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
- 2,460
- 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 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 |
|---|---|---|---|---|---|
| Evermay Wealth Management LLC | 4,041 | $109.6 萬 | 0.18% | 00.0% | 不變 |
| Morse Asset Management, Inc | 4,040 | $109.6 萬 | 0.24% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 4,030 | $109.3 萬 | 0.15% | −257−6.0% | 減碼 |
| Ellevest, Inc. | 4,029 | $109.3 萬 | 0.06% | −68−1.7% | 減碼 |
| Ipswich Investment Management Co., Inc. | 4,026 | $109.2 萬 | 0.25% | 00.0% | 不變 |
| Sunflower Bank, N.A. | 4,019 | $109.0 萬 | 0.30% | +162+4.2% | 加碼 |
| WBH Advisory Inc | 3,993 | $108.3 萬 | 0.10% | −123−3.0% | 減碼 |
| Alhambra Investment Partners LLC | 3,990 | $108.2 萬 | 0.56% | −25−0.6% | 減碼 |
| Evanson Asset Management, LLC | 3,989 | $108.2 萬 | 0.08% | +10.0% | 加碼 |
| First Affirmative Financial Network | 3,987 | $108.1 萬 | 0.59% | −325−7.5% | 減碼 |
| Fidelis Capital Partners, LLC | 3,984 | $108.1 萬 | 0.13% | +117+3.0% | 加碼 |
| Lakeview Capital Partners, LLC | 3,981 | $108.0 萬 | 0.17% | −9,965−71.5% | 減碼 |
| Cantor Fitzgerald Investment Adviser L.P. | 3,978 | $107.9 萬 | 0.07% | +3,978 | 新進 |
| Boston Financial Mangement LLC | 3,973 | $107.7 萬 | 0.03% | −55−1.4% | 減碼 |
| Centerpoint Advisors, LLC | 3,970 | $107.7 萬 | 0.37% | 00.0% | 不變 |
| West Coast Financial LLC | 3,949 | $107.1 萬 | 0.12% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 3,904 | $106.3 萬 | 0.08% | −924−19.1% | 減碼 |
| Forte Capital LLC | 3,914 | $106.1 萬 | 0.12% | +2,011+105.7% | 加碼 |
| Culbertson A N & Co Inc | 3,913 | $106.1 萬 | 0.17% | 00.0% | 不變 |
| Kestra Investment Management, LLC | 3,912 | $106.1 萬 | 0.05% | +630+19.2% | 加碼 |
| Next Level Private LLC | 3,909 | $106.0 萬 | 0.43% | +15+0.4% | 加碼 |
| Sanders Morris Harris LLC | 3,892 | $105.6 萬 | 0.18% | 00.0% | 不變 |
| MTM Investment Management, LLC | 3,822 | $105.5 萬 | 0.41% | 00.0% | 不變 |
| Clarius Group, LLC | 3,879 | $104.8 萬 | 0.07% | −132−3.3% | 減碼 |
| Sompo Asset Management Co., Ltd. | 3,860 | $104.7 萬 | 0.16% | −400−9.4% | 減碼 |
| LGT Fund Management Co Ltd. | 3,851 | $104.3 萬 | 0.11% | +51+1.3% | 加碼 |
| Ameritas Advisory Services, LLC | 3,842 | $104.2 萬 | 0.04% | −6,623−63.3% | 減碼 |
| Bridges Investment Management Inc | 3,824 | $103.7 萬 | 0.01% | +20+0.5% | 加碼 |
| Alexander Randolph Advisory, Inc. | 3,807 | $103.2 萬 | 0.91% | −105−2.7% | 減碼 |
| First Western Trust Bank | 3,807 | $103.2 萬 | 0.05% | −114−2.9% | 減碼 |
| Unigestion Holding SA | 3,802 | $103.1 萬 | 0.05% | +3,802 | 新進 |
| Midland Wealth Advisors LLC | 3,801 | $103.1 萬 | 0.06% | −569−13.0% | 減碼 |
| Souders Financial Advisors | 3,792 | $102.8 萬 | 0.14% | +3,792 | 新進 |
| Global Trust Asset Management, LLC | 3,791 | $102.8 萬 | 0.38% | +1,252+49.3% | 加碼 |
| Numerai GP LLC | 3,765 | $102.1 萬 | 0.27% | +3,765 | 新進 |
| Olistico Wealth, LLC | 3,763 | $102.1 萬 | 0.62% | +211+5.9% | 加碼 |
| Gratus Wealth Advisors, LLC | 3,717 | $101.8 萬 | 0.17% | +121+3.4% | 加碼 |
| Marcum Wealth, LLC | 3,747 | $101.6 萬 | 0.09% | +982+35.5% | 加碼 |
| Mayflower Financial Advisors, LLC | 3,730 | $101.2 萬 | 0.15% | −219−5.5% | 減碼 |
| Inceptionr LLC | 3,723 | $101.0 萬 | 0.25% | +3,723 | 新進 |
| Kingswood Wealth Advisors, LLC | 3,678 | $99.7 萬 | 0.07% | +934+34.0% | 加碼 |
| Coastal Investment Advisors, Inc. | 3,606 | $99.7 萬 | 0.46% | −24,219−87.0% | 減碼 |
| Burford Brothers, Inc. | 3,676 | $99.7 萬 | 0.52% | +395+12.0% | 加碼 |
| Mount Yale Investment Advisors, LLC | 3,674 | $99.6 萬 | 0.10% | −802−17.9% | 減碼 |
| Cornerstone Wealth Management, LLC | 3,666 | $99.4 萬 | 0.07% | +130+3.7% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 3,662 | $99.3 萬 | 0.14% | 00.0% | 不變 |
| Strategic Advisors LLC | 3,654 | $99.1 萬 | 0.18% | +2+0.1% | 加碼 |
| Aries Wealth Management | 3,653 | $99.1 萬 | 0.27% | −36−1.0% | 減碼 |
| Cable Hill Partners, LLC | 3,638 | $98.7 萬 | 0.10% | +157+4.5% | 加碼 |
| Sage Mountain Advisors LLC | 3,625 | $98.3 萬 | 0.08% | +189+5.5% | 加碼 |
| Larson Financial Group LLC | 3,620 | $98.2 萬 | 0.06% | +890+32.6% | 加碼 |
| Philadelphia Trust Co | 3,611 | $97.9 萬 | 0.07% | +16+0.4% | 加碼 |
| Virtus ETF Advisers LLC | 3,601 | $97.7 萬 | 0.46% | +41+1.2% | 加碼 |
| Holowesko Partners Ltd. | 3,600 | $97.6 萬 | 0.52% | −55,600−93.9% | 減碼 |
| Saybrook Capital | 3,600 | $97.6 萬 | 0.28% | 00.0% | 不變 |
| Platform Technology Partners | 3,593 | $97.4 萬 | 0.31% | −199−5.2% | 減碼 |
| Howard Capital Management Inc. | 3,581 | $97.1 萬 | 0.02% | +3,581 | 新進 |
| Oak Asset Management, LLC | 3,580 | $97.1 萬 | 0.34% | 00.0% | 不變 |
| Lazari Capital Management, Inc. | 3,578 | $97.0 萬 | 0.42% | −65−1.8% | 減碼 |
| Empirical Asset Management, LLC | 3,557 | $96.5 萬 | 0.34% | +3,557 | 新進 |
| LVW Advisors, LLC | 3,550 | $96.3 萬 | 0.12% | +98+2.8% | 加碼 |
| US Asset Management LLC | 3,336 | $96.0 萬 | 0.85% | −8−0.2% | 減碼 |
| Resolute Wealth Strategies, LLC | 3,534 | $95.9 萬 | 0.50% | +108+3.2% | 加碼 |
| BSW Wealth Partners | 3,531 | $95.8 萬 | 0.14% | −20−0.6% | 減碼 |
| Cornerstone Wealth Group, LLC | 3,524 | $95.6 萬 | 0.08% | +46+1.3% | 加碼 |
| Hills Bank & Trust Co | 3,524 | $95.6 萬 | 0.07% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 3,517 | $95.4 萬 | 0.05% | +3,517 | 新進 |
| Doliver Advisors, LP | 3,508 | $95.1 萬 | 0.26% | −29−0.8% | 減碼 |
| Alerus Financial NA | 3,505 | $95.1 萬 | 0.07% | −45−1.3% | 減碼 |
| U S Global Investors Inc | 3,500 | $94.9 萬 | 0.09% | +1,400+66.7% | 加碼 |
| ERn Financial, LLC | 3,493 | $94.7 萬 | 0.14% | +456+15.0% | 加碼 |
| Sendero Wealth Management, LLC | 3,462 | $93.9 萬 | 0.15% | 00.0% | 不變 |
| Amica Retiree Medical Trust | 3,442 | $93.3 萬 | 0.77% | +3,442 | 新進 |
| MidWestOne Financial Group, Inc. | 3,431 | $93.0 萬 | 0.13% | 00.0% | 不變 |
| Everhart Financial Group, Inc. | 3,427 | $92.9 萬 | 0.21% | +507+17.4% | 加碼 |
| Shay Capital LLC | 3,425 | $92.9 萬 | 0.27% | +3,425 | 新進 |
| 180 Wealth Advisors, LLC | 3,421 | $92.8 萬 | 0.15% | +1,652+93.4% | 加碼 |
| OmniStar Financial Group, Inc. | 3,402 | $92.4 萬 | 0.69% | +3,402 | 新進 |
| Knightsbridge Asset Management, LLC | 3,405 | $92.3 萬 | 0.21% | +13+0.4% | 加碼 |
| Defined Wealth Management, LLC | 3,405 | $92.3 萬 | 0.60% | +46+1.4% | 加碼 |
| LGL Partners, LLC | 3,388 | $91.9 萬 | 0.13% | +62+1.9% | 加碼 |
| Watts Gwilliam & Co., LLC | 3,407 | $91.7 萬 | 0.20% | +3,407 | 新進 |
| Tanager Wealth Management LLP | 3,375 | $91.5 萬 | 0.12% | −11−0.3% | 減碼 |
| CFO4Life Group, LLC | 3,371 | $91.4 萬 | 0.16% | −283−7.7% | 減碼 |
| Basepoint Wealth LLC | 3,367 | $91.3 萬 | 0.67% | +156+4.9% | 加碼 |
| Atlanta Consulting Group Advisors, LLC | 3,346 | $90.8 萬 | 0.23% | +28+0.8% | 加碼 |
| First Foundation Advisors | 3,341 | $90.6 萬 | 0.03% | +123+3.8% | 加碼 |
| Bell Bank | 3,338 | $90.5 萬 | 0.11% | +11+0.3% | 加碼 |
| Geller Advisors LLC | 3,329 | $90.3 萬 | 0.06% | +21+0.6% | 加碼 |
| Catalina Capital Group, LLC | 3,322 | $90.1 萬 | 0.31% | +295+9.7% | 加碼 |
| Kovack Advisors, Inc. | 3,321 | $90.1 萬 | 0.10% | +57+1.7% | 加碼 |
| Richwood Investment Advisors, LLC | 3,321 | $90.1 萬 | 0.74% | −90−2.6% | 減碼 |
| Spire Wealth Management | 3,320 | $90.0 萬 | 0.03% | −473−12.5% | 減碼 |
| Quent Capital, LLC | 3,318 | $90.0 萬 | 0.09% | +310+10.3% | 加碼 |
| Aspen Investment Management Inc | 3,315 | $89.9 萬 | 0.42% | 00.0% | 不變 |
| Sigma Investment Counselors Inc | 3,306 | $89.7 萬 | 0.05% | +33+1.0% | 加碼 |
| Bridgefront Capital, LLC | 3,305 | $89.6 萬 | 0.35% | −1,200−26.6% | 減碼 |
| Financial Management Network Inc | 3,239 | $89.4 萬 | 0.19% | +76+2.4% | 加碼 |
| SeaCrest Wealth Management, LLC | 3,284 | $89.1 萬 | 0.10% | +48+1.5% | 加碼 |
| Zullo Investment Group, Inc. | 3,267 | $88.6 萬 | 0.37% | +20+0.6% | 加碼 |