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 |
|---|---|---|---|---|---|
| Paragon Private Wealth Management, LLC | 4,458 | $83.5 萬 | 0.58% | −456−9.3% | 減碼 |
| Financial Counselors Inc | 4,477 | $83.9 萬 | 0.01% | −178−3.8% | 減碼 |
| Ervin Investment Management, LLC | 4,481 | $84.0 萬 | 0.64% | 00.0% | 不變 |
| Orrstown Financial Services Inc | 4,494 | $84.2 萬 | 0.67% | +4,494 | 新進 |
| Dover Advisors, LLC | 4,495 | $84.2 萬 | 1.11% | −1,614−26.4% | 減碼 |
| Bedel Financial Consulting, Inc. | 4,502 | $84.3 萬 | 0.15% | −273−5.7% | 減碼 |
| United Community Bank | 4,502 | $84.3 萬 | 0.36% | +4,502 | 新進 |
| First Affirmative Financial Network | 4,504 | $84.4 萬 | 0.67% | +193+4.5% | 加碼 |
| Axxcess Wealth Management, LLC | 4,506 | $84.4 萬 | 0.03% | +1,310+41.0% | 加碼 |
| Conning Inc. | 4,520 | $84.7 萬 | 0.03% | −15−0.3% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 4,525 | $84.8 萬 | 0.05% | −154−3.3% | 減碼 |
| 3Chopt Investment Partners, LLC | 4,544 | $85.1 萬 | 0.31% | +4,544 | 新進 |
| Leavell Investment Management, Inc. | 4,547 | $85.2 萬 | 0.05% | 00.0% | 不變 |
| Waldron Private Wealth LLC | 4,548 | $85.2 萬 | 0.04% | −614−11.9% | 減碼 |
| RB Capital Management, LLC | 4,554 | $85.3 萬 | 0.25% | −87−1.9% | 減碼 |
| Dakota Wealth Management | 4,563 | $85.5 萬 | 0.03% | +332+7.8% | 加碼 |
| Saxon Interests, Inc. | 4,567 | $85.6 萬 | 0.43% | −8,730−65.7% | 減碼 |
| Twelve Points Wealth Management LLC | 4,568 | $85.6 萬 | 0.41% | −230−4.8% | 減碼 |
| Allegheny Financial Group LTD | 4,580 | $85.8 萬 | 0.28% | +62+1.4% | 加碼 |
| Sentry LLC | 4,591 | $86.0 萬 | 0.18% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 4,593 | $86.0 萬 | 0.14% | −100−2.1% | 減碼 |
| Prospera Financial Services Inc | 4,599 | $86.2 萬 | 0.03% | +849+22.6% | 加碼 |
| Fred Alger Management, LLC | 4,600 | $86.2 萬 | 0.00% | 00.0% | 不變 |
| Ignite Planners, LLC | 4,577 | $86.2 萬 | 0.26% | −224−4.7% | 減碼 |
| Guardian Investment Management | 4,617 | $86.5 萬 | 0.73% | +4,617 | 新進 |
| Legacy Advisors, LLC | 4,635 | $86.8 萬 | 0.11% | +93+2.0% | 加碼 |
| Delta Financial Group, Inc. | 4,649 | $87.1 萬 | 0.27% | −406−8.0% | 減碼 |
| Sippican Capital Advisors | 4,659 | $87.3 萬 | 0.68% | +2,206+89.9% | 加碼 |
| Tufton Capital Management | 4,660 | $87.3 萬 | 0.18% | 00.0% | 不變 |
| Byrne Asset Management LLC | 4,669 | $87.3 萬 | 0.67% | – | – |
| TCI Wealth Advisors, Inc. | 4,686 | $87.8 萬 | 0.09% | −475−9.2% | 減碼 |
| Muirfield Wealth Advisors LLC | 4,689 | $87.8 萬 | 0.93% | +4,689 | 新進 |
| Leisure Capital Management | 4,705 | $88.1 萬 | 0.48% | −58−1.2% | 減碼 |
| Papp L Roy & Associates | 4,721 | $88.4 萬 | 0.11% | 00.0% | 不變 |
| Private Trust Co NA | 4,745 | $88.9 萬 | 0.10% | −154−3.1% | 減碼 |
| Brighton Jones LLC | 4,746 | $88.9 萬 | 0.04% | +491+11.5% | 加碼 |
| Baker Tilly Wealth Management, LLC | 4,747 | $88.9 萬 | 0.15% | −370−7.2% | 減碼 |
| North Star Investment Management Corp. | 4,769 | $89.3 萬 | 0.07% | −50−1.0% | 減碼 |
| Jamison Private Wealth Management, Inc. | 4,772 | $89.4 萬 | 0.17% | −90−1.9% | 減碼 |
| Baker Avenue Asset Management, LP | 4,812 | $90.1 萬 | 0.04% | +261+5.7% | 加碼 |
| Pflug Koory, LLC | 4,833 | $90.5 萬 | 0.48% | −100−2.0% | 減碼 |
| Premier Path Wealth Partners, LLC | 4,854 | $90.7 萬 | 0.20% | +4,854 | 新進 |
| DFPG Investments, LLC | 4,891 | $91.1 萬 | 0.07% | +4,891 | 新進 |
| Scissortail Wealth Management, LLC | 4,539 | $91.2 萬 | 0.29% | +1,539+51.3% | 加碼 |
| Clarius Group, LLC | 4,873 | $91.3 萬 | 0.08% | −474−8.9% | 減碼 |
| Washington Trust Co | 4,894 | $91.7 萬 | 0.04% | +64+1.3% | 加碼 |
| Brooks, Moore & Associates, Inc. | 4,991 | $93.5 萬 | 0.64% | +443+9.7% | 加碼 |
| UniSuper Management Pty Ltd | 4,994 | $93.6 萬 | 0.01% | +394+8.6% | 加碼 |
| Spirit of America Management Corp | 5,000 | $93.7 萬 | 0.21% | 00.0% | 不變 |
| Wade G W & Inc | 5,007 | $93.8 萬 | 0.03% | −1,649−24.8% | 減碼 |
| Entropy Technologies, LP | 5,018 | $94.0 萬 | 0.17% | +5,018 | 新進 |
| WealthTrust Axiom LLC | 5,035 | $94.3 萬 | 0.32% | +2,236+79.9% | 加碼 |
| Confluence Wealth Services, Inc. | 5,045 | $94.5 萬 | 0.10% | +48+1.0% | 加碼 |
| Garde Capital, Inc. | 5,062 | $94.8 萬 | 0.07% | +39+0.8% | 加碼 |
| Sterling Wealth Management, Inc. | 5,128 | $96.1 萬 | 0.54% | +5,128 | 新進 |
| S.A. Mason LLC | 5,146 | $96.4 萬 | 0.65% | +91+1.8% | 加碼 |
| Legacy Edge Advisors, LLC | 5,147 | $96.4 萬 | 0.22% | +5,147 | 新進 |
| Wolverine Trading, LLC | 5,149 | $96.5 萬 | 0.01% | +5,149 | 新進 |
| Capital Management Associates | 5,170 | $96.9 萬 | 1.23% | +230+4.7% | 加碼 |
| Flagship Harbor Advisors, LLC | 5,187 | $97.2 萬 | 0.07% | −123−2.3% | 減碼 |
| Vectors Research Management, LLC | 5,209 | $97.3 萬 | 0.27% | 00.0% | 不變 |
| Sargent Investment Group, LLC | 5,196 | $97.3 萬 | 0.21% | +18+0.3% | 加碼 |
| Burke & Herbert Bank & Trust Co | 5,198 | $97.4 萬 | 0.70% | −5−0.1% | 減碼 |
| Factorial Partners, LLC | 5,200 | $97.4 萬 | 0.62% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 5,211 | $97.6 萬 | 0.32% | −776−13.0% | 減碼 |
| Verus Capital Partners, LLC | 5,225 | $97.9 萬 | 0.12% | −183−3.4% | 減碼 |
| Procyon Private Wealth Partners, LLC | 5,239 | $98.1 萬 | 0.08% | +307+6.2% | 加碼 |
| Carr Financial Group Corp | 5,240 | $98.2 萬 | 0.36% | −1,240−19.1% | 減碼 |
| Strategic Advisors LLC | 5,244 | $98.2 萬 | 0.19% | +58+1.1% | 加碼 |
| Levin Capital Strategies, L.P. | 5,258 | $98.5 萬 | 0.11% | +194+3.8% | 加碼 |
| Hohimer Wealth Management, LLC | 5,268 | $98.7 萬 | 0.25% | +73+1.4% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 5,271 | $98.7 萬 | 0.04% | −6,548−55.4% | 減碼 |
| FDx Advisors, Inc. | 5,303 | $99.3 萬 | 0.08% | −498−8.6% | 減碼 |
| Lavaca Capital LLC | 5,327 | $99.8 萬 | 0.61% | −494−8.5% | 減碼 |
| Crestwood Advisors Group LLC | 5,330 | $99.9 萬 | 0.02% | +73+1.4% | 加碼 |
| Pecaut & Co. | 5,340 | $100.0 萬 | 0.40% | 00.0% | 不變 |
| First Command Advisory Services, Inc. | 5,364 | $100.5 萬 | 0.01% | 00.0% | 不變 |
| Wealth Alliance | 5,369 | $100.6 萬 | 0.14% | −540−9.1% | 減碼 |
| Zhang Financial LLC | 5,379 | $100.8 萬 | 0.09% | +336+6.7% | 加碼 |
| IHT Wealth Management, LLC | 5,393 | $101.0 萬 | 0.05% | +60+1.1% | 加碼 |
| Lawson Kroeker Investment Management Inc | 5,407 | $101.3 萬 | 0.21% | +133+2.5% | 加碼 |
| Granite Bay Wealth Management, LLC | 6,300 | $101.4 萬 | 0.01% | 00.0% | 不變 |
| Hall Capital Management Co Inc | 5,445 | $102.0 萬 | 0.60% | +157+3.0% | 加碼 |
| Icon Advisers Inc | 5,500 | $103.0 萬 | 0.24% | 00.0% | 不變 |
| L2 Asset Management, LLC | 5,502 | $103.1 萬 | 0.42% | +4,781+663.1% | 加碼 |
| Edge Capital Group, LLC | 5,512 | $103.3 萬 | 0.06% | −549−9.1% | 減碼 |
| Syon Capital LLC | 5,515 | $103.3 萬 | 0.11% | +235+4.5% | 加碼 |
| Quest Partners LLC | 5,564 | $104.2 萬 | 0.22% | +5,564 | 新進 |
| Northcape Wealth Management, LLC | 5,580 | $104.5 萬 | 0.38% | −79−1.4% | 減碼 |
| Stonebrook Private Inc. | 5,586 | $104.7 萬 | 0.35% | +5,586 | 新進 |
| Ramirez Asset Management, Inc. | 5,604 | $105.0 萬 | 0.21% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 5,640 | $105.7 萬 | 0.03% | +1,063+23.2% | 加碼 |
| Old National Bancorp | 5,641 | $105.7 萬 | 0.03% | +291+5.4% | 加碼 |
| Laurel Wealth Advisors LLC | 5,660 | $106.0 萬 | 0.20% | +20.0% | 加碼 |
| Profit Investment Management, LLC | 5,677 | $106.4 萬 | 0.61% | +1,092+23.8% | 加碼 |
| Fielder Capital Group LLC | 5,681 | $106.4 萬 | 0.64% | +5,681 | 新進 |
| BayBridge Capital Group, LLC | 5,860 | $106.7 萬 | 0.99% | +5,860 | 新進 |
| Mizuho Markets Cayman LP | 5,727 | $107.3 萬 | 0.94% | +1,350+30.8% | 加碼 |
| Sigma Planning Corp | 5,739 | $107.5 萬 | 0.08% | −4,794−45.5% | 減碼 |
| Lake Street Financial LLC | 5,741 | $107.6 萬 | 0.17% | +3,641+173.4% | 加碼 |