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 | 2,913 | $1,748 億 |
| 2025 年第 4 季 | 3,044 | $2,168 億 |
| 2025 年第 3 季 | 2,759 | $1,934 億 |
| 2025 年第 2 季 | 2,720 | $1,899 億 |
| 2025 年第 1 季 | 2,628 | $1,607 億 |
| 2024 年第 4 季 | 2,643 | $1,775 億 |
| 2024 年第 3 季 | 2,460 | $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 |
|---|---|---|---|---|---|
| Americana Partners, LLC | 19,753 | $325.8 萬 | 0.51% | −305−1.5% | 減碼 |
| Stone Point Wealth LLC | 19,887 | $328.0 萬 | 1.46% | −733−3.6% | 減碼 |
| Gilman Hill Asset Management, LLC | 19,888 | $328.1 萬 | 0.67% | −116−0.6% | 減碼 |
| Auto-Owners Insurance Co | 19,950 | $329.1 萬 | 0.11% | 00.0% | 不變 |
| National Asset Management, Inc. | 20,079 | $331.2 萬 | 0.09% | −7,056−26.0% | 減碼 |
| Naples Global Advisors, LLC | 20,111 | $331.7 萬 | 0.41% | +375+1.9% | 加碼 |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $331.8 萬 | 3.11% | 00.0% | 不變 |
| Connectus Wealth, LLC | 20,166 | $332.7 萬 | 0.08% | −82,912−80.4% | 減碼 |
| Richard Bernstein Advisors LLC | 20,236 | $333.8 萬 | 0.07% | 00.0% | 不變 |
| Acadian Asset Management LLC | 20,265 | $333.9 萬 | 0.01% | +8,690+75.1% | 加碼 |
| Twin Capital Management Inc | 20,306 | $334.9 萬 | 0.46% | +15,493+321.9% | 加碼 |
| Park National Corp | 20,363 | $335.9 萬 | 0.15% | −1,053−4.9% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 20,636 | $340.4 萬 | 0.40% | +20,636 | 新進 |
| Ceera Investments, LLC | 20,976 | $346.0 萬 | 2.21% | 00.0% | 不變 |
| Verdence Capital Advisors LLC | 21,017 | $346.7 萬 | 0.42% | −416−1.9% | 減碼 |
| Stephens Inc | 21,156 | $349.0 萬 | 0.07% | +746+3.7% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 21,184 | $349.4 萬 | 0.29% | −311−1.4% | 減碼 |
| Goelzer Investment Management, Inc. | 21,247 | $350.5 萬 | 0.30% | −6,168−22.5% | 減碼 |
| Horizon Investment Services, LLC | 21,390 | $352.8 萬 | 2.26% | +697+3.4% | 加碼 |
| Benson Investment Management Company, Inc. | 21,430 | $353.5 萬 | 2.02% | 00.0% | 不變 |
| Sumitomo Life Insurance Co | 21,466 | $354.1 萬 | 0.30% | −138−0.6% | 減碼 |
| Trinity Legacy Partners, LLC | 21,522 | $355.0 萬 | 1.33% | +1,254+6.2% | 加碼 |
| Fundamentun, LLC | 21,596 | $356.2 萬 | 0.60% | +2,015+10.3% | 加碼 |
| Chatham Capital Group, Inc. | 21,612 | $356.5 萬 | 0.80% | −925−4.1% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 21,661 | $357.3 萬 | 0.09% | +594+2.8% | 加碼 |
| Univest Financial Corp | 21,714 | $358.2 萬 | 1.12% | −1,772−7.5% | 減碼 |
| Jefferies Financial Group Inc. | 21,722 | $358.3 萬 | 0.08% | +15,359+241.4% | 加碼 |
| First Hawaiian Bank | 21,788 | $359.4 萬 | 0.12% | −5,931−21.4% | 減碼 |
| Greenleaf Trust | 21,883 | $361.0 萬 | 0.04% | +515+2.4% | 加碼 |
| Fiduciary Group LLC | 21,911 | $361.4 萬 | 0.47% | −262−1.2% | 減碼 |
| Chicago Trust Co NA | 21,938 | $361.9 萬 | 0.91% | −2,382−9.8% | 減碼 |
| Ropes Wealth Advisors LLC | 22,003 | $362.9 萬 | 0.66% | +258+1.2% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 22,039 | $363.5 萬 | 0.18% | 00.0% | 不變 |
| Family Management Corp | 22,141 | $365.2 萬 | 0.84% | −45−0.2% | 減碼 |
| Industrial Alliance Investment Management Inc. | 22,294 | $367.7 萬 | 0.10% | +20,493+1,137.9% | 加碼 |
| Front Barnett Associates LLC | 22,466 | $370.6 萬 | 0.44% | −186−0.8% | 減碼 |
| Chemistry Wealth Management LLC | 22,491 | $371.0 萬 | 1.29% | −166−0.7% | 減碼 |
| Seven Eight Capital, LP | 22,628 | $373.2 萬 | 0.78% | +8,702+62.5% | 加碼 |
| TD Private Client Wealth LLC | 22,644 | $373.5 萬 | 0.17% | +4,267+23.2% | 加碼 |
| Venture Visionary Partners LLC | 22,662 | $373.8 萬 | 0.24% | +221+1.0% | 加碼 |
| Erste Asset Management GmbH | 23,035 | $374.2 萬 | 0.07% | +2,150+10.3% | 加碼 |
| Grassi Investment Management | 22,960 | $378.7 萬 | 0.47% | 00.0% | 不變 |
| RBF Capital, LLC | 23,000 | $379.4 萬 | 0.28% | 00.0% | 不變 |
| D.A. Davidson & Co. | 23,077 | $380.2 萬 | 0.04% | −1,239−5.1% | 減碼 |
| Silvant Capital Management LLC | 23,107 | $381.1 萬 | 0.25% | +6,504+39.2% | 加碼 |
| Lido Advisors, LLC | 23,358 | $385.3 萬 | 0.05% | +7,142+44.0% | 加碼 |
| Hutner Capital Management Inc | 23,375 | $385.6 萬 | 2.35% | 00.0% | 不變 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 23,857 | $387.5 萬 | 0.88% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 23,519 | $387.9 萬 | 0.28% | −45−0.2% | 減碼 |
| Wisconsin Capital Management LLC | 23,520 | $388.0 萬 | 2.64% | +18,685+386.5% | 加碼 |
| Mitchell Capital Management Co | 23,545 | $388.4 萬 | 0.96% | +447+1.9% | 加碼 |
| Private Management Group Inc | 23,725 | $391.3 萬 | 0.18% | −4,359−15.5% | 減碼 |
| Stonegate Investment Group, LLC | 23,736 | $391.5 萬 | 0.15% | −5,314−18.3% | 減碼 |
| CenterBook Partners LP | 23,823 | $393.0 萬 | 0.56% | +23,823 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 23,824 | $393.0 萬 | 0.16% | −143−0.6% | 減碼 |
| Overbrook Management Corp | 23,828 | $393.0 萬 | 1.03% | 00.0% | 不變 |
| Bokf, NA | 23,918 | $394.5 萬 | 0.08% | −11,829−33.1% | 減碼 |
| Boston Private Wealth LLC | 23,993 | $395.8 萬 | 0.06% | −566−2.3% | 減碼 |
| Simplex Trading, LLC | 24,372 | $402.0 萬 | 0.18% | +24,372 | 新進 |
| Concentric Wealth Management, LLC | 24,444 | $403.2 萬 | 1.33% | +106+0.4% | 加碼 |
| Varma Mutual Pension Insurance Co | 24,757 | $408.4 萬 | 0.05% | 00.0% | 不變 |
| Freestone Capital Holdings, LLC | 24,779 | $408.7 萬 | 0.18% | −72−0.3% | 減碼 |
| Rockland Trust Co | 24,966 | $411.8 萬 | 0.26% | −82,337−76.7% | 減碼 |
| Alkeon Capital Management LLC | 25,000 | $412.4 萬 | 0.03% | 00.0% | 不變 |
| Bleichroeder LP | 25,000 | $412.4 萬 | 0.88% | 00.0% | 不變 |
| Coastal Investment Advisors, Inc. | 25,084 | $413.8 萬 | 1.01% | +110+0.4% | 加碼 |
| Metis Global Partners, LLC | 25,236 | $416.3 萬 | 0.27% | +6,277+33.1% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 25,254 | $416.6 萬 | 0.56% | +215+0.9% | 加碼 |
| Adalta Capital Management LLC | 25,305 | $417.4 萬 | 2.92% | 00.0% | 不變 |
| Roundview Capital LLC | 25,387 | $418.8 萬 | 0.44% | +178+0.7% | 加碼 |
| Cetera Advisors LLC | 25,502 | $420.7 萬 | 0.07% | +7,962+45.4% | 加碼 |
| Foster Group, Inc. | 25,594 | $422.2 萬 | 0.27% | +80.0% | 加碼 |
| Wright Investors Service Inc | 25,650 | $423.1 萬 | 1.20% | +6,165+31.6% | 加碼 |
| Wetherby Asset Management Inc | 25,674 | $423.5 萬 | 0.25% | +1,373+5.6% | 加碼 |
| Wellington Shields Capital Management, LLC | 25,753 | $424.8 萬 | 0.51% | +5,001+24.1% | 加碼 |
| GFS Advisors, LLC | 25,995 | $428.8 萬 | 0.99% | 00.0% | 不變 |
| Birmingham Capital Management Co Inc | 26,049 | $429.7 萬 | 1.71% | −476−1.8% | 減碼 |
| Bessemer Group Inc | 26,058 | $429.8 萬 | 0.01% | −177−0.7% | 減碼 |
| Stokes Capital Advisors, LLC | 26,060 | $429.9 萬 | 1.46% | +143+0.6% | 加碼 |
| Avitas Wealth Management LLC | 26,200 | $432.2 萬 | 0.85% | −163−0.6% | 減碼 |
| Jag Capital Management, LLC | 26,251 | $433.0 萬 | 0.56% | −511−1.9% | 減碼 |
| CX Institutional | 26,459 | $433.4 萬 | 0.23% | +22,636+592.1% | 加碼 |
| Kingfisher Capital LLC | 26,320 | $434.2 萬 | 1.14% | +126+0.5% | 加碼 |
| Sandhill Capital Partners LLC | 26,471 | $436.6 萬 | 0.42% | +2,302+9.5% | 加碼 |
| Pine Ridge Advisers LLC | 26,500 | $437.1 萬 | 0.91% | 00.0% | 不變 |
| Metropolitan Life Insurance Co | 26,629 | $439.2 萬 | 0.23% | −7,258−21.4% | 減碼 |
| KMG Fiduciary Partners, LLC | 26,683 | $440.1 萬 | 0.63% | −5,245−16.4% | 減碼 |
| Stratos Wealth Partners, LTD. | 26,694 | $440.3 萬 | 0.12% | −2,874−9.7% | 減碼 |
| Strategic Wealth Partners, Ltd. | 26,703 | $440.5 萬 | 0.68% | +962+3.7% | 加碼 |
| New England Asset Management Inc | 26,707 | $440.5 萬 | 0.66% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 26,869 | $443.2 萬 | 0.04% | −121,146−81.8% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 26,907 | $443.8 萬 | 0.52% | −200−0.7% | 減碼 |
| AMG National Trust Bank | 26,956 | $444.6 萬 | 0.15% | −842−3.0% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 26,998 | $445.3 萬 | 0.44% | +1,078+4.2% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 27,000 | $445.4 萬 | 0.06% | 00.0% | 不變 |
| Trust Co of Vermont | 27,105 | $447.1 萬 | 0.31% | +880+3.4% | 加碼 |
| Bouvel Investment Partners, LLC | 27,225 | $449.1 萬 | 2.62% | −95−0.3% | 減碼 |
| Meiji Yasuda Life Insurance Co | 27,252 | $449.5 萬 | 0.09% | −1,608−5.6% | 減碼 |
| Alerus Financial NA | 27,378 | $451.6 萬 | 0.40% | −2,476−8.3% | 減碼 |
| Hudson Valley Investment Advisors Inc | 27,426 | $452.4 萬 | 0.63% | +6,847+33.3% | 加碼 |