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 |
|---|---|---|---|---|---|
| Caas Capital Management LP | 3,400 | $50.7 萬 | 0.11% | +3,400 | 新進 |
| Defined Wealth Management, LLC | 3,431 | $51.2 萬 | 0.44% | +17+0.5% | 加碼 |
| Arkadios Wealth Advisors | 3,449 | $51.5 萬 | 0.05% | +226+7.0% | 加碼 |
| Richwood Investment Advisors, LLC | 3,451 | $51.5 萬 | 0.52% | −47−1.3% | 減碼 |
| Breakwater Capital Group | 3,546 | $51.9 萬 | 0.18% | +96+2.8% | 加碼 |
| Carnegie Capital Asset Management, LLC | 3,481 | $51.9 萬 | 0.02% | +128+3.8% | 加碼 |
| Wesbanco Bank Inc | 3,489 | $52.1 萬 | 0.02% | −50−1.4% | 減碼 |
| Harbor Investment Advisory, LLC | 3,496 | $52.2 萬 | 0.07% | +1,384+65.5% | 加碼 |
| Archford Capital Strategies, LLC | 3,502 | $52.2 萬 | 0.10% | −92−2.6% | 減碼 |
| Colonial Trust Advisors | 3,503 | $52.3 萬 | 0.06% | −39−1.1% | 減碼 |
| Great Valley Advisor Group, Inc. | 3,508 | $52.3 萬 | 0.02% | +13+0.4% | 加碼 |
| Hills Bank & Trust Co | 3,530 | $52.7 萬 | 0.06% | 00.0% | 不變 |
| Transform Wealth, LLC | 3,542 | $52.8 萬 | 0.06% | +101+2.9% | 加碼 |
| Oak Asset Management, LLC | 3,580 | $53.4 萬 | 0.23% | +1,434+66.8% | 加碼 |
| Saybrook Capital | 3,600 | $53.7 萬 | 0.16% | 00.0% | 不變 |
| Solitude Financial Services | 3,600 | $53.7 萬 | 0.30% | +360+11.1% | 加碼 |
| Trillium Asset Management, LLC | 3,611 | $53.9 萬 | 0.02% | +85+2.4% | 加碼 |
| Platform Technology Partners | 5,121 | $54.1 萬 | 0.25% | +1,476+40.5% | 加碼 |
| Guardian Wealth Advisors, LLC | 3,626 | $54.1 萬 | 0.09% | +513+16.5% | 加碼 |
| Resolute Wealth Strategies, LLC | 3,627 | $54.1 萬 | 0.40% | +5+0.1% | 加碼 |
| Knightsbridge Asset Management, LLC | 3,615 | $54.2 萬 | 0.17% | −22−0.6% | 減碼 |
| Alerus Financial NA | 3,633 | $54.2 萬 | 0.05% | −40−1.1% | 減碼 |
| Aspire Private Capital, LLC | 3,641 | $54.3 萬 | 0.18% | +88+2.5% | 加碼 |
| Sigma Investment Counselors Inc | 3,645 | $54.4 萬 | 0.04% | +118+3.3% | 加碼 |
| First City Capital Management, Inc. | 3,648 | $54.4 萬 | 0.34% | 00.0% | 不變 |
| LGL Partners, LLC | 3,649 | $54.4 萬 | 0.10% | +2+0.1% | 加碼 |
| RMB Capital Management, LLC | 3,658 | $54.6 萬 | 0.02% | +345+10.4% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 3,662 | $54.6 萬 | 0.12% | 00.0% | 不變 |
| Gitterman Wealth Management, LLC | 3,670 | $54.8 萬 | 0.26% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 3,673 | $54.8 萬 | 0.02% | −343−8.5% | 減碼 |
| SeaCrest Wealth Management, LLC | 3,696 | $55.1 萬 | 0.07% | −611−14.2% | 減碼 |
| Orleans Capital Management Corp | 3,705 | $55.3 萬 | 0.41% | +160+4.5% | 加碼 |
| Accredited Investors Inc. | 3,708 | $55.3 萬 | 0.04% | +256+7.4% | 加碼 |
| Wealthsource Partners, LLC | 3,711 | $55.4 萬 | 0.04% | −4−0.1% | 減碼 |
| Ipswich Investment Management Co., Inc. | 3,716 | $55.4 萬 | 0.15% | +200+5.7% | 加碼 |
| Magnus Financial Group LLC | 3,720 | $55.5 萬 | 0.08% | +171+4.8% | 加碼 |
| Capital Analysts, LLC | 3,720 | $55.5 萬 | 0.03% | +1,021+37.8% | 加碼 |
| Grove Bank & Trust | 3,728 | $55.6 萬 | 0.11% | +7+0.2% | 加碼 |
| SYSTM Wealth Solutions LLC | 3,728 | $55.6 萬 | 0.09% | +336+9.9% | 加碼 |
| Portside Wealth Group, LLC | 3,768 | $56.0 萬 | 0.11% | +273+7.8% | 加碼 |
| International Assets Investment Management, LLC | 54,399 | $56.0 萬 | 0.08% | −4,078−7.0% | 減碼 |
| Delta Investment Management, LLC | 3,760 | $56.1 萬 | 0.16% | −64−1.7% | 減碼 |
| Gradient Investments LLC | 3,761 | $56.1 萬 | 0.01% | −6−0.2% | 減碼 |
| Prospera Financial Services Inc | 3,750 | $56.1 萬 | 0.02% | −576−13.3% | 減碼 |
| Sunflower Bank, N.A. | 3,790 | $56.5 萬 | 0.14% | −55−1.4% | 減碼 |
| Essex Financial Services, Inc. | 3,816 | $56.9 萬 | 0.07% | +28+0.7% | 加碼 |
| Union Savings Bank | 3,821 | $57.0 萬 | 0.36% | +225+6.3% | 加碼 |
| MTM Investment Management, LLC | 3,822 | $57.0 萬 | 0.29% | 00.0% | 不變 |
| American National Bank | 3,828 | $57.1 萬 | 0.10% | 00.0% | 不變 |
| Linscomb & Williams, Inc. | 3,860 | $57.6 萬 | 0.03% | −1,130−22.6% | 減碼 |
| Lifeworks Advisors, LLC | 3,871 | $57.8 萬 | 0.23% | −344−8.2% | 減碼 |
| River & Mercantile Asset Management LLP | 3,884 | $58.0 萬 | 0.14% | −180−4.4% | 減碼 |
| Sanders Morris Harris LLC | 3,892 | $58.0 萬 | 0.12% | +595+18.0% | 加碼 |
| Culbertson A N & Co Inc | 3,893 | $58.1 萬 | 0.12% | +28+0.7% | 加碼 |
| Oak Grove Capital LLC | 3,905 | $58.3 萬 | 0.23% | −1,014−20.6% | 減碼 |
| Oakworth Capital, Inc. | 3,911 | $58.3 萬 | 0.05% | −65−1.6% | 減碼 |
| Lazari Capital Management, Inc. | 3,930 | $58.6 萬 | 0.35% | +40+1.0% | 加碼 |
| Cornerstone Wealth Management, LLC | 3,951 | $59.0 萬 | 0.06% | +310+8.5% | 加碼 |
| PFG Advisors | 3,952 | $59.0 萬 | 0.05% | +9+0.2% | 加碼 |
| Boston Financial Mangement LLC | 3,959 | $59.1 萬 | 0.02% | −171−4.1% | 減碼 |
| J. W. Coons Advisors, LLC | 3,967 | $59.2 萬 | 0.17% | +200+5.3% | 加碼 |
| Centerpoint Advisors, LLC | 3,993 | $59.6 萬 | 0.25% | 00.0% | 不變 |
| First Western Trust Bank | 4,013 | $59.9 萬 | 0.03% | −47−1.2% | 減碼 |
| Estabrook Capital Management | 4,024 | $60.0 萬 | 0.11% | −250−5.8% | 減碼 |
| Ronald Blue Trust, Inc. | 3,454 | $60.1 萬 | 0.01% | +1,507+77.4% | 加碼 |
| Morse Asset Management, Inc | 4,040 | $60.3 萬 | 0.19% | −400−9.0% | 減碼 |
| Summit Financial, LLC | 4,044 | $60.3 萬 | 0.04% | +67+1.7% | 加碼 |
| Oak Thistle LLC | 4,048 | $60.4 萬 | 0.18% | +4,048 | 新進 |
| Spire Wealth Management | 4,064 | $60.6 萬 | 0.02% | −184−4.3% | 減碼 |
| Chicago Partners Investment Group LLC | 4,202 | $60.8 萬 | 0.03% | −19−0.5% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,087 | $61.0 萬 | 0.02% | +1,112+37.4% | 加碼 |
| BigSur Wealth Management LLC | 4,100 | $61.2 萬 | 0.31% | −300−6.8% | 減碼 |
| Baldwin Investment Management, LLC | 4,110 | $61.3 萬 | 0.10% | 00.0% | 不變 |
| Prairie Sky Financial Group LLC | 4,115 | $61.4 萬 | 0.43% | +15+0.4% | 加碼 |
| Benin Management CORP | 4,116 | $61.4 萬 | 0.23% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 4,147 | $61.9 萬 | 0.13% | +51+1.2% | 加碼 |
| Community Financial Services Group, LLC | 4,156 | $62.0 萬 | 0.16% | +4,156 | 新進 |
| Aries Wealth Management | 4,060 | $62.0 萬 | 0.24% | +396+10.8% | 加碼 |
| WBH Advisory Inc | 4,185 | $62.4 萬 | 0.08% | +22+0.5% | 加碼 |
| Evanson Asset Management, LLC | 4,194 | $62.6 萬 | 0.06% | +10.0% | 加碼 |
| Bond & Devick Financial Network, Inc. | 4,204 | $62.7 萬 | 0.40% | −115−2.7% | 減碼 |
| Lyell Wealth Management, LP | 4,205 | $62.7 萬 | 0.08% | 00.0% | 不變 |
| Prosperity Consulting Group, LLC | 4,217 | $62.9 萬 | 0.29% | +4,217 | 新進 |
| Cypress Wealth Services, LLC | 4,223 | $63.0 萬 | 0.17% | +8+0.2% | 加碼 |
| Heritage Wealth Advisors | 4,227 | $63.1 萬 | 0.03% | −18−0.4% | 減碼 |
| Continuum Advisory, LLC | 4,228 | $63.1 萬 | 0.10% | −1,830−30.2% | 減碼 |
| Graypoint LLC | 4,231 | $63.1 萬 | 0.06% | −237−5.3% | 減碼 |
| Dakota Wealth Management | 4,231 | $63.1 萬 | 0.03% | −860−16.9% | 減碼 |
| Hilltop Holdings Inc. | 4,235 | $63.2 萬 | 0.08% | −13,706−76.4% | 減碼 |
| Fifth Third Wealth Advisors LLC | 4,250 | $63.4 萬 | 0.26% | +2,323+120.6% | 加碼 |
| Brighton Jones LLC | 4,255 | $63.5 萬 | 0.03% | +61+1.5% | 加碼 |
| Sage Rhino Capital LLC | 4,256 | $63.5 萬 | 0.18% | −90−2.1% | 減碼 |
| CFO4Life Group, LLC | 4,262 | $63.6 萬 | 0.15% | −105−2.4% | 減碼 |
| Beaumont Asset Management, L.L.C. | 4,264 | $63.6 萬 | 0.52% | −5−0.1% | 減碼 |
| Outlook Wealth Advisors, LLC | 4,266 | $63.6 萬 | 0.24% | +251+6.3% | 加碼 |
| Jones Financial Companies LLLP | 4,277 | $63.8 萬 | 0.00% | −4,514−51.3% | 減碼 |
| Red Door Wealth Management, LLC | 4,299 | $64.1 萬 | 0.16% | +356+9.0% | 加碼 |
| Symmetry Investments LP | 4,305 | $64.2 萬 | 0.19% | +4,305 | 新進 |
| Wealthcare Advisory Partners LLC | 4,310 | $64.3 萬 | 0.03% | +1,024+31.2% | 加碼 |
| First Affirmative Financial Network | 4,311 | $64.3 萬 | 0.63% | +285+7.1% | 加碼 |