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 |
|---|---|---|---|---|---|
| Icon Wealth Advisors, LLC | 10,664 | $269.9 萬 | 0.24% | +2,241+26.6% | 加碼 |
| Azimuth Capital Investment Management LLC | 11,690 | $270.7 萬 | 0.11% | −520−4.3% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 11,707 | $271.1 萬 | 0.62% | +26+0.2% | 加碼 |
| Brevan Howard Capital Management LP | 11,736 | $271.7 萬 | 0.18% | −9,362−44.4% | 減碼 |
| Constitution Capital LLC | 11,750 | $272.1 萬 | 1.44% | +2,300+24.3% | 加碼 |
| Impax Asset Management Group plc | 11,768 | $272.5 萬 | 0.01% | −608−4.9% | 減碼 |
| KCM Investment Advisors LLC | 11,770 | $272.5 萬 | 0.10% | −732−5.9% | 減碼 |
| Independent Financial Group, LLC | 11,811 | $273.5 萬 | 0.11% | +4,049+52.2% | 加碼 |
| Gotham Asset Management, LLC | 11,965 | $277.0 萬 | 0.04% | +666+5.9% | 加碼 |
| Independent Investors Inc | 12,000 | $277.9 萬 | 0.61% | 00.0% | 不變 |
| Peoples Financial Services Corp. | 12,017 | $278.3 萬 | 1.26% | −630−5.0% | 減碼 |
| SOL Capital Management CO | 12,023 | $278.4 萬 | 0.33% | −325−2.6% | 減碼 |
| Change Path, LLC | 12,093 | $280.0 萬 | 0.14% | −1,006−7.7% | 減碼 |
| Bleakley Financial Group, LLC | 12,112 | $280.4 萬 | 0.08% | −775−6.0% | 減碼 |
| Rathbone Brothers plc | 12,146 | $281.2 萬 | 0.02% | −31−0.3% | 減碼 |
| Insigneo Advisory Services, LLC | 12,607 | $284.8 萬 | 0.32% | −1,501−10.6% | 減碼 |
| Ahl Investment Management, Inc. | 12,331 | $285.5 萬 | 2.09% | −55−0.4% | 減碼 |
| Personal Cfo Solutions, LLC | 12,349 | $285.9 萬 | 0.44% | +613+5.2% | 加碼 |
| Cullen Investment Group, Ltd. | 12,413 | $287.4 萬 | 0.46% | −375−2.9% | 減碼 |
| Eads & Heald Wealth Management | 12,416 | $287.5 萬 | 1.39% | −666−5.1% | 減碼 |
| Apollon Wealth Management, LLC | 12,436 | $288.0 萬 | 0.09% | −1,699−12.0% | 減碼 |
| Sawyer & Company, Inc | 12,470 | $288.7 萬 | 1.15% | −175−1.4% | 減碼 |
| Vinva Investment Management Ltd | 12,686 | $289.7 萬 | 0.15% | −715−5.3% | 減碼 |
| Connable Office Inc | 12,553 | $290.7 萬 | 0.31% | −2,596−17.1% | 減碼 |
| Sequoia Financial Advisors, LLC | 12,562 | $290.9 萬 | 0.04% | +440+3.6% | 加碼 |
| Principal Securities, Inc. | 12,578 | $291.2 萬 | 0.08% | +896+7.7% | 加碼 |
| Chicago Capital, LLC | 12,579 | $291.3 萬 | 0.09% | +1,300+11.5% | 加碼 |
| Insight Inv LLC | 12,581 | $291.3 萬 | 2.52% | −100−0.8% | 減碼 |
| Foundations Investment Advisors, LLC | 12,585 | $291.4 萬 | 0.07% | −722−5.4% | 減碼 |
| Godshalk Welsh Capital Management, Inc. | 12,613 | $292.1 萬 | 1.95% | −250−1.9% | 減碼 |
| Quadrant Capital Group LLC | 12,692 | $293.9 萬 | 0.22% | +334+2.7% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 12,695 | $293.9 萬 | 0.30% | −70−0.5% | 減碼 |
| Cito Capital Group, LLC | 12,725 | $294.6 萬 | 1.14% | −75−0.6% | 減碼 |
| Invesco, LLC | 12,764 | $295.6 萬 | 1.24% | −54−0.4% | 減碼 |
| Profund Advisors LLC | 12,779 | $295.9 萬 | 0.11% | −413−3.1% | 減碼 |
| Dynamic Advisor Solutions LLC | 12,806 | $296.5 萬 | 0.09% | +13+0.1% | 加碼 |
| Leonteq Securities AG | 12,892 | $298.5 萬 | 0.42% | +1,622+14.4% | 加碼 |
| TD Private Client Wealth LLC | 12,924 | $299.3 萬 | 0.09% | −3,598−21.8% | 減碼 |
| Rehmann Capital Advisory Group | 12,929 | $299.4 萬 | 0.21% | +50.0% | 加碼 |
| Ostrum Asset Management | 13,019 | $301.5 萬 | 0.26% | −664−4.9% | 減碼 |
| Fortis Group Advisors, LLC | 13,065 | $302.5 萬 | 0.60% | +13,065 | 新進 |
| Meeder Advisory Services, Inc. | 13,099 | $303.3 萬 | 0.21% | +3,682+39.1% | 加碼 |
| Coldstream Capital Management Inc | 13,150 | $304.5 萬 | 0.07% | +378+3.0% | 加碼 |
| Greenfield Savings Bank | 13,153 | $304.6 萬 | 1.57% | −66−0.5% | 減碼 |
| Investment Advisory Services Inc | 13,157 | $304.6 萬 | 1.12% | −620−4.5% | 減碼 |
| Smith, Salley & Associates | 13,198 | $305.6 萬 | 0.22% | +15+0.1% | 加碼 |
| Herbst Group, LLC | 13,281 | $307.5 萬 | 1.87% | +325+2.5% | 加碼 |
| Jacobi Capital Management LLC | 13,358 | $309.3 萬 | 0.27% | +656+5.2% | 加碼 |
| Grandfield & Dodd, LLC | 13,471 | $311.9 萬 | 0.20% | −9−0.1% | 減碼 |
| Simplicity Wealth,LLC | 13,509 | $312.8 萬 | 0.07% | −716−5.0% | 減碼 |
| BNC Wealth Management, LLC | 13,577 | $314.4 萬 | 1.17% | +1,514+12.6% | 加碼 |
| Merit Financial Group, LLC | 13,606 | $315.0 萬 | 0.07% | +1,474+12.1% | 加碼 |
| Tower Bridge Advisors | 13,627 | $315.5 萬 | 0.35% | 00.0% | 不變 |
| Webster Bank, N. A. | 13,661 | $316.3 萬 | 0.35% | −638−4.5% | 減碼 |
| Lakeview Capital Partners, LLC | 13,946 | $317.5 萬 | 0.52% | 00.0% | 不變 |
| Capital International Inc | 13,792 | $319.4 萬 | 0.04% | +13,792 | 新進 |
| Proequities, Inc. | 13,812 | $319.8 萬 | 0.20% | +734+5.6% | 加碼 |
| South State Corp. | 13,854 | $320.8 萬 | 0.23% | +231+1.7% | 加碼 |
| Jones Financial Companies LLLP | 13,865 | $321.0 萬 | 0.00% | +8,877+178.0% | 加碼 |
| Columbia Asset Management | 13,869 | $321.1 萬 | 0.60% | +330+2.4% | 加碼 |
| Chartwell Investment Partners, LLC | 13,898 | $321.8 萬 | 0.11% | +244+1.8% | 加碼 |
| Boston Private Wealth LLC | 13,933 | $322.6 萬 | 0.08% | −2,200−13.6% | 減碼 |
| Intrinsic Value Partners, LLC | 13,950 | $323.0 萬 | 3.37% | −380−2.7% | 減碼 |
| ProVise Management Group, LLC | 13,970 | $323.5 萬 | 0.28% | −198−1.4% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 13,983 | $323.8 萬 | 0.75% | +504+3.7% | 加碼 |
| Empowered Funds, LLC | 14,010 | $324.4 萬 | 0.06% | +1,530+12.3% | 加碼 |
| Brendel Financial Advisors LLC | 14,021 | $324.7 萬 | 2.06% | 00.0% | 不變 |
| Townsend & Associates, Inc | 13,292 | $326.8 萬 | 0.36% | −364−2.7% | 減碼 |
| Lodestone Wealth Management LLC | 14,124 | $327.0 萬 | 1.74% | −2,419−14.6% | 減碼 |
| Evercore Wealth Management, LLC | 14,248 | $329.9 萬 | 0.05% | −237−1.6% | 減碼 |
| Canandaigua National Bank & Trust Co | 14,249 | $329.9 萬 | 0.36% | −544−3.7% | 減碼 |
| Signaturefd, LLC | 14,264 | $330.3 萬 | 0.07% | +1,108+8.4% | 加碼 |
| Cookson Peirce & Co Inc | 14,275 | $330.5 萬 | 0.16% | +14,275 | 新進 |
| BCJ Capital Management, LLC | 14,336 | $332.0 萬 | 0.26% | −2,975−17.2% | 減碼 |
| Gladstone Institutional Advisory LLC | 14,357 | $332.4 萬 | 0.17% | +3,846+36.6% | 加碼 |
| TCTC Holdings, LLC | 14,370 | $332.7 萬 | 0.11% | +112+0.8% | 加碼 |
| Aviance Capital Partners, LLC | 14,437 | $334.3 萬 | 0.48% | +46+0.3% | 加碼 |
| Benedict Financial Advisors Inc | 14,484 | $335.4 萬 | 0.85% | −24−0.2% | 減碼 |
| Kerusso Capital Management LLC | 14,547 | $336.8 萬 | 2.45% | +14,547 | 新進 |
| West Oak Capital, LLC | 14,662 | $339.5 萬 | 1.37% | +1,185+8.8% | 加碼 |
| William Allan, LLC | 14,704 | $340.5 萬 | 2.28% | −97−0.7% | 減碼 |
| Pettee Investors, Inc. | 14,706 | $340.5 萬 | 1.64% | −660−4.3% | 減碼 |
| Bell & Brown Wealth Advisors, LLC | 14,771 | $342.0 萬 | 1.49% | −389−2.6% | 減碼 |
| Wynn Capital, LLC | 14,858 | $344.0 萬 | 2.54% | +185+1.3% | 加碼 |
| Schechter Investment Advisors, LLC | 14,954 | $346.3 萬 | 0.26% | +340+2.3% | 加碼 |
| AE Wealth Management LLC | 14,979 | $346.9 萬 | 0.03% | +2,894+23.9% | 加碼 |
| Olstein Capital Management, L.P. | 15,000 | $347.3 萬 | 0.62% | −3,500−18.9% | 減碼 |
| Compass Wealth Management LLC | 15,005 | $347.4 萬 | 0.86% | −63−0.4% | 減碼 |
| Diversify Wealth Management, LLC | 15,562 | $351.6 萬 | 0.44% | +15,562 | 新進 |
| Buckhead Capital Management LLC | 15,198 | $351.9 萬 | 1.19% | −3,246−17.6% | 減碼 |
| Kanawha Capital Management LLC | 15,205 | $352.1 萬 | 0.28% | +655+4.5% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 15,206 | $352.1 萬 | 0.17% | +398+2.7% | 加碼 |
| BKD Wealth Advisors, LLC | 15,328 | $354.9 萬 | 0.09% | +4,356+39.7% | 加碼 |
| Strata Wealth Advisors, LLC | 15,336 | $355.1 萬 | 1.22% | −76−0.5% | 減碼 |
| Goelzer Investment Management, Inc. | 15,370 | $355.9 萬 | 0.20% | −350−2.2% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 15,373 | $356.0 萬 | 0.32% | −80−0.5% | 減碼 |
| New England Asset Management Inc | 15,420 | $357.1 萬 | 0.59% | −2,080−11.9% | 減碼 |
| Empire Financial Management Company, LLC | 15,561 | $360.3 萬 | 1.19% | −34−0.2% | 減碼 |
| Valicenti Advisory Services Inc | 15,605 | $361.3 萬 | 0.97% | −160−1.0% | 減碼 |
| Lincoln Capital LLC | 15,618 | $361.6 萬 | 0.81% | −115−0.7% | 減碼 |