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 |
|---|---|---|---|---|---|
| Bell Asset Management Ltd | 23,811 | $645.8 萬 | 1.18% | −12,630−34.7% | 減碼 |
| Wisconsin Capital Management LLC | 23,769 | $644.6 萬 | 3.38% | +12+0.1% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 23,705 | $642.9 萬 | 0.61% | +377+1.6% | 加碼 |
| Community Financial Services Group, LLC | 23,510 | $637.6 萬 | 1.30% | −261−1.1% | 減碼 |
| Concentric Wealth Management, LLC | 23,510 | $637.6 萬 | 1.55% | −854−3.5% | 減碼 |
| Synovus Financial Corp | 23,491 | $637.0 萬 | 0.07% | +856+3.8% | 加碼 |
| Trust Co of Vermont | 23,459 | $636.2 萬 | 0.32% | +565+2.5% | 加碼 |
| Plato Investment Management Ltd | 23,437 | $635.0 萬 | 0.52% | +1,041+4.6% | 加碼 |
| E. Ohman J:or Asset Management AB | 23,400 | $634.6 萬 | 0.16% | −1,200−4.9% | 減碼 |
| Wetherby Asset Management Inc | 23,387 | $634.3 萬 | 0.29% | −668−2.8% | 減碼 |
| Silvant Capital Management LLC | 23,379 | $634.0 萬 | 0.28% | −1,500−6.0% | 減碼 |
| Kingfisher Capital LLC | 23,361 | $633.5 萬 | 1.45% | −1,221−5.0% | 減碼 |
| Graham Capital Management, L.P. | 23,322 | $632.5 萬 | 0.21% | +23,322 | 新進 |
| Freestone Capital Holdings, LLC | 23,266 | $631.0 萬 | 0.22% | +55+0.2% | 加碼 |
| GYL Financial Synergies, LLC | 23,183 | $628.7 萬 | 0.47% | −182−0.8% | 減碼 |
| Sandhill Capital Partners LLC | 23,159 | $628.1 萬 | 0.45% | +677+3.0% | 加碼 |
| Chicago Trust Co NA | 23,139 | $627.5 萬 | 1.08% | +835+3.7% | 加碼 |
| Bretton Capital Management, LLC | 23,100 | $626.5 萬 | 5.98% | +23,100 | 新進 |
| RBF Capital, LLC | 23,000 | $623.8 萬 | 0.32% | 00.0% | 不變 |
| CWM, LLC | 22,983 | $623.3 萬 | 0.03% | +1,857+8.8% | 加碼 |
| Scotia Capital Inc. | 22,846 | $619.6 萬 | 0.03% | +6,443+39.3% | 加碼 |
| Hutner Capital Management Inc | 22,677 | $615.0 萬 | 3.06% | −100−0.4% | 減碼 |
| Montag A & Associates Inc | 22,594 | $612.8 萬 | 0.29% | +1,651+7.9% | 加碼 |
| Chemung Canal Trust Co | 22,550 | $611.6 萬 | 1.24% | −15,749−41.1% | 減碼 |
| ExodusPoint Capital Management, LP | 22,534 | $611.1 萬 | 0.06% | +22,534 | 新進 |
| Grassi Investment Management | 22,460 | $609.1 萬 | 0.53% | 00.0% | 不變 |
| Condor Capital Management | 22,362 | $606.5 萬 | 0.55% | +5,266+30.8% | 加碼 |
| Raymond James Trust N.A. | 22,346 | $606.0 萬 | 0.13% | −386−1.7% | 減碼 |
| Bremer Bank National Association | 22,304 | $604.9 萬 | 1.14% | −917−3.9% | 減碼 |
| Kingsview Wealth Management, LLC | 22,259 | $603.7 萬 | 0.13% | +1,763+8.6% | 加碼 |
| Family Management Corp | 22,179 | $601.5 萬 | 1.00% | +40.0% | 加碼 |
| Umb Bank N A | 22,133 | $600.2 萬 | 0.09% | +1,340+6.4% | 加碼 |
| Naples Global Advisors, LLC | 22,079 | $598.8 萬 | 0.56% | −70−0.3% | 減碼 |
| Longbow Finance SA | 22,048 | $597.9 萬 | 0.64% | +3,972+22.0% | 加碼 |
| Benson Investment Management Company, Inc. | 21,932 | $594.8 萬 | 2.35% | −14−0.1% | 減碼 |
| Advisory Services Network, LLC | 25,584 | $592.4 萬 | 0.12% | 00.0% | 不變 |
| Gilman Hill Asset Management, LLC | 21,787 | $590.9 萬 | 0.99% | +1,555+7.7% | 加碼 |
| Artemis Investment Management LLP | 21,705 | $588.6 萬 | 0.09% | −126,061−85.3% | 減碼 |
| Sequoia Financial Advisors, LLC | 21,562 | $584.8 萬 | 0.06% | +9,000+71.6% | 加碼 |
| Milestone Asset Management, LLC | 21,539 | $584.1 萬 | 1.31% | +4,390+25.6% | 加碼 |
| Hi-Line Capital Management, LLC | 21,517 | $583.5 萬 | 2.87% | −27,285−55.9% | 減碼 |
| Fiduciary Group LLC | 21,456 | $581.9 萬 | 0.59% | −102−0.5% | 減碼 |
| Greenleaf Trust | 21,436 | $581.3 萬 | 0.05% | +81+0.4% | 加碼 |
| EP Wealth Advisors, LLC | 21,388 | $580.1 萬 | 0.05% | −294−1.4% | 減碼 |
| Chapman Investment Management, LLC | 21,381 | $579.9 萬 | 4.24% | +240+1.1% | 加碼 |
| Oppenheimer Asset Management Inc. | 21,305 | $577.8 萬 | 0.07% | +44+0.2% | 加碼 |
| Fort Sheridan Advisors LLC | 21,157 | $573.8 萬 | 0.87% | 00.0% | 不變 |
| Omers Administration Corp | 21,139 | $573.3 萬 | 0.05% | −700−3.2% | 減碼 |
| Oddo BHF Asset Management SAS | 21,015 | $569.9 萬 | 0.28% | +21,015 | 新進 |
| Salvus Wealth Management, LLC | 20,825 | $564.8 萬 | 3.47% | −1,064−4.9% | 減碼 |
| Northstar Group, Inc. | 20,755 | $562.9 萬 | 0.98% | 00.0% | 不變 |
| Trinity Legacy Partners, LLC | 20,336 | $562.3 萬 | 1.44% | −1,503−6.9% | 減碼 |
| First Hawaiian Bank | 20,696 | $561.3 萬 | 0.18% | +3,243+18.6% | 加碼 |
| Norden Group LLC | 20,639 | $559.7 萬 | 0.66% | +19,054+1,202.1% | 加碼 |
| Stephens Inc | 20,593 | $558.5 萬 | 0.08% | −75−0.4% | 減碼 |
| Impact Asset Management GmbH | 20,550 | $557.3 萬 | 2.14% | +20,550 | 新進 |
| Empirical Finance, LLC | 20,444 | $554.4 萬 | 0.32% | +347+1.7% | 加碼 |
| Kathleen S. Wright Associates Inc. | 20,427 | $553.1 萬 | 2.28% | 00.0% | 不變 |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $545.6 萬 | 1.83% | 00.0% | 不變 |
| Auto-Owners Insurance Co | 19,950 | $541.0 萬 | 0.13% | 00.0% | 不變 |
| JLB & Associates Inc | 19,913 | $540.0 萬 | 0.69% | +2,489+14.3% | 加碼 |
| LaFleur & Godfrey LLC | 19,874 | $539.0 萬 | 0.74% | −565−2.8% | 減碼 |
| BFSG, LLC | 19,859 | $538.6 萬 | 0.63% | −1,137−5.4% | 減碼 |
| Insight Wealth Strategies, LLC | 19,636 | $532.5 萬 | 0.70% | +189+1.0% | 加碼 |
| Ballentine Partners, LLC | 19,627 | $532.3 萬 | 0.09% | +1,756+9.8% | 加碼 |
| Snowden Capital Advisors LLC | 19,445 | $527.3 萬 | 0.16% | +191+1.0% | 加碼 |
| Central Pacific Bank - Trust Division | 19,425 | $526.8 萬 | 0.66% | −2,950−13.2% | 減碼 |
| Jennison Associates LLC | 19,418 | $526.6 萬 | 0.00% | −119,378−86.0% | 減碼 |
| Cullen Capital Management LLC | 19,389 | $525.8 萬 | 0.06% | −739−3.7% | 減碼 |
| NBT Bank N A | 19,384 | $525.7 萬 | 0.35% | −1,106−5.4% | 減碼 |
| CSM Advisors, LLC | 19,370 | $525.3 萬 | 0.34% | −135−0.7% | 減碼 |
| Modera Wealth Management, LLC | 19,325 | $524.1 萬 | 0.07% | +70.0% | 加碼 |
| Shell Asset Management Co | 19,227 | $521.4 萬 | 0.23% | +19,227 | 新進 |
| Sumitomo Life Insurance Co | 19,207 | $520.9 萬 | 0.10% | +337+1.8% | 加碼 |
| Optimas Capital Ltd | 19,100 | $518.0 萬 | 4.91% | +7,100+59.2% | 加碼 |
| Birmingham Capital Management Co Inc | 19,075 | $517.3 萬 | 1.88% | −2,085−9.9% | 減碼 |
| Ossiam | 18,895 | $512.4 萬 | 0.10% | +68+0.4% | 加碼 |
| Commerzbank Aktiengesellschaft | 18,829 | $510.6 萬 | 0.14% | +915+5.1% | 加碼 |
| LGT Group Foundation | 18,789 | $509.0 萬 | 0.08% | −1,454−7.2% | 減碼 |
| Elgethun Capital Management | 18,646 | $505.7 萬 | 1.19% | +428+2.3% | 加碼 |
| Oliver Luxxe Assets LLC | 18,584 | $504.0 萬 | 0.90% | −309−1.6% | 減碼 |
| CoreCap Advisors, LLC | 18,544 | $502.9 萬 | 0.24% | +18,544 | 新進 |
| Welch Group, LLC | 18,500 | $501.7 萬 | 0.22% | +1,658+9.8% | 加碼 |
| Courier Capital LLC | 18,480 | $501.2 萬 | 0.34% | −160−0.9% | 減碼 |
| Morton Community Bank | 18,400 | $499.0 萬 | 1.30% | −615−3.2% | 減碼 |
| Mount Vernon Associates Inc | 18,341 | $497.4 萬 | 3.95% | +250+1.4% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 18,329 | $497.1 萬 | 0.02% | +773+4.4% | 加碼 |
| Everence Capital Management Inc | 18,254 | $495.0 萬 | 0.31% | 00.0% | 不變 |
| Jag Capital Management, LLC | 18,197 | $493.5 萬 | 0.60% | +371+2.1% | 加碼 |
| Wright Investors Service Inc | 18,194 | $493.4 萬 | 1.29% | +30+0.2% | 加碼 |
| Selway Asset Management | 18,172 | $492.8 萬 | 1.93% | 00.0% | 不變 |
| Verdence Capital Advisors LLC | 18,135 | $491.8 萬 | 0.39% | +692+4.0% | 加碼 |
| Glenview Trust Co | 18,130 | $491.7 萬 | 0.09% | +420+2.4% | 加碼 |
| Equitable Holdings, Inc. | 18,099 | $490.8 萬 | 0.05% | +1,765+10.8% | 加碼 |
| Weiss Asset Management LP | 18,092 | $490.7 萬 | 0.12% | +18,092 | 新進 |
| Natixis | 18,071 | $490.1 萬 | 0.03% | −54,907−75.2% | 減碼 |
| Pacifica Capital Investments, LLC | 18,020 | $488.7 萬 | 1.68% | 00.0% | 不變 |
| NVWM, LLC | 17,958 | $487.0 萬 | 1.24% | +1,550+9.4% | 加碼 |
| TKG Advisors, LLC | 17,897 | $485.4 萬 | 2.39% | +9,560+114.7% | 加碼 |
| Integrated Wealth Concepts LLC | 17,897 | $485.4 萬 | 0.06% | +39+0.2% | 加碼 |