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 |
|---|---|---|---|---|---|
| Empower Advisory Group, LLC | 10,017 | $271.7 萬 | 0.01% | +33+0.3% | 加碼 |
| NTV Asset Management LLC | 10,015 | $271.6 萬 | 0.36% | −25−0.2% | 減碼 |
| Sterling Capital Management LLC | 9,978 | $270.6 萬 | 0.03% | +9,978 | 新進 |
| Union Heritage Capital, LLC | 9,968 | $270.3 萬 | 1.00% | 00.0% | 不變 |
| Vident Advisory, LLC | 9,953 | $270.0 萬 | 0.07% | +2,407+31.9% | 加碼 |
| Wealthspire Advisors, LLC | 9,898 | $268.4 萬 | 0.03% | +4,428+81.0% | 加碼 |
| Bigelow Investment Advisors, LLC | 9,860 | $267.4 萬 | 1.19% | −120−1.2% | 減碼 |
| Sargent Investment Group, LLC | 9,852 | $267.2 萬 | 0.48% | +1,348+15.9% | 加碼 |
| Joel Isaacson & Co., LLC | 9,843 | $266.9 萬 | 0.13% | −256−2.5% | 減碼 |
| Wilkins Investment Counsel Inc | 9,832 | $266.6 萬 | 0.37% | −1,250−11.3% | 減碼 |
| Doheny Asset Management | 9,820 | $266.3 萬 | 1.82% | −50−0.5% | 減碼 |
| RFG Advisory, LLC | 9,802 | $265.8 萬 | 0.08% | +979+11.1% | 加碼 |
| Xcel Wealth Management, LLC | 9,793 | $265.6 萬 | 0.78% | −30−0.3% | 減碼 |
| Americana Partners, LLC | 9,772 | $265.0 萬 | 0.18% | +42+0.4% | 加碼 |
| Penobscot Investment Management Company, Inc. | 9,763 | $264.8 萬 | 0.24% | +154+1.6% | 加碼 |
| Inlet Private Wealth, LLC | 9,751 | $264.4 萬 | 0.67% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 9,659 | $262.0 萬 | 1.79% | +136+1.4% | 加碼 |
| Financial Security Advisor, Inc. | 9,655 | $261.9 萬 | 0.65% | −154−1.6% | 減碼 |
| Knuff & Co LLC | 9,650 | $261.7 萬 | 0.80% | 00.0% | 不變 |
| Marble Harbor Investment Counsel, LLC | 9,586 | $260.0 萬 | 0.28% | −25−0.3% | 減碼 |
| Evoke Wealth, LLC | 9,573 | $259.6 萬 | 0.07% | +9,573 | 新進 |
| Plimoth Trust Co LLC | 9,554 | $259.1 萬 | 0.65% | −377−3.8% | 減碼 |
| Trustco Bank Corp N Y | 9,514 | $258.0 萬 | 2.59% | −180−1.9% | 減碼 |
| Horizon Investments, LLC | 9,499 | $256.9 萬 | 0.07% | −1,105−10.4% | 減碼 |
| Hartford Funds Management Co LLC | 9,415 | $255.3 萬 | 0.24% | +231+2.5% | 加碼 |
| Evergreen Capital Management LLC | 9,389 | $254.6 萬 | 0.09% | +252+2.8% | 加碼 |
| Institute for Wealth Management, LLC. | 9,383 | $254.5 萬 | 0.32% | −18−0.2% | 減碼 |
| TAGStone Capital, Inc. | 9,356 | $253.7 萬 | 1.30% | +113+1.2% | 加碼 |
| HBK Sorce Advisory LLC | 9,346 | $253.5 萬 | 0.08% | +435+4.9% | 加碼 |
| Beacon Investment Advisors LLC | 9,328 | $253.0 萬 | 1.20% | 00.0% | 不變 |
| Carl P. Sherr & Co., LLC | 9,300 | $252.2 萬 | 1.33% | −99−1.1% | 減碼 |
| Moors & Cabot, Inc. | 9,291 | $252.0 萬 | 0.13% | +96+1.0% | 加碼 |
| Applied Capital LLC | 9,261 | $251.2 萬 | 1.96% | −70−0.8% | 減碼 |
| Parkside Financial Bank & Trust | 9,249 | $250.8 萬 | 0.35% | +582+6.7% | 加碼 |
| Stock Yards Bank & Trust Co | 9,227 | $250.2 萬 | 0.08% | −146−1.6% | 減碼 |
| Massmutual Trust Co FSB | 9,224 | $250.2 萬 | 0.07% | +549+6.3% | 加碼 |
| Northern Financial Advisors Inc | 9,193 | $249.3 萬 | 1.89% | +94+1.0% | 加碼 |
| EFG Asset Management (North America) Corp. | 9,151 | $248.1 萬 | 0.41% | −393−4.1% | 減碼 |
| Mindset Wealth Management, LLC | 9,105 | $246.9 萬 | 1.02% | +9,105 | 新進 |
| Bridgeway Capital Management, LLC | 9,100 | $246.8 萬 | 0.05% | −300−3.2% | 減碼 |
| Bank of New Hampshire | 9,076 | $246.1 萬 | 0.62% | +524+6.1% | 加碼 |
| Mengis Capital Management, Inc. | 9,070 | $246.0 萬 | 0.48% | 00.0% | 不變 |
| Pinnacle Holdings, LLC | 9,048 | $245.4 萬 | 0.96% | −58−0.6% | 減碼 |
| Provenance Wealth Advisors, LLC | 9,001 | $244.1 萬 | 0.30% | −71−0.8% | 減碼 |
| First National Trust Co | 8,977 | $243.5 萬 | 0.09% | −267−2.9% | 減碼 |
| Bank of Stockton | 8,969 | $243.2 萬 | 0.73% | −1,206−11.9% | 減碼 |
| Invst, LLC | 8,969 | $243.2 萬 | 0.29% | −52−0.6% | 減碼 |
| Woodmont Investment Counsel LLC | 8,936 | $242.3 萬 | 0.18% | −135−1.5% | 減碼 |
| Vivid Wealth Management, LLC | 8,897 | $241.3 萬 | 1.26% | +826+10.2% | 加碼 |
| Anchor Investment Management, LLC | 8,892 | $241.2 萬 | 0.23% | −10−0.1% | 減碼 |
| Eqis Capital Management, Inc. | 8,891 | $241.1 萬 | 0.19% | −57−0.6% | 減碼 |
| Ritholtz Wealth Management | 8,864 | $240.4 萬 | 0.07% | +739+9.1% | 加碼 |
| Coastal Bridge Advisors, LLC | 8,859 | $240.3 萬 | 0.60% | −15−0.2% | 減碼 |
| Lake Street Advisors Group, LLC | 8,819 | $239.2 萬 | 0.11% | −45−0.5% | 減碼 |
| DoubleLine ETF Adviser LP | 8,805 | $238.8 萬 | 0.58% | −731−7.7% | 減碼 |
| Signature Wealth Management Group | 8,785 | $238.2 萬 | 0.96% | +22+0.3% | 加碼 |
| Csenge Advisory Group | 8,579 | $236.9 萬 | 0.12% | −388−4.3% | 減碼 |
| FineMark National Bank & Trust | 8,734 | $236.9 萬 | 0.08% | −165−1.9% | 減碼 |
| Zhang Financial LLC | 8,722 | $236.5 萬 | 0.15% | +373+4.5% | 加碼 |
| First Dallas Securities Inc. | 8,696 | $235.8 萬 | 0.99% | −1,994−18.7% | 減碼 |
| Accent Capital Management, LLC | 8,694 | $235.8 萬 | 1.36% | +6,194+247.8% | 加碼 |
| Belpointe Asset Management LLC | 8,680 | $235.4 萬 | 0.14% | +6,000+223.9% | 加碼 |
| Argent Advisors, Inc. | 8,645 | $234.5 萬 | 0.87% | −33−0.4% | 減碼 |
| Howard Capital Management Group, LLC | 8,615 | $233.6 萬 | 0.16% | 00.0% | 不變 |
| Ingalls & Snyder LLC | 8,607 | $233.4 萬 | 0.09% | +127+1.5% | 加碼 |
| Walter & Keenan Financial Consulting Co | 8,594 | $233.1 萬 | 0.71% | +12+0.1% | 加碼 |
| Rothschild Investment LLC | 8,584 | $232.8 萬 | 0.15% | −43−0.5% | 減碼 |
| Moneta Group Investment Advisors LLC | 8,568 | $232.4 萬 | 0.03% | −508−5.6% | 減碼 |
| IFG Advisory, LLC | 8,565 | $232.3 萬 | 0.15% | −51−0.6% | 減碼 |
| Pinnacle Wealth Management, LLC | 8,546 | $231.8 萬 | 2.77% | −236−2.7% | 減碼 |
| Investors Asset Management of Georgia Inc | 8,529 | $231.3 萬 | 1.09% | 00.0% | 不變 |
| Western Wealth Management, LLC | 8,527 | $231.3 萬 | 0.13% | +1,023+13.6% | 加碼 |
| Capstone Investment Advisors, LLC | 8,503 | $230.6 萬 | 0.04% | +6,488+322.0% | 加碼 |
| Berkshire Bank | 8,493 | $230.3 萬 | 0.54% | +37+0.4% | 加碼 |
| Nomura Holdings Inc | 8,487 | $230.2 萬 | 0.02% | −47,135−84.7% | 減碼 |
| AlTi Global, Inc. | 8,436 | $228.8 萬 | 0.05% | −988−10.5% | 減碼 |
| Hardy Reed LLC | 8,428 | $228.6 萬 | 0.20% | +229+2.8% | 加碼 |
| Jackson Wealth Management, LLC | 8,405 | $227.9 萬 | 0.27% | +8,405 | 新進 |
| Principle Wealth Partners LLC | 8,381 | $227.3 萬 | 0.16% | 00.0% | 不變 |
| SageView Advisory Group, LLC | 8,378 | $227.2 萬 | 0.12% | −2,584−23.6% | 減碼 |
| Alps Advisors Inc | 8,369 | $227.0 萬 | 0.02% | −1,944−18.8% | 減碼 |
| Beaumont Financial Advisors, LLC | 8,369 | $227.0 萬 | 0.18% | −368−4.2% | 減碼 |
| Fiduciary Family Office, LLC | 8,340 | $226.2 萬 | 0.75% | −214−2.5% | 減碼 |
| Signet Investment Advisory Group, Inc. | 8,324 | $225.7 萬 | 1.13% | −22−0.3% | 減碼 |
| Prosperity Consulting Group, LLC | 8,318 | $225.6 萬 | 0.18% | −2,084−20.0% | 減碼 |
| Oliver Lagore Vanvalin Investment Group | 8,244 | $223.6 萬 | 0.60% | 00.0% | 不變 |
| Lazard Freres Gestion S.A.S. | 8,235 | $223.3 萬 | 0.05% | 00.0% | 不變 |
| Spears Abacus Advisors LLC | 8,207 | $222.6 萬 | 0.04% | +194+2.4% | 加碼 |
| Seven Eight Capital, LP | 8,193 | $222.2 萬 | 0.20% | +8,193 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,160 | $221.3 萬 | 0.06% | +127+1.6% | 加碼 |
| Osborne Partners Capital Management, LLC | 8,120 | $220.2 萬 | 0.12% | −10.0% | 減碼 |
| Procyon Private Wealth Partners, LLC | 8,075 | $219.0 萬 | 0.15% | +30.0% | 加碼 |
| SOA Wealth Advisors, LLC. | 8,031 | $217.8 萬 | 0.42% | +209+2.7% | 加碼 |
| Davis Investment Partners, LLC | 8,011 | $217.0 萬 | 0.91% | +42+0.5% | 加碼 |
| IFP Advisors, Inc | 7,992 | $216.7 萬 | 0.08% | +165+2.1% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 7,979 | $216.4 萬 | 0.12% | +78+1.0% | 加碼 |
| Taylor Frigon Capital Management LLC | 7,953 | $215.7 萬 | 1.08% | −210−2.6% | 減碼 |
| Magellan Asset Management Ltd | 7,879 | $213.7 萬 | 0.02% | −9,769−55.4% | 減碼 |
| Pitcairn Co | 7,860 | $213.2 萬 | 0.13% | −1,207−13.3% | 減碼 |
| Mutual Advisors, LLC | 7,849 | $211.9 萬 | 0.06% | +794+11.3% | 加碼 |