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 |
|---|---|---|---|---|---|
| Allegheny Financial Group LTD | 4,550 | $105.4 萬 | 0.30% | +20.0% | 加碼 |
| Verus Capital Partners, LLC | 4,558 | $105.5 萬 | 0.11% | −171−3.6% | 減碼 |
| Tufton Capital Management | 4,560 | $105.6 萬 | 0.21% | 00.0% | 不變 |
| Twelve Points Wealth Management LLC | 4,564 | $105.7 萬 | 0.37% | +26+0.6% | 加碼 |
| Fullcircle Wealth LLC | 4,386 | $105.7 萬 | 0.52% | +4,386 | 新進 |
| Advisors Capital Management, LLC | 4,577 | $106.0 萬 | 0.02% | +113+2.5% | 加碼 |
| PFG Advisors | 4,580 | $106.1 萬 | 0.07% | +146+3.3% | 加碼 |
| United Asset Strategies, Inc. | 4,585 | $106.2 萬 | 0.10% | −649−12.4% | 減碼 |
| Sentry LLC | 4,591 | $106.3 萬 | 0.20% | 00.0% | 不變 |
| Harbour Investments, Inc. | 4,594 | $106.4 萬 | 0.04% | −36−0.8% | 減碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,600 | $106.5 萬 | 0.69% | 00.0% | 不變 |
| WMS Partners, LLC | 4,617 | $106.9 萬 | 0.07% | +2,215+92.2% | 加碼 |
| Western Financial Corp | 4,622 | $107.0 萬 | 0.65% | +4,622 | 新進 |
| Byrne Asset Management LLC | – | $107.1 萬 | 0.76% | – | – |
| Koshinski Asset Management, Inc. | 4,506 | $107.1 萬 | 0.10% | +375+9.1% | 加碼 |
| Harvest Fund Management Co., Ltd | 4,645 | $107.6 萬 | 0.08% | +929+25.0% | 加碼 |
| Washington Trust Co | 4,656 | $107.8 萬 | 0.04% | 00.0% | 不變 |
| Papp L Roy & Associates | 4,700 | $108.8 萬 | 0.13% | −21−0.4% | 減碼 |
| First Command Advisory Services, Inc. | 4,709 | $109.0 萬 | 0.01% | +4,709 | 新進 |
| IHT Wealth Management, LLC | 4,714 | $109.2 萬 | 0.04% | −36−0.8% | 減碼 |
| Muirfield Wealth Advisors LLC | 4,716 | $109.2 萬 | 1.02% | +14+0.3% | 加碼 |
| VisionPoint Advisory Group, LLC | 4,720 | $109.3 萬 | 0.39% | −205−4.2% | 減碼 |
| North Star Investment Management Corp. | 4,723 | $109.4 萬 | 0.08% | −945−16.7% | 減碼 |
| 3Chopt Investment Partners, LLC | 4,753 | $110.1 萬 | 0.34% | +4,753 | 新進 |
| Ignite Planners, LLC | 4,682 | $110.3 萬 | 0.27% | +43+0.9% | 加碼 |
| Paragon Private Wealth Management, LLC | 4,782 | $110.7 萬 | 0.63% | +183+4.0% | 加碼 |
| Boyar Asset Management Inc. | 4,785 | $110.8 萬 | 0.76% | 00.0% | 不變 |
| Lebenthal Global Advisors, LLC | 4,785 | $110.8 萬 | 0.24% | +493+11.5% | 加碼 |
| Leisure Capital Management | 4,799 | $111.1 萬 | 0.52% | 00.0% | 不變 |
| Beaumont Asset Management, L.L.C. | 4,811 | $111.4 萬 | 0.72% | +51+1.1% | 加碼 |
| Prostatis Group LLC | 4,747 | $111.7 萬 | 0.39% | +67+1.4% | 加碼 |
| Chicago Partners Investment Group LLC | 4,424 | $111.7 萬 | 0.04% | +45+1.0% | 加碼 |
| Sentry Investment Management LLC | 4,834 | $111.9 萬 | 0.50% | −990−17.0% | 減碼 |
| Garde Capital, Inc. | 4,838 | $112.0 萬 | 0.08% | −175−3.5% | 減碼 |
| Essex Financial Services, Inc. | 4,828 | $112.8 萬 | 0.08% | +659+15.8% | 加碼 |
| Vista Wealth Management Group, LLC | 4,870 | $112.8 萬 | 0.08% | +645+15.3% | 加碼 |
| Moloney Securities Asset Management, LLC | 4,898 | $113.4 萬 | 0.16% | −3,255−39.9% | 減碼 |
| Saxon Interests, Inc. | 4,900 | $113.5 萬 | 0.54% | +87+1.8% | 加碼 |
| Levin Capital Strategies, L.P. | 4,915 | $113.8 萬 | 0.12% | −200−3.9% | 減碼 |
| Confluence Wealth Services, Inc. | 4,951 | $114.6 萬 | 0.09% | −20−0.4% | 減碼 |
| Legacy Advisors, LLC | 4,976 | $115.2 萬 | 0.14% | +247+5.2% | 加碼 |
| Wealth Alliance | 4,982 | $115.4 萬 | 0.15% | −288−5.5% | 減碼 |
| Spirit of America Management Corp | 5,000 | $115.8 萬 | 0.23% | 00.0% | 不變 |
| Leavell Investment Management, Inc. | 5,013 | $116.1 萬 | 0.06% | +588+13.3% | 加碼 |
| Cornerstone Planning Group LLC | 5,167 | $116.7 萬 | 0.33% | +166+3.3% | 加碼 |
| Barden Capital Management, Inc. | 5,056 | $116.8 萬 | 1.10% | −256−4.8% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 5,054 | $117.0 萬 | 0.05% | +3+0.1% | 加碼 |
| Sterling Wealth Management, Inc. | 5,128 | $118.7 萬 | 0.56% | 00.0% | 不變 |
| M Holdings Securities, Inc. | 5,136 | $118.9 萬 | 0.15% | +5,136 | 新進 |
| Old National Bancorp | 5,163 | $119.5 萬 | 0.03% | +49+1.0% | 加碼 |
| Vectors Research Management, LLC | 5,189 | $120.2 萬 | 0.37% | −100−1.9% | 減碼 |
| Cypress Wealth Services, LLC | 5,191 | $120.2 萬 | 0.27% | +30+0.6% | 加碼 |
| Factorial Partners, LLC | 5,200 | $120.4 萬 | 0.74% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 5,201 | $120.4 萬 | 0.07% | +5,201 | 新進 |
| Pecaut & Co. | 5,214 | $120.7 萬 | 0.46% | −126−2.4% | 減碼 |
| RB Capital Management, LLC | 5,216 | $120.8 萬 | 0.31% | +299+6.1% | 加碼 |
| Harbor Investment Advisory, LLC | 5,219 | $120.9 萬 | 0.13% | −30−0.6% | 減碼 |
| Mittelman Wealth Management | 5,229 | $121.1 萬 | 0.78% | −125−2.3% | 減碼 |
| Ramirez Asset Management, Inc. | 5,229 | $121.1 萬 | 0.25% | 00.0% | 不變 |
| Convergence Investment Partners, LLC | 5,258 | $121.7 萬 | 0.36% | +3,949+301.7% | 加碼 |
| Gen-Wealth Partners Inc | 5,261 | $121.8 萬 | 0.59% | −203−3.7% | 減碼 |
| Highview Capital Management LLC | 5,277 | $122.2 萬 | 0.51% | +5,277 | 新進 |
| S.A. Mason LLC | 5,279 | $122.2 萬 | 0.70% | +121+2.3% | 加碼 |
| Paloma Partners Management Co | 5,282 | $122.3 萬 | 0.11% | −6,826−56.4% | 減碼 |
| CX Institutional | 5,288 | $122.4 萬 | 0.06% | +564+11.9% | 加碼 |
| Brighton Jones LLC | 5,301 | $122.8 萬 | 0.04% | +297+5.9% | 加碼 |
| Ronald Blue Trust, Inc. | 5,395 | $122.8 萬 | 0.02% | +1,151+27.1% | 加碼 |
| Laurion Capital Management LP | 5,310 | $123.0 萬 | 0.04% | +5,310 | 新進 |
| KRS Capital Management, LLC | 5,312 | $123.0 萬 | 0.92% | −52−1.0% | 減碼 |
| Mattson Financial Services, LLC | 5,316 | $123.1 萬 | 0.44% | +5,316 | 新進 |
| Level Four Advisory Services, LLC | 5,356 | $124.0 萬 | 0.06% | +3,168+144.8% | 加碼 |
| Edge Capital Group, LLC | 5,373 | $124.4 萬 | 0.06% | −109−2.0% | 減碼 |
| Magnus Financial Group LLC | 5,386 | $124.7 萬 | 0.14% | +52+1.0% | 加碼 |
| RNC Capital Management LLC | 5,428 | $125.7 萬 | 0.07% | −1,794−24.8% | 減碼 |
| MeadowBrook Investment Advisors LLC | 5,428 | $125.7 萬 | 1.19% | −90−1.6% | 減碼 |
| GAMMA Investing LLC | 5,440 | $126.0 萬 | 0.17% | +1,278+30.7% | 加碼 |
| Carr Financial Group Corp | 5,447 | $126.1 萬 | 0.40% | +87+1.6% | 加碼 |
| Waldron Private Wealth LLC | 5,450 | $126.2 萬 | 0.06% | +184+3.5% | 加碼 |
| Eagle Asset Management Inc | 5,398 | $126.2 萬 | 0.01% | +808+17.6% | 加碼 |
| Lawson Kroeker Investment Management Inc | 5,458 | $126.4 萬 | 0.24% | +51+0.9% | 加碼 |
| Wealthspire Advisors, LLC | 5,470 | $126.7 萬 | 0.02% | −325−5.6% | 減碼 |
| Geneos Wealth Management Inc. | 5,483 | $127.0 萬 | 0.06% | +3,262+146.9% | 加碼 |
| Flagship Harbor Advisors, LLC | 5,507 | $127.5 萬 | 0.08% | +259+4.9% | 加碼 |
| Laurel Wealth Advisors LLC | 5,540 | $128.3 萬 | 0.22% | −120−2.1% | 減碼 |
| Crewe Advisors LLC | 5,544 | $128.4 萬 | 0.14% | −51−0.9% | 減碼 |
| Icon Advisers Inc | 5,500 | $128.6 萬 | 0.29% | 00.0% | 不變 |
| Pine Valley Investments Ltd Liability Co | 5,562 | $128.8 萬 | 0.10% | −222−3.8% | 減碼 |
| Grove Bank & Trust | 5,566 | $128.9 萬 | 0.21% | −1,059−16.0% | 減碼 |
| Simmons Bank | 5,567 | $128.9 萬 | 0.10% | −999−15.2% | 減碼 |
| Northcape Wealth Management, LLC | 5,580 | $129.2 萬 | 0.47% | 00.0% | 不變 |
| Syon Capital LLC | 5,582 | $129.2 萬 | 0.12% | +37+0.7% | 加碼 |
| Diversify Advisory Services, LLC | 5,475 | $130.2 萬 | 0.07% | −1,852−25.3% | 減碼 |
| Lavaca Capital LLC | 5,626 | $130.3 萬 | 0.71% | +155+2.8% | 加碼 |
| Hohimer Wealth Management, LLC | 5,643 | $130.7 萬 | 0.30% | −46−0.8% | 減碼 |
| Private Trust Co NA | 5,645 | $130.7 萬 | 0.14% | −373−6.2% | 減碼 |
| Hall Capital Management Co Inc | 5,646 | $130.7 萬 | 0.62% | +151+2.7% | 加碼 |
| Crestwood Advisors Group LLC | 5,657 | $131.0 萬 | 0.03% | −707−11.1% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 5,667 | $131.2 萬 | 0.27% | +38+0.7% | 加碼 |
| Journey Strategic Wealth LLC | 5,668 | $131.2 萬 | 0.06% | +1,109+24.3% | 加碼 |
| Profit Investment Management, LLC | 5,677 | $131.5 萬 | 0.82% | 00.0% | 不變 |