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 |
|---|---|---|---|---|---|
| Corient Capital Partners, LLC | 12,699 | $176.0 萬 | 0.13% | +559+4.6% | 加碼 |
| Frontier Wealth Management LLC | 12,690 | $175.9 萬 | 0.13% | −665−5.0% | 減碼 |
| Pinnacle Holdings, LLC | 12,616 | $174.9 萬 | 0.80% | +141+1.1% | 加碼 |
| KCM Investment Advisors LLC | 12,609 | $174.8 萬 | 0.08% | −187−1.5% | 減碼 |
| Aviance Capital Partners, LLC | 12,541 | $173.8 萬 | 0.39% | +10.0% | 加碼 |
| Icon Advisers Inc | 12,500 | $173.3 萬 | 0.40% | 00.0% | 不變 |
| Smith, Salley & Associates | 12,498 | $173.2 萬 | 0.15% | +616+5.2% | 加碼 |
| Cito Capital Group, LLC | 12,400 | $172.5 萬 | 0.94% | +1,000+8.8% | 加碼 |
| Moors & Cabot, Inc. | 12,424 | $172.2 萬 | 0.12% | +1,102+9.7% | 加碼 |
| Cetera Advisors LLC | 12,410 | $172.0 萬 | 0.04% | −806−6.1% | 減碼 |
| Quadrant Capital Group LLC | 12,340 | $171.1 萬 | 0.23% | −285−2.3% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 12,344 | $171.1 萬 | 0.66% | −55−0.4% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 12,344 | $171.1 萬 | 0.01% | +447+3.8% | 加碼 |
| Cutler Group LP | 12,272 | $170.1 萬 | 0.23% | −16,997−58.1% | 減碼 |
| Cinctive Capital Management LP | 12,251 | $169.8 萬 | 0.08% | +12,251 | 新進 |
| SRN Advisors, LLC | 12,235 | $169.6 萬 | 1.18% | −8,773−41.8% | 減碼 |
| Montag A & Associates Inc | 12,176 | $169.4 萬 | 0.11% | −1,000−7.6% | 減碼 |
| Bluestein R H & Co | 12,196 | $169.1 萬 | 0.10% | +416+3.5% | 加碼 |
| CX Institutional | 12,191 | $168.9 萬 | 0.13% | +1,913+18.6% | 加碼 |
| IFG Advisory, LLC | 12,176 | $168.7 萬 | 0.18% | −412−3.3% | 減碼 |
| Erste Asset Management GmbH | 12,091 | $168.6 萬 | 0.04% | +2,621+27.7% | 加碼 |
| Cape Cod Five Cents Savings Bank | 12,135 | $168.2 萬 | 0.19% | −111−0.9% | 減碼 |
| Bayesian Capital Management, LP | 12,100 | $167.7 萬 | 0.31% | +2,092+20.9% | 加碼 |
| Arabesque Asset Management Ltd | 12,057 | $167.1 萬 | 0.88% | −4,817−28.5% | 減碼 |
| CSM Advisors, LLC | 12,059 | $167.1 萬 | 0.15% | +510+4.4% | 加碼 |
| Wright Investors Service Inc | 12,032 | $166.8 萬 | 0.48% | +298+2.5% | 加碼 |
| Buttonwood Financial Advisors Inc. | 12,019 | $166.6 萬 | 1.50% | −191−1.6% | 減碼 |
| Independent Investors Inc | 12,000 | $166.3 萬 | 0.45% | −3,000−20.0% | 減碼 |
| Park Avenue Securities LLC | 11,989 | $166.2 萬 | 0.03% | +1,077+9.9% | 加碼 |
| BLB&B Advisors, LLC | 11,944 | $165.6 萬 | 0.13% | −200−1.6% | 減碼 |
| Madison Wealth Management | 11,914 | $165.2 萬 | 0.40% | +191+1.6% | 加碼 |
| Personal Capital Advisors Corp | 11,886 | $164.8 萬 | 0.01% | +1,149+10.7% | 加碼 |
| Insight Inv LLC | 11,881 | $164.7 萬 | 1.66% | +75+0.6% | 加碼 |
| Pinnacle Wealth Management, LLC | 11,851 | $164.3 萬 | 2.31% | +499+4.4% | 加碼 |
| Caldwell Trust Co | 11,852 | $164.3 萬 | 0.23% | −250−2.1% | 減碼 |
| Coldstream Capital Management Inc | 11,845 | $164.2 萬 | 0.06% | +1,569+15.3% | 加碼 |
| Bull Street Advisors, LLC | 11,822 | $163.9 萬 | 0.88% | 00.0% | 不變 |
| Change Path, LLC | 11,805 | $163.6 萬 | 0.09% | −252−2.1% | 減碼 |
| Ballentine Partners, LLC | 11,740 | $162.8 萬 | 0.06% | −30.0% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 11,729 | $162.6 萬 | 0.08% | +1,071+10.0% | 加碼 |
| Lowe Brockenbrough & Co Inc | 11,662 | $162.3 萬 | 0.14% | −75−0.6% | 減碼 |
| American Trust | 11,649 | $161.5 萬 | 0.13% | −2,370−16.9% | 減碼 |
| Valeo Financial Advisors, LLC | 11,642 | $161.4 萬 | 0.10% | −1,093−8.6% | 減碼 |
| Aristotle Capital Management, LLC | 11,616 | $161.0 萬 | 0.00% | −1,580−12.0% | 減碼 |
| Lindsell Train Ltd大師Lindsell Train | 11,600 | $160.9 萬 | 0.03% | 00.0% | 不變 |
| Arcus Capital Partners, LLC | 11,583 | $160.6 萬 | 0.70% | 00.0% | 不變 |
| Birinyi Associates Inc | 11,531 | $159.8 萬 | 0.72% | 00.0% | 不變 |
| Adviser Investments LLC | 11,474 | $159.1 萬 | 0.11% | 00.0% | 不變 |
| Rathbone Brothers plc | 11,476 | $159.1 萬 | 0.02% | +1,045+10.0% | 加碼 |
| Gamble Jones Investment Counsel | 11,467 | $159.0 萬 | 0.12% | −100−0.9% | 減碼 |
| SOL Capital Management CO | 11,403 | $158.1 萬 | 0.32% | −60−0.5% | 減碼 |
| Csenge Advisory Group | 11,352 | $157.4 萬 | 0.13% | −533−4.5% | 減碼 |
| Profund Advisors LLC | 11,262 | $156.1 萬 | 0.10% | −1,979−14.9% | 減碼 |
| Capstone Investment Advisors, LLC | 11,259 | $156.1 萬 | 0.04% | +9,876+714.1% | 加碼 |
| Private Wealth Partners, LLC | 11,213 | $155.4 萬 | 0.18% | 00.0% | 不變 |
| BKD Wealth Advisors, LLC | 11,156 | $154.6 萬 | 0.06% | −450−3.9% | 減碼 |
| Signet Investment Advisory Group, Inc. | 11,102 | $153.9 萬 | 1.07% | −162−1.4% | 減碼 |
| Argus Investors' Counsel, Inc. | 11,100 | $153.9 萬 | 1.14% | 00.0% | 不變 |
| Budros, Ruhlin & Roe, Inc. | 11,079 | $153.6 萬 | 0.18% | −182−1.6% | 減碼 |
| Gifford Fong Associates | 11,000 | $152.5 萬 | 0.36% | 00.0% | 不變 |
| True North Advisors, LLC | 11,000 | $152.4 萬 | 0.47% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 10,992 | $152.4 萬 | 0.22% | +433+4.1% | 加碼 |
| Snowden Capital Advisors LLC | 10,978 | $152.1 萬 | 0.07% | +4,329+65.1% | 加碼 |
| Mather Group, LLC. | 10,959 | $151.9 萬 | 0.03% | +248+2.3% | 加碼 |
| FOCUS Wealth Advisors, LLC | 10,919 | $151.4 萬 | 1.04% | +186+1.7% | 加碼 |
| NVWM, LLC | 10,869 | $150.7 萬 | 0.59% | +348+3.3% | 加碼 |
| Stock Yards Bank & Trust Co | 10,876 | $150.7 萬 | 0.06% | +5,838+115.9% | 加碼 |
| Meeder Asset Management Inc | 10,819 | $149.9 萬 | 0.09% | −300−2.7% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 10,810 | $149.8 萬 | 0.07% | −974−8.3% | 減碼 |
| Bailard, Inc. | 10,792 | $149.6 萬 | 0.06% | −1,757−14.0% | 減碼 |
| Savant Capital, LLC | 10,656 | $147.7 萬 | 0.04% | +725+7.3% | 加碼 |
| Inlet Private Wealth, LLC | 10,614 | $147.1 萬 | 0.42% | +203+1.9% | 加碼 |
| Resources Investment Advisors, LLC. | 10,574 | $146.6 萬 | 0.06% | +3,101+41.5% | 加碼 |
| EFG Asset Management (North America) Corp. | 10,555 | $146.4 萬 | 0.31% | −1,614−13.3% | 減碼 |
| Washington Trust Advisors, Inc. | 10,553 | $146.3 萬 | 0.13% | −5,995−36.2% | 減碼 |
| Herbst Group, LLC | 10,400 | $146.0 萬 | 1.15% | 00.0% | 不變 |
| 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 |
| 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 |
| CAPROCK Group, Inc. | 10,423 | $145.0 萬 | 0.14% | +351+3.5% | 加碼 |
| Brookstone Capital Management | 10,174 | $144.2 萬 | 0.03% | +401+4.1% | 加碼 |
| Caliber Wealth Management, LLC | 10,372 | $143.8 萬 | 1.12% | +10,372 | 新進 |
| Metis Global Partners, LLC | 10,319 | $143.1 萬 | 0.23% | +229+2.3% | 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 |
| St. Johns Investment Management Company, LLC | 10,278 | $142.5 萬 | 0.91% | +247+2.5% | 加碼 |
| Rothschild Investment Corp | 10,265 | $142.3 萬 | 0.13% | +246+2.5% | 加碼 |
| Ziegler Capital Management, LLC | 10,250 | $142.1 萬 | 0.06% | +628+6.5% | 加碼 |
| Hyman Charles D | 10,247 | $142.0 萬 | 0.10% | 00.0% | 不變 |
| Wintrust Investments LLC | 10,239 | $141.9 萬 | 0.17% | −596−5.5% | 減碼 |
| Institute for Wealth Management, LLC. | 10,191 | $141.3 萬 | 0.28% | +72+0.7% | 加碼 |
| Schechter Investment Advisors, LLC | 10,172 | $141.0 萬 | 0.14% | −628−5.8% | 減碼 |
| 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 |
| WCG Wealth Advisors LLC | 10,107 | $140.1 萬 | 0.19% | +10,107 | 新進 |
| Veriti Management LLC | 10,098 | $140.0 萬 | 0.20% | −586−5.5% | 減碼 |
| Cunning Capital Partners, LP | 10,070 | $139.6 萬 | 1.08% | +10,070 | 新進 |
| 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 |