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 |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 7,811 | $211.8 萬 | 0.03% | +1,387+21.6% | 加碼 |
| Rockland Trust Co | 7,748 | $210.1 萬 | 0.10% | −2,103−21.3% | 減碼 |
| Beverly Hills Private Wealth, LLC | 7,743 | $210.0 萬 | 0.42% | −1,184−13.3% | 減碼 |
| Burke & Herbert Bank & Trust Co | 7,737 | $209.8 萬 | 0.49% | −11−0.1% | 減碼 |
| Holderness Investments Co | 7,710 | $209.1 萬 | 0.46% | +218+2.9% | 加碼 |
| Citizens National Bank Trust Department | 7,686 | $208.4 萬 | 0.44% | −343−4.3% | 減碼 |
| Palisade Asset Management, LLC | 7,665 | $207.9 萬 | 0.20% | +107+1.4% | 加碼 |
| Excalibur Management Corp | 7,638 | $207.1 萬 | 0.79% | −30−0.4% | 減碼 |
| Intellectus Partners, LLC | 7,560 | $205.0 萬 | 0.52% | −136−1.8% | 減碼 |
| RMR Capital Management, LLC | 7,558 | $205.0 萬 | 1.74% | 00.0% | 不變 |
| Dover Advisors, LLC | 7,545 | $204.6 萬 | 1.16% | −94−1.2% | 減碼 |
| Oldfather Financial Services, LLC | 7,515 | $203.8 萬 | 0.78% | +15+0.2% | 加碼 |
| Level Four Advisory Services, LLC | 7,532 | $203.4 萬 | 0.09% | +2,176+40.6% | 加碼 |
| Eagle Asset Management Inc | 7,049 | $202.7 萬 | 0.01% | +1,651+30.6% | 加碼 |
| Thoroughbred Financial Services, LLC | 7,467 | $202.5 萬 | 0.13% | −147−1.9% | 減碼 |
| Caldwell Sutter Capital, Inc. | 7,419 | $201.2 萬 | 0.94% | −8−0.1% | 減碼 |
| Veracity Capital LLC | 7,419 | $201.2 萬 | 0.77% | +27+0.4% | 加碼 |
| IPG Investment Advisors LLC | 7,408 | $200.9 萬 | 0.44% | +6,156+491.7% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 7,407 | $200.9 萬 | 0.08% | −223−2.9% | 減碼 |
| Boltwood Capital Management | 7,402 | $200.7 萬 | 0.59% | −50−0.7% | 減碼 |
| AIA Group Ltd | 7,400 | $200.7 萬 | 0.05% | +200+2.8% | 加碼 |
| Raab & Moskowitz Asset Management LLC | 7,394 | $200.5 萬 | 0.51% | −72−1.0% | 減碼 |
| Applied Finance Capital Management, LLC | 7,389 | $200.4 萬 | 0.09% | +44+0.6% | 加碼 |
| Edgestream Partners, L.P. | 7,382 | $200.2 萬 | 0.09% | +6,139+493.9% | 加碼 |
| KWB Wealth | 8,628 | $199.8 萬 | 0.26% | −1,117−11.5% | 減碼 |
| Berkshire Asset Management LLC | 8,622 | $199.6 萬 | 0.10% | 00.0% | 不變 |
| Aster Capital Management (DIFC) Ltd | 7,320 | $198.5 萬 | 0.43% | +7,320 | 新進 |
| Nixon Peabody Trust Co | 7,304 | $198.1 萬 | 0.16% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 7,292 | $197.8 萬 | 0.11% | +732+11.2% | 加碼 |
| Trexquant Investment LP | 7,271 | $197.2 萬 | 0.02% | +7,271 | 新進 |
| Birinyi Associates Inc | 7,250 | $196.6 萬 | 0.56% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 7,223 | $195.9 萬 | 0.02% | −114−1.6% | 減碼 |
| Associated Banc-Corp | 7,217 | $195.7 萬 | 0.06% | −148−2.0% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 7,198 | $195.2 萬 | 0.07% | −158−2.1% | 減碼 |
| BancorpSouth Bank | 7,172 | $194.5 萬 | 0.13% | 00.0% | 不變 |
| Wolf Group Capital Advisors | 11,159 | $194.4 萬 | 0.93% | +1,291+13.1% | 加碼 |
| Blue Zone Wealth Advisors, LLC | 7,164 | $194.3 萬 | 0.60% | −567−7.3% | 減碼 |
| Argus Investors' Counsel, Inc. | 7,156 | $194.1 萬 | 1.27% | −1,727−19.4% | 減碼 |
| Van Strum & Towne Inc. | 7,140 | $193.6 萬 | 0.67% | 00.0% | 不變 |
| RMR Wealth Builders | 7,139 | $193.6 萬 | 0.21% | −234−3.2% | 減碼 |
| Everett Harris & Co | 7,138 | $193.6 萬 | 0.02% | −50−0.7% | 減碼 |
| Auxier Asset Management | 7,133 | $193.4 萬 | 0.29% | +35+0.5% | 加碼 |
| GeoWealth Management, LLC | 7,082 | $192.1 萬 | 0.07% | −658−8.5% | 減碼 |
| Fort Point Capital Partners LLC | 7,074 | $191.8 萬 | 0.24% | +81+1.2% | 加碼 |
| GAMMA Investing LLC | 7,074 | $191.8 萬 | 0.19% | +1,634+30.0% | 加碼 |
| GLOBALT Investments LLC | 7,069 | $191.7 萬 | 0.07% | −582−7.6% | 減碼 |
| NBC Securities, Inc. | 7,014 | $190.2 萬 | 0.16% | −537−7.1% | 減碼 |
| Stablepoint Partners, LLC | 6,989 | $189.5 萬 | 0.35% | +55+0.8% | 加碼 |
| Hilltop National Bank | 6,968 | $189.0 萬 | 0.57% | +388+5.9% | 加碼 |
| Beacon Financial Group | 6,910 | $187.4 萬 | 0.20% | +177+2.6% | 加碼 |
| Trust Asset Management LLC | 6,907 | $187.3 萬 | 0.15% | −37−0.5% | 減碼 |
| Citadel Investment Advisory, Inc. | 6,884 | $186.7 萬 | 0.98% | 00.0% | 不變 |
| Piscataqua Savings Bank | 6,863 | $186.1 萬 | 1.58% | 00.0% | 不變 |
| Beach Investment Counsel Inc | 6,860 | $186.0 萬 | 0.23% | −573−7.7% | 減碼 |
| Red Cedar Investment Management, LLC | 6,836 | $185.4 萬 | 0.24% | +4,022+142.9% | 加碼 |
| Dynasty Wealth Management, LLC | 6,801 | $184.5 萬 | 0.06% | +118+1.8% | 加碼 |
| Catalyst Funds Management Pty Ltd | 6,800 | $184.4 萬 | 0.41% | +5,700+518.2% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 6,793 | $184.2 萬 | 0.10% | −649−8.7% | 減碼 |
| Financial Counselors Inc | 6,776 | $183.8 萬 | 0.03% | +647+10.6% | 加碼 |
| Center for Financial Planning, Inc. | 6,760 | $183.3 萬 | 0.25% | −442−6.1% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,790 | $183.3 萬 | 0.02% | +229+3.5% | 加碼 |
| Ronald Blue Trust, Inc. | 7,897 | $182.9 萬 | 0.02% | +2,502+46.4% | 加碼 |
| Cape Cod Five Cents Savings Bank | 6,685 | $181.3 萬 | 0.17% | −881−11.6% | 減碼 |
| Checchi Capital Advisers, LLC | 6,665 | $180.8 萬 | 0.13% | +117+1.8% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 6,663 | $180.7 萬 | 0.07% | +672+11.2% | 加碼 |
| Bank Ozk | 6,662 | $180.7 萬 | 0.75% | −52−0.8% | 減碼 |
| Schonfeld Strategic Advisors LLC | 6,661 | $180.6 萬 | 0.01% | −47,867−87.8% | 減碼 |
| Private Trust Co NA | 6,652 | $180.4 萬 | 0.18% | +1,007+17.8% | 加碼 |
| Legacy Edge Advisors, LLC | 6,644 | $180.2 萬 | 0.29% | −199−2.9% | 減碼 |
| Daymark Wealth Partners, LLC | 101,287 | $180.0 萬 | 0.08% | +356+0.4% | 加碼 |
| Ascent Group, LLC | 6,630 | $179.8 萬 | 0.14% | +509+8.3% | 加碼 |
| Journey Strategic Wealth LLC | 6,610 | $179.2 萬 | 0.07% | +942+16.6% | 加碼 |
| McAdam, LLC | 6,596 | $178.9 萬 | 0.10% | −613−8.5% | 減碼 |
| Forum Financial Management, LP | 6,591 | $178.7 萬 | 0.03% | +10.0% | 加碼 |
| USA Financial Portformulas Corp | 6,560 | $177.9 萬 | 0.28% | +134+2.1% | 加碼 |
| Buckingham Strategic Partners | 6,552 | $177.7 萬 | 0.04% | +179+2.8% | 加碼 |
| Venturi Wealth Management, LLC | 6,548 | $177.6 萬 | 0.09% | +264+4.2% | 加碼 |
| GFG Capital, LLC | 10,351 | $176.9 萬 | 0.72% | +253+2.5% | 加碼 |
| Redwood Investment Management, LLC | 6,509 | $176.4 萬 | 0.16% | −484−6.9% | 減碼 |
| Chesapeake Wealth Management | 6,495 | $176.1 萬 | 0.60% | −61−0.9% | 減碼 |
| RB Capital Management, LLC | 6,490 | $176.0 萬 | 0.42% | +1,274+24.4% | 加碼 |
| Greenwood Gearhart Inc | 6,488 | $176.0 萬 | 0.15% | −25−0.4% | 減碼 |
| Advisory Research Inc | 6,477 | $175.7 萬 | 0.31% | −429−6.2% | 減碼 |
| Symphony Financial, Ltd. Co. | 6,461 | $175.1 萬 | 0.29% | −277−4.1% | 減碼 |
| Aurora Private Wealth, Inc. | 6,444 | $174.8 萬 | 1.37% | +103+1.6% | 加碼 |
| WSFS Capital Management, LLC | 6,393 | $173.4 萬 | 0.09% | −360−5.3% | 減碼 |
| S&CO Inc | 6,386 | $173.1 萬 | 0.11% | 00.0% | 不變 |
| Parisi Gray Wealth Management | 6,356 | $172.4 萬 | 0.57% | +5+0.1% | 加碼 |
| Busey Wealth Management | 6,266 | $169.9 萬 | 0.06% | +31+0.5% | 加碼 |
| Lee Danner & Bass Inc | 6,265 | $169.9 萬 | 0.12% | +225+3.7% | 加碼 |
| Stratos Wealth Advisors, LLC | 6,249 | $169.5 萬 | 0.08% | −37−0.6% | 減碼 |
| PFG Investments, LLC | 6,249 | $169.5 萬 | 0.11% | −253−3.9% | 減碼 |
| Diligent Investors, LLC | 6,247 | $169.4 萬 | 0.39% | +10.0% | 加碼 |
| Washington Trust Advisors, Inc. | 6,182 | $167.7 萬 | 0.14% | 00.0% | 不變 |
| Insight Advisors, LLC | 6,147 | $166.7 萬 | 0.29% | −237−3.7% | 減碼 |
| Summit Global Investments | 6,143 | $166.6 萬 | 0.11% | −1,592−20.6% | 減碼 |
| Axxcess Wealth Management, LLC | 6,136 | $166.4 萬 | 0.04% | +2,510+69.2% | 加碼 |
| Abundance Wealth Counselors | 6,131 | $166.3 萬 | 0.34% | −204−3.2% | 減碼 |
| Westpac Banking Corp | 6,093 | $165.2 萬 | 0.11% | +196+3.3% | 加碼 |
| YHB Investment Advisors, Inc. | 6,086 | $165.1 萬 | 0.14% | +125+2.1% | 加碼 |