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 |
|---|---|---|---|---|---|
| Grandfield & Dodd, LLC | 13,471 | $311.9 萬 | 0.20% | −9−0.1% | 減碼 |
| Jacobi Capital Management LLC | 13,358 | $309.3 萬 | 0.27% | +656+5.2% | 加碼 |
| Herbst Group, LLC | 13,281 | $307.5 萬 | 1.87% | +325+2.5% | 加碼 |
| Smith, Salley & Associates | 13,198 | $305.6 萬 | 0.22% | +15+0.1% | 加碼 |
| Investment Advisory Services Inc | 13,157 | $304.6 萬 | 1.12% | −620−4.5% | 減碼 |
| Greenfield Savings Bank | 13,153 | $304.6 萬 | 1.57% | −66−0.5% | 減碼 |
| Coldstream Capital Management Inc | 13,150 | $304.5 萬 | 0.07% | +378+3.0% | 加碼 |
| Meeder Advisory Services, Inc. | 13,099 | $303.3 萬 | 0.21% | +3,682+39.1% | 加碼 |
| Fortis Group Advisors, LLC | 13,065 | $302.5 萬 | 0.60% | +13,065 | 新進 |
| Ostrum Asset Management | 13,019 | $301.5 萬 | 0.26% | −664−4.9% | 減碼 |
| Rehmann Capital Advisory Group | 12,929 | $299.4 萬 | 0.21% | +50.0% | 加碼 |
| TD Private Client Wealth LLC | 12,924 | $299.3 萬 | 0.09% | −3,598−21.8% | 減碼 |
| Leonteq Securities AG | 12,892 | $298.5 萬 | 0.42% | +1,622+14.4% | 加碼 |
| Dynamic Advisor Solutions LLC | 12,806 | $296.5 萬 | 0.09% | +13+0.1% | 加碼 |
| Profund Advisors LLC | 12,779 | $295.9 萬 | 0.11% | −413−3.1% | 減碼 |
| Invesco, LLC | 12,764 | $295.6 萬 | 1.24% | −54−0.4% | 減碼 |
| Cito Capital Group, LLC | 12,725 | $294.6 萬 | 1.14% | −75−0.6% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 12,695 | $293.9 萬 | 0.30% | −70−0.5% | 減碼 |
| Quadrant Capital Group LLC | 12,692 | $293.9 萬 | 0.22% | +334+2.7% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 12,613 | $292.1 萬 | 1.95% | −250−1.9% | 減碼 |
| Foundations Investment Advisors, LLC | 12,585 | $291.4 萬 | 0.07% | −722−5.4% | 減碼 |
| Insight Inv LLC | 12,581 | $291.3 萬 | 2.52% | −100−0.8% | 減碼 |
| Chicago Capital, LLC | 12,579 | $291.3 萬 | 0.09% | +1,300+11.5% | 加碼 |
| Principal Securities, Inc. | 12,578 | $291.2 萬 | 0.08% | +896+7.7% | 加碼 |
| Sequoia Financial Advisors, LLC | 12,562 | $290.9 萬 | 0.04% | +440+3.6% | 加碼 |
| Connable Office Inc | 12,553 | $290.7 萬 | 0.31% | −2,596−17.1% | 減碼 |
| Vinva Investment Management Ltd | 12,686 | $289.7 萬 | 0.15% | −715−5.3% | 減碼 |
| Sawyer & Company, Inc | 12,470 | $288.7 萬 | 1.15% | −175−1.4% | 減碼 |
| Apollon Wealth Management, LLC | 12,436 | $288.0 萬 | 0.09% | −1,699−12.0% | 減碼 |
| Eads & Heald Wealth Management | 12,416 | $287.5 萬 | 1.39% | −666−5.1% | 減碼 |
| Cullen Investment Group, Ltd. | 12,413 | $287.4 萬 | 0.46% | −375−2.9% | 減碼 |
| Personal Cfo Solutions, LLC | 12,349 | $285.9 萬 | 0.44% | +613+5.2% | 加碼 |
| Ahl Investment Management, Inc. | 12,331 | $285.5 萬 | 2.09% | −55−0.4% | 減碼 |
| Insigneo Advisory Services, LLC | 12,607 | $284.8 萬 | 0.32% | −1,501−10.6% | 減碼 |
| Rathbone Brothers plc | 12,146 | $281.2 萬 | 0.02% | −31−0.3% | 減碼 |
| Bleakley Financial Group, LLC | 12,112 | $280.4 萬 | 0.08% | −775−6.0% | 減碼 |
| Change Path, LLC | 12,093 | $280.0 萬 | 0.14% | −1,006−7.7% | 減碼 |
| SOL Capital Management CO | 12,023 | $278.4 萬 | 0.33% | −325−2.6% | 減碼 |
| Peoples Financial Services Corp. | 12,017 | $278.3 萬 | 1.26% | −630−5.0% | 減碼 |
| Independent Investors Inc | 12,000 | $277.9 萬 | 0.61% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 11,965 | $277.0 萬 | 0.04% | +666+5.9% | 加碼 |
| Independent Financial Group, LLC | 11,811 | $273.5 萬 | 0.11% | +4,049+52.2% | 加碼 |
| KCM Investment Advisors LLC | 11,770 | $272.5 萬 | 0.10% | −732−5.9% | 減碼 |
| Impax Asset Management Group plc | 11,768 | $272.5 萬 | 0.01% | −608−4.9% | 減碼 |
| Constitution Capital LLC | 11,750 | $272.1 萬 | 1.44% | +2,300+24.3% | 加碼 |
| Brevan Howard Capital Management LP | 11,736 | $271.7 萬 | 0.18% | −9,362−44.4% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 11,707 | $271.1 萬 | 0.62% | +26+0.2% | 加碼 |
| Azimuth Capital Investment Management LLC | 11,690 | $270.7 萬 | 0.11% | −520−4.3% | 減碼 |
| Icon Wealth Advisors, LLC | 10,664 | $269.9 萬 | 0.24% | +2,241+26.6% | 加碼 |
| Trust Co of Toledo NA | 11,636 | $269.4 萬 | 0.39% | +120+1.0% | 加碼 |
| Valueworks LLC | 11,585 | $268.3 萬 | 0.83% | +10.0% | 加碼 |
| Arcus Capital Partners, LLC | 11,583 | $268.2 萬 | 1.03% | 00.0% | 不變 |
| Bull Street Advisors, LLC | 11,575 | $268.0 萬 | 1.29% | −97−0.8% | 減碼 |
| Lindsell Train Ltd大師Lindsell Train | 11,600 | $267.5 萬 | 0.06% | 00.0% | 不變 |
| Fruth Investment Management | 11,550 | $267.4 萬 | 0.73% | 00.0% | 不變 |
| Aristotle Capital Management, LLC | 11,530 | $267.0 萬 | 0.01% | 00.0% | 不變 |
| Boston Family Office LLC | 11,430 | $264.7 萬 | 0.19% | −150−1.3% | 減碼 |
| BLB&B Advisors, LLC | 11,422 | $264.5 萬 | 0.14% | −50.0% | 減碼 |
| Harbor Capital Advisors, Inc. | 11,419 | $264.4 萬 | 0.20% | +24+0.2% | 加碼 |
| QV Investors Inc. | 11,370 | $263.3 萬 | 0.25% | +60+0.5% | 加碼 |
| Private Wealth Partners, LLC | 11,213 | $259.6 萬 | 0.20% | 00.0% | 不變 |
| Vestcor Inc | 11,208 | $259.5 萬 | 0.09% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 11,180 | $258.9 萬 | 0.20% | +6,088+119.6% | 加碼 |
| Moody National Bank Trust Division | 11,141 | $258.0 萬 | 0.20% | +98+0.9% | 加碼 |
| Stonegate Investment Group, LLC | 11,112 | $257.3 萬 | 0.07% | −10,539−48.7% | 減碼 |
| Wilkins Investment Counsel Inc | 11,082 | $256.6 萬 | 0.38% | +170+1.6% | 加碼 |
| Sigma Planning Corp | 11,060 | $256.1 萬 | 0.08% | +206+1.9% | 加碼 |
| Frank, Rimerman Advisors LLC | 11,053 | $255.9 萬 | 0.18% | +11,015+28,986.8% | 加碼 |
| Parallel Advisors, LLC | 11,031 | $255.4 萬 | 0.07% | +147+1.4% | 加碼 |
| Optimas Capital Ltd | 12,000 | $255.0 萬 | 2.90% | 00.0% | 不變 |
| Gifford Fong Associates | 11,000 | $254.7 萬 | 0.67% | 00.0% | 不變 |
| SageView Advisory Group, LLC | 10,962 | $253.8 萬 | 0.12% | +2,299+26.5% | 加碼 |
| J. Safra Sarasin Holding AG | 10,905 | $252.5 萬 | 0.05% | +10,905 | 新進 |
| Summit Trail Advisors, LLC | 10,870 | $251.7 萬 | 0.07% | −171−1.5% | 減碼 |
| J.W. Cole Advisors, Inc. | 10,865 | $251.6 萬 | 0.12% | +1,039+10.6% | 加碼 |
| St. Johns Investment Management Company, LLC | 10,864 | $251.6 萬 | 1.19% | +110+1.0% | 加碼 |
| Strategic Wealth Partners, Ltd. | 10,860 | $251.5 萬 | 0.26% | −23,370−68.3% | 減碼 |
| Hartline Investment Corp | 10,844 | $251.1 萬 | 0.34% | +10,844 | 新進 |
| Trajan Wealth LLC | 10,823 | $250.6 萬 | 0.16% | +1,388+14.7% | 加碼 |
| Deane Retirement Strategies, Inc. | 10,829 | $250.5 萬 | 1.29% | −258−2.3% | 減碼 |
| Strategic Planning Group, LLC | 10,801 | $250.1 萬 | 0.55% | +875+8.8% | 加碼 |
| First Dallas Securities Inc. | 10,690 | $247.5 萬 | 1.09% | −1,209−10.2% | 減碼 |
| Midwest Professional Planners, LTD. | 10,628 | $246.1 萬 | 0.82% | +1,793+20.3% | 加碼 |
| Buttonwood Financial Advisors Inc. | 10,614 | $245.8 萬 | 1.16% | −370−3.4% | 減碼 |
| Horizon Investments, LLC | 10,604 | $244.8 萬 | 0.07% | +154+1.5% | 加碼 |
| Fulton Bank, N.A. | 10,512 | $243.4 萬 | 0.10% | −756−6.7% | 減碼 |
| Arete Wealth Advisors, LLC | 10,619 | $243.4 萬 | 0.20% | −104−1.0% | 減碼 |
| Concurrent Investment Advisors, LLC | 10,473 | $242.5 萬 | 0.08% | +1,510+16.8% | 加碼 |
| Ameritas Advisory Services, LLC | 10,465 | $242.3 萬 | 0.09% | +237+2.3% | 加碼 |
| Great Lakes Retirement, Inc. | 10,449 | $241.9 萬 | 0.33% | +994+10.5% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 10,435 | $241.6 萬 | 0.06% | +17+0.2% | 加碼 |
| Prosperity Consulting Group, LLC | 10,402 | $240.9 萬 | 0.33% | +72+0.7% | 加碼 |
| FOCUS Wealth Advisors, LLC | 10,395 | $240.7 萬 | 1.24% | +518+5.2% | 加碼 |
| Guardian Capital LP | 10,388 | $240.5 萬 | 0.09% | 00.0% | 不變 |
| Sawgrass Asset Management LLC | 10,384 | $240.4 萬 | 0.26% | +41+0.4% | 加碼 |
| Hilltop Holdings Inc. | 10,360 | $239.9 萬 | 0.28% | +170+1.7% | 加碼 |
| Alps Advisors Inc | 10,313 | $238.8 萬 | 0.02% | −837−7.5% | 減碼 |
| Mission Wealth Management, LP | 10,301 | $238.5 萬 | 0.06% | +102+1.0% | 加碼 |
| Northstar Advisory Group, LLC | 10,187 | $235.9 萬 | 1.36% | +535+5.5% | 加碼 |
| Bank of Stockton | 10,175 | $235.6 萬 | 0.75% | −1,858−15.4% | 減碼 |