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 |
|---|---|---|---|---|---|
| Insight Inv LLC | 12,006 | $177.4 萬 | 1.79% | +135+1.1% | 加碼 |
| Independent Investors Inc | 12,000 | $177.3 萬 | 0.49% | 00.0% | 不變 |
| IFG Advisory, LLC | 11,978 | $176.9 萬 | 0.18% | −4,711−28.2% | 減碼 |
| Gladstone Institutional Advisory LLC | 11,960 | $176.7 萬 | 0.12% | +5,281+79.1% | 加碼 |
| BLB&B Advisors, LLC | 11,928 | $176.2 萬 | 0.14% | −16−0.1% | 減碼 |
| Personal Capital Advisors Corp | 11,906 | $175.9 萬 | 0.01% | −443−3.6% | 減碼 |
| Parallel Advisors, LLC | 11,891 | $175.7 萬 | 0.08% | −261−2.1% | 減碼 |
| Teza Capital Management LLC | 11,885 | $175.6 萬 | 0.33% | −26,415−69.0% | 減碼 |
| Buttonwood Financial Advisors Inc. | 11,855 | $175.2 萬 | 1.47% | −114−1.0% | 減碼 |
| Bull Street Advisors, LLC | 11,842 | $175.0 萬 | 0.91% | 00.0% | 不變 |
| Regent Peak Wealth Advisors LLC | 11,768 | $173.9 萬 | 0.57% | +1,845+18.6% | 加碼 |
| IHT Wealth Management, LLC | 11,764 | $173.8 萬 | 0.11% | −231−1.9% | 減碼 |
| Fruth Investment Management | 11,750 | $173.6 萬 | 0.51% | −50−0.4% | 減碼 |
| Adviser Investments LLC | 11,264 | $173.4 萬 | 0.04% | 00.0% | 不變 |
| Profund Advisors LLC | 11,647 | $172.1 萬 | 0.11% | +557+5.0% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 11,636 | $171.9 萬 | 0.13% | +1,997+20.7% | 加碼 |
| Lowe Brockenbrough & Co Inc | 11,632 | $171.9 萬 | 0.15% | −30−0.3% | 減碼 |
| Lindsell Train Ltd大師Lindsell Train | 11,600 | $171.3 萬 | 0.03% | 00.0% | 不變 |
| Arcus Capital Partners, LLC | 11,583 | $171.1 萬 | 0.68% | 00.0% | 不變 |
| Acadian Asset Management LLC | 11,575 | $170.9 萬 | 0.01% | −7,853−40.4% | 減碼 |
| Aristotle Capital Management, LLC | 11,530 | $170.4 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Wealth Management, LLC | 11,510 | $170.1 萬 | 2.05% | −591−4.9% | 減碼 |
| NVWM, LLC | 11,453 | $169.2 萬 | 0.61% | +142+1.3% | 加碼 |
| J.W. Cole Advisors, Inc. | 11,449 | $169.2 萬 | 0.13% | +1,829+19.0% | 加碼 |
| Signature Wealth Management Group | 11,414 | $168.6 萬 | 0.82% | −1,927−14.4% | 減碼 |
| Mather Group, LLC. | 11,409 | $168.6 萬 | 0.03% | −567−4.7% | 減碼 |
| SOL Capital Management CO | 11,403 | $168.5 萬 | 0.30% | 00.0% | 不變 |
| Herbst Group, LLC | 11,400 | $168.4 萬 | 1.36% | +300+2.7% | 加碼 |
| Bailard, Inc. | 11,359 | $167.8 萬 | 0.06% | −46−0.4% | 減碼 |
| Virtu Financial LLC | 11,356 | $167.8 萬 | 0.22% | −12,733−52.9% | 減碼 |
| TCTC Holdings, LLC | 11,296 | $166.9 萬 | 0.07% | +2,325+25.9% | 加碼 |
| Guardian Capital LP | 11,288 | $166.8 萬 | 0.05% | +1,000+9.7% | 加碼 |
| Moneta Group Investment Advisors LLC | 9,483 | $165.9 萬 | 0.05% | −2,125−18.3% | 減碼 |
| Stock Yards Bank & Trust Co | 11,216 | $165.7 萬 | 0.07% | +374+3.4% | 加碼 |
| Private Wealth Partners, LLC | 11,213 | $165.7 萬 | 0.19% | 00.0% | 不變 |
| Sigma Planning Corp | 11,174 | $165.1 萬 | 0.06% | −199−1.7% | 減碼 |
| Pinnacle Holdings, LLC | 11,126 | $164.4 萬 | 0.74% | −1,618−12.7% | 減碼 |
| Rothschild Investment Corp | 11,070 | $163.5 萬 | 0.15% | +805+7.8% | 加碼 |
| WCG Wealth Advisors LLC | 11,022 | $162.8 萬 | 0.22% | +393+3.7% | 加碼 |
| True North Advisors, LLC | 11,000 | $162.5 萬 | 0.55% | 00.0% | 不變 |
| Gifford Fong Associates | 11,000 | $162.5 萬 | 0.37% | 00.0% | 不變 |
| Signet Investment Advisory Group, Inc. | 10,952 | $161.8 萬 | 1.14% | −45−0.4% | 減碼 |
| Argus Investors' Counsel, Inc. | 10,910 | $161.2 萬 | 1.29% | +2,710+33.0% | 加碼 |
| Rathbone Brothers plc | 10,826 | $160.0 萬 | 0.02% | −650−5.7% | 減碼 |
| CAPROCK Group, Inc. | 10,813 | $159.8 萬 | 0.15% | +29+0.3% | 加碼 |
| FOCUS Wealth Advisors, LLC | 10,809 | $159.7 萬 | 1.10% | −92−0.8% | 減碼 |
| Resources Investment Advisors, LLC. | 10,787 | $159.4 萬 | 0.05% | −128−1.2% | 減碼 |
| Birinyi Associates Inc | 10,750 | $158.8 萬 | 0.76% | −31−0.3% | 減碼 |
| Wintrust Investments LLC | 10,727 | $158.5 萬 | 0.21% | +121+1.1% | 加碼 |
| St. Johns Investment Management Company, LLC | 10,727 | $158.5 萬 | 0.95% | −91−0.8% | 減碼 |
| Savant Capital, LLC | 11,155 | $158.3 萬 | 0.04% | +587+5.6% | 加碼 |
| Sawgrass Asset Management LLC | 10,710 | $158.2 萬 | 0.22% | −2,248−17.3% | 減碼 |
| Quantbot Technologies LP | 10,700 | $158.1 萬 | 0.11% | −7,102−39.9% | 減碼 |
| XTX Topco Ltd | 10,686 | $157.9 萬 | 0.34% | +6,378+148.1% | 加碼 |
| Banque Pictet & Cie SA | 10,656 | $157.4 萬 | 0.02% | +10,656 | 新進 |
| CoreCap Advisors, LLC | 10,625 | $157.0 萬 | 0.11% | +937+9.7% | 加碼 |
| Silicon Hills Wealth Management, LLC | 10,480 | $154.8 萬 | 1.15% | 00.0% | 不變 |
| RNC Capital Management LLC | 10,464 | $154.6 萬 | 0.09% | −6,260−37.4% | 減碼 |
| Schechter Investment Advisors, LLC | 10,459 | $154.5 萬 | 0.14% | +1,437+15.9% | 加碼 |
| Inlet Private Wealth, LLC | 10,385 | $153.4 萬 | 0.41% | −237−2.2% | 減碼 |
| Scotia Capital Inc. | 10,337 | $152.7 萬 | 0.01% | +1,308+14.5% | 加碼 |
| Anchor Investment Management, LLC | 10,269 | $151.7 萬 | 0.22% | 00.0% | 不變 |
| U.S. Capital Wealth Advisors, LLC | 10,262 | $151.6 萬 | 0.07% | −151−1.5% | 減碼 |
| Toroso Investments, LLC | 10,252 | $151.5 萬 | 0.06% | +2,288+28.7% | 加碼 |
| American Trust | 10,246 | $151.4 萬 | 0.14% | −991−8.8% | 減碼 |
| Penobscot Investment Management Company, Inc. | 10,189 | $150.5 萬 | 0.26% | 00.0% | 不變 |
| Cunning Capital Partners, LP | 10,070 | $148.8 萬 | 1.05% | 00.0% | 不變 |
| Invst, LLC | 8,505 | $148.8 萬 | 0.23% | −451−5.0% | 減碼 |
| NFJ Investment Group, LLC | 10,058 | $148.6 萬 | 0.04% | −8,213−45.0% | 減碼 |
| Gamble Jones Investment Counsel | 10,053 | $148.5 萬 | 0.11% | −50−0.5% | 減碼 |
| Bradley & Co. Private Wealth Management, LLC | 10,052 | $148.5 萬 | 1.81% | +901+9.8% | 加碼 |
| Meeder Advisory Services, Inc. | 10,050 | $148.5 萬 | 0.19% | +10,050 | 新進 |
| Ziegler Capital Management, LLC | 9,967 | $147.3 萬 | 0.06% | −170−1.7% | 減碼 |
| McMillion Capital Management Inc | 9,926 | $146.7 萬 | 1.33% | 00.0% | 不變 |
| Barden Capital Management, Inc. | 9,923 | $146.5 萬 | 1.50% | +1,150+13.1% | 加碼 |
| BKD Wealth Advisors, LLC | 9,884 | $146.0 萬 | 0.05% | −1,015−9.3% | 減碼 |
| Knuff & Co LLC | 9,855 | $145.6 萬 | 0.62% | 00.0% | 不變 |
| Chicago Capital, LLC | 9,849 | $145.5 萬 | 0.08% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 9,847 | $145.5 萬 | 0.31% | −338−3.3% | 減碼 |
| FDx Advisors, Inc. | 9,805 | $144.9 萬 | 0.06% | −151−1.5% | 減碼 |
| Applied Capital LLC | 9,783 | $144.5 萬 | 1.44% | +9,783 | 新進 |
| Plimoth Trust Co LLC | 9,749 | $144.0 萬 | 0.46% | +344+3.7% | 加碼 |
| Gateway Investment Advisers LLC | 9,669 | $142.9 萬 | 0.02% | +1,910+24.6% | 加碼 |
| Linker Capital Management Inc. | 9,650 | $142.6 萬 | 1.64% | 00.0% | 不變 |
| Constitution Capital LLC | 9,650 | $142.6 萬 | 0.88% | −250−2.5% | 減碼 |
| Berkshire Bank | 9,638 | $142.4 萬 | 0.44% | −258−2.6% | 減碼 |
| SRN Advisors, LLC | 9,623 | $142.2 萬 | 1.41% | −2,360−19.7% | 減碼 |
| Signaturefd, LLC | 9,604 | $141.9 萬 | 0.04% | +890+10.2% | 加碼 |
| Snowden Capital Advisors LLC | 9,567 | $141.4 萬 | 0.06% | −1,596−14.3% | 減碼 |
| Bigelow Investment Advisors, LLC | 9,562 | $141.3 萬 | 0.82% | +431+4.7% | 加碼 |
| Verity & Verity, LLC | 9,549 | $141.1 萬 | 0.18% | +7,675+409.6% | 加碼 |
| EFG Asset Management (North America) Corp. | 9,576 | $141.1 萬 | 0.32% | −187−1.9% | 減碼 |
| Everett Harris & Co | 9,497 | $140.3 萬 | 0.02% | −20−0.2% | 減碼 |
| Jones Financial Companies LLLP | 9,438 | $139.4 萬 | 0.00% | +575+6.5% | 加碼 |
| Doheny Asset Management | 9,373 | $138.5 萬 | 1.61% | −2,530−21.3% | 減碼 |
| Cape Cod Five Cents Savings Bank | 9,331 | $137.9 萬 | 0.16% | −2,536−21.4% | 減碼 |
| Simmons Bank | 9,322 | $137.7 萬 | 0.12% | −84−0.9% | 減碼 |
| Insight Wealth Strategies, LLC | 9,296 | $137.3 萬 | 0.27% | +303+3.4% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 9,263 | $136.9 萬 | 0.18% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 9,240 | $136.5 萬 | 0.12% | −466−4.8% | 減碼 |