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 |
|---|---|---|---|---|---|
| Benjamin F. Edwards & Company, Inc. | 23,824 | $393.0 萬 | 0.16% | −143−0.6% | 減碼 |
| CenterBook Partners LP | 23,823 | $393.0 萬 | 0.56% | +23,823 | 新進 |
| Stonegate Investment Group, LLC | 23,736 | $391.5 萬 | 0.15% | −5,314−18.3% | 減碼 |
| Private Management Group Inc | 23,725 | $391.3 萬 | 0.18% | −4,359−15.5% | 減碼 |
| Mitchell Capital Management Co | 23,545 | $388.4 萬 | 0.96% | +447+1.9% | 加碼 |
| Wisconsin Capital Management LLC | 23,520 | $388.0 萬 | 2.64% | +18,685+386.5% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 23,519 | $387.9 萬 | 0.28% | −45−0.2% | 減碼 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 23,857 | $387.5 萬 | 0.88% | 00.0% | 不變 |
| Hutner Capital Management Inc | 23,375 | $385.6 萬 | 2.35% | 00.0% | 不變 |
| Lido Advisors, LLC | 23,358 | $385.3 萬 | 0.05% | +7,142+44.0% | 加碼 |
| Silvant Capital Management LLC | 23,107 | $381.1 萬 | 0.25% | +6,504+39.2% | 加碼 |
| D.A. Davidson & Co. | 23,077 | $380.2 萬 | 0.04% | −1,239−5.1% | 減碼 |
| RBF Capital, LLC | 23,000 | $379.4 萬 | 0.28% | 00.0% | 不變 |
| Grassi Investment Management | 22,960 | $378.7 萬 | 0.47% | 00.0% | 不變 |
| Erste Asset Management GmbH | 23,035 | $374.2 萬 | 0.07% | +2,150+10.3% | 加碼 |
| Venture Visionary Partners LLC | 22,662 | $373.8 萬 | 0.24% | +221+1.0% | 加碼 |
| TD Private Client Wealth LLC | 22,644 | $373.5 萬 | 0.17% | +4,267+23.2% | 加碼 |
| Seven Eight Capital, LP | 22,628 | $373.2 萬 | 0.78% | +8,702+62.5% | 加碼 |
| Chemistry Wealth Management LLC | 22,491 | $371.0 萬 | 1.29% | −166−0.7% | 減碼 |
| Front Barnett Associates LLC | 22,466 | $370.6 萬 | 0.44% | −186−0.8% | 減碼 |
| Industrial Alliance Investment Management Inc. | 22,294 | $367.7 萬 | 0.10% | +20,493+1,137.9% | 加碼 |
| Family Management Corp | 22,141 | $365.2 萬 | 0.84% | −45−0.2% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 22,039 | $363.5 萬 | 0.18% | 00.0% | 不變 |
| Ropes Wealth Advisors LLC | 22,003 | $362.9 萬 | 0.66% | +258+1.2% | 加碼 |
| Chicago Trust Co NA | 21,938 | $361.9 萬 | 0.91% | −2,382−9.8% | 減碼 |
| Fiduciary Group LLC | 21,911 | $361.4 萬 | 0.47% | −262−1.2% | 減碼 |
| Greenleaf Trust | 21,883 | $361.0 萬 | 0.04% | +515+2.4% | 加碼 |
| First Hawaiian Bank | 21,788 | $359.4 萬 | 0.12% | −5,931−21.4% | 減碼 |
| Jefferies Financial Group Inc. | 21,722 | $358.3 萬 | 0.08% | +15,359+241.4% | 加碼 |
| Univest Financial Corp | 21,714 | $358.2 萬 | 1.12% | −1,772−7.5% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 21,661 | $357.3 萬 | 0.09% | +594+2.8% | 加碼 |
| Chatham Capital Group, Inc. | 21,612 | $356.5 萬 | 0.80% | −925−4.1% | 減碼 |
| Fundamentun, LLC | 21,596 | $356.2 萬 | 0.60% | +2,015+10.3% | 加碼 |
| Trinity Legacy Partners, LLC | 21,522 | $355.0 萬 | 1.33% | +1,254+6.2% | 加碼 |
| Sumitomo Life Insurance Co | 21,466 | $354.1 萬 | 0.30% | −138−0.6% | 減碼 |
| Benson Investment Management Company, Inc. | 21,430 | $353.5 萬 | 2.02% | 00.0% | 不變 |
| Horizon Investment Services, LLC | 21,390 | $352.8 萬 | 2.26% | +697+3.4% | 加碼 |
| Goelzer Investment Management, Inc. | 21,247 | $350.5 萬 | 0.30% | −6,168−22.5% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 21,184 | $349.4 萬 | 0.29% | −311−1.4% | 減碼 |
| Stephens Inc | 21,156 | $349.0 萬 | 0.07% | +746+3.7% | 加碼 |
| Verdence Capital Advisors LLC | 21,017 | $346.7 萬 | 0.42% | −416−1.9% | 減碼 |
| Ceera Investments, LLC | 20,976 | $346.0 萬 | 2.21% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 20,636 | $340.4 萬 | 0.40% | +20,636 | 新進 |
| Park National Corp | 20,363 | $335.9 萬 | 0.15% | −1,053−4.9% | 減碼 |
| Twin Capital Management Inc | 20,306 | $334.9 萬 | 0.46% | +15,493+321.9% | 加碼 |
| Acadian Asset Management LLC | 20,265 | $333.9 萬 | 0.01% | +8,690+75.1% | 加碼 |
| Richard Bernstein Advisors LLC | 20,236 | $333.8 萬 | 0.07% | 00.0% | 不變 |
| Connectus Wealth, LLC | 20,166 | $332.7 萬 | 0.08% | −82,912−80.4% | 減碼 |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $331.8 萬 | 3.11% | 00.0% | 不變 |
| Naples Global Advisors, LLC | 20,111 | $331.7 萬 | 0.41% | +375+1.9% | 加碼 |
| National Asset Management, Inc. | 20,079 | $331.2 萬 | 0.09% | −7,056−26.0% | 減碼 |
| Auto-Owners Insurance Co | 19,950 | $329.1 萬 | 0.11% | 00.0% | 不變 |
| Gilman Hill Asset Management, LLC | 19,888 | $328.1 萬 | 0.67% | −116−0.6% | 減碼 |
| Stone Point Wealth LLC | 19,887 | $328.0 萬 | 1.46% | −733−3.6% | 減碼 |
| Americana Partners, LLC | 19,753 | $325.8 萬 | 0.51% | −305−1.5% | 減碼 |
| M. Kulyk & Associates, LLC | 19,583 | $323.0 萬 | 0.98% | +36+0.2% | 加碼 |
| LaFleur & Godfrey LLC | 19,536 | $322.2 萬 | 0.53% | +39+0.2% | 加碼 |
| Chapman Investment Management, LLC | 19,466 | $321.1 萬 | 2.64% | −370−1.9% | 減碼 |
| Oliver Luxxe Assets LLC | 19,399 | $320.0 萬 | 0.84% | +207+1.1% | 加碼 |
| Silicon Valley Capital Partners | 19,300 | $318.3 萬 | 0.67% | +570+3.0% | 加碼 |
| Clearstead Advisors, LLC | 19,296 | $318.3 萬 | 0.23% | +666+3.6% | 加碼 |
| Eqis Capital Management, Inc. | 19,279 | $318.0 萬 | 0.36% | −4,551−19.1% | 減碼 |
| Sawtooth Solutions, LLC | 19,152 | $315.9 萬 | 0.08% | +13,954+268.4% | 加碼 |
| Achmea Investment Management B.V. | 19,107 | $315.2 萬 | 0.09% | −10,891−36.3% | 減碼 |
| Raymond James Trust N.A. | 19,085 | $314.8 萬 | 0.10% | −275−1.4% | 減碼 |
| Azimuth Capital Investment Management LLC | 19,010 | $313.6 萬 | 0.15% | −1,150−5.7% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,892 | $311.6 萬 | 0.21% | −805−4.1% | 減碼 |
| Hancock Whitney Corp | 18,850 | $310.9 萬 | 0.12% | −3,210−14.6% | 減碼 |
| Cresset Asset Management, LLC | 18,836 | $310.7 萬 | 0.06% | −549−2.8% | 減碼 |
| Quantitative Investment Management, LLC | 18,826 | $310.5 萬 | 0.65% | +18,826 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 18,715 | $308.7 萬 | 0.08% | −21−0.1% | 減碼 |
| Ieq Capital, LLC | 18,707 | $308.6 萬 | 0.07% | +168+0.9% | 加碼 |
| CSM Advisors, LLC | 18,639 | $307.3 萬 | 0.27% | +5,600+42.9% | 加碼 |
| Kingsview Wealth Management, LLC | 18,327 | $302.3 萬 | 0.13% | −746−3.9% | 減碼 |
| Pacifica Capital Investments, LLC | 18,295 | $301.8 萬 | 0.96% | 00.0% | 不變 |
| Grandfield & Dodd, LLC | 18,283 | $301.6 萬 | 0.21% | −620−3.3% | 減碼 |
| WP Advisors, LLC | 18,250 | $301.0 萬 | 1.24% | +117+0.6% | 加碼 |
| Assenagon Asset Management S.A. | 18,246 | $301.0 萬 | 0.01% | −296−1.6% | 減碼 |
| Salvus Wealth Management, LLC | 18,243 | $300.9 萬 | 2.43% | +205+1.1% | 加碼 |
| Optimas Capital Ltd | 18,100 | $298.6 萬 | 2.50% | −23,792−56.8% | 減碼 |
| BFSG, LLC | 18,083 | $298.3 萬 | 0.55% | +89+0.5% | 加碼 |
| Mount Vernon Associates Inc | 18,071 | $298.1 萬 | 3.52% | −350−1.9% | 減碼 |
| Integrated Wealth Concepts LLC | 18,034 | $297.5 萬 | 0.06% | +1,104+6.5% | 加碼 |
| Toroso Investments, LLC | 18,035 | $297.5 萬 | 0.10% | +7,783+75.9% | 加碼 |
| Lakeview Capital Partners, LLC | 20,028 | $296.4 萬 | 0.92% | +24+0.1% | 加碼 |
| Connable Office Inc | 17,906 | $295.4 萬 | 0.43% | −7,729−30.2% | 減碼 |
| Callahan Advisors, LLC | 17,867 | $294.7 萬 | 0.38% | +10.0% | 加碼 |
| Karani Asset Management LLC | 17,817 | $293.9 萬 | 3.11% | +17,817 | 新進 |
| Elgethun Capital Management | 17,602 | $290.4 萬 | 0.92% | +262+1.5% | 加碼 |
| Selway Asset Management | 17,600 | $290.3 萬 | 1.39% | +150+0.9% | 加碼 |
| Chartwell Investment Partners, LLC | 17,577 | $289.9 萬 | 0.11% | −1,697−8.8% | 減碼 |
| Everence Capital Management Inc | 17,474 | $288.2 萬 | 0.24% | 00.0% | 不變 |
| Briggs Advisory Group, Inc. | 17,420 | $287.3 萬 | 1.70% | 00.0% | 不變 |
| Empirical Finance, LLC | 17,372 | $286.6 萬 | 0.27% | +666+4.0% | 加碼 |
| Canandaigua National Bank & Trust Co | 17,364 | $286.4 萬 | 0.48% | +17,364 | 新進 |
| Vestmark Advisory Solutions, Inc. | 17,356 | $286.3 萬 | 0.12% | +1,151+7.1% | 加碼 |
| Cutler Group LP | 17,316 | $285.6 萬 | 0.45% | +4,429+34.4% | 加碼 |
| Ostrum Asset Management | 17,279 | $285.0 萬 | 0.25% | +17,279 | 新進 |
| Empire Financial Management Company, LLC | 17,194 | $283.6 萬 | 1.16% | +17,194 | 新進 |
| Bill Few Associates, Inc. | 17,150 | $282.9 萬 | 1.57% | +100+0.6% | 加碼 |