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 |
|---|---|---|---|---|---|
| TCTC Holdings, LLC | 13,630 | $237.4 萬 | 0.09% | −8−0.1% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 13,633 | $237.5 萬 | 0.23% | +10.0% | 加碼 |
| Columbia Asset Management | 13,696 | $238.6 萬 | 0.51% | −476−3.4% | 減碼 |
| Boston Family Office LLC | 13,762 | $239.8 萬 | 0.18% | +720+5.5% | 加碼 |
| Bleakley Financial Group, LLC | 13,780 | $240.0 萬 | 0.07% | −429−3.0% | 減碼 |
| C2C Wealth Management, LLC | 13,674 | $240.5 萬 | 0.32% | −85−0.6% | 減碼 |
| Webster Bank, N. A. | 13,969 | $243.3 萬 | 0.31% | +2,952+26.8% | 加碼 |
| Investment Advisory Services Inc | 14,070 | $245.1 萬 | 1.03% | +65+0.5% | 加碼 |
| Avantax Advisory Services, Inc. | 14,072 | $245.1 萬 | 0.03% | −956−6.4% | 減碼 |
| First Dallas Securities Inc. | 14,181 | $247.0 萬 | 1.38% | −1,498−9.6% | 減碼 |
| Evercore Wealth Management, LLC | 14,295 | $249.0 萬 | 0.05% | −824−5.5% | 減碼 |
| Condor Capital Management | 14,670 | $255.6 萬 | 0.31% | −414−2.7% | 減碼 |
| Peoples Financial Services Corp. | 14,693 | $256.0 萬 | 1.15% | −430−2.8% | 減碼 |
| Kanawha Capital Management LLC | 14,758 | $257.1 萬 | 0.24% | −40−0.3% | 減碼 |
| Grandfield & Dodd, LLC | 14,758 | $257.1 萬 | 0.18% | −3,525−19.3% | 減碼 |
| Cornerstone Advisors, LLC | 14,800 | $257.8 萬 | 0.12% | +14,800 | 新進 |
| Park Avenue Securities LLC | 14,817 | $258.1 萬 | 0.04% | −590−3.8% | 減碼 |
| Intrinsic Value Partners, LLC | 14,853 | $258.7 萬 | 3.26% | −50−0.3% | 減碼 |
| Eads & Heald Wealth Management | 14,873 | $259.1 萬 | 1.27% | −795−5.1% | 減碼 |
| Geo Capital Gestora de Recursos Ltd | 14,880 | $259.2 萬 | 2.01% | +8,316+126.7% | 加碼 |
| Empower Advisory Group, LLC | 14,887 | $259.3 萬 | 0.01% | +1,773+13.5% | 加碼 |
| Kiwi Wealth Investments Limited Partnership | 14,978 | $260.9 萬 | 0.16% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 14,998 | $261.3 萬 | 0.23% | +479+3.3% | 加碼 |
| Vestcor Inc | 15,018 | $261.6 萬 | 0.10% | −43−0.3% | 減碼 |
| American Trust | 15,026 | $261.8 萬 | 0.18% | +1,114+8.0% | 加碼 |
| Toroso Investments, LLC | 15,131 | $262.4 萬 | 0.08% | −2,904−16.1% | 減碼 |
| Twin Capital Management Inc | 15,067 | $262.5 萬 | 0.34% | −5,239−25.8% | 減碼 |
| Tower Bridge Advisors | 15,127 | $263.5 萬 | 0.24% | −1,050−6.5% | 減碼 |
| Siemens Fonds Invest GmbH | 15,210 | $263.7 萬 | 0.26% | 00.0% | 不變 |
| Buckingham Strategic Wealth, LLC | 15,171 | $264.3 萬 | 0.04% | −1,082−6.7% | 減碼 |
| Sawtooth Solutions, LLC | 15,193 | $264.7 萬 | 0.07% | −3,959−20.7% | 減碼 |
| Lincoln Capital LLC | 15,316 | $266.8 萬 | 0.69% | +1,313+9.4% | 加碼 |
| Bell & Brown Wealth Advisors, LLC | 15,422 | $268.7 萬 | 1.34% | −143−0.9% | 減碼 |
| Pettee Investors, Inc. | 15,456 | $269.2 萬 | 1.22% | +665+4.5% | 加碼 |
| Northstar Advisory Group, LLC | 15,487 | $269.8 萬 | 1.76% | +840+5.7% | 加碼 |
| Glenview Trust Co | 15,530 | $270.5 萬 | 0.07% | −140−0.9% | 減碼 |
| Compass Wealth Management LLC | 15,609 | $271.9 萬 | 0.82% | +25+0.2% | 加碼 |
| Warther Private Wealth, LLC | 15,620 | $272.1 萬 | 1.85% | +1,242+8.6% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 15,746 | $274.3 萬 | 0.30% | −199−1.2% | 減碼 |
| William Allan, LLC | 15,816 | $275.5 萬 | 2.11% | +230+1.5% | 加碼 |
| Arjuna Capital | 15,818 | $275.5 萬 | 0.98% | +10,415+192.8% | 加碼 |
| Everence Capital Management Inc | 17,474 | $277.1 萬 | 0.23% | 00.0% | 不變 |
| Moody National Bank Trust Division | 15,940 | $277.7 萬 | 0.19% | +268+1.7% | 加碼 |
| Bank of Stockton | 15,966 | $278.1 萬 | 0.96% | +70+0.4% | 加碼 |
| Brave Asset Management Inc | 15,996 | $278.7 萬 | 0.82% | 00.0% | 不變 |
| L & S Advisors Inc | 16,012 | $278.9 萬 | 0.37% | +16,012 | 新進 |
| Brookstone Capital Management | 16,448 | $279.3 萬 | 0.06% | −787−4.6% | 減碼 |
| Buckingham Capital Management, Inc. | 16,124 | $280.9 萬 | 0.42% | +574+3.7% | 加碼 |
| Empire Financial Management Company, LLC | 16,145 | $281.3 萬 | 1.12% | −1,049−6.1% | 減碼 |
| Mirador Capital Partners LP | 16,180 | $281.9 萬 | 0.67% | +13,658+541.6% | 加碼 |
| Americana Partners, LLC | 16,235 | $282.8 萬 | 0.36% | −3,518−17.8% | 減碼 |
| Davy Global Fund Management Ltd | 16,488 | $287.2 萬 | 0.55% | +432+2.7% | 加碼 |
| Intact Investment Management Inc. | 16,500 | $287.4 萬 | 0.12% | +16,500 | 新進 |
| Wilbanks Smith & Thomas Asset Management LLC | 16,506 | $287.5 萬 | 0.09% | −285−1.7% | 減碼 |
| Impax Asset Management Group plc | 16,593 | $289.1 萬 | 0.01% | −67−0.4% | 減碼 |
| Credit Agricole S A | 16,677 | $290.5 萬 | 0.09% | +214+1.3% | 加碼 |
| NVWM, LLC | 16,682 | $290.6 萬 | 0.94% | +527+3.3% | 加碼 |
| Ostrum Asset Management | 16,684 | $290.6 萬 | 0.24% | −595−3.4% | 減碼 |
| Nemes Rush Group LLC | 16,810 | $292.8 萬 | 0.52% | +16,810 | 新進 |
| Resonant Capital Advisors, LLC | 16,852 | $293.6 萬 | 0.32% | +1,496+9.7% | 加碼 |
| Acadian Asset Management LLC | 16,961 | $295.2 萬 | 0.01% | −3,304−16.3% | 減碼 |
| Pring Turner Capital Group Inc | 17,015 | $296.4 萬 | 2.72% | 00.0% | 不變 |
| Canandaigua National Bank & Trust Co | 17,021 | $296.5 萬 | 0.48% | −343−2.0% | 減碼 |
| Lodestone Wealth Management LLC | 17,337 | $302.0 萬 | 2.08% | +2,676+18.3% | 加碼 |
| Briggs Advisory Group, Inc. | 17,430 | $303.6 萬 | 1.70% | +10+0.1% | 加碼 |
| Azimuth Capital Investment Management LLC | 17,485 | $304.6 萬 | 0.14% | −1,525−8.0% | 減碼 |
| Mathes Company, Inc. | 17,540 | $305.5 萬 | 1.34% | +17,540 | 新進 |
| Vestmark Advisory Solutions, Inc. | 17,679 | $308.0 萬 | 0.12% | +323+1.9% | 加碼 |
| Elgethun Capital Management | 17,716 | $308.4 萬 | 0.93% | +114+0.6% | 加碼 |
| Northstar Group, Inc. | 17,739 | $309.0 萬 | 0.72% | +1,379+8.4% | 加碼 |
| Cetera Advisors LLC | 17,741 | $309.1 萬 | 0.05% | −7,761−30.4% | 減碼 |
| Selway Asset Management | 17,785 | $309.8 萬 | 1.36% | +185+1.1% | 加碼 |
| Callahan Advisors, LLC | 17,868 | $311.3 萬 | 0.38% | +10.0% | 加碼 |
| Meiji Yasuda Life Insurance Co | 17,872 | $311.3 萬 | 0.08% | −9,380−34.4% | 減碼 |
| CWM, LLC | 17,889 | $311.6 萬 | 0.02% | +1,273+7.7% | 加碼 |
| Connable Office Inc | 17,906 | $311.9 萬 | 0.43% | 00.0% | 不變 |
| Bill Few Associates, Inc. | 17,915 | $312.1 萬 | 1.61% | +765+4.5% | 加碼 |
| Hilltop Holdings Inc. | 17,941 | $312.5 萬 | 0.39% | +13,708+323.8% | 加碼 |
| Eqis Capital Management, Inc. | 17,990 | $313.4 萬 | 0.35% | −1,289−6.7% | 減碼 |
| Proequities, Inc. | 18,090 | $315.1 萬 | 0.24% | +1,221+7.2% | 加碼 |
| Ossiam | 18,189 | $316.9 萬 | 0.06% | −109,132−85.7% | 減碼 |
| Mount Vernon Associates Inc | 18,196 | $317.0 萬 | 3.37% | +125+0.7% | 加碼 |
| Assenagon Asset Management S.A. | 18,229 | $317.5 萬 | 0.01% | −17−0.1% | 減碼 |
| iA Global Asset Management Inc. | 18,288 | $318.6 萬 | 0.08% | +18,288 | 新進 |
| Pacifica Capital Investments, LLC | 18,295 | $318.7 萬 | 0.98% | 00.0% | 不變 |
| WP Advisors, LLC | 18,323 | $319.2 萬 | 1.28% | +73+0.4% | 加碼 |
| BFSG, LLC | 18,336 | $319.4 萬 | 0.54% | +253+1.4% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 18,414 | $320.8 萬 | 0.15% | −3,625−16.4% | 減碼 |
| Hancock Whitney Corp | 18,458 | $321.5 萬 | 0.13% | −392−2.1% | 減碼 |
| CSM Advisors, LLC | 18,639 | $324.7 萬 | 0.25% | 00.0% | 不變 |
| Varma Mutual Pension Insurance Co | 18,678 | $325.4 萬 | 0.04% | −6,079−24.6% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 18,755 | $326.7 萬 | 0.09% | +40+0.2% | 加碼 |
| Integrated Wealth Concepts LLC | 18,963 | $330.3 萬 | 0.06% | +929+5.2% | 加碼 |
| Bensler, LLC | 19,136 | $333.3 萬 | 0.63% | +3,500+22.4% | 加碼 |
| Oliver Luxxe Assets LLC | 19,235 | $335.1 萬 | 0.84% | −164−0.8% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19,293 | $336.1 萬 | 0.22% | +401+2.1% | 加碼 |
| M. Kulyk & Associates, LLC | 19,306 | $336.3 萬 | 0.94% | −277−1.4% | 減碼 |
| Empirical Finance, LLC | 19,379 | $337.6 萬 | 0.26% | +2,007+11.6% | 加碼 |
| Raymond James Trust N.A. | 19,413 | $338.2 萬 | 0.10% | +328+1.7% | 加碼 |
| Modera Wealth Management, LLC | 19,466 | $339.1 萬 | 0.06% | +3,857+24.7% | 加碼 |