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 |
|---|---|---|---|---|---|
| NEOS Investment Management LLC | 12,372 | $231.8 萬 | 0.22% | +1,062+9.4% | 加碼 |
| Bleakley Financial Group, LLC | 12,362 | $231.6 萬 | 0.07% | −205−1.6% | 減碼 |
| SOL Capital Management CO | 12,348 | $231.3 萬 | 0.31% | +975+8.6% | 加碼 |
| Geo Capital Gestora de Recursos Ltd | 12,346 | $231.3 萬 | 2.66% | +6,487+110.7% | 加碼 |
| Personal Cfo Solutions, LLC | 12,301 | $230.5 萬 | 0.40% | −3,659−22.9% | 減碼 |
| Profund Advisors LLC | 12,301 | $230.4 萬 | 0.10% | +1,345+12.3% | 加碼 |
| Schechter Investment Advisors, LLC | 12,222 | $229.0 萬 | 0.20% | +389+3.3% | 加碼 |
| Bank of Stockton | 12,402 | $227.2 萬 | 0.75% | −596−4.6% | 減碼 |
| Trust Co of Toledo NA | 12,092 | $226.5 萬 | 0.39% | −431−3.4% | 減碼 |
| Independent Investors Inc | 12,000 | $224.8 萬 | 0.52% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 11,996 | $224.7 萬 | 0.15% | −5,380−31.0% | 減碼 |
| Focus Financial Network Inc | 11,966 | $224.2 萬 | 0.08% | +11,966 | 新進 |
| Insigneo Advisory Services, LLC | 11,909 | $223.1 萬 | 0.31% | +3,303+38.4% | 加碼 |
| SageView Advisory Group, LLC | 10,924 | $223.0 萬 | 0.10% | +5,997+121.7% | 加碼 |
| BNC Wealth Management, LLC | 11,800 | $221.1 萬 | 1.04% | +691+6.2% | 加碼 |
| Xcel Wealth Management, LLC | 11,773 | $220.6 萬 | 0.77% | −750−6.0% | 減碼 |
| Caldwell Trust Co | 11,743 | $220.0 萬 | 0.28% | +95+0.8% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 11,728 | $219.7 萬 | 0.58% | +30+0.3% | 加碼 |
| Bull Street Advisors, LLC | 11,727 | $219.7 萬 | 1.11% | −65−0.6% | 減碼 |
| Moody National Bank Trust Division | 11,697 | $219.1 萬 | 0.17% | −7,714−39.7% | 減碼 |
| Scotia Capital Inc. | 11,692 | $219.0 萬 | 0.01% | +565+5.1% | 加碼 |
| Valueworks LLC | 11,678 | $218.8 萬 | 0.74% | −368−3.1% | 減碼 |
| Bailard, Inc. | 11,667 | $218.6 萬 | 0.06% | +378+3.3% | 加碼 |
| Lowe Brockenbrough & Co Inc | 11,632 | $217.9 萬 | 0.17% | +170+1.5% | 加碼 |
| BLB&B Advisors, LLC | 11,622 | $217.7 萬 | 0.14% | −40−0.3% | 減碼 |
| Lindsell Train Ltd大師Lindsell Train | 11,600 | $217.3 萬 | 0.04% | 00.0% | 不變 |
| Global Wealth Management Investment Advisory, Inc. | 11,587 | $217.1 萬 | 0.56% | +609+5.5% | 加碼 |
| Arcus Capital Partners, LLC | 11,583 | $217.0 萬 | 0.76% | 00.0% | 不變 |
| Fruth Investment Management | 11,550 | $216.3 萬 | 0.61% | 00.0% | 不變 |
| Nicholas Hoffman & Company, LLC. | 11,531 | $216.0 萬 | 0.13% | −263−2.2% | 減碼 |
| Aristotle Capital Management, LLC | 11,530 | $216.0 萬 | 0.00% | 00.0% | 不變 |
| QV Investors Inc. | 11,530 | $216.0 萬 | 0.19% | −280−2.4% | 減碼 |
| Argus Investors' Counsel, Inc. | 11,470 | $214.9 萬 | 1.38% | +670+6.2% | 加碼 |
| BKD Wealth Advisors, LLC | 11,308 | $211.9 萬 | 0.06% | −687−5.7% | 減碼 |
| Haverford Trust Co | 11,228 | $210.3 萬 | 0.02% | +162+1.5% | 加碼 |
| Private Wealth Partners, LLC | 11,213 | $210.1 萬 | 0.18% | 00.0% | 不變 |
| St. Johns Investment Management Company, LLC | 11,201 | $209.8 萬 | 1.07% | +161+1.5% | 加碼 |
| Empower Advisory Group, LLC | 11,172 | $209.3 萬 | 0.01% | −3,451−23.6% | 減碼 |
| New Millennium Group LLC | 11,142 | $208.7 萬 | 1.85% | +10,636+2,102.0% | 加碼 |
| Deane Retirement Strategies, Inc. | 11,133 | $208.6 萬 | 1.14% | +31+0.3% | 加碼 |
| Foundations Investment Advisors, LLC | 10,251 | $208.3 萬 | 0.06% | +573+5.9% | 加碼 |
| First National Trust Co | 11,058 | $207.2 萬 | 0.09% | −3,439−23.7% | 減碼 |
| Buttonwood Financial Advisors Inc. | 11,048 | $207.0 萬 | 1.13% | −222−2.0% | 減碼 |
| Insight Wealth Strategies, LLC | 11,046 | $206.9 萬 | 0.33% | +807+7.9% | 加碼 |
| Gifford Fong Associates | 11,000 | $206.1 萬 | 0.44% | 00.0% | 不變 |
| Americana Partners, LLC | 10,414 | $205.8 萬 | 0.20% | −438−4.0% | 減碼 |
| Parallel Advisors, LLC | 10,967 | $205.5 萬 | 0.06% | −123−1.1% | 減碼 |
| Fulton Bank, N.A. | 10,951 | $205.2 萬 | 0.09% | +595+5.7% | 加碼 |
| KWB Wealth | 10,892 | $204.1 萬 | 0.29% | +180+1.7% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 10,868 | $203.6 萬 | 0.50% | +206+1.9% | 加碼 |
| Vise Technologies, Inc. | 10,837 | $203.0 萬 | 0.44% | +292+2.8% | 加碼 |
| Rathbone Brothers plc | 10,812 | $202.6 萬 | 0.01% | −12−0.1% | 減碼 |
| Change Path, LLC | 10,671 | $199.9 萬 | 0.13% | −10.0% | 減碼 |
| Plimoth Trust Co LLC | 10,562 | $197.9 萬 | 0.57% | −59−0.6% | 減碼 |
| KCM Investment Advisors LLC | 10,543 | $197.5 萬 | 0.08% | −787−6.9% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 10,418 | $195.2 萬 | 0.05% | −309−2.9% | 減碼 |
| Sawgrass Asset Management LLC | 10,417 | $195.2 萬 | 0.22% | +14+0.1% | 加碼 |
| Guardian Capital LP | 10,388 | $194.6 萬 | 0.07% | 00.0% | 不變 |
| Wolf Group Capital Advisors | 11,159 | $194.4 萬 | 0.92% | +317+2.9% | 加碼 |
| Principal Securities, Inc. | 10,329 | $193.5 萬 | 0.07% | +10,329 | 新進 |
| Headlands Technologies LLC | 10,284 | $192.7 萬 | 0.57% | +158+1.6% | 加碼 |
| Rockland Trust Co | 10,246 | $191.9 萬 | 0.11% | −3,263−24.2% | 減碼 |
| Eqis Capital Management, Inc. | 10,212 | $191.3 萬 | 0.16% | −935−8.4% | 減碼 |
| Bigelow Investment Advisors, LLC | 10,189 | $190.9 萬 | 1.03% | +160+1.6% | 加碼 |
| Stock Yards Bank & Trust Co | 10,183 | $190.8 萬 | 0.07% | −178−1.7% | 減碼 |
| Jefferies Financial Group Inc. | 10,183 | $190.8 萬 | 0.03% | +7,210+242.5% | 加碼 |
| Pinnacle Holdings, LLC | 10,136 | $189.9 萬 | 0.78% | −80−0.8% | 減碼 |
| Beverly Hills Private Wealth, LLC | 10,115 | $189.5 萬 | 0.49% | −289−2.8% | 減碼 |
| JLB & Associates Inc | 10,079 | $188.8 萬 | 0.27% | +3,059+43.6% | 加碼 |
| Cunning Capital Partners, LP | 10,070 | $188.7 萬 | 1.18% | 00.0% | 不變 |
| Congress Wealth Management LLC | 10,046 | $188.2 萬 | 0.03% | +6,654+196.2% | 加碼 |
| Doheny Asset Management | 10,035 | $188.0 萬 | 1.84% | −1,050−9.5% | 減碼 |
| Mission Wealth Management, LP | 9,998 | $187.3 萬 | 0.06% | +178+1.8% | 加碼 |
| Vinva Investment Management Ltd | 9,963 | $187.1 萬 | 0.13% | +927+10.3% | 加碼 |
| Wintrust Investments LLC | 9,948 | $186.4 萬 | 0.18% | −273−2.7% | 減碼 |
| Qtron Investments LLC | 9,945 | $186.3 萬 | 0.31% | +1,063+12.0% | 加碼 |
| NTV Asset Management LLC | 9,940 | $186.2 萬 | 0.31% | 00.0% | 不變 |
| Financial Security Advisor, Inc. | 9,926 | $186.0 萬 | 0.73% | +27+0.3% | 加碼 |
| Horizon Investments, LLC | 9,944 | $185.7 萬 | 0.05% | −591−5.6% | 減碼 |
| Penobscot Investment Management Company, Inc. | 9,859 | $184.7 萬 | 0.22% | −600−5.7% | 減碼 |
| Chicago Capital, LLC | 9,849 | $184.5 萬 | 0.07% | 00.0% | 不變 |
| Everett Harris & Co | 9,845 | $184.4 萬 | 0.03% | −19−0.2% | 減碼 |
| Proficio Capital Partners LLC | 9,828 | $184.1 萬 | 0.23% | +6,748+219.1% | 加碼 |
| J.W. Cole Advisors, Inc. | 9,806 | $183.7 萬 | 0.11% | +2,572+35.6% | 加碼 |
| Arete Wealth Advisors, LLC | 9,751 | $182.7 萬 | 0.14% | +2,158+28.4% | 加碼 |
| Bridgewater Associates, LP | 9,727 | $182.2 萬 | 0.01% | +1,369+16.4% | 加碼 |
| Trustco Bank Corp N Y | 9,716 | $182.0 萬 | 1.97% | +82+0.9% | 加碼 |
| Joel Isaacson & Co., LLC | 9,687 | $181.5 萬 | 0.11% | +1,904+24.5% | 加碼 |
| Caxton Associates LP | 9,659 | $181.0 萬 | 0.09% | +6,849+243.7% | 加碼 |
| Inlet Private Wealth, LLC | 9,655 | $180.9 萬 | 0.55% | 00.0% | 不變 |
| Knuff & Co LLC | 9,650 | $180.8 萬 | 0.66% | −250−2.5% | 減碼 |
| VisionPoint Advisory Group, LLC | 9,638 | $180.6 萬 | 0.67% | −212−2.2% | 減碼 |
| DoubleLine ETF Adviser LP | 9,617 | $180.2 萬 | 0.52% | +656+7.3% | 加碼 |
| FOCUS Wealth Advisors, LLC | 9,572 | $179.3 萬 | 1.13% | −83−0.9% | 減碼 |
| Constitution Capital LLC | 9,550 | $178.9 萬 | 1.08% | −168−1.7% | 減碼 |
| Berkshire Bank | 9,536 | $178.6 萬 | 0.47% | +126+1.3% | 加碼 |
| CenterBook Partners LP | 9,505 | $178.1 萬 | 0.22% | −16,768−63.8% | 減碼 |
| Institute for Wealth Management, LLC. | 9,475 | $177.5 萬 | 0.29% | 00.0% | 不變 |
| United Asset Strategies, Inc. | 9,443 | $176.9 萬 | 0.20% | +502+5.6% | 加碼 |
| Investors Asset Management of Georgia Inc | 9,600 | $176.8 萬 | 0.90% | +1,100+12.9% | 加碼 |