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 |
|---|---|---|---|---|---|
| Shelton Capital Management | 5,520 | $91.0 萬 | 0.04% | +3,720+206.7% | 加碼 |
| Diligent Investors, LLC | 5,501 | $90.7 萬 | 0.28% | 00.0% | 不變 |
| Icon Advisers Inc | 5,500 | $90.7 萬 | 0.23% | +5,500 | 新進 |
| Forum Financial Management, LP | 5,495 | $90.6 萬 | 0.03% | −93−1.7% | 減碼 |
| Boyar Asset Management Inc. | 5,492 | $90.6 萬 | 0.70% | +100+1.9% | 加碼 |
| Hohimer Wealth Management, LLC | 5,489 | $90.5 萬 | 0.26% | +3,718+209.9% | 加碼 |
| Guyasuta Investment Advisors Inc | 5,455 | $90.0 萬 | 0.07% | +2,750+101.7% | 加碼 |
| Hartford Funds Management Co LLC | 5,446 | $89.9 萬 | 0.09% | +697+14.7% | 加碼 |
| Mather Group, LLC. | 5,448 | $89.9 萬 | 0.02% | −5,961−52.2% | 減碼 |
| Pecaut & Co. | 5,427 | $89.5 萬 | 0.41% | 00.0% | 不變 |
| Arjuna Capital | 5,403 | $89.1 萬 | 0.35% | +5,403 | 新進 |
| Versor Investments LP | 5,400 | $89.1 萬 | 0.12% | +2,981+123.2% | 加碼 |
| Sargent Investment Group, LLC | 5,435 | $89.0 萬 | 0.23% | −3−0.1% | 減碼 |
| First National Bank of South Miami | 5,352 | $88.3 萬 | 0.70% | −591−9.9% | 減碼 |
| Sowell Financial Services LLC | 5,302 | $87.5 萬 | 0.07% | +5,302 | 新進 |
| Lewis Capital Management, LLC | 5,271 | $87.0 萬 | 1.31% | +10.0% | 加碼 |
| Harvest Volatility Management LLC | 5,311 | $86.3 萬 | 0.17% | −254−4.6% | 減碼 |
| Papp L Roy & Associates | 5,216 | $86.0 萬 | 0.12% | 00.0% | 不變 |
| Aspiriant, LLC | 5,186 | $85.5 萬 | 0.04% | −20−0.4% | 減碼 |
| LVW Advisors, LLC | 5,184 | $85.5 萬 | 0.17% | +60+1.2% | 加碼 |
| Proquility Private Wealth Partners, LLC | 5,180 | $85.4 萬 | 0.34% | +5,180 | 新進 |
| Bedel Financial Consulting, Inc. | 5,179 | $85.4 萬 | 0.21% | +19+0.4% | 加碼 |
| Vectors Research Management, LLC | 5,176 | $85.4 萬 | 0.22% | 00.0% | 不變 |
| HNP Capital LLC | 5,176 | $85.4 萬 | 0.24% | 00.0% | 不變 |
| NBT Bank N A | 5,157 | $85.1 萬 | 0.12% | 00.0% | 不變 |
| Weik Capital Management | 5,143 | $84.8 萬 | 0.39% | −75−1.4% | 減碼 |
| Lawson Kroeker Investment Management Inc | 5,129 | $84.6 萬 | 0.19% | +5,129 | 新進 |
| HBK Investments L P | 5,125 | $84.5 萬 | 0.03% | +5,125 | 新進 |
| Desjardins Global Asset Management Inc. | 5,122 | $84.5 萬 | 0.11% | +3,129+157.0% | 加碼 |
| Prospera Financial Services Inc | 5,106 | $84.4 萬 | 0.03% | +1,042+25.6% | 加碼 |
| Algert Global LLC | 5,112 | $84.3 萬 | 0.04% | +5,112 | 新進 |
| Wealthspire Advisors, LLC | 5,078 | $83.8 萬 | 0.01% | −1,768−25.8% | 減碼 |
| Allworth Financial LP | 5,073 | $83.7 萬 | 0.01% | +253+5.2% | 加碼 |
| Crestwood Advisors Group LLC | 5,072 | $83.7 萬 | 0.03% | −3,329−39.6% | 減碼 |
| Parkside Financial Bank & Trust | 5,064 | $83.5 萬 | 0.22% | +51+1.0% | 加碼 |
| Levin Capital Strategies, L.P. | 5,064 | $83.5 萬 | 0.11% | −1,500−22.9% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 5,063 | $83.5 萬 | 0.14% | −81−1.6% | 減碼 |
| RSM US Wealth Management LLC | 5,062 | $83.5 萬 | 0.03% | +5,062 | 新進 |
| S.A. Mason LLC | 5,053 | $83.3 萬 | 0.61% | +10.0% | 加碼 |
| TCI Wealth Advisors, Inc. | 5,048 | $83.3 萬 | 0.11% | +503+11.1% | 加碼 |
| Unigestion Holding SA | 5,112 | $83.0 萬 | 0.05% | −1,537−23.1% | 減碼 |
| Leisure Capital Management | 5,030 | $83.0 萬 | 0.48% | 00.0% | 不變 |
| Private Trust Co NA | 5,015 | $82.7 萬 | 0.11% | +318+6.8% | 加碼 |
| Garde Capital, Inc. | 5,013 | $82.7 萬 | 0.09% | 00.0% | 不變 |
| PMC FIG Opportunities LLC | 5,000 | $82.5 萬 | 5.26% | −1,000−16.7% | 減碼 |
| Monetta Financial Services Inc | 5,000 | $82.5 萬 | 0.88% | 00.0% | 不變 |
| Spirit of America Management Corp | 5,000 | $82.5 萬 | 0.18% | 00.0% | 不變 |
| Linscomb & Williams, Inc. | 4,989 | $82.3 萬 | 0.04% | +378+8.2% | 加碼 |
| Capital Management Associates | 4,984 | $82.2 萬 | 1.25% | −735−12.9% | 減碼 |
| Radnor Capital Management, LLC | 4,985 | $82.2 萬 | 0.22% | +100+2.0% | 加碼 |
| Washington Trust Co | 4,972 | $82.0 萬 | 0.04% | +34+0.7% | 加碼 |
| KB Financial Partners, LLC | 4,974 | $82.0 萬 | 0.24% | −4−0.1% | 減碼 |
| Axxcess Wealth Management, LLC | 4,946 | $81.6 萬 | 0.06% | −3,418−40.9% | 減碼 |
| Equitable Holdings, Inc. | 4,941 | $81.5 萬 | 0.01% | +805+19.5% | 加碼 |
| Domani Wealth, LLC | 4,939 | $81.5 萬 | 0.19% | 00.0% | 不變 |
| Independent Financial Group, LLC | 4,936 | $81.4 萬 | 0.07% | +453+10.1% | 加碼 |
| Oak Grove Capital LLC | 4,904 | $80.9 萬 | 0.36% | +4,904 | 新進 |
| Westwood Management Corp | 4,900 | $80.8 萬 | 0.10% | −500−9.3% | 減碼 |
| Baker Avenue Asset Management, LP | 4,888 | $80.6 萬 | 0.04% | +216+4.6% | 加碼 |
| Koshinski Asset Management, Inc. | 4,885 | $80.6 萬 | 0.08% | +65+1.3% | 加碼 |
| Financial Counselors Inc | 4,879 | $80.5 萬 | 0.02% | −238−4.7% | 減碼 |
| NorthRock Partners, LLC | 4,877 | $80.4 萬 | 0.09% | +102+2.1% | 加碼 |
| Blueprint Investment Partners LLC | 4,841 | $79.9 萬 | 0.18% | +2,623+118.3% | 加碼 |
| Delta Financial Group, Inc. | 4,841 | $79.8 萬 | 0.31% | +167+3.6% | 加碼 |
| Pflug Koory, LLC | 4,833 | $79.7 萬 | 0.43% | 00.0% | 不變 |
| Confluence Wealth Services, Inc. | 4,822 | $79.5 萬 | 0.19% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 5,372 | $79.4 萬 | 0.01% | +133+2.5% | 加碼 |
| Tufton Capital Management | 4,735 | $78.1 萬 | 0.17% | 00.0% | 不變 |
| North Star Investment Management Corp. | 4,730 | $78.0 萬 | 0.06% | +2,001+73.3% | 加碼 |
| Verus Capital Partners, LLC | 4,727 | $78.0 萬 | 0.12% | +862+22.3% | 加碼 |
| Kistler-Tiffany Companies, LLC | 4,712 | $77.7 萬 | 0.15% | +1,119+31.1% | 加碼 |
| Greystone Financial Group, LLC | 4,707 | $77.6 萬 | 0.20% | +47+1.0% | 加碼 |
| Fred Alger Management, LLC | 4,706 | $77.6 萬 | 0.00% | +106+2.3% | 加碼 |
| Sage Rhino Capital LLC | 4,703 | $77.6 萬 | 0.23% | −296−5.9% | 減碼 |
| Graypoint LLC | 4,701 | $77.5 萬 | 0.08% | +495+11.8% | 加碼 |
| BigSur Wealth Management LLC | 4,700 | $77.5 萬 | 0.36% | 00.0% | 不變 |
| Saxon Interests, Inc. | 4,679 | $77.2 萬 | 0.44% | +423+9.9% | 加碼 |
| Waterfront Wealth Inc. | 4,672 | $77.1 萬 | 0.25% | −291−5.9% | 減碼 |
| Journey Strategic Wealth LLC | 4,649 | $76.7 萬 | 0.08% | +402+9.5% | 加碼 |
| Geneos Wealth Management Inc. | 4,646 | $76.6 萬 | 0.05% | −939−16.8% | 減碼 |
| AdvisorNet Financial, Inc | 4,634 | $76.4 萬 | 0.07% | +71+1.6% | 加碼 |
| First Foundation Advisors | 4,603 | $75.9 萬 | 0.03% | +38+0.8% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 4,601 | $75.9 萬 | 0.07% | +1,473+47.1% | 加碼 |
| Steel Peak Wealth Management LLC | 4,599 | $75.9 萬 | 0.05% | −147−3.1% | 減碼 |
| Sentry LLC | 4,591 | $75.7 萬 | 0.18% | +4,591 | 新進 |
| Profit Investment Management, LLC | 4,572 | $75.4 萬 | 0.50% | −281−5.8% | 減碼 |
| Dakota Wealth Management | 4,549 | $75.0 萬 | 0.05% | −3,397−42.8% | 減碼 |
| Brooks, Moore & Associates, Inc. | 4,548 | $75.0 萬 | 0.54% | +184+4.2% | 加碼 |
| Householder Group Estate & Retirement Specialist, LLC | 4,540 | $74.9 萬 | 0.29% | +201+4.6% | 加碼 |
| Capital Wealth Planning, LLC | 4,525 | $74.6 萬 | 0.01% | −2,382−34.5% | 減碼 |
| Leavell Investment Management, Inc. | 4,521 | $74.6 萬 | 0.05% | 00.0% | 不變 |
| RB Capital Management, LLC | 4,507 | $74.3 萬 | 0.24% | +140+3.2% | 加碼 |
| Ignite Planners, LLC | 4,607 | $74.2 萬 | 0.30% | +91+2.0% | 加碼 |
| Schulhoff & Co Inc | 4,490 | $74.1 萬 | 0.34% | 00.0% | 不變 |
| Allegheny Financial Group LTD | 4,473 | $73.8 萬 | 0.30% | −30−0.7% | 減碼 |
| First Horizon Advisors, Inc. | 4,447 | $73.4 萬 | 0.03% | +952+27.2% | 加碼 |
| Legacy Advisors, LLC | 4,447 | $73.4 萬 | 0.14% | +20+0.5% | 加碼 |
| Advisors Capital Management, LLC | 4,444 | $73.3 萬 | 0.02% | −116−2.5% | 減碼 |
| Ervin Investment Management, LLC | 4,505 | $73.2 萬 | 0.64% | 00.0% | 不變 |
| 3Chopt Investment Partners, LLC | 4,427 | $73.0 萬 | 0.39% | +175+4.1% | 加碼 |