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 |
|---|---|---|---|---|---|
| Castleark Management LLC | 2,675 | $39.5 萬 | 0.02% | −20,300−88.4% | 減碼 |
| Triangle Securities Wealth Management | 2,676 | $39.5 萬 | 0.14% | 00.0% | 不變 |
| Garrison Asset Management, LLC | 2,681 | $39.6 萬 | 0.26% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 2,689 | $39.7 萬 | 0.06% | +7+0.3% | 加碼 |
| Texas Yale Capital Corp. | 2,690 | $39.7 萬 | 0.02% | −120−4.3% | 減碼 |
| First Citizens Bank & Trust Co | 2,698 | $39.8 萬 | 0.01% | −2,619−49.3% | 減碼 |
| Palisades Hudson Asset Management, L.P. | 2,698 | $39.8 萬 | 0.22% | 00.0% | 不變 |
| Claris Advisors, LLC | 2,694 | $39.8 萬 | 0.38% | −15−0.6% | 減碼 |
| Monetary Management Group Inc | 2,700 | $39.9 萬 | 0.12% | 00.0% | 不變 |
| Guyasuta Investment Advisors Inc | 2,705 | $40.0 萬 | 0.03% | −3,350−55.3% | 減碼 |
| Pendal Group Limited | 2,716 | $40.1 萬 | 0.00% | −2,237−45.2% | 減碼 |
| McLean Asset Management Corp | 2,718 | $40.2 萬 | 0.14% | +48+1.8% | 加碼 |
| Laidlaw Wealth Management LLC | 2,725 | $40.3 萬 | 0.09% | +2+0.1% | 加碼 |
| North Star Investment Management Corp. | 2,729 | $40.3 萬 | 0.04% | +40+1.5% | 加碼 |
| V Wealth Advisors LLC | 2,730 | $40.3 萬 | 0.08% | +440+19.2% | 加碼 |
| Capital Analysts, LLC | 2,731 | $40.4 萬 | 0.02% | −35−1.3% | 減碼 |
| Marcum Wealth, LLC | 2,759 | $40.8 萬 | 0.05% | +12+0.4% | 加碼 |
| Bank Hapoalim BM | 2,760 | $40.8 萬 | 0.05% | 00.0% | 不變 |
| CapWealth Advisors, LLC | 2,771 | $40.9 萬 | 0.05% | 00.0% | 不變 |
| Matrix Asset Advisors Inc | 2,778 | $41.0 萬 | 0.06% | 00.0% | 不變 |
| MidWestOne Financial Group, Inc. | 2,786 | $41.2 萬 | 0.10% | +600+27.4% | 加碼 |
| American National Bank | 2,787 | $41.2 萬 | 0.08% | +2,045+275.6% | 加碼 |
| Marietta Investment Partners LLC | 2,800 | $41.4 萬 | 0.12% | 00.0% | 不變 |
| WSFS Capital Management, LLC | 2,800 | $41.4 萬 | 0.04% | +2,800 | 新進 |
| Kearns & Associates LLC | 2,800 | $41.4 萬 | 0.44% | +2,800 | 新進 |
| Asset Management Corp | 2,810 | $41.5 萬 | 0.35% | +2+0.1% | 加碼 |
| MayTech Global Investments, LLC | 2,832 | $41.8 萬 | 0.14% | 00.0% | 不變 |
| Abbrea Capital, LLC | 2,834 | $41.9 萬 | 0.08% | −65−2.2% | 減碼 |
| Chicago Partners Investment Group LLC | 2,345 | $41.9 萬 | 0.03% | −39−1.6% | 減碼 |
| Echo Street Capital Management LLC | 2,847 | $42.1 萬 | 0.00% | −1,835−39.2% | 減碼 |
| McIlrath & Eck, LLC | 2,852 | $42.1 萬 | 0.11% | 00.0% | 不變 |
| Mezzasalma Advisors, LLC | 2,865 | $42.3 萬 | 0.37% | −608−17.5% | 減碼 |
| Bath Savings Trust Co | 2,873 | $42.4 萬 | 0.05% | −789−21.5% | 減碼 |
| Indiana Trust & Investment Management CO | 2,882 | $42.6 萬 | 0.24% | 00.0% | 不變 |
| Regatta Capital Group, LLC | 2,884 | $42.6 萬 | 0.15% | +252+9.6% | 加碼 |
| Twin Lakes Capital Management, LLC | 2,885 | $42.6 萬 | 0.33% | +4+0.1% | 加碼 |
| Plancorp, LLC | 2,886 | $42.6 萬 | 0.03% | −66−2.2% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 2,888 | $42.7 萬 | 0.04% | +40+1.4% | 加碼 |
| WMS Partners, LLC | 2,893 | $42.7 萬 | 0.04% | −81−2.7% | 減碼 |
| Penserra Capital Management LLC | 2,904 | $42.8 萬 | 0.01% | −734−20.2% | 減碼 |
| Cambridge Advisors Inc. | 2,910 | $43.0 萬 | 0.12% | 00.0% | 不變 |
| Athena Investment Management | 2,918 | $43.1 萬 | 0.32% | +91+3.2% | 加碼 |
| Bristol John W & Co Inc | 2,939 | $43.4 萬 | 0.01% | −481−14.1% | 減碼 |
| Sompo Asset Management Co., Ltd. | 2,960 | $43.7 萬 | 0.10% | +30+1.0% | 加碼 |
| Green Harvest Asset Management LLC | 2,960 | $43.7 萬 | 0.02% | +2,960 | 新進 |
| VeraBank, N.A. | 2,964 | $43.8 萬 | 0.22% | +31+1.1% | 加碼 |
| ERn Financial, LLC | 2,975 | $44.0 萬 | 0.10% | +16+0.5% | 加碼 |
| Altfest L J & Co Inc | 2,980 | $44.0 萬 | 0.07% | −101−3.3% | 減碼 |
| Citizens National Bank Trust Department | 2,995 | $44.3 萬 | 0.12% | −450−13.1% | 減碼 |
| Legacy Wealth Management, LLC | 3,000 | $44.3 萬 | 0.26% | 00.0% | 不變 |
| Mitchell Sinkler & Starr | 3,000 | $44.3 萬 | 0.14% | +3,000 | 新進 |
| Centennial Bank | 3,000 | $44.3 萬 | 0.25% | +3,000 | 新進 |
| Phoenix Wealth Advisors | 3,005 | $44.4 萬 | 0.27% | +161+5.7% | 加碼 |
| Accredited Investors Inc. | 3,016 | $44.6 萬 | 0.04% | −66−2.1% | 減碼 |
| Kula Investments, LLC | 3,023 | $44.7 萬 | 0.16% | +3,023 | 新進 |
| Eagle Ridge Investment Management | 3,029 | $44.8 萬 | 0.05% | +90+3.1% | 加碼 |
| Sanders Morris Harris LLC | 3,042 | $44.9 萬 | 0.17% | 00.0% | 不變 |
| 626 Financial, LLC | 3,042 | $44.9 萬 | 0.31% | −803−20.9% | 減碼 |
| Borer Denton & Associates, Inc. | 3,045 | $45.0 萬 | 0.20% | 00.0% | 不變 |
| Perpetual Investment Management Ltd | 3,045 | $45.0 萬 | 0.05% | −112−3.5% | 減碼 |
| FirstPurpose Wealth LLC | 3,048 | $45.0 萬 | 0.25% | +79+2.7% | 加碼 |
| Acropolis Investment Management, LLC | 3,055 | $45.1 萬 | 0.04% | +4+0.1% | 加碼 |
| Acima Private Wealth, LLC | 3,057 | $45.2 萬 | 0.23% | 00.0% | 不變 |
| Ellevest, Inc. | 3,060 | $45.2 萬 | 0.04% | +428+16.3% | 加碼 |
| Shufro Rose & Co LLC | 3,061 | $45.2 萬 | 0.04% | 00.0% | 不變 |
| Outlook Wealth Advisors, LLC | 3,069 | $45.3 萬 | 0.22% | +177+6.1% | 加碼 |
| Aft, Forsyth & Company, Inc. | 3,071 | $45.4 萬 | 0.39% | −45−1.4% | 減碼 |
| Pekin Hardy Strauss, Inc. | 3,079 | $45.5 萬 | 0.07% | −579−15.8% | 減碼 |
| Advisor Resource Council | 3,085 | $45.6 萬 | 0.27% | −15−0.5% | 減碼 |
| Westmount Partners, LLC | 3,087 | $45.6 萬 | 0.24% | +3,087 | 新進 |
| Aspen Wealth Strategies, LLC | 3,098 | $45.8 萬 | 0.37% | +3,098 | 新進 |
| Herold Advisors, Inc. | 3,101 | $45.8 萬 | 0.19% | +10.0% | 加碼 |
| Magnus Financial Group LLC | 3,107 | $45.9 萬 | 0.07% | −220−6.6% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 3,128 | $46.2 萬 | 0.05% | −44−1.4% | 減碼 |
| Clean Yield Group | 3,132 | $46.3 萬 | 0.20% | −35−1.1% | 減碼 |
| Doliver Advisors, LP | 3,160 | $46.7 萬 | 0.15% | −65−2.0% | 減碼 |
| Aspen Investment Management Inc | 3,158 | $46.7 萬 | 0.31% | −100−3.1% | 減碼 |
| Ridgewood Investments LLC | 3,174 | $46.9 萬 | 0.34% | −231−6.8% | 減碼 |
| Summit Global Investments | 3,174 | $46.9 萬 | 0.04% | +34+1.1% | 加碼 |
| St. James Investment Advisors, LLC | 3,182 | $47.0 萬 | 0.86% | +113+3.7% | 加碼 |
| Beacon Investment Advisors LLC | 3,189 | $47.1 萬 | 0.39% | +3,189 | 新進 |
| Burney Co | 3,195 | $47.2 萬 | 0.02% | −1,574−33.0% | 減碼 |
| Factorial Partners, LLC | 3,200 | $47.3 萬 | 0.36% | 00.0% | 不變 |
| Tompkins Financial Corp | 3,216 | $47.5 萬 | 0.08% | −60−1.8% | 減碼 |
| Old Mission Investment Co LLC | 3,228 | $47.7 萬 | 0.20% | +28+0.9% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 3,230 | $47.7 萬 | 0.11% | +154+5.0% | 加碼 |
| Cable Hill Partners, LLC | 3,235 | $47.8 萬 | 0.09% | +207+6.8% | 加碼 |
| Hoylecohen, LLC | 3,238 | $47.8 萬 | 0.05% | +102+3.3% | 加碼 |
| Hamilton Capital, LLC | 3,239 | $47.9 萬 | 0.03% | +3,239 | 新進 |
| Transcend Wealth Collective, LLC | 3,245 | $47.9 萬 | 0.05% | +3,245 | 新進 |
| BSW Wealth Partners | 3,250 | $48.0 萬 | 0.10% | +978+43.0% | 加碼 |
| Partners Group Holding AG | 3,249 | $48.0 萬 | 0.04% | +510+18.6% | 加碼 |
| Carnegie Capital Asset Management, LLC | 3,251 | $48.0 萬 | 0.02% | +150+4.8% | 加碼 |
| Money Concepts Capital Corp | 3,262 | $48.2 萬 | 0.02% | +2,646+429.5% | 加碼 |
| SignalPoint Asset Management, LLC | 3,278 | $48.4 萬 | 0.17% | +10.0% | 加碼 |
| Financial Management Network Inc | 3,224 | $48.5 萬 | 0.22% | −67−2.0% | 減碼 |
| Private Ocean, LLC | 3,286 | $48.5 萬 | 0.06% | +10.0% | 加碼 |
| Tanager Wealth Management LLP | 3,296 | $48.7 萬 | 0.13% | +304+10.2% | 加碼 |
| Aquatic Capital Management LLC | 3,300 | $48.7 萬 | 0.04% | −37,400−91.9% | 減碼 |
| Hartford Financial Management Inc. | 3,306 | $48.8 萬 | 0.13% | −56−1.7% | 減碼 |