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 |
|---|---|---|---|---|---|
| MainStreet Investment Advisors LLC | 9,641 | $143.8 萬 | 0.17% | −1,254−11.5% | 減碼 |
| Inlet Private Wealth, LLC | 9,655 | $144.0 萬 | 0.47% | −730−7.0% | 減碼 |
| FOCUS Wealth Advisors, LLC | 9,655 | $144.1 萬 | 1.00% | −35−0.4% | 減碼 |
| Foundations Investment Advisors, LLC | 9,678 | $144.4 萬 | 0.04% | +2,386+32.7% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 9,697 | $144.7 萬 | 0.07% | −654−6.3% | 減碼 |
| Paloma Partners Management Co | 9,706 | $144.8 萬 | 0.30% | +9,017+1,308.7% | 加碼 |
| Constitution Capital LLC | 9,718 | $145.0 萬 | 0.99% | −432−4.3% | 減碼 |
| Mission Wealth Management, LP | 9,820 | $146.5 萬 | 0.06% | −273−2.7% | 減碼 |
| Chicago Capital, LLC | 9,849 | $146.9 萬 | 0.07% | 00.0% | 不變 |
| VisionPoint Advisory Group, LLC | 9,850 | $147.0 萬 | 0.63% | +540+5.8% | 加碼 |
| Everett Harris & Co | 9,864 | $147.2 萬 | 0.02% | −17−0.2% | 減碼 |
| Teza Capital Management LLC | 9,892 | $147.6 萬 | 0.24% | +9,892 | 新進 |
| Financial Security Advisor, Inc. | 9,899 | $147.7 萬 | 0.68% | +9,899 | 新進 |
| Knuff & Co LLC | 9,900 | $147.7 萬 | 0.59% | +45+0.5% | 加碼 |
| NTV Asset Management LLC | 9,940 | $148.3 萬 | 0.27% | +630+6.8% | 加碼 |
| HAP Trading, LLC | 10,023 | $149.5 萬 | 0.37% | +10,023 | 新進 |
| Bigelow Investment Advisors, LLC | 10,029 | $149.6 萬 | 0.86% | +83+0.8% | 加碼 |
| Walleye Trading LLC | 10,049 | $149.9 萬 | 0.04% | +10,049 | 新進 |
| Barden Capital Management, Inc. | 10,100 | $150.0 萬 | 1.46% | +1,322+15.1% | 加碼 |
| Cunning Capital Partners, LP | 10,070 | $150.2 萬 | 0.99% | +10,070 | 加碼 |
| Ziegler Capital Management, LLC | 10,104 | $150.7 萬 | 0.06% | −8−0.1% | 減碼 |
| Headlands Technologies LLC | 10,126 | $151.1 萬 | 0.74% | +10,126 | 新進 |
| Pinnacle Holdings, LLC | 10,216 | $152.4 萬 | 0.71% | −1,483−12.7% | 減碼 |
| Wintrust Investments LLC | 10,221 | $152.5 萬 | 0.16% | −242−2.3% | 減碼 |
| Insight Wealth Strategies, LLC | 10,239 | $152.8 萬 | 0.30% | +972+10.5% | 加碼 |
| Fulton Bank, N.A. | 10,356 | $154.5 萬 | 0.08% | +1,315+14.5% | 加碼 |
| Stock Yards Bank & Trust Co | 10,361 | $154.6 萬 | 0.06% | −1,096−9.6% | 減碼 |
| Guardian Capital LP | 10,388 | $155.0 萬 | 0.06% | 00.0% | 不變 |
| Sawgrass Asset Management LLC | 10,403 | $155.2 萬 | 0.19% | −307−2.9% | 減碼 |
| Beverly Hills Private Wealth, LLC | 10,404 | $155.2 萬 | 0.46% | −10,331−49.8% | 減碼 |
| Penobscot Investment Management Company, Inc. | 10,459 | $156.0 萬 | 0.21% | +54+0.5% | 加碼 |
| Bridgefront Capital, LLC | 10,463 | $156.1 萬 | 1.09% | +10,463 | 新進 |
| TrimTabs Asset Management, LLC | 10,468 | $156.2 萬 | 0.83% | −285−2.7% | 減碼 |
| Horizon Investments, LLC | 10,535 | $156.5 萬 | 0.05% | −118−1.1% | 減碼 |
| Sigma Planning Corp | 10,533 | $157.2 萬 | 0.06% | +21+0.2% | 加碼 |
| Moneta Group Investment Advisors LLC | 10,536 | $157.2 萬 | 0.04% | −2,604−19.8% | 減碼 |
| Vise Technologies, Inc. | 10,545 | $157.3 萬 | 0.39% | −97−0.9% | 減碼 |
| Plimoth Trust Co LLC | 10,621 | $158.5 萬 | 0.50% | −215−2.0% | 減碼 |
| Ropes Wealth Advisors LLC | 10,645 | $158.8 萬 | 0.31% | −11,331−51.6% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 10,662 | $159.1 萬 | 0.74% | +10,662 | 新進 |
| Marshall Wace, LLP | 10,663 | $159.1 萬 | 0.00% | +10,663 | 新進 |
| Change Path, LLC | 10,672 | $159.2 萬 | 0.11% | −1,463−12.1% | 減碼 |
| Americana Partners, LLC | 10,852 | $159.3 萬 | 0.17% | −5,383−33.2% | 減碼 |
| Strategic Investment Solutions, Inc. | 9,737 | $159.4 萬 | 0.02% | +9,583+6,222.7% | 加碼 |
| Sequoia Financial Advisors, LLC | 10,697 | $159.6 萬 | 0.03% | −40.0% | 減碼 |
| Capital Markets Trading UK LLP | 10,705 | $159.7 萬 | 1.39% | +8,769+452.9% | 加碼 |
| Neo Ivy Capital Management | 10,724 | $160.0 萬 | 0.70% | +10,724 | 新進 |
| Badgley Phelps Wealth Managers, LLC | 10,727 | $160.0 萬 | 0.05% | +1,047+10.8% | 加碼 |
| Park Avenue Securities LLC | 10,753 | $160.4 萬 | 0.02% | −4,064−27.4% | 減碼 |
| Argus Investors' Counsel, Inc. | 10,800 | $161.1 萬 | 1.16% | −340−3.1% | 減碼 |
| Rathbone Brothers plc | 10,824 | $161.5 萬 | 0.01% | +2,548+30.8% | 加碼 |
| Wolf Group Capital Advisors | 10,842 | $161.8 萬 | 0.77% | −373−3.3% | 減碼 |
| IFG Advisory, LLC | 10,940 | $163.2 萬 | 0.14% | −379−3.3% | 減碼 |
| Profund Advisors LLC | 10,956 | $163.5 萬 | 0.09% | −331−2.9% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 10,978 | $163.8 萬 | 0.46% | +729+7.1% | 加碼 |
| Gifford Fong Associates | 11,000 | $164.1 萬 | 0.39% | 00.0% | 不變 |
| St. Johns Investment Management Company, LLC | 11,040 | $164.7 萬 | 0.94% | +27+0.2% | 加碼 |
| Haverford Trust Co | 11,066 | $165.1 萬 | 0.02% | −958−8.0% | 減碼 |
| Doheny Asset Management | 11,085 | $165.4 萬 | 1.60% | −768−6.5% | 減碼 |
| Parallel Advisors, LLC | 11,090 | $165.5 萬 | 0.06% | +158+1.4% | 加碼 |
| Deane Retirement Strategies, Inc. | 11,102 | $165.7 萬 | 0.92% | +11,102 | 新進 |
| BNC Wealth Management, LLC | 11,109 | $165.7 萬 | 0.89% | +242+2.2% | 加碼 |
| Scotia Capital Inc. | 11,127 | $166.0 萬 | 0.01% | +227+2.1% | 加碼 |
| Eqis Capital Management, Inc. | 11,147 | $166.3 萬 | 0.20% | −6,843−38.0% | 減碼 |
| Private Wealth Partners, LLC | 11,213 | $167.3 萬 | 0.16% | 00.0% | 不變 |
| Buttonwood Financial Advisors Inc. | 11,270 | $168.1 萬 | 1.07% | −65−0.6% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 11,285 | $168.4 萬 | 0.01% | −1,412−11.1% | 減碼 |
| Bailard, Inc. | 11,289 | $168.4 萬 | 0.06% | +471+4.4% | 加碼 |
| NEOS Investment Management LLC | 11,310 | $168.7 萬 | 0.22% | +11,310 | 新進 |
| KCM Investment Advisors LLC | 11,330 | $169.0 萬 | 0.07% | −1,041−8.4% | 減碼 |
| SOL Capital Management CO | 11,373 | $169.7 萬 | 0.26% | −30−0.3% | 減碼 |
| Colonial Trust Co | 11,378 | $169.7 萬 | 0.42% | +55+0.5% | 加碼 |
| CMT Capital Markets Trading GmbH | 11,450 | $170.8 萬 | 0.97% | +4,628+67.8% | 加碼 |
| Lowe Brockenbrough & Co Inc | 11,462 | $171.0 萬 | 0.13% | −70−0.6% | 減碼 |
| Aristotle Capital Management, LLC | 11,530 | $172.0 萬 | 0.00% | 00.0% | 不變 |
| Fruth Investment Management | 11,550 | $172.3 萬 | 0.51% | −100−0.9% | 減碼 |
| Arcus Capital Partners, LLC | 11,583 | $172.8 萬 | 0.53% | 00.0% | 不變 |
| Lindsell Train Ltd大師Lindsell Train | 11,600 | $173.1 萬 | 0.03% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 11,624 | $173.4 萬 | 0.02% | +2,742+30.9% | 加碼 |
| Caldwell Trust Co | 11,648 | $173.8 萬 | 0.24% | +30.0% | 加碼 |
| BLB&B Advisors, LLC | 11,662 | $174.0 萬 | 0.12% | −99−0.8% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 11,698 | $174.5 萬 | 0.51% | +20.0% | 加碼 |
| Savoie Capital LLC | 11,700 | $174.6 萬 | 0.46% | +11,700 | 新進 |
| Bull Street Advisors, LLC | 11,792 | $175.9 萬 | 0.93% | 00.0% | 不變 |
| Nicholas Hoffman & Company, LLC. | 11,794 | $176.0 萬 | 0.13% | +32+0.3% | 加碼 |
| QV Investors Inc. | 11,810 | $176.2 萬 | 0.18% | −260−2.2% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 11,819 | $176.3 萬 | 0.09% | −6,595−35.8% | 減碼 |
| Schechter Investment Advisors, LLC | 11,833 | $176.5 萬 | 0.17% | +1,552+15.1% | 加碼 |
| Signaturefd, LLC | 11,899 | $177.5 萬 | 0.05% | +963+8.8% | 加碼 |
| Coldstream Capital Management Inc | 11,993 | $178.9 萬 | 0.06% | −518−4.1% | 減碼 |
| BKD Wealth Advisors, LLC | 11,995 | $179.0 萬 | 0.05% | +335+2.9% | 加碼 |
| Independent Investors Inc | 12,000 | $179.0 萬 | 0.45% | 00.0% | 不變 |
| Valueworks LLC | 12,046 | $179.7 萬 | 0.65% | −174−1.4% | 減碼 |
| Everence Capital Management Inc | 12,194 | $181.9 萬 | 0.14% | −5,280−30.2% | 減碼 |
| Montag A & Associates Inc | 12,247 | $182.7 萬 | 0.12% | +101+0.8% | 加碼 |
| Welch Group, LLC | 12,342 | $184.1 萬 | 0.11% | −88−0.7% | 減碼 |
| Aviance Capital Partners, LLC | 12,391 | $184.9 萬 | 0.42% | −145−1.2% | 減碼 |
| Bank of Stockton | 12,998 | $186.3 萬 | 0.70% | −2,968−18.6% | 減碼 |
| Zenyatta Capital Management LP | 12,500 | $186.5 萬 | 1.01% | +12,500 | 新進 |
| KWB Wealth | 10,712 | $186.6 萬 | 0.30% | 00.0% | 不變 |