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
- 2,055
- 較 2022 年第 4 季 +89 家
- 持有股數
- 6.26 億
- 較 2022 年第 4 季 +267.0 萬 (+0.4%)
- 總市值
- $1,029 億
- 較 2022 年第 4 季 +$108.3 億 (+11.8%)
- 新進機構
- 188
- 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 |
|---|---|---|---|---|---|
| BDO Wealth Advisors, LLC | 1,905 | $31.4 萬 | 0.04% | −124−6.1% | 減碼 |
| Barton Investment Management | 1,900 | $31.3 萬 | 0.06% | 00.0% | 不變 |
| Cairn Investment Group, Inc. | 1,900 | $31.3 萬 | 0.22% | 00.0% | 不變 |
| TCWP LLC | 1,897 | $31.3 萬 | 0.06% | −750−28.3% | 減碼 |
| Signature Wealth Management Partners, LLC | 1,896 | $31.3 萬 | 0.29% | 00.0% | 不變 |
| Alpha Cubed Investments, LLC | 1,885 | $31.1 萬 | 0.02% | −42−2.2% | 減碼 |
| West Branch Capital LLC | 1,884 | $31.1 萬 | 0.17% | 00.0% | 不變 |
| Forza Wealth Management, LLC | 1,878 | $31.0 萬 | 0.16% | 00.0% | 不變 |
| Brown, Lisle/Cummings, Inc. | 1,875 | $30.9 萬 | 0.16% | 00.0% | 不變 |
| Washington Trust Bank | 1,875 | $30.9 萬 | 0.03% | 00.0% | 不變 |
| FourThought Financial Partners, LLC | 1,872 | $30.9 萬 | 0.04% | +295+18.7% | 加碼 |
| Nottingham Advisors, Inc. | 1,865 | $30.8 萬 | 0.04% | 00.0% | 不變 |
| New England Capital Financial Advisors LLC | 1,864 | $30.7 萬 | 0.22% | +6+0.3% | 加碼 |
| First Financial Bank - Trust Division | 1,862 | $30.7 萬 | 0.03% | +120+6.9% | 加碼 |
| Washington Capital Management Inc | 1,862 | $30.7 萬 | 0.27% | 00.0% | 不變 |
| Liberty Wealth Management LLC | 1,862 | $30.7 萬 | 0.06% | +1,862 | 新進 |
| Legacy Capital Wealth Partners, LLC | 1,860 | $30.7 萬 | 0.08% | +1,860 | 新進 |
| Rebalance, LLC | 1,858 | $30.6 萬 | 0.03% | 00.0% | 不變 |
| Thompson Investment Management, Inc. | 1,856 | $30.6 萬 | 0.05% | 00.0% | 不變 |
| BNC Wealth Management, LLC | 1,847 | $30.5 萬 | 0.17% | −476−20.5% | 減碼 |
| Ridgecrest Wealth Partners, LLC | 1,846 | $30.4 萬 | 0.22% | 00.0% | 不變 |
| LaSalle St. Investment Advisors, LLC | 1,844 | $30.4 萬 | 0.13% | +1,844 | 新進 |
| Arista Wealth Management, LLC | 1,836 | $30.3 萬 | 0.17% | +1+0.1% | 加碼 |
| BFT Financial Group, LLC | 1,836 | $30.3 萬 | 0.05% | +1,836 | 新進 |
| Financial Architects, Inc | 1,835 | $30.3 萬 | 0.05% | −64−3.4% | 減碼 |
| Capstone Investment Advisors, LLC | 1,831 | $30.2 萬 | 0.01% | −41,139−95.7% | 減碼 |
| Eagle Bay Advisors LLC | 1,829 | $30.2 萬 | 0.17% | +168+10.1% | 加碼 |
| Missouri Trust & Investment Co | 1,828 | $30.2 萬 | 0.19% | −432−19.1% | 減碼 |
| Smith, Moore & Co. | 1,821 | $30.0 萬 | 0.04% | −30−1.6% | 減碼 |
| Fidelity D & D Bancorp Inc | 1,316 | $30.0 萬 | 0.23% | +1,316 | 新進 |
| Northside Capital Management, LLC | 1,805 | $29.8 萬 | 0.08% | 00.0% | 不變 |
| C M Bidwell & Associates Ltd | 1,803 | $29.7 萬 | 0.23% | +1,323+275.6% | 加碼 |
| Sentinus, LLC | 1,802 | $29.7 萬 | 0.10% | +1,802 | 新進 |
| Ninety One SA (PTY) Ltd | 1,818 | $29.6 萬 | 0.08% | −26,286−93.5% | 減碼 |
| Ruggaard & Associates LLC | 1,784 | $29.4 萬 | 0.18% | +1,784 | 新進 |
| HCR Wealth Advisors | 1,775 | $29.3 萬 | 0.06% | 00.0% | 不變 |
| Paul Damon & Associates, Inc. | 1,769 | $29.2 萬 | 0.20% | +100+6.0% | 加碼 |
| Windsor Capital Management, LLC | 1,762 | $29.1 萬 | 0.10% | +1+0.1% | 加碼 |
| LCNB Corp | 1,757 | $29.0 萬 | 0.13% | 00.0% | 不變 |
| 180 Wealth Advisors, LLC | 1,756 | $29.0 萬 | 0.07% | +4+0.2% | 加碼 |
| LMCG Investments, LLC | 1,756 | $29.0 萬 | 0.02% | −5−0.3% | 減碼 |
| Strategy Asset Managers LLC | 1,753 | $28.9 萬 | 0.07% | −5,084−74.4% | 減碼 |
| Skba Capital Management LLC | 1,750 | $28.9 萬 | 0.05% | 00.0% | 不變 |
| Kenfarb & Co. | 1,750 | $28.9 萬 | 0.26% | 00.0% | 不變 |
| Trust Co of Virginia | 1,744 | $28.8 萬 | 0.03% | +233+15.4% | 加碼 |
| Intercontinental Wealth Advisors, LLC | 1,741 | $28.7 萬 | 0.07% | −289−14.2% | 減碼 |
| Olistico Wealth, LLC | 1,740 | $28.7 萬 | 0.28% | +247+16.5% | 加碼 |
| Investors Research Corp | 1,725 | $28.5 萬 | 0.07% | 00.0% | 不變 |
| Wealthquest Corp | 1,719 | $28.4 萬 | 0.04% | −43−2.4% | 減碼 |
| Consolidated Portfolio Review Corp | 1,719 | $28.4 萬 | 0.08% | +1,719 | 新進 |
| XR Securities LLC | 1,716 | $28.3 萬 | 0.40% | +1,716 | 新進 |
| Comerica Securities,inc. | 1,709 | $28.2 萬 | 0.02% | −70−3.9% | 減碼 |
| Zevenbergen Capital Investments LLC | 1,700 | $28.0 萬 | 0.01% | 00.0% | 不變 |
| Fulcrum Capital LLC | 1,700 | $28.0 萬 | 0.08% | 00.0% | 不變 |
| Wexford Capital LP | 1,700 | $28.0 萬 | 0.06% | +1,700 | 新進 |
| Sittner & Nelson, LLC | 1,694 | $27.9 萬 | 0.16% | +1+0.1% | 加碼 |
| Retirement Planning Co of New England, Inc. | 1,693 | $27.9 萬 | 0.17% | −43−2.5% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,692 | $27.9 萬 | 0.00% | −2,888−63.1% | 減碼 |
| Forte Capital LLC | 1,691 | $27.9 萬 | 0.04% | +128+8.2% | 加碼 |
| Patton Albertson Miller Group, LLC | 1,683 | $27.8 萬 | 0.05% | −65−3.7% | 減碼 |
| Thompson Davis & Co., Inc. | 1,677 | $27.7 萬 | 0.36% | +1,677 | 新進 |
| Michael B. Yongue | 1,675 | $27.6 萬 | 0.26% | 00.0% | 不變 |
| Badgley Phelps Wealth Managers, LLC | 1,675 | $27.6 萬 | 0.01% | +1,675 | 新進 |
| Single Point Partners, LLC | 1,670 | $27.6 萬 | 0.06% | +307+22.5% | 加碼 |
| NFP Retirement, Inc. | 1,671 | $27.6 萬 | 0.05% | 00.0% | 不變 |
| Stockman Wealth Management, Inc. | 1,670 | $27.6 萬 | 0.06% | −145−8.0% | 減碼 |
| Crescent Grove Advisors, LLC | 1,666 | $27.5 萬 | 0.03% | +1,666 | 新進 |
| Riverwater Partners LLC | 1,659 | $27.4 萬 | 0.25% | −287−14.7% | 減碼 |
| Hexagon Capital Partners LLC | 1,658 | $27.3 萬 | 0.08% | +156+10.4% | 加碼 |
| Hemington Wealth Management | 1,658 | $27.3 萬 | 0.11% | 00.0% | 不變 |
| Flagship Private Wealth, LLC | 1,654 | $27.3 萬 | 0.24% | 00.0% | 不變 |
| Halbert Hargrove Global Advisors, LLC | 1,653 | $27.3 萬 | 0.02% | −1−0.1% | 減碼 |
| Oak Harvest Investment Services | 1,653 | $27.3 萬 | 0.06% | +1,653 | 新進 |
| Oxbow Advisors, LLC | 1,653 | $27.3 萬 | 0.05% | 00.0% | 不變 |
| Private Portfolio Partners LLC | 1,646 | $27.2 萬 | 0.07% | −73−4.2% | 減碼 |
| Schubert & Co | 1,646 | $27.2 萬 | 0.24% | +9+0.5% | 加碼 |
| City Holding Co | 1,642 | $27.1 萬 | 0.05% | +161+10.9% | 加碼 |
| Rede Wealth, LLC | 1,641 | $27.1 萬 | 0.14% | −58−3.4% | 減碼 |
| Steigerwald, Gordon & Koch Inc. | 1,640 | $27.1 萬 | 0.04% | −35−2.1% | 減碼 |
| Orleans Capital Management Corp | 1,640 | $27.1 萬 | 0.20% | +1,640 | 新進 |
| Proficio Capital Partners LLC | 1,640 | $27.1 萬 | 0.04% | +91+5.9% | 加碼 |
| McElhenny Sheffield Capital Management, LLC | 1,640 | $27.0 萬 | 0.14% | +46+2.9% | 加碼 |
| Kolinsky Wealth Management, LLC | 1,629 | $26.9 萬 | 0.29% | −70−4.1% | 減碼 |
| First Business Financial Services, Inc. | 1,630 | $26.9 萬 | 0.03% | 00.0% | 不變 |
| Howe & Rusling Inc | 1,630 | $26.9 萬 | 0.03% | 00.0% | 不變 |
| Aire Advisors, LLC | 1,627 | $26.8 萬 | 0.07% | −72−4.2% | 減碼 |
| Resources Management Corp | 600 | $26.7 萬 | 0.05% | −4,548−88.3% | 減碼 |
| DRW Securities, LLC | 1,617 | $26.7 萬 | 0.04% | +1,617 | 新進 |
| Advisory Alpha, LLC | 1,617 | $26.7 萬 | 0.02% | +11+0.7% | 加碼 |
| Sterling Investment Advisors, Ltd. | 1,616 | $26.7 萬 | 0.09% | −143−8.1% | 減碼 |
| EPG Wealth Management LLC | 1,612 | $26.6 萬 | 0.08% | +1,612 | 新進 |
| Acorn Wealth Advisors, LLC | 1,610 | $26.6 萬 | 0.20% | 00.0% | 不變 |
| Puzo Michael J | 1,600 | $26.4 萬 | 0.09% | 00.0% | 不變 |
| Asset Advisors Investment Management, LLC | 1,600 | $26.4 萬 | 0.03% | 00.0% | 不變 |
| Alta Advisers Ltd | 1,600 | $26.4 萬 | 0.16% | 00.0% | 不變 |
| Fairfax Financial Holdings Ltd大師費爾法克斯金融 | 1,600 | $26.4 萬 | 0.02% | 00.0% | 不變 |
| Baker Boyer National Bank | 1,593 | $26.3 萬 | 0.10% | 00.0% | 不變 |
| Cornell Pochily Investment Advisors, Inc. | 1,585 | $26.1 萬 | 0.11% | +3+0.2% | 加碼 |
| NewEdge Wealth, LLC | 1,584 | $26.1 萬 | 0.01% | +193+13.9% | 加碼 |
| Brandywine Oak Private Wealth LLC | 1,581 | $26.1 萬 | 0.03% | −95−5.7% | 減碼 |