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 |
|---|---|---|---|---|---|
| Semper Augustus Investments Group LLC大師Semper Augustus | 4,454 | $120.8 萬 | 0.20% | −64−1.4% | 減碼 |
| Conning Inc. | 4,460 | $121.0 萬 | 0.04% | −47−1.0% | 減碼 |
| Oakworth Capital, Inc. | 4,465 | $121.1 萬 | 0.08% | +295+7.1% | 加碼 |
| Becker Capital Management Inc | 4,471 | $121.3 萬 | 0.04% | 00.0% | 不變 |
| Orrstown Financial Services Inc | 4,473 | $121.3 萬 | 0.36% | 00.0% | 不變 |
| Canopy Partners, LLC | 4,477 | $121.4 萬 | 0.52% | +305+7.3% | 加碼 |
| Mattson Financial Services, LLC | 5,275 | $122.1 萬 | 0.44% | −41−0.8% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,522 | $122.6 萬 | 0.07% | +3,472+330.7% | 加碼 |
| Verus Capital Partners, LLC | 4,524 | $122.7 萬 | 0.12% | −34−0.7% | 減碼 |
| Aspire Private Capital, LLC | 4,525 | $122.7 萬 | 0.29% | +64+1.4% | 加碼 |
| Accredited Investors Inc. | 4,526 | $122.8 萬 | 0.07% | +873+23.9% | 加碼 |
| Premier Path Wealth Partners, LLC | 4,531 | $122.9 萬 | 0.19% | −10−0.2% | 減碼 |
| Green Harvest Asset Management LLC | 4,546 | $123.3 萬 | 0.02% | +239+5.5% | 加碼 |
| Magnus Financial Group LLC | 4,547 | $123.3 萬 | 0.13% | −839−15.6% | 減碼 |
| Tufton Capital Management | 4,560 | $123.7 萬 | 0.23% | 00.0% | 不變 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,562 | $123.7 萬 | 0.04% | −3,353−42.4% | 減碼 |
| Fullcircle Wealth LLC | 4,562 | $123.8 萬 | 0.56% | +176+4.0% | 加碼 |
| Paloma Partners Management Co | 4,570 | $123.9 萬 | 0.07% | −712−13.5% | 減碼 |
| Chicago Partners Investment Group LLC | 4,579 | $124.2 萬 | 0.04% | +155+3.5% | 加碼 |
| Atomi Financial Group, Inc. | 4,589 | $124.4 萬 | 0.08% | +287+6.7% | 加碼 |
| Byrne Asset Management LLC | 4,590 | $124.5 萬 | 0.85% | – | – |
| Sentry LLC | 4,591 | $124.5 萬 | 0.24% | 00.0% | 不變 |
| Twelve Points Wealth Management LLC | 4,591 | $124.5 萬 | 0.39% | +27+0.6% | 加碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,600 | $124.8 萬 | 0.79% | 00.0% | 不變 |
| Ignite Planners, LLC | 4,602 | $124.8 萬 | 0.29% | −80−1.7% | 減碼 |
| BigSur Wealth Management LLC | 4,603 | $124.8 萬 | 0.34% | +703+18.0% | 加碼 |
| Confluence Wealth Services, Inc. | 4,612 | $125.1 萬 | 0.09% | −339−6.8% | 減碼 |
| TCI Wealth Advisors, Inc. | 4,613 | $125.1 萬 | 0.11% | +69+1.5% | 加碼 |
| First Command Advisory Services, Inc. | 4,632 | $125.6 萬 | 0.01% | −77−1.6% | 減碼 |
| RNC Capital Management LLC | 5,428 | $125.7 萬 | 0.07% | 00.0% | 不變 |
| Washington Trust Co | 4,648 | $126.0 萬 | 0.04% | −8−0.2% | 減碼 |
| Barden Capital Management, Inc. | 4,659 | $126.4 萬 | 1.11% | −397−7.9% | 減碼 |
| Allegheny Financial Group LTD | 4,670 | $126.6 萬 | 0.31% | +120+2.6% | 加碼 |
| Sapient Capital LLC | 4,678 | $126.9 萬 | 0.03% | +2,360+101.8% | 加碼 |
| Verition Fund Management LLC | 4,679 | $126.9 萬 | 0.01% | +332+7.6% | 加碼 |
| Pflug Koory, LLC | 4,679 | $126.9 萬 | 0.62% | +4,679 | 新進 |
| North Star Investment Management Corp. | 4,684 | $127.0 萬 | 0.09% | −39−0.8% | 減碼 |
| Papp L Roy & Associates | 4,700 | $127.5 萬 | 0.15% | 00.0% | 不變 |
| NWK Group, Inc. | 4,701 | $127.5 萬 | 0.52% | −15,874−77.2% | 減碼 |
| Muirfield Wealth Advisors LLC | 4,730 | $128.3 萬 | 1.09% | +14+0.3% | 加碼 |
| American Trust | 4,732 | $128.3 萬 | 0.11% | −2,311−32.8% | 減碼 |
| Capricorn Fund Managers Ltd | 4,734 | $128.4 萬 | 0.86% | +404+9.3% | 加碼 |
| AlphaStar Capital Management, LLC | 4,752 | $128.9 萬 | 0.10% | +3,768+382.9% | 加碼 |
| Sentry Investment Management LLC | 4,753 | $128.9 萬 | 0.54% | −81−1.7% | 減碼 |
| Pensionmark Financial Group, LLC | 4,765 | $129.2 萬 | 0.04% | +3,867+430.6% | 加碼 |
| Virtu Financial LLC | 4,781 | $129.6 萬 | 0.07% | +4,781 | 新進 |
| Boyar Asset Management Inc. | 4,785 | $129.8 萬 | 0.84% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 4,798 | $130.1 萬 | 0.04% | +435+10.0% | 加碼 |
| Moloney Securities Asset Management, LLC | 4,798 | $130.1 萬 | 0.17% | −100−2.0% | 減碼 |
| Leisure Capital Management | 4,799 | $130.1 萬 | 0.56% | 00.0% | 不變 |
| Baker Avenue Asset Management, LP | 4,801 | $130.2 萬 | 0.04% | +423+9.7% | 加碼 |
| Harvest Fund Management Co., Ltd | 4,824 | $130.8 萬 | 0.08% | +179+3.9% | 加碼 |
| Garde Capital, Inc. | 4,838 | $131.2 萬 | 0.09% | 00.0% | 不變 |
| Mraz, Amerine & Associates, Inc. | 4,881 | $132.4 萬 | 0.24% | −786−13.9% | 減碼 |
| Avestar Capital, LLC | 4,886 | $132.5 萬 | 0.14% | +378+8.4% | 加碼 |
| Beaumont Asset Management, L.L.C. | 4,905 | $133.0 萬 | 0.77% | +94+2.0% | 加碼 |
| Levin Capital Strategies, L.P. | 4,916 | $133.3 萬 | 0.13% | +10.0% | 加碼 |
| Fortis Capital Advisors, LLC | 4,925 | $133.6 萬 | 0.45% | +4,925 | 新進 |
| Vista Wealth Management Group, LLC | 4,944 | $134.1 萬 | 0.09% | +74+1.5% | 加碼 |
| Patten & Patten Inc | 4,962 | $134.6 萬 | 0.09% | −1,526−23.5% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 4,967 | $134.7 萬 | 0.06% | −87−1.7% | 減碼 |
| Harbor Investment Advisory, LLC | 4,991 | $135.4 萬 | 0.13% | −228−4.4% | 減碼 |
| Olstein Capital Management, L.P. | 5,000 | $135.6 萬 | 0.23% | −10,000−66.7% | 減碼 |
| Spirit of America Management Corp | 5,000 | $135.6 萬 | 0.27% | 00.0% | 不變 |
| Aspiriant, LLC | 5,002 | $135.7 萬 | 0.05% | −694−12.2% | 減碼 |
| Capital Analysts, LLC | 5,019 | $136.1 萬 | 0.06% | +995+24.7% | 加碼 |
| Gen-Wealth Partners Inc | 4,967 | $136.1 萬 | 0.59% | −294−5.6% | 減碼 |
| Legacy Advisors, LLC | 5,026 | $136.3 萬 | 0.15% | +50+1.0% | 加碼 |
| Wealth Alliance | 5,066 | $137.4 萬 | 0.16% | +84+1.7% | 加碼 |
| WealthTrust Axiom LLC | 5,101 | $138.3 萬 | 0.41% | +644+14.4% | 加碼 |
| Paragon Private Wealth Management, LLC | 5,116 | $138.7 萬 | 0.69% | +334+7.0% | 加碼 |
| Sterling Wealth Management, Inc. | 5,128 | $139.1 萬 | 0.52% | 00.0% | 不變 |
| Vectors Research Management, LLC | 5,189 | $139.2 萬 | 0.42% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 5,140 | $139.2 萬 | 0.04% | +426+9.0% | 加碼 |
| Pecaut & Co. | 5,169 | $140.2 萬 | 0.50% | −45−0.9% | 減碼 |
| Cornerstone Planning Group LLC | 5,185 | $140.2 萬 | 0.37% | +18+0.3% | 加碼 |
| Summit Financial, LLC | 5,199 | $141.0 萬 | 0.06% | +1,978+61.4% | 加碼 |
| Factorial Partners, LLC | 5,200 | $141.0 萬 | 0.81% | 00.0% | 不變 |
| Brighton Jones LLC | 5,208 | $141.2 萬 | 0.05% | −93−1.8% | 減碼 |
| PFG Advisors | 5,209 | $141.3 萬 | 0.09% | +629+13.7% | 加碼 |
| Ramirez Asset Management, Inc. | 5,220 | $141.6 萬 | 0.27% | −9−0.2% | 減碼 |
| S.A. Mason LLC | 5,280 | $143.2 萬 | 0.76% | +10.0% | 加碼 |
| Profit Investment Management, LLC | 5,280 | $143.2 萬 | 1.13% | −397−7.0% | 減碼 |
| Harbour Investments, Inc. | 5,302 | $143.8 萬 | 0.04% | +708+15.4% | 加碼 |
| MeadowBrook Investment Advisors LLC | 5,324 | $144.4 萬 | 1.30% | −104−1.9% | 減碼 |
| Lebenthal Global Advisors, LLC | 5,330 | $144.5 萬 | 0.29% | +545+11.4% | 加碼 |
| Groupama Asset Managment | 6,645 | $144.7 萬 | 0.04% | +29+0.4% | 加碼 |
| Edge Capital Group, LLC | 5,338 | $144.8 萬 | 0.06% | −35−0.7% | 減碼 |
| Cypress Wealth Services, LLC | 5,342 | $144.9 萬 | 0.30% | +151+2.9% | 加碼 |
| Smartleaf Asset Management LLC | 5,361 | $145.3 萬 | 0.18% | +1,746+48.3% | 加碼 |
| Stokes Family Office, LLC | 5,382 | $146.0 萬 | 0.16% | −485−8.3% | 減碼 |
| Brevan Howard Capital Management LP | 5,383 | $146.0 萬 | 0.07% | −6,353−54.1% | 減碼 |
| Signal Advisors Wealth, LLC | 5,434 | $147.4 萬 | 0.21% | +5,434 | 新進 |
| Spinnaker Trust | 5,439 | $147.5 萬 | 0.09% | −2,215−28.9% | 減碼 |
| Saxon Interests, Inc. | 5,441 | $147.6 萬 | 0.67% | +541+11.0% | 加碼 |
| Alpine Bank Wealth Management | 5,445 | $147.7 萬 | 0.24% | +5,445 | 新進 |
| Lawson Kroeker Investment Management Inc | 5,458 | $148.0 萬 | 0.27% | 00.0% | 不變 |
| Strategic Investment Advisors | 5,459 | $148.0 萬 | 0.16% | −219−3.9% | 減碼 |
| Stonebrook Private Inc. | 5,461 | $148.1 萬 | 0.39% | −251−4.4% | 減碼 |
| Carr Financial Group Corp | 5,464 | $148.2 萬 | 0.44% | +17+0.3% | 加碼 |