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 |
|---|---|---|---|---|---|
| Ritholtz Wealth Management | 6,964 | $121.3 萬 | 0.05% | −18−0.3% | 減碼 |
| Trust Asset Management LLC | 6,944 | $121.0 萬 | 0.13% | 00.0% | 不變 |
| NFJ Investment Group, LLC | 6,929 | $120.7 萬 | 0.03% | −2,629−27.5% | 減碼 |
| SRN Advisors, LLC | 6,906 | $120.3 萬 | 1.07% | −650−8.6% | 減碼 |
| Beacon Financial Group | 6,972 | $120.0 萬 | 0.16% | +70+1.0% | 加碼 |
| Jefferies Financial Group Inc. | 6,888 | $120.0 萬 | 0.03% | −14,834−68.3% | 減碼 |
| Citadel Investment Advisory, Inc. | 6,884 | $119.9 萬 | 0.78% | 00.0% | 不變 |
| Piscataqua Savings Bank | 6,877 | $119.8 萬 | 0.98% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 6,871 | $119.7 萬 | 0.28% | −42−0.6% | 減碼 |
| Patten & Patten Inc | 6,862 | $119.5 萬 | 0.10% | −84−1.2% | 減碼 |
| First Horizon Advisors, Inc. | 6,841 | $119.2 萬 | 0.04% | +2,394+53.8% | 加碼 |
| CMT Capital Markets Trading GmbH | 6,822 | $118.8 萬 | 0.49% | −2,765−28.8% | 減碼 |
| Smithfield Trust Co | 6,820 | $118.7 萬 | 0.07% | −322−4.5% | 減碼 |
| Penserra Capital Management LLC | 6,799 | $118.3 萬 | 0.02% | +3,895+134.1% | 加碼 |
| Segall Bryant & Hamill, LLC | 6,777 | $118.1 萬 | 0.01% | +51+0.8% | 加碼 |
| Icon Wealth Partners, LLC | 6,771 | $118.0 萬 | 0.12% | +104+1.6% | 加碼 |
| Busey Wealth Management | 6,769 | $117.9 萬 | 0.05% | −392−5.5% | 減碼 |
| Wade G W & Inc | 6,755 | $117.7 萬 | 0.04% | +27+0.4% | 加碼 |
| Baker Tilly Wealth Management, LLC | 6,735 | $117.3 萬 | 0.12% | +360+5.6% | 加碼 |
| Vetamer Capital Management, L.P. | 6,719 | $117.0 萬 | 1.81% | −3,247−32.6% | 減碼 |
| Diligent Investors, LLC | 6,676 | $116.3 萬 | 0.34% | +1,175+21.4% | 加碼 |
| Engineers Gate Manager LP | 6,602 | $115.0 萬 | 0.04% | +2,606+65.2% | 加碼 |
| Principle Wealth Partners LLC | 6,584 | $114.7 萬 | 0.12% | +225+3.5% | 加碼 |
| Arete Wealth Advisors, LLC | 6,565 | $114.5 萬 | 0.10% | −2,163−24.8% | 減碼 |
| Duff & Phelps Investment Management Co | 6,555 | $114.2 萬 | 0.01% | 00.0% | 不變 |
| IPG Investment Advisors LLC | 6,537 | $113.9 萬 | 0.25% | +5,150+371.3% | 加碼 |
| Coronation Fund Managers Ltd. | 6,533 | $113.8 萬 | 0.03% | +78+1.2% | 加碼 |
| Checchi Capital Advisers, LLC | 6,528 | $113.7 萬 | 0.10% | +153+2.4% | 加碼 |
| We Are One Seven, LLC | 6,480 | $112.9 萬 | 0.10% | −571−8.1% | 減碼 |
| Carr Financial Group Corp | 6,480 | $112.9 萬 | 0.45% | 00.0% | 不變 |
| Mark Stevens | 6,458 | $112.5 萬 | 0.14% | +216+3.5% | 加碼 |
| Davis Investment Partners, LLC | 6,351 | $112.5 萬 | 0.54% | +6,351 | 新進 |
| Mather Group, LLC. | 6,444 | $112.3 萬 | 0.02% | +996+18.3% | 加碼 |
| SageView Advisory Group, LLC | 6,435 | $112.1 萬 | 0.06% | −1,176−15.5% | 減碼 |
| Semper Augustus Investments Group LLC大師Semper Augustus | 6,426 | $111.9 萬 | 0.26% | −92−1.4% | 減碼 |
| Mutual Advisors, LLC | 6,409 | $111.6 萬 | 0.04% | +296+4.8% | 加碼 |
| Derbend Asset Management | 6,405 | $111.6 萬 | 0.76% | +284+4.6% | 加碼 |
| S&CO Inc | 6,386 | $111.2 萬 | 0.09% | 00.0% | 不變 |
| Aurora Private Wealth, Inc. | 6,362 | $110.8 萬 | 1.26% | −297−4.5% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 6,359 | $110.8 萬 | 0.26% | −283−4.3% | 減碼 |
| Becker Capital Management Inc | 6,243 | $108.8 萬 | 0.04% | −20−0.3% | 減碼 |
| Global Retirement Partners, LLC | 6,217 | $108.3 萬 | 0.05% | −347−5.3% | 減碼 |
| Washington Trust Advisors, Inc. | 6,191 | $107.8 萬 | 0.10% | −2,376−27.7% | 減碼 |
| Hartford Funds Management Co LLC | 6,165 | $107.4 萬 | 0.11% | +719+13.2% | 加碼 |
| Private Trust Co NA | 6,163 | $107.4 萬 | 0.14% | +1,148+22.9% | 加碼 |
| WealthTrust Axiom LLC | 6,153 | $107.2 萬 | 0.36% | 00.0% | 不變 |
| Flputnam Investment Management Co | 6,153 | $107.2 萬 | 0.03% | +544+9.7% | 加碼 |
| Paragon Private Wealth Management, LLC | 6,139 | $106.9 萬 | 0.85% | −761−11.0% | 減碼 |
| Great West Life Assurance Co | 6,107 | $106.8 萬 | 0.00% | −66,549−91.6% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 6,130 | $106.8 萬 | 0.03% | +133+2.2% | 加碼 |
| Harbour Investments, Inc. | 6,129 | $106.8 萬 | 0.05% | −292−4.5% | 減碼 |
| KRS Capital Management, LLC | 6,097 | $106.2 萬 | 1.06% | +110+1.8% | 加碼 |
| Jacobs Levy Equity Management, Inc | 6,068 | $105.7 萬 | 0.01% | −177,955−96.7% | 減碼 |
| Continuum Advisory, LLC | 6,058 | $105.5 萬 | 0.17% | +35+0.6% | 加碼 |
| Ledyard National Bank | 6,048 | $105.4 萬 | 0.11% | −107−1.7% | 減碼 |
| Weil Company, Inc. | 6,000 | $104.5 萬 | 0.47% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 5,993 | $104.4 萬 | 0.41% | +5,993 | 新進 |
| Forum Financial Management, LP | 5,978 | $104.1 萬 | 0.02% | +483+8.8% | 加碼 |
| Parisi Gray Wealth Management | 6,301 | $103.9 萬 | 0.47% | 00.0% | 不變 |
| Laurel Wealth Advisors LLC | 5,952 | $103.7 萬 | 0.21% | −284−4.6% | 減碼 |
| Dover Advisors, LLC | 5,858 | $102.0 萬 | 0.91% | +15+0.3% | 加碼 |
| Spears Abacus Advisors LLC | 5,852 | $101.9 萬 | 0.08% | 00.0% | 不變 |
| Ellis Investment Partners, LLC | 5,847 | $101.9 萬 | 0.25% | +14+0.2% | 加碼 |
| Wealth Alliance | 5,804 | $101.1 萬 | 0.15% | +208+3.7% | 加碼 |
| Symphony Financial, Ltd. Co. | 5,867 | $101.0 萬 | 0.25% | +177+3.1% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,779 | $100.7 萬 | 0.01% | −470−7.5% | 減碼 |
| Highline Wealth Partners LLC | 5,777 | $100.6 萬 | 0.63% | 00.0% | 不變 |
| Spinnaker Trust | 5,719 | $99.6 萬 | 0.07% | −100−1.7% | 減碼 |
| TrinityPoint Wealth, LLC | 5,686 | $99.0 萬 | 0.19% | +26+0.5% | 加碼 |
| Thomas White International Ltd | 5,678 | $98.9 萬 | 0.21% | 00.0% | 不變 |
| Northcape Wealth Management, LLC | 5,659 | $98.6 萬 | 0.36% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 5,647 | $98.4 萬 | 0.08% | −185−3.2% | 減碼 |
| Strategic Advisors LLC | 5,636 | $98.2 萬 | 0.19% | +100+1.8% | 加碼 |
| Desjardins Global Asset Management Inc. | 5,569 | $97.0 萬 | 0.11% | +447+8.7% | 加碼 |
| Lavaca Capital LLC | 5,566 | $97.0 萬 | 0.30% | −718−11.4% | 減碼 |
| Daymark Wealth Partners, LLC | 5,557 | $96.8 萬 | 0.07% | +5,557 | 新進 |
| Burke & Herbert Bank & Trust Co | 5,519 | $96.1 萬 | 0.65% | −58−1.0% | 減碼 |
| Harvest Volatility Management LLC | 5,519 | $96.1 萬 | 0.19% | +208+3.9% | 加碼 |
| Icon Advisers Inc | 5,500 | $95.8 萬 | 0.24% | 00.0% | 不變 |
| First Command Bank | 5,479 | $95.4 萬 | 0.09% | −75−1.4% | 減碼 |
| First Command Financial Services, Inc. | 5,479 | $95.4 萬 | 0.09% | −75−1.4% | 減碼 |
| Boyar Asset Management Inc. | 5,458 | $95.1 萬 | 0.70% | −34−0.6% | 減碼 |
| Pecaut & Co. | 5,427 | $94.5 萬 | 0.40% | 00.0% | 不變 |
| Crewe Advisors LLC | 5,417 | $94.4 萬 | 0.13% | −280−4.9% | 減碼 |
| Sargent Investment Group, LLC | 5,408 | $94.2 萬 | 0.23% | −27−0.5% | 減碼 |
| Amica Retiree Medical Trust | 5,403 | $94.1 萬 | 1.05% | −741−12.1% | 減碼 |
| Allworth Financial LP | 5,393 | $93.9 萬 | 0.01% | +320+6.3% | 加碼 |
| TCI Wealth Advisors, Inc. | 5,367 | $93.5 萬 | 0.12% | +319+6.3% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 5,299 | $92.3 萬 | 0.07% | +698+15.2% | 加碼 |
| Hohimer Wealth Management, LLC | 5,282 | $92.0 萬 | 0.25% | −207−3.8% | 減碼 |
| Ameritas Advisory Services, LLC | 5,418 | $92.0 萬 | 0.12% | −4,180−43.6% | 減碼 |
| Lewis Capital Management, LLC | 5,272 | $91.8 萬 | 1.32% | +10.0% | 加碼 |
| IHT Wealth Management, LLC | 5,260 | $91.6 萬 | 0.05% | −915−14.8% | 減碼 |
| Guyasuta Investment Advisors Inc | 5,255 | $91.5 萬 | 0.07% | −200−3.7% | 減碼 |
| Cumberland Partners Ltd | 5,250 | $91.5 萬 | 0.08% | +3,250+162.5% | 加碼 |
| Independent Financial Group, LLC | 5,213 | $90.8 萬 | 0.06% | +277+5.6% | 加碼 |
| Vectors Research Management, LLC | 5,209 | $90.7 萬 | 0.26% | +33+0.6% | 加碼 |
| Bedel Financial Consulting, Inc. | 5,178 | $90.2 萬 | 0.19% | −10.0% | 減碼 |
| Weik Capital Management | 5,168 | $90.0 萬 | 0.43% | +25+0.5% | 加碼 |
| Algert Global LLC | 5,112 | $89.1 萬 | 0.04% | 00.0% | 不變 |