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 |
|---|---|---|---|---|---|
| Bank Julius Baer & Co. Ltd, Zurich | 14,506 | $239.3 萬 | 0.02% | +2,330+19.1% | 加碼 |
| Rehmann Capital Advisory Group | 14,519 | $239.5 萬 | 0.23% | +1,285+9.7% | 加碼 |
| Buckingham Strategic Wealth, LLC | 16,253 | $240.1 萬 | 0.04% | 00.0% | 不變 |
| Northstar Advisory Group, LLC | 14,647 | $241.6 萬 | 1.81% | +14,647 | 新進 |
| Lodestone Wealth Management LLC | 14,661 | $241.8 萬 | 1.86% | −153−1.0% | 減碼 |
| Pettee Investors, Inc. | 14,791 | $244.0 萬 | 1.17% | −80−0.5% | 減碼 |
| Kanawha Capital Management LLC | 14,798 | $244.1 萬 | 0.23% | −392−2.6% | 減碼 |
| Ergoteles LLC | 14,896 | $245.7 萬 | 0.10% | +14,896 | 新進 |
| Intrinsic Value Partners, LLC | 14,903 | $245.8 萬 | 3.32% | −1,720−10.3% | 減碼 |
| Kiwi Wealth Investments Limited Partnership | 14,978 | $247.1 萬 | 0.16% | 00.0% | 不變 |
| Cipher Capital LP | 14,983 | $247.1 萬 | 0.46% | −6,976−31.8% | 減碼 |
| Valeo Financial Advisors, LLC | 15,005 | $247.5 萬 | 0.12% | +2,031+15.7% | 加碼 |
| Avantax Advisory Services, Inc. | 15,028 | $247.9 萬 | 0.03% | −776−4.9% | 減碼 |
| Vestcor Inc | 15,061 | $248.4 萬 | 0.09% | −57−0.4% | 減碼 |
| Condor Capital Management | 15,084 | $248.8 萬 | 0.31% | −1,046−6.5% | 減碼 |
| Evercore Wealth Management, LLC | 15,119 | $249.4 萬 | 0.05% | −233−1.5% | 減碼 |
| Peoples Financial Services Corp. | 15,123 | $249.5 萬 | 1.17% | −312−2.0% | 減碼 |
| Kathleen S. Wright Associates Inc. | 15,199 | $250.7 萬 | 1.65% | −6,028−28.4% | 減碼 |
| Siemens Fonds Invest GmbH | 15,210 | $250.9 萬 | 0.26% | −99−0.6% | 減碼 |
| Resonant Capital Advisors, LLC | 15,356 | $253.3 萬 | 0.29% | +203+1.3% | 加碼 |
| Park Avenue Securities LLC | 15,407 | $254.1 萬 | 0.04% | +537+3.6% | 加碼 |
| Buckingham Capital Management, Inc. | 15,550 | $256.5 萬 | 0.41% | +7,995+105.8% | 加碼 |
| Bell & Brown Wealth Advisors, LLC | 15,565 | $256.7 萬 | 1.37% | −198−1.3% | 減碼 |
| Compass Wealth Management LLC | 15,584 | $257.1 萬 | 0.82% | +302+2.0% | 加碼 |
| William Allan, LLC | 15,586 | $257.1 萬 | 2.04% | +97+0.6% | 加碼 |
| Modera Wealth Management, LLC | 15,609 | $257.5 萬 | 0.10% | −172−1.1% | 減碼 |
| Bensler, LLC | 15,636 | $257.9 萬 | 0.52% | +15,636 | 新進 |
| Eads & Heald Wealth Management | 15,668 | $258.4 萬 | 1.28% | −392−2.4% | 減碼 |
| Glenview Trust Co | 15,670 | $258.5 萬 | 0.08% | −531−3.3% | 減碼 |
| Moody National Bank Trust Division | 15,672 | $258.5 萬 | 0.22% | −28−0.2% | 減碼 |
| First Dallas Securities Inc. | 15,679 | $258.6 萬 | 1.53% | −199−1.3% | 減碼 |
| Leonteq Securities AG | 15,760 | $260.0 萬 | 0.24% | −8,182−34.2% | 減碼 |
| Bank of Stockton | 15,896 | $262.2 萬 | 0.91% | −1,382−8.0% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 15,945 | $263.0 萬 | 0.30% | −495−3.0% | 減碼 |
| Brave Asset Management Inc | 15,996 | $263.9 萬 | 0.84% | −873−5.2% | 減碼 |
| Steel Canyon Capital, LLC | 16,012 | $264.1 萬 | 5.27% | +2,967+22.7% | 加碼 |
| Davy Global Fund Management Ltd | 16,056 | $264.8 萬 | 0.51% | −422−2.6% | 減碼 |
| NVWM, LLC | 16,155 | $266.5 萬 | 0.89% | +4,702+41.1% | 加碼 |
| Tower Bridge Advisors | 16,177 | $266.8 萬 | 0.22% | 00.0% | 不變 |
| Courier Capital LLC | 16,335 | $269.4 萬 | 0.30% | −958−5.5% | 減碼 |
| Northstar Group, Inc. | 16,360 | $269.9 萬 | 0.69% | +18+0.1% | 加碼 |
| Credit Agricole S A | 16,463 | $271.6 萬 | 0.12% | −25,730−61.0% | 減碼 |
| CWM, LLC | 16,616 | $274.1 萬 | 0.02% | +3,324+25.0% | 加碼 |
| Impax Asset Management Group plc | 16,660 | $274.8 萬 | 0.01% | −1,691−9.2% | 減碼 |
| Resources Investment Advisors, LLC. | 16,676 | $275.1 萬 | 0.06% | +5,889+54.6% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 16,791 | $277.0 萬 | 0.10% | +139+0.8% | 加碼 |
| Bayesian Capital Management, LP | 16,797 | $277.1 萬 | 0.34% | +16,797 | 新進 |
| Point72 Middle East FZE | 16,823 | $277.5 萬 | 0.16% | −16,311−49.2% | 減碼 |
| ING Groep NV | 16,868 | $278.2 萬 | 0.03% | −329,885−95.1% | 減碼 |
| Proequities, Inc. | 16,869 | $278.3 萬 | 0.22% | −526−3.0% | 減碼 |
| TownSquare Capital, LLC | 16,950 | $279.6 萬 | 0.06% | +956+6.0% | 加碼 |
| Pring Turner Capital Group Inc | 17,015 | $280.7 萬 | 2.79% | −100−0.6% | 減碼 |
| Snowden Capital Advisors LLC | 17,096 | $282.0 萬 | 0.11% | +7,529+78.7% | 加碼 |
| Brookstone Capital Management | 17,235 | $282.1 萬 | 0.05% | −684−3.8% | 減碼 |
| Advisory Services Network, LLC | 17,148 | $282.9 萬 | 0.08% | +98+0.6% | 加碼 |
| Bill Few Associates, Inc. | 17,150 | $282.9 萬 | 1.57% | +100+0.6% | 加碼 |
| Empire Financial Management Company, LLC | 17,194 | $283.6 萬 | 1.16% | +17,194 | 新進 |
| Ostrum Asset Management | 17,279 | $285.0 萬 | 0.25% | +17,279 | 新進 |
| Cutler Group LP | 17,316 | $285.6 萬 | 0.45% | +4,429+34.4% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 17,356 | $286.3 萬 | 0.12% | +1,151+7.1% | 加碼 |
| Canandaigua National Bank & Trust Co | 17,364 | $286.4 萬 | 0.48% | +17,364 | 新進 |
| Empirical Finance, LLC | 17,372 | $286.6 萬 | 0.27% | +666+4.0% | 加碼 |
| Briggs Advisory Group, Inc. | 17,420 | $287.3 萬 | 1.70% | 00.0% | 不變 |
| Everence Capital Management Inc | 17,474 | $288.2 萬 | 0.24% | 00.0% | 不變 |
| Chartwell Investment Partners, LLC | 17,577 | $289.9 萬 | 0.11% | −1,697−8.8% | 減碼 |
| Selway Asset Management | 17,600 | $290.3 萬 | 1.39% | +150+0.9% | 加碼 |
| Elgethun Capital Management | 17,602 | $290.4 萬 | 0.92% | +262+1.5% | 加碼 |
| Karani Asset Management LLC | 17,817 | $293.9 萬 | 3.11% | +17,817 | 新進 |
| Callahan Advisors, LLC | 17,867 | $294.7 萬 | 0.38% | +10.0% | 加碼 |
| Connable Office Inc | 17,906 | $295.4 萬 | 0.43% | −7,729−30.2% | 減碼 |
| Lakeview Capital Partners, LLC | 20,028 | $296.4 萬 | 0.92% | +24+0.1% | 加碼 |
| Integrated Wealth Concepts LLC | 18,034 | $297.5 萬 | 0.06% | +1,104+6.5% | 加碼 |
| Toroso Investments, LLC | 18,035 | $297.5 萬 | 0.10% | +7,783+75.9% | 加碼 |
| Mount Vernon Associates Inc | 18,071 | $298.1 萬 | 3.52% | −350−1.9% | 減碼 |
| BFSG, LLC | 18,083 | $298.3 萬 | 0.55% | +89+0.5% | 加碼 |
| Optimas Capital Ltd | 18,100 | $298.6 萬 | 2.50% | −23,792−56.8% | 減碼 |
| Salvus Wealth Management, LLC | 18,243 | $300.9 萬 | 2.43% | +205+1.1% | 加碼 |
| Assenagon Asset Management S.A. | 18,246 | $301.0 萬 | 0.01% | −296−1.6% | 減碼 |
| WP Advisors, LLC | 18,250 | $301.0 萬 | 1.24% | +117+0.6% | 加碼 |
| Grandfield & Dodd, LLC | 18,283 | $301.6 萬 | 0.21% | −620−3.3% | 減碼 |
| Pacifica Capital Investments, LLC | 18,295 | $301.8 萬 | 0.96% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 18,327 | $302.3 萬 | 0.13% | −746−3.9% | 減碼 |
| CSM Advisors, LLC | 18,639 | $307.3 萬 | 0.27% | +5,600+42.9% | 加碼 |
| Ieq Capital, LLC | 18,707 | $308.6 萬 | 0.07% | +168+0.9% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 18,715 | $308.7 萬 | 0.08% | −21−0.1% | 減碼 |
| Quantitative Investment Management, LLC | 18,826 | $310.5 萬 | 0.65% | +18,826 | 新進 |
| Cresset Asset Management, LLC | 18,836 | $310.7 萬 | 0.06% | −549−2.8% | 減碼 |
| Hancock Whitney Corp | 18,850 | $310.9 萬 | 0.12% | −3,210−14.6% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,892 | $311.6 萬 | 0.21% | −805−4.1% | 減碼 |
| Azimuth Capital Investment Management LLC | 19,010 | $313.6 萬 | 0.15% | −1,150−5.7% | 減碼 |
| Raymond James Trust N.A. | 19,085 | $314.8 萬 | 0.10% | −275−1.4% | 減碼 |
| Achmea Investment Management B.V. | 19,107 | $315.2 萬 | 0.09% | −10,891−36.3% | 減碼 |
| Sawtooth Solutions, LLC | 19,152 | $315.9 萬 | 0.08% | +13,954+268.4% | 加碼 |
| Eqis Capital Management, Inc. | 19,279 | $318.0 萬 | 0.36% | −4,551−19.1% | 減碼 |
| Clearstead Advisors, LLC | 19,296 | $318.3 萬 | 0.23% | +666+3.6% | 加碼 |
| Silicon Valley Capital Partners | 19,300 | $318.3 萬 | 0.67% | +570+3.0% | 加碼 |
| Oliver Luxxe Assets LLC | 19,399 | $320.0 萬 | 0.84% | +207+1.1% | 加碼 |
| Chapman Investment Management, LLC | 19,466 | $321.1 萬 | 2.64% | −370−1.9% | 減碼 |
| LaFleur & Godfrey LLC | 19,536 | $322.2 萬 | 0.53% | +39+0.2% | 加碼 |
| M. Kulyk & Associates, LLC | 19,583 | $323.0 萬 | 0.98% | +36+0.2% | 加碼 |