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 |
|---|---|---|---|---|---|
| JT Stratford LLC | 4,319 | $64.4 萬 | 0.17% | +124+3.0% | 加碼 |
| Wellington Shields & Co., LLC | 4,320 | $64.5 萬 | 0.16% | 00.0% | 不變 |
| LMR Partners LLP | 4,323 | $64.5 萬 | 0.01% | +4,323 | 新進 |
| Vista Wealth Management Group, LLC | 4,329 | $64.6 萬 | 0.06% | +192+4.6% | 加碼 |
| Householder Group Estate & Retirement Specialist, LLC | 4,332 | $64.6 萬 | 0.23% | +4,332 | 新進 |
| Dynamic Advisor Solutions LLC | 4,339 | $64.7 萬 | 0.03% | +1,205+38.4% | 加碼 |
| Alhambra Investment Partners LLC | 4,355 | $65.0 萬 | 0.43% | 00.0% | 不變 |
| Basepoint Wealth LLC | 4,362 | $65.1 萬 | 0.53% | +88+2.1% | 加碼 |
| Atlas Brown,Inc. | 4,365 | $65.1 萬 | 0.30% | +10.0% | 加碼 |
| Mizuho Markets Cayman LP | 4,377 | $65.3 萬 | 0.29% | +2,472+129.8% | 加碼 |
| Virtus ETF Advisers LLC | 4,387 | $65.4 萬 | 0.40% | +4,387 | 新進 |
| RFP Financial Group LLC | 4,405 | $65.7 萬 | 0.29% | +8+0.2% | 加碼 |
| IFG Advisors, LLC | 4,420 | $65.9 萬 | 0.23% | +6+0.1% | 加碼 |
| Focus Financial Network, Inc. | 4,437 | $66.2 萬 | 0.04% | +26+0.6% | 加碼 |
| Byrne Asset Management LLC | – | $66.5 萬 | 0.55% | – | – |
| Ervin Investment Management, LLC | 4,481 | $66.9 萬 | 0.56% | +16+0.4% | 加碼 |
| Schulhoff & Co Inc | 4,490 | $67.0 萬 | 0.34% | 00.0% | 不變 |
| Allegheny Financial Group LTD | 4,518 | $67.4 萬 | 0.25% | +43+1.0% | 加碼 |
| First Foundation Advisors | 4,531 | $67.6 萬 | 0.03% | −236−5.0% | 減碼 |
| Capital Wealth Planning, LLC | 4,535 | $67.7 萬 | 0.01% | +25+0.6% | 加碼 |
| Conning Inc. | 4,535 | $67.7 萬 | 0.02% | +60+1.3% | 加碼 |
| Legacy Advisors, LLC | 4,542 | $67.8 萬 | 0.11% | +71+1.6% | 加碼 |
| IFP Advisors, Inc | 4,543 | $67.8 萬 | 0.03% | −534−10.5% | 減碼 |
| Leavell Investment Management, Inc. | 4,547 | $67.8 萬 | 0.05% | +26+0.6% | 加碼 |
| Baker Avenue Asset Management, LP | 4,551 | $67.9 萬 | 0.03% | +6+0.1% | 加碼 |
| Brooks, Moore & Associates, Inc. | 4,548 | $67.9 萬 | 0.51% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 4,552 | $67.9 萬 | 0.08% | +134+3.0% | 加碼 |
| RSM US Wealth Management LLC | 4,577 | $68.3 萬 | 0.02% | +97+2.2% | 加碼 |
| Profit Investment Management, LLC | 4,585 | $68.4 萬 | 0.48% | 00.0% | 不變 |
| Sentry LLC | 4,591 | $68.5 萬 | 0.14% | 00.0% | 不變 |
| Fred Alger Management, LLC | 4,600 | $68.6 萬 | 0.00% | −106−2.3% | 減碼 |
| UniSuper Management Pty Ltd | 4,600 | $68.6 萬 | 0.01% | 00.0% | 不變 |
| RB Capital Management, LLC | 4,641 | $69.2 萬 | 0.22% | +112+2.5% | 加碼 |
| Financial Counselors Inc | 4,655 | $69.4 萬 | 0.01% | −208−4.3% | 減碼 |
| Tufton Capital Management | 4,660 | $69.5 萬 | 0.16% | −75−1.6% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 4,679 | $69.8 萬 | 0.05% | +6+0.1% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,693 | $70.0 萬 | 0.12% | −184−3.8% | 減碼 |
| Papp L Roy & Associates | 4,721 | $70.4 萬 | 0.10% | +5+0.1% | 加碼 |
| Donoghue Forlines LLC | 4,730 | $70.6 萬 | 0.25% | +4,730 | 新進 |
| Ignite Planners, LLC | 4,801 | $70.6 萬 | 0.22% | +96+2.0% | 加碼 |
| Eagle Strategies LLC | 4,750 | $70.9 萬 | 0.17% | +4,750 | 新進 |
| Leisure Capital Management | 4,763 | $71.1 萬 | 0.41% | −46−1.0% | 減碼 |
| NorthRock Partners, LLC | 4,767 | $71.1 萬 | 0.07% | +461+10.7% | 加碼 |
| Laurion Capital Management LP | 4,774 | $71.2 萬 | 0.02% | +4,774 | 新進 |
| Bedel Financial Consulting, Inc. | 4,775 | $71.2 萬 | 0.14% | −403−7.8% | 減碼 |
| Bedel Financial Consulting Inc | 4,775 | $71.2 萬 | 0.14% | +4,775 | 新進 |
| Resources Management Corp | 4,785 | $71.4 萬 | 0.12% | −110−2.2% | 減碼 |
| Twelve Points Wealth Management LLC | 4,798 | $71.6 萬 | 0.36% | +915+23.6% | 加碼 |
| North Star Investment Management Corp. | 4,819 | $71.9 萬 | 0.06% | +39+0.8% | 加碼 |
| Washington Trust Co | 4,830 | $72.1 萬 | 0.03% | 00.0% | 不變 |
| Jamison Private Wealth Management, Inc. | 4,862 | $72.5 萬 | 0.15% | +4,862 | 新進 |
| Ascent Group, LLC | 4,761 | $72.5 萬 | 0.08% | −3,068−39.2% | 減碼 |
| Fox Run Management, L.L.C. | 4,880 | $72.8 萬 | 0.22% | +4,880 | 新進 |
| Boyar Asset Management Inc. | 4,884 | $72.9 萬 | 0.57% | −574−10.5% | 減碼 |
| Private Trust Co NA | 4,899 | $73.1 萬 | 0.10% | −1,264−20.5% | 減碼 |
| RMR Wealth Builders | 4,904 | $73.2 萬 | 0.12% | +2,883+142.7% | 加碼 |
| Paragon Private Wealth Management, LLC | 4,914 | $73.3 萬 | 0.61% | −1,225−20.0% | 減碼 |
| SageView Advisory Group, LLC | 4,927 | $73.5 萬 | 0.04% | −1,508−23.4% | 減碼 |
| Procyon Private Wealth Partners, LLC | 4,932 | $73.6 萬 | 0.08% | +1,710+53.1% | 加碼 |
| Pflug Koory, LLC | 4,933 | $73.6 萬 | 0.43% | +100+2.1% | 加碼 |
| Capital Management Associates | 4,940 | $73.7 萬 | 1.09% | −15−0.3% | 減碼 |
| Sompo Asset Management Co., Ltd. | 4,950 | $73.8 萬 | 0.16% | +1,110+28.9% | 加碼 |
| EFG Asset Management (North America) Corp. | 4,951 | $73.9 萬 | 0.18% | −3,129−38.7% | 減碼 |
| Confluence Wealth Services, Inc. | 4,997 | $74.6 萬 | 0.15% | +100+2.0% | 加碼 |
| Spirit of America Management Corp | 5,000 | $74.6 萬 | 0.17% | 00.0% | 不變 |
| Garde Capital, Inc. | 5,023 | $74.9 萬 | 0.06% | +10+0.2% | 加碼 |
| Zhang Financial LLC | 5,043 | $75.2 萬 | 0.08% | +525+11.6% | 加碼 |
| Delta Financial Group, Inc. | 5,055 | $75.4 萬 | 0.26% | +5,055 | 新進 |
| S.A. Mason LLC | 5,055 | $75.4 萬 | 0.54% | +20.0% | 加碼 |
| Levin Capital Strategies, L.P. | 5,064 | $75.5 萬 | 0.09% | −1,900−27.3% | 減碼 |
| Baker Tilly Wealth Management, LLC | 5,117 | $76.3 萬 | 0.13% | −1,618−24.0% | 減碼 |
| Aspiriant, LLC | 5,122 | $76.4 萬 | 0.04% | +202+4.1% | 加碼 |
| TCI Wealth Advisors, Inc. | 5,161 | $77.0 萬 | 0.10% | −206−3.8% | 減碼 |
| Waldron Private Wealth LLC | 5,162 | $77.0 萬 | 0.04% | +187+3.8% | 加碼 |
| Sargent Investment Group, LLC | 5,178 | $77.3 萬 | 0.19% | −230−4.3% | 減碼 |
| Strategic Advisors LLC | 5,186 | $77.4 萬 | 0.15% | −450−8.0% | 減碼 |
| Hohimer Wealth Management, LLC | 5,195 | $77.5 萬 | 0.22% | −87−1.6% | 減碼 |
| Factorial Partners, LLC | 5,200 | $77.6 萬 | 0.57% | +2,000+62.5% | 加碼 |
| Burke & Herbert Bank & Trust Co | 5,203 | $77.6 萬 | 0.63% | −316−5.7% | 減碼 |
| Vectors Research Management, LLC | 5,209 | $77.7 萬 | 0.25% | 00.0% | 不變 |
| Guyasuta Investment Advisors Inc | 5,255 | $78.4 萬 | 0.06% | 00.0% | 不變 |
| Crestwood Advisors Group LLC | 5,257 | $78.4 萬 | 0.02% | +386+7.9% | 加碼 |
| Lewis Capital Management, LLC | 5,273 | $78.7 萬 | 1.22% | +10.0% | 加碼 |
| Lawson Kroeker Investment Management Inc | 5,274 | $78.7 萬 | 0.17% | +165+3.2% | 加碼 |
| Syon Capital LLC | 5,280 | $78.8 萬 | 0.10% | +5,280 | 新進 |
| Hall Capital Management Co Inc | 5,288 | $78.9 萬 | 0.51% | +632+13.6% | 加碼 |
| Flagship Harbor Advisors, LLC | 5,310 | $79.2 萬 | 0.07% | −337−6.0% | 減碼 |
| IHT Wealth Management, LLC | 5,333 | $79.6 萬 | 0.04% | +73+1.4% | 加碼 |
| Pecaut & Co. | 5,340 | $79.7 萬 | 0.33% | −87−1.6% | 減碼 |
| Clarius Group, LLC | 5,347 | $79.8 萬 | 0.08% | −1,844−25.6% | 減碼 |
| Old National Bancorp | 5,350 | $79.8 萬 | 0.02% | +1,400+35.4% | 加碼 |
| First Command Advisory Services, Inc. | 5,364 | $80.0 萬 | 0.01% | +5,364 | 新進 |
| Amica Retiree Medical Trust | 5,403 | $80.6 萬 | 0.95% | 00.0% | 不變 |
| Verus Capital Partners, LLC | 5,408 | $80.7 萬 | 0.11% | +833+18.2% | 加碼 |
| Linden Thomas Advisory Services, LLC | 5,415 | $80.8 萬 | 0.18% | +455+9.2% | 加碼 |
| CX Institutional | 5,420 | $80.9 萬 | 0.04% | −25,725−82.6% | 減碼 |
| Abundance Wealth Counselors | 5,440 | $81.2 萬 | 0.23% | +5,440 | 新進 |
| Icon Advisers Inc | 5,500 | $81.7 萬 | 0.20% | 00.0% | 不變 |
| Ramirez Asset Management, Inc. | 5,604 | $83.6 萬 | 0.18% | +5,604 | 新進 |
| L2 Asset Management, LLC | 721 | $84.2 萬 | 0.40% | −3,469−82.8% | 減碼 |