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 |
|---|---|---|---|---|---|
| Joel Isaacson & Co., LLC | 9,691 | $220.7 萬 | 0.12% | +40.0% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 9,711 | $221.1 萬 | 0.25% | +276+2.9% | 加碼 |
| Americana Partners, LLC | 9,759 | $222.2 萬 | 0.19% | −655−6.3% | 減碼 |
| Stock Yards Bank & Trust Co | 9,763 | $222.3 萬 | 0.07% | −420−4.1% | 減碼 |
| Eqis Capital Management, Inc. | 9,795 | $223.0 萬 | 0.18% | −417−4.1% | 減碼 |
| GFG Capital, LLC | 9,804 | $223.2 萬 | 0.58% | −2,655−21.3% | 減碼 |
| Mengis Capital Management, Inc. | 9,806 | $223.3 萬 | 0.34% | +9,806 | 新進 |
| J.W. Cole Advisors, Inc. | 9,826 | $223.7 萬 | 0.11% | +20+0.2% | 加碼 |
| Financial Security Advisor, Inc. | 9,836 | $224.0 萬 | 0.78% | −90−0.9% | 減碼 |
| KWB Wealth | 9,838 | $224.0 萬 | 0.30% | −1,054−9.7% | 減碼 |
| Doheny Asset Management | 9,873 | $224.8 萬 | 1.85% | −162−1.6% | 減碼 |
| FOCUS Wealth Advisors, LLC | 9,877 | $224.9 萬 | 1.20% | +305+3.2% | 加碼 |
| Strategic Planning Group, LLC | 9,926 | $226.0 萬 | 0.57% | +995+11.1% | 加碼 |
| Rockland Trust Co | 9,928 | $226.1 萬 | 0.12% | −318−3.1% | 減碼 |
| NTV Asset Management LLC | 9,940 | $226.3 萬 | 0.34% | 00.0% | 不變 |
| Union Heritage Capital, LLC | 9,968 | $227.0 萬 | 0.90% | +1,968+24.6% | 加碼 |
| DoubleLine ETF Adviser LP | 9,977 | $227.2 萬 | 0.58% | +360+3.7% | 加碼 |
| Bigelow Investment Advisors, LLC | 10,031 | $228.4 萬 | 1.12% | −158−1.6% | 減碼 |
| Bailard, Inc. | 10,039 | $228.6 萬 | 0.06% | −1,628−14.0% | 減碼 |
| Cunning Capital Partners, LP | 10,070 | $229.3 萬 | 1.27% | 00.0% | 不變 |
| Argus Investors' Counsel, Inc. | 10,082 | $229.6 萬 | 1.41% | −1,388−12.1% | 減碼 |
| Plimoth Trust Co LLC | 10,083 | $229.6 萬 | 0.61% | −479−4.5% | 減碼 |
| Benjamin Edwards Inc | 10,092 | $229.8 萬 | 0.46% | +2,430+31.7% | 加碼 |
| Northstar Advisory Group, LLC | 9,652 | $230.8 萬 | 1.40% | +7,963+471.5% | 加碼 |
| Hilltop Holdings Inc. | 10,190 | $232.0 萬 | 0.26% | −7,970−43.9% | 減碼 |
| Mission Wealth Management, LP | 10,199 | $232.2 萬 | 0.06% | +201+2.0% | 加碼 |
| Xcel Wealth Management, LLC | 10,223 | $232.8 萬 | 0.73% | −1,550−13.2% | 減碼 |
| AustralianSuper Pty Ltd | 10,250 | $233.3 萬 | 0.01% | +10,250 | 新進 |
| Prosperity Consulting Group, LLC | 10,330 | $235.2 萬 | 0.29% | +5,979+137.4% | 加碼 |
| Sawgrass Asset Management LLC | 10,343 | $235.5 萬 | 0.26% | −74−0.7% | 減碼 |
| Guardian Capital LP | 10,388 | $236.5 萬 | 0.08% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 10,228 | $237.0 萬 | 0.10% | +6,413+168.1% | 加碼 |
| Horizon Investments, LLC | 10,450 | $237.2 萬 | 0.06% | +506+5.1% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 10,418 | $237.2 萬 | 0.06% | 00.0% | 不變 |
| Wolverine Asset Management LLC | 10,419 | $237.2 萬 | 0.05% | +10,419 | 新進 |
| Gladstone Institutional Advisory LLC | 10,511 | $239.3 萬 | 0.13% | −2,810−21.1% | 減碼 |
| Arete Wealth Advisors, LLC | 10,723 | $242.2 萬 | 0.22% | +972+10.0% | 加碼 |
| iA Global Asset Management Inc. | 10,671 | $243.0 萬 | 0.05% | −7,887−42.5% | 減碼 |
| Tudor Investment Corp Et Al | 10,735 | $244.4 萬 | 0.03% | +10,735 | 新進 |
| St. Johns Investment Management Company, LLC | 10,754 | $244.9 萬 | 1.17% | −447−4.0% | 減碼 |
| Sigma Planning Corp | 10,854 | $247.1 萬 | 0.08% | +5,115+89.1% | 加碼 |
| Parallel Advisors, LLC | 10,884 | $247.8 萬 | 0.07% | −83−0.8% | 減碼 |
| Wilkins Investment Counsel Inc | 10,912 | $248.5 萬 | 0.36% | +10,912 | 新進 |
| BKD Wealth Advisors, LLC | 10,972 | $249.8 萬 | 0.06% | −336−3.0% | 減碼 |
| Proficio Capital Partners LLC | 10,977 | $249.9 萬 | 0.28% | +1,149+11.7% | 加碼 |
| Buttonwood Financial Advisors Inc. | 10,984 | $250.1 萬 | 1.18% | −64−0.6% | 減碼 |
| Gifford Fong Associates | 11,000 | $250.5 萬 | 0.69% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 11,041 | $251.4 萬 | 0.07% | +3,295+42.5% | 加碼 |
| Moody National Bank Trust Division | 11,043 | $251.4 萬 | 0.20% | −654−5.6% | 減碼 |
| Deane Retirement Strategies, Inc. | 11,087 | $252.2 萬 | 1.28% | −46−0.4% | 減碼 |
| Columbia Asset Management | 13,539 | $253.6 萬 | 0.52% | 00.0% | 不變 |
| Alps Advisors Inc | 11,150 | $253.9 萬 | 0.02% | −3,106−21.8% | 減碼 |
| Empower Advisory Group, LLC | 11,158 | $254.1 萬 | 0.01% | −14−0.1% | 減碼 |
| Two Sigma Advisers, LP | 11,200 | $255.0 萬 | 0.01% | −38,400−77.4% | 減碼 |
| Vestcor Inc | 11,208 | $255.2 萬 | 0.09% | −2,106−15.8% | 減碼 |
| Private Wealth Partners, LLC | 11,213 | $255.3 萬 | 0.20% | 00.0% | 不變 |
| Fulton Bank, N.A. | 11,268 | $256.6 萬 | 0.11% | +317+2.9% | 加碼 |
| Leonteq Securities AG | 11,270 | $256.6 萬 | 0.35% | +10,801+2,303.0% | 加碼 |
| Chicago Capital, LLC | 11,279 | $256.8 萬 | 0.08% | +1,430+14.5% | 加碼 |
| Worth Asset Management, LLC | 11,287 | $257.0 萬 | 1.58% | +11,287 | 新進 |
| Gotham Asset Management, LLC | 11,299 | $257.3 萬 | 0.04% | +4,369+63.0% | 加碼 |
| QV Investors Inc. | 11,310 | $257.5 萬 | 0.22% | −220−1.9% | 減碼 |
| Harbor Capital Advisors, Inc. | 11,395 | $259.5 萬 | 0.34% | +3,035+36.3% | 加碼 |
| BLB&B Advisors, LLC | 11,427 | $260.2 萬 | 0.15% | −195−1.7% | 減碼 |
| Haverford Trust Co | 11,508 | $262.0 萬 | 0.03% | +280+2.5% | 加碼 |
| Trust Co of Toledo NA | 11,516 | $262.2 萬 | 0.41% | −576−4.8% | 減碼 |
| Aristotle Capital Management, LLC | 11,530 | $262.5 萬 | 0.00% | 00.0% | 不變 |
| Fruth Investment Management | 11,550 | $262.9 萬 | 0.67% | 00.0% | 不變 |
| Boston Family Office LLC | 11,580 | $263.7 萬 | 0.19% | −2,022−14.9% | 減碼 |
| Arcus Capital Partners, LLC | 11,583 | $263.7 萬 | 0.83% | 00.0% | 不變 |
| Valueworks LLC | 11,584 | $263.8 萬 | 0.86% | −94−0.8% | 減碼 |
| Lindsell Train Ltd大師Lindsell Train | 11,600 | $264.3 萬 | 0.06% | 00.0% | 不變 |
| Bull Street Advisors, LLC | 11,672 | $265.8 萬 | 1.27% | −55−0.5% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 11,681 | $266.0 萬 | 0.64% | −47−0.4% | 減碼 |
| Principal Securities, Inc. | 11,682 | $266.0 萬 | 0.08% | +1,353+13.1% | 加碼 |
| Personal Cfo Solutions, LLC | 11,736 | $267.2 萬 | 0.42% | −565−4.6% | 減碼 |
| First Dallas Securities Inc. | 11,899 | $270.9 萬 | 1.25% | −1,475−11.0% | 減碼 |
| Jefferies Financial Group Inc. | 11,900 | $271.0 萬 | 0.05% | +1,717+16.9% | 加碼 |
| Scotia Capital Inc. | 11,953 | $272.2 萬 | 0.02% | +261+2.2% | 加碼 |
| Optimas Capital Ltd | 12,000 | $273.2 萬 | 2.39% | −7,200−37.5% | 減碼 |
| Independent Investors Inc | 12,000 | $273.2 萬 | 0.65% | 00.0% | 不變 |
| Bank of Stockton | 12,033 | $274.0 萬 | 0.85% | −369−3.0% | 減碼 |
| BNC Wealth Management, LLC | 12,063 | $274.7 萬 | 1.17% | +263+2.2% | 加碼 |
| AE Wealth Management LLC | 12,085 | $275.2 萬 | 0.03% | −59,183−83.0% | 減碼 |
| Paloma Partners Management Co | 12,108 | $275.7 萬 | 0.40% | +12,108 | 新進 |
| Sequoia Financial Advisors, LLC | 12,122 | $276.0 萬 | 0.03% | −2,728−18.4% | 減碼 |
| Rathbone Brothers plc | 12,177 | $277.3 萬 | 0.02% | +1,365+12.6% | 加碼 |
| Entropy Technologies, LP | 12,192 | $277.6 萬 | 0.30% | +7,174+143.0% | 加碼 |
| Azimuth Capital Investment Management LLC | 12,210 | $278.0 萬 | 0.11% | −3,581−22.7% | 減碼 |
| JLB & Associates Inc | 12,256 | $279.1 萬 | 0.37% | +2,177+21.6% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 12,274 | $279.5 萬 | 0.39% | +1,406+12.9% | 加碼 |
| Merit Financial Group, LLC | 12,132 | $280.0 萬 | 0.07% | +6,064+99.9% | 加碼 |
| GTS Securities LLC | 12,343 | $281.0 萬 | 0.08% | +8,320+206.8% | 加碼 |
| SOL Capital Management CO | 12,348 | $281.2 萬 | 0.35% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 12,358 | $281.4 萬 | 0.22% | −646−5.0% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 12,368 | $281.6 萬 | 1.69% | −5,160−29.4% | 減碼 |
| Impax Asset Management Group plc | 12,376 | $281.8 萬 | 0.01% | −1,033−7.7% | 減碼 |
| Ahl Investment Management, Inc. | 12,386 | $282.0 萬 | 2.16% | −210−1.7% | 減碼 |
| Tredje AP-fonden | 12,406 | $282.5 萬 | 0.03% | −34,179−73.4% | 減碼 |
| Empowered Funds, LLC | 12,480 | $284.2 萬 | 0.05% | +6,329+102.9% | 加碼 |