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 |
|---|---|---|---|---|---|
| Palisade Asset Management, LLC | 8,248 | $136.1 萬 | 0.17% | −275−3.2% | 減碼 |
| Grimes & Company, Inc. | 8,266 | $136.3 萬 | 0.06% | −71−0.9% | 減碼 |
| Moloney Securities Asset Management, LLC | 8,303 | $137.0 萬 | 0.26% | +30+0.4% | 加碼 |
| Osborne Partners Capital Management, LLC | 8,314 | $137.1 萬 | 0.10% | +27+0.3% | 加碼 |
| Boltwood Capital Management | 8,380 | $138.2 萬 | 0.52% | +190+2.3% | 加碼 |
| Amarillo National Bank | 8,389 | $138.4 萬 | 0.28% | +76+0.9% | 加碼 |
| Rothschild Investment Corp | 8,392 | $138.4 萬 | 0.12% | −2,678−24.2% | 減碼 |
| Harbor Capital Advisors, Inc. | 8,391 | $138.4 萬 | 0.40% | +8,391 | 新進 |
| DoubleLine ETF Adviser LP | 8,425 | $139.0 萬 | 0.59% | −14−0.2% | 減碼 |
| Gotham Asset Management, LLC | 8,509 | $140.4 萬 | 0.03% | +4,531+113.9% | 加碼 |
| Investors Asset Management of Georgia Inc | 8,550 | $141.0 萬 | 0.75% | +115+1.4% | 加碼 |
| Coastal Bridge Advisors, LLC | 8,553 | $141.1 萬 | 0.36% | +10+0.1% | 加碼 |
| Rathbone Brothers plc | 8,557 | $141.1 萬 | 0.01% | −2,269−21.0% | 減碼 |
| United Asset Strategies, Inc. | 8,559 | $141.2 萬 | 0.19% | +148+1.8% | 加碼 |
| Evergreen Capital Management LLC | 8,562 | $141.2 萬 | 0.06% | +449+5.5% | 加碼 |
| Washington Trust Advisors, Inc. | 8,567 | $141.3 萬 | 0.14% | −275−3.1% | 減碼 |
| FineMark National Bank & Trust | 8,581 | $141.5 萬 | 0.06% | +386+4.7% | 加碼 |
| Howard Capital Management Group, LLC | 8,615 | $142.1 萬 | 0.15% | 00.0% | 不變 |
| CBOE Vest Financial, LLC | 8,624 | $142.3 萬 | 0.19% | +6,031+232.6% | 加碼 |
| Oldfather Financial Services, LLC | 8,626 | $142.3 萬 | 0.74% | +3,331+62.9% | 加碼 |
| Strategic Investment Advisors | 8,643 | $142.6 萬 | 0.26% | −414−4.6% | 減碼 |
| Beaumont Financial Advisors, LLC | 8,644 | $142.6 萬 | 0.14% | 00.0% | 不變 |
| NTV Asset Management LLC | 8,685 | $143.3 萬 | 0.27% | 00.0% | 不變 |
| Argent Advisors, Inc. | 8,704 | $143.6 萬 | 0.69% | −11−0.1% | 減碼 |
| HBK Sorce Advisory LLC | 8,715 | $143.8 萬 | 0.07% | −19,755−69.4% | 減碼 |
| Taylor Frigon Capital Management LLC | 8,724 | $143.9 萬 | 0.79% | −90−1.0% | 減碼 |
| Western Wealth Management, LLC | 8,726 | $143.9 萬 | 0.13% | +348+4.2% | 加碼 |
| Arete Wealth Advisors, LLC | 8,728 | $144.0 萬 | 0.12% | −512−5.5% | 減碼 |
| Center for Financial Planning, Inc. | 8,732 | $144.0 萬 | 0.33% | 00.0% | 不變 |
| Walter & Keenan Financial Consulting Co | 8,757 | $144.4 萬 | 0.55% | +1,302+17.5% | 加碼 |
| FDx Advisors, Inc. | 9,805 | $144.9 萬 | 0.06% | 00.0% | 不變 |
| Northern Financial Advisors Inc | 8,798 | $145.1 萬 | 1.37% | +8,798 | 新進 |
| Berkshire Asset Management LLC | 8,876 | $146.4 萬 | 0.09% | +8,876 | 新進 |
| Laffer Tengler Investments | 8,889 | $146.6 萬 | 0.40% | +199+2.3% | 加碼 |
| Simmons Bank | 8,890 | $146.6 萬 | 0.13% | −432−4.6% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 9,021 | $148.8 萬 | 0.45% | +273+3.1% | 加碼 |
| Hyman Charles D | 9,048 | $149.2 萬 | 0.10% | +564+6.6% | 加碼 |
| Fulton Bank, N.A. | 9,061 | $149.5 萬 | 0.08% | −109−1.2% | 減碼 |
| TAGStone Capital, Inc. | 9,074 | $149.7 萬 | 1.12% | +26+0.3% | 加碼 |
| Qtron Investments LLC | 9,078 | $149.7 萬 | 0.31% | +414+4.8% | 加碼 |
| Blue Zone Wealth Advisors, LLC | 9,108 | $150.2 萬 | 0.80% | −3,599−28.3% | 減碼 |
| Jones Financial Companies LLLP | 9,118 | $150.4 萬 | 0.00% | −320−3.4% | 減碼 |
| Hartline Investment Corp | 9,181 | $151.4 萬 | 0.30% | 00.0% | 不變 |
| Cape Cod Five Cents Savings Bank | 9,186 | $151.5 萬 | 0.17% | −145−1.6% | 減碼 |
| Axq Capital, LP | 9,200 | $151.8 萬 | 0.60% | +7,508+443.7% | 加碼 |
| Trustco Bank Corp N Y | 9,211 | $151.9 萬 | 1.67% | +75+0.8% | 加碼 |
| Insight Wealth Strategies, LLC | 9,249 | $152.6 萬 | 0.30% | −47−0.5% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 9,263 | $152.8 萬 | 0.20% | 00.0% | 不變 |
| KWB Wealth | 10,397 | $153.6 萬 | 0.28% | +2,411+30.2% | 加碼 |
| HighTower Trust Services, LTA | 9,305 | $154.2 萬 | 0.15% | +1,960+26.7% | 加碼 |
| Berkshire Bank | 9,365 | $154.5 萬 | 0.46% | −273−2.8% | 減碼 |
| Eisler Capital (UK) Ltd. | 9,430 | $155.5 萬 | 0.13% | +9,430 | 新進 |
| Gateway Investment Advisers LLC | 9,466 | $156.1 萬 | 0.02% | −203−2.1% | 減碼 |
| Ameritas Advisory Services, LLC | 9,598 | $157.4 萬 | 0.08% | +743+8.4% | 加碼 |
| Carl P. Sherr & Co., LLC | 9,543 | $157.4 萬 | 1.13% | +525+5.8% | 加碼 |
| Mission Wealth Management, LP | 9,551 | $157.5 萬 | 0.07% | +652+7.3% | 加碼 |
| NFJ Investment Group, LLC | 9,558 | $157.7 萬 | 0.04% | −500−5.0% | 減碼 |
| Veriti Management LLC | 9,562 | $157.7 萬 | 0.19% | +1,325+16.1% | 加碼 |
| CMT Capital Markets Trading GmbH | 9,587 | $158.1 萬 | 1.92% | +4,837+101.8% | 加碼 |
| Applied Capital LLC | 9,587 | $158.1 萬 | 1.57% | −196−2.0% | 減碼 |
| Woodmont Investment Counsel LLC | 9,618 | $158.6 萬 | 0.17% | +1,077+12.6% | 加碼 |
| Bigelow Investment Advisors, LLC | 9,623 | $158.7 萬 | 0.91% | +61+0.6% | 加碼 |
| Linker Capital Management Inc. | 9,650 | $159.2 萬 | 1.75% | 00.0% | 不變 |
| Trust Co of Toledo NA | 9,752 | $160.9 萬 | 0.29% | +2,573+35.8% | 加碼 |
| Institute for Wealth Management, LLC. | 9,766 | $161.1 萬 | 0.31% | −81−0.8% | 減碼 |
| Plimoth Trust Co LLC | 9,772 | $161.2 萬 | 0.50% | +23+0.2% | 加碼 |
| Scotia Capital Inc. | 9,803 | $161.7 萬 | 0.01% | −534−5.2% | 減碼 |
| Everett Harris & Co | 9,839 | $162.3 萬 | 0.03% | +342+3.6% | 加碼 |
| Chicago Capital, LLC | 9,849 | $162.5 萬 | 0.08% | 00.0% | 不變 |
| Knuff & Co LLC | 9,855 | $162.6 萬 | 0.64% | 00.0% | 不變 |
| RNC Capital Management LLC | 9,894 | $163.2 萬 | 0.09% | −570−5.4% | 減碼 |
| Signet Investment Advisory Group, Inc. | 9,900 | $163.3 萬 | 1.13% | −1,052−9.6% | 減碼 |
| BKD Wealth Advisors, LLC | 9,916 | $163.6 萬 | 0.05% | +32+0.3% | 加碼 |
| Ziegler Capital Management, LLC | 9,939 | $163.9 萬 | 0.06% | −28−0.3% | 減碼 |
| Vetamer Capital Management, L.P. | 9,966 | $164.4 萬 | 2.26% | +9,966 | 新進 |
| Barden Capital Management, Inc. | 9,989 | $164.8 萬 | 1.57% | +66+0.7% | 加碼 |
| Cunning Capital Partners, LP | 10,070 | $166.1 萬 | 1.13% | 00.0% | 不變 |
| Csenge Advisory Group | 10,162 | $167.6 萬 | 0.12% | +980+10.7% | 加碼 |
| Anchor Investment Management, LLC | 10,221 | $168.6 萬 | 0.23% | −48−0.5% | 減碼 |
| TrimTabs Asset Management, LLC | 10,278 | $169.5 萬 | 0.91% | +3,699+56.2% | 加碼 |
| Penobscot Investment Management Company, Inc. | 10,285 | $169.7 萬 | 0.30% | +96+0.9% | 加碼 |
| Vise Technologies, Inc. | 10,310 | $170.1 萬 | 0.45% | +2,407+30.5% | 加碼 |
| Beverly Hills Private Wealth, LLC | 10,311 | $170.1 萬 | 0.53% | +1,909+22.7% | 加碼 |
| Signaturefd, LLC | 10,330 | $170.4 萬 | 0.05% | +726+7.6% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 10,342 | $170.6 萬 | 0.08% | +80+0.8% | 加碼 |
| Inlet Private Wealth, LLC | 10,385 | $171.3 萬 | 0.45% | 00.0% | 不變 |
| Guardian Capital LP | 10,388 | $171.4 萬 | 0.05% | −900−8.0% | 減碼 |
| Qsemble Capital Management, LP | 10,400 | $171.5 萬 | 1.16% | +10,400 | 新進 |
| Meeder Advisory Services, Inc. | 10,464 | $172.6 萬 | 0.20% | +414+4.1% | 加碼 |
| Silicon Hills Wealth Management, LLC | 10,480 | $172.9 萬 | 1.04% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 10,578 | $174.5 萬 | 0.09% | +2,693+34.2% | 加碼 |
| Schechter Investment Advisors, LLC | 10,601 | $174.9 萬 | 0.16% | +142+1.4% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 10,657 | $175.8 萬 | 0.24% | −4,050−27.5% | 減碼 |
| FOCUS Wealth Advisors, LLC | 10,697 | $176.5 萬 | 1.16% | −112−1.0% | 減碼 |
| Sawgrass Asset Management LLC | 10,710 | $176.7 萬 | 0.23% | 00.0% | 不變 |
| Aptus Capital Advisors, LLC | 10,713 | $176.7 萬 | 0.05% | +6,716+168.0% | 加碼 |
| St. Johns Investment Management Company, LLC | 10,790 | $178.0 萬 | 1.03% | +63+0.6% | 加碼 |
| Colonial Trust Co | 10,839 | $178.8 萬 | 0.45% | +9,866+1,014.0% | 加碼 |
| Argus Investors' Counsel, Inc. | 10,881 | $179.5 萬 | 1.36% | −29−0.3% | 減碼 |
| Wintrust Investments LLC | 10,903 | $179.8 萬 | 0.23% | +176+1.6% | 加碼 |