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 |
|---|---|---|---|---|---|
| Chatham Capital Group, Inc. | 24,159 | $452.6 萬 | 0.92% | +975+4.2% | 加碼 |
| First Hawaiian Bank | 23,941 | $448.5 萬 | 0.14% | +525+2.2% | 加碼 |
| GYL Financial Synergies, LLC | 23,873 | $447.2 萬 | 0.37% | −114−0.5% | 減碼 |
| Freestone Capital Holdings, LLC | 23,847 | $446.8 萬 | 0.20% | +20+0.1% | 加碼 |
| KMG Fiduciary Partners, LLC | 23,795 | $445.8 萬 | 0.52% | +47+0.2% | 加碼 |
| Sandhill Capital Partners LLC | 23,603 | $442.2 萬 | 0.37% | −2,493−9.6% | 減碼 |
| Birmingham Capital Management Co Inc | 23,599 | $442.1 萬 | 1.75% | −1,700−6.7% | 減碼 |
| Overbrook Management Corp | 23,437 | $439.1 萬 | 0.89% | −357−1.5% | 減碼 |
| Metropolitan Life Insurance Co | 23,433 | $439.0 萬 | 0.21% | −639−2.7% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 23,397 | $438.3 萬 | 0.51% | −69−0.3% | 減碼 |
| Wisconsin Capital Management LLC | 23,158 | $433.8 萬 | 2.58% | +333+1.5% | 加碼 |
| Synovus Financial Corp | 23,059 | $432.0 萬 | 0.06% | −7,644−24.9% | 減碼 |
| Ieq Capital, LLC | 23,030 | $431.4 萬 | 0.07% | +2,319+11.2% | 加碼 |
| RBF Capital, LLC | 23,000 | $430.9 萬 | 0.27% | 00.0% | 不變 |
| Benson Investment Management Company, Inc. | 22,975 | $430.4 萬 | 2.20% | +245+1.1% | 加碼 |
| Grassi Investment Management | 22,960 | $430.1 萬 | 0.45% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 22,934 | $429.6 萬 | 0.23% | −212−0.9% | 減碼 |
| New England Asset Management Inc | 22,800 | $427.1 萬 | 0.69% | 00.0% | 不變 |
| Magellan Asset Management Ltd | 22,611 | $423.6 萬 | 0.04% | +21,389+1,750.3% | 加碼 |
| Hutner Capital Management Inc | 22,606 | $423.5 萬 | 2.50% | −405−1.8% | 減碼 |
| Chapman Investment Management, LLC | 22,334 | $418.4 萬 | 3.19% | +599+2.8% | 加碼 |
| Naples Global Advisors, LLC | 22,291 | $417.6 萬 | 0.46% | +737+3.4% | 加碼 |
| Chemistry Wealth Management LLC | 22,249 | $416.8 萬 | 1.26% | −20.0% | 減碼 |
| Verdence Capital Advisors LLC | 22,208 | $416.0 萬 | 0.40% | +426+2.0% | 加碼 |
| Family Management Corp | 22,170 | $415.3 萬 | 0.86% | 00.0% | 不變 |
| Coastline Trust Co | 22,166 | $415.3 萬 | 0.55% | −278−1.2% | 減碼 |
| Credit Agricole S A | 21,833 | $409.0 萬 | 0.08% | −3,403−13.5% | 減碼 |
| Hodges Capital Management Inc. | 21,827 | $409.0 萬 | 0.22% | +5,022+29.9% | 加碼 |
| Stonegate Investment Group, LLC | 21,772 | $407.9 萬 | 0.14% | −932−4.1% | 減碼 |
| Fiduciary Group LLC | 21,767 | $407.8 萬 | 0.48% | −109−0.5% | 減碼 |
| Bremer Bank National Association | 21,606 | $404.8 萬 | 0.75% | +21,606 | 新進 |
| EP Wealth Advisors, LLC | 21,605 | $404.7 萬 | 0.05% | +1,700+8.5% | 加碼 |
| Univest Financial Corp | 21,464 | $402.1 萬 | 1.19% | −67−0.3% | 減碼 |
| Integrated Advisors Network LLC | 21,383 | $400.6 萬 | 0.23% | +19,535+1,057.1% | 加碼 |
| Chicago Trust Co NA | 21,253 | $398.2 萬 | 0.89% | −823−3.7% | 減碼 |
| Resources Investment Advisors, LLC. | 21,250 | $398.1 萬 | 0.07% | +3,967+23.0% | 加碼 |
| Greenleaf Trust | 21,205 | $397.3 萬 | 0.04% | −296−1.4% | 減碼 |
| Empirical Finance, LLC | 21,188 | $396.9 萬 | 0.28% | 00.0% | 不變 |
| Quantinno Capital Management LP | 21,155 | $396.3 萬 | 0.14% | +5,327+33.7% | 加碼 |
| Salvus Wealth Management, LLC | 21,146 | $396.1 萬 | 2.82% | −435−2.0% | 減碼 |
| BFSG, LLC | 21,124 | $395.7 萬 | 0.58% | +301+1.4% | 加碼 |
| Lombard Odier Asset Management (Europe) Ltd | 20,831 | $390.2 萬 | 0.26% | +20,831 | 新進 |
| LaFleur & Godfrey LLC | 20,814 | $389.9 萬 | 0.58% | +979+4.9% | 加碼 |
| ProVise Management Group, LLC | 20,702 | $387.8 萬 | 0.33% | +591+2.9% | 加碼 |
| Gilman Hill Asset Management, LLC | 20,537 | $384.7 萬 | 0.72% | +165+0.8% | 加碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 20,535 | $384.7 萬 | 0.04% | −7,641−27.1% | 減碼 |
| Foster Group, Inc. | 25,780 | $384.6 萬 | 0.24% | 00.0% | 不變 |
| Kentucky Retirement Systems Insurance Trust Fund | 20,510 | $384.2 萬 | 0.27% | −30.0% | 減碼 |
| TownSquare Capital, LLC | 20,356 | $381.4 萬 | 0.07% | −1,571−7.2% | 減碼 |
| Stephens Inc | 20,270 | $379.7 萬 | 0.07% | −233−1.1% | 減碼 |
| National Asset Management, Inc. | 20,253 | $379.4 萬 | 0.10% | −699−3.3% | 減碼 |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $376.9 萬 | 1.97% | 00.0% | 不變 |
| Sendero Wealth Management, LLC | 20,080 | $376.2 萬 | 0.71% | +17,266+613.6% | 加碼 |
| Sumitomo Life Insurance Co | 20,078 | $376.1 萬 | 0.12% | −830−4.0% | 減碼 |
| Auto-Owners Insurance Co | 19,950 | $373.7 萬 | 0.11% | 00.0% | 不變 |
| Northstar Group, Inc. | 19,899 | $372.8 萬 | 0.81% | +1,995+11.1% | 加碼 |
| NBT Bank N A | 19,845 | $371.8 萬 | 0.29% | +658+3.4% | 加碼 |
| Kathleen S. Wright Associates Inc. | 20,227 | $371.7 萬 | 1.89% | −1,000−4.7% | 減碼 |
| Snowden Capital Advisors LLC | 19,799 | $370.9 萬 | 0.14% | +209+1.1% | 加碼 |
| Oliver Luxxe Assets LLC | 19,480 | $364.9 萬 | 0.86% | +44+0.2% | 加碼 |
| Eisler Capital (UK) Ltd. | 19,314 | $361.8 萬 | 0.33% | −194,775−91.0% | 減碼 |
| Park National Corp | 19,289 | $361.4 萬 | 0.15% | −502−2.5% | 減碼 |
| Optimas Capital Ltd | 19,200 | $359.7 萬 | 3.39% | +19,200 | 新進 |
| Barden Capital Management, Inc. | 23,360 | $359.3 萬 | 2.93% | +13,260+131.3% | 加碼 |
| CWM, LLC | 19,103 | $357.9 萬 | 0.02% | +137+0.7% | 加碼 |
| Modera Wealth Management, LLC | 19,082 | $357.5 萬 | 0.06% | −93−0.5% | 減碼 |
| Kingsview Wealth Management, LLC | 19,071 | $357.3 萬 | 0.11% | −639−3.2% | 減碼 |
| Stone Point Wealth LLC | 19,041 | $356.7 萬 | 1.37% | −1,015−5.1% | 減碼 |
| Connectus Wealth, LLC | 18,990 | $355.8 萬 | 0.07% | −984−4.9% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,898 | $354.0 萬 | 0.21% | +390+2.1% | 加碼 |
| Courier Capital LLC | 18,890 | $353.9 萬 | 0.27% | −600−3.1% | 減碼 |
| Morton Community Bank | 18,866 | $353.4 萬 | 1.16% | +18,866 | 新進 |
| AIA Group Ltd | 18,778 | $351.8 萬 | 0.14% | +1,740+10.2% | 加碼 |
| Shell Asset Management Co | 18,765 | $351.5 萬 | 0.16% | −4,702−20.0% | 減碼 |
| iA Global Asset Management Inc. | 18,558 | $347.7 萬 | 0.08% | +12,142+189.2% | 加碼 |
| Buckhead Capital Management LLC | 18,541 | $347.3 萬 | 1.29% | +175+1.0% | 加碼 |
| CSM Advisors, LLC | 18,535 | $347.2 萬 | 0.25% | −104−0.6% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 18,409 | $344.9 萬 | 0.20% | +2,636+16.7% | 加碼 |
| Cullen Capital Management LLC | 18,289 | $342.6 萬 | 0.05% | −6,048−24.9% | 減碼 |
| Everence Capital Management Inc | 18,254 | $342.0 萬 | 0.24% | +6,060+49.7% | 加碼 |
| WP Advisors, LLC | 18,243 | $341.8 萬 | 1.27% | −39−0.2% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 18,222 | $341.4 萬 | 0.09% | −142−0.8% | 減碼 |
| M. Kulyk & Associates, LLC | 18,170 | $340.4 萬 | 0.79% | −900−4.7% | 減碼 |
| Hilltop Holdings Inc. | 18,160 | $340.2 萬 | 0.39% | +13,925+328.8% | 加碼 |
| Mount Vernon Associates Inc | 18,146 | $339.9 萬 | 3.33% | −200−1.1% | 減碼 |
| Goelzer Investment Management, Inc. | 18,141 | $339.9 萬 | 0.22% | −1,267−6.5% | 減碼 |
| Selway Asset Management | 18,137 | $339.8 萬 | 1.43% | +392+2.2% | 加碼 |
| Toroso Investments, LLC | 18,034 | $337.8 萬 | 0.08% | +1,289+7.7% | 加碼 |
| Pacifica Capital Investments, LLC | 18,020 | $337.6 萬 | 1.00% | −275−1.5% | 減碼 |
| Cetera Advisors LLC | 17,989 | $337.0 萬 | 0.05% | +432+2.5% | 加碼 |
| Callahan Advisors, LLC | 17,957 | $336.4 萬 | 0.39% | −24−0.1% | 減碼 |
| Condor Capital Management | 17,898 | $335.3 萬 | 0.36% | +3,132+21.2% | 加碼 |
| Elgethun Capital Management | 17,891 | $335.1 萬 | 0.95% | −186−1.0% | 減碼 |
| Richard Bernstein Advisors LLC | 17,834 | $334.1 萬 | 0.07% | −2,402−11.9% | 減碼 |
| Connable Office Inc | 17,803 | $333.5 萬 | 0.40% | −72−0.4% | 減碼 |
| Bill Few Associates, Inc. | 17,705 | $331.7 萬 | 1.51% | −140−0.8% | 減碼 |
| NVWM, LLC | 17,703 | $331.7 萬 | 0.99% | −162−0.9% | 減碼 |
| Avantax Advisory Services, Inc. | 17,666 | $331.0 萬 | 0.03% | +3,731+26.8% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 17,528 | $328.4 萬 | 1.80% | −11,714−40.1% | 減碼 |
| Glenview Trust Co | 17,509 | $328.0 萬 | 0.08% | +1,979+12.7% | 加碼 |