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 |
|---|---|---|---|---|---|
| Wright Investors Service Inc | 17,886 | $407.2 萬 | 1.03% | −7,192−28.7% | 減碼 |
| Jag Capital Management, LLC | 17,870 | $406.9 萬 | 0.58% | −9,180−33.9% | 減碼 |
| Richard Bernstein Advisors LLC | 17,834 | $406.1 萬 | 0.09% | 00.0% | 不變 |
| Magellan Asset Management Ltd | 17,807 | $405.4 萬 | 0.04% | −4,804−21.2% | 減碼 |
| Stone Point Wealth LLC | 17,737 | $403.9 萬 | 1.40% | −1,304−6.8% | 減碼 |
| NorthRock Partners, LLC | 17,735 | $403.8 萬 | 0.16% | +900+5.3% | 加碼 |
| Condor Capital Management | 17,551 | $399.6 萬 | 0.39% | −347−1.9% | 減碼 |
| Bill Few Associates, Inc. | 17,510 | $398.7 萬 | 1.62% | −195−1.1% | 減碼 |
| Winton Group Ltd | 17,510 | $398.7 萬 | 0.28% | +17,510 | 新進 |
| New England Asset Management Inc | 17,500 | $398.5 萬 | 0.62% | −5,300−23.2% | 減碼 |
| Shelton Capital Management | 17,408 | $396.4 萬 | 0.11% | +200+1.2% | 加碼 |
| BCJ Capital Management, LLC | 17,311 | $394.2 萬 | 0.31% | +17,311 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 17,303 | $394.0 萬 | 0.21% | −1,106−6.0% | 減碼 |
| NVWM, LLC | 17,292 | $393.7 萬 | 1.08% | −411−2.3% | 減碼 |
| Mathes Company, Inc. | 17,200 | $391.6 萬 | 1.47% | −115−0.7% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 17,178 | $391.1 萬 | 0.28% | +17,178 | 新進 |
| Ballentine Partners, LLC | 17,160 | $390.7 萬 | 0.07% | +1,336+8.4% | 加碼 |
| Integrated Wealth Concepts LLC | 17,119 | $389.8 萬 | 0.06% | +834+5.1% | 加碼 |
| Pring Turner Capital Group Inc | 16,973 | $386.5 萬 | 2.82% | 00.0% | 不變 |
| Verdence Capital Advisors LLC | 16,940 | $385.7 萬 | 0.35% | −5,268−23.7% | 減碼 |
| Park Avenue Securities LLC | 16,834 | $383.3 萬 | 0.05% | +2,578+18.1% | 加碼 |
| Resonant Capital Advisors, LLC | 16,821 | $383.0 萬 | 0.33% | +61+0.4% | 加碼 |
| Bridgewater Associates, LP | 16,806 | $382.7 萬 | 0.02% | +7,079+72.8% | 加碼 |
| Sendero Wealth Management, LLC | 16,748 | $381.3 萬 | 0.66% | −3,332−16.6% | 減碼 |
| Lodestone Wealth Management LLC | 16,543 | $376.7 萬 | 1.99% | −144−0.9% | 減碼 |
| TD Private Client Wealth LLC | 16,522 | $376.2 萬 | 0.12% | +2,975+22.0% | 加碼 |
| Nemes Rush Group LLC | 16,520 | $376.1 萬 | 0.54% | −144−0.9% | 減碼 |
| Meiji Yasuda Life Insurance Co | 16,480 | $375.2 萬 | 0.08% | −765−4.4% | 減碼 |
| Bulltick Wealth Management, LLC | 16,356 | $372.2 萬 | 0.78% | +1,608+10.9% | 加碼 |
| Valeo Financial Advisors, LLC | 15,404 | $368.3 萬 | 0.13% | −213−1.4% | 減碼 |
| Moody Lynn & Lieberson, LLC | 16,155 | $367.8 萬 | 0.25% | +14,671+988.6% | 加碼 |
| Boston Private Wealth LLC | 16,133 | $367.3 萬 | 0.08% | +474+3.0% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 16,108 | $366.8 萬 | 0.10% | +26+0.2% | 加碼 |
| Brave Asset Management Inc | 16,009 | $364.5 萬 | 0.95% | −29−0.2% | 減碼 |
| Valicenti Advisory Services Inc | 15,765 | $359.0 萬 | 1.00% | +1,335+9.3% | 加碼 |
| Lincoln Capital LLC | 15,733 | $358.2 萬 | 0.80% | 00.0% | 不變 |
| Goelzer Investment Management, Inc. | 15,720 | $357.9 萬 | 0.20% | −2,421−13.3% | 減碼 |
| Empire Financial Management Company, LLC | 15,595 | $355.1 萬 | 1.17% | +182+1.2% | 加碼 |
| Avantax Advisory Services, Inc. | 15,508 | $353.1 萬 | 0.03% | −2,158−12.2% | 減碼 |
| Rakuten Investment Management, Inc. | 15,474 | $352.3 萬 | 0.03% | +14,014+959.9% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 15,453 | $351.8 萬 | 0.33% | −81−0.5% | 減碼 |
| Strata Wealth Advisors, LLC | 15,412 | $350.9 萬 | 1.23% | −2,067−11.8% | 減碼 |
| Caldwell Trust Co | 15,402 | $350.7 萬 | 0.41% | +3,659+31.2% | 加碼 |
| Pettee Investors, Inc. | 15,366 | $349.9 萬 | 1.48% | 00.0% | 不變 |
| Edgestream Partners, L.P. | 15,317 | $348.8 萬 | 0.17% | +12,343+415.0% | 加碼 |
| Bell & Brown Wealth Advisors, LLC | 15,160 | $345.2 萬 | 1.48% | −230−1.5% | 減碼 |
| Connable Office Inc | 15,149 | $344.9 萬 | 0.39% | −2,654−14.9% | 減碼 |
| Compass Wealth Management LLC | 15,068 | $343.1 萬 | 0.86% | −16−0.1% | 減碼 |
| Investment Management Corp of Ontario | 14,841 | $337.9 萬 | 0.10% | −52,771−78.0% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 14,808 | $337.2 萬 | 0.17% | +1,030+7.5% | 加碼 |
| William Allan, LLC | 14,801 | $337.0 萬 | 2.24% | +40.0% | 加碼 |
| Canandaigua National Bank & Trust Co | 14,793 | $336.8 萬 | 0.50% | −1,592−9.7% | 減碼 |
| Wynn Capital, LLC | 14,673 | $334.1 萬 | 2.58% | +358+2.5% | 加碼 |
| Schechter Investment Advisors, LLC | 14,614 | $332.7 萬 | 0.25% | +2,392+19.6% | 加碼 |
| Kanawha Capital Management LLC | 14,550 | $331.3 萬 | 0.26% | −20.0% | 減碼 |
| Benedict Financial Advisors Inc | 14,508 | $330.3 萬 | 0.84% | +724+5.3% | 加碼 |
| Evercore Wealth Management, LLC | 14,485 | $329.8 萬 | 0.05% | −279−1.9% | 減碼 |
| Aviance Capital Partners, LLC | 14,391 | $327.7 萬 | 0.49% | +2,000+16.1% | 加碼 |
| Townsend & Associates, Inc | 13,656 | $326.3 萬 | 0.38% | −372−2.7% | 減碼 |
| Intrinsic Value Partners, LLC | 14,330 | $326.3 萬 | 3.48% | −319−2.2% | 減碼 |
| Conscious Wealth Investments, LLC | 14,935 | $326.1 萬 | 2.48% | +323+2.2% | 加碼 |
| Webster Bank, N. A. | 14,299 | $325.6 萬 | 0.36% | +259+1.8% | 加碼 |
| TCTC Holdings, LLC | 14,258 | $324.6 萬 | 0.11% | +420+3.0% | 加碼 |
| Simplicity Wealth,LLC | 14,225 | $323.9 萬 | 0.08% | +14,225 | 新進 |
| ProVise Management Group, LLC | 14,168 | $322.6 萬 | 0.28% | −6,534−31.6% | 減碼 |
| Apollon Wealth Management, LLC | 14,135 | $321.8 萬 | 0.10% | +930+7.0% | 加碼 |
| Insigneo Advisory Services, LLC | 14,108 | $321.2 萬 | 0.38% | +2,199+18.5% | 加碼 |
| Brendel Financial Advisors LLC | 14,021 | $319.2 萬 | 3.65% | 00.0% | 不變 |
| Riggs Asset Managment Co. Inc. | 13,973 | $318.2 萬 | 0.93% | +13,673+4,557.7% | 加碼 |
| Equitable Holdings, Inc. | 13,966 | $318.0 萬 | 0.04% | −43−0.3% | 減碼 |
| Lakeview Capital Partners, LLC | 13,946 | $317.5 萬 | 0.52% | −3,219−18.8% | 減碼 |
| Caliber Wealth Management, LLC | 13,837 | $315.0 萬 | 1.68% | +86+0.6% | 加碼 |
| Investment Advisory Services Inc | 13,777 | $313.7 萬 | 1.15% | −402−2.8% | 減碼 |
| National Asset Management, Inc. | 20,952 | $312.6 萬 | 0.08% | +699+3.5% | 加碼 |
| Ostrum Asset Management | 13,683 | $311.5 萬 | 0.25% | −2,356−14.7% | 減碼 |
| Chartwell Investment Partners, LLC | 13,654 | $310.9 萬 | 0.11% | −1,033−7.0% | 減碼 |
| NEOS Investment Management LLC | 13,645 | $310.7 萬 | 0.19% | +1,273+10.3% | 加碼 |
| Tower Bridge Advisors | 13,627 | $310.3 萬 | 0.32% | −1,450−9.6% | 減碼 |
| South State Corp. | 13,623 | $310.2 萬 | 0.24% | +480+3.7% | 加碼 |
| Teamwork Financial Advisors, LLC | 13,485 | $307.0 萬 | 0.47% | +723+5.7% | 加碼 |
| Grandfield & Dodd, LLC | 13,480 | $306.9 萬 | 0.19% | −320−2.3% | 減碼 |
| West Oak Capital, LLC | 13,477 | $306.9 萬 | 1.31% | +260+2.0% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 13,479 | $306.9 萬 | 0.75% | +1,892+16.3% | 加碼 |
| Ossiam | 13,474 | $306.8 萬 | 0.05% | −12,587−48.3% | 減碼 |
| Fort Sheridan Advisors LLC | 13,457 | $306.4 萬 | 0.58% | −225−1.6% | 減碼 |
| CAPROCK Group, Inc. | 13,404 | $305.2 萬 | 0.17% | −13−0.1% | 減碼 |
| Vinva Investment Management Ltd | 13,401 | $305.1 萬 | 0.18% | +3,438+34.5% | 加碼 |
| Welch Group, LLC | 13,342 | $303.8 萬 | 0.15% | 00.0% | 不變 |
| Lincoln National Corp | 13,320 | $303.3 萬 | 0.05% | +30.0% | 加碼 |
| Foundations Investment Advisors, LLC | 13,307 | $303.0 萬 | 0.08% | +3,056+29.8% | 加碼 |
| Greenfield Savings Bank | 13,219 | $301.0 萬 | 1.58% | −221−1.6% | 減碼 |
| Profund Advisors LLC | 13,192 | $300.4 萬 | 0.12% | +891+7.2% | 加碼 |
| Smith, Salley & Associates | 13,183 | $300.2 萬 | 0.23% | +89+0.7% | 加碼 |
| Signaturefd, LLC | 13,156 | $299.6 萬 | 0.06% | +513+4.1% | 加碼 |
| Change Path, LLC | 13,099 | $298.3 萬 | 0.12% | +2,428+22.8% | 加碼 |
| Eads & Heald Wealth Management | 13,082 | $297.9 萬 | 1.39% | −1,276−8.9% | 減碼 |
| Proequities, Inc. | 13,078 | $297.8 萬 | 0.19% | −702−5.1% | 減碼 |
| Colonial Trust Co | 13,042 | $297.0 萬 | 0.56% | −323−2.4% | 減碼 |
| Herbst Group, LLC | 12,956 | $295.0 萬 | 1.83% | +250+2.0% | 加碼 |
| Qsemble Capital Management, LP | 12,942 | $294.7 萬 | 0.64% | +12,942 | 新進 |