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 |
|---|---|---|---|---|---|
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 33,901 | $590.6 萬 | 0.06% | −4,545−11.8% | 減碼 |
| Lorne Steinberg Wealth Management Inc. | 33,739 | $587.7 萬 | 2.21% | −350−1.0% | 減碼 |
| Bessemer Group Inc | 33,582 | $585.0 萬 | 0.01% | +7,524+28.9% | 加碼 |
| Tower Research Capital LLC (TRC) | 33,522 | $584.0 萬 | 0.20% | −1,407−4.0% | 減碼 |
| GMT Capital Corp | 33,500 | $583.6 萬 | 0.22% | −25,200−42.9% | 減碼 |
| Power Corp of Canada | 33,267 | $579.5 萬 | 0.60% | 00.0% | 不變 |
| Prio Wealth Limited Partnership | 33,252 | $579.2 萬 | 0.21% | −335−1.0% | 減碼 |
| Searle & Co. | 34,090 | $575.7 萬 | 1.78% | 00.0% | 不變 |
| Independent Advisor Alliance | 33,005 | $574.9 萬 | 0.25% | +2,135+6.9% | 加碼 |
| LGT Group Foundation | 32,924 | $573.5 萬 | 0.14% | −361−1.1% | 減碼 |
| Heritage Trust Co | 32,873 | $572.6 萬 | 0.84% | −32−0.1% | 減碼 |
| NWF Advisory Services Inc. | 32,835 | $572.0 萬 | 1.33% | 00.0% | 不變 |
| Unison Asset Management LLC | 32,686 | $569.4 萬 | 3.80% | −100−0.3% | 減碼 |
| PGGM Investments | 32,632 | $568.4 萬 | 0.09% | −6,971−17.6% | 減碼 |
| Legacy Trust | 32,186 | $560.7 萬 | 1.55% | +438+1.4% | 加碼 |
| First Interstate Bank | 32,027 | $557.9 萬 | 0.46% | −1,332−4.0% | 減碼 |
| Westpac Banking Corp | 31,793 | $553.8 萬 | 0.39% | −89,119−73.7% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 31,691 | $552.1 萬 | 1.82% | −913−2.8% | 減碼 |
| Putnam Investments LLC | 31,660 | $551.5 萬 | 0.01% | −589−1.8% | 減碼 |
| Wedbush Securities Inc | 31,609 | $550.6 萬 | 0.26% | −279−0.9% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 31,600 | $550.5 萬 | 0.79% | 00.0% | 不變 |
| Mirova | 31,549 | $549.6 萬 | 0.97% | −8,232−20.7% | 減碼 |
| Arcadia Investment Management Corp | 31,496 | $548.7 萬 | 1.11% | −6,496−17.1% | 減碼 |
| Pavion Blue Capital, LLC | 31,447 | $547.8 萬 | 3.19% | −158−0.5% | 減碼 |
| Rodgers Brothers Inc. | 31,278 | $544.9 萬 | 0.96% | +2,155+7.4% | 加碼 |
| CX Institutional | 31,145 | $542.5 萬 | 0.28% | +4,686+17.7% | 加碼 |
| Quadrature Capital Ltd | 31,126 | $542.1 萬 | 0.12% | −105,569−77.2% | 減碼 |
| Clearstead Advisors, LLC | 31,003 | $540.1 萬 | 0.33% | +11,707+60.7% | 加碼 |
| Lido Advisors, LLC | 30,909 | $538.4 萬 | 0.06% | +7,551+32.3% | 加碼 |
| CBOE Vest Financial, LLC | 30,329 | $528.8 萬 | 0.49% | +21,705+251.7% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 30,352 | $528.7 萬 | 1.42% | +36+0.1% | 加碼 |
| Advisor Partners II, LLC | 30,189 | $525.9 萬 | 0.25% | +724+2.5% | 加碼 |
| Erste Asset Management GmbH | 30,389 | $523.4 萬 | 0.09% | +7,354+31.9% | 加碼 |
| Long Corridor Asset Management Ltd | 30,000 | $522.6 萬 | 5.61% | 00.0% | 不變 |
| Kingdon Capital Management, L.L.C. | 29,750 | $518.2 萬 | 0.90% | +29,750 | 新進 |
| Two Sigma Securities, LLC | 29,590 | $515.5 萬 | 0.42% | −18,985−39.1% | 減碼 |
| New Mexico Educational Retirement Board | 28,963 | $504.5 萬 | 0.22% | +1,300+4.7% | 加碼 |
| E. Ohman J:or Asset Management AB | 28,900 | $503.4 萬 | 0.18% | +800+2.8% | 加碼 |
| Hendershot Investments Inc. | 28,590 | $498.0 萬 | 0.80% | −15−0.1% | 減碼 |
| Boyd Watterson Asset Management LLC | 28,053 | $488.7 萬 | 1.94% | +306+1.1% | 加碼 |
| Bouvel Investment Partners, LLC | 27,972 | $487.3 萬 | 2.67% | +747+2.7% | 加碼 |
| Stratos Wealth Partners, LTD. | 27,897 | $486.0 萬 | 0.11% | +1,203+4.5% | 加碼 |
| DRW Securities, LLC | 27,797 | $484.2 萬 | 0.37% | +26,180+1,619.0% | 加碼 |
| First National Trust Co | 27,695 | $482.4 萬 | 0.22% | −418−1.5% | 減碼 |
| Silvant Capital Management LLC | 27,254 | $474.8 萬 | 0.27% | +4,147+17.9% | 加碼 |
| Trust Co of Vermont | 27,204 | $473.9 萬 | 0.31% | +99+0.4% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 27,115 | $472.3 萬 | 0.51% | +208+0.8% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 27,023 | $470.7 萬 | 0.42% | +25+0.1% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 27,000 | $470.3 萬 | 0.06% | 00.0% | 不變 |
| Veritable, L.P. | 26,710 | $465.3 萬 | 0.08% | −1,739−6.1% | 減碼 |
| New England Asset Management Inc | 26,707 | $465.2 萬 | 0.67% | 00.0% | 不變 |
| AMG National Trust Bank | 26,669 | $464.5 萬 | 0.15% | −287−1.1% | 減碼 |
| Cullen Capital Management LLC | 26,507 | $461.8 萬 | 0.04% | −2,047−7.2% | 減碼 |
| Chatham Capital Group, Inc. | 26,494 | $461.5 萬 | 0.97% | +4,882+22.6% | 加碼 |
| Avitas Wealth Management LLC | 26,434 | $460.5 萬 | 0.83% | +234+0.9% | 加碼 |
| Jag Capital Management, LLC | 26,420 | $460.2 萬 | 0.53% | +169+0.6% | 加碼 |
| Wright Investors Service Inc | 26,287 | $457.9 萬 | 1.29% | +637+2.5% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 26,257 | $457.4 萬 | 0.11% | +4,596+21.2% | 加碼 |
| Strategic Wealth Partners, Ltd. | 26,226 | $456.9 萬 | 0.59% | −477−1.8% | 減碼 |
| Metis Global Partners, LLC | 26,224 | $456.8 萬 | 0.25% | +988+3.9% | 加碼 |
| Stokes Capital Advisors, LLC | 26,183 | $456.1 萬 | 1.54% | +123+0.5% | 加碼 |
| Wellington Shields Capital Management, LLC | 26,035 | $453.5 萬 | 0.55% | +282+1.1% | 加碼 |
| GFS Advisors, LLC | 25,995 | $452.8 萬 | 1.01% | 00.0% | 不變 |
| Metropolitan Life Insurance Co | 25,912 | $451.4 萬 | 0.22% | −717−2.7% | 減碼 |
| Foster Group, Inc. | 25,713 | $447.9 萬 | 0.27% | +119+0.5% | 加碼 |
| Banque Cantonale Vaudoise | 25,484 | $444.0 萬 | 0.21% | −2,615−9.3% | 減碼 |
| Sandhill Capital Partners LLC | 25,336 | $441.4 萬 | 0.40% | −1,135−4.3% | 減碼 |
| Kingfisher Capital LLC | 25,268 | $440.2 萬 | 1.15% | −1,052−4.0% | 減碼 |
| Roundview Capital LLC | 25,268 | $440.2 萬 | 0.43% | −119−0.5% | 減碼 |
| Adalta Capital Management LLC | 25,230 | $439.5 萬 | 2.94% | −75−0.3% | 減碼 |
| Alkeon Capital Management LLC | 25,000 | $435.5 萬 | 0.03% | 00.0% | 不變 |
| Bleichroeder LP | 25,000 | $435.5 萬 | 0.88% | 00.0% | 不變 |
| Coastal Investment Advisors, Inc. | 24,992 | $435.4 萬 | 0.96% | −92−0.4% | 減碼 |
| Kingsview Wealth Management, LLC | 24,914 | $434.0 萬 | 0.17% | +6,587+35.9% | 加碼 |
| GFG Capital, LLC | 12,575 | $433.2 萬 | 0.81% | +8,252+190.9% | 加碼 |
| Shell Asset Management Co | 24,718 | $430.6 萬 | 0.17% | −11,241−31.3% | 減碼 |
| KMG Fiduciary Partners, LLC | 24,481 | $426.5 萬 | 0.55% | −2,202−8.3% | 減碼 |
| Freestone Capital Holdings, LLC | 24,422 | $425.4 萬 | 0.17% | −357−1.4% | 減碼 |
| Wetherby Asset Management Inc | 24,302 | $423.3 萬 | 0.23% | −1,372−5.3% | 減碼 |
| Greenwood Capital Associates LLC | 24,298 | $423.3 萬 | 0.59% | −10,993−31.1% | 減碼 |
| Birmingham Capital Management Co Inc | 24,289 | $423.1 萬 | 1.77% | −1,760−6.8% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 24,123 | $420.2 萬 | 0.52% | −1,131−4.5% | 減碼 |
| Stonegate Investment Group, LLC | 23,891 | $416.2 萬 | 0.15% | +155+0.7% | 加碼 |
| Concentric Wealth Management, LLC | 23,885 | $416.1 萬 | 1.32% | −559−2.3% | 減碼 |
| Overbrook Management Corp | 23,824 | $415.0 萬 | 0.99% | −40.0% | 減碼 |
| Mitchell Capital Management Co | 23,771 | $414.1 萬 | 0.95% | +226+1.0% | 加碼 |
| TD Private Client Wealth LLC | 23,751 | $413.7 萬 | 0.18% | +1,107+4.9% | 加碼 |
| GYL Financial Synergies, LLC | 23,745 | $413.6 萬 | 0.38% | +15,806+199.1% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 23,714 | $413.1 萬 | 0.16% | −110−0.5% | 減碼 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 23,857 | $411.9 萬 | 0.85% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 23,634 | $411.7 萬 | 0.26% | +115+0.5% | 加碼 |
| Advisory Services Network, LLC | 23,621 | $411.5 萬 | 0.11% | +6,473+37.7% | 加碼 |
| Shelton Capital Management | 23,520 | $409.7 萬 | 0.15% | +18,000+326.1% | 加碼 |
| D.A. Davidson & Co. | 23,481 | $409.0 萬 | 0.04% | +404+1.8% | 加碼 |
| Bokf, NA | 23,453 | $408.6 萬 | 0.08% | −465−1.9% | 減碼 |
| Hutner Capital Management Inc | 23,366 | $407.0 萬 | 2.38% | −90.0% | 減碼 |
| Wisconsin Capital Management LLC | 23,170 | $403.6 萬 | 2.61% | −350−1.5% | 減碼 |
| Private Management Group Inc | 23,127 | $402.9 萬 | 0.17% | −598−2.5% | 減碼 |
| RBF Capital, LLC | 23,000 | $400.7 萬 | 0.25% | 00.0% | 不變 |
| Trinity Legacy Partners, LLC | 22,987 | $400.4 萬 | 1.40% | +1,465+6.8% | 加碼 |