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 |
|---|---|---|---|---|---|
| First International Bank & Trust | 2,929 | $54.9 萬 | 0.21% | +1,337+84.0% | 加碼 |
| Strategic Blueprint, LLC | 2,935 | $55.0 萬 | 0.05% | +201+7.4% | 加碼 |
| Provence Wealth Management Group | 2,937 | $55.0 萬 | 0.30% | +258+9.6% | 加碼 |
| Embree Financial Group | 2,944 | $55.1 萬 | 0.12% | +2,944 | 新進 |
| Aaron Wealth Advisors | 2,945 | $55.2 萬 | 0.09% | +82+2.9% | 加碼 |
| Partnership Wealth Management, LLC | 2,749 | $55.2 萬 | 0.42% | +2,749 | 新進 |
| Tradition Wealth Management, LLC | 2,947 | $55.2 萬 | 0.06% | −31−1.0% | 減碼 |
| Arrow Financial Corp | 2,968 | $55.6 萬 | 0.06% | −117−3.8% | 減碼 |
| Vivid Wealth Management, LLC | 2,969 | $55.6 萬 | 0.38% | +2,969 | 新進 |
| Edgestream Partners, L.P. | 2,974 | $55.7 萬 | 0.04% | +2,974 | 新進 |
| Hoylecohen, LLC | 2,987 | $56.0 萬 | 0.05% | −178−5.6% | 減碼 |
| Chiron Investment Management, LLC | 2,990 | $56.0 萬 | 0.21% | +2,990 | 新進 |
| Global Trust Asset Management, LLC | 2,999 | $56.2 萬 | 0.25% | +107+3.7% | 加碼 |
| Acima Private Wealth, LLC | 3,000 | $56.2 萬 | 0.22% | −56−1.8% | 減碼 |
| Legal Advantage Investments, Inc. | 3,000 | $56.2 萬 | 0.34% | 00.0% | 不變 |
| Authentikos Wealth Advisory, LLC | 3,000 | $56.2 萬 | 0.60% | 00.0% | 不變 |
| Legacy Wealth Management, LLC | 3,000 | $56.2 萬 | 0.27% | 00.0% | 不變 |
| Bath Savings Trust Co | 3,008 | $56.4 萬 | 0.06% | +135+4.7% | 加碼 |
| Zullo Investment Group, Inc. | 3,013 | $56.5 萬 | 0.29% | +107+3.7% | 加碼 |
| Cornerstone Wealth Group, LLC | 3,015 | $56.5 萬 | 0.08% | +211+7.5% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 3,015 | $56.5 萬 | 0.04% | 00.0% | 不變 |
| Custom Index Systems, LLC | 3,017 | $56.5 萬 | 0.36% | +3,017 | 新進 |
| Gitterman Wealth Management, LLC | 3,021 | $56.6 萬 | 0.25% | −649−17.7% | 減碼 |
| First Foundation Advisors | 3,041 | $57.0 萬 | 0.03% | −1,490−32.9% | 減碼 |
| Abbrea Capital, LLC | 3,042 | $57.0 萬 | 0.08% | −60−1.9% | 減碼 |
| Wesbanco Bank Inc | 3,047 | $57.1 萬 | 0.03% | −442−12.7% | 減碼 |
| Steel Peak Wealth Management LLC | 3,073 | $57.6 萬 | 0.03% | −280−8.4% | 減碼 |
| Kovack Advisors, Inc. | 3,081 | $57.7 萬 | 0.07% | +40+1.3% | 加碼 |
| Cary Street Partners Asset Management LLC | 3,089 | $57.9 萬 | 0.10% | −25−0.8% | 減碼 |
| Ridgewood Investments LLC | 3,091 | $57.9 萬 | 0.34% | −83−2.6% | 減碼 |
| Meridian Wealth Management, LLC | 3,094 | $58.0 萬 | 0.04% | −4,786−60.7% | 減碼 |
| Westmount Partners, LLC | 3,108 | $58.2 萬 | 0.24% | +41+1.3% | 加碼 |
| Exchange Bank | 3,109 | $58.2 萬 | 0.50% | −30−1.0% | 減碼 |
| FirstPurpose Wealth LLC | 3,110 | $58.3 萬 | 0.22% | +61+2.0% | 加碼 |
| Essex Savings Bank | 3,121 | $58.5 萬 | 0.17% | +395+14.5% | 加碼 |
| Old Mission Investment Co LLC | 3,126 | $58.6 萬 | 0.21% | −94−2.9% | 減碼 |
| Purus Wealth Management, LLC | 3,128 | $58.6 萬 | 0.34% | −94−2.9% | 減碼 |
| IFP Advisors, Inc | 3,131 | $58.7 萬 | 0.03% | −1,412−31.1% | 減碼 |
| Clean Yield Group | 3,132 | $58.7 萬 | 0.25% | 00.0% | 不變 |
| Eagle Ridge Investment Management | 3,139 | $58.8 萬 | 0.06% | 00.0% | 不變 |
| Tanager Wealth Management LLP | 3,177 | $59.5 萬 | 0.11% | −117−3.6% | 減碼 |
| Mount Yale Investment Advisors, LLC | 3,179 | $59.6 萬 | 0.06% | +610+23.7% | 加碼 |
| Desjardins Global Asset Management Inc. | 3,192 | $59.8 萬 | 0.06% | −109−3.3% | 減碼 |
| SignalPoint Asset Management, LLC | 3,204 | $60.0 萬 | 0.18% | −59−1.8% | 減碼 |
| LongView Wealth Management | 3,213 | $60.0 萬 | 0.27% | +3,213 | 新進 |
| Tompkins Financial Corp | 3,216 | $60.2 萬 | 0.07% | 00.0% | 不變 |
| Matrix Asset Advisors Inc | 3,228 | $60.5 萬 | 0.08% | 00.0% | 不變 |
| Fort Pitt Capital Group, LLC | 3,231 | $60.5 萬 | 0.02% | −162−4.8% | 減碼 |
| Geller Advisors LLC | 3,238 | $60.7 萬 | 0.06% | +139+4.5% | 加碼 |
| Altfest L J & Co Inc | 3,240 | $60.7 萬 | 0.09% | +45+1.4% | 加碼 |
| InterOcean Capital Group, LLC | 3,249 | $60.9 萬 | 0.02% | +577+21.6% | 加碼 |
| SPC Financial, Inc. | 3,271 | $61.3 萬 | 0.06% | +609+22.9% | 加碼 |
| Sigma Investment Counselors Inc | 3,273 | $61.3 萬 | 0.04% | −372−10.2% | 減碼 |
| Great Valley Advisor Group, Inc. | 3,283 | $61.5 萬 | 0.02% | −225−6.4% | 減碼 |
| BSW Wealth Partners | 3,283 | $61.5 萬 | 0.12% | +22+0.7% | 加碼 |
| Somerville Kurt F | 3,285 | $61.5 萬 | 0.12% | 00.0% | 不變 |
| Hartford Financial Management Inc. | 3,288 | $61.6 萬 | 0.14% | 00.0% | 不變 |
| Private Ocean, LLC | 3,295 | $61.7 萬 | 0.06% | 00.0% | 不變 |
| Plancorp, LLC | 3,302 | $61.9 萬 | 0.03% | +157+5.0% | 加碼 |
| SYSTM Wealth Solutions LLC | 3,319 | $62.2 萬 | 0.09% | −409−11.0% | 減碼 |
| Prostatis Group LLC | 3,319 | $62.2 萬 | 0.26% | +88+2.7% | 加碼 |
| Aspen Investment Management Inc | 3,321 | $62.2 萬 | 0.35% | +10.0% | 加碼 |
| Tobam | 3,326 | $62.3 萬 | 0.05% | +101+3.1% | 加碼 |
| Mayflower Financial Advisors, LLC | 3,344 | $62.6 萬 | 0.09% | +592+21.5% | 加碼 |
| Financial Management Network Inc | 3,326 | $62.9 萬 | 0.18% | +469+16.4% | 加碼 |
| Philadelphia Trust Co | 3,357 | $62.9 萬 | 0.06% | 00.0% | 不變 |
| Outlook Wealth Advisors, LLC | 3,360 | $62.9 萬 | 0.22% | −906−21.2% | 減碼 |
| Orleans Capital Management Corp | 3,380 | $63.3 萬 | 0.43% | −325−8.8% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 3,388 | $63.6 萬 | 0.02% | +667+24.5% | 加碼 |
| CWA Asset Management Group, LLC | 3,404 | $63.8 萬 | 0.04% | +156+4.8% | 加碼 |
| MidWestOne Financial Group, Inc. | 3,404 | $63.8 萬 | 0.12% | +1,218+55.7% | 加碼 |
| Perpetual Ltd | 3,408 | $63.8 萬 | 0.01% | +321+10.4% | 加碼 |
| Richwood Investment Advisors, LLC | 3,411 | $63.9 萬 | 0.60% | −40−1.2% | 減碼 |
| Defined Wealth Management, LLC | 3,429 | $64.2 萬 | 0.49% | −2−0.1% | 減碼 |
| Eagle Asset Management Inc | 3,431 | $64.3 萬 | 0.00% | +542+18.8% | 加碼 |
| Cetera Trust Company, N.A | 3,435 | $64.4 萬 | 0.40% | +3,435 | 新進 |
| Portside Wealth Group, LLC | 3,441 | $64.5 萬 | 0.12% | −327−8.7% | 減碼 |
| LVW Advisors, LLC | 3,445 | $64.5 萬 | 0.12% | +131+4.0% | 加碼 |
| Canopy Partners, LLC | 3,476 | $65.1 萬 | 0.40% | +3,476 | 新進 |
| Lifeworks Advisors, LLC | 3,478 | $65.2 萬 | 0.22% | −393−10.2% | 減碼 |
| Transform Wealth, LLC | 3,488 | $65.3 萬 | 0.06% | −54−1.5% | 減碼 |
| Knightsbridge Asset Management, LLC | 3,499 | $65.5 萬 | 0.19% | −116−3.2% | 減碼 |
| Cornerstone Wealth Management, LLC | 3,503 | $65.6 萬 | 0.06% | −448−11.3% | 減碼 |
| US Asset Management LLC | 3,505 | $65.7 萬 | 0.65% | +3,505 | 新進 |
| Navellier & Associates Inc | 3,526 | $66.1 萬 | 0.10% | +1,510+74.9% | 加碼 |
| Borer Denton & Associates, Inc. | 3,527 | $66.1 萬 | 0.25% | +464+15.1% | 加碼 |
| Hills Bank & Trust Co | 3,530 | $66.1 萬 | 0.06% | 00.0% | 不變 |
| Heritage Wealth Advisors | 3,561 | $66.7 萬 | 0.03% | −666−15.8% | 減碼 |
| Donoghue Forlines LLC | 3,565 | $66.8 萬 | 0.21% | −1,165−24.6% | 減碼 |
| Alerus Financial NA | 3,566 | $66.8 萬 | 0.05% | −67−1.8% | 減碼 |
| Cidel Asset Management Inc | 3,573 | $66.9 萬 | 0.03% | +3,573 | 新進 |
| Oak Asset Management, LLC | 3,580 | $67.1 萬 | 0.27% | 00.0% | 不變 |
| Carnegie Capital Asset Management, LLC | 3,587 | $67.2 萬 | 0.02% | +106+3.0% | 加碼 |
| Saybrook Capital | 3,600 | $67.4 萬 | 0.19% | 00.0% | 不變 |
| Modern Wealth Management, LLC | 3,601 | $67.5 萬 | 0.09% | +3,601 | 新進 |
| Lazari Capital Management, Inc. | 3,630 | $68.0 萬 | 0.39% | −300−7.6% | 減碼 |
| Resolute Wealth Strategies, LLC | 3,632 | $68.0 萬 | 0.46% | +5+0.1% | 加碼 |
| Breakwater Capital Group | 3,679 | $68.1 萬 | 0.19% | +133+3.8% | 加碼 |
| Jones Financial Companies LLLP | 3,640 | $68.2 萬 | 0.00% | −637−14.9% | 減碼 |
| American National Bank | 3,646 | $68.3 萬 | 0.11% | −182−4.8% | 減碼 |