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 |
|---|---|---|---|---|---|
| Sunflower Bank, N.A. | 3,856 | $63.6 萬 | 0.14% | +60+1.6% | 加碼 |
| Culbertson A N & Co Inc | 3,865 | $63.8 萬 | 0.13% | 00.0% | 不變 |
| GFG Capital, LLC | 4,323 | $63.9 萬 | 0.14% | 00.0% | 不變 |
| Paloma Partners Management Co | 3,880 | $64.0 萬 | 0.14% | +3,880 | 新進 |
| OneAscent Financial Services LLC | 3,895 | $64.2 萬 | 0.26% | +370+10.5% | 加碼 |
| Delta Investment Management, LLC | 3,895 | $64.2 萬 | 0.18% | −67−1.7% | 減碼 |
| Quadrant Private Wealth Management, LLC | 3,899 | $64.3 萬 | 0.20% | +136+3.6% | 加碼 |
| PFG Advisors | 3,906 | $64.4 萬 | 0.05% | −644−14.2% | 減碼 |
| Insigneo Advisory Services, LLC | 3,916 | $64.6 萬 | 0.21% | +48+1.2% | 加碼 |
| Old National Bancorp | 3,918 | $64.6 萬 | 0.02% | −135−3.3% | 減碼 |
| Thoroughbred Financial Services, LLC | 3,927 | $64.7 萬 | 0.10% | +10.0% | 加碼 |
| Wesbanco Bank Inc | 3,939 | $65.0 萬 | 0.03% | −8−0.2% | 減碼 |
| Oakworth Capital, Inc. | 3,966 | $65.4 萬 | 0.06% | +14+0.4% | 加碼 |
| Salem Investment Counselors Inc | 3,984 | $65.7 萬 | 0.03% | −18−0.4% | 減碼 |
| Centerpoint Advisors, LLC | 3,993 | $65.9 萬 | 0.29% | 00.0% | 不變 |
| Engineers Gate Manager LP | 3,996 | $65.9 萬 | 0.03% | −4,573−53.4% | 減碼 |
| Hall Capital Management Co Inc | 4,008 | $66.1 萬 | 0.39% | +199+5.2% | 加碼 |
| Spire Wealth Management | 4,053 | $66.9 萬 | 0.03% | +1,605+65.6% | 加碼 |
| Foundations Investment Advisors, LLC | 4,057 | $66.9 萬 | 0.02% | −937−18.8% | 減碼 |
| Pearl River Capital, LLC | 4,082 | $67.3 萬 | 0.11% | +332+8.9% | 加碼 |
| Linden Thomas Advisory Services, LLC | 4,092 | $67.5 萬 | 0.17% | +4,092 | 新進 |
| First National Bank of Hutchinson | 4,100 | $67.6 萬 | 0.54% | +249+6.5% | 加碼 |
| Summit Financial Group Inc | 4,110 | $67.8 萬 | 0.27% | 00.0% | 不變 |
| Baldwin Investment Management, LLC | 4,110 | $67.8 萬 | 0.12% | +80+2.0% | 加碼 |
| Meridian Wealth Management, LLC | 4,135 | $68.2 萬 | 0.06% | −43−1.0% | 減碼 |
| Interchange Capital Partners, LLC | 4,155 | $68.5 萬 | 0.37% | +4,155 | 新進 |
| Point72 Asset Management, L.P. | 4,155 | $68.5 萬 | 0.00% | −90,161−95.6% | 減碼 |
| Evermay Wealth Management LLC | 4,159 | $68.6 萬 | 0.14% | +6+0.1% | 加碼 |
| WBH Advisory Inc | 4,163 | $68.7 萬 | 0.09% | +4,163 | 新進 |
| Evanson Asset Management, LLC | 4,191 | $69.1 萬 | 0.07% | +10.0% | 加碼 |
| SeaCrest Wealth Management, LLC | 4,192 | $69.1 萬 | 0.09% | +253+6.4% | 加碼 |
| Cypress Wealth Services, LLC | 4,206 | $69.4 萬 | 0.20% | −107−2.5% | 減碼 |
| Heritage Wealth Advisors | 4,209 | $69.4 萬 | 0.04% | 00.0% | 不變 |
| Vista Wealth Management Group, LLC | 4,229 | $69.8 萬 | 0.08% | +5+0.1% | 加碼 |
| Benin Management CORP | 4,232 | $69.8 萬 | 0.26% | +100+2.4% | 加碼 |
| Hilltop Holdings Inc. | 4,233 | $69.8 萬 | 0.09% | −237−5.3% | 減碼 |
| Focus Financial Network, Inc. | 4,254 | $70.2 萬 | 0.04% | +289+7.3% | 加碼 |
| Beaumont Asset Management, L.L.C. | 4,261 | $70.3 萬 | 0.52% | −55−1.3% | 減碼 |
| Basepoint Wealth LLC | 4,270 | $70.4 萬 | 0.59% | −3−0.1% | 減碼 |
| Estabrook Capital Management | 4,274 | $70.5 萬 | 0.12% | 00.0% | 不變 |
| First Western Trust Bank | 4,294 | $70.8 萬 | 0.04% | +104+2.5% | 加碼 |
| Byrne Asset Management LLC | 4,300 | $70.9 萬 | 0.51% | −541−11.2% | 減碼 |
| Boston Financial Mangement LLC | 4,310 | $71.1 萬 | 0.03% | −610−12.4% | 減碼 |
| Gsa Capital Partners LLP | 4,310 | $71.1 萬 | 0.07% | −2,080−32.6% | 減碼 |
| Bond & Devick Financial Network, Inc. | 4,319 | $71.2 萬 | 0.45% | +200+4.9% | 加碼 |
| Wellington Shields & Co., LLC | 4,320 | $71.3 萬 | 0.16% | +100+2.4% | 加碼 |
| Atlas Brown,Inc. | 4,353 | $71.8 萬 | 0.33% | 00.0% | 不變 |
| Lifeworks Advisors, LLC | 4,358 | $71.9 萬 | 0.34% | −156−3.5% | 減碼 |
| Twelve Points Wealth Management LLC | 4,373 | $72.1 萬 | 0.41% | +170+4.0% | 加碼 |
| Great Valley Advisor Group, Inc. | 4,379 | $72.3 萬 | 0.03% | −64−1.4% | 減碼 |
| CFO4Life Group, LLC | 4,394 | $72.5 萬 | 0.16% | −32−0.7% | 減碼 |
| IFG Advisors, LLC | 4,407 | $72.7 萬 | 0.29% | +4+0.1% | 加碼 |
| Kula Investments, LLC | 4,414 | $72.8 萬 | 0.18% | +1,391+46.0% | 加碼 |
| Alhambra Investment Partners LLC | 4,418 | $72.9 萬 | 0.50% | 00.0% | 不變 |
| JLB & Associates Inc | 4,421 | $72.9 萬 | 0.11% | +643+17.0% | 加碼 |
| 3Chopt Investment Partners, LLC | 4,427 | $73.0 萬 | 0.39% | +175+4.1% | 加碼 |
| Ervin Investment Management, LLC | 4,505 | $73.2 萬 | 0.64% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 4,444 | $73.3 萬 | 0.02% | −116−2.5% | 減碼 |
| Legacy Advisors, LLC | 4,447 | $73.4 萬 | 0.14% | +20+0.5% | 加碼 |
| First Horizon Advisors, Inc. | 4,447 | $73.4 萬 | 0.03% | +952+27.2% | 加碼 |
| Allegheny Financial Group LTD | 4,473 | $73.8 萬 | 0.30% | −30−0.7% | 減碼 |
| Schulhoff & Co Inc | 4,490 | $74.1 萬 | 0.34% | 00.0% | 不變 |
| Ignite Planners, LLC | 4,607 | $74.2 萬 | 0.30% | +91+2.0% | 加碼 |
| RB Capital Management, LLC | 4,507 | $74.3 萬 | 0.24% | +140+3.2% | 加碼 |
| Leavell Investment Management, Inc. | 4,521 | $74.6 萬 | 0.05% | 00.0% | 不變 |
| Capital Wealth Planning, LLC | 4,525 | $74.6 萬 | 0.01% | −2,382−34.5% | 減碼 |
| Householder Group Estate & Retirement Specialist, LLC | 4,540 | $74.9 萬 | 0.29% | +201+4.6% | 加碼 |
| Brooks, Moore & Associates, Inc. | 4,548 | $75.0 萬 | 0.54% | +184+4.2% | 加碼 |
| Dakota Wealth Management | 4,549 | $75.0 萬 | 0.05% | −3,397−42.8% | 減碼 |
| Profit Investment Management, LLC | 4,572 | $75.4 萬 | 0.50% | −281−5.8% | 減碼 |
| Sentry LLC | 4,591 | $75.7 萬 | 0.18% | +4,591 | 新進 |
| Steel Peak Wealth Management LLC | 4,599 | $75.9 萬 | 0.05% | −147−3.1% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 4,601 | $75.9 萬 | 0.07% | +1,473+47.1% | 加碼 |
| First Foundation Advisors | 4,603 | $75.9 萬 | 0.03% | +38+0.8% | 加碼 |
| AdvisorNet Financial, Inc | 4,634 | $76.4 萬 | 0.07% | +71+1.6% | 加碼 |
| Geneos Wealth Management Inc. | 4,646 | $76.6 萬 | 0.05% | −939−16.8% | 減碼 |
| Journey Strategic Wealth LLC | 4,649 | $76.7 萬 | 0.08% | +402+9.5% | 加碼 |
| Waterfront Wealth Inc. | 4,672 | $77.1 萬 | 0.25% | −291−5.9% | 減碼 |
| Saxon Interests, Inc. | 4,679 | $77.2 萬 | 0.44% | +423+9.9% | 加碼 |
| BigSur Wealth Management LLC | 4,700 | $77.5 萬 | 0.36% | 00.0% | 不變 |
| Graypoint LLC | 4,701 | $77.5 萬 | 0.08% | +495+11.8% | 加碼 |
| Sage Rhino Capital LLC | 4,703 | $77.6 萬 | 0.23% | −296−5.9% | 減碼 |
| Fred Alger Management, LLC | 4,706 | $77.6 萬 | 0.00% | +106+2.3% | 加碼 |
| Greystone Financial Group, LLC | 4,707 | $77.6 萬 | 0.20% | +47+1.0% | 加碼 |
| Kistler-Tiffany Companies, LLC | 4,712 | $77.7 萬 | 0.15% | +1,119+31.1% | 加碼 |
| Verus Capital Partners, LLC | 4,727 | $78.0 萬 | 0.12% | +862+22.3% | 加碼 |
| North Star Investment Management Corp. | 4,730 | $78.0 萬 | 0.06% | +2,001+73.3% | 加碼 |
| Tufton Capital Management | 4,735 | $78.1 萬 | 0.17% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 5,372 | $79.4 萬 | 0.01% | +133+2.5% | 加碼 |
| Confluence Wealth Services, Inc. | 4,822 | $79.5 萬 | 0.19% | 00.0% | 不變 |
| Pflug Koory, LLC | 4,833 | $79.7 萬 | 0.43% | 00.0% | 不變 |
| Delta Financial Group, Inc. | 4,841 | $79.8 萬 | 0.31% | +167+3.6% | 加碼 |
| Blueprint Investment Partners LLC | 4,841 | $79.9 萬 | 0.18% | +2,623+118.3% | 加碼 |
| NorthRock Partners, LLC | 4,877 | $80.4 萬 | 0.09% | +102+2.1% | 加碼 |
| Financial Counselors Inc | 4,879 | $80.5 萬 | 0.02% | −238−4.7% | 減碼 |
| Koshinski Asset Management, Inc. | 4,885 | $80.6 萬 | 0.08% | +65+1.3% | 加碼 |
| Baker Avenue Asset Management, LP | 4,888 | $80.6 萬 | 0.04% | +216+4.6% | 加碼 |
| Westwood Management Corp | 4,900 | $80.8 萬 | 0.10% | −500−9.3% | 減碼 |
| Oak Grove Capital LLC | 4,904 | $80.9 萬 | 0.36% | +4,904 | 新進 |
| Independent Financial Group, LLC | 4,936 | $81.4 萬 | 0.07% | +453+10.1% | 加碼 |