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 | 2,913 | $1,748 億 |
| 2025 年第 4 季 | 3,044 | $2,168 億 |
| 2025 年第 3 季 | 2,759 | $1,934 億 |
| 2025 年第 2 季 | 2,720 | $1,899 億 |
| 2025 年第 1 季 | 2,628 | $1,607 億 |
| 2024 年第 4 季 | 2,643 | $1,775 億 |
| 2024 年第 3 季 | 2,460 | $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 |
|---|---|---|---|---|---|
| Northern Financial Advisors Inc | 9,099 | $210.7 萬 | 1.69% | −126−1.4% | 減碼 |
| Pinnacle Holdings, LLC | 9,106 | $210.8 萬 | 0.86% | −245−2.6% | 減碼 |
| Invst, LLC | 9,021 | $210.9 萬 | 0.23% | +313+3.6% | 加碼 |
| Linden Thomas Advisory Services, LLC | 9,111 | $211.0 萬 | 0.33% | +1,545+20.4% | 加碼 |
| Evergreen Capital Management LLC | 9,137 | $211.6 萬 | 0.08% | +140+1.6% | 加碼 |
| Hartford Funds Management Co LLC | 9,184 | $212.7 萬 | 0.20% | +766+9.1% | 加碼 |
| Moors & Cabot, Inc. | 9,195 | $212.9 萬 | 0.11% | +5+0.1% | 加碼 |
| Retireful, LLC | 9,229 | $213.7 萬 | 1.01% | +1,814+24.5% | 加碼 |
| TAGStone Capital, Inc. | 9,243 | $214.0 萬 | 1.21% | +26+0.3% | 加碼 |
| First National Trust Co | 9,244 | $214.0 萬 | 0.09% | −75−0.8% | 減碼 |
| Wintrust Investments LLC | 9,270 | $214.6 萬 | 0.17% | −335−3.5% | 減碼 |
| Beacon Investment Advisors LLC | 9,328 | $216.0 萬 | 1.10% | 00.0% | 不變 |
| Applied Capital LLC | 9,331 | $216.1 萬 | 1.89% | +82+0.9% | 加碼 |
| Perpetual Ltd | 9,366 | $216.9 萬 | 0.02% | +7,922+548.6% | 加碼 |
| Stock Yards Bank & Trust Co | 9,373 | $217.0 萬 | 0.07% | −390−4.0% | 減碼 |
| Carl P. Sherr & Co., LLC | 9,399 | $217.6 萬 | 1.21% | +10.0% | 加碼 |
| Bridgeway Capital Management, LLC | 9,400 | $217.7 萬 | 0.05% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 9,401 | $217.7 萬 | 0.29% | −28−0.3% | 減碼 |
| AlTi Global, Inc. | 9,424 | $218.2 萬 | 0.06% | +6,005+175.6% | 加碼 |
| Entropy Technologies, LP | 9,484 | $219.6 萬 | 0.24% | −2,708−22.2% | 減碼 |
| Wolff Wiese Magana LLC | 9,523 | $220.5 萬 | 1.75% | +8,658+1,000.9% | 加碼 |
| DoubleLine ETF Adviser LP | 9,536 | $220.8 萬 | 0.58% | −441−4.4% | 減碼 |
| Qtron Investments LLC | 9,546 | $221.0 萬 | 0.32% | +158+1.7% | 加碼 |
| EFG Asset Management (North America) Corp. | 9,544 | $221.1 萬 | 0.38% | +1,464+18.1% | 加碼 |
| KWB Wealth | 9,745 | $221.9 萬 | 0.31% | −93−0.9% | 減碼 |
| Penobscot Investment Management Company, Inc. | 9,609 | $222.5 萬 | 0.21% | 00.0% | 不變 |
| Marble Harbor Investment Counsel, LLC | 9,611 | $222.5 萬 | 0.26% | −100−1.0% | 減碼 |
| Hamilton Capital Partners Inc. | 9,639 | $223.2 萬 | 0.24% | +1,256+15.0% | 加碼 |
| Knuff & Co LLC | 9,650 | $223.4 萬 | 0.73% | 00.0% | 不變 |
| L2 Asset Management, LLC | 9,656 | $223.6 萬 | 0.67% | +2,752+39.9% | 加碼 |
| Trustco Bank Corp N Y | 9,694 | $224.5 萬 | 2.39% | +300+3.2% | 加碼 |
| Wolverine Asset Management LLC | 9,721 | $225.1 萬 | 0.04% | −698−6.7% | 減碼 |
| Americana Partners, LLC | 9,730 | $225.3 萬 | 0.18% | −29−0.3% | 減碼 |
| Inlet Private Wealth, LLC | 9,751 | $225.8 萬 | 0.62% | +96+1.0% | 加碼 |
| Financial Security Advisor, Inc. | 9,809 | $227.1 萬 | 0.76% | −27−0.3% | 減碼 |
| Xcel Wealth Management, LLC | 9,823 | $227.5 萬 | 0.71% | −400−3.9% | 減碼 |
| Rockland Trust Co | 9,851 | $228.1 萬 | 0.12% | −77−0.8% | 減碼 |
| Wolf Group Capital Advisors | 9,868 | $228.5 萬 | 0.90% | −1,291−11.6% | 減碼 |
| Doheny Asset Management | 9,870 | $228.5 萬 | 1.63% | −30.0% | 減碼 |
| Plimoth Trust Co LLC | 9,931 | $230.0 萬 | 0.61% | −152−1.5% | 減碼 |
| Wedmont Private Capital | 9,671 | $230.8 萬 | 0.15% | +361+3.9% | 加碼 |
| Union Heritage Capital, LLC | 9,968 | $230.8 萬 | 0.91% | 00.0% | 不變 |
| Bigelow Investment Advisors, LLC | 9,980 | $231.1 萬 | 1.10% | −51−0.5% | 減碼 |
| Empower Advisory Group, LLC | 9,984 | $231.2 萬 | 0.01% | −1,174−10.5% | 減碼 |
| NTV Asset Management LLC | 10,040 | $232.5 萬 | 0.33% | +100+1.0% | 加碼 |
| Bailard, Inc. | 10,044 | $232.6 萬 | 0.06% | +50.0% | 加碼 |
| Cunning Capital Partners, LP | 10,070 | $233.2 萬 | 1.33% | 00.0% | 不變 |
| GFG Capital, LLC | 10,098 | $233.8 萬 | 0.64% | +294+3.0% | 加碼 |
| Joel Isaacson & Co., LLC | 10,099 | $233.8 萬 | 0.12% | +408+4.2% | 加碼 |
| Bank of Stockton | 10,175 | $235.6 萬 | 0.75% | −1,858−15.4% | 減碼 |
| Northstar Advisory Group, LLC | 10,187 | $235.9 萬 | 1.36% | +535+5.5% | 加碼 |
| Mission Wealth Management, LP | 10,301 | $238.5 萬 | 0.06% | +102+1.0% | 加碼 |
| Alps Advisors Inc | 10,313 | $238.8 萬 | 0.02% | −837−7.5% | 減碼 |
| Hilltop Holdings Inc. | 10,360 | $239.9 萬 | 0.28% | +170+1.7% | 加碼 |
| Sawgrass Asset Management LLC | 10,384 | $240.4 萬 | 0.26% | +41+0.4% | 加碼 |
| Guardian Capital LP | 10,388 | $240.5 萬 | 0.09% | 00.0% | 不變 |
| FOCUS Wealth Advisors, LLC | 10,395 | $240.7 萬 | 1.24% | +518+5.2% | 加碼 |
| Prosperity Consulting Group, LLC | 10,402 | $240.9 萬 | 0.33% | +72+0.7% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 10,435 | $241.6 萬 | 0.06% | +17+0.2% | 加碼 |
| Great Lakes Retirement, Inc. | 10,449 | $241.9 萬 | 0.33% | +994+10.5% | 加碼 |
| Ameritas Advisory Services, LLC | 10,465 | $242.3 萬 | 0.09% | +237+2.3% | 加碼 |
| Concurrent Investment Advisors, LLC | 10,473 | $242.5 萬 | 0.08% | +1,510+16.8% | 加碼 |
| Arete Wealth Advisors, LLC | 10,619 | $243.4 萬 | 0.20% | −104−1.0% | 減碼 |
| Fulton Bank, N.A. | 10,512 | $243.4 萬 | 0.10% | −756−6.7% | 減碼 |
| Horizon Investments, LLC | 10,604 | $244.8 萬 | 0.07% | +154+1.5% | 加碼 |
| Buttonwood Financial Advisors Inc. | 10,614 | $245.8 萬 | 1.16% | −370−3.4% | 減碼 |
| Midwest Professional Planners, LTD. | 10,628 | $246.1 萬 | 0.82% | +1,793+20.3% | 加碼 |
| First Dallas Securities Inc. | 10,690 | $247.5 萬 | 1.09% | −1,209−10.2% | 減碼 |
| Strategic Planning Group, LLC | 10,801 | $250.1 萬 | 0.55% | +875+8.8% | 加碼 |
| Deane Retirement Strategies, Inc. | 10,829 | $250.5 萬 | 1.29% | −258−2.3% | 減碼 |
| Trajan Wealth LLC | 10,823 | $250.6 萬 | 0.16% | +1,388+14.7% | 加碼 |
| Hartline Investment Corp | 10,844 | $251.1 萬 | 0.34% | +10,844 | 新進 |
| Strategic Wealth Partners, Ltd. | 10,860 | $251.5 萬 | 0.26% | −23,370−68.3% | 減碼 |
| St. Johns Investment Management Company, LLC | 10,864 | $251.6 萬 | 1.19% | +110+1.0% | 加碼 |
| J.W. Cole Advisors, Inc. | 10,865 | $251.6 萬 | 0.12% | +1,039+10.6% | 加碼 |
| Summit Trail Advisors, LLC | 10,870 | $251.7 萬 | 0.07% | −171−1.5% | 減碼 |
| J. Safra Sarasin Holding AG | 10,905 | $252.5 萬 | 0.05% | +10,905 | 新進 |
| SageView Advisory Group, LLC | 10,962 | $253.8 萬 | 0.12% | +2,299+26.5% | 加碼 |
| Gifford Fong Associates | 11,000 | $254.7 萬 | 0.67% | 00.0% | 不變 |
| Optimas Capital Ltd | 12,000 | $255.0 萬 | 2.90% | 00.0% | 不變 |
| Parallel Advisors, LLC | 11,031 | $255.4 萬 | 0.07% | +147+1.4% | 加碼 |
| Frank, Rimerman Advisors LLC | 11,053 | $255.9 萬 | 0.18% | +11,015+28,986.8% | 加碼 |
| Sigma Planning Corp | 11,060 | $256.1 萬 | 0.08% | +206+1.9% | 加碼 |
| Wilkins Investment Counsel Inc | 11,082 | $256.6 萬 | 0.38% | +170+1.6% | 加碼 |
| Stonegate Investment Group, LLC | 11,112 | $257.3 萬 | 0.07% | −10,539−48.7% | 減碼 |
| Moody National Bank Trust Division | 11,141 | $258.0 萬 | 0.20% | +98+0.9% | 加碼 |
| Fifth Third Wealth Advisors LLC | 11,180 | $258.9 萬 | 0.20% | +6,088+119.6% | 加碼 |
| Vestcor Inc | 11,208 | $259.5 萬 | 0.09% | 00.0% | 不變 |
| Private Wealth Partners, LLC | 11,213 | $259.6 萬 | 0.20% | 00.0% | 不變 |
| QV Investors Inc. | 11,370 | $263.3 萬 | 0.25% | +60+0.5% | 加碼 |
| Harbor Capital Advisors, Inc. | 11,419 | $264.4 萬 | 0.20% | +24+0.2% | 加碼 |
| BLB&B Advisors, LLC | 11,422 | $264.5 萬 | 0.14% | −50.0% | 減碼 |
| Boston Family Office LLC | 11,430 | $264.7 萬 | 0.19% | −150−1.3% | 減碼 |
| Aristotle Capital Management, LLC | 11,530 | $267.0 萬 | 0.01% | 00.0% | 不變 |
| Fruth Investment Management | 11,550 | $267.4 萬 | 0.73% | 00.0% | 不變 |
| Lindsell Train Ltd大師Lindsell Train | 11,600 | $267.5 萬 | 0.06% | 00.0% | 不變 |
| Bull Street Advisors, LLC | 11,575 | $268.0 萬 | 1.29% | −97−0.8% | 減碼 |
| Arcus Capital Partners, LLC | 11,583 | $268.2 萬 | 1.03% | 00.0% | 不變 |
| Valueworks LLC | 11,585 | $268.3 萬 | 0.83% | +10.0% | 加碼 |
| Trust Co of Toledo NA | 11,636 | $269.4 萬 | 0.39% | +120+1.0% | 加碼 |