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 | 2,913 | $1,748 億 |
| 2025 年第 4 季 | 3,044 | $2,168 億 |
| 2025 年第 3 季 | 2,759 | $1,934 億 |
| 2025 年第 2 季 | 2,720 | $1,899 億 |
| 2025 年第 1 季 | 2,628 | $1,607 億 |
| 2024 年第 4 季 | 2,643 | $1,775 億 |
| 2024 年第 3 季 | 2,460 | $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 |
|---|---|---|---|---|---|
| Quantum Financial Advisors, LLC | 3,268 | $88.6 萬 | 0.14% | +1,881+135.6% | 加碼 |
| Plancorp, LLC | 3,265 | $88.5 萬 | 0.04% | +25+0.8% | 加碼 |
| Ocean Capital Management, LLC | 3,260 | $88.4 萬 | 0.21% | +3,260 | 新進 |
| Cetera Trust Company, N.A | 3,260 | $88.4 萬 | 0.54% | −75−2.2% | 減碼 |
| Hartford Financial Management Inc. | 3,258 | $88.4 萬 | 0.18% | 00.0% | 不變 |
| Skopos Labs, Inc. | 3,254 | $88.2 萬 | 0.29% | +368+12.8% | 加碼 |
| Leo Wealth, LLC | 3,251 | $88.2 萬 | 0.08% | −109−3.2% | 減碼 |
| Somerville Kurt F | 3,250 | $88.1 萬 | 0.14% | 00.0% | 不變 |
| Lewis Asset Management, LLC | 3,249 | $88.1 萬 | 0.64% | +580+21.7% | 加碼 |
| WMS Partners, LLC | 3,239 | $87.8 萬 | 0.05% | −1,378−29.8% | 減碼 |
| Advisor OS, LLC | 3,229 | $87.6 萬 | 0.09% | +213+7.1% | 加碼 |
| Altfest L J & Co Inc | 3,215 | $87.2 萬 | 0.12% | +3+0.1% | 加碼 |
| Matrix Asset Advisors Inc | 3,212 | $87.1 萬 | 0.10% | 00.0% | 不變 |
| First International Bank & Trust | 3,208 | $87.0 萬 | 0.28% | +23+0.7% | 加碼 |
| United Community Bank | 3,204 | $86.9 萬 | 0.34% | −659−17.1% | 減碼 |
| Pekin Hardy Strauss, Inc. | 3,197 | $86.7 萬 | 0.11% | +65+2.1% | 加碼 |
| Wellington Wealth Strategies, LLC. | 3,207 | $86.6 萬 | 0.66% | +3,207 | 新進 |
| Elyxium Wealth, LLC | 3,188 | $86.5 萬 | 0.48% | +3,188 | 新進 |
| McGlone Suttner Wealth Management, Inc. | 3,170 | $86.0 萬 | 0.18% | +786+33.0% | 加碼 |
| EverSource Wealth Advisors, LLC | 3,164 | $85.8 萬 | 0.05% | −317−9.1% | 減碼 |
| Eagle Ridge Investment Management | 3,148 | $85.4 萬 | 0.07% | +9+0.3% | 加碼 |
| SignalPoint Asset Management, LLC | 3,148 | $85.3 萬 | 0.20% | −7−0.2% | 減碼 |
| Clean Yield Group | 3,135 | $85.0 萬 | 0.27% | +45+1.5% | 加碼 |
| Lifeworks Advisors, LLC | 3,134 | $85.0 萬 | 0.17% | +86+2.8% | 加碼 |
| Old Mission Investment Co LLC | 3,132 | $84.9 萬 | 0.26% | +4+0.1% | 加碼 |
| Texas Yale Capital Corp. | 3,123 | $84.7 萬 | 0.04% | +202+6.9% | 加碼 |
| Fort Pitt Capital Group, LLC | 3,108 | $84.3 萬 | 0.02% | −28−0.9% | 減碼 |
| Westmount Partners, LLC | 3,091 | $83.8 萬 | 0.25% | −23−0.7% | 減碼 |
| Ridgewood Investments LLC | 3,086 | $83.7 萬 | 0.42% | −4−0.1% | 減碼 |
| Cary Street Partners Asset Management LLC | 3,074 | $83.4 萬 | 0.11% | 00.0% | 不變 |
| Bath Savings Trust Co | 3,064 | $83.1 萬 | 0.08% | 00.0% | 不變 |
| Purus Wealth Management, LLC | 3,055 | $82.8 萬 | 0.35% | −57−1.8% | 減碼 |
| Greenland Capital Management LP | 3,045 | $82.6 萬 | 0.15% | +339+12.5% | 加碼 |
| Linscomb & Williams, Inc. | 3,039 | $82.4 萬 | 0.04% | −471−13.4% | 減碼 |
| Exchange Bank | 3,035 | $82.3 萬 | 0.67% | −102−3.3% | 減碼 |
| Trueblood Wealth Management, LLC | 3,034 | $82.3 萬 | 0.41% | +445+17.2% | 加碼 |
| Embree Financial Group | 3,034 | $82.3 萬 | 0.15% | +7+0.2% | 加碼 |
| Continuum Advisory, LLC | 2,853 | $82.3 萬 | 0.11% | +829+41.0% | 加碼 |
| Portside Wealth Group, LLC | 3,030 | $82.2 萬 | 0.14% | +158+5.5% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 3,029 | $82.1 萬 | 0.04% | −51−1.7% | 減碼 |
| Scissortail Wealth Management, LLC | 3 | $81.8 萬 | 0.20% | −2,997−99.9% | 減碼 |
| LongView Wealth Management | 3,011 | $81.7 萬 | 0.26% | −27−0.9% | 減碼 |
| Advisor Resource Council | 3,006 | $81.5 萬 | 0.37% | +3,006 | 新進 |
| Great Valley Advisor Group, Inc. | 3,003 | $81.5 萬 | 0.02% | +194+6.9% | 加碼 |
| Parkside Investments, LLC | 3,000 | $81.4 萬 | 0.12% | −500−14.3% | 減碼 |
| Acima Private Wealth, LLC | 3,000 | $81.4 萬 | 0.27% | 00.0% | 不變 |
| Legacy Wealth Management, LLC | 3,000 | $81.4 萬 | 0.30% | 00.0% | 不變 |
| SRN Advisors, LLC | 2,990 | $81.1 萬 | 0.72% | −1,156−27.9% | 減碼 |
| Tradition Wealth Management, LLC | 2,977 | $80.7 萬 | 0.07% | +20+0.7% | 加碼 |
| Outlook Wealth Advisors, LLC | 2,974 | $80.7 萬 | 0.23% | −66−2.2% | 減碼 |
| Cidel Asset Management Inc | 2,959 | $80.2 萬 | 0.06% | −266−8.2% | 減碼 |
| Hendley & Co Inc | 2,950 | $80.0 萬 | 0.28% | +450+18.0% | 加碼 |
| Steel Peak Wealth Management LLC | 2,933 | $79.5 萬 | 0.04% | −20,744−87.6% | 減碼 |
| Centennial Bank | 2,931 | $79.5 萬 | 0.36% | 00.0% | 不變 |
| PDS Planning, Inc | 2,929 | $79.4 萬 | 0.07% | +11+0.4% | 加碼 |
| Twin Lakes Capital Management, LLC | 2,914 | $79.0 萬 | 0.51% | +4+0.1% | 加碼 |
| Cambridge Advisors Inc. | 2,910 | $78.9 萬 | 0.17% | −55−1.9% | 減碼 |
| Kavar Capital Partners Group, LLC | 2,909 | $78.9 萬 | 0.12% | +42+1.5% | 加碼 |
| Legal Advantage Investments, Inc. | 2,900 | $78.6 萬 | 0.43% | 00.0% | 不變 |
| Essex Savings Bank | 2,900 | $78.6 萬 | 0.20% | −111−3.7% | 減碼 |
| SPC Financial, Inc. | 2,899 | $78.6 萬 | 0.07% | −172−5.6% | 減碼 |
| Strategic Blueprint, LLC | 2,886 | $78.3 萬 | 0.05% | +21+0.7% | 加碼 |
| Hobbs Group Advisors, LLC | 2,863 | $77.6 萬 | 0.28% | 00.0% | 不變 |
| Carnegie Capital Asset Management, LLC | 2,862 | $77.6 萬 | 0.02% | +729+34.2% | 加碼 |
| Balboa Wealth Partners | 2,857 | $77.5 萬 | 0.19% | +253+9.7% | 加碼 |
| Bristol John W & Co Inc | 2,851 | $77.3 萬 | 0.01% | 00.0% | 不變 |
| VeraBank, N.A. | 2,848 | $77.2 萬 | 0.23% | 00.0% | 不變 |
| Gerber Kawasaki Wealth & Investment Management | 2,845 | $77.2 萬 | 0.04% | +764+36.7% | 加碼 |
| Indiana Trust & Investment Management CO | 2,842 | $77.1 萬 | 0.26% | −40−1.4% | 減碼 |
| Stonegate Investment Group, LLC | 2,838 | $77.0 萬 | 0.02% | −8,274−74.5% | 減碼 |
| Lindbrook Capital, LLC | 2,833 | $76.8 萬 | 0.07% | +65+2.3% | 加碼 |
| Union Savings Bank | 2,822 | $76.5 萬 | 0.38% | 00.0% | 不變 |
| Catalytic Wealth RIA, LLC | 2,810 | $76.2 萬 | 0.13% | +2,810 | 新進 |
| CoreFirst Bank & Trust | 2,808 | $76.2 萬 | 0.44% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 2,802 | $76.0 萬 | 0.10% | 00.0% | 不變 |
| Kearns & Associates LLC | 2,800 | $75.9 萬 | 0.50% | 00.0% | 不變 |
| Icapital Wealth LLC | 2,800 | $75.9 萬 | 0.41% | 00.0% | 不變 |
| Arrow Financial Corp | 2,789 | $75.6 萬 | 0.07% | −4−0.1% | 減碼 |
| Borer Denton & Associates, Inc. | 2,787 | $75.6 萬 | 0.26% | +125+4.7% | 加碼 |
| Graves-Light Private Wealth Management, Inc. | 2,783 | $75.5 萬 | 0.09% | 00.0% | 不變 |
| Cozad Asset Management Inc | 2,777 | $75.3 萬 | 0.07% | −302−9.8% | 減碼 |
| Bank Hapoalim BM | 2,778 | $75.3 萬 | 0.11% | −92−3.2% | 減碼 |
| Marietta Investment Partners LLC | 2,775 | $75.3 萬 | 0.16% | +25+0.9% | 加碼 |
| Cadent Capital Advisors, LLC | 2,767 | $75.0 萬 | 0.25% | +606+28.0% | 加碼 |
| Legacy Financial Advisors, Inc. | 2,765 | $75.0 萬 | 0.13% | +111+4.2% | 加碼 |
| Guardian Wealth Advisors, LLC | 2,753 | $74.7 萬 | 0.08% | +5+0.2% | 加碼 |
| Engineers Gate Manager LP | 2,751 | $74.6 萬 | 0.01% | −3,806−58.0% | 減碼 |
| Proficio Capital Partners LLC | 2,748 | $74.5 萬 | 0.07% | −493−15.2% | 減碼 |
| Revisor Wealth Management LLC | 2,747 | $74.5 萬 | 0.47% | +16+0.6% | 加碼 |
| ASB Consultores, LLC | 2,729 | $74.0 萬 | 0.29% | −98−3.5% | 減碼 |
| Millington Financial Advisors, LLC | 2,727 | $74.0 萬 | 0.46% | 00.0% | 不變 |
| Midwest Financial Group LLC | 2,723 | $73.8 萬 | 0.43% | 00.0% | 不變 |
| Palisades Hudson Asset Management, L.P. | 2,721 | $73.8 萬 | 0.31% | +500+22.5% | 加碼 |
| Avantax Planning Partners, Inc. | 2,721 | $73.8 萬 | 0.03% | −1,428−34.4% | 減碼 |
| Hanson & Doremus Investment Management | 2,712 | $73.5 萬 | 0.12% | 00.0% | 不變 |
| Triangle Securities Wealth Management | 2,710 | $73.5 萬 | 0.19% | 00.0% | 不變 |
| MCF Advisors LLC | 2,706 | $73.4 萬 | 0.05% | −21−0.8% | 減碼 |
| PFC Capital Group, Inc. | 2,700 | $73.2 萬 | 0.35% | 00.0% | 不變 |
| Weaver Capital Management LLC | 2,687 | $72.9 萬 | 0.22% | +869+47.8% | 加碼 |
| Custom Index Systems, LLC | 2,673 | $72.5 萬 | 0.39% | +1,166+77.4% | 加碼 |