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 |
|---|---|---|---|---|---|
| Insight Advisors, LLC | 6,384 | $147.8 萬 | 0.27% | −400−5.9% | 減碼 |
| S&CO Inc | 6,386 | $147.8 萬 | 0.10% | 00.0% | 不變 |
| Buckingham Strategic Partners | 6,373 | $147.6 萬 | 0.04% | +716+12.7% | 加碼 |
| Parisi Gray Wealth Management | 6,351 | $147.1 萬 | 0.53% | +46+0.7% | 加碼 |
| Daymark Wealth Partners, LLC | 100,931 | $146.8 萬 | 0.07% | +664+0.7% | 加碼 |
| Aurora Private Wealth, Inc. | 6,341 | $146.8 萬 | 1.29% | −21−0.3% | 減碼 |
| Abundance Wealth Counselors | 6,335 | $146.7 萬 | 0.68% | +190+3.1% | 加碼 |
| Stratos Wealth Advisors, LLC | 6,286 | $145.6 萬 | 0.07% | +3,588+133.0% | 加碼 |
| Venturi Wealth Management, LLC | 6,284 | $145.5 萬 | 0.09% | +270+4.5% | 加碼 |
| Diligent Investors, LLC | 6,246 | $144.6 萬 | 0.36% | −176−2.7% | 減碼 |
| Busey Wealth Management | 6,235 | $144.4 萬 | 0.05% | −435−6.5% | 減碼 |
| HTLF Bank | 6,208 | $143.7 萬 | 0.16% | +6+0.1% | 加碼 |
| Bank of Hawaii | 6,202 | $143.6 萬 | 0.07% | −805−11.5% | 減碼 |
| Washington Trust Advisors, Inc. | 6,182 | $143.1 萬 | 0.13% | −236−3.7% | 減碼 |
| Financial Counselors Inc | 6,129 | $141.9 萬 | 0.02% | +832+15.7% | 加碼 |
| Ascent Group, LLC | 6,121 | $141.7 萬 | 0.12% | +226+3.8% | 加碼 |
| Focus Financial Network, Inc. | 5,670 | $141.7 萬 | 0.06% | +687+13.8% | 加碼 |
| Panagora Asset Management Inc | 6,111 | $141.5 萬 | 0.01% | −1,995−24.6% | 減碼 |
| We Are One Seven, LLC | 6,103 | $141.3 萬 | 0.07% | −195−3.1% | 減碼 |
| Community Bank, N.A. | 6,047 | $140.0 萬 | 0.18% | −150−2.4% | 減碼 |
| Lee Danner & Bass Inc | 6,040 | $139.9 萬 | 0.11% | +6,040 | 新進 |
| Weil Company, Inc. | 6,035 | $139.7 萬 | 0.51% | 00.0% | 不變 |
| Ferguson Wellman Capital Management, Inc | 6,005 | $139.0 萬 | 0.03% | −10−0.2% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 5,991 | $138.7 萬 | 0.07% | +467+8.5% | 加碼 |
| Ameritas Investment Partners, Inc. | 5,980 | $138.5 萬 | 0.05% | −206−3.3% | 減碼 |
| Prospera Financial Services Inc | 5,962 | $138.2 萬 | 0.04% | +421+7.6% | 加碼 |
| Cambridge Financial Group, LLC | 5,966 | $138.1 萬 | 0.63% | +24+0.4% | 加碼 |
| YHB Investment Advisors, Inc. | 5,961 | $138.0 萬 | 0.12% | +20+0.3% | 加碼 |
| Ransom Advisory, Ltd | 5,946 | $137.7 萬 | 0.69% | 00.0% | 不變 |
| Twin Capital Management Inc | 5,945 | $137.7 萬 | 0.16% | 00.0% | 不變 |
| Westpac Banking Corp | 5,897 | $136.5 萬 | 0.11% | 00.0% | 不變 |
| Weik Capital Management | 5,878 | $136.1 萬 | 0.58% | −350−5.6% | 減碼 |
| Stokes Family Office, LLC | 5,867 | $135.8 萬 | 0.16% | +100+1.7% | 加碼 |
| AXS Investments LLC | 5,850 | $135.5 萬 | 0.38% | −785−11.8% | 減碼 |
| Cigna Investments Inc | 5,846 | $135.4 萬 | 0.25% | −313−5.1% | 減碼 |
| Fielder Capital Group LLC | 5,836 | $135.1 萬 | 0.52% | −117−2.0% | 減碼 |
| BayBridge Capital Group, LLC | 5,816 | $134.7 萬 | 1.05% | −39−0.7% | 減碼 |
| TrinityPoint Wealth, LLC | 5,813 | $134.6 萬 | 0.21% | +10+0.2% | 加碼 |
| Highline Wealth Partners LLC | 5,810 | $134.5 萬 | 0.51% | +5+0.1% | 加碼 |
| Interchange Capital Partners, LLC | 5,800 | $134.3 萬 | 0.49% | +4,342+297.8% | 加碼 |
| GTS Securities LLC | 5,742 | $133.0 萬 | 0.03% | −6,601−53.5% | 減碼 |
| J. W. Coons Advisors, LLC | 5,742 | $133.0 萬 | 0.32% | +200+3.6% | 加碼 |
| Ledyard National Bank | 5,733 | $132.7 萬 | 0.13% | −33−0.6% | 減碼 |
| Woodstock Corp | 5,724 | $132.5 萬 | 0.13% | −678−10.6% | 減碼 |
| Trust Point Inc. | 5,713 | $132.3 萬 | 0.11% | −491−7.9% | 減碼 |
| Stonebrook Private Inc. | 5,712 | $132.3 萬 | 0.38% | +55+1.0% | 加碼 |
| First Citizens Bank & Trust Co | 5,702 | $132.0 萬 | 0.02% | +69+1.2% | 加碼 |
| Aspiriant, LLC | 5,696 | $131.9 萬 | 0.05% | −634−10.0% | 減碼 |
| Strategic Investment Advisors | 5,678 | $131.5 萬 | 0.16% | −128−2.2% | 減碼 |
| Profit Investment Management, LLC | 5,677 | $131.5 萬 | 0.82% | 00.0% | 不變 |
| Journey Strategic Wealth LLC | 5,668 | $131.2 萬 | 0.06% | +1,109+24.3% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 5,667 | $131.2 萬 | 0.27% | +38+0.7% | 加碼 |
| Crestwood Advisors Group LLC | 5,657 | $131.0 萬 | 0.03% | −707−11.1% | 減碼 |
| Hall Capital Management Co Inc | 5,646 | $130.7 萬 | 0.62% | +151+2.7% | 加碼 |
| Private Trust Co NA | 5,645 | $130.7 萬 | 0.14% | −373−6.2% | 減碼 |
| Hohimer Wealth Management, LLC | 5,643 | $130.7 萬 | 0.30% | −46−0.8% | 減碼 |
| Lavaca Capital LLC | 5,626 | $130.3 萬 | 0.71% | +155+2.8% | 加碼 |
| Diversify Advisory Services, LLC | 5,475 | $130.2 萬 | 0.07% | −1,852−25.3% | 減碼 |
| Syon Capital LLC | 5,582 | $129.2 萬 | 0.12% | +37+0.7% | 加碼 |
| Northcape Wealth Management, LLC | 5,580 | $129.2 萬 | 0.47% | 00.0% | 不變 |
| Simmons Bank | 5,567 | $128.9 萬 | 0.10% | −999−15.2% | 減碼 |
| Grove Bank & Trust | 5,566 | $128.9 萬 | 0.21% | −1,059−16.0% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 5,562 | $128.8 萬 | 0.10% | −222−3.8% | 減碼 |
| Icon Advisers Inc | 5,500 | $128.6 萬 | 0.29% | 00.0% | 不變 |
| Crewe Advisors LLC | 5,544 | $128.4 萬 | 0.14% | −51−0.9% | 減碼 |
| Laurel Wealth Advisors LLC | 5,540 | $128.3 萬 | 0.22% | −120−2.1% | 減碼 |
| Flagship Harbor Advisors, LLC | 5,507 | $127.5 萬 | 0.08% | +259+4.9% | 加碼 |
| Geneos Wealth Management Inc. | 5,483 | $127.0 萬 | 0.06% | +3,262+146.9% | 加碼 |
| Wealthspire Advisors, LLC | 5,470 | $126.7 萬 | 0.02% | −325−5.6% | 減碼 |
| Lawson Kroeker Investment Management Inc | 5,458 | $126.4 萬 | 0.24% | +51+0.9% | 加碼 |
| Eagle Asset Management Inc | 5,398 | $126.2 萬 | 0.01% | +808+17.6% | 加碼 |
| Waldron Private Wealth LLC | 5,450 | $126.2 萬 | 0.06% | +184+3.5% | 加碼 |
| Carr Financial Group Corp | 5,447 | $126.1 萬 | 0.40% | +87+1.6% | 加碼 |
| GAMMA Investing LLC | 5,440 | $126.0 萬 | 0.17% | +1,278+30.7% | 加碼 |
| RNC Capital Management LLC | 5,428 | $125.7 萬 | 0.07% | −1,794−24.8% | 減碼 |
| MeadowBrook Investment Advisors LLC | 5,428 | $125.7 萬 | 1.19% | −90−1.6% | 減碼 |
| Magnus Financial Group LLC | 5,386 | $124.7 萬 | 0.14% | +52+1.0% | 加碼 |
| Edge Capital Group, LLC | 5,373 | $124.4 萬 | 0.06% | −109−2.0% | 減碼 |
| Level Four Advisory Services, LLC | 5,356 | $124.0 萬 | 0.06% | +3,168+144.8% | 加碼 |
| Mattson Financial Services, LLC | 5,316 | $123.1 萬 | 0.44% | +5,316 | 新進 |
| KRS Capital Management, LLC | 5,312 | $123.0 萬 | 0.92% | −52−1.0% | 減碼 |
| Laurion Capital Management LP | 5,310 | $123.0 萬 | 0.04% | +5,310 | 新進 |
| Ronald Blue Trust, Inc. | 5,395 | $122.8 萬 | 0.02% | +1,151+27.1% | 加碼 |
| Brighton Jones LLC | 5,301 | $122.8 萬 | 0.04% | +297+5.9% | 加碼 |
| CX Institutional | 5,288 | $122.4 萬 | 0.06% | +564+11.9% | 加碼 |
| Paloma Partners Management Co | 5,282 | $122.3 萬 | 0.11% | −6,826−56.4% | 減碼 |
| S.A. Mason LLC | 5,279 | $122.2 萬 | 0.70% | +121+2.3% | 加碼 |
| Highview Capital Management LLC | 5,277 | $122.2 萬 | 0.51% | +5,277 | 新進 |
| Gen-Wealth Partners Inc | 5,261 | $121.8 萬 | 0.59% | −203−3.7% | 減碼 |
| Convergence Investment Partners, LLC | 5,258 | $121.7 萬 | 0.36% | +3,949+301.7% | 加碼 |
| Ramirez Asset Management, Inc. | 5,229 | $121.1 萬 | 0.25% | 00.0% | 不變 |
| Mittelman Wealth Management | 5,229 | $121.1 萬 | 0.78% | −125−2.3% | 減碼 |
| Harbor Investment Advisory, LLC | 5,219 | $120.9 萬 | 0.13% | −30−0.6% | 減碼 |
| RB Capital Management, LLC | 5,216 | $120.8 萬 | 0.31% | +299+6.1% | 加碼 |
| Pecaut & Co. | 5,214 | $120.7 萬 | 0.46% | −126−2.4% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 5,201 | $120.4 萬 | 0.07% | +5,201 | 新進 |
| Factorial Partners, LLC | 5,200 | $120.4 萬 | 0.74% | 00.0% | 不變 |
| Cypress Wealth Services, LLC | 5,191 | $120.2 萬 | 0.27% | +30+0.6% | 加碼 |
| Vectors Research Management, LLC | 5,189 | $120.2 萬 | 0.37% | −100−1.9% | 減碼 |
| Old National Bancorp | 5,163 | $119.5 萬 | 0.03% | +49+1.0% | 加碼 |