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 |
|---|---|---|---|---|---|
| Knightsbridge Asset Management, LLC | 3,637 | $63.4 萬 | 0.20% | −3,742−50.7% | 減碼 |
| Cornerstone Wealth Management, LLC | 3,641 | $63.4 萬 | 0.06% | +119+3.4% | 加碼 |
| LGL Partners, LLC | 3,647 | $63.5 萬 | 0.11% | +3+0.1% | 加碼 |
| First City Capital Management, Inc. | 3,648 | $63.5 萬 | 0.38% | 00.0% | 不變 |
| Platform Technology Partners | 3,645 | $63.7 萬 | 0.30% | −16−0.4% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 3,662 | $63.8 萬 | 0.14% | 00.0% | 不變 |
| Oak Harvest Investment Services | 3,663 | $63.8 萬 | 0.14% | +2,010+121.6% | 加碼 |
| Aries Wealth Management | 3,664 | $63.8 萬 | 0.25% | 00.0% | 不變 |
| Gitterman Wealth Management, LLC | 3,670 | $63.9 萬 | 0.30% | 00.0% | 不變 |
| Alerus Financial NA | 3,673 | $64.0 萬 | 0.05% | −23,705−86.6% | 減碼 |
| Wealthsource Partners, LLC | 3,715 | $64.7 萬 | 0.04% | −2,606−41.2% | 減碼 |
| Perpetual Ltd | 3,717 | $64.8 萬 | 0.01% | −1,803−32.7% | 減碼 |
| Grove Bank & Trust | 3,721 | $64.8 萬 | 0.13% | +22+0.6% | 加碼 |
| J. W. Coons Advisors, LLC | 3,767 | $65.6 萬 | 0.18% | 00.0% | 不變 |
| Gradient Investments LLC | 3,767 | $65.6 萬 | 0.02% | −34,285−90.1% | 減碼 |
| Essex Financial Services, Inc. | 3,788 | $66.0 萬 | 0.08% | −4,015−51.5% | 減碼 |
| International Assets Investment Management, LLC | 58,477 | $66.0 萬 | 0.09% | +14,914+34.2% | 加碼 |
| MTM Investment Management, LLC | 3,822 | $66.6 萬 | 0.33% | 00.0% | 不變 |
| Delta Investment Management, LLC | 3,824 | $66.6 萬 | 0.18% | −71−1.8% | 減碼 |
| American National Bank | 3,828 | $66.7 萬 | 0.11% | −26−0.7% | 減碼 |
| Sompo Asset Management Co., Ltd. | 3,840 | $66.9 萬 | 0.12% | +770+25.1% | 加碼 |
| Sunflower Bank, N.A. | 3,845 | $67.0 萬 | 0.16% | −11−0.3% | 減碼 |
| Culbertson A N & Co Inc | 3,865 | $67.3 萬 | 0.13% | 00.0% | 不變 |
| Twelve Points Wealth Management LLC | 3,883 | $67.6 萬 | 0.36% | −490−11.2% | 減碼 |
| Lazari Capital Management, Inc. | 3,890 | $67.8 萬 | 0.38% | +3,890 | 新進 |
| Thoroughbred Financial Services, LLC | 3,928 | $68.4 萬 | 0.09% | +10.0% | 加碼 |
| Greystone Financial Group, LLC | 3,932 | $68.5 萬 | 0.16% | −775−16.5% | 減碼 |
| Red Door Wealth Management, LLC | 3,943 | $68.7 萬 | 0.15% | +3,943 | 新進 |
| PFG Advisors | 3,943 | $68.7 萬 | 0.05% | +37+0.9% | 加碼 |
| Old National Bancorp | 3,950 | $68.8 萬 | 0.02% | +32+0.8% | 加碼 |
| Oakworth Capital, Inc. | 3,976 | $69.3 萬 | 0.06% | +10+0.3% | 加碼 |
| Summit Financial, LLC | 3,977 | $69.3 萬 | 0.05% | +3,977 | 新進 |
| Centerpoint Advisors, LLC | 3,993 | $69.6 萬 | 0.28% | 00.0% | 不變 |
| Outlook Wealth Advisors, LLC | 4,015 | $69.9 萬 | 0.26% | +964+31.6% | 加碼 |
| Salem Investment Counselors Inc | 4,016 | $70.0 萬 | 0.03% | +32+0.8% | 加碼 |
| First Affirmative Financial Network | 4,026 | $70.1 萬 | 0.70% | +399+11.0% | 加碼 |
| Chicago Partners Investment Group LLC | 4,221 | $70.4 萬 | 0.04% | +1,098+35.2% | 加碼 |
| Quadrant Private Wealth Management, LLC | 4,046 | $70.5 萬 | 0.20% | +147+3.8% | 加碼 |
| River & Mercantile Asset Management LLP | 4,064 | $70.7 萬 | 0.14% | −2,880−41.5% | 減碼 |
| First Western Trust Bank | 4,060 | $70.7 萬 | 0.03% | −234−5.4% | 減碼 |
| Meridian Wealth Management, LLC | 4,089 | $71.2 萬 | 0.06% | −46−1.1% | 減碼 |
| Evermay Wealth Management LLC | 4,096 | $71.4 萬 | 0.14% | −63−1.5% | 減碼 |
| Prairie Sky Financial Group LLC | 4,100 | $71.4 萬 | 0.49% | +4,100 | 新進 |
| Baldwin Investment Management, LLC | 4,110 | $71.6 萬 | 0.12% | 00.0% | 不變 |
| Summit Financial Group Inc | 4,110 | $71.6 萬 | 0.28% | 00.0% | 不變 |
| Benin Management CORP | 4,116 | $71.7 萬 | 0.26% | −116−2.7% | 減碼 |
| Sentry Investment Management LLC | 4,124 | $71.8 萬 | 0.27% | +1,062+34.7% | 加碼 |
| Boston Financial Mangement LLC | 4,130 | $71.9 萬 | 0.03% | −180−4.2% | 減碼 |
| Empowered Funds, LLC | 4,133 | $72.0 萬 | 0.03% | +564+15.8% | 加碼 |
| EA Series Trust | 4,133 | $72.0 萬 | 0.03% | +4,133 | 新進 |
| Vista Wealth Management Group, LLC | 4,137 | $72.1 萬 | 0.07% | −92−2.2% | 減碼 |
| Birinyi Associates Inc | 4,150 | $72.3 萬 | 0.26% | +435+11.7% | 加碼 |
| SkyView Investment Advisors, LLC | 4,162 | $72.5 萬 | 0.18% | −3,578−46.2% | 減碼 |
| WBH Advisory Inc | 4,163 | $72.5 萬 | 0.09% | 00.0% | 不變 |
| First National Bank of Hutchinson | 4,169 | $72.6 萬 | 0.53% | +69+1.7% | 加碼 |
| L2 Asset Management, LLC | 4,190 | $73.0 萬 | 0.36% | +425+11.3% | 加碼 |
| Evanson Asset Management, LLC | 4,193 | $73.0 萬 | 0.07% | +20.0% | 加碼 |
| Brighton Jones LLC | 4,194 | $73.1 萬 | 0.04% | +794+23.4% | 加碼 |
| JT Stratford LLC | 4,195 | $73.1 萬 | 0.20% | +4,195 | 新進 |
| Lyell Wealth Management, LP | 4,205 | $73.3 萬 | 0.09% | −1,500−26.3% | 減碼 |
| Lifeworks Advisors, LLC | 4,215 | $73.4 萬 | 0.31% | −143−3.3% | 減碼 |
| 3Chopt Investment Partners, LLC | 4,227 | $73.6 萬 | 0.37% | −200−4.5% | 減碼 |
| Cypress Wealth Services, LLC | 4,215 | $73.9 萬 | 0.19% | +9+0.2% | 加碼 |
| Heritage Wealth Advisors | 4,245 | $73.9 萬 | 0.04% | +36+0.9% | 加碼 |
| Spire Wealth Management | 4,248 | $74.0 萬 | 0.03% | +195+4.8% | 加碼 |
| Beaumont Asset Management, L.L.C. | 4,269 | $74.4 萬 | 0.56% | +8+0.2% | 加碼 |
| Estabrook Capital Management | 4,274 | $74.5 萬 | 0.12% | 00.0% | 不變 |
| Basepoint Wealth LLC | 4,274 | $74.5 萬 | 0.62% | +4+0.1% | 加碼 |
| NorthRock Partners, LLC | 4,306 | $75.0 萬 | 0.08% | −571−11.7% | 減碼 |
| SeaCrest Wealth Management, LLC | 4,307 | $75.0 萬 | 0.09% | +115+2.7% | 加碼 |
| Bond & Devick Financial Network, Inc. | 4,319 | $75.2 萬 | 0.47% | 00.0% | 不變 |
| Wellington Shields & Co., LLC | 4,320 | $75.3 萬 | 0.18% | 00.0% | 不變 |
| Prospera Financial Services Inc | 4,326 | $75.5 萬 | 0.03% | −780−15.3% | 減碼 |
| Sage Rhino Capital LLC | 4,346 | $75.7 萬 | 0.21% | −357−7.6% | 減碼 |
| Unigestion Holding SA | 4,404 | $75.8 萬 | 0.04% | −708−13.8% | 減碼 |
| Alhambra Investment Partners LLC | 4,355 | $75.9 萬 | 0.50% | −63−1.4% | 減碼 |
| Atlas Brown,Inc. | 4,364 | $76.0 萬 | 0.33% | +11+0.3% | 加碼 |
| CFO4Life Group, LLC | 4,367 | $76.1 萬 | 0.16% | −27−0.6% | 減碼 |
| Byrne Asset Management LLC | 4,399 | $76.6 萬 | 0.50% | +99+2.3% | 加碼 |
| RFP Financial Group LLC | 4,397 | $76.6 萬 | 0.31% | +3,945+872.8% | 加碼 |
| BigSur Wealth Management LLC | 4,400 | $76.6 萬 | 0.37% | −300−6.4% | 減碼 |
| Focus Financial Network, Inc. | 4,411 | $76.8 萬 | 0.04% | +157+3.7% | 加碼 |
| IFG Advisors, LLC | 4,414 | $76.9 萬 | 0.27% | +7+0.2% | 加碼 |
| Koshinski Asset Management, Inc. | 4,418 | $77.0 萬 | 0.08% | −467−9.6% | 減碼 |
| Morse Asset Management, Inc | 4,440 | $77.3 萬 | 0.24% | −2,922−39.7% | 減碼 |
| JLB & Associates Inc | 4,450 | $77.5 萬 | 0.11% | +29+0.7% | 加碼 |
| AdvisorNet Financial, Inc | 4,453 | $77.6 萬 | 0.07% | −181−3.9% | 減碼 |
| Ervin Investment Management, LLC | 4,465 | $77.8 萬 | 0.62% | −40−0.9% | 減碼 |
| Graypoint LLC | 4,468 | $77.8 萬 | 0.08% | −233−5.0% | 減碼 |
| Legacy Advisors, LLC | 4,471 | $77.9 萬 | 0.12% | +24+0.5% | 加碼 |
| Conning Inc. | 4,475 | $78.0 萬 | 0.03% | −1,124−20.1% | 減碼 |
| Allegheny Financial Group LTD | 4,475 | $78.0 萬 | 0.37% | +20.0% | 加碼 |
| RSM US Wealth Management LLC | 4,480 | $78.0 萬 | 0.03% | −582−11.5% | 減碼 |
| AIA Group Ltd | 4,488 | $78.2 萬 | 0.04% | +4,488 | 新進 |
| Schulhoff & Co Inc | 4,490 | $78.2 萬 | 0.36% | 00.0% | 不變 |
| Capital Wealth Planning, LLC | 4,510 | $78.6 萬 | 0.01% | −15−0.3% | 減碼 |
| Zhang Financial LLC | 4,518 | $78.7 萬 | 0.08% | +1,428+46.2% | 加碼 |
| Leavell Investment Management, Inc. | 4,521 | $78.8 萬 | 0.05% | 00.0% | 不變 |
| RB Capital Management, LLC | 4,529 | $78.9 萬 | 0.24% | +22+0.5% | 加碼 |
| Baker Avenue Asset Management, LP | 4,545 | $79.2 萬 | 0.04% | −343−7.0% | 減碼 |