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 | 2,913 | $1,748 億 |
| 2025 年第 4 季 | 3,044 | $2,168 億 |
| 2025 年第 3 季 | 2,759 | $1,934 億 |
| 2025 年第 2 季 | 2,720 | $1,899 億 |
| 2025 年第 1 季 | 2,628 | $1,607 億 |
| 2024 年第 4 季 | 2,643 | $1,775 億 |
| 2024 年第 3 季 | 2,460 | $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 |
|---|---|---|---|---|---|
| LMCG Investments, LLC | 1,775 | $23.9 萬 | 0.02% | −1−0.1% | 減碼 |
| Traphagen Investment Advisors LLC | 1,060 | $23.9 萬 | 0.04% | 00.0% | 不變 |
| Madison Asset Management, LLC | 1,765 | $23.8 萬 | 0.00% | −654−27.0% | 減碼 |
| Allred Capital Management, LLC | 1,769 | $23.8 萬 | 0.15% | 00.0% | 不變 |
| Keystone Financial Services | 1,613 | $23.7 萬 | 0.14% | −53−3.2% | 減碼 |
| LCNB Corp | 1,757 | $23.7 萬 | 0.13% | 00.0% | 不變 |
| Wealthquest Corp | 1,762 | $23.7 萬 | 0.03% | 00.0% | 不變 |
| Kenfarb & Co. | 1,750 | $23.6 萬 | 0.22% | 00.0% | 不變 |
| Affinity Investment Advisors, LLC | 1,746 | $23.6 萬 | 0.12% | 00.0% | 不變 |
| Buckley Wealth Management, LLC | 1,745 | $23.5 萬 | 0.09% | −1,363−43.9% | 減碼 |
| Alpha Cubed Investments, LLC | 1,743 | $23.5 萬 | 0.02% | −205−10.5% | 減碼 |
| Riverwater Partners LLC | 1,744 | $23.5 萬 | 0.23% | −12−0.7% | 減碼 |
| Kore Private Wealth LLC | 1,732 | $23.4 萬 | 0.04% | −246−12.4% | 減碼 |
| Annex Advisory Services, LLC | 1,737 | $23.4 萬 | 0.02% | −126−6.8% | 減碼 |
| TCWP LLC | 1,737 | $23.4 萬 | 0.05% | +187+12.1% | 加碼 |
| Stratos Wealth Advisors, LLC | 1,725 | $23.3 萬 | 0.02% | −83−4.6% | 減碼 |
| Investors Research Corp | 1,728 | $23.3 萬 | 0.07% | 00.0% | 不變 |
| Fagan Associates, Inc. | 1,725 | $23.3 萬 | 0.07% | +25+1.5% | 加碼 |
| Kolinsky Wealth Management, LLC | 1,721 | $23.2 萬 | 0.29% | +91+5.6% | 加碼 |
| Global Trust Asset Management, LLC | 1,716 | $23.2 萬 | 0.12% | +250+17.1% | 加碼 |
| Private Portfolio Partners LLC | 1,715 | $23.1 萬 | 0.07% | +2+0.1% | 加碼 |
| Hexagon Capital Partners LLC | 1,706 | $23.0 萬 | 0.07% | +294+20.8% | 加碼 |
| Centaurus Financial, Inc. | 1,697 | $22.9 萬 | 0.02% | −4,620−73.1% | 減碼 |
| Zevenbergen Capital Investments LLC | 1,700 | $22.9 萬 | 0.01% | 00.0% | 不變 |
| Deroy & Devereaux Private Investment Counsel Inc | 1,700 | $22.9 萬 | 0.02% | 00.0% | 不變 |
| Sterling Investment Advisors, Ltd. | 1,700 | $22.9 萬 | 0.09% | 00.0% | 不變 |
| Pacific Capital Wealth Advisors, Inc | 1,698 | $22.9 萬 | 0.06% | +86+5.3% | 加碼 |
| Sittner & Nelson, LLC | 1,691 | $22.8 萬 | 0.15% | −474−21.9% | 減碼 |
| Monticello Wealth Management, LLC | 1,686 | $22.8 萬 | 0.03% | 00.0% | 不變 |
| Virtue Capital Management, LLC | 1,689 | $22.8 萬 | 0.04% | +1,689 | 新進 |
| Blue Fin Capital, Inc. | 1,687 | $22.7 萬 | 0.09% | −18−1.1% | 減碼 |
| Mystic Asset Management, Inc. | 1,690 | $22.7 萬 | 0.15% | +25+1.5% | 加碼 |
| Regal Investment Advisors LLC | 1,679 | $22.7 萬 | 0.02% | +151+9.9% | 加碼 |
| Spire Wealth Management | 1,678 | $22.6 萬 | 0.01% | −3,126−65.1% | 減碼 |
| Oxbow Advisors, LLC | 1,678 | $22.6 萬 | 0.04% | 00.0% | 不變 |
| Michael B. Yongue | 1,675 | $22.6 萬 | 0.22% | 00.0% | 不變 |
| NFP Retirement, Inc. | 1,670 | $22.5 萬 | 0.06% | 00.0% | 不變 |
| Industrial Alliance Investment Management Inc. | 1,657 | $22.4 萬 | 0.01% | −403−19.6% | 減碼 |
| Hantz Financial Services, Inc. | 1,664 | $22.4 萬 | 0.01% | −100−5.7% | 減碼 |
| IMPACTfolio, LLC | 1,657 | $22.4 萬 | 0.22% | −65−3.8% | 減碼 |
| StoneX Group Inc. | 1,655 | $22.3 萬 | 0.03% | +71+4.5% | 加碼 |
| Flagship Private Wealth, LLC | 1,654 | $22.3 萬 | 0.23% | 00.0% | 不變 |
| Wimmer Associates 1, LLC | 1,500 | $22.3 萬 | 0.15% | 00.0% | 不變 |
| 180 Wealth Advisors, LLC | 1,651 | $22.3 萬 | 0.06% | +1,651 | 新進 |
| RMR Wealth Builders | 1,649 | $22.2 萬 | 0.05% | +86+5.5% | 加碼 |
| Hudock, Inc. | 1,641 | $22.1 萬 | 0.07% | 00.0% | 不變 |
| Howe & Rusling Inc | 1,636 | $22.1 萬 | 0.03% | +13+0.8% | 加碼 |
| Windsor Group LTD | 1,586 | $22.1 萬 | 0.06% | −31−1.9% | 減碼 |
| First Business Financial Services, Inc. | 1,630 | $22.0 萬 | 0.03% | 00.0% | 不變 |
| Hemington Wealth Management | 1,629 | $22.0 萬 | 0.10% | +15+0.9% | 加碼 |
| Accel Wealth Management | 1,514 | $22.0 萬 | 0.12% | −24−1.6% | 減碼 |
| PDS Planning, Inc | 1,624 | $21.9 萬 | 0.04% | −384−19.1% | 減碼 |
| Schubert & Co | 1,620 | $21.9 萬 | 0.21% | +13+0.8% | 加碼 |
| Five Oceans Advisors | 1,606 | $21.7 萬 | 0.17% | +1,606 | 新進 |
| Corrigan Financial, Inc. | 1,604 | $21.6 萬 | 0.08% | +1+0.1% | 加碼 |
| Puzo Michael J | 1,600 | $21.6 萬 | 0.08% | 00.0% | 不變 |
| Asset Advisors Investment Management, LLC | 1,600 | $21.6 萬 | 0.03% | 00.0% | 不變 |
| Smith, Moore & Co. | 1,598 | $21.6 萬 | 0.03% | +1+0.1% | 加碼 |
| Fairfax Financial Holdings Ltd大師費爾法克斯金融 | 1,600 | $21.6 萬 | 0.01% | +1,600 | 新進 |
| Alta Advisers Ltd | 1,600 | $21.6 萬 | 0.14% | +1,600 | 新進 |
| Lineweaver Wealth Advisors, LLC | 1,619 | $21.5 萬 | 0.07% | −16−1.0% | 減碼 |
| Baker Boyer National Bank | 1,593 | $21.5 萬 | 0.10% | 00.0% | 不變 |
| Capital Asset Advisory Services LLC | 1,594 | $21.5 萬 | 0.03% | +3+0.2% | 加碼 |
| FourThought Financial, LLC | 1,592 | $21.5 萬 | 0.03% | +11+0.7% | 加碼 |
| All Season Financial Advisors, Inc. | 1,593 | $21.5 萬 | 0.23% | +27+1.7% | 加碼 |
| Menard Financial Group LLC | 1,594 | $21.5 萬 | 0.39% | +1,594 | 新進 |
| Independent Solutions Wealth Management, LLC | 1,590 | $21.5 萬 | 0.07% | 00.0% | 不變 |
| Acorn Wealth Advisors, LLC | 1,586 | $21.4 萬 | 0.18% | +10+0.6% | 加碼 |
| Elevated Capital Advisors, LLC | 1,584 | $21.4 萬 | 0.08% | +1,584 | 新進 |
| CPWM, LLC | 1,575 | $21.3 萬 | 0.02% | −382−19.5% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 1,579 | $21.3 萬 | 0.10% | −72−4.4% | 減碼 |
| McElhenny Sheffield Capital Management, LLC | 1,579 | $21.3 萬 | 0.16% | 00.0% | 不變 |
| Retirement Planning Co of New England, Inc. | 1,582 | $21.3 萬 | 0.15% | +46+3.0% | 加碼 |
| Steigerwald, Gordon & Koch Inc. | 1,575 | $21.2 萬 | 0.04% | 00.0% | 不變 |
| Farmers National Bank | 1,567 | $21.1 萬 | 0.08% | −145−8.5% | 減碼 |
| Financial Architects, Inc | 1,563 | $21.1 萬 | 0.04% | +2+0.1% | 加碼 |
| CWA Asset Management Group, LLC | 1,566 | $21.1 萬 | 0.02% | +1,566 | 新進 |
| Legacy Financial Strategies, LLC | 1,566 | $21.1 萬 | 0.10% | +1,566 | 新進 |
| Reliant Investment Management, LLC | 1,556 | $21.0 萬 | 0.15% | 00.0% | 不變 |
| WestEnd Advisors, LLC | 1,546 | $20.9 萬 | 0.01% | −249,442−99.4% | 減碼 |
| BTC Capital Management, Inc. | 1,551 | $20.9 萬 | 0.03% | −390−20.1% | 減碼 |
| Kelman-Lazarov, Inc. | 1,550 | $20.9 萬 | 0.07% | −307−16.5% | 減碼 |
| Skba Capital Management LLC | 1,550 | $20.9 萬 | 0.04% | −100−6.1% | 減碼 |
| Great Diamond Partners, LLC | 1,543 | $20.8 萬 | 0.07% | −458−22.9% | 減碼 |
| Mayfair Advisory Group, LLC | 1,483 | $20.8 萬 | 0.29% | 00.0% | 不變 |
| Northwest Wealth Management, LLC | 1,541 | $20.8 萬 | 0.09% | +21+1.4% | 加碼 |
| Benjamin Edwards Inc | 1,543 | $20.8 萬 | 0.06% | +337+27.9% | 加碼 |
| Armstrong Shaw Associates Inc | 1,534 | $20.7 萬 | 0.22% | 00.0% | 不變 |
| Canton Hathaway, LLC | 1,530 | $20.6 萬 | 0.08% | −327−17.6% | 減碼 |
| Trust Co of Virginia | 1,529 | $20.6 萬 | 0.03% | −274−15.2% | 減碼 |
| Lafayette Investments, Inc. | 1,524 | $20.6 萬 | 0.06% | 00.0% | 不變 |
| Enterprise Financial Services Corp | 1,521 | $20.5 萬 | 0.15% | +14+0.9% | 加碼 |
| Vivaldi Capital Management, LLC | 1,477 | $20.5 萬 | 0.06% | −3−0.2% | 減碼 |
| Semmax Financial Advisors Inc. | 1,385 | $20.4 萬 | 0.09% | −71−4.9% | 減碼 |
| Northwest Bancshares, Inc. | 1,509 | $20.4 萬 | 0.05% | −60−3.8% | 減碼 |
| Forte Capital LLC | 1,515 | $20.4 萬 | 0.04% | 00.0% | 不變 |
| Westover Capital Advisors, LLC | 1,510 | $20.4 萬 | 0.08% | +1,510 | 新進 |
| NorthLanding Financial Partners, LLC | 1,509 | $20.4 萬 | 0.16% | +1,509 | 新進 |
| United Bank | 1,505 | $20.3 萬 | 0.03% | +1,505 | 新進 |
| L2 Asset Management, LLC | 1,507 | $20.3 萬 | 0.15% | +1,507 | 新進 |