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 2 季 13F 持有人
American Express Co 在 2024/6/30 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
- 2,349
- 較 2024 年第 1 季 +65 家
- 持有股數
- 6.04 億
- 較 2024 年第 1 季 −718.7 萬 (−1.2%)
- 總市值
- $1,398 億
- 較 2024 年第 1 季 +$8.34 億 (+0.6%)
- 新進機構
- 171
- 另有 830 家加碼
- 清倉機構
- 106
- 另有 927 家減碼
另有 32 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| XR Securities LLC | 2,922 | $67.7 萬 | 1.14% | +2,922 | 新進 |
| Centennial Bank | 2,931 | $67.9 萬 | 0.33% | +61+2.1% | 加碼 |
| Tradition Wealth Management, LLC | 2,957 | $68.5 萬 | 0.07% | +9+0.3% | 加碼 |
| Cambridge Advisors Inc. | 2,965 | $68.7 萬 | 0.16% | +55+1.9% | 加碼 |
| Acima Private Wealth, LLC | 3,000 | $69.5 萬 | 0.26% | 00.0% | 不變 |
| Scissortail Wealth Management, LLC | 3,000 | $69.5 萬 | 0.18% | 00.0% | 不變 |
| Authentikos Wealth Advisory, LLC | 3,000 | $69.5 萬 | 0.67% | 00.0% | 不變 |
| Legacy Wealth Management, LLC | 3,000 | $69.5 萬 | 0.29% | 00.0% | 不變 |
| Quent Capital, LLC | 3,008 | $69.6 萬 | 0.08% | +26+0.9% | 加碼 |
| Essex Savings Bank | 3,011 | $69.7 萬 | 0.19% | −110−3.5% | 減碼 |
| Advisor OS, LLC | 3,016 | $69.8 萬 | 0.08% | +343+12.8% | 加碼 |
| Atlas Private Wealth Advisors | 3,021 | $70.0 萬 | 0.11% | +1,483+96.4% | 加碼 |
| Catalina Capital Group, LLC | 3,027 | $70.1 萬 | 0.27% | +611+25.3% | 加碼 |
| Embree Financial Group | 3,027 | $70.1 萬 | 0.13% | +78+2.6% | 加碼 |
| ERn Financial, LLC | 3,037 | $70.3 萬 | 0.12% | +2+0.1% | 加碼 |
| LongView Wealth Management | 3,038 | $70.3 萬 | 0.26% | +159+5.5% | 加碼 |
| Outlook Wealth Advisors, LLC | 3,040 | $70.4 萬 | 0.34% | −50−1.6% | 減碼 |
| Hoylecohen, LLC | 3,040 | $70.4 萬 | 0.05% | −47−1.5% | 減碼 |
| Lifeworks Advisors, LLC | 3,048 | $70.6 萬 | 0.20% | −299−8.9% | 減碼 |
| Bath Savings Trust Co | 3,064 | $70.9 萬 | 0.08% | 00.0% | 不變 |
| SPC Financial, Inc. | 3,071 | $71.1 萬 | 0.07% | −200−6.1% | 減碼 |
| Cary Street Partners Asset Management LLC | 3,074 | $71.2 萬 | 0.10% | +35+1.2% | 加碼 |
| Cozad Asset Management Inc | 3,079 | $71.3 萬 | 0.07% | +508+19.8% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 3,080 | $71.3 萬 | 0.04% | +61+2.0% | 加碼 |
| Ridgewood Investments LLC | 3,090 | $71.5 萬 | 0.36% | −10.0% | 減碼 |
| Clean Yield Group | 3,090 | $71.5 萬 | 0.27% | +58+1.9% | 加碼 |
| Purus Wealth Management, LLC | 3,112 | $72.1 萬 | 0.32% | +4+0.1% | 加碼 |
| Aigen Investment Management, LP | 3,113 | $72.1 萬 | 0.14% | +2,153+224.3% | 加碼 |
| Old Mission Investment Co LLC | 3,128 | $72.4 萬 | 0.23% | −2−0.1% | 減碼 |
| Pekin Hardy Strauss, Inc. | 3,132 | $72.5 萬 | 0.10% | −43−1.4% | 減碼 |
| Fort Pitt Capital Group, LLC | 3,136 | $72.6 萬 | 0.02% | +34+1.1% | 加碼 |
| Exchange Bank | 3,137 | $72.6 萬 | 0.62% | +28+0.9% | 加碼 |
| Eagle Ridge Investment Management | 3,139 | $72.7 萬 | 0.07% | 00.0% | 不變 |
| Westmount Partners, LLC | 3,114 | $72.8 萬 | 0.24% | −18−0.6% | 減碼 |
| Brown Financial Advisors | 3,151 | $73.0 萬 | 0.33% | +3,151 | 新進 |
| SignalPoint Asset Management, LLC | 3,155 | $73.1 萬 | 0.20% | −50−1.6% | 減碼 |
| First International Bank & Trust | 3,185 | $73.7 萬 | 0.25% | 00.0% | 不變 |
| Basepoint Wealth LLC | 3,211 | $74.4 萬 | 0.59% | −580−15.3% | 減碼 |
| Matrix Asset Advisors Inc | 3,212 | $74.4 萬 | 0.09% | −16−0.5% | 減碼 |
| Altfest L J & Co Inc | 3,212 | $74.4 萬 | 0.10% | +21+0.7% | 加碼 |
| Tompkins Financial Corp | 3,216 | $74.5 萬 | 0.08% | 00.0% | 不變 |
| First Foundation Advisors | 3,218 | $74.5 萬 | 0.03% | −43−1.3% | 減碼 |
| Financial Management Network Inc | 3,163 | $74.5 萬 | 0.18% | 00.0% | 不變 |
| Summit Financial, LLC | 3,221 | $74.6 萬 | 0.03% | +3,221 | 新進 |
| Cidel Asset Management Inc | 3,225 | $74.7 萬 | 0.06% | −220−6.4% | 減碼 |
| SeaCrest Wealth Management, LLC | 3,236 | $74.9 萬 | 0.09% | +224+7.4% | 加碼 |
| Plancorp, LLC | 3,240 | $75.0 萬 | 0.03% | −169−5.0% | 減碼 |
| Proficio Capital Partners LLC | 3,241 | $75.0 萬 | 0.08% | −7,736−70.5% | 減碼 |
| Zullo Investment Group, Inc. | 3,247 | $75.2 萬 | 0.33% | +157+5.1% | 加碼 |
| Somerville Kurt F | 3,250 | $75.3 萬 | 0.13% | −35−1.1% | 減碼 |
| Hartford Financial Management Inc. | 3,258 | $75.4 萬 | 0.16% | −30−0.9% | 減碼 |
| Kovack Advisors, Inc. | 3,264 | $75.6 萬 | 0.08% | −87−2.6% | 減碼 |
| Sigma Investment Counselors Inc | 3,273 | $75.8 萬 | 0.05% | 00.0% | 不變 |
| Burford Brothers, Inc. | 3,281 | $76.0 萬 | 0.44% | +441+15.5% | 加碼 |
| Kestra Investment Management, LLC | 3,282 | $76.0 萬 | 0.05% | +3,282 | 新進 |
| Strategic Advocates LLC | 3,299 | $76.4 萬 | 0.30% | −2,201−40.0% | 減碼 |
| Geller Advisors LLC | 3,308 | $76.6 萬 | 0.06% | −10.0% | 減碼 |
| Aspen Investment Management Inc | 3,315 | $76.8 萬 | 0.38% | −40−1.2% | 減碼 |
| Atlanta Consulting Group Advisors, LLC | 3,318 | $76.8 萬 | 0.17% | 00.0% | 不變 |
| LGL Partners, LLC | 3,326 | $77.0 萬 | 0.11% | −327−9.0% | 減碼 |
| Bell Bank | 3,327 | $77.0 萬 | 0.06% | 00.0% | 不變 |
| Cetera Trust Company, N.A | 3,335 | $77.2 萬 | 0.48% | −100−2.9% | 減碼 |
| US Asset Management LLC | 3,344 | $77.4 萬 | 0.70% | −112−3.2% | 減碼 |
| Defined Wealth Management, LLC | 3,359 | $77.8 萬 | 0.54% | +12+0.4% | 加碼 |
| Quadrant Private Wealth Management, LLC | 3,376 | $78.2 萬 | 0.18% | +557+19.8% | 加碼 |
| Leo Wealth, LLC | 3,360 | $78.2 萬 | 0.08% | +1,141+51.4% | 加碼 |
| International Assets Investment Management, LLC | 3,384 | $78.4 萬 | 0.07% | +28+0.8% | 加碼 |
| Tanager Wealth Management LLP | 3,386 | $78.4 萬 | 0.12% | 00.0% | 不變 |
| Knightsbridge Asset Management, LLC | 3,392 | $78.5 萬 | 0.19% | −107−3.1% | 減碼 |
| Richwood Investment Advisors, LLC | 3,411 | $79.0 萬 | 0.69% | +10.0% | 加碼 |
| Resolute Wealth Strategies, LLC | 3,426 | $79.3 萬 | 0.46% | +4+0.1% | 加碼 |
| Navellier & Associates Inc | 3,426 | $79.3 萬 | 0.09% | −100−2.8% | 減碼 |
| MidWestOne Financial Group, Inc. | 3,431 | $79.4 萬 | 0.14% | +27+0.8% | 加碼 |
| Sage Mountain Advisors LLC | 3,436 | $79.5 萬 | 0.07% | +746+27.7% | 加碼 |
| LVW Advisors, LLC | 3,452 | $79.9 萬 | 0.12% | −32−0.9% | 減碼 |
| Sendero Wealth Management, LLC | 3,462 | $80.2 萬 | 0.13% | −13,286−79.3% | 減碼 |
| Cornerstone Wealth Group, LLC | 3,478 | $80.5 萬 | 0.07% | +131+3.9% | 加碼 |
| Cable Hill Partners, LLC | 3,481 | $80.6 萬 | 0.09% | +3,481 | 新進 |
| Parkside Investments, LLC | 3,500 | $81.0 萬 | 0.13% | +3,500 | 新進 |
| Linscomb & Williams, Inc. | 3,510 | $81.3 萬 | 0.04% | 00.0% | 不變 |
| Hills Bank & Trust Co | 3,524 | $81.6 萬 | 0.07% | −4−0.1% | 減碼 |
| Cornerstone Wealth Management, LLC | 3,536 | $81.9 萬 | 0.06% | −23−0.6% | 減碼 |
| Doliver Advisors, LP | 3,537 | $81.9 萬 | 0.23% | +788+28.7% | 加碼 |
| Alerus Financial NA | 3,550 | $82.2 萬 | 0.06% | 00.0% | 不變 |
| BSW Wealth Partners | 3,551 | $82.2 萬 | 0.13% | −5−0.1% | 減碼 |
| Wesbanco Bank Inc | 3,551 | $82.2 萬 | 0.03% | −8−0.2% | 減碼 |
| Olistico Wealth, LLC | 3,552 | $82.2 萬 | 0.52% | +407+12.9% | 加碼 |
| Virtus ETF Advisers LLC | 3,560 | $82.4 萬 | 0.40% | −521−12.8% | 減碼 |
| Smartleaf Asset Management LLC | 3,615 | $82.6 萬 | 0.14% | +727+25.2% | 加碼 |
| Oak Asset Management, LLC | 3,580 | $82.9 萬 | 0.30% | 00.0% | 不變 |
| Philadelphia Trust Co | 3,595 | $83.2 萬 | 0.06% | +238+7.1% | 加碼 |
| Ecofi Investissements SA | 3,800 | $83.3 萬 | 0.46% | +3,800 | 新進 |
| Saybrook Capital | 3,600 | $83.4 萬 | 0.24% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 3,626 | $84.0 萬 | 0.02% | −5,186−58.9% | 減碼 |
| Lazari Capital Management, Inc. | 3,643 | $84.4 萬 | 0.38% | +113+3.2% | 加碼 |
| Accredited Investors Inc. | 3,653 | $84.6 萬 | 0.05% | −175−4.6% | 減碼 |
| Strategic Advisors LLC | 3,652 | $84.6 萬 | 0.16% | −907−19.9% | 減碼 |
| CFO4Life Group, LLC | 3,654 | $84.6 萬 | 0.16% | +3,654 | 新進 |
| Prescott Group Capital Management, L.L.C. | 3,662 | $84.8 萬 | 0.13% | 00.0% | 不變 |
| Oxbow Advisors, LLC | 3,678 | $85.2 萬 | 0.10% | −675−15.5% | 減碼 |