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 |
|---|---|---|---|---|---|
| Mayflower Financial Advisors, LLC | 2,752 | $41.1 萬 | 0.06% | +217+8.6% | 加碼 |
| Athena Investment Management | 2,773 | $41.4 萬 | 0.30% | −12−0.4% | 減碼 |
| Sage Mountain Advisors LLC | 2,785 | $41.5 萬 | 0.06% | +452+19.4% | 加碼 |
| Graves-Light Private Wealth Management, Inc. | 2,783 | $41.6 萬 | 0.06% | 00.0% | 不變 |
| Pekin Hardy Strauss, Inc. | 2,790 | $41.6 萬 | 0.07% | 00.0% | 不變 |
| Marcum Wealth, LLC | 2,793 | $41.7 萬 | 0.05% | −52−1.8% | 減碼 |
| Nilsine Partners, LLC | 2,798 | $41.7 萬 | 0.06% | −16−0.6% | 減碼 |
| WealthTrust Axiom LLC | 2,799 | $41.8 萬 | 0.15% | −3,354−54.5% | 減碼 |
| Marietta Investment Partners LLC | 2,800 | $41.8 萬 | 0.12% | 00.0% | 不變 |
| Kearns & Associates LLC | 2,800 | $41.8 萬 | 0.39% | 00.0% | 不變 |
| Centennial Bank | 2,800 | $41.8 萬 | 0.29% | 00.0% | 不變 |
| Veritas Investment Partners (UK) Ltd. | 2,800 | $41.8 萬 | 0.01% | −200−6.7% | 減碼 |
| McIlrath & Eck, LLC | 2,802 | $41.8 萬 | 0.08% | −50−1.8% | 減碼 |
| Cornerstone Wealth Group, LLC | 2,804 | $41.8 萬 | 0.07% | −53−1.9% | 減碼 |
| Financial Management Network Inc | 2,857 | $41.9 萬 | 0.14% | −21−0.7% | 減碼 |
| Caxton Associates LP | 2,810 | $41.9 萬 | 0.06% | −2,121−43.0% | 減碼 |
| Aft, Forsyth & Company, Inc. | 2,811 | $41.9 萬 | 0.31% | +76+2.8% | 加碼 |
| Sendero Wealth Management, LLC | 2,814 | $42.0 萬 | 0.09% | 00.0% | 不變 |
| Hanson & Doremus Investment Management | 2,824 | $42.1 萬 | 0.09% | 00.0% | 不變 |
| Mezzasalma Advisors, LLC | 2,827 | $42.2 萬 | 0.26% | +10.0% | 加碼 |
| Fortune Financial Advisors, LLC | 2,844 | $42.4 萬 | 0.32% | +8+0.3% | 加碼 |
| Scissortail Wealth Management, LLC | 3,000 | $42.5 萬 | 0.33% | 00.0% | 不變 |
| Texas Yale Capital Corp. | 2,848 | $42.5 萬 | 0.02% | +50+1.8% | 加碼 |
| Bristol John W & Co Inc | 2,851 | $42.5 萬 | 0.01% | 00.0% | 不變 |
| Aaron Wealth Advisors | 2,863 | $42.7 萬 | 0.06% | −10,100−77.9% | 減碼 |
| Bath Savings Trust Co | 2,873 | $42.9 萬 | 0.05% | 00.0% | 不變 |
| Cherry Tree Wealth Management, LLC | 2,879 | $42.9 萬 | 0.13% | 00.0% | 不變 |
| Summit Financial Group Inc | 2,885 | $43.0 萬 | 0.18% | −1,225−29.8% | 減碼 |
| Eagle Asset Management Inc | 2,889 | $43.1 萬 | 0.00% | +711+32.6% | 加碼 |
| Global Trust Asset Management, LLC | 2,892 | $43.1 萬 | 0.21% | +14+0.5% | 加碼 |
| VeraBank, N.A. | 2,898 | $43.2 萬 | 0.17% | −66−2.2% | 減碼 |
| Twin Lakes Capital Management, LLC | 2,898 | $43.2 萬 | 0.32% | +4+0.1% | 加碼 |
| Zullo Investment Group, Inc. | 2,906 | $43.4 萬 | 0.25% | +317+12.2% | 加碼 |
| Cambridge Advisors Inc. | 2,910 | $43.4 萬 | 0.12% | 00.0% | 不變 |
| Agate Pass Investment Management, LLC | 2,920 | $43.6 萬 | 0.30% | −410−12.3% | 減碼 |
| MWA Asset Management | 2,930 | $43.7 萬 | 0.42% | +2,930 | 新進 |
| PDS Planning, Inc | 2,969 | $44.3 萬 | 0.06% | +56+1.9% | 加碼 |
| Jefferies Financial Group Inc. | 2,973 | $44.4 萬 | 0.01% | −3,915−56.8% | 減碼 |
| Tradition Wealth Management, LLC | 2,978 | $44.4 萬 | 0.05% | +88+3.0% | 加碼 |
| Credit Capital Investments LLC | 2,979 | $44.4 萬 | 0.59% | +2,979 | 新進 |
| Legal Advantage Investments, Inc. | 3,000 | $44.8 萬 | 0.32% | −100−3.2% | 減碼 |
| Authentikos Wealth Advisory, LLC | 3,000 | $44.8 萬 | 0.43% | −22−0.7% | 減碼 |
| Legacy Wealth Management, LLC | 3,000 | $44.8 萬 | 0.23% | 00.0% | 不變 |
| Acropolis Investment Management, LLC | 3,006 | $44.8 萬 | 0.03% | 00.0% | 不變 |
| Reynders McVeigh Capital Management, LLC | 3,015 | $45.0 萬 | 0.03% | +747+32.9% | 加碼 |
| MCF Advisors LLC | 3,030 | $45.2 萬 | 0.04% | +63+2.1% | 加碼 |
| Shufro Rose & Co LLC | 3,033 | $45.2 萬 | 0.04% | −28−0.9% | 減碼 |
| ERn Financial, LLC | 3,035 | $45.3 萬 | 0.10% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 3,041 | $45.4 萬 | 0.06% | −423−12.2% | 減碼 |
| FirstPurpose Wealth LLC | 3,049 | $45.5 萬 | 0.20% | +30+1.0% | 加碼 |
| Acima Private Wealth, LLC | 3,056 | $45.6 萬 | 0.20% | 00.0% | 不變 |
| Borer Denton & Associates, Inc. | 3,063 | $45.7 萬 | 0.19% | +11+0.4% | 加碼 |
| Westmount Partners, LLC | 3,067 | $45.8 萬 | 0.20% | −19−0.6% | 減碼 |
| Proficio Capital Partners LLC | 3,080 | $45.9 萬 | 0.06% | +1,442+88.0% | 加碼 |
| Arrow Financial Corp | 3,085 | $46.0 萬 | 0.05% | −263−7.9% | 減碼 |
| Perpetual Ltd | 3,087 | $46.1 萬 | 0.00% | −630−16.9% | 減碼 |
| CoreFirst Bank & Trust | 3,098 | $46.2 萬 | 0.33% | 00.0% | 不變 |
| Geller Advisors LLC | 3,099 | $46.2 萬 | 0.05% | −204−6.2% | 減碼 |
| Hamilton Capital, LLC | 3,102 | $46.3 萬 | 0.04% | +107+3.6% | 加碼 |
| Abbrea Capital, LLC | 3,102 | $46.3 萬 | 0.07% | −505−14.0% | 減碼 |
| Cary Street Partners Asset Management LLC | 3,114 | $46.5 萬 | 0.09% | −112−3.5% | 減碼 |
| Eagle Ridge Investment Management | 3,139 | $46.8 萬 | 0.05% | 00.0% | 不變 |
| Exchange Bank | 3,139 | $46.8 萬 | 0.45% | 00.0% | 不變 |
| Plancorp, LLC | 3,145 | $46.9 萬 | 0.03% | +54+1.7% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 3,146 | $46.9 萬 | 0.10% | −171−5.2% | 減碼 |
| Hoylecohen, LLC | 3,165 | $47.2 萬 | 0.04% | −76−2.3% | 減碼 |
| Ridgewood Investments LLC | 3,174 | $47.4 萬 | 0.31% | 00.0% | 不變 |
| Prostatis Group LLC | 3,231 | $47.4 萬 | 0.23% | +3,231 | 新進 |
| Clean Yield Group | 3,132 | $47.5 萬 | 0.21% | 00.0% | 不變 |
| Ellevest, Inc. | 3,181 | $47.5 萬 | 0.04% | −261−7.6% | 減碼 |
| Worldquant Millennium Advisors LLC | 3,193 | $47.6 萬 | 0.01% | −179,771−98.3% | 減碼 |
| Axxcess Wealth Management, LLC | 3,196 | $47.7 萬 | 0.02% | +3,196 | 新進 |
| Altfest L J & Co Inc | 3,195 | $47.7 萬 | 0.08% | 00.0% | 不變 |
| Tompkins Financial Corp | 3,216 | $48.0 萬 | 0.08% | 00.0% | 不變 |
| Doliver Advisors, LP | 3,219 | $48.0 萬 | 0.14% | 00.0% | 不變 |
| Old Mission Investment Co LLC | 3,220 | $48.0 萬 | 0.19% | −18−0.6% | 減碼 |
| Purus Wealth Management, LLC | 3,222 | $48.1 萬 | 0.32% | −43−1.3% | 減碼 |
| Tobam | 3,225 | $48.1 萬 | 0.04% | +261+8.8% | 加碼 |
| Matrix Asset Advisors Inc | 3,228 | $48.2 萬 | 0.07% | 00.0% | 不變 |
| Advisor Resource Council | 3,247 | $48.4 萬 | 0.32% | +262+8.8% | 加碼 |
| CWA Asset Management Group, LLC | 3,248 | $48.5 萬 | 0.04% | +50+1.6% | 加碼 |
| Banque Pictet & Cie SA | 3,250 | $48.5 萬 | 0.01% | +3,250 | 新進 |
| BSW Wealth Partners | 3,261 | $48.6 萬 | 0.11% | +121+3.9% | 加碼 |
| SignalPoint Asset Management, LLC | 3,263 | $48.7 萬 | 0.16% | +10.0% | 加碼 |
| Quadrant Private Wealth Management, LLC | 3,284 | $49.0 萬 | 0.16% | −762−18.8% | 減碼 |
| Somerville Kurt F | 3,285 | $49.0 萬 | 0.10% | −240−6.8% | 減碼 |
| Hartford Financial Management Inc. | 3,288 | $49.1 萬 | 0.13% | −5−0.2% | 減碼 |
| Tanager Wealth Management LLP | 3,294 | $49.1 萬 | 0.10% | +146+4.6% | 加碼 |
| Private Ocean, LLC | 3,295 | $49.2 萬 | 0.06% | 00.0% | 不變 |
| Desjardins Global Asset Management Inc. | 3,301 | $49.2 萬 | 0.05% | −2,268−40.7% | 減碼 |
| Journey Strategic Wealth LLC | 3,302 | $49.3 萬 | 0.02% | +10+0.3% | 加碼 |
| LVW Advisors, LLC | 3,314 | $49.4 萬 | 0.11% | +607+22.4% | 加碼 |
| Aspen Investment Management Inc | 3,320 | $49.5 萬 | 0.30% | +10+0.3% | 加碼 |
| Cable Hill Partners, LLC | 3,319 | $49.5 萬 | 0.07% | +81+2.5% | 加碼 |
| Steel Peak Wealth Management LLC | 3,353 | $50.0 萬 | 0.03% | −1,506−31.0% | 減碼 |
| Philadelphia Trust Co | 3,357 | $50.1 萬 | 0.05% | 00.0% | 不變 |
| Sentry Investment Management LLC | 3,378 | $50.4 萬 | 0.24% | −746−18.1% | 減碼 |
| OneAscent Financial Services LLC | 3,377 | $50.4 萬 | 0.13% | +3,377 | 新進 |
| Congress Wealth Management LLC | 3,392 | $50.6 萬 | 0.01% | +78+2.4% | 加碼 |
| Fort Pitt Capital Group, LLC | 3,393 | $50.6 萬 | 0.02% | +166+5.1% | 加碼 |