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 |
|---|---|---|---|---|---|
| Doheny Asset Management | 11,853 | $206.5 萬 | 1.77% | −50−0.4% | 減碼 |
| Bull Street Advisors, LLC | 11,792 | $205.4 萬 | 1.05% | 00.0% | 不變 |
| Nicholas Hoffman & Company, LLC. | 11,762 | $204.9 萬 | 0.08% | −957−7.5% | 減碼 |
| BLB&B Advisors, LLC | 11,761 | $204.9 萬 | 0.14% | −130−1.1% | 減碼 |
| Pinnacle Holdings, LLC | 11,699 | $203.8 萬 | 0.91% | +604+5.4% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 11,696 | $203.7 萬 | 0.59% | +27+0.2% | 加碼 |
| BKD Wealth Advisors, LLC | 11,660 | $203.1 萬 | 0.06% | +1,744+17.6% | 加碼 |
| Fruth Investment Management | 11,650 | $202.9 萬 | 0.58% | −100−0.9% | 減碼 |
| Caldwell Trust Co | 11,645 | $202.9 萬 | 0.26% | −213−1.8% | 減碼 |
| Herbst Group, LLC | 11,600 | $202.1 萬 | 1.40% | +100+0.9% | 加碼 |
| Lindsell Train Ltd大師Lindsell Train | 11,600 | $202.0 萬 | 0.04% | 00.0% | 不變 |
| Arcus Capital Partners, LLC | 11,583 | $201.8 萬 | 0.60% | 00.0% | 不變 |
| Lowe Brockenbrough & Co Inc | 11,532 | $200.9 萬 | 0.15% | −16−0.1% | 減碼 |
| Aristotle Capital Management, LLC | 11,530 | $200.9 萬 | 0.00% | 00.0% | 不變 |
| Stock Yards Bank & Trust Co | 11,457 | $199.6 萬 | 0.07% | −370−3.1% | 減碼 |
| Stamos Capital Partners, L.P. | 11,410 | $198.8 萬 | 0.46% | −1,050−8.4% | 減碼 |
| SOL Capital Management CO | 11,403 | $198.6 萬 | 0.30% | 00.0% | 不變 |
| Buttonwood Financial Advisors Inc. | 11,335 | $197.5 萬 | 1.24% | −43−0.4% | 減碼 |
| Colonial Trust Co | 11,323 | $197.2 萬 | 0.47% | +484+4.5% | 加碼 |
| IFG Advisory, LLC | 11,319 | $197.2 萬 | 0.17% | −402−3.4% | 減碼 |
| Aptus Capital Advisors, LLC | 11,316 | $197.1 萬 | 0.06% | +603+5.6% | 加碼 |
| Profund Advisors LLC | 11,287 | $196.6 萬 | 0.11% | −232−2.0% | 減碼 |
| Private Wealth Partners, LLC | 11,213 | $195.3 萬 | 0.18% | 00.0% | 不變 |
| Argus Investors' Counsel, Inc. | 11,140 | $194.1 萬 | 1.35% | +259+2.4% | 加碼 |
| PEAK6 Investments LLC | 11,049 | $192.5 萬 | 0.16% | −49,337−81.7% | 減碼 |
| St. Johns Investment Management Company, LLC | 11,013 | $191.8 萬 | 1.04% | +223+2.1% | 加碼 |
| Gifford Fong Associates | 11,000 | $191.6 萬 | 0.45% | 00.0% | 不變 |
| Signaturefd, LLC | 10,936 | $190.5 萬 | 0.05% | +606+5.9% | 加碼 |
| Parallel Advisors, LLC | 10,932 | $190.4 萬 | 0.06% | −1,478−11.9% | 減碼 |
| Sowell Financial Services LLC | 10,904 | $189.9 萬 | 0.11% | +5,602+105.7% | 加碼 |
| Scotia Capital Inc. | 10,900 | $189.9 萬 | 0.01% | +1,097+11.2% | 加碼 |
| MainStreet Investment Advisors LLC | 10,895 | $189.8 萬 | 0.21% | −288−2.6% | 減碼 |
| BNC Wealth Management, LLC | 10,867 | $189.3 萬 | 1.00% | +9,020+488.4% | 加碼 |
| Plimoth Trust Co LLC | 10,836 | $188.8 萬 | 0.56% | +1,064+10.9% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 10,820 | $188.5 萬 | 0.25% | +163+1.5% | 加碼 |
| Bailard, Inc. | 10,818 | $188.4 萬 | 0.07% | −594−5.2% | 減碼 |
| TrimTabs Asset Management, LLC | 10,753 | $187.3 萬 | 0.94% | +475+4.6% | 加碼 |
| KWB Wealth | 10,712 | $186.6 萬 | 0.30% | +315+3.0% | 加碼 |
| Sawgrass Asset Management LLC | 10,710 | $186.6 萬 | 0.23% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 10,701 | $186.4 萬 | 0.03% | −667−5.9% | 減碼 |
| Vise Technologies, Inc. | 10,642 | $185.4 萬 | 0.45% | +332+3.2% | 加碼 |
| Horizon Investments, LLC | 10,653 | $184.9 萬 | 0.05% | −2,404−18.4% | 減碼 |
| Meeder Advisory Services, Inc. | 10,572 | $184.2 萬 | 0.20% | +108+1.0% | 加碼 |
| Sigma Planning Corp | 10,512 | $183.1 萬 | 0.07% | −469−4.3% | 減碼 |
| Silicon Hills Wealth Management, LLC | 10,480 | $182.6 萬 | 1.03% | 00.0% | 不變 |
| Vinva Investment Management Ltd | 10,607 | $182.5 萬 | 0.16% | −1,795−14.5% | 減碼 |
| Wolf Group Capital Advisors | 11,215 | $182.5 萬 | 0.91% | −691−5.8% | 減碼 |
| Wintrust Investments LLC | 10,463 | $182.3 萬 | 0.18% | −440−4.0% | 減碼 |
| Penobscot Investment Management Company, Inc. | 10,405 | $181.3 萬 | 0.30% | +120+1.2% | 加碼 |
| Moloney Securities Asset Management, LLC | 10,403 | $181.2 萬 | 0.32% | +2,100+25.3% | 加碼 |
| Guardian Capital LP | 10,388 | $181.0 萬 | 0.06% | 00.0% | 不變 |
| Inlet Private Wealth, LLC | 10,385 | $180.9 萬 | 0.46% | 00.0% | 不變 |
| Csenge Advisory Group | 10,369 | $180.6 萬 | 0.12% | +207+2.0% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 10,351 | $180.3 萬 | 0.09% | +9+0.1% | 加碼 |
| Schechter Investment Advisors, LLC | 10,281 | $179.1 萬 | 0.16% | −320−3.0% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 10,278 | $179.0 萬 | 0.11% | +3,435+50.2% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 10,249 | $178.5 萬 | 0.49% | +1,228+13.6% | 加碼 |
| Constitution Capital LLC | 10,150 | $176.8 萬 | 1.01% | −4,250−29.5% | 減碼 |
| Pinnacle Wealth Management, LLC | 10,142 | $176.7 萬 | 1.78% | +10,142 | 新進 |
| Ziegler Capital Management, LLC | 10,112 | $176.2 萬 | 0.07% | +173+1.7% | 加碼 |
| Mission Wealth Management, LP | 10,093 | $175.8 萬 | 0.07% | +542+5.7% | 加碼 |
| Cunning Capital Partners, LP | 0 | $175.4 萬 | 1.11% | −10,070−100.0% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 10,017 | $174.5 萬 | 0.25% | −80,703−89.0% | 減碼 |
| Bigelow Investment Advisors, LLC | 9,946 | $173.3 萬 | 0.95% | +323+3.4% | 加碼 |
| Everett Harris & Co | 9,881 | $172.1 萬 | 0.03% | +42+0.4% | 加碼 |
| Knuff & Co LLC | 9,855 | $171.7 萬 | 0.64% | 00.0% | 不變 |
| Chicago Capital, LLC | 9,849 | $171.6 萬 | 0.08% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 9,705 | $169.1 萬 | 0.30% | −61−0.6% | 減碼 |
| FOCUS Wealth Advisors, LLC | 9,690 | $168.8 萬 | 1.14% | −1,007−9.4% | 減碼 |
| Moors & Cabot, Inc. | 9,680 | $168.6 萬 | 0.11% | −1,387−12.5% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 9,680 | $168.6 萬 | 0.06% | +8,005+477.9% | 加碼 |
| Linker Capital Management Inc. | 9,650 | $168.1 萬 | 1.77% | 00.0% | 不變 |
| HRT Financial LP | 9,615 | $167.4 萬 | 0.02% | +9,615 | 新進 |
| Applied Capital LLC | 9,584 | $167.0 萬 | 1.58% | −30.0% | 減碼 |
| Carl P. Sherr & Co., LLC | 9,545 | $166.3 萬 | 1.09% | +20.0% | 加碼 |
| Berkshire Bank | 9,446 | $164.5 萬 | 0.45% | +81+0.9% | 加碼 |
| Gateway Investment Advisers LLC | 9,349 | $162.9 萬 | 0.02% | −117−1.2% | 減碼 |
| Beacon Investment Advisors LLC | 9,328 | $162.5 萬 | 1.11% | +6,138+192.4% | 加碼 |
| Woodmont Investment Counsel LLC | 9,318 | $162.3 萬 | 0.17% | −300−3.1% | 減碼 |
| VisionPoint Advisory Group, LLC | 9,310 | $162.2 萬 | 0.66% | +530+6.0% | 加碼 |
| NTV Asset Management LLC | 9,310 | $162.2 萬 | 0.28% | +625+7.2% | 加碼 |
| Kathleen S. Wright Associates Inc. | 9,299 | $162.0 萬 | 1.03% | −5,900−38.8% | 減碼 |
| Trustco Bank Corp N Y | 9,284 | $161.7 萬 | 1.74% | +73+0.8% | 加碼 |
| Insight Wealth Strategies, LLC | 9,267 | $161.4 萬 | 0.31% | +18+0.2% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 9,263 | $161.4 萬 | 0.20% | 00.0% | 不變 |
| Signet Investment Advisory Group, Inc. | 9,250 | $161.1 萬 | 1.06% | −650−6.6% | 減碼 |
| Laffer Tengler Investments | 9,239 | $160.9 萬 | 0.43% | +350+3.9% | 加碼 |
| CenterBook Partners LP | 9,229 | $160.8 萬 | 0.20% | −14,594−61.3% | 減碼 |
| Northern Financial Advisors Inc | 9,204 | $160.3 萬 | 1.41% | +406+4.6% | 加碼 |
| Hartline Investment Corp | 9,181 | $159.9 萬 | 0.27% | 00.0% | 不變 |
| Cape Cod Five Cents Savings Bank | 9,152 | $159.4 萬 | 0.17% | −34−0.4% | 減碼 |
| Advisory Research Inc | 9,141 | $159.2 萬 | 0.20% | +1,079+13.4% | 加碼 |
| TAGStone Capital, Inc. | 9,111 | $158.7 萬 | 1.14% | +37+0.4% | 加碼 |
| Blue Zone Wealth Advisors, LLC | 9,108 | $158.7 萬 | 0.73% | 00.0% | 不變 |
| FDx Advisors, Inc. | 9,066 | $157.9 萬 | 0.09% | −739−7.5% | 減碼 |
| Hyman Charles D | 9,048 | $157.6 萬 | 0.10% | 00.0% | 不變 |
| Fulton Bank, N.A. | 9,041 | $157.5 萬 | 0.08% | −20−0.2% | 減碼 |
| F/M Investments LLC | 9,028 | $157.3 萬 | 1.16% | +9,028 | 新進 |
| J.W. Cole Advisors, Inc. | 8,967 | $156.2 萬 | 0.11% | −2,155−19.4% | 減碼 |
| Argent Advisors, Inc. | 8,958 | $156.0 萬 | 0.72% | +254+2.9% | 加碼 |