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 |
|---|---|---|---|---|---|
| Mountain Pacific Investment Advisers Inc | 1,870 | $50.7 萬 | 0.03% | +45+2.5% | 加碼 |
| Savvy Advisors, Inc. | 1,865 | $50.6 萬 | 0.10% | +514+38.0% | 加碼 |
| Herold Advisors, Inc. | 1,853 | $50.3 萬 | 0.11% | −299−13.9% | 減碼 |
| Garrison Asset Management, LLC | 1,851 | $50.2 萬 | 0.25% | −80−4.1% | 減碼 |
| Gateway Advisory, LLC | 1,846 | $50.1 萬 | 0.08% | −8−0.4% | 減碼 |
| West Family Investments, Inc. | 1,842 | $50.0 萬 | 0.17% | +709+62.6% | 加碼 |
| Howe & Rusling Inc | 1,834 | $49.7 萬 | 0.04% | +196+12.0% | 加碼 |
| Cassaday & Co Wealth Management LLC | 1,833 | $49.7 萬 | 0.01% | +152+9.0% | 加碼 |
| Blue Fin Capital, Inc. | 1,824 | $49.5 萬 | 0.09% | 00.0% | 不變 |
| Lake Street Financial LLC | 1,821 | $49.4 萬 | 0.08% | −4,732−72.2% | 減碼 |
| Merrion Investment Management Co, LLC | 1,821 | $49.4 萬 | 0.33% | 00.0% | 不變 |
| Prairieview Wealth Partners, LLC | 1,818 | $49.3 萬 | 0.53% | 00.0% | 不變 |
| KPP Advisory Services LLC | 1,811 | $49.1 萬 | 0.12% | +1+0.1% | 加碼 |
| Silverlake Wealth Management LLC | 1,809 | $49.1 萬 | 0.19% | 00.0% | 不變 |
| Zimmermann Investment Management & Planning LLC | 1,807 | $49.0 萬 | 0.15% | +160+9.7% | 加碼 |
| Edmond de Rothschild Holding S.A. | 1,806 | $49.0 萬 | 0.01% | +126+7.5% | 加碼 |
| AdvisorShares Investments LLC | 1,801 | $48.8 萬 | 0.09% | −172−8.7% | 減碼 |
| Tennessee Valley Asset Management Partners | 1,792 | $48.8 萬 | 0.08% | +66+3.8% | 加碼 |
| Ecofi Investissements SA | 2,200 | $48.7 萬 | 0.32% | −1,600−42.1% | 減碼 |
| Cromwell Holdings LLC | 1,793 | $48.6 萬 | 0.31% | 00.0% | 不變 |
| Avidian Wealth Solutions, LLC | 1,786 | $48.4 萬 | 0.02% | +1,786 | 新進 |
| Allred Capital Management, LLC | 1,786 | $48.4 萬 | 0.19% | +2+0.1% | 加碼 |
| Thompson Investment Management, Inc. | 1,781 | $48.3 萬 | 0.07% | −75−4.0% | 減碼 |
| Brown Financial Advisors | 1,779 | $48.2 萬 | 0.20% | −1,372−43.5% | 減碼 |
| Birchcreek Wealth Management, LLC | 1,772 | $48.1 萬 | 0.31% | +91+5.4% | 加碼 |
| Missouri Trust & Investment Co | 1,768 | $47.9 萬 | 0.17% | −2−0.1% | 減碼 |
| Nottingham Advisors, Inc. | 1,765 | $47.9 萬 | 0.05% | 00.0% | 不變 |
| Mechanics Financial Corp | 1,760 | $47.7 萬 | 0.21% | −190−9.7% | 減碼 |
| First National Bank | 1,760 | $47.7 萬 | 0.33% | −90−4.9% | 減碼 |
| Genesee Capital Advisors, LLC | 1,758 | $47.7 萬 | 0.23% | +191+12.2% | 加碼 |
| Atlantic Trust, LLC | 1,744 | $47.3 萬 | 0.11% | 00.0% | 不變 |
| Copley Financial Group, Inc. | 1,743 | $47.3 萬 | 0.43% | +1,743 | 新進 |
| Objective Capital Management, LLC | 1,736 | $47.1 萬 | 0.28% | +1,736 | 新進 |
| Richard W. Paul & Associates, LLC | 1,734 | $47.0 萬 | 0.17% | −41−2.3% | 減碼 |
| Washington Trust Bank | 1,732 | $47.0 萬 | 0.04% | +32+1.9% | 加碼 |
| Exencial Wealth Advisors, LLC | 1,728 | $46.9 萬 | 0.02% | −58−3.2% | 減碼 |
| Berger Financial Group, Inc | 1,728 | $46.9 萬 | 0.03% | +81+4.9% | 加碼 |
| Windsor Capital Management, LLC | 1,722 | $46.7 萬 | 0.14% | −34−1.9% | 減碼 |
| Wealthquest Corp | 1,736 | $46.6 萬 | 0.04% | +5+0.3% | 加碼 |
| Wealth Group, Ltd. | 1,718 | $46.6 萬 | 0.31% | +123+7.7% | 加碼 |
| Mattern Capital Management, LLC | 1,718 | $46.6 萬 | 0.06% | +244+16.6% | 加碼 |
| Cooper Financial Group | 1,707 | $46.3 萬 | 0.06% | +328+23.8% | 加碼 |
| Accel Wealth Management | 1,704 | $46.2 萬 | 0.17% | +60+3.6% | 加碼 |
| Zevenbergen Capital Investments LLC | 1,700 | $46.1 萬 | 0.01% | 00.0% | 不變 |
| MBL Wealth, LLC | 1,697 | $46.0 萬 | 0.05% | +660+63.6% | 加碼 |
| Wela Strategies, Inc. | 1,696 | $46.0 萬 | 0.20% | −68−3.9% | 減碼 |
| NFP Retirement, Inc. | 1,694 | $46.0 萬 | 0.04% | 00.0% | 不變 |
| Oxbow Advisors, LLC | 1,692 | $45.9 萬 | 0.05% | −1,986−54.0% | 減碼 |
| Keystone Financial Group | 1,690 | $45.8 萬 | 0.06% | +182+12.1% | 加碼 |
| Harbour Trust & Investment Management Co | 1,687 | $45.8 萬 | 0.05% | −86−4.9% | 減碼 |
| Pure Financial Advisors, Inc. | 1,687 | $45.7 萬 | 0.01% | +68+4.2% | 加碼 |
| Gitterman Wealth Management, LLC | 1,686 | $45.7 萬 | 0.19% | 00.0% | 不變 |
| Fort Washington Investment Advisors Inc | 1,685 | $45.7 萬 | 0.00% | −365−17.8% | 減碼 |
| Northside Capital Management, LLC | 1,683 | $45.6 萬 | 0.07% | 00.0% | 不變 |
| Foster & Motley Inc | 1,681 | $45.6 萬 | 0.03% | +35+2.1% | 加碼 |
| Inscription Capital, LLC | 1,681 | $45.6 萬 | 0.07% | +22+1.3% | 加碼 |
| Heritage Investment Group, Inc. | 1,681 | $45.6 萬 | 0.09% | 00.0% | 不變 |
| Hyperion Capital Advisors LP | 1,680 | $45.6 萬 | 0.21% | 00.0% | 不變 |
| Round Rock Advisors, LLC | 1,680 | $45.6 萬 | 0.11% | −78−4.4% | 減碼 |
| Sentinus, LLC | 1,677 | $45.5 萬 | 0.17% | +24+1.5% | 加碼 |
| Burney Co | 1,676 | $45.5 萬 | 0.02% | 00.0% | 不變 |
| Investors Research Corp | 1,675 | $45.4 萬 | 0.10% | 00.0% | 不變 |
| Centric Wealth Management | 1,534 | $45.3 萬 | 0.12% | 00.0% | 不變 |
| Vista Investment Partners LLC | 1,665 | $45.1 萬 | 0.14% | +1+0.1% | 加碼 |
| LCNB Corp | 1,662 | $45.1 萬 | 0.16% | 00.0% | 不變 |
| Advus Financial Partners, LLC | 1,660 | $45.0 萬 | 0.13% | −3−0.2% | 減碼 |
| Callan Capital, LLC | 1,660 | $45.0 萬 | 0.03% | +390+30.7% | 加碼 |
| Alpha Cubed Investments, LLC | 1,659 | $45.0 萬 | 0.02% | +33+2.0% | 加碼 |
| Strategy Asset Managers LLC | 1,658 | $45.0 萬 | 0.09% | −160−8.8% | 減碼 |
| Trilogy Capital Inc. | 1,655 | $44.9 萬 | 0.02% | +47+2.9% | 加碼 |
| Plante Moran Financial Advisors, LLC | 1,646 | $44.6 萬 | 0.04% | +306+22.8% | 加碼 |
| Act Two Investors LLC | 1,645 | $44.6 萬 | 0.08% | 00.0% | 不變 |
| Kowal Investment Group, LLC | 1,644 | $44.6 萬 | 0.08% | +227+16.0% | 加碼 |
| Acorn Wealth Advisors, LLC | 1,644 | $44.6 萬 | 0.19% | 00.0% | 不變 |
| Worth Financial Advisory Group, LLC | 1,643 | $44.6 萬 | 0.26% | −32−1.9% | 減碼 |
| David Loasby | 1,658 | $44.5 萬 | 0.04% | +181+12.3% | 加碼 |
| Means Investment Co., Inc. | 1,641 | $44.5 萬 | 0.05% | −73−4.3% | 減碼 |
| McElhenny Sheffield Capital Management, LLC | 1,637 | $44.4 萬 | 0.15% | +2+0.1% | 加碼 |
| Legacy Financial Strategies, LLC | 1,632 | $44.3 萬 | 0.10% | +40+2.5% | 加碼 |
| Schubert & Co | 1,632 | $44.3 萬 | 0.31% | +6+0.4% | 加碼 |
| Steigerwald, Gordon & Koch Inc. | 1,630 | $44.2 萬 | 0.05% | 00.0% | 不變 |
| Meadow Creek Wealth Advisors LLC | 1,625 | $44.1 萬 | 0.35% | 00.0% | 不變 |
| Trustmark National Bank Trust Department | 1,623 | $44.0 萬 | 0.03% | +10+0.6% | 加碼 |
| Bullock Wealth Management Group | 1,637 | $44.0 萬 | 0.27% | +216+15.2% | 加碼 |
| Eagle Bay Advisors LLC | 1,620 | $43.9 萬 | 0.17% | −30−1.8% | 減碼 |
| Sterling Investment Advisors, Ltd. | 1,618 | $43.9 萬 | 0.11% | 00.0% | 不變 |
| StoneX Group Inc. | 1,617 | $43.9 萬 | 0.03% | −207−11.3% | 減碼 |
| Kolinsky Wealth Management, LLC | 1,612 | $43.7 萬 | 0.28% | −1−0.1% | 減碼 |
| Peterson Wealth Services | 1,610 | $43.7 萬 | 0.14% | +2+0.1% | 加碼 |
| Whitaker-Myers Wealth Managers, LTD. | 1,605 | $43.5 萬 | 0.14% | +143+9.8% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 1,603 | $43.5 萬 | 0.15% | +3+0.2% | 加碼 |
| Alta Advisers Ltd | 1,600 | $43.4 萬 | 0.20% | 00.0% | 不變 |
| Capital Square, LLC | 1,597 | $43.3 萬 | 0.26% | −287−15.2% | 減碼 |
| City Holding Co | 1,596 | $43.3 萬 | 0.06% | 00.0% | 不變 |
| MONECO Advisors, LLC | 1,592 | $43.2 萬 | 0.05% | +37+2.4% | 加碼 |
| Central Bank & Trust Co | 1,591 | $43.1 萬 | 0.06% | −224−12.3% | 減碼 |
| Rebalance, LLC | 1,585 | $43.0 萬 | 0.03% | −273−14.7% | 減碼 |
| Kelman-Lazarov, Inc. | 1,579 | $42.8 萬 | 0.07% | 00.0% | 不變 |
| Wealth Advisory Solutions, LLC | 1,576 | $42.7 萬 | 0.12% | 00.0% | 不變 |
| Bahl & Gaynor Inc | 1,575 | $42.7 萬 | 0.00% | −15−0.9% | 減碼 |