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 |
|---|---|---|---|---|---|
| Amarillo National Bank | 8,313 | $115.2 萬 | 0.25% | 00.0% | 不變 |
| PDT Partners, LLC | 8,313 | $115.2 萬 | 0.10% | +8,313 | 新進 |
| Boltwood Capital Management | 8,315 | $115.3 萬 | 0.50% | −177−2.1% | 減碼 |
| Woodmont Investment Counsel LLC | 8,346 | $115.7 萬 | 0.14% | +200+2.5% | 加碼 |
| Smithfield Trust Co | 8,332 | $115.9 萬 | 0.08% | −44−0.5% | 減碼 |
| Evoke Wealth, LLC | 8,351 | $116.2 萬 | 0.04% | +67+0.8% | 加碼 |
| Moloney Securities Asset Management, LLC | 8,422 | $116.7 萬 | 0.27% | +82+1.0% | 加碼 |
| Ern LLC | 8,422 | $116.7 萬 | 1.30% | +8,422 | 新進 |
| Strategic Investment Advisors | 8,473 | $117.4 萬 | 0.23% | +809+10.6% | 加碼 |
| Dakota Wealth Management | 8,483 | $117.5 萬 | 0.11% | −992−10.5% | 減碼 |
| Plimoth Trust Co LLC | 8,479 | $117.5 萬 | 0.37% | +2,689+46.4% | 加碼 |
| Mission Wealth Management, LP | 8,474 | $117.5 萬 | 0.06% | +3,848+83.2% | 加碼 |
| Community Bank, N.A. | 8,483 | $117.6 萬 | 0.17% | +20+0.2% | 加碼 |
| KWB Wealth | 8,490 | $117.7 萬 | 0.23% | +417+5.2% | 加碼 |
| Insight Advisors, LLC | 7,515 | $117.9 萬 | 0.40% | −181−2.4% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,521 | $118.1 萬 | 0.01% | −318−3.6% | 減碼 |
| Coastal Bridge Advisors, LLC | 8,521 | $118.1 萬 | 0.36% | +10+0.1% | 加碼 |
| Stokes Family Office, LLC | 8,535 | $118.3 萬 | 0.16% | −852−9.1% | 減碼 |
| Barden Capital Management, Inc. | 8,545 | $118.7 萬 | 1.29% | +446+5.5% | 加碼 |
| Howard Capital Management Group, LLC | 8,615 | $119.4 萬 | 0.14% | 00.0% | 不變 |
| C2C Wealth Management, LLC | 8,083 | $119.5 萬 | 0.22% | −32−0.4% | 減碼 |
| Fulton Bank, N.A. | 8,645 | $119.9 萬 | 0.07% | −43−0.5% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 8,668 | $120.2 萬 | 0.11% | +1,343+18.3% | 加碼 |
| Ascent Group, LLC | 7,808 | $120.3 萬 | 0.14% | +415+5.6% | 加碼 |
| NTV Asset Management LLC | 8,685 | $120.4 萬 | 0.24% | 00.0% | 不變 |
| Palisade Asset Management, LLC | 8,723 | $120.9 萬 | 0.16% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 8,727 | $121.0 萬 | 0.10% | +392+4.7% | 加碼 |
| Massmutual Trust Co FSB | 8,738 | $121.1 萬 | 0.05% | −686−7.3% | 減碼 |
| Center for Financial Planning, Inc. | 8,742 | $121.2 萬 | 0.31% | 00.0% | 不變 |
| Trustcore Financial Services, LLC | 8,759 | $121.4 萬 | 0.11% | −274−3.0% | 減碼 |
| Lavaca Capital LLC | 8,605 | $122.2 萬 | 0.62% | −437−4.8% | 減碼 |
| Scotia Capital Inc. | 8,819 | $122.3 萬 | 0.01% | −7,795−46.9% | 減碼 |
| Beck Bode, LLC | 8,839 | $122.5 萬 | 0.26% | +1,452+19.7% | 加碼 |
| Beaumont Financial Partners, LLC | 8,844 | $122.6 萬 | 0.11% | −201−2.2% | 減碼 |
| Greenwood Gearhart Inc | 8,900 | $123.4 萬 | 0.20% | −161−1.8% | 減碼 |
| Taylor Frigon Capital Management LLC | 8,967 | $124.3 萬 | 0.65% | −43−0.5% | 減碼 |
| Insight Wealth Strategies, LLC | 8,993 | $124.7 萬 | 0.23% | +16+0.2% | 加碼 |
| AXS Investments LLC | 8,994 | $124.7 萬 | 0.44% | +8,994 | 新進 |
| Woodstock Corp | 9,018 | $125.0 萬 | 0.17% | −497−5.2% | 減碼 |
| Warther Private Wealth, LLC | 8,900 | $125.0 萬 | 0.91% | +7,511+540.7% | 加碼 |
| TAGStone Capital, Inc. | 8,990 | $125.1 萬 | 1.19% | +29+0.3% | 加碼 |
| CoreCap Advisors, LLC | 9,034 | $125.2 萬 | 0.10% | +1,139+14.4% | 加碼 |
| Signaturefd, LLC | 9,112 | $126.3 萬 | 0.04% | −705−7.2% | 減碼 |
| Hartline Investment Corp | 10,466 | $126.6 萬 | 0.21% | 00.0% | 不變 |
| Carl P. Sherr & Co., LLC | 9,149 | $126.8 萬 | 0.95% | +10.0% | 加碼 |
| Bradley & Co. Private Wealth Management, LLC | 9,151 | $126.8 萬 | 1.40% | 00.0% | 不變 |
| Laffer Tengler Investments | 9,185 | $127.3 萬 | 0.45% | +205+2.3% | 加碼 |
| Lazard Freres Gestion S.A.S. | 9,157 | $127.4 萬 | 0.05% | +422+4.8% | 加碼 |
| Berkshire Asset Management LLC | 9,216 | $127.7 萬 | 0.08% | −15−0.2% | 減碼 |
| Argent Advisors, Inc. | 9,227 | $127.9 萬 | 0.72% | +260+2.9% | 加碼 |
| SkyView Investment Advisors, LLC | 9,255 | $128.3 萬 | 0.34% | +989+12.0% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 9,263 | $128.4 萬 | 0.20% | 00.0% | 不變 |
| Berkshire Bank | 9,262 | $128.4 萬 | 0.37% | +709+8.3% | 加碼 |
| Citadel Investment Advisory, Inc. | 6,884 | $128.7 萬 | 0.87% | 00.0% | 不變 |
| Quantamental Technologies LLC | 9,380 | $130.0 萬 | 0.59% | +9,380 | 新進 |
| Redwood Investment Management, LLC | 9,395 | $130.2 萬 | 0.22% | +1,764+23.1% | 加碼 |
| Arden Trust Co | 9,448 | $130.9 萬 | 0.30% | +9,448 | 新進 |
| Constitution Capital LLC | 9,500 | $131.7 萬 | 0.84% | −1,450−13.2% | 減碼 |
| Everett Harris & Co | 9,517 | $131.9 萬 | 0.02% | +964+11.3% | 加碼 |
| Arete Wealth Advisors, LLC | 9,517 | $131.9 萬 | 0.14% | +9,517 | 新進 |
| Simmons Bank | 9,533 | $132.1 萬 | 0.12% | +278+3.0% | 加碼 |
| Morse Asset Management, Inc | 9,542 | $132.3 萬 | 0.42% | −1,130−10.6% | 減碼 |
| ACG Wealth | 9,545 | $132.3 萬 | 0.27% | −88−0.9% | 減碼 |
| MainStreet Investment Advisors LLC | 9,569 | $132.7 萬 | 0.15% | −962−9.1% | 減碼 |
| Trustco Bank Corp N Y | 9,586 | $132.8 萬 | 1.43% | −651−6.4% | 減碼 |
| Gotham Asset Management, LLC | 9,630 | $133.5 萬 | 0.04% | −6,460−40.1% | 減碼 |
| TCTC Holdings, LLC | 9,635 | $133.6 萬 | 0.06% | +1,858+23.9% | 加碼 |
| Linker Capital Management Inc. | 9,650 | $133.8 萬 | 1.66% | 00.0% | 不變 |
| Ingalls & Snyder LLC | 9,662 | $133.9 萬 | 0.07% | +30+0.3% | 加碼 |
| Knuff & Co LLC | 9,855 | $136.6 萬 | 0.61% | 00.0% | 不變 |
| Chicago Capital, LLC | 9,914 | $137.4 萬 | 0.08% | −35−0.4% | 減碼 |
| McMillion Capital Management Inc | 9,926 | $137.6 萬 | 1.14% | 00.0% | 不變 |
| FDx Advisors, Inc. | 9,994 | $138.5 萬 | 0.05% | +5,600+127.4% | 加碼 |
| Ieq Capital, LLC | 10,058 | $139.4 萬 | 0.04% | −4,433−30.6% | 減碼 |
| Gateway Investment Advisers LLC | 10,055 | $139.4 萬 | 0.02% | +61+0.6% | 加碼 |
| Cunning Capital Partners, LP | 10,070 | $139.6 萬 | 1.08% | +10,070 | 新進 |
| Veriti Management LLC | 10,098 | $140.0 萬 | 0.20% | −586−5.5% | 減碼 |
| WCG Wealth Advisors LLC | 10,107 | $140.1 萬 | 0.19% | +10,107 | 新進 |
| LGT Fund Management Co Ltd. | 10,132 | $140.4 萬 | 0.21% | +952+10.4% | 加碼 |
| Invst, LLC | 8,642 | $140.4 萬 | 0.22% | +51+0.6% | 加碼 |
| Schechter Investment Advisors, LLC | 10,172 | $141.0 萬 | 0.14% | −628−5.8% | 減碼 |
| Institute for Wealth Management, LLC. | 10,191 | $141.3 萬 | 0.28% | +72+0.7% | 加碼 |
| Wintrust Investments LLC | 10,239 | $141.9 萬 | 0.17% | −596−5.5% | 減碼 |
| Hyman Charles D | 10,247 | $142.0 萬 | 0.10% | 00.0% | 不變 |
| Ziegler Capital Management, LLC | 10,250 | $142.1 萬 | 0.06% | +628+6.5% | 加碼 |
| Rothschild Investment Corp | 10,265 | $142.3 萬 | 0.13% | +246+2.5% | 加碼 |
| St. Johns Investment Management Company, LLC | 10,278 | $142.5 萬 | 0.91% | +247+2.5% | 加碼 |
| Penobscot Investment Management Company, Inc. | 10,289 | $142.6 萬 | 0.25% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 10,286 | $142.6 萬 | 0.13% | +224+2.2% | 加碼 |
| Metis Global Partners, LLC | 10,319 | $143.1 萬 | 0.23% | +229+2.3% | 加碼 |
| Caliber Wealth Management, LLC | 10,372 | $143.8 萬 | 1.12% | +10,372 | 新進 |
| Brookstone Capital Management | 10,174 | $144.2 萬 | 0.03% | +401+4.1% | 加碼 |
| CAPROCK Group, Inc. | 10,423 | $145.0 萬 | 0.14% | +351+3.5% | 加碼 |
| Silicon Hills Wealth Management, LLC | 10,480 | $145.3 萬 | 1.06% | −1,814−14.8% | 減碼 |
| Parallel Advisors, LLC | 10,480 | $145.3 萬 | 0.07% | +682+7.0% | 加碼 |
| U S Global Investors Inc | 10,500 | $145.6 萬 | 0.07% | −2,400−18.6% | 減碼 |
| Citizens Business Bank | 10,500 | $145.6 萬 | 0.21% | 00.0% | 不變 |
| Herbst Group, LLC | 10,400 | $146.0 萬 | 1.15% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 10,553 | $146.3 萬 | 0.13% | −5,995−36.2% | 減碼 |
| EFG Asset Management (North America) Corp. | 10,555 | $146.4 萬 | 0.31% | −1,614−13.3% | 減碼 |