American Express Co
AXP- 交易所
- NYSE
- 產業
- Finance Services
- SEC CIK
- 0000004962
近 90 天，American Express Co 內部人申報 0 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 3,022 家機構在 13F 申報持有，市值合計 $1,951 億；波克夏、馬克爾集團等 8 位大師持有。
2022 年第 2 季 13F 持有人
American Express Co 在 2022/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,975
- 較 2022 年第 1 季 −64 家
- 持有股數
- 6.34 億
- 較 2022 年第 1 季 −372.3 萬 (−0.6%)
- 總市值
- $879.8 億
- 較 2022 年第 1 季 −$313.0 億 (−26.2%)
- 新進機構
- 117
- 另有 708 家加碼
- 清倉機構
- 181
- 另有 766 家減碼
另有 28 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 AXP 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 3,022 | $1,951 億 |
| 2026 年第 1 季 | 2,912 | $1,748 億 |
| 2025 年第 4 季 | 3,043 | $2,168 億 |
| 2025 年第 3 季 | 2,758 | $1,934 億 |
| 2025 年第 2 季 | 2,719 | $1,899 億 |
| 2025 年第 1 季 | 2,627 | $1,607 億 |
| 2024 年第 4 季 | 2,642 | $1,775 億 |
| 2024 年第 3 季 | 2,459 | $1,606 億 |
| 2024 年第 2 季 | 2,349 | $1,398 億 |
| 2024 年第 1 季 | 2,316 | $1,395 億 |
| 2023 年第 4 季 | 2,192 | $1,145 億 |
| 2023 年第 3 季 | 2,003 | $913.0 億 |
| 2023 年第 2 季 | 2,048 | $1,079 億 |
| 2023 年第 1 季 | 2,056 | $1,029 億 |
| 2022 年第 4 季 | 2,008 | $922.5 億 |
| 2022 年第 3 季 | 1,919 | $850.9 億 |
| 2022 年第 2 季 | 1,975 | $879.8 億 |
| 2022 年第 1 季 | 2,067 | $1,200 億 |
| 2021 年第 4 季 | 2,005 | $1,061 億 |
| 2021 年第 3 季 | 1,879 | $1,112 億 |
| 2021 年第 2 季 | 1,851 | $1,126 億 |
| 2021 年第 1 季 | 1,781 | $964.7 億 |
2022 年第 2 季持有機構
每家機構持有 American Express Co 的股數、市值與佔組合比重；股數變化跟 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 6,425 | $89.1 萬 | 0.07% | −7,401−53.5% | 減碼 |
| Paradigm Financial Partners, LLC | 6,321 | $89.1 萬 | 0.27% | −255−3.9% | 減碼 |
| First National Bank of South Miami | 6,425 | $89.1 萬 | 0.61% | +55+0.9% | 加碼 |
| Capital Management Associates | 6,437 | $89.2 萬 | 1.31% | +1,013+18.7% | 加碼 |
| Trust Asset Management LLC | 6,465 | $89.6 萬 | 0.13% | +23+0.4% | 加碼 |
| Spinnaker Trust | 6,496 | $90.0 萬 | 0.07% | +1,000+18.2% | 加碼 |
| Conning Inc. | 6,502 | $90.1 萬 | 0.03% | −40−0.6% | 減碼 |
| Monte Financial Group, LLC | 6,500 | $90.1 萬 | 0.53% | +564+9.5% | 加碼 |
| Harbour Investments, Inc. | 6,542 | $90.7 萬 | 0.06% | +6,542 | 新進 |
| Legacy Wealth Asset Management, LLC | 6,563 | $91.0 萬 | 0.37% | +33+0.5% | 加碼 |
| Shelton Capital Management | 6,609 | $91.6 萬 | 0.04% | −11,600−63.7% | 減碼 |
| Evergreen Capital Management LLC | 6,588 | $91.6 萬 | 0.05% | −1,492−18.5% | 減碼 |
| Icon Wealth Partners, LLC | 6,695 | $92.8 萬 | 0.11% | −72−1.1% | 減碼 |
| Ledyard National Bank | 6,722 | $93.2 萬 | 0.11% | +892+15.3% | 加碼 |
| Laidlaw Wealth Management LLC | 6,722 | $93.2 萬 | 0.19% | +4,283+175.6% | 加碼 |
| McAdam, LLC | 6,744 | $93.5 萬 | 0.10% | +440+7.0% | 加碼 |
| Segall Bryant & Hamill, LLC | 6,768 | $93.7 萬 | 0.01% | 00.0% | 不變 |
| Aurora Private Wealth, Inc. | 6,784 | $94.0 萬 | 0.42% | +125+1.9% | 加碼 |
| Veracity Capital LLC | 6,786 | $94.1 萬 | 0.50% | −51−0.7% | 減碼 |
| Continuum Advisory, LLC | 6,793 | $94.2 萬 | 0.17% | +1,137+20.1% | 加碼 |
| We Are One Seven, LLC | 6,823 | $94.6 萬 | 0.13% | −102−1.5% | 減碼 |
| Amica Retiree Medical Trust | 6,832 | $94.7 萬 | 1.07% | +747+12.3% | 加碼 |
| SOA Wealth Advisors, LLC. | 6,846 | $94.9 萬 | 0.28% | −276−3.9% | 減碼 |
| J. W. Coons Advisors, LLC | 6,817 | $95.0 萬 | 0.34% | −365−5.1% | 減碼 |
| Bridgewater Advisors Inc. | 6,890 | $95.5 萬 | 0.20% | +5+0.1% | 加碼 |
| Coastline Trust Co | 6,911 | $95.8 萬 | 0.14% | +23+0.3% | 加碼 |
| Patten & Patten Inc | 6,939 | $96.2 萬 | 0.08% | 00.0% | 不變 |
| Duff & Phelps Investment Management Co | 6,955 | $96.4 萬 | 0.01% | 00.0% | 不變 |
| Strategic Advisors LLC | 6,967 | $96.5 萬 | 0.20% | −131−1.8% | 減碼 |
| Telemus Capital, LLC | 6,963 | $96.5 萬 | 0.09% | −81−1.1% | 減碼 |
| Ameritas Advisory Services, LLC | 6,962 | $96.5 萬 | 0.06% | 00.0% | 不變 |
| Unigestion Holding SA | 6,968 | $96.6 萬 | 0.05% | +5,912+559.8% | 加碼 |
| Clarius Group, LLC | 6,988 | $96.9 萬 | 0.10% | +755+12.1% | 加碼 |
| Piscataqua Savings Bank | 7,013 | $97.2 萬 | 0.85% | −50−0.7% | 減碼 |
| Ativo Capital Management LLC | 7,011 | $97.2 萬 | 0.65% | 00.0% | 不變 |
| TrimTabs Asset Management, LLC | 7,069 | $98.0 萬 | 0.60% | −288−3.9% | 減碼 |
| Wade G W & Inc | 7,087 | $98.2 萬 | 0.04% | +643+10.0% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 7,109 | $98.5 萬 | 0.25% | −100−1.4% | 減碼 |
| Van Strum & Towne Inc. | 7,165 | $99.3 萬 | 0.42% | 00.0% | 不變 |
| YHB Investment Advisors, Inc. | 7,212 | $100.0 萬 | 0.11% | 00.0% | 不變 |
| Lee Danner & Bass Inc | 7,211 | $100.0 萬 | 0.10% | 00.0% | 不變 |
| Merit Financial Group, LLC | 7,213 | $100.0 萬 | 0.03% | +5,274+272.0% | 加碼 |
| Quantinno Capital Management LP | 7,219 | $100.1 萬 | 0.14% | +3,839+113.6% | 加碼 |
| Pitcairn Co | 7,270 | $100.8 萬 | 0.11% | −39−0.5% | 減碼 |
| Auxier Asset Management | 7,288 | $101.0 萬 | 0.18% | 00.0% | 不變 |
| Lumature Wealth Partners, LLC | 7,290 | $101.1 萬 | 0.45% | +6,711+1,159.1% | 加碼 |
| Martingale Asset Management L P | 7,302 | $101.3 萬 | 0.02% | +7,302 | 新進 |
| Empowered Funds, LLC | 7,313 | $101.4 萬 | 0.13% | −304−4.0% | 減碼 |
| Investment House LLC | 7,325 | $101.5 萬 | 0.09% | −50−0.7% | 減碼 |
| BNC Wealth Management, LLC | 7,319 | $101.5 萬 | 0.53% | +5,224+249.4% | 加碼 |
| Versor Investments LP | 7,350 | $101.9 萬 | 0.04% | +6,250+568.2% | 加碼 |
| Connolly Sarah T. | 7,375 | $102.2 萬 | 0.70% | 00.0% | 不變 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 7,379 | $102.3 萬 | 0.06% | −230−3.0% | 減碼 |
| AIA Group Ltd | 7,400 | $102.6 萬 | 0.06% | −3,621−32.9% | 減碼 |
| Walter & Keenan Financial Consulting Co | 7,448 | $103.2 萬 | 0.41% | −550−6.9% | 減碼 |
| Fort Point Capital Partners LLC | 7,480 | $103.7 萬 | 0.18% | 00.0% | 不變 |
| Crestwood Advisors Group LLC | 7,493 | $103.9 萬 | 0.04% | +7+0.1% | 加碼 |
| Beacon Financial Group | 7,152 | $103.9 萬 | 0.15% | −37−0.5% | 減碼 |
| Sabadell Asset Management, S.A S.G.I.I.C | 7,662 | $104.6 萬 | 0.22% | −2,788−26.7% | 減碼 |
| Stableford Capital II LLC | 6,646 | $104.7 萬 | 0.48% | +31+0.5% | 加碼 |
| Joel Isaacson & Co., LLC | 7,557 | $104.8 萬 | 0.09% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 7,580 | $105.1 萬 | 0.03% | −939−11.0% | 減碼 |
| First Command Bank | 7,591 | $105.2 萬 | 0.15% | −674−8.2% | 減碼 |
| First Command Financial Services, Inc. | 7,591 | $105.2 萬 | 0.15% | −674−8.2% | 減碼 |
| Van Cleef Asset Management,Inc | 7,598 | $105.3 萬 | 0.18% | +55+0.7% | 加碼 |
| Assenagon Asset Management S.A. | 7,670 | $106.3 萬 | 0.00% | −532−6.5% | 減碼 |
| Wealth Advisors, Inc. | 7,721 | $107.0 萬 | 0.52% | +996+14.8% | 加碼 |
| OPSEU Pension Plan Trust Fund | 7,886 | $107.0 萬 | 0.27% | +3,180+67.6% | 加碼 |
| Checchi Capital Advisers, LLC | 6,955 | $107.1 萬 | 0.11% | +403+6.2% | 加碼 |
| Trust Co of Toledo NA | 7,729 | $107.2 萬 | 0.19% | 00.0% | 不變 |
| Beach Investment Counsel Inc | 7,733 | $107.2 萬 | 0.13% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 7,746 | $107.4 萬 | 0.08% | +1,137+17.2% | 加碼 |
| United Asset Strategies, Inc. | 7,775 | $107.8 萬 | 0.16% | +669+9.4% | 加碼 |
| Essex Financial Services, Inc. | 7,795 | $108.1 萬 | 0.12% | +621+8.7% | 加碼 |
| Ameritas Investment Partners, Inc. | 7,816 | $108.3 萬 | 0.05% | −305−3.8% | 減碼 |
| FineMark National Bank & Trust | 7,874 | $109.1 萬 | 0.05% | −562−6.7% | 減碼 |
| Cigna Investments Inc | 7,883 | $109.2 萬 | 0.22% | −3,093−28.2% | 減碼 |
| RFG Advisory, LLC | 6,932 | $109.2 萬 | 0.06% | +455+7.0% | 加碼 |
| Stamos Capital Partners, L.P. | 7,890 | $109.4 萬 | 0.33% | +3,390+75.3% | 加碼 |
| New England Research & Management, Inc. | 7,900 | $109.5 萬 | 0.64% | +7,900 | 新進 |
| Qtron Investments LLC | 7,977 | $110.6 萬 | 0.24% | −466−5.5% | 減碼 |
| Karpas Strategies, LLC | 7,981 | $110.6 萬 | 0.39% | +6+0.1% | 加碼 |
| Associated Banc-Corp | 7,987 | $110.7 萬 | 0.05% | −153−1.9% | 減碼 |
| Investors Asset Management of Georgia Inc | 7,995 | $110.8 萬 | 0.57% | +120+1.5% | 加碼 |
| PMC FIG Opportunities LLC | 8,000 | $110.9 萬 | 6.24% | +8,000 | 新進 |
| Union Heritage Capital, LLC | 8,000 | $110.9 萬 | 0.71% | 00.0% | 不變 |
| Brewin Dolphin Ltd | 8,031 | $111.3 萬 | 0.05% | 00.0% | 不變 |
| Bigelow Investment Advisors, LLC | 8,048 | $111.6 萬 | 0.61% | +173+2.2% | 加碼 |
| First Dallas Securities Inc. | 8,125 | $112.6 萬 | 0.76% | +5,550+215.5% | 加碼 |
| Advisory Research Inc | 8,128 | $112.7 萬 | 0.11% | +8+0.1% | 加碼 |
| Gsa Capital Partners LLP | 8,128 | $112.7 萬 | 0.17% | +8,128 | 新進 |
| Triad Investment Management | 8,138 | $112.8 萬 | 1.67% | 00.0% | 不變 |
| Obermeyer Wood Investment Counsel, LLLP | 8,213 | $113.8 萬 | 0.08% | 00.0% | 不變 |
| Excalibur Management Corp | 8,221 | $114.0 萬 | 0.59% | 00.0% | 不變 |
| DuPont Capital Management Corp | 8,230 | $114.1 萬 | 0.05% | −751−8.4% | 減碼 |
| Grimes & Company, Inc. | 8,242 | $114.3 萬 | 0.06% | −57−0.7% | 減碼 |
| Osborne Partners Capital Management, LLC | 8,261 | $114.5 萬 | 0.09% | −4,064−33.0% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 8,278 | $114.7 萬 | 0.45% | +175+2.2% | 加碼 |
| Game Plan Financial Advisors, LLC | 8,345 | $114.7 萬 | 0.92% | +1,490+21.7% | 加碼 |
| Bryn Mawr Trust Co | 8,299 | $115.1 萬 | 0.05% | −708−7.9% | 減碼 |