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。
2023 年第 1 季 13F 持有人
American Express Co 在 2023/3/31 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
- 2,056
- 較 2022 年第 4 季 +90 家
- 持有股數
- 6.26 億
- 較 2022 年第 4 季 +267.1 萬 (+0.4%)
- 總市值
- $1,029 億
- 較 2022 年第 4 季 +$108.3 億 (+11.8%)
- 新進機構
- 189
- 另有 749 家加碼
- 清倉機構
- 99
- 另有 738 家減碼
另有 42 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Wealthsource Partners, LLC | 6,321 | $104.3 萬 | 0.07% | +4+0.1% | 加碼 |
| Lavaca Capital LLC | 6,284 | $104.4 萬 | 0.24% | +4+0.1% | 加碼 |
| Teza Capital Management LLC | 6,357 | $104.9 萬 | 0.23% | −5,528−46.5% | 減碼 |
| Principle Wealth Partners LLC | 6,359 | $104.9 萬 | 0.11% | 00.0% | 不變 |
| Baker Tilly Wealth Management, LLC | 6,375 | $105.2 萬 | 0.12% | +746+13.3% | 加碼 |
| Checchi Capital Advisers, LLC | 6,375 | $105.2 萬 | 0.10% | −106−1.6% | 減碼 |
| Beck Bode, LLC | 6,381 | $105.3 萬 | 0.26% | +6,381 | 新進 |
| S&CO Inc | 6,386 | $105.3 萬 | 0.09% | 00.0% | 不變 |
| Harbour Investments, Inc. | 6,421 | $105.9 萬 | 0.06% | −173−2.6% | 減碼 |
| Arden Trust Co | 6,438 | $106.1 萬 | 0.19% | −1,196−15.7% | 減碼 |
| Coronation Fund Managers Ltd. | 6,455 | $106.5 萬 | 0.03% | +6,455 | 新進 |
| Carr Financial Group Corp | 6,480 | $106.9 萬 | 0.47% | 00.0% | 不變 |
| Wedmont Private Capital | 6,653 | $107.2 萬 | 0.14% | +2,292+52.6% | 加碼 |
| Nomura Holdings Inc | 6,509 | $107.4 萬 | 0.01% | +5,911+988.5% | 加碼 |
| Semper Augustus Investments Group LLC大師Semper Augustus | 6,518 | $107.5 萬 | 0.28% | −80−1.2% | 減碼 |
| Duff & Phelps Investment Management Co | 6,555 | $108.1 萬 | 0.01% | 00.0% | 不變 |
| Geo Capital Gestora de Recursos Ltd | 6,564 | $108.3 萬 | 0.80% | +64+1.0% | 加碼 |
| Townsend & Associates, Inc | 6,740 | $108.7 萬 | 0.44% | +3,556+111.7% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 6,642 | $109.6 萬 | 0.27% | −437−6.2% | 減碼 |
| Aurora Private Wealth, Inc. | 6,659 | $109.8 萬 | 1.17% | 00.0% | 不變 |
| Icon Wealth Partners, LLC | 6,667 | $110.0 萬 | 0.12% | +6,667 | 新進 |
| Segall Bryant & Hamill, LLC | 6,726 | $110.9 萬 | 0.01% | 00.0% | 不變 |
| Wade G W & Inc | 6,728 | $111.0 萬 | 0.04% | −158−2.3% | 減碼 |
| Beacon Financial Group | 6,902 | $111.2 萬 | 0.16% | −374−5.1% | 減碼 |
| Symmetry Partners, LLC | 6,817 | $112.4 萬 | 0.06% | 00.0% | 不變 |
| Investment House LLC | 6,835 | $112.7 萬 | 0.09% | −550−7.4% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 6,843 | $112.9 萬 | 0.07% | +3,074+81.6% | 加碼 |
| AXS Investments LLC | 6,850 | $113.0 萬 | 0.37% | −684−9.1% | 減碼 |
| Piscataqua Savings Bank | 6,877 | $113.4 萬 | 0.97% | 00.0% | 不變 |
| Citadel Investment Advisory, Inc. | 6,884 | $113.6 萬 | 0.77% | 00.0% | 不變 |
| Paragon Private Wealth Management, LLC | 6,900 | $113.8 萬 | 0.96% | +202+3.0% | 加碼 |
| McAdam, LLC | 6,911 | $114.0 萬 | 0.10% | +613+9.7% | 加碼 |
| SOA Wealth Advisors, LLC. | 6,913 | $114.0 萬 | 0.28% | 00.0% | 不變 |
| River & Mercantile Asset Management LLP | 6,944 | $114.5 萬 | 0.23% | −6,030−46.5% | 減碼 |
| Trust Asset Management LLC | 6,944 | $114.5 萬 | 0.13% | +32+0.5% | 加碼 |
| Patten & Patten Inc | 6,946 | $114.6 萬 | 0.10% | +266+4.0% | 加碼 |
| Ritholtz Wealth Management | 6,982 | $115.2 萬 | 0.06% | +1,341+23.8% | 加碼 |
| We Are One Seven, LLC | 7,051 | $116.3 萬 | 0.07% | +367+5.5% | 加碼 |
| Transatlantique Private Wealth LLC | 7,143 | $116.5 萬 | 0.64% | 00.0% | 不變 |
| Insight Advisors, LLC | 7,088 | $116.9 萬 | 0.28% | −176−2.4% | 減碼 |
| Telemus Capital, LLC | 7,115 | $117.4 萬 | 0.10% | +141+2.0% | 加碼 |
| Smithfield Trust Co | 7,142 | $117.4 萬 | 0.08% | −682−8.7% | 減碼 |
| Van Strum & Towne Inc. | 7,140 | $117.8 萬 | 0.50% | 00.0% | 不變 |
| Busey Wealth Management | 7,161 | $118.1 萬 | 0.05% | +902+14.4% | 加碼 |
| Veracity Capital LLC | 7,162 | $118.1 萬 | 0.55% | +18+0.3% | 加碼 |
| Paradigm Financial Partners, LLC | 7,164 | $118.2 萬 | 0.32% | +482+7.2% | 加碼 |
| Monte Financial Group, LLC | 7,166 | $118.2 萬 | 0.62% | +227+3.3% | 加碼 |
| Centaurus Financial, Inc. | 7,185 | $118.5 萬 | 0.09% | −469−6.1% | 減碼 |
| Balentine LLC | 7,192 | $118.6 萬 | 0.04% | −318−4.2% | 減碼 |
| Fort Point Capital Partners LLC | 7,197 | $118.7 萬 | 0.19% | +24+0.3% | 加碼 |
| Lee Danner & Bass Inc | 7,211 | $118.9 萬 | 0.11% | 00.0% | 不變 |
| YHB Investment Advisors, Inc. | 7,212 | $119.0 萬 | 0.12% | +100+1.4% | 加碼 |
| Fund Management at Engine No. 1 LLC | 7,221 | $119.1 萬 | 0.24% | +641+9.7% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 7,240 | $119.4 萬 | 0.09% | −651−8.2% | 減碼 |
| Auxier Asset Management | 7,273 | $120.0 萬 | 0.21% | 00.0% | 不變 |
| Cigna Investments Inc | 7,273 | $120.0 萬 | 0.24% | −229−3.1% | 減碼 |
| Connolly Sarah T. | 7,285 | $120.2 萬 | 0.76% | 00.0% | 不變 |
| Clarius Group, LLC | 7,327 | $120.9 萬 | 0.10% | +142+2.0% | 加碼 |
| Ameritas Investment Partners, Inc. | 7,331 | $120.9 萬 | 0.05% | −58−0.8% | 減碼 |
| Stevens Capital Management LP | 7,337 | $121.0 萬 | 0.30% | +7,337 | 新進 |
| Morse Asset Management, Inc | 7,362 | $121.4 萬 | 0.41% | −405−5.2% | 減碼 |
| Intellectus Partners, LLC | 7,362 | $121.4 萬 | 0.38% | −550−7.0% | 減碼 |
| Knightsbridge Asset Management, LLC | 7,379 | $121.7 萬 | 0.21% | +1,309+21.6% | 加碼 |
| Lazard Freres Gestion S.A.S. | 8,815 | $121.8 萬 | 0.04% | +530+6.4% | 加碼 |
| Joel Isaacson & Co., LLC | 7,433 | $122.6 萬 | 0.09% | 00.0% | 不變 |
| BancorpSouth Bank | 7,438 | $122.7 萬 | 0.11% | −378−4.8% | 減碼 |
| SRN Advisors, LLC | 7,556 | $122.7 萬 | 1.12% | −2,067−21.5% | 減碼 |
| Lumature Wealth Partners, LLC | 7,453 | $122.9 萬 | 0.69% | +752+11.2% | 加碼 |
| Merit Financial Group, LLC | 7,594 | $125.3 萬 | 0.05% | −138−1.8% | 減碼 |
| Chesapeake Wealth Management | 7,595 | $125.3 萬 | 0.52% | +175+2.4% | 加碼 |
| Signature Wealth Management Group | 7,600 | $125.4 萬 | 0.59% | −3,814−33.4% | 減碼 |
| SageView Advisory Group, LLC | 7,611 | $125.5 萬 | 0.08% | +1,434+23.2% | 加碼 |
| Beach Investment Counsel Inc | 7,633 | $125.9 萬 | 0.17% | −100−1.3% | 減碼 |
| Wealth Advisors, Inc. | 7,786 | $126.0 萬 | 0.60% | +65+0.8% | 加碼 |
| Associated Banc-Corp | 7,668 | $126.5 萬 | 0.05% | +20.0% | 加碼 |
| Bank of Hawaii | 7,692 | $126.9 萬 | 0.07% | −27−0.3% | 減碼 |
| Karpas Strategies, LLC | 7,736 | $127.6 萬 | 0.45% | −181−2.3% | 減碼 |
| SkyView Investment Advisors, LLC | 7,740 | $127.7 萬 | 0.30% | +62+0.8% | 加碼 |
| Essex Financial Services, Inc. | 7,803 | $128.7 萬 | 0.14% | +328+4.4% | 加碼 |
| Stokes Family Office, LLC | 7,912 | $130.5 萬 | 0.16% | −385−4.6% | 減碼 |
| VisionPoint Advisory Group, LLC | 8,780 | $130.7 萬 | 0.58% | +1,496+20.5% | 加碼 |
| Apollon Wealth Management, LLC | 7,936 | $130.9 萬 | 0.08% | +709+9.8% | 加碼 |
| GYL Financial Synergies, LLC | 7,939 | $130.9 萬 | 0.16% | +4,134+108.6% | 加碼 |
| Ascent Group, LLC | 7,976 | $131.6 萬 | 0.14% | −731−8.4% | 減碼 |
| Evoke Wealth, LLC | 7,986 | $131.7 萬 | 0.05% | +102+1.3% | 加碼 |
| RFG Advisory, LLC | 7,994 | $131.9 萬 | 0.06% | +880+12.4% | 加碼 |
| Union Heritage Capital, LLC | 8,000 | $131.9 萬 | 0.80% | 00.0% | 不變 |
| Community Bank, N.A. | 8,018 | $132.3 萬 | 0.18% | −236−2.9% | 減碼 |
| Greenwood Gearhart Inc | 8,023 | $132.3 萬 | 0.17% | −732−8.4% | 減碼 |
| Excalibur Management Corp | 8,061 | $133.0 萬 | 0.69% | −170−2.1% | 減碼 |
| Advisory Research Inc | 8,062 | $133.0 萬 | 0.22% | 00.0% | 不變 |
| Pitcairn Co | 8,073 | $133.2 萬 | 0.12% | +357+4.6% | 加碼 |
| McMillion Capital Management Inc | 8,090 | $133.4 萬 | 1.26% | −1,836−18.5% | 減碼 |
| Triad Investment Management | 8,138 | $134.2 萬 | 1.95% | 00.0% | 不變 |
| Raab & Moskowitz Asset Management LLC | 8,160 | $134.6 萬 | 0.49% | 00.0% | 不變 |
| Ingalls & Snyder LLC | 8,200 | $135.3 萬 | 0.07% | −385−4.5% | 減碼 |
| Massmutual Trust Co FSB | 8,207 | $135.4 萬 | 0.05% | +208+2.6% | 加碼 |
| Invst, LLC | 8,546 | $135.4 萬 | 0.21% | +41+0.5% | 加碼 |
| Bryn Mawr Trust Co | 8,231 | $135.7 萬 | 0.06% | +275+3.5% | 加碼 |
| Woodstock Corp | 8,238 | $135.9 萬 | 0.17% | −78−0.9% | 減碼 |