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
- 2,315
- 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 764 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 |
|---|---|---|---|---|---|
| Missouri Trust & Investment Co | 1,780 | $40.5 萬 | 0.16% | −95−5.1% | 減碼 |
| Fullerton Fund Management Co Ltd. | 1,775 | $40.4 萬 | 0.02% | +1,775 | 新進 |
| Harbour Trust & Investment Management Co | 1,773 | $40.4 萬 | 0.05% | 00.0% | 不變 |
| Windsor Capital Management, LLC | 1,769 | $40.3 萬 | 0.12% | +1+0.1% | 加碼 |
| Wela Strategies, Inc. | 1,765 | $40.2 萬 | 0.19% | −468−21.0% | 減碼 |
| Nottingham Advisors, Inc. | 1,765 | $40.2 萬 | 0.05% | 00.0% | 不變 |
| Means Investment Co., Inc. | 1,762 | $40.1 萬 | 0.05% | −332−15.9% | 減碼 |
| Integrated Investment Consultants, LLC | 1,757 | $40.0 萬 | 0.11% | 00.0% | 不變 |
| Precedent Wealth Partners, LLC | 1,757 | $40.0 萬 | 0.17% | 00.0% | 不變 |
| Fulton Breakefield Broenniman LLC | 1,748 | $39.8 萬 | 0.03% | 00.0% | 不變 |
| Atlantic Trust, LLC | 1,744 | $39.7 萬 | 0.10% | +50+3.0% | 加碼 |
| Accel Wealth Management | 1,741 | $39.6 萬 | 0.17% | +303+21.1% | 加碼 |
| Wealthquest Corp | 1,731 | $39.4 萬 | 0.04% | +12+0.7% | 加碼 |
| Quotient Wealth Partners, LLC | 1,727 | $39.3 萬 | 0.01% | −21−1.2% | 減碼 |
| Soltis Investment Advisors LLC | 1,726 | $39.3 萬 | 0.04% | +4+0.2% | 加碼 |
| Transcend Wealth Collective, LLC | 1,716 | $39.1 萬 | 0.03% | +132+8.3% | 加碼 |
| Trust Co of Virginia | 1,714 | $39.0 萬 | 0.04% | 00.0% | 不變 |
| Lafayette Investments, Inc. | 1,713 | $39.0 萬 | 0.09% | 00.0% | 不變 |
| Zevenbergen Capital Investments LLC | 1,700 | $38.7 萬 | 0.01% | 00.0% | 不變 |
| Diversified, LLC | 1,696 | $38.6 萬 | 0.05% | +49+3.0% | 加碼 |
| Cassaday & Co Wealth Management LLC | 1,695 | $38.6 萬 | 0.01% | +18+1.1% | 加碼 |
| NFP Retirement, Inc. | 1,694 | $38.6 萬 | 0.03% | +56+3.4% | 加碼 |
| First Personal Financial Services | 1,694 | $38.6 萬 | 0.09% | −200−10.6% | 減碼 |
| Zions Bancorporation, N.A. | 1,694 | $38.6 萬 | 0.03% | +225+15.3% | 加碼 |
| 180 Wealth Advisors, LLC | 1,687 | $38.4 萬 | 0.07% | −38−2.2% | 減碼 |
| Gitterman Wealth Management, LLC | 1,686 | $38.4 萬 | 0.15% | −1,335−44.2% | 減碼 |
| Heritage Investment Group, Inc. | 1,681 | $38.3 萬 | 0.08% | −498−22.9% | 減碼 |
| Angeles Wealth Management, LLC | 1,680 | $38.3 萬 | 0.04% | +461+37.8% | 加碼 |
| Round Rock Advisors, LLC | 1,679 | $38.2 萬 | 0.09% | +145+9.5% | 加碼 |
| Baker Boyer National Bank | 1,678 | $38.2 萬 | 0.13% | +85+5.3% | 加碼 |
| Investors Research Corp | 1,675 | $38.1 萬 | 0.09% | −95−5.4% | 減碼 |
| Howe & Rusling Inc | 1,668 | $38.0 萬 | 0.04% | +13+0.8% | 加碼 |
| Independent Solutions Wealth Management, LLC | 1,667 | $38.0 萬 | 0.09% | −27−1.6% | 減碼 |
| Vista Investment Partners LLC | 1,664 | $37.9 萬 | 0.13% | 00.0% | 不變 |
| LCNB Corp | 1,662 | $37.8 萬 | 0.14% | −95−5.4% | 減碼 |
| Fagan Associates, Inc. | 1,660 | $37.8 萬 | 0.07% | 00.0% | 不變 |
| Inscription Capital, LLC | 1,659 | $37.8 萬 | 0.06% | +570+52.3% | 加碼 |
| WBI Investments | 1,659 | $37.8 萬 | 0.08% | −2,214−57.2% | 減碼 |
| Strategy Asset Managers LLC | 1,658 | $37.8 萬 | 0.08% | 00.0% | 不變 |
| Foster & Motley Inc | 1,654 | $37.7 萬 | 0.03% | +90+5.8% | 加碼 |
| Skba Capital Management LLC | 1,650 | $37.6 萬 | 0.06% | 00.0% | 不變 |
| Norden Group LLC | 1,645 | $37.5 萬 | 0.08% | +1,645 | 新進 |
| Act Two Investors LLC | 1,645 | $37.5 萬 | 0.08% | 00.0% | 不變 |
| Berger Financial Group, Inc | 1,644 | $37.4 萬 | 0.03% | +449+37.6% | 加碼 |
| City Holding Co | 1,640 | $37.3 萬 | 0.06% | 00.0% | 不變 |
| Keystone Financial Group | 1,635 | $37.2 萬 | 0.05% | +1,635 | 新進 |
| Steigerwald, Gordon & Koch Inc. | 1,630 | $37.1 萬 | 0.05% | −17−1.0% | 減碼 |
| Schubert & Co | 1,626 | $37.0 萬 | 0.32% | +3+0.2% | 加碼 |
| Meadow Creek Wealth Advisors LLC | 1,625 | $37.0 萬 | 0.26% | +1,625 | 新進 |
| Birchcreek Wealth Management, LLC | 1,624 | $37.0 萬 | 0.19% | +256+18.7% | 加碼 |
| McElhenny Sheffield Capital Management, LLC | 1,623 | $36.9 萬 | 0.13% | −2−0.1% | 減碼 |
| Sentinus, LLC | 1,619 | $36.9 萬 | 0.13% | +1,619 | 新進 |
| Sterling Investment Advisors, Ltd. | 1,618 | $36.8 萬 | 0.10% | +1+0.1% | 加碼 |
| FourThought Financial Partners, LLC | 1,613 | $36.7 萬 | 0.04% | −180−10.0% | 減碼 |
| Acorn Wealth Advisors, LLC | 1,613 | $36.7 萬 | 0.19% | +1+0.1% | 加碼 |
| Pure Financial Advisors, Inc. | 1,609 | $36.6 萬 | 0.01% | +354+28.2% | 加碼 |
| Forza Wealth Management, LLC | 1,608 | $36.6 萬 | 0.19% | −70−4.2% | 減碼 |
| Aire Advisors, LLC | 1,603 | $36.6 萬 | 0.08% | 00.0% | 不變 |
| Peterson Wealth Services | 1,606 | $36.6 萬 | 0.13% | +2+0.1% | 加碼 |
| Alta Advisers Ltd | 1,600 | $36.4 萬 | 0.18% | 00.0% | 不變 |
| Asset Advisors Investment Management, LLC | 1,600 | $36.4 萬 | 0.04% | 00.0% | 不變 |
| Wealth Group, Ltd. | 1,597 | $36.4 萬 | 0.27% | +1,597 | 新進 |
| Cornell Pochily Investment Advisors, Inc. | 1,598 | $36.4 萬 | 0.14% | −34−2.1% | 減碼 |
| Keel Point, LLC | 1,596 | $36.3 萬 | 0.04% | +490+44.3% | 加碼 |
| Sivia Capital Partners, LLC | 1,591 | $36.2 萬 | 0.25% | −15−0.9% | 減碼 |
| Keebeck Wealth Management, LLC | 1,587 | $36.1 萬 | 0.05% | +479+43.2% | 加碼 |
| Burney Co | 1,586 | $36.1 萬 | 0.01% | −51−3.1% | 減碼 |
| Legacy Financial Strategies, LLC | 1,585 | $36.1 萬 | 0.09% | +18+1.1% | 加碼 |
| Bouchey Financial Group Ltd | 1,584 | $36.1 萬 | 0.04% | 00.0% | 不變 |
| Overbrook Management Corp | 1,583 | $36.0 萬 | 0.10% | −21,854−93.2% | 減碼 |
| Kelman-Lazarov, Inc. | 1,579 | $36.0 萬 | 0.07% | 00.0% | 不變 |
| Centric Wealth Management | 1,534 | $35.9 萬 | 0.11% | +133+9.5% | 加碼 |
| Kolinsky Wealth Management, LLC | 1,576 | $35.9 萬 | 0.27% | −283−15.2% | 減碼 |
| Wealth Advisory Solutions, LLC | 1,576 | $35.9 萬 | 0.09% | +1,576 | 新進 |
| Rockbridge Investment Management, LCC | 1,567 | $35.7 萬 | 0.05% | 00.0% | 不變 |
| Astoria Portfolio Advisors LLC. | 1,625 | $35.5 萬 | 0.14% | +96+6.3% | 加碼 |
| JFS Wealth Advisors, LLC | 1,557 | $35.4 萬 | 0.03% | +1+0.1% | 加碼 |
| Private Portfolio Partners LLC | 1,556 | $35.4 萬 | 0.07% | +3+0.2% | 加碼 |
| Meeder Asset Management Inc | 1,552 | $35.3 萬 | 0.02% | −43,828−96.6% | 減碼 |
| Boit C F David | 1,525 | $35.3 萬 | 0.19% | 00.0% | 不變 |
| Shulman DeMeo Asset Management LLC | 1,549 | $35.3 萬 | 0.09% | +4+0.3% | 加碼 |
| Amplius Wealth Advisors, LLC | 1,548 | $35.2 萬 | 0.04% | +48+3.2% | 加碼 |
| LaSalle St. Investment Advisors, LLC | 26,356 | $35.2 萬 | 0.20% | +24,474+1,300.4% | 加碼 |
| Michael B. Yongue | 1,545 | $35.2 萬 | 0.31% | −885−36.4% | 減碼 |
| Davidson Trust Co | 1,539 | $35.0 萬 | 0.20% | 00.0% | 不變 |
| Mayfair Advisory Group, LLC | 1,539 | $35.0 萬 | 0.25% | +32+2.1% | 加碼 |
| Atlas Private Wealth Advisors | 1,538 | $35.0 萬 | 0.12% | −1,184−43.5% | 減碼 |
| Five Oceans Advisors | 1,531 | $34.9 萬 | 0.18% | −85−5.3% | 減碼 |
| MONECO Advisors, LLC | 1,529 | $34.8 萬 | 0.06% | +10+0.7% | 加碼 |
| Liberty Wealth Management LLC | 1,527 | $34.8 萬 | 0.07% | −46−2.9% | 減碼 |
| Annex Advisory Services, LLC | 1,528 | $34.8 萬 | 0.01% | −293−16.1% | 減碼 |
| Ariston Services Group | 1,525 | $34.7 萬 | 0.33% | −599−28.2% | 減碼 |
| Regal Investment Advisors LLC | 1,524 | $34.7 萬 | 0.02% | −204−11.8% | 減碼 |
| Hemington Wealth Management | 1,518 | $34.6 萬 | 0.13% | −44−2.8% | 減碼 |
| CIC Wealth, LLC | 1,518 | $34.6 萬 | 0.10% | +47+3.2% | 加碼 |
| Claro Advisors LLC | 1,517 | $34.5 萬 | 0.06% | +161+11.9% | 加碼 |
| TrueWealth Advisors, LLC | 1,513 | $34.5 萬 | 0.13% | +435+40.4% | 加碼 |
| Northwest Bancshares, Inc. | 1,509 | $34.4 萬 | 0.05% | 00.0% | 不變 |
| Elevated Capital Advisors, LLC | 1,505 | $34.3 萬 | 0.10% | −16−1.1% | 減碼 |
| Professional Advisory Services Inc | 1,500 | $34.2 萬 | 0.05% | 00.0% | 不變 |