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 |
|---|---|---|---|---|---|
| Breakwater Capital Group | 3,678 | $85.2 萬 | 0.19% | −30−0.8% | 減碼 |
| Aries Wealth Management | 3,689 | $85.4 萬 | 0.27% | +75+2.1% | 加碼 |
| Aaron Wealth Advisors | 3,693 | $85.5 萬 | 0.12% | +426+13.0% | 加碼 |
| Two Sigma Advisers, LP | 3,700 | $85.7 萬 | 0.00% | −7,500−67.0% | 減碼 |
| Symmetry Partners, LLC | 3,718 | $86.1 萬 | 0.04% | −540−12.7% | 減碼 |
| Gratus Wealth Advisors, LLC | 3,596 | $87.2 萬 | 0.15% | +116+3.3% | 加碼 |
| Graypoint LLC | 3,779 | $87.5 萬 | 0.06% | +822+27.8% | 加碼 |
| Platform Technology Partners | 3,792 | $87.8 萬 | 0.30% | +3,792 | 新進 |
| Spire Wealth Management | 3,793 | $87.8 萬 | 0.03% | −522−12.1% | 減碼 |
| LGT Fund Management Co Ltd. | 3,800 | $88.0 萬 | 0.11% | +1,200+46.2% | 加碼 |
| Bridges Investment Management Inc | 3,804 | $88.1 萬 | 0.01% | +2,604+217.0% | 加碼 |
| EverSource Wealth Advisors, LLC | 3,481 | $88.1 萬 | 0.06% | +590+20.4% | 加碼 |
| Fidelis Capital Partners, LLC | 3,867 | $88.5 萬 | 0.13% | −193−4.8% | 減碼 |
| MTM Investment Management, LLC | 3,822 | $88.5 萬 | 0.36% | −6−0.2% | 減碼 |
| Sunflower Bank, N.A. | 3,857 | $89.3 萬 | 0.21% | +67+1.8% | 加碼 |
| United Community Bank | 3,863 | $89.4 萬 | 0.36% | +3,863 | 新進 |
| Quest Partners LLC | 3,891 | $90.1 萬 | 0.12% | +3,891 | 新進 |
| Sanders Morris Harris LLC | 3,892 | $90.1 萬 | 0.15% | 00.0% | 不變 |
| Next Level Private LLC | 3,894 | $90.2 萬 | 0.41% | +5+0.1% | 加碼 |
| Jefferies Financial Group Inc. | 3,900 | $90.3 萬 | 0.02% | −8,000−67.2% | 減碼 |
| BigSur Wealth Management LLC | 3,900 | $90.3 萬 | 0.28% | 00.0% | 不變 |
| Alexander Randolph Advisory, Inc. | 3,912 | $90.6 萬 | 0.85% | −28−0.7% | 減碼 |
| Culbertson A N & Co Inc | 3,913 | $90.6 萬 | 0.16% | 00.0% | 不變 |
| First Western Trust Bank | 3,921 | $90.8 萬 | 0.04% | 00.0% | 不變 |
| Private Ocean, LLC | 3,921 | $90.8 萬 | 0.08% | −32−0.8% | 減碼 |
| Colonial Trust Co | 3,926 | $90.9 萬 | 0.16% | −9,116−69.9% | 減碼 |
| West Coast Financial LLC | 3,949 | $91.4 萬 | 0.11% | +24+0.6% | 加碼 |
| Mayflower Financial Advisors, LLC | 3,949 | $91.4 萬 | 0.15% | +132+3.5% | 加碼 |
| Modern Wealth Management, LLC | 3,968 | $91.9 萬 | 0.07% | +75+1.9% | 加碼 |
| Centerpoint Advisors, LLC | 3,970 | $91.9 萬 | 0.33% | −17−0.4% | 減碼 |
| Evanson Asset Management, LLC | 3,988 | $92.3 萬 | 0.07% | +2+0.1% | 加碼 |
| Petrus Trust Company, LTA | 4,008 | $92.8 萬 | 0.09% | +4,008 | 新進 |
| Clarius Group, LLC | 4,011 | $92.9 萬 | 0.07% | −229−5.4% | 減碼 |
| Alhambra Investment Partners LLC | 4,015 | $93.0 萬 | 0.51% | −150−3.6% | 減碼 |
| Capital Analysts, LLC | 4,024 | $93.2 萬 | 0.04% | +162+4.2% | 加碼 |
| Ipswich Investment Management Co., Inc. | 4,026 | $93.2 萬 | 0.22% | −10−0.2% | 減碼 |
| Boston Financial Mangement LLC | 4,028 | $93.3 萬 | 0.03% | −205−4.8% | 減碼 |
| Householder Group Estate & Retirement Specialist, LLC | 4,031 | $93.3 萬 | 0.26% | −91−2.2% | 減碼 |
| Morse Asset Management, Inc | 4,040 | $93.5 萬 | 0.23% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 4,041 | $93.6 萬 | 0.15% | 00.0% | 不變 |
| Ellevest, Inc. | 4,097 | $94.9 萬 | 0.06% | +21+0.5% | 加碼 |
| Paradigm Asset Management Co LLC | 4,100 | $94.9 萬 | 0.27% | +2,100+105.0% | 加碼 |
| Baldwin Investment Management, LLC | 4,110 | $95.2 萬 | 0.13% | 00.0% | 不變 |
| WBH Advisory Inc | 4,116 | $95.3 萬 | 0.10% | +55+1.4% | 加碼 |
| American National Bank | 4,128 | $95.6 萬 | 0.12% | +102+2.5% | 加碼 |
| SRN Advisors, LLC | 4,146 | $96.0 萬 | 0.80% | −2,390−36.6% | 減碼 |
| Essex Investment Management Co LLC | 4,148 | $96.0 萬 | 0.18% | −2,614−38.7% | 減碼 |
| Avantax Planning Partners, Inc. | 4,149 | $96.1 萬 | 0.03% | −239−5.4% | 減碼 |
| Amarillo National Bank | 4,156 | $96.2 萬 | 0.18% | −4,157−50.0% | 減碼 |
| Jamison Private Wealth Management, Inc. | 4,164 | $96.4 萬 | 0.16% | −616−12.9% | 減碼 |
| Oakworth Capital, Inc. | 4,170 | $96.6 萬 | 0.07% | +298+7.7% | 加碼 |
| Canopy Partners, LLC | 4,172 | $96.6 萬 | 0.45% | +399+10.6% | 加碼 |
| Brooks, Moore & Associates, Inc. | 4,173 | $96.6 萬 | 0.62% | −400−8.7% | 減碼 |
| Prairie Sky Financial Group LLC | 4,181 | $96.8 萬 | 0.60% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 4,187 | $97.0 萬 | 0.03% | +208+5.2% | 加碼 |
| Capital Management Associates | 4,196 | $97.2 萬 | 1.15% | −112−2.6% | 減碼 |
| Lyell Wealth Management, LP | 4,205 | $97.4 萬 | 0.09% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 4,175 | $97.6 萬 | 0.05% | +1,468+54.2% | 加碼 |
| Wellington Shields & Co., LLC | 4,220 | $97.7 萬 | 0.32% | 00.0% | 不變 |
| Solitude Financial Services | 4,240 | $98.2 萬 | 0.46% | +447+11.8% | 加碼 |
| Benin Management CORP | 4,254 | $98.5 萬 | 0.30% | 00.0% | 不變 |
| Sompo Asset Management Co., Ltd. | 4,260 | $98.6 萬 | 0.17% | −100−2.3% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,287 | $99.3 萬 | 0.14% | −300−6.5% | 減碼 |
| Atomi Financial Group, Inc. | 4,302 | $99.6 萬 | 0.07% | +1,110+34.8% | 加碼 |
| Green Harvest Asset Management LLC | 4,307 | $99.7 萬 | 0.02% | +4,307 | 新進 |
| Proathlete Wealth Management LLC | 4,311 | $99.8 萬 | 0.47% | −7−0.2% | 減碼 |
| First Affirmative Financial Network | 4,312 | $99.8 萬 | 0.69% | −176−3.9% | 減碼 |
| Capricorn Fund Managers Ltd | 4,330 | $100.3 萬 | 0.71% | +4,330 | 新進 |
| Bedel Financial Consulting, Inc. | 4,335 | $100.4 萬 | 0.15% | −130−2.9% | 減碼 |
| Red Door Wealth Management, LLC | 4,336 | $100.4 萬 | 0.18% | +37+0.9% | 加碼 |
| Verition Fund Management LLC | 4,347 | $100.7 萬 | 0.01% | −31,702−87.9% | 減碼 |
| Bond & Devick Financial Network, Inc. | 4,354 | $100.8 萬 | 0.54% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 4,363 | $101.0 萬 | 0.03% | −187−4.1% | 減碼 |
| Orleans Capital Management Corp | 4,365 | $101.1 萬 | 0.64% | +550+14.4% | 加碼 |
| Guardian Investment Management | 4,367 | $101.1 萬 | 0.74% | 00.0% | 不變 |
| Schulhoff & Co Inc | 4,370 | $101.2 萬 | 0.46% | 00.0% | 不變 |
| Midland Wealth Advisors LLC | 4,370 | $101.2 萬 | 0.06% | +88+2.1% | 加碼 |
| Baker Avenue Asset Management, LP | 4,378 | $101.4 萬 | 0.03% | +138+3.3% | 加碼 |
| Resources Management Corp | 4,405 | $102.0 萬 | 0.15% | −25−0.6% | 減碼 |
| Delta Financial Group, Inc. | 4,409 | $102.1 萬 | 0.43% | −149−3.3% | 減碼 |
| Atlas Brown,Inc. | 4,415 | $102.2 萬 | 0.37% | +10+0.2% | 加碼 |
| Sage Rhino Capital LLC | 4,422 | $102.4 萬 | 0.24% | −9−0.2% | 減碼 |
| Bridgewater Associates, LP | 4,426 | $102.5 萬 | 0.01% | −12,380−73.7% | 減碼 |
| IFG Advisors, LLC | 4,437 | $102.7 萬 | 0.24% | +5+0.1% | 加碼 |
| WealthTrust Axiom LLC | 4,457 | $103.2 萬 | 0.34% | 00.0% | 不變 |
| Aspire Private Capital, LLC | 4,461 | $103.3 萬 | 0.27% | +207+4.9% | 加碼 |
| Becker Capital Management Inc | 4,471 | $103.5 萬 | 0.04% | −20−0.4% | 減碼 |
| Orrstown Financial Services Inc | 4,473 | $103.6 萬 | 0.55% | 00.0% | 不變 |
| Mount Yale Investment Advisors, LLC | 4,476 | $103.6 萬 | 0.08% | +32+0.7% | 加碼 |
| RFP Financial Group LLC | 4,476 | $103.6 萬 | 0.38% | 00.0% | 不變 |
| Ervin Investment Management, LLC | 4,481 | $103.8 萬 | 0.72% | 00.0% | 不變 |
| Stamos Capital Partners, L.P. | 4,500 | $104.2 萬 | 0.22% | +4,500 | 新進 |
| Manchester Capital Management LLC | 4,505 | $104.3 萬 | 0.13% | −691−13.3% | 減碼 |
| Bridgefront Capital, LLC | 4,505 | $104.3 萬 | 0.43% | +4,505 | 新進 |
| Conning Inc. | 4,507 | $104.4 萬 | 0.04% | +107+2.4% | 加碼 |
| Avestar Capital, LLC | 4,508 | $104.4 萬 | 0.12% | +1,726+62.0% | 加碼 |
| Semper Augustus Investments Group LLC大師Semper Augustus | 4,518 | $104.6 萬 | 0.19% | −648−12.5% | 減碼 |
| Eisler Capital (UK) Ltd. | 4,535 | $105.0 萬 | 0.34% | +2,279+101.0% | 加碼 |
| Premier Path Wealth Partners, LLC | 4,541 | $105.1 萬 | 0.18% | −10−0.2% | 減碼 |
| TCI Wealth Advisors, Inc. | 4,544 | $105.2 萬 | 0.10% | −93−2.0% | 減碼 |