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 |
|---|---|---|---|---|---|
| Caldwell Sutter Capital, Inc. | 7,352 | $109.7 萬 | 0.61% | 00.0% | 不變 |
| Karpas Strategies, LLC | 7,400 | $110.4 萬 | 0.41% | +5+0.1% | 加碼 |
| Chesapeake Wealth Management | 7,436 | $110.9 萬 | 0.46% | −52−0.7% | 減碼 |
| Ritholtz Wealth Management | 7,472 | $111.5 萬 | 0.05% | +508+7.3% | 加碼 |
| Community Bank, N.A. | 7,482 | $111.6 萬 | 0.16% | −383−4.9% | 減碼 |
| Associated Banc-Corp | 7,541 | $112.5 萬 | 0.04% | −65−0.9% | 減碼 |
| Arete Wealth Advisors, LLC | 7,593 | $113.4 萬 | 0.20% | +1,028+15.7% | 加碼 |
| Magnetar Financial LLC | 7,616 | $113.6 萬 | 0.03% | +7,616 | 新進 |
| Spinnaker Trust | 7,632 | $113.9 萬 | 0.09% | +1,913+33.4% | 加碼 |
| Beach Investment Counsel Inc | 7,633 | $113.9 萬 | 0.14% | 00.0% | 不變 |
| Strategic Investment Advisors | 7,644 | $114.0 萬 | 0.19% | −931−10.9% | 減碼 |
| First Horizon Advisors, Inc. | 7,707 | $115.0 萬 | 0.04% | +866+12.7% | 加碼 |
| Leonteq Securities AG | 7,727 | $115.3 萬 | 0.12% | +3,070+65.9% | 加碼 |
| Joel Isaacson & Co., LLC | 7,783 | $116.1 萬 | 0.08% | +350+4.7% | 加碼 |
| Wealth Advisors, Inc. | 7,786 | $116.2 萬 | 0.52% | 00.0% | 不變 |
| Stokes Family Office, LLC | 7,829 | $116.8 萬 | 0.14% | −170−2.1% | 減碼 |
| Excalibur Management Corp | 7,866 | $117.4 萬 | 0.61% | −45−0.6% | 減碼 |
| Meridian Wealth Management, LLC | 7,880 | $117.6 萬 | 0.07% | +3,791+92.7% | 加碼 |
| AXS Investments LLC | 7,886 | $117.7 萬 | 0.30% | +330+4.4% | 加碼 |
| Raab & Moskowitz Asset Management LLC | 7,902 | $117.9 萬 | 0.42% | −31−0.4% | 減碼 |
| Vident Advisory, LLC | 7,924 | $118.2 萬 | 0.04% | +7,924 | 新進 |
| FineMark National Bank & Trust | 7,930 | $118.3 萬 | 0.05% | −260−3.2% | 減碼 |
| Parkside Financial Bank & Trust | 7,953 | $118.7 萬 | 0.27% | +2,883+56.9% | 加碼 |
| Greenwood Gearhart Inc | 7,958 | $118.7 萬 | 0.14% | 00.0% | 不變 |
| Bank of Hawaii | 7,964 | $118.8 萬 | 0.07% | +275+3.6% | 加碼 |
| Massmutual Trust Co FSB | 7,973 | $118.9 萬 | 0.04% | −304−3.7% | 減碼 |
| Union Heritage Capital, LLC | 8,000 | $119.4 萬 | 0.68% | 00.0% | 不變 |
| Intellectus Partners, LLC | 8,012 | $119.5 萬 | 0.38% | +200+2.6% | 加碼 |
| Oldfather Financial Services, LLC | 8,022 | $119.7 萬 | 0.61% | −304−3.7% | 減碼 |
| Bryn Mawr Trust Co | 8,082 | $120.6 萬 | 0.05% | −19−0.2% | 減碼 |
| Triad Investment Management | 8,138 | $121.4 萬 | 1.77% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 8,155 | $121.7 萬 | 0.16% | −41−0.5% | 減碼 |
| RNC Capital Management LLC | 8,169 | $121.9 萬 | 0.08% | −715−8.0% | 減碼 |
| Thoroughbred Financial Services, LLC | 8,190 | $122.1 萬 | 0.12% | +4,262+108.5% | 加碼 |
| Westpac Banking Corp | 8,217 | $122.6 萬 | 0.09% | −23,576−74.2% | 減碼 |
| Boltwood Capital Management | 8,235 | $122.9 萬 | 0.46% | −90−1.1% | 減碼 |
| Evoke Wealth, LLC | 8,238 | $122.9 萬 | 0.04% | +93+1.1% | 加碼 |
| Palisade Asset Management, LLC | 8,248 | $123.1 萬 | 0.15% | 00.0% | 不變 |
| Osborne Partners Capital Management, LLC | 8,261 | $123.2 萬 | 0.09% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 8,292 | $123.7 萬 | 0.08% | −1,388−14.3% | 減碼 |
| Merit Financial Group, LLC | 8,308 | $123.9 萬 | 0.04% | −541−6.1% | 減碼 |
| Lazard Freres Gestion S.A.S. | 8,285 | $124.1 萬 | 0.04% | 00.0% | 不變 |
| Fund Management at Engine No. 1 LLC | 8,320 | $124.1 萬 | 0.20% | +579+7.5% | 加碼 |
| Ameritas Advisory Services, LLC | 8,244 | $124.4 萬 | 0.06% | +2,826+52.2% | 加碼 |
| Bridgewater Associates, LP | 8,358 | $124.7 萬 | 0.01% | +8,358 | 新進 |
| Amarillo National Bank | 8,374 | $124.9 萬 | 0.26% | 00.0% | 不變 |
| Harbor Capital Advisors, Inc. | 8,391 | $125.2 萬 | 0.27% | 00.0% | 不變 |
| Veriti Management LLC | 8,397 | $125.3 萬 | 0.14% | +488+6.2% | 加碼 |
| Group One Trading, L.P. | 8,425 | $125.7 萬 | 0.05% | +8,425 | 新進 |
| Western Wealth Management, LLC | 8,438 | $125.9 萬 | 0.11% | −239−2.8% | 減碼 |
| Investors Asset Management of Georgia Inc | 8,500 | $126.1 萬 | 0.70% | −50−0.6% | 減碼 |
| Rothschild Investment Corp | 8,455 | $126.1 萬 | 0.11% | −55−0.6% | 減碼 |
| Citizens National Bank Trust Department | 8,464 | $126.3 萬 | 0.35% | +93+1.1% | 加碼 |
| Pitcairn Co | 8,471 | $126.4 萬 | 0.11% | +462+5.8% | 加碼 |
| Wedmont Private Capital | 8,500 | $126.5 萬 | 0.13% | −177−2.0% | 減碼 |
| True North Advisors, LLC | 8,484 | $126.6 萬 | 0.39% | −3,666−30.2% | 減碼 |
| Axq Capital, LP | 8,500 | $126.8 萬 | 0.45% | +8,500 | 新進 |
| Moloney Securities Asset Management, LLC | 8,503 | $126.9 萬 | 0.23% | −1,900−18.3% | 減碼 |
| Delphi Management Inc | 8,523 | $127.2 萬 | 1.30% | +8,523 | 新進 |
| Advisory Research Inc | 8,555 | $127.6 萬 | 0.18% | −586−6.4% | 減碼 |
| HBK Sorce Advisory LLC | 8,563 | $127.8 萬 | 0.06% | −82−0.9% | 減碼 |
| Insigneo Advisory Services, LLC | 8,606 | $128.4 萬 | 0.26% | +298+3.6% | 加碼 |
| Howard Capital Management Group, LLC | 8,615 | $128.5 萬 | 0.12% | 00.0% | 不變 |
| RFG Advisory, LLC | 8,616 | $128.5 萬 | 0.06% | +640+8.0% | 加碼 |
| Walter & Keenan Financial Consulting Co | 8,664 | $129.3 萬 | 0.50% | +8+0.1% | 加碼 |
| Beaumont Financial Advisors, LLC | 8,722 | $130.1 萬 | 0.13% | −38−0.4% | 減碼 |
| Center for Financial Planning, Inc. | 8,732 | $130.3 萬 | 0.28% | 00.0% | 不變 |
| Taylor Frigon Capital Management LLC | 8,755 | $130.6 萬 | 0.73% | +103+1.2% | 加碼 |
| Coastal Bridge Advisors, LLC | 8,827 | $131.7 萬 | 0.35% | +212+2.5% | 加碼 |
| Simmons Bank | 8,837 | $131.8 萬 | 0.12% | +55+0.6% | 加碼 |
| Provenance Wealth Advisors, LLC | 8,858 | $132.2 萬 | 0.21% | +8,858 | 新進 |
| Berkshire Asset Management LLC | 8,880 | $132.5 萬 | 0.08% | +30.0% | 加碼 |
| Qtron Investments LLC | 8,882 | $132.5 萬 | 0.25% | +1,123+14.5% | 加碼 |
| Northern Financial Advisors Inc | 8,889 | $132.6 萬 | 1.21% | −315−3.4% | 減碼 |
| Ingalls & Snyder LLC | 8,930 | $133.2 萬 | 0.06% | −20−0.2% | 減碼 |
| Evergreen Capital Management LLC | 8,939 | $133.4 萬 | 0.06% | +181+2.1% | 加碼 |
| United Asset Strategies, Inc. | 8,941 | $133.4 萬 | 0.17% | +359+4.2% | 加碼 |
| Gateway Investment Advisers LLC | 8,956 | $133.6 萬 | 0.02% | −393−4.2% | 減碼 |
| DoubleLine ETF Adviser LP | 8,961 | $133.7 萬 | 0.48% | +342+4.0% | 加碼 |
| Invst, LLC | 8,975 | $133.9 萬 | 0.19% | +498+5.9% | 加碼 |
| Hyman Charles D | 8,998 | $134.2 萬 | 0.09% | −50−0.6% | 減碼 |
| Meeder Advisory Services, Inc. | 9,033 | $134.8 萬 | 0.17% | −1,539−14.6% | 減碼 |
| Argent Advisors, Inc. | 9,034 | $134.8 萬 | 0.62% | +76+0.8% | 加碼 |
| Woodmont Investment Counsel LLC | 9,062 | $135.2 萬 | 0.14% | −256−2.7% | 減碼 |
| Blue Zone Wealth Advisors, LLC | 9,075 | $135.4 萬 | 0.59% | −33−0.4% | 減碼 |
| Vinva Investment Management Ltd | 9,036 | $135.7 萬 | 0.13% | −1,571−14.8% | 減碼 |
| TAGStone Capital, Inc. | 9,144 | $136.4 萬 | 1.00% | +33+0.4% | 加碼 |
| Signet Investment Advisory Group, Inc. | 9,150 | $136.5 萬 | 0.91% | −100−1.1% | 減碼 |
| American Trust | 9,170 | $136.8 萬 | 0.11% | −5,856−39.0% | 減碼 |
| Hartline Investment Corp | 9,181 | $137.0 萬 | 0.25% | 00.0% | 不變 |
| Beacon Investment Advisors LLC | 9,328 | $139.2 萬 | 0.98% | 00.0% | 不變 |
| WSFS Capital Management, LLC | 9,390 | $140.1 萬 | 0.09% | +6,455+219.9% | 加碼 |
| Carl P. Sherr & Co., LLC | 9,396 | $140.2 萬 | 0.95% | −149−1.6% | 減碼 |
| Berkshire Bank | 9,410 | $140.4 萬 | 0.40% | −36−0.4% | 減碼 |
| Applied Capital LLC | 9,470 | $141.3 萬 | 1.41% | −114−1.2% | 減碼 |
| Institute for Wealth Management, LLC. | 9,475 | $141.4 萬 | 0.26% | −230−2.4% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 9,483 | $141.5 萬 | 0.19% | +220+2.4% | 加碼 |
| Pinnacle Wealth Management, LLC | 9,562 | $142.7 萬 | 1.73% | −580−5.7% | 減碼 |
| Csenge Advisory Group | 9,585 | $143.0 萬 | 0.10% | −784−7.6% | 減碼 |
| Trustco Bank Corp N Y | 9,634 | $143.7 萬 | 1.64% | +350+3.8% | 加碼 |