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 |
|---|---|---|---|---|---|
| Cambridge Advisors Inc. | 2,910 | $50.7 萬 | 0.13% | 00.0% | 不變 |
| PDS Planning, Inc | 2,913 | $50.7 萬 | 0.06% | +590+25.4% | 加碼 |
| EverSource Wealth Advisors, LLC | 2,925 | $51.0 萬 | 0.06% | +184+6.7% | 加碼 |
| WSFS Capital Management, LLC | 2,935 | $51.1 萬 | 0.05% | +135+4.8% | 加碼 |
| Tobam | 2,964 | $51.6 萬 | 0.04% | +534+22.0% | 加碼 |
| VeraBank, N.A. | 2,964 | $51.6 萬 | 0.20% | 00.0% | 不變 |
| MCF Advisors LLC | 2,967 | $51.7 萬 | 0.05% | −758−20.3% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,975 | $51.8 萬 | 0.02% | +245+9.0% | 加碼 |
| Advisor Resource Council | 2,985 | $52.0 萬 | 0.30% | −405−11.9% | 減碼 |
| Hamilton Capital, LLC | 2,995 | $52.2 萬 | 0.04% | −124−4.0% | 減碼 |
| Veritas Investment Partners (UK) Ltd. | 3,000 | $52.2 萬 | 0.01% | 00.0% | 不變 |
| CenterStar Asset Management, LLC | 2,996 | $52.2 萬 | 0.47% | +2,996 | 新進 |
| Legacy Wealth Management, LLC | 3,000 | $52.3 萬 | 0.26% | 00.0% | 不變 |
| Acropolis Investment Management, LLC | 3,006 | $52.4 萬 | 0.04% | −10.0% | 減碼 |
| FirstPurpose Wealth LLC | 3,019 | $52.6 萬 | 0.23% | −110−3.5% | 減碼 |
| Belpointe Asset Management LLC | 3,019 | $52.6 萬 | 0.06% | −7,559−71.5% | 減碼 |
| Authentikos Wealth Advisory, LLC | 3,022 | $52.6 萬 | 0.50% | −27−0.9% | 減碼 |
| ERn Financial, LLC | 3,035 | $52.9 萬 | 0.11% | 00.0% | 不變 |
| Scissortail Wealth Management, LLC | 3,000 | $53.1 萬 | 0.44% | −34−1.1% | 減碼 |
| Borer Denton & Associates, Inc. | 3,052 | $53.2 萬 | 0.21% | 00.0% | 不變 |
| Acima Private Wealth, LLC | 3,056 | $53.2 萬 | 0.25% | −57−1.8% | 減碼 |
| Shufro Rose & Co LLC | 3,061 | $53.3 萬 | 0.05% | 00.0% | 不變 |
| Westmount Partners, LLC | 3,086 | $53.8 萬 | 0.23% | −7−0.2% | 減碼 |
| Plancorp, LLC | 3,091 | $53.8 萬 | 0.03% | +12+0.4% | 加碼 |
| CoreFirst Bank & Trust | 3,098 | $54.0 萬 | 0.38% | −255−7.6% | 減碼 |
| Legal Advantage Investments, Inc. | 3,100 | $54.0 萬 | 0.36% | +1,000+47.6% | 加碼 |
| Guardian Wealth Advisors, LLC | 3,113 | $54.2 萬 | 0.09% | +109+3.6% | 加碼 |
| Y.D. More Investments Ltd | 3,123 | $54.4 萬 | 0.14% | −71−2.2% | 減碼 |
| Clean Yield Group | 3,132 | $54.6 萬 | 0.22% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 3,134 | $54.6 萬 | 0.03% | −60−1.9% | 減碼 |
| Exchange Bank | 3,139 | $54.7 萬 | 0.53% | +3,139 | 新進 |
| Eagle Ridge Investment Management | 3,139 | $54.7 萬 | 0.06% | 00.0% | 不變 |
| BSW Wealth Partners | 3,140 | $54.7 萬 | 0.11% | −61−1.9% | 減碼 |
| Burney Co | 3,140 | $54.7 萬 | 0.03% | +45+1.5% | 加碼 |
| Tanager Wealth Management LLP | 3,148 | $54.8 萬 | 0.12% | +118+3.9% | 加碼 |
| InterOcean Capital Group, LLC | 3,156 | $55.0 萬 | 0.02% | +494+18.6% | 加碼 |
| Ridgewood Investments LLC | 3,174 | $55.3 萬 | 0.31% | 00.0% | 不變 |
| Altfest L J & Co Inc | 3,195 | $55.7 萬 | 0.08% | −4−0.1% | 減碼 |
| CWA Asset Management Group, LLC | 3,198 | $55.7 萬 | 0.04% | +65+2.1% | 加碼 |
| Factorial Partners, LLC | 3,200 | $55.7 萬 | 0.38% | 00.0% | 不變 |
| Tompkins Financial Corp | 3,216 | $56.0 萬 | 0.09% | 00.0% | 不變 |
| Doliver Advisors, LP | 3,219 | $56.1 萬 | 0.17% | −76−2.3% | 減碼 |
| Procyon Private Wealth Partners, LLC | 3,222 | $56.1 萬 | 0.07% | +95+3.0% | 加碼 |
| Arkadios Wealth Advisors | 3,223 | $56.2 萬 | 0.07% | +129+4.2% | 加碼 |
| Cary Street Partners Asset Management LLC | 3,226 | $56.2 萬 | 0.10% | −5−0.2% | 減碼 |
| Fort Pitt Capital Group, LLC | 3,227 | $56.2 萬 | 0.02% | 00.0% | 不變 |
| Matrix Asset Advisors Inc | 3,228 | $56.2 萬 | 0.08% | 00.0% | 不變 |
| Cable Hill Partners, LLC | 3,238 | $56.4 萬 | 0.07% | −58−1.8% | 減碼 |
| Old Mission Investment Co LLC | 3,238 | $56.4 萬 | 0.21% | +6+0.2% | 加碼 |
| Solitude Financial Services | 3,240 | $56.4 萬 | 0.32% | +380+13.3% | 加碼 |
| Hoylecohen, LLC | 3,241 | $56.5 萬 | 0.05% | −38−1.2% | 減碼 |
| SignalPoint Asset Management, LLC | 3,262 | $56.8 萬 | 0.17% | +3+0.1% | 加碼 |
| Purus Wealth Management, LLC | 3,265 | $56.9 萬 | 0.37% | −73−2.2% | 減碼 |
| Wealthcare Advisory Partners LLC | 3,286 | $57.2 萬 | 0.03% | +590+21.9% | 加碼 |
| Journey Strategic Wealth LLC | 3,292 | $57.3 萬 | 0.03% | −1,357−29.2% | 減碼 |
| Hartford Financial Management Inc. | 3,293 | $57.4 萬 | 0.14% | −9−0.3% | 減碼 |
| Private Ocean, LLC | 3,295 | $57.4 萬 | 0.07% | −196−5.6% | 減碼 |
| Geller Advisors LLC | 3,303 | $57.5 萬 | 0.07% | +492+17.5% | 加碼 |
| Aspen Investment Management Inc | 3,310 | $57.7 萬 | 0.34% | +152+4.8% | 加碼 |
| RMB Capital Management, LLC | 3,313 | $57.7 萬 | 0.02% | +81+2.5% | 加碼 |
| Congress Wealth Management LLC | 3,314 | $57.7 萬 | 0.01% | +39+1.2% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 3,317 | $57.8 萬 | 0.11% | −224−6.3% | 減碼 |
| Sanders Morris Harris LLC | 3,297 | $57.8 萬 | 0.13% | +3,297 | 新進 |
| Agate Pass Investment Management, LLC | 3,330 | $58.0 萬 | 0.35% | −185−5.3% | 減碼 |
| Arrow Financial Corp | 3,348 | $58.3 萬 | 0.07% | −52−1.5% | 減碼 |
| Carnegie Capital Asset Management, LLC | 3,353 | $58.4 萬 | 0.02% | −29−0.9% | 減碼 |
| Waterfront Wealth Inc. | 3,484 | $58.4 萬 | 0.17% | −1,188−25.4% | 減碼 |
| Philadelphia Trust Co | 3,357 | $58.5 萬 | 0.06% | 00.0% | 不變 |
| SYSTM Wealth Solutions LLC | 3,392 | $59.1 萬 | 0.08% | +663+24.3% | 加碼 |
| MidWestOne Financial Group, Inc. | 3,404 | $59.3 萬 | 0.13% | 00.0% | 不變 |
| Spouting Rock Asset Management, LLC | 3,407 | $59.3 萬 | 0.21% | 00.0% | 不變 |
| Defined Wealth Management, LLC | 3,414 | $59.5 萬 | 0.50% | −30−0.9% | 減碼 |
| Transform Wealth, LLC | 3,441 | $59.9 萬 | 0.05% | −71−2.0% | 減碼 |
| Ellevest, Inc. | 3,442 | $60.0 萬 | 0.05% | −192−5.3% | 減碼 |
| Summit X, LLC | 3,442 | $60.0 萬 | 0.15% | +4+0.1% | 加碼 |
| Breakwater Capital Group | 3,450 | $60.1 萬 | 0.22% | 00.0% | 不變 |
| Accredited Investors Inc. | 3,452 | $60.1 萬 | 0.04% | +431+14.3% | 加碼 |
| Archford Capital Strategies, LLC | 3,594 | $60.3 萬 | 0.11% | −33−0.9% | 減碼 |
| Kovack Advisors, Inc. | 3,464 | $60.4 萬 | 0.08% | −115−3.2% | 減碼 |
| Union Savings Bank | 3,596 | $60.7 萬 | 0.36% | +3,596 | 新進 |
| Portside Wealth Group, LLC | 3,495 | $60.9 萬 | 0.11% | +3,495 | 新進 |
| Richwood Investment Advisors, LLC | 3,498 | $60.9 萬 | 0.59% | −64−1.8% | 減碼 |
| Great Valley Advisor Group, Inc. | 3,495 | $60.9 萬 | 0.03% | −884−20.2% | 減碼 |
| Ipswich Investment Management Co., Inc. | 3,516 | $61.2 萬 | 0.16% | −50−1.4% | 減碼 |
| US Asset Management LLC | 3,523 | $61.4 萬 | 0.65% | −4−0.1% | 減碼 |
| Trillium Asset Management, LLC | 3,526 | $61.4 萬 | 0.02% | +283+8.7% | 加碼 |
| Somerville Kurt F | 3,525 | $61.4 萬 | 0.12% | −25−0.7% | 減碼 |
| Sigma Investment Counselors Inc | 3,527 | $61.4 萬 | 0.05% | 00.0% | 不變 |
| Maverick Capital Ltd大師Maverick 資本 | 3,529 | $61.5 萬 | 0.01% | +3,529 | 新進 |
| Hills Bank & Trust Co | 3,530 | $61.5 萬 | 0.08% | −100−2.8% | 減碼 |
| Wesbanco Bank Inc | 3,539 | $61.7 萬 | 0.03% | −400−10.2% | 減碼 |
| Colonial Trust Advisors | 3,542 | $61.7 萬 | 0.07% | 00.0% | 不變 |
| Orleans Capital Management Corp | 3,545 | $61.8 萬 | 0.44% | +1,905+116.2% | 加碼 |
| Magnus Financial Group LLC | 3,549 | $61.8 萬 | 0.09% | +65+1.9% | 加碼 |
| Aspire Private Capital, LLC | 3,553 | $61.9 萬 | 0.20% | +18+0.5% | 加碼 |
| Saybrook Capital | 3,600 | $62.7 萬 | 0.19% | 00.0% | 不變 |
| Abbrea Capital, LLC | 3,607 | $62.8 萬 | 0.10% | +805+28.7% | 加碼 |
| Resolute Wealth Strategies, LLC | 3,622 | $63.1 萬 | 0.49% | +6+0.2% | 加碼 |
| MRP Capital Investments, LLC | 3,630 | $63.2 萬 | 0.62% | +2,435+203.8% | 加碼 |
| Capital Investment Advisors, LLC | 3,631 | $63.3 萬 | 0.02% | +104+2.9% | 加碼 |