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 3 季 13F 持有人
American Express Co 在 2024/9/30 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
- 2,460
- 較 2024 年第 2 季 +137 家
- 持有股數
- 5.93 億
- 較 2024 年第 2 季 +3,226 萬 (+5.7%)
- 總市值
- $1,606 億
- 較 2024 年第 2 季 +$307.0 億 (+23.6%)
- 新進機構
- 231
- 另有 885 家加碼
- 清倉機構
- 94
- 另有 896 家減碼
另有 26 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 | 2,913 | $1,748 億 |
| 2025 年第 4 季 | 3,044 | $2,168 億 |
| 2025 年第 3 季 | 2,759 | $1,934 億 |
| 2025 年第 2 季 | 2,720 | $1,899 億 |
| 2025 年第 1 季 | 2,628 | $1,607 億 |
| 2024 年第 4 季 | 2,643 | $1,775 億 |
| 2024 年第 3 季 | 2,460 | $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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Empirical Asset Management, LLC | 3,557 | $96.5 萬 | 0.34% | +3,557 | 新進 |
| Lazari Capital Management, Inc. | 3,578 | $97.0 萬 | 0.42% | −65−1.8% | 減碼 |
| Oak Asset Management, LLC | 3,580 | $97.1 萬 | 0.34% | 00.0% | 不變 |
| Howard Capital Management Inc. | 3,581 | $97.1 萬 | 0.02% | +3,581 | 新進 |
| Platform Technology Partners | 3,593 | $97.4 萬 | 0.31% | −199−5.2% | 減碼 |
| Holowesko Partners Ltd. | 3,600 | $97.6 萬 | 0.52% | −55,600−93.9% | 減碼 |
| Saybrook Capital | 3,600 | $97.6 萬 | 0.28% | 00.0% | 不變 |
| Virtus ETF Advisers LLC | 3,601 | $97.7 萬 | 0.46% | +41+1.2% | 加碼 |
| Philadelphia Trust Co | 3,611 | $97.9 萬 | 0.07% | +16+0.4% | 加碼 |
| Larson Financial Group LLC | 3,620 | $98.2 萬 | 0.06% | +890+32.6% | 加碼 |
| Sage Mountain Advisors LLC | 3,625 | $98.3 萬 | 0.08% | +189+5.5% | 加碼 |
| Cable Hill Partners, LLC | 3,638 | $98.7 萬 | 0.10% | +157+4.5% | 加碼 |
| Aries Wealth Management | 3,653 | $99.1 萬 | 0.27% | −36−1.0% | 減碼 |
| Strategic Advisors LLC | 3,654 | $99.1 萬 | 0.18% | +2+0.1% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 3,662 | $99.3 萬 | 0.14% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 3,666 | $99.4 萬 | 0.07% | +130+3.7% | 加碼 |
| Mount Yale Investment Advisors, LLC | 3,674 | $99.6 萬 | 0.10% | −802−17.9% | 減碼 |
| Burford Brothers, Inc. | 3,676 | $99.7 萬 | 0.52% | +395+12.0% | 加碼 |
| Coastal Investment Advisors, Inc. | 3,606 | $99.7 萬 | 0.46% | −24,219−87.0% | 減碼 |
| Kingswood Wealth Advisors, LLC | 3,678 | $99.7 萬 | 0.07% | +934+34.0% | 加碼 |
| Inceptionr LLC | 3,723 | $101.0 萬 | 0.25% | +3,723 | 新進 |
| Mayflower Financial Advisors, LLC | 3,730 | $101.2 萬 | 0.15% | −219−5.5% | 減碼 |
| Marcum Wealth, LLC | 3,747 | $101.6 萬 | 0.09% | +982+35.5% | 加碼 |
| Gratus Wealth Advisors, LLC | 3,717 | $101.8 萬 | 0.17% | +121+3.4% | 加碼 |
| Olistico Wealth, LLC | 3,763 | $102.1 萬 | 0.62% | +211+5.9% | 加碼 |
| Numerai GP LLC | 3,765 | $102.1 萬 | 0.27% | +3,765 | 新進 |
| Global Trust Asset Management, LLC | 3,791 | $102.8 萬 | 0.38% | +1,252+49.3% | 加碼 |
| Souders Financial Advisors | 3,792 | $102.8 萬 | 0.14% | +3,792 | 新進 |
| Midland Wealth Advisors LLC | 3,801 | $103.1 萬 | 0.06% | −569−13.0% | 減碼 |
| Unigestion Holding SA | 3,802 | $103.1 萬 | 0.05% | +3,802 | 新進 |
| First Western Trust Bank | 3,807 | $103.2 萬 | 0.05% | −114−2.9% | 減碼 |
| Alexander Randolph Advisory, Inc. | 3,807 | $103.2 萬 | 0.91% | −105−2.7% | 減碼 |
| Bridges Investment Management Inc | 3,824 | $103.7 萬 | 0.01% | +20+0.5% | 加碼 |
| Ameritas Advisory Services, LLC | 3,842 | $104.2 萬 | 0.04% | −6,623−63.3% | 減碼 |
| LGT Fund Management Co Ltd. | 3,851 | $104.3 萬 | 0.11% | +51+1.3% | 加碼 |
| Sompo Asset Management Co., Ltd. | 3,860 | $104.7 萬 | 0.16% | −400−9.4% | 減碼 |
| Clarius Group, LLC | 3,879 | $104.8 萬 | 0.07% | −132−3.3% | 減碼 |
| MTM Investment Management, LLC | 3,822 | $105.5 萬 | 0.41% | 00.0% | 不變 |
| Sanders Morris Harris LLC | 3,892 | $105.6 萬 | 0.18% | 00.0% | 不變 |
| Next Level Private LLC | 3,909 | $106.0 萬 | 0.43% | +15+0.4% | 加碼 |
| Kestra Investment Management, LLC | 3,912 | $106.1 萬 | 0.05% | +630+19.2% | 加碼 |
| Culbertson A N & Co Inc | 3,913 | $106.1 萬 | 0.17% | 00.0% | 不變 |
| Forte Capital LLC | 3,914 | $106.1 萬 | 0.12% | +2,011+105.7% | 加碼 |
| Essex Financial Services, Inc. | 3,904 | $106.3 萬 | 0.08% | −924−19.1% | 減碼 |
| West Coast Financial LLC | 3,949 | $107.1 萬 | 0.12% | 00.0% | 不變 |
| Centerpoint Advisors, LLC | 3,970 | $107.7 萬 | 0.37% | 00.0% | 不變 |
| Boston Financial Mangement LLC | 3,973 | $107.7 萬 | 0.03% | −55−1.4% | 減碼 |
| Cantor Fitzgerald Investment Adviser L.P. | 3,978 | $107.9 萬 | 0.07% | +3,978 | 新進 |
| Lakeview Capital Partners, LLC | 3,981 | $108.0 萬 | 0.17% | −9,965−71.5% | 減碼 |
| Fidelis Capital Partners, LLC | 3,984 | $108.1 萬 | 0.13% | +117+3.0% | 加碼 |
| First Affirmative Financial Network | 3,987 | $108.1 萬 | 0.59% | −325−7.5% | 減碼 |
| Evanson Asset Management, LLC | 3,989 | $108.2 萬 | 0.08% | +10.0% | 加碼 |
| Alhambra Investment Partners LLC | 3,990 | $108.2 萬 | 0.56% | −25−0.6% | 減碼 |
| WBH Advisory Inc | 3,993 | $108.3 萬 | 0.10% | −123−3.0% | 減碼 |
| Sunflower Bank, N.A. | 4,019 | $109.0 萬 | 0.30% | +162+4.2% | 加碼 |
| Ipswich Investment Management Co., Inc. | 4,026 | $109.2 萬 | 0.25% | 00.0% | 不變 |
| Ellevest, Inc. | 4,029 | $109.3 萬 | 0.06% | −68−1.7% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,030 | $109.3 萬 | 0.15% | −257−6.0% | 減碼 |
| Morse Asset Management, Inc | 4,040 | $109.6 萬 | 0.24% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 4,041 | $109.6 萬 | 0.18% | 00.0% | 不變 |
| Modern Wealth Management, LLC | 4,044 | $109.7 萬 | 0.07% | +76+1.9% | 加碼 |
| Aaron Wealth Advisors | 4,074 | $110.5 萬 | 0.13% | +381+10.3% | 加碼 |
| Colonial Trust Co | 4,090 | $110.9 萬 | 0.17% | +164+4.2% | 加碼 |
| Paradigm Asset Management Co LLC | 4,100 | $111.2 萬 | 0.29% | 00.0% | 不變 |
| Graypoint LLC | 4,100 | $111.2 萬 | 0.07% | +321+8.5% | 加碼 |
| American National Bank | 4,128 | $112.0 萬 | 0.13% | 00.0% | 不變 |
| Benin Management CORP | 4,146 | $112.4 萬 | 0.32% | −108−2.5% | 減碼 |
| Essex Investment Management Co LLC | 4,148 | $112.5 萬 | 0.20% | 00.0% | 不變 |
| Scientech Research LLC | 4,150 | $112.5 萬 | 0.22% | +4,150 | 新進 |
| Amarillo National Bank | 4,156 | $112.7 萬 | 0.21% | 00.0% | 不變 |
| Jamison Private Wealth Management, Inc. | 4,165 | $112.9 萬 | 0.17% | +10.0% | 加碼 |
| Brooks, Moore & Associates, Inc. | 4,173 | $113.2 萬 | 0.67% | 00.0% | 不變 |
| Wesbanco Bank Inc | 4,178 | $113.3 萬 | 0.04% | +627+17.7% | 加碼 |
| Prairie Sky Financial Group LLC | 4,181 | $113.4 萬 | 0.64% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 4,187 | $113.6 萬 | 0.03% | 00.0% | 不變 |
| Capital Management Associates | 4,196 | $113.8 萬 | 1.27% | 00.0% | 不變 |
| Lyell Wealth Management, LP | 4,205 | $114.0 萬 | 0.10% | 00.0% | 不變 |
| Baldwin Investment Management, LLC | 4,210 | $114.2 萬 | 0.14% | +100+2.4% | 加碼 |
| Wellington Shields & Co., LLC | 4,220 | $114.4 萬 | 0.35% | 00.0% | 不變 |
| CWA Asset Management Group, LLC | 4,225 | $114.6 萬 | 0.06% | +4,225 | 新進 |
| Promethium Advisors,llc | 4,226 | $114.6 萬 | 0.81% | +4,226 | 新進 |
| Atlas Brown,Inc. | 4,249 | $115.2 萬 | 0.40% | −166−3.8% | 減碼 |
| Solitude Financial Services | 4,250 | $115.3 萬 | 0.49% | +10+0.2% | 加碼 |
| WBI Investments | 4,310 | $116.9 萬 | 0.28% | +4,310 | 新進 |
| Orleans Capital Management Corp | 4,315 | $117.0 萬 | 0.66% | −50−1.1% | 減碼 |
| Proathlete Wealth Management LLC | 4,319 | $117.2 萬 | 0.48% | +8+0.2% | 加碼 |
| Landscape Capital Management, L.L.C. | 4,334 | $117.5 萬 | 0.12% | +4,334 | 新進 |
| Red Door Wealth Management, LLC | 4,336 | $117.6 萬 | 0.20% | 00.0% | 不變 |
| Bedel Financial Consulting, Inc. | 4,340 | $117.7 萬 | 0.17% | +5+0.1% | 加碼 |
| Guardian Investment Management | 4,367 | $118.4 萬 | 1.03% | 00.0% | 不變 |
| Schulhoff & Co Inc | 4,370 | $118.5 萬 | 0.49% | 00.0% | 不變 |
| Bond & Devick Financial Network, Inc. | 4,374 | $118.6 萬 | 0.51% | +20+0.5% | 加碼 |
| United Asset Strategies, Inc. | 4,378 | $118.7 萬 | 0.11% | −207−4.5% | 減碼 |
| Ervin Investment Management, LLC | 4,391 | $119.1 萬 | 0.76% | −90−2.0% | 減碼 |
| Resources Management Corp | 4,405 | $119.5 萬 | 0.16% | 00.0% | 不變 |
| Delta Financial Group, Inc. | 4,409 | $119.6 萬 | 0.44% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 4,426 | $120.1 萬 | 0.02% | −151−3.3% | 減碼 |
| IFG Advisors, LLC | 4,442 | $120.5 萬 | 0.26% | +5+0.1% | 加碼 |
| Sage Rhino Capital LLC | 4,453 | $120.8 萬 | 0.27% | +31+0.7% | 加碼 |
| Koshinski Asset Management, Inc. | 4,454 | $120.8 萬 | 0.10% | −52−1.2% | 減碼 |