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 |
|---|---|---|---|---|---|
| Carl P. Sherr & Co., LLC | 9,543 | $157.4 萬 | 1.13% | +525+5.8% | 加碼 |
| Ameritas Advisory Services, LLC | 9,598 | $157.4 萬 | 0.08% | +743+8.4% | 加碼 |
| Gateway Investment Advisers LLC | 9,466 | $156.1 萬 | 0.02% | −203−2.1% | 減碼 |
| Eisler Capital (UK) Ltd. | 9,430 | $155.5 萬 | 0.13% | +9,430 | 新進 |
| Berkshire Bank | 9,365 | $154.5 萬 | 0.46% | −273−2.8% | 減碼 |
| HighTower Trust Services, LTA | 9,305 | $154.2 萬 | 0.15% | +1,960+26.7% | 加碼 |
| KWB Wealth | 10,397 | $153.6 萬 | 0.28% | +2,411+30.2% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 9,263 | $152.8 萬 | 0.20% | 00.0% | 不變 |
| Insight Wealth Strategies, LLC | 9,249 | $152.6 萬 | 0.30% | −47−0.5% | 減碼 |
| Trustco Bank Corp N Y | 9,211 | $151.9 萬 | 1.67% | +75+0.8% | 加碼 |
| Axq Capital, LP | 9,200 | $151.8 萬 | 0.60% | +7,508+443.7% | 加碼 |
| Cape Cod Five Cents Savings Bank | 9,186 | $151.5 萬 | 0.17% | −145−1.6% | 減碼 |
| Hartline Investment Corp | 9,181 | $151.4 萬 | 0.30% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 9,118 | $150.4 萬 | 0.00% | −320−3.4% | 減碼 |
| Blue Zone Wealth Advisors, LLC | 9,108 | $150.2 萬 | 0.80% | −3,599−28.3% | 減碼 |
| Qtron Investments LLC | 9,078 | $149.7 萬 | 0.31% | +414+4.8% | 加碼 |
| TAGStone Capital, Inc. | 9,074 | $149.7 萬 | 1.12% | +26+0.3% | 加碼 |
| Fulton Bank, N.A. | 9,061 | $149.5 萬 | 0.08% | −109−1.2% | 減碼 |
| Hyman Charles D | 9,048 | $149.2 萬 | 0.10% | +564+6.6% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 9,021 | $148.8 萬 | 0.45% | +273+3.1% | 加碼 |
| Simmons Bank | 8,890 | $146.6 萬 | 0.13% | −432−4.6% | 減碼 |
| Laffer Tengler Investments | 8,889 | $146.6 萬 | 0.40% | +199+2.3% | 加碼 |
| Berkshire Asset Management LLC | 8,876 | $146.4 萬 | 0.09% | +8,876 | 新進 |
| Northern Financial Advisors Inc | 8,798 | $145.1 萬 | 1.37% | +8,798 | 新進 |
| FDx Advisors, Inc. | 9,805 | $144.9 萬 | 0.06% | 00.0% | 不變 |
| Walter & Keenan Financial Consulting Co | 8,757 | $144.4 萬 | 0.55% | +1,302+17.5% | 加碼 |
| Center for Financial Planning, Inc. | 8,732 | $144.0 萬 | 0.33% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 8,728 | $144.0 萬 | 0.12% | −512−5.5% | 減碼 |
| Western Wealth Management, LLC | 8,726 | $143.9 萬 | 0.13% | +348+4.2% | 加碼 |
| Taylor Frigon Capital Management LLC | 8,724 | $143.9 萬 | 0.79% | −90−1.0% | 減碼 |
| HBK Sorce Advisory LLC | 8,715 | $143.8 萬 | 0.07% | −19,755−69.4% | 減碼 |
| Argent Advisors, Inc. | 8,704 | $143.6 萬 | 0.69% | −11−0.1% | 減碼 |
| NTV Asset Management LLC | 8,685 | $143.3 萬 | 0.27% | 00.0% | 不變 |
| Beaumont Financial Advisors, LLC | 8,644 | $142.6 萬 | 0.14% | 00.0% | 不變 |
| Strategic Investment Advisors | 8,643 | $142.6 萬 | 0.26% | −414−4.6% | 減碼 |
| Oldfather Financial Services, LLC | 8,626 | $142.3 萬 | 0.74% | +3,331+62.9% | 加碼 |
| CBOE Vest Financial, LLC | 8,624 | $142.3 萬 | 0.19% | +6,031+232.6% | 加碼 |
| Howard Capital Management Group, LLC | 8,615 | $142.1 萬 | 0.15% | 00.0% | 不變 |
| FineMark National Bank & Trust | 8,581 | $141.5 萬 | 0.06% | +386+4.7% | 加碼 |
| Washington Trust Advisors, Inc. | 8,567 | $141.3 萬 | 0.14% | −275−3.1% | 減碼 |
| Evergreen Capital Management LLC | 8,562 | $141.2 萬 | 0.06% | +449+5.5% | 加碼 |
| United Asset Strategies, Inc. | 8,559 | $141.2 萬 | 0.19% | +148+1.8% | 加碼 |
| Rathbone Brothers plc | 8,557 | $141.1 萬 | 0.01% | −2,269−21.0% | 減碼 |
| Coastal Bridge Advisors, LLC | 8,553 | $141.1 萬 | 0.36% | +10+0.1% | 加碼 |
| Investors Asset Management of Georgia Inc | 8,550 | $141.0 萬 | 0.75% | +115+1.4% | 加碼 |
| Gotham Asset Management, LLC | 8,509 | $140.4 萬 | 0.03% | +4,531+113.9% | 加碼 |
| DoubleLine ETF Adviser LP | 8,425 | $139.0 萬 | 0.59% | −14−0.2% | 減碼 |
| Harbor Capital Advisors, Inc. | 8,391 | $138.4 萬 | 0.40% | +8,391 | 新進 |
| Rothschild Investment Corp | 8,392 | $138.4 萬 | 0.12% | −2,678−24.2% | 減碼 |
| Amarillo National Bank | 8,389 | $138.4 萬 | 0.28% | +76+0.9% | 加碼 |
| Boltwood Capital Management | 8,380 | $138.2 萬 | 0.52% | +190+2.3% | 加碼 |
| Osborne Partners Capital Management, LLC | 8,314 | $137.1 萬 | 0.10% | +27+0.3% | 加碼 |
| Moloney Securities Asset Management, LLC | 8,303 | $137.0 萬 | 0.26% | +30+0.4% | 加碼 |
| Grimes & Company, Inc. | 8,266 | $136.3 萬 | 0.06% | −71−0.9% | 減碼 |
| Palisade Asset Management, LLC | 8,248 | $136.1 萬 | 0.17% | −275−3.2% | 減碼 |
| Woodstock Corp | 8,238 | $135.9 萬 | 0.17% | −78−0.9% | 減碼 |
| Bryn Mawr Trust Co | 8,231 | $135.7 萬 | 0.06% | +275+3.5% | 加碼 |
| Invst, LLC | 8,546 | $135.4 萬 | 0.21% | +41+0.5% | 加碼 |
| Massmutual Trust Co FSB | 8,207 | $135.4 萬 | 0.05% | +208+2.6% | 加碼 |
| Ingalls & Snyder LLC | 8,200 | $135.3 萬 | 0.07% | −385−4.5% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 8,160 | $134.6 萬 | 0.49% | 00.0% | 不變 |
| Triad Investment Management | 8,138 | $134.2 萬 | 1.95% | 00.0% | 不變 |
| McMillion Capital Management Inc | 8,090 | $133.4 萬 | 1.26% | −1,836−18.5% | 減碼 |
| Pitcairn Co | 8,073 | $133.2 萬 | 0.12% | +357+4.6% | 加碼 |
| Advisory Research Inc | 8,062 | $133.0 萬 | 0.22% | 00.0% | 不變 |
| Excalibur Management Corp | 8,061 | $133.0 萬 | 0.69% | −170−2.1% | 減碼 |
| Greenwood Gearhart Inc | 8,023 | $132.3 萬 | 0.17% | −732−8.4% | 減碼 |
| Community Bank, N.A. | 8,018 | $132.3 萬 | 0.18% | −236−2.9% | 減碼 |
| Union Heritage Capital, LLC | 8,000 | $131.9 萬 | 0.80% | 00.0% | 不變 |
| RFG Advisory, LLC | 7,994 | $131.9 萬 | 0.06% | +880+12.4% | 加碼 |
| Evoke Wealth, LLC | 7,986 | $131.7 萬 | 0.05% | +102+1.3% | 加碼 |
| Ascent Group, LLC | 7,976 | $131.6 萬 | 0.14% | −731−8.4% | 減碼 |
| GYL Financial Synergies, LLC | 7,939 | $130.9 萬 | 0.16% | +4,134+108.6% | 加碼 |
| Apollon Wealth Management, LLC | 7,936 | $130.9 萬 | 0.08% | +709+9.8% | 加碼 |
| VisionPoint Advisory Group, LLC | 8,780 | $130.7 萬 | 0.58% | +1,496+20.5% | 加碼 |
| Stokes Family Office, LLC | 7,912 | $130.5 萬 | 0.16% | −385−4.6% | 減碼 |
| Essex Financial Services, Inc. | 7,803 | $128.7 萬 | 0.14% | +328+4.4% | 加碼 |
| SkyView Investment Advisors, LLC | 7,740 | $127.7 萬 | 0.30% | +62+0.8% | 加碼 |
| Karpas Strategies, LLC | 7,736 | $127.6 萬 | 0.45% | −181−2.3% | 減碼 |
| Bank of Hawaii | 7,692 | $126.9 萬 | 0.07% | −27−0.3% | 減碼 |
| Associated Banc-Corp | 7,668 | $126.5 萬 | 0.05% | +20.0% | 加碼 |
| Wealth Advisors, Inc. | 7,786 | $126.0 萬 | 0.60% | +65+0.8% | 加碼 |
| Beach Investment Counsel Inc | 7,633 | $125.9 萬 | 0.17% | −100−1.3% | 減碼 |
| SageView Advisory Group, LLC | 7,611 | $125.5 萬 | 0.08% | +1,434+23.2% | 加碼 |
| Signature Wealth Management Group | 7,600 | $125.4 萬 | 0.59% | −3,814−33.4% | 減碼 |
| Chesapeake Wealth Management | 7,595 | $125.3 萬 | 0.52% | +175+2.4% | 加碼 |
| Merit Financial Group, LLC | 7,594 | $125.3 萬 | 0.05% | −138−1.8% | 減碼 |
| Lumature Wealth Partners, LLC | 7,453 | $122.9 萬 | 0.69% | +752+11.2% | 加碼 |
| SRN Advisors, LLC | 7,556 | $122.7 萬 | 1.12% | −2,067−21.5% | 減碼 |
| BancorpSouth Bank | 7,438 | $122.7 萬 | 0.11% | −378−4.8% | 減碼 |
| Joel Isaacson & Co., LLC | 7,433 | $122.6 萬 | 0.09% | 00.0% | 不變 |
| Lazard Freres Gestion S.A.S. | 8,815 | $121.8 萬 | 0.04% | +530+6.4% | 加碼 |
| Knightsbridge Asset Management, LLC | 7,379 | $121.7 萬 | 0.21% | +1,309+21.6% | 加碼 |
| Intellectus Partners, LLC | 7,362 | $121.4 萬 | 0.38% | −550−7.0% | 減碼 |
| Morse Asset Management, Inc | 7,362 | $121.4 萬 | 0.41% | −405−5.2% | 減碼 |
| Stevens Capital Management LP | 7,337 | $121.0 萬 | 0.30% | +7,337 | 新進 |
| Ameritas Investment Partners, Inc. | 7,331 | $120.9 萬 | 0.05% | −58−0.8% | 減碼 |
| Clarius Group, LLC | 7,327 | $120.9 萬 | 0.10% | +142+2.0% | 加碼 |
| Connolly Sarah T. | 7,285 | $120.2 萬 | 0.76% | 00.0% | 不變 |
| Cigna Investments Inc | 7,273 | $120.0 萬 | 0.24% | −229−3.1% | 減碼 |