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 |
|---|---|---|---|---|---|
| Winton Group Ltd | 4,561 | $63.2 萬 | 0.03% | −794−14.8% | 減碼 |
| Leavell Investment Management, Inc. | 4,540 | $63.2 萬 | 0.05% | +50+1.1% | 加碼 |
| Symphony Financial, Ltd. Co. | 4,490 | $62.6 萬 | 0.19% | +307+7.3% | 加碼 |
| Balentine LLC | 4,510 | $62.5 萬 | 0.02% | −1,544−25.5% | 減碼 |
| Laurion Capital Management LP | 4,495 | $62.3 萬 | 0.03% | −94−2.0% | 減碼 |
| First Foundation Advisors | 4,480 | $62.1 萬 | 0.03% | −423−8.6% | 減碼 |
| Stevens Capital Management LP | 4,468 | $61.9 萬 | 0.43% | −147−3.2% | 減碼 |
| Advisor Resource Council | 4,439 | $61.6 萬 | 0.06% | −5,184−53.9% | 減碼 |
| V Wealth Advisors LLC | 4,443 | $61.6 萬 | 0.12% | −108−2.4% | 減碼 |
| Capitolis Advisors LLC | 4,442 | $61.6 萬 | 0.03% | 00.0% | 不變 |
| Sun Life Financial INC | 4,419 | $61.4 萬 | 0.05% | −184−4.0% | 減碼 |
| Basepoint Wealth LLC | 4,416 | $61.2 萬 | 0.64% | −266−5.7% | 減碼 |
| Alhambra Investment Partners LLC | 4,418 | $61.2 萬 | 0.44% | 00.0% | 不變 |
| Allegheny Financial Group LTD | 4,385 | $60.8 萬 | 0.28% | −32−0.7% | 減碼 |
| IFG Advisors, LLC | 4,387 | $60.8 萬 | 0.31% | +5+0.1% | 加碼 |
| Householder Group Estate & Retirement Specialist, LLC | 4,382 | $60.7 萬 | 0.27% | +86+2.0% | 加碼 |
| GFG Capital, LLC | 4,375 | $60.6 萬 | 0.18% | +8+0.2% | 加碼 |
| Brooks, Moore & Associates, Inc. | 4,364 | $60.5 萬 | 0.44% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 4,366 | $60.5 萬 | 0.03% | +1,453+49.9% | 加碼 |
| Atlas Brown,Inc. | 4,353 | $60.3 萬 | 0.28% | 00.0% | 不變 |
| Beaumont Asset Management, L.L.C. | 4,342 | $60.1 萬 | 0.45% | −39−0.9% | 減碼 |
| Thoroughbred Financial Services, LLC | 4,336 | $60.1 萬 | 0.11% | −19−0.4% | 減碼 |
| Centiva Capital, LP | 4,333 | $60.1 萬 | 0.03% | +2,384+122.3% | 加碼 |
| YorkBridge Wealth Partners, LLC | 4,312 | $59.8 萬 | 0.16% | −10−0.2% | 減碼 |
| Linscomb & Williams, Inc. | 4,307 | $59.7 萬 | 0.03% | −535−11.0% | 減碼 |
| GoalVest Advisory LLC | 4,276 | $59.7 萬 | 0.38% | −77−1.8% | 減碼 |
| ARGI Investment Services, LLC | 4,295 | $59.5 萬 | 0.02% | −87−2.0% | 減碼 |
| Hilltop Holdings Inc. | 4,295 | $59.5 萬 | 0.08% | +4+0.1% | 加碼 |
| Summit Trail Advisors, LLC | 4,275 | $59.5 萬 | 0.04% | +1,877+78.3% | 加碼 |
| Kovack Advisors, Inc. | 4,286 | $59.4 萬 | 0.08% | −192−4.3% | 減碼 |
| Evermay Wealth Management LLC | 4,261 | $59.3 萬 | 0.12% | −350−7.6% | 減碼 |
| Estabrook Capital Management | 4,274 | $59.2 萬 | 0.10% | 00.0% | 不變 |
| WBH Advisory Inc | 4,212 | $59.2 萬 | 0.08% | +10.0% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,258 | $59.0 萬 | 0.11% | −239−5.3% | 減碼 |
| Old National Bancorp | 4,251 | $59.0 萬 | 0.02% | +1,852+77.2% | 加碼 |
| Trillium Asset Management, LLC | 4,247 | $58.9 萬 | 0.02% | +45+1.1% | 加碼 |
| Emfo, LLC | 4,250 | $58.9 萬 | 0.60% | +750+21.4% | 加碼 |
| KB Financial Partners, LLC | 4,235 | $58.7 萬 | 0.20% | −514−10.8% | 減碼 |
| Wellington Shields & Co., LLC | 4,220 | $58.5 萬 | 0.14% | −6,720−61.4% | 減碼 |
| Byrne Asset Management LLC | 4,204 | $58.3 萬 | 0.43% | −169−3.9% | 減碼 |
| Twelve Points Wealth Management LLC | 4,203 | $58.3 萬 | 0.45% | 00.0% | 不變 |
| Heritage Wealth Advisors | 4,209 | $58.3 萬 | 0.04% | +1,037+32.7% | 加碼 |
| Legacy Advisors, LLC | 4,188 | $58.1 萬 | 0.12% | −852−16.9% | 減碼 |
| DT Investment Partners, LLC | 4,177 | $57.9 萬 | 0.09% | 00.0% | 不變 |
| Donoghue Forlines LLC | 4,175 | $57.9 萬 | 0.15% | +245+6.2% | 加碼 |
| Equitable Holdings, Inc. | 4,172 | $57.8 萬 | 0.01% | −284−6.4% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,140 | $57.4 萬 | 0.05% | −2,100−33.7% | 減碼 |
| Hills Bank & Trust Co | 4,133 | $57.3 萬 | 0.09% | 00.0% | 不變 |
| Sentry Investment Management LLC | 4,117 | $57.1 萬 | 0.26% | −802−16.3% | 減碼 |
| Bond & Devick Financial Network, Inc. | 4,119 | $57.1 萬 | 0.50% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 4,080 | $56.8 萬 | 0.03% | +658+19.2% | 加碼 |
| Centerpoint Advisors, LLC | 4,069 | $56.4 萬 | 0.29% | +10+0.2% | 加碼 |
| Laurel Wealth Advisors, Inc. | 4,066 | $56.3 萬 | 0.06% | −322−7.3% | 減碼 |
| Wesbanco Bank Inc | 4,047 | $56.1 萬 | 0.02% | −379−8.6% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 4,049 | $56.1 萬 | 0.12% | −3−0.1% | 減碼 |
| Marcum Wealth, LLC | 4,037 | $56.0 萬 | 0.08% | +1,735+75.4% | 加碼 |
| Baldwin Investment Management, LLC | 4,001 | $55.5 萬 | 0.19% | +21+0.5% | 加碼 |
| Monetta Financial Services Inc | 4,000 | $55.4 萬 | 0.58% | 00.0% | 不變 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4,000 | $55.4 萬 | 0.32% | 00.0% | 不變 |
| Robertson Stephens Wealth Management, LLC | 3,979 | $55.3 萬 | 0.05% | −304−7.1% | 減碼 |
| Wealthspire Advisors, LLC | 3,992 | $55.3 萬 | 0.01% | +649+19.4% | 加碼 |
| Perpetual Investment Management Ltd | 3,979 | $55.2 萬 | 0.08% | −177−4.3% | 減碼 |
| B. Riley Wealth Management, Inc. | 3,970 | $55.0 萬 | 0.05% | +529+15.4% | 加碼 |
| Orion Portfolio Solutions, LLC | 3,959 | $54.9 萬 | 0.02% | −1,607−28.9% | 減碼 |
| First Farmers & Merchants Bank / Trust | 3,964 | $54.9 萬 | 0.68% | −300−7.0% | 減碼 |
| TNF LLC | 3,575 | $54.7 萬 | 0.26% | 00.0% | 不變 |
| Titus Wealth Management | 3,948 | $54.7 萬 | 0.27% | +2,030+105.8% | 加碼 |
| Oakworth Capital, Inc. | 3,940 | $54.6 萬 | 0.05% | −72−1.8% | 減碼 |
| Platform Technology Partners | 3,934 | $54.5 萬 | 0.30% | +38+1.0% | 加碼 |
| Venturi Wealth Management, LLC | 3,914 | $54.3 萬 | 0.05% | −1,500−27.7% | 減碼 |
| MTM Investment Management, LLC | 3,856 | $54.1 萬 | 0.29% | −35−0.9% | 減碼 |
| Thompson Investment Management, Inc. | 3,905 | $54.1 萬 | 0.09% | +1,160+42.3% | 加碼 |
| RB Capital Management, LLC | 3,897 | $54.0 萬 | 0.20% | +114+3.0% | 加碼 |
| First Affirmative Financial Network | 3,861 | $53.5 萬 | 0.61% | −97−2.5% | 減碼 |
| Culbertson A N & Co Inc | 3,865 | $53.5 萬 | 0.12% | 00.0% | 不變 |
| Somerville Kurt F | 3,825 | $53.0 萬 | 0.10% | −200−5.0% | 減碼 |
| Transform Wealth, LLC | 3,804 | $52.9 萬 | 0.08% | +108+2.9% | 加碼 |
| Richwood Investment Advisors, LLC | 3,802 | $52.7 萬 | 0.53% | +120+3.3% | 加碼 |
| Carnegie Capital Asset Management, LLC | 3,805 | $52.7 萬 | 0.02% | +842+28.4% | 加碼 |
| Benin Management CORP | 3,797 | $52.6 萬 | 0.20% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 3,806 | $52.6 萬 | 0.02% | +850+28.8% | 加碼 |
| Merrion Investment Management Co, LLC | 3,781 | $52.4 萬 | 0.51% | −110−2.8% | 減碼 |
| Tompkins Financial Corp | 3,776 | $52.4 萬 | 0.08% | 00.0% | 不變 |
| Fukoku Mutual Life Insurance Co | 3,767 | $52.2 萬 | 0.04% | −700−15.7% | 減碼 |
| Verus Capital Partners, LLC | 3,788 | $52.2 萬 | 0.10% | −520−12.1% | 減碼 |
| Farmers & Merchants Investments Inc | 3,769 | $52.2 萬 | 0.02% | 00.0% | 不變 |
| Twin Capital Management Inc | 3,756 | $52.1 萬 | 0.07% | −40−1.1% | 減碼 |
| Aries Wealth Management | 3,756 | $52.1 萬 | 0.24% | +3,756 | 新進 |
| Sutton Wealth Advisors Inc. | 3,737 | $51.8 萬 | 0.21% | −19−0.5% | 減碼 |
| First City Capital Management, Inc. | 3,736 | $51.8 萬 | 0.32% | −30−0.8% | 減碼 |
| Cadence Bank NA | 3,725 | $51.7 萬 | 0.17% | +39+1.1% | 加碼 |
| Bellwether Advisors, LLC | 3,723 | $51.6 萬 | 0.17% | +2,857+329.9% | 加碼 |
| CoreFirst Bank & Trust | 3,716 | $51.5 萬 | 0.41% | 00.0% | 不變 |
| Aspire Private Capital, LLC | 3,718 | $51.5 萬 | 0.18% | +20+0.5% | 加碼 |
| Intersect Capital LLC | 3,712 | $51.5 萬 | 0.16% | +28+0.8% | 加碼 |
| BancorpSouth Bank | 3,707 | $51.4 萬 | 0.07% | −251−6.3% | 減碼 |
| Optas, LLC | 3,727 | $51.4 萬 | 0.21% | +322+9.5% | 加碼 |
| Financial Management Network Inc | 3,647 | $51.2 萬 | 0.27% | +110+3.1% | 加碼 |
| Wedmont Private Capital | 3,688 | $51.1 萬 | 0.11% | +653+21.5% | 加碼 |
| SeaCrest Wealth Management, LLC | 3,676 | $51.0 萬 | 0.06% | −83−2.2% | 減碼 |