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 +136 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
- 230
- 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 | 2,912 | $1,748 億 |
| 2025 年第 4 季 | 3,043 | $2,168 億 |
| 2025 年第 3 季 | 2,758 | $1,934 億 |
| 2025 年第 2 季 | 2,719 | $1,899 億 |
| 2025 年第 1 季 | 2,627 | $1,607 億 |
| 2024 年第 4 季 | 2,642 | $1,775 億 |
| 2024 年第 3 季 | 2,459 | $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 |
|---|---|---|---|---|---|
| Heartwood Wealth Advisors LLC | 1,221 | $33.1 萬 | 0.04% | 00.0% | 不變 |
| Key Financial Inc | 1,222 | $33.1 萬 | 0.07% | +9+0.7% | 加碼 |
| Heartland Bank & Trust Co | 1,225 | $33.2 萬 | 0.18% | +5+0.4% | 加碼 |
| Kapstone Financial Advisors LLC | 1,227 | $33.3 萬 | 0.20% | 00.0% | 不變 |
| Godsey & Gibb Associates | 1,227 | $33.3 萬 | 0.03% | +41+3.5% | 加碼 |
| Family Firm, Inc. | 1,229 | $33.3 萬 | 0.07% | +47+4.0% | 加碼 |
| Nations Financial Group Inc, | 1,231 | $33.4 萬 | 0.02% | +347+39.3% | 加碼 |
| Austin Wealth Management, LLC | 1,245 | $33.4 萬 | 0.07% | 00.0% | 不變 |
| Brass Tax Wealth Management, Inc | 1,239 | $33.6 萬 | 0.07% | +1,239 | 新進 |
| Blue Square Asset Management, LLC | 1,240 | $33.6 萬 | 0.18% | 00.0% | 不變 |
| Regal Investment Advisors LLC | 1,242 | $33.7 萬 | 0.02% | −399−24.3% | 減碼 |
| Tanglewood Legacy Advisors, LLC | 1,247 | $33.8 萬 | 0.15% | 00.0% | 不變 |
| One Wealth Advisors, LLC | 1,250 | $33.9 萬 | 0.05% | +5+0.4% | 加碼 |
| E&G Advisors, LP | 1,251 | $33.9 萬 | 0.09% | +1+0.1% | 加碼 |
| EntryPoint Capital, LLC | 1,254 | $34.0 萬 | 0.19% | −16−1.3% | 減碼 |
| BBR Partners, LLC | 1,255 | $34.0 萬 | 0.03% | −57−4.3% | 減碼 |
| Manchester Financial Inc | 1,257 | $34.1 萬 | 0.07% | −7−0.6% | 減碼 |
| Tortoise Investment Management, LLC | 1,262 | $34.2 萬 | 0.04% | +113+9.8% | 加碼 |
| Valmark Advisers, Inc. | 1,264 | $34.3 萬 | 0.01% | −33−2.5% | 減碼 |
| Hall Laurie J Trustee | 1,264 | $34.3 萬 | 0.11% | −40−3.1% | 減碼 |
| ETF Portfolio Partners, Inc. | 1,269 | $34.4 萬 | 0.10% | 00.0% | 不變 |
| Stockman Wealth Management, Inc. | 1,270 | $34.4 萬 | 0.05% | −6−0.5% | 減碼 |
| Southeast Asset Advisors Inc. | 1,273 | $34.5 萬 | 0.04% | +3+0.2% | 加碼 |
| Bouchey Financial Group Ltd | 1,273 | $34.5 萬 | 0.03% | −307−19.4% | 減碼 |
| Brandywine Oak Private Wealth LLC | 1,274 | $34.6 萬 | 0.03% | 00.0% | 不變 |
| MJP Associates Inc | 1,275 | $34.6 萬 | 0.07% | −48−3.6% | 減碼 |
| 4J Wealth Management LLC | 1,278 | $34.7 萬 | 0.27% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 1,281 | $34.7 萬 | 0.04% | +15+1.2% | 加碼 |
| Kathmere Capital Management, LLC | 1,283 | $34.8 萬 | 0.03% | +154+13.6% | 加碼 |
| Willner & Heller, LLC | 1,283 | $34.8 萬 | 0.31% | +196+18.0% | 加碼 |
| Gryphon Financial Partners LLC | 1,284 | $34.8 萬 | 0.05% | +60+4.9% | 加碼 |
| Mainstream Capital Management LLC | 1,286 | $34.9 萬 | 0.30% | +1,286 | 新進 |
| Blueprint Investment Partners LLC | 1,288 | $34.9 萬 | 0.06% | −543−29.7% | 減碼 |
| Y.D. More Investments Ltd | 1,297 | $35.1 萬 | 0.04% | +81+6.7% | 加碼 |
| Mayfair Advisory Group, LLC | 1,273 | $35.1 萬 | 0.22% | −50−3.8% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 1,296 | $35.2 萬 | 0.03% | +271+26.4% | 加碼 |
| Nwam LLC | 1,296 | $35.2 萬 | 0.02% | +1,296 | 新進 |
| Fagan Associates, Inc. | 1,300 | $35.3 萬 | 0.06% | −360−21.7% | 減碼 |
| Puzo Michael J | 1,300 | $35.3 萬 | 0.09% | −100−7.1% | 減碼 |
| Wexford Capital LP | 1,300 | $35.3 萬 | 0.08% | 00.0% | 不變 |
| Libra Wealth LLC | 1,300 | $35.3 萬 | 0.14% | 00.0% | 不變 |
| EPG Wealth Management LLC | 1,305 | $35.4 萬 | 0.09% | +1,305 | 加碼 |
| Alpha Family Trust | 1,305 | $35.4 萬 | 0.20% | 00.0% | 不變 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,306 | $35.4 萬 | 0.19% | 00.0% | 不變 |
| Maia Wealth LLC | 1,312 | $35.4 萬 | 0.09% | +139+11.8% | 加碼 |
| Safeguard Financial, LLC | 1,309 | $35.5 萬 | 0.08% | +1,309 | 新進 |
| Sandy Cove Advisors, LLC | 1,310 | $35.5 萬 | 0.14% | +48+3.8% | 加碼 |
| Heritage Financial Services, LLC | 1,311 | $35.6 萬 | 0.05% | 00.0% | 不變 |
| North Star Asset Management Inc | 1,312 | $35.6 萬 | 0.02% | +33+2.6% | 加碼 |
| Summit Asset Management, LLC | 1,315 | $35.7 萬 | 0.07% | 00.0% | 不變 |
| Fidelity D & D Bancorp Inc | 1,316 | $35.7 萬 | 0.24% | 00.0% | 不變 |
| Great Diamond Partners, LLC | 1,316 | $35.7 萬 | 0.09% | +1+0.1% | 加碼 |
| Advisors Management Group Inc | 1,320 | $35.8 萬 | 0.08% | −19−1.4% | 減碼 |
| Centaurus Financial, Inc. | 1,318 | $35.8 萬 | 0.02% | +97+7.9% | 加碼 |
| Sittner & Nelson, LLC | 1,323 | $35.9 萬 | 0.16% | +2+0.2% | 加碼 |
| Lafayette Investments, Inc. | 1,325 | $35.9 萬 | 0.08% | −103−7.2% | 減碼 |
| Walkner Condon Financial Advisors LLC | 1,330 | $36.1 萬 | 0.07% | −227−14.6% | 減碼 |
| Tyche Wealth Partners LLC | 1,335 | $36.2 萬 | 0.08% | +5+0.4% | 加碼 |
| Vigilare Wealth Management | 1,346 | $36.5 萬 | 0.15% | +1,346 | 新進 |
| MBB Public Markets I LLC | 1,350 | $36.6 萬 | 0.03% | −39,038−96.7% | 減碼 |
| Burns J W & Co Inc | 1,350 | $36.6 萬 | 0.05% | 00.0% | 不變 |
| Eagle Harbor Asset Management Inc | 1,356 | $36.8 萬 | 0.36% | 00.0% | 不變 |
| Colonial Trust Advisors | 1,356 | $36.8 萬 | 0.03% | 00.0% | 不變 |
| Houlihan Financial Resource Group, Ltd. | 1,357 | $36.8 萬 | 0.15% | 00.0% | 不變 |
| Ancora Advisors, LLC | 1,360 | $36.9 萬 | 0.01% | +3+0.2% | 加碼 |
| Legacy Private Trust Co. | 1,365 | $37.0 萬 | 0.02% | 00.0% | 不變 |
| Convergence Investment Partners, LLC | 1,366 | $37.0 萬 | 0.10% | −3,892−74.0% | 減碼 |
| 17 Capital Partners, LLC | 1,368 | $37.1 萬 | 0.24% | 00.0% | 不變 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,371 | $37.2 萬 | 0.03% | +501+57.6% | 加碼 |
| First Financial Bank - Trust Division | 1,372 | $37.2 萬 | 0.03% | −63−4.4% | 減碼 |
| CIC Wealth, LLC | 1,372 | $37.2 萬 | 0.10% | 00.0% | 不變 |
| Pacific Capital Wealth Advisors, Inc | 1,375 | $37.3 萬 | 0.06% | +11+0.8% | 加碼 |
| Retirement Planning Group | 1,379 | $37.4 萬 | 0.02% | +1,379 | 新進 |
| Silver Oak Securities, Inc | 1,389 | $37.4 萬 | 0.04% | +31+2.3% | 加碼 |
| Fragasso Group Inc. | 1,393 | $37.8 萬 | 0.03% | +64+4.8% | 加碼 |
| Fountainhead AM, LLC | 1,396 | $37.9 萬 | 0.08% | +2+0.1% | 加碼 |
| CTC Alternative Strategies, Ltd. | 1,398 | $37.9 萬 | 0.47% | −1,231−46.8% | 減碼 |
| Simplicity Wealth,LLC | 1,401 | $38.0 萬 | 0.04% | −12,108−89.6% | 減碼 |
| Independent Solutions Wealth Management, LLC | 1,402 | $38.0 萬 | 0.09% | −24−1.7% | 減碼 |
| Oxford Financial Group Ltd | 1,404 | $38.1 萬 | 0.02% | −168−10.7% | 減碼 |
| 626 Financial, LLC | 1,406 | $38.1 萬 | 0.21% | −427−23.3% | 減碼 |
| DRW Securities, LLC | 1,412 | $38.2 萬 | 0.02% | −14,884−91.3% | 減碼 |
| Peachtree Investment Partners, LLC | 1,409 | $38.2 萬 | 0.14% | +516+57.8% | 加碼 |
| Heritage Wealth Management, Inc. | 1,409 | $38.2 萬 | 0.13% | 00.0% | 不變 |
| Terra Nova Asset Management LLC | 1,413 | $38.3 萬 | 0.28% | +4+0.3% | 加碼 |
| Patten Group, Inc. | 1,416 | $38.4 萬 | 0.09% | 00.0% | 不變 |
| Garner Asset Management Corp | 1,421 | $38.5 萬 | 0.18% | 00.0% | 不變 |
| Capital Asset Advisory Services LLC | 1,433 | $38.6 萬 | 0.02% | −16−1.1% | 減碼 |
| Paul Damon & Associates, Inc. | 1,424 | $38.6 萬 | 0.25% | +8+0.6% | 加碼 |
| Kimelman & Baird, LLC | 1,425 | $38.6 萬 | 0.03% | 00.0% | 不變 |
| Heritage Wealth Advisors | 1,426 | $38.7 萬 | 0.02% | +105+7.9% | 加碼 |
| Good Life Advisors, LLC | 1,427 | $38.7 萬 | 0.02% | +1,427 | 新進 |
| KLCM Advisors, Inc. | 1,428 | $38.7 萬 | 0.05% | 00.0% | 不變 |
| Drive Wealth Management, LLC | 1,429 | $38.7 萬 | 0.10% | +55+4.0% | 加碼 |
| Fairfield, Bush & Co. | 1,430 | $38.8 萬 | 0.23% | 00.0% | 不變 |
| Koss-Olinger Consulting, LLC | 1,430 | $38.8 萬 | 0.03% | +16+1.1% | 加碼 |
| Consolidated Planning Corp | 1,433 | $38.9 萬 | 0.06% | +20+1.4% | 加碼 |
| Tillman Hartley LLC | 1,434 | $38.9 萬 | 0.12% | 00.0% | 不變 |
| Westover Capital Advisors, LLC | 1,440 | $39.1 萬 | 0.08% | 00.0% | 不變 |
| Financial Advisors, LLC | 1,440 | $39.1 萬 | 0.07% | 00.0% | 不變 |