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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 17,148 | $282.9 萬 | 0.08% | +98+0.6% | 加碼 |
| Brookstone Capital Management | 17,235 | $282.1 萬 | 0.05% | −684−3.8% | 減碼 |
| Snowden Capital Advisors LLC | 17,096 | $282.0 萬 | 0.11% | +7,529+78.7% | 加碼 |
| Pring Turner Capital Group Inc | 17,015 | $280.7 萬 | 2.79% | −100−0.6% | 減碼 |
| TownSquare Capital, LLC | 16,950 | $279.6 萬 | 0.06% | +956+6.0% | 加碼 |
| Proequities, Inc. | 16,869 | $278.3 萬 | 0.22% | −526−3.0% | 減碼 |
| ING Groep NV | 16,868 | $278.2 萬 | 0.03% | −329,885−95.1% | 減碼 |
| Point72 Middle East FZE | 16,823 | $277.5 萬 | 0.16% | −16,311−49.2% | 減碼 |
| Bayesian Capital Management, LP | 16,797 | $277.1 萬 | 0.34% | +16,797 | 新進 |
| Wilbanks Smith & Thomas Asset Management LLC | 16,791 | $277.0 萬 | 0.10% | +139+0.8% | 加碼 |
| Resources Investment Advisors, LLC. | 16,676 | $275.1 萬 | 0.06% | +5,889+54.6% | 加碼 |
| Impax Asset Management Group plc | 16,660 | $274.8 萬 | 0.01% | −1,691−9.2% | 減碼 |
| CWM, LLC | 16,616 | $274.1 萬 | 0.02% | +3,324+25.0% | 加碼 |
| Credit Agricole S A | 16,463 | $271.6 萬 | 0.12% | −25,730−61.0% | 減碼 |
| Northstar Group, Inc. | 16,360 | $269.9 萬 | 0.69% | +18+0.1% | 加碼 |
| Courier Capital LLC | 16,335 | $269.4 萬 | 0.30% | −958−5.5% | 減碼 |
| Tower Bridge Advisors | 16,177 | $266.8 萬 | 0.22% | 00.0% | 不變 |
| NVWM, LLC | 16,155 | $266.5 萬 | 0.89% | +4,702+41.1% | 加碼 |
| Davy Global Fund Management Ltd | 16,056 | $264.8 萬 | 0.51% | −422−2.6% | 減碼 |
| Steel Canyon Capital, LLC | 16,012 | $264.1 萬 | 5.27% | +2,967+22.7% | 加碼 |
| Brave Asset Management Inc | 15,996 | $263.9 萬 | 0.84% | −873−5.2% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 15,945 | $263.0 萬 | 0.30% | −495−3.0% | 減碼 |
| Bank of Stockton | 15,896 | $262.2 萬 | 0.91% | −1,382−8.0% | 減碼 |
| Leonteq Securities AG | 15,760 | $260.0 萬 | 0.24% | −8,182−34.2% | 減碼 |
| First Dallas Securities Inc. | 15,679 | $258.6 萬 | 1.53% | −199−1.3% | 減碼 |
| Moody National Bank Trust Division | 15,672 | $258.5 萬 | 0.22% | −28−0.2% | 減碼 |
| Glenview Trust Co | 15,670 | $258.5 萬 | 0.08% | −531−3.3% | 減碼 |
| Eads & Heald Wealth Management | 15,668 | $258.4 萬 | 1.28% | −392−2.4% | 減碼 |
| Bensler, LLC | 15,636 | $257.9 萬 | 0.52% | +15,636 | 新進 |
| Modera Wealth Management, LLC | 15,609 | $257.5 萬 | 0.10% | −172−1.1% | 減碼 |
| William Allan, LLC | 15,586 | $257.1 萬 | 2.04% | +97+0.6% | 加碼 |
| Compass Wealth Management LLC | 15,584 | $257.1 萬 | 0.82% | +302+2.0% | 加碼 |
| Bell & Brown Wealth Advisors, LLC | 15,565 | $256.7 萬 | 1.37% | −198−1.3% | 減碼 |
| Buckingham Capital Management, Inc. | 15,550 | $256.5 萬 | 0.41% | +7,995+105.8% | 加碼 |
| Park Avenue Securities LLC | 15,407 | $254.1 萬 | 0.04% | +537+3.6% | 加碼 |
| Resonant Capital Advisors, LLC | 15,356 | $253.3 萬 | 0.29% | +203+1.3% | 加碼 |
| Siemens Fonds Invest GmbH | 15,210 | $250.9 萬 | 0.26% | −99−0.6% | 減碼 |
| Kathleen S. Wright Associates Inc. | 15,199 | $250.7 萬 | 1.65% | −6,028−28.4% | 減碼 |
| Peoples Financial Services Corp. | 15,123 | $249.5 萬 | 1.17% | −312−2.0% | 減碼 |
| Evercore Wealth Management, LLC | 15,119 | $249.4 萬 | 0.05% | −233−1.5% | 減碼 |
| Condor Capital Management | 15,084 | $248.8 萬 | 0.31% | −1,046−6.5% | 減碼 |
| Vestcor Inc | 15,061 | $248.4 萬 | 0.09% | −57−0.4% | 減碼 |
| Avantax Advisory Services, Inc. | 15,028 | $247.9 萬 | 0.03% | −776−4.9% | 減碼 |
| Valeo Financial Advisors, LLC | 15,005 | $247.5 萬 | 0.12% | +2,031+15.7% | 加碼 |
| Cipher Capital LP | 14,983 | $247.1 萬 | 0.46% | −6,976−31.8% | 減碼 |
| Kiwi Wealth Investments Limited Partnership | 14,978 | $247.1 萬 | 0.16% | 00.0% | 不變 |
| Intrinsic Value Partners, LLC | 14,903 | $245.8 萬 | 3.32% | −1,720−10.3% | 減碼 |
| Ergoteles LLC | 14,896 | $245.7 萬 | 0.10% | +14,896 | 新進 |
| Kanawha Capital Management LLC | 14,798 | $244.1 萬 | 0.23% | −392−2.6% | 減碼 |
| Pettee Investors, Inc. | 14,791 | $244.0 萬 | 1.17% | −80−0.5% | 減碼 |
| Lodestone Wealth Management LLC | 14,661 | $241.8 萬 | 1.86% | −153−1.0% | 減碼 |
| Northstar Advisory Group, LLC | 14,647 | $241.6 萬 | 1.81% | +14,647 | 新進 |
| Buckingham Strategic Wealth, LLC | 16,253 | $240.1 萬 | 0.04% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 14,519 | $239.5 萬 | 0.23% | +1,285+9.7% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 14,506 | $239.3 萬 | 0.02% | +2,330+19.1% | 加碼 |
| Constitution Capital LLC | 14,400 | $237.5 萬 | 1.44% | +4,750+49.2% | 加碼 |
| Warther Private Wealth, LLC | 14,378 | $237.2 萬 | 1.81% | +226+1.6% | 加碼 |
| Essex Investment Management Co LLC | 14,323 | $236.3 萬 | 0.34% | −494−3.3% | 減碼 |
| Bleakley Financial Group, LLC | 14,209 | $234.4 萬 | 0.08% | +843+6.3% | 加碼 |
| Coastline Trust Co | 14,180 | $233.9 萬 | 0.35% | −89−0.6% | 減碼 |
| Columbia Asset Management | 14,172 | $233.8 萬 | 0.53% | +93+0.7% | 加碼 |
| Ballentine Partners, LLC | 14,170 | $233.7 萬 | 0.06% | +1,304+10.1% | 加碼 |
| Brendel Financial Advisors LLC | 14,064 | $232.0 萬 | 1.72% | +14,064 | 新進 |
| Investment Advisory Services Inc | 14,005 | $231.0 萬 | 1.14% | +101+0.7% | 加碼 |
| Lincoln Capital LLC | 14,003 | $230.8 萬 | 0.63% | +90+0.6% | 加碼 |
| American Trust | 13,912 | $229.5 萬 | 0.16% | +3,666+35.8% | 加碼 |
| Lighthouse Investment Partners, LLC | 13,843 | $228.3 萬 | 0.20% | +13,843 | 新進 |
| KCM Investment Advisors LLC | 13,834 | $228.2 萬 | 0.09% | +740+5.7% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 13,670 | $225.5 萬 | 1.59% | −150−1.1% | 減碼 |
| TCTC Holdings, LLC | 13,638 | $225.0 萬 | 0.09% | +2,342+20.7% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 13,632 | $224.9 萬 | 0.23% | +206+1.5% | 加碼 |
| Fort Sheridan Advisors LLC | 13,532 | $223.2 萬 | 0.57% | 00.0% | 不變 |
| Haverford Trust Co | 13,442 | $221.7 萬 | 0.03% | −1,284−8.7% | 減碼 |
| Benedict Financial Advisors Inc | 13,402 | $221.1 萬 | 0.62% | +27+0.2% | 加碼 |
| C2C Wealth Management, LLC | 13,759 | $219.2 萬 | 0.35% | +5,814+73.2% | 加碼 |
| Private Asset Management Inc | 13,280 | $219.1 萬 | 0.36% | 00.0% | 不變 |
| Traverso Chambers Private Wealth Management, LLC | 13,200 | $217.7 萬 | 0.60% | 00.0% | 不變 |
| Sawyer & Company, Inc | 13,490 | $217.4 萬 | 1.17% | −95−0.7% | 減碼 |
| Boston Family Office LLC | 13,042 | $215.2 萬 | 0.17% | +100+0.8% | 加碼 |
| South State Corp. | 13,021 | $214.8 萬 | 0.20% | +146+1.1% | 加碼 |
| Empower Advisory Group, LLC | 13,114 | $214.8 萬 | 0.01% | +13,114 | 新進 |
| Horizon Investments, LLC | 13,057 | $214.6 萬 | 0.06% | −7,310−35.9% | 減碼 |
| Madison Wealth Management | 12,958 | $213.7 萬 | 0.46% | +261+2.1% | 加碼 |
| Personal Cfo Solutions, LLC | 12,932 | $213.3 萬 | 0.44% | +775+6.4% | 加碼 |
| Moneta Group Investment Advisors LLC | 12,896 | $212.7 萬 | 0.05% | +3,413+36.0% | 加碼 |
| West Oak Capital, LLC | 12,892 | $212.7 萬 | 1.08% | −1,345−9.4% | 減碼 |
| Coldstream Capital Management Inc | 12,881 | $212.5 萬 | 0.07% | +247+2.0% | 加碼 |
| Aaron Wealth Advisors | 12,870 | $212.3 萬 | 0.29% | +237+1.9% | 加碼 |
| Greenfield Savings Bank | 12,864 | $212.2 萬 | 1.38% | −40−0.3% | 減碼 |
| BBR Partners, LLC | 12,816 | $211.4 萬 | 0.24% | +47+0.4% | 加碼 |
| Quadrant Capital Group LLC | 12,760 | $210.5 萬 | 0.22% | −87−0.7% | 減碼 |
| Change Path, LLC | 12,733 | $210.0 萬 | 0.10% | +662+5.5% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 12,719 | $209.8 萬 | 0.19% | −137−1.1% | 減碼 |
| Jacobi Capital Management LLC | 12,695 | $209.4 萬 | 0.25% | −155−1.2% | 減碼 |
| QV Investors Inc. | 12,680 | $209.2 萬 | 0.20% | −680−5.1% | 減碼 |
| Ahl Investment Management, Inc. | 12,682 | $209.2 萬 | 1.93% | −580−4.4% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 12,656 | $208.8 萬 | 0.15% | +1,020+8.8% | 加碼 |
| Altshuler Shaham Ltd | 12,607 | $208.0 萬 | 0.05% | −795−5.9% | 減碼 |
| J. Goldman & Co LP | 12,555 | $207.1 萬 | 0.12% | −10,399−45.3% | 減碼 |
| Investment Management Corp of Ontario | 12,546 | $206.9 萬 | 0.09% | −549−4.2% | 減碼 |