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 |
|---|---|---|---|---|---|
| Wolf Group Capital Advisors | 11,215 | $182.5 萬 | 0.91% | −691−5.8% | 減碼 |
| Vinva Investment Management Ltd | 10,607 | $182.5 萬 | 0.16% | −1,795−14.5% | 減碼 |
| Silicon Hills Wealth Management, LLC | 10,480 | $182.6 萬 | 1.03% | 00.0% | 不變 |
| Sigma Planning Corp | 10,512 | $183.1 萬 | 0.07% | −469−4.3% | 減碼 |
| Meeder Advisory Services, Inc. | 10,572 | $184.2 萬 | 0.20% | +108+1.0% | 加碼 |
| Horizon Investments, LLC | 10,653 | $184.9 萬 | 0.05% | −2,404−18.4% | 減碼 |
| Vise Technologies, Inc. | 10,642 | $185.4 萬 | 0.45% | +332+3.2% | 加碼 |
| Sequoia Financial Advisors, LLC | 10,701 | $186.4 萬 | 0.03% | −667−5.9% | 減碼 |
| Sawgrass Asset Management LLC | 10,710 | $186.6 萬 | 0.23% | 00.0% | 不變 |
| KWB Wealth | 10,712 | $186.6 萬 | 0.30% | +315+3.0% | 加碼 |
| TrimTabs Asset Management, LLC | 10,753 | $187.3 萬 | 0.94% | +475+4.6% | 加碼 |
| Bailard, Inc. | 10,818 | $188.4 萬 | 0.07% | −594−5.2% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 10,820 | $188.5 萬 | 0.25% | +163+1.5% | 加碼 |
| Plimoth Trust Co LLC | 10,836 | $188.8 萬 | 0.56% | +1,064+10.9% | 加碼 |
| BNC Wealth Management, LLC | 10,867 | $189.3 萬 | 1.00% | +9,020+488.4% | 加碼 |
| MainStreet Investment Advisors LLC | 10,895 | $189.8 萬 | 0.21% | −288−2.6% | 減碼 |
| Scotia Capital Inc. | 10,900 | $189.9 萬 | 0.01% | +1,097+11.2% | 加碼 |
| Sowell Financial Services LLC | 10,904 | $189.9 萬 | 0.11% | +5,602+105.7% | 加碼 |
| Parallel Advisors, LLC | 10,932 | $190.4 萬 | 0.06% | −1,478−11.9% | 減碼 |
| Signaturefd, LLC | 10,936 | $190.5 萬 | 0.05% | +606+5.9% | 加碼 |
| Gifford Fong Associates | 11,000 | $191.6 萬 | 0.45% | 00.0% | 不變 |
| St. Johns Investment Management Company, LLC | 11,013 | $191.8 萬 | 1.04% | +223+2.1% | 加碼 |
| PEAK6 Investments LLC | 11,049 | $192.5 萬 | 0.16% | −49,337−81.7% | 減碼 |
| Argus Investors' Counsel, Inc. | 11,140 | $194.1 萬 | 1.35% | +259+2.4% | 加碼 |
| Private Wealth Partners, LLC | 11,213 | $195.3 萬 | 0.18% | 00.0% | 不變 |
| Profund Advisors LLC | 11,287 | $196.6 萬 | 0.11% | −232−2.0% | 減碼 |
| Aptus Capital Advisors, LLC | 11,316 | $197.1 萬 | 0.06% | +603+5.6% | 加碼 |
| IFG Advisory, LLC | 11,319 | $197.2 萬 | 0.17% | −402−3.4% | 減碼 |
| Colonial Trust Co | 11,323 | $197.2 萬 | 0.47% | +484+4.5% | 加碼 |
| Buttonwood Financial Advisors Inc. | 11,335 | $197.5 萬 | 1.24% | −43−0.4% | 減碼 |
| SOL Capital Management CO | 11,403 | $198.6 萬 | 0.30% | 00.0% | 不變 |
| Stamos Capital Partners, L.P. | 11,410 | $198.8 萬 | 0.46% | −1,050−8.4% | 減碼 |
| Stock Yards Bank & Trust Co | 11,457 | $199.6 萬 | 0.07% | −370−3.1% | 減碼 |
| Aristotle Capital Management, LLC | 11,530 | $200.9 萬 | 0.00% | 00.0% | 不變 |
| Lowe Brockenbrough & Co Inc | 11,532 | $200.9 萬 | 0.15% | −16−0.1% | 減碼 |
| Arcus Capital Partners, LLC | 11,583 | $201.8 萬 | 0.60% | 00.0% | 不變 |
| Lindsell Train Ltd大師Lindsell Train | 11,600 | $202.0 萬 | 0.04% | 00.0% | 不變 |
| Herbst Group, LLC | 11,600 | $202.1 萬 | 1.40% | +100+0.9% | 加碼 |
| Caldwell Trust Co | 11,645 | $202.9 萬 | 0.26% | −213−1.8% | 減碼 |
| Fruth Investment Management | 11,650 | $202.9 萬 | 0.58% | −100−0.9% | 減碼 |
| BKD Wealth Advisors, LLC | 11,660 | $203.1 萬 | 0.06% | +1,744+17.6% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 11,696 | $203.7 萬 | 0.59% | +27+0.2% | 加碼 |
| Pinnacle Holdings, LLC | 11,699 | $203.8 萬 | 0.91% | +604+5.4% | 加碼 |
| BLB&B Advisors, LLC | 11,761 | $204.9 萬 | 0.14% | −130−1.1% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 11,762 | $204.9 萬 | 0.08% | −957−7.5% | 減碼 |
| Bull Street Advisors, LLC | 11,792 | $205.4 萬 | 1.05% | 00.0% | 不變 |
| Doheny Asset Management | 11,853 | $206.5 萬 | 1.77% | −50−0.4% | 減碼 |
| Independent Investors Inc | 12,000 | $209.0 萬 | 0.48% | 00.0% | 不變 |
| Haverford Trust Co | 12,024 | $209.5 萬 | 0.02% | −1,418−10.5% | 減碼 |
| CoreCap Advisors, LLC | 12,064 | $210.2 萬 | 0.15% | +12,064 | 新進 |
| QV Investors Inc. | 12,070 | $210.3 萬 | 0.19% | −610−4.8% | 減碼 |
| Gladstone Institutional Advisory LLC | 12,101 | $210.8 萬 | 0.13% | +205+1.7% | 加碼 |
| Change Path, LLC | 12,135 | $211.4 萬 | 0.10% | −598−4.7% | 減碼 |
| Montag A & Associates Inc | 12,146 | $211.6 萬 | 0.13% | 00.0% | 不變 |
| True North Advisors, LLC | 12,150 | $211.7 萬 | 0.60% | +1,150+10.5% | 加碼 |
| Valueworks LLC | 12,220 | $212.9 萬 | 0.77% | −208−1.7% | 減碼 |
| Personal Cfo Solutions, LLC | 12,252 | $213.4 萬 | 0.43% | −680−5.3% | 減碼 |
| Cito Capital Group, LLC | 12,300 | $214.3 萬 | 0.98% | 00.0% | 不變 |
| KCM Investment Advisors LLC | 12,371 | $215.5 萬 | 0.09% | −1,463−10.6% | 減碼 |
| Caliber Wealth Management, LLC | 12,408 | $216.2 萬 | 1.45% | +536+4.5% | 加碼 |
| Welch Group, LLC | 12,430 | $216.5 萬 | 0.12% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 12,511 | $217.9 萬 | 0.07% | −370−2.9% | 減碼 |
| Aviance Capital Partners, LLC | 12,536 | $218.4 萬 | 0.46% | −60.0% | 減碼 |
| Essex Investment Management Co LLC | 12,597 | $219.4 萬 | 0.31% | −1,726−12.1% | 減碼 |
| Lincoln National Corp | 12,620 | $219.8 萬 | 0.04% | +554+4.6% | 加碼 |
| Trust Co of Toledo NA | 12,632 | $220.0 萬 | 0.37% | +2,880+29.5% | 加碼 |
| Jacobi Capital Management LLC | 12,654 | $220.4 萬 | 0.25% | −41−0.3% | 減碼 |
| Quadrant Capital Group LLC | 12,675 | $220.8 萬 | 0.22% | −85−0.7% | 減碼 |
| Ahl Investment Management, Inc. | 12,691 | $221.1 萬 | 1.96% | +9+0.1% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 12,697 | $221.2 萬 | 0.01% | −1,809−12.5% | 減碼 |
| Two Sigma Investments, LP | 12,700 | $221.2 萬 | 0.01% | −818,292−98.5% | 減碼 |
| Insight Inv LLC | 12,761 | $222.3 萬 | 2.29% | +755+6.3% | 加碼 |
| BBR Partners, LLC | 12,769 | $222.4 萬 | 0.25% | −47−0.4% | 減碼 |
| Bridgeway Capital Management, LLC | 12,788 | $222.8 萬 | 0.05% | +12,788 | 新進 |
| Warren Averett Asset Management, LLC | 12,791 | $222.8 萬 | 0.10% | +10,511+461.0% | 加碼 |
| Xcel Wealth Management, LLC | 12,823 | $223.4 萬 | 0.71% | +300+2.4% | 加碼 |
| Smith, Salley & Associates | 12,897 | $224.7 萬 | 0.17% | +429+3.4% | 加碼 |
| Adviser Investments LLC | 12,909 | $224.9 萬 | 0.05% | +1,645+14.6% | 加碼 |
| Greenfield Savings Bank | 12,954 | $225.7 萬 | 1.53% | +90+0.7% | 加碼 |
| Aaron Wealth Advisors | 12,963 | $225.8 萬 | 0.29% | +93+0.7% | 加碼 |
| CAPROCK Group, Inc. | 13,007 | $226.6 萬 | 0.17% | +604+4.9% | 加碼 |
| South State Corp. | 13,044 | $227.2 萬 | 0.20% | +23+0.2% | 加碼 |
| Ballentine Partners, LLC | 13,049 | $227.3 萬 | 0.05% | −1,121−7.9% | 減碼 |
| Madison Wealth Management | 13,057 | $227.5 萬 | 0.46% | +99+0.8% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 13,085 | $227.9 萬 | 0.15% | +429+3.4% | 加碼 |
| West Oak Capital, LLC | 13,140 | $228.9 萬 | 1.11% | +248+1.9% | 加碼 |
| Moneta Group Investment Advisors LLC | 13,140 | $228.9 萬 | 0.05% | +244+1.9% | 加碼 |
| NewEdge Wealth, LLC | 13,161 | $229.3 萬 | 0.08% | +11,577+730.9% | 加碼 |
| Resources Investment Advisors, LLC. | 13,162 | $229.3 萬 | 0.05% | −3,514−21.1% | 減碼 |
| Valeo Financial Advisors, LLC | 13,164 | $229.3 萬 | 0.10% | −1,841−12.3% | 減碼 |
| Traverso Chambers Private Wealth Management, LLC | 13,195 | $229.9 萬 | 0.60% | −50.0% | 減碼 |
| Private Asset Management Inc | 13,200 | $229.9 萬 | 0.44% | −80−0.6% | 減碼 |
| Fairfield, Bush & Co. | 13,230 | $230.5 萬 | 0.63% | +1,800+15.7% | 加碼 |
| Quantinno Capital Management LP | 13,319 | $232.0 萬 | 0.13% | +818+6.5% | 加碼 |
| Benedict Financial Advisors Inc | 13,370 | $232.9 萬 | 0.64% | −32−0.2% | 減碼 |
| Sawyer & Company, Inc | 13,470 | $234.6 萬 | 1.07% | −20−0.1% | 減碼 |
| Alps Advisors Inc | 13,473 | $234.7 萬 | 0.02% | +1,242+10.2% | 加碼 |
| Fort Sheridan Advisors LLC | 13,532 | $235.7 萬 | 0.54% | 00.0% | 不變 |
| Godshalk Welsh Capital Management, Inc. | 13,545 | $236.0 萬 | 1.62% | −125−0.9% | 減碼 |
| Invesco, LLC | 13,555 | $236.1 萬 | 1.16% | +13,555 | 新進 |