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 |
|---|---|---|---|---|---|
| TrinityPoint Wealth, LLC | 5,767 | $108.0 萬 | 0.20% | +43+0.8% | 加碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,770 | $108.1 萬 | 0.90% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 5,777 | $108.2 萬 | 0.52% | 00.0% | 不變 |
| Ferguson Wellman Capital Management, Inc | 5,820 | $109.0 萬 | 0.02% | −322−5.2% | 減碼 |
| Sentry Investment Management LLC | 5,824 | $109.1 萬 | 0.47% | +2,446+72.4% | 加碼 |
| LM Advisors LLC | 5,833 | $109.3 萬 | 0.22% | +5,833 | 新進 |
| Twin Capital Management Inc | 5,840 | $109.4 萬 | 0.14% | +5,840 | 新進 |
| Daymark Wealth Partners, LLC | 100,333 | $109.4 萬 | 0.07% | −671−0.7% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 5,848 | $109.6 萬 | 0.00% | −5,437−48.2% | 減碼 |
| MeadowBrook Investment Advisors LLC | 5,863 | $109.8 萬 | 1.05% | +5,863 | 新進 |
| Engineers Gate Manager LP | 5,880 | $110.2 萬 | 0.03% | −39,110−86.9% | 減碼 |
| Trust Point Inc. | 5,880 | $110.2 萬 | 0.09% | +5,880 | 新進 |
| Mather Group, LLC. | 5,910 | $110.7 萬 | 0.02% | −158−2.6% | 減碼 |
| YHB Investment Advisors, Inc. | 5,941 | $111.3 萬 | 0.11% | −1,296−17.9% | 減碼 |
| Ledyard National Bank | 5,945 | $111.4 萬 | 0.11% | −5−0.1% | 減碼 |
| Weil Company, Inc. | 6,000 | $112.4 萬 | 0.49% | 00.0% | 不變 |
| Quinn Opportunity Partners LLC | 6,000 | $112.4 萬 | 0.13% | +4,000+200.0% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 6,007 | $112.5 萬 | 0.09% | −886−12.9% | 減碼 |
| IPG Investment Advisors LLC | 6,012 | $112.6 萬 | 0.23% | +6,012 | 新進 |
| Lecap Asset Management Ltd | 6,021 | $112.8 萬 | 0.41% | +6,021 | 新進 |
| Penserra Capital Management LLC | 6,032 | $112.9 萬 | 0.02% | −331−5.2% | 減碼 |
| Mutual Advisors, LLC | 6,046 | $113.3 萬 | 0.04% | −921−13.2% | 減碼 |
| Merit Financial Group, LLC | 6,068 | $113.7 萬 | 0.03% | −2,240−27.0% | 減碼 |
| KRS Capital Management, LLC | 6,090 | $114.1 萬 | 1.06% | −172−2.7% | 減碼 |
| Abundance Wealth Counselors | 6,130 | $114.8 萬 | 0.30% | +690+12.7% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 6,139 | $115.0 萬 | 0.24% | 00.0% | 不變 |
| Empowered Funds, LLC | 6,151 | $115.2 萬 | 0.03% | −417−6.3% | 減碼 |
| HTLF Bank | 6,155 | $115.3 萬 | 0.14% | +6,155 | 新進 |
| Aptus Capital Advisors, LLC | 6,157 | $115.3 萬 | 0.03% | −7,189−53.9% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,747 | $115.4 萬 | 0.01% | −32−0.6% | 減碼 |
| Cambridge Financial Group, LLC | 6,165 | $115.5 萬 | 0.60% | +6,165 | 新進 |
| Derbend Asset Management | 6,168 | $115.5 萬 | 0.67% | 00.0% | 不變 |
| Strategic Investment Advisors | 6,181 | $115.8 萬 | 0.17% | −1,463−19.1% | 減碼 |
| RMR Wealth Builders | 6,206 | $116.3 萬 | 0.16% | +1,302+26.5% | 加碼 |
| Allworth Financial LP | 6,225 | $116.6 萬 | 0.01% | +524+9.2% | 加碼 |
| Weik Capital Management | 6,228 | $116.7 萬 | 0.54% | +305+5.1% | 加碼 |
| Cigna Investments Inc | 6,253 | $117.2 萬 | 0.24% | −146−2.3% | 減碼 |
| Spears Abacus Advisors LLC | 6,258 | $117.2 萬 | 0.09% | +393+6.7% | 加碼 |
| Global Retirement Partners, LLC | 6,483 | $117.3 萬 | 0.05% | +274+4.4% | 加碼 |
| Mirabella Financial Services LLP | 6,266 | $117.4 萬 | 0.17% | +4,538+262.6% | 加碼 |
| Stokes Family Office, LLC | 6,277 | $117.6 萬 | 0.16% | −1,552−19.8% | 減碼 |
| Aspiriant, LLC | 6,282 | $117.7 萬 | 0.05% | +1,160+22.6% | 加碼 |
| Alpine Woods Capital Investors, LLC | 6,300 | $118.0 萬 | 0.18% | 00.0% | 不變 |
| Parisi Gray Wealth Management | 6,301 | $118.0 萬 | 0.48% | +6+0.1% | 加碼 |
| Linden Thomas Advisory Services, LLC | 6,321 | $118.4 萬 | 0.22% | +906+16.7% | 加碼 |
| Independent Financial Group, LLC | 6,329 | $118.6 萬 | 0.06% | +646+11.4% | 加碼 |
| Wealthspire Advisors, LLC | 6,352 | $119.0 萬 | 0.02% | +625+10.9% | 加碼 |
| Westpac Banking Corp | 6,357 | $119.1 萬 | 0.10% | −1,860−22.6% | 減碼 |
| Aurora Private Wealth, Inc. | 6,362 | $119.2 萬 | 1.12% | 00.0% | 不變 |
| Bank of Hawaii | 6,375 | $119.4 萬 | 0.06% | −1,589−20.0% | 減碼 |
| S&CO Inc | 6,386 | $119.6 萬 | 0.09% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 6,417 | $120.2 萬 | 0.04% | −298−4.4% | 減碼 |
| Lee Danner & Bass Inc | 6,423 | $120.3 萬 | 0.10% | −800−11.1% | 減碼 |
| Semper Augustus Investments Group LLC大師Semper Augustus | 6,426 | $120.4 萬 | 0.25% | 00.0% | 不變 |
| Duff & Phelps Investment Management Co | 6,432 | $120.5 萬 | 0.01% | 00.0% | 不變 |
| Woodstock Corp | 6,448 | $120.8 萬 | 0.14% | −850−11.6% | 減碼 |
| SOA Wealth Advisors, LLC. | 6,452 | $120.9 萬 | 0.27% | −431−6.3% | 減碼 |
| Verition Fund Management LLC | 6,461 | $121.0 萬 | 0.01% | −37,968−85.5% | 減碼 |
| Community Bank, N.A. | 6,513 | $122.0 萬 | 0.16% | −969−13.0% | 減碼 |
| Patten & Patten Inc | 6,543 | $122.6 萬 | 0.10% | −350−5.1% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 6,562 | $122.9 萬 | 0.08% | +603+10.1% | 加碼 |
| Checchi Capital Advisers, LLC | 6,577 | $123.2 萬 | 0.10% | +301+4.8% | 加碼 |
| Ascent Group, LLC | 5,805 | $123.2 萬 | 0.12% | +1,044+21.9% | 加碼 |
| Washington Trust Advisors, Inc. | 6,633 | $124.3 萬 | 0.12% | −123−1.8% | 減碼 |
| Flputnam Investment Management Co | 6,642 | $124.4 萬 | 0.03% | +283+4.5% | 加碼 |
| SRN Advisors, LLC | 6,644 | $124.5 萬 | 1.12% | +138+2.1% | 加碼 |
| Smithfield Trust Co | 6,662 | $124.7 萬 | 0.07% | −50−0.7% | 減碼 |
| Diligent Investors, LLC | 6,676 | $125.1 萬 | 0.34% | 00.0% | 不變 |
| Balentine LLC | 6,705 | $125.6 萬 | 0.04% | −556−7.7% | 減碼 |
| Stablepoint Partners, LLC | 6,724 | $126.0 萬 | 0.32% | +6,724 | 新進 |
| Busey Wealth Management | 6,747 | $126.4 萬 | 0.05% | −88−1.3% | 減碼 |
| Symphony Financial, Ltd. Co. | 7,019 | $127.0 萬 | 0.27% | +7,019 | 新進 |
| Essex Investment Management Co LLC | 6,796 | $127.3 萬 | 0.25% | −247−3.5% | 減碼 |
| Insight Advisors, LLC | 6,841 | $128.2 萬 | 0.27% | −192−2.7% | 減碼 |
| Center for Financial Planning, Inc. | 6,842 | $128.2 萬 | 0.24% | −1,890−21.6% | 減碼 |
| Citadel Investment Advisory, Inc. | 6,884 | $129.0 萬 | 0.79% | 00.0% | 不變 |
| Strategic Advocates LLC | 6,889 | $129.1 萬 | 0.55% | +181+2.7% | 加碼 |
| Piscataqua Savings Bank | 6,891 | $129.1 萬 | 1.21% | +14+0.2% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 6,897 | $129.2 萬 | 0.09% | −343−4.7% | 減碼 |
| We Are One Seven, LLC | 6,908 | $129.4 萬 | 0.08% | +298+4.5% | 加碼 |
| Dynamic Advisor Solutions LLC | 6,865 | $129.8 萬 | 0.05% | +2,526+58.2% | 加碼 |
| Gotham Asset Management, LLC | 6,930 | $129.8 萬 | 0.02% | −392−5.4% | 減碼 |
| Trust Asset Management LLC | 6,944 | $130.1 萬 | 0.13% | 00.0% | 不變 |
| Forum Financial Management, LP | 6,952 | $130.2 萬 | 0.02% | −227−3.2% | 減碼 |
| Davis Investment Partners, LLC | 6,988 | $130.8 萬 | 0.63% | +209+3.1% | 加碼 |
| Greenwood Gearhart Inc | 6,993 | $131.0 萬 | 0.14% | −965−12.1% | 減碼 |
| Beacon Financial Group | 6,997 | $131.1 萬 | 0.16% | +202+3.0% | 加碼 |
| Fort Point Capital Partners LLC | 7,000 | $131.1 萬 | 0.20% | −212−2.9% | 減碼 |
| Telemus Capital, LLC | 7,003 | $131.2 萬 | 0.11% | +27+0.4% | 加碼 |
| Ritholtz Wealth Management | 7,011 | $131.3 萬 | 0.05% | −461−6.2% | 減碼 |
| McAdam, LLC | 7,051 | $132.1 萬 | 0.10% | −23−0.3% | 減碼 |
| Transatlantique Private Wealth LLC | 7,151 | $132.1 萬 | 0.62% | 00.0% | 不變 |
| Monte Financial Group, LLC | 7,075 | $132.5 萬 | 0.62% | −151−2.1% | 減碼 |
| Vident Advisory, LLC | 7,116 | $133.3 萬 | 0.03% | −808−10.2% | 減碼 |
| NBC Securities, Inc. | 7,127 | $133.5 萬 | 0.13% | −215−2.9% | 減碼 |
| Van Strum & Towne Inc. | 7,140 | $133.8 萬 | 0.52% | 00.0% | 不變 |
| WSFS Capital Management, LLC | 7,183 | $134.6 萬 | 0.08% | −2,207−23.5% | 減碼 |
| BancorpSouth Bank | 7,184 | $134.6 萬 | 0.11% | −5−0.1% | 減碼 |
| Birinyi Associates Inc | 7,250 | $135.8 萬 | 0.48% | +450+6.6% | 加碼 |
| Veracity Capital LLC | 7,256 | $135.9 萬 | 0.55% | −19−0.3% | 減碼 |