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 4 季 13F 持有人
American Express Co 在 2022/12/31 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
- 2,008
- 較 2022 年第 3 季 +126 家
- 持有股數
- 6.25 億
- 較 2022 年第 3 季 −343.5 萬 (−0.5%)
- 總市值
- $922.5 億
- 較 2022 年第 3 季 +$74.4 億 (+8.8%)
- 新進機構
- 222
- 另有 692 家加碼
- 清倉機構
- 96
- 另有 736 家減碼
另有 37 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Abundance Wealth Counselors | 5,413 | $80.0 萬 | 0.22% | +90+1.7% | 加碼 |
| Pecaut & Co. | 5,427 | $80.2 萬 | 0.38% | −837−13.4% | 減碼 |
| Sargent Investment Group, LLC | 5,438 | $80.3 萬 | 0.25% | +859+18.8% | 加碼 |
| Symphony Financial, Ltd. Co. | 5,369 | $80.8 萬 | 0.21% | +228+4.4% | 加碼 |
| Sentry Investment Management LLC | 5,496 | $81.2 萬 | 0.36% | +947+20.8% | 加碼 |
| Diligent Investors, LLC | 5,501 | $81.3 萬 | 0.27% | 00.0% | 不變 |
| Birch Hill Investment Advisors LLC | 5,559 | $82.1 萬 | 0.05% | +109+2.0% | 加碼 |
| Harvest Volatility Management LLC | 5,565 | $82.2 萬 | 0.17% | −1,199−17.7% | 減碼 |
| Burke & Herbert Bank & Trust Co | 5,577 | $82.4 萬 | 0.61% | −25−0.4% | 減碼 |
| Geneos Wealth Management Inc. | 5,585 | $82.5 萬 | 0.05% | +730+15.0% | 加碼 |
| Forum Financial Management, LP | 5,588 | $82.6 萬 | 0.03% | +103+1.9% | 加碼 |
| Baker Tilly Wealth Management, LLC | 5,629 | $83.2 萬 | 0.10% | −109−1.9% | 減碼 |
| Ritholtz Wealth Management | 5,641 | $83.3 萬 | 0.05% | −1,466−20.6% | 減碼 |
| Mutual Advisors, LLC | 5,667 | $83.7 萬 | 0.04% | −1,234−17.9% | 減碼 |
| Thomas White International Ltd | 5,678 | $83.9 萬 | 0.18% | 00.0% | 不變 |
| Strategic Advisors LLC | 5,682 | $84.0 萬 | 0.19% | −768−11.9% | 減碼 |
| IFP Advisors, Inc | 9,536 | $84.2 萬 | 0.03% | −1,298−12.0% | 減碼 |
| Spears Abacus Advisors LLC | 5,702 | $84.2 萬 | 0.08% | 00.0% | 不變 |
| Crewe Advisors LLC | 5,717 | $84.5 萬 | 0.13% | +37+0.7% | 加碼 |
| Capital Management Associates | 5,719 | $84.5 萬 | 1.26% | +286+5.3% | 加碼 |
| Lyell Wealth Management, LP | 5,746 | $84.9 萬 | 0.13% | −7−0.1% | 減碼 |
| Laurel Wealth Advisors LLC | 5,771 | $85.3 萬 | 0.20% | +10.0% | 加碼 |
| Highline Wealth Partners LLC | 5,775 | $85.3 萬 | 0.63% | 00.0% | 不變 |
| Waterfront Wealth Inc. | 4,963 | $85.5 萬 | 0.29% | +317+6.8% | 加碼 |
| Conning Inc. | 5,796 | $85.6 萬 | 0.03% | −22−0.4% | 減碼 |
| Spinnaker Trust | 5,819 | $86.0 萬 | 0.07% | −557−8.7% | 減碼 |
| Ellis Investment Partners, LLC | 5,822 | $86.0 萬 | 0.23% | +13+0.2% | 加碼 |
| TrinityPoint Wealth, LLC | 5,829 | $86.1 萬 | 0.20% | +34+0.6% | 加碼 |
| Cornerstone Planning Group LLC | 5,951 | $87.4 萬 | 0.37% | +5,951 | 新進 |
| First National Bank of South Miami | 5,943 | $87.8 萬 | 0.66% | −134−2.2% | 減碼 |
| KRS Capital Management, LLC | 5,949 | $87.9 萬 | 1.20% | +350+6.3% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 5,997 | $88.6 萬 | 0.02% | +2,480+70.5% | 加碼 |
| PMC FIG Opportunities LLC | 6,000 | $88.7 萬 | 4.41% | −1,000−14.3% | 減碼 |
| Ally Financial Inc. | 6,000 | $88.7 萬 | 0.14% | 00.0% | 不變 |
| Weil Company, Inc. | 6,000 | $88.7 萬 | 0.40% | 00.0% | 不變 |
| Knightsbridge Asset Management, LLC | 6,070 | $89.7 萬 | 0.17% | +558+10.1% | 加碼 |
| Derbend Asset Management | 6,103 | $90.2 萬 | 0.72% | −310−4.8% | 減碼 |
| Mark Stevens | 6,138 | $90.7 萬 | 0.12% | +324+5.6% | 加碼 |
| WealthTrust Axiom LLC | 6,153 | $90.9 萬 | 0.32% | −10.0% | 減碼 |
| SageView Advisory Group, LLC | 6,177 | $91.3 萬 | 0.07% | +6,177 | 新進 |
| Becker Capital Management Inc | 6,188 | $91.4 萬 | 0.04% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,251 | $92.4 萬 | 0.01% | −508−7.5% | 減碼 |
| Busey Wealth Management | 6,259 | $92.5 萬 | 0.04% | −11,594−64.9% | 減碼 |
| Lavaca Capital LLC | 6,280 | $92.8 萬 | 0.37% | −540−7.9% | 減碼 |
| Parisi Gray Wealth Management | 6,284 | $92.8 萬 | 0.46% | +21+0.3% | 加碼 |
| Wealthsource Partners, LLC | 6,317 | $93.3 萬 | 0.07% | +514+8.9% | 加碼 |
| Principle Wealth Partners LLC | 6,359 | $94.0 萬 | 0.11% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 6,363 | $94.0 萬 | 0.02% | +6,363 | 新進 |
| S&CO Inc | 6,386 | $94.3 萬 | 0.08% | +86+1.4% | 加碼 |
| Gsa Capital Partners LLP | 6,390 | $94.4 萬 | 0.12% | +6,390 | 新進 |
| First Command Bank | 6,404 | $94.6 萬 | 0.12% | −691−9.7% | 減碼 |
| First Command Financial Services, Inc. | 6,404 | $94.6 萬 | 0.12% | −691−9.7% | 減碼 |
| Carr Financial Group Corp | 6,480 | $95.7 萬 | 0.50% | +6,480 | 新進 |
| Checchi Capital Advisers, LLC | 6,481 | $95.8 萬 | 0.10% | −429−6.2% | 減碼 |
| Geo Capital Gestora de Recursos Ltd | 6,500 | $96.0 萬 | 0.77% | +6,294+3,055.3% | 加碼 |
| Ledyard National Bank | 6,500 | $96.0 萬 | 0.11% | −222−3.3% | 減碼 |
| International Assets Investment Management, LLC | 6,529 | $96.5 萬 | 0.10% | +3,366+106.4% | 加碼 |
| Duff & Phelps Investment Management Co | 6,555 | $96.9 萬 | 0.01% | 00.0% | 不變 |
| Levin Capital Strategies, L.P. | 6,564 | $97.0 萬 | 0.13% | 00.0% | 不變 |
| TrimTabs Asset Management, LLC | 6,579 | $97.2 萬 | 0.63% | −147−2.2% | 減碼 |
| Fund Management at Engine No. 1 LLC | 6,580 | $97.2 萬 | 0.24% | +813+14.1% | 加碼 |
| Harbour Investments, Inc. | 6,594 | $97.4 萬 | 0.06% | +52+0.8% | 加碼 |
| Semper Augustus Investments Group LLC大師Semper Augustus | 6,598 | $97.5 萬 | 0.27% | +5+0.1% | 加碼 |
| Unigestion Holding SA | 6,649 | $98.0 萬 | 0.05% | −91−1.4% | 減碼 |
| Aurora Private Wealth, Inc. | 6,659 | $98.4 萬 | 1.13% | 00.0% | 不變 |
| Icon Wealth Advisors, LLC | 6,669 | $98.5 萬 | 0.11% | −20−0.3% | 減碼 |
| Patten & Patten Inc | 6,680 | $98.7 萬 | 0.09% | −432−6.1% | 減碼 |
| We Are One Seven, LLC | 6,684 | $98.8 萬 | 0.10% | −217−3.1% | 減碼 |
| Paragon Private Wealth Management, LLC | 6,698 | $99.0 萬 | 0.89% | +381+6.0% | 加碼 |
| Lumature Wealth Partners, LLC | 6,701 | $99.0 萬 | 0.55% | −697−9.4% | 減碼 |
| Stableford Capital II LLC | 6,594 | $99.2 萬 | 0.54% | −36−0.5% | 減碼 |
| St Germain D J Co Inc | 47,563 | $99.3 萬 | 0.33% | +6,522+15.9% | 加碼 |
| Segall Bryant & Hamill, LLC | 6,726 | $99.3 萬 | 0.01% | −15−0.2% | 減碼 |
| One River Asset Management, LLC | 6,798 | $100.1 萬 | 0.69% | +6,798 | 新進 |
| Paradigm Financial Partners, LLC | 6,682 | $100.3 萬 | 0.29% | +51+0.8% | 加碼 |
| Stamos Capital Partners, L.P. | 6,800 | $100.5 萬 | 0.32% | −26,010−79.3% | 減碼 |
| Symmetry Partners, LLC | 6,817 | $100.7 萬 | 0.06% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 6,819 | $100.8 萬 | 0.10% | −11−0.2% | 減碼 |
| Strategy Asset Managers LLC | 6,837 | $101.0 萬 | 0.26% | +4+0.1% | 加碼 |
| Wealthspire Advisors, LLC | 6,846 | $101.2 萬 | 0.02% | +1,746+34.2% | 加碼 |
| Piscataqua Savings Bank | 6,877 | $101.6 萬 | 0.86% | −24−0.3% | 減碼 |
| Wade G W & Inc | 6,886 | $101.7 萬 | 0.04% | −230−3.2% | 減碼 |
| Citadel Investment Advisory, Inc. | 6,884 | $101.7 萬 | 0.70% | 00.0% | 不變 |
| Capital Wealth Planning, LLC | 6,907 | $102.1 萬 | 0.01% | −1,830−20.9% | 減碼 |
| Trust Asset Management LLC | 6,912 | $102.1 萬 | 0.13% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 6,913 | $102.1 萬 | 0.27% | +12+0.2% | 加碼 |
| Continuum Advisory, LLC | 6,932 | $102.4 萬 | 0.18% | −154−2.2% | 減碼 |
| Monte Financial Group, LLC | 6,939 | $102.5 萬 | 0.53% | +339+5.1% | 加碼 |
| Bridgefront Capital, LLC | 6,971 | $103.0 萬 | 0.72% | +6,971 | 新進 |
| McAdam, LLC | 6,298 | $103.0 萬 | 0.10% | −478−7.1% | 減碼 |
| Transatlantique Private Wealth LLC | 7,143 | $104.6 萬 | 0.63% | +1,029+16.8% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 7,079 | $104.6 萬 | 0.25% | −30−0.4% | 減碼 |
| Telemus Capital, LLC | 6,974 | $104.7 萬 | 0.10% | −489−6.6% | 減碼 |
| YHB Investment Advisors, Inc. | 7,112 | $105.1 萬 | 0.11% | 00.0% | 不變 |
| Van Strum & Towne Inc. | 7,140 | $105.5 萬 | 0.45% | −25−0.3% | 減碼 |
| Veracity Capital LLC | 7,144 | $105.5 萬 | 0.51% | +313+4.6% | 加碼 |
| HighTower Trust Services, LTA | 7,345 | $105.8 萬 | 0.10% | +4,207+134.1% | 加碼 |
| Fort Point Capital Partners LLC | 7,173 | $106.0 萬 | 0.19% | 00.0% | 不變 |
| Trust Co of Toledo NA | 7,179 | $106.0 萬 | 0.20% | −550−7.1% | 減碼 |
| Clarius Group, LLC | 7,185 | $106.2 萬 | 0.10% | +296+4.3% | 加碼 |