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 |
|---|---|---|---|---|---|
| Ballentine Partners, LLC | 17,871 | $413.8 萬 | 0.08% | +711+4.1% | 加碼 |
| Integrated Wealth Concepts LLC | 17,858 | $413.5 萬 | 0.06% | +739+4.3% | 加碼 |
| Univest Financial Corp | 17,835 | $413.0 萬 | 1.15% | −1,042−5.5% | 減碼 |
| Richard Bernstein Advisors LLC | 17,834 | $412.9 萬 | 0.09% | 00.0% | 不變 |
| Jag Capital Management, LLC | 17,826 | $412.8 萬 | 0.57% | −44−0.2% | 減碼 |
| Park National Corp | 17,783 | $411.8 萬 | 0.15% | −466−2.6% | 減碼 |
| WP Advisors, LLC | 17,728 | $410.5 萬 | 1.31% | −256−1.4% | 減碼 |
| Glenview Trust Co | 17,710 | $410.1 萬 | 0.08% | −247−1.4% | 減碼 |
| Mathes Company, Inc. | 17,670 | $409.1 萬 | 1.49% | +470+2.7% | 加碼 |
| Haverford Trust Co | 17,663 | $409.0 萬 | 0.04% | +6,155+53.5% | 加碼 |
| Magellan Asset Management Ltd | 17,648 | $408.6 萬 | 0.04% | −159−0.9% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 17,556 | $406.5 萬 | 0.01% | −1,084−5.8% | 減碼 |
| NorthRock Partners, LLC | 17,500 | $405.2 萬 | 0.15% | −235−1.3% | 減碼 |
| First Hawaiian Bank | 17,453 | $404.1 萬 | 0.14% | −6,034−25.7% | 減碼 |
| Verdence Capital Advisors LLC | 17,443 | $403.9 萬 | 0.36% | +503+3.0% | 加碼 |
| Stone Point Wealth LLC | 17,442 | $403.9 萬 | 1.45% | −295−1.7% | 減碼 |
| JLB & Associates Inc | 17,424 | $403.5 萬 | 0.54% | +5,168+42.2% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 17,348 | $401.7 萬 | 0.17% | −1,317−7.1% | 減碼 |
| NewEdge Wealth, LLC | 17,215 | $398.6 萬 | 0.09% | −711−4.0% | 減碼 |
| National Asset Management, Inc. | 17,195 | $398.2 萬 | 0.10% | −3,757−17.9% | 減碼 |
| Milestone Asset Management, LLC | 17,149 | $397.1 萬 | 0.99% | −5,111−23.0% | 減碼 |
| Condor Capital Management | 17,096 | $395.9 萬 | 0.38% | −455−2.6% | 減碼 |
| Bill Few Associates, Inc. | 16,998 | $393.6 萬 | 1.51% | −512−2.9% | 減碼 |
| Resonant Capital Advisors, LLC | 16,978 | $393.1 萬 | 0.32% | +157+0.9% | 加碼 |
| Teamwork Financial Advisors, LLC | 16,975 | $393.0 萬 | 0.58% | +3,490+25.9% | 加碼 |
| Pring Turner Capital Group Inc | 16,973 | $393.0 萬 | 2.74% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 16,922 | $391.8 萬 | 0.17% | +4,648+37.9% | 加碼 |
| Shelton Capital Management | 16,906 | $391.5 萬 | 0.11% | −502−2.9% | 減碼 |
| Welch Group, LLC | 16,842 | $390.0 萬 | 0.19% | +3,500+26.2% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 16,679 | $386.2 萬 | 0.20% | −624−3.6% | 減碼 |
| Nemes Rush Group LLC | 16,620 | $384.8 萬 | 0.53% | +100+0.6% | 加碼 |
| NVWM, LLC | 16,408 | $379.9 萬 | 1.01% | −884−5.1% | 減碼 |
| Scotia Capital Inc. | 16,403 | $379.8 萬 | 0.02% | +4,450+37.2% | 加碼 |
| AustralianSuper Pty Ltd | 16,351 | $378.6 萬 | 0.02% | +6,101+59.5% | 加碼 |
| Equitable Holdings, Inc. | 16,334 | $378.2 萬 | 0.04% | +2,368+17.0% | 加碼 |
| Moody Lynn & Lieberson, LLC | 16,269 | $376.7 萬 | 0.25% | +114+0.7% | 加碼 |
| Meiji Yasuda Life Insurance Co | 16,261 | $376.5 萬 | 0.08% | −219−1.3% | 減碼 |
| DRW Securities, LLC | 16,296 | $376.1 萬 | 0.23% | +14,845+1,023.1% | 加碼 |
| Hodges Capital Management Inc. | 16,230 | $375.8 萬 | 0.25% | −2,547−13.6% | 減碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 16,075 | $372.2 萬 | 0.04% | −2,020−11.2% | 減碼 |
| Brave Asset Management Inc | 16,009 | $370.7 萬 | 0.94% | 00.0% | 不變 |
| Caldwell Trust Co | 15,991 | $370.3 萬 | 0.41% | +589+3.8% | 加碼 |
| Park Avenue Securities LLC | 15,963 | $369.6 萬 | 0.05% | −871−5.2% | 減碼 |
| Conscious Wealth Investments, LLC | 14,926 | $368.5 萬 | 2.65% | −9−0.1% | 減碼 |
| CenterBook Partners LP | 15,821 | $366.3 萬 | 0.23% | +15,821 | 新進 |
| Lombard Odier Asset Management (Switzerland) SA | 15,818 | $366.3 萬 | 0.37% | −1,360−7.9% | 減碼 |
| RSM US Wealth Management LLC | 15,575 | $363.8 萬 | 0.06% | +10,732+221.6% | 加碼 |
| Meitav Dash Investments Ltd | 15,814 | $362.9 萬 | 0.06% | −39,870−71.6% | 減碼 |
| Valeo Financial Advisors, LLC | 15,629 | $361.9 萬 | 0.11% | +225+1.5% | 加碼 |
| Lincoln Capital LLC | 15,618 | $361.6 萬 | 0.81% | −115−0.7% | 減碼 |
| Valicenti Advisory Services Inc | 15,605 | $361.3 萬 | 0.97% | −160−1.0% | 減碼 |
| Empire Financial Management Company, LLC | 15,561 | $360.3 萬 | 1.19% | −34−0.2% | 減碼 |
| New England Asset Management Inc | 15,420 | $357.1 萬 | 0.59% | −2,080−11.9% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 15,373 | $356.0 萬 | 0.32% | −80−0.5% | 減碼 |
| Goelzer Investment Management, Inc. | 15,370 | $355.9 萬 | 0.20% | −350−2.2% | 減碼 |
| Strata Wealth Advisors, LLC | 15,336 | $355.1 萬 | 1.22% | −76−0.5% | 減碼 |
| BKD Wealth Advisors, LLC | 15,328 | $354.9 萬 | 0.09% | +4,356+39.7% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 15,206 | $352.1 萬 | 0.17% | +398+2.7% | 加碼 |
| Kanawha Capital Management LLC | 15,205 | $352.1 萬 | 0.28% | +655+4.5% | 加碼 |
| Buckhead Capital Management LLC | 15,198 | $351.9 萬 | 1.19% | −3,246−17.6% | 減碼 |
| Diversify Wealth Management, LLC | 15,562 | $351.6 萬 | 0.44% | +15,562 | 新進 |
| Compass Wealth Management LLC | 15,005 | $347.4 萬 | 0.86% | −63−0.4% | 減碼 |
| Olstein Capital Management, L.P. | 15,000 | $347.3 萬 | 0.62% | −3,500−18.9% | 減碼 |
| AE Wealth Management LLC | 14,979 | $346.9 萬 | 0.03% | +2,894+23.9% | 加碼 |
| Schechter Investment Advisors, LLC | 14,954 | $346.3 萬 | 0.26% | +340+2.3% | 加碼 |
| Wynn Capital, LLC | 14,858 | $344.0 萬 | 2.54% | +185+1.3% | 加碼 |
| Bell & Brown Wealth Advisors, LLC | 14,771 | $342.0 萬 | 1.49% | −389−2.6% | 減碼 |
| Pettee Investors, Inc. | 14,706 | $340.5 萬 | 1.64% | −660−4.3% | 減碼 |
| William Allan, LLC | 14,704 | $340.5 萬 | 2.28% | −97−0.7% | 減碼 |
| West Oak Capital, LLC | 14,662 | $339.5 萬 | 1.37% | +1,185+8.8% | 加碼 |
| Kerusso Capital Management LLC | 14,547 | $336.8 萬 | 2.45% | +14,547 | 新進 |
| Benedict Financial Advisors Inc | 14,484 | $335.4 萬 | 0.85% | −24−0.2% | 減碼 |
| Aviance Capital Partners, LLC | 14,437 | $334.3 萬 | 0.48% | +46+0.3% | 加碼 |
| TCTC Holdings, LLC | 14,370 | $332.7 萬 | 0.11% | +112+0.8% | 加碼 |
| Gladstone Institutional Advisory LLC | 14,357 | $332.4 萬 | 0.17% | +3,846+36.6% | 加碼 |
| BCJ Capital Management, LLC | 14,336 | $332.0 萬 | 0.26% | −2,975−17.2% | 減碼 |
| Cookson Peirce & Co Inc | 14,275 | $330.5 萬 | 0.16% | +14,275 | 新進 |
| Signaturefd, LLC | 14,264 | $330.3 萬 | 0.07% | +1,108+8.4% | 加碼 |
| Canandaigua National Bank & Trust Co | 14,249 | $329.9 萬 | 0.36% | −544−3.7% | 減碼 |
| Evercore Wealth Management, LLC | 14,248 | $329.9 萬 | 0.05% | −237−1.6% | 減碼 |
| Lodestone Wealth Management LLC | 14,124 | $327.0 萬 | 1.74% | −2,419−14.6% | 減碼 |
| Townsend & Associates, Inc | 13,292 | $326.8 萬 | 0.36% | −364−2.7% | 減碼 |
| Brendel Financial Advisors LLC | 14,021 | $324.7 萬 | 2.06% | 00.0% | 不變 |
| Empowered Funds, LLC | 14,010 | $324.4 萬 | 0.06% | +1,530+12.3% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 13,983 | $323.8 萬 | 0.75% | +504+3.7% | 加碼 |
| ProVise Management Group, LLC | 13,970 | $323.5 萬 | 0.28% | −198−1.4% | 減碼 |
| Intrinsic Value Partners, LLC | 13,950 | $323.0 萬 | 3.37% | −380−2.7% | 減碼 |
| Boston Private Wealth LLC | 13,933 | $322.6 萬 | 0.08% | −2,200−13.6% | 減碼 |
| Chartwell Investment Partners, LLC | 13,898 | $321.8 萬 | 0.11% | +244+1.8% | 加碼 |
| Columbia Asset Management | 13,869 | $321.1 萬 | 0.60% | +330+2.4% | 加碼 |
| Jones Financial Companies LLLP | 13,865 | $321.0 萬 | 0.00% | +8,877+178.0% | 加碼 |
| South State Corp. | 13,854 | $320.8 萬 | 0.23% | +231+1.7% | 加碼 |
| Proequities, Inc. | 13,812 | $319.8 萬 | 0.20% | +734+5.6% | 加碼 |
| Capital International Inc | 13,792 | $319.4 萬 | 0.04% | +13,792 | 新進 |
| Lakeview Capital Partners, LLC | 13,946 | $317.5 萬 | 0.52% | 00.0% | 不變 |
| Webster Bank, N. A. | 13,661 | $316.3 萬 | 0.35% | −638−4.5% | 減碼 |
| Tower Bridge Advisors | 13,627 | $315.5 萬 | 0.35% | 00.0% | 不變 |
| Merit Financial Group, LLC | 13,606 | $315.0 萬 | 0.07% | +1,474+12.1% | 加碼 |
| BNC Wealth Management, LLC | 13,577 | $314.4 萬 | 1.17% | +1,514+12.6% | 加碼 |
| Simplicity Wealth,LLC | 13,509 | $312.8 萬 | 0.07% | −716−5.0% | 減碼 |