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 |
|---|---|---|---|---|---|
| Connolly Sarah T. | 7,285 | $98.3 萬 | 0.72% | −90−1.2% | 減碼 |
| Auxier Asset Management | 7,288 | $98.3 萬 | 0.19% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 7,279 | $98.2 萬 | 0.05% | +691+10.5% | 加碼 |
| Merit Financial Group, LLC | 7,241 | $97.7 萬 | 0.04% | +28+0.4% | 加碼 |
| Lee Danner & Bass Inc | 7,211 | $97.3 萬 | 0.10% | 00.0% | 不變 |
| Chesapeake Wealth Management | 7,187 | $97.0 萬 | 0.44% | +2,028+39.3% | 加碼 |
| Fort Point Capital Partners LLC | 7,173 | $96.8 萬 | 0.18% | −307−4.1% | 減碼 |
| Van Strum & Towne Inc. | 7,165 | $96.6 萬 | 0.45% | 00.0% | 不變 |
| Bank of Hawaii | 7,133 | $96.2 萬 | 0.07% | +1,132+18.9% | 加碼 |
| Wade G W & Inc | 7,116 | $96.0 萬 | 0.05% | +29+0.4% | 加碼 |
| Ameritas Advisory Services, LLC | 7,117 | $96.0 萬 | 0.06% | +155+2.2% | 加碼 |
| Patten & Patten Inc | 7,112 | $96.0 萬 | 0.09% | +173+2.5% | 加碼 |
| YHB Investment Advisors, Inc. | 7,112 | $95.9 萬 | 0.11% | −100−1.4% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 7,109 | $95.9 萬 | 0.26% | 00.0% | 不變 |
| Ritholtz Wealth Management | 7,107 | $95.9 萬 | 0.05% | +2,326+48.7% | 加碼 |
| First Command Bank | 7,095 | $95.7 萬 | 0.14% | −496−6.5% | 減碼 |
| First Command Financial Services, Inc. | 7,095 | $95.7 萬 | 0.14% | −496−6.5% | 減碼 |
| Continuum Advisory, LLC | 7,086 | $95.6 萬 | 0.17% | +293+4.3% | 加碼 |
| IFP Advisors, Inc | 10,834 | $95.6 萬 | 0.03% | +1,201+12.5% | 加碼 |
| Blueshift Asset Management, LLC | 7,071 | $95.4 萬 | 0.20% | +7,071 | 新進 |
| Gotham Asset Management, LLC | 7,041 | $95.0 萬 | 0.03% | −2,589−26.9% | 減碼 |
| PMC FIG Opportunities LLC | 7,000 | $94.4 萬 | 5.25% | −1,000−12.5% | 減碼 |
| Paradigm Financial Partners, LLC | 6,631 | $94.4 萬 | 0.29% | +310+4.9% | 加碼 |
| Lavaca Capital LLC | 6,820 | $93.6 萬 | 0.52% | −1,785−20.7% | 減碼 |
| Coastline Trust Co | 6,941 | $93.6 萬 | 0.15% | +30+0.4% | 加碼 |
| Checchi Capital Advisers, LLC | 6,910 | $93.2 萬 | 0.10% | −45−0.6% | 減碼 |
| Trust Asset Management LLC | 6,912 | $93.2 萬 | 0.13% | +447+6.9% | 加碼 |
| Harvest Volatility Management LLC | 6,764 | $93.2 萬 | 0.16% | +364+5.7% | 加碼 |
| Piscataqua Savings Bank | 6,901 | $93.1 萬 | 0.89% | −112−1.6% | 減碼 |
| SOA Wealth Advisors, LLC. | 6,901 | $93.1 萬 | 0.28% | +55+0.8% | 加碼 |
| Mutual Advisors, LLC | 6,901 | $93.1 萬 | 0.05% | +720+11.6% | 加碼 |
| Citadel Investment Advisory, Inc. | 6,884 | $92.9 萬 | 0.71% | 00.0% | 不變 |
| Clarius Group, LLC | 6,889 | $92.9 萬 | 0.09% | −99−1.4% | 減碼 |
| Unigestion Holding SA | 6,740 | $92.9 萬 | 0.05% | −228−3.3% | 減碼 |
| Paragon Private Wealth Management, LLC | 6,317 | $92.9 萬 | 0.90% | +442+7.5% | 加碼 |
| Stableford Capital II LLC | 6,630 | $92.8 萬 | 0.45% | −16−0.2% | 減碼 |
| BNC Wealth Management, LLC | 6,862 | $92.6 萬 | 0.56% | −457−6.2% | 減碼 |
| Veracity Capital LLC | 6,831 | $92.2 萬 | 0.50% | +45+0.7% | 加碼 |
| Strategy Asset Managers LLC | 6,833 | $92.2 萬 | 0.25% | +4,786+233.8% | 加碼 |
| Flagship Harbor Advisors, LLC | 6,830 | $92.1 萬 | 0.11% | +1,148+20.2% | 加碼 |
| Bell Rock Capital LLC | 6,825 | $92.1 萬 | 1.14% | +6,825 | 新進 |
| Symmetry Partners, LLC | 6,817 | $92.0 萬 | 0.06% | +467+7.4% | 加碼 |
| McAdam, LLC | 6,776 | $91.4 萬 | 0.10% | +32+0.5% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,759 | $91.2 萬 | 0.01% | −1,762−20.7% | 減碼 |
| AXS Investments LLC | 6,754 | $91.1 萬 | 0.35% | −2,240−24.9% | 減碼 |
| Segall Bryant & Hamill, LLC | 6,741 | $90.8 萬 | 0.01% | −27−0.4% | 減碼 |
| TrimTabs Asset Management, LLC | 6,726 | $90.7 萬 | 0.62% | −343−4.9% | 減碼 |
| Ledyard National Bank | 6,722 | $90.7 萬 | 0.12% | 00.0% | 不變 |
| Harbour Investments, Inc. | 6,542 | $90.7 萬 | 0.06% | 00.0% | 不變 |
| Icon Wealth Advisors, LLC | 6,689 | $90.2 萬 | 0.11% | +6,689 | 新進 |
| Gladstone Institutional Advisory LLC | 6,679 | $90.1 萬 | 0.07% | −1,067−13.8% | 減碼 |
| Intellectus Partners, LLC | 6,662 | $89.9 萬 | 0.32% | +1,374+26.0% | 加碼 |
| Aurora Private Wealth, Inc. | 6,659 | $89.8 萬 | 0.42% | −125−1.8% | 減碼 |
| Campbell & CO Investment Adviser LLC | 6,655 | $89.8 萬 | 0.20% | +4,668+234.9% | 加碼 |
| Monte Financial Group, LLC | 6,600 | $89.0 萬 | 0.55% | +100+1.5% | 加碼 |
| Semper Augustus Investments Group LLC大師Semper Augustus | 6,593 | $88.9 萬 | 0.27% | −13,858−67.8% | 減碼 |
| Principle Wealth Partners LLC | 6,359 | $88.8 萬 | 0.12% | +590+10.2% | 加碼 |
| Harvest Fund Management Co., Ltd | 6,571 | $88.7 萬 | 0.26% | +325+5.2% | 加碼 |
| Balentine LLC | 6,573 | $88.7 萬 | 0.03% | +2,063+45.7% | 加碼 |
| Levin Capital Strategies, L.P. | 6,564 | $88.6 萬 | 0.12% | +1,500+29.6% | 加碼 |
| Duff & Phelps Investment Management Co | 6,555 | $88.4 萬 | 0.01% | −400−5.8% | 減碼 |
| Shelton Capital Management | 6,537 | $88.2 萬 | 0.04% | −72−1.1% | 減碼 |
| Strategic Advisors LLC | 6,450 | $87.0 萬 | 0.19% | −517−7.4% | 減碼 |
| Derbend Asset Management | 6,413 | $86.5 萬 | 0.69% | +30.0% | 加碼 |
| Winton Group Ltd | 6,415 | $86.5 萬 | 0.06% | +1,854+40.6% | 加碼 |
| Spinnaker Trust | 6,376 | $86.0 萬 | 0.07% | −120−1.8% | 減碼 |
| Apollon Wealth Management, LLC | 6,353 | $85.7 萬 | 0.07% | −52−0.8% | 減碼 |
| S&CO Inc | 6,300 | $84.9 萬 | 0.08% | 00.0% | 不變 |
| Clear Street Markets LLC | 6,289 | $84.8 萬 | 0.16% | +433+7.4% | 加碼 |
| Parisi Gray Wealth Management | 6,263 | $84.5 萬 | 0.64% | +20+0.3% | 加碼 |
| Pecaut & Co. | 6,264 | $84.5 萬 | 0.45% | +797+14.6% | 加碼 |
| Keebeck Alpha, LP | 6,241 | $84.2 萬 | 0.45% | +810+14.9% | 加碼 |
| Vise Technologies, Inc. | 6,224 | $84.0 萬 | 0.32% | +907+17.1% | 加碼 |
| Becker Capital Management Inc | 6,188 | $83.5 萬 | 0.04% | 00.0% | 不變 |
| WealthTrust Axiom LLC | 6,154 | $83.0 萬 | 0.32% | 00.0% | 不變 |
| Seeyond | 6,140 | $82.8 萬 | 0.10% | −223−3.5% | 減碼 |
| Transatlantique Private Wealth LLC | 6,114 | $82.5 萬 | 0.55% | 00.0% | 不變 |
| Doyle Wealth Management | 6,096 | $82.2 萬 | 0.07% | +11+0.2% | 加碼 |
| First National Bank of South Miami | 6,077 | $82.0 萬 | 0.63% | −348−5.4% | 減碼 |
| Guyasuta Investment Advisors Inc | 6,055 | $81.7 萬 | 0.07% | 00.0% | 不變 |
| Kiwi Wealth Investments Limited Partnership | 5,858 | $81.2 萬 | 0.06% | 00.0% | 不變 |
| Ally Financial Inc. | 6,000 | $80.9 萬 | 0.13% | 00.0% | 不變 |
| Weil Company, Inc. | 6,000 | $80.9 萬 | 0.50% | 00.0% | 不變 |
| Boenning & Scattergood, Inc. | 5,968 | $80.5 萬 | 0.16% | +311+5.5% | 加碼 |
| Lifeworks Advisors, LLC | 5,376 | $79.8 萬 | 0.45% | −259−4.6% | 減碼 |
| AdvisorNet Financial, Inc | 5,835 | $78.7 萬 | 0.08% | +49+0.8% | 加碼 |
| Conning Inc. | 5,818 | $78.5 萬 | 0.03% | −684−10.5% | 減碼 |
| Mark Stevens | 5,814 | $78.4 萬 | 0.11% | −411−6.6% | 減碼 |
| Wealthsource Partners, LLC | 5,803 | $78.3 萬 | 0.06% | +643+12.5% | 加碼 |
| Ellis Investment Partners, LLC | 5,809 | $78.3 萬 | 0.22% | +843+17.0% | 加碼 |
| TrinityPoint Wealth, LLC | 5,795 | $78.2 萬 | 0.18% | −10,455−64.3% | 減碼 |
| Highline Wealth Partners LLC | 5,775 | $77.9 萬 | 0.63% | +5,775 | 新進 |
| Fund Management at Engine No. 1 LLC | 5,767 | $77.8 萬 | 0.23% | −392−6.4% | 減碼 |
| Laurel Wealth Advisors LLC | 5,770 | $77.8 萬 | 0.20% | +10.0% | 加碼 |
| Lyell Wealth Management, LP | 5,753 | $77.6 萬 | 0.13% | −58−1.0% | 減碼 |
| Baker Tilly Wealth Management, LLC | 5,738 | $77.4 萬 | 0.11% | +329+6.1% | 加碼 |
| Prelude Capital Management, LLC | 5,711 | $77.0 萬 | 0.04% | +3,558+165.3% | 加碼 |
| Spears Abacus Advisors LLC | 5,702 | $76.9 萬 | 0.08% | 00.0% | 不變 |
| Thomas White International Ltd | 5,678 | $76.6 萬 | 0.18% | 00.0% | 不變 |
| Crewe Advisors LLC | 5,680 | $76.6 萬 | 0.14% | +57+1.0% | 加碼 |