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 |
|---|---|---|---|---|---|
| Ieq Capital, LLC | 24,656 | $561.4 萬 | 0.08% | +1,626+7.1% | 加碼 |
| Raymond James Trust N.A. | 24,518 | $558.3 萬 | 0.14% | +190+0.8% | 加碼 |
| NatWest Group plc | 24,286 | $553.0 萬 | 2.13% | +24,286 | 新進 |
| Concentric Wealth Management, LLC | 24,271 | $552.6 萬 | 1.47% | −90.0% | 減碼 |
| Bremer Bank National Association | 24,232 | $551.7 萬 | 1.02% | +2,626+12.2% | 加碼 |
| Venture Visionary Partners LLC | 24,194 | $550.9 萬 | 0.26% | +1,260+5.5% | 加碼 |
| Steel Peak Wealth Management LLC | 23,893 | $544.0 萬 | 0.28% | +20,820+677.5% | 加碼 |
| SpiderRock Advisors, LLC | 24,532 | $542.1 萬 | 0.18% | +24,532 | 新進 |
| Mirabaud Asset Management Ltd | 23,656 | $538.6 萬 | 2.18% | −22,584−48.8% | 減碼 |
| E. Ohman J:or Asset Management AB | 23,600 | $537.3 萬 | 0.14% | −1,300−5.2% | 減碼 |
| First Hawaiian Bank | 23,487 | $534.8 萬 | 0.17% | −454−1.9% | 減碼 |
| Jump Financial, LLC | 23,461 | $534.2 萬 | 0.15% | +23,461 | 新進 |
| Central Pacific Bank - Trust Division | 23,375 | $532.0 萬 | 0.66% | +23,375 | 新進 |
| GYL Financial Synergies, LLC | 23,364 | $532.0 萬 | 0.42% | −509−2.1% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 23,313 | $530.8 萬 | 0.57% | −84−0.4% | 減碼 |
| Wisconsin Capital Management LLC | 23,277 | $530.0 萬 | 2.78% | +119+0.5% | 加碼 |
| Sandhill Capital Partners LLC | 23,213 | $528.5 萬 | 0.42% | −390−1.7% | 減碼 |
| Metropolitan Life Insurance Co | 23,065 | $525.2 萬 | 0.23% | −368−1.6% | 減碼 |
| Trust Co of Vermont | 23,058 | $525.0 萬 | 0.29% | +8,694+60.5% | 加碼 |
| Freestone Capital Holdings, LLC | 23,047 | $524.8 萬 | 0.20% | −800−3.4% | 減碼 |
| RBF Capital, LLC | 23,000 | $523.7 萬 | 0.29% | 00.0% | 不變 |
| Grassi Investment Management | 22,960 | $522.8 萬 | 0.47% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 22,825 | $519.7 萬 | 0.08% | +1,575+7.4% | 加碼 |
| Hutner Capital Management Inc | 22,777 | $518.6 萬 | 2.81% | +171+0.8% | 加碼 |
| Synovus Financial Corp | 22,729 | $517.6 萬 | 0.07% | −330−1.4% | 減碼 |
| Capital Markets Trading UK LLP | 22,542 | $513.3 萬 | 3.72% | +21,223+1,609.0% | 加碼 |
| Community Financial Services Group, LLC | 22,513 | $512.6 萬 | 1.17% | +22,513 | 新進 |
| Birmingham Capital Management Co Inc | 22,491 | $512.1 萬 | 1.88% | −1,108−4.7% | 減碼 |
| Milestone Asset Management, LLC | 22,260 | $506.8 萬 | 1.45% | +22,260 | 新進 |
| Naples Global Advisors, LLC | 22,199 | $505.4 萬 | 0.52% | −92−0.4% | 減碼 |
| Family Management Corp | 22,170 | $504.8 萬 | 0.93% | 00.0% | 不變 |
| Westend Capital Management, LLC | 22,149 | $504.3 萬 | 1.96% | +22,149 | 新進 |
| Oppenheimer Asset Management Inc. | 22,119 | $503.6 萬 | 0.07% | −4,162−15.8% | 減碼 |
| Boulder Hill Capital Management LP | 22,100 | $503.2 萬 | 2.07% | +22,100 | 新進 |
| Benson Investment Management Company, Inc. | 22,047 | $502.0 萬 | 2.14% | −928−4.0% | 減碼 |
| Chapman Investment Management, LLC | 21,935 | $499.4 萬 | 3.68% | −399−1.8% | 減碼 |
| Empirical Finance, LLC | 21,877 | $498.1 萬 | 0.31% | +689+3.3% | 加碼 |
| EP Wealth Advisors, LLC | 21,863 | $497.8 萬 | 0.06% | +258+1.2% | 加碼 |
| Plato Investment Management Ltd | 21,806 | $496.5 萬 | 0.51% | +20,211+1,267.1% | 加碼 |
| Trinity Legacy Partners, LLC | 21,680 | $493.6 萬 | 1.45% | −2,496−10.3% | 減碼 |
| Stonegate Investment Group, LLC | 21,651 | $493.0 萬 | 0.15% | −121−0.6% | 減碼 |
| Fiduciary Group LLC | 21,508 | $489.7 萬 | 0.53% | −259−1.2% | 減碼 |
| Chicago Trust Co NA | 21,496 | $489.4 萬 | 1.01% | +243+1.1% | 加碼 |
| Agf Management Ltd | 27,869 | $489.1 萬 | 0.03% | −51,401−64.8% | 減碼 |
| TownSquare Capital, LLC | 21,445 | $488.3 萬 | 0.07% | +1,089+5.3% | 加碼 |
| Greenleaf Trust | 21,213 | $483.0 萬 | 0.04% | +80.0% | 加碼 |
| Brevan Howard Capital Management LP | 21,098 | $480.4 萬 | 0.44% | +18,214+631.6% | 加碼 |
| BFSG, LLC | 21,092 | $480.3 萬 | 0.64% | −32−0.2% | 減碼 |
| Integrated Advisors Network LLC | 21,008 | $478.3 萬 | 0.24% | −375−1.8% | 減碼 |
| Montag A & Associates Inc | 20,972 | $477.5 萬 | 0.24% | +8,177+63.9% | 加碼 |
| Salvus Wealth Management, LLC | 20,916 | $476.2 萬 | 3.25% | −230−1.1% | 減碼 |
| CWM, LLC | 20,902 | $475.9 萬 | 0.02% | +1,799+9.4% | 加碼 |
| Northstar Group, Inc. | 20,829 | $474.3 萬 | 0.93% | +930+4.7% | 加碼 |
| LaFleur & Godfrey LLC | 20,764 | $472.8 萬 | 0.70% | −50−0.2% | 減碼 |
| Intech Investment Management LLC | 20,670 | $470.6 萬 | 0.07% | −22,186−51.8% | 減碼 |
| Snowden Capital Advisors LLC | 20,607 | $469.2 萬 | 0.15% | +808+4.1% | 加碼 |
| Stephens Inc | 20,568 | $468.3 萬 | 0.07% | +298+1.5% | 加碼 |
| Steward Partners Investment Solutions, LLC | 20,486 | $466.4 萬 | 0.79% | +20,486 | 新進 |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $458.1 萬 | 1.67% | 00.0% | 不變 |
| Cullen Capital Management LLC | 20,094 | $457.5 萬 | 0.05% | +1,805+9.9% | 加碼 |
| Gilman Hill Asset Management, LLC | 20,068 | $456.9 萬 | 0.82% | −469−2.3% | 減碼 |
| Kathleen S. Wright Associates Inc. | 20,427 | $455.4 萬 | 2.15% | +200+1.0% | 加碼 |
| Auto-Owners Insurance Co | 19,950 | $454.2 萬 | 0.12% | 00.0% | 不變 |
| Shell Asset Management Co | 19,435 | $450.0 萬 | 0.20% | +670+3.6% | 加碼 |
| Arjuna Capital | 19,753 | $449.8 萬 | 1.28% | +12,102+158.2% | 加碼 |
| NBT Bank N A | 19,672 | $447.9 萬 | 0.33% | −173−0.9% | 減碼 |
| LGT Group Foundation | 19,652 | $447.5 萬 | 0.11% | −9,497−32.6% | 減碼 |
| CSM Advisors, LLC | 19,505 | $444.0 萬 | 0.29% | +970+5.2% | 加碼 |
| Sumitomo Life Insurance Co | 19,490 | $443.8 萬 | 0.12% | −588−2.9% | 減碼 |
| Modera Wealth Management, LLC | 19,399 | $441.7 萬 | 0.07% | +317+1.7% | 加碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 19,306 | $439.6 萬 | 1.76% | +19,306 | 新進 |
| Kingsview Wealth Management, LLC | 19,178 | $436.7 萬 | 0.11% | +107+0.6% | 加碼 |
| Oliver Luxxe Assets LLC | 19,171 | $436.5 萬 | 0.91% | −309−1.6% | 減碼 |
| Morton Community Bank | 19,066 | $434.1 萬 | 1.25% | +200+1.1% | 加碼 |
| Insight Wealth Strategies, LLC | 19,047 | $433.7 萬 | 0.64% | +8,001+72.4% | 加碼 |
| Longbow Finance SA | 19,037 | $433.5 萬 | 0.44% | +19,037 | 新進 |
| Univest Financial Corp | 18,877 | $429.8 萬 | 1.21% | −2,587−12.1% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 18,872 | $429.7 萬 | 0.30% | −1,638−8.0% | 減碼 |
| Veriti Management LLC | 18,857 | $429.4 萬 | 0.32% | +1,465+8.4% | 加碼 |
| Courier Capital LLC | 18,850 | $429.2 萬 | 0.31% | −40−0.2% | 減碼 |
| Gunderson Capital Management Inc. | 18,807 | $428.2 萬 | 1.99% | +18,807 | 新進 |
| Hodges Capital Management Inc. | 18,777 | $427.6 萬 | 0.27% | −3,050−14.0% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,665 | $425.0 萬 | 0.20% | −233−1.2% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 18,640 | $424.4 萬 | 0.02% | +3,151+20.3% | 加碼 |
| Olstein Capital Management, L.P. | 18,500 | $421.2 萬 | 0.69% | −12,500−40.3% | 減碼 |
| Buckhead Capital Management LLC | 18,444 | $419.9 萬 | 1.42% | −97−0.5% | 減碼 |
| NewEdge Wealth, LLC | 17,926 | $416.8 萬 | 0.09% | +1,407+8.5% | 加碼 |
| Everence Capital Management Inc | 18,254 | $415.6 萬 | 0.27% | 00.0% | 不變 |
| Park National Corp | 18,249 | $415.5 萬 | 0.16% | −1,040−5.4% | 減碼 |
| Elgethun Capital Management | 18,143 | $413.9 萬 | 1.04% | +252+1.4% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 18,145 | $413.1 萬 | 0.11% | −77−0.4% | 減碼 |
| Selway Asset Management | 18,107 | $412.3 萬 | 1.65% | −30−0.2% | 減碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 18,095 | $412.0 萬 | 0.04% | −2,440−11.9% | 減碼 |
| Mount Vernon Associates Inc | 18,091 | $411.9 萬 | 3.50% | −55−0.3% | 減碼 |
| Dakota Wealth Management | 18,052 | $411.0 萬 | 0.10% | +13,489+295.6% | 加碼 |
| Pacifica Capital Investments, LLC | 18,020 | $410.3 萬 | 1.26% | 00.0% | 不變 |
| Connectus Wealth, LLC | 17,987 | $409.7 萬 | 0.11% | −1,003−5.3% | 減碼 |
| WP Advisors, LLC | 17,984 | $409.5 萬 | 1.34% | −259−1.4% | 減碼 |
| Glenview Trust Co | 17,957 | $408.9 萬 | 0.09% | +448+2.6% | 加碼 |
| Callahan Advisors, LLC | 17,899 | $407.5 萬 | 0.43% | −58−0.3% | 減碼 |