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 |
|---|---|---|---|---|---|
| Sigma Planning Corp | 10,981 | $181.1 萬 | 0.06% | −193−1.7% | 減碼 |
| Gifford Fong Associates | 11,000 | $181.4 萬 | 0.48% | 00.0% | 不變 |
| True North Advisors, LLC | 11,000 | $181.4 萬 | 0.54% | 00.0% | 不變 |
| Webster Bank, N. A. | 11,017 | $181.7 萬 | 0.24% | +8,419+324.1% | 加碼 |
| EFG Asset Management (North America) Corp. | 11,025 | $181.8 萬 | 0.40% | +1,449+15.1% | 加碼 |
| Graham Capital Management, L.P. | 11,045 | $182.2 萬 | 0.06% | +2,806+34.1% | 加碼 |
| Moors & Cabot, Inc. | 11,067 | $182.6 萬 | 0.13% | −1,663−13.1% | 減碼 |
| Pinnacle Holdings, LLC | 11,095 | $183.0 萬 | 0.85% | −31−0.3% | 減碼 |
| J.W. Cole Advisors, Inc. | 11,122 | $183.5 萬 | 0.13% | −327−2.9% | 減碼 |
| Quantbot Technologies LP | 11,127 | $183.5 萬 | 0.13% | +427+4.0% | 加碼 |
| MainStreet Investment Advisors LLC | 11,183 | $184.5 萬 | 0.20% | +2,278+25.6% | 加碼 |
| Private Wealth Partners, LLC | 11,213 | $185.0 萬 | 0.18% | 00.0% | 不變 |
| Adviser Investments LLC | 11,264 | $185.8 萬 | 0.04% | 00.0% | 不變 |
| ExodusPoint Capital Management, LP | 11,271 | $185.9 萬 | 0.02% | −10,634−48.5% | 減碼 |
| Sequoia Financial Advisors, LLC | 11,368 | $187.5 萬 | 0.04% | +2,297+25.3% | 加碼 |
| Buttonwood Financial Advisors Inc. | 11,378 | $187.7 萬 | 1.46% | −477−4.0% | 減碼 |
| SOL Capital Management CO | 11,403 | $188.1 萬 | 0.31% | 00.0% | 不變 |
| Bailard, Inc. | 11,412 | $188.2 萬 | 0.07% | +53+0.5% | 加碼 |
| Fairfield, Bush & Co. | 11,430 | $188.5 萬 | 0.66% | +10,000+699.3% | 加碼 |
| Herbst Group, LLC | 11,500 | $189.7 萬 | 1.34% | +100+0.9% | 加碼 |
| Profund Advisors LLC | 11,519 | $190.0 萬 | 0.12% | −128−1.1% | 減碼 |
| Aristotle Capital Management, LLC | 11,530 | $190.2 萬 | 0.00% | 00.0% | 不變 |
| Lowe Brockenbrough & Co Inc | 11,548 | $190.5 萬 | 0.15% | −84−0.7% | 減碼 |
| Arcus Capital Partners, LLC | 11,583 | $191.1 萬 | 0.65% | 00.0% | 不變 |
| Lindsell Train Ltd大師Lindsell Train | 11,600 | $191.3 萬 | 0.03% | 00.0% | 不變 |
| Mitchell McLeod Pugh & Williams Inc | 11,669 | $192.5 萬 | 0.60% | −450−3.7% | 減碼 |
| IFG Advisory, LLC | 11,721 | $193.4 萬 | 0.18% | −257−2.1% | 減碼 |
| Fruth Investment Management | 11,750 | $193.8 萬 | 0.56% | 00.0% | 不變 |
| Bull Street Advisors, LLC | 11,792 | $194.5 萬 | 1.01% | −50−0.4% | 減碼 |
| Stock Yards Bank & Trust Co | 11,827 | $195.0 萬 | 0.07% | +611+5.4% | 加碼 |
| Caldwell Trust Co | 11,858 | $195.6 萬 | 0.27% | −241−2.0% | 減碼 |
| Caliber Wealth Management, LLC | 11,872 | $195.8 萬 | 1.47% | +2,805+30.9% | 加碼 |
| BLB&B Advisors, LLC | 11,891 | $196.1 萬 | 0.15% | −37−0.3% | 減碼 |
| Gladstone Institutional Advisory LLC | 11,896 | $196.2 萬 | 0.13% | −64−0.5% | 減碼 |
| Doheny Asset Management | 11,903 | $196.3 萬 | 1.76% | +2,530+27.0% | 加碼 |
| Wolf Group Capital Advisors | 11,906 | $196.4 萬 | 0.98% | −1,210−9.2% | 減碼 |
| Copperwynd Financial, LLC | 11,994 | $197.8 萬 | 1.01% | +11,994 | 新進 |
| Independent Investors Inc | 12,000 | $197.9 萬 | 0.49% | 00.0% | 不變 |
| Insight Inv LLC | 12,006 | $198.0 萬 | 2.14% | 00.0% | 不變 |
| Lincoln National Corp | 12,066 | $199.0 萬 | 0.04% | −2,755−18.6% | 減碼 |
| Montag A & Associates Inc | 12,146 | $200.3 萬 | 0.13% | −196−1.6% | 減碼 |
| Savant Capital, LLC | 12,187 | $201.0 萬 | 0.04% | +1,032+9.3% | 加碼 |
| Vinva Investment Management Ltd | 12,402 | $201.4 萬 | 0.17% | +12,402 | 新進 |
| Alps Advisors Inc | 12,231 | $201.8 萬 | 0.02% | −1,041−7.8% | 減碼 |
| Cito Capital Group, LLC | 12,300 | $202.9 萬 | 1.01% | −100−0.8% | 減碼 |
| Hussman Strategic Advisors, Inc. | 12,400 | $204.5 萬 | 0.32% | −18,600−60.0% | 減碼 |
| CAPROCK Group, Inc. | 12,403 | $204.6 萬 | 0.16% | +1,590+14.7% | 加碼 |
| Parallel Advisors, LLC | 12,410 | $204.7 萬 | 0.07% | +519+4.4% | 加碼 |
| Valueworks LLC | 12,428 | $205.0 萬 | 0.78% | −439−3.4% | 減碼 |
| Welch Group, LLC | 12,430 | $205.0 萬 | 0.12% | 00.0% | 不變 |
| Stamos Capital Partners, L.P. | 12,460 | $205.5 萬 | 0.53% | +5,660+83.2% | 加碼 |
| Smith, Salley & Associates | 12,468 | $205.7 萬 | 0.16% | −44−0.4% | 減碼 |
| Quantinno Capital Management LP | 12,501 | $206.2 萬 | 0.14% | +97+0.8% | 加碼 |
| Xcel Wealth Management, LLC | 12,523 | $206.6 萬 | 0.73% | +12,523 | 新進 |
| Aviance Capital Partners, LLC | 12,542 | $206.9 萬 | 0.46% | 00.0% | 不變 |
| Investment Management Corp of Ontario | 12,546 | $206.9 萬 | 0.09% | −549−4.2% | 減碼 |
| J. Goldman & Co LP | 12,555 | $207.1 萬 | 0.12% | −10,399−45.3% | 減碼 |
| Altshuler Shaham Ltd | 12,607 | $208.0 萬 | 0.05% | −795−5.9% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 12,656 | $208.8 萬 | 0.15% | +1,020+8.8% | 加碼 |
| Ahl Investment Management, Inc. | 12,682 | $209.2 萬 | 1.93% | −580−4.4% | 減碼 |
| QV Investors Inc. | 12,680 | $209.2 萬 | 0.20% | −680−5.1% | 減碼 |
| Jacobi Capital Management LLC | 12,695 | $209.4 萬 | 0.25% | −155−1.2% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 12,719 | $209.8 萬 | 0.19% | −137−1.1% | 減碼 |
| Change Path, LLC | 12,733 | $210.0 萬 | 0.10% | +662+5.5% | 加碼 |
| Quadrant Capital Group LLC | 12,760 | $210.5 萬 | 0.22% | −87−0.7% | 減碼 |
| BBR Partners, LLC | 12,816 | $211.4 萬 | 0.24% | +47+0.4% | 加碼 |
| Greenfield Savings Bank | 12,864 | $212.2 萬 | 1.38% | −40−0.3% | 減碼 |
| Aaron Wealth Advisors | 12,870 | $212.3 萬 | 0.29% | +237+1.9% | 加碼 |
| Coldstream Capital Management Inc | 12,881 | $212.5 萬 | 0.07% | +247+2.0% | 加碼 |
| West Oak Capital, LLC | 12,892 | $212.7 萬 | 1.08% | −1,345−9.4% | 減碼 |
| Moneta Group Investment Advisors LLC | 12,896 | $212.7 萬 | 0.05% | +3,413+36.0% | 加碼 |
| Personal Cfo Solutions, LLC | 12,932 | $213.3 萬 | 0.44% | +775+6.4% | 加碼 |
| Madison Wealth Management | 12,958 | $213.7 萬 | 0.46% | +261+2.1% | 加碼 |
| Horizon Investments, LLC | 13,057 | $214.6 萬 | 0.06% | −7,310−35.9% | 減碼 |
| Empower Advisory Group, LLC | 13,114 | $214.8 萬 | 0.01% | +13,114 | 新進 |
| South State Corp. | 13,021 | $214.8 萬 | 0.20% | +146+1.1% | 加碼 |
| Boston Family Office LLC | 13,042 | $215.2 萬 | 0.17% | +100+0.8% | 加碼 |
| Sawyer & Company, Inc | 13,490 | $217.4 萬 | 1.17% | −95−0.7% | 減碼 |
| Traverso Chambers Private Wealth Management, LLC | 13,200 | $217.7 萬 | 0.60% | 00.0% | 不變 |
| Private Asset Management Inc | 13,280 | $219.1 萬 | 0.36% | 00.0% | 不變 |
| C2C Wealth Management, LLC | 13,759 | $219.2 萬 | 0.35% | +5,814+73.2% | 加碼 |
| Benedict Financial Advisors Inc | 13,402 | $221.1 萬 | 0.62% | +27+0.2% | 加碼 |
| Haverford Trust Co | 13,442 | $221.7 萬 | 0.03% | −1,284−8.7% | 減碼 |
| Fort Sheridan Advisors LLC | 13,532 | $223.2 萬 | 0.57% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 13,632 | $224.9 萬 | 0.23% | +206+1.5% | 加碼 |
| TCTC Holdings, LLC | 13,638 | $225.0 萬 | 0.09% | +2,342+20.7% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 13,670 | $225.5 萬 | 1.59% | −150−1.1% | 減碼 |
| KCM Investment Advisors LLC | 13,834 | $228.2 萬 | 0.09% | +740+5.7% | 加碼 |
| Lighthouse Investment Partners, LLC | 13,843 | $228.3 萬 | 0.20% | +13,843 | 新進 |
| American Trust | 13,912 | $229.5 萬 | 0.16% | +3,666+35.8% | 加碼 |
| Lincoln Capital LLC | 14,003 | $230.8 萬 | 0.63% | +90+0.6% | 加碼 |
| Investment Advisory Services Inc | 14,005 | $231.0 萬 | 1.14% | +101+0.7% | 加碼 |
| Brendel Financial Advisors LLC | 14,064 | $232.0 萬 | 1.72% | +14,064 | 新進 |
| Ballentine Partners, LLC | 14,170 | $233.7 萬 | 0.06% | +1,304+10.1% | 加碼 |
| Columbia Asset Management | 14,172 | $233.8 萬 | 0.53% | +93+0.7% | 加碼 |
| Coastline Trust Co | 14,180 | $233.9 萬 | 0.35% | −89−0.6% | 減碼 |
| Bleakley Financial Group, LLC | 14,209 | $234.4 萬 | 0.08% | +843+6.3% | 加碼 |
| Essex Investment Management Co LLC | 14,323 | $236.3 萬 | 0.34% | −494−3.3% | 減碼 |
| Warther Private Wealth, LLC | 14,378 | $237.2 萬 | 1.81% | +226+1.6% | 加碼 |
| Constitution Capital LLC | 14,400 | $237.5 萬 | 1.44% | +4,750+49.2% | 加碼 |