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 |
|---|---|---|---|---|---|
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 23,857 | $352.6 萬 | 0.82% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 23,830 | $352.1 萬 | 0.40% | −574−2.4% | 減碼 |
| Overbrook Management Corp | 23,828 | $352.1 萬 | 1.02% | 00.0% | 不變 |
| Cinctive Capital Management LP | 23,770 | $351.2 萬 | 0.18% | +23,770 | 新進 |
| Cary Street Partner Investment Advisory LLC | 23,564 | $348.2 萬 | 0.26% | −187−0.8% | 減碼 |
| Univest Financial Corp | 23,486 | $347.0 萬 | 1.09% | −1,745−6.9% | 減碼 |
| Tower Research Capital LLC (TRC) | 23,482 | $347.0 萬 | 0.14% | −80,053−77.3% | 減碼 |
| United Services Automobile Association | 23,420 | $346.0 萬 | 0.08% | 00.0% | 不變 |
| Lakeview Capital Partners, LLC | 20,004 | $345.4 萬 | 1.10% | −301−1.5% | 減碼 |
| Hutner Capital Management Inc | 23,375 | $345.4 萬 | 2.14% | −15−0.1% | 減碼 |
| Putnam Investments LLC | 23,253 | $343.6 萬 | 0.01% | −555−2.3% | 減碼 |
| Mitchell Capital Management Co | 23,098 | $341.3 萬 | 0.94% | −312−1.3% | 減碼 |
| RBF Capital, LLC | 23,000 | $339.8 萬 | 0.26% | 00.0% | 不變 |
| Grassi Investment Management | 22,960 | $339.2 萬 | 0.46% | 00.0% | 不變 |
| J. Goldman & Co LP | 22,954 | $339.1 萬 | 0.24% | +22,954 | 新進 |
| NatWest Group plc | 22,856 | $337.7 萬 | 1.92% | −1,467−6.0% | 減碼 |
| Chemistry Wealth Management LLC | 22,657 | $334.8 萬 | 1.30% | +99+0.4% | 加碼 |
| Front Barnett Associates LLC | 22,652 | $334.7 萬 | 0.42% | −30−0.1% | 減碼 |
| Chatham Capital Group, Inc. | 22,537 | $333.0 萬 | 0.78% | −4,824−17.6% | 減碼 |
| Venture Visionary Partners LLC | 22,441 | $331.6 萬 | 0.24% | +583+2.7% | 加碼 |
| Family Management Corp | 22,186 | $327.8 萬 | 0.80% | −22−0.1% | 減碼 |
| Fiduciary Group LLC | 22,173 | $327.6 萬 | 0.44% | −73−0.3% | 減碼 |
| Hancock Whitney Corp | 22,060 | $326.0 萬 | 0.13% | −595−2.6% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 22,039 | $325.6 萬 | 0.17% | 00.0% | 不變 |
| Financial Partners Capital Management LLC | 21,965 | $324.5 萬 | 0.72% | −2,645−10.7% | 減碼 |
| Cipher Capital LP | 21,959 | $324.4 萬 | 0.61% | −23,961−52.2% | 減碼 |
| ExodusPoint Capital Management, LP | 21,905 | $323.6 萬 | 0.05% | −90,313−80.5% | 減碼 |
| Ropes Wealth Advisors LLC | 21,745 | $321.3 萬 | 0.58% | +1,435+7.1% | 加碼 |
| Sumitomo Life Insurance Co | 21,604 | $319.2 萬 | 0.24% | +360+1.7% | 加碼 |
| GWM Advisors LLC | 37,878 | $317.7 萬 | 0.09% | +9,685+34.4% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 21,495 | $317.6 萬 | 0.28% | 00.0% | 不變 |
| Verdence Capital Advisors LLC | 21,433 | $316.7 萬 | 0.39% | −1,546−6.7% | 減碼 |
| Benson Investment Management Company, Inc. | 21,430 | $316.6 萬 | 1.87% | +21,430 | 新進 |
| Park National Corp | 21,416 | $316.4 萬 | 0.14% | −1,296−5.7% | 減碼 |
| Greenleaf Trust | 21,368 | $315.7 萬 | 0.04% | +1,528+7.7% | 加碼 |
| Kathleen S. Wright Associates Inc. | 21,227 | $313.6 萬 | 2.13% | 00.0% | 不變 |
| BI Asset Management Fondsmaeglerselskab A/S | 21,067 | $311.3 萬 | 0.08% | −12,492−37.2% | 減碼 |
| Ceera Investments, LLC | 20,976 | $309.9 萬 | 1.96% | −2,010−8.7% | 減碼 |
| Erste Asset Management GmbH | 20,885 | $307.7 萬 | 0.06% | +6,479+45.0% | 加碼 |
| Wellington Shields Capital Management, LLC | 20,752 | $306.6 萬 | 0.37% | −3,507−14.5% | 減碼 |
| Horizon Investment Services, LLC | 20,693 | $305.7 萬 | 2.22% | +20,693 | 新進 |
| Stone Point Wealth LLC | 20,620 | $304.7 萬 | 1.49% | +714+3.6% | 加碼 |
| Hudson Valley Investment Advisors Inc | 20,579 | $304.1 萬 | 0.46% | +622+3.1% | 加碼 |
| Stephens Inc | 20,410 | $301.6 萬 | 0.06% | −5,630−21.6% | 減碼 |
| Horizon Investments, LLC | 20,367 | $299.9 萬 | 0.09% | −156−0.8% | 減碼 |
| Trinity Legacy Partners, LLC | 20,268 | $299.5 萬 | 1.19% | +1,136+5.9% | 加碼 |
| Richard Bernstein Advisors LLC | 20,236 | $299.0 萬 | 0.07% | −2,298−10.2% | 減碼 |
| Azimuth Capital Investment Management LLC | 20,160 | $297.9 萬 | 0.15% | +125+0.6% | 加碼 |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $297.2 萬 | 2.94% | 00.0% | 不變 |
| Americana Partners, LLC | 20,058 | $296.4 萬 | 0.51% | −914−4.4% | 減碼 |
| Gilman Hill Asset Management, LLC | 20,004 | $295.6 萬 | 0.61% | +2,658+15.3% | 加碼 |
| Auto-Owners Insurance Co | 19,950 | $294.8 萬 | 0.11% | +19,950 | 新進 |
| Chapman Investment Management, LLC | 19,836 | $293.1 萬 | 2.67% | −2,466−11.1% | 減碼 |
| Naples Global Advisors, LLC | 19,736 | $291.6 萬 | 0.37% | +770+4.1% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19,697 | $291.0 萬 | 0.22% | −303−1.5% | 減碼 |
| Fundamentun, LLC | 19,581 | $289.3 萬 | 0.52% | +710+3.8% | 加碼 |
| M. Kulyk & Associates, LLC | 19,547 | $288.8 萬 | 0.96% | 00.0% | 不變 |
| LaFleur & Godfrey LLC | 19,497 | $288.1 萬 | 0.48% | +1,000+5.4% | 加碼 |
| Wright Investors Service Inc | 19,485 | $287.9 萬 | 0.83% | −795−3.9% | 減碼 |
| Raymond James Trust N.A. | 19,360 | $286.1 萬 | 0.10% | +446+2.4% | 加碼 |
| Chartwell Investment Partners, LLC | 19,274 | $284.8 萬 | 0.11% | −2,117−9.9% | 減碼 |
| Oliver Luxxe Assets LLC | 19,192 | $283.6 萬 | 0.79% | +584+3.1% | 加碼 |
| Kingsview Wealth Management, LLC | 19,073 | $281.8 萬 | 0.12% | +30+0.2% | 加碼 |
| Metis Global Partners, LLC | 18,959 | $280.1 萬 | 0.25% | +7,792+69.8% | 加碼 |
| Gyon Technologies Capital Management, LP | 18,914 | $279.5 萬 | 1.05% | +18,914 | 新進 |
| Grandfield & Dodd, LLC | 18,903 | $279.3 萬 | 0.20% | −156−0.8% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 18,736 | $276.8 萬 | 0.07% | −3,542−15.9% | 減碼 |
| Silicon Valley Capital Partners | 18,730 | $276.7 萬 | 0.63% | +15,450+471.0% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 14,707 | $275.5 萬 | 0.30% | +9,056+160.3% | 加碼 |
| Clearstead Advisors, LLC | 18,630 | $275.3 萬 | 0.22% | +262+1.4% | 加碼 |
| Assenagon Asset Management S.A. | 18,542 | $274.0 萬 | 0.01% | −149,094−88.9% | 減碼 |
| Ieq Capital, LLC | 18,539 | $273.9 萬 | 0.08% | +1,174+6.8% | 加碼 |
| Mount Vernon Associates Inc | 18,421 | $272.2 萬 | 3.50% | −400−2.1% | 減碼 |
| TD Private Client Wealth LLC | 18,377 | $271.5 萬 | 0.13% | −2,210−10.7% | 減碼 |
| Impax Asset Management Group plc | 18,351 | $271.1 萬 | 0.01% | −4,734−20.5% | 減碼 |
| Pacifica Capital Investments, LLC | 18,295 | $270.3 萬 | 0.87% | −105−0.6% | 減碼 |
| Brookstone Capital Management | 17,919 | $269.1 萬 | 0.05% | −992−5.2% | 減碼 |
| WP Advisors, LLC | 18,133 | $267.9 萬 | 1.20% | −78−0.4% | 減碼 |
| Salvus Wealth Management, LLC | 18,038 | $266.5 萬 | 2.45% | −35−0.2% | 減碼 |
| BFSG, LLC | 17,994 | $265.9 萬 | 0.53% | +371+2.1% | 加碼 |
| Regent Investment Management LLC | 17,951 | $265.2 萬 | 0.71% | −115−0.6% | 減碼 |
| Callahan Advisors, LLC | 17,866 | $264.0 萬 | 0.36% | +10.0% | 加碼 |
| Verition Fund Management LLC | 17,774 | $262.6 萬 | 0.05% | −7,881−30.7% | 減碼 |
| Mathes Company, Inc. | 17,570 | $259.6 萬 | 1.31% | +17,570 | 新進 |
| Cetera Advisors LLC | 17,540 | $259.2 萬 | 0.05% | −9,444−35.0% | 減碼 |
| Everence Capital Management Inc | 17,474 | $258.2 萬 | 0.22% | −2,280−11.5% | 減碼 |
| Selway Asset Management | 17,450 | $257.8 萬 | 1.36% | +1,620+10.2% | 加碼 |
| Briggs Advisory Group, Inc. | 17,420 | $257.4 萬 | 1.64% | +17,420 | 新進 |
| Proequities, Inc. | 17,395 | $257.0 萬 | 0.21% | +17,395 | 新進 |
| Elgethun Capital Management | 17,340 | $255.8 萬 | 0.93% | −210−1.2% | 減碼 |
| Courier Capital LLC | 17,293 | $255.5 萬 | 0.29% | −160−0.9% | 減碼 |
| Bank of Stockton | 17,278 | $255.3 萬 | 0.89% | +57+0.3% | 加碼 |
| Pring Turner Capital Group Inc | 17,115 | $252.9 萬 | 2.76% | +17,115 | 新進 |
| Advisory Services Network, LLC | 17,050 | $251.9 萬 | 0.08% | −2,163−11.3% | 減碼 |
| Bill Few Associates, Inc. | 17,050 | $251.9 萬 | 1.49% | −300−1.7% | 減碼 |
| Integrated Wealth Concepts LLC | 16,930 | $250.1 萬 | 0.07% | +609+3.7% | 加碼 |
| Brave Asset Management Inc | 16,869 | $249.2 萬 | 0.85% | 00.0% | 不變 |
| Empirical Finance, LLC | 16,706 | $246.8 萬 | 0.26% | +1,161+7.5% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 16,652 | $246.0 萬 | 0.09% | −64−0.4% | 減碼 |
| Intrinsic Value Partners, LLC | 16,623 | $245.6 萬 | 3.36% | −1,350−7.5% | 減碼 |