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 |
|---|---|---|---|---|---|
| Auxier Asset Management | 7,263 | $136.1 萬 | 0.22% | 00.0% | 不變 |
| AXS Investments LLC | 7,316 | $137.1 萬 | 0.33% | −570−7.2% | 減碼 |
| Nixon Peabody Trust Co | 7,325 | $137.2 萬 | 0.15% | +7,325 | 新進 |
| Caldwell Sutter Capital, Inc. | 7,352 | $137.7 萬 | 0.70% | 00.0% | 不變 |
| Karpas Strategies, LLC | 7,405 | $138.7 萬 | 0.46% | +5+0.1% | 加碼 |
| Holderness Investments Co | 7,432 | $139.2 萬 | 0.38% | +7,432 | 新進 |
| Hartford Funds Management Co LLC | 7,440 | $139.4 萬 | 0.14% | +1,639+28.3% | 加碼 |
| Associated Banc-Corp | 7,441 | $139.4 萬 | 0.05% | −100−1.3% | 減碼 |
| Chesapeake Wealth Management | 7,503 | $140.6 萬 | 0.54% | +67+0.9% | 加碼 |
| Moneta Group Investment Advisors LLC | 7,522 | $140.9 萬 | 0.03% | −3,014−28.6% | 減碼 |
| MainStreet Investment Advisors LLC | 7,568 | $141.8 萬 | 0.16% | −2,073−21.5% | 減碼 |
| Duality Advisers, LP | 7,588 | $142.2 萬 | 0.15% | −8,031−51.4% | 減碼 |
| Retireful, LLC | 7,607 | $142.5 萬 | 0.62% | +7,607 | 新進 |
| RMR Capital Management, LLC | 7,629 | $142.9 萬 | 1.64% | +7,629 | 新進 |
| Spinnaker Trust | 7,632 | $143.0 萬 | 0.10% | 00.0% | 不變 |
| Beach Investment Counsel Inc | 7,633 | $143.0 萬 | 0.18% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 7,645 | $143.2 萬 | 0.16% | −510−6.3% | 減碼 |
| Arjuna Capital | 7,651 | $143.3 萬 | 0.45% | −8,464−52.5% | 減碼 |
| Benjamin Edwards Inc | 7,662 | $143.5 萬 | 0.31% | +6,794+782.7% | 加碼 |
| Excalibur Management Corp | 7,696 | $144.2 萬 | 0.68% | −170−2.2% | 減碼 |
| Simmons Bank | 7,705 | $144.3 萬 | 0.12% | −1,132−12.8% | 減碼 |
| Fiduciary Family Office, LLC | 7,713 | $144.5 萬 | 0.63% | +7,713 | 新進 |
| Raab & Moskowitz Asset Management LLC | 7,727 | $144.8 萬 | 0.46% | −175−2.2% | 減碼 |
| Summit Trail Advisors, LLC | 7,746 | $145.1 萬 | 0.05% | +414+5.6% | 加碼 |
| Sirios Capital Management L P | 7,747 | $145.1 萬 | 0.30% | −38,145−83.1% | 減碼 |
| Redwood Investment Management, LLC | 7,752 | $145.2 萬 | 0.13% | +7,752 | 新進 |
| FineMark National Bank & Trust | 7,880 | $147.6 萬 | 0.06% | −50−0.6% | 減碼 |
| Massmutual Trust Co FSB | 7,886 | $147.7 萬 | 0.05% | −87−1.1% | 減碼 |
| RNC Capital Management LLC | 7,924 | $148.4 萬 | 0.09% | −245−3.0% | 減碼 |
| Parkside Financial Bank & Trust | 7,928 | $148.5 萬 | 0.27% | −25−0.3% | 減碼 |
| Oldfather Financial Services, LLC | 7,995 | $149.8 萬 | 0.67% | −27−0.3% | 減碼 |
| Palisade Asset Management, LLC | 7,998 | $149.8 萬 | 0.16% | −250−3.0% | 減碼 |
| Union Heritage Capital, LLC | 8,000 | $149.9 萬 | 0.78% | 00.0% | 不變 |
| OV Management LLC | 8,000 | $149.9 萬 | 1.24% | +8,000 | 新進 |
| Advisory Research Inc | 8,048 | $150.8 萬 | 0.23% | −507−5.9% | 減碼 |
| Boltwood Capital Management | 8,050 | $150.8 萬 | 0.50% | −185−2.2% | 減碼 |
| GLOBALT Investments LLC | 8,077 | $151.3 萬 | 0.06% | +8,077 | 新進 |
| EFG Asset Management (North America) Corp. | 8,123 | $152.2 萬 | 0.29% | +3,172+64.1% | 加碼 |
| Triad Investment Management | 8,138 | $152.5 萬 | 2.00% | 00.0% | 不變 |
| Thoroughbred Financial Services, LLC | 8,228 | $154.1 萬 | 0.12% | +38+0.5% | 加碼 |
| Lazard Freres Gestion S.A.S. | 8,235 | $154.5 萬 | 0.04% | −50−0.6% | 減碼 |
| Western Wealth Management, LLC | 8,258 | $154.7 萬 | 0.11% | −180−2.1% | 減碼 |
| Principle Wealth Partners LLC | 8,274 | $155.0 萬 | 0.13% | +1,810+28.0% | 加碼 |
| Cape Cod Five Cents Savings Bank | 8,284 | $155.2 萬 | 0.16% | −9,052−52.2% | 減碼 |
| Amarillo National Bank | 8,313 | $155.7 萬 | 0.30% | −61−0.7% | 減碼 |
| Moors & Cabot, Inc. | 8,316 | $155.8 萬 | 0.10% | +24+0.3% | 加碼 |
| Harbor Capital Advisors, Inc. | 8,360 | $156.6 萬 | 0.30% | −31−0.4% | 減碼 |
| Osborne Partners Capital Management, LLC | 8,361 | $156.6 萬 | 0.10% | +100+1.2% | 加碼 |
| Pitcairn Co | 8,391 | $157.2 萬 | 0.12% | −80−0.9% | 減碼 |
| Citizens National Bank Trust Department | 8,394 | $157.3 萬 | 0.40% | −70−0.8% | 減碼 |
| Intellectus Partners, LLC | 8,396 | $157.3 萬 | 0.45% | +384+4.8% | 加碼 |
| Moloney Securities Asset Management, LLC | 8,503 | $159.3 萬 | 0.26% | 00.0% | 不變 |
| Taylor Frigon Capital Management LLC | 8,513 | $159.5 萬 | 0.80% | −242−2.8% | 減碼 |
| First Horizon Advisors, Inc. | 8,535 | $159.9 萬 | 0.05% | +828+10.7% | 加碼 |
| HBK Sorce Advisory LLC | 8,564 | $160.4 萬 | 0.06% | +10.0% | 加碼 |
| Ingalls & Snyder LLC | 8,580 | $160.7 萬 | 0.07% | −350−3.9% | 減碼 |
| Walter & Keenan Financial Consulting Co | 8,582 | $160.8 萬 | 0.58% | −82−0.9% | 減碼 |
| Howard Capital Management Group, LLC | 8,615 | $161.4 萬 | 0.14% | 00.0% | 不變 |
| Berkshire Asset Management LLC | 8,672 | $162.5 萬 | 0.09% | −208−2.3% | 減碼 |
| Evergreen Capital Management LLC | 8,732 | $163.6 萬 | 0.07% | −207−2.3% | 減碼 |
| Gateway Investment Advisers LLC | 8,754 | $164.0 萬 | 0.02% | −202−2.3% | 減碼 |
| Teza Capital Management LLC | 8,773 | $164.4 萬 | 0.27% | −1,119−11.3% | 減碼 |
| Beaumont Financial Advisors, LLC | 8,786 | $164.6 萬 | 0.15% | +64+0.7% | 加碼 |
| Csenge Advisory Group | 8,809 | $165.0 萬 | 0.10% | −776−8.1% | 減碼 |
| Coastal Bridge Advisors, LLC | 8,839 | $165.6 萬 | 0.42% | +12+0.1% | 加碼 |
| Signature Wealth Management Group | 8,899 | $166.7 萬 | 0.77% | +8,899 | 新進 |
| Delphi Management Inc | 8,912 | $167.0 萬 | 1.53% | +389+4.6% | 加碼 |
| Strategic Planning Group, LLC | 8,931 | $167.3 萬 | 0.56% | +8,931 | 新進 |
| American Trust | 8,936 | $167.4 萬 | 0.12% | −234−2.6% | 減碼 |
| Meeder Advisory Services, Inc. | 8,937 | $167.4 萬 | 0.19% | −96−1.1% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 8,955 | $167.8 萬 | 0.07% | −742−7.7% | 減碼 |
| Lake Street Advisors Group, LLC | 8,981 | $168.3 萬 | 0.08% | +8,981 | 新進 |
| Argent Advisors, Inc. | 8,983 | $168.3 萬 | 0.74% | −51−0.6% | 減碼 |
| Hyman Charles D | 8,998 | $168.6 萬 | 0.10% | 00.0% | 不變 |
| RFG Advisory, LLC | 9,016 | $168.9 萬 | 0.07% | +400+4.6% | 加碼 |
| Blue Zone Wealth Advisors, LLC | 9,041 | $169.4 萬 | 0.68% | −34−0.4% | 減碼 |
| Applied Capital LLC | 9,072 | $170.0 萬 | 1.56% | −398−4.2% | 減碼 |
| Provenance Wealth Advisors, LLC | 9,121 | $170.9 萬 | 0.23% | +263+3.0% | 加碼 |
| Northern Financial Advisors Inc | 9,138 | $171.2 萬 | 1.44% | +249+2.8% | 加碼 |
| Signet Investment Advisory Group, Inc. | 9,140 | $171.2 萬 | 1.03% | −10−0.1% | 減碼 |
| TAGStone Capital, Inc. | 9,180 | $172.0 萬 | 1.12% | +36+0.4% | 加碼 |
| Hartline Investment Corp | 9,181 | $172.0 萬 | 0.28% | 00.0% | 不變 |
| Wedmont Private Capital | 9,107 | $172.3 萬 | 0.14% | +607+7.1% | 加碼 |
| Woodmont Investment Counsel LLC | 9,304 | $174.3 萬 | 0.16% | +242+2.7% | 加碼 |
| Beacon Investment Advisors LLC | 9,328 | $174.8 萬 | 1.12% | 00.0% | 不變 |
| Great Lakes Retirement, Inc. | 9,346 | $175.1 萬 | 0.29% | +7,082+312.8% | 加碼 |
| Invst, LLC | 8,522 | $175.2 萬 | 0.22% | −453−5.0% | 減碼 |
| Carl P. Sherr & Co., LLC | 9,397 | $176.0 萬 | 1.07% | +10.0% | 加碼 |
| Bridgeway Capital Management, LLC | 9,400 | $176.1 萬 | 0.04% | −3,300−26.0% | 減碼 |
| PEAK6 Investments LLC | 9,402 | $176.1 萬 | 0.08% | −51,302−84.5% | 減碼 |
| IFG Advisory, LLC | 9,423 | $176.5 萬 | 0.13% | −1,517−13.9% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 9,435 | $176.8 萬 | 0.22% | −48−0.5% | 減碼 |
| Investors Asset Management of Georgia Inc | 9,600 | $176.8 萬 | 0.90% | +1,100+12.9% | 加碼 |
| United Asset Strategies, Inc. | 9,443 | $176.9 萬 | 0.20% | +502+5.6% | 加碼 |
| Institute for Wealth Management, LLC. | 9,475 | $177.5 萬 | 0.29% | 00.0% | 不變 |
| CenterBook Partners LP | 9,505 | $178.1 萬 | 0.22% | −16,768−63.8% | 減碼 |
| Berkshire Bank | 9,536 | $178.6 萬 | 0.47% | +126+1.3% | 加碼 |
| Constitution Capital LLC | 9,550 | $178.9 萬 | 1.08% | −168−1.7% | 減碼 |
| FOCUS Wealth Advisors, LLC | 9,572 | $179.3 萬 | 1.13% | −83−0.9% | 減碼 |
| DoubleLine ETF Adviser LP | 9,617 | $180.2 萬 | 0.52% | +656+7.3% | 加碼 |