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 |
|---|---|---|---|---|---|
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $545.6 萬 | 1.83% | 00.0% | 不變 |
| Kathleen S. Wright Associates Inc. | 20,427 | $553.1 萬 | 2.28% | 00.0% | 不變 |
| Empirical Finance, LLC | 20,444 | $554.4 萬 | 0.32% | +347+1.7% | 加碼 |
| Impact Asset Management GmbH | 20,550 | $557.3 萬 | 2.14% | +20,550 | 新進 |
| Stephens Inc | 20,593 | $558.5 萬 | 0.08% | −75−0.4% | 減碼 |
| Norden Group LLC | 20,639 | $559.7 萬 | 0.66% | +19,054+1,202.1% | 加碼 |
| First Hawaiian Bank | 20,696 | $561.3 萬 | 0.18% | +3,243+18.6% | 加碼 |
| Trinity Legacy Partners, LLC | 20,336 | $562.3 萬 | 1.44% | −1,503−6.9% | 減碼 |
| Northstar Group, Inc. | 20,755 | $562.9 萬 | 0.98% | 00.0% | 不變 |
| Salvus Wealth Management, LLC | 20,825 | $564.8 萬 | 3.47% | −1,064−4.9% | 減碼 |
| Oddo BHF Asset Management SAS | 21,015 | $569.9 萬 | 0.28% | +21,015 | 新進 |
| Omers Administration Corp | 21,139 | $573.3 萬 | 0.05% | −700−3.2% | 減碼 |
| Fort Sheridan Advisors LLC | 21,157 | $573.8 萬 | 0.87% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 21,305 | $577.8 萬 | 0.07% | +44+0.2% | 加碼 |
| Chapman Investment Management, LLC | 21,381 | $579.9 萬 | 4.24% | +240+1.1% | 加碼 |
| EP Wealth Advisors, LLC | 21,388 | $580.1 萬 | 0.05% | −294−1.4% | 減碼 |
| Greenleaf Trust | 21,436 | $581.3 萬 | 0.05% | +81+0.4% | 加碼 |
| Fiduciary Group LLC | 21,456 | $581.9 萬 | 0.59% | −102−0.5% | 減碼 |
| Hi-Line Capital Management, LLC | 21,517 | $583.5 萬 | 2.87% | −27,285−55.9% | 減碼 |
| Milestone Asset Management, LLC | 21,539 | $584.1 萬 | 1.31% | +4,390+25.6% | 加碼 |
| Sequoia Financial Advisors, LLC | 21,562 | $584.8 萬 | 0.06% | +9,000+71.6% | 加碼 |
| Artemis Investment Management LLP | 21,705 | $588.6 萬 | 0.09% | −126,061−85.3% | 減碼 |
| Gilman Hill Asset Management, LLC | 21,787 | $590.9 萬 | 0.99% | +1,555+7.7% | 加碼 |
| Advisory Services Network, LLC | 25,584 | $592.4 萬 | 0.12% | 00.0% | 不變 |
| Benson Investment Management Company, Inc. | 21,932 | $594.8 萬 | 2.35% | −14−0.1% | 減碼 |
| Longbow Finance SA | 22,048 | $597.9 萬 | 0.64% | +3,972+22.0% | 加碼 |
| Naples Global Advisors, LLC | 22,079 | $598.8 萬 | 0.56% | −70−0.3% | 減碼 |
| Umb Bank N A | 22,133 | $600.2 萬 | 0.09% | +1,340+6.4% | 加碼 |
| Family Management Corp | 22,179 | $601.5 萬 | 1.00% | +40.0% | 加碼 |
| Kingsview Wealth Management, LLC | 22,259 | $603.7 萬 | 0.13% | +1,763+8.6% | 加碼 |
| Bremer Bank National Association | 22,304 | $604.9 萬 | 1.14% | −917−3.9% | 減碼 |
| Raymond James Trust N.A. | 22,346 | $606.0 萬 | 0.13% | −386−1.7% | 減碼 |
| Condor Capital Management | 22,362 | $606.5 萬 | 0.55% | +5,266+30.8% | 加碼 |
| Grassi Investment Management | 22,460 | $609.1 萬 | 0.53% | 00.0% | 不變 |
| ExodusPoint Capital Management, LP | 22,534 | $611.1 萬 | 0.06% | +22,534 | 新進 |
| Chemung Canal Trust Co | 22,550 | $611.6 萬 | 1.24% | −15,749−41.1% | 減碼 |
| Montag A & Associates Inc | 22,594 | $612.8 萬 | 0.29% | +1,651+7.9% | 加碼 |
| Hutner Capital Management Inc | 22,677 | $615.0 萬 | 3.06% | −100−0.4% | 減碼 |
| Scotia Capital Inc. | 22,846 | $619.6 萬 | 0.03% | +6,443+39.3% | 加碼 |
| CWM, LLC | 22,983 | $623.3 萬 | 0.03% | +1,857+8.8% | 加碼 |
| RBF Capital, LLC | 23,000 | $623.8 萬 | 0.32% | 00.0% | 不變 |
| Bretton Capital Management, LLC | 23,100 | $626.5 萬 | 5.98% | +23,100 | 新進 |
| Chicago Trust Co NA | 23,139 | $627.5 萬 | 1.08% | +835+3.7% | 加碼 |
| Sandhill Capital Partners LLC | 23,159 | $628.1 萬 | 0.45% | +677+3.0% | 加碼 |
| GYL Financial Synergies, LLC | 23,183 | $628.7 萬 | 0.47% | −182−0.8% | 減碼 |
| Freestone Capital Holdings, LLC | 23,266 | $631.0 萬 | 0.22% | +55+0.2% | 加碼 |
| Graham Capital Management, L.P. | 23,322 | $632.5 萬 | 0.21% | +23,322 | 新進 |
| Kingfisher Capital LLC | 23,361 | $633.5 萬 | 1.45% | −1,221−5.0% | 減碼 |
| Silvant Capital Management LLC | 23,379 | $634.0 萬 | 0.28% | −1,500−6.0% | 減碼 |
| Wetherby Asset Management Inc | 23,387 | $634.3 萬 | 0.29% | −668−2.8% | 減碼 |
| E. Ohman J:or Asset Management AB | 23,400 | $634.6 萬 | 0.16% | −1,200−4.9% | 減碼 |
| Plato Investment Management Ltd | 23,437 | $635.0 萬 | 0.52% | +1,041+4.6% | 加碼 |
| Trust Co of Vermont | 23,459 | $636.2 萬 | 0.32% | +565+2.5% | 加碼 |
| Synovus Financial Corp | 23,491 | $637.0 萬 | 0.07% | +856+3.8% | 加碼 |
| Concentric Wealth Management, LLC | 23,510 | $637.6 萬 | 1.55% | −854−3.5% | 減碼 |
| Community Financial Services Group, LLC | 23,510 | $637.6 萬 | 1.30% | −261−1.1% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 23,705 | $642.9 萬 | 0.61% | +377+1.6% | 加碼 |
| Wisconsin Capital Management LLC | 23,769 | $644.6 萬 | 3.38% | +12+0.1% | 加碼 |
| Bell Asset Management Ltd | 23,811 | $645.8 萬 | 1.18% | −12,630−34.7% | 減碼 |
| Moran Wealth Management, LLC | 23,854 | $646.9 萬 | 0.20% | +23,854 | 新進 |
| Veriti Management LLC | 24,243 | $657.5 萬 | 0.35% | +3,319+15.9% | 加碼 |
| Venture Visionary Partners LLC | 24,251 | $657.7 萬 | 0.29% | −580−2.3% | 減碼 |
| Hendershot Investments Inc. | 24,372 | $661.0 萬 | 0.90% | −3,900−13.8% | 減碼 |
| Investment Management Corp of Ontario | 24,441 | $662.8 萬 | 0.15% | +6,200+34.0% | 加碼 |
| NEOS Investment Management LLC | 24,493 | $664.3 萬 | 0.20% | +4,872+24.8% | 加碼 |
| Roundview Capital LLC | 24,537 | $665.4 萬 | 0.48% | −1,048−4.1% | 減碼 |
| McMahon Financial Advisors, LLC | 24,559 | $666.0 萬 | 1.46% | +24,278+8,639.9% | 加碼 |
| NewEdge Wealth, LLC | 24,631 | $668.0 萬 | 0.12% | +7,416+43.1% | 加碼 |
| Warther Private Wealth, LLC | 24,727 | $670.6 萬 | 2.36% | −4,710−16.0% | 減碼 |
| Avantax Advisory Services, Inc. | 24,751 | $671.3 萬 | 0.04% | +2,133+9.4% | 加碼 |
| Wedbush Securities Inc | 24,779 | $672.0 萬 | 0.25% | −3,529−12.5% | 減碼 |
| Bokf, NA | 25,039 | $672.5 萬 | 0.12% | −165−0.7% | 減碼 |
| Resources Investment Advisors, LLC. | 24,860 | $674.2 萬 | 0.08% | −1,771−6.7% | 減碼 |
| Siemens Fonds Invest GmbH | 24,905 | $675.4 萬 | 0.54% | −608−2.4% | 減碼 |
| Bleichroeder LP | 25,000 | $678.0 萬 | 1.82% | 00.0% | 不變 |
| Long Corridor Asset Management Ltd | 25,000 | $678.0 萬 | 5.97% | 00.0% | 不變 |
| Morningstar Investment Services LLC | 25,321 | $686.3 萬 | 0.07% | +344+1.4% | 加碼 |
| Chatham Capital Group, Inc. | 25,396 | $688.7 萬 | 1.13% | +95+0.4% | 加碼 |
| Jones Financial Companies LLLP | 25,462 | $690.2 萬 | 0.01% | +11,597+83.6% | 加碼 |
| Riggs Asset Managment Co. Inc. | 25,531 | $692.4 萬 | 1.89% | +64+0.3% | 加碼 |
| Adalta Capital Management LLC | 25,605 | $694.4 萬 | 3.58% | 00.0% | 不變 |
| First Interstate Bank | 25,618 | $694.8 萬 | 0.42% | −745−2.8% | 減碼 |
| AMG National Trust Bank | 25,623 | $694.8 萬 | 0.19% | −7,684−23.1% | 減碼 |
| Reliant Investment Management, LLC | 25,649 | $695.6 萬 | 3.27% | −158−0.6% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 25,825 | $700.4 萬 | 0.69% | −1,365−5.0% | 減碼 |
| Arcadia Investment Management Corp | 25,834 | $700.6 萬 | 1.15% | +144+0.6% | 加碼 |
| Foster Group, Inc. | 25,872 | $701.7 萬 | 0.26% | −110.0% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 26,488 | $717.6 萬 | 0.26% | −229−0.9% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 27,000 | $732.2 萬 | 0.08% | 00.0% | 不變 |
| Assenagon Asset Management S.A. | 27,025 | $732.9 萬 | 0.02% | +1,707+6.7% | 加碼 |
| Adviser Investments LLC | 27,036 | $733.2 萬 | 0.09% | +1,213+4.7% | 加碼 |
| Coastline Trust Co | 27,080 | $734.4 萬 | 0.86% | +858+3.3% | 加碼 |
| Acadian Asset Management LLC | 27,213 | $737.7 萬 | 0.02% | −13,279−32.8% | 減碼 |
| Agf Management Ltd | 27,259 | $739.3 萬 | 0.04% | −1,563−5.4% | 減碼 |
| Erste Asset Management GmbH | 27,330 | $740.8 萬 | 0.09% | +3,691+15.6% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 27,406 | $743.3 萬 | 1.82% | +72+0.3% | 加碼 |
| JTC Employer Solutions Trusteee Ltd | 27,500 | $745.7 萬 | 0.49% | 00.0% | 不變 |
| New Mexico Educational Retirement Board | 27,763 | $752.9 萬 | 0.25% | −1,200−4.1% | 減碼 |
| Avitas Wealth Management LLC | 28,076 | $761.4 萬 | 1.07% | +394+1.4% | 加碼 |
| Metis Global Partners, LLC | 28,336 | $768.5 萬 | 0.24% | +780+2.8% | 加碼 |