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。
2024 年第 1 季 13F 持有人
American Express Co 在 2024/3/31 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
- 2,316
- 較 2023 年第 4 季 +153 家
- 持有股數
- 6.13 億
- 較 2023 年第 4 季 +239.2 萬 (+0.4%)
- 總市值
- $1,395 億
- 較 2023 年第 4 季 +$251.4 億 (+22.0%)
- 新進機構
- 251
- 另有 765 家加碼
- 清倉機構
- 98
- 另有 897 家減碼
另有 29 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Mitchell Sinkler & Starr | 3,000 | $68.3 萬 | 0.17% | +700+30.4% | 加碼 |
| Weybosset Research & Management LLC | 1,150 | $68.4 萬 | 0.52% | 00.0% | 不變 |
| Vivid Wealth Management, LLC | 3,006 | $68.4 萬 | 0.43% | +37+1.2% | 加碼 |
| SeaCrest Wealth Management, LLC | 3,012 | $68.6 萬 | 0.08% | −629−17.3% | 減碼 |
| Meridian Wealth Management, LLC | 3,015 | $68.6 萬 | 0.11% | −79−2.6% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 3,019 | $68.8 萬 | 0.04% | +4+0.1% | 加碼 |
| Clean Yield Group | 3,032 | $69.0 萬 | 0.27% | −100−3.2% | 減碼 |
| ERn Financial, LLC | 3,035 | $69.1 萬 | 0.12% | 00.0% | 不變 |
| Cary Street Partners Asset Management LLC | 3,039 | $69.2 萬 | 0.11% | −50−1.6% | 減碼 |
| Abbrea Capital, LLC | 3,042 | $69.3 萬 | 0.09% | 00.0% | 不變 |
| Financial Management Network Inc | 3,163 | $69.5 萬 | 0.18% | −163−4.9% | 減碼 |
| Bath Savings Trust Co | 3,064 | $69.8 萬 | 0.07% | +56+1.9% | 加碼 |
| Alpha Cubed Investments, LLC | 3,066 | $69.8 萬 | 0.04% | +1,716+127.1% | 加碼 |
| Hoylecohen, LLC | 3,087 | $70.3 萬 | 0.05% | +100+3.3% | 加碼 |
| Outlook Wealth Advisors, LLC | 3,090 | $70.4 萬 | 0.22% | −270−8.0% | 減碼 |
| Portside Wealth Group, LLC | 3,090 | $70.4 萬 | 0.13% | −351−10.2% | 減碼 |
| Zullo Investment Group, Inc. | 3,090 | $70.4 萬 | 0.33% | +77+2.6% | 加碼 |
| Ridgewood Investments LLC | 3,091 | $70.4 萬 | 0.37% | 00.0% | 不變 |
| Fort Pitt Capital Group, LLC | 3,102 | $70.6 萬 | 0.02% | −129−4.0% | 減碼 |
| Purus Wealth Management, LLC | 3,108 | $70.8 萬 | 0.35% | −20−0.6% | 減碼 |
| Exchange Bank | 3,109 | $70.8 萬 | 0.58% | 00.0% | 不變 |
| Engineers Gate Manager LP | 3,112 | $70.9 萬 | 0.02% | −2,768−47.1% | 減碼 |
| McGlone Suttner Wealth Management, Inc. | 3,123 | $71.1 萬 | 0.13% | +739+31.0% | 加碼 |
| Old Mission Investment Co LLC | 3,130 | $71.3 萬 | 0.24% | +4+0.1% | 加碼 |
| SYSTM Wealth Solutions LLC | 3,132 | $71.3 萬 | 0.09% | −187−5.6% | 減碼 |
| Westmount Partners, LLC | 3,132 | $71.3 萬 | 0.26% | +24+0.8% | 加碼 |
| Eagle Ridge Investment Management | 3,139 | $71.5 萬 | 0.07% | 00.0% | 不變 |
| Olistico Wealth, LLC | 3,145 | $71.6 萬 | 0.52% | +1,004+46.9% | 加碼 |
| Pekin Hardy Strauss, Inc. | 3,175 | $72.3 萬 | 0.10% | +375+13.4% | 加碼 |
| First International Bank & Trust | 3,185 | $72.5 萬 | 0.25% | +256+8.7% | 加碼 |
| Atomi Financial Group, Inc. | 3,192 | $72.7 萬 | 0.07% | +462+16.9% | 加碼 |
| Altfest L J & Co Inc | 3,191 | $72.7 萬 | 0.11% | −49−1.5% | 減碼 |
| Cipher Capital LP | 3,193 | $72.7 萬 | 0.34% | +1,422+80.3% | 加碼 |
| Teza Capital Management LLC | 3,196 | $72.8 萬 | 0.10% | −5,577−63.6% | 減碼 |
| SignalPoint Asset Management, LLC | 3,205 | $73.0 萬 | 0.20% | +10.0% | 加碼 |
| Tompkins Financial Corp | 3,216 | $73.2 萬 | 0.08% | 00.0% | 不變 |
| Matrix Asset Advisors Inc | 3,228 | $73.5 萬 | 0.09% | 00.0% | 不變 |
| Custom Index Systems, LLC | 3,245 | $73.9 萬 | 0.42% | +228+7.6% | 加碼 |
| First Foundation Advisors | 3,261 | $74.3 萬 | 0.03% | +220+7.2% | 加碼 |
| Aaron Wealth Advisors | 3,267 | $74.4 萬 | 0.11% | +322+10.9% | 加碼 |
| SPC Financial, Inc. | 3,271 | $74.5 萬 | 0.07% | 00.0% | 不變 |
| Sigma Investment Counselors Inc | 3,273 | $74.5 萬 | 0.05% | 00.0% | 不變 |
| Somerville Kurt F | 3,285 | $74.8 萬 | 0.13% | 00.0% | 不變 |
| IFP Advisors, Inc | 3,287 | $74.8 萬 | 0.03% | +156+5.0% | 加碼 |
| Hartford Financial Management Inc. | 3,288 | $74.9 萬 | 0.16% | 00.0% | 不變 |
| Maven Securities LTD | 3,288 | $74.9 萬 | 0.04% | +3,288 | 新進 |
| Geller Advisors LLC | 3,309 | $75.3 萬 | 0.06% | +71+2.2% | 加碼 |
| Atlanta Consulting Group Advisors, LLC | 3,318 | $75.6 萬 | 0.26% | +3,318 | 新進 |
| Gratus Wealth Advisors, LLC | 3,480 | $75.7 萬 | 0.14% | +1,805+107.8% | 加碼 |
| Bell Bank | 3,327 | $75.8 萬 | 0.07% | +3,327 | 新進 |
| Lifeworks Advisors, LLC | 3,347 | $76.2 萬 | 0.21% | −131−3.8% | 減碼 |
| Defined Wealth Management, LLC | 3,347 | $76.2 萬 | 0.55% | −82−2.4% | 減碼 |
| Cornerstone Wealth Group, LLC | 3,347 | $76.2 萬 | 0.07% | +332+11.0% | 加碼 |
| Kovack Advisors, Inc. | 3,351 | $76.3 萬 | 0.09% | +270+8.8% | 加碼 |
| International Assets Investment Management, LLC | 3,356 | $76.4 萬 | 0.08% | −51,476−93.9% | 減碼 |
| Philadelphia Trust Co | 3,357 | $76.4 萬 | 0.06% | 00.0% | 不變 |
| Aspen Investment Management Inc | 3,355 | $76.4 萬 | 0.39% | +34+1.0% | 加碼 |
| Carnegie Capital Asset Management, LLC | 3,362 | $76.6 萬 | 0.02% | −225−6.3% | 減碼 |
| Wolverine Trading, LLC | 3,371 | $76.8 萬 | 0.01% | −1,778−34.5% | 減碼 |
| Tanager Wealth Management LLP | 3,386 | $77.1 萬 | 0.12% | +209+6.6% | 加碼 |
| MidWestOne Financial Group, Inc. | 3,404 | $77.5 萬 | 0.14% | 00.0% | 不變 |
| Plancorp, LLC | 3,409 | $77.6 萬 | 0.03% | +107+3.2% | 加碼 |
| Richwood Investment Advisors, LLC | 3,410 | $77.7 萬 | 0.69% | −10.0% | 減碼 |
| AlTi Global, Inc. | 3,419 | $77.9 萬 | 0.02% | +2,059+151.4% | 加碼 |
| Resolute Wealth Strategies, LLC | 3,422 | $77.9 萬 | 0.47% | −210−5.8% | 減碼 |
| Cetera Trust Company, N.A | 3,435 | $78.2 萬 | 0.47% | 00.0% | 不變 |
| Cidel Asset Management Inc | 3,445 | $78.4 萬 | 0.06% | −128−3.6% | 減碼 |
| US Asset Management LLC | 3,456 | $78.7 萬 | 0.71% | −49−1.4% | 減碼 |
| Congress Wealth Management LLC | 3,478 | $79.2 萬 | 0.01% | −6,568−65.4% | 減碼 |
| LVW Advisors, LLC | 3,484 | $79.3 萬 | 0.13% | +39+1.1% | 加碼 |
| Linscomb & Williams, Inc. | 3,510 | $79.9 萬 | 0.04% | −330−8.6% | 減碼 |
| Navellier & Associates Inc | 3,526 | $80.3 萬 | 0.10% | 00.0% | 不變 |
| Hills Bank & Trust Co | 3,528 | $80.3 萬 | 0.07% | −2−0.1% | 減碼 |
| Lazari Capital Management, Inc. | 3,530 | $80.4 萬 | 0.44% | −100−2.8% | 減碼 |
| Alerus Financial NA | 3,550 | $80.8 萬 | 0.06% | −16−0.4% | 減碼 |
| BSW Wealth Partners | 3,556 | $81.0 萬 | 0.14% | +273+8.3% | 加碼 |
| Cornerstone Wealth Management, LLC | 3,559 | $81.0 萬 | 0.07% | +56+1.6% | 加碼 |
| Wesbanco Bank Inc | 3,559 | $81.0 萬 | 0.03% | +512+16.8% | 加碼 |
| Heritage Wealth Advisors | 3,561 | $81.1 萬 | 0.04% | 00.0% | 不變 |
| Oak Asset Management, LLC | 3,580 | $81.5 萬 | 0.30% | 00.0% | 不變 |
| Saybrook Capital | 3,600 | $82.0 萬 | 0.22% | 00.0% | 不變 |
| Estabrook Capital Management | 3,609 | $82.2 萬 | 0.13% | −405−10.1% | 減碼 |
| Aries Wealth Management | 3,614 | $82.3 萬 | 0.27% | −35−1.0% | 減碼 |
| Friedenthal Financial | 3,653 | $83.2 萬 | 0.51% | +3,653 | 新進 |
| LGL Partners, LLC | 3,653 | $83.2 萬 | 0.14% | +10.0% | 加碼 |
| Belpointe Asset Management LLC | 3,656 | $83.3 萬 | 0.06% | +968+36.0% | 加碼 |
| Borer Denton & Associates, Inc. | 3,662 | $83.4 萬 | 0.30% | +135+3.8% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 3,662 | $83.4 萬 | 0.13% | 00.0% | 不變 |
| Delta Investment Management, LLC | 3,673 | $83.6 萬 | 0.19% | −89−2.4% | 減碼 |
| Breakwater Capital Group | 3,708 | $84.4 萬 | 0.21% | +29+0.8% | 加碼 |
| Harvest Fund Management Co., Ltd | 3,716 | $84.6 萬 | 0.08% | +3,680+10,222.2% | 加碼 |
| Passumpsic Savings Bank | 3,734 | $85.0 萬 | 0.54% | +3,734 | 新進 |
| Thoroughbred Financial Services, LLC | 3,761 | $85.6 萬 | 0.08% | −4,467−54.3% | 減碼 |
| Canopy Partners, LLC | 3,773 | $85.9 萬 | 0.42% | +297+8.5% | 加碼 |
| Sunflower Bank, N.A. | 3,790 | $86.3 萬 | 0.19% | 00.0% | 不變 |
| Basepoint Wealth LLC | 3,791 | $86.3 萬 | 0.65% | −496−11.6% | 減碼 |
| Solitude Financial Services | 3,793 | $86.4 萬 | 0.40% | +143+3.9% | 加碼 |
| River & Mercantile Asset Management LLP | 3,803 | $86.6 萬 | 0.22% | −43−1.1% | 減碼 |
| Orleans Capital Management Corp | 3,815 | $86.9 萬 | 0.57% | +435+12.9% | 加碼 |
| Mayflower Financial Advisors, LLC | 3,817 | $86.9 萬 | 0.15% | +473+14.1% | 加碼 |