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 |
|---|---|---|---|---|---|
| Portside Wealth Group, LLC | 3,090 | $70.4 萬 | 0.13% | −351−10.2% | 減碼 |
| Outlook Wealth Advisors, LLC | 3,090 | $70.4 萬 | 0.22% | −270−8.0% | 減碼 |
| Hoylecohen, LLC | 3,087 | $70.3 萬 | 0.05% | +100+3.3% | 加碼 |
| Alpha Cubed Investments, LLC | 3,066 | $69.8 萬 | 0.04% | +1,716+127.1% | 加碼 |
| Bath Savings Trust Co | 3,064 | $69.8 萬 | 0.07% | +56+1.9% | 加碼 |
| Financial Management Network Inc | 3,163 | $69.5 萬 | 0.18% | −163−4.9% | 減碼 |
| Abbrea Capital, LLC | 3,042 | $69.3 萬 | 0.09% | 00.0% | 不變 |
| Cary Street Partners Asset Management LLC | 3,039 | $69.2 萬 | 0.11% | −50−1.6% | 減碼 |
| ERn Financial, LLC | 3,035 | $69.1 萬 | 0.12% | 00.0% | 不變 |
| Clean Yield Group | 3,032 | $69.0 萬 | 0.27% | −100−3.2% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 3,019 | $68.8 萬 | 0.04% | +4+0.1% | 加碼 |
| Meridian Wealth Management, LLC | 3,015 | $68.6 萬 | 0.11% | −79−2.6% | 減碼 |
| SeaCrest Wealth Management, LLC | 3,012 | $68.6 萬 | 0.08% | −629−17.3% | 減碼 |
| Vivid Wealth Management, LLC | 3,006 | $68.4 萬 | 0.43% | +37+1.2% | 加碼 |
| Weybosset Research & Management LLC | 1,150 | $68.4 萬 | 0.52% | 00.0% | 不變 |
| Scissortail Wealth Management, LLC | 3,000 | $68.3 萬 | 0.18% | −1,539−33.9% | 減碼 |
| Acima Private Wealth, LLC | 3,000 | $68.3 萬 | 0.25% | 00.0% | 不變 |
| Authentikos Wealth Advisory, LLC | 3,000 | $68.3 萬 | 0.69% | 00.0% | 不變 |
| Legacy Wealth Management, LLC | 3,000 | $68.3 萬 | 0.31% | 00.0% | 不變 |
| Mitchell Sinkler & Starr | 3,000 | $68.3 萬 | 0.17% | +700+30.4% | 加碼 |
| Quent Capital, LLC | 2,982 | $67.9 萬 | 0.08% | +340+12.9% | 加碼 |
| Ellis Investment Partners, LLC | 2,972 | $67.7 萬 | 0.15% | −999−25.2% | 減碼 |
| EverSource Wealth Advisors, LLC | 2,891 | $67.7 萬 | 0.05% | −21−0.7% | 減碼 |
| Great Valley Advisor Group, Inc. | 2,964 | $67.4 萬 | 0.02% | −319−9.7% | 減碼 |
| Graypoint LLC | 2,957 | $67.3 萬 | 0.05% | +244+9.0% | 加碼 |
| Embree Financial Group | 2,949 | $67.2 萬 | 0.13% | +5+0.2% | 加碼 |
| Tradition Wealth Management, LLC | 2,948 | $67.1 萬 | 0.07% | +10.0% | 加碼 |
| Arrow Financial Corp | 2,933 | $66.8 萬 | 0.07% | −35−1.2% | 減碼 |
| Union Savings Bank | 2,918 | $66.4 萬 | 0.35% | −903−23.6% | 減碼 |
| Texas Yale Capital Corp. | 2,916 | $66.4 萬 | 0.03% | +60+2.1% | 加碼 |
| PDS Planning, Inc | 2,915 | $66.4 萬 | 0.07% | +168+6.1% | 加碼 |
| Waters Parkerson & Co., LLC | 2,912 | $66.3 萬 | 0.03% | +698+31.5% | 加碼 |
| Cambridge Advisors Inc. | 2,910 | $66.3 萬 | 0.16% | 00.0% | 不變 |
| Twin Lakes Capital Management, LLC | 2,907 | $66.2 萬 | 0.45% | +4+0.1% | 加碼 |
| Legal Advantage Investments, Inc. | 2,900 | $66.0 萬 | 0.37% | −100−3.3% | 減碼 |
| VeraBank, N.A. | 2,898 | $66.0 萬 | 0.21% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 2,888 | $65.8 萬 | 0.13% | +727+33.6% | 加碼 |
| Kozak & Associates, Inc. | 2,723 | $65.7 萬 | 0.18% | +15+0.6% | 加碼 |
| Summit Financial Group Inc | 2,885 | $65.7 萬 | 0.23% | 00.0% | 不變 |
| Skopos Labs, Inc. | 2,886 | $65.7 萬 | 0.28% | −10−0.3% | 減碼 |
| Wellington Wealth Strategies, LLC. | 2,884 | $65.7 萬 | 0.31% | +2,884 | 新進 |
| InterOcean Capital Group, LLC | 2,880 | $65.6 萬 | 0.02% | −369−11.4% | 減碼 |
| LongView Wealth Management | 2,879 | $65.6 萬 | 0.26% | −334−10.4% | 減碼 |
| Donoghue Forlines LLC | 2,879 | $65.6 萬 | 0.19% | −686−19.2% | 減碼 |
| Knightsbridge Asset Management, LLC | 3,499 | $65.5 萬 | 0.19% | 00.0% | 不變 |
| FirstPurpose Wealth LLC | 3,007 | $65.4 萬 | 0.24% | −103−3.3% | 減碼 |
| Centennial Bank | 2,870 | $65.3 萬 | 0.33% | 00.0% | 不變 |
| Bank Hapoalim BM | 2,870 | $65.3 萬 | 0.08% | −20−0.7% | 減碼 |
| Kavar Capital Partners Group, LLC | 2,867 | $65.3 萬 | 0.12% | +2,867 | 新進 |
| Bristol John W & Co Inc | 2,851 | $64.9 萬 | 0.01% | 00.0% | 不變 |
| Marcum Wealth, LLC | 2,848 | $64.9 萬 | 0.07% | +182+6.8% | 加碼 |
| Nilsine Partners, LLC | 2,843 | $64.7 萬 | 0.09% | −86−2.9% | 減碼 |
| Burford Brothers, Inc. | 2,840 | $64.7 萬 | 0.42% | +243+9.4% | 加碼 |
| CoreFirst Bank & Trust | 2,823 | $64.3 萬 | 0.40% | −25−0.9% | 減碼 |
| Quadrant Private Wealth Management, LLC | 2,819 | $64.2 萬 | 0.16% | −107−3.7% | 減碼 |
| McIlrath & Eck, LLC | 2,802 | $63.8 萬 | 0.10% | 00.0% | 不變 |
| Kearns & Associates LLC | 2,800 | $63.8 萬 | 0.49% | 00.0% | 不變 |
| Veritas Investment Partners (UK) Ltd. | 2,800 | $63.8 萬 | 0.01% | 00.0% | 不變 |
| Graves-Light Private Wealth Management, Inc. | 2,783 | $63.4 萬 | 0.07% | 00.0% | 不變 |
| Fortune Financial Advisors, LLC | 2,782 | $63.4 萬 | 0.40% | −60−2.1% | 減碼 |
| Avestar Capital, LLC | 2,782 | $63.3 萬 | 0.07% | +760+37.6% | 加碼 |
| Strategic Blueprint, LLC | 2,770 | $63.1 萬 | 0.04% | −165−5.6% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 2,768 | $63.0 萬 | 0.00% | −3,080−52.7% | 減碼 |
| Hanson & Doremus Investment Management | 2,765 | $63.0 萬 | 0.11% | −59−2.1% | 減碼 |
| Partnership Wealth Management, LLC | 2,753 | $62.7 萬 | 0.44% | +4+0.1% | 加碼 |
| Guardian Wealth Advisors, LLC | 2,751 | $62.6 萬 | 0.08% | +77+2.9% | 加碼 |
| Marietta Investment Partners LLC | 2,750 | $62.6 萬 | 0.14% | 00.0% | 不變 |
| Doliver Advisors, LP | 2,749 | $62.6 萬 | 0.18% | −132−4.6% | 減碼 |
| Millington Financial Advisors, LLC | 2,727 | $62.1 萬 | 0.44% | 00.0% | 不變 |
| TNF LLC | 2,595 | $62.1 萬 | 0.25% | 00.0% | 不變 |
| Midwest Financial Group LLC | 2,723 | $62.0 萬 | 0.42% | 00.0% | 不變 |
| Triangle Securities Wealth Management | 2,710 | $61.7 萬 | 0.18% | 00.0% | 不變 |
| Charter Trust Co | 2,709 | $61.7 萬 | 0.04% | +612+29.2% | 加碼 |
| MCF Advisors LLC | 2,707 | $61.6 萬 | 0.05% | −1,211−30.9% | 減碼 |
| Farther Finance Advisors, LLC | 2,707 | $61.6 萬 | 0.04% | +393+17.0% | 加碼 |
| Athena Investment Management | 2,700 | $61.5 萬 | 0.37% | −73−2.6% | 減碼 |
| Stratos Wealth Advisors, LLC | 2,698 | $61.5 萬 | 0.04% | +491+22.2% | 加碼 |
| REDW Wealth LLC | 2,698 | $61.4 萬 | 0.17% | +42+1.6% | 加碼 |
| PFC Capital Group, Inc. | 2,700 | $61.4 萬 | 0.33% | 00.0% | 不變 |
| Sage Mountain Advisors LLC | 2,690 | $61.2 萬 | 0.06% | +53+2.0% | 加碼 |
| Cherry Tree Wealth Management, LLC | 2,675 | $60.9 萬 | 0.15% | 00.0% | 不變 |
| Advisor OS, LLC | 2,673 | $60.9 萬 | 0.07% | +193+7.8% | 加碼 |
| Tiemann Investment Advisors, LLC | 2,651 | $60.4 萬 | 0.27% | −25−0.9% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 2,650 | $60.3 萬 | 0.10% | +111+4.4% | 加碼 |
| Outfitter Financial LLC | 2,625 | $59.8 萬 | 0.49% | +2,625 | 新進 |
| Inceptionr LLC | 2,614 | $59.5 萬 | 0.15% | +2,614 | 新進 |
| Advisor Resource Council | 3,167 | $59.3 萬 | 0.25% | +3,167 | 新進 |
| Lindbrook Capital, LLC | 2,604 | $59.3 萬 | 0.06% | +414+18.9% | 加碼 |
| LGT Fund Management Co Ltd. | 2,600 | $59.2 萬 | 0.25% | 00.0% | 不變 |
| Pioneer Trust Bank N A | 2,600 | $59.2 萬 | 0.16% | 00.0% | 不變 |
| Wexford Capital LP | 2,600 | $59.2 萬 | 0.12% | 00.0% | 不變 |
| Global Trust Asset Management, LLC | 2,599 | $59.2 萬 | 0.24% | −400−13.3% | 減碼 |
| Founders Financial Alliance, LLC | 2,594 | $59.1 萬 | 0.18% | +150+6.1% | 加碼 |
| TCG Advisory Services, LLC | 2,582 | $58.8 萬 | 0.03% | +2,582 | 新進 |
| Northstar Asset Management LLC | 2,581 | $58.8 萬 | 0.14% | +25+1.0% | 加碼 |
| Mechanics Bank Trust Department | 2,580 | $58.7 萬 | 0.09% | +7+0.3% | 加碼 |
| Lewis Asset Management, LLC | 2,579 | $58.7 萬 | 0.48% | +144+5.9% | 加碼 |
| Cozad Asset Management Inc | 2,571 | $58.5 萬 | 0.06% | +613+31.3% | 加碼 |
| AdvisorShares Investments LLC | 2,570 | $58.5 萬 | 0.10% | 00.0% | 不變 |
| Essex Savings Bank | 3,121 | $58.5 萬 | 0.17% | 00.0% | 不變 |