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 |
|---|---|---|---|---|---|
| Lawson Kroeker Investment Management Inc | 5,109 | $89.0 萬 | 0.21% | −20−0.4% | 減碼 |
| Dakota Wealth Management | 5,091 | $88.7 萬 | 0.04% | +542+11.9% | 加碼 |
| Wealthspire Advisors, LLC | 5,073 | $88.4 萬 | 0.01% | −5−0.1% | 減碼 |
| Parkside Financial Bank & Trust | 5,070 | $88.3 萬 | 0.21% | +6+0.1% | 加碼 |
| Summit Global Investments | 5,056 | $88.1 萬 | 0.06% | +1,649+48.4% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 5,057 | $88.1 萬 | 0.09% | +5,057 | 新進 |
| NBT Bank N A | 5,037 | $87.7 萬 | 0.13% | −120−2.3% | 減碼 |
| Garde Capital, Inc. | 5,013 | $87.3 萬 | 0.07% | 00.0% | 不變 |
| Monetta Financial Services Inc | 5,000 | $87.1 萬 | 0.85% | 00.0% | 不變 |
| Spirit of America Management Corp | 5,000 | $87.1 萬 | 0.20% | 00.0% | 不變 |
| Linscomb & Williams, Inc. | 4,990 | $86.9 萬 | 0.05% | +10.0% | 加碼 |
| Waldron Private Wealth LLC | 4,975 | $86.7 萬 | 0.04% | −752−13.1% | 減碼 |
| Linden Thomas Advisory Services, LLC | 4,960 | $86.4 萬 | 0.19% | +868+21.2% | 加碼 |
| Capital Management Associates | 4,955 | $86.3 萬 | 1.27% | −29−0.6% | 減碼 |
| Caxton Associates LP | 4,931 | $85.9 萬 | 0.13% | +4,931 | 新進 |
| Aspiriant, LLC | 4,920 | $85.7 萬 | 0.04% | −266−5.1% | 減碼 |
| Oak Grove Capital LLC | 4,919 | $85.7 萬 | 0.31% | +15+0.3% | 加碼 |
| BDO Wealth Advisors, LLC | 4,898 | $85.3 萬 | 0.10% | +2,993+157.1% | 加碼 |
| Confluence Wealth Services, Inc. | 4,897 | $85.3 萬 | 0.18% | +75+1.6% | 加碼 |
| Resources Management Corp | 4,895 | $85.3 萬 | 0.13% | +4,295+715.8% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,877 | $85.0 萬 | 0.14% | −186−3.7% | 減碼 |
| Crestwood Advisors Group LLC | 4,871 | $84.9 萬 | 0.03% | −201−4.0% | 減碼 |
| Financial Counselors Inc | 4,863 | $84.7 萬 | 0.02% | −16−0.3% | 減碼 |
| Steel Peak Wealth Management LLC | 4,859 | $84.6 萬 | 0.05% | +260+5.7% | 加碼 |
| Pflug Koory, LLC | 4,833 | $84.2 萬 | 0.43% | 00.0% | 不變 |
| Washington Trust Co | 4,830 | $84.1 萬 | 0.04% | −142−2.9% | 減碼 |
| Leisure Capital Management | 4,809 | $83.8 萬 | 0.46% | −221−4.4% | 減碼 |
| S.A. Mason LLC | 5,053 | $83.3 萬 | 0.61% | 00.0% | 不變 |
| North Star Investment Management Corp. | 4,780 | $83.3 萬 | 0.07% | +50+1.1% | 加碼 |
| First Foundation Advisors | 4,767 | $83.0 萬 | 0.04% | +164+3.6% | 加碼 |
| Tufton Capital Management | 4,735 | $82.5 萬 | 0.18% | 00.0% | 不變 |
| Papp L Roy & Associates | 4,716 | $82.1 萬 | 0.11% | −500−9.6% | 減碼 |
| Saxon Interests, Inc. | 4,714 | $82.1 萬 | 0.44% | +35+0.7% | 加碼 |
| Fred Alger Management, LLC | 4,706 | $82.0 萬 | 0.00% | 00.0% | 不變 |
| Kistler-Tiffany Companies, LLC | 4,700 | $81.9 萬 | 0.13% | −12−0.3% | 減碼 |
| Guardian Investment Management | 4,692 | $81.7 萬 | 0.70% | +4,692 | 新進 |
| Robertson Stephens Wealth Management, LLC | 4,673 | $81.4 萬 | 0.06% | −1,058−18.5% | 減碼 |
| Leonteq Securities AG | 4,657 | $81.1 萬 | 0.08% | −11,103−70.5% | 減碼 |
| Hall Capital Management Co Inc | 4,656 | $81.1 萬 | 0.46% | +648+16.2% | 加碼 |
| Advisors Capital Management, LLC | 4,632 | $80.7 萬 | 0.02% | +188+4.2% | 加碼 |
| UniSuper Management Pty Ltd | 4,600 | $80.1 萬 | 0.01% | +4,600 | 新進 |
| First National Bank of South Miami | 4,600 | $80.1 萬 | 0.64% | −752−14.1% | 減碼 |
| Sentry LLC | 4,591 | $80.0 萬 | 0.17% | 00.0% | 不變 |
| Ignite Planners, LLC | 4,705 | $79.9 萬 | 0.31% | +98+2.1% | 加碼 |
| Profit Investment Management, LLC | 4,585 | $79.9 萬 | 0.52% | +13+0.3% | 加碼 |
| Verus Capital Partners, LLC | 4,575 | $79.7 萬 | 0.11% | −152−3.2% | 減碼 |
| Brooks, Moore & Associates, Inc. | 4,548 | $79.2 萬 | 0.56% | 00.0% | 不變 |
| Baker Avenue Asset Management, LP | 4,545 | $79.2 萬 | 0.04% | −343−7.0% | 減碼 |
| RB Capital Management, LLC | 4,529 | $78.9 萬 | 0.24% | +22+0.5% | 加碼 |
| Leavell Investment Management, Inc. | 4,521 | $78.8 萬 | 0.05% | 00.0% | 不變 |
| Zhang Financial LLC | 4,518 | $78.7 萬 | 0.08% | +1,428+46.2% | 加碼 |
| Capital Wealth Planning, LLC | 4,510 | $78.6 萬 | 0.01% | −15−0.3% | 減碼 |
| Schulhoff & Co Inc | 4,490 | $78.2 萬 | 0.36% | 00.0% | 不變 |
| AIA Group Ltd | 4,488 | $78.2 萬 | 0.04% | +4,488 | 新進 |
| RSM US Wealth Management LLC | 4,480 | $78.0 萬 | 0.03% | −582−11.5% | 減碼 |
| Allegheny Financial Group LTD | 4,475 | $78.0 萬 | 0.37% | +20.0% | 加碼 |
| Conning Inc. | 4,475 | $78.0 萬 | 0.03% | −1,124−20.1% | 減碼 |
| Legacy Advisors, LLC | 4,471 | $77.9 萬 | 0.12% | +24+0.5% | 加碼 |
| Graypoint LLC | 4,468 | $77.8 萬 | 0.08% | −233−5.0% | 減碼 |
| Ervin Investment Management, LLC | 4,465 | $77.8 萬 | 0.62% | −40−0.9% | 減碼 |
| AdvisorNet Financial, Inc | 4,453 | $77.6 萬 | 0.07% | −181−3.9% | 減碼 |
| JLB & Associates Inc | 4,450 | $77.5 萬 | 0.11% | +29+0.7% | 加碼 |
| Morse Asset Management, Inc | 4,440 | $77.3 萬 | 0.24% | −2,922−39.7% | 減碼 |
| Koshinski Asset Management, Inc. | 4,418 | $77.0 萬 | 0.08% | −467−9.6% | 減碼 |
| IFG Advisors, LLC | 4,414 | $76.9 萬 | 0.27% | +7+0.2% | 加碼 |
| Focus Financial Network, Inc. | 4,411 | $76.8 萬 | 0.04% | +157+3.7% | 加碼 |
| BigSur Wealth Management LLC | 4,400 | $76.6 萬 | 0.37% | −300−6.4% | 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 |
| CFO4Life Group, LLC | 4,367 | $76.1 萬 | 0.16% | −27−0.6% | 減碼 |
| Atlas Brown,Inc. | 4,364 | $76.0 萬 | 0.33% | +11+0.3% | 加碼 |
| Alhambra Investment Partners LLC | 4,355 | $75.9 萬 | 0.50% | −63−1.4% | 減碼 |
| Unigestion Holding SA | 4,404 | $75.8 萬 | 0.04% | −708−13.8% | 減碼 |
| Sage Rhino Capital LLC | 4,346 | $75.7 萬 | 0.21% | −357−7.6% | 減碼 |
| Prospera Financial Services Inc | 4,326 | $75.5 萬 | 0.03% | −780−15.3% | 減碼 |
| Wellington Shields & Co., LLC | 4,320 | $75.3 萬 | 0.18% | 00.0% | 不變 |
| Bond & Devick Financial Network, Inc. | 4,319 | $75.2 萬 | 0.47% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 4,307 | $75.0 萬 | 0.09% | +115+2.7% | 加碼 |
| NorthRock Partners, LLC | 4,306 | $75.0 萬 | 0.08% | −571−11.7% | 減碼 |
| Basepoint Wealth LLC | 4,274 | $74.5 萬 | 0.62% | +4+0.1% | 加碼 |
| Estabrook Capital Management | 4,274 | $74.5 萬 | 0.12% | 00.0% | 不變 |
| Beaumont Asset Management, L.L.C. | 4,269 | $74.4 萬 | 0.56% | +8+0.2% | 加碼 |
| Spire Wealth Management | 4,248 | $74.0 萬 | 0.03% | +195+4.8% | 加碼 |
| Heritage Wealth Advisors | 4,245 | $73.9 萬 | 0.04% | +36+0.9% | 加碼 |
| Cypress Wealth Services, LLC | 4,215 | $73.9 萬 | 0.19% | +9+0.2% | 加碼 |
| 3Chopt Investment Partners, LLC | 4,227 | $73.6 萬 | 0.37% | −200−4.5% | 減碼 |
| Lifeworks Advisors, LLC | 4,215 | $73.4 萬 | 0.31% | −143−3.3% | 減碼 |
| Lyell Wealth Management, LP | 4,205 | $73.3 萬 | 0.09% | −1,500−26.3% | 減碼 |
| JT Stratford LLC | 4,195 | $73.1 萬 | 0.20% | +4,195 | 新進 |
| Brighton Jones LLC | 4,194 | $73.1 萬 | 0.04% | +794+23.4% | 加碼 |
| Evanson Asset Management, LLC | 4,193 | $73.0 萬 | 0.07% | +20.0% | 加碼 |
| L2 Asset Management, LLC | 4,190 | $73.0 萬 | 0.36% | +425+11.3% | 加碼 |
| First National Bank of Hutchinson | 4,169 | $72.6 萬 | 0.53% | +69+1.7% | 加碼 |
| WBH Advisory Inc | 4,163 | $72.5 萬 | 0.09% | 00.0% | 不變 |
| SkyView Investment Advisors, LLC | 4,162 | $72.5 萬 | 0.18% | −3,578−46.2% | 減碼 |
| Birinyi Associates Inc | 4,150 | $72.3 萬 | 0.26% | +435+11.7% | 加碼 |
| Vista Wealth Management Group, LLC | 4,137 | $72.1 萬 | 0.07% | −92−2.2% | 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 |
| Boston Financial Mangement LLC | 4,130 | $71.9 萬 | 0.03% | −180−4.2% | 減碼 |