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 3 季 13F 持有人
American Express Co 在 2023/9/30 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
- 2,003
- 較 2023 年第 2 季 −17 家
- 持有股數
- 6.12 億
- 較 2023 年第 2 季 −709.3 萬 (−1.1%)
- 總市值
- $913.0 億
- 較 2023 年第 2 季 −$163.9 億 (−15.2%)
- 新進機構
- 147
- 另有 745 家加碼
- 清倉機構
- 164
- 另有 745 家減碼
另有 28 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Laurel Wealth Advisors LLC | 5,658 | $84.4 萬 | 0.18% | −294−4.9% | 減碼 |
| Northcape Wealth Management, LLC | 5,659 | $84.4 萬 | 0.32% | 00.0% | 不變 |
| Independent Financial Group, LLC | 5,683 | $84.8 萬 | 0.06% | +470+9.0% | 加碼 |
| Allworth Financial LP | 5,701 | $85.1 萬 | 0.01% | +308+5.7% | 加碼 |
| TrinityPoint Wealth, LLC | 5,724 | $85.4 萬 | 0.17% | +38+0.7% | 加碼 |
| Wealthspire Advisors, LLC | 5,727 | $85.4 萬 | 0.01% | +654+12.9% | 加碼 |
| Highline Wealth Partners LLC | 5,777 | $86.2 萬 | 0.53% | 00.0% | 不變 |
| FDx Advisors, Inc. | 5,801 | $86.5 萬 | 0.07% | −3,265−36.0% | 減碼 |
| Hartford Funds Management Co LLC | 5,801 | $86.5 萬 | 0.09% | −364−5.9% | 減碼 |
| Lavaca Capital LLC | 5,821 | $86.8 萬 | 0.31% | +255+4.6% | 加碼 |
| Symmetry Partners, LLC | 5,831 | $87.0 萬 | 0.05% | −1,362−18.9% | 減碼 |
| Ellis Investment Partners, LLC | 5,832 | $87.0 萬 | 0.22% | −15−0.3% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,779 | $87.2 萬 | 0.01% | 00.0% | 不變 |
| Cornercap Investment Counsel Inc | 5,850 | $87.3 萬 | 0.16% | +5,850 | 新進 |
| Geo Capital Gestora de Recursos Ltd | 5,859 | $87.4 萬 | 0.81% | −9,021−60.6% | 減碼 |
| Spears Abacus Advisors LLC | 5,865 | $87.5 萬 | 0.08% | +13+0.2% | 加碼 |
| Wealth Alliance | 5,909 | $88.2 萬 | 0.14% | +105+1.8% | 加碼 |
| Weik Capital Management | 5,923 | $88.4 萬 | 0.43% | +755+14.6% | 加碼 |
| Ledyard National Bank | 5,950 | $88.8 萬 | 0.10% | −98−1.6% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 5,959 | $88.9 萬 | 0.06% | +660+12.5% | 加碼 |
| Cornerstone Planning Group LLC | 5,987 | $89.3 萬 | 0.34% | −6−0.1% | 減碼 |
| Harbour Investments, Inc. | 5,998 | $89.5 萬 | 0.04% | −131−2.1% | 減碼 |
| Weil Company, Inc. | 6,000 | $89.5 萬 | 0.44% | 00.0% | 不變 |
| Summit Global Investments | 6,008 | $89.6 萬 | 0.06% | +952+18.8% | 加碼 |
| Becker Capital Management Inc | 6,008 | $89.6 萬 | 0.04% | −235−3.8% | 減碼 |
| Edge Capital Group, LLC | 6,061 | $90.4 萬 | 0.06% | −27,952−82.2% | 減碼 |
| Mather Group, LLC. | 6,068 | $90.5 萬 | 0.02% | −376−5.8% | 減碼 |
| Oak Harvest Investment Services | 6,078 | $90.7 萬 | 0.19% | +2,415+65.9% | 加碼 |
| Global Retirement Partners, LLC | 6,209 | $91.0 萬 | 0.05% | −8−0.1% | 減碼 |
| Dover Advisors, LLC | 6,109 | $91.1 萬 | 0.92% | +251+4.3% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 6,139 | $91.6 萬 | 0.21% | −220−3.5% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 6,142 | $91.6 萬 | 0.02% | +12+0.2% | 加碼 |
| Coronation Fund Managers Ltd. | 6,151 | $91.8 萬 | 0.03% | −382−5.8% | 減碼 |
| Derbend Asset Management | 6,168 | $92.0 萬 | 0.63% | −237−3.7% | 減碼 |
| KRS Capital Management, LLC | 6,262 | $93.4 萬 | 1.00% | +165+2.7% | 加碼 |
| Checchi Capital Advisers, LLC | 6,276 | $93.6 萬 | 0.09% | −252−3.9% | 減碼 |
| Parisi Gray Wealth Management | 6,295 | $93.9 萬 | 0.43% | −6−0.1% | 減碼 |
| Alpine Woods Capital Investors, LLC | 6,300 | $94.0 萬 | 0.15% | +6,300 | 新進 |
| Penserra Capital Management LLC | 6,363 | $94.7 萬 | 0.02% | −436−6.4% | 減碼 |
| Flputnam Investment Management Co | 6,359 | $94.9 萬 | 0.03% | +206+3.3% | 加碼 |
| Aurora Private Wealth, Inc. | 6,362 | $94.9 萬 | 1.05% | 00.0% | 不變 |
| S&CO Inc | 6,386 | $95.2 萬 | 0.08% | 00.0% | 不變 |
| Cigna Investments Inc | 6,399 | $95.4 萬 | 0.22% | −816−11.3% | 減碼 |
| Echo Street Capital Management LLC | 6,398 | $95.5 萬 | 0.01% | +6,398 | 新進 |
| iA Global Asset Management Inc. | 6,416 | $95.7 萬 | 0.03% | −11,872−64.9% | 減碼 |
| Semper Augustus Investments Group LLC大師Semper Augustus | 6,426 | $95.9 萬 | 0.23% | 00.0% | 不變 |
| Duff & Phelps Investment Management Co | 6,432 | $96.0 萬 | 0.01% | −123−1.9% | 減碼 |
| Principle Wealth Partners LLC | 6,464 | $96.4 萬 | 0.10% | −120−1.8% | 減碼 |
| Apollon Wealth Management, LLC | 6,500 | $97.0 萬 | 0.05% | −1,754−21.3% | 減碼 |
| SRN Advisors, LLC | 6,506 | $97.1 萬 | 0.96% | −400−5.8% | 減碼 |
| Empowered Funds, LLC | 6,568 | $98.0 萬 | 0.03% | +2,435+58.9% | 加碼 |
| We Are One Seven, LLC | 6,610 | $98.6 萬 | 0.08% | +130+2.0% | 加碼 |
| Carr Financial Group Corp | 6,480 | $99.0 萬 | 0.39% | 00.0% | 不變 |
| Daymark Wealth Partners, LLC | 101,004 | $99.1 萬 | 0.07% | +95,447+1,717.6% | 加碼 |
| Wade G W & Inc | 6,656 | $99.3 萬 | 0.04% | −99−1.5% | 減碼 |
| Diligent Investors, LLC | 6,676 | $99.6 萬 | 0.30% | 00.0% | 不變 |
| Smithfield Trust Co | 6,712 | $99.7 萬 | 0.06% | −108−1.6% | 減碼 |
| Davis Investment Partners, LLC | 6,779 | $99.7 萬 | 0.53% | +428+6.7% | 加碼 |
| Mark Stevens | 6,696 | $99.9 萬 | 0.13% | +238+3.7% | 加碼 |
| Strategic Advocates LLC | 6,708 | $100.1 萬 | 0.47% | +6,708 | 新進 |
| Ameritas Investment Partners, Inc. | 6,715 | $100.2 萬 | 0.04% | −362−5.1% | 減碼 |
| Washington Trust Advisors, Inc. | 6,756 | $100.8 萬 | 0.10% | +565+9.1% | 加碼 |
| Birinyi Associates Inc | 6,800 | $101.5 萬 | 0.41% | +2,650+63.9% | 加碼 |
| Busey Wealth Management | 6,835 | $102.0 萬 | 0.04% | +66+1.0% | 加碼 |
| Piscataqua Savings Bank | 6,877 | $102.6 萬 | 0.89% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 6,883 | $102.7 萬 | 0.26% | +12+0.2% | 加碼 |
| Citadel Investment Advisory, Inc. | 6,884 | $102.7 萬 | 0.67% | 00.0% | 不變 |
| Patten & Patten Inc | 6,893 | $102.8 萬 | 0.09% | +31+0.5% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 6,893 | $102.8 萬 | 0.10% | +1,836+36.3% | 加碼 |
| Granite Bay Wealth Management, LLC | 6,300 | $103.0 萬 | 0.01% | +6,300 | 新進 |
| Trust Asset Management LLC | 6,944 | $103.6 萬 | 0.11% | 00.0% | 不變 |
| Greystone Financial Group, LLC | 6,945 | $103.6 萬 | 0.26% | +3,013+76.6% | 加碼 |
| Mutual Advisors, LLC | 6,967 | $103.9 萬 | 0.04% | +558+8.7% | 加碼 |
| Telemus Capital, LLC | 6,976 | $104.1 萬 | 0.10% | −23−0.3% | 減碼 |
| JLB & Associates Inc | 7,020 | $104.7 萬 | 0.16% | +2,570+57.8% | 加碼 |
| Insight Advisors, LLC | 7,033 | $104.9 萬 | 0.24% | −44−0.6% | 減碼 |
| Essex Investment Management Co LLC | 7,043 | $105.1 萬 | 0.17% | −5,554−44.1% | 減碼 |
| McAdam, LLC | 7,074 | $105.5 萬 | 0.09% | +10+0.1% | 加碼 |
| Transatlantique Private Wealth LLC | 7,151 | $105.8 萬 | 0.57% | +23+0.3% | 加碼 |
| Acadian Asset Management LLC | 7,139 | $106.3 萬 | 0.00% | −9,822−57.9% | 減碼 |
| Van Strum & Towne Inc. | 7,140 | $106.5 萬 | 0.45% | 00.0% | 不變 |
| Forum Financial Management, LP | 7,179 | $107.1 萬 | 0.02% | +1,201+20.1% | 加碼 |
| BancorpSouth Bank | 7,189 | $107.3 萬 | 0.09% | −1,137−13.7% | 減碼 |
| Beacon Financial Group | 6,795 | $107.4 萬 | 0.15% | −177−2.5% | 減碼 |
| Connolly Sarah T. | 7,200 | $107.4 萬 | 0.71% | 00.0% | 不變 |
| Fort Point Capital Partners LLC | 7,212 | $107.6 萬 | 0.17% | 00.0% | 不變 |
| Lee Danner & Bass Inc | 7,223 | $107.8 萬 | 0.10% | 00.0% | 不變 |
| Monte Financial Group, LLC | 7,226 | $107.8 萬 | 0.55% | −23−0.3% | 減碼 |
| J.W. Cole Advisors, Inc. | 7,234 | $107.9 萬 | 0.08% | −1,733−19.3% | 減碼 |
| YHB Investment Advisors, Inc. | 7,237 | $108.0 萬 | 0.10% | −50−0.7% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 7,240 | $108.0 萬 | 0.08% | 00.0% | 不變 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,770 | $108.1 萬 | 0.90% | +2,900+101.0% | 加碼 |
| Balentine LLC | 7,261 | $108.3 萬 | 0.04% | +61+0.8% | 加碼 |
| Auxier Asset Management | 7,263 | $108.4 萬 | 0.18% | −10−0.1% | 減碼 |
| Veracity Capital LLC | 7,275 | $108.5 萬 | 0.51% | +103+1.4% | 加碼 |
| Woodstock Corp | 7,298 | $108.9 萬 | 0.14% | −52−0.7% | 減碼 |
| Gotham Asset Management, LLC | 7,322 | $109.2 萬 | 0.02% | −361−4.7% | 減碼 |
| Summit Trail Advisors, LLC | 7,332 | $109.4 萬 | 0.04% | −378−4.9% | 減碼 |
| NBC Securities, Inc. | 7,342 | $109.5 萬 | 0.12% | +7,342 | 新進 |
| Sherbrooke Park Advisers LLC | 7,350 | $109.7 萬 | 0.35% | +5,250+250.0% | 加碼 |