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
- 2,459
- 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 895 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 |
|---|---|---|---|---|---|
| Fruth Investment Management | 11,350 | $307.8 萬 | 0.80% | −200−1.7% | 減碼 |
| Impax Asset Management Group plc | 11,351 | $307.8 萬 | 0.01% | −417−3.5% | 減碼 |
| Strategic Planning Group, LLC | 11,362 | $308.2 萬 | 0.61% | +561+5.2% | 加碼 |
| Boston Family Office LLC | 11,430 | $310.0 萬 | 0.21% | 00.0% | 不變 |
| QV Investors Inc. | 11,430 | $310.0 萬 | 0.27% | +60+0.5% | 加碼 |
| Valueworks LLC | 11,436 | $310.1 萬 | 0.99% | −149−1.3% | 減碼 |
| Investment Advisory Services Inc | 11,492 | $311.7 萬 | 1.10% | −1,665−12.7% | 減碼 |
| Aristotle Capital Management, LLC | 11,530 | $312.7 萬 | 0.01% | 00.0% | 不變 |
| Midwest Professional Planners, LTD. | 11,534 | $312.8 萬 | 0.96% | +906+8.5% | 加碼 |
| Bull Street Advisors, LLC | 11,550 | $313.2 萬 | 1.45% | −25−0.2% | 減碼 |
| Moody National Bank Trust Division | 11,554 | $313.3 萬 | 0.34% | +413+3.7% | 加碼 |
| Eads & Heald Wealth Management | 11,559 | $313.5 萬 | 1.49% | −857−6.9% | 減碼 |
| Arcus Capital Partners, LLC | 11,583 | $314.1 萬 | 1.14% | 00.0% | 不變 |
| Mitchell McLeod Pugh & Williams Inc | 11,585 | $314.2 萬 | 0.66% | −122−1.0% | 減碼 |
| Lindsell Train Ltd大師Lindsell Train | 11,600 | $314.6 萬 | 0.07% | 00.0% | 不變 |
| Badgley Phelps Wealth Managers, LLC | 11,637 | $315.6 萬 | 0.07% | +1,202+11.5% | 加碼 |
| Lowe Brockenbrough & Co Inc | 11,678 | $316.7 萬 | 0.20% | +2,715+30.3% | 加碼 |
| Trust Co of Toledo NA | 11,696 | $317.2 萬 | 0.43% | +60+0.5% | 加碼 |
| Azimuth Capital Investment Management LLC | 11,700 | $317.3 萬 | 0.12% | +10+0.1% | 加碼 |
| Harbor Capital Advisors, Inc. | 11,702 | $317.4 萬 | 0.14% | +283+2.5% | 加碼 |
| Fifth Third Wealth Advisors LLC | 11,709 | $317.5 萬 | 0.19% | +529+4.7% | 加碼 |
| Peoples Financial Services Corp. | 11,733 | $318.2 萬 | 1.44% | −284−2.4% | 減碼 |
| Global Retirement Partners, LLC | 11,758 | $318.9 萬 | 0.10% | +4,632+65.0% | 加碼 |
| Arete Wealth Advisors, LLC | 12,002 | $319.5 萬 | 0.27% | +1,383+13.0% | 加碼 |
| KCM Investment Advisors LLC | 11,878 | $322.1 萬 | 0.11% | +108+0.9% | 加碼 |
| Summit Trail Advisors, LLC | 11,906 | $322.9 萬 | 0.08% | +1,036+9.5% | 加碼 |
| Insigneo Advisory Services, LLC | 11,924 | $323.4 萬 | 0.33% | −683−5.4% | 減碼 |
| Parallel Advisors, LLC | 11,927 | $323.5 萬 | 0.08% | +896+8.1% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 11,963 | $324.4 萬 | 2.05% | −650−5.2% | 減碼 |
| Insight Inv LLC | 11,981 | $324.9 萬 | 2.73% | −600−4.8% | 減碼 |
| Change Path, LLC | 11,990 | $325.2 萬 | 0.11% | −103−0.9% | 減碼 |
| Independent Investors Inc | 12,000 | $325.4 萬 | 0.66% | 00.0% | 不變 |
| Two Sigma Investments, LP | 12,017 | $325.9 萬 | 0.01% | −7,773−39.3% | 減碼 |
| SOL Capital Management CO | 12,048 | $326.8 萬 | 0.36% | +25+0.2% | 加碼 |
| Frank, Rimerman Advisors LLC | 12,081 | $327.6 萬 | 0.23% | +1,028+9.3% | 加碼 |
| Rathbone Brothers plc | 12,128 | $328.9 萬 | 0.02% | −18−0.1% | 減碼 |
| Independent Financial Group, LLC | 12,270 | $332.8 萬 | 0.12% | +459+3.9% | 加碼 |
| Ahl Investment Management, Inc. | 12,306 | $333.7 萬 | 2.30% | −25−0.2% | 減碼 |
| Fortis Group Advisors, LLC | 12,326 | $334.3 萬 | 0.62% | −739−5.7% | 減碼 |
| Vinva Investment Management Ltd | 12,360 | $335.0 萬 | 0.15% | −326−2.6% | 減碼 |
| International Assets Investment Management, LLC | 909,737 | $335.4 萬 | 0.02% | +906,353+26,783.5% | 加碼 |
| Alight Capital Management LP | 12,400 | $336.3 萬 | 1.21% | +12,400 | 新進 |
| Bleakley Financial Group, LLC | 12,409 | $336.5 萬 | 0.10% | +297+2.5% | 加碼 |
| Ostrum Asset Management | 12,424 | $336.9 萬 | 0.28% | −595−4.6% | 減碼 |
| Cullen Investment Group, Ltd. | 12,432 | $337.1 萬 | 0.50% | +19+0.2% | 加碼 |
| Rehmann Capital Advisory Group | 12,382 | $337.2 萬 | 0.22% | −547−4.2% | 減碼 |
| Sawyer & Company, Inc | 12,447 | $337.6 萬 | 1.25% | −23−0.2% | 減碼 |
| Centiva Capital, LP | 12,483 | $338.5 萬 | 0.15% | −6,391−33.9% | 減碼 |
| Connable Office Inc | 12,606 | $341.9 萬 | 0.34% | +53+0.4% | 加碼 |
| Trajan Wealth LLC | 12,615 | $342.1 萬 | 0.20% | +1,792+16.6% | 加碼 |
| We Are One Seven, LLC | 12,641 | $342.8 萬 | 0.15% | +6,538+107.1% | 加碼 |
| Invesco, LLC | 12,654 | $343.2 萬 | 1.37% | −110−0.9% | 減碼 |
| Cito Capital Group, LLC | 12,725 | $345.1 萬 | 1.29% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 12,739 | $345.5 萬 | 0.14% | +1,874+17.2% | 加碼 |
| Quadrant Capital Group LLC | 12,760 | $346.1 萬 | 0.24% | +68+0.5% | 加碼 |
| Webster Bank, N. A. | 12,781 | $346.6 萬 | 0.37% | −880−6.4% | 減碼 |
| Chicago Capital, LLC | 12,855 | $348.6 萬 | 0.10% | +276+2.2% | 加碼 |
| Profund Advisors LLC | 12,861 | $348.8 萬 | 0.13% | +82+0.6% | 加碼 |
| Apollon Wealth Management, LLC | 12,903 | $349.9 萬 | 0.10% | +467+3.8% | 加碼 |
| AE Wealth Management LLC | 13,160 | $356.9 萬 | 0.03% | −1,819−12.1% | 減碼 |
| Greenfield Savings Bank | 13,165 | $357.0 萬 | 1.69% | +12+0.1% | 加碼 |
| Smith, Salley & Associates | 13,171 | $357.2 萬 | 0.23% | −27−0.2% | 減碼 |
| Hodges Capital Management Inc. | 13,407 | $363.6 萬 | 0.23% | −2,823−17.4% | 減碼 |
| Townsend & Associates, Inc | 13,416 | $363.9 萬 | 0.37% | +124+0.9% | 加碼 |
| Proequities, Inc. | 13,421 | $364.0 萬 | 0.22% | −391−2.8% | 減碼 |
| Grandfield & Dodd, LLC | 13,484 | $365.7 萬 | 0.22% | +13+0.1% | 加碼 |
| Meeder Advisory Services, Inc. | 13,499 | $366.1 萬 | 0.24% | +400+3.1% | 加碼 |
| Jacobi Capital Management LLC | 13,503 | $366.2 萬 | 0.28% | +145+1.1% | 加碼 |
| Teachers Insurance & Annuity Association of America | 13,535 | $367.1 萬 | 5.61% | +13,535 | 新進 |
| Tower Bridge Advisors | 13,627 | $369.6 萬 | 0.38% | 00.0% | 不變 |
| Evercore Wealth Management, LLC | 13,688 | $371.2 萬 | 0.06% | −560−3.9% | 減碼 |
| Principal Securities, Inc. | 13,771 | $373.5 萬 | 0.09% | +1,193+9.5% | 加碼 |
| TD Private Client Wealth LLC | 13,794 | $374.1 萬 | 0.11% | +870+6.7% | 加碼 |
| Canandaigua National Bank & Trust Co | 13,852 | $375.7 萬 | 0.36% | −397−2.8% | 減碼 |
| ProVise Management Group, LLC | 13,860 | $375.9 萬 | 0.30% | −110−0.8% | 減碼 |
| Nemes Rush Group LLC | 16,520 | $376.1 萬 | 0.55% | −100−0.6% | 減碼 |
| BLB&B Advisors, LLC | 13,896 | $376.9 萬 | 0.19% | +2,474+21.7% | 加碼 |
| Hilltop Holdings Inc. | 13,912 | $377.3 萬 | 0.25% | +3,552+34.3% | 加碼 |
| Lodestone Wealth Management LLC | 13,983 | $379.2 萬 | 1.92% | −141−1.0% | 減碼 |
| Brendel Financial Advisors LLC | 14,021 | $380.2 萬 | 2.16% | 00.0% | 不變 |
| Herbst Group, LLC | 14,041 | $380.8 萬 | 2.36% | +760+5.7% | 加碼 |
| Compass Wealth Management LLC | 14,085 | $382.0 萬 | 0.90% | −920−6.1% | 減碼 |
| Hartline Investment Corp | 14,086 | $382.0 萬 | 0.48% | +3,242+29.9% | 加碼 |
| Merit Financial Group, LLC | 14,122 | $383.0 萬 | 0.09% | +516+3.8% | 加碼 |
| Columbia Asset Management | 14,150 | $383.7 萬 | 0.68% | +281+2.0% | 加碼 |
| BNC Wealth Management, LLC | 14,179 | $384.5 萬 | 1.42% | +602+4.4% | 加碼 |
| Gotham Asset Management, LLC | 14,201 | $385.1 萬 | 0.04% | +2,236+18.7% | 加碼 |
| Capital International Inc | 14,224 | $385.8 萬 | 0.05% | +432+3.1% | 加碼 |
| West Oak Capital, LLC | 14,282 | $387.3 萬 | 0.72% | −380−2.6% | 減碼 |
| South State Corp. | 14,287 | $387.5 萬 | 0.27% | +433+3.1% | 加碼 |
| Empowered Funds, LLC | 14,291 | $387.6 萬 | 0.06% | +281+2.0% | 加碼 |
| Signaturefd, LLC | 14,297 | $387.7 萬 | 0.07% | +33+0.2% | 加碼 |
| Buckhead Capital Management LLC | 14,334 | $388.7 萬 | 1.23% | −864−5.7% | 減碼 |
| New England Asset Management Inc | 14,410 | $390.8 萬 | 0.61% | −1,010−6.5% | 減碼 |
| TCTC Holdings, LLC | 14,434 | $391.5 萬 | 0.13% | +64+0.4% | 加碼 |
| Schechter Investment Advisors, LLC | 14,489 | $392.9 萬 | 0.29% | −465−3.1% | 減碼 |
| Taurus Asset Management, LLC | 14,498 | $393.2 萬 | 0.38% | −11,300−43.8% | 減碼 |
| Horizon Investment Services, LLC | 14,556 | $394.8 萬 | 1.69% | +6,385+78.1% | 加碼 |
| William Allan, LLC | 14,563 | $395.0 萬 | 2.45% | −141−1.0% | 減碼 |
| Aviance Capital Partners, LLC | 14,590 | $395.6 萬 | 0.52% | +153+1.1% | 加碼 |