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 |
|---|---|---|---|---|---|
| Icon Advisers Inc | 5,500 | $149.2 萬 | 0.31% | 00.0% | 不變 |
| Cumberland Partners Ltd | 5,500 | $149.2 萬 | 0.10% | +3,500+175.0% | 加碼 |
| Cambridge Financial Group, LLC | 5,516 | $149.6 萬 | 0.62% | −450−7.5% | 減碼 |
| Laurel Wealth Advisors LLC | 5,521 | $149.7 萬 | 0.24% | −19−0.3% | 減碼 |
| KRS Capital Management, LLC | 5,521 | $149.7 萬 | 1.09% | +209+3.9% | 加碼 |
| Crewe Advisors LLC | 5,528 | $149.9 萬 | 0.17% | −16−0.3% | 減碼 |
| Diversify Advisory Services, LLC | 5,503 | $149.9 萬 | 0.08% | +28+0.5% | 加碼 |
| Transatlantique Private Wealth LLC | 5,532 | $150.0 萬 | 0.58% | −1,730−23.8% | 減碼 |
| Highview Capital Management LLC | 5,534 | $150.1 萬 | 0.61% | +257+4.9% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 5,538 | $150.2 萬 | 0.10% | −24−0.4% | 減碼 |
| Syon Capital LLC | 5,567 | $151.0 萬 | 0.13% | −15−0.3% | 減碼 |
| Simmons Bank | 5,569 | $151.0 萬 | 0.11% | +20.0% | 加碼 |
| Woodstock Corp | 5,574 | $151.2 萬 | 0.15% | −150−2.6% | 減碼 |
| Sirios Capital Management L P | 5,577 | $151.2 萬 | 0.27% | −2,885−34.1% | 減碼 |
| Northcape Wealth Management, LLC | 5,580 | $151.3 萬 | 0.50% | 00.0% | 不變 |
| Manchester Capital Management LLC | 5,586 | $151.5 萬 | 0.18% | +1,081+24.0% | 加碼 |
| J. W. Coons Advisors, LLC | 5,607 | $152.1 萬 | 0.38% | −135−2.4% | 減碼 |
| Ledyard National Bank | 5,610 | $152.1 萬 | 0.14% | −123−2.1% | 減碼 |
| First Citizens Bank & Trust Co | 5,629 | $152.7 萬 | 0.03% | −73−1.3% | 減碼 |
| Trust Point Inc. | 5,647 | $153.1 萬 | 0.11% | −66−1.2% | 減碼 |
| Leavell Investment Management, Inc. | 5,648 | $153.2 萬 | 0.08% | +635+12.7% | 加碼 |
| Brophy Wealth Management, LLC | 5,652 | $153.3 萬 | 0.55% | +5,652 | 新進 |
| Waldron Private Wealth LLC | 5,668 | $153.7 萬 | 0.06% | +218+4.0% | 加碼 |
| Crestwood Advisors Group LLC | 5,671 | $153.8 萬 | 0.03% | +14+0.2% | 加碼 |
| Ameritas Investment Partners, Inc. | 5,689 | $154.3 萬 | 0.05% | −291−4.9% | 減碼 |
| Interchange Capital Partners, LLC | 5,692 | $154.4 萬 | 0.55% | −108−1.9% | 減碼 |
| Blodgett Wealth Advisors, LLC | 5,716 | $155.0 萬 | 1.30% | +4,660+441.3% | 加碼 |
| AXS Investments LLC | 5,736 | $155.6 萬 | 0.41% | −114−1.9% | 減碼 |
| Grove Bank & Trust | 5,742 | $155.7 萬 | 0.23% | +176+3.2% | 加碼 |
| BayBridge Capital Group, LLC | 5,748 | $155.9 萬 | 1.12% | −68−1.2% | 減碼 |
| Private Management Group Inc | 5,760 | $156.2 萬 | 0.05% | −61,002−91.4% | 減碼 |
| Twin Capital Management Inc | 5,777 | $156.7 萬 | 0.18% | −168−2.8% | 減碼 |
| Hohimer Wealth Management, LLC | 5,792 | $157.1 萬 | 0.34% | +149+2.6% | 加碼 |
| TrinityPoint Wealth, LLC | 5,807 | $157.5 萬 | 0.23% | −6−0.1% | 減碼 |
| Cigna Investments Inc | 5,817 | $157.7 萬 | 0.28% | −29−0.5% | 減碼 |
| Highline Wealth Partners LLC | 5,823 | $157.9 萬 | 0.53% | +13+0.2% | 加碼 |
| Focus Financial Network, Inc. | 5,829 | $158.1 萬 | 0.06% | +159+2.8% | 加碼 |
| HTLF Bank | 5,829 | $158.1 萬 | 0.17% | −379−6.1% | 減碼 |
| Prostatis Group LLC | 5,842 | $158.4 萬 | 0.52% | +1,095+23.1% | 加碼 |
| Weik Capital Management | 5,863 | $159.0 萬 | 0.64% | −15−0.3% | 減碼 |
| Delphi Management Inc | 5,865 | $159.1 萬 | 1.45% | −2,050−25.9% | 減碼 |
| Geneos Wealth Management Inc. | 5,889 | $159.7 萬 | 0.06% | +406+7.4% | 加碼 |
| 44 Wealth Management LLC | 5,895 | $159.9 萬 | 0.56% | +5,895 | 新進 |
| Farther Finance Advisors, LLC | 5,905 | $160.1 萬 | 0.06% | +1,730+41.4% | 加碼 |
| Flagship Harbor Advisors, LLC | 5,913 | $160.4 萬 | 0.09% | +406+7.4% | 加碼 |
| Fielder Capital Group LLC | 5,917 | $160.5 萬 | 0.53% | +81+1.4% | 加碼 |
| Prospera Financial Services Inc | 5,917 | $160.7 萬 | 0.04% | −45−0.8% | 減碼 |
| Mather Group, LLC. | 5,930 | $160.8 萬 | 0.02% | −2,963−33.3% | 減碼 |
| Western Financial Corp | 5,944 | $161.2 萬 | 0.91% | +1,322+28.6% | 加碼 |
| Ransom Advisory, Ltd | 5,946 | $161.3 萬 | 0.75% | 00.0% | 不變 |
| GTS Securities LLC | 5,980 | $162.2 萬 | 0.03% | +238+4.1% | 加碼 |
| Monte Financial Group, LLC | 5,987 | $162.4 萬 | 0.67% | −1,013−14.5% | 減碼 |
| B&L Asset Management LLC | 5,994 | $162.6 萬 | 1.03% | +5,994 | 新進 |
| Bank of Hawaii | 5,995 | $162.6 萬 | 0.07% | −207−3.3% | 減碼 |
| Community Bank, N.A. | 5,997 | $162.6 萬 | 0.21% | −50−0.8% | 減碼 |
| MainStreet Investment Advisors LLC | 5,998 | $162.7 萬 | 0.22% | −868−12.6% | 減碼 |
| Weil Company, Inc. | 6,035 | $163.7 萬 | 0.54% | 00.0% | 不變 |
| Meiji Yasuda Life Insurance Co | 6,047 | $164.0 萬 | 0.03% | −10,214−62.8% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 6,055 | $164.2 萬 | 0.03% | +50+0.8% | 加碼 |
| Old National Bancorp | 6,083 | $165.0 萬 | 0.04% | +920+17.8% | 加碼 |
| YHB Investment Advisors, Inc. | 6,086 | $165.1 萬 | 0.14% | +125+2.1% | 加碼 |
| Westpac Banking Corp | 6,093 | $165.2 萬 | 0.11% | +196+3.3% | 加碼 |
| Abundance Wealth Counselors | 6,131 | $166.3 萬 | 0.34% | −204−3.2% | 減碼 |
| Axxcess Wealth Management, LLC | 6,136 | $166.4 萬 | 0.04% | +2,510+69.2% | 加碼 |
| Summit Global Investments | 6,143 | $166.6 萬 | 0.11% | −1,592−20.6% | 減碼 |
| Insight Advisors, LLC | 6,147 | $166.7 萬 | 0.29% | −237−3.7% | 減碼 |
| Washington Trust Advisors, Inc. | 6,182 | $167.7 萬 | 0.14% | 00.0% | 不變 |
| Diligent Investors, LLC | 6,247 | $169.4 萬 | 0.39% | +10.0% | 加碼 |
| PFG Investments, LLC | 6,249 | $169.5 萬 | 0.11% | −253−3.9% | 減碼 |
| Stratos Wealth Advisors, LLC | 6,249 | $169.5 萬 | 0.08% | −37−0.6% | 減碼 |
| Lee Danner & Bass Inc | 6,265 | $169.9 萬 | 0.12% | +225+3.7% | 加碼 |
| Busey Wealth Management | 6,266 | $169.9 萬 | 0.06% | +31+0.5% | 加碼 |
| Parisi Gray Wealth Management | 6,356 | $172.4 萬 | 0.57% | +5+0.1% | 加碼 |
| S&CO Inc | 6,386 | $173.1 萬 | 0.11% | 00.0% | 不變 |
| WSFS Capital Management, LLC | 6,393 | $173.4 萬 | 0.09% | −360−5.3% | 減碼 |
| Aurora Private Wealth, Inc. | 6,444 | $174.8 萬 | 1.37% | +103+1.6% | 加碼 |
| Symphony Financial, Ltd. Co. | 6,461 | $175.1 萬 | 0.29% | −277−4.1% | 減碼 |
| Advisory Research Inc | 6,477 | $175.7 萬 | 0.31% | −429−6.2% | 減碼 |
| Greenwood Gearhart Inc | 6,488 | $176.0 萬 | 0.15% | −25−0.4% | 減碼 |
| RB Capital Management, LLC | 6,490 | $176.0 萬 | 0.42% | +1,274+24.4% | 加碼 |
| Chesapeake Wealth Management | 6,495 | $176.1 萬 | 0.60% | −61−0.9% | 減碼 |
| Redwood Investment Management, LLC | 6,509 | $176.4 萬 | 0.16% | −484−6.9% | 減碼 |
| GFG Capital, LLC | 10,351 | $176.9 萬 | 0.72% | +253+2.5% | 加碼 |
| Venturi Wealth Management, LLC | 6,548 | $177.6 萬 | 0.09% | +264+4.2% | 加碼 |
| Buckingham Strategic Partners | 6,552 | $177.7 萬 | 0.04% | +179+2.8% | 加碼 |
| USA Financial Portformulas Corp | 6,560 | $177.9 萬 | 0.28% | +134+2.1% | 加碼 |
| Forum Financial Management, LP | 6,591 | $178.7 萬 | 0.03% | +10.0% | 加碼 |
| McAdam, LLC | 6,596 | $178.9 萬 | 0.10% | −613−8.5% | 減碼 |
| Journey Strategic Wealth LLC | 6,610 | $179.2 萬 | 0.07% | +942+16.6% | 加碼 |
| Ascent Group, LLC | 6,630 | $179.8 萬 | 0.14% | +509+8.3% | 加碼 |
| Daymark Wealth Partners, LLC | 101,287 | $180.0 萬 | 0.08% | +356+0.4% | 加碼 |
| Legacy Edge Advisors, LLC | 6,644 | $180.2 萬 | 0.29% | −199−2.9% | 減碼 |
| Private Trust Co NA | 6,652 | $180.4 萬 | 0.18% | +1,007+17.8% | 加碼 |
| Schonfeld Strategic Advisors LLC | 6,661 | $180.6 萬 | 0.01% | −47,867−87.8% | 減碼 |
| Bank Ozk | 6,662 | $180.7 萬 | 0.75% | −52−0.8% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 6,663 | $180.7 萬 | 0.07% | +672+11.2% | 加碼 |
| Checchi Capital Advisers, LLC | 6,665 | $180.8 萬 | 0.13% | +117+1.8% | 加碼 |
| Cape Cod Five Cents Savings Bank | 6,685 | $181.3 萬 | 0.17% | −881−11.6% | 減碼 |
| Ronald Blue Trust, Inc. | 7,897 | $182.9 萬 | 0.02% | +2,502+46.4% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,790 | $183.3 萬 | 0.02% | +229+3.5% | 加碼 |