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 3,021 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
- 2,348
- 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 829 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 | 3,021 | $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 | 2,348 | $1,398 億 |
| 2024 年第 1 季 | 2,315 | $1,395 億 |
| 2023 年第 4 季 | 2,191 | $1,145 億 |
| 2023 年第 3 季 | 2,002 | $913.0 億 |
| 2023 年第 2 季 | 2,047 | $1,079 億 |
| 2023 年第 1 季 | 2,055 | $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 |
|---|---|---|---|---|---|
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,306 | $30.2 萬 | 0.18% | 00.0% | 不變 |
| Alpha Family Trust | 1,305 | $30.2 萬 | 0.18% | 00.0% | 不變 |
| Hall Laurie J Trustee | 1,304 | $30.2 萬 | 0.11% | 00.0% | 不變 |
| Certified Advisory Corp | 1,303 | $30.2 萬 | 0.04% | +50+4.0% | 加碼 |
| 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 |
| FDx Advisors, Inc. | 1,302 | $30.1 萬 | 0.08% | −1,125−46.4% | 減碼 |
| Arden Trust Co | 1,297 | $30.0 萬 | 0.04% | −88−6.4% | 減碼 |
| Valmark Advisers, Inc. | 1,297 | $30.0 萬 | 0.01% | +120+10.2% | 加碼 |
| Austin Wealth Management, LLC | 1,245 | $29.7 萬 | 0.07% | +5+0.4% | 加碼 |
| Revolve Wealth Partners, LLC | 1,282 | $29.7 萬 | 0.05% | −22−1.7% | 減碼 |
| North Star Asset Management Inc | 1,279 | $29.6 萬 | 0.01% | 00.0% | 不變 |
| One Wealth Advisors, LLC | 1,245 | $29.6 萬 | 0.06% | −12−1.0% | 減碼 |
| 4J Wealth Management LLC | 1,278 | $29.6 萬 | 0.24% | 00.0% | 不變 |
| Stockman Wealth Management, Inc. | 1,276 | $29.5 萬 | 0.05% | 00.0% | 不變 |
| Brandywine Oak Private Wealth LLC | 1,274 | $29.5 萬 | 0.03% | −18−1.4% | 減碼 |
| Southeast Asset Advisors Inc. | 1,270 | $29.4 萬 | 0.04% | +2+0.2% | 加碼 |
| 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 |
| ETF Portfolio Partners, Inc. | 1,269 | $29.4 萬 | 0.09% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 1,266 | $29.3 萬 | 0.04% | +219+20.9% | 加碼 |
| Manchester Financial Inc | 1,264 | $29.3 萬 | 0.07% | +1,264 | 新進 |
| Sandy Cove Advisors, LLC | 1,262 | $29.2 萬 | 0.13% | +9+0.7% | 加碼 |
| IPG Investment Advisors LLC | 1,252 | $29.0 萬 | 0.06% | +22+1.8% | 加碼 |
| E&G Advisors, LP | 1,250 | $29.0 萬 | 0.09% | −100−7.4% | 減碼 |
| Tanglewood Legacy Advisors, LLC | 1,247 | $28.9 萬 | 0.14% | 00.0% | 不變 |
| Alera Investment Advisors, LLC | 1,246 | $28.9 萬 | 0.03% | +1,246 | 新進 |
| City State Bank | 1,245 | $28.8 萬 | 0.12% | 00.0% | 不變 |
| Edgestream Partners, L.P. | 1,243 | $28.8 萬 | 0.01% | −14,074−91.9% | 減碼 |
| Blue Square Asset Management, LLC | 1,240 | $28.7 萬 | 0.17% | 00.0% | 不變 |
| KG&L Capital Management,LLC | 1,240 | $28.7 萬 | 0.10% | +1,240 | 新進 |
| Maia Wealth LLC | 1,173 | $28.6 萬 | 0.09% | +1,173 | 新進 |
| Hoxton Planning & Management, LLC | 1,234 | $28.6 萬 | 0.13% | +5+0.4% | 加碼 |
| Northwest Wealth Management, LLC | 1,233 | $28.6 萬 | 0.07% | +7+0.6% | 加碼 |
| Kapstone Financial Advisors LLC | 1,227 | $28.4 萬 | 0.19% | −78−6.0% | 減碼 |
| Gryphon Financial Partners LLC | 1,224 | $28.4 萬 | 0.04% | +135+12.4% | 加碼 |
| Centaurus Financial, Inc. | 1,221 | $28.3 萬 | 0.02% | +1+0.1% | 加碼 |
| Heartwood Wealth Advisors LLC | 1,221 | $28.3 萬 | 0.03% | 00.0% | 不變 |
| 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 |
| Wealth Management Partners, LLC | 1,220 | $28.2 萬 | 0.14% | +1+0.1% | 加碼 |
| Middleton & Co Inc | 1,219 | $28.2 萬 | 0.03% | −50−3.9% | 減碼 |
| Firestone Capital Management | 1,215 | $28.1 萬 | 0.08% | 00.0% | 不變 |
| Y.D. More Investments Ltd | 1,216 | $28.1 萬 | 0.03% | +376+44.8% | 加碼 |
| Key Financial Inc | 1,213 | $28.1 萬 | 0.07% | 00.0% | 不變 |
| Moss Adams Wealth Advisors LLC | 1,211 | $28.1 萬 | 0.04% | +265+28.0% | 加碼 |
| State of Wyoming | 1,204 | $27.9 萬 | 0.05% | −94−7.2% | 減碼 |
| Capital Market Strategies LLC | 1,202 | $27.8 萬 | 0.18% | +91+8.2% | 加碼 |
| Omega Financial Group, LLC | 1,200 | $27.8 萬 | 0.11% | 00.0% | 不變 |
| Merriman Wealth Management, LLC | 1,192 | $27.6 萬 | 0.01% | −43−3.5% | 減碼 |
| Godsey & Gibb Associates | 1,186 | $27.5 萬 | 0.03% | −151−11.3% | 減碼 |
| Family Firm, Inc. | 1,182 | $27.4 萬 | 0.06% | +3+0.3% | 加碼 |
| Encompass Wealth Advisors, LLC | 1,180 | $27.3 萬 | 0.07% | +10+0.9% | 加碼 |
| Montgomery Investment Management Inc | 1,175 | $27.2 萬 | 0.11% | 00.0% | 不變 |
| Baron Silver Stevens Financial Advisors, LLC | 1,174 | $27.2 萬 | 0.05% | −133−10.2% | 減碼 |
| Alliance Wealth Advisors, LLC | 1,173 | $27.2 萬 | 0.08% | +29+2.5% | 加碼 |
| Virtue Capital Management, LLC | 1,094 | $27.1 萬 | 0.05% | −210−16.1% | 減碼 |
| Humankind Investments LLC | 1,168 | $27.0 萬 | 0.07% | −56−4.6% | 減碼 |
| Private Capital Management LLC | 1,167 | $27.0 萬 | 0.05% | +13+1.1% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 1,167 | $27.0 萬 | 0.07% | −95−7.5% | 減碼 |
| Monticello Wealth Management, LLC | 1,166 | $27.0 萬 | 0.03% | 00.0% | 不變 |
| Silvia McColl Wealth Management, LLC | 1,165 | $27.0 萬 | 0.22% | 00.0% | 不變 |
| One Day In July LLC | 1,164 | $27.0 萬 | 0.03% | +46+4.1% | 加碼 |
| Burton Enright Welch | 1,162 | $26.9 萬 | 0.06% | −106−8.4% | 減碼 |
| James J. Burns & Company, LLC | 1,159 | $26.8 萬 | 0.05% | +1,159 | 新進 |
| DF Dent & Co Inc | 1,155 | $26.7 萬 | 0.00% | 00.0% | 不變 |
| FLC Capital Advisors | 1,155 | $26.7 萬 | 0.07% | 00.0% | 不變 |
| Regent Peak Wealth Advisors LLC | 1,154 | $26.7 萬 | 0.07% | +4+0.3% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 1,151 | $26.7 萬 | 0.08% | +27+2.4% | 加碼 |
| True North Advisors, LLC | 1,150 | $26.6 萬 | 0.07% | 00.0% | 不變 |
| Tortoise Investment Management, LLC | 1,149 | $26.6 萬 | 0.03% | 00.0% | 不變 |
| Weybosset Research & Management LLC | 1,150 | $26.6 萬 | 0.10% | 00.0% | 不變 |
| CVA Family Office, LLC | 1,147 | $26.6 萬 | 0.05% | +14+1.2% | 加碼 |
| Everpar Advisors LLC | 1,147 | $26.6 萬 | 0.13% | +137+13.6% | 加碼 |
| Mendel Capital Management LLC | 1,141 | $26.4 萬 | 0.17% | +3+0.3% | 加碼 |
| Voya Financial Advisors, Inc. | 1,155 | $26.4 萬 | 0.03% | +32+2.8% | 加碼 |
| Balentine LLC | 1,138 | $26.4 萬 | 0.01% | −5,769−83.5% | 減碼 |
| Buckley Wealth Management, LLC | 1,137 | $26.3 萬 | 0.08% | −14−1.2% | 減碼 |
| Clifford Group, LLC | 1,136 | $26.3 萬 | 0.21% | 00.0% | 不變 |
| West Family Investments, Inc. | 1,133 | $26.2 萬 | 0.08% | −2−0.2% | 減碼 |
| Pathway Financial Advisers, LLC | 1,139 | $26.2 萬 | 0.09% | +139+13.9% | 加碼 |
| Hudock, Inc. | 1,131 | $26.2 萬 | 0.05% | 00.0% | 不變 |
| Kathmere Capital Management, LLC | 1,129 | $26.1 萬 | 0.03% | +67+6.3% | 加碼 |
| Rosenberg Matthew Hamilton | 1,116 | $26.1 萬 | 0.08% | 00.0% | 不變 |
| Breed's Hill Capital LLC | 1,123 | $26.0 萬 | 0.23% | 00.0% | 不變 |
| Novare Capital Management LLC | 1,122 | $26.0 萬 | 0.02% | −55−4.7% | 減碼 |
| Money Concepts Capital Corp | 1,116 | $25.8 萬 | 0.02% | −45−3.9% | 減碼 |
| Camden Capital, LLC | 1,113 | $25.8 萬 | 0.02% | −893−44.5% | 減碼 |
| Capital Wealth Planning, LLC | 1,112 | $25.7 萬 | 0.00% | +43+4.0% | 加碼 |
| Global Financial Private Client, LLC | 1,111 | $25.7 萬 | 0.11% | −21−1.9% | 減碼 |
| Patton Albertson Miller Group, LLC | 1,111 | $25.7 萬 | 0.04% | +230+26.1% | 加碼 |
| Fenimore Asset Management Inc | 1,105 | $25.6 萬 | 0.01% | 00.0% | 不變 |
| Ehrlich Financial Group | 1,102 | $25.5 萬 | 0.20% | +24+2.2% | 加碼 |
| Catalyst Funds Management Pty Ltd | 1,100 | $25.5 萬 | 0.07% | −8,000−87.9% | 減碼 |
| Reinhart Partners, Inc. | 1,100 | $25.5 萬 | 0.01% | 00.0% | 不變 |
| Howard Financial Services, Ltd. | 1,100 | $25.5 萬 | 0.04% | +15+1.4% | 加碼 |
| Cottonwood Capital Advisors, LLC | 1,071 | $25.5 萬 | 0.20% | −152−12.4% | 減碼 |
| Truvestments Capital LLC | 1,095 | $25.4 萬 | 0.10% | +1+0.1% | 加碼 |
| Vista Investment Management | 1,092 | $25.3 萬 | 0.10% | +49+4.7% | 加碼 |