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 |
|---|---|---|---|---|---|
| Karani Asset Management LLC | 19,506 | $339.8 萬 | 3.43% | +1,689+9.5% | 加碼 |
| LaFleur & Godfrey LLC | 19,520 | $340.0 萬 | 0.51% | −16−0.1% | 減碼 |
| EP Wealth Advisors, LLC | 18,215 | $340.8 萬 | 0.05% | −2,281,785−99.2% | 減碼 |
| Goelzer Investment Management, Inc. | 19,673 | $342.7 萬 | 0.29% | −1,574−7.4% | 減碼 |
| Beverly Hills Private Wealth, LLC | 20,735 | $343.0 萬 | 0.56% | +10,424+101.1% | 加碼 |
| Rockland Trust Co | 19,693 | $343.1 萬 | 0.20% | −5,273−21.1% | 減碼 |
| Auto-Owners Insurance Co | 19,950 | $347.5 萬 | 0.11% | 00.0% | 不變 |
| Park National Corp | 19,961 | $347.7 萬 | 0.15% | −402−2.0% | 減碼 |
| Steel Canyon Capital, LLC | 20,048 | $349.2 萬 | 5.50% | +4,036+25.2% | 加碼 |
| Connectus Wealth, LLC | 20,076 | $349.8 萬 | 0.08% | −90−0.4% | 減碼 |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $350.5 萬 | 2.85% | 00.0% | 不變 |
| Richard Bernstein Advisors LLC | 20,236 | $352.5 萬 | 0.07% | 00.0% | 不變 |
| Ieq Capital, LLC | 20,246 | $352.7 萬 | 0.07% | +1,539+8.2% | 加碼 |
| ProVise Management Group, LLC | 20,256 | $352.9 萬 | 0.32% | −12,418−38.0% | 減碼 |
| Stone Point Wealth LLC | 20,407 | $355.5 萬 | 1.47% | +520+2.6% | 加碼 |
| Lakeview Capital Partners, LLC | 20,444 | $356.1 萬 | 0.66% | +416+2.1% | 加碼 |
| Gilman Hill Asset Management, LLC | 20,452 | $356.3 萬 | 0.66% | +564+2.8% | 加碼 |
| Naples Global Advisors, LLC | 20,509 | $357.3 萬 | 0.42% | +398+2.0% | 加碼 |
| Courier Capital LLC | 20,544 | $357.9 萬 | 0.28% | +4,209+25.8% | 加碼 |
| Sumitomo Life Insurance Co | 20,554 | $358.1 萬 | 0.16% | −912−4.2% | 減碼 |
| TownSquare Capital, LLC | 20,652 | $359.8 萬 | 0.07% | +3,702+21.8% | 加碼 |
| Stephens Inc | 20,825 | $362.8 萬 | 0.07% | −331−1.6% | 減碼 |
| Verdence Capital Advisors LLC | 20,913 | $364.3 萬 | 0.42% | −104−0.5% | 減碼 |
| Ceera Investments, LLC | 20,961 | $365.1 萬 | 2.11% | −15−0.1% | 減碼 |
| Horizon Investment Services, LLC | 21,077 | $367.2 萬 | 2.24% | −313−1.5% | 減碼 |
| Greenleaf Trust | 21,137 | $368.2 萬 | 0.04% | −746−3.4% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 21,344 | $371.8 萬 | 0.28% | +160+0.8% | 加碼 |
| Chapman Investment Management, LLC | 21,349 | $371.9 萬 | 2.95% | +1,883+9.7% | 加碼 |
| Coastline Trust Co | 21,500 | $374.5 萬 | 0.52% | +7,320+51.6% | 加碼 |
| Salvus Wealth Management, LLC | 21,546 | $375.3 萬 | 2.89% | +3,303+18.1% | 加碼 |
| Front Barnett Associates LLC | 21,586 | $376.0 萬 | 0.42% | −880−3.9% | 減碼 |
| Achmea Investment Management B.V. | 21,608 | $376.4 萬 | 0.08% | +2,501+13.1% | 加碼 |
| Chicago Trust Co NA | 21,740 | $378.7 萬 | 0.91% | −198−0.9% | 減碼 |
| Chartwell Investment Partners, LLC | 21,779 | $379.4 萬 | 0.14% | +4,202+23.9% | 加碼 |
| First Hawaiian Bank | 21,789 | $379.6 萬 | 0.12% | +10.0% | 加碼 |
| Fiduciary Group LLC | 21,911 | $381.7 萬 | 0.47% | 00.0% | 不變 |
| Univest Financial Corp | 21,941 | $382.2 萬 | 1.16% | +227+1.0% | 加碼 |
| Benson Investment Management Company, Inc. | 21,975 | $382.8 萬 | 2.12% | +545+2.5% | 加碼 |
| Ropes Wealth Advisors LLC | 21,976 | $382.8 萬 | 0.64% | −27−0.1% | 減碼 |
| Family Management Corp | 22,141 | $385.7 萬 | 0.84% | 00.0% | 不變 |
| Boston Private Wealth LLC | 22,225 | $387.2 萬 | 0.07% | −1,768−7.4% | 減碼 |
| Chemistry Wealth Management LLC | 22,347 | $389.3 萬 | 1.27% | −144−0.6% | 減碼 |
| Fundamentun, LLC | 22,579 | $393.3 萬 | 0.60% | +983+4.6% | 加碼 |
| Venture Visionary Partners LLC | 22,604 | $393.8 萬 | 0.23% | −58−0.3% | 減碼 |
| Silicon Valley Capital Partners | 22,799 | $397.2 萬 | 0.74% | +3,499+18.1% | 加碼 |
| Snowden Capital Advisors LLC | 22,811 | $397.4 萬 | 0.14% | +5,715+33.4% | 加碼 |
| Grassi Investment Management | 22,960 | $400.0 萬 | 0.44% | 00.0% | 不變 |
| Trinity Legacy Partners, LLC | 22,987 | $400.4 萬 | 1.40% | +1,465+6.8% | 加碼 |
| RBF Capital, LLC | 23,000 | $400.7 萬 | 0.25% | 00.0% | 不變 |
| Private Management Group Inc | 23,127 | $402.9 萬 | 0.17% | −598−2.5% | 減碼 |
| Wisconsin Capital Management LLC | 23,170 | $403.6 萬 | 2.61% | −350−1.5% | 減碼 |
| Hutner Capital Management Inc | 23,366 | $407.0 萬 | 2.38% | −90.0% | 減碼 |
| Bokf, NA | 23,453 | $408.6 萬 | 0.08% | −465−1.9% | 減碼 |
| D.A. Davidson & Co. | 23,481 | $409.0 萬 | 0.04% | +404+1.8% | 加碼 |
| Shelton Capital Management | 23,520 | $409.7 萬 | 0.15% | +18,000+326.1% | 加碼 |
| Advisory Services Network, LLC | 23,621 | $411.5 萬 | 0.11% | +6,473+37.7% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 23,634 | $411.7 萬 | 0.26% | +115+0.5% | 加碼 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 23,857 | $411.9 萬 | 0.85% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 23,714 | $413.1 萬 | 0.16% | −110−0.5% | 減碼 |
| GYL Financial Synergies, LLC | 23,745 | $413.6 萬 | 0.38% | +15,806+199.1% | 加碼 |
| TD Private Client Wealth LLC | 23,751 | $413.7 萬 | 0.18% | +1,107+4.9% | 加碼 |
| Mitchell Capital Management Co | 23,771 | $414.1 萬 | 0.95% | +226+1.0% | 加碼 |
| Overbrook Management Corp | 23,824 | $415.0 萬 | 0.99% | −40.0% | 減碼 |
| Concentric Wealth Management, LLC | 23,885 | $416.1 萬 | 1.32% | −559−2.3% | 減碼 |
| Stonegate Investment Group, LLC | 23,891 | $416.2 萬 | 0.15% | +155+0.7% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 24,123 | $420.2 萬 | 0.52% | −1,131−4.5% | 減碼 |
| Birmingham Capital Management Co Inc | 24,289 | $423.1 萬 | 1.77% | −1,760−6.8% | 減碼 |
| Greenwood Capital Associates LLC | 24,298 | $423.3 萬 | 0.59% | −10,993−31.1% | 減碼 |
| Wetherby Asset Management Inc | 24,302 | $423.3 萬 | 0.23% | −1,372−5.3% | 減碼 |
| Freestone Capital Holdings, LLC | 24,422 | $425.4 萬 | 0.17% | −357−1.4% | 減碼 |
| KMG Fiduciary Partners, LLC | 24,481 | $426.5 萬 | 0.55% | −2,202−8.3% | 減碼 |
| Shell Asset Management Co | 24,718 | $430.6 萬 | 0.17% | −11,241−31.3% | 減碼 |
| GFG Capital, LLC | 12,575 | $433.2 萬 | 0.81% | +8,252+190.9% | 加碼 |
| Kingsview Wealth Management, LLC | 24,914 | $434.0 萬 | 0.17% | +6,587+35.9% | 加碼 |
| Coastal Investment Advisors, Inc. | 24,992 | $435.4 萬 | 0.96% | −92−0.4% | 減碼 |
| Alkeon Capital Management LLC | 25,000 | $435.5 萬 | 0.03% | 00.0% | 不變 |
| Bleichroeder LP | 25,000 | $435.5 萬 | 0.88% | 00.0% | 不變 |
| Adalta Capital Management LLC | 25,230 | $439.5 萬 | 2.94% | −75−0.3% | 減碼 |
| Roundview Capital LLC | 25,268 | $440.2 萬 | 0.43% | −119−0.5% | 減碼 |
| Kingfisher Capital LLC | 25,268 | $440.2 萬 | 1.15% | −1,052−4.0% | 減碼 |
| Sandhill Capital Partners LLC | 25,336 | $441.4 萬 | 0.40% | −1,135−4.3% | 減碼 |
| Banque Cantonale Vaudoise | 25,484 | $444.0 萬 | 0.21% | −2,615−9.3% | 減碼 |
| Foster Group, Inc. | 25,713 | $447.9 萬 | 0.27% | +119+0.5% | 加碼 |
| Metropolitan Life Insurance Co | 25,912 | $451.4 萬 | 0.22% | −717−2.7% | 減碼 |
| GFS Advisors, LLC | 25,995 | $452.8 萬 | 1.01% | 00.0% | 不變 |
| Wellington Shields Capital Management, LLC | 26,035 | $453.5 萬 | 0.55% | +282+1.1% | 加碼 |
| Stokes Capital Advisors, LLC | 26,183 | $456.1 萬 | 1.54% | +123+0.5% | 加碼 |
| Metis Global Partners, LLC | 26,224 | $456.8 萬 | 0.25% | +988+3.9% | 加碼 |
| Strategic Wealth Partners, Ltd. | 26,226 | $456.9 萬 | 0.59% | −477−1.8% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 26,257 | $457.4 萬 | 0.11% | +4,596+21.2% | 加碼 |
| Wright Investors Service Inc | 26,287 | $457.9 萬 | 1.29% | +637+2.5% | 加碼 |
| Jag Capital Management, LLC | 26,420 | $460.2 萬 | 0.53% | +169+0.6% | 加碼 |
| Avitas Wealth Management LLC | 26,434 | $460.5 萬 | 0.83% | +234+0.9% | 加碼 |
| Chatham Capital Group, Inc. | 26,494 | $461.5 萬 | 0.97% | +4,882+22.6% | 加碼 |
| Cullen Capital Management LLC | 26,507 | $461.8 萬 | 0.04% | −2,047−7.2% | 減碼 |
| AMG National Trust Bank | 26,669 | $464.5 萬 | 0.15% | −287−1.1% | 減碼 |
| New England Asset Management Inc | 26,707 | $465.2 萬 | 0.67% | 00.0% | 不變 |
| Veritable, L.P. | 26,710 | $465.3 萬 | 0.08% | −1,739−6.1% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 27,000 | $470.3 萬 | 0.06% | 00.0% | 不變 |
| Knights of Columbus Asset Advisors LLC | 27,023 | $470.7 萬 | 0.42% | +25+0.1% | 加碼 |