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 |
|---|---|---|---|---|---|
| RSM US Wealth Management LLC | 18,035 | $484.4 萬 | 0.07% | +2,460+15.8% | 加碼 |
| Dakota Wealth Management | 17,857 | $484.3 萬 | 0.11% | −263−1.5% | 減碼 |
| Marsico Capital Management LLC | 17,855 | $484.2 萬 | 0.14% | −37,070−67.5% | 減碼 |
| Richard Bernstein Advisors LLC | 17,834 | $483.7 萬 | 0.10% | 00.0% | 不變 |
| Callahan Advisors, LLC | 17,825 | $483.4 萬 | 0.47% | −75−0.4% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 17,800 | $482.7 萬 | 0.11% | −284−1.6% | 減碼 |
| Teamwork Financial Advisors, LLC | 17,731 | $480.9 萬 | 0.67% | +756+4.5% | 加碼 |
| NorthRock Partners, LLC | 17,698 | $480.0 萬 | 0.16% | +198+1.1% | 加碼 |
| F/M Investments LLC | 17,589 | $477.0 萬 | 0.16% | −10,868−38.2% | 減碼 |
| Haverford Trust Co | 17,547 | $475.9 萬 | 0.05% | −116−0.7% | 減碼 |
| Mathes Company, Inc. | 17,480 | $474.1 萬 | 1.67% | −190−1.1% | 減碼 |
| iA Global Asset Management Inc. | 17,477 | $474.0 萬 | 0.08% | +8,939+104.7% | 加碼 |
| ING Groep NV | 17,458 | $473.5 萬 | 0.03% | −22,227−56.0% | 減碼 |
| Park National Corp | 17,443 | $473.1 萬 | 0.17% | −340−1.9% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 17,433 | $472.8 萬 | 0.40% | +1,615+10.2% | 加碼 |
| Caldwell Trust Co | 17,319 | $469.7 萬 | 0.49% | +1,328+8.3% | 加碼 |
| Bill Few Associates, Inc. | 17,196 | $466.4 萬 | 1.66% | +198+1.2% | 加碼 |
| Resonant Capital Advisors, LLC | 17,104 | $463.9 萬 | 0.34% | +126+0.7% | 加碼 |
| Stone Point Wealth LLC | 16,955 | $459.8 萬 | 1.48% | −487−2.8% | 減碼 |
| Pring Turner Capital Group Inc | 16,941 | $459.4 萬 | 2.90% | −32−0.2% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,926 | $459.0 萬 | 0.18% | −422−2.4% | 減碼 |
| National Asset Management, Inc. | 16,909 | $457.8 萬 | 0.13% | −286−1.7% | 減碼 |
| Arjuna Capital | 16,879 | $457.8 萬 | 1.19% | −6,513−27.8% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 16,628 | $451.0 萬 | 0.31% | −1,700−9.3% | 減碼 |
| Dynamic Advisor Solutions LLC | 16,578 | $449.6 萬 | 0.13% | +3,772+29.5% | 加碼 |
| Ghe, LLC | 16,574 | $449.5 萬 | 1.68% | +16,574 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 16,547 | $448.8 萬 | 0.21% | −132−0.8% | 減碼 |
| Park Avenue Securities LLC | 16,404 | $444.9 萬 | 0.05% | +441+2.8% | 加碼 |
| WP Advisors, LLC | 16,364 | $443.8 萬 | 1.62% | −1,364−7.7% | 減碼 |
| Panagora Asset Management Inc | 16,200 | $439.3 萬 | 0.02% | +10,089+165.1% | 加碼 |
| Game Plan Financial Advisors, LLC | 16,156 | $438.2 萬 | 2.12% | +8,223+103.7% | 加碼 |
| Brave Asset Management Inc | 16,009 | $434.2 萬 | 1.08% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 15,992 | $433.7 萬 | 0.19% | +786+5.2% | 加碼 |
| BDF-Gestion | 19,515 | $433.2 萬 | 0.71% | 00.0% | 不變 |
| Moody Lynn & Lieberson, LLC | 15,949 | $432.5 萬 | 0.27% | −320−2.0% | 減碼 |
| Lee Johnson Capital Management, LLC | 15,820 | $429.0 萬 | 2.21% | +15,820 | 新進 |
| Sound View Wealth Advisors Group, LLC | 15,805 | $428.6 萬 | 0.35% | +3,110+24.5% | 加碼 |
| Valeo Financial Advisors, LLC | 15,751 | $427.2 萬 | 0.12% | +122+0.8% | 加碼 |
| Empire Financial Management Company, LLC | 15,551 | $421.7 萬 | 1.30% | −10−0.1% | 減碼 |
| Leonteq Securities AG | 15,486 | $420.0 萬 | 0.49% | +2,594+20.1% | 加碼 |
| Kerusso Capital Management LLC | 15,481 | $419.8 萬 | 2.67% | +934+6.4% | 加碼 |
| Foundations Investment Advisors, LLC | 15,456 | $419.2 萬 | 0.09% | +2,871+22.8% | 加碼 |
| Lincoln Capital LLC | 15,353 | $416.4 萬 | 0.88% | −265−1.7% | 減碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 15,341 | $416.0 萬 | 0.04% | −734−4.6% | 減碼 |
| Meitav Dash Investments Ltd | 15,925 | $412.8 萬 | 0.07% | +111+0.7% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 15,210 | $412.5 萬 | 0.35% | −163−1.1% | 減碼 |
| L2 Asset Management, LLC | 15,193 | $412.0 萬 | 1.12% | +5,537+57.3% | 加碼 |
| Strata Wealth Advisors, LLC | 15,133 | $410.4 萬 | 1.32% | −203−1.3% | 減碼 |
| Catalyst Capital Advisors LLC | 15,101 | $409.5 萬 | 0.09% | +15,101 | 新進 |
| Wynn Capital, LLC | 15,010 | $407.1 萬 | 2.67% | +152+1.0% | 加碼 |
| Goelzer Investment Management, Inc. | 14,909 | $404.3 萬 | 0.22% | −461−3.0% | 減碼 |
| Kanawha Capital Management LLC | 14,897 | $404.0 萬 | 0.29% | −308−2.0% | 減碼 |
| CenterBook Partners LP | 14,775 | $400.7 萬 | 0.25% | −1,046−6.6% | 減碼 |
| Conscious Wealth Investments, LLC | 14,771 | $400.6 萬 | 2.76% | −155−1.0% | 減碼 |
| Bell & Brown Wealth Advisors, LLC | 14,706 | $398.8 萬 | 1.56% | −65−0.4% | 減碼 |
| Pettee Investors, Inc. | 14,706 | $398.8 萬 | 1.94% | 00.0% | 不變 |
| Benedict Financial Advisors Inc | 14,656 | $397.5 萬 | 0.94% | +172+1.2% | 加碼 |
| Chartwell Investment Partners, LLC | 14,614 | $396.3 萬 | 0.14% | +716+5.2% | 加碼 |
| Coldstream Capital Management Inc | 14,563 | $396.1 萬 | 0.09% | +1,413+10.7% | 加碼 |
| Aviance Capital Partners, LLC | 14,590 | $395.6 萬 | 0.52% | +153+1.1% | 加碼 |
| William Allan, LLC | 14,563 | $395.0 萬 | 2.45% | −141−1.0% | 減碼 |
| Horizon Investment Services, LLC | 14,556 | $394.8 萬 | 1.69% | +6,385+78.1% | 加碼 |
| Taurus Asset Management, LLC | 14,498 | $393.2 萬 | 0.38% | −11,300−43.8% | 減碼 |
| Schechter Investment Advisors, LLC | 14,489 | $392.9 萬 | 0.29% | −465−3.1% | 減碼 |
| TCTC Holdings, LLC | 14,434 | $391.5 萬 | 0.13% | +64+0.4% | 加碼 |
| New England Asset Management Inc | 14,410 | $390.8 萬 | 0.61% | −1,010−6.5% | 減碼 |
| Buckhead Capital Management LLC | 14,334 | $388.7 萬 | 1.23% | −864−5.7% | 減碼 |
| Signaturefd, LLC | 14,297 | $387.7 萬 | 0.07% | +33+0.2% | 加碼 |
| Empowered Funds, LLC | 14,291 | $387.6 萬 | 0.06% | +281+2.0% | 加碼 |
| South State Corp. | 14,287 | $387.5 萬 | 0.27% | +433+3.1% | 加碼 |
| West Oak Capital, LLC | 14,282 | $387.3 萬 | 0.72% | −380−2.6% | 減碼 |
| Capital International Inc | 14,224 | $385.8 萬 | 0.05% | +432+3.1% | 加碼 |
| Gotham Asset Management, LLC | 14,201 | $385.1 萬 | 0.04% | +2,236+18.7% | 加碼 |
| BNC Wealth Management, LLC | 14,179 | $384.5 萬 | 1.42% | +602+4.4% | 加碼 |
| Columbia Asset Management | 14,150 | $383.7 萬 | 0.68% | +281+2.0% | 加碼 |
| Merit Financial Group, LLC | 14,122 | $383.0 萬 | 0.09% | +516+3.8% | 加碼 |
| Hartline Investment Corp | 14,086 | $382.0 萬 | 0.48% | +3,242+29.9% | 加碼 |
| Compass Wealth Management LLC | 14,085 | $382.0 萬 | 0.90% | −920−6.1% | 減碼 |
| Herbst Group, LLC | 14,041 | $380.8 萬 | 2.36% | +760+5.7% | 加碼 |
| Brendel Financial Advisors LLC | 14,021 | $380.2 萬 | 2.16% | 00.0% | 不變 |
| Lodestone Wealth Management LLC | 13,983 | $379.2 萬 | 1.92% | −141−1.0% | 減碼 |
| Hilltop Holdings Inc. | 13,912 | $377.3 萬 | 0.25% | +3,552+34.3% | 加碼 |
| BLB&B Advisors, LLC | 13,896 | $376.9 萬 | 0.19% | +2,474+21.7% | 加碼 |
| Nemes Rush Group LLC | 16,520 | $376.1 萬 | 0.55% | −100−0.6% | 減碼 |
| ProVise Management Group, LLC | 13,860 | $375.9 萬 | 0.30% | −110−0.8% | 減碼 |
| Canandaigua National Bank & Trust Co | 13,852 | $375.7 萬 | 0.36% | −397−2.8% | 減碼 |
| TD Private Client Wealth LLC | 13,794 | $374.1 萬 | 0.11% | +870+6.7% | 加碼 |
| Principal Securities, Inc. | 13,771 | $373.5 萬 | 0.09% | +1,193+9.5% | 加碼 |
| Evercore Wealth Management, LLC | 13,688 | $371.2 萬 | 0.06% | −560−3.9% | 減碼 |
| Tower Bridge Advisors | 13,627 | $369.6 萬 | 0.38% | 00.0% | 不變 |
| Teachers Insurance & Annuity Association of America | 13,535 | $367.1 萬 | 5.61% | +13,535 | 新進 |
| Jacobi Capital Management LLC | 13,503 | $366.2 萬 | 0.28% | +145+1.1% | 加碼 |
| Meeder Advisory Services, Inc. | 13,499 | $366.1 萬 | 0.24% | +400+3.1% | 加碼 |
| Grandfield & Dodd, LLC | 13,484 | $365.7 萬 | 0.22% | +13+0.1% | 加碼 |
| Proequities, Inc. | 13,421 | $364.0 萬 | 0.22% | −391−2.8% | 減碼 |
| Townsend & Associates, Inc | 13,416 | $363.9 萬 | 0.37% | +124+0.9% | 加碼 |
| Hodges Capital Management Inc. | 13,407 | $363.6 萬 | 0.23% | −2,823−17.4% | 減碼 |
| Smith, Salley & Associates | 13,171 | $357.2 萬 | 0.23% | −27−0.2% | 減碼 |
| Greenfield Savings Bank | 13,165 | $357.0 萬 | 1.69% | +12+0.1% | 加碼 |
| AE Wealth Management LLC | 13,160 | $356.9 萬 | 0.03% | −1,819−12.1% | 減碼 |