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 |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 107,186 | $2,441 萬 | 0.08% | −10,210−8.7% | 減碼 |
| Capital Investment Advisors, LLC | 106,787 | $2,431 萬 | 0.57% | −15,828−12.9% | 減碼 |
| Two Sigma Investments, LP | 105,932 | $2,412 萬 | 0.06% | −65,637−38.3% | 減碼 |
| Quilter Plc | 105,071 | $2,392 萬 | 0.57% | +105,071 | 新進 |
| Paralel Advisors LLC | 105,000 | $2,391 萬 | 1.10% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 102,846 | $2,342 萬 | 0.36% | +1,028+1.0% | 加碼 |
| NorthCrest Asset Manangement, LLC | 101,377 | $2,308 萬 | 0.79% | −1,763−1.7% | 減碼 |
| Bragg Financial Advisors, Inc | 101,104 | $2,302 萬 | 1.03% | −1,635−1.6% | 減碼 |
| Utah Retirement Systems | 100,622 | $2,291 萬 | 0.27% | 00.0% | 不變 |
| Czech National Bank | 100,619 | $2,291 萬 | 0.30% | −224−0.2% | 減碼 |
| Xponance, Inc. | 99,508 | $2,266 萬 | 0.24% | +3,670+3.8% | 加碼 |
| Noesis Capital Mangement Corp | 99,401 | $2,263 萬 | 5.03% | −3,502−3.4% | 減碼 |
| Coulter & Justus Financial Services, LLC | 99,401 | $2,263 萬 | 5.03% | +99,401 | 新進 |
| Henshaw Capital LLC | 98,305 | $2,238 萬 | 1.05% | 00.0% | 不變 |
| Cobblestone Capital Advisors LLC | 98,303 | $2,238 萬 | 1.41% | −713−0.7% | 減碼 |
| Klingenstein Fields & Co LP | 97,511 | $2,220 萬 | 0.92% | −3,698−3.7% | 減碼 |
| MML Investors Services, LLC | 97,075 | $2,210 萬 | 0.09% | +2,060+2.2% | 加碼 |
| Penserra Capital Management LLC | 97,031 | $2,209 萬 | 0.28% | +90,999+1,508.6% | 加碼 |
| Steward Partners Investment Advisory, LLC | 96,794 | $2,204 萬 | 0.24% | −4,003−4.0% | 減碼 |
| Investment House LLC | 96,774 | $2,203 萬 | 1.30% | +5,824+6.4% | 加碼 |
| Brinker Capital Investments, LLC | 95,550 | $2,176 萬 | 0.23% | −5,790−5.7% | 減碼 |
| Orion Portfolio Solutions, LLC | 95,550 | $2,176 萬 | 0.23% | −5,790−5.7% | 減碼 |
| Chesley Taft & Associates LLC | 94,555 | $2,153 萬 | 1.10% | −160−0.2% | 減碼 |
| United Services Automobile Association | 94,538 | $2,153 萬 | 0.53% | −21,853−18.8% | 減碼 |
| Fiduciary Trust Co | 90,914 | $2,070 萬 | 0.32% | +1,483+1.7% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 90,563 | $2,062 萬 | 0.23% | −7,600−7.7% | 減碼 |
| Trexquant Investment LP | 90,539 | $2,061 萬 | 0.41% | +90,539 | 新進 |
| Clifford Capital Partners LLC | 89,324 | $2,034 萬 | 5.17% | +2,383+2.7% | 加碼 |
| Welch & Forbes LLC | 89,063 | $2,028 萬 | 0.28% | −827−0.9% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 88,161 | $2,007 萬 | 0.08% | +9,071+11.5% | 加碼 |
| New York Life Investment Management LLC | 87,262 | $1,987 萬 | 0.20% | −3,491−3.8% | 減碼 |
| UniSuper Management Pty Ltd | 87,147 | $1,984 萬 | 0.19% | +82,153+1,645.0% | 加碼 |
| Citizens Financial Group Inc | 84,089 | $1,915 萬 | 0.64% | −3,024−3.5% | 減碼 |
| LVM Capital Management Ltd | 83,939 | $1,911 萬 | 2.26% | +1,465+1.8% | 加碼 |
| HM Payson & Co | 83,459 | $1,900 萬 | 0.35% | −279−0.3% | 減碼 |
| Cresset Asset Management, LLC | 83,335 | $1,897 萬 | 0.09% | +9,992+13.6% | 加碼 |
| Public Employees Retirement Association of Colorado | 83,130 | $1,893 萬 | 0.08% | −10,580−11.3% | 減碼 |
| AQR Capital Management LLC | 83,261 | $1,890 萬 | 0.03% | −125,317−60.1% | 減碼 |
| Yousif Capital Management, LLC | 82,695 | $1,883 萬 | 0.21% | −2,305−2.7% | 減碼 |
| Beacon Pointe Advisors, LLC | 82,389 | $1,876 萬 | 0.21% | +17,033+26.1% | 加碼 |
| Voloridge Investment Management, LLC | 82,133 | $1,870 萬 | 0.07% | +82,133 | 新進 |
| Baxter Bros Inc | 81,297 | $1,851 萬 | 2.37% | +162+0.2% | 加碼 |
| CBOE Vest Financial, LLC | 81,182 | $1,848 萬 | 0.49% | +11,430+16.4% | 加碼 |
| Founders Capital Management, LLC | 80,468 | $1,832 萬 | 3.39% | −1,557−1.9% | 減碼 |
| Abner Herrman & Brock LLC | 80,334 | $1,829 萬 | 2.28% | −1,510−1.8% | 減碼 |
| Great West Life Assurance Co | 78,100 | $1,784 萬 | 0.04% | −1,755−2.2% | 減碼 |
| Abn Amro Investment Solutions | 76,738 | $1,747 萬 | 0.30% | −32,399−29.7% | 減碼 |
| Mutual of America Capital Management LLC | 74,976 | $1,707 萬 | 0.18% | −2,103−2.7% | 減碼 |
| Holowesko Partners Ltd. | 74,200 | $1,689 萬 | 6.91% | 00.0% | 不變 |
| Gradient Investments LLC | 74,182 | $1,689 萬 | 0.39% | −23,933−24.4% | 減碼 |
| Marco Investment Management LLC | 74,134 | $1,688 萬 | 1.59% | +150+0.2% | 加碼 |
| Swiss Life Asset Management Ltd | 74,098 | $1,687 萬 | 0.23% | −76,773−50.9% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 72,798 | $1,658 萬 | 0.38% | +3,530+5.1% | 加碼 |
| Whittier Trust Co | 71,961 | $1,638 萬 | 0.24% | −2,098−2.8% | 減碼 |
| Crossmark Global Holdings, Inc. | 71,847 | $1,636 萬 | 0.31% | −2,842−3.8% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 71,683 | $1,632 萬 | 0.18% | +9,975+16.2% | 加碼 |
| Banco Santander, S.A. | 71,494 | $1,628 萬 | 0.20% | +964+1.4% | 加碼 |
| Drexel Morgan & Co. | 70,918 | $1,615 萬 | 3.32% | 00.0% | 不變 |
| Lido Advisors, LLC | 70,488 | $1,605 萬 | 0.14% | +3,266+4.9% | 加碼 |
| State of Alaska, Department of Revenue | 70,396 | $1,603 萬 | 0.18% | −3,240−4.4% | 減碼 |
| QRG Capital Management, Inc. | 69,887 | $1,591 萬 | 0.20% | +4,627+7.1% | 加碼 |
| British Columbia Investment Management Corp | 69,840 | $1,590 萬 | 0.11% | −2,218−3.1% | 減碼 |
| Kempen Capital Management N.V. | 69,755 | $1,588 萬 | 0.20% | −3,359−4.6% | 減碼 |
| Parthenon LLC | 69,554 | $1,584 萬 | 2.01% | −120−0.2% | 減碼 |
| Ethic Inc. | 69,362 | $1,579 萬 | 0.40% | +3,152+4.8% | 加碼 |
| Prudential PLC | 69,316 | $1,578 萬 | 0.13% | +23,224+50.4% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 72,128 | $1,574 萬 | 3.02% | −112−0.2% | 減碼 |
| Nissay Asset Management Corp | 68,242 | $1,554 萬 | 0.11% | −3,400−4.7% | 減碼 |
| La Banque Postale Asset Management SA | 68,040 | $1,549 萬 | 0.62% | +17,200+33.8% | 加碼 |
| Castleark Management LLC | 67,975 | $1,548 萬 | 0.64% | +65,300+2,441.1% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 67,657 | $1,540 萬 | 1.23% | +54,023+396.2% | 加碼 |
| Cullinan Associates Inc | 67,649 | $1,540 萬 | 0.86% | −42,438−38.5% | 減碼 |
| Willis Investment Counsel | 67,416 | $1,535 萬 | 1.06% | +475+0.7% | 加碼 |
| Private Management Group Inc | 67,055 | $1,527 萬 | 0.58% | −60,522−47.4% | 減碼 |
| Hancock Whitney Corp | 67,018 | $1,526 萬 | 0.53% | +3,546+5.6% | 加碼 |
| Eagle Global Advisors LLC | 66,247 | $1,508 萬 | 0.85% | −228−0.3% | 減碼 |
| MAI Capital Management | 66,040 | $1,504 萬 | 0.16% | +26,783+68.2% | 加碼 |
| Wesleyan Assurance Society | 65,900 | $1,500 萬 | 1.33% | −3,900−5.6% | 減碼 |
| Taurus Asset Management, LLC | 65,709 | $1,496 萬 | 1.52% | −775−1.2% | 減碼 |
| GM Advisory Group, Inc. | 65,463 | $1,491 萬 | 1.05% | +230.0% | 加碼 |
| Hamilton Point Investment Advisors, LLC | 65,358 | $1,488 萬 | 2.91% | −1,738−2.6% | 減碼 |
| Tower Research Capital LLC (TRC) | 65,201 | $1,485 萬 | 0.36% | −31,252−32.4% | 減碼 |
| Torray LLC | 65,025 | $1,481 萬 | 2.22% | −9,176−12.4% | 減碼 |
| Payden & Rygel | 65,000 | $1,480 萬 | 1.01% | +300+0.5% | 加碼 |
| Payden & Rygel Investment Group | 65,000 | $1,480 萬 | 1.01% | +65,000 | 新進 |
| Shayne & Co., LLC | 64,302 | $1,464 萬 | 3.98% | −320−0.5% | 減碼 |
| Holocene Advisors, LP | 63,794 | $1,453 萬 | 0.05% | −1,154,919−94.8% | 減碼 |
| Diversified Trust Co | 61,825 | $1,408 萬 | 0.42% | −9,419−13.2% | 減碼 |
| Brookstone Capital Management | 61,698 | $1,405 萬 | 0.25% | +6,756+12.3% | 加碼 |
| Silvercrest Asset Management Group LLC | 61,694 | $1,405 萬 | 0.10% | +4,608+8.1% | 加碼 |
| Sprucegrove Investment Management Ltd | 61,597 | $1,403 萬 | 0.57% | +5,700+10.2% | 加碼 |
| Assetmark, Inc | 61,562 | $1,402 萬 | 0.05% | +8,995+17.1% | 加碼 |
| GWM Advisors LLC | 61,508 | $1,400 萬 | 0.12% | +6,938+12.7% | 加碼 |
| Choate Investment Advisors | 61,036 | $1,390 萬 | 0.37% | +157+0.3% | 加碼 |
| Prime Capital Investment Advisors, LLC | 60,390 | $1,375 萬 | 0.19% | +6,830+12.8% | 加碼 |
| JustInvest LLC | 60,149 | $1,370 萬 | 0.29% | +5,510+10.1% | 加碼 |
| Foyston, Gordon, & Payne Inc | 60,120 | $1,369 萬 | 3.30% | −2,070−3.3% | 減碼 |
| Mackenzie Financial Corp | 60,094 | $1,368 萬 | 0.02% | +3,356+5.9% | 加碼 |
| TD Waterhouse Canada Inc. | 58,451 | $1,357 萬 | 0.10% | +58,451 | 新進 |
| Matthew Goff Investment Advisor, LLC | 59,597 | $1,357 萬 | 2.75% | +496+0.8% | 加碼 |