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 |
|---|---|---|---|---|---|
| East Coast Asset Management, LLC. | 1,442 | $39.1 萬 | 0.13% | 00.0% | 不變 |
| Crew Capital Management, Ltd. | 1,445 | $39.2 萬 | 0.31% | 00.0% | 不變 |
| Davidson Trust Co | 1,449 | $39.3 萬 | 0.20% | −65−4.3% | 減碼 |
| Aire Advisors, LLC | 1,460 | $39.6 萬 | 0.09% | 00.0% | 不變 |
| Armstrong Advisory Group, Inc | 1,460 | $39.6 萬 | 0.03% | 00.0% | 不變 |
| Wellspring Financial Advisors, LLC | 1,461 | $39.6 萬 | 0.05% | +1,461 | 新進 |
| Enclave Advisors LLC | 1,462 | $39.7 萬 | 0.07% | +1,462 | 新進 |
| Five Oceans Advisors | 1,465 | $39.7 萬 | 0.19% | +4+0.3% | 加碼 |
| UMA Financial Services, Inc. | 1,434 | $39.8 萬 | 0.07% | +12+0.8% | 加碼 |
| Sovereign Financial Group, Inc. | 1,467 | $39.8 萬 | 0.09% | +38+2.7% | 加碼 |
| OneAscent Financial Services LLC | 1,467 | $39.8 萬 | 0.29% | −309−17.4% | 減碼 |
| First Business Financial Services, Inc. | 1,468 | $39.8 萬 | 0.04% | 00.0% | 不變 |
| Private Portfolio Partners LLC | 1,471 | $39.9 萬 | 0.07% | +1,471 | 新進 |
| Sivia Capital Partners, LLC | 1,471 | $39.9 萬 | 0.24% | +31+2.2% | 加碼 |
| First National Corp | 1,471 | $39.9 萬 | 0.09% | +7+0.5% | 加碼 |
| Elevated Capital Advisors, LLC | 1,472 | $39.9 萬 | 0.11% | 00.0% | 不變 |
| Trust Co of the South | 1,474 | $40.0 萬 | 0.08% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 1,475 | $40.0 萬 | 0.03% | −5,820−79.8% | 減碼 |
| Northstar Asset Management LLC | 1,475 | $40.0 萬 | 0.09% | 00.0% | 不變 |
| Oxford Asset Management LLP | 1,476 | $40.0 萬 | 0.33% | +1,476 | 新進 |
| Evergreen Wealth Solutions, LLC | 1,476 | $40.0 萬 | 0.27% | −258−14.9% | 減碼 |
| Onefund, LLC | 1,477 | $40.1 萬 | 0.41% | −19−1.3% | 減碼 |
| Optas, LLC | 1,478 | $40.1 萬 | 0.09% | +423+40.1% | 加碼 |
| Wolverine Trading, LLC | 1,480 | $40.1 萬 | 0.01% | +1,480 | 新進 |
| Hamilton Capital, LLC | 1,487 | $40.2 萬 | 0.03% | +118+8.6% | 加碼 |
| Trust Co of Virginia | 1,481 | $40.2 萬 | 0.04% | −100−6.3% | 減碼 |
| Perennial Investment Advisors, LLC | 1,483 | $40.2 萬 | 0.05% | −15−1.0% | 減碼 |
| Delta Asset Management LLC | 1,486 | $40.3 萬 | 0.03% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 1,486 | $40.3 萬 | 0.06% | 00.0% | 不變 |
| Golden State Equity Partners | 1,489 | $40.4 萬 | 0.06% | +7+0.5% | 加碼 |
| Walker Asset Management, LLC | 1,489 | $40.4 萬 | 0.25% | +3+0.2% | 加碼 |
| Davis R M Inc | 1,491 | $40.4 萬 | 0.01% | −28−1.8% | 減碼 |
| ICONIQ Capital, LLC | 1,491 | $40.4 萬 | 0.01% | +1,491 | 新進 |
| OneAscent Wealth Management LLC | 1,496 | $40.6 萬 | 0.15% | 00.0% | 不變 |
| Veritas Investment Partners (UK) Ltd. | 1,500 | $40.7 萬 | 0.01% | −1,300−46.4% | 減碼 |
| First Personal Financial Services | 1,500 | $40.7 萬 | 0.09% | 00.0% | 不變 |
| Wimmer Associates 1, LLC | 1,500 | $40.7 萬 | 0.20% | 00.0% | 不變 |
| Asset Advisors Investment Management, LLC | 1,500 | $40.7 萬 | 0.04% | 00.0% | 不變 |
| Compass Ion Advisors, LLC | 1,500 | $40.7 萬 | 0.05% | +10+0.7% | 加碼 |
| Professional Advisory Services Inc | 1,500 | $40.7 萬 | 0.05% | 00.0% | 不變 |
| M3 Advisory Group, LLC | 1,504 | $40.8 萬 | 0.30% | +129+9.4% | 加碼 |
| Northwest Bancshares, Inc. | 1,509 | $40.9 萬 | 0.07% | 00.0% | 不變 |
| Ariston Services Group | 1,520 | $41.2 萬 | 0.36% | 00.0% | 不變 |
| MV Capital Management, Inc. | 1,521 | $41.2 萬 | 0.04% | +11+0.7% | 加碼 |
| Boit C F David | 1,525 | $41.3 萬 | 0.20% | 00.0% | 不變 |
| KFA Private Wealth Group, LLC | 1,533 | $41.6 萬 | 0.20% | 00.0% | 不變 |
| First Trust Investment Solutions L.P. | 1,540 | $41.8 萬 | 0.05% | −57−3.6% | 減碼 |
| Tower Wealth Partners, Inc. | 1,541 | $41.8 萬 | 0.24% | +1,541 | 新進 |
| Michael B. Yongue | 1,545 | $41.9 萬 | 0.34% | 00.0% | 不變 |
| Skba Capital Management LLC | 1,550 | $42.0 萬 | 0.06% | −100−6.1% | 減碼 |
| Amplius Wealth Advisors, LLC | 1,550 | $42.0 萬 | 0.05% | +2+0.1% | 加碼 |
| Sageworth Trust Co | 1,550 | $42.0 萬 | 0.03% | +1,550 | 新進 |
| Annex Advisory Services, LLC | 1,556 | $42.2 萬 | 0.01% | +28+1.8% | 加碼 |
| Shulman DeMeo Asset Management LLC | 1,557 | $42.2 萬 | 0.10% | +4+0.3% | 加碼 |
| Keebeck Wealth Management, LLC | 1,559 | $42.3 萬 | 0.06% | −28−1.8% | 減碼 |
| JFS Wealth Advisors, LLC | 1,561 | $42.3 萬 | 0.03% | +6+0.4% | 加碼 |
| Hemington Wealth Management | 1,570 | $42.4 萬 | 0.11% | +14+0.9% | 加碼 |
| Forza Wealth Management, LLC | 1,566 | $42.5 萬 | 0.19% | −42−2.6% | 減碼 |
| Rockbridge Investment Management, LCC | 1,567 | $42.5 萬 | 0.06% | 00.0% | 不變 |
| Bahl & Gaynor Inc | 1,575 | $42.7 萬 | 0.00% | −15−0.9% | 減碼 |
| Wealth Advisory Solutions, LLC | 1,576 | $42.7 萬 | 0.12% | 00.0% | 不變 |
| Kelman-Lazarov, Inc. | 1,579 | $42.8 萬 | 0.07% | 00.0% | 不變 |
| Rebalance, LLC | 1,585 | $43.0 萬 | 0.03% | −273−14.7% | 減碼 |
| Central Bank & Trust Co | 1,591 | $43.1 萬 | 0.06% | −224−12.3% | 減碼 |
| MONECO Advisors, LLC | 1,592 | $43.2 萬 | 0.05% | +37+2.4% | 加碼 |
| City Holding Co | 1,596 | $43.3 萬 | 0.06% | 00.0% | 不變 |
| Capital Square, LLC | 1,597 | $43.3 萬 | 0.26% | −287−15.2% | 減碼 |
| Alta Advisers Ltd | 1,600 | $43.4 萬 | 0.20% | 00.0% | 不變 |
| Cornell Pochily Investment Advisors, Inc. | 1,603 | $43.5 萬 | 0.15% | +3+0.2% | 加碼 |
| Whitaker-Myers Wealth Managers, LTD. | 1,605 | $43.5 萬 | 0.14% | +143+9.8% | 加碼 |
| Peterson Wealth Services | 1,610 | $43.7 萬 | 0.14% | +2+0.1% | 加碼 |
| Kolinsky Wealth Management, LLC | 1,612 | $43.7 萬 | 0.28% | −1−0.1% | 減碼 |
| StoneX Group Inc. | 1,617 | $43.9 萬 | 0.03% | −207−11.3% | 減碼 |
| Sterling Investment Advisors, Ltd. | 1,618 | $43.9 萬 | 0.11% | 00.0% | 不變 |
| Eagle Bay Advisors LLC | 1,620 | $43.9 萬 | 0.17% | −30−1.8% | 減碼 |
| Bullock Wealth Management Group | 1,637 | $44.0 萬 | 0.27% | +216+15.2% | 加碼 |
| Trustmark National Bank Trust Department | 1,623 | $44.0 萬 | 0.03% | +10+0.6% | 加碼 |
| Meadow Creek Wealth Advisors LLC | 1,625 | $44.1 萬 | 0.35% | 00.0% | 不變 |
| Steigerwald, Gordon & Koch Inc. | 1,630 | $44.2 萬 | 0.05% | 00.0% | 不變 |
| Schubert & Co | 1,632 | $44.3 萬 | 0.31% | +6+0.4% | 加碼 |
| Legacy Financial Strategies, LLC | 1,632 | $44.3 萬 | 0.10% | +40+2.5% | 加碼 |
| McElhenny Sheffield Capital Management, LLC | 1,637 | $44.4 萬 | 0.15% | +2+0.1% | 加碼 |
| Means Investment Co., Inc. | 1,641 | $44.5 萬 | 0.05% | −73−4.3% | 減碼 |
| David Loasby | 1,658 | $44.5 萬 | 0.04% | +181+12.3% | 加碼 |
| Worth Financial Advisory Group, LLC | 1,643 | $44.6 萬 | 0.26% | −32−1.9% | 減碼 |
| Acorn Wealth Advisors, LLC | 1,644 | $44.6 萬 | 0.19% | 00.0% | 不變 |
| Kowal Investment Group, LLC | 1,644 | $44.6 萬 | 0.08% | +227+16.0% | 加碼 |
| Act Two Investors LLC | 1,645 | $44.6 萬 | 0.08% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 1,646 | $44.6 萬 | 0.04% | +306+22.8% | 加碼 |
| Trilogy Capital Inc. | 1,655 | $44.9 萬 | 0.02% | +47+2.9% | 加碼 |
| Strategy Asset Managers LLC | 1,658 | $45.0 萬 | 0.09% | −160−8.8% | 減碼 |
| Alpha Cubed Investments, LLC | 1,659 | $45.0 萬 | 0.02% | +33+2.0% | 加碼 |
| Callan Capital, LLC | 1,660 | $45.0 萬 | 0.03% | +390+30.7% | 加碼 |
| Advus Financial Partners, LLC | 1,660 | $45.0 萬 | 0.13% | −3−0.2% | 減碼 |
| LCNB Corp | 1,662 | $45.1 萬 | 0.16% | 00.0% | 不變 |
| Vista Investment Partners LLC | 1,665 | $45.1 萬 | 0.14% | +1+0.1% | 加碼 |
| Centric Wealth Management | 1,534 | $45.3 萬 | 0.12% | 00.0% | 不變 |
| Investors Research Corp | 1,675 | $45.4 萬 | 0.10% | 00.0% | 不變 |
| Burney Co | 1,676 | $45.5 萬 | 0.02% | 00.0% | 不變 |
| Sentinus, LLC | 1,677 | $45.5 萬 | 0.17% | +24+1.5% | 加碼 |