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 |
|---|---|---|---|---|---|
| Sentry Investment Management LLC | 4,124 | $71.8 萬 | 0.27% | +1,062+34.7% | 加碼 |
| Benin Management CORP | 4,116 | $71.7 萬 | 0.26% | −116−2.7% | 減碼 |
| 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 |
| Prairie Sky Financial Group LLC | 4,100 | $71.4 萬 | 0.49% | +4,100 | 新進 |
| Evermay Wealth Management LLC | 4,096 | $71.4 萬 | 0.14% | −63−1.5% | 減碼 |
| Meridian Wealth Management, LLC | 4,089 | $71.2 萬 | 0.06% | −46−1.1% | 減碼 |
| First Western Trust Bank | 4,060 | $70.7 萬 | 0.03% | −234−5.4% | 減碼 |
| River & Mercantile Asset Management LLP | 4,064 | $70.7 萬 | 0.14% | −2,880−41.5% | 減碼 |
| Quadrant Private Wealth Management, LLC | 4,046 | $70.5 萬 | 0.20% | +147+3.8% | 加碼 |
| Chicago Partners Investment Group LLC | 4,221 | $70.4 萬 | 0.04% | +1,098+35.2% | 加碼 |
| First Affirmative Financial Network | 4,026 | $70.1 萬 | 0.70% | +399+11.0% | 加碼 |
| Salem Investment Counselors Inc | 4,016 | $70.0 萬 | 0.03% | +32+0.8% | 加碼 |
| Outlook Wealth Advisors, LLC | 4,015 | $69.9 萬 | 0.26% | +964+31.6% | 加碼 |
| Centerpoint Advisors, LLC | 3,993 | $69.6 萬 | 0.28% | 00.0% | 不變 |
| Summit Financial, LLC | 3,977 | $69.3 萬 | 0.05% | +3,977 | 新進 |
| Oakworth Capital, Inc. | 3,976 | $69.3 萬 | 0.06% | +10+0.3% | 加碼 |
| Old National Bancorp | 3,950 | $68.8 萬 | 0.02% | +32+0.8% | 加碼 |
| PFG Advisors | 3,943 | $68.7 萬 | 0.05% | +37+0.9% | 加碼 |
| Red Door Wealth Management, LLC | 3,943 | $68.7 萬 | 0.15% | +3,943 | 新進 |
| Greystone Financial Group, LLC | 3,932 | $68.5 萬 | 0.16% | −775−16.5% | 減碼 |
| Thoroughbred Financial Services, LLC | 3,928 | $68.4 萬 | 0.09% | +10.0% | 加碼 |
| Lazari Capital Management, Inc. | 3,890 | $67.8 萬 | 0.38% | +3,890 | 新進 |
| Twelve Points Wealth Management LLC | 3,883 | $67.6 萬 | 0.36% | −490−11.2% | 減碼 |
| Culbertson A N & Co Inc | 3,865 | $67.3 萬 | 0.13% | 00.0% | 不變 |
| Sunflower Bank, N.A. | 3,845 | $67.0 萬 | 0.16% | −11−0.3% | 減碼 |
| Sompo Asset Management Co., Ltd. | 3,840 | $66.9 萬 | 0.12% | +770+25.1% | 加碼 |
| American National Bank | 3,828 | $66.7 萬 | 0.11% | −26−0.7% | 減碼 |
| Delta Investment Management, LLC | 3,824 | $66.6 萬 | 0.18% | −71−1.8% | 減碼 |
| MTM Investment Management, LLC | 3,822 | $66.6 萬 | 0.33% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 58,477 | $66.0 萬 | 0.09% | +14,914+34.2% | 加碼 |
| Essex Financial Services, Inc. | 3,788 | $66.0 萬 | 0.08% | −4,015−51.5% | 減碼 |
| Gradient Investments LLC | 3,767 | $65.6 萬 | 0.02% | −34,285−90.1% | 減碼 |
| J. W. Coons Advisors, LLC | 3,767 | $65.6 萬 | 0.18% | 00.0% | 不變 |
| Grove Bank & Trust | 3,721 | $64.8 萬 | 0.13% | +22+0.6% | 加碼 |
| Perpetual Ltd | 3,717 | $64.8 萬 | 0.01% | −1,803−32.7% | 減碼 |
| Wealthsource Partners, LLC | 3,715 | $64.7 萬 | 0.04% | −2,606−41.2% | 減碼 |
| Alerus Financial NA | 3,673 | $64.0 萬 | 0.05% | −23,705−86.6% | 減碼 |
| Gitterman Wealth Management, LLC | 3,670 | $63.9 萬 | 0.30% | 00.0% | 不變 |
| Aries Wealth Management | 3,664 | $63.8 萬 | 0.25% | 00.0% | 不變 |
| Oak Harvest Investment Services | 3,663 | $63.8 萬 | 0.14% | +2,010+121.6% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 3,662 | $63.8 萬 | 0.14% | 00.0% | 不變 |
| Platform Technology Partners | 3,645 | $63.7 萬 | 0.30% | −16−0.4% | 減碼 |
| First City Capital Management, Inc. | 3,648 | $63.5 萬 | 0.38% | 00.0% | 不變 |
| LGL Partners, LLC | 3,647 | $63.5 萬 | 0.11% | +3+0.1% | 加碼 |
| Cornerstone Wealth Management, LLC | 3,641 | $63.4 萬 | 0.06% | +119+3.4% | 加碼 |
| Knightsbridge Asset Management, LLC | 3,637 | $63.4 萬 | 0.20% | −3,742−50.7% | 減碼 |
| Capital Investment Advisors, LLC | 3,631 | $63.3 萬 | 0.02% | +104+2.9% | 加碼 |
| MRP Capital Investments, LLC | 3,630 | $63.2 萬 | 0.62% | +2,435+203.8% | 加碼 |
| Resolute Wealth Strategies, LLC | 3,622 | $63.1 萬 | 0.49% | +6+0.2% | 加碼 |
| Abbrea Capital, LLC | 3,607 | $62.8 萬 | 0.10% | +805+28.7% | 加碼 |
| Saybrook Capital | 3,600 | $62.7 萬 | 0.19% | 00.0% | 不變 |
| Aspire Private Capital, LLC | 3,553 | $61.9 萬 | 0.20% | +18+0.5% | 加碼 |
| Magnus Financial Group LLC | 3,549 | $61.8 萬 | 0.09% | +65+1.9% | 加碼 |
| Orleans Capital Management Corp | 3,545 | $61.8 萬 | 0.44% | +1,905+116.2% | 加碼 |
| Colonial Trust Advisors | 3,542 | $61.7 萬 | 0.07% | 00.0% | 不變 |
| Wesbanco Bank Inc | 3,539 | $61.7 萬 | 0.03% | −400−10.2% | 減碼 |
| Hills Bank & Trust Co | 3,530 | $61.5 萬 | 0.08% | −100−2.8% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 3,529 | $61.5 萬 | 0.01% | +3,529 | 新進 |
| Sigma Investment Counselors Inc | 3,527 | $61.4 萬 | 0.05% | 00.0% | 不變 |
| Somerville Kurt F | 3,525 | $61.4 萬 | 0.12% | −25−0.7% | 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 |
| Ipswich Investment Management Co., Inc. | 3,516 | $61.2 萬 | 0.16% | −50−1.4% | 減碼 |
| Great Valley Advisor Group, Inc. | 3,495 | $60.9 萬 | 0.03% | −884−20.2% | 減碼 |
| Richwood Investment Advisors, LLC | 3,498 | $60.9 萬 | 0.59% | −64−1.8% | 減碼 |
| Portside Wealth Group, LLC | 3,495 | $60.9 萬 | 0.11% | +3,495 | 新進 |
| Union Savings Bank | 3,596 | $60.7 萬 | 0.36% | +3,596 | 新進 |
| Kovack Advisors, Inc. | 3,464 | $60.4 萬 | 0.08% | −115−3.2% | 減碼 |
| Archford Capital Strategies, LLC | 3,594 | $60.3 萬 | 0.11% | −33−0.9% | 減碼 |
| Accredited Investors Inc. | 3,452 | $60.1 萬 | 0.04% | +431+14.3% | 加碼 |
| Breakwater Capital Group | 3,450 | $60.1 萬 | 0.22% | 00.0% | 不變 |
| Summit X, LLC | 3,442 | $60.0 萬 | 0.15% | +4+0.1% | 加碼 |
| Ellevest, Inc. | 3,442 | $60.0 萬 | 0.05% | −192−5.3% | 減碼 |
| Transform Wealth, LLC | 3,441 | $59.9 萬 | 0.05% | −71−2.0% | 減碼 |
| Defined Wealth Management, LLC | 3,414 | $59.5 萬 | 0.50% | −30−0.9% | 減碼 |
| Spouting Rock Asset Management, LLC | 3,407 | $59.3 萬 | 0.21% | 00.0% | 不變 |
| MidWestOne Financial Group, Inc. | 3,404 | $59.3 萬 | 0.13% | 00.0% | 不變 |
| SYSTM Wealth Solutions LLC | 3,392 | $59.1 萬 | 0.08% | +663+24.3% | 加碼 |
| Philadelphia Trust Co | 3,357 | $58.5 萬 | 0.06% | 00.0% | 不變 |
| Waterfront Wealth Inc. | 3,484 | $58.4 萬 | 0.17% | −1,188−25.4% | 減碼 |
| Carnegie Capital Asset Management, LLC | 3,353 | $58.4 萬 | 0.02% | −29−0.9% | 減碼 |
| Arrow Financial Corp | 3,348 | $58.3 萬 | 0.07% | −52−1.5% | 減碼 |
| Agate Pass Investment Management, LLC | 3,330 | $58.0 萬 | 0.35% | −185−5.3% | 減碼 |
| Sanders Morris Harris LLC | 3,297 | $57.8 萬 | 0.13% | +3,297 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 3,317 | $57.8 萬 | 0.11% | −224−6.3% | 減碼 |
| Congress Wealth Management LLC | 3,314 | $57.7 萬 | 0.01% | +39+1.2% | 加碼 |
| RMB Capital Management, LLC | 3,313 | $57.7 萬 | 0.02% | +81+2.5% | 加碼 |
| Aspen Investment Management Inc | 3,310 | $57.7 萬 | 0.34% | +152+4.8% | 加碼 |
| Geller Advisors LLC | 3,303 | $57.5 萬 | 0.07% | +492+17.5% | 加碼 |
| Private Ocean, LLC | 3,295 | $57.4 萬 | 0.07% | −196−5.6% | 減碼 |
| Hartford Financial Management Inc. | 3,293 | $57.4 萬 | 0.14% | −9−0.3% | 減碼 |
| Journey Strategic Wealth LLC | 3,292 | $57.3 萬 | 0.03% | −1,357−29.2% | 減碼 |
| Wealthcare Advisory Partners LLC | 3,286 | $57.2 萬 | 0.03% | +590+21.9% | 加碼 |
| Purus Wealth Management, LLC | 3,265 | $56.9 萬 | 0.37% | −73−2.2% | 減碼 |
| SignalPoint Asset Management, LLC | 3,262 | $56.8 萬 | 0.17% | +3+0.1% | 加碼 |
| Hoylecohen, LLC | 3,241 | $56.5 萬 | 0.05% | −38−1.2% | 減碼 |
| Solitude Financial Services | 3,240 | $56.4 萬 | 0.32% | +380+13.3% | 加碼 |
| Old Mission Investment Co LLC | 3,238 | $56.4 萬 | 0.21% | +6+0.2% | 加碼 |
| Cable Hill Partners, LLC | 3,238 | $56.4 萬 | 0.07% | −58−1.8% | 減碼 |