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 |
|---|---|---|---|---|---|
| Borer Denton & Associates, Inc. | 3,052 | $50.3 萬 | 0.21% | +7+0.2% | 加碼 |
| Shufro Rose & Co LLC | 3,061 | $50.5 萬 | 0.05% | 00.0% | 不變 |
| Sentry Investment Management LLC | 3,062 | $50.5 萬 | 0.21% | −2,434−44.3% | 減碼 |
| Financial Management Network Inc | 3,110 | $50.6 萬 | 0.20% | −114−3.5% | 減碼 |
| Aspen Wealth Strategies, LLC | 3,068 | $50.6 萬 | 0.39% | −30−1.0% | 減碼 |
| Sompo Asset Management Co., Ltd. | 3,070 | $50.6 萬 | 0.11% | +110+3.7% | 加碼 |
| Plancorp, LLC | 3,079 | $50.8 萬 | 0.03% | +193+6.7% | 加碼 |
| Aft, Forsyth & Company, Inc. | 3,086 | $50.9 萬 | 0.39% | +15+0.5% | 加碼 |
| Zhang Financial LLC | 3,090 | $51.0 萬 | 0.06% | +556+21.9% | 加碼 |
| Westmount Partners, LLC | 3,093 | $51.0 萬 | 0.24% | +6+0.2% | 加碼 |
| Arkadios Wealth Advisors | 3,094 | $51.0 萬 | 0.06% | −326−9.5% | 減碼 |
| Burney Co | 3,095 | $51.1 萬 | 0.03% | −100−3.1% | 減碼 |
| Acima Private Wealth, LLC | 3,113 | $51.3 萬 | 0.25% | +56+1.8% | 加碼 |
| Hamilton Capital, LLC | 3,119 | $51.4 萬 | 0.03% | −120−3.7% | 減碼 |
| Procyon Private Wealth Partners, LLC | 3,127 | $51.6 萬 | 0.09% | +938+42.9% | 加碼 |
| FirstPurpose Wealth LLC | 3,129 | $51.6 萬 | 0.25% | +81+2.7% | 加碼 |
| Clean Yield Group | 3,132 | $51.7 萬 | 0.22% | 00.0% | 不變 |
| CWA Asset Management Group, LLC | 3,133 | $51.7 萬 | 0.04% | +1,533+95.8% | 加碼 |
| Eagle Ridge Investment Management | 3,139 | $51.8 萬 | 0.06% | +110+3.6% | 加碼 |
| Aspen Investment Management Inc | 3,158 | $52.1 萬 | 0.33% | 00.0% | 不變 |
| united american securities inc. (d/b/a uas asset management) | 3,170 | $52.3 萬 | 0.18% | +3,170 | 新進 |
| Trillium Asset Management, LLC | 3,243 | $52.3 萬 | 0.02% | −74−2.2% | 減碼 |
| Ridgewood Investments LLC | 3,174 | $52.4 萬 | 0.32% | 00.0% | 不變 |
| Beacon Investment Advisors LLC | 3,190 | $52.6 萬 | 0.38% | +10.0% | 加碼 |
| Y.D. More Investments Ltd | 3,194 | $52.7 萬 | 0.13% | −967−23.2% | 減碼 |
| Dynamic Advisor Solutions LLC | 3,194 | $52.7 萬 | 0.03% | +1,211+61.1% | 加碼 |
| Factorial Partners, LLC | 3,200 | $52.8 萬 | 0.40% | 00.0% | 不變 |
| BSW Wealth Partners | 3,201 | $52.8 萬 | 0.11% | −49−1.5% | 減碼 |
| Herold Advisors, Inc. | 3,201 | $52.8 萬 | 0.18% | +100+3.2% | 加碼 |
| Altfest L J & Co Inc | 3,199 | $52.8 萬 | 0.08% | +219+7.3% | 加碼 |
| Parsec Financial Management, Inc. | 3,202 | $52.8 萬 | 0.02% | −800−20.0% | 減碼 |
| Tompkins Financial Corp | 3,216 | $53.0 萬 | 0.09% | 00.0% | 不變 |
| Fort Pitt Capital Group, LLC | 3,227 | $53.2 萬 | 0.02% | −300−8.5% | 減碼 |
| Matrix Asset Advisors Inc | 3,228 | $53.2 萬 | 0.08% | +450+16.2% | 加碼 |
| Cary Street Partners Asset Management LLC | 3,231 | $53.3 萬 | 0.10% | −325−9.1% | 減碼 |
| RMB Capital Management, LLC | 3,232 | $53.3 萬 | 0.02% | −100−3.0% | 減碼 |
| Old Mission Investment Co LLC | 3,232 | $53.3 萬 | 0.21% | +4+0.1% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 3,238 | $53.4 萬 | 0.01% | +3,238 | 新進 |
| Partners Group Holding AG | 3,249 | $53.6 萬 | 0.04% | 00.0% | 不變 |
| SignalPoint Asset Management, LLC | 3,259 | $53.8 萬 | 0.18% | −19−0.6% | 減碼 |
| Congress Wealth Management LLC | 3,275 | $54.0 萬 | 0.01% | −458−12.3% | 減碼 |
| Hoylecohen, LLC | 3,279 | $54.1 萬 | 0.05% | +41+1.3% | 加碼 |
| Doliver Advisors, LP | 3,295 | $54.4 萬 | 0.17% | +135+4.3% | 加碼 |
| Cable Hill Partners, LLC | 3,296 | $54.4 萬 | 0.09% | +61+1.9% | 加碼 |
| Hartford Financial Management Inc. | 3,302 | $54.5 萬 | 0.14% | −4−0.1% | 減碼 |
| Meridian Wealth Advisors, LLC | 3,324 | $54.8 萬 | 0.14% | 00.0% | 不變 |
| Advisor Resource Council | 3,390 | $54.9 萬 | 0.14% | +305+9.9% | 加碼 |
| Oak Thistle LLC | 3,334 | $55.0 萬 | 0.32% | +3,334 | 新進 |
| Purus Wealth Management, LLC | 3,338 | $55.1 萬 | 0.43% | −66−1.9% | 減碼 |
| CoreFirst Bank & Trust | 3,353 | $55.3 萬 | 0.40% | −80−2.3% | 減碼 |
| Landscape Capital Management, L.L.C. | 3,357 | $55.4 萬 | 0.08% | −1,350−28.7% | 減碼 |
| Philadelphia Trust Co | 3,357 | $55.4 萬 | 0.06% | −250−6.9% | 減碼 |
| Eisler Capital (US) LLC | 3,364 | $55.5 萬 | 0.28% | +3,364 | 新進 |
| Carnegie Capital Asset Management, LLC | 3,382 | $55.8 萬 | 0.02% | +131+4.0% | 加碼 |
| Brighton Jones LLC | 3,400 | $56.1 萬 | 0.03% | −32−0.9% | 減碼 |
| Arrow Financial Corp | 3,400 | $56.1 萬 | 0.07% | −20−0.6% | 減碼 |
| MidWestOne Financial Group, Inc. | 3,404 | $56.1 萬 | 0.13% | +618+22.2% | 加碼 |
| Spouting Rock Asset Management, LLC | 3,407 | $56.2 萬 | 0.20% | 00.0% | 不變 |
| Summit Global Investments | 3,407 | $56.2 萬 | 0.04% | +233+7.3% | 加碼 |
| Summit X, LLC | 3,438 | $56.7 萬 | 0.15% | −111−3.1% | 減碼 |
| Defined Wealth Management, LLC | 3,444 | $56.8 萬 | 0.53% | 00.0% | 不變 |
| Breakwater Capital Group | 3,450 | $56.9 萬 | 0.24% | +59+1.7% | 加碼 |
| Magnus Financial Group LLC | 3,484 | $57.5 萬 | 0.09% | +377+12.1% | 加碼 |
| Private Ocean, LLC | 3,491 | $57.6 萬 | 0.08% | +205+6.2% | 加碼 |
| Transform Wealth, LLC | 3,512 | $57.9 萬 | 0.05% | −150−4.1% | 減碼 |
| Agate Pass Investment Management, LLC | 3,515 | $58.0 萬 | 0.38% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 3,522 | $58.1 萬 | 0.06% | +3,522 | 新進 |
| Capital Investment Advisors, LLC | 3,527 | $58.2 萬 | 0.02% | −842−19.3% | 減碼 |
| Sigma Investment Counselors Inc | 3,527 | $58.2 萬 | 0.05% | 00.0% | 不變 |
| US Asset Management LLC | 3,527 | $58.2 萬 | 0.59% | −13−0.4% | 減碼 |
| Sun Life Financial INC | 3,540 | $58.2 萬 | 0.04% | 00.0% | 不變 |
| Aspire Private Capital, LLC | 3,535 | $58.3 萬 | 0.19% | −437−11.0% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 3,541 | $58.4 萬 | 0.12% | +311+9.6% | 加碼 |
| Archford Capital Strategies, LLC | 3,627 | $58.4 萬 | 0.12% | +92+2.6% | 加碼 |
| Colonial Trust Advisors | 3,542 | $58.4 萬 | 0.07% | −9,105−72.0% | 減碼 |
| Somerville Kurt F | 3,550 | $58.6 萬 | 0.11% | −275−7.2% | 減碼 |
| Richwood Investment Advisors, LLC | 3,562 | $58.8 萬 | 0.59% | −10.0% | 減碼 |
| Ipswich Investment Management Co., Inc. | 3,566 | $58.8 萬 | 0.16% | −100−2.7% | 減碼 |
| First City Capital Management, Inc. | 3,648 | $58.9 萬 | 0.34% | −30−0.8% | 減碼 |
| Empowered Funds, LLC | 3,569 | $58.9 萬 | 0.03% | −5,434−60.4% | 減碼 |
| Kovack Advisors, Inc. | 3,579 | $59.0 萬 | 0.08% | −84−2.3% | 減碼 |
| Saybrook Capital | 3,600 | $59.4 萬 | 0.19% | 00.0% | 不變 |
| Resolute Wealth Strategies, LLC | 3,616 | $59.7 萬 | 0.51% | +3,616 | 新進 |
| First Affirmative Financial Network | 3,627 | $59.8 萬 | 0.69% | +146+4.2% | 加碼 |
| Hills Bank & Trust Co | 3,630 | $59.9 萬 | 0.08% | 00.0% | 不變 |
| Ellevest, Inc. | 3,634 | $59.9 萬 | 0.05% | +574+18.8% | 加碼 |
| LGL Partners, LLC | 3,644 | $60.1 萬 | 0.10% | +10.0% | 加碼 |
| Platform Technology Partners | 3,661 | $60.4 萬 | 0.30% | +10.0% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 3,662 | $60.4 萬 | 0.14% | 00.0% | 不變 |
| Aries Wealth Management | 3,664 | $60.4 萬 | 0.25% | 00.0% | 不變 |
| Gitterman Wealth Management, LLC | 3,670 | $60.5 萬 | 0.29% | 00.0% | 不變 |
| Grove Bank & Trust | 3,699 | $61.0 萬 | 0.13% | +97+2.7% | 加碼 |
| Birinyi Associates Inc | 3,715 | $61.3 萬 | 0.25% | −7,035−65.4% | 減碼 |
| MCF Advisors LLC | 3,725 | $61.4 萬 | 0.06% | −68−1.8% | 減碼 |
| L2 Asset Management, LLC | 3,765 | $62.1 萬 | 0.37% | +2,056+120.3% | 加碼 |
| J. W. Coons Advisors, LLC | 3,767 | $62.1 萬 | 0.18% | 00.0% | 不變 |
| Fukoku Mutual Life Insurance Co | 3,767 | $62.1 萬 | 0.06% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 43,563 | $62.7 萬 | 0.09% | +37,034+567.2% | 加碼 |
| MTM Investment Management, LLC | 3,822 | $63.0 萬 | 0.32% | 00.0% | 不變 |
| American National Bank | 3,854 | $63.6 萬 | 0.12% | +1,067+38.3% | 加碼 |