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 |
|---|---|---|---|---|---|
| Balyasny Asset Management LLC | 8,068 | $183.7 萬 | 0.00% | −247,838−96.8% | 減碼 |
| Citizens National Bank Trust Department | 8,039 | $183.0 萬 | 0.42% | −355−4.2% | 減碼 |
| Acadian Asset Management LLC | 8,041 | $182.8 萬 | 0.01% | −7,750−49.1% | 減碼 |
| Bank of New Hampshire | 8,025 | $182.7 萬 | 0.48% | +7,043+717.2% | 加碼 |
| Oldfather Financial Services, LLC | 7,995 | $182.0 萬 | 0.75% | 00.0% | 不變 |
| Spears Abacus Advisors LLC | 7,993 | $182.0 萬 | 0.04% | +1,735+27.7% | 加碼 |
| Boltwood Capital Management | 7,960 | $181.2 萬 | 0.56% | −90−1.1% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 7,954 | $181.1 萬 | 0.07% | −1,001−11.2% | 減碼 |
| Advisory Research Inc | 7,947 | $180.9 萬 | 0.36% | −101−1.3% | 減碼 |
| Cape Cod Five Cents Savings Bank | 7,930 | $180.6 萬 | 0.17% | −354−4.3% | 減碼 |
| Delphi Management Inc | 7,871 | $179.2 萬 | 1.39% | −1,041−11.7% | 減碼 |
| Intellectus Partners, LLC | 7,846 | $178.6 萬 | 0.47% | −550−6.6% | 減碼 |
| Sirios Capital Management L P | 7,836 | $178.4 萬 | 0.34% | +89+1.1% | 加碼 |
| GLOBALT Investments LLC | 7,795 | $177.5 萬 | 0.07% | −282−3.5% | 減碼 |
| Independent Financial Group, LLC | 7,762 | $176.7 萬 | 0.08% | +1,433+22.6% | 加碼 |
| Anchor Investment Management, LLC | 7,670 | $174.6 萬 | 0.18% | +25+0.3% | 加碼 |
| Excalibur Management Corp | 7,658 | $174.4 萬 | 0.74% | −38−0.5% | 減碼 |
| Spinnaker Trust | 7,654 | $174.3 萬 | 0.11% | +22+0.3% | 加碼 |
| RMR Capital Management, LLC | 7,629 | $173.7 萬 | 1.73% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 7,624 | $173.6 萬 | 0.02% | +7,624 | 新進 |
| Raab & Moskowitz Asset Management LLC | 7,613 | $173.3 萬 | 0.48% | −114−1.5% | 減碼 |
| Linden Thomas Advisory Services, LLC | 7,566 | $172.3 萬 | 0.28% | +1,245+19.7% | 加碼 |
| Palisade Asset Management, LLC | 7,558 | $172.1 萬 | 0.17% | −440−5.5% | 減碼 |
| Redwood Investment Management, LLC | 7,523 | $171.3 萬 | 0.16% | −229−3.0% | 減碼 |
| Dover Advisors, LLC | 7,437 | $169.3 萬 | 1.16% | +2,942+65.5% | 加碼 |
| Retireful, LLC | 7,415 | $168.8 萬 | 0.70% | −192−2.5% | 減碼 |
| Karpas Strategies, LLC | 7,409 | $168.7 萬 | 0.52% | +4+0.1% | 加碼 |
| Stablepoint Partners, LLC | 7,402 | $168.5 萬 | 0.34% | +678+10.1% | 加碼 |
| Holderness Investments Co | 7,392 | $168.3 萬 | 0.41% | −40−0.5% | 減碼 |
| Veracity Capital LLC | 7,387 | $168.2 萬 | 0.65% | +131+1.8% | 加碼 |
| Caldwell Sutter Capital, Inc. | 7,342 | $167.2 萬 | 0.80% | −10−0.1% | 減碼 |
| Diversify Advisory Services, LLC | 7,327 | $166.8 萬 | 0.10% | +7,327 | 新進 |
| Associated Banc-Corp | 7,316 | $166.6 萬 | 0.05% | −125−1.7% | 減碼 |
| Nixon Peabody Trust Co | 7,304 | $166.3 萬 | 0.15% | −21−0.3% | 減碼 |
| NBC Securities, Inc. | 7,273 | $165.5 萬 | 0.16% | +146+2.0% | 加碼 |
| Birinyi Associates Inc | 7,250 | $165.1 萬 | 0.54% | 00.0% | 不變 |
| Western Wealth Management, LLC | 7,237 | $164.8 萬 | 0.13% | −1,021−12.4% | 減碼 |
| Zhang Financial LLC | 7,233 | $164.7 萬 | 0.12% | +1,854+34.5% | 加碼 |
| RNC Capital Management LLC | 7,222 | $164.4 萬 | 0.09% | −702−8.9% | 減碼 |
| Vident Advisory, LLC | 7,217 | $164.4 萬 | 0.03% | +101+1.4% | 加碼 |
| Center for Financial Planning, Inc. | 7,202 | $164.0 萬 | 0.25% | +360+5.3% | 加碼 |
| Everett Harris & Co | 7,188 | $163.7 萬 | 0.02% | −2,657−27.0% | 減碼 |
| Auxier Asset Management | 7,188 | $163.7 萬 | 0.25% | −75−1.0% | 減碼 |
| BancorpSouth Bank | 7,145 | $162.7 萬 | 0.12% | −39−0.5% | 減碼 |
| Van Strum & Towne Inc. | 7,140 | $162.6 萬 | 0.59% | 00.0% | 不變 |
| Chesapeake Wealth Management | 7,125 | $162.2 萬 | 0.59% | −378−5.0% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 7,108 | $161.8 萬 | 0.09% | +546+8.3% | 加碼 |
| WSFS Capital Management, LLC | 4,834 | $161.8 萬 | 0.09% | −2,349−32.7% | 減碼 |
| ExodusPoint Capital Management, LP | 7,101 | $161.7 萬 | 0.02% | +7,101 | 新進 |
| McAdam, LLC | 7,080 | $161.2 萬 | 0.10% | +29+0.4% | 加碼 |
| Transatlantique Private Wealth LLC | 7,152 | $161.1 萬 | 0.70% | +10.0% | 加碼 |
| Monte Financial Group, LLC | 7,050 | $160.5 萬 | 0.70% | −25−0.4% | 減碼 |
| Bank of Hawaii | 7,007 | $159.5 萬 | 0.08% | +632+9.9% | 加碼 |
| Fort Point Capital Partners LLC | 7,000 | $159.4 萬 | 0.22% | 00.0% | 不變 |
| Mutual Advisors, LLC | 6,995 | $159.3 萬 | 0.05% | +949+15.7% | 加碼 |
| Groupama Asset Managment | 3,319 | $158.9 萬 | 0.03% | −14,131−81.0% | 減碼 |
| Forum Financial Management, LP | 6,952 | $158.3 萬 | 0.03% | 00.0% | 不變 |
| Trust Asset Management LLC | 6,944 | $158.1 萬 | 0.14% | 00.0% | 不變 |
| Obermeyer Wood Investment Counsel, LLLP | 6,910 | $157.3 萬 | 0.09% | +13+0.2% | 加碼 |
| Balentine LLC | 6,907 | $157.3 萬 | 0.05% | +202+3.0% | 加碼 |
| L2 Asset Management, LLC | 6,904 | $157.2 萬 | 0.52% | +1,402+25.5% | 加碼 |
| AIA Group Ltd | 6,900 | $157.1 萬 | 0.05% | −11,878−63.3% | 減碼 |
| Citadel Investment Advisory, Inc. | 6,884 | $156.7 萬 | 0.88% | 00.0% | 不變 |
| Piscataqua Savings Bank | 6,878 | $156.6 萬 | 1.38% | −13−0.2% | 減碼 |
| Lake Street Financial LLC | 6,848 | $155.9 萬 | 0.22% | +1,107+19.3% | 加碼 |
| Gratus Capital LLC | 6,817 | $155.2 萬 | 0.07% | +5,237+331.5% | 加碼 |
| Beacon Financial Group | 6,794 | $154.7 萬 | 0.18% | −203−2.9% | 減碼 |
| Allworth Financial LP | 6,788 | $154.6 萬 | 0.01% | +563+9.0% | 加碼 |
| Insight Advisors, LLC | 6,784 | $154.5 萬 | 0.30% | −57−0.8% | 減碼 |
| Symphony Financial, Ltd. Co. | 6,779 | $154.3 萬 | 0.36% | −240−3.4% | 減碼 |
| Global Retirement Partners, LLC | 6,771 | $154.2 萬 | 0.06% | +288+4.4% | 加碼 |
| Essex Investment Management Co LLC | 6,762 | $154.0 萬 | 0.30% | −34−0.5% | 減碼 |
| RMR Wealth Builders | 6,729 | $153.2 萬 | 0.19% | +523+8.4% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,702 | $152.6 萬 | 0.05% | +2,423+56.6% | 加碼 |
| Busey Wealth Management | 6,670 | $151.9 萬 | 0.05% | −77−1.1% | 減碼 |
| SOA Wealth Advisors, LLC. | 6,658 | $151.6 萬 | 0.31% | +206+3.2% | 加碼 |
| AXS Investments LLC | 6,635 | $151.1 萬 | 0.36% | −681−9.3% | 減碼 |
| Duff & Phelps Investment Management Co | 6,634 | $151.0 萬 | 0.02% | +202+3.1% | 加碼 |
| Grove Bank & Trust | 6,625 | $150.8 萬 | 0.25% | +2,898+77.8% | 加碼 |
| Smithfield Trust Co | 6,603 | $150.8 萬 | 0.08% | −59−0.9% | 減碼 |
| Greenwood Gearhart Inc | 6,623 | $150.8 萬 | 0.15% | −370−5.3% | 減碼 |
| Davis Investment Partners, LLC | 6,927 | $150.8 萬 | 0.66% | −61−0.9% | 減碼 |
| Dynasty Wealth Management, LLC | 6,573 | $149.7 萬 | 0.05% | +6,573 | 新進 |
| Simmons Bank | 6,566 | $149.5 萬 | 0.11% | −1,139−14.8% | 減碼 |
| SRN Advisors, LLC | 6,536 | $148.8 萬 | 1.16% | −108−1.6% | 減碼 |
| Patten & Patten Inc | 6,533 | $148.8 萬 | 0.11% | −10−0.2% | 減碼 |
| Aptus Capital Advisors, LLC | 6,521 | $148.5 萬 | 0.03% | +364+5.9% | 加碼 |
| Flputnam Investment Management Co | 6,474 | $147.4 萬 | 0.03% | −168−2.5% | 減碼 |
| Checchi Capital Advisers, LLC | 6,461 | $147.1 萬 | 0.11% | −116−1.8% | 減碼 |
| Diligent Investors, LLC | 6,422 | $146.2 萬 | 0.37% | −254−3.8% | 減碼 |
| Washington Trust Advisors, Inc. | 6,418 | $146.1 萬 | 0.13% | −215−3.2% | 減碼 |
| Woodstock Corp | 6,402 | $145.8 萬 | 0.15% | −46−0.7% | 減碼 |
| S&CO Inc | 6,386 | $145.4 萬 | 0.10% | 00.0% | 不變 |
| Crestwood Advisors Group LLC | 6,364 | $144.9 萬 | 0.03% | +1,034+19.4% | 加碼 |
| Aurora Private Wealth, Inc. | 6,362 | $144.8 萬 | 1.25% | 00.0% | 不變 |
| Aspiriant, LLC | 6,330 | $144.1 萬 | 0.06% | +48+0.8% | 加碼 |
| Mirabella Financial Services LLP | 6,326 | $144.0 萬 | 0.10% | +60+1.0% | 加碼 |
| Parisi Gray Wealth Management | 6,305 | $143.6 萬 | 0.54% | +4+0.1% | 加碼 |
| We Are One Seven, LLC | 6,298 | $143.4 萬 | 0.07% | −610−8.8% | 減碼 |
| Beach Investment Counsel Inc | 7,633 | $143.0 萬 | 0.18% | 00.0% | 不變 |