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 |
|---|---|---|---|---|---|
| Grassi Investment Management | 22,960 | $400.0 萬 | 0.44% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 22,811 | $397.4 萬 | 0.14% | +5,715+33.4% | 加碼 |
| Silicon Valley Capital Partners | 22,799 | $397.2 萬 | 0.74% | +3,499+18.1% | 加碼 |
| Venture Visionary Partners LLC | 22,604 | $393.8 萬 | 0.23% | −58−0.3% | 減碼 |
| Fundamentun, LLC | 22,579 | $393.3 萬 | 0.60% | +983+4.6% | 加碼 |
| Chemistry Wealth Management LLC | 22,347 | $389.3 萬 | 1.27% | −144−0.6% | 減碼 |
| Boston Private Wealth LLC | 22,225 | $387.2 萬 | 0.07% | −1,768−7.4% | 減碼 |
| Family Management Corp | 22,141 | $385.7 萬 | 0.84% | 00.0% | 不變 |
| Ropes Wealth Advisors LLC | 21,976 | $382.8 萬 | 0.64% | −27−0.1% | 減碼 |
| Benson Investment Management Company, Inc. | 21,975 | $382.8 萬 | 2.12% | +545+2.5% | 加碼 |
| Univest Financial Corp | 21,941 | $382.2 萬 | 1.16% | +227+1.0% | 加碼 |
| Fiduciary Group LLC | 21,911 | $381.7 萬 | 0.47% | 00.0% | 不變 |
| First Hawaiian Bank | 21,789 | $379.6 萬 | 0.12% | +10.0% | 加碼 |
| Chartwell Investment Partners, LLC | 21,779 | $379.4 萬 | 0.14% | +4,202+23.9% | 加碼 |
| Chicago Trust Co NA | 21,740 | $378.7 萬 | 0.91% | −198−0.9% | 減碼 |
| Achmea Investment Management B.V. | 21,608 | $376.4 萬 | 0.08% | +2,501+13.1% | 加碼 |
| Front Barnett Associates LLC | 21,586 | $376.0 萬 | 0.42% | −880−3.9% | 減碼 |
| Salvus Wealth Management, LLC | 21,546 | $375.3 萬 | 2.89% | +3,303+18.1% | 加碼 |
| Coastline Trust Co | 21,500 | $374.5 萬 | 0.52% | +7,320+51.6% | 加碼 |
| Chapman Investment Management, LLC | 21,349 | $371.9 萬 | 2.95% | +1,883+9.7% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 21,344 | $371.8 萬 | 0.28% | +160+0.8% | 加碼 |
| Greenleaf Trust | 21,137 | $368.2 萬 | 0.04% | −746−3.4% | 減碼 |
| Horizon Investment Services, LLC | 21,077 | $367.2 萬 | 2.24% | −313−1.5% | 減碼 |
| Ceera Investments, LLC | 20,961 | $365.1 萬 | 2.11% | −15−0.1% | 減碼 |
| Verdence Capital Advisors LLC | 20,913 | $364.3 萬 | 0.42% | −104−0.5% | 減碼 |
| Stephens Inc | 20,825 | $362.8 萬 | 0.07% | −331−1.6% | 減碼 |
| TownSquare Capital, LLC | 20,652 | $359.8 萬 | 0.07% | +3,702+21.8% | 加碼 |
| Sumitomo Life Insurance Co | 20,554 | $358.1 萬 | 0.16% | −912−4.2% | 減碼 |
| Courier Capital LLC | 20,544 | $357.9 萬 | 0.28% | +4,209+25.8% | 加碼 |
| Naples Global Advisors, LLC | 20,509 | $357.3 萬 | 0.42% | +398+2.0% | 加碼 |
| Gilman Hill Asset Management, LLC | 20,452 | $356.3 萬 | 0.66% | +564+2.8% | 加碼 |
| Lakeview Capital Partners, LLC | 20,444 | $356.1 萬 | 0.66% | +416+2.1% | 加碼 |
| Stone Point Wealth LLC | 20,407 | $355.5 萬 | 1.47% | +520+2.6% | 加碼 |
| ProVise Management Group, LLC | 20,256 | $352.9 萬 | 0.32% | −12,418−38.0% | 減碼 |
| Ieq Capital, LLC | 20,246 | $352.7 萬 | 0.07% | +1,539+8.2% | 加碼 |
| Richard Bernstein Advisors LLC | 20,236 | $352.5 萬 | 0.07% | 00.0% | 不變 |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $350.5 萬 | 2.85% | 00.0% | 不變 |
| Connectus Wealth, LLC | 20,076 | $349.8 萬 | 0.08% | −90−0.4% | 減碼 |
| Steel Canyon Capital, LLC | 20,048 | $349.2 萬 | 5.50% | +4,036+25.2% | 加碼 |
| Park National Corp | 19,961 | $347.7 萬 | 0.15% | −402−2.0% | 減碼 |
| Auto-Owners Insurance Co | 19,950 | $347.5 萬 | 0.11% | 00.0% | 不變 |
| Rockland Trust Co | 19,693 | $343.1 萬 | 0.20% | −5,273−21.1% | 減碼 |
| Beverly Hills Private Wealth, LLC | 20,735 | $343.0 萬 | 0.56% | +10,424+101.1% | 加碼 |
| Goelzer Investment Management, Inc. | 19,673 | $342.7 萬 | 0.29% | −1,574−7.4% | 減碼 |
| EP Wealth Advisors, LLC | 18,215 | $340.8 萬 | 0.05% | −2,281,785−99.2% | 減碼 |
| LaFleur & Godfrey LLC | 19,520 | $340.0 萬 | 0.51% | −16−0.1% | 減碼 |
| Karani Asset Management LLC | 19,506 | $339.8 萬 | 3.43% | +1,689+9.5% | 加碼 |
| Modera Wealth Management, LLC | 19,466 | $339.1 萬 | 0.06% | +3,857+24.7% | 加碼 |
| Raymond James Trust N.A. | 19,413 | $338.2 萬 | 0.10% | +328+1.7% | 加碼 |
| Empirical Finance, LLC | 19,379 | $337.6 萬 | 0.26% | +2,007+11.6% | 加碼 |
| M. Kulyk & Associates, LLC | 19,306 | $336.3 萬 | 0.94% | −277−1.4% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19,293 | $336.1 萬 | 0.22% | +401+2.1% | 加碼 |
| Oliver Luxxe Assets LLC | 19,235 | $335.1 萬 | 0.84% | −164−0.8% | 減碼 |
| Bensler, LLC | 19,136 | $333.3 萬 | 0.63% | +3,500+22.4% | 加碼 |
| Integrated Wealth Concepts LLC | 18,963 | $330.3 萬 | 0.06% | +929+5.2% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 18,755 | $326.7 萬 | 0.09% | +40+0.2% | 加碼 |
| Varma Mutual Pension Insurance Co | 18,678 | $325.4 萬 | 0.04% | −6,079−24.6% | 減碼 |
| CSM Advisors, LLC | 18,639 | $324.7 萬 | 0.25% | 00.0% | 不變 |
| Hancock Whitney Corp | 18,458 | $321.5 萬 | 0.13% | −392−2.1% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 18,414 | $320.8 萬 | 0.15% | −3,625−16.4% | 減碼 |
| BFSG, LLC | 18,336 | $319.4 萬 | 0.54% | +253+1.4% | 加碼 |
| WP Advisors, LLC | 18,323 | $319.2 萬 | 1.28% | +73+0.4% | 加碼 |
| Pacifica Capital Investments, LLC | 18,295 | $318.7 萬 | 0.98% | 00.0% | 不變 |
| iA Global Asset Management Inc. | 18,288 | $318.6 萬 | 0.08% | +18,288 | 新進 |
| Assenagon Asset Management S.A. | 18,229 | $317.5 萬 | 0.01% | −17−0.1% | 減碼 |
| Mount Vernon Associates Inc | 18,196 | $317.0 萬 | 3.37% | +125+0.7% | 加碼 |
| Ossiam | 18,189 | $316.9 萬 | 0.06% | −109,132−85.7% | 減碼 |
| Proequities, Inc. | 18,090 | $315.1 萬 | 0.24% | +1,221+7.2% | 加碼 |
| Eqis Capital Management, Inc. | 17,990 | $313.4 萬 | 0.35% | −1,289−6.7% | 減碼 |
| Hilltop Holdings Inc. | 17,941 | $312.5 萬 | 0.39% | +13,708+323.8% | 加碼 |
| Bill Few Associates, Inc. | 17,915 | $312.1 萬 | 1.61% | +765+4.5% | 加碼 |
| Connable Office Inc | 17,906 | $311.9 萬 | 0.43% | 00.0% | 不變 |
| CWM, LLC | 17,889 | $311.6 萬 | 0.02% | +1,273+7.7% | 加碼 |
| Meiji Yasuda Life Insurance Co | 17,872 | $311.3 萬 | 0.08% | −9,380−34.4% | 減碼 |
| Callahan Advisors, LLC | 17,868 | $311.3 萬 | 0.38% | +10.0% | 加碼 |
| Selway Asset Management | 17,785 | $309.8 萬 | 1.36% | +185+1.1% | 加碼 |
| Cetera Advisors LLC | 17,741 | $309.1 萬 | 0.05% | −7,761−30.4% | 減碼 |
| Northstar Group, Inc. | 17,739 | $309.0 萬 | 0.72% | +1,379+8.4% | 加碼 |
| Elgethun Capital Management | 17,716 | $308.4 萬 | 0.93% | +114+0.6% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 17,679 | $308.0 萬 | 0.12% | +323+1.9% | 加碼 |
| Mathes Company, Inc. | 17,540 | $305.5 萬 | 1.34% | +17,540 | 新進 |
| Azimuth Capital Investment Management LLC | 17,485 | $304.6 萬 | 0.14% | −1,525−8.0% | 減碼 |
| Briggs Advisory Group, Inc. | 17,430 | $303.6 萬 | 1.70% | +10+0.1% | 加碼 |
| Lodestone Wealth Management LLC | 17,337 | $302.0 萬 | 2.08% | +2,676+18.3% | 加碼 |
| Canandaigua National Bank & Trust Co | 17,021 | $296.5 萬 | 0.48% | −343−2.0% | 減碼 |
| Pring Turner Capital Group Inc | 17,015 | $296.4 萬 | 2.72% | 00.0% | 不變 |
| Acadian Asset Management LLC | 16,961 | $295.2 萬 | 0.01% | −3,304−16.3% | 減碼 |
| Resonant Capital Advisors, LLC | 16,852 | $293.6 萬 | 0.32% | +1,496+9.7% | 加碼 |
| Nemes Rush Group LLC | 16,810 | $292.8 萬 | 0.52% | +16,810 | 新進 |
| Ostrum Asset Management | 16,684 | $290.6 萬 | 0.24% | −595−3.4% | 減碼 |
| NVWM, LLC | 16,682 | $290.6 萬 | 0.94% | +527+3.3% | 加碼 |
| Credit Agricole S A | 16,677 | $290.5 萬 | 0.09% | +214+1.3% | 加碼 |
| Impax Asset Management Group plc | 16,593 | $289.1 萬 | 0.01% | −67−0.4% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 16,506 | $287.5 萬 | 0.09% | −285−1.7% | 減碼 |
| Intact Investment Management Inc. | 16,500 | $287.4 萬 | 0.12% | +16,500 | 新進 |
| Davy Global Fund Management Ltd | 16,488 | $287.2 萬 | 0.55% | +432+2.7% | 加碼 |
| Americana Partners, LLC | 16,235 | $282.8 萬 | 0.36% | −3,518−17.8% | 減碼 |
| Mirador Capital Partners LP | 16,180 | $281.9 萬 | 0.67% | +13,658+541.6% | 加碼 |
| Empire Financial Management Company, LLC | 16,145 | $281.3 萬 | 1.12% | −1,049−6.1% | 減碼 |
| Buckingham Capital Management, Inc. | 16,124 | $280.9 萬 | 0.42% | +574+3.7% | 加碼 |