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 | 2,913 | $1,748 億 |
| 2025 年第 4 季 | 3,044 | $2,168 億 |
| 2025 年第 3 季 | 2,759 | $1,934 億 |
| 2025 年第 2 季 | 2,720 | $1,899 億 |
| 2025 年第 1 季 | 2,628 | $1,607 億 |
| 2024 年第 4 季 | 2,643 | $1,775 億 |
| 2024 年第 3 季 | 2,460 | $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 |
|---|---|---|---|---|---|
| JLB & Associates Inc | 4,421 | $72.9 萬 | 0.11% | +643+17.0% | 加碼 |
| Alhambra Investment Partners LLC | 4,418 | $72.9 萬 | 0.50% | 00.0% | 不變 |
| Kula Investments, LLC | 4,414 | $72.8 萬 | 0.18% | +1,391+46.0% | 加碼 |
| IFG Advisors, LLC | 4,407 | $72.7 萬 | 0.29% | +4+0.1% | 加碼 |
| CFO4Life Group, LLC | 4,394 | $72.5 萬 | 0.16% | −32−0.7% | 減碼 |
| Great Valley Advisor Group, Inc. | 4,379 | $72.3 萬 | 0.03% | −64−1.4% | 減碼 |
| Twelve Points Wealth Management LLC | 4,373 | $72.1 萬 | 0.41% | +170+4.0% | 加碼 |
| Lifeworks Advisors, LLC | 4,358 | $71.9 萬 | 0.34% | −156−3.5% | 減碼 |
| Atlas Brown,Inc. | 4,353 | $71.8 萬 | 0.33% | 00.0% | 不變 |
| Wellington Shields & Co., LLC | 4,320 | $71.3 萬 | 0.16% | +100+2.4% | 加碼 |
| Bond & Devick Financial Network, Inc. | 4,319 | $71.2 萬 | 0.45% | +200+4.9% | 加碼 |
| Gsa Capital Partners LLP | 4,310 | $71.1 萬 | 0.07% | −2,080−32.6% | 減碼 |
| Boston Financial Mangement LLC | 4,310 | $71.1 萬 | 0.03% | −610−12.4% | 減碼 |
| Byrne Asset Management LLC | 4,300 | $70.9 萬 | 0.51% | −541−11.2% | 減碼 |
| First Western Trust Bank | 4,294 | $70.8 萬 | 0.04% | +104+2.5% | 加碼 |
| Estabrook Capital Management | 4,274 | $70.5 萬 | 0.12% | 00.0% | 不變 |
| Basepoint Wealth LLC | 4,270 | $70.4 萬 | 0.59% | −3−0.1% | 減碼 |
| Beaumont Asset Management, L.L.C. | 4,261 | $70.3 萬 | 0.52% | −55−1.3% | 減碼 |
| Focus Financial Network, Inc. | 4,254 | $70.2 萬 | 0.04% | +289+7.3% | 加碼 |
| Hilltop Holdings Inc. | 4,233 | $69.8 萬 | 0.09% | −237−5.3% | 減碼 |
| Benin Management CORP | 4,232 | $69.8 萬 | 0.26% | +100+2.4% | 加碼 |
| Vista Wealth Management Group, LLC | 4,229 | $69.8 萬 | 0.08% | +5+0.1% | 加碼 |
| Heritage Wealth Advisors | 4,209 | $69.4 萬 | 0.04% | 00.0% | 不變 |
| Cypress Wealth Services, LLC | 4,206 | $69.4 萬 | 0.20% | −107−2.5% | 減碼 |
| SeaCrest Wealth Management, LLC | 4,192 | $69.1 萬 | 0.09% | +253+6.4% | 加碼 |
| Evanson Asset Management, LLC | 4,191 | $69.1 萬 | 0.07% | +10.0% | 加碼 |
| WBH Advisory Inc | 4,163 | $68.7 萬 | 0.09% | +4,163 | 新進 |
| Evermay Wealth Management LLC | 4,159 | $68.6 萬 | 0.14% | +6+0.1% | 加碼 |
| Point72 Asset Management, L.P. | 4,155 | $68.5 萬 | 0.00% | −90,161−95.6% | 減碼 |
| Interchange Capital Partners, LLC | 4,155 | $68.5 萬 | 0.37% | +4,155 | 新進 |
| Meridian Wealth Management, LLC | 4,135 | $68.2 萬 | 0.06% | −43−1.0% | 減碼 |
| Baldwin Investment Management, LLC | 4,110 | $67.8 萬 | 0.12% | +80+2.0% | 加碼 |
| Summit Financial Group Inc | 4,110 | $67.8 萬 | 0.27% | 00.0% | 不變 |
| First National Bank of Hutchinson | 4,100 | $67.6 萬 | 0.54% | +249+6.5% | 加碼 |
| Linden Thomas Advisory Services, LLC | 4,092 | $67.5 萬 | 0.17% | +4,092 | 新進 |
| Pearl River Capital, LLC | 4,082 | $67.3 萬 | 0.11% | +332+8.9% | 加碼 |
| Foundations Investment Advisors, LLC | 4,057 | $66.9 萬 | 0.02% | −937−18.8% | 減碼 |
| Spire Wealth Management | 4,053 | $66.9 萬 | 0.03% | +1,605+65.6% | 加碼 |
| Hall Capital Management Co Inc | 4,008 | $66.1 萬 | 0.39% | +199+5.2% | 加碼 |
| Engineers Gate Manager LP | 3,996 | $65.9 萬 | 0.03% | −4,573−53.4% | 減碼 |
| Centerpoint Advisors, LLC | 3,993 | $65.9 萬 | 0.29% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 3,984 | $65.7 萬 | 0.03% | −18−0.4% | 減碼 |
| Oakworth Capital, Inc. | 3,966 | $65.4 萬 | 0.06% | +14+0.4% | 加碼 |
| Wesbanco Bank Inc | 3,939 | $65.0 萬 | 0.03% | −8−0.2% | 減碼 |
| Thoroughbred Financial Services, LLC | 3,927 | $64.7 萬 | 0.10% | +10.0% | 加碼 |
| Old National Bancorp | 3,918 | $64.6 萬 | 0.02% | −135−3.3% | 減碼 |
| Insigneo Advisory Services, LLC | 3,916 | $64.6 萬 | 0.21% | +48+1.2% | 加碼 |
| PFG Advisors | 3,906 | $64.4 萬 | 0.05% | −644−14.2% | 減碼 |
| Quadrant Private Wealth Management, LLC | 3,899 | $64.3 萬 | 0.20% | +136+3.6% | 加碼 |
| Delta Investment Management, LLC | 3,895 | $64.2 萬 | 0.18% | −67−1.7% | 減碼 |
| OneAscent Financial Services LLC | 3,895 | $64.2 萬 | 0.26% | +370+10.5% | 加碼 |
| Paloma Partners Management Co | 3,880 | $64.0 萬 | 0.14% | +3,880 | 新進 |
| GFG Capital, LLC | 4,323 | $63.9 萬 | 0.14% | 00.0% | 不變 |
| Culbertson A N & Co Inc | 3,865 | $63.8 萬 | 0.13% | 00.0% | 不變 |
| Sunflower Bank, N.A. | 3,856 | $63.6 萬 | 0.14% | +60+1.6% | 加碼 |
| American National Bank | 3,854 | $63.6 萬 | 0.12% | +1,067+38.3% | 加碼 |
| MTM Investment Management, LLC | 3,822 | $63.0 萬 | 0.32% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 43,563 | $62.7 萬 | 0.09% | +37,034+567.2% | 加碼 |
| Fukoku Mutual Life Insurance Co | 3,767 | $62.1 萬 | 0.06% | 00.0% | 不變 |
| J. W. Coons Advisors, LLC | 3,767 | $62.1 萬 | 0.18% | 00.0% | 不變 |
| L2 Asset Management, LLC | 3,765 | $62.1 萬 | 0.37% | +2,056+120.3% | 加碼 |
| MCF Advisors LLC | 3,725 | $61.4 萬 | 0.06% | −68−1.8% | 減碼 |
| Birinyi Associates Inc | 3,715 | $61.3 萬 | 0.25% | −7,035−65.4% | 減碼 |
| Grove Bank & Trust | 3,699 | $61.0 萬 | 0.13% | +97+2.7% | 加碼 |
| Gitterman Wealth Management, LLC | 3,670 | $60.5 萬 | 0.29% | 00.0% | 不變 |
| Aries Wealth Management | 3,664 | $60.4 萬 | 0.25% | 00.0% | 不變 |
| Prescott Group Capital Management, L.L.C. | 3,662 | $60.4 萬 | 0.14% | 00.0% | 不變 |
| Platform Technology Partners | 3,661 | $60.4 萬 | 0.30% | +10.0% | 加碼 |
| LGL Partners, LLC | 3,644 | $60.1 萬 | 0.10% | +10.0% | 加碼 |
| Ellevest, Inc. | 3,634 | $59.9 萬 | 0.05% | +574+18.8% | 加碼 |
| Hills Bank & Trust Co | 3,630 | $59.9 萬 | 0.08% | 00.0% | 不變 |
| First Affirmative Financial Network | 3,627 | $59.8 萬 | 0.69% | +146+4.2% | 加碼 |
| Resolute Wealth Strategies, LLC | 3,616 | $59.7 萬 | 0.51% | +3,616 | 新進 |
| Saybrook Capital | 3,600 | $59.4 萬 | 0.19% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 3,579 | $59.0 萬 | 0.08% | −84−2.3% | 減碼 |
| Empowered Funds, LLC | 3,569 | $58.9 萬 | 0.03% | −5,434−60.4% | 減碼 |
| First City Capital Management, Inc. | 3,648 | $58.9 萬 | 0.34% | −30−0.8% | 減碼 |
| Ipswich Investment Management Co., Inc. | 3,566 | $58.8 萬 | 0.16% | −100−2.7% | 減碼 |
| Richwood Investment Advisors, LLC | 3,562 | $58.8 萬 | 0.59% | −10.0% | 減碼 |
| Somerville Kurt F | 3,550 | $58.6 萬 | 0.11% | −275−7.2% | 減碼 |
| Colonial Trust Advisors | 3,542 | $58.4 萬 | 0.07% | −9,105−72.0% | 減碼 |
| Archford Capital Strategies, LLC | 3,627 | $58.4 萬 | 0.12% | +92+2.6% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 3,541 | $58.4 萬 | 0.12% | +311+9.6% | 加碼 |
| Aspire Private Capital, LLC | 3,535 | $58.3 萬 | 0.19% | −437−11.0% | 減碼 |
| Sun Life Financial INC | 3,540 | $58.2 萬 | 0.04% | 00.0% | 不變 |
| US Asset Management LLC | 3,527 | $58.2 萬 | 0.59% | −13−0.4% | 減碼 |
| Sigma Investment Counselors Inc | 3,527 | $58.2 萬 | 0.05% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 3,527 | $58.2 萬 | 0.02% | −842−19.3% | 減碼 |
| Cornerstone Wealth Management, LLC | 3,522 | $58.1 萬 | 0.06% | +3,522 | 新進 |
| Agate Pass Investment Management, LLC | 3,515 | $58.0 萬 | 0.38% | 00.0% | 不變 |
| Transform Wealth, LLC | 3,512 | $57.9 萬 | 0.05% | −150−4.1% | 減碼 |
| Private Ocean, LLC | 3,491 | $57.6 萬 | 0.08% | +205+6.2% | 加碼 |
| Magnus Financial Group LLC | 3,484 | $57.5 萬 | 0.09% | +377+12.1% | 加碼 |
| Breakwater Capital Group | 3,450 | $56.9 萬 | 0.24% | +59+1.7% | 加碼 |
| Defined Wealth Management, LLC | 3,444 | $56.8 萬 | 0.53% | 00.0% | 不變 |
| Summit X, LLC | 3,438 | $56.7 萬 | 0.15% | −111−3.1% | 減碼 |
| Summit Global Investments | 3,407 | $56.2 萬 | 0.04% | +233+7.3% | 加碼 |
| Spouting Rock Asset Management, LLC | 3,407 | $56.2 萬 | 0.20% | 00.0% | 不變 |
| MidWestOne Financial Group, Inc. | 3,404 | $56.1 萬 | 0.13% | +618+22.2% | 加碼 |
| Arrow Financial Corp | 3,400 | $56.1 萬 | 0.07% | −20−0.6% | 減碼 |