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 |
|---|---|---|---|---|---|
| Brookstone Capital Management | 16,448 | $279.3 萬 | 0.06% | −787−4.6% | 減碼 |
| L & S Advisors Inc | 16,012 | $278.9 萬 | 0.37% | +16,012 | 新進 |
| Brave Asset Management Inc | 15,996 | $278.7 萬 | 0.82% | 00.0% | 不變 |
| Bank of Stockton | 15,966 | $278.1 萬 | 0.96% | +70+0.4% | 加碼 |
| Moody National Bank Trust Division | 15,940 | $277.7 萬 | 0.19% | +268+1.7% | 加碼 |
| Everence Capital Management Inc | 17,474 | $277.1 萬 | 0.23% | 00.0% | 不變 |
| Arjuna Capital | 15,818 | $275.5 萬 | 0.98% | +10,415+192.8% | 加碼 |
| William Allan, LLC | 15,816 | $275.5 萬 | 2.11% | +230+1.5% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 15,746 | $274.3 萬 | 0.30% | −199−1.2% | 減碼 |
| Warther Private Wealth, LLC | 15,620 | $272.1 萬 | 1.85% | +1,242+8.6% | 加碼 |
| Compass Wealth Management LLC | 15,609 | $271.9 萬 | 0.82% | +25+0.2% | 加碼 |
| Glenview Trust Co | 15,530 | $270.5 萬 | 0.07% | −140−0.9% | 減碼 |
| Northstar Advisory Group, LLC | 15,487 | $269.8 萬 | 1.76% | +840+5.7% | 加碼 |
| Pettee Investors, Inc. | 15,456 | $269.2 萬 | 1.22% | +665+4.5% | 加碼 |
| Bell & Brown Wealth Advisors, LLC | 15,422 | $268.7 萬 | 1.34% | −143−0.9% | 減碼 |
| Lincoln Capital LLC | 15,316 | $266.8 萬 | 0.69% | +1,313+9.4% | 加碼 |
| Sawtooth Solutions, LLC | 15,193 | $264.7 萬 | 0.07% | −3,959−20.7% | 減碼 |
| Buckingham Strategic Wealth, LLC | 15,171 | $264.3 萬 | 0.04% | −1,082−6.7% | 減碼 |
| Siemens Fonds Invest GmbH | 15,210 | $263.7 萬 | 0.26% | 00.0% | 不變 |
| Tower Bridge Advisors | 15,127 | $263.5 萬 | 0.24% | −1,050−6.5% | 減碼 |
| Twin Capital Management Inc | 15,067 | $262.5 萬 | 0.34% | −5,239−25.8% | 減碼 |
| Toroso Investments, LLC | 15,131 | $262.4 萬 | 0.08% | −2,904−16.1% | 減碼 |
| American Trust | 15,026 | $261.8 萬 | 0.18% | +1,114+8.0% | 加碼 |
| Vestcor Inc | 15,018 | $261.6 萬 | 0.10% | −43−0.3% | 減碼 |
| Rehmann Capital Advisory Group | 14,998 | $261.3 萬 | 0.23% | +479+3.3% | 加碼 |
| Kiwi Wealth Investments Limited Partnership | 14,978 | $260.9 萬 | 0.16% | 00.0% | 不變 |
| Empower Advisory Group, LLC | 14,887 | $259.3 萬 | 0.01% | +1,773+13.5% | 加碼 |
| Geo Capital Gestora de Recursos Ltd | 14,880 | $259.2 萬 | 2.01% | +8,316+126.7% | 加碼 |
| Eads & Heald Wealth Management | 14,873 | $259.1 萬 | 1.27% | −795−5.1% | 減碼 |
| Intrinsic Value Partners, LLC | 14,853 | $258.7 萬 | 3.26% | −50−0.3% | 減碼 |
| Park Avenue Securities LLC | 14,817 | $258.1 萬 | 0.04% | −590−3.8% | 減碼 |
| Cornerstone Advisors, LLC | 14,800 | $257.8 萬 | 0.12% | +14,800 | 新進 |
| Grandfield & Dodd, LLC | 14,758 | $257.1 萬 | 0.18% | −3,525−19.3% | 減碼 |
| Kanawha Capital Management LLC | 14,758 | $257.1 萬 | 0.24% | −40−0.3% | 減碼 |
| Peoples Financial Services Corp. | 14,693 | $256.0 萬 | 1.15% | −430−2.8% | 減碼 |
| Condor Capital Management | 14,670 | $255.6 萬 | 0.31% | −414−2.7% | 減碼 |
| Evercore Wealth Management, LLC | 14,295 | $249.0 萬 | 0.05% | −824−5.5% | 減碼 |
| First Dallas Securities Inc. | 14,181 | $247.0 萬 | 1.38% | −1,498−9.6% | 減碼 |
| Avantax Advisory Services, Inc. | 14,072 | $245.1 萬 | 0.03% | −956−6.4% | 減碼 |
| Investment Advisory Services Inc | 14,070 | $245.1 萬 | 1.03% | +65+0.5% | 加碼 |
| Webster Bank, N. A. | 13,969 | $243.3 萬 | 0.31% | +2,952+26.8% | 加碼 |
| C2C Wealth Management, LLC | 13,674 | $240.5 萬 | 0.32% | −85−0.6% | 減碼 |
| Bleakley Financial Group, LLC | 13,780 | $240.0 萬 | 0.07% | −429−3.0% | 減碼 |
| Boston Family Office LLC | 13,762 | $239.8 萬 | 0.18% | +720+5.5% | 加碼 |
| Columbia Asset Management | 13,696 | $238.6 萬 | 0.51% | −476−3.4% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 13,633 | $237.5 萬 | 0.23% | +10.0% | 加碼 |
| TCTC Holdings, LLC | 13,630 | $237.4 萬 | 0.09% | −8−0.1% | 減碼 |
| Invesco, LLC | 13,555 | $236.1 萬 | 1.16% | +13,555 | 新進 |
| Godshalk Welsh Capital Management, Inc. | 13,545 | $236.0 萬 | 1.62% | −125−0.9% | 減碼 |
| Fort Sheridan Advisors LLC | 13,532 | $235.7 萬 | 0.54% | 00.0% | 不變 |
| Alps Advisors Inc | 13,473 | $234.7 萬 | 0.02% | +1,242+10.2% | 加碼 |
| Sawyer & Company, Inc | 13,470 | $234.6 萬 | 1.07% | −20−0.1% | 減碼 |
| Benedict Financial Advisors Inc | 13,370 | $232.9 萬 | 0.64% | −32−0.2% | 減碼 |
| Quantinno Capital Management LP | 13,319 | $232.0 萬 | 0.13% | +818+6.5% | 加碼 |
| Fairfield, Bush & Co. | 13,230 | $230.5 萬 | 0.63% | +1,800+15.7% | 加碼 |
| Private Asset Management Inc | 13,200 | $229.9 萬 | 0.44% | −80−0.6% | 減碼 |
| Traverso Chambers Private Wealth Management, LLC | 13,195 | $229.9 萬 | 0.60% | −50.0% | 減碼 |
| Valeo Financial Advisors, LLC | 13,164 | $229.3 萬 | 0.10% | −1,841−12.3% | 減碼 |
| Resources Investment Advisors, LLC. | 13,162 | $229.3 萬 | 0.05% | −3,514−21.1% | 減碼 |
| NewEdge Wealth, LLC | 13,161 | $229.3 萬 | 0.08% | +11,577+730.9% | 加碼 |
| Moneta Group Investment Advisors LLC | 13,140 | $228.9 萬 | 0.05% | +244+1.9% | 加碼 |
| West Oak Capital, LLC | 13,140 | $228.9 萬 | 1.11% | +248+1.9% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 13,085 | $227.9 萬 | 0.15% | +429+3.4% | 加碼 |
| Madison Wealth Management | 13,057 | $227.5 萬 | 0.46% | +99+0.8% | 加碼 |
| Ballentine Partners, LLC | 13,049 | $227.3 萬 | 0.05% | −1,121−7.9% | 減碼 |
| South State Corp. | 13,044 | $227.2 萬 | 0.20% | +23+0.2% | 加碼 |
| CAPROCK Group, Inc. | 13,007 | $226.6 萬 | 0.17% | +604+4.9% | 加碼 |
| Aaron Wealth Advisors | 12,963 | $225.8 萬 | 0.29% | +93+0.7% | 加碼 |
| Greenfield Savings Bank | 12,954 | $225.7 萬 | 1.53% | +90+0.7% | 加碼 |
| Adviser Investments LLC | 12,909 | $224.9 萬 | 0.05% | +1,645+14.6% | 加碼 |
| Smith, Salley & Associates | 12,897 | $224.7 萬 | 0.17% | +429+3.4% | 加碼 |
| Xcel Wealth Management, LLC | 12,823 | $223.4 萬 | 0.71% | +300+2.4% | 加碼 |
| Warren Averett Asset Management, LLC | 12,791 | $222.8 萬 | 0.10% | +10,511+461.0% | 加碼 |
| Bridgeway Capital Management, LLC | 12,788 | $222.8 萬 | 0.05% | +12,788 | 新進 |
| BBR Partners, LLC | 12,769 | $222.4 萬 | 0.25% | −47−0.4% | 減碼 |
| Insight Inv LLC | 12,761 | $222.3 萬 | 2.29% | +755+6.3% | 加碼 |
| Two Sigma Investments, LP | 12,700 | $221.2 萬 | 0.01% | −818,292−98.5% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 12,697 | $221.2 萬 | 0.01% | −1,809−12.5% | 減碼 |
| Ahl Investment Management, Inc. | 12,691 | $221.1 萬 | 1.96% | +9+0.1% | 加碼 |
| Quadrant Capital Group LLC | 12,675 | $220.8 萬 | 0.22% | −85−0.7% | 減碼 |
| Jacobi Capital Management LLC | 12,654 | $220.4 萬 | 0.25% | −41−0.3% | 減碼 |
| Trust Co of Toledo NA | 12,632 | $220.0 萬 | 0.37% | +2,880+29.5% | 加碼 |
| Lincoln National Corp | 12,620 | $219.8 萬 | 0.04% | +554+4.6% | 加碼 |
| Essex Investment Management Co LLC | 12,597 | $219.4 萬 | 0.31% | −1,726−12.1% | 減碼 |
| Aviance Capital Partners, LLC | 12,536 | $218.4 萬 | 0.46% | −60.0% | 減碼 |
| Coldstream Capital Management Inc | 12,511 | $217.9 萬 | 0.07% | −370−2.9% | 減碼 |
| Welch Group, LLC | 12,430 | $216.5 萬 | 0.12% | 00.0% | 不變 |
| Caliber Wealth Management, LLC | 12,408 | $216.2 萬 | 1.45% | +536+4.5% | 加碼 |
| KCM Investment Advisors LLC | 12,371 | $215.5 萬 | 0.09% | −1,463−10.6% | 減碼 |
| Cito Capital Group, LLC | 12,300 | $214.3 萬 | 0.98% | 00.0% | 不變 |
| Personal Cfo Solutions, LLC | 12,252 | $213.4 萬 | 0.43% | −680−5.3% | 減碼 |
| Valueworks LLC | 12,220 | $212.9 萬 | 0.77% | −208−1.7% | 減碼 |
| True North Advisors, LLC | 12,150 | $211.7 萬 | 0.60% | +1,150+10.5% | 加碼 |
| Montag A & Associates Inc | 12,146 | $211.6 萬 | 0.13% | 00.0% | 不變 |
| Change Path, LLC | 12,135 | $211.4 萬 | 0.10% | −598−4.7% | 減碼 |
| Gladstone Institutional Advisory LLC | 12,101 | $210.8 萬 | 0.13% | +205+1.7% | 加碼 |
| QV Investors Inc. | 12,070 | $210.3 萬 | 0.19% | −610−4.8% | 減碼 |
| CoreCap Advisors, LLC | 12,064 | $210.2 萬 | 0.15% | +12,064 | 新進 |
| Haverford Trust Co | 12,024 | $209.5 萬 | 0.02% | −1,418−10.5% | 減碼 |
| Independent Investors Inc | 12,000 | $209.0 萬 | 0.48% | 00.0% | 不變 |