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 |
|---|---|---|---|---|---|
| Amarillo National Bank | 4,156 | $96.2 萬 | 0.18% | −4,157−50.0% | 減碼 |
| Avantax Planning Partners, Inc. | 4,149 | $96.1 萬 | 0.03% | −239−5.4% | 減碼 |
| Essex Investment Management Co LLC | 4,148 | $96.0 萬 | 0.18% | −2,614−38.7% | 減碼 |
| SRN Advisors, LLC | 4,146 | $96.0 萬 | 0.80% | −2,390−36.6% | 減碼 |
| American National Bank | 4,128 | $95.6 萬 | 0.12% | +102+2.5% | 加碼 |
| WBH Advisory Inc | 4,116 | $95.3 萬 | 0.10% | +55+1.4% | 加碼 |
| Baldwin Investment Management, LLC | 4,110 | $95.2 萬 | 0.13% | 00.0% | 不變 |
| Paradigm Asset Management Co LLC | 4,100 | $94.9 萬 | 0.27% | +2,100+105.0% | 加碼 |
| Ellevest, Inc. | 4,097 | $94.9 萬 | 0.06% | +21+0.5% | 加碼 |
| Evermay Wealth Management LLC | 4,041 | $93.6 萬 | 0.15% | 00.0% | 不變 |
| Morse Asset Management, Inc | 4,040 | $93.5 萬 | 0.23% | 00.0% | 不變 |
| Householder Group Estate & Retirement Specialist, LLC | 4,031 | $93.3 萬 | 0.26% | −91−2.2% | 減碼 |
| Boston Financial Mangement LLC | 4,028 | $93.3 萬 | 0.03% | −205−4.8% | 減碼 |
| Ipswich Investment Management Co., Inc. | 4,026 | $93.2 萬 | 0.22% | −10−0.2% | 減碼 |
| Capital Analysts, LLC | 4,024 | $93.2 萬 | 0.04% | +162+4.2% | 加碼 |
| Alhambra Investment Partners LLC | 4,015 | $93.0 萬 | 0.51% | −150−3.6% | 減碼 |
| Clarius Group, LLC | 4,011 | $92.9 萬 | 0.07% | −229−5.4% | 減碼 |
| Petrus Trust Company, LTA | 4,008 | $92.8 萬 | 0.09% | +4,008 | 新進 |
| Evanson Asset Management, LLC | 3,988 | $92.3 萬 | 0.07% | +2+0.1% | 加碼 |
| Centerpoint Advisors, LLC | 3,970 | $91.9 萬 | 0.33% | −17−0.4% | 減碼 |
| Modern Wealth Management, LLC | 3,968 | $91.9 萬 | 0.07% | +75+1.9% | 加碼 |
| Mayflower Financial Advisors, LLC | 3,949 | $91.4 萬 | 0.15% | +132+3.5% | 加碼 |
| West Coast Financial LLC | 3,949 | $91.4 萬 | 0.11% | +24+0.6% | 加碼 |
| Colonial Trust Co | 3,926 | $90.9 萬 | 0.16% | −9,116−69.9% | 減碼 |
| Private Ocean, LLC | 3,921 | $90.8 萬 | 0.08% | −32−0.8% | 減碼 |
| First Western Trust Bank | 3,921 | $90.8 萬 | 0.04% | 00.0% | 不變 |
| Culbertson A N & Co Inc | 3,913 | $90.6 萬 | 0.16% | 00.0% | 不變 |
| Alexander Randolph Advisory, Inc. | 3,912 | $90.6 萬 | 0.85% | −28−0.7% | 減碼 |
| Jefferies Financial Group Inc. | 3,900 | $90.3 萬 | 0.02% | −8,000−67.2% | 減碼 |
| BigSur Wealth Management LLC | 3,900 | $90.3 萬 | 0.28% | 00.0% | 不變 |
| Next Level Private LLC | 3,894 | $90.2 萬 | 0.41% | +5+0.1% | 加碼 |
| Sanders Morris Harris LLC | 3,892 | $90.1 萬 | 0.15% | 00.0% | 不變 |
| Quest Partners LLC | 3,891 | $90.1 萬 | 0.12% | +3,891 | 新進 |
| United Community Bank | 3,863 | $89.4 萬 | 0.36% | +3,863 | 新進 |
| Sunflower Bank, N.A. | 3,857 | $89.3 萬 | 0.21% | +67+1.8% | 加碼 |
| MTM Investment Management, LLC | 3,822 | $88.5 萬 | 0.36% | −6−0.2% | 減碼 |
| Fidelis Capital Partners, LLC | 3,867 | $88.5 萬 | 0.13% | −193−4.8% | 減碼 |
| EverSource Wealth Advisors, LLC | 3,481 | $88.1 萬 | 0.06% | +590+20.4% | 加碼 |
| Bridges Investment Management Inc | 3,804 | $88.1 萬 | 0.01% | +2,604+217.0% | 加碼 |
| LGT Fund Management Co Ltd. | 3,800 | $88.0 萬 | 0.11% | +1,200+46.2% | 加碼 |
| Spire Wealth Management | 3,793 | $87.8 萬 | 0.03% | −522−12.1% | 減碼 |
| Platform Technology Partners | 3,792 | $87.8 萬 | 0.30% | +3,792 | 新進 |
| Graypoint LLC | 3,779 | $87.5 萬 | 0.06% | +822+27.8% | 加碼 |
| Gratus Wealth Advisors, LLC | 3,596 | $87.2 萬 | 0.15% | +116+3.3% | 加碼 |
| Symmetry Partners, LLC | 3,718 | $86.1 萬 | 0.04% | −540−12.7% | 減碼 |
| Two Sigma Advisers, LP | 3,700 | $85.7 萬 | 0.00% | −7,500−67.0% | 減碼 |
| Aaron Wealth Advisors | 3,693 | $85.5 萬 | 0.12% | +426+13.0% | 加碼 |
| Aries Wealth Management | 3,689 | $85.4 萬 | 0.27% | +75+2.1% | 加碼 |
| Oxbow Advisors, LLC | 3,678 | $85.2 萬 | 0.10% | −675−15.5% | 減碼 |
| Breakwater Capital Group | 3,678 | $85.2 萬 | 0.19% | −30−0.8% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 3,662 | $84.8 萬 | 0.13% | 00.0% | 不變 |
| CFO4Life Group, LLC | 3,654 | $84.6 萬 | 0.16% | +3,654 | 新進 |
| Strategic Advisors LLC | 3,652 | $84.6 萬 | 0.16% | −907−19.9% | 減碼 |
| Accredited Investors Inc. | 3,653 | $84.6 萬 | 0.05% | −175−4.6% | 減碼 |
| Lazari Capital Management, Inc. | 3,643 | $84.4 萬 | 0.38% | +113+3.2% | 加碼 |
| Axxcess Wealth Management, LLC | 3,626 | $84.0 萬 | 0.02% | −5,186−58.9% | 減碼 |
| Saybrook Capital | 3,600 | $83.4 萬 | 0.24% | 00.0% | 不變 |
| Ecofi Investissements SA | 3,800 | $83.3 萬 | 0.46% | +3,800 | 新進 |
| Philadelphia Trust Co | 3,595 | $83.2 萬 | 0.06% | +238+7.1% | 加碼 |
| Oak Asset Management, LLC | 3,580 | $82.9 萬 | 0.30% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 3,615 | $82.6 萬 | 0.14% | +727+25.2% | 加碼 |
| Virtus ETF Advisers LLC | 3,560 | $82.4 萬 | 0.40% | −521−12.8% | 減碼 |
| Olistico Wealth, LLC | 3,552 | $82.2 萬 | 0.52% | +407+12.9% | 加碼 |
| Wesbanco Bank Inc | 3,551 | $82.2 萬 | 0.03% | −8−0.2% | 減碼 |
| BSW Wealth Partners | 3,551 | $82.2 萬 | 0.13% | −5−0.1% | 減碼 |
| Alerus Financial NA | 3,550 | $82.2 萬 | 0.06% | 00.0% | 不變 |
| Doliver Advisors, LP | 3,537 | $81.9 萬 | 0.23% | +788+28.7% | 加碼 |
| Cornerstone Wealth Management, LLC | 3,536 | $81.9 萬 | 0.06% | −23−0.6% | 減碼 |
| Hills Bank & Trust Co | 3,524 | $81.6 萬 | 0.07% | −4−0.1% | 減碼 |
| Linscomb & Williams, Inc. | 3,510 | $81.3 萬 | 0.04% | 00.0% | 不變 |
| Parkside Investments, LLC | 3,500 | $81.0 萬 | 0.13% | +3,500 | 新進 |
| Cable Hill Partners, LLC | 3,481 | $80.6 萬 | 0.09% | +3,481 | 新進 |
| Cornerstone Wealth Group, LLC | 3,478 | $80.5 萬 | 0.07% | +131+3.9% | 加碼 |
| Sendero Wealth Management, LLC | 3,462 | $80.2 萬 | 0.13% | −13,286−79.3% | 減碼 |
| LVW Advisors, LLC | 3,452 | $79.9 萬 | 0.12% | −32−0.9% | 減碼 |
| Sage Mountain Advisors LLC | 3,436 | $79.5 萬 | 0.07% | +746+27.7% | 加碼 |
| MidWestOne Financial Group, Inc. | 3,431 | $79.4 萬 | 0.14% | +27+0.8% | 加碼 |
| Navellier & Associates Inc | 3,426 | $79.3 萬 | 0.09% | −100−2.8% | 減碼 |
| Resolute Wealth Strategies, LLC | 3,426 | $79.3 萬 | 0.46% | +4+0.1% | 加碼 |
| Richwood Investment Advisors, LLC | 3,411 | $79.0 萬 | 0.69% | +10.0% | 加碼 |
| Knightsbridge Asset Management, LLC | 3,392 | $78.5 萬 | 0.19% | −107−3.1% | 減碼 |
| Tanager Wealth Management LLP | 3,386 | $78.4 萬 | 0.12% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 3,384 | $78.4 萬 | 0.07% | +28+0.8% | 加碼 |
| Leo Wealth, LLC | 3,360 | $78.2 萬 | 0.08% | +1,141+51.4% | 加碼 |
| Quadrant Private Wealth Management, LLC | 3,376 | $78.2 萬 | 0.18% | +557+19.8% | 加碼 |
| Defined Wealth Management, LLC | 3,359 | $77.8 萬 | 0.54% | +12+0.4% | 加碼 |
| US Asset Management LLC | 3,344 | $77.4 萬 | 0.70% | −112−3.2% | 減碼 |
| Cetera Trust Company, N.A | 3,335 | $77.2 萬 | 0.48% | −100−2.9% | 減碼 |
| Bell Bank | 3,327 | $77.0 萬 | 0.06% | 00.0% | 不變 |
| LGL Partners, LLC | 3,326 | $77.0 萬 | 0.11% | −327−9.0% | 減碼 |
| Atlanta Consulting Group Advisors, LLC | 3,318 | $76.8 萬 | 0.17% | 00.0% | 不變 |
| Aspen Investment Management Inc | 3,315 | $76.8 萬 | 0.38% | −40−1.2% | 減碼 |
| Geller Advisors LLC | 3,308 | $76.6 萬 | 0.06% | −10.0% | 減碼 |
| Strategic Advocates LLC | 3,299 | $76.4 萬 | 0.30% | −2,201−40.0% | 減碼 |
| Kestra Investment Management, LLC | 3,282 | $76.0 萬 | 0.05% | +3,282 | 新進 |
| Burford Brothers, Inc. | 3,281 | $76.0 萬 | 0.44% | +441+15.5% | 加碼 |
| Sigma Investment Counselors Inc | 3,273 | $75.8 萬 | 0.05% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 3,264 | $75.6 萬 | 0.08% | −87−2.6% | 減碼 |
| Hartford Financial Management Inc. | 3,258 | $75.4 萬 | 0.16% | −30−0.9% | 減碼 |
| Somerville Kurt F | 3,250 | $75.3 萬 | 0.13% | −35−1.1% | 減碼 |