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 | 2,913 | $1,748 億 |
| 2025 年第 4 季 | 3,044 | $2,168 億 |
| 2025 年第 3 季 | 2,759 | $1,934 億 |
| 2025 年第 2 季 | 2,720 | $1,899 億 |
| 2025 年第 1 季 | 2,628 | $1,607 億 |
| 2024 年第 4 季 | 2,643 | $1,775 億 |
| 2024 年第 3 季 | 2,460 | $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 |
|---|---|---|---|---|---|
| MTM Investment Management, LLC | 3,828 | $87.2 萬 | 0.36% | 00.0% | 不變 |
| Accredited Investors Inc. | 3,828 | $87.2 萬 | 0.06% | +85+2.3% | 加碼 |
| CWA Asset Management Group, LLC | 3,839 | $87.4 萬 | 0.05% | +435+12.8% | 加碼 |
| Capital Analysts, LLC | 3,862 | $87.9 萬 | 0.04% | +6+0.2% | 加碼 |
| Oakworth Capital, Inc. | 3,872 | $88.2 萬 | 0.07% | −25−0.6% | 減碼 |
| Kingswood Wealth Advisors, LLC | 3,873 | $88.2 萬 | 0.10% | +2,020+109.0% | 加碼 |
| Next Level Private LLC | 3,889 | $88.5 萬 | 0.41% | +1,735+80.5% | 加碼 |
| Sanders Morris Harris LLC | 3,892 | $88.6 萬 | 0.17% | 00.0% | 不變 |
| Modern Wealth Management, LLC | 3,893 | $88.6 萬 | 0.08% | +292+8.1% | 加碼 |
| BigSur Wealth Management LLC | 3,900 | $88.8 萬 | 0.28% | 00.0% | 不變 |
| Culbertson A N & Co Inc | 3,913 | $89.1 萬 | 0.15% | 00.0% | 不變 |
| First Western Trust Bank | 3,921 | $89.3 萬 | 0.04% | −85−2.1% | 減碼 |
| West Coast Financial LLC | 3,925 | $89.4 萬 | 0.11% | +50+1.3% | 加碼 |
| Alexander Randolph Advisory, Inc. | 3,940 | $89.7 萬 | 0.79% | −201−4.9% | 減碼 |
| ASB Consultores, LLC | 3,950 | $89.9 萬 | 0.23% | +2,410+156.5% | 加碼 |
| Private Ocean, LLC | 3,953 | $90.0 萬 | 0.10% | +658+20.0% | 加碼 |
| Salem Investment Counselors Inc | 3,979 | $90.6 萬 | 0.03% | +25+0.6% | 加碼 |
| Evanson Asset Management, LLC | 3,986 | $90.8 萬 | 0.07% | −209−5.0% | 減碼 |
| Centerpoint Advisors, LLC | 3,987 | $90.8 萬 | 0.34% | +75+1.9% | 加碼 |
| American National Bank | 4,026 | $91.7 萬 | 0.12% | +380+10.4% | 加碼 |
| Ipswich Investment Management Co., Inc. | 4,036 | $91.9 萬 | 0.22% | +320+8.6% | 加碼 |
| Morse Asset Management, Inc | 4,040 | $92.0 萬 | 0.23% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 4,041 | $92.0 萬 | 0.14% | −80−1.9% | 減碼 |
| Mango Five Family, Inc. | 4,054 | $92.3 萬 | 0.31% | 00.0% | 不變 |
| Fidelis Capital Partners, LLC | 4,060 | $92.4 萬 | 0.14% | +1,169+40.4% | 加碼 |
| RMB Capital Management, LLC | 4,061 | $92.5 萬 | 0.02% | +379+10.3% | 加碼 |
| WBH Advisory Inc | 4,061 | $92.5 萬 | 0.10% | +14+0.3% | 加碼 |
| Ellevest, Inc. | 4,076 | $92.8 萬 | 0.06% | +227+5.9% | 加碼 |
| Virtus ETF Advisers LLC | 4,081 | $92.9 萬 | 0.49% | +40+1.0% | 加碼 |
| Baldwin Investment Management, LLC | 4,110 | $93.6 萬 | 0.13% | 00.0% | 不變 |
| Householder Group Estate & Retirement Specialist, LLC | 4,122 | $93.9 萬 | 0.28% | −96−2.3% | 減碼 |
| Koshinski Asset Management, Inc. | 4,131 | $94.1 萬 | 0.10% | +107+2.7% | 加碼 |
| GAMMA Investing LLC | 4,162 | $94.8 萬 | 0.19% | +408+10.9% | 加碼 |
| Alhambra Investment Partners LLC | 4,165 | $94.8 萬 | 0.52% | −90−2.1% | 減碼 |
| Essex Financial Services, Inc. | 4,169 | $94.9 萬 | 0.09% | +249+6.4% | 加碼 |
| Prairie Sky Financial Group LLC | 4,181 | $95.2 萬 | 0.57% | 00.0% | 不變 |
| Versor Investments LP | 4,202 | $95.7 萬 | 0.19% | −198−4.5% | 減碼 |
| Lyell Wealth Management, LP | 4,205 | $95.7 萬 | 0.10% | 00.0% | 不變 |
| Wellington Shields & Co., LLC | 4,220 | $96.1 萬 | 0.32% | −100−2.3% | 減碼 |
| Vista Wealth Management Group, LLC | 4,225 | $96.2 萬 | 0.07% | +6+0.1% | 加碼 |
| Boston Financial Mangement LLC | 4,233 | $96.4 萬 | 0.03% | +280+7.1% | 加碼 |
| Clarius Group, LLC | 4,240 | $96.5 萬 | 0.07% | −633−13.0% | 減碼 |
| Baker Avenue Asset Management, LP | 4,240 | $96.5 萬 | 0.04% | −572−11.9% | 減碼 |
| Ronald Blue Trust, Inc. | 4,244 | $96.6 萬 | 0.01% | +856+25.3% | 加碼 |
| Benin Management CORP | 4,254 | $96.9 萬 | 0.31% | +130+3.2% | 加碼 |
| Aspire Private Capital, LLC | 4,254 | $96.9 萬 | 0.26% | +473+12.5% | 加碼 |
| Symmetry Partners, LLC | 4,258 | $97.0 萬 | 0.08% | 00.0% | 不變 |
| Midland Wealth Advisors LLC | 4,282 | $97.5 萬 | 0.06% | −20.0% | 減碼 |
| Lebenthal Global Advisors, LLC | 4,292 | $97.7 萬 | 0.22% | +205+5.0% | 加碼 |
| Red Door Wealth Management, LLC | 4,299 | $97.9 萬 | 0.19% | 00.0% | 不變 |
| Capital Management Associates | 4,308 | $98.1 萬 | 1.17% | −862−16.7% | 減碼 |
| Spire Wealth Management | 4,315 | $98.3 萬 | 0.03% | +42+1.0% | 加碼 |
| Proathlete Wealth Management LLC | 4,318 | $98.3 萬 | 0.52% | −102−2.3% | 減碼 |
| Oxbow Advisors, LLC | 4,353 | $99.1 萬 | 0.14% | 00.0% | 不變 |
| Bond & Devick Financial Network, Inc. | 4,354 | $99.1 萬 | 0.54% | 00.0% | 不變 |
| Sompo Asset Management Co., Ltd. | 4,360 | $99.3 萬 | 0.16% | 00.0% | 不變 |
| Guardian Investment Management | 4,367 | $99.4 萬 | 0.82% | −250−5.4% | 減碼 |
| Schulhoff & Co Inc | 4,370 | $99.5 萬 | 0.44% | 00.0% | 不變 |
| Avantax Planning Partners, Inc. | 4,388 | $99.9 萬 | 0.03% | +508+13.1% | 加碼 |
| Conning Inc. | 4,400 | $100.2 萬 | 0.03% | −120−2.7% | 減碼 |
| Baker Tilly Wealth Management, LLC | 4,402 | $100.2 萬 | 0.18% | −345−7.3% | 減碼 |
| Atlas Brown,Inc. | 4,405 | $100.3 萬 | 0.37% | +40+0.9% | 加碼 |
| Leavell Investment Management, Inc. | 4,425 | $100.8 萬 | 0.06% | −122−2.7% | 減碼 |
| Sage Rhino Capital LLC | 4,431 | $100.9 萬 | 0.24% | +211+5.0% | 加碼 |
| Resources Management Corp | 4,430 | $100.9 萬 | 0.15% | −5−0.1% | 減碼 |
| IFG Advisors, LLC | 4,432 | $100.9 萬 | 0.26% | +5+0.1% | 加碼 |
| PFG Advisors | 4,434 | $101.0 萬 | 0.07% | +473+11.9% | 加碼 |
| Mount Yale Investment Advisors, LLC | 4,444 | $101.2 萬 | 0.08% | +1,265+39.8% | 加碼 |
| WealthTrust Axiom LLC | 4,457 | $101.5 萬 | 0.33% | −578−11.5% | 減碼 |
| Bedel Financial Consulting, Inc. | 4,465 | $101.7 萬 | 0.16% | −37−0.8% | 減碼 |
| Advisors Capital Management, LLC | 4,464 | $101.7 萬 | 0.02% | +260+6.2% | 加碼 |
| Orrstown Financial Services Inc | 4,473 | $101.8 萬 | 0.57% | −21−0.5% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 4,473 | $101.8 萬 | 0.00% | +4,473 | 新進 |
| RFP Financial Group LLC | 4,476 | $101.9 萬 | 0.40% | +21+0.5% | 加碼 |
| Ervin Investment Management, LLC | 4,481 | $102.0 萬 | 0.71% | 00.0% | 不變 |
| Mather Group, LLC. | 5,450 | $102.1 萬 | 0.02% | −460−7.8% | 減碼 |
| First Affirmative Financial Network | 4,488 | $102.2 萬 | 0.75% | −16−0.4% | 減碼 |
| Becker Capital Management Inc | 4,491 | $102.3 萬 | 0.04% | +4,491 | 新進 |
| Commerzbank Aktiengesellschaft | 4,523 | $103.0 萬 | 0.03% | −8,837−66.1% | 減碼 |
| Twelve Points Wealth Management LLC | 4,538 | $103.3 萬 | 0.38% | −30−0.7% | 減碼 |
| Allegheny Financial Group LTD | 4,548 | $103.6 萬 | 0.32% | −32−0.7% | 減碼 |
| Wealthcare Advisory Partners LLC | 4,550 | $103.6 萬 | 0.03% | +266+6.2% | 加碼 |
| Premier Path Wealth Partners, LLC | 4,551 | $103.6 萬 | 0.20% | −303−6.2% | 減碼 |
| Journey Strategic Wealth LLC | 4,559 | $103.8 萬 | 0.05% | +486+11.9% | 加碼 |
| Strategic Advisors LLC | 4,559 | $103.8 萬 | 0.20% | −685−13.1% | 減碼 |
| Delta Financial Group, Inc. | 4,558 | $103.8 萬 | 0.31% | −91−2.0% | 減碼 |
| Tufton Capital Management | 4,560 | $103.8 萬 | 0.20% | −100−2.1% | 減碼 |
| Brooks, Moore & Associates, Inc. | 4,573 | $104.1 萬 | 0.67% | −418−8.4% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,587 | $104.4 萬 | 0.15% | −6−0.1% | 減碼 |
| Eagle Asset Management Inc | 4,590 | $104.5 萬 | 0.01% | +1,159+33.8% | 加碼 |
| Sentry LLC | 4,591 | $104.5 萬 | 0.20% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 4,379 | $104.6 萬 | 0.04% | +158+3.7% | 加碼 |
| Paragon Private Wealth Management, LLC | 4,599 | $104.7 萬 | 0.62% | +141+3.2% | 加碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,600 | $104.7 萬 | 0.72% | −1,170−20.3% | 減碼 |
| Harbour Investments, Inc. | 4,630 | $105.4 萬 | 0.04% | +220+5.0% | 加碼 |
| Bank Ozk | 4,632 | $105.5 萬 | 0.47% | +2,022+77.5% | 加碼 |
| TCI Wealth Advisors, Inc. | 4,637 | $105.6 萬 | 0.10% | −49−1.0% | 減碼 |
| Ignite Planners, LLC | 4,639 | $105.6 萬 | 0.30% | +62+1.4% | 加碼 |
| Prostatis Group LLC | 4,680 | $105.8 萬 | 0.40% | +1,361+41.0% | 加碼 |
| Washington Trust Co | 4,656 | $106.0 萬 | 0.04% | −238−4.9% | 減碼 |