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 |
|---|---|---|---|---|---|
| Joel Isaacson & Co., LLC | 10,099 | $233.8 萬 | 0.12% | +408+4.2% | 加碼 |
| GFG Capital, LLC | 10,098 | $233.8 萬 | 0.64% | +294+3.0% | 加碼 |
| Cunning Capital Partners, LP | 10,070 | $233.2 萬 | 1.33% | 00.0% | 不變 |
| Bailard, Inc. | 10,044 | $232.6 萬 | 0.06% | +50.0% | 加碼 |
| NTV Asset Management LLC | 10,040 | $232.5 萬 | 0.33% | +100+1.0% | 加碼 |
| Empower Advisory Group, LLC | 9,984 | $231.2 萬 | 0.01% | −1,174−10.5% | 減碼 |
| Bigelow Investment Advisors, LLC | 9,980 | $231.1 萬 | 1.10% | −51−0.5% | 減碼 |
| Union Heritage Capital, LLC | 9,968 | $230.8 萬 | 0.91% | 00.0% | 不變 |
| Wedmont Private Capital | 9,671 | $230.8 萬 | 0.15% | +361+3.9% | 加碼 |
| Plimoth Trust Co LLC | 9,931 | $230.0 萬 | 0.61% | −152−1.5% | 減碼 |
| Doheny Asset Management | 9,870 | $228.5 萬 | 1.63% | −30.0% | 減碼 |
| Wolf Group Capital Advisors | 9,868 | $228.5 萬 | 0.90% | −1,291−11.6% | 減碼 |
| Rockland Trust Co | 9,851 | $228.1 萬 | 0.12% | −77−0.8% | 減碼 |
| Xcel Wealth Management, LLC | 9,823 | $227.5 萬 | 0.71% | −400−3.9% | 減碼 |
| Financial Security Advisor, Inc. | 9,809 | $227.1 萬 | 0.76% | −27−0.3% | 減碼 |
| Inlet Private Wealth, LLC | 9,751 | $225.8 萬 | 0.62% | +96+1.0% | 加碼 |
| Americana Partners, LLC | 9,730 | $225.3 萬 | 0.18% | −29−0.3% | 減碼 |
| Wolverine Asset Management LLC | 9,721 | $225.1 萬 | 0.04% | −698−6.7% | 減碼 |
| Trustco Bank Corp N Y | 9,694 | $224.5 萬 | 2.39% | +300+3.2% | 加碼 |
| L2 Asset Management, LLC | 9,656 | $223.6 萬 | 0.67% | +2,752+39.9% | 加碼 |
| Knuff & Co LLC | 9,650 | $223.4 萬 | 0.73% | 00.0% | 不變 |
| Hamilton Capital Partners Inc. | 9,639 | $223.2 萬 | 0.24% | +1,256+15.0% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 9,611 | $222.5 萬 | 0.26% | −100−1.0% | 減碼 |
| Penobscot Investment Management Company, Inc. | 9,609 | $222.5 萬 | 0.21% | 00.0% | 不變 |
| KWB Wealth | 9,745 | $221.9 萬 | 0.31% | −93−0.9% | 減碼 |
| EFG Asset Management (North America) Corp. | 9,544 | $221.1 萬 | 0.38% | +1,464+18.1% | 加碼 |
| Qtron Investments LLC | 9,546 | $221.0 萬 | 0.32% | +158+1.7% | 加碼 |
| DoubleLine ETF Adviser LP | 9,536 | $220.8 萬 | 0.58% | −441−4.4% | 減碼 |
| Wolff Wiese Magana LLC | 9,523 | $220.5 萬 | 1.75% | +8,658+1,000.9% | 加碼 |
| Entropy Technologies, LP | 9,484 | $219.6 萬 | 0.24% | −2,708−22.2% | 減碼 |
| AlTi Global, Inc. | 9,424 | $218.2 萬 | 0.06% | +6,005+175.6% | 加碼 |
| Institute for Wealth Management, LLC. | 9,401 | $217.7 萬 | 0.29% | −28−0.3% | 減碼 |
| Bridgeway Capital Management, LLC | 9,400 | $217.7 萬 | 0.05% | 00.0% | 不變 |
| Carl P. Sherr & Co., LLC | 9,399 | $217.6 萬 | 1.21% | +10.0% | 加碼 |
| Stock Yards Bank & Trust Co | 9,373 | $217.0 萬 | 0.07% | −390−4.0% | 減碼 |
| Perpetual Ltd | 9,366 | $216.9 萬 | 0.02% | +7,922+548.6% | 加碼 |
| Applied Capital LLC | 9,331 | $216.1 萬 | 1.89% | +82+0.9% | 加碼 |
| Beacon Investment Advisors LLC | 9,328 | $216.0 萬 | 1.10% | 00.0% | 不變 |
| Wintrust Investments LLC | 9,270 | $214.6 萬 | 0.17% | −335−3.5% | 減碼 |
| First National Trust Co | 9,244 | $214.0 萬 | 0.09% | −75−0.8% | 減碼 |
| TAGStone Capital, Inc. | 9,243 | $214.0 萬 | 1.21% | +26+0.3% | 加碼 |
| Retireful, LLC | 9,229 | $213.7 萬 | 1.01% | +1,814+24.5% | 加碼 |
| Moors & Cabot, Inc. | 9,195 | $212.9 萬 | 0.11% | +5+0.1% | 加碼 |
| Hartford Funds Management Co LLC | 9,184 | $212.7 萬 | 0.20% | +766+9.1% | 加碼 |
| Evergreen Capital Management LLC | 9,137 | $211.6 萬 | 0.08% | +140+1.6% | 加碼 |
| Linden Thomas Advisory Services, LLC | 9,111 | $211.0 萬 | 0.33% | +1,545+20.4% | 加碼 |
| Invst, LLC | 9,021 | $210.9 萬 | 0.23% | +313+3.6% | 加碼 |
| Pinnacle Holdings, LLC | 9,106 | $210.8 萬 | 0.86% | −245−2.6% | 減碼 |
| Northern Financial Advisors Inc | 9,099 | $210.7 萬 | 1.69% | −126−1.4% | 減碼 |
| Moneta Group Investment Advisors LLC | 9,076 | $210.2 萬 | 0.03% | +399+4.6% | 加碼 |
| Provenance Wealth Advisors, LLC | 9,072 | $210.1 萬 | 0.29% | −60−0.7% | 減碼 |
| Woodmont Investment Counsel LLC | 9,071 | $210.0 萬 | 0.17% | +40.0% | 加碼 |
| Mengis Capital Management, Inc. | 9,070 | $210.0 萬 | 0.43% | −736−7.5% | 減碼 |
| Pitcairn Co | 9,067 | $209.9 萬 | 0.13% | +447+5.2% | 加碼 |
| Hyman Charles D | 9,043 | $209.4 萬 | 0.12% | +45+0.5% | 加碼 |
| Csenge Advisory Group | 8,967 | $207.6 萬 | 0.12% | +26+0.3% | 加碼 |
| Lowe Brockenbrough & Co Inc | 8,963 | $207.5 萬 | 0.14% | −200−2.2% | 減碼 |
| Eqis Capital Management, Inc. | 8,948 | $207.2 萬 | 0.17% | −847−8.6% | 減碼 |
| Beverly Hills Private Wealth, LLC | 8,927 | $206.7 萬 | 0.45% | −509−5.4% | 減碼 |
| HBK Sorce Advisory LLC | 8,911 | $206.3 萬 | 0.07% | −86−1.0% | 減碼 |
| Anchor Investment Management, LLC | 8,902 | $206.1 萬 | 0.21% | +1,232+16.1% | 加碼 |
| FineMark National Bank & Trust | 8,899 | $206.1 萬 | 0.08% | +575+6.9% | 加碼 |
| Argus Investors' Counsel, Inc. | 8,883 | $205.7 萬 | 1.26% | −1,199−11.9% | 減碼 |
| Donoghue Forlines LLC | 8,874 | $205.5 萬 | 0.58% | +5,995+208.2% | 加碼 |
| Coastal Bridge Advisors, LLC | 8,874 | $205.5 萬 | 0.51% | +25+0.3% | 加碼 |
| Lake Street Advisors Group, LLC | 8,864 | $205.3 萬 | 0.10% | −17−0.2% | 減碼 |
| Benjamin Edwards Inc | 8,832 | $204.5 萬 | 0.39% | −1,260−12.5% | 減碼 |
| RFG Advisory, LLC | 8,823 | $204.3 萬 | 0.07% | −292−3.2% | 減碼 |
| Pinnacle Wealth Management, LLC | 8,782 | $203.3 萬 | 2.54% | +301+3.5% | 加碼 |
| Signature Wealth Management Group | 8,763 | $202.9 萬 | 0.89% | −224−2.5% | 減碼 |
| PKO Investment Management Joint-Stock Co | 8,753 | $202.7 萬 | 0.25% | 00.0% | 不變 |
| Mather Group, LLC. | 8,893 | $202.5 萬 | 0.02% | +3,443+63.2% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 8,740 | $202.4 萬 | 1.39% | −3,628−29.3% | 減碼 |
| Beaumont Financial Advisors, LLC | 8,737 | $202.3 萬 | 0.16% | −49−0.6% | 減碼 |
| Argent Advisors, Inc. | 8,678 | $200.9 萬 | 0.80% | −293−3.3% | 減碼 |
| Massmutual Trust Co FSB | 8,675 | $200.9 萬 | 0.06% | +334+4.0% | 加碼 |
| Parkside Financial Bank & Trust | 8,667 | $200.7 萬 | 0.31% | +102+1.2% | 加碼 |
| Rothschild Investment LLC | 8,627 | $199.8 萬 | 0.14% | +200+2.4% | 加碼 |
| Berkshire Asset Management LLC | 8,622 | $199.6 萬 | 0.10% | −52−0.6% | 減碼 |
| IFG Advisory, LLC | 8,616 | $199.5 萬 | 0.13% | +8,616 | 新進 |
| Howard Capital Management Group, LLC | 8,615 | $199.5 萬 | 0.15% | 00.0% | 不變 |
| Walter & Keenan Financial Consulting Co | 8,582 | $198.7 萬 | 0.63% | 00.0% | 不變 |
| Fiduciary Family Office, LLC | 8,554 | $198.1 萬 | 0.78% | −292−3.3% | 減碼 |
| Bank of New Hampshire | 8,552 | $198.0 萬 | 0.51% | +527+6.6% | 加碼 |
| iA Global Asset Management Inc. | 8,538 | $197.7 萬 | 0.04% | −2,133−20.0% | 減碼 |
| Investors Asset Management of Georgia Inc | 8,529 | $197.5 萬 | 0.96% | +10.0% | 加碼 |
| Sargent Investment Group, LLC | 8,504 | $196.9 萬 | 0.40% | +2,915+52.2% | 加碼 |
| Ingalls & Snyder LLC | 8,480 | $196.4 萬 | 0.08% | −40−0.5% | 減碼 |
| Sirios Capital Management L P | 8,462 | $195.9 萬 | 0.34% | +626+8.0% | 加碼 |
| Berkshire Bank | 8,456 | $195.8 萬 | 0.49% | −734−8.0% | 減碼 |
| Principle Wealth Partners LLC | 8,381 | $194.1 萬 | 0.15% | 00.0% | 不變 |
| Zhang Financial LLC | 8,349 | $193.3 萬 | 0.14% | +1,116+15.4% | 加碼 |
| Signet Investment Advisory Group, Inc. | 8,346 | $193.3 萬 | 1.04% | −15−0.2% | 減碼 |
| TKG Advisors, LLC | 8,337 | $193.0 萬 | 1.05% | +8,337 | 新進 |
| Oliver Lagore Vanvalin Investment Group | 8,244 | $190.9 萬 | 0.55% | +7,885+2,196.4% | 加碼 |
| Davis Investment Partners, LLC | 7,969 | $190.2 萬 | 0.78% | +1,042+15.0% | 加碼 |
| Hardy Reed LLC | 8,199 | $189.8 萬 | 0.19% | +8,199 | 新進 |
| Horizon Investment Services, LLC | 8,171 | $189.2 萬 | 0.89% | +8,171 | 新進 |
| Lazard Freres Gestion S.A.S. | 8,235 | $189.1 萬 | 0.04% | 00.0% | 不變 |
| Taylor Frigon Capital Management LLC | 8,163 | $189.0 萬 | 0.90% | −364−4.3% | 減碼 |