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 |
|---|---|---|---|---|---|
| Union Heritage Capital, LLC | 9,968 | $227.0 萬 | 0.90% | +1,968+24.6% | 加碼 |
| NTV Asset Management LLC | 9,940 | $226.3 萬 | 0.34% | 00.0% | 不變 |
| Rockland Trust Co | 9,928 | $226.1 萬 | 0.12% | −318−3.1% | 減碼 |
| Strategic Planning Group, LLC | 9,926 | $226.0 萬 | 0.57% | +995+11.1% | 加碼 |
| FOCUS Wealth Advisors, LLC | 9,877 | $224.9 萬 | 1.20% | +305+3.2% | 加碼 |
| Doheny Asset Management | 9,873 | $224.8 萬 | 1.85% | −162−1.6% | 減碼 |
| KWB Wealth | 9,838 | $224.0 萬 | 0.30% | −1,054−9.7% | 減碼 |
| Financial Security Advisor, Inc. | 9,836 | $224.0 萬 | 0.78% | −90−0.9% | 減碼 |
| J.W. Cole Advisors, Inc. | 9,826 | $223.7 萬 | 0.11% | +20+0.2% | 加碼 |
| Mengis Capital Management, Inc. | 9,806 | $223.3 萬 | 0.34% | +9,806 | 新進 |
| GFG Capital, LLC | 9,804 | $223.2 萬 | 0.58% | −2,655−21.3% | 減碼 |
| Eqis Capital Management, Inc. | 9,795 | $223.0 萬 | 0.18% | −417−4.1% | 減碼 |
| Stock Yards Bank & Trust Co | 9,763 | $222.3 萬 | 0.07% | −420−4.1% | 減碼 |
| Americana Partners, LLC | 9,759 | $222.2 萬 | 0.19% | −655−6.3% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 9,711 | $221.1 萬 | 0.25% | +276+2.9% | 加碼 |
| Joel Isaacson & Co., LLC | 9,691 | $220.7 萬 | 0.12% | +40.0% | 加碼 |
| Inlet Private Wealth, LLC | 9,655 | $219.8 萬 | 0.61% | 00.0% | 不變 |
| Knuff & Co LLC | 9,650 | $219.7 萬 | 0.74% | 00.0% | 不變 |
| Penobscot Investment Management Company, Inc. | 9,609 | $218.8 萬 | 0.23% | −250−2.5% | 減碼 |
| Wintrust Investments LLC | 9,605 | $218.7 萬 | 0.19% | −343−3.4% | 減碼 |
| Great Lakes Retirement, Inc. | 9,455 | $215.3 萬 | 0.32% | +109+1.2% | 加碼 |
| Constitution Capital LLC | 9,450 | $215.2 萬 | 1.22% | −100−1.0% | 減碼 |
| Beverly Hills Private Wealth, LLC | 9,436 | $214.9 萬 | 0.50% | −679−6.7% | 減碼 |
| Trajan Wealth LLC | 9,435 | $214.8 萬 | 0.15% | +9,435 | 新進 |
| Institute for Wealth Management, LLC. | 9,429 | $214.7 萬 | 0.28% | −46−0.5% | 減碼 |
| Meeder Advisory Services, Inc. | 9,417 | $214.4 萬 | 0.22% | +480+5.4% | 加碼 |
| Bridgeway Capital Management, LLC | 9,400 | $214.0 萬 | 0.04% | 00.0% | 不變 |
| Carl P. Sherr & Co., LLC | 9,398 | $214.0 萬 | 1.21% | +10.0% | 加碼 |
| Trustco Bank Corp N Y | 9,394 | $213.9 萬 | 2.22% | −322−3.3% | 減碼 |
| Qtron Investments LLC | 9,388 | $213.8 萬 | 0.30% | −557−5.6% | 減碼 |
| Pinnacle Holdings, LLC | 9,351 | $212.9 萬 | 0.86% | −785−7.7% | 減碼 |
| Beacon Investment Advisors LLC | 9,328 | $212.4 萬 | 1.21% | 00.0% | 不變 |
| First National Trust Co | 9,319 | $212.2 萬 | 0.09% | −1,739−15.7% | 減碼 |
| Applied Capital LLC | 9,249 | $210.6 萬 | 1.71% | +177+2.0% | 加碼 |
| Northern Financial Advisors Inc | 9,225 | $210.0 萬 | 1.64% | +87+1.0% | 加碼 |
| TAGStone Capital, Inc. | 9,217 | $209.9 萬 | 1.23% | +37+0.4% | 加碼 |
| Moors & Cabot, Inc. | 9,190 | $209.2 萬 | 0.11% | +874+10.5% | 加碼 |
| Berkshire Bank | 9,190 | $209.2 萬 | 0.52% | −346−3.6% | 減碼 |
| Lowe Brockenbrough & Co Inc | 9,163 | $208.6 萬 | 0.14% | −2,469−21.2% | 減碼 |
| Provenance Wealth Advisors, LLC | 9,132 | $207.9 萬 | 0.29% | +11+0.1% | 加碼 |
| Provident Co of the Employees of the Hebrew University LTD | 9,129 | $207.9 萬 | 2.20% | +9,129 | 新進 |
| Signature Wealth Management Group | 8,987 | $207.6 萬 | 0.94% | +88+1.0% | 加碼 |
| American Trust | 9,119 | $207.6 萬 | 0.19% | +183+2.0% | 加碼 |
| Duality Advisers, LP | 9,119 | $207.6 萬 | 0.20% | +1,531+20.2% | 加碼 |
| RFG Advisory, LLC | 9,115 | $207.5 萬 | 0.07% | +99+1.1% | 加碼 |
| Catalyst Funds Management Pty Ltd | 9,100 | $207.2 萬 | 0.58% | +9,100 | 新進 |
| Woodmont Investment Counsel LLC | 9,067 | $206.4 萬 | 0.17% | −237−2.5% | 減碼 |
| MainStreet Investment Advisors LLC | 9,036 | $205.7 萬 | 0.25% | +1,468+19.4% | 加碼 |
| Hyman Charles D | 8,998 | $204.9 萬 | 0.11% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 8,997 | $204.9 萬 | 0.07% | +433+5.1% | 加碼 |
| Evergreen Capital Management LLC | 8,997 | $204.9 萬 | 0.08% | +265+3.0% | 加碼 |
| Wedmont Private Capital | 9,310 | $204.7 萬 | 0.15% | +203+2.2% | 加碼 |
| Argent Advisors, Inc. | 8,971 | $204.3 萬 | 0.81% | −12−0.1% | 減碼 |
| Concurrent Investment Advisors, LLC | 8,963 | $204.1 萬 | 0.08% | −5,078−36.2% | 減碼 |
| Csenge Advisory Group | 8,941 | $203.6 萬 | 0.11% | +132+1.5% | 加碼 |
| Lake Street Advisors Group, LLC | 8,881 | $202.2 萬 | 0.09% | −100−1.1% | 減碼 |
| Coastal Bridge Advisors, LLC | 8,849 | $201.5 萬 | 0.46% | +10+0.1% | 加碼 |
| Fiduciary Family Office, LLC | 8,846 | $201.4 萬 | 0.79% | +1,133+14.7% | 加碼 |
| Midwest Professional Planners, LTD. | 8,835 | $201.2 萬 | 0.71% | +6,386+260.8% | 加碼 |
| Axxcess Wealth Management, LLC | 8,812 | $200.6 萬 | 0.06% | +4,306+95.6% | 加碼 |
| PKO Investment Management Joint-Stock Co | 8,753 | $200.3 萬 | 0.24% | +8,753 | 新進 |
| Beaumont Financial Advisors, LLC | 8,786 | $200.0 萬 | 0.16% | 00.0% | 不變 |
| Invst, LLC | 8,708 | $198.2 萬 | 0.23% | +186+2.2% | 加碼 |
| First Horizon Advisors, Inc. | 8,703 | $198.2 萬 | 0.06% | +168+2.0% | 加碼 |
| Moneta Group Investment Advisors LLC | 8,677 | $197.6 萬 | 0.03% | +1,155+15.4% | 加碼 |
| Berkshire Asset Management LLC | 8,674 | $197.5 萬 | 0.10% | +20.0% | 加碼 |
| SageView Advisory Group, LLC | 8,663 | $197.3 萬 | 0.11% | −2,261−20.7% | 減碼 |
| Pitcairn Co | 8,620 | $196.3 萬 | 0.13% | +229+2.7% | 加碼 |
| Howard Capital Management Group, LLC | 8,615 | $196.2 萬 | 0.15% | 00.0% | 不變 |
| Nicholas Hoffman & Company, LLC. | 8,598 | $195.8 萬 | 0.10% | −2,933−25.4% | 減碼 |
| Walter & Keenan Financial Consulting Co | 8,582 | $195.4 萬 | 0.64% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 8,565 | $195.0 萬 | 0.31% | +637+8.0% | 加碼 |
| Wolf Group Capital Advisors | 11,159 | $194.4 萬 | 0.92% | 00.0% | 不變 |
| Investors Asset Management of Georgia Inc | 8,528 | $194.2 萬 | 0.91% | −1,072−11.2% | 減碼 |
| Taylor Frigon Capital Management LLC | 8,527 | $194.2 萬 | 0.92% | +14+0.2% | 加碼 |
| Ingalls & Snyder LLC | 8,520 | $194.0 萬 | 0.09% | −60−0.7% | 減碼 |
| Pinnacle Wealth Management, LLC | 8,481 | $193.1 萬 | 2.01% | +8,481 | 新進 |
| Blue Zone Wealth Advisors, LLC | 8,447 | $192.3 萬 | 0.66% | −594−6.6% | 減碼 |
| Rothschild Investment LLC | 8,427 | $191.9 萬 | 0.14% | +4,725+127.6% | 加碼 |
| Icon Wealth Advisors, LLC | 8,423 | $191.8 萬 | 0.18% | +5,748+214.9% | 加碼 |
| Hartford Funds Management Co LLC | 8,418 | $191.7 萬 | 0.18% | +978+13.1% | 加碼 |
| Ritholtz Wealth Management | 8,413 | $191.6 萬 | 0.07% | +1,402+20.0% | 加碼 |
| Alpha DNA Investment Management LLC | 8,386 | $190.9 萬 | 1.05% | +8,386 | 新進 |
| Gateway Investment Advisers LLC | 8,386 | $190.9 萬 | 0.02% | −368−4.2% | 減碼 |
| Hamilton Capital Partners Inc. | 8,383 | $190.9 萬 | 0.23% | +8,383 | 新進 |
| Principle Wealth Partners LLC | 8,381 | $190.8 萬 | 0.15% | +107+1.3% | 加碼 |
| Signet Investment Advisory Group, Inc. | 8,361 | $190.4 萬 | 1.04% | −779−8.5% | 減碼 |
| Massmutual Trust Co FSB | 8,341 | $189.9 萬 | 0.06% | +455+5.8% | 加碼 |
| FineMark National Bank & Trust | 8,324 | $189.5 萬 | 0.07% | +444+5.6% | 加碼 |
| Amarillo National Bank | 8,313 | $189.3 萬 | 0.35% | 00.0% | 不變 |
| Sciencast Management LP | 8,263 | $188.1 萬 | 1.15% | +8,263 | 新進 |
| Evoke Wealth, LLC | 8,247 | $187.8 萬 | 0.06% | +8,247 | 新進 |
| Lazard Freres Gestion S.A.S. | 8,235 | $187.5 萬 | 0.05% | 00.0% | 不變 |
| Osborne Partners Capital Management, LLC | 8,221 | $187.2 萬 | 0.12% | −140−1.7% | 減碼 |
| Moloney Securities Asset Management, LLC | 8,153 | $185.6 萬 | 0.28% | −350−4.1% | 減碼 |
| Triad Investment Management | 8,138 | $185.3 萬 | 2.25% | 00.0% | 不變 |
| Panagora Asset Management Inc | 8,106 | $184.6 萬 | 0.01% | −8,805−52.1% | 減碼 |
| Vise Technologies, Inc. | 8,095 | $184.3 萬 | 0.36% | −2,742−25.3% | 減碼 |
| Bryn Mawr Trust Co | 8,091 | $184.2 萬 | 0.07% | +8,091 | 新進 |
| EFG Asset Management (North America) Corp. | 8,080 | $184.0 萬 | 0.32% | −43−0.5% | 減碼 |