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 |
|---|---|---|---|---|---|
| Smith, Salley & Associates | 12,512 | $168.8 萬 | 0.16% | +14+0.1% | 加碼 |
| Wolverine Trading, LLC | 12,160 | $167.6 萬 | 0.06% | −13,550−52.7% | 減碼 |
| Cito Capital Group, LLC | 12,400 | $167.3 萬 | 0.96% | 00.0% | 不變 |
| Personal Capital Advisors Corp | 12,349 | $166.6 萬 | 0.01% | +463+3.9% | 加碼 |
| Moors & Cabot, Inc. | 12,329 | $166.3 萬 | 0.13% | −95−0.8% | 減碼 |
| Montag A & Associates Inc | 12,260 | $165.4 萬 | 0.11% | +84+0.7% | 加碼 |
| Ashfield Capital Partners, LLC | 12,226 | $164.9 萬 | 0.14% | −600−4.7% | 減碼 |
| CSM Advisors, LLC | 12,189 | $164.4 萬 | 0.18% | +130+1.1% | 加碼 |
| Madison Wealth Management | 12,155 | $164.0 萬 | 0.41% | +241+2.0% | 加碼 |
| Parallel Advisors, LLC | 12,152 | $163.9 萬 | 0.08% | +1,672+16.0% | 加碼 |
| Caldwell Trust Co | 12,137 | $163.7 萬 | 0.24% | +285+2.4% | 加碼 |
| Dynamic Technology Lab Private Ltd | 12,126 | $163.6 萬 | 0.16% | −6,585−35.2% | 減碼 |
| Pinnacle Wealth Management, LLC | 12,101 | $163.3 萬 | 1.98% | +250+2.1% | 加碼 |
| Valeo Financial Advisors, LLC | 12,088 | $163.1 萬 | 0.10% | +446+3.8% | 加碼 |
| Independent Investors Inc | 12,000 | $161.9 萬 | 0.46% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 11,995 | $161.8 萬 | 0.12% | +1,709+16.6% | 加碼 |
| SRN Advisors, LLC | 11,983 | $161.7 萬 | 1.35% | −252−2.1% | 減碼 |
| Mather Group, LLC. | 11,976 | $161.6 萬 | 0.03% | +1,017+9.3% | 加碼 |
| BLB&B Advisors, LLC | 11,944 | $161.1 萬 | 0.13% | 00.0% | 不變 |
| American Portfolios Advisors | 11,921 | $160.8 萬 | 0.07% | −1,446−10.8% | 減碼 |
| Doheny Asset Management | 11,903 | $160.6 萬 | 1.61% | +11,903 | 新進 |
| Insight Inv LLC | 11,871 | $160.2 萬 | 1.78% | −10−0.1% | 減碼 |
| Cape Cod Five Cents Savings Bank | 11,867 | $160.1 萬 | 0.19% | −268−2.2% | 減碼 |
| Bull Street Advisors, LLC | 11,842 | $159.8 萬 | 0.90% | +20+0.2% | 加碼 |
| Change Path, LLC | 11,809 | $159.3 萬 | 0.10% | +40.0% | 加碼 |
| Fruth Investment Management | 11,800 | $159.1 萬 | 0.53% | 00.0% | 不變 |
| Lowe Brockenbrough & Co Inc | 11,662 | $157.3 萬 | 0.15% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 11,608 | $156.6 萬 | 0.06% | −2,077−15.2% | 減碼 |
| Lindsell Train Ltd大師Lindsell Train | 11,600 | $156.6 萬 | 0.03% | 00.0% | 不變 |
| Arcus Capital Partners, LLC | 11,583 | $156.3 萬 | 0.65% | 00.0% | 不變 |
| Aristotle Capital Management, LLC | 11,530 | $155.6 萬 | 0.00% | −86−0.7% | 減碼 |
| Aaron Wealth Advisors | 11,529 | $155.5 萬 | 0.29% | +9,873+596.2% | 加碼 |
| Prime Capital Investment Advisors, LLC | 11,525 | $155.5 萬 | 0.09% | +11,525 | 新進 |
| Rathbone Brothers plc | 11,476 | $154.8 萬 | 0.02% | 00.0% | 不變 |
| Bailard, Inc. | 11,405 | $153.9 萬 | 0.06% | +613+5.7% | 加碼 |
| SOL Capital Management CO | 11,403 | $153.8 萬 | 0.32% | 00.0% | 不變 |
| Sigma Planning Corp | 11,373 | $153.4 萬 | 0.06% | −3,828−25.2% | 減碼 |
| NVWM, LLC | 11,311 | $152.6 萬 | 0.61% | +442+4.1% | 加碼 |
| Adviser Investments LLC | 11,264 | $152.0 萬 | 0.11% | −210−1.8% | 減碼 |
| American Trust | 11,237 | $151.6 萬 | 0.13% | −412−3.5% | 減碼 |
| Private Wealth Partners, LLC | 11,213 | $151.3 萬 | 0.19% | 00.0% | 不變 |
| WCG Wealth Advisors LLC | 10,629 | $151.0 萬 | 0.20% | +522+5.2% | 加碼 |
| Snowden Capital Advisors LLC | 11,163 | $150.6 萬 | 0.07% | +185+1.7% | 加碼 |
| Metis Global Partners, LLC | 11,167 | $150.6 萬 | 0.24% | +848+8.2% | 加碼 |
| Herbst Group, LLC | 11,100 | $149.8 萬 | 1.23% | +700+6.7% | 加碼 |
| Profund Advisors LLC | 11,090 | $149.6 萬 | 0.11% | −172−1.5% | 減碼 |
| Budros, Ruhlin & Roe, Inc. | 11,046 | $149.0 萬 | 0.18% | −33−0.3% | 減碼 |
| Signet Investment Advisory Group, Inc. | 10,997 | $148.4 萬 | 1.15% | −105−0.9% | 減碼 |
| Gifford Fong Associates | 11,000 | $148.4 萬 | 0.37% | 00.0% | 不變 |
| True North Advisors, LLC | 11,000 | $148.4 萬 | 0.49% | 00.0% | 不變 |
| Csenge Advisory Group | 10,951 | $147.7 萬 | 0.12% | −401−3.5% | 減碼 |
| TKG Advisors, LLC | 10,938 | $147.6 萬 | 1.17% | +10,938 | 新進 |
| Resources Investment Advisors, LLC. | 10,915 | $147.3 萬 | 0.05% | +341+3.2% | 加碼 |
| BKD Wealth Advisors, LLC | 10,899 | $147.1 萬 | 0.06% | −257−2.3% | 減碼 |
| FOCUS Wealth Advisors, LLC | 10,901 | $147.1 萬 | 1.04% | −18−0.2% | 減碼 |
| Stock Yards Bank & Trust Co | 10,842 | $146.3 萬 | 0.06% | −34−0.3% | 減碼 |
| St. Johns Investment Management Company, LLC | 10,818 | $145.9 萬 | 0.96% | +540+5.3% | 加碼 |
| CAPROCK Group, Inc. | 10,784 | $145.5 萬 | 0.14% | +361+3.5% | 加碼 |
| Birinyi Associates Inc | 10,781 | $145.4 萬 | 0.68% | −750−6.5% | 減碼 |
| Caliber Wealth Management, LLC | 10,716 | $144.6 萬 | 1.14% | +344+3.3% | 加碼 |
| Inlet Private Wealth, LLC | 10,622 | $143.3 萬 | 0.43% | +8+0.1% | 加碼 |
| Wintrust Investments LLC | 10,606 | $143.1 萬 | 0.18% | +367+3.6% | 加碼 |
| Savant Capital, LLC | 10,568 | $142.6 萬 | 0.04% | −88−0.8% | 減碼 |
| Silicon Hills Wealth Management, LLC | 10,480 | $141.4 萬 | 1.12% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 10,476 | $141.2 萬 | 0.10% | −11,151−51.6% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 10,413 | $140.5 萬 | 0.07% | −397−3.7% | 減碼 |
| Guardian Capital LP | 10,288 | $138.8 萬 | 0.05% | −3,280−24.2% | 減碼 |
| Anchor Investment Management, LLC | 10,269 | $138.5 萬 | 0.21% | −723−6.6% | 減碼 |
| Rothschild Investment Corp | 10,265 | $138.5 萬 | 0.14% | 00.0% | 不變 |
| Penobscot Investment Management Company, Inc. | 10,189 | $137.5 萬 | 0.26% | −100−1.0% | 減碼 |
| Institute for Wealth Management, LLC. | 10,185 | $137.4 萬 | 0.31% | −6−0.1% | 減碼 |
| Ziegler Capital Management, LLC | 10,137 | $136.8 萬 | 0.06% | −113−1.1% | 減碼 |
| Gamble Jones Investment Counsel | 10,103 | $136.3 萬 | 0.11% | −1,364−11.9% | 減碼 |
| Cunning Capital Partners, LP | 10,070 | $135.9 萬 | 1.08% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 9,971 | $134.5 萬 | 0.13% | −582−5.5% | 減碼 |
| FDx Advisors, Inc. | 9,956 | $134.3 萬 | 0.06% | −38−0.4% | 減碼 |
| McMillion Capital Management Inc | 9,926 | $133.9 萬 | 1.24% | 00.0% | 不變 |
| Regent Peak Wealth Advisors LLC | 9,923 | $133.8 萬 | 0.47% | +9,923 | 新進 |
| Constitution Capital LLC | 9,900 | $133.6 萬 | 0.89% | +400+4.2% | 加碼 |
| Berkshire Bank | 9,896 | $133.6 萬 | 0.41% | +634+6.8% | 加碼 |
| Knuff & Co LLC | 9,855 | $133.0 萬 | 0.63% | 00.0% | 不變 |
| Chicago Capital, LLC | 9,849 | $132.9 萬 | 0.08% | −65−0.7% | 減碼 |
| EFG Asset Management (North America) Corp. | 9,763 | $131.8 萬 | 0.30% | −792−7.5% | 減碼 |
| Argent Advisors, Inc. | 9,743 | $131.5 萬 | 0.77% | +516+5.6% | 加碼 |
| Arete Wealth Advisors, LLC | 9,706 | $130.9 萬 | 0.13% | +189+2.0% | 加碼 |
| CoreCap Advisors, LLC | 9,688 | $130.7 萬 | 0.11% | +654+7.2% | 加碼 |
| Linker Capital Management Inc. | 9,650 | $130.2 萬 | 1.61% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 9,639 | $130.0 萬 | 0.11% | +971+11.2% | 加碼 |
| J.W. Cole Advisors, Inc. | 9,620 | $129.8 萬 | 0.11% | +893+10.2% | 加碼 |
| Ingalls & Snyder LLC | 9,585 | $129.3 萬 | 0.07% | −77−0.8% | 減碼 |
| MainStreet Investment Advisors LLC | 9,562 | $129.0 萬 | 0.16% | −7−0.1% | 減碼 |
| Everett Harris & Co | 9,517 | $128.4 萬 | 0.02% | 00.0% | 不變 |
| Ascent Group, LLC | 8,579 | $127.4 萬 | 0.15% | +771+9.9% | 加碼 |
| Simmons Bank | 9,406 | $126.9 萬 | 0.12% | −127−1.3% | 減碼 |
| Plimoth Trust Co LLC | 9,405 | $126.9 萬 | 0.44% | +926+10.9% | 加碼 |
| ACG Wealth | 9,310 | $125.6 萬 | 0.29% | −235−2.5% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 9,263 | $125.0 萬 | 0.19% | 00.0% | 不變 |
| Cumberland Partners Ltd | 9,254 | $124.8 萬 | 0.13% | +6,500+236.0% | 加碼 |
| Insight Wealth Strategies, LLC | 8,993 | $124.7 萬 | 0.23% | 00.0% | 不變 |
| Fulton Bank, N.A. | 9,248 | $124.7 萬 | 0.07% | +603+7.0% | 加碼 |