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 | 2,912 | $1,748 億 |
| 2025 年第 4 季 | 3,043 | $2,168 億 |
| 2025 年第 3 季 | 2,758 | $1,934 億 |
| 2025 年第 2 季 | 2,719 | $1,899 億 |
| 2025 年第 1 季 | 2,627 | $1,607 億 |
| 2024 年第 4 季 | 2,642 | $1,775 億 |
| 2024 年第 3 季 | 2,459 | $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 |
|---|---|---|---|---|---|
| Consolidated Planning Corp | 1,413 | $24.6 萬 | 0.05% | +1,413 | 新進 |
| Eagle Harbor Asset Management Inc | 1,415 | $24.6 萬 | 0.32% | 00.0% | 不變 |
| MJP Associates Inc | 1,415 | $24.7 萬 | 0.08% | +1,415 | 新進 |
| Connecticut Wealth Management, LLC | 1,419 | $24.7 萬 | 0.02% | 00.0% | 不變 |
| Davidson Trust Co | 1,428 | $24.9 萬 | 0.18% | −30−2.1% | 減碼 |
| Intrust Bank NA | 1,435 | $25.0 萬 | 0.03% | 00.0% | 不變 |
| Garner Asset Management Corp | 1,439 | $25.1 萬 | 0.15% | −10−0.7% | 減碼 |
| East Coast Asset Management, LLC. | 1,442 | $25.1 萬 | 0.11% | 00.0% | 不變 |
| Shulman DeMeo Asset Management LLC | 1,446 | $25.2 萬 | 0.08% | +88+6.5% | 加碼 |
| Hall Laurie J Trustee | 1,449 | $25.2 萬 | 0.10% | 00.0% | 不變 |
| Roberts Wealth Advisors, LLC | 1,450 | $25.3 萬 | 0.11% | 00.0% | 不變 |
| Avestar Capital, LLC | 1,453 | $25.3 萬 | 0.04% | +1,453 | 新進 |
| JNBA Financial Advisors | 1,455 | $25.3 萬 | 0.03% | −10−0.7% | 減碼 |
| Capital Square, LLC | 1,456 | $25.4 萬 | 0.23% | +1,456 | 新進 |
| Southeast Asset Advisors Inc. | 1,458 | $25.4 萬 | 0.04% | +3+0.2% | 加碼 |
| Amplius Wealth Advisors, LLC | 1,459 | $25.4 萬 | 0.03% | −29−1.9% | 減碼 |
| Westover Capital Advisors, LLC | 1,460 | $25.4 萬 | 0.09% | 00.0% | 不變 |
| Motco | 1,462 | $25.5 萬 | 0.02% | +17+1.2% | 加碼 |
| CIC Wealth, LLC | 1,466 | $25.5 萬 | 0.09% | 00.0% | 不變 |
| Stratos Wealth Advisors, LLC | 1,467 | $25.6 萬 | 0.02% | +96+7.0% | 加碼 |
| Mayfair Advisory Group, LLC | 1,507 | $25.6 萬 | 0.26% | +24+1.6% | 加碼 |
| Moody Lynn & Lieberson, LLC | 1,472 | $25.6 萬 | 0.02% | −68−4.4% | 減碼 |
| Zions Bancorporation, N.A. | 1,472 | $25.6 萬 | 0.02% | +783+113.6% | 加碼 |
| Forte Capital LLC | 1,476 | $25.7 萬 | 0.04% | −215−12.7% | 減碼 |
| Great Diamond Partners, LLC | 1,477 | $25.7 萬 | 0.07% | −10−0.7% | 減碼 |
| Capital Asset Advisory Services LLC | 1,485 | $25.7 萬 | 0.02% | +103+7.5% | 加碼 |
| Delta Asset Management LLC | 1,486 | $25.9 萬 | 0.03% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 1,496 | $26.1 萬 | 0.02% | −1,373−47.9% | 減碼 |
| MONECO Advisors, LLC | 1,497 | $26.1 萬 | 0.07% | −47−3.0% | 減碼 |
| Professional Advisory Services Inc | 1,500 | $26.1 萬 | 0.04% | 00.0% | 不變 |
| Reliant Investment Management, LLC | 1,500 | $26.1 萬 | 0.15% | 00.0% | 不變 |
| Wimmer Associates 1, LLC | 1,500 | $26.1 萬 | 0.16% | 00.0% | 不變 |
| HFG Advisors, Inc. | 1,502 | $26.2 萬 | 0.28% | +1,502 | 新進 |
| Channel Wealth LLC | 1,503 | $26.2 萬 | 0.15% | −30−2.0% | 減碼 |
| United Bank | 1,505 | $26.2 萬 | 0.03% | 00.0% | 不變 |
| Northwest Bancshares, Inc. | 1,509 | $26.3 萬 | 0.05% | 00.0% | 不變 |
| Perennial Investment Advisors, LLC | 1,514 | $26.3 萬 | 0.05% | −11−0.7% | 減碼 |
| Pearl River Capital, LLC | 1,516 | $26.4 萬 | 0.04% | −2,566−62.9% | 減碼 |
| KFA Private Wealth Group, LLC | 1,517 | $26.4 萬 | 0.11% | −10−0.7% | 減碼 |
| West Family Investments, Inc. | 1,518 | $26.4 萬 | 0.10% | +1,518 | 新進 |
| Hexagon Capital Partners LLC | 1,523 | $26.5 萬 | 0.07% | −135−8.1% | 減碼 |
| Regal Investment Advisors LLC | 1,526 | $26.6 萬 | 0.02% | +255+20.1% | 加碼 |
| MV Capital Management, Inc. | 1,531 | $26.7 萬 | 0.04% | +8+0.5% | 加碼 |
| Sonora Investment Management Group, LLC | 1,533 | $26.7 萬 | 0.02% | +151+10.9% | 加碼 |
| Armstrong Shaw Associates Inc | 1,534 | $26.7 萬 | 0.27% | 00.0% | 不變 |
| Private Portfolio Partners LLC | 1,548 | $27.0 萬 | 0.07% | −98−6.0% | 減碼 |
| Elevated Capital Advisors, LLC | 1,549 | $27.0 萬 | 0.09% | 00.0% | 不變 |
| Stockman Wealth Management, Inc. | 1,550 | $27.0 萬 | 0.06% | −120−7.2% | 減碼 |
| Old Second National Bank of Aurora | 1,555 | $27.1 萬 | 0.08% | 00.0% | 不變 |
| Foster & Motley Inc | 1,557 | $27.1 萬 | 0.02% | 00.0% | 不變 |
| Bouchey Financial Group Ltd | 1,556 | $27.1 萬 | 0.03% | 00.0% | 不變 |
| Legacy Financial Strategies, LLC | 1,566 | $27.3 萬 | 0.09% | 00.0% | 不變 |
| Rockbridge Investment Management, LCC | 1,567 | $27.3 萬 | 0.05% | 00.0% | 不變 |
| CapWealth Advisors, LLC | 1,571 | $27.4 萬 | 0.03% | 00.0% | 不變 |
| Armstrong Advisory Group, Inc | 1,571 | $27.4 萬 | 0.03% | 00.0% | 不變 |
| Heritage Investment Group, Inc. | 1,572 | $27.4 萬 | 0.08% | −498−24.1% | 減碼 |
| EPG Wealth Management LLC | 1,575 | $27.4 萬 | 0.08% | −37−2.3% | 減碼 |
| Laird Norton Trust Company, LLC | 1,579 | $27.5 萬 | 0.03% | 00.0% | 不變 |
| Accurate Wealth Management, LLC | 1,588 | $27.5 萬 | 0.09% | +63+4.1% | 加碼 |
| Kelman-Lazarov, Inc. | 1,584 | $27.6 萬 | 0.07% | +34+2.2% | 加碼 |
| Kolinsky Wealth Management, LLC | 1,605 | $27.6 萬 | 0.26% | −24−1.5% | 減碼 |
| Lafayette Investments, Inc. | 1,589 | $27.7 萬 | 0.07% | +65+4.3% | 加碼 |
| Baker Boyer National Bank | 1,593 | $27.8 萬 | 0.10% | 00.0% | 不變 |
| Advus Financial Partners, LLC | 1,597 | $27.8 萬 | 0.11% | +241+17.8% | 加碼 |
| Peterson Wealth Services | 1,599 | $27.9 萬 | 0.13% | +133+9.1% | 加碼 |
| Puzo Michael J | 1,600 | $27.9 萬 | 0.09% | 00.0% | 不變 |
| Alta Advisers Ltd | 1,600 | $27.9 萬 | 0.16% | 00.0% | 不變 |
| Asset Advisors Investment Management, LLC | 1,600 | $27.9 萬 | 0.04% | 00.0% | 不變 |
| Humankind Investments LLC | 1,600 | $27.9 萬 | 0.11% | +319+24.9% | 加碼 |
| Raleigh Capital Management Inc. | 1,602 | $27.9 萬 | 0.14% | +164+11.4% | 加碼 |
| Westwood Management Corp | 1,600 | $27.9 萬 | 0.04% | −3,300−67.3% | 減碼 |
| Thrive Wealth Management, LLC | 1,606 | $28.0 萬 | 0.07% | +172+12.0% | 加碼 |
| Acorn Wealth Advisors, LLC | 1,610 | $28.0 萬 | 0.19% | 00.0% | 不變 |
| Northwest Wealth Management, LLC | 1,614 | $28.1 萬 | 0.10% | +54+3.5% | 加碼 |
| Sterling Investment Advisors, Ltd. | 1,616 | $28.2 萬 | 0.09% | 00.0% | 不變 |
| Advisory Alpha, LLC | 1,619 | $28.2 萬 | 0.01% | +2+0.1% | 加碼 |
| Five Oceans Advisors | 1,622 | $28.3 萬 | 0.18% | +119+7.9% | 加碼 |
| Drive Wealth Management, LLC | 1,622 | $28.3 萬 | 0.10% | +79+5.1% | 加碼 |
| Hemington Wealth Management | 1,626 | $28.3 萬 | 0.11% | −32−1.9% | 減碼 |
| Keel Point, LLC | 1,625 | $28.3 萬 | 0.04% | +226+16.2% | 加碼 |
| Steigerwald, Gordon & Koch Inc. | 1,625 | $28.3 萬 | 0.04% | −15−0.9% | 減碼 |
| McElhenny Sheffield Capital Management, LLC | 1,625 | $28.3 萬 | 0.12% | −15−0.9% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 1,626 | $28.3 萬 | 0.12% | +41+2.6% | 加碼 |
| Aire Advisors, LLC | 1,627 | $28.4 萬 | 0.07% | 00.0% | 不變 |
| Howe & Rusling Inc | 1,630 | $28.4 萬 | 0.03% | 00.0% | 不變 |
| First Business Financial Services, Inc. | 1,630 | $28.4 萬 | 0.04% | 00.0% | 不變 |
| Proficio Capital Partners LLC | 1,638 | $28.5 萬 | 0.04% | −2−0.1% | 減碼 |
| Rede Wealth, LLC | 1,641 | $28.6 萬 | 0.14% | 00.0% | 不變 |
| City Holding Co | 1,642 | $28.6 萬 | 0.05% | 00.0% | 不變 |
| Atlas Private Wealth Advisors | 1,646 | $28.7 萬 | 0.06% | +1,646 | 新進 |
| Cozad Asset Management Inc | 1,646 | $28.7 萬 | 0.04% | +196+13.5% | 加碼 |
| Interchange Capital Partners, LLC | 1,651 | $28.7 萬 | 0.22% | −2,504−60.3% | 減碼 |
| Skba Capital Management LLC | 1,650 | $28.7 萬 | 0.05% | −100−5.7% | 減碼 |
| Schubert & Co | 1,650 | $28.7 萬 | 0.27% | +4+0.2% | 加碼 |
| Oxbow Advisors, LLC | 1,653 | $28.8 萬 | 0.05% | 00.0% | 不變 |
| Flagship Private Wealth, LLC | 1,654 | $28.8 萬 | 0.24% | 00.0% | 不變 |
| Ruggaard & Associates LLC | 1,656 | $28.8 萬 | 0.17% | −128−7.2% | 減碼 |
| Fagan Associates, Inc. | 1,660 | $28.9 萬 | 0.07% | −315−15.9% | 減碼 |
| Tiedemann Advisors, LLC | 1,666 | $29.0 萬 | 0.01% | +1,666 | 新進 |
| NFP Retirement, Inc. | 1,671 | $29.1 萬 | 0.05% | 00.0% | 不變 |