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 |
|---|---|---|---|---|---|
| State of Wyoming | 1,204 | $27.9 萬 | 0.05% | −94−7.2% | 減碼 |
| Moss Adams Wealth Advisors LLC | 1,211 | $28.1 萬 | 0.04% | +265+28.0% | 加碼 |
| Key Financial Inc | 1,213 | $28.1 萬 | 0.07% | 00.0% | 不變 |
| Y.D. More Investments Ltd | 1,216 | $28.1 萬 | 0.03% | +376+44.8% | 加碼 |
| Firestone Capital Management | 1,215 | $28.1 萬 | 0.08% | 00.0% | 不變 |
| Middleton & Co Inc | 1,219 | $28.2 萬 | 0.03% | −50−3.9% | 減碼 |
| Wealth Management Partners, LLC | 1,220 | $28.2 萬 | 0.14% | +1+0.1% | 加碼 |
| Heartland Bank & Trust Co | 1,220 | $28.2 萬 | 0.16% | 00.0% | 不變 |
| 1620 Investment Advisors, Inc. | 1,220 | $28.2 萬 | 0.22% | +1,220 | 新進 |
| Heartwood Wealth Advisors LLC | 1,221 | $28.3 萬 | 0.03% | 00.0% | 不變 |
| Centaurus Financial, Inc. | 1,221 | $28.3 萬 | 0.02% | +1+0.1% | 加碼 |
| Gryphon Financial Partners LLC | 1,224 | $28.4 萬 | 0.04% | +135+12.4% | 加碼 |
| Kapstone Financial Advisors LLC | 1,227 | $28.4 萬 | 0.19% | −78−6.0% | 減碼 |
| Northwest Wealth Management, LLC | 1,233 | $28.6 萬 | 0.07% | +7+0.6% | 加碼 |
| Hoxton Planning & Management, LLC | 1,234 | $28.6 萬 | 0.13% | +5+0.4% | 加碼 |
| Maia Wealth LLC | 1,173 | $28.6 萬 | 0.09% | +1,173 | 新進 |
| KG&L Capital Management,LLC | 1,240 | $28.7 萬 | 0.10% | +1,240 | 新進 |
| Blue Square Asset Management, LLC | 1,240 | $28.7 萬 | 0.17% | 00.0% | 不變 |
| Edgestream Partners, L.P. | 1,243 | $28.8 萬 | 0.01% | −14,074−91.9% | 減碼 |
| City State Bank | 1,245 | $28.8 萬 | 0.12% | 00.0% | 不變 |
| Alera Investment Advisors, LLC | 1,246 | $28.9 萬 | 0.03% | +1,246 | 新進 |
| Tanglewood Legacy Advisors, LLC | 1,247 | $28.9 萬 | 0.14% | 00.0% | 不變 |
| E&G Advisors, LP | 1,250 | $29.0 萬 | 0.09% | −100−7.4% | 減碼 |
| IPG Investment Advisors LLC | 1,252 | $29.0 萬 | 0.06% | +22+1.8% | 加碼 |
| Sandy Cove Advisors, LLC | 1,262 | $29.2 萬 | 0.13% | +9+0.7% | 加碼 |
| Manchester Financial Inc | 1,264 | $29.3 萬 | 0.07% | +1,264 | 新進 |
| Capital Advisors, Ltd. LLC | 1,266 | $29.3 萬 | 0.04% | +219+20.9% | 加碼 |
| ETF Portfolio Partners, Inc. | 1,269 | $29.4 萬 | 0.09% | 00.0% | 不變 |
| Callan Capital, LLC | 1,270 | $29.4 萬 | 0.02% | +66+5.5% | 加碼 |
| EntryPoint Capital, LLC | 1,270 | $29.4 萬 | 0.14% | +957+305.8% | 加碼 |
| Southeast Asset Advisors Inc. | 1,270 | $29.4 萬 | 0.04% | +2+0.2% | 加碼 |
| Brandywine Oak Private Wealth LLC | 1,274 | $29.5 萬 | 0.03% | −18−1.4% | 減碼 |
| Stockman Wealth Management, Inc. | 1,276 | $29.5 萬 | 0.05% | 00.0% | 不變 |
| 4J Wealth Management LLC | 1,278 | $29.6 萬 | 0.24% | 00.0% | 不變 |
| One Wealth Advisors, LLC | 1,245 | $29.6 萬 | 0.06% | −12−1.0% | 減碼 |
| North Star Asset Management Inc | 1,279 | $29.6 萬 | 0.01% | 00.0% | 不變 |
| Revolve Wealth Partners, LLC | 1,282 | $29.7 萬 | 0.05% | −22−1.7% | 減碼 |
| Austin Wealth Management, LLC | 1,245 | $29.7 萬 | 0.07% | +5+0.4% | 加碼 |
| Valmark Advisers, Inc. | 1,297 | $30.0 萬 | 0.01% | +120+10.2% | 加碼 |
| Arden Trust Co | 1,297 | $30.0 萬 | 0.04% | −88−6.4% | 減碼 |
| FDx Advisors, Inc. | 1,302 | $30.1 萬 | 0.08% | −1,125−46.4% | 減碼 |
| Bayesian Capital Management, LP | 1,300 | $30.1 萬 | 0.03% | −34,306−96.3% | 減碼 |
| Wexford Capital LP | 1,300 | $30.1 萬 | 0.08% | −1,300−50.0% | 減碼 |
| Libra Wealth LLC | 1,300 | $30.1 萬 | 0.13% | 00.0% | 不變 |
| Certified Advisory Corp | 1,303 | $30.2 萬 | 0.04% | +50+4.0% | 加碼 |
| Hall Laurie J Trustee | 1,304 | $30.2 萬 | 0.11% | 00.0% | 不變 |
| Alpha Family Trust | 1,305 | $30.2 萬 | 0.18% | 00.0% | 不變 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,306 | $30.2 萬 | 0.18% | 00.0% | 不變 |
| Heritage Financial Services, LLC | 1,311 | $30.4 萬 | 0.04% | −16−1.2% | 減碼 |
| BBR Partners, LLC | 1,312 | $30.4 萬 | 0.02% | −68−4.9% | 減碼 |
| Duff & Phelps Investment Management Co | 1,313 | $30.4 萬 | 0.00% | −5,321−80.2% | 減碼 |
| Great Diamond Partners, LLC | 1,315 | $30.4 萬 | 0.07% | −19−1.4% | 減碼 |
| Summit Asset Management, LLC | 1,315 | $30.4 萬 | 0.06% | 00.0% | 不變 |
| Fidelity D & D Bancorp Inc | 1,316 | $30.5 萬 | 0.23% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 1,317 | $30.5 萬 | 0.07% | −7−0.5% | 減碼 |
| Heritage Wealth Advisors | 1,321 | $30.6 萬 | 0.01% | −2,240−62.9% | 減碼 |
| Sittner & Nelson, LLC | 1,321 | $30.6 萬 | 0.15% | +1+0.1% | 加碼 |
| MJP Associates Inc | 1,323 | $30.6 萬 | 0.06% | +20+1.5% | 加碼 |
| Fragasso Group Inc. | 1,329 | $30.8 萬 | 0.03% | −611−31.5% | 減碼 |
| Tyche Wealth Partners LLC | 1,330 | $30.8 萬 | 0.07% | +1+0.1% | 加碼 |
| Advisors Management Group Inc | 1,339 | $31.0 萬 | 0.08% | −21−1.5% | 減碼 |
| Plante Moran Financial Advisors, LLC | 1,340 | $31.0 萬 | 0.03% | −42−3.0% | 減碼 |
| BTC Capital Management, Inc. | 1,348 | $31.2 萬 | 0.03% | −28−2.0% | 減碼 |
| Burns J W & Co Inc | 1,350 | $31.3 萬 | 0.04% | −3−0.2% | 減碼 |
| Savvy Advisors, Inc. | 1,351 | $31.3 萬 | 0.10% | +335+33.0% | 加碼 |
| Colonial Trust Advisors | 1,356 | $31.4 萬 | 0.03% | −18−1.3% | 減碼 |
| Eagle Harbor Asset Management Inc | 1,356 | $31.4 萬 | 0.33% | 00.0% | 不變 |
| Houlihan Financial Resource Group, Ltd. | 1,357 | $31.4 萬 | 0.21% | 00.0% | 不變 |
| Ancora Advisors, LLC | 1,357 | $31.4 萬 | 0.01% | 00.0% | 不變 |
| Silver Oak Securities, Inc | 1,358 | $31.4 萬 | 0.05% | +209+18.2% | 加碼 |
| Mayfair Advisory Group, LLC | 1,323 | $31.6 萬 | 0.21% | −216−14.0% | 減碼 |
| Pacific Capital Wealth Advisors, Inc | 1,364 | $31.6 萬 | 0.06% | +79+6.1% | 加碼 |
| Legacy Private Trust Co. | 1,365 | $31.6 萬 | 0.02% | 00.0% | 不變 |
| Strategy Asset Managers LLC | 1,818 | $31.7 萬 | 0.07% | +160+9.7% | 加碼 |
| 17 Capital Partners, LLC | 1,368 | $31.7 萬 | 0.23% | −32−2.3% | 減碼 |
| Hamilton Capital, LLC | 1,369 | $31.7 萬 | 0.02% | −929−40.4% | 減碼 |
| CIC Wealth, LLC | 1,372 | $31.8 萬 | 0.09% | −146−9.6% | 減碼 |
| Drive Wealth Management, LLC | 1,374 | $31.8 萬 | 0.09% | +37+2.8% | 加碼 |
| M3 Advisory Group, LLC | 1,375 | $31.8 萬 | 0.26% | +438+46.7% | 加碼 |
| Capital International Sarl | 1,375 | $31.8 萬 | 0.01% | +1,375 | 新進 |
| Cooper Financial Group | 1,379 | $31.9 萬 | 0.05% | +1,379 | 新進 |
| Strait & Sound Wealth Management LLC | 1,382 | $32.0 萬 | 0.16% | −45−3.2% | 減碼 |
| Quantum Financial Advisors, LLC | 1,387 | $32.1 萬 | 0.06% | 00.0% | 不變 |
| Fountainhead AM, LLC | 1,394 | $32.3 萬 | 0.08% | +29+2.1% | 加碼 |
| Puzo Michael J | 1,400 | $32.4 萬 | 0.09% | −100−6.7% | 減碼 |
| EPG Wealth Management LLC | 0 | $32.4 萬 | 0.08% | −1,472−100.0% | 減碼 |
| Sonora Investment Management Group, LLC | 1,426 | $32.5 萬 | 0.03% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 1,405 | $32.5 萬 | 0.12% | +452+47.4% | 加碼 |
| Terra Nova Asset Management LLC | 1,409 | $32.6 萬 | 0.26% | +4+0.3% | 加碼 |
| Koss-Olinger Consulting, LLC | 1,414 | $32.7 萬 | 0.03% | +1,414 | 新進 |
| Consolidated Planning Corp | 1,413 | $32.7 萬 | 0.05% | 00.0% | 不變 |
| Patten Group, Inc. | 1,416 | $32.8 萬 | 0.08% | −724−33.8% | 減碼 |
| Paul Damon & Associates, Inc. | 1,416 | $32.8 萬 | 0.22% | +3+0.2% | 加碼 |
| Kowal Investment Group, LLC | 1,417 | $32.8 萬 | 0.07% | +164+13.1% | 加碼 |
| Garner Asset Management Corp | 1,421 | $32.9 萬 | 0.16% | +1+0.1% | 加碼 |
| Kimelman & Baird, LLC | 1,425 | $33.0 萬 | 0.03% | +1,425 | 新進 |
| Independent Solutions Wealth Management, LLC | 1,426 | $33.0 萬 | 0.08% | −241−14.5% | 減碼 |
| KLCM Advisors, Inc. | 1,428 | $33.1 萬 | 0.04% | 00.0% | 不變 |
| Lafayette Investments, Inc. | 1,428 | $33.1 萬 | 0.08% | −285−16.6% | 減碼 |
| Sovereign Financial Group, Inc. | 1,429 | $33.1 萬 | 0.08% | −58−3.9% | 減碼 |