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 |
|---|---|---|---|---|---|
| Covenant Asset Management, LLC | 2,461 | $46.1 萬 | 0.13% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 2,468 | $46.2 萬 | 0.11% | +202+8.9% | 加碼 |
| Achmea Investment Management B.V. | 2,479 | $46.4 萬 | 0.01% | −17,106−87.3% | 減碼 |
| Advisor OS, LLC | 2,480 | $46.5 萬 | 0.06% | +338+15.8% | 加碼 |
| Garrison Asset Management, LLC | 2,481 | $46.5 萬 | 0.26% | −75−2.9% | 減碼 |
| Sage Private Wealth Group, LLC | 2,485 | $46.6 萬 | 0.42% | +369+17.4% | 加碼 |
| Icapital Wealth LLC | 2,500 | $46.8 萬 | 0.30% | 00.0% | 不變 |
| Accent Capital Management, LLC | 2,500 | $46.8 萬 | 0.37% | +2,500 | 新進 |
| Fukoku Mutual Life Insurance Co | 2,503 | $46.9 萬 | 0.04% | 00.0% | 不變 |
| Sage Capital Management, LLC | 2,506 | $46.9 萬 | 0.28% | +2,506 | 新進 |
| Palogic Value Management, L.P. | 2,506 | $46.9 萬 | 0.21% | 00.0% | 不變 |
| Ballast Advisors LLC | 2,510 | $47.0 萬 | 0.18% | −45−1.8% | 減碼 |
| Traphagen Investment Advisors LLC | 2,511 | $47.0 萬 | 0.06% | +14+0.6% | 加碼 |
| McLean Asset Management Corp | 2,488 | $47.0 萬 | 0.18% | −91−3.5% | 減碼 |
| Burt Wealth Advisors | 2,515 | $47.1 萬 | 0.13% | 00.0% | 不變 |
| Hunter Associates Investment Management LLC | 2,524 | $47.3 萬 | 0.09% | 00.0% | 不變 |
| Mezzasalma Advisors, LLC | 2,525 | $47.3 萬 | 0.26% | −302−10.7% | 減碼 |
| Childress Capital Advisors, LLC | 2,528 | $47.4 萬 | 0.14% | −62−2.4% | 減碼 |
| Indiana Trust & Investment Management CO | 2,537 | $47.5 萬 | 0.21% | +150+6.3% | 加碼 |
| Harbour Investment Management LLC | 2,539 | $47.6 萬 | 0.25% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 2,539 | $47.6 萬 | 0.09% | −607−19.3% | 減碼 |
| Adirondack Trust Co | 2,172 | $47.7 萬 | 0.21% | −212−8.9% | 減碼 |
| Meridian Wealth Advisors, LLC | 2,549 | $47.8 萬 | 0.10% | −48−1.8% | 減碼 |
| Duncker Streett & Co Inc | 2,550 | $47.8 萬 | 0.10% | 00.0% | 不變 |
| Northstar Asset Management LLC | 2,556 | $47.9 萬 | 0.13% | 00.0% | 不變 |
| Regatta Capital Group, LLC | 2,568 | $48.1 萬 | 0.13% | +103+4.2% | 加碼 |
| AdvisorShares Investments LLC | 2,570 | $48.1 萬 | 0.11% | +2,570 | 新進 |
| Baystate Wealth Management LLC | 2,572 | $48.2 萬 | 0.04% | +20+0.8% | 加碼 |
| Mechanics Bank Trust Department | 2,573 | $48.2 萬 | 0.08% | −150−5.5% | 減碼 |
| Group One Trading, L.P. | 2,597 | $48.7 萬 | 0.02% | −5,828−69.2% | 減碼 |
| Burford Brothers, Inc. | 2,597 | $48.7 萬 | 0.34% | +2,597 | 新進 |
| Pioneer Trust Bank N A | 2,600 | $48.7 萬 | 0.15% | 00.0% | 不變 |
| Atticus Wealth Management, LLC | 2,600 | $48.7 萬 | 0.17% | +100+4.0% | 加碼 |
| Wexford Capital LP | 2,600 | $48.7 萬 | 0.10% | +400+18.2% | 加碼 |
| Arkadios Wealth Advisors | 2,601 | $48.7 萬 | 0.04% | −848−24.6% | 減碼 |
| Hollencrest Capital Management | 2,601 | $48.7 萬 | 0.05% | 00.0% | 不變 |
| LGT Fund Management Co Ltd. | 2,600 | $48.8 萬 | 0.21% | 00.0% | 不變 |
| Bank Ozk | 2,610 | $48.9 萬 | 0.24% | +2,610 | 新進 |
| DT Investment Partners, LLC | 2,397 | $48.9 萬 | 0.05% | 00.0% | 不變 |
| Kozak & Associates, Inc. | 2,708 | $49.0 萬 | 0.16% | +9+0.3% | 加碼 |
| First Citizens Bank & Trust Co | 2,625 | $49.2 萬 | 0.01% | −97−3.6% | 減碼 |
| DRW Securities, LLC | 2,635 | $49.4 萬 | 0.01% | +127+5.1% | 加碼 |
| Sage Mountain Advisors LLC | 2,637 | $49.4 萬 | 0.06% | −148−5.3% | 減碼 |
| Quent Capital, LLC | 2,642 | $49.5 萬 | 0.07% | +68+2.6% | 加碼 |
| REDW Wealth LLC | 2,656 | $49.8 萬 | 0.14% | 00.0% | 不變 |
| Marcum Wealth, LLC | 2,666 | $49.9 萬 | 0.05% | −127−4.5% | 減碼 |
| Guardian Wealth Advisors, LLC | 2,674 | $50.1 萬 | 0.08% | −952−26.3% | 減碼 |
| Cherry Tree Wealth Management, LLC | 2,675 | $50.1 萬 | 0.13% | −204−7.1% | 減碼 |
| Castleark Management LLC | 2,675 | $50.1 萬 | 0.02% | 00.0% | 不變 |
| Icon Wealth Advisors, LLC | 2,675 | $50.1 萬 | 0.05% | +2,675 | 新進 |
| Tiemann Investment Advisors, LLC | 2,676 | $50.1 萬 | 0.24% | +350+15.0% | 加碼 |
| Belpointe Asset Management LLC | 2,688 | $50.4 萬 | 0.04% | +2,688 | 新進 |
| Riverbridge Partners LLC | 2,690 | $50.4 萬 | 0.01% | +17+0.6% | 加碼 |
| Ronald Blue Trust, Inc. | 3,388 | $50.5 萬 | 0.01% | −66−1.9% | 減碼 |
| PFC Capital Group, Inc. | 2,700 | $50.5 萬 | 0.30% | +2,700 | 新進 |
| Marshall Wace, LLP | 2,703 | $50.6 萬 | 0.00% | −7,960−74.7% | 減碼 |
| Triangle Securities Wealth Management | 2,710 | $50.8 萬 | 0.16% | 00.0% | 不變 |
| Graypoint LLC | 2,713 | $50.8 萬 | 0.04% | −1,518−35.9% | 減碼 |
| Midwest Financial Group LLC | 2,723 | $51.0 萬 | 0.38% | 00.0% | 不變 |
| Atlas Private Wealth Advisors | 2,722 | $51.0 萬 | 0.09% | +72+2.7% | 加碼 |
| Sapient Capital LLC | 2,723 | $51.0 萬 | 0.01% | +2,723 | 新進 |
| Millington Financial Advisors, LLC | 2,727 | $51.1 萬 | 0.41% | +2,727 | 新進 |
| Atomi Financial Group, Inc. | 2,730 | $51.2 萬 | 0.07% | +912+50.2% | 加碼 |
| PDS Planning, Inc | 2,747 | $51.5 萬 | 0.06% | −222−7.5% | 減碼 |
| Marietta Investment Partners LLC | 2,750 | $51.5 萬 | 0.13% | −50−1.8% | 減碼 |
| Enterprise Financial Services Corp | 2,751 | $51.5 萬 | 0.31% | +462+20.2% | 加碼 |
| Athena Investment Management | 2,773 | $51.9 萬 | 0.34% | 00.0% | 不變 |
| TNF LLC | 2,595 | $52.1 萬 | 0.21% | +20+0.8% | 加碼 |
| Graves-Light Private Wealth Management, Inc. | 2,783 | $52.1 萬 | 0.06% | 00.0% | 不變 |
| Hamilton Capital, LLC | 2,792 | $52.3 萬 | 0.04% | −310−10.0% | 減碼 |
| Kearns & Associates LLC | 2,800 | $52.5 萬 | 0.45% | 00.0% | 不變 |
| Pekin Hardy Strauss, Inc. | 2,800 | $52.5 萬 | 0.08% | +10+0.4% | 加碼 |
| Veritas Investment Partners (UK) Ltd. | 2,800 | $52.5 萬 | 0.01% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 2,802 | $52.5 萬 | 0.09% | 00.0% | 不變 |
| Aft, Forsyth & Company, Inc. | 2,811 | $52.7 萬 | 0.33% | 00.0% | 不變 |
| Hanson & Doremus Investment Management | 2,824 | $52.9 萬 | 0.10% | 00.0% | 不變 |
| Stevens Capital Management LP | 2,826 | $52.9 萬 | 0.13% | +2,826 | 新進 |
| Fortune Financial Advisors, LLC | 2,842 | $53.2 萬 | 0.37% | −2−0.1% | 減碼 |
| MWA Asset Management | 2,842 | $53.2 萬 | 0.44% | −88−3.0% | 減碼 |
| Acropolis Investment Management, LLC | 2,844 | $53.3 萬 | 0.04% | −162−5.4% | 減碼 |
| CoreFirst Bank & Trust | 2,848 | $53.4 萬 | 0.35% | −250−8.1% | 減碼 |
| Bristol John W & Co Inc | 2,851 | $53.4 萬 | 0.01% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 2,854 | $53.5 萬 | 0.04% | +2,854 | 新進 |
| Texas Yale Capital Corp. | 2,856 | $53.5 萬 | 0.03% | +8+0.3% | 加碼 |
| Hobbs Group Advisors, LLC | 2,863 | $53.6 萬 | 0.24% | +2,863 | 新進 |
| Centennial Bank | 2,870 | $53.8 萬 | 0.32% | +70+2.5% | 加碼 |
| 1858 Wealth Management, LLC | 2,877 | $53.9 萬 | 0.51% | +2,877 | 新進 |
| Doliver Advisors, LP | 2,881 | $54.0 萬 | 0.17% | −338−10.5% | 減碼 |
| Brevan Howard Capital Management LP | 2,884 | $54.0 萬 | 0.05% | +1,140+65.4% | 加碼 |
| Summit Financial Group Inc | 2,885 | $54.0 萬 | 0.21% | 00.0% | 不變 |
| Bank Hapoalim BM | 2,890 | $54.1 萬 | 0.07% | +2,890 | 新進 |
| Fidelis Capital Partners, LLC | 2,891 | $54.2 萬 | 0.12% | +435+17.7% | 加碼 |
| Skopos Labs, Inc. | 2,896 | $54.3 萬 | 0.26% | +2,896 | 新進 |
| VeraBank, N.A. | 2,898 | $54.3 萬 | 0.18% | 00.0% | 不變 |
| Twin Lakes Capital Management, LLC | 2,903 | $54.4 萬 | 0.37% | +5+0.2% | 加碼 |
| Cambridge Advisors Inc. | 2,910 | $54.5 萬 | 0.14% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 2,912 | $54.6 萬 | 0.05% | +207+7.7% | 加碼 |
| ERn Financial, LLC | 3,035 | $54.6 萬 | 0.10% | 00.0% | 不變 |
| Quadrant Private Wealth Management, LLC | 2,926 | $54.8 萬 | 0.15% | −358−10.9% | 減碼 |
| Nilsine Partners, LLC | 2,929 | $54.9 萬 | 0.08% | +131+4.7% | 加碼 |