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 |
|---|---|---|---|---|---|
| Strata Wealth Advisors, LLC | 17,479 | $327.5 萬 | 1.29% | +17,479 | 新進 |
| Groupama Asset Managment | 17,450 | $327.0 萬 | 0.09% | +17,450 | 新進 |
| Veriti Management LLC | 17,392 | $325.8 萬 | 0.29% | +8,995+107.1% | 加碼 |
| Mathes Company, Inc. | 17,315 | $324.4 萬 | 1.34% | +25+0.1% | 加碼 |
| Meiji Yasuda Life Insurance Co | 17,245 | $323.1 萬 | 0.07% | −4,119−19.3% | 減碼 |
| Shelton Capital Management | 17,208 | $322.4 萬 | 0.10% | −6,312−26.8% | 減碼 |
| Lakeview Capital Partners, LLC | 17,165 | $321.6 萬 | 0.57% | −3,208−15.7% | 減碼 |
| Pring Turner Capital Group Inc | 16,973 | $318.0 萬 | 2.43% | 00.0% | 不變 |
| Panagora Asset Management Inc | 16,911 | $316.8 萬 | 0.02% | −28,896−63.1% | 減碼 |
| NorthRock Partners, LLC | 16,835 | $315.4 萬 | 0.13% | +12,068+253.2% | 加碼 |
| Resonant Capital Advisors, LLC | 16,760 | $314.0 萬 | 0.30% | −1,260−7.0% | 減碼 |
| Lodestone Wealth Management LLC | 16,687 | $312.6 萬 | 1.82% | −140−0.8% | 減碼 |
| Nemes Rush Group LLC | 16,664 | $312.2 萬 | 0.50% | −121−0.7% | 減碼 |
| NewEdge Wealth, LLC | 16,519 | $309.5 萬 | 0.08% | +2,960+21.8% | 加碼 |
| Canandaigua National Bank & Trust Co | 16,385 | $307.0 萬 | 0.47% | −562−3.3% | 減碼 |
| Integrated Wealth Concepts LLC | 16,285 | $305.1 萬 | 0.05% | −1,986−10.9% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 16,082 | $301.3 萬 | 0.09% | −413−2.5% | 減碼 |
| Ostrum Asset Management | 16,039 | $300.5 萬 | 0.26% | +1,497+10.3% | 加碼 |
| Brave Asset Management Inc | 16,038 | $300.5 萬 | 0.85% | +42+0.3% | 加碼 |
| Ballentine Partners, LLC | 15,824 | $296.4 萬 | 0.06% | +2,945+22.9% | 加碼 |
| Azimuth Capital Investment Management LLC | 15,791 | $295.8 萬 | 0.13% | −2,439−13.4% | 減碼 |
| Acadian Asset Management LLC | 15,791 | $295.7 萬 | 0.01% | +8,652+121.2% | 加碼 |
| Lincoln Capital LLC | 15,733 | $294.8 萬 | 0.72% | +75+0.5% | 加碼 |
| Boston Private Wealth LLC | 15,659 | $293.4 萬 | 0.07% | −5,379−25.6% | 減碼 |
| Valeo Financial Advisors, LLC | 15,617 | $292.6 萬 | 0.12% | +1,407+9.9% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 15,534 | $291.0 萬 | 0.30% | −212−1.3% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 15,489 | $290.2 萬 | 0.01% | +1,538+11.0% | 加碼 |
| Empire Financial Management Company, LLC | 15,413 | $288.8 萬 | 1.13% | +325+2.2% | 加碼 |
| Bell & Brown Wealth Advisors, LLC | 15,390 | $288.3 萬 | 1.34% | +15,390 | 新進 |
| Pettee Investors, Inc. | 15,366 | $287.9 萬 | 1.27% | −200−1.3% | 減碼 |
| FJ Investments, LLC | 15,200 | $284.8 萬 | 0.14% | +15,200 | 新進 |
| Compass Wealth Management LLC | 15,084 | $282.6 萬 | 0.79% | −200−1.3% | 減碼 |
| Tower Bridge Advisors | 15,077 | $282.5 萬 | 0.24% | −50−0.3% | 減碼 |
| Sequoia Financial Advisors, LLC | 14,850 | $278.2 萬 | 0.03% | +4,153+38.8% | 加碼 |
| William Allan, LLC | 14,797 | $277.2 萬 | 1.99% | −827−5.3% | 減碼 |
| Evercore Wealth Management, LLC | 14,764 | $276.6 萬 | 0.05% | −163−1.1% | 減碼 |
| Bulltick Wealth Management, LLC | 14,748 | $276.3 萬 | 0.63% | +268+1.9% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 14,707 | $275.5 萬 | 0.30% | +1,633+12.5% | 加碼 |
| Chartwell Investment Partners, LLC | 14,687 | $275.1 萬 | 0.10% | +1,154+8.5% | 加碼 |
| Conscious Wealth Investments, LLC | 14,612 | $274.8 萬 | 2.19% | +14,612 | 新進 |
| Intrinsic Value Partners, LLC | 14,649 | $274.4 萬 | 3.20% | −180−1.2% | 減碼 |
| Kanawha Capital Management LLC | 14,552 | $272.6 萬 | 0.25% | −201−1.4% | 減碼 |
| Valicenti Advisory Services Inc | 14,430 | $270.3 萬 | 0.82% | +14,430 | 新進 |
| Trust Co of Vermont | 14,364 | $269.1 萬 | 0.18% | −12,238−46.0% | 減碼 |
| Eads & Heald Wealth Management | 14,358 | $269.0 萬 | 1.29% | −205−1.4% | 減碼 |
| Wynn Capital, LLC | 14,315 | $268.2 萬 | 2.19% | +14,315 | 新進 |
| Park Avenue Securities LLC | 14,256 | $267.1 萬 | 0.04% | +3,503+32.6% | 加碼 |
| Alps Advisors Inc | 14,256 | $267.1 萬 | 0.02% | +394+2.8% | 加碼 |
| Investment Advisory Services Inc | 14,179 | $265.6 萬 | 1.05% | −158−1.1% | 減碼 |
| Rehmann Capital Advisory Group | 14,128 | $264.7 萬 | 0.22% | −570−3.9% | 減碼 |
| Concurrent Investment Advisors, LLC | 14,041 | $263.0 萬 | 0.12% | +14,041 | 新進 |
| Webster Bank, N. A. | 14,040 | $263.0 萬 | 0.32% | −395−2.7% | 減碼 |
| Brendel Financial Advisors LLC | 14,021 | $262.7 萬 | 1.72% | +14,021 | 新進 |
| Equitable Holdings, Inc. | 14,009 | $262.5 萬 | 0.03% | +2,385+20.5% | 加碼 |
| Townsend & Associates, Inc | 14,028 | $260.7 萬 | 0.33% | +68+0.5% | 加碼 |
| TCTC Holdings, LLC | 13,838 | $259.2 萬 | 0.09% | +133+1.0% | 加碼 |
| Grandfield & Dodd, LLC | 13,800 | $258.5 萬 | 0.18% | −850−5.8% | 減碼 |
| Benedict Financial Advisors Inc | 13,784 | $258.2 萬 | 0.70% | +355+2.6% | 加碼 |
| Proequities, Inc. | 13,780 | $258.2 萬 | 0.18% | −1,019−6.9% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 13,778 | $258.1 萬 | 0.14% | +480+3.6% | 加碼 |
| Caliber Wealth Management, LLC | 13,751 | $257.6 萬 | 1.51% | +454+3.4% | 加碼 |
| Fort Sheridan Advisors LLC | 13,682 | $256.3 萬 | 0.51% | 00.0% | 不變 |
| Sawtooth Solutions, LLC | 13,669 | $256.1 萬 | 0.07% | +1,102+8.8% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 13,634 | $255.4 萬 | 0.23% | 00.0% | 不變 |
| Boston Family Office LLC | 13,602 | $254.8 萬 | 0.19% | −110−0.8% | 減碼 |
| Peoples Financial Services Corp. | 13,571 | $254.2 萬 | 1.10% | −260−1.9% | 減碼 |
| TD Private Client Wealth LLC | 13,547 | $253.8 萬 | 0.09% | +49+0.4% | 加碼 |
| Columbia Asset Management | 13,539 | $253.6 萬 | 0.52% | +114+0.8% | 加碼 |
| Invesco, LLC | 13,475 | $252.4 萬 | 1.17% | −110−0.8% | 減碼 |
| Greenfield Savings Bank | 13,440 | $251.8 萬 | 1.46% | +248+1.9% | 加碼 |
| CAPROCK Group, Inc. | 13,417 | $251.4 萬 | 0.16% | +593+4.6% | 加碼 |
| Impax Asset Management Group plc | 13,409 | $251.2 萬 | 0.01% | +181+1.4% | 加碼 |
| First Dallas Securities Inc. | 13,374 | $250.5 萬 | 1.29% | +11,849+777.0% | 加碼 |
| Colonial Trust Co | 13,365 | $250.4 萬 | 0.52% | +1,987+17.5% | 加碼 |
| Commerzbank Aktiengesellschaft | 13,360 | $250.3 萬 | 0.10% | −24,644−64.8% | 減碼 |
| Welch Group, LLC | 13,342 | $249.9 萬 | 0.13% | +1,000+8.1% | 加碼 |
| Gladstone Institutional Advisory LLC | 13,321 | $249.6 萬 | 0.14% | +531+4.2% | 加碼 |
| Lincoln National Corp | 13,317 | $249.5 萬 | 0.04% | +676+5.3% | 加碼 |
| Vestcor Inc | 13,314 | $249.4 萬 | 0.08% | −143−1.1% | 減碼 |
| Apollon Wealth Management, LLC | 13,205 | $247.4 萬 | 0.09% | +6,705+103.2% | 加碼 |
| Traverso Chambers Private Wealth Management, LLC | 13,191 | $247.1 萬 | 0.60% | 00.0% | 不變 |
| South State Corp. | 13,143 | $246.2 萬 | 0.21% | +11,788+870.0% | 加碼 |
| Cullen Investment Group, Ltd. | 13,130 | $246.0 萬 | 0.43% | +13,130 | 新進 |
| Smith, Salley & Associates | 13,094 | $245.3 萬 | 0.16% | +300+2.3% | 加碼 |
| Quadrant Capital Group LLC | 13,004 | $243.6 萬 | 0.21% | +320+2.5% | 加碼 |
| Coldstream Capital Management Inc | 12,982 | $243.2 萬 | 0.07% | +989+8.2% | 加碼 |
| Sawyer & Company, Inc | 12,845 | $240.6 萬 | 1.06% | −550−4.1% | 減碼 |
| West Oak Capital, LLC | 13,217 | $240.6 萬 | 1.13% | +123+0.9% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 12,835 | $240.5 萬 | 1.73% | −685−5.1% | 減碼 |
| Montag A & Associates Inc | 12,795 | $239.7 萬 | 0.13% | +548+4.5% | 加碼 |
| Teamwork Financial Advisors, LLC | 12,762 | $239.1 萬 | 0.41% | −27,940−68.6% | 減碼 |
| Cito Capital Group, LLC | 12,750 | $238.9 萬 | 1.02% | +200+1.6% | 加碼 |
| Jacobi Capital Management LLC | 12,716 | $238.2 萬 | 0.24% | −196−1.5% | 減碼 |
| Herbst Group, LLC | 12,706 | $238.0 萬 | 1.53% | +106+0.8% | 加碼 |
| Insight Inv LLC | 12,696 | $237.8 萬 | 2.33% | +70+0.6% | 加碼 |
| Signaturefd, LLC | 12,643 | $236.9 萬 | 0.05% | +744+6.3% | 加碼 |
| Cornercap Investment Counsel Inc | 12,621 | $236.4 萬 | 0.39% | +6,771+115.7% | 加碼 |
| Ahl Investment Management, Inc. | 12,596 | $236.0 萬 | 1.93% | −70−0.6% | 減碼 |
| GFG Capital, LLC | 12,459 | $233.4 萬 | 0.63% | −140−1.1% | 減碼 |
| Aviance Capital Partners, LLC | 12,391 | $232.1 萬 | 0.50% | 00.0% | 不變 |