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 |
|---|---|---|---|---|---|
| Matrix Asset Advisors Inc | 3,228 | $56.2 萬 | 0.08% | 00.0% | 不變 |
| Fort Pitt Capital Group, LLC | 3,227 | $56.2 萬 | 0.02% | 00.0% | 不變 |
| Cary Street Partners Asset Management LLC | 3,226 | $56.2 萬 | 0.10% | −5−0.2% | 減碼 |
| Arkadios Wealth Advisors | 3,223 | $56.2 萬 | 0.07% | +129+4.2% | 加碼 |
| Procyon Private Wealth Partners, LLC | 3,222 | $56.1 萬 | 0.07% | +95+3.0% | 加碼 |
| Doliver Advisors, LP | 3,219 | $56.1 萬 | 0.17% | −76−2.3% | 減碼 |
| Tompkins Financial Corp | 3,216 | $56.0 萬 | 0.09% | 00.0% | 不變 |
| Factorial Partners, LLC | 3,200 | $55.7 萬 | 0.38% | 00.0% | 不變 |
| CWA Asset Management Group, LLC | 3,198 | $55.7 萬 | 0.04% | +65+2.1% | 加碼 |
| Altfest L J & Co Inc | 3,195 | $55.7 萬 | 0.08% | −4−0.1% | 減碼 |
| Ridgewood Investments LLC | 3,174 | $55.3 萬 | 0.31% | 00.0% | 不變 |
| InterOcean Capital Group, LLC | 3,156 | $55.0 萬 | 0.02% | +494+18.6% | 加碼 |
| Tanager Wealth Management LLP | 3,148 | $54.8 萬 | 0.12% | +118+3.9% | 加碼 |
| Burney Co | 3,140 | $54.7 萬 | 0.03% | +45+1.5% | 加碼 |
| BSW Wealth Partners | 3,140 | $54.7 萬 | 0.11% | −61−1.9% | 減碼 |
| Eagle Ridge Investment Management | 3,139 | $54.7 萬 | 0.06% | 00.0% | 不變 |
| Exchange Bank | 3,139 | $54.7 萬 | 0.53% | +3,139 | 新進 |
| Dynamic Advisor Solutions LLC | 3,134 | $54.6 萬 | 0.03% | −60−1.9% | 減碼 |
| Clean Yield Group | 3,132 | $54.6 萬 | 0.22% | 00.0% | 不變 |
| Y.D. More Investments Ltd | 3,123 | $54.4 萬 | 0.14% | −71−2.2% | 減碼 |
| Guardian Wealth Advisors, LLC | 3,113 | $54.2 萬 | 0.09% | +109+3.6% | 加碼 |
| Legal Advantage Investments, Inc. | 3,100 | $54.0 萬 | 0.36% | +1,000+47.6% | 加碼 |
| CoreFirst Bank & Trust | 3,098 | $54.0 萬 | 0.38% | −255−7.6% | 減碼 |
| Plancorp, LLC | 3,091 | $53.8 萬 | 0.03% | +12+0.4% | 加碼 |
| Westmount Partners, LLC | 3,086 | $53.8 萬 | 0.23% | −7−0.2% | 減碼 |
| Shufro Rose & Co LLC | 3,061 | $53.3 萬 | 0.05% | 00.0% | 不變 |
| Acima Private Wealth, LLC | 3,056 | $53.2 萬 | 0.25% | −57−1.8% | 減碼 |
| Borer Denton & Associates, Inc. | 3,052 | $53.2 萬 | 0.21% | 00.0% | 不變 |
| Scissortail Wealth Management, LLC | 3,000 | $53.1 萬 | 0.44% | −34−1.1% | 減碼 |
| ERn Financial, LLC | 3,035 | $52.9 萬 | 0.11% | 00.0% | 不變 |
| Authentikos Wealth Advisory, LLC | 3,022 | $52.6 萬 | 0.50% | −27−0.9% | 減碼 |
| Belpointe Asset Management LLC | 3,019 | $52.6 萬 | 0.06% | −7,559−71.5% | 減碼 |
| FirstPurpose Wealth LLC | 3,019 | $52.6 萬 | 0.23% | −110−3.5% | 減碼 |
| Acropolis Investment Management, LLC | 3,006 | $52.4 萬 | 0.04% | −10.0% | 減碼 |
| Legacy Wealth Management, LLC | 3,000 | $52.3 萬 | 0.26% | 00.0% | 不變 |
| CenterStar Asset Management, LLC | 2,996 | $52.2 萬 | 0.47% | +2,996 | 新進 |
| Veritas Investment Partners (UK) Ltd. | 3,000 | $52.2 萬 | 0.01% | 00.0% | 不變 |
| Hamilton Capital, LLC | 2,995 | $52.2 萬 | 0.04% | −124−4.0% | 減碼 |
| Advisor Resource Council | 2,985 | $52.0 萬 | 0.30% | −405−11.9% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,975 | $51.8 萬 | 0.02% | +245+9.0% | 加碼 |
| MCF Advisors LLC | 2,967 | $51.7 萬 | 0.05% | −758−20.3% | 減碼 |
| VeraBank, N.A. | 2,964 | $51.6 萬 | 0.20% | 00.0% | 不變 |
| Tobam | 2,964 | $51.6 萬 | 0.04% | +534+22.0% | 加碼 |
| WSFS Capital Management, LLC | 2,935 | $51.1 萬 | 0.05% | +135+4.8% | 加碼 |
| EverSource Wealth Advisors, LLC | 2,925 | $51.0 萬 | 0.06% | +184+6.7% | 加碼 |
| PDS Planning, Inc | 2,913 | $50.7 萬 | 0.06% | +590+25.4% | 加碼 |
| Cambridge Advisors Inc. | 2,910 | $50.7 萬 | 0.13% | 00.0% | 不變 |
| Financial Management Network Inc | 2,878 | $50.5 萬 | 0.18% | −232−7.5% | 減碼 |
| Twin Lakes Capital Management, LLC | 2,894 | $50.4 萬 | 0.36% | +5+0.2% | 加碼 |
| Tradition Wealth Management, LLC | 2,890 | $50.3 萬 | 0.06% | +92+3.3% | 加碼 |
| Cherry Tree Wealth Management, LLC | 2,879 | $50.1 萬 | 0.15% | +2,879 | 新進 |
| Global Trust Asset Management, LLC | 2,878 | $50.1 萬 | 0.23% | +52+1.8% | 加碼 |
| Bath Savings Trust Co | 2,873 | $50.0 萬 | 0.06% | 00.0% | 不變 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 2,870 | $50.0 萬 | 0.44% | +100+3.6% | 加碼 |
| Cornerstone Wealth Group, LLC | 2,857 | $49.8 萬 | 0.09% | +718+33.6% | 加碼 |
| McIlrath & Eck, LLC | 2,852 | $49.7 萬 | 0.10% | −10−0.3% | 減碼 |
| Herold Advisors, Inc. | 2,851 | $49.7 萬 | 0.15% | −350−10.9% | 減碼 |
| Bristol John W & Co Inc | 2,851 | $49.7 萬 | 0.01% | −88−3.0% | 減碼 |
| Marcum Wealth, LLC | 2,845 | $49.6 萬 | 0.06% | +40+1.4% | 加碼 |
| Fortune Financial Advisors, LLC | 2,836 | $49.4 萬 | 0.37% | +2,836 | 新進 |
| MayTech Global Investments, LLC | 2,832 | $49.3 萬 | 0.10% | 00.0% | 不變 |
| Mezzasalma Advisors, LLC | 2,826 | $49.2 萬 | 0.30% | 00.0% | 不變 |
| Dynamic Technology Lab Private Ltd | 2,820 | $49.2 萬 | 0.06% | −25,778−90.1% | 減碼 |
| Bank Hapoalim BM | 2,823 | $49.2 萬 | 0.07% | +38+1.4% | 加碼 |
| Hanson & Doremus Investment Management | 2,824 | $49.2 萬 | 0.10% | +322+12.9% | 加碼 |
| WMS Partners, LLC | 2,823 | $49.2 萬 | 0.04% | +3+0.1% | 加碼 |
| Nilsine Partners, LLC | 2,814 | $49.0 萬 | 0.07% | −10.0% | 減碼 |
| Sendero Wealth Management, LLC | 2,814 | $49.0 萬 | 0.11% | +2,814 | 新進 |
| Centennial Bank | 2,800 | $48.8 萬 | 0.33% | −200−6.7% | 減碼 |
| Marietta Investment Partners LLC | 2,800 | $48.8 萬 | 0.13% | 00.0% | 不變 |
| Kearns & Associates LLC | 2,800 | $48.8 萬 | 0.44% | 00.0% | 不變 |
| Texas Yale Capital Corp. | 2,798 | $48.7 萬 | 0.02% | +56+2.0% | 加碼 |
| Pekin Hardy Strauss, Inc. | 2,790 | $48.6 萬 | 0.08% | +57+2.1% | 加碼 |
| Athena Investment Management | 2,785 | $48.5 萬 | 0.33% | −30−1.1% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 2,783 | $48.5 萬 | 0.07% | +344+14.1% | 加碼 |
| One River Asset Management, LLC | 2,782 | $47.9 萬 | 0.38% | +2,749+8,330.3% | 加碼 |
| Mechanics Bank Trust Department | 2,748 | $47.9 萬 | 0.08% | +448+19.5% | 加碼 |
| Aft, Forsyth & Company, Inc. | 2,735 | $47.6 萬 | 0.34% | −351−11.4% | 減碼 |
| Revisor Wealth Management LLC | 2,722 | $47.4 萬 | 0.43% | 00.0% | 不變 |
| Midwest Financial Group LLC | 2,723 | $47.4 萬 | 0.40% | −100−3.5% | 減碼 |
| Essex Savings Bank | 2,721 | $47.4 萬 | 0.16% | +470+20.9% | 加碼 |
| M Holdings Securities, Inc. | 2,715 | $47.3 萬 | 0.10% | −3,583−56.9% | 減碼 |
| Kozak & Associates, Inc. | 2,689 | $47.2 萬 | 0.19% | +9+0.3% | 加碼 |
| LVW Advisors, LLC | 2,707 | $47.2 萬 | 0.10% | −2,477−47.8% | 減碼 |
| Meridian Wealth Advisors, LLC | 2,699 | $47.0 萬 | 0.11% | −625−18.8% | 減碼 |
| Capital Analysts, LLC | 2,699 | $47.0 萬 | 0.03% | +54+2.0% | 加碼 |
| Buckley Wealth Management, LLC | 2,685 | $46.8 萬 | 0.16% | +2,685 | 新進 |
| Garrison Asset Management, LLC | 2,681 | $46.7 萬 | 0.28% | −45−1.7% | 減碼 |
| Triangle Securities Wealth Management | 2,676 | $46.6 萬 | 0.16% | 00.0% | 不變 |
| Castleark Management LLC | 2,675 | $46.6 萬 | 0.02% | 00.0% | 不變 |
| Riverbridge Partners LLC | 2,673 | $46.6 萬 | 0.01% | 00.0% | 不變 |
| Pictet & Cie (Europe) SA | 2,668 | $46.5 萬 | 0.02% | +2,668 | 新進 |
| ASB Consultores, LLC | 2,662 | $46.4 萬 | 0.23% | −6−0.2% | 減碼 |
| SPC Financial, Inc. | 2,662 | $46.4 萬 | 0.05% | 00.0% | 不變 |
| REDW Wealth LLC | 2,656 | $46.3 萬 | 0.14% | 00.0% | 不變 |
| My Legacy Advisors, LLC | 2,637 | $45.9 萬 | 0.18% | +376+16.6% | 加碼 |
| Astoria Portfolio Advisors LLC. | 2,612 | $45.5 萬 | 0.18% | +345+15.2% | 加碼 |
| Merrion Investment Management Co, LLC | 2,601 | $45.3 萬 | 0.38% | 00.0% | 不變 |
| Hollencrest Capital Management | 2,601 | $45.3 萬 | 0.05% | +10.0% | 加碼 |
| Vigilant Capital Management, LLC | 2,600 | $45.3 萬 | 0.03% | +100+4.0% | 加碼 |