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 |
|---|---|---|---|---|---|
| McMillion Capital Management Inc | 8,090 | $140.9 萬 | 1.25% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 8,101 | $141.1 萬 | 0.06% | −130−1.6% | 減碼 |
| Triad Investment Management | 8,138 | $141.8 萬 | 1.97% | 00.0% | 不變 |
| Evoke Wealth, LLC | 8,145 | $141.9 萬 | 0.05% | +159+2.0% | 加碼 |
| FineMark National Bank & Trust | 8,190 | $142.7 萬 | 0.06% | −391−4.6% | 減碼 |
| Anchor Investment Management, LLC | 8,196 | $142.8 萬 | 0.18% | −2,025−19.8% | 減碼 |
| Lazard Freres Gestion S.A.S. | 8,285 | $143.2 萬 | 0.04% | −530−6.0% | 減碼 |
| Grimes & Company, Inc. | 8,221 | $143.2 萬 | 0.05% | −45−0.5% | 減碼 |
| Tudor Investment Corp Et Al | 8,230 | $143.4 萬 | 0.02% | +8,230 | 新進 |
| Palisade Asset Management, LLC | 8,248 | $143.7 萬 | 0.17% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 8,254 | $143.8 萬 | 0.07% | +318+4.0% | 加碼 |
| Osborne Partners Capital Management, LLC | 8,261 | $143.9 萬 | 0.10% | −53−0.6% | 減碼 |
| Rathbone Brothers plc | 8,276 | $144.2 萬 | 0.01% | −281−3.3% | 減碼 |
| Massmutual Trust Co FSB | 8,277 | $144.2 萬 | 0.05% | +70+0.9% | 加碼 |
| Insigneo Advisory Services, LLC | 8,308 | $144.7 萬 | 0.28% | +4,392+112.2% | 加碼 |
| Boltwood Capital Management | 8,325 | $145.0 萬 | 0.52% | −55−0.7% | 減碼 |
| Oldfather Financial Services, LLC | 8,326 | $145.0 萬 | 0.71% | −300−3.5% | 減碼 |
| BancorpSouth Bank | 8,326 | $145.0 萬 | 0.13% | +888+11.9% | 加碼 |
| Citizens National Bank Trust Department | 8,371 | $145.8 萬 | 0.39% | +5,476+189.2% | 加碼 |
| Amarillo National Bank | 8,374 | $145.9 萬 | 0.28% | −15−0.2% | 減碼 |
| Altshuler Shaham Ltd | 8,384 | $146.0 萬 | 0.03% | −4,223−33.5% | 減碼 |
| Harbor Capital Advisors, Inc. | 8,391 | $146.2 萬 | 0.29% | 00.0% | 不變 |
| Invst, LLC | 8,477 | $147.7 萬 | 0.21% | −69−0.8% | 減碼 |
| Hiddenite Capital Partners LP | 8,500 | $148.1 萬 | 1.90% | +8,500 | 新進 |
| Rothschild Investment Corp | 8,510 | $148.3 萬 | 0.12% | +118+1.4% | 加碼 |
| Investors Asset Management of Georgia Inc | 8,550 | $148.9 萬 | 0.77% | 00.0% | 不變 |
| Strategic Investment Advisors | 8,575 | $149.4 萬 | 0.21% | −68−0.8% | 減碼 |
| United Asset Strategies, Inc. | 8,582 | $149.5 萬 | 0.19% | +23+0.3% | 加碼 |
| Coastal Bridge Advisors, LLC | 8,615 | $150.1 萬 | 0.37% | +62+0.7% | 加碼 |
| Howard Capital Management Group, LLC | 8,615 | $150.1 萬 | 0.14% | 00.0% | 不變 |
| DoubleLine ETF Adviser LP | 8,619 | $150.1 萬 | 0.55% | +194+2.3% | 加碼 |
| Wedmont Private Capital | 8,677 | $150.5 萬 | 0.16% | +2,024+30.4% | 加碼 |
| HBK Sorce Advisory LLC | 8,645 | $150.6 萬 | 0.06% | −70−0.8% | 減碼 |
| Taylor Frigon Capital Management LLC | 8,652 | $150.7 萬 | 0.74% | −72−0.8% | 減碼 |
| Walter & Keenan Financial Consulting Co | 8,656 | $150.8 萬 | 0.55% | −101−1.2% | 減碼 |
| Western Wealth Management, LLC | 8,677 | $151.1 萬 | 0.13% | −49−0.6% | 減碼 |
| Center for Financial Planning, Inc. | 8,732 | $152.1 萬 | 0.32% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 8,758 | $152.6 萬 | 0.06% | +196+2.3% | 加碼 |
| Beaumont Financial Advisors, LLC | 8,760 | $152.6 萬 | 0.14% | +116+1.3% | 加碼 |
| Barden Capital Management, Inc. | 8,778 | $152.9 萬 | 1.68% | −1,211−12.1% | 減碼 |
| Simmons Bank | 8,782 | $153.0 萬 | 0.13% | −108−1.2% | 減碼 |
| Jones Financial Companies LLLP | 8,791 | $153.1 萬 | 0.00% | −327−3.6% | 減碼 |
| Merit Financial Group, LLC | 8,849 | $154.1 萬 | 0.05% | +1,255+16.5% | 加碼 |
| Berkshire Asset Management LLC | 8,877 | $154.6 萬 | 0.09% | +10.0% | 加碼 |
| Equitable Holdings, Inc. | 8,882 | $154.7 萬 | 0.02% | +3,941+79.8% | 加碼 |
| RNC Capital Management LLC | 8,884 | $154.8 萬 | 0.09% | −1,010−10.2% | 減碼 |
| Ingalls & Snyder LLC | 8,950 | $155.9 萬 | 0.08% | +750+9.1% | 加碼 |
| Argent Advisors, Inc. | 8,958 | $156.0 萬 | 0.72% | +254+2.9% | 加碼 |
| J.W. Cole Advisors, Inc. | 8,967 | $156.2 萬 | 0.11% | −2,155−19.4% | 減碼 |
| F/M Investments LLC | 9,028 | $157.3 萬 | 1.16% | +9,028 | 新進 |
| Fulton Bank, N.A. | 9,041 | $157.5 萬 | 0.08% | −20−0.2% | 減碼 |
| Hyman Charles D | 9,048 | $157.6 萬 | 0.10% | 00.0% | 不變 |
| FDx Advisors, Inc. | 9,066 | $157.9 萬 | 0.09% | −739−7.5% | 減碼 |
| Blue Zone Wealth Advisors, LLC | 9,108 | $158.7 萬 | 0.73% | 00.0% | 不變 |
| TAGStone Capital, Inc. | 9,111 | $158.7 萬 | 1.14% | +37+0.4% | 加碼 |
| Advisory Research Inc | 9,141 | $159.2 萬 | 0.20% | +1,079+13.4% | 加碼 |
| Cape Cod Five Cents Savings Bank | 9,152 | $159.4 萬 | 0.17% | −34−0.4% | 減碼 |
| Hartline Investment Corp | 9,181 | $159.9 萬 | 0.27% | 00.0% | 不變 |
| Northern Financial Advisors Inc | 9,204 | $160.3 萬 | 1.41% | +406+4.6% | 加碼 |
| CenterBook Partners LP | 9,229 | $160.8 萬 | 0.20% | −14,594−61.3% | 減碼 |
| Laffer Tengler Investments | 9,239 | $160.9 萬 | 0.43% | +350+3.9% | 加碼 |
| Signet Investment Advisory Group, Inc. | 9,250 | $161.1 萬 | 1.06% | −650−6.6% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 9,263 | $161.4 萬 | 0.20% | 00.0% | 不變 |
| Insight Wealth Strategies, LLC | 9,267 | $161.4 萬 | 0.31% | +18+0.2% | 加碼 |
| Trustco Bank Corp N Y | 9,284 | $161.7 萬 | 1.74% | +73+0.8% | 加碼 |
| Kathleen S. Wright Associates Inc. | 9,299 | $162.0 萬 | 1.03% | −5,900−38.8% | 減碼 |
| NTV Asset Management LLC | 9,310 | $162.2 萬 | 0.28% | +625+7.2% | 加碼 |
| VisionPoint Advisory Group, LLC | 9,310 | $162.2 萬 | 0.66% | +530+6.0% | 加碼 |
| Woodmont Investment Counsel LLC | 9,318 | $162.3 萬 | 0.17% | −300−3.1% | 減碼 |
| Beacon Investment Advisors LLC | 9,328 | $162.5 萬 | 1.11% | +6,138+192.4% | 加碼 |
| Gateway Investment Advisers LLC | 9,349 | $162.9 萬 | 0.02% | −117−1.2% | 減碼 |
| Berkshire Bank | 9,446 | $164.5 萬 | 0.45% | +81+0.9% | 加碼 |
| Carl P. Sherr & Co., LLC | 9,545 | $166.3 萬 | 1.09% | +20.0% | 加碼 |
| Applied Capital LLC | 9,584 | $167.0 萬 | 1.58% | −30.0% | 減碼 |
| HRT Financial LP | 9,615 | $167.4 萬 | 0.02% | +9,615 | 新進 |
| Linker Capital Management Inc. | 9,650 | $168.1 萬 | 1.77% | 00.0% | 不變 |
| Badgley Phelps Wealth Managers, LLC | 9,680 | $168.6 萬 | 0.06% | +8,005+477.9% | 加碼 |
| Moors & Cabot, Inc. | 9,680 | $168.6 萬 | 0.11% | −1,387−12.5% | 減碼 |
| FOCUS Wealth Advisors, LLC | 9,690 | $168.8 萬 | 1.14% | −1,007−9.4% | 減碼 |
| Institute for Wealth Management, LLC. | 9,705 | $169.1 萬 | 0.30% | −61−0.6% | 減碼 |
| Chicago Capital, LLC | 9,849 | $171.6 萬 | 0.08% | 00.0% | 不變 |
| Knuff & Co LLC | 9,855 | $171.7 萬 | 0.64% | 00.0% | 不變 |
| Everett Harris & Co | 9,881 | $172.1 萬 | 0.03% | +42+0.4% | 加碼 |
| Bigelow Investment Advisors, LLC | 9,946 | $173.3 萬 | 0.95% | +323+3.4% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 10,017 | $174.5 萬 | 0.25% | −80,703−89.0% | 減碼 |
| Cunning Capital Partners, LP | 0 | $175.4 萬 | 1.11% | −10,070−100.0% | 減碼 |
| Mission Wealth Management, LP | 10,093 | $175.8 萬 | 0.07% | +542+5.7% | 加碼 |
| Ziegler Capital Management, LLC | 10,112 | $176.2 萬 | 0.07% | +173+1.7% | 加碼 |
| Pinnacle Wealth Management, LLC | 10,142 | $176.7 萬 | 1.78% | +10,142 | 新進 |
| Constitution Capital LLC | 10,150 | $176.8 萬 | 1.01% | −4,250−29.5% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 10,249 | $178.5 萬 | 0.49% | +1,228+13.6% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 10,278 | $179.0 萬 | 0.11% | +3,435+50.2% | 加碼 |
| Schechter Investment Advisors, LLC | 10,281 | $179.1 萬 | 0.16% | −320−3.0% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 10,351 | $180.3 萬 | 0.09% | +9+0.1% | 加碼 |
| Csenge Advisory Group | 10,369 | $180.6 萬 | 0.12% | +207+2.0% | 加碼 |
| Inlet Private Wealth, LLC | 10,385 | $180.9 萬 | 0.46% | 00.0% | 不變 |
| Guardian Capital LP | 10,388 | $181.0 萬 | 0.06% | 00.0% | 不變 |
| Moloney Securities Asset Management, LLC | 10,403 | $181.2 萬 | 0.32% | +2,100+25.3% | 加碼 |
| Penobscot Investment Management Company, Inc. | 10,405 | $181.3 萬 | 0.30% | +120+1.2% | 加碼 |
| Wintrust Investments LLC | 10,463 | $182.3 萬 | 0.18% | −440−4.0% | 減碼 |