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 |
|---|---|---|---|---|---|
| Weik Capital Management | 6,228 | $141.8 萬 | 0.60% | 00.0% | 不變 |
| Trust Point Inc. | 6,204 | $141.3 萬 | 0.11% | +324+5.5% | 加碼 |
| HTLF Bank | 6,202 | $141.2 萬 | 0.16% | +47+0.8% | 加碼 |
| Community Bank, N.A. | 6,197 | $141.1 萬 | 0.19% | −316−4.9% | 減碼 |
| Ameritas Investment Partners, Inc. | 6,186 | $140.8 萬 | 0.05% | −231−3.6% | 減碼 |
| Cigna Investments Inc | 6,159 | $140.2 萬 | 0.27% | −94−1.5% | 減碼 |
| Abundance Wealth Counselors | 6,145 | $139.9 萬 | 0.32% | +15+0.2% | 加碼 |
| PFG Investments, LLC | 6,129 | $139.6 萬 | 0.08% | +4,315+237.9% | 加碼 |
| Hilltop National Bank | 6,123 | $139.4 萬 | 0.47% | +6,123 | 新進 |
| Weil Company, Inc. | 6,035 | $137.4 萬 | 0.55% | +35+0.6% | 加碼 |
| Private Trust Co NA | 6,018 | $137.0 萬 | 0.15% | +1,273+26.8% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 6,015 | $137.0 萬 | 0.03% | +195+3.4% | 加碼 |
| Venturi Wealth Management, LLC | 6,014 | $136.9 萬 | 0.09% | +3,785+169.8% | 加碼 |
| Quinn Opportunity Partners LLC | 6,000 | $136.6 萬 | 0.15% | 00.0% | 不變 |
| BayBridge Capital Group, LLC | 5,855 | $136.4 萬 | 1.19% | −5−0.1% | 減碼 |
| Fielder Capital Group LLC | 5,953 | $135.5 萬 | 0.61% | +272+4.8% | 加碼 |
| Ransom Advisory, Ltd | 5,946 | $135.4 萬 | 0.72% | +5,946 | 新進 |
| Twin Capital Management Inc | 5,945 | $135.4 萬 | 0.17% | +105+1.8% | 加碼 |
| Cambridge Financial Group, LLC | 5,942 | $135.3 萬 | 0.64% | −223−3.6% | 減碼 |
| YHB Investment Advisors, Inc. | 5,941 | $135.3 萬 | 0.12% | 00.0% | 不變 |
| Geo Capital Gestora de Recursos Ltd | 5,911 | $134.6 萬 | 1.52% | −6,435−52.1% | 減碼 |
| Westpac Banking Corp | 5,897 | $134.3 萬 | 0.10% | −460−7.2% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,761 | $134.2 萬 | 0.01% | +14+0.2% | 加碼 |
| Ascent Group, LLC | 5,895 | $134.2 萬 | 0.12% | +90+1.6% | 加碼 |
| Centiva Capital, LP | 5,877 | $133.8 萬 | 0.08% | +5,289+899.5% | 加碼 |
| XTX Topco Ltd | 5,853 | $133.3 萬 | 0.18% | +4,016+218.6% | 加碼 |
| Sentry Investment Management LLC | 5,824 | $132.6 萬 | 0.51% | 00.0% | 不變 |
| Strategic Investment Advisors | 5,806 | $132.2 萬 | 0.17% | −375−6.1% | 減碼 |
| Highline Wealth Partners LLC | 5,805 | $132.2 萬 | 0.54% | +28+0.5% | 加碼 |
| TrinityPoint Wealth, LLC | 5,803 | $132.1 萬 | 0.22% | +36+0.6% | 加碼 |
| Wealthspire Advisors, LLC | 5,795 | $132.0 萬 | 0.02% | −557−8.8% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 5,784 | $131.7 萬 | 0.10% | −223−3.7% | 減碼 |
| Stokes Family Office, LLC | 5,767 | $131.3 萬 | 0.16% | −510−8.1% | 減碼 |
| Ledyard National Bank | 5,766 | $131.3 萬 | 0.13% | −179−3.0% | 減碼 |
| Hohimer Wealth Management, LLC | 5,689 | $129.5 萬 | 0.30% | +421+8.0% | 加碼 |
| Derbend Asset Management | 5,685 | $129.4 萬 | 0.64% | −483−7.8% | 減碼 |
| Daymark Wealth Partners, LLC | 100,267 | $129.4 萬 | 0.07% | −66−0.1% | 減碼 |
| Profit Investment Management, LLC | 5,677 | $129.3 萬 | 0.73% | 00.0% | 不變 |
| North Star Investment Management Corp. | 5,668 | $129.1 萬 | 0.09% | +899+18.9% | 加碼 |
| Laurel Wealth Advisors LLC | 5,660 | $128.9 萬 | 0.22% | 00.0% | 不變 |
| Stonebrook Private Inc. | 5,657 | $128.8 萬 | 0.38% | +71+1.3% | 加碼 |
| Buckingham Strategic Partners | 5,657 | $128.8 萬 | 0.04% | +3,546+168.0% | 加碼 |
| First Citizens Bank & Trust Co | 5,633 | $128.3 萬 | 0.02% | +3,008+114.6% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 5,629 | $128.2 萬 | 0.24% | −510−8.3% | 減碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 5,610 | $127.7 萬 | 0.33% | +5,610 | 新進 |
| Crewe Advisors LLC | 5,595 | $127.4 萬 | 0.15% | +5,595 | 新進 |
| Sargent Investment Group, LLC | 5,589 | $127.3 萬 | 0.28% | +393+7.6% | 加碼 |
| Northcape Wealth Management, LLC | 5,580 | $127.1 萬 | 0.46% | 00.0% | 不變 |
| Legacy Edge Advisors, LLC | 5,577 | $127.0 萬 | 0.26% | +430+8.4% | 加碼 |
| Prospera Financial Services Inc | 5,541 | $126.3 萬 | 0.04% | +942+20.5% | 加碼 |
| Syon Capital LLC | 5,545 | $126.2 萬 | 0.12% | +30+0.5% | 加碼 |
| J. W. Coons Advisors, LLC | 5,542 | $126.2 萬 | 0.29% | +1,400+33.8% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 5,524 | $125.8 萬 | 0.07% | +999+22.1% | 加碼 |
| MeadowBrook Investment Advisors LLC | 5,518 | $125.6 萬 | 1.17% | −345−5.9% | 減碼 |
| Strategic Advocates LLC | 5,500 | $125.2 萬 | 0.48% | −1,389−20.2% | 減碼 |
| Icon Advisers Inc | 5,500 | $125.2 萬 | 0.27% | 00.0% | 不變 |
| Hall Capital Management Co Inc | 5,495 | $125.1 萬 | 0.62% | +50+0.9% | 加碼 |
| Edge Capital Group, LLC | 5,482 | $124.8 萬 | 0.06% | −30−0.5% | 減碼 |
| Lavaca Capital LLC | 5,471 | $124.6 萬 | 0.76% | +144+2.7% | 加碼 |
| Gen-Wealth Partners Inc | 5,464 | $124.4 萬 | 0.62% | +5,464 | 新進 |
| Lawson Kroeker Investment Management Inc | 5,407 | $123.1 萬 | 0.23% | 00.0% | 不變 |
| KRS Capital Management, LLC | 5,364 | $122.1 萬 | 0.99% | −726−11.9% | 減碼 |
| Carr Financial Group Corp | 5,360 | $122.0 萬 | 0.41% | +120+2.3% | 加碼 |
| Mittelman Wealth Management | 5,354 | $121.9 萬 | 0.83% | +5,354 | 新進 |
| Pecaut & Co. | 5,340 | $121.6 萬 | 0.45% | 00.0% | 不變 |
| Magnus Financial Group LLC | 5,334 | $121.4 萬 | 0.14% | +1,003+23.2% | 加碼 |
| Barden Capital Management, Inc. | 5,312 | $120.9 萬 | 1.17% | −18,048−77.3% | 減碼 |
| Financial Counselors Inc | 5,297 | $120.6 萬 | 0.02% | +820+18.3% | 加碼 |
| Vectors Research Management, LLC | 5,289 | $120.4 萬 | 0.34% | +80+1.5% | 加碼 |
| Wealth Alliance | 5,270 | $120.0 萬 | 0.16% | −99−1.8% | 減碼 |
| Waldron Private Wealth LLC | 5,266 | $119.9 萬 | 0.05% | +718+15.8% | 加碼 |
| Procyon Private Wealth Partners, LLC | 5,258 | $119.7 萬 | 0.09% | +19+0.4% | 加碼 |
| Harbor Investment Advisory, LLC | 5,249 | $119.5 萬 | 0.12% | +965+22.5% | 加碼 |
| Flagship Harbor Advisors, LLC | 5,248 | $119.5 萬 | 0.08% | +61+1.2% | 加碼 |
| United Asset Strategies, Inc. | 5,234 | $119.2 萬 | 0.12% | −4,209−44.6% | 減碼 |
| Ramirez Asset Management, Inc. | 5,229 | $119.1 萬 | 0.24% | −375−6.7% | 減碼 |
| Factorial Partners, LLC | 5,200 | $118.4 萬 | 0.67% | 00.0% | 不變 |
| Manchester Capital Management LLC | 5,196 | $118.3 萬 | 0.15% | +5,196 | 新進 |
| Semper Augustus Investments Group LLC大師Semper Augustus | 5,166 | $117.6 萬 | 0.22% | −1,260−19.6% | 減碼 |
| Cypress Wealth Services, LLC | 5,161 | $117.5 萬 | 0.27% | +923+21.8% | 加碼 |
| S.A. Mason LLC | 5,158 | $117.4 萬 | 0.71% | +12+0.2% | 加碼 |
| Sterling Wealth Management, Inc. | 5,128 | $116.8 萬 | 0.58% | 00.0% | 不變 |
| Levin Capital Strategies, L.P. | 5,115 | $116.5 萬 | 0.12% | −143−2.7% | 減碼 |
| Old National Bancorp | 5,114 | $116.4 萬 | 0.03% | −527−9.3% | 減碼 |
| Grey Street Capital, LLC | 5,112 | $116.4 萬 | 0.16% | +5,112 | 新進 |
| Fifth Third Wealth Advisors LLC | 5,092 | $115.9 萬 | 0.18% | +638+14.3% | 加碼 |
| Cornerstone Planning Group LLC | 5,001 | $115.4 萬 | 0.36% | −210−4.0% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 5,051 | $115.0 萬 | 0.05% | −220−4.2% | 減碼 |
| Capstone Investment Advisors, LLC | 5,046 | $114.9 萬 | 0.02% | +2,617+107.7% | 加碼 |
| Garde Capital, Inc. | 5,013 | $114.1 萬 | 0.08% | −49−1.0% | 減碼 |
| Brighton Jones LLC | 5,004 | $113.9 萬 | 0.04% | +258+5.4% | 加碼 |
| Spirit of America Management Corp | 5,000 | $113.8 萬 | 0.23% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 4,988 | $113.6 萬 | 0.00% | +1,348+37.0% | 加碼 |
| Confluence Wealth Services, Inc. | 4,971 | $113.2 萬 | 0.10% | −74−1.5% | 減碼 |
| Revisor Wealth Management LLC | 5,450 | $113.1 萬 | 0.51% | +5,450 | 新進 |
| Burke & Herbert Bank & Trust Co | 4,934 | $112.3 萬 | 0.85% | −264−5.1% | 減碼 |
| VisionPoint Advisory Group, LLC | 4,925 | $112.1 萬 | 0.40% | −4,713−48.9% | 減碼 |
| RB Capital Management, LLC | 4,917 | $112.0 萬 | 0.30% | +363+8.0% | 加碼 |
| LM Advisors LLC | 4,879 | $111.1 萬 | 0.18% | −954−16.4% | 減碼 |
| RSM US Wealth Management LLC | 4,843 | $110.3 萬 | 0.03% | −797−14.1% | 減碼 |