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 |
|---|---|---|---|---|---|
| Means Investment Co., Inc. | 2,455 | $34.0 萬 | 0.07% | −125−4.8% | 減碼 |
| White Knight Strategic Wealth Advisors, LLC | 2,458 | $34.1 萬 | 0.47% | 00.0% | 不變 |
| Zullo Investment Group, Inc. | 2,463 | $34.1 萬 | 0.21% | +35+1.4% | 加碼 |
| Bangor Savings Bank | 2,467 | $34.2 萬 | 0.04% | +2,467 | 新進 |
| Procyon Private Wealth Partners, LLC | 2,477 | $34.3 萬 | 0.08% | −462−15.7% | 減碼 |
| Cornerstone Wealth Group, LLC | 2,480 | $34.4 萬 | 0.07% | −56−2.2% | 減碼 |
| Sippican Capital Advisors | 2,478 | $34.4 萬 | 0.34% | 00.0% | 不變 |
| Putnam Investments LLC | 2,489 | $34.5 萬 | 0.00% | −45−1.8% | 減碼 |
| Addison Capital Co | 2,494 | $34.6 萬 | 0.20% | 00.0% | 不變 |
| Childress Capital Advisors, LLC | 2,497 | $34.6 萬 | 0.14% | +85+3.5% | 加碼 |
| Focus Financial Network, Inc. | 2,488 | $34.6 萬 | 0.03% | −70−2.7% | 減碼 |
| Paradigm Asset Management Co LLC | 2,500 | $34.7 萬 | 0.11% | +2,500 | 新進 |
| Icapital Wealth LLC | 2,500 | $34.7 萬 | 0.22% | −2,000−44.4% | 減碼 |
| Harbour Investment Management LLC | 2,500 | $34.7 萬 | 0.21% | 00.0% | 不變 |
| Atticus Wealth Management, LLC | 2,500 | $34.7 萬 | 0.14% | 00.0% | 不變 |
| Titleist Asset Management, Ltd. | 2,502 | $34.7 萬 | 0.09% | +100+4.2% | 加碼 |
| REDW Wealth LLC | 2,513 | $34.8 萬 | 0.13% | 00.0% | 不變 |
| Round Hill Asset Management | 2,522 | $35.0 萬 | 0.21% | 00.0% | 不變 |
| Cable Hill Partners, LLC | 2,540 | $35.2 萬 | 0.09% | −49−1.9% | 減碼 |
| Duncker Streett & Co Inc | 2,550 | $35.3 萬 | 0.08% | 00.0% | 不變 |
| MCF Advisors LLC | 2,564 | $35.6 萬 | 0.04% | −106−4.0% | 減碼 |
| Webster Bank, N. A. | 2,598 | $36.0 萬 | 0.05% | 00.0% | 不變 |
| Silver Lake Advisory, LLC | 2,594 | $36.0 萬 | 0.20% | +2+0.1% | 加碼 |
| Caerus Investment Advisors, LLC | 2,600 | $36.0 萬 | 0.44% | 00.0% | 不變 |
| Paragon Capital Management Ltd | 2,612 | $36.2 萬 | 0.10% | 00.0% | 不變 |
| Krilogy Financial LLC | 2,610 | $36.2 萬 | 0.04% | +58+2.3% | 加碼 |
| Integrated Investment Consultants, LLC | 2,626 | $36.4 萬 | 0.13% | −357−12.0% | 減碼 |
| Voya Financial Advisors, Inc. | 2,609 | $36.4 萬 | 0.05% | −306−10.5% | 減碼 |
| Ballast Advisors LLC | 2,625 | $36.4 萬 | 0.16% | +4+0.2% | 加碼 |
| Edgestream Partners, L.P. | 2,625 | $36.4 萬 | 0.03% | +1,133+75.9% | 加碼 |
| McLean Asset Management Corp | 2,643 | $36.5 萬 | 0.15% | −17−0.6% | 減碼 |
| Arkadios Wealth Advisors | 2,641 | $36.6 萬 | 0.05% | −326−11.0% | 減碼 |
| Roosevelt Investment Group LLC | 2,639 | $36.6 萬 | 0.03% | +6+0.2% | 加碼 |
| Capital Analysts, LLC | 2,646 | $36.7 萬 | 0.03% | +59+2.3% | 加碼 |
| Chicago Partners Investment Group LLC | 2,385 | $36.7 萬 | 0.03% | +88+3.8% | 加碼 |
| SPC Financial, Inc. | 2,662 | $36.9 萬 | 0.05% | +80+3.1% | 加碼 |
| Kozak & Associates, Inc. | 2,658 | $36.9 萬 | 0.25% | +7+0.3% | 加碼 |
| Hunter Associates Investment Management LLC | 2,667 | $37.0 萬 | 0.09% | +249+10.3% | 加碼 |
| International Assets Investment Management, LLC | 2,675 | $37.1 萬 | 0.07% | −855−24.2% | 減碼 |
| Sierra Capital LLC | 2,676 | $37.1 萬 | 0.07% | −33−1.2% | 減碼 |
| Lake Street Financial LLC | 2,676 | $37.1 萬 | 0.08% | +388+17.0% | 加碼 |
| Garrison Asset Management, LLC | 2,681 | $37.2 萬 | 0.25% | −55−2.0% | 減碼 |
| Navis Wealth Advisors, LLC | 2,684 | $37.2 萬 | 0.40% | +100+3.9% | 加碼 |
| Vigilant Capital Management, LLC | 2,689 | $37.3 萬 | 0.03% | −333−11.0% | 減碼 |
| Palisades Hudson Asset Management, L.P. | 2,698 | $37.4 萬 | 0.21% | −302−10.1% | 減碼 |
| Monetary Management Group Inc | 2,700 | $37.4 萬 | 0.12% | 00.0% | 不變 |
| North Star Investment Management Corp. | 2,696 | $37.4 萬 | 0.03% | 00.0% | 不變 |
| HighTower Trust Services, LTA | 10,454 | $37.5 萬 | 0.06% | +5,964+132.8% | 加碼 |
| Claris Advisors, LLC | 2,708 | $37.5 萬 | 0.41% | +10.0% | 加碼 |
| Dynamic Advisor Solutions LLC | 2,728 | $37.8 萬 | 0.03% | +161+6.3% | 加碼 |
| Partners Group Holding AG | 2,739 | $38.0 萬 | 0.02% | −399−12.7% | 減碼 |
| Cumberland Partners Ltd | 2,754 | $38.2 萬 | 0.04% | +64+2.4% | 加碼 |
| Bank Hapoalim BM | 2,760 | $38.3 萬 | 0.05% | 00.0% | 不變 |
| CapWealth Advisors, LLC | 2,771 | $38.4 萬 | 0.05% | 00.0% | 不變 |
| Triangle Securities Wealth Management | 2,771 | $38.4 萬 | 0.15% | 00.0% | 不變 |
| First Financial Bank - Trust Division | 2,767 | $38.4 萬 | 0.05% | +25+0.9% | 加碼 |
| Matrix Asset Advisors Inc | 2,778 | $38.5 萬 | 0.06% | 00.0% | 不變 |
| Meridian Wealth Advisors, LLC | 2,774 | $38.5 萬 | 0.10% | 00.0% | 不變 |
| Tobam | 2,785 | $38.6 萬 | 0.02% | +1,152+70.5% | 加碼 |
| Marietta Investment Partners LLC | 2,800 | $38.8 萬 | 0.12% | 00.0% | 不變 |
| Cypress Capital Management LLC | 2,800 | $38.8 萬 | 0.06% | 00.0% | 不變 |
| Private Capital Management LLC | 2,072 | $38.8 萬 | 0.12% | 00.0% | 不變 |
| Texas Yale Capital Corp. | 2,810 | $39.0 萬 | 0.03% | −335−10.7% | 減碼 |
| Outlook Wealth Advisors, LLC | 2,819 | $39.0 萬 | 0.16% | +224+8.6% | 加碼 |
| Barings LLC | 2,818 | $39.1 萬 | 0.01% | −1,327−32.0% | 減碼 |
| Convergence Investment Partners, LLC | 2,821 | $39.1 萬 | 0.24% | +1,236+78.0% | 加碼 |
| MayTech Global Investments, LLC | 2,832 | $39.3 萬 | 0.12% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 2,852 | $39.5 萬 | 0.12% | 00.0% | 不變 |
| Phoenix Wealth Advisors | 2,850 | $39.5 萬 | 0.39% | +176+6.6% | 加碼 |
| Pioneer Trust Bank N A | 2,865 | $39.7 萬 | 0.13% | 00.0% | 不變 |
| Plancorp, LLC | 2,874 | $39.8 萬 | 0.03% | −145−4.8% | 減碼 |
| Fiducient Advisors LLC | 2,886 | $40.0 萬 | 0.15% | +2,886 | 新進 |
| Stonebridge Capital Management Inc | 2,900 | $40.2 萬 | 0.18% | −440−13.2% | 減碼 |
| Quadrant Private Wealth Management, LLC | 2,889 | $40.2 萬 | 0.17% | −225−7.2% | 減碼 |
| Aua Capital Management, LLC | 2,900 | $40.2 萬 | 0.23% | 00.0% | 不變 |
| Cambridge Advisors Inc. | 2,910 | $40.3 萬 | 0.11% | −200−6.4% | 減碼 |
| Eagle Ridge Investment Management | 2,939 | $40.7 萬 | 0.05% | 00.0% | 不變 |
| ERn Financial, LLC | 2,945 | $40.8 萬 | 0.10% | −85−2.8% | 減碼 |
| Maryland Capital Management | 2,944 | $40.8 萬 | 0.03% | −80−2.6% | 減碼 |
| Asset Management Corp | 2,960 | $41.0 萬 | 0.31% | +2+0.1% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 2,954 | $41.0 萬 | 0.09% | +86+3.0% | 加碼 |
| WMS Partners, LLC | 2,962 | $41.1 萬 | 0.06% | +48+1.6% | 加碼 |
| Athena Investment Management | 2,965 | $41.1 萬 | 0.32% | +1,000+50.9% | 加碼 |
| Parsec Financial Management, Inc. | 2,992 | $41.5 萬 | 0.02% | +420+16.3% | 加碼 |
| Legacy Wealth Management, LLC | 3,000 | $41.6 萬 | 0.25% | 00.0% | 不變 |
| Congress Wealth Management LLC | 3,002 | $41.6 萬 | 0.01% | −66−2.2% | 減碼 |
| Shepherd Kaplan Krochuk, LLC | 3,000 | $41.6 萬 | 0.18% | 00.0% | 不變 |
| Veritas Investment Partners (UK) Ltd. | 3,000 | $41.6 萬 | 0.01% | 00.0% | 不變 |
| Shay Capital LLC | 3,000 | $41.6 萬 | 0.21% | +3,000 | 新進 |
| KC Investment Advisors, LLC | 3,007 | $41.7 萬 | 0.35% | +307+11.4% | 加碼 |
| JLB & Associates Inc | 3,025 | $41.9 萬 | 0.07% | +468+18.3% | 加碼 |
| Great Valley Advisor Group, Inc. | 3,036 | $42.1 萬 | 0.02% | +1,032+51.5% | 加碼 |
| Acropolis Investment Management, LLC | 3,054 | $42.3 萬 | 0.04% | +13+0.4% | 加碼 |
| Acima Private Wealth, LLC | 3,057 | $42.4 萬 | 0.21% | 00.0% | 不變 |
| NorthRock Partners, LLC | 3,060 | $42.4 萬 | 0.04% | −683−18.2% | 減碼 |
| Shufro Rose & Co LLC | 3,061 | $42.4 萬 | 0.04% | 00.0% | 不變 |
| Ellevest, Inc. | 3,062 | $42.4 萬 | 0.04% | +226+8.0% | 加碼 |
| Virtu Financial LLC | 3,062 | $42.4 萬 | 0.04% | +3,062 | 新進 |
| Accredited Investors Inc. | 3,069 | $42.5 萬 | 0.05% | −6−0.2% | 減碼 |
| Altfest L J & Co Inc | 3,081 | $42.7 萬 | 0.08% | 00.0% | 不變 |