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 |
|---|---|---|---|---|---|
| General Partner, Inc. | 936 | $13.8 萬 | 0.13% | +936 | 新進 |
| Truvestments Capital LLC | 960 | $14.2 萬 | 0.08% | +1+0.1% | 加碼 |
| Key Financial Inc | 1,063 | $14.3 萬 | 0.07% | 00.0% | 不變 |
| Colonial Trust Co | 973 | $14.4 萬 | 0.04% | +357+58.0% | 加碼 |
| Osterweis Capital Management Inc | 982 | $14.5 萬 | 0.01% | 00.0% | 不變 |
| Deseret Mutual Benefit Administrators | 988 | $14.6 萬 | 0.06% | −825−45.5% | 減碼 |
| Arlington Partners LLC | 997 | $14.7 萬 | 0.02% | +650+187.3% | 加碼 |
| Close Asset Management Ltd | 1,001 | $14.8 萬 | 0.01% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 1,025 | $15.1 萬 | 0.13% | −414−28.8% | 減碼 |
| Newbridge Financial Services Group, Inc. | 1,069 | $15.8 萬 | 0.09% | −40−3.6% | 減碼 |
| Bank of New Hampshire | 1,075 | $15.9 萬 | 0.05% | 00.0% | 不變 |
| Glass Jacobson Investment Advisors llc | 1,085 | $16.0 萬 | 0.08% | +1,085 | 新進 |
| Concord Wealth Partners | 1,090 | $16.1 萬 | 0.05% | +1,090 | 新進 |
| Global Financial Private Client, LLC | 1,132 | $16.7 萬 | 0.09% | 00.0% | 不變 |
| Magellan Asset Management Ltd | 1,144 | $16.9 萬 | 0.00% | −114−9.1% | 減碼 |
| Valley National Advisers Inc | 1,113 | $17.1 萬 | 0.03% | −65−5.5% | 減碼 |
| Atlantic Trust, LLC | 1,194 | $17.6 萬 | 0.06% | 00.0% | 不變 |
| Godsey & Gibb Associates | 1,207 | $17.8 萬 | 0.03% | +1,207 | 新進 |
| SRS Capital Advisors, Inc. | 1,220 | $18.0 萬 | 0.02% | +63+5.4% | 加碼 |
| Independence Bank of Kentucky | 1,230 | $18.2 萬 | 0.08% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 1,237 | $18.3 萬 | 0.10% | +38+3.2% | 加碼 |
| Pittenger & Anderson Inc | 1,250 | $18.5 萬 | 0.01% | +750+150.0% | 加碼 |
| Trifecta Capital Advisors, LLC | 1,277 | $18.9 萬 | 0.08% | +1,277 | 新進 |
| Rosenberg Matthew Hamilton | 1,284 | $19.0 萬 | 0.06% | +52+4.2% | 加碼 |
| JFS Wealth Advisors, LLC | 1,299 | $19.2 萬 | 0.02% | −66−4.8% | 減碼 |
| Tortoise Investment Management, LLC | 1,299 | $19.2 萬 | 0.03% | −56−4.1% | 減碼 |
| HHM Wealth Advisors, LLC | 1,316 | $19.4 萬 | 0.04% | −55−4.0% | 減碼 |
| Viawealth, LLC | 1,331 | $20.0 萬 | 0.16% | +1,331 | 新進 |
| Regal Investment Advisors LLC | 1,358 | $20.1 萬 | 0.02% | −321−19.1% | 減碼 |
| Single Point Partners, LLC | 1,363 | $20.1 萬 | 0.05% | +1,363 | 新進 |
| Houlihan Financial Resource Group, Ltd. | 1,357 | $20.1 萬 | 0.12% | +1,357 | 新進 |
| Edge Wealth Management LLC | 1,373 | $20.1 萬 | 0.05% | +1,373 | 新進 |
| Legacy Private Trust Co. | 1,365 | $20.2 萬 | 0.02% | +1,365 | 新進 |
| Sebold Capital Management, Inc. | 1,368 | $20.2 萬 | 0.17% | +1,368 | 新進 |
| Alan B. Lancz & Associates, Inc. | 1,300 | $20.2 萬 | 0.20% | 00.0% | 不變 |
| Strait & Sound Wealth Management LLC | 1,318 | $20.3 萬 | 0.22% | +1,318 | 新進 |
| Providence Capital Advisors, LLC | 1,377 | $20.3 萬 | 0.05% | 00.0% | 不變 |
| Keel Point, LLC | 1,380 | $20.4 萬 | 0.03% | +1,380 | 新進 |
| Pacer Advisors, Inc. | 1,380 | $20.4 萬 | 0.00% | +157+12.8% | 加碼 |
| Shulman DeMeo Asset Management LLC | 1,380 | $20.4 萬 | 0.07% | +1,380 | 新進 |
| Semmax Financial Advisors Inc. | 1,325 | $20.4 萬 | 0.08% | −60−4.3% | 減碼 |
| FMB Wealth Management | 1,384 | $20.4 萬 | 0.26% | +1,384 | 新進 |
| State of Wyoming | 1,386 | $20.5 萬 | 0.07% | +545+64.8% | 加碼 |
| Acrisure Capital Management, LLC | 1,389 | $20.5 萬 | 0.23% | +1,389 | 新進 |
| NewEdge Wealth, LLC | 1,391 | $20.6 萬 | 0.01% | −463−25.0% | 減碼 |
| Convergence Investment Partners, LLC | 1,393 | $20.6 萬 | 0.12% | −102−6.8% | 減碼 |
| Tanglewood Legacy Advisors, LLC | 1,397 | $20.6 萬 | 0.15% | +1,397 | 新進 |
| Middleton & Co Inc | 1,400 | $20.7 萬 | 0.03% | +1,400 | 新進 |
| Sherbrooke Park Advisers LLC | 1,400 | $20.7 萬 | 0.15% | +1,400 | 新進 |
| Family Asset Management, LLC | 1,402 | $20.7 萬 | 0.17% | +1,402 | 新進 |
| Terry L. Blaker | 1,404 | $20.7 萬 | 0.02% | −433−23.6% | 減碼 |
| Probity Advisors, Inc. | 1,409 | $20.8 萬 | 0.05% | +1,409 | 新進 |
| Eagle Harbor Asset Management Inc | 1,415 | $20.9 萬 | 0.31% | +1,415 | 新進 |
| DFPG Investments, LLC | 1,362 | $21.0 萬 | 0.03% | −948−41.0% | 減碼 |
| Centric Wealth Management | 1,420 | $21.0 萬 | 0.11% | +1,420 | 新進 |
| City State Bank | 1,420 | $21.0 萬 | 0.13% | 00.0% | 不變 |
| Garner Asset Management Corp | 1,429 | $21.1 萬 | 0.10% | +1,429 | 新進 |
| Perennial Investment Advisors, LLC | 1,429 | $21.1 萬 | 0.09% | +1,429 | 新進 |
| Fairfield, Bush & Co. | 1,430 | $21.1 萬 | 0.14% | +1,430 | 新進 |
| Balboa Wealth Partners | 1,431 | $21.2 萬 | 0.10% | +1,431 | 新進 |
| Drive Wealth Management, LLC | 1,432 | $21.2 萬 | 0.11% | +1,432 | 新進 |
| CVA Family Office, LLC | 1,440 | $21.3 萬 | 0.05% | +220+18.0% | 加碼 |
| East Coast Asset Management, LLC. | 1,442 | $21.3 萬 | 0.11% | +1,442 | 新進 |
| Roberts Wealth Advisors, LLC | 1,450 | $21.3 萬 | 0.10% | +1,450 | 新進 |
| Motco | 1,445 | $21.3 萬 | 0.02% | −717−33.2% | 減碼 |
| Hall Laurie J Trustee | 1,449 | $21.4 萬 | 0.10% | 00.0% | 不變 |
| Cozad Asset Management Inc | 1,450 | $21.4 萬 | 0.03% | +1,450 | 新進 |
| Amplius Wealth Advisors, LLC | 1,453 | $21.5 萬 | 0.03% | +1,453 | 新進 |
| Lineweaver Wealth Advisors, LLC | 1,454 | $21.5 萬 | 0.07% | −165−10.2% | 減碼 |
| Hantz Financial Services, Inc. | 1,458 | $21.5 萬 | 0.01% | −206−12.4% | 減碼 |
| Avestar Capital, LLC | 1,456 | $21.5 萬 | 0.05% | +1,456 | 新進 |
| Davidson Trust Co | 1,458 | $21.5 萬 | 0.19% | +1,458 | 新進 |
| Westover Capital Advisors, LLC | 1,460 | $21.6 萬 | 0.09% | −50−3.3% | 減碼 |
| Thrive Wealth Management, LLC | 1,461 | $21.6 萬 | 0.06% | +1,461 | 新進 |
| Stonebridge Capital Management Inc | 1,460 | $21.6 萬 | 0.10% | −1,000−40.7% | 減碼 |
| Peterson Wealth Services | 1,464 | $21.6 萬 | 0.12% | +1,464 | 新進 |
| Intrust Bank NA | 1,466 | $21.7 萬 | 0.03% | +1,466 | 新進 |
| Five Oceans Advisors | 1,469 | $21.7 萬 | 0.15% | −137−8.5% | 減碼 |
| City Holding Co | 1,481 | $21.9 萬 | 0.04% | 00.0% | 不變 |
| Humankind Investments LLC | 1,485 | $21.9 萬 | 0.10% | +1,485 | 新進 |
| Delta Asset Management LLC | 1,486 | $22.0 萬 | 0.02% | 00.0% | 不變 |
| OneAscent Wealth Management LLC | 1,492 | $22.0 萬 | 0.10% | +1,492 | 新進 |
| Olistico Wealth, LLC | 1,493 | $22.1 萬 | 0.24% | +1,493 | 新進 |
| Mengis Capital Management, Inc. | 1,500 | $22.1 萬 | 0.05% | 00.0% | 不變 |
| Sierra Capital LLC | 1,499 | $22.1 萬 | 0.04% | +170+12.8% | 加碼 |
| Bahl & Gaynor Inc | 1,496 | $22.1 萬 | 0.00% | +1,496 | 新進 |
| Wimmer Associates 1, LLC | 1,500 | $22.2 萬 | 0.15% | 00.0% | 不變 |
| Northwest Wealth Management, LLC | 1,500 | $22.2 萬 | 0.09% | −41−2.7% | 減碼 |
| Hexagon Capital Partners LLC | 1,502 | $22.2 萬 | 0.06% | −204−12.0% | 減碼 |
| Professional Advisory Services Inc | 1,500 | $22.2 萬 | 0.04% | 00.0% | 不變 |
| Weybosset Research & Management LLC | 1,500 | $22.2 萬 | 0.09% | 00.0% | 不變 |
| United Bank | 1,505 | $22.2 萬 | 0.03% | 00.0% | 不變 |
| MV Capital Management, Inc. | 1,508 | $22.3 萬 | 0.03% | +115+8.3% | 加碼 |
| Northwest Bancshares, Inc. | 1,509 | $22.3 萬 | 0.04% | 00.0% | 不變 |
| NorthLanding Financial Partners, LLC | 1,508 | $22.3 萬 | 0.16% | −1−0.1% | 減碼 |
| Mayfair Advisory Group, LLC | 1,483 | $22.3 萬 | 0.28% | 00.0% | 不變 |
| Trust Co of Virginia | 1,511 | $22.3 萬 | 0.03% | −18−1.2% | 減碼 |
| CIC Wealth, LLC | 1,512 | $22.3 萬 | 0.09% | +1,512 | 新進 |
| Hudock, Inc. | 1,516 | $22.4 萬 | 0.08% | −125−7.6% | 減碼 |
| West Family Investments, Inc. | 1,518 | $22.4 萬 | 0.08% | +1,518 | 新進 |