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 |
|---|---|---|---|---|---|
| Jacobs & Co | 34,571 | $570.2 萬 | 0.70% | −936−2.6% | 減碼 |
| Meyer Handelman Co | 34,500 | $569.1 萬 | 0.24% | 00.0% | 不變 |
| Ruffer LLP | 34,311 | $565.9 萬 | 0.20% | −297,573−89.7% | 減碼 |
| Teamwork Financial Advisors, LLC | 34,252 | $565.0 萬 | 1.04% | +25,179+277.5% | 加碼 |
| SP Asset Management LLC | 34,190 | $564.0 萬 | 0.69% | +90+0.3% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 34,089 | $562.3 萬 | 2.25% | −170−0.5% | 減碼 |
| GDS Wealth Management | 33,743 | $556.6 萬 | 0.98% | +1,104+3.4% | 加碼 |
| Prio Wealth Limited Partnership | 33,587 | $554.0 萬 | 0.21% | −750−2.2% | 減碼 |
| Sandler Capital Management | 33,448 | $551.7 萬 | 0.91% | +33,448 | 新進 |
| Edge Capital Group, LLC | 33,373 | $550.5 萬 | 0.34% | −2,830−7.8% | 減碼 |
| First Interstate Bank | 33,359 | $550.3 萬 | 0.42% | −665−2.0% | 減碼 |
| Searle & Co. | 34,090 | $550.0 萬 | 1.80% | 00.0% | 不變 |
| LGT Group Foundation | 33,285 | $549.0 萬 | 0.16% | +350+1.1% | 加碼 |
| Bradley & Co. Private Wealth Management, LLC | 33,283 | $549.0 萬 | 6.01% | +23,231+231.1% | 加碼 |
| Guardian Capital Advisors LP | 34,233 | $545.3 萬 | 0.63% | +90.0% | 加碼 |
| IMC-Chicago, LLC | 32,952 | $543.5 萬 | 0.92% | +32,952 | 新進 |
| Heritage Trust Co | 32,905 | $542.8 萬 | 0.85% | −96−0.3% | 減碼 |
| Andra AP-fonden | 32,848 | $541.8 萬 | 0.14% | +1,948+6.3% | 加碼 |
| Girard Partners Ltd. | 32,793 | $540.9 萬 | 0.60% | +7,210+28.2% | 加碼 |
| Unison Asset Management LLC | 32,786 | $540.8 萬 | 4.10% | 00.0% | 不變 |
| ProVise Management Group, LLC | 32,674 | $539.0 萬 | 0.52% | +3,283+11.2% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 32,604 | $537.8 萬 | 1.71% | +955+3.0% | 加碼 |
| Federated Hermes, Inc. | 32,316 | $533.1 萬 | 0.01% | +28,301+704.9% | 加碼 |
| Putnam Investments LLC | 32,249 | $531.9 萬 | 0.01% | +8,996+38.7% | 加碼 |
| Power Corp of Canada | 33,267 | $531.5 萬 | 0.56% | +17,211+107.2% | 加碼 |
| Choate Investment Advisors | 32,144 | $530.2 萬 | 0.26% | −768−2.3% | 減碼 |
| Eastern Bank | 31,909 | $526.3 萬 | 0.26% | +2,510+8.5% | 加碼 |
| Wedbush Securities Inc | 31,888 | $526.0 萬 | 0.26% | +921+3.0% | 加碼 |
| Legacy Trust | 31,748 | $523.7 萬 | 1.56% | −174−0.5% | 減碼 |
| Pavion Blue Capital, LLC | 31,605 | $521.3 萬 | 3.21% | −368−1.2% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 31,600 | $521.2 萬 | 0.80% | −4,500−12.5% | 減碼 |
| Kestra Private Wealth Services, LLC | 31,521 | $519.9 萬 | 0.21% | +5,325+20.3% | 加碼 |
| Olstein Capital Management, L.P. | 31,000 | $511.3 萬 | 0.80% | −13,000−29.5% | 減碼 |
| Independent Advisor Alliance | 30,870 | $509.2 萬 | 0.25% | +898+3.0% | 加碼 |
| Central Trust Co | 30,616 | $505.0 萬 | 0.15% | +608+2.0% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 30,316 | $500.1 萬 | 1.39% | −420−1.4% | 減碼 |
| Crestline Management, LP | 30,000 | $494.9 萬 | 0.60% | 00.0% | 不變 |
| Long Corridor Asset Management Ltd | 30,000 | $494.9 萬 | 5.95% | 00.0% | 不變 |
| Advisor Partners II, LLC | 29,465 | $486.0 萬 | 0.27% | +3,851+15.0% | 加碼 |
| Centiva Capital, LP | 29,167 | $481.1 萬 | 0.27% | +29,167 | 新進 |
| Rodgers Brothers Inc. | 29,123 | $480.4 萬 | 0.92% | −2,120−6.8% | 減碼 |
| FIL Ltd | 28,719 | $473.7 萬 | 0.01% | −1,880−6.1% | 減碼 |
| Hendershot Investments Inc. | 28,605 | $471.8 萬 | 0.79% | 00.0% | 不變 |
| Dynamic Technology Lab Private Ltd | 28,598 | $471.8 萬 | 0.44% | +12,130+73.7% | 加碼 |
| Cullen Capital Management LLC | 28,554 | $471.0 萬 | 0.04% | +13,665+91.8% | 加碼 |
| Veritable, L.P. | 28,449 | $469.3 萬 | 0.08% | −66−0.2% | 減碼 |
| Oppenheimer Asset Management Inc. | 28,268 | $466.3 萬 | 0.07% | +191+0.7% | 加碼 |
| Wolverine Trading, LLC | 28,671 | $465.6 萬 | 0.14% | −686−2.3% | 減碼 |
| First National Trust Co | 28,113 | $463.7 萬 | 0.25% | −1,226−4.2% | 減碼 |
| E. Ohman J:or Asset Management AB | 28,100 | $463.5 萬 | 0.18% | +800+2.9% | 加碼 |
| Banque Cantonale Vaudoise | 28,099 | $463.5 萬 | 0.23% | −837−2.9% | 減碼 |
| Stonnington Group, LLC | 28,406 | $461.0 萬 | 1.20% | +2,119+8.1% | 加碼 |
| Boyd Watterson Asset Management LLC | 27,747 | $457.7 萬 | 1.86% | −94−0.3% | 減碼 |
| New Mexico Educational Retirement Board | 27,663 | $456.3 萬 | 0.23% | −900−3.2% | 減碼 |
| Boothbay Fund Management, LLC | 27,567 | $454.7 萬 | 0.13% | −8,658−23.9% | 減碼 |
| Hudson Valley Investment Advisors Inc | 27,426 | $452.4 萬 | 0.63% | +6,847+33.3% | 加碼 |
| Alerus Financial NA | 27,378 | $451.6 萬 | 0.40% | −2,476−8.3% | 減碼 |
| Meiji Yasuda Life Insurance Co | 27,252 | $449.5 萬 | 0.09% | −1,608−5.6% | 減碼 |
| Bouvel Investment Partners, LLC | 27,225 | $449.1 萬 | 2.62% | −95−0.3% | 減碼 |
| Trust Co of Vermont | 27,105 | $447.1 萬 | 0.31% | +880+3.4% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 27,000 | $445.4 萬 | 0.06% | 00.0% | 不變 |
| Knights of Columbus Asset Advisors LLC | 26,998 | $445.3 萬 | 0.44% | +1,078+4.2% | 加碼 |
| AMG National Trust Bank | 26,956 | $444.6 萬 | 0.15% | −842−3.0% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 26,907 | $443.8 萬 | 0.52% | −200−0.7% | 減碼 |
| Schonfeld Strategic Advisors LLC | 26,869 | $443.2 萬 | 0.04% | −121,146−81.8% | 減碼 |
| New England Asset Management Inc | 26,707 | $440.5 萬 | 0.66% | 00.0% | 不變 |
| Strategic Wealth Partners, Ltd. | 26,703 | $440.5 萬 | 0.68% | +962+3.7% | 加碼 |
| Stratos Wealth Partners, LTD. | 26,694 | $440.3 萬 | 0.12% | −2,874−9.7% | 減碼 |
| KMG Fiduciary Partners, LLC | 26,683 | $440.1 萬 | 0.63% | −5,245−16.4% | 減碼 |
| Metropolitan Life Insurance Co | 26,629 | $439.2 萬 | 0.23% | −7,258−21.4% | 減碼 |
| Pine Ridge Advisers LLC | 26,500 | $437.1 萬 | 0.91% | 00.0% | 不變 |
| Sandhill Capital Partners LLC | 26,471 | $436.6 萬 | 0.42% | +2,302+9.5% | 加碼 |
| Kingfisher Capital LLC | 26,320 | $434.2 萬 | 1.14% | +126+0.5% | 加碼 |
| CX Institutional | 26,459 | $433.4 萬 | 0.23% | +22,636+592.1% | 加碼 |
| Jag Capital Management, LLC | 26,251 | $433.0 萬 | 0.56% | −511−1.9% | 減碼 |
| Avitas Wealth Management LLC | 26,200 | $432.2 萬 | 0.85% | −163−0.6% | 減碼 |
| Stokes Capital Advisors, LLC | 26,060 | $429.9 萬 | 1.46% | +143+0.6% | 加碼 |
| Bessemer Group Inc | 26,058 | $429.8 萬 | 0.01% | −177−0.7% | 減碼 |
| Birmingham Capital Management Co Inc | 26,049 | $429.7 萬 | 1.71% | −476−1.8% | 減碼 |
| GFS Advisors, LLC | 25,995 | $428.8 萬 | 0.99% | 00.0% | 不變 |
| Wellington Shields Capital Management, LLC | 25,753 | $424.8 萬 | 0.51% | +5,001+24.1% | 加碼 |
| Wetherby Asset Management Inc | 25,674 | $423.5 萬 | 0.25% | +1,373+5.6% | 加碼 |
| Wright Investors Service Inc | 25,650 | $423.1 萬 | 1.20% | +6,165+31.6% | 加碼 |
| Foster Group, Inc. | 25,594 | $422.2 萬 | 0.27% | +80.0% | 加碼 |
| Cetera Advisors LLC | 25,502 | $420.7 萬 | 0.07% | +7,962+45.4% | 加碼 |
| Roundview Capital LLC | 25,387 | $418.8 萬 | 0.44% | +178+0.7% | 加碼 |
| Adalta Capital Management LLC | 25,305 | $417.4 萬 | 2.92% | 00.0% | 不變 |
| Pinnacle Wealth Management Advisory Group, LLC | 25,254 | $416.6 萬 | 0.56% | +215+0.9% | 加碼 |
| Metis Global Partners, LLC | 25,236 | $416.3 萬 | 0.27% | +6,277+33.1% | 加碼 |
| Coastal Investment Advisors, Inc. | 25,084 | $413.8 萬 | 1.01% | +110+0.4% | 加碼 |
| Alkeon Capital Management LLC | 25,000 | $412.4 萬 | 0.03% | 00.0% | 不變 |
| Bleichroeder LP | 25,000 | $412.4 萬 | 0.88% | 00.0% | 不變 |
| Rockland Trust Co | 24,966 | $411.8 萬 | 0.26% | −82,337−76.7% | 減碼 |
| Freestone Capital Holdings, LLC | 24,779 | $408.7 萬 | 0.18% | −72−0.3% | 減碼 |
| Varma Mutual Pension Insurance Co | 24,757 | $408.4 萬 | 0.05% | 00.0% | 不變 |
| Concentric Wealth Management, LLC | 24,444 | $403.2 萬 | 1.33% | +106+0.4% | 加碼 |
| Simplex Trading, LLC | 24,372 | $402.0 萬 | 0.18% | +24,372 | 新進 |
| Boston Private Wealth LLC | 23,993 | $395.8 萬 | 0.06% | −566−2.3% | 減碼 |
| Bokf, NA | 23,918 | $394.5 萬 | 0.08% | −11,829−33.1% | 減碼 |
| Overbrook Management Corp | 23,828 | $393.0 萬 | 1.03% | 00.0% | 不變 |