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 |
|---|---|---|---|---|---|
| YorkBridge Wealth Partners, LLC | 4,312 | $63.7 萬 | 0.16% | 00.0% | 不變 |
| Cypress Wealth Services, LLC | 4,313 | $63.7 萬 | 0.20% | +38+0.9% | 加碼 |
| Beaumont Asset Management, L.L.C. | 4,316 | $63.8 萬 | 0.47% | +8+0.2% | 加碼 |
| GFG Capital, LLC | 4,323 | $63.9 萬 | 0.14% | −52−1.2% | 減碼 |
| Saxon Interests, Inc. | 4,256 | $64.0 萬 | 0.37% | +73+1.7% | 加碼 |
| Householder Group Estate & Retirement Specialist, LLC | 4,339 | $64.1 萬 | 0.96% | +14+0.3% | 加碼 |
| ARGI Investment Services, LLC | 4,346 | $64.2 萬 | 0.02% | −14−0.3% | 減碼 |
| Laurel Wealth Advisors, Inc. | 4,344 | $64.2 萬 | 0.06% | +264+6.5% | 加碼 |
| Atlas Brown,Inc. | 4,353 | $64.3 萬 | 0.32% | 00.0% | 不變 |
| Brooks, Moore & Associates, Inc. | 4,364 | $64.5 萬 | 0.47% | 00.0% | 不變 |
| RB Capital Management, LLC | 4,367 | $64.5 萬 | 0.24% | −23−0.5% | 減碼 |
| Capital Investment Advisors, LLC | 4,369 | $64.6 萬 | 0.02% | +893+25.7% | 加碼 |
| RFP Financial Group LLC | 4,383 | $64.8 萬 | 0.29% | +4,383 | 新進 |
| IFG Advisors, LLC | 4,403 | $65.0 萬 | 0.28% | +6+0.1% | 加碼 |
| Alhambra Investment Partners LLC | 4,418 | $65.3 萬 | 0.48% | 00.0% | 不變 |
| CFO4Life, L.P. | 4,426 | $65.4 萬 | 0.14% | +4,426 | 新進 |
| CFO4Life Group, LLC | 4,426 | $65.4 萬 | 0.14% | +4,426 | 新進 |
| Legacy Advisors, LLC | 4,427 | $65.4 萬 | 0.12% | +175+4.1% | 加碼 |
| Wedmont Private Capital | 4,361 | $65.5 萬 | 0.10% | −78−1.8% | 減碼 |
| Great Valley Advisor Group, Inc. | 4,443 | $65.6 萬 | 0.03% | +1,401+46.1% | 加碼 |
| Hilltop Holdings Inc. | 4,470 | $66.0 萬 | 0.09% | +134+3.1% | 加碼 |
| Independent Financial Group, LLC | 4,483 | $66.2 萬 | 0.06% | −44−1.0% | 減碼 |
| Schulhoff & Co Inc | 4,490 | $66.3 萬 | 0.31% | 00.0% | 不變 |
| Veritas Investment Partners (UK) Ltd. | 4,500 | $66.5 萬 | 0.02% | +1,500+50.0% | 加碼 |
| Allegheny Financial Group LTD | 4,503 | $66.5 萬 | 0.28% | +17+0.4% | 加碼 |
| Ervin Investment Management, LLC | 4,505 | $66.6 萬 | 0.61% | 00.0% | 不變 |
| Lifeworks Advisors, LLC | 4,514 | $66.7 萬 | 0.38% | −862−16.0% | 減碼 |
| Leavell Investment Management, Inc. | 4,521 | $66.8 萬 | 0.05% | −104−2.2% | 減碼 |
| TCI Wealth Advisors, Inc. | 4,545 | $67.2 萬 | 0.09% | −60−1.3% | 減碼 |
| PFG Advisors | 4,550 | $67.2 萬 | 0.07% | +297+7.0% | 加碼 |
| Advisors Capital Management, LLC | 4,560 | $67.4 萬 | 0.02% | −123−2.6% | 減碼 |
| AdvisorNet Financial, Inc | 4,563 | $67.4 萬 | 0.07% | −1,272−21.8% | 減碼 |
| First Foundation Advisors | 4,565 | $67.4 萬 | 0.03% | +250+5.8% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 4,580 | $67.7 萬 | 0.00% | +2,504+120.6% | 加碼 |
| Fred Alger Management, LLC | 4,600 | $68.0 萬 | 0.00% | −136,060−96.7% | 減碼 |
| Linscomb & Williams, Inc. | 4,611 | $68.1 萬 | 0.03% | +304+7.1% | 加碼 |
| InterOcean Capital Group, LLC | 4,611 | $68.1 萬 | 0.02% | −872−15.9% | 減碼 |
| Delta Financial Group, Inc. | 4,674 | $68.4 萬 | 0.30% | +4,674 | 新進 |
| Greystone Financial Group, LLC | 4,660 | $68.9 萬 | 0.20% | +4,660 | 新進 |
| Baker Avenue Asset Management, LP | 4,672 | $69.0 萬 | 0.04% | +169+3.8% | 加碼 |
| Private Trust Co NA | 4,697 | $69.4 萬 | 0.10% | +49+1.1% | 加碼 |
| BigSur Wealth Management LLC | 4,700 | $69.4 萬 | 0.33% | −300−6.0% | 減碼 |
| Landscape Capital Management, L.L.C. | 4,707 | $69.5 萬 | 0.10% | −83,077−94.6% | 減碼 |
| Dover Advisors, LLC | 4,716 | $69.7 萬 | 0.75% | +4,716 | 新進 |
| Tufton Capital Management | 4,735 | $70.0 萬 | 0.15% | 00.0% | 不變 |
| Steel Peak Wealth Management LLC | 4,746 | $70.1 萬 | 0.05% | −2,851−37.5% | 減碼 |
| Hartford Funds Management Co LLC | 4,749 | $70.2 萬 | 0.07% | +2,908+158.0% | 加碼 |
| CMT Capital Markets Trading GmbH | 4,750 | $70.2 萬 | 0.39% | +1,250+35.7% | 加碼 |
| Sather Financial Group Inc | 4,765 | $70.4 萬 | 0.06% | +4,765 | 新進 |
| NorthRock Partners, LLC | 4,775 | $70.6 萬 | 0.08% | +1,536+47.4% | 加碼 |
| Ronald Blue Trust, Inc. | 5,239 | $70.7 萬 | 0.01% | +2,372+82.7% | 加碼 |
| Twin Capital Management Inc | 4,813 | $71.1 萬 | 0.09% | +1,097+29.5% | 加碼 |
| Koshinski Asset Management, Inc. | 4,820 | $71.2 萬 | 0.07% | +4,820 | 新進 |
| Allworth Financial LP | 4,820 | $71.2 萬 | 0.01% | +498+11.5% | 加碼 |
| Confluence Wealth Services, Inc. | 4,822 | $71.2 萬 | 0.19% | +180+3.9% | 加碼 |
| Pflug Koory, LLC | 4,833 | $71.4 萬 | 0.40% | 00.0% | 不變 |
| Wisconsin Capital Management LLC | 4,835 | $71.4 萬 | 0.54% | −21,085−81.3% | 減碼 |
| Byrne Asset Management LLC | 4,841 | $71.5 萬 | 0.52% | +222+4.8% | 加碼 |
| M Holdings Securities, Inc. | 4,849 | $71.6 萬 | 0.08% | −254−5.0% | 減碼 |
| Flputnam Investment Management Co | 4,847 | $71.6 萬 | 0.03% | +302+6.6% | 加碼 |
| Profit Investment Management, LLC | 4,853 | $71.7 萬 | 0.50% | 00.0% | 不變 |
| Boston Financial Mangement LLC | 4,920 | $72.7 萬 | 0.03% | −687−12.3% | 減碼 |
| Washington Trust Co | 4,938 | $73.0 萬 | 0.03% | −109−2.2% | 減碼 |
| Domani Wealth, LLC | 4,939 | $73.0 萬 | 0.18% | 00.0% | 不變 |
| Waldron Private Wealth LLC | 5,443 | $73.4 萬 | 0.05% | 00.0% | 不變 |
| KB Financial Partners, LLC | 4,978 | $73.5 萬 | 0.25% | −4−0.1% | 減碼 |
| Foundations Investment Advisors, LLC | 4,994 | $73.8 萬 | 0.03% | +2,154+75.8% | 加碼 |
| Sage Rhino Capital LLC | 4,999 | $73.9 萬 | 0.23% | +67+1.4% | 加碼 |
| Monetta Financial Services Inc | 5,000 | $73.9 萬 | 0.85% | 00.0% | 不變 |
| Spirit of America Management Corp | 5,000 | $73.9 萬 | 0.17% | 00.0% | 不變 |
| One68 Global Capital, LLC | 5,000 | $73.9 萬 | 2.34% | +5,000 | 新進 |
| Parkside Financial Bank & Trust | 5,013 | $74.1 萬 | 0.21% | +144+3.0% | 加碼 |
| Red Cedar Capital, LLC | 5,016 | $74.1 萬 | 0.47% | 00.0% | 不變 |
| Garde Capital, Inc. | 5,013 | $74.1 萬 | 0.09% | 00.0% | 不變 |
| Leisure Capital Management | 5,030 | $74.3 萬 | 0.38% | −12−0.2% | 減碼 |
| S.A. Mason LLC | 5,052 | $74.6 萬 | 0.56% | +10.0% | 加碼 |
| Financial Counselors Inc | 5,117 | $75.6 萬 | 0.02% | +250+5.1% | 加碼 |
| LVW Advisors, LLC | 5,124 | $75.7 萬 | 0.16% | −13−0.3% | 減碼 |
| Summit Trail Advisors, LLC | 5,140 | $75.9 萬 | 0.03% | +795+18.3% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 5,144 | $76.0 萬 | 0.14% | +696+15.6% | 加碼 |
| Resources Management Corp | 5,148 | $76.1 萬 | 0.12% | −200−3.7% | 減碼 |
| NBT Bank N A | 5,157 | $76.2 萬 | 0.11% | −291−5.3% | 減碼 |
| Bedel Financial Consulting, Inc. | 5,160 | $76.2 萬 | 0.19% | +227+4.6% | 加碼 |
| HNP Capital LLC | 5,176 | $76.5 萬 | 0.21% | 00.0% | 不變 |
| Vectors Research Management, LLC | 5,176 | $76.5 萬 | 0.20% | 00.0% | 不變 |
| Sawtooth Solutions, LLC | 5,198 | $76.8 萬 | 0.10% | +147+2.9% | 加碼 |
| Radnor Capital Management, LLC | 4,885 | $76.9 萬 | 0.19% | +150+3.2% | 加碼 |
| Aspiriant, LLC | 5,206 | $76.9 萬 | 0.04% | +240+4.8% | 加碼 |
| Papp L Roy & Associates | 5,216 | $77.1 萬 | 0.11% | 00.0% | 不變 |
| Weik Capital Management | 5,218 | $77.1 萬 | 0.36% | −110−2.1% | 減碼 |
| Sargent Bickham Lagudis LLC | 5,241 | $77.4 萬 | 0.06% | 00.0% | 不變 |
| Ignite Planners, LLC | 4,516 | $77.8 萬 | 0.33% | +4,516 | 新進 |
| Lewis Capital Management, LLC | 5,270 | $77.9 萬 | 1.19% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 5,271 | $77.9 萬 | 0.05% | +153+3.0% | 加碼 |
| Oldfather Financial Services, LLC | 5,295 | $78.2 萬 | 0.45% | −64−1.2% | 減碼 |
| Orion Portfolio Solutions, LLC | 5,297 | $78.3 萬 | 0.03% | +1,550+41.4% | 加碼 |
| Wealth Alliance | 5,329 | $78.7 萬 | 0.14% | +500+10.4% | 加碼 |
| SYSTM Wealth Solutions LLC | 5,348 | $79.0 萬 | 0.10% | +5,348 | 新進 |
| Boyar Asset Management Inc. | 5,392 | $79.7 萬 | 0.65% | −100−1.8% | 減碼 |
| Westwood Management Corp | 5,400 | $79.8 萬 | 0.11% | 00.0% | 不變 |