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 |
|---|---|---|---|---|---|
| Laffer Tengler Investments | 9,216 | $124.3 萬 | 0.46% | +31+0.3% | 加碼 |
| Berkshire Asset Management LLC | 9,216 | $124.3 萬 | 0.09% | 00.0% | 不變 |
| Bradley & Co. Private Wealth Management, LLC | 9,151 | $123.5 萬 | 1.47% | 00.0% | 不變 |
| Carl P. Sherr & Co., LLC | 9,150 | $123.4 萬 | 0.98% | +10.0% | 加碼 |
| Invst, LLC | 8,956 | $123.2 萬 | 0.21% | +314+3.6% | 加碼 |
| Trustco Bank Corp N Y | 9,136 | $123.2 萬 | 1.50% | −450−4.7% | 減碼 |
| Bigelow Investment Advisors, LLC | 9,131 | $123.2 萬 | 0.74% | +1,083+13.5% | 加碼 |
| Taylor Frigon Capital Management LLC | 9,055 | $122.2 萬 | 0.64% | +88+1.0% | 加碼 |
| Scotia Capital Inc. | 9,029 | $121.8 萬 | 0.01% | +210+2.4% | 加碼 |
| Schechter Investment Advisors, LLC | 9,022 | $121.7 萬 | 0.12% | −1,150−11.3% | 減碼 |
| TAGStone Capital, Inc. | 9,018 | $121.7 萬 | 1.13% | +28+0.3% | 加碼 |
| TCTC Holdings, LLC | 8,971 | $121.1 萬 | 0.05% | −664−6.9% | 減碼 |
| Lazard Freres Gestion S.A.S. | 8,857 | $121.0 萬 | 0.05% | −300−3.3% | 減碼 |
| Solidarilty Wealth, LLC | 8,177 | $120.2 萬 | 0.70% | +5,202+174.9% | 加碼 |
| Jones Financial Companies LLLP | 8,863 | $119.6 萬 | 0.00% | +8,416+1,882.8% | 加碼 |
| Trustcore Financial Services, LLC | 8,850 | $119.4 萬 | 0.11% | +91+1.0% | 加碼 |
| Morse Asset Management, Inc | 8,802 | $118.7 萬 | 0.45% | −740−7.8% | 減碼 |
| Greenwood Gearhart Inc | 8,775 | $118.4 萬 | 0.19% | −125−1.4% | 減碼 |
| Barden Capital Management, Inc. | 8,773 | $118.4 萬 | 1.38% | +228+2.7% | 加碼 |
| Beaumont Financial Partners, LLC | 8,769 | $118.3 萬 | 0.11% | −75−0.8% | 減碼 |
| Capital Wealth Planning, LLC | 8,737 | $117.9 萬 | 0.02% | −1,105,203−99.2% | 減碼 |
| Center for Financial Planning, Inc. | 8,732 | $117.8 萬 | 0.31% | −10−0.1% | 減碼 |
| Signaturefd, LLC | 8,714 | $117.6 萬 | 0.04% | −398−4.4% | 減碼 |
| NTV Asset Management LLC | 8,685 | $117.2 萬 | 0.25% | 00.0% | 不變 |
| CWM, LLC | 8,687 | $117.2 萬 | 0.01% | +2,310+36.2% | 加碼 |
| Qtron Investments LLC | 8,664 | $116.9 萬 | 0.29% | +687+8.6% | 加碼 |
| C2C Wealth Management, LLC | 8,023 | $116.7 萬 | 0.23% | −60−0.7% | 減碼 |
| KWB Wealth | 8,652 | $116.7 萬 | 0.23% | +162+1.9% | 加碼 |
| Raab & Moskowitz Asset Management LLC | 8,645 | $116.6 萬 | 0.49% | +367+4.4% | 加碼 |
| Howard Capital Management Group, LLC | 8,615 | $116.2 萬 | 0.15% | 00.0% | 不變 |
| Hyman Charles D | 8,584 | $115.8 萬 | 0.09% | −1,663−16.2% | 減碼 |
| Coastal Bridge Advisors, LLC | 8,575 | $115.7 萬 | 0.31% | +54+0.6% | 加碼 |
| Strategic Investment Advisors | 8,564 | $115.6 萬 | 0.26% | +91+1.1% | 加碼 |
| Woodmont Investment Counsel LLC | 8,547 | $115.3 萬 | 0.14% | +201+2.4% | 加碼 |
| Palisade Asset Management, LLC | 8,525 | $115.0 萬 | 0.16% | −198−2.3% | 減碼 |
| Bryn Mawr Trust Co | 8,497 | $114.6 萬 | 0.06% | +198+2.4% | 加碼 |
| Stokes Family Office, LLC | 8,466 | $114.2 萬 | 0.16% | −69−0.8% | 減碼 |
| Investors Asset Management of Georgia Inc | 8,435 | $113.8 萬 | 0.59% | +440+5.5% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 8,435 | $113.8 萬 | 0.41% | +5,180+159.1% | 加碼 |
| Woodstock Corp | 8,391 | $113.2 萬 | 0.17% | −627−7.0% | 減碼 |
| Community Bank, N.A. | 8,390 | $113.2 萬 | 0.17% | −93−1.1% | 減碼 |
| Grimes & Company, Inc. | 8,354 | $112.7 萬 | 0.06% | +112+1.4% | 加碼 |
| Fox Run Management, L.L.C. | 8,336 | $112.5 萬 | 0.44% | +8,336 | 新進 |
| Mission Wealth Management, LP | 8,322 | $112.3 萬 | 0.06% | −152−1.8% | 減碼 |
| Amarillo National Bank | 8,313 | $112.2 萬 | 0.26% | 00.0% | 不變 |
| Moloney Securities Asset Management, LLC | 8,273 | $111.6 萬 | 0.27% | −149−1.8% | 減碼 |
| Osborne Partners Capital Management, LLC | 8,274 | $111.6 萬 | 0.09% | +13+0.2% | 加碼 |
| Boltwood Capital Management | 8,265 | $111.5 萬 | 0.51% | −50−0.6% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 8,252 | $111.3 萬 | 0.01% | −4,092−33.1% | 減碼 |
| Quantinno Capital Management LP | 8,251 | $111.3 萬 | 0.14% | +1,032+14.3% | 加碼 |
| Excalibur Management Corp | 8,221 | $110.9 萬 | 0.62% | 00.0% | 不變 |
| OPSEU Pension Plan Trust Fund | 7,980 | $110.9 萬 | 0.29% | +94+1.2% | 加碼 |
| 55I, LLC | 8,222 | $110.9 萬 | 0.03% | +5,995+269.2% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 8,213 | $110.8 萬 | 0.09% | 00.0% | 不變 |
| Versor Investments LP | 8,209 | $110.7 萬 | 0.07% | +859+11.7% | 加碼 |
| Argus Investors' Counsel, Inc. | 8,200 | $110.6 萬 | 0.98% | −2,900−26.1% | 減碼 |
| FineMark National Bank & Trust | 8,192 | $110.5 萬 | 0.05% | +318+4.0% | 加碼 |
| Two Sigma Securities, LLC | 8,186 | $110.4 萬 | 0.16% | +6,635+427.8% | 加碼 |
| Arden Trust Co | 8,155 | $110.0 萬 | 0.28% | −1,293−13.7% | 減碼 |
| Triad Investment Management | 8,138 | $109.8 萬 | 1.91% | 00.0% | 不變 |
| Dakota Wealth Management | 8,137 | $109.7 萬 | 0.09% | −346−4.1% | 減碼 |
| RFG Advisory, LLC | 7,280 | $109.3 萬 | 0.06% | +348+5.0% | 加碼 |
| Smithfield Trust Co | 8,112 | $109.2 萬 | 0.08% | −220−2.6% | 減碼 |
| Evoke Wealth, LLC | 8,089 | $109.1 萬 | 0.04% | −262−3.1% | 減碼 |
| Veriti Management LLC | 8,067 | $108.8 萬 | 0.16% | −2,031−20.1% | 減碼 |
| Advisory Research Inc | 8,062 | $108.8 萬 | 0.11% | −66−0.8% | 減碼 |
| Massmutual Trust Co FSB | 8,023 | $108.2 萬 | 0.05% | −715−8.2% | 減碼 |
| Union Heritage Capital, LLC | 8,000 | $107.9 萬 | 0.72% | 00.0% | 不變 |
| Karpas Strategies, LLC | 7,987 | $107.7 萬 | 0.41% | +6+0.1% | 加碼 |
| Toroso Investments, LLC | 7,964 | $107.4 萬 | 0.04% | −19,709−71.2% | 減碼 |
| BancorpSouth Bank | 7,812 | $105.4 萬 | 0.11% | +4,105+110.7% | 加碼 |
| United Asset Strategies, Inc. | 7,806 | $105.3 萬 | 0.16% | +31+0.4% | 加碼 |
| Associated Banc-Corp | 7,787 | $105.1 萬 | 0.05% | −200−2.5% | 減碼 |
| Gateway Investment Advisers LLC | 7,759 | $104.7 萬 | 0.01% | −2,296−22.8% | 減碼 |
| SkyView Investment Advisors, LLC | 7,752 | $104.6 萬 | 0.31% | −1,503−16.2% | 減碼 |
| Trust Co of Toledo NA | 7,729 | $104.3 萬 | 0.20% | 00.0% | 不變 |
| Beach Investment Counsel Inc | 7,733 | $104.3 萬 | 0.15% | 00.0% | 不變 |
| Empowered Funds, LLC | 7,734 | $104.3 萬 | 0.10% | +421+5.8% | 加碼 |
| Wealth Advisors, Inc. | 7,721 | $104.2 萬 | 0.53% | 00.0% | 不變 |
| Virginia Retirement Systems Et Al | 7,700 | $103.9 萬 | 0.01% | +7,700 | 新進 |
| Van Cleef Asset Management,Inc | 7,679 | $103.6 萬 | 0.20% | +81+1.1% | 加碼 |
| Joel Isaacson & Co., LLC | 7,649 | $103.2 萬 | 0.09% | +92+1.2% | 加碼 |
| New England Research & Management, Inc. | 7,645 | $103.1 萬 | 0.65% | −255−3.2% | 減碼 |
| Pitcairn Co | 7,611 | $102.7 萬 | 0.11% | +341+4.7% | 加碼 |
| Steel Peak Wealth Management LLC | 7,597 | $102.5 萬 | 0.08% | +1,714+29.1% | 加碼 |
| Insight Advisors, LLC | 7,560 | $102.0 萬 | 0.40% | +45+0.6% | 加碼 |
| Ameritas Investment Partners, Inc. | 7,565 | $101.9 萬 | 0.05% | −251−3.2% | 減碼 |
| Beck Bode, LLC | 7,540 | $101.7 萬 | 0.22% | −1,299−14.7% | 減碼 |
| Beacon Financial Group | 7,374 | $101.6 萬 | 0.16% | +222+3.1% | 加碼 |
| Game Plan Financial Advisors, LLC | 7,502 | $101.2 萬 | 0.85% | −843−10.1% | 減碼 |
| Cigna Investments Inc | 7,492 | $101.0 萬 | 0.23% | −391−5.0% | 減碼 |
| Amica Retiree Medical Trust | 7,478 | $100.9 萬 | 1.26% | +646+9.5% | 加碼 |
| Crestwood Advisors Group LLC | 7,468 | $100.7 萬 | 0.04% | −25−0.3% | 減碼 |
| Telemus Capital, LLC | 7,463 | $100.7 萬 | 0.10% | +500+7.2% | 加碼 |
| Walter & Keenan Financial Consulting Co | 7,455 | $100.6 萬 | 0.43% | +7+0.1% | 加碼 |
| Lumature Wealth Partners, LLC | 7,398 | $99.8 萬 | 0.53% | +108+1.5% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 7,379 | $99.6 萬 | 0.06% | 00.0% | 不變 |
| Investment House LLC | 7,345 | $99.1 萬 | 0.09% | +20+0.3% | 加碼 |
| Personal Cfo Solutions, LLC | 7,343 | $99.1 萬 | 0.25% | +1,275+21.0% | 加碼 |
| Essex Financial Services, Inc. | 7,313 | $98.7 萬 | 0.12% | −482−6.2% | 減碼 |