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 |
|---|---|---|---|---|---|
| Saxon Interests, Inc. | 4,901 | $67.9 萬 | 0.41% | +658+15.5% | 加碼 |
| Pflug Koory, LLC | 4,933 | $68.4 萬 | 0.39% | +100+2.1% | 加碼 |
| Domani Wealth, LLC | 4,939 | $68.5 萬 | 0.19% | −180−3.5% | 減碼 |
| PFG Advisors | 4,938 | $68.5 萬 | 0.08% | +1,222+32.9% | 加碼 |
| Ellis Investment Partners, LLC | 4,966 | $68.8 萬 | 0.18% | +515+11.6% | 加碼 |
| Leisure Capital Management | 4,996 | $69.3 萬 | 0.36% | −124−2.4% | 減碼 |
| Spirit of America Management Corp | 5,000 | $69.3 萬 | 0.16% | 00.0% | 不變 |
| Northcape Wealth Management, LLC | 5,000 | $69.3 萬 | 0.27% | 00.0% | 不變 |
| Waldron Private Wealth LLC | 5,002 | $69.3 萬 | 0.04% | +65+1.3% | 加碼 |
| Garde Capital, Inc. | 5,013 | $69.5 萬 | 0.08% | −23−0.5% | 減碼 |
| Red Cedar Capital, LLC | 5,016 | $69.5 萬 | 0.47% | 00.0% | 不變 |
| BigSur Wealth Management LLC | 5,000 | $69.6 萬 | 0.33% | 00.0% | 不變 |
| Papp L Roy & Associates | 5,018 | $69.6 萬 | 0.10% | +52+1.0% | 加碼 |
| Sage Rhino Capital LLC | 5,031 | $69.7 萬 | 0.27% | +125+2.5% | 加碼 |
| Washington Trust Co | 5,047 | $69.9 萬 | 0.03% | +351+7.5% | 加碼 |
| Levin Capital Strategies, L.P. | 5,064 | $70.2 萬 | 0.08% | 00.0% | 不變 |
| Ervin Investment Management, LLC | 5,065 | $70.6 萬 | 0.66% | 00.0% | 不變 |
| S.A. Mason LLC | 5,100 | $70.7 萬 | 0.52% | +10.0% | 加碼 |
| Global Retirement Partners, LLC | 5,120 | $71.0 萬 | 0.06% | −58−1.1% | 減碼 |
| Souders Financial Advisors | 5,126 | $71.1 萬 | 0.20% | +5,126 | 新進 |
| KRS Capital Management, LLC | 5,151 | $71.4 萬 | 1.02% | +104+2.1% | 加碼 |
| Wealthsource Partners, LLC | 5,160 | $71.5 萬 | 0.05% | −26−0.5% | 減碼 |
| Chesapeake Wealth Management | 5,159 | $71.5 萬 | 0.31% | +1,568+43.7% | 加碼 |
| Boyar Asset Management Inc. | 5,167 | $71.6 萬 | 0.59% | −701−11.9% | 減碼 |
| Echo Street Capital Management LLC | 5,188 | $71.9 萬 | 0.01% | +3,502+207.7% | 加碼 |
| Lewis Capital Management, LLC | 5,269 | $73.1 萬 | 1.04% | −32−0.6% | 減碼 |
| Parkside Financial Bank & Trust | 5,286 | $73.3 萬 | 0.22% | −38−0.7% | 減碼 |
| Abundance Wealth Counselors | 5,304 | $73.5 萬 | 0.20% | −2,997−36.1% | 減碼 |
| Baker Avenue Asset Management, LP | 5,301 | $73.5 萬 | 0.05% | −948−15.2% | 減碼 |
| Confluence Wealth Services, Inc. | 4,514 | $73.5 萬 | 0.32% | +206+4.8% | 加碼 |
| Intellectus Partners, LLC | 5,288 | $73.6 萬 | 0.25% | +1,126+27.1% | 加碼 |
| Weik Capital Management | 5,318 | $73.7 萬 | 0.34% | +1,165+28.1% | 加碼 |
| Vise Technologies, Inc. | 5,317 | $73.7 萬 | 0.29% | +2,106+65.6% | 加碼 |
| Independent Financial Group, LLC | 5,318 | $73.7 萬 | 0.08% | +723+15.7% | 加碼 |
| Brighton Jones LLC | 5,331 | $73.9 萬 | 0.04% | −32−0.6% | 減碼 |
| Knightsbridge Asset Management, LLC | 5,353 | $74.2 萬 | 0.15% | +2,604+94.7% | 加碼 |
| Resources Management Corp | 5,358 | $74.3 萬 | 0.12% | 00.0% | 不變 |
| Waterfront Wealth Inc. | 5,366 | $74.4 萬 | 0.30% | +2,216+70.3% | 加碼 |
| Westwood Management Corp | 5,400 | $74.9 萬 | 0.09% | 00.0% | 不變 |
| Baker Tilly Wealth Management, LLC | 5,409 | $75.0 萬 | 0.10% | −380−6.6% | 減碼 |
| Forum Financial Management, LP | 5,415 | $75.1 萬 | 0.04% | +300+5.9% | 加碼 |
| Keebeck Alpha, LP | 5,431 | $75.3 萬 | 0.34% | +911+20.2% | 加碼 |
| Sargent Bickham Lagudis LLC | 5,436 | $75.4 萬 | 0.07% | +172+3.3% | 加碼 |
| JB Capital LLC | 5,439 | $75.4 萬 | 0.08% | +576+11.8% | 加碼 |
| Pecaut & Co. | 5,467 | $75.8 萬 | 0.43% | −200−3.5% | 減碼 |
| Vectors Research Management, LLC | 5,482 | $76.0 萬 | 0.19% | 00.0% | 不變 |
| HNP Capital LLC | 5,482 | $76.0 萬 | 0.21% | 00.0% | 不變 |
| Boston Financial Mangement LLC | 5,536 | $76.7 萬 | 0.03% | +1,209+27.9% | 加碼 |
| Sunflower Bank, N.A. | 5,550 | $76.9 萬 | 0.15% | −244−4.2% | 減碼 |
| CenterStar Asset Management, LLC | – | $77.1 萬 | 0.84% | – | – |
| Birch Hill Investment Advisors LLC | 5,584 | $77.4 萬 | 0.05% | 00.0% | 不變 |
| Burke & Herbert Bank & Trust Co | 5,602 | $77.6 萬 | 0.59% | 00.0% | 不變 |
| Crewe Advisors LLC | 5,623 | $77.9 萬 | 0.17% | +218+4.0% | 加碼 |
| Lifeworks Advisors, LLC | 5,635 | $78.1 萬 | 0.50% | −72−1.3% | 減碼 |
| Boenning & Scattergood, Inc. | 5,657 | $78.4 萬 | 0.15% | −20−0.4% | 減碼 |
| Thomas White International Ltd | 5,678 | $78.7 萬 | 0.16% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 5,682 | $78.8 萬 | 0.09% | −134−2.3% | 減碼 |
| Spears Abacus Advisors LLC | 5,702 | $79.0 萬 | 0.07% | 00.0% | 不變 |
| united american securities inc. (d/b/a uas asset management) | 5,745 | $79.7 萬 | 0.23% | +5,745 | 新進 |
| Principle Wealth Partners LLC | 5,769 | $79.9 萬 | 0.10% | +450+8.5% | 加碼 |
| Laurel Wealth Advisors LLC | 5,769 | $80.0 萬 | 0.20% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 5,786 | $80.2 萬 | 0.08% | −641−10.0% | 減碼 |
| NBT Bank N A | 5,785 | $80.2 萬 | 0.12% | −25−0.4% | 減碼 |
| Lyell Wealth Management, LP | 5,811 | $80.9 萬 | 0.13% | +69+1.2% | 加碼 |
| Clear Street Markets LLC | 5,856 | $81.2 萬 | 0.27% | +4,756+432.4% | 加碼 |
| Kiwi Wealth Investments Limited Partnership | 5,858 | $81.2 萬 | 0.06% | +5,858 | 新進 |
| Summit Global Investments | 5,867 | $81.3 萬 | 0.07% | −2,655−31.2% | 減碼 |
| LVW Advisors, LLC | 5,862 | $81.3 萬 | 0.17% | −107−1.8% | 減碼 |
| Paragon Private Wealth Management, LLC | 5,875 | $81.4 萬 | 0.87% | +131+2.3% | 加碼 |
| Steel Peak Wealth Management LLC | 5,883 | $81.9 萬 | 0.06% | +2,241+61.5% | 加碼 |
| M Holdings Securities, Inc. | 5,937 | $82.3 萬 | 0.08% | −2,255−27.5% | 減碼 |
| Burney Co | 5,956 | $82.6 萬 | 0.04% | −6,634−52.7% | 減碼 |
| Bank of Hawaii | 6,001 | $83.2 萬 | 0.05% | −477−7.4% | 減碼 |
| Ally Financial Inc. | 6,000 | $83.2 萬 | 0.11% | 00.0% | 不變 |
| Weil Company, Inc. | 6,000 | $83.2 萬 | 0.47% | 00.0% | 不變 |
| Guyasuta Investment Advisors Inc | 6,055 | $83.9 萬 | 0.07% | +350+6.1% | 加碼 |
| Personal Cfo Solutions, LLC | 6,068 | $84.1 萬 | 0.20% | −1,855−23.4% | 減碼 |
| Financial Counselors Inc | 6,083 | $84.3 萬 | 0.02% | −20.0% | 減碼 |
| First Citizens Bank & Trust Co | 6,084 | $84.3 萬 | 0.03% | +173+2.9% | 加碼 |
| Doyle Wealth Management | 6,085 | $84.4 萬 | 0.07% | +10.0% | 加碼 |
| Transatlantique Private Wealth LLC | 6,114 | $84.8 萬 | 0.59% | +6,114 | 新進 |
| IFP Advisors, Inc | 9,633 | $85.1 萬 | 0.03% | −6,200−39.2% | 減碼 |
| WealthTrust Axiom LLC | 6,154 | $85.3 萬 | 0.30% | +10+0.2% | 加碼 |
| Fund Management at Engine No. 1 LLC | 6,159 | $85.4 萬 | 0.23% | +951+18.3% | 加碼 |
| Mutual Advisors, LLC | 6,181 | $85.7 萬 | 0.06% | −1,138−15.5% | 減碼 |
| Becker Capital Management Inc | 6,188 | $85.8 萬 | 0.04% | −4−0.1% | 減碼 |
| Mark Stevens | 6,225 | $86.3 萬 | 0.11% | −797−11.4% | 減碼 |
| Parisi Gray Wealth Management | 6,243 | $86.5 萬 | 0.45% | +18+0.3% | 加碼 |
| Harvest Fund Management Co., Ltd | 6,246 | $86.6 萬 | 0.24% | 00.0% | 不變 |
| Oldfather Financial Services, LLC | 5,738 | $87.0 萬 | 0.50% | −22−0.4% | 減碼 |
| S&CO Inc | 6,300 | $87.3 萬 | 0.07% | 00.0% | 不變 |
| Centaurus Financial, Inc. | 6,317 | $87.6 萬 | 0.09% | +174+2.8% | 加碼 |
| Symmetry Partners, LLC | 6,350 | $88.0 萬 | 0.06% | 00.0% | 不變 |
| Seeyond | 6,363 | $88.2 萬 | 0.10% | −2,562−28.7% | 減碼 |
| CWM, LLC | 6,377 | $88.4 萬 | 0.01% | −439−6.4% | 減碼 |
| InterOcean Capital Group, LLC | 6,376 | $88.4 萬 | 0.04% | +3,982+166.3% | 加碼 |
| Harvest Volatility Management LLC | 6,400 | $88.7 萬 | 0.14% | +515+8.8% | 加碼 |
| Sompo Asset Management Co., Ltd. | 6,410 | $88.8 萬 | 0.22% | −8,440−56.8% | 減碼 |
| Apollon Wealth Management, LLC | 6,405 | $88.8 萬 | 0.07% | −787−10.9% | 減碼 |
| Derbend Asset Management | 6,410 | $88.9 萬 | 0.74% | +10.0% | 加碼 |