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 4 季 13F 持有人
American Express Co 在 2023/12/31 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
- 2,192
- 較 2023 年第 3 季 +225 家
- 持有股數
- 6.12 億
- 較 2023 年第 3 季 +106.0 萬 (+0.2%)
- 總市值
- $1,145 億
- 較 2023 年第 3 季 +$233.4 億 (+25.6%)
- 新進機構
- 335
- 另有 715 家加碼
- 清倉機構
- 110
- 另有 809 家減碼
另有 36 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Aries Wealth Management | 3,649 | $68.4 萬 | 0.24% | −411−10.1% | 減碼 |
| Solitude Financial Services | 3,650 | $68.4 萬 | 0.37% | +50+1.4% | 加碼 |
| LGL Partners, LLC | 3,652 | $68.4 萬 | 0.09% | +3+0.1% | 加碼 |
| Summit Financial, LLC | 3,653 | $68.4 萬 | 0.04% | −391−9.7% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 3,662 | $68.6 萬 | 0.12% | 00.0% | 不變 |
| First City Capital Management, Inc. | 3,669 | $68.7 萬 | 0.40% | +21+0.6% | 加碼 |
| SeaCrest Wealth Management, LLC | 3,641 | $68.8 萬 | 0.09% | −55−1.5% | 減碼 |
| RMB Capital Management, LLC | 3,682 | $69.0 萬 | 0.02% | +24+0.7% | 加碼 |
| Aquatic Capital Management LLC | 3,700 | $69.3 萬 | 0.02% | −94,900−96.2% | 減碼 |
| Rothschild Investment LLC | 3,702 | $69.4 萬 | 0.06% | +3,702 | 新進 |
| Ipswich Investment Management Co., Inc. | 3,716 | $69.6 萬 | 0.18% | 00.0% | 不變 |
| Grove Bank & Trust | 3,727 | $69.8 萬 | 0.13% | −10.0% | 減碼 |
| Continuum Advisory, LLC | 3,739 | $70.1 萬 | 0.10% | −489−11.6% | 減碼 |
| Accredited Investors Inc. | 3,743 | $70.1 萬 | 0.05% | +35+0.9% | 加碼 |
| Wealthsource Partners, LLC | 3,746 | $70.2 萬 | 0.05% | +35+0.9% | 加碼 |
| Delta Investment Management, LLC | 3,762 | $70.5 萬 | 0.17% | +2+0.1% | 加碼 |
| Aspire Private Capital, LLC | 3,781 | $70.8 萬 | 0.21% | +140+3.8% | 加碼 |
| Sunflower Bank, N.A. | 3,790 | $71.0 萬 | 0.16% | 00.0% | 不變 |
| Union Savings Bank | 3,821 | $71.6 萬 | 0.41% | 00.0% | 不變 |
| MTM Investment Management, LLC | 3,828 | $71.7 萬 | 0.33% | +6+0.2% | 加碼 |
| Petrus Trust Company, LTA | 3,835 | $71.8 萬 | 0.07% | +1,377+56.0% | 加碼 |
| CX Institutional | 3,839 | $71.9 萬 | 0.04% | −1,581−29.2% | 減碼 |
| Linscomb & Williams, Inc. | 3,840 | $71.9 萬 | 0.04% | −20−0.5% | 減碼 |
| River & Mercantile Asset Management LLP | 3,846 | $72.1 萬 | 0.14% | −38−1.0% | 減碼 |
| Ellevest, Inc. | 3,849 | $72.1 萬 | 0.05% | +668+21.0% | 加碼 |
| Capital Analysts, LLC | 3,856 | $72.2 萬 | 0.04% | +136+3.7% | 加碼 |
| WBI Investments | 3,873 | $72.6 萬 | 0.15% | +3,873 | 新進 |
| West Coast Financial LLC | 3,875 | $72.6 萬 | 0.10% | +3,875 | 新進 |
| Avantax Planning Partners, Inc. | 3,880 | $72.7 萬 | 0.03% | +1,710+78.8% | 加碼 |
| Founders Financial Securities LLC | 3,885 | $72.8 萬 | 0.08% | +3,885 | 新進 |
| Oakworth Capital, Inc. | 3,897 | $73.0 萬 | 0.06% | −14−0.4% | 減碼 |
| BigSur Wealth Management LLC | 3,900 | $73.1 萬 | 0.35% | −200−4.9% | 減碼 |
| Oak Grove Capital LLC | 3,905 | $73.2 萬 | 0.23% | 00.0% | 不變 |
| Sanders Morris Harris LLC | 3,892 | $73.2 萬 | 0.36% | 00.0% | 不變 |
| Centerpoint Advisors, LLC | 3,912 | $73.3 萬 | 0.29% | −81−2.0% | 減碼 |
| Culbertson A N & Co Inc | 3,913 | $73.3 萬 | 0.14% | +20+0.5% | 加碼 |
| MCF Advisors LLC | 3,918 | $73.4 萬 | 0.06% | +888+29.3% | 加碼 |
| Essex Financial Services, Inc. | 3,920 | $73.5 萬 | 0.08% | +104+2.7% | 加碼 |
| Tritonpoint Wealth, LLC | 3,921 | $73.5 萬 | 0.07% | +3,921 | 新進 |
| Boston Financial Mangement LLC | 3,953 | $74.1 萬 | 0.03% | −6−0.2% | 減碼 |
| Salem Investment Counselors Inc | 3,954 | $74.1 萬 | 0.03% | +281+7.7% | 加碼 |
| PFG Advisors | 3,961 | $74.2 萬 | 0.06% | +9+0.2% | 加碼 |
| Ellis Investment Partners, LLC | 3,971 | $74.4 萬 | 0.17% | −1,861−31.9% | 減碼 |
| First Western Trust Bank | 4,006 | $75.0 萬 | 0.04% | −7−0.2% | 減碼 |
| Estabrook Capital Management | 4,014 | $75.2 萬 | 0.12% | −10−0.2% | 減碼 |
| GAMMA Investing LLC | 3,754 | $75.4 萬 | 0.20% | +3,754 | 新進 |
| GTS Securities LLC | 4,023 | $75.4 萬 | 0.02% | −20,080−83.3% | 減碼 |
| Koshinski Asset Management, Inc. | 4,024 | $75.4 萬 | 0.11% | −528−11.6% | 減碼 |
| Morse Asset Management, Inc | 4,040 | $75.7 萬 | 0.22% | 00.0% | 不變 |
| Virtus ETF Advisers LLC | 4,041 | $75.7 萬 | 0.48% | −346−7.9% | 減碼 |
| WBH Advisory Inc | 4,047 | $75.8 萬 | 0.08% | −138−3.3% | 減碼 |
| Mango Five Family, Inc. | 4,054 | $75.9 萬 | 0.29% | +4,054 | 新進 |
| Journey Strategic Wealth LLC | 4,073 | $76.3 萬 | 0.04% | +771+23.3% | 加碼 |
| Ameritas Advisory Services, LLC | 3,815 | $76.4 萬 | 0.04% | −4,429−53.7% | 減碼 |
| Lebenthal Global Advisors, LLC | 4,087 | $76.6 萬 | 0.18% | +4,087 | 新進 |
| International Assets Investment Management, LLC | 54,832 | $76.9 萬 | 0.10% | +433+0.8% | 加碼 |
| Platform Technology Partners | 3,626 | $77.0 萬 | 0.30% | −1,495−29.2% | 減碼 |
| Baldwin Investment Management, LLC | 4,110 | $77.0 萬 | 0.12% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 4,121 | $77.2 萬 | 0.14% | −26−0.6% | 減碼 |
| Benin Management CORP | 4,124 | $77.3 萬 | 0.26% | +8+0.2% | 加碼 |
| Alexander Randolph Advisory, Inc. | 4,141 | $77.6 萬 | 0.71% | +4,141 | 新進 |
| J. W. Coons Advisors, LLC | 4,142 | $77.6 萬 | 0.21% | +175+4.4% | 加碼 |
| Spire Wealth Management | 4,273 | $78.3 萬 | 0.03% | +209+5.1% | 加碼 |
| Prairie Sky Financial Group LLC | 4,181 | $78.3 萬 | 0.51% | +66+1.6% | 加碼 |
| Chicago Partners Investment Group LLC | 4,221 | $78.4 萬 | 0.04% | +19+0.5% | 加碼 |
| Summit Global Investments | 4,190 | $78.5 萬 | 0.05% | −1,818−30.3% | 減碼 |
| Evanson Asset Management, LLC | 4,195 | $78.6 萬 | 0.07% | +10.0% | 加碼 |
| Lyell Wealth Management, LP | 4,205 | $78.8 萬 | 0.09% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 4,204 | $78.8 萬 | 0.02% | +4,204 | 新進 |
| Householder Group Estate & Retirement Specialist, LLC | 4,218 | $79.0 萬 | 0.26% | −114−2.6% | 減碼 |
| Vista Wealth Management Group, LLC | 4,219 | $79.0 萬 | 0.07% | −110−2.5% | 減碼 |
| Sage Rhino Capital LLC | 4,220 | $79.0 萬 | 0.20% | −36−0.8% | 減碼 |
| Cypress Wealth Services, LLC | 4,238 | $79.4 萬 | 0.20% | +15+0.4% | 加碼 |
| Alhambra Investment Partners LLC | 4,255 | $79.7 萬 | 0.47% | −100−2.3% | 減碼 |
| Symmetry Partners, LLC | 4,258 | $80.0 萬 | 0.04% | −1,573−27.0% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,279 | $80.2 萬 | 0.03% | +192+4.7% | 加碼 |
| Boyar Asset Management Inc. | 4,282 | $80.2 萬 | 0.60% | −602−12.3% | 減碼 |
| Wealthcare Advisory Partners LLC | 4,284 | $80.2 萬 | 0.03% | −26−0.6% | 減碼 |
| Harbor Investment Advisory, LLC | 4,284 | $80.3 萬 | 0.09% | +788+22.5% | 加碼 |
| Midland Wealth Advisors LLC | 4,284 | $80.3 萬 | 0.05% | +4,284 | 新進 |
| Basepoint Wealth LLC | 4,287 | $80.3 萬 | 0.65% | −75−1.7% | 減碼 |
| Beaumont Asset Management, L.L.C. | 4,288 | $80.3 萬 | 0.57% | +24+0.6% | 加碼 |
| Red Door Wealth Management, LLC | 4,299 | $80.5 萬 | 0.17% | 00.0% | 不變 |
| Wellington Shields & Co., LLC | 4,320 | $80.9 萬 | 0.30% | 00.0% | 不變 |
| Magnus Financial Group LLC | 4,331 | $81.1 萬 | 0.11% | +611+16.4% | 加碼 |
| Prosperity Consulting Group, LLC | 4,351 | $81.5 萬 | 0.27% | +134+3.2% | 加碼 |
| Oxbow Advisors, LLC | 4,353 | $81.5 萬 | 0.12% | +2,700+163.3% | 加碼 |
| Bond & Devick Financial Network, Inc. | 4,354 | $81.6 萬 | 0.46% | +150+3.6% | 加碼 |
| Sompo Asset Management Co., Ltd. | 4,360 | $81.7 萬 | 0.15% | −590−11.9% | 減碼 |
| Atlas Brown,Inc. | 4,365 | $81.8 萬 | 0.34% | 00.0% | 不變 |
| Trillium Asset Management, LLC | 4,364 | $81.8 萬 | 0.02% | +753+20.9% | 加碼 |
| Schulhoff & Co Inc | 4,370 | $81.9 萬 | 0.39% | −120−2.7% | 減碼 |
| Oak Harvest Investment Services | 4,394 | $82.3 萬 | 0.16% | −1,684−27.7% | 減碼 |
| Versor Investments LP | 4,400 | $82.4 萬 | 0.17% | +4,400 | 新進 |
| Harbour Investments, Inc. | 4,410 | $82.6 萬 | 0.03% | −1,588−26.5% | 減碼 |
| Proathlete Wealth Management LLC | 4,420 | $82.8 萬 | 0.49% | +4,420 | 新進 |
| IFG Advisors, LLC | 4,427 | $82.9 萬 | 0.24% | +7+0.2% | 加碼 |
| Resources Management Corp | 4,435 | $83.1 萬 | 0.12% | −350−7.3% | 減碼 |
| Fifth Third Wealth Advisors LLC | 4,454 | $83.4 萬 | 0.27% | +204+4.8% | 加碼 |
| RFP Financial Group LLC | 4,455 | $83.5 萬 | 0.34% | +50+1.1% | 加碼 |