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 |
|---|---|---|---|---|---|
| EP Wealth Advisors, LLC | 16,622 | $245.6 萬 | 0.04% | −1,115−6.3% | 減碼 |
| Silvant Capital Management LLC | 16,603 | $245.3 萬 | 0.17% | +322+2.0% | 加碼 |
| Motley Fool Asset Management LLC | 16,603 | $245.3 萬 | 0.28% | +16,603 | 新進 |
| Davy Global Fund Management Ltd | 16,478 | $243.5 萬 | 0.50% | −1,727−9.5% | 減碼 |
| Dynamic Technology Lab Private Ltd | 16,468 | $243.3 萬 | 0.24% | +4,342+35.8% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 16,440 | $242.9 萬 | 0.29% | −248−1.5% | 減碼 |
| Seeyond | 16,420 | $242.6 萬 | 0.23% | +10,280+167.4% | 加碼 |
| Northstar Group, Inc. | 16,342 | $241.5 萬 | 0.68% | +50.0% | 加碼 |
| Buckingham Strategic Wealth, LLC | 16,253 | $240.1 萬 | 0.04% | −438−2.6% | 減碼 |
| Lido Advisors, LLC | 16,216 | $239.6 萬 | 0.04% | +408+2.6% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 16,205 | $239.4 萬 | 0.12% | +824+5.4% | 加碼 |
| Glenview Trust Co | 16,201 | $239.4 萬 | 0.08% | −35−0.2% | 減碼 |
| Tower Bridge Advisors | 16,177 | $239.0 萬 | 0.20% | 00.0% | 不變 |
| Condor Capital Management | 16,130 | $238.3 萬 | 0.30% | +43+0.3% | 加碼 |
| Canandaigua National Corp | 16,095 | $237.8 萬 | 0.40% | −1,445−8.2% | 減碼 |
| Eads & Heald Wealth Management | 16,060 | $237.3 萬 | 1.21% | −78−0.5% | 減碼 |
| Power Corp of Canada | 16,056 | $237.2 萬 | 0.43% | 00.0% | 不變 |
| TownSquare Capital, LLC | 15,994 | $236.3 萬 | 0.06% | +70.0% | 加碼 |
| Bennicas & Associates, Inc. | 15,950 | $235.7 萬 | 1.36% | −100−0.6% | 減碼 |
| Arabesque Asset Management Ltd | 15,901 | $234.9 萬 | 0.79% | +1,704+12.0% | 加碼 |
| First Dallas Securities Inc. | 15,878 | $234.6 萬 | 1.41% | +2,626+19.8% | 加碼 |
| Avantax Advisory Services, Inc. | 15,804 | $233.5 萬 | 0.03% | +1,434+10.0% | 加碼 |
| Modera Wealth Management, LLC | 15,781 | $233.2 萬 | 0.09% | +1,581+11.1% | 加碼 |
| Bell & Brown Wealth Advisors, LLC | 15,763 | $232.9 萬 | 1.28% | +30+0.2% | 加碼 |
| Moody National Bank Trust Division | 15,700 | $231.9 萬 | 0.20% | +29+0.2% | 加碼 |
| Hotaling Investment Management, LLC | 15,538 | $229.6 萬 | 1.04% | +122+0.8% | 加碼 |
| William Allan, LLC | 15,489 | $228.9 萬 | 1.93% | +47+0.3% | 加碼 |
| Peoples Financial Services Corp. | 15,435 | $228.1 萬 | 1.07% | −268−1.7% | 減碼 |
| Evercore Wealth Management, LLC | 15,352 | $226.8 萬 | 0.05% | −59−0.4% | 減碼 |
| Siemens Fonds Invest GmbH | 15,309 | $226.2 萬 | 0.23% | −1,382−8.3% | 減碼 |
| Compass Wealth Management LLC | 15,282 | $225.8 萬 | 0.74% | +15,282 | 新進 |
| Kanawha Capital Management LLC | 15,190 | $224.4 萬 | 0.22% | +606+4.2% | 加碼 |
| Resonant Capital Advisors, LLC | 15,153 | $223.9 萬 | 0.28% | +273+1.8% | 加碼 |
| Vestcor Inc | 15,118 | $223.4 萬 | 0.08% | +34+0.2% | 加碼 |
| Kiwi Wealth Investments Limited Partnership | 14,978 | $221.3 萬 | 0.15% | +9,120+155.7% | 加碼 |
| Cullen Capital Management LLC | 14,889 | $220.0 萬 | 0.03% | −11,727−44.1% | 減碼 |
| Pettee Investors, Inc. | 14,871 | $219.7 萬 | 1.08% | 00.0% | 不變 |
| Park Avenue Securities LLC | 14,870 | $219.7 萬 | 0.04% | +746+5.3% | 加碼 |
| Lincoln National Corp | 14,821 | $219.0 萬 | 0.05% | −3,250−18.0% | 減碼 |
| Essex Investment Management Co LLC | 14,817 | $218.9 萬 | 0.34% | −417−2.7% | 減碼 |
| Lodestone Wealth Management LLC | 14,814 | $218.9 萬 | 1.77% | +14,814 | 新進 |
| Haverford Trust Co | 14,726 | $217.6 萬 | 0.03% | −600−3.9% | 減碼 |
| Chase Investment Counsel Corp | 14,434 | $213.2 萬 | 1.30% | −4,336−23.1% | 減碼 |
| Coastline Trust Co | 14,269 | $210.8 萬 | 0.31% | +7,328+105.6% | 加碼 |
| West Oak Capital, LLC | 14,237 | $210.4 萬 | 1.10% | −715−4.8% | 減碼 |
| Warther Private Wealth, LLC | 14,152 | $209.1 萬 | 1.57% | +1,452+11.4% | 加碼 |
| Columbia Asset Management | 14,079 | $208.0 萬 | 0.51% | −1,269−8.3% | 減碼 |
| Seven Eight Capital, LP | 13,926 | $205.8 萬 | 0.54% | −10,606−43.2% | 減碼 |
| Lincoln Capital LLC | 13,913 | $205.6 萬 | 0.59% | +34+0.2% | 加碼 |
| Investment Advisory Services Inc | 13,904 | $205.4 萬 | 1.06% | +277+2.0% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 13,820 | $204.2 萬 | 1.49% | −150−1.1% | 減碼 |
| Sawyer & Company, Inc | 13,585 | $200.7 萬 | 0.99% | −98−0.7% | 減碼 |
| Fort Sheridan Advisors LLC | 13,532 | $199.9 萬 | 0.65% | −24−0.2% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 13,426 | $198.4 萬 | 0.22% | 00.0% | 不變 |
| Altshuler Shaham Ltd | 13,402 | $198.0 萬 | 0.08% | −3,409−20.3% | 減碼 |
| Benedict Financial Advisors Inc | 13,375 | $197.6 萬 | 0.59% | −38,620−74.3% | 減碼 |
| Bleakley Financial Group, LLC | 13,366 | $197.5 萬 | 0.07% | +13,366 | 新進 |
| QV Investors Inc. | 13,360 | $197.4 萬 | 0.19% | +290+2.2% | 加碼 |
| CWM, LLC | 13,292 | $196.4 萬 | 0.01% | +4,605+53.0% | 加碼 |
| Private Asset Management Inc | 13,280 | $196.2 萬 | 0.33% | 00.0% | 不變 |
| Alps Advisors Inc | 13,272 | $196.1 萬 | 0.02% | −1,581−10.6% | 減碼 |
| Ahl Investment Management, Inc. | 13,262 | $195.9 萬 | 1.82% | −70−0.5% | 減碼 |
| Rehmann Capital Advisory Group | 13,234 | $195.5 萬 | 0.20% | −1,644−11.0% | 減碼 |
| Traverso Chambers Private Wealth Management, LLC | 13,200 | $195.0 萬 | 0.56% | −15−0.1% | 減碼 |
| Wolf Group Capital Advisors | 13,116 | $193.8 萬 | 0.91% | −205−1.5% | 減碼 |
| KCM Investment Advisors LLC | 13,094 | $193.5 萬 | 0.08% | +13,094 | 新進 |
| Investment Management Corp of Ontario | 13,095 | $193.5 萬 | 0.09% | +13,095 | 新進 |
| Steel Canyon Capital, LLC | 13,045 | $192.7 萬 | 3.58% | −2,945−18.4% | 減碼 |
| CSM Advisors, LLC | 13,039 | $192.7 萬 | 0.18% | +850+7.0% | 加碼 |
| River & Mercantile Asset Management LLP | 12,974 | $191.7 萬 | 0.41% | +180+1.4% | 加碼 |
| Valeo Financial Advisors, LLC | 12,974 | $191.7 萬 | 0.11% | +886+7.3% | 加碼 |
| Boston Family Office LLC | 12,942 | $191.2 萬 | 0.16% | 00.0% | 不變 |
| Greenfield Savings Bank | 12,904 | $190.7 萬 | 1.26% | +45+0.3% | 加碼 |
| Cutler Group LP | 12,887 | $190.4 萬 | 0.23% | −4,679−26.6% | 減碼 |
| South State Corp. | 12,875 | $190.2 萬 | 0.18% | +83+0.6% | 加碼 |
| Valueworks LLC | 12,867 | $190.1 萬 | 0.67% | −499−3.7% | 減碼 |
| Ballentine Partners, LLC | 12,866 | $190.1 萬 | 0.06% | +125+1.0% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 12,856 | $190.0 萬 | 0.20% | +320+2.6% | 加碼 |
| Jacobi Capital Management LLC | 12,850 | $189.9 萬 | 0.24% | +119+0.9% | 加碼 |
| Quadrant Capital Group LLC | 12,847 | $189.8 萬 | 0.22% | +44+0.3% | 加碼 |
| BBR Partners, LLC | 12,769 | $188.7 萬 | 0.21% | −100−0.8% | 減碼 |
| Moors & Cabot, Inc. | 12,730 | $188.1 萬 | 0.13% | +401+3.3% | 加碼 |
| Blue Zone Wealth Advisors, LLC | 12,707 | $187.7 萬 | 1.00% | −30.0% | 減碼 |
| Madison Wealth Management | 12,697 | $187.6 萬 | 0.43% | +542+4.5% | 加碼 |
| Colonial Trust Advisors | 12,647 | $186.9 萬 | 0.23% | +9,171+263.8% | 加碼 |
| Coldstream Capital Management Inc | 12,634 | $186.7 萬 | 0.07% | +12,634 | 新進 |
| Aaron Wealth Advisors | 12,633 | $186.7 萬 | 0.28% | +1,104+9.6% | 加碼 |
| Private Advisor Group, LLC | 50,131 | $186.4 萬 | 0.09% | +8,808+21.3% | 加碼 |
| Aviance Capital Partners, LLC | 12,542 | $185.3 萬 | 0.43% | +10.0% | 加碼 |
| Smith, Salley & Associates | 12,512 | $184.9 萬 | 0.16% | 00.0% | 不變 |
| Welch Group, LLC | 12,430 | $183.7 萬 | 0.11% | −671−5.1% | 減碼 |
| Quantinno Capital Management LP | 12,404 | $183.3 萬 | 0.14% | +4,153+50.3% | 加碼 |
| Cito Capital Group, LLC | 12,400 | $183.2 萬 | 1.01% | 00.0% | 不變 |
| Montag A & Associates Inc | 12,342 | $182.4 萬 | 0.12% | +82+0.7% | 加碼 |
| Cresset Asset Management, LLC | 19,385 | $181.6 萬 | 0.02% | −1,075−5.3% | 減碼 |
| Personal Cfo Solutions, LLC | 12,157 | $180.1 萬 | 0.38% | +4,814+65.6% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 12,176 | $179.9 萬 | 0.01% | +3,924+47.6% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 12,119 | $179.1 萬 | 0.61% | −445−3.5% | 減碼 |
| Caldwell Trust Co | 12,099 | $178.8 萬 | 0.25% | −38−0.3% | 減碼 |
| Change Path, LLC | 12,071 | $178.3 萬 | 0.10% | +262+2.2% | 加碼 |