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 |
|---|---|---|---|---|---|
| Auxier Asset Management | 7,273 | $120.0 萬 | 0.21% | 00.0% | 不變 |
| Obermeyer Wood Investment Counsel, LLLP | 7,240 | $119.4 萬 | 0.09% | −651−8.2% | 減碼 |
| Fund Management at Engine No. 1 LLC | 7,221 | $119.1 萬 | 0.24% | +641+9.7% | 加碼 |
| YHB Investment Advisors, Inc. | 7,212 | $119.0 萬 | 0.12% | +100+1.4% | 加碼 |
| Lee Danner & Bass Inc | 7,211 | $118.9 萬 | 0.11% | 00.0% | 不變 |
| Fort Point Capital Partners LLC | 7,197 | $118.7 萬 | 0.19% | +24+0.3% | 加碼 |
| Balentine LLC | 7,192 | $118.6 萬 | 0.04% | −318−4.2% | 減碼 |
| Centaurus Financial, Inc. | 7,185 | $118.5 萬 | 0.09% | −469−6.1% | 減碼 |
| Monte Financial Group, LLC | 7,166 | $118.2 萬 | 0.62% | +227+3.3% | 加碼 |
| Paradigm Financial Partners, LLC | 7,164 | $118.2 萬 | 0.32% | +482+7.2% | 加碼 |
| Veracity Capital LLC | 7,162 | $118.1 萬 | 0.55% | +18+0.3% | 加碼 |
| Busey Wealth Management | 7,161 | $118.1 萬 | 0.05% | +902+14.4% | 加碼 |
| Van Strum & Towne Inc. | 7,140 | $117.8 萬 | 0.50% | 00.0% | 不變 |
| Smithfield Trust Co | 7,142 | $117.4 萬 | 0.08% | −682−8.7% | 減碼 |
| Telemus Capital, LLC | 7,115 | $117.4 萬 | 0.10% | +141+2.0% | 加碼 |
| Insight Advisors, LLC | 7,088 | $116.9 萬 | 0.28% | −176−2.4% | 減碼 |
| Transatlantique Private Wealth LLC | 7,143 | $116.5 萬 | 0.64% | 00.0% | 不變 |
| We Are One Seven, LLC | 7,051 | $116.3 萬 | 0.07% | +367+5.5% | 加碼 |
| Ritholtz Wealth Management | 6,982 | $115.2 萬 | 0.06% | +1,341+23.8% | 加碼 |
| Patten & Patten Inc | 6,946 | $114.6 萬 | 0.10% | +266+4.0% | 加碼 |
| Trust Asset Management LLC | 6,944 | $114.5 萬 | 0.13% | +32+0.5% | 加碼 |
| River & Mercantile Asset Management LLP | 6,944 | $114.5 萬 | 0.23% | −6,030−46.5% | 減碼 |
| SOA Wealth Advisors, LLC. | 6,913 | $114.0 萬 | 0.28% | 00.0% | 不變 |
| McAdam, LLC | 6,911 | $114.0 萬 | 0.10% | +613+9.7% | 加碼 |
| Paragon Private Wealth Management, LLC | 6,900 | $113.8 萬 | 0.96% | +202+3.0% | 加碼 |
| Citadel Investment Advisory, Inc. | 6,884 | $113.6 萬 | 0.77% | 00.0% | 不變 |
| Piscataqua Savings Bank | 6,877 | $113.4 萬 | 0.97% | 00.0% | 不變 |
| AXS Investments LLC | 6,850 | $113.0 萬 | 0.37% | −684−9.1% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 6,843 | $112.9 萬 | 0.07% | +3,074+81.6% | 加碼 |
| Investment House LLC | 6,835 | $112.7 萬 | 0.09% | −550−7.4% | 減碼 |
| Symmetry Partners, LLC | 6,817 | $112.4 萬 | 0.06% | 00.0% | 不變 |
| Beacon Financial Group | 6,902 | $111.2 萬 | 0.16% | −374−5.1% | 減碼 |
| Wade G W & Inc | 6,728 | $111.0 萬 | 0.04% | −158−2.3% | 減碼 |
| Segall Bryant & Hamill, LLC | 6,726 | $110.9 萬 | 0.01% | 00.0% | 不變 |
| Icon Wealth Partners, LLC | 6,667 | $110.0 萬 | 0.12% | +6,667 | 新進 |
| Aurora Private Wealth, Inc. | 6,659 | $109.8 萬 | 1.17% | 00.0% | 不變 |
| Mraz, Amerine & Associates, Inc. | 6,642 | $109.6 萬 | 0.27% | −437−6.2% | 減碼 |
| Townsend & Associates, Inc | 6,740 | $108.7 萬 | 0.44% | +3,556+111.7% | 加碼 |
| Geo Capital Gestora de Recursos Ltd | 6,564 | $108.3 萬 | 0.80% | +64+1.0% | 加碼 |
| Duff & Phelps Investment Management Co | 6,555 | $108.1 萬 | 0.01% | 00.0% | 不變 |
| Semper Augustus Investments Group LLC大師Semper Augustus | 6,518 | $107.5 萬 | 0.28% | −80−1.2% | 減碼 |
| Nomura Holdings Inc | 6,509 | $107.4 萬 | 0.01% | +5,911+988.5% | 加碼 |
| Wedmont Private Capital | 6,653 | $107.2 萬 | 0.14% | +2,292+52.6% | 加碼 |
| Carr Financial Group Corp | 6,480 | $106.9 萬 | 0.47% | 00.0% | 不變 |
| Coronation Fund Managers Ltd. | 6,455 | $106.5 萬 | 0.03% | +6,455 | 新進 |
| Arden Trust Co | 6,438 | $106.1 萬 | 0.19% | −1,196−15.7% | 減碼 |
| Harbour Investments, Inc. | 6,421 | $105.9 萬 | 0.06% | −173−2.6% | 減碼 |
| S&CO Inc | 6,386 | $105.3 萬 | 0.09% | 00.0% | 不變 |
| Beck Bode, LLC | 6,381 | $105.3 萬 | 0.26% | +6,381 | 新進 |
| Checchi Capital Advisers, LLC | 6,375 | $105.2 萬 | 0.10% | −106−1.6% | 減碼 |
| Baker Tilly Wealth Management, LLC | 6,375 | $105.2 萬 | 0.12% | +746+13.3% | 加碼 |
| Principle Wealth Partners LLC | 6,359 | $104.9 萬 | 0.11% | 00.0% | 不變 |
| Teza Capital Management LLC | 6,357 | $104.9 萬 | 0.23% | −5,528−46.5% | 減碼 |
| Lavaca Capital LLC | 6,284 | $104.4 萬 | 0.24% | +4+0.1% | 加碼 |
| Wealthsource Partners, LLC | 6,321 | $104.3 萬 | 0.07% | +4+0.1% | 加碼 |
| Parisi Gray Wealth Management | 6,301 | $103.9 萬 | 0.65% | +17+0.3% | 加碼 |
| M Holdings Securities, Inc. | 6,298 | $103.9 萬 | 0.11% | +1,449+29.9% | 加碼 |
| Becker Capital Management Inc | 6,263 | $103.3 萬 | 0.04% | +75+1.2% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,249 | $103.1 萬 | 0.01% | −20.0% | 減碼 |
| Mark Stevens | 6,242 | $103.0 萬 | 0.13% | +104+1.7% | 加碼 |
| Laurel Wealth Advisors LLC | 6,236 | $102.9 萬 | 0.22% | +465+8.1% | 加碼 |
| IHT Wealth Management, LLC | 6,175 | $101.9 萬 | 0.06% | −5,589−47.5% | 減碼 |
| Inceptionr LLC | 6,159 | $101.6 萬 | 0.33% | +6,159 | 新進 |
| Ledyard National Bank | 6,155 | $101.5 萬 | 0.12% | −345−5.3% | 減碼 |
| WealthTrust Axiom LLC | 6,153 | $101.5 萬 | 0.35% | 00.0% | 不變 |
| Amica Retiree Medical Trust | 6,144 | $101.3 萬 | 1.07% | −2,286−27.1% | 減碼 |
| Derbend Asset Management | 6,121 | $101.0 萬 | 0.76% | +18+0.3% | 加碼 |
| Mutual Advisors, LLC | 6,113 | $100.8 萬 | 0.04% | +446+7.9% | 加碼 |
| Global Retirement Partners, LLC | 6,564 | $99.9 萬 | 0.05% | +1,293+24.5% | 加碼 |
| Continuum Advisory, LLC | 6,023 | $99.4 萬 | 0.17% | −909−13.1% | 減碼 |
| Goodman Advisory Group, LLC | 6,012 | $99.2 萬 | 0.54% | +6,012 | 新進 |
| Chase Investment Counsel Corp | 6,006 | $99.0 萬 | 0.55% | −8,428−58.4% | 減碼 |
| Weil Company, Inc. | 6,000 | $99.0 萬 | 0.45% | 00.0% | 不變 |
| Ferguson Wellman Capital Management, Inc | 5,997 | $98.9 萬 | 0.02% | 00.0% | 不變 |
| KRS Capital Management, LLC | 5,987 | $98.8 萬 | 1.11% | +38+0.6% | 加碼 |
| Summit Trail Advisors, LLC | 5,901 | $97.3 萬 | 0.04% | +761+14.8% | 加碼 |
| Verity & Verity, LLC | 5,874 | $96.9 萬 | 0.12% | −3,675−38.5% | 減碼 |
| Spears Abacus Advisors LLC | 5,852 | $96.5 萬 | 0.09% | +150+2.6% | 加碼 |
| Dover Advisors, LLC | 5,843 | $96.4 萬 | 0.93% | +1,127+23.9% | 加碼 |
| Ellis Investment Partners, LLC | 5,833 | $96.2 萬 | 0.25% | +11+0.2% | 加碼 |
| Flagship Harbor Advisors, LLC | 5,832 | $96.2 萬 | 0.09% | −987−14.5% | 減碼 |
| Spinnaker Trust | 5,819 | $96.0 萬 | 0.07% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 5,777 | $95.3 萬 | 0.65% | +20.0% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 5,731 | $94.5 萬 | 0.08% | +2,843+98.4% | 加碼 |
| Waldron Private Wealth LLC | 5,727 | $94.5 萬 | 0.05% | +284+5.2% | 加碼 |
| Lyell Wealth Management, LP | 5,705 | $94.1 萬 | 0.13% | −41−0.7% | 減碼 |
| Crewe Advisors LLC | 5,697 | $94.0 萬 | 0.14% | −20−0.3% | 減碼 |
| Thomas White International Ltd | 5,678 | $93.7 萬 | 0.20% | 00.0% | 不變 |
| TrinityPoint Wealth, LLC | 5,660 | $93.4 萬 | 0.20% | −169−2.9% | 減碼 |
| Northcape Wealth Management, LLC | 5,659 | $93.3 萬 | 0.34% | +5,659 | 新進 |
| Flputnam Investment Management Co | 5,609 | $92.5 萬 | 0.03% | +762+15.7% | 加碼 |
| Symphony Financial, Ltd. Co. | 5,690 | $92.4 萬 | 0.24% | +321+6.0% | 加碼 |
| Conning Inc. | 5,599 | $92.4 萬 | 0.03% | −197−3.4% | 減碼 |
| Wealth Alliance | 5,596 | $92.3 萬 | 0.15% | +267+5.0% | 加碼 |
| Burke & Herbert Bank & Trust Co | 5,577 | $92.0 萬 | 0.68% | 00.0% | 不變 |
| First Command Bank | 5,554 | $91.6 萬 | 0.09% | −850−13.3% | 減碼 |
| First Command Financial Services, Inc. | 5,554 | $91.6 萬 | 0.09% | −850−13.3% | 減碼 |
| Strategic Advisors LLC | 5,536 | $91.3 萬 | 0.18% | −146−2.6% | 減碼 |
| Abundance Wealth Counselors | 5,526 | $91.2 萬 | 0.23% | +113+2.1% | 加碼 |
| Perpetual Ltd | 5,520 | $91.1 萬 | 0.01% | +5,520 | 新進 |