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 |
|---|---|---|---|---|---|
| Csenge Advisory Group | 9,182 | $135.7 萬 | 0.11% | −1,769−16.2% | 減碼 |
| Hartline Investment Corp | 9,181 | $135.7 萬 | 0.31% | +9,181 | 新進 |
| Fulton Bank, N.A. | 9,170 | $135.5 萬 | 0.08% | −78−0.8% | 減碼 |
| Trustco Bank Corp N Y | 9,136 | $135.0 萬 | 1.49% | 00.0% | 不變 |
| Teamwork Financial Advisors, LLC | 9,073 | $134.1 萬 | 0.27% | −23,355−72.0% | 減碼 |
| Sequoia Financial Advisors, LLC | 9,071 | $134.0 萬 | 0.03% | +3,565+64.7% | 加碼 |
| Caliber Wealth Management, LLC | 9,067 | $134.0 萬 | 1.02% | −1,649−15.4% | 減碼 |
| Strategic Investment Advisors | 9,057 | $133.8 萬 | 0.28% | +493+5.8% | 加碼 |
| TAGStone Capital, Inc. | 9,048 | $133.7 萬 | 1.10% | +30+0.3% | 加碼 |
| Carl P. Sherr & Co., LLC | 9,018 | $133.2 萬 | 1.01% | −132−1.4% | 減碼 |
| Empowered Funds, LLC | 9,003 | $133.0 萬 | 0.09% | +1,269+16.4% | 加碼 |
| VisionPoint Advisory Group, LLC | 7,284 | $132.1 萬 | 0.55% | +7,284 | 新進 |
| MainStreet Investment Advisors LLC | 8,905 | $131.6 萬 | 0.15% | −657−6.9% | 減碼 |
| Mission Wealth Management, LP | 8,899 | $131.5 萬 | 0.06% | +577+6.9% | 加碼 |
| Ameritas Advisory Services, LLC | 8,855 | $130.8 萬 | 0.06% | +1,738+24.4% | 加碼 |
| Trustcore Financial Services, LLC | 8,851 | $130.8 萬 | 0.11% | +10.0% | 加碼 |
| Washington Trust Advisors, Inc. | 8,842 | $130.6 萬 | 0.14% | −1,129−11.3% | 減碼 |
| Taylor Frigon Capital Management LLC | 8,814 | $130.2 萬 | 0.74% | −241−2.7% | 減碼 |
| Greenwood Gearhart Inc | 8,755 | $129.4 萬 | 0.18% | −20−0.2% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 8,748 | $129.3 萬 | 0.42% | +313+3.7% | 加碼 |
| Center for Financial Planning, Inc. | 8,732 | $129.0 萬 | 0.31% | 00.0% | 不變 |
| Argent Advisors, Inc. | 8,715 | $128.8 萬 | 0.67% | −1,028−10.6% | 減碼 |
| Ascent Group, LLC | 8,707 | $128.6 萬 | 0.15% | +128+1.5% | 加碼 |
| Laffer Tengler Investments | 8,690 | $128.4 萬 | 0.37% | −526−5.7% | 減碼 |
| NTV Asset Management LLC | 8,685 | $128.3 萬 | 0.25% | 00.0% | 不變 |
| Qtron Investments LLC | 8,664 | $128.0 萬 | 0.27% | 00.0% | 不變 |
| Beaumont Financial Advisors, LLC | 8,644 | $127.7 萬 | 0.13% | +8,644 | 新進 |
| Howard Capital Management Group, LLC | 8,615 | $127.3 萬 | 0.15% | 00.0% | 不變 |
| RFG Advisory, LLC | 7,114 | $127.2 萬 | 0.06% | −166−2.3% | 減碼 |
| Ingalls & Snyder LLC | 8,585 | $126.8 萬 | 0.07% | −1,000−10.4% | 減碼 |
| Engineers Gate Manager LP | 8,569 | $126.6 萬 | 0.08% | −10,235−54.4% | 減碼 |
| Coastal Bridge Advisors, LLC | 8,543 | $126.2 萬 | 0.36% | −32−0.4% | 減碼 |
| Woodmont Investment Counsel LLC | 8,541 | $126.2 萬 | 0.14% | −6−0.1% | 減碼 |
| Palisade Asset Management, LLC | 8,523 | $125.9 萬 | 0.14% | −20.0% | 減碼 |
| Hyman Charles D | 8,484 | $125.4 萬 | 0.09% | −100−1.2% | 減碼 |
| DoubleLine ETF Adviser LP | 8,439 | $124.7 萬 | 0.64% | +8,439 | 新進 |
| Investors Asset Management of Georgia Inc | 8,435 | $124.6 萬 | 0.65% | 00.0% | 不變 |
| Amica Retiree Medical Trust | 8,430 | $124.6 萬 | 1.60% | +952+12.7% | 加碼 |
| United Asset Strategies, Inc. | 8,411 | $124.3 萬 | 0.17% | +605+7.8% | 加碼 |
| Beverly Hills Private Wealth, LLC | 8,402 | $124.1 萬 | 0.54% | +8,402 | 新進 |
| Crestwood Advisors Group LLC | 8,401 | $124.1 萬 | 0.04% | +933+12.5% | 加碼 |
| Western Wealth Management, LLC | 8,378 | $123.8 萬 | 0.13% | −6,670−44.3% | 減碼 |
| Axxcess Wealth Management, LLC | 8,364 | $123.6 萬 | 0.10% | +8,364 | 新進 |
| Grimes & Company, Inc. | 8,337 | $123.2 萬 | 0.05% | −17−0.2% | 減碼 |
| Woodstock Corp | 8,316 | $122.9 萬 | 0.16% | −75−0.9% | 減碼 |
| Amarillo National Bank | 8,313 | $122.8 萬 | 0.28% | 00.0% | 不變 |
| Game Plan Financial Advisors, LLC | 8,300 | $122.6 萬 | 1.01% | +798+10.6% | 加碼 |
| Stokes Family Office, LLC | 8,297 | $122.6 萬 | 0.16% | −169−2.0% | 減碼 |
| Osborne Partners Capital Management, LLC | 8,287 | $122.4 萬 | 0.10% | +13+0.2% | 加碼 |
| Moloney Securities Asset Management, LLC | 8,273 | $122.2 萬 | 0.27% | 00.0% | 不變 |
| Lazard Freres Gestion S.A.S. | 8,285 | $122.1 萬 | 0.04% | −572−6.5% | 減碼 |
| Community Bank, N.A. | 8,254 | $122.0 萬 | 0.17% | −136−1.6% | 減碼 |
| Graham Capital Management, L.P. | 8,239 | $121.7 萬 | 0.05% | −4,512−35.4% | 減碼 |
| Veriti Management LLC | 8,237 | $121.7 萬 | 0.16% | +170+2.1% | 加碼 |
| Excalibur Management Corp | 8,231 | $121.6 萬 | 0.64% | +10+0.1% | 加碼 |
| FineMark National Bank & Trust | 8,195 | $121.1 萬 | 0.05% | +30.0% | 加碼 |
| Boltwood Capital Management | 8,190 | $121.0 萬 | 0.49% | −75−0.9% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 8,160 | $120.6 萬 | 0.46% | −485−5.6% | 減碼 |
| Triad Investment Management | 8,138 | $120.2 萬 | 1.88% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 8,113 | $119.9 萬 | 0.06% | +834+11.5% | 加碼 |
| Advisory Research Inc | 8,062 | $119.1 萬 | 0.11% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 7,999 | $118.2 萬 | 0.05% | −24−0.3% | 減碼 |
| Union Heritage Capital, LLC | 8,000 | $118.2 萬 | 0.72% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 7,994 | $118.1 萬 | 0.17% | −192−2.3% | 減碼 |
| KWB Wealth | 7,986 | $118.0 萬 | 0.22% | −666−7.7% | 減碼 |
| C2C Wealth Management, LLC | 7,945 | $117.5 萬 | 0.20% | −78−1.0% | 減碼 |
| Bryn Mawr Trust Co | 7,956 | $117.5 萬 | 0.05% | −541−6.4% | 減碼 |
| Dakota Wealth Management | 7,946 | $117.4 萬 | 0.08% | −191−2.3% | 減碼 |
| Karpas Strategies, LLC | 7,917 | $117.0 萬 | 0.41% | −70−0.9% | 減碼 |
| Intellectus Partners, LLC | 7,912 | $116.9 萬 | 0.41% | +1,250+18.8% | 加碼 |
| Vise Technologies, Inc. | 7,903 | $116.8 萬 | 0.37% | +1,679+27.0% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 7,891 | $116.6 萬 | 0.09% | −322−3.9% | 減碼 |
| Belpointe Asset Management LLC | 7,885 | $116.5 萬 | 0.07% | −2,591−24.7% | 減碼 |
| Evoke Wealth, LLC | 7,884 | $116.5 萬 | 0.04% | −205−2.5% | 減碼 |
| BancorpSouth Bank | 7,816 | $115.5 萬 | 0.11% | +4+0.1% | 加碼 |
| Smithfield Trust Co | 7,824 | $115.2 萬 | 0.08% | −288−3.6% | 減碼 |
| Morse Asset Management, Inc | 7,767 | $114.8 萬 | 0.42% | −1,035−11.8% | 減碼 |
| Beach Investment Counsel Inc | 7,733 | $114.3 萬 | 0.14% | 00.0% | 不變 |
| Merit Financial Group, LLC | 7,732 | $114.2 萬 | 0.04% | +491+6.8% | 加碼 |
| Wealth Advisors, Inc. | 7,721 | $114.1 萬 | 0.61% | 00.0% | 不變 |
| Bank of Hawaii | 7,719 | $114.0 萬 | 0.07% | +586+8.2% | 加碼 |
| Pitcairn Co | 7,716 | $114.0 萬 | 0.11% | +105+1.4% | 加碼 |
| Van Cleef Asset Management,Inc | 7,699 | $113.8 萬 | 0.19% | +20+0.3% | 加碼 |
| Ameritas Investment Partners, Inc. | 7,389 | $113.7 萬 | 0.05% | −176−2.3% | 減碼 |
| SkyView Investment Advisors, LLC | 7,678 | $113.4 萬 | 0.34% | −74−1.0% | 減碼 |
| Associated Banc-Corp | 7,666 | $113.3 萬 | 0.05% | −121−1.6% | 減碼 |
| Centaurus Financial, Inc. | 7,654 | $113.1 萬 | 0.11% | +5,957+351.0% | 加碼 |
| Arden Trust Co | 7,634 | $112.8 萬 | 0.23% | −521−6.4% | 減碼 |
| Buckingham Capital Management, Inc. | 7,555 | $111.6 萬 | 0.19% | +7,555 | 新進 |
| AXS Investments LLC | 7,534 | $111.3 萬 | 0.40% | +780+11.5% | 加碼 |
| Balentine LLC | 7,510 | $111.0 萬 | 0.04% | +937+14.3% | 加碼 |
| Cigna Investments Inc | 7,502 | $110.9 萬 | 0.23% | +10+0.1% | 加碼 |
| Essex Financial Services, Inc. | 7,475 | $110.4 萬 | 0.12% | +162+2.2% | 加碼 |
| Walter & Keenan Financial Consulting Co | 7,455 | $110.1 萬 | 0.43% | 00.0% | 不變 |
| Joel Isaacson & Co., LLC | 7,433 | $109.8 萬 | 0.08% | −216−2.8% | 減碼 |
| Chesapeake Wealth Management | 7,420 | $109.6 萬 | 0.48% | +233+3.2% | 加碼 |
| Investment House LLC | 7,385 | $109.1 萬 | 0.10% | +40+0.5% | 加碼 |
| New England Research & Management, Inc. | 7,385 | $109.1 萬 | 0.63% | −260−3.4% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 7,379 | $109.0 萬 | 0.06% | 00.0% | 不變 |
| Connolly Sarah T. | 7,285 | $107.6 萬 | 0.73% | 00.0% | 不變 |