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 |
|---|---|---|---|---|---|
| Flputnam Investment Management Co | 7,409 | $171.5 萬 | 0.03% | +935+14.4% | 加碼 |
| Ibex Wealth Advisors | 7,410 | $171.6 萬 | 0.27% | +7,410 | 新進 |
| Stablepoint Partners, LLC | 6,934 | $171.9 萬 | 0.33% | −468−6.3% | 減碼 |
| Gratus Capital LLC | 7,427 | $172.0 萬 | 0.07% | +610+8.9% | 加碼 |
| Caldwell Sutter Capital, Inc. | 7,427 | $172.0 萬 | 0.85% | +85+1.2% | 加碼 |
| Beach Investment Counsel Inc | 7,433 | $172.1 萬 | 0.21% | −200−2.6% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 7,442 | $172.3 萬 | 0.10% | +532+7.7% | 加碼 |
| Boltwood Capital Management | 7,452 | $172.6 萬 | 0.54% | −508−6.4% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 7,466 | $172.9 萬 | 0.47% | −147−1.9% | 減碼 |
| Holderness Investments Co | 7,492 | $173.5 萬 | 0.41% | +100+1.4% | 加碼 |
| Oldfather Financial Services, LLC | 7,500 | $173.7 萬 | 0.71% | −495−6.2% | 減碼 |
| Western Wealth Management, LLC | 7,504 | $173.8 萬 | 0.13% | +267+3.7% | 加碼 |
| Vident Advisory, LLC | 7,546 | $174.7 萬 | 0.05% | +329+4.6% | 加碼 |
| NBC Securities, Inc. | 7,551 | $174.8 萬 | 0.16% | +278+3.8% | 加碼 |
| Mutual Advisors, LLC | 7,055 | $174.9 萬 | 0.05% | +60+0.9% | 加碼 |
| RMR Capital Management, LLC | 7,558 | $175.0 萬 | 1.60% | −71−0.9% | 減碼 |
| Palisade Asset Management, LLC | 7,558 | $175.0 萬 | 0.18% | 00.0% | 不變 |
| Cape Cod Five Cents Savings Bank | 7,566 | $175.2 萬 | 0.17% | −364−4.6% | 減碼 |
| Karpas Strategies, LLC | 7,600 | $176.0 萬 | 0.55% | +191+2.6% | 加碼 |
| Thoroughbred Financial Services, LLC | 7,614 | $176.3 萬 | 0.12% | +3,853+102.4% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 7,630 | $176.7 萬 | 0.08% | −968−11.3% | 減碼 |
| Dover Advisors, LLC | 7,639 | $176.9 萬 | 1.09% | +202+2.7% | 加碼 |
| GLOBALT Investments LLC | 7,651 | $177.2 萬 | 0.07% | −144−1.8% | 減碼 |
| Spinnaker Trust | 7,654 | $177.2 萬 | 0.11% | 00.0% | 不變 |
| Excalibur Management Corp | 7,668 | $177.6 萬 | 0.72% | +10+0.1% | 加碼 |
| Intellectus Partners, LLC | 7,696 | $178.2 萬 | 0.49% | −150−1.9% | 減碼 |
| Blue Zone Wealth Advisors, LLC | 7,731 | $179.0 萬 | 0.62% | −716−8.5% | 減碼 |
| Summit Global Investments | 7,735 | $179.1 萬 | 0.12% | +5,219+207.4% | 加碼 |
| GeoWealth Management, LLC | 7,740 | $179.2 萬 | 0.08% | +3,066+65.6% | 加碼 |
| Occudo Quantitative Strategies LP | 7,745 | $179.3 萬 | 0.32% | +7,745 | 新進 |
| Burke & Herbert Bank & Trust Co | 7,748 | $179.4 萬 | 0.44% | +2,814+57.0% | 加碼 |
| Vise Technologies, Inc. | 7,783 | $180.2 萬 | 0.32% | −312−3.9% | 減碼 |
| SOA Wealth Advisors, LLC. | 7,822 | $181.1 萬 | 0.36% | +1,164+17.5% | 加碼 |
| IFP Advisors, Inc | 7,827 | $181.2 萬 | 0.07% | +4,540+138.1% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 7,901 | $182.9 萬 | 0.10% | +793+11.2% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 7,915 | $183.3 萬 | 0.06% | +5,364+210.3% | 加碼 |
| Delphi Management Inc | 7,915 | $183.3 萬 | 1.49% | +44+0.6% | 加碼 |
| Game Plan Financial Advisors, LLC | 7,933 | $183.7 萬 | 0.91% | +7,803+6,002.3% | 加碼 |
| Alpha DNA Investment Management LLC | 7,956 | $184.2 萬 | 1.05% | −430−5.1% | 減碼 |
| Bryn Mawr Trust Co | 7,996 | $185.1 萬 | 0.07% | −95−1.2% | 減碼 |
| Spears Abacus Advisors LLC | 8,013 | $185.5 萬 | 0.04% | +20+0.3% | 加碼 |
| Citizens National Bank Trust Department | 8,029 | $185.9 萬 | 0.41% | −10−0.1% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,033 | $186.0 萬 | 0.06% | +1,331+19.9% | 加碼 |
| First Horizon Advisors, Inc. | 8,047 | $186.3 萬 | 0.06% | −656−7.5% | 減碼 |
| Lecap Asset Management Ltd | 8,064 | $186.7 萬 | 0.40% | +8,064 | 新進 |
| Vivid Wealth Management, LLC | 8,071 | $186.9 萬 | 1.05% | +5,065+168.5% | 加碼 |
| Procyon Private Wealth Partners, LLC | 8,072 | $186.9 萬 | 0.14% | +2,814+53.5% | 加碼 |
| Osborne Partners Capital Management, LLC | 8,121 | $188.0 萬 | 0.11% | −100−1.2% | 減碼 |
| Ritholtz Wealth Management | 8,125 | $188.1 萬 | 0.06% | −288−3.4% | 減碼 |
| Taylor Frigon Capital Management LLC | 8,163 | $189.0 萬 | 0.90% | −364−4.3% | 減碼 |
| Lazard Freres Gestion S.A.S. | 8,235 | $189.1 萬 | 0.04% | 00.0% | 不變 |
| Horizon Investment Services, LLC | 8,171 | $189.2 萬 | 0.89% | +8,171 | 新進 |
| Hardy Reed LLC | 8,199 | $189.8 萬 | 0.19% | +8,199 | 新進 |
| Davis Investment Partners, LLC | 7,969 | $190.2 萬 | 0.78% | +1,042+15.0% | 加碼 |
| Oliver Lagore Vanvalin Investment Group | 8,244 | $190.9 萬 | 0.55% | +7,885+2,196.4% | 加碼 |
| TKG Advisors, LLC | 8,337 | $193.0 萬 | 1.05% | +8,337 | 新進 |
| Signet Investment Advisory Group, Inc. | 8,346 | $193.3 萬 | 1.04% | −15−0.2% | 減碼 |
| Zhang Financial LLC | 8,349 | $193.3 萬 | 0.14% | +1,116+15.4% | 加碼 |
| Principle Wealth Partners LLC | 8,381 | $194.1 萬 | 0.15% | 00.0% | 不變 |
| Berkshire Bank | 8,456 | $195.8 萬 | 0.49% | −734−8.0% | 減碼 |
| Sirios Capital Management L P | 8,462 | $195.9 萬 | 0.34% | +626+8.0% | 加碼 |
| Ingalls & Snyder LLC | 8,480 | $196.4 萬 | 0.08% | −40−0.5% | 減碼 |
| Sargent Investment Group, LLC | 8,504 | $196.9 萬 | 0.40% | +2,915+52.2% | 加碼 |
| Investors Asset Management of Georgia Inc | 8,529 | $197.5 萬 | 0.96% | +10.0% | 加碼 |
| iA Global Asset Management Inc. | 8,538 | $197.7 萬 | 0.04% | −2,133−20.0% | 減碼 |
| Bank of New Hampshire | 8,552 | $198.0 萬 | 0.51% | +527+6.6% | 加碼 |
| Fiduciary Family Office, LLC | 8,554 | $198.1 萬 | 0.78% | −292−3.3% | 減碼 |
| Walter & Keenan Financial Consulting Co | 8,582 | $198.7 萬 | 0.63% | 00.0% | 不變 |
| Howard Capital Management Group, LLC | 8,615 | $199.5 萬 | 0.15% | 00.0% | 不變 |
| IFG Advisory, LLC | 8,616 | $199.5 萬 | 0.13% | +8,616 | 新進 |
| Berkshire Asset Management LLC | 8,622 | $199.6 萬 | 0.10% | −52−0.6% | 減碼 |
| Rothschild Investment LLC | 8,627 | $199.8 萬 | 0.14% | +200+2.4% | 加碼 |
| Parkside Financial Bank & Trust | 8,667 | $200.7 萬 | 0.31% | +102+1.2% | 加碼 |
| Massmutual Trust Co FSB | 8,675 | $200.9 萬 | 0.06% | +334+4.0% | 加碼 |
| Argent Advisors, Inc. | 8,678 | $200.9 萬 | 0.80% | −293−3.3% | 減碼 |
| Beaumont Financial Advisors, LLC | 8,737 | $202.3 萬 | 0.16% | −49−0.6% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 8,740 | $202.4 萬 | 1.39% | −3,628−29.3% | 減碼 |
| Mather Group, LLC. | 8,893 | $202.5 萬 | 0.02% | +3,443+63.2% | 加碼 |
| PKO Investment Management Joint-Stock Co | 8,753 | $202.7 萬 | 0.25% | 00.0% | 不變 |
| Signature Wealth Management Group | 8,763 | $202.9 萬 | 0.89% | −224−2.5% | 減碼 |
| Pinnacle Wealth Management, LLC | 8,782 | $203.3 萬 | 2.54% | +301+3.5% | 加碼 |
| RFG Advisory, LLC | 8,823 | $204.3 萬 | 0.07% | −292−3.2% | 減碼 |
| Benjamin Edwards Inc | 8,832 | $204.5 萬 | 0.39% | −1,260−12.5% | 減碼 |
| Lake Street Advisors Group, LLC | 8,864 | $205.3 萬 | 0.10% | −17−0.2% | 減碼 |
| Coastal Bridge Advisors, LLC | 8,874 | $205.5 萬 | 0.51% | +25+0.3% | 加碼 |
| Donoghue Forlines LLC | 8,874 | $205.5 萬 | 0.58% | +5,995+208.2% | 加碼 |
| Argus Investors' Counsel, Inc. | 8,883 | $205.7 萬 | 1.26% | −1,199−11.9% | 減碼 |
| FineMark National Bank & Trust | 8,899 | $206.1 萬 | 0.08% | +575+6.9% | 加碼 |
| Anchor Investment Management, LLC | 8,902 | $206.1 萬 | 0.21% | +1,232+16.1% | 加碼 |
| HBK Sorce Advisory LLC | 8,911 | $206.3 萬 | 0.07% | −86−1.0% | 減碼 |
| Beverly Hills Private Wealth, LLC | 8,927 | $206.7 萬 | 0.45% | −509−5.4% | 減碼 |
| Eqis Capital Management, Inc. | 8,948 | $207.2 萬 | 0.17% | −847−8.6% | 減碼 |
| Lowe Brockenbrough & Co Inc | 8,963 | $207.5 萬 | 0.14% | −200−2.2% | 減碼 |
| Csenge Advisory Group | 8,967 | $207.6 萬 | 0.12% | +26+0.3% | 加碼 |
| Hyman Charles D | 9,043 | $209.4 萬 | 0.12% | +45+0.5% | 加碼 |
| Pitcairn Co | 9,067 | $209.9 萬 | 0.13% | +447+5.2% | 加碼 |
| Mengis Capital Management, Inc. | 9,070 | $210.0 萬 | 0.43% | −736−7.5% | 減碼 |
| Woodmont Investment Counsel LLC | 9,071 | $210.0 萬 | 0.17% | +40.0% | 加碼 |
| Provenance Wealth Advisors, LLC | 9,072 | $210.1 萬 | 0.29% | −60−0.7% | 減碼 |
| Moneta Group Investment Advisors LLC | 9,076 | $210.2 萬 | 0.03% | +399+4.6% | 加碼 |