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 |
|---|---|---|---|---|---|
| Ingalls & Snyder LLC | 8,950 | $155.9 萬 | 0.08% | +750+9.1% | 加碼 |
| RNC Capital Management LLC | 8,884 | $154.8 萬 | 0.09% | −1,010−10.2% | 減碼 |
| Equitable Holdings, Inc. | 8,882 | $154.7 萬 | 0.02% | +3,941+79.8% | 加碼 |
| Berkshire Asset Management LLC | 8,877 | $154.6 萬 | 0.09% | +10.0% | 加碼 |
| Merit Financial Group, LLC | 8,849 | $154.1 萬 | 0.05% | +1,255+16.5% | 加碼 |
| Jones Financial Companies LLLP | 8,791 | $153.1 萬 | 0.00% | −327−3.6% | 減碼 |
| Simmons Bank | 8,782 | $153.0 萬 | 0.13% | −108−1.2% | 減碼 |
| Barden Capital Management, Inc. | 8,778 | $152.9 萬 | 1.68% | −1,211−12.1% | 減碼 |
| Beaumont Financial Advisors, LLC | 8,760 | $152.6 萬 | 0.14% | +116+1.3% | 加碼 |
| Evergreen Capital Management LLC | 8,758 | $152.6 萬 | 0.06% | +196+2.3% | 加碼 |
| Center for Financial Planning, Inc. | 8,732 | $152.1 萬 | 0.32% | 00.0% | 不變 |
| Western Wealth Management, LLC | 8,677 | $151.1 萬 | 0.13% | −49−0.6% | 減碼 |
| Walter & Keenan Financial Consulting Co | 8,656 | $150.8 萬 | 0.55% | −101−1.2% | 減碼 |
| Taylor Frigon Capital Management LLC | 8,652 | $150.7 萬 | 0.74% | −72−0.8% | 減碼 |
| HBK Sorce Advisory LLC | 8,645 | $150.6 萬 | 0.06% | −70−0.8% | 減碼 |
| Wedmont Private Capital | 8,677 | $150.5 萬 | 0.16% | +2,024+30.4% | 加碼 |
| DoubleLine ETF Adviser LP | 8,619 | $150.1 萬 | 0.55% | +194+2.3% | 加碼 |
| Howard Capital Management Group, LLC | 8,615 | $150.1 萬 | 0.14% | 00.0% | 不變 |
| Coastal Bridge Advisors, LLC | 8,615 | $150.1 萬 | 0.37% | +62+0.7% | 加碼 |
| United Asset Strategies, Inc. | 8,582 | $149.5 萬 | 0.19% | +23+0.3% | 加碼 |
| Strategic Investment Advisors | 8,575 | $149.4 萬 | 0.21% | −68−0.8% | 減碼 |
| Investors Asset Management of Georgia Inc | 8,550 | $148.9 萬 | 0.77% | 00.0% | 不變 |
| Rothschild Investment Corp | 8,510 | $148.3 萬 | 0.12% | +118+1.4% | 加碼 |
| Hiddenite Capital Partners LP | 8,500 | $148.1 萬 | 1.90% | +8,500 | 新進 |
| Invst, LLC | 8,477 | $147.7 萬 | 0.21% | −69−0.8% | 減碼 |
| Harbor Capital Advisors, Inc. | 8,391 | $146.2 萬 | 0.29% | 00.0% | 不變 |
| Altshuler Shaham Ltd | 8,384 | $146.0 萬 | 0.03% | −4,223−33.5% | 減碼 |
| Amarillo National Bank | 8,374 | $145.9 萬 | 0.28% | −15−0.2% | 減碼 |
| Citizens National Bank Trust Department | 8,371 | $145.8 萬 | 0.39% | +5,476+189.2% | 加碼 |
| Oldfather Financial Services, LLC | 8,326 | $145.0 萬 | 0.71% | −300−3.5% | 減碼 |
| BancorpSouth Bank | 8,326 | $145.0 萬 | 0.13% | +888+11.9% | 加碼 |
| Boltwood Capital Management | 8,325 | $145.0 萬 | 0.52% | −55−0.7% | 減碼 |
| Insigneo Advisory Services, LLC | 8,308 | $144.7 萬 | 0.28% | +4,392+112.2% | 加碼 |
| Massmutual Trust Co FSB | 8,277 | $144.2 萬 | 0.05% | +70+0.9% | 加碼 |
| Rathbone Brothers plc | 8,276 | $144.2 萬 | 0.01% | −281−3.3% | 減碼 |
| Osborne Partners Capital Management, LLC | 8,261 | $143.9 萬 | 0.10% | −53−0.6% | 減碼 |
| Apollon Wealth Management, LLC | 8,254 | $143.8 萬 | 0.07% | +318+4.0% | 加碼 |
| Palisade Asset Management, LLC | 8,248 | $143.7 萬 | 0.17% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 8,230 | $143.4 萬 | 0.02% | +8,230 | 新進 |
| Grimes & Company, Inc. | 8,221 | $143.2 萬 | 0.05% | −45−0.5% | 減碼 |
| Lazard Freres Gestion S.A.S. | 8,285 | $143.2 萬 | 0.04% | −530−6.0% | 減碼 |
| Anchor Investment Management, LLC | 8,196 | $142.8 萬 | 0.18% | −2,025−19.8% | 減碼 |
| FineMark National Bank & Trust | 8,190 | $142.7 萬 | 0.06% | −391−4.6% | 減碼 |
| Evoke Wealth, LLC | 8,145 | $141.9 萬 | 0.05% | +159+2.0% | 加碼 |
| Triad Investment Management | 8,138 | $141.8 萬 | 1.97% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 8,101 | $141.1 萬 | 0.06% | −130−1.6% | 減碼 |
| McMillion Capital Management Inc | 8,090 | $140.9 萬 | 1.25% | 00.0% | 不變 |
| EFG Asset Management (North America) Corp. | 8,080 | $140.7 萬 | 0.30% | −2,945−26.7% | 減碼 |
| Pitcairn Co | 8,009 | $139.5 萬 | 0.12% | −64−0.8% | 減碼 |
| Union Heritage Capital, LLC | 8,000 | $139.4 萬 | 0.75% | 00.0% | 不變 |
| Stokes Family Office, LLC | 7,999 | $139.3 萬 | 0.16% | +87+1.1% | 加碼 |
| RFG Advisory, LLC | 7,976 | $138.9 萬 | 0.06% | −18−0.2% | 減碼 |
| Greenwood Gearhart Inc | 7,958 | $138.6 萬 | 0.16% | −65−0.8% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 7,933 | $138.2 萬 | 0.47% | −227−2.8% | 減碼 |
| Excalibur Management Corp | 7,911 | $137.8 萬 | 0.70% | −150−1.9% | 減碼 |
| Veriti Management LLC | 7,909 | $137.8 萬 | 0.15% | −1,653−17.3% | 減碼 |
| Community Bank, N.A. | 7,865 | $137.0 萬 | 0.18% | −153−1.9% | 減碼 |
| Intellectus Partners, LLC | 7,812 | $136.1 萬 | 0.41% | +450+6.1% | 加碼 |
| Wealth Advisors, Inc. | 7,786 | $135.7 萬 | 0.58% | 00.0% | 不變 |
| Qtron Investments LLC | 7,759 | $135.2 萬 | 0.26% | −1,319−14.5% | 減碼 |
| Fund Management at Engine No. 1 LLC | 7,741 | $134.8 萬 | 0.25% | +520+7.2% | 加碼 |
| Natixis | 7,720 | $134.5 萬 | 0.01% | +7,720 | 新進 |
| Summit Trail Advisors, LLC | 7,710 | $134.3 萬 | 0.05% | +1,809+30.7% | 加碼 |
| Bank of Hawaii | 7,689 | $133.9 萬 | 0.07% | −30.0% | 減碼 |
| Gotham Asset Management, LLC | 7,683 | $133.8 萬 | 0.03% | −826−9.7% | 減碼 |
| Beach Investment Counsel Inc | 7,633 | $133.0 萬 | 0.16% | 00.0% | 不變 |
| Paradigm Financial Partners, LLC | 7,608 | $132.5 萬 | 0.36% | +444+6.2% | 加碼 |
| Associated Banc-Corp | 7,606 | $132.5 萬 | 0.05% | −62−0.8% | 減碼 |
| AXS Investments LLC | 7,556 | $131.6 萬 | 0.35% | +706+10.3% | 加碼 |
| Chesapeake Wealth Management | 7,488 | $130.4 萬 | 0.51% | −107−1.4% | 減碼 |
| Ascent Group, LLC | 7,829 | $129.9 萬 | 0.14% | −147−1.8% | 減碼 |
| Joel Isaacson & Co., LLC | 7,433 | $129.5 萬 | 0.09% | 00.0% | 不變 |
| Signature Wealth Management Group | 7,425 | $129.3 萬 | 0.60% | −175−2.3% | 減碼 |
| Lumature Wealth Partners, LLC | 7,410 | $129.1 萬 | 0.77% | −43−0.6% | 減碼 |
| Karpas Strategies, LLC | 7,395 | $128.8 萬 | 0.43% | −341−4.4% | 減碼 |
| Caldwell Sutter Capital, Inc. | 7,352 | $128.1 萬 | 0.67% | +7,312+18,280.0% | 加碼 |
| Woodstock Corp | 7,350 | $128.0 萬 | 0.15% | −888−10.8% | 減碼 |
| ING Groep NV | 7,337 | $127.8 萬 | 0.01% | −9,531−56.5% | 減碼 |
| Foundations Investment Advisors, LLC | 7,292 | $127.0 萬 | 0.04% | +3,235+79.7% | 加碼 |
| YHB Investment Advisors, Inc. | 7,287 | $126.9 萬 | 0.12% | +75+1.0% | 加碼 |
| Auxier Asset Management | 7,273 | $126.7 萬 | 0.21% | 00.0% | 不變 |
| Monte Financial Group, LLC | 7,249 | $126.3 萬 | 0.62% | +83+1.2% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 7,240 | $126.1 萬 | 0.09% | 00.0% | 不變 |
| Lee Danner & Bass Inc | 7,223 | $125.8 萬 | 0.11% | +12+0.2% | 加碼 |
| Cigna Investments Inc | 7,215 | $125.7 萬 | 0.23% | −58−0.8% | 減碼 |
| Fort Point Capital Partners LLC | 7,212 | $125.6 萬 | 0.19% | +15+0.2% | 加碼 |
| Connolly Sarah T. | 7,200 | $125.4 萬 | 0.76% | −85−1.2% | 減碼 |
| Balentine LLC | 7,200 | $125.4 萬 | 0.04% | +8+0.1% | 加碼 |
| Symmetry Partners, LLC | 7,193 | $125.3 萬 | 0.07% | +376+5.5% | 加碼 |
| Clarius Group, LLC | 7,191 | $125.3 萬 | 0.10% | −136−1.9% | 減碼 |
| Veracity Capital LLC | 7,172 | $124.9 萬 | 0.53% | +10+0.1% | 加碼 |
| Van Strum & Towne Inc. | 7,140 | $124.4 萬 | 0.51% | 00.0% | 不變 |
| Transatlantique Private Wealth LLC | 7,128 | $124.2 萬 | 0.65% | −15−0.2% | 減碼 |
| Ameritas Investment Partners, Inc. | 7,077 | $123.3 萬 | 0.05% | −254−3.5% | 減碼 |
| Insight Advisors, LLC | 7,077 | $123.3 萬 | 0.28% | −11−0.2% | 減碼 |
| McAdam, LLC | 7,064 | $123.1 萬 | 0.10% | +153+2.2% | 加碼 |
| Telemus Capital, LLC | 6,999 | $121.9 萬 | 0.10% | −116−1.6% | 減碼 |
| Edentree Asset Management Ltd | 7,000 | $121.9 萬 | 0.42% | +7,000 | 新進 |
| Townsend & Associates, Inc | 7,318 | $121.8 萬 | 0.31% | +578+8.6% | 加碼 |
| Levin Capital Strategies, L.P. | 6,964 | $121.3 萬 | 0.14% | +1,900+37.5% | 加碼 |