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 3 季 13F 持有人
American Express Co 在 2022/9/30 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
- 1,919
- 較 2022 年第 2 季 −28 家
- 持有股數
- 6.30 億
- 較 2022 年第 2 季 −367.9 萬 (−0.6%)
- 總市值
- $850.9 億
- 較 2022 年第 2 季 −$28.4 億 (−3.2%)
- 新進機構
- 82
- 另有 745 家加碼
- 清倉機構
- 110
- 另有 716 家減碼
另有 28 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Maven Securities LTD | 4,106 | $55.4 萬 | 0.03% | −30,291−88.1% | 減碼 |
| Kovack Advisors, Inc. | 4,110 | $55.4 萬 | 0.08% | −176−4.1% | 減碼 |
| Bond & Devick Financial Network, Inc. | 4,119 | $55.6 萬 | 0.46% | 00.0% | 不變 |
| Hillsdale Investment Management Inc. | 4,178 | $56.4 萬 | 0.05% | +3,506+521.7% | 加碼 |
| Evermay Wealth Management LLC | 4,196 | $56.6 萬 | 0.11% | −65−1.5% | 減碼 |
| Twelve Points Wealth Management LLC | 4,203 | $56.7 萬 | 0.44% | 00.0% | 不變 |
| Heritage Wealth Advisors | 4,209 | $56.8 萬 | 0.04% | 00.0% | 不變 |
| Wellington Shields & Co., LLC | 4,220 | $56.9 萬 | 0.25% | 00.0% | 不變 |
| PFG Advisors | 4,253 | $57.4 萬 | 0.07% | −685−13.9% | 減碼 |
| Legacy Advisors, LLC | 4,252 | $57.4 萬 | 0.13% | +64+1.5% | 加碼 |
| Estabrook Capital Management | 4,274 | $57.7 萬 | 0.11% | 00.0% | 不變 |
| WBH Advisory Inc | 4,302 | $58.0 萬 | 0.08% | +90+2.1% | 加碼 |
| Beaumont Asset Management, L.L.C. | 4,308 | $58.1 萬 | 0.46% | −34−0.8% | 減碼 |
| Linscomb & Williams, Inc. | 4,307 | $58.1 萬 | 0.04% | 00.0% | 不變 |
| XTX Topco Ltd | 4,308 | $58.1 萬 | 0.14% | +870+25.3% | 加碼 |
| First Foundation Advisors | 4,315 | $58.2 萬 | 0.03% | −165−3.7% | 減碼 |
| YorkBridge Wealth Partners, LLC | 4,312 | $58.2 萬 | 0.15% | 00.0% | 不變 |
| Householder Group Estate & Retirement Specialist, LLC | 4,325 | $58.3 萬 | 0.24% | −57−1.3% | 減碼 |
| Allworth Financial LP | 4,322 | $58.3 萬 | 0.01% | +883+25.7% | 加碼 |
| Graypoint LLC | 4,332 | $58.4 萬 | 0.08% | −565−11.5% | 減碼 |
| Hilltop Holdings Inc. | 4,336 | $58.5 萬 | 0.08% | +41+1.0% | 加碼 |
| Summit Trail Advisors, LLC | 4,345 | $58.6 萬 | 0.03% | +70+1.6% | 加碼 |
| Atlas Brown,Inc. | 4,353 | $58.7 萬 | 0.30% | 00.0% | 不變 |
| ARGI Investment Services, LLC | 4,360 | $58.8 萬 | 0.02% | +65+1.5% | 加碼 |
| Basepoint Wealth LLC | 4,362 | $58.9 萬 | 0.63% | −54−1.2% | 減碼 |
| Brooks, Moore & Associates, Inc. | 4,364 | $58.9 萬 | 0.48% | 00.0% | 不變 |
| GFG Capital, LLC | 4,375 | $59.0 萬 | 0.20% | 00.0% | 不變 |
| RB Capital Management, LLC | 4,390 | $59.2 萬 | 0.23% | +493+12.7% | 加碼 |
| IFG Advisors, LLC | 4,397 | $59.3 萬 | 0.30% | +10+0.2% | 加碼 |
| Cypress Wealth Services, LLC | 4,275 | $59.4 萬 | 0.20% | −316−6.9% | 減碼 |
| GYL Financial Synergies, LLC | 4,412 | $59.5 萬 | 0.16% | −291−6.2% | 減碼 |
| Alhambra Investment Partners LLC | 4,418 | $59.6 萬 | 0.45% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 4,443 | $59.9 萬 | 0.06% | −293−6.2% | 減碼 |
| Wedmont Private Capital | 4,439 | $59.9 萬 | 0.12% | +751+20.4% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,448 | $60.0 萬 | 0.11% | +190+4.5% | 加碼 |
| Saxon Interests, Inc. | 4,183 | $60.4 萬 | 0.37% | −718−14.7% | 減碼 |
| Schulhoff & Co Inc | 4,490 | $60.5 萬 | 0.32% | −100−2.2% | 減碼 |
| Allegheny Financial Group LTD | 4,486 | $60.5 萬 | 0.28% | +101+2.3% | 加碼 |
| Old National Bancorp | 4,496 | $60.6 萬 | 0.02% | +245+5.8% | 加碼 |
| Baker Avenue Asset Management, LP | 4,503 | $60.7 萬 | 0.04% | −798−15.1% | 減碼 |
| Ervin Investment Management, LLC | 4,505 | $60.8 萬 | 0.60% | −560−11.1% | 減碼 |
| Donoghue Forlines LLC | 4,512 | $60.9 萬 | 0.22% | +337+8.1% | 加碼 |
| Independent Financial Group, LLC | 4,527 | $61.1 萬 | 0.06% | −791−14.9% | 減碼 |
| Flputnam Investment Management Co | 4,545 | $61.3 萬 | 0.02% | −44−1.0% | 減碼 |
| Sunflower Bank, N.A. | 4,557 | $61.4 萬 | 0.14% | −993−17.9% | 減碼 |
| Sentry Investment Management LLC | 4,549 | $61.4 萬 | 0.29% | +432+10.5% | 加碼 |
| TCI Wealth Advisors, Inc. | 4,605 | $62.1 萬 | 0.10% | −21−0.5% | 減碼 |
| Byrne Asset Management LLC | 4,619 | $62.3 萬 | 0.48% | +415+9.9% | 加碼 |
| Leavell Investment Management, Inc. | 4,625 | $62.4 萬 | 0.05% | +85+1.9% | 加碼 |
| Confluence Wealth Services, Inc. | 4,642 | $62.6 萬 | 0.26% | +128+2.8% | 加碼 |
| Private Trust Co NA | 4,648 | $62.7 萬 | 0.10% | +22+0.5% | 加碼 |
| Evanson Asset Management, LLC | 4,655 | $62.8 萬 | 0.08% | +10.0% | 加碼 |
| Echo Street Capital Management LLC | 4,682 | $63.2 萬 | 0.01% | −506−9.8% | 減碼 |
| Equitable Holdings, Inc. | 4,703 | $63.4 萬 | 0.01% | +531+12.7% | 加碼 |
| Tufton Capital Management | 4,735 | $63.8 萬 | 0.15% | 00.0% | 不變 |
| Radnor Capital Management, LLC | 4,735 | $63.9 萬 | 0.19% | +100+2.2% | 加碼 |
| Burney Co | 4,769 | $64.3 萬 | 0.04% | −1,187−19.9% | 減碼 |
| Wealth Alliance | 4,829 | $65.1 萬 | 0.13% | +177+3.8% | 加碼 |
| Pflug Koory, LLC | 4,833 | $65.2 萬 | 0.40% | −100−2.0% | 減碼 |
| Sargent Investment Group, LLC | 4,579 | $65.2 萬 | 0.20% | −23−0.5% | 減碼 |
| Geneos Wealth Management Inc. | 4,855 | $65.5 萬 | 0.05% | −8,652−64.1% | 減碼 |
| Profit Investment Management, LLC | 4,853 | $65.5 萬 | 0.50% | 00.0% | 不變 |
| Financial Counselors Inc | 4,867 | $65.7 萬 | 0.02% | −1,216−20.0% | 減碼 |
| Parkside Financial Bank & Trust | 4,869 | $65.7 萬 | 0.21% | −417−7.9% | 減碼 |
| Sage Rhino Capital LLC | 4,932 | $66.5 萬 | 0.27% | −99−2.0% | 減碼 |
| Domani Wealth, LLC | 4,939 | $66.6 萬 | 0.20% | 00.0% | 不變 |
| Pendal Group Limited | 4,953 | $66.8 萬 | 0.01% | +4,953 | 新進 |
| Northcape Wealth Management, LLC | 4,959 | $66.9 萬 | 0.24% | −41−0.8% | 減碼 |
| Brighton Jones LLC | 4,965 | $67.0 萬 | 0.04% | −366−6.9% | 減碼 |
| Aspiriant, LLC | 4,966 | $67.0 萬 | 0.03% | +284+6.1% | 加碼 |
| KB Financial Partners, LLC | 4,982 | $67.2 萬 | 0.24% | +747+17.6% | 加碼 |
| BigSur Wealth Management LLC | 5,000 | $67.5 萬 | 0.34% | 00.0% | 不變 |
| Spirit of America Management Corp | 5,000 | $67.5 萬 | 0.16% | 00.0% | 不變 |
| Monetta Financial Services Inc | 5,000 | $67.5 萬 | 0.77% | +1,000+25.0% | 加碼 |
| Garde Capital, Inc. | 5,013 | $67.6 萬 | 0.09% | 00.0% | 不變 |
| Red Cedar Capital, LLC | 5,016 | $67.7 萬 | 0.48% | 00.0% | 不變 |
| Leisure Capital Management | 5,042 | $68.0 萬 | 0.41% | +46+0.9% | 加碼 |
| S.A. Mason LLC | 5,051 | $68.1 萬 | 0.54% | −49−1.0% | 減碼 |
| Washington Trust Co | 5,047 | $68.1 萬 | 0.03% | 00.0% | 不變 |
| Sawtooth Solutions, LLC | 5,051 | $68.1 萬 | 0.10% | +389+8.3% | 加碼 |
| M Holdings Securities, Inc. | 5,103 | $68.8 萬 | 0.08% | −834−14.0% | 減碼 |
| Wealthspire Advisors, LLC | 5,100 | $68.8 萬 | 0.01% | +1,108+27.8% | 加碼 |
| Waterfront Wealth Inc. | 4,646 | $69.2 萬 | 0.26% | −720−13.4% | 減碼 |
| LVW Advisors, LLC | 5,137 | $69.3 萬 | 0.16% | −725−12.4% | 減碼 |
| Vectors Research Management, LLC | 5,176 | $69.8 萬 | 0.20% | −306−5.6% | 減碼 |
| HNP Capital LLC | 5,176 | $69.8 萬 | 0.20% | −306−5.6% | 減碼 |
| Papp L Roy & Associates | 5,216 | $70.4 萬 | 0.11% | +198+3.9% | 加碼 |
| Sargent Bickham Lagudis LLC | 5,241 | $70.7 萬 | 0.06% | −195−3.6% | 減碼 |
| Symphony Financial, Ltd. Co. | 5,141 | $70.8 萬 | 0.23% | +651+14.5% | 加碼 |
| Lewis Capital Management, LLC | 5,270 | $71.1 萬 | 1.09% | +10.0% | 加碼 |
| Compagnie Lombard Odier SCmA | 5,280 | $71.2 萬 | 0.02% | +2,000+61.0% | 加碼 |
| First Citizens Bank & Trust Co | 5,317 | $71.7 萬 | 0.02% | −767−12.6% | 減碼 |
| Wipfli Financial Advisors LLC, | 5,318 | $71.7 萬 | 0.05% | +5,318 | 新進 |
| Abundance Wealth Counselors | 5,323 | $71.8 萬 | 0.21% | +19+0.4% | 加碼 |
| Weik Capital Management | 5,328 | $71.9 萬 | 0.36% | +10+0.2% | 加碼 |
| Resources Management Corp | 5,348 | $72.1 萬 | 0.12% | −10−0.2% | 減碼 |
| Advisors Capital Management, LLC | 4,683 | $72.2 萬 | 0.02% | +93+2.0% | 加碼 |
| Oldfather Financial Services, LLC | 5,359 | $72.3 萬 | 0.45% | −379−6.6% | 減碼 |
| Bedel Financial Consulting, Inc. | 4,933 | $72.5 萬 | 0.19% | +156+3.3% | 加碼 |
| Westwood Management Corp | 5,400 | $72.9 萬 | 0.10% | 00.0% | 不變 |