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 |
|---|---|---|---|---|---|
| Humankind Investments LLC | 1,224 | $27.9 萬 | 0.07% | −261−17.6% | 減碼 |
| BEAM Asset Management, LLC | 1,226 | $27.9 萬 | 0.17% | +137+12.6% | 加碼 |
| Northwest Wealth Management, LLC | 1,226 | $27.9 萬 | 0.08% | −399−24.6% | 減碼 |
| Hoxton Planning & Management, LLC | 1,229 | $28.0 萬 | 0.13% | +82+7.1% | 加碼 |
| IPG Investment Advisors LLC | 1,230 | $28.0 萬 | 0.06% | −4,782−79.5% | 減碼 |
| Whitaker-Myers Wealth Managers, LTD. | 1,231 | $28.0 萬 | 0.12% | +1,231 | 新進 |
| Merriman Wealth Management, LLC | 1,235 | $28.1 萬 | 0.01% | −41−3.2% | 減碼 |
| Blue Square Asset Management, LLC | 1,240 | $28.2 萬 | 0.19% | 00.0% | 不變 |
| City State Bank | 1,245 | $28.3 萬 | 0.12% | 00.0% | 不變 |
| Abacus Planning Group, Inc. | 1,243 | $28.3 萬 | 0.06% | +29+2.4% | 加碼 |
| Virtue Capital Management, LLC | 1,304 | $28.3 萬 | 0.05% | −160−10.9% | 減碼 |
| Tanglewood Legacy Advisors, LLC | 1,247 | $28.4 萬 | 0.14% | 00.0% | 不變 |
| Nichols & Pratt Advisers LLP | 1,250 | $28.5 萬 | 0.02% | 00.0% | 不變 |
| Sandy Cove Advisors, LLC | 1,253 | $28.5 萬 | 0.13% | −70−5.3% | 減碼 |
| Kowal Investment Group, LLC | 1,253 | $28.5 萬 | 0.06% | +1,253 | 新進 |
| Certified Advisory Corp | 1,253 | $28.5 萬 | 0.04% | 00.0% | 不變 |
| One Wealth Advisors, LLC | 1,257 | $28.6 萬 | 0.05% | +1,257 | 新進 |
| Southeast Asset Advisors Inc. | 1,268 | $28.9 萬 | 0.03% | +3+0.2% | 加碼 |
| Burton Enright Welch | 1,268 | $28.9 萬 | 0.07% | −61−4.6% | 減碼 |
| Middleton & Co Inc | 1,269 | $28.9 萬 | 0.03% | 00.0% | 不變 |
| ETF Portfolio Partners, Inc. | 1,269 | $28.9 萬 | 0.09% | 00.0% | 不變 |
| Stockman Wealth Management, Inc. | 1,276 | $29.1 萬 | 0.05% | +6+0.5% | 加碼 |
| 4J Wealth Management LLC | 1,278 | $29.1 萬 | 0.25% | 00.0% | 不變 |
| North Star Asset Management Inc | 1,279 | $29.1 萬 | 0.01% | +43+3.5% | 加碼 |
| UMA Financial Services, Inc. | 1,337 | $29.2 萬 | 0.06% | +190+16.6% | 加碼 |
| Pacific Capital Wealth Advisors, Inc | 1,285 | $29.3 萬 | 0.07% | +32+2.6% | 加碼 |
| Brandywine Oak Private Wealth LLC | 1,292 | $29.4 萬 | 0.03% | 00.0% | 不變 |
| Armstrong Advisory Group, Inc | 1,571 | $29.4 萬 | 0.03% | 00.0% | 不變 |
| Cutler Group LP | 1,298 | $29.5 萬 | 0.15% | +1,298 | 新進 |
| State of Wyoming | 1,298 | $29.6 萬 | 0.05% | −67−4.9% | 減碼 |
| Libra Wealth LLC | 1,300 | $29.6 萬 | 0.13% | 00.0% | 不變 |
| MJP Associates Inc | 1,303 | $29.7 萬 | 0.06% | +1,303 | 新進 |
| Revolve Wealth Partners, LLC | 1,304 | $29.7 萬 | 0.05% | +85+7.0% | 加碼 |
| Hall Laurie J Trustee | 1,304 | $29.7 萬 | 0.10% | −145−10.0% | 減碼 |
| Kapstone Financial Advisors LLC | 1,305 | $29.7 萬 | 0.20% | 00.0% | 不變 |
| Alpha Family Trust | 1,305 | $29.7 萬 | 0.18% | 00.0% | 不變 |
| Mirador Capital Partners LP | 1,306 | $29.7 萬 | 0.06% | −138−9.6% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,306 | $29.7 萬 | 0.17% | 00.0% | 不變 |
| Baron Silver Stevens Financial Advisors, LLC | 1,307 | $29.8 萬 | 0.06% | +1,307 | 新進 |
| Austin Wealth Management, LLC | 1,240 | $29.8 萬 | 0.07% | 00.0% | 不變 |
| Convergence Investment Partners, LLC | 1,309 | $29.8 萬 | 0.11% | −7−0.5% | 減碼 |
| Vicus Capital | 1,311 | $29.9 萬 | 0.03% | +1,311 | 新進 |
| Summit Asset Management, LLC | 1,315 | $29.9 萬 | 0.06% | 00.0% | 不變 |
| Fidelity D & D Bancorp Inc | 1,316 | $30.0 萬 | 0.23% | +17+1.3% | 加碼 |
| Cascade Investment Group, Inc. | 1,320 | $30.1 萬 | 0.22% | 00.0% | 不變 |
| Sittner & Nelson, LLC | 1,320 | $30.1 萬 | 0.15% | +1+0.1% | 加碼 |
| Hexagon Capital Partners LLC | 1,324 | $30.1 萬 | 0.07% | −166−11.1% | 減碼 |
| Heritage Financial Services, LLC | 1,327 | $30.2 萬 | 0.04% | +27+2.1% | 加碼 |
| Tyche Wealth Partners LLC | 1,329 | $30.3 萬 | 0.07% | −50−3.6% | 減碼 |
| Great Diamond Partners, LLC | 1,334 | $30.4 萬 | 0.07% | −133−9.1% | 減碼 |
| Drive Wealth Management, LLC | 1,337 | $30.4 萬 | 0.09% | −445−25.0% | 減碼 |
| Godsey & Gibb Associates | 1,337 | $30.4 萬 | 0.03% | 00.0% | 不變 |
| Perpetual Ltd | 1,444 | $30.5 萬 | 0.00% | −1,964−57.6% | 減碼 |
| Nwam LLC | 1,302 | $30.6 萬 | 0.02% | −203−13.5% | 減碼 |
| Simon Quick Advisors, LLC | 1,347 | $30.7 萬 | 0.02% | +1,347 | 新進 |
| Envoi LLC | 1,350 | $30.7 萬 | 0.73% | +1,350 | 新進 |
| E&G Advisors, LP | 1,350 | $30.7 萬 | 0.10% | +100+8.0% | 加碼 |
| Burns J W & Co Inc | 1,353 | $30.8 萬 | 0.04% | 00.0% | 不變 |
| Eagle Harbor Asset Management Inc | 1,356 | $30.9 萬 | 0.33% | −73−5.1% | 減碼 |
| Ancora Advisors, LLC | 1,357 | $30.9 萬 | 0.01% | 00.0% | 不變 |
| Channel Wealth LLC | 1,357 | $30.9 萬 | 0.12% | −32−2.3% | 減碼 |
| Houlihan Financial Resource Group, Ltd. | 1,357 | $30.9 萬 | 0.14% | 00.0% | 不變 |
| Advisors Management Group Inc | 1,360 | $31.0 萬 | 0.08% | −9−0.7% | 減碼 |
| Oxford Financial Group Ltd | 1,362 | $31.0 萬 | 0.02% | −10−0.7% | 減碼 |
| JNBA Financial Advisors | 1,364 | $31.1 萬 | 0.03% | −63−4.4% | 減碼 |
| Legacy Private Trust Co. | 1,365 | $31.1 萬 | 0.02% | 00.0% | 不變 |
| Fountainhead AM, LLC | 1,365 | $31.1 萬 | 0.08% | +169+14.1% | 加碼 |
| Strait & Sound Wealth Management LLC | 1,427 | $31.1 萬 | 0.17% | 00.0% | 不變 |
| Colonial Trust Advisors | 1,374 | $31.3 萬 | 0.03% | −44−3.1% | 減碼 |
| BTC Capital Management, Inc. | 1,376 | $31.3 萬 | 0.03% | +1,376 | 新進 |
| BBR Partners, LLC | 1,380 | $31.4 萬 | 0.03% | +1,380 | 新進 |
| Plante Moran Financial Advisors, LLC | 1,382 | $31.5 萬 | 0.03% | +39+2.9% | 加碼 |
| Arden Trust Co | 1,385 | $31.5 萬 | 0.04% | −130−8.6% | 減碼 |
| Quantum Financial Advisors, LLC | 1,387 | $31.6 萬 | 0.06% | +314+29.3% | 加碼 |
| 17 Capital Partners, LLC | 1,400 | $31.9 萬 | 0.24% | 00.0% | 不變 |
| Terra Nova Asset Management LLC | 1,405 | $32.0 萬 | 0.25% | +4+0.3% | 加碼 |
| Paul Damon & Associates, Inc. | 1,413 | $32.2 萬 | 0.22% | +31+2.2% | 加碼 |
| Consolidated Planning Corp | 1,413 | $32.2 萬 | 0.06% | 00.0% | 不變 |
| OneAscent Financial Services LLC | 1,412 | $32.2 萬 | 0.04% | −158−10.1% | 減碼 |
| Capital Asset Advisory Services LLC | 1,454 | $32.3 萬 | 0.02% | +15+1.0% | 加碼 |
| Garner Asset Management Corp | 1,420 | $32.4 萬 | 0.17% | −1−0.1% | 減碼 |
| Sonora Investment Management Group, LLC | 1,426 | $32.5 萬 | 0.03% | −37−2.5% | 減碼 |
| KLCM Advisors, Inc. | 1,428 | $32.5 萬 | 0.04% | +70+5.2% | 加碼 |
| Fairfield, Bush & Co. | 1,430 | $32.6 萬 | 0.19% | 00.0% | 不變 |
| Eagle Strategies LLC | 1,431 | $32.6 萬 | 0.07% | +1,431 | 新進 |
| Round Hill Asset Management | 1,432 | $32.6 萬 | 0.20% | −1,015−41.5% | 減碼 |
| First Financial Bank - Trust Division | 1,433 | $32.6 萬 | 0.03% | 00.0% | 不變 |
| Financial Advisors, LLC | 1,440 | $32.8 萬 | 0.07% | 00.0% | 不變 |
| East Coast Asset Management, LLC. | 1,442 | $32.8 萬 | 0.12% | 00.0% | 不變 |
| Objective Capital Management, LLC | 1,443 | $32.9 萬 | 0.22% | +23+1.6% | 加碼 |
| Salomon & Ludwin, LLC | 1,443 | $32.9 萬 | 0.03% | +705+95.5% | 加碼 |
| Motco | 1,445 | $32.9 萬 | 0.02% | −1−0.1% | 減碼 |
| Crew Capital Management, Ltd. | 1,445 | $32.9 萬 | 0.27% | +355+32.6% | 加碼 |
| First Business Financial Services, Inc. | 1,447 | $32.9 萬 | 0.04% | −119−7.6% | 減碼 |
| Valley National Advisers Inc | 1,450 | $33.0 萬 | 0.05% | +17+1.2% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,450 | $33.0 萬 | 0.03% | 00.0% | 不變 |
| DRW Securities, LLC | 1,451 | $33.0 萬 | 0.02% | −1,184−44.9% | 減碼 |
| Angeles Investment Advisors, LLC | 1,453 | $33.1 萬 | 0.02% | +211+17.0% | 加碼 |
| Westover Capital Advisors, LLC | 1,460 | $33.2 萬 | 0.10% | 00.0% | 不變 |
| Onefund, LLC | 1,472 | $33.5 萬 | 0.40% | −52−3.4% | 減碼 |