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 2 季 13F 持有人
American Express Co 在 2023/6/30 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
- 2,048
- 較 2023 年第 1 季 +8 家
- 持有股數
- 6.20 億
- 較 2023 年第 1 季 −597.4 萬 (−1.0%)
- 總市值
- $1,079 億
- 較 2023 年第 1 季 +$50.6 億 (+4.9%)
- 新進機構
- 134
- 另有 733 家加碼
- 清倉機構
- 126
- 另有 776 家減碼
另有 16 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Flputnam Investment Management Co | 6,153 | $107.2 萬 | 0.03% | +544+9.7% | 加碼 |
| WealthTrust Axiom LLC | 6,153 | $107.2 萬 | 0.36% | 00.0% | 不變 |
| Private Trust Co NA | 6,163 | $107.4 萬 | 0.14% | +1,148+22.9% | 加碼 |
| Hartford Funds Management Co LLC | 6,165 | $107.4 萬 | 0.11% | +719+13.2% | 加碼 |
| Washington Trust Advisors, Inc. | 6,191 | $107.8 萬 | 0.10% | −2,376−27.7% | 減碼 |
| Global Retirement Partners, LLC | 6,217 | $108.3 萬 | 0.05% | −347−5.3% | 減碼 |
| Becker Capital Management Inc | 6,243 | $108.8 萬 | 0.04% | −20−0.3% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 6,359 | $110.8 萬 | 0.26% | −283−4.3% | 減碼 |
| Aurora Private Wealth, Inc. | 6,362 | $110.8 萬 | 1.26% | −297−4.5% | 減碼 |
| S&CO Inc | 6,386 | $111.2 萬 | 0.09% | 00.0% | 不變 |
| Derbend Asset Management | 6,405 | $111.6 萬 | 0.76% | +284+4.6% | 加碼 |
| Mutual Advisors, LLC | 6,409 | $111.6 萬 | 0.04% | +296+4.8% | 加碼 |
| Semper Augustus Investments Group LLC大師Semper Augustus | 6,426 | $111.9 萬 | 0.26% | −92−1.4% | 減碼 |
| SageView Advisory Group, LLC | 6,435 | $112.1 萬 | 0.06% | −1,176−15.5% | 減碼 |
| Mather Group, LLC. | 6,444 | $112.3 萬 | 0.02% | +996+18.3% | 加碼 |
| Davis Investment Partners, LLC | 6,351 | $112.5 萬 | 0.54% | +6,351 | 新進 |
| Mark Stevens | 6,458 | $112.5 萬 | 0.14% | +216+3.5% | 加碼 |
| We Are One Seven, LLC | 6,480 | $112.9 萬 | 0.10% | −571−8.1% | 減碼 |
| Carr Financial Group Corp | 6,480 | $112.9 萬 | 0.45% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 6,528 | $113.7 萬 | 0.10% | +153+2.4% | 加碼 |
| Coronation Fund Managers Ltd. | 6,533 | $113.8 萬 | 0.03% | +78+1.2% | 加碼 |
| IPG Investment Advisors LLC | 6,537 | $113.9 萬 | 0.25% | +5,150+371.3% | 加碼 |
| Duff & Phelps Investment Management Co | 6,555 | $114.2 萬 | 0.01% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 6,565 | $114.5 萬 | 0.10% | −2,163−24.8% | 減碼 |
| Principle Wealth Partners LLC | 6,584 | $114.7 萬 | 0.12% | +225+3.5% | 加碼 |
| Engineers Gate Manager LP | 6,602 | $115.0 萬 | 0.04% | +2,606+65.2% | 加碼 |
| Diligent Investors, LLC | 6,676 | $116.3 萬 | 0.34% | +1,175+21.4% | 加碼 |
| Vetamer Capital Management, L.P. | 6,719 | $117.0 萬 | 1.81% | −3,247−32.6% | 減碼 |
| Baker Tilly Wealth Management, LLC | 6,735 | $117.3 萬 | 0.12% | +360+5.6% | 加碼 |
| Wade G W & Inc | 6,755 | $117.7 萬 | 0.04% | +27+0.4% | 加碼 |
| Busey Wealth Management | 6,769 | $117.9 萬 | 0.05% | −392−5.5% | 減碼 |
| Icon Wealth Partners, LLC | 6,771 | $118.0 萬 | 0.12% | +104+1.6% | 加碼 |
| Segall Bryant & Hamill, LLC | 6,777 | $118.1 萬 | 0.01% | +51+0.8% | 加碼 |
| Penserra Capital Management LLC | 6,799 | $118.3 萬 | 0.02% | +3,895+134.1% | 加碼 |
| Smithfield Trust Co | 6,820 | $118.7 萬 | 0.07% | −322−4.5% | 減碼 |
| CMT Capital Markets Trading GmbH | 6,822 | $118.8 萬 | 0.49% | −2,765−28.8% | 減碼 |
| First Horizon Advisors, Inc. | 6,841 | $119.2 萬 | 0.04% | +2,394+53.8% | 加碼 |
| Patten & Patten Inc | 6,862 | $119.5 萬 | 0.10% | −84−1.2% | 減碼 |
| SOA Wealth Advisors, LLC. | 6,871 | $119.7 萬 | 0.28% | −42−0.6% | 減碼 |
| Piscataqua Savings Bank | 6,877 | $119.8 萬 | 0.98% | 00.0% | 不變 |
| Citadel Investment Advisory, Inc. | 6,884 | $119.9 萬 | 0.78% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 6,888 | $120.0 萬 | 0.03% | −14,834−68.3% | 減碼 |
| Beacon Financial Group | 6,972 | $120.0 萬 | 0.16% | +70+1.0% | 加碼 |
| SRN Advisors, LLC | 6,906 | $120.3 萬 | 1.07% | −650−8.6% | 減碼 |
| NFJ Investment Group, LLC | 6,929 | $120.7 萬 | 0.03% | −2,629−27.5% | 減碼 |
| Trust Asset Management LLC | 6,944 | $121.0 萬 | 0.13% | 00.0% | 不變 |
| Ritholtz Wealth Management | 6,964 | $121.3 萬 | 0.05% | −18−0.3% | 減碼 |
| Levin Capital Strategies, L.P. | 6,964 | $121.3 萬 | 0.14% | +1,900+37.5% | 加碼 |
| Townsend & Associates, Inc | 7,318 | $121.8 萬 | 0.31% | +578+8.6% | 加碼 |
| Edentree Asset Management Ltd | 7,000 | $121.9 萬 | 0.42% | +7,000 | 新進 |
| Telemus Capital, LLC | 6,999 | $121.9 萬 | 0.10% | −116−1.6% | 減碼 |
| McAdam, LLC | 7,064 | $123.1 萬 | 0.10% | +153+2.2% | 加碼 |
| Insight Advisors, LLC | 7,077 | $123.3 萬 | 0.28% | −11−0.2% | 減碼 |
| Ameritas Investment Partners, Inc. | 7,077 | $123.3 萬 | 0.05% | −254−3.5% | 減碼 |
| Transatlantique Private Wealth LLC | 7,128 | $124.2 萬 | 0.65% | −15−0.2% | 減碼 |
| Van Strum & Towne Inc. | 7,140 | $124.4 萬 | 0.51% | 00.0% | 不變 |
| Veracity Capital LLC | 7,172 | $124.9 萬 | 0.53% | +10+0.1% | 加碼 |
| Clarius Group, LLC | 7,191 | $125.3 萬 | 0.10% | −136−1.9% | 減碼 |
| Symmetry Partners, LLC | 7,193 | $125.3 萬 | 0.07% | +376+5.5% | 加碼 |
| Connolly Sarah T. | 7,200 | $125.4 萬 | 0.76% | −85−1.2% | 減碼 |
| Balentine LLC | 7,200 | $125.4 萬 | 0.04% | +8+0.1% | 加碼 |
| Fort Point Capital Partners LLC | 7,212 | $125.6 萬 | 0.19% | +15+0.2% | 加碼 |
| Cigna Investments Inc | 7,215 | $125.7 萬 | 0.23% | −58−0.8% | 減碼 |
| Lee Danner & Bass Inc | 7,223 | $125.8 萬 | 0.11% | +12+0.2% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 7,240 | $126.1 萬 | 0.09% | 00.0% | 不變 |
| Monte Financial Group, LLC | 7,249 | $126.3 萬 | 0.62% | +83+1.2% | 加碼 |
| Auxier Asset Management | 7,273 | $126.7 萬 | 0.21% | 00.0% | 不變 |
| YHB Investment Advisors, Inc. | 7,287 | $126.9 萬 | 0.12% | +75+1.0% | 加碼 |
| Foundations Investment Advisors, LLC | 7,292 | $127.0 萬 | 0.04% | +3,235+79.7% | 加碼 |
| ING Groep NV | 7,337 | $127.8 萬 | 0.01% | −9,531−56.5% | 減碼 |
| Woodstock Corp | 7,350 | $128.0 萬 | 0.15% | −888−10.8% | 減碼 |
| Caldwell Sutter Capital, Inc. | 7,352 | $128.1 萬 | 0.67% | +7,312+18,280.0% | 加碼 |
| Karpas Strategies, LLC | 7,395 | $128.8 萬 | 0.43% | −341−4.4% | 減碼 |
| Lumature Wealth Partners, LLC | 7,410 | $129.1 萬 | 0.77% | −43−0.6% | 減碼 |
| Signature Wealth Management Group | 7,425 | $129.3 萬 | 0.60% | −175−2.3% | 減碼 |
| Joel Isaacson & Co., LLC | 7,433 | $129.5 萬 | 0.09% | 00.0% | 不變 |
| Ascent Group, LLC | 7,829 | $129.9 萬 | 0.14% | −147−1.8% | 減碼 |
| Chesapeake Wealth Management | 7,488 | $130.4 萬 | 0.51% | −107−1.4% | 減碼 |
| AXS Investments LLC | 7,556 | $131.6 萬 | 0.35% | +706+10.3% | 加碼 |
| Associated Banc-Corp | 7,606 | $132.5 萬 | 0.05% | −62−0.8% | 減碼 |
| Paradigm Financial Partners, LLC | 7,608 | $132.5 萬 | 0.36% | +444+6.2% | 加碼 |
| Beach Investment Counsel Inc | 7,633 | $133.0 萬 | 0.16% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 7,683 | $133.8 萬 | 0.03% | −826−9.7% | 減碼 |
| Bank of Hawaii | 7,689 | $133.9 萬 | 0.07% | −30.0% | 減碼 |
| Summit Trail Advisors, LLC | 7,710 | $134.3 萬 | 0.05% | +1,809+30.7% | 加碼 |
| Natixis | 7,720 | $134.5 萬 | 0.01% | +7,720 | 新進 |
| Fund Management at Engine No. 1 LLC | 7,741 | $134.8 萬 | 0.25% | +520+7.2% | 加碼 |
| Qtron Investments LLC | 7,759 | $135.2 萬 | 0.26% | −1,319−14.5% | 減碼 |
| Wealth Advisors, Inc. | 7,786 | $135.7 萬 | 0.58% | 00.0% | 不變 |
| Intellectus Partners, LLC | 7,812 | $136.1 萬 | 0.41% | +450+6.1% | 加碼 |
| Community Bank, N.A. | 7,865 | $137.0 萬 | 0.18% | −153−1.9% | 減碼 |
| Veriti Management LLC | 7,909 | $137.8 萬 | 0.15% | −1,653−17.3% | 減碼 |
| Excalibur Management Corp | 7,911 | $137.8 萬 | 0.70% | −150−1.9% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 7,933 | $138.2 萬 | 0.47% | −227−2.8% | 減碼 |
| Greenwood Gearhart Inc | 7,958 | $138.6 萬 | 0.16% | −65−0.8% | 減碼 |
| RFG Advisory, LLC | 7,976 | $138.9 萬 | 0.06% | −18−0.2% | 減碼 |
| Stokes Family Office, LLC | 7,999 | $139.3 萬 | 0.16% | +87+1.1% | 加碼 |
| Union Heritage Capital, LLC | 8,000 | $139.4 萬 | 0.75% | 00.0% | 不變 |
| Pitcairn Co | 8,009 | $139.5 萬 | 0.12% | −64−0.8% | 減碼 |
| EFG Asset Management (North America) Corp. | 8,080 | $140.7 萬 | 0.30% | −2,945−26.7% | 減碼 |