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 |
|---|---|---|---|---|---|
| Apollon Wealth Management, LLC | 12,903 | $349.9 萬 | 0.10% | +467+3.8% | 加碼 |
| Profund Advisors LLC | 12,861 | $348.8 萬 | 0.13% | +82+0.6% | 加碼 |
| Chicago Capital, LLC | 12,855 | $348.6 萬 | 0.10% | +276+2.2% | 加碼 |
| Webster Bank, N. A. | 12,781 | $346.6 萬 | 0.37% | −880−6.4% | 減碼 |
| Quadrant Capital Group LLC | 12,760 | $346.1 萬 | 0.24% | +68+0.5% | 加碼 |
| J.W. Cole Advisors, Inc. | 12,739 | $345.5 萬 | 0.14% | +1,874+17.2% | 加碼 |
| Cito Capital Group, LLC | 12,725 | $345.1 萬 | 1.29% | 00.0% | 不變 |
| Invesco, LLC | 12,654 | $343.2 萬 | 1.37% | −110−0.9% | 減碼 |
| We Are One Seven, LLC | 12,641 | $342.8 萬 | 0.15% | +6,538+107.1% | 加碼 |
| Trajan Wealth LLC | 12,615 | $342.1 萬 | 0.20% | +1,792+16.6% | 加碼 |
| Connable Office Inc | 12,606 | $341.9 萬 | 0.34% | +53+0.4% | 加碼 |
| Centiva Capital, LP | 12,483 | $338.5 萬 | 0.15% | −6,391−33.9% | 減碼 |
| Sawyer & Company, Inc | 12,447 | $337.6 萬 | 1.25% | −23−0.2% | 減碼 |
| Rehmann Capital Advisory Group | 12,382 | $337.2 萬 | 0.22% | −547−4.2% | 減碼 |
| Cullen Investment Group, Ltd. | 12,432 | $337.1 萬 | 0.50% | +19+0.2% | 加碼 |
| Ostrum Asset Management | 12,424 | $336.9 萬 | 0.28% | −595−4.6% | 減碼 |
| Bleakley Financial Group, LLC | 12,409 | $336.5 萬 | 0.10% | +297+2.5% | 加碼 |
| Alight Capital Management LP | 12,400 | $336.3 萬 | 1.21% | +12,400 | 新進 |
| International Assets Investment Management, LLC | 909,737 | $335.4 萬 | 0.02% | +906,353+26,783.5% | 加碼 |
| Vinva Investment Management Ltd | 12,360 | $335.0 萬 | 0.15% | −326−2.6% | 減碼 |
| Fortis Group Advisors, LLC | 12,326 | $334.3 萬 | 0.62% | −739−5.7% | 減碼 |
| Ahl Investment Management, Inc. | 12,306 | $333.7 萬 | 2.30% | −25−0.2% | 減碼 |
| Independent Financial Group, LLC | 12,270 | $332.8 萬 | 0.12% | +459+3.9% | 加碼 |
| Rathbone Brothers plc | 12,128 | $328.9 萬 | 0.02% | −18−0.1% | 減碼 |
| Frank, Rimerman Advisors LLC | 12,081 | $327.6 萬 | 0.23% | +1,028+9.3% | 加碼 |
| SOL Capital Management CO | 12,048 | $326.8 萬 | 0.36% | +25+0.2% | 加碼 |
| Two Sigma Investments, LP | 12,017 | $325.9 萬 | 0.01% | −7,773−39.3% | 減碼 |
| Independent Investors Inc | 12,000 | $325.4 萬 | 0.66% | 00.0% | 不變 |
| Change Path, LLC | 11,990 | $325.2 萬 | 0.11% | −103−0.9% | 減碼 |
| Insight Inv LLC | 11,981 | $324.9 萬 | 2.73% | −600−4.8% | 減碼 |
| Godshalk Welsh Capital Management, Inc. | 11,963 | $324.4 萬 | 2.05% | −650−5.2% | 減碼 |
| Parallel Advisors, LLC | 11,927 | $323.5 萬 | 0.08% | +896+8.1% | 加碼 |
| Insigneo Advisory Services, LLC | 11,924 | $323.4 萬 | 0.33% | −683−5.4% | 減碼 |
| Summit Trail Advisors, LLC | 11,906 | $322.9 萬 | 0.08% | +1,036+9.5% | 加碼 |
| KCM Investment Advisors LLC | 11,878 | $322.1 萬 | 0.11% | +108+0.9% | 加碼 |
| Arete Wealth Advisors, LLC | 12,002 | $319.5 萬 | 0.27% | +1,383+13.0% | 加碼 |
| Global Retirement Partners, LLC | 11,758 | $318.9 萬 | 0.10% | +4,632+65.0% | 加碼 |
| Peoples Financial Services Corp. | 11,733 | $318.2 萬 | 1.44% | −284−2.4% | 減碼 |
| Fifth Third Wealth Advisors LLC | 11,709 | $317.5 萬 | 0.19% | +529+4.7% | 加碼 |
| Harbor Capital Advisors, Inc. | 11,702 | $317.4 萬 | 0.14% | +283+2.5% | 加碼 |
| Azimuth Capital Investment Management LLC | 11,700 | $317.3 萬 | 0.12% | +10+0.1% | 加碼 |
| Trust Co of Toledo NA | 11,696 | $317.2 萬 | 0.43% | +60+0.5% | 加碼 |
| Lowe Brockenbrough & Co Inc | 11,678 | $316.7 萬 | 0.20% | +2,715+30.3% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 11,637 | $315.6 萬 | 0.07% | +1,202+11.5% | 加碼 |
| Lindsell Train Ltd大師Lindsell Train | 11,600 | $314.6 萬 | 0.07% | 00.0% | 不變 |
| Mitchell McLeod Pugh & Williams Inc | 11,585 | $314.2 萬 | 0.66% | −122−1.0% | 減碼 |
| Arcus Capital Partners, LLC | 11,583 | $314.1 萬 | 1.14% | 00.0% | 不變 |
| Eads & Heald Wealth Management | 11,559 | $313.5 萬 | 1.49% | −857−6.9% | 減碼 |
| Moody National Bank Trust Division | 11,554 | $313.3 萬 | 0.34% | +413+3.7% | 加碼 |
| Bull Street Advisors, LLC | 11,550 | $313.2 萬 | 1.45% | −25−0.2% | 減碼 |
| Midwest Professional Planners, LTD. | 11,534 | $312.8 萬 | 0.96% | +906+8.5% | 加碼 |
| Aristotle Capital Management, LLC | 11,530 | $312.7 萬 | 0.01% | 00.0% | 不變 |
| Investment Advisory Services Inc | 11,492 | $311.7 萬 | 1.10% | −1,665−12.7% | 減碼 |
| Valueworks LLC | 11,436 | $310.1 萬 | 0.99% | −149−1.3% | 減碼 |
| Boston Family Office LLC | 11,430 | $310.0 萬 | 0.21% | 00.0% | 不變 |
| QV Investors Inc. | 11,430 | $310.0 萬 | 0.27% | +60+0.5% | 加碼 |
| Strategic Planning Group, LLC | 11,362 | $308.2 萬 | 0.61% | +561+5.2% | 加碼 |
| Impax Asset Management Group plc | 11,351 | $307.8 萬 | 0.01% | −417−3.5% | 減碼 |
| Fruth Investment Management | 11,350 | $307.8 萬 | 0.80% | −200−1.7% | 減碼 |
| Sigma Planning Corp | 11,325 | $307.1 萬 | 0.09% | +265+2.4% | 加碼 |
| Private Wealth Partners, LLC | 11,283 | $306.0 萬 | 0.24% | +70+0.6% | 加碼 |
| Gladstone Institutional Advisory LLC | 11,253 | $305.2 萬 | 0.15% | −3,104−21.6% | 減碼 |
| Vise Technologies, Inc. | 11,211 | $304.1 萬 | 0.39% | +3,428+44.0% | 加碼 |
| Vestcor Inc | 11,208 | $304.0 萬 | 0.10% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 11,204 | $303.8 萬 | 0.09% | +731+7.0% | 加碼 |
| G&S Capital LLC | 11,183 | $303.3 萬 | 1.27% | +4,656+71.3% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 11,164 | $302.8 萬 | 0.65% | −2,819−20.2% | 減碼 |
| Smithfield Trust Co | 11,133 | $302.2 萬 | 0.15% | +4,646+71.6% | 加碼 |
| Fiduciary Alliance LLC | 11,135 | $302.0 萬 | 0.40% | +10,183+1,069.6% | 加碼 |
| Intrinsic Value Partners, LLC | 11,114 | $301.4 萬 | 3.02% | −2,836−20.3% | 減碼 |
| Diversify Wealth Management, LLC | 11,061 | $300.0 萬 | 0.29% | −4,501−28.9% | 減碼 |
| Gifford Fong Associates | 11,000 | $298.3 萬 | 0.75% | 00.0% | 不變 |
| Strategic Wealth Partners, Ltd. | 10,958 | $297.2 萬 | 0.29% | +98+0.9% | 加碼 |
| Linden Thomas Advisory Services, LLC | 10,956 | $297.1 萬 | 0.41% | +1,845+20.3% | 加碼 |
| BKD Wealth Advisors, LLC | 10,924 | $296.3 萬 | 0.07% | −4,404−28.7% | 減碼 |
| Penn Davis McFarland Inc | 10,852 | $294.3 萬 | 0.33% | +10,852 | 新進 |
| Peak Financial Advisors LLC | 10,836 | $293.9 萬 | 1.51% | +10,836 | 新進 |
| Personal Cfo Solutions, LLC | 10,836 | $293.9 萬 | 0.41% | −1,513−12.3% | 減碼 |
| Deane Retirement Strategies, Inc. | 10,787 | $292.5 萬 | 1.43% | −42−0.4% | 減碼 |
| First Horizon Advisors, Inc. | 10,655 | $289.0 萬 | 0.08% | +2,608+32.4% | 加碼 |
| Great Lakes Retirement, Inc. | 10,627 | $288.2 萬 | 0.37% | +178+1.7% | 加碼 |
| Qtron Investments LLC | 10,603 | $287.6 萬 | 0.39% | +1,057+11.1% | 加碼 |
| Donoghue Forlines LLC | 10,603 | $287.6 萬 | 0.82% | +1,729+19.5% | 加碼 |
| J. Safra Sarasin Holding AG | 10,573 | $286.7 萬 | 0.05% | −332−3.0% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 10,553 | $286.2 萬 | 1.73% | +1,813+20.7% | 加碼 |
| Icon Wealth Advisors, LLC | 10,546 | $286.0 萬 | 0.24% | −118−1.1% | 減碼 |
| Fulton Bank, N.A. | 10,530 | $285.6 萬 | 0.11% | +18+0.2% | 加碼 |
| St. Johns Investment Management Company, LLC | 10,516 | $285.2 萬 | 1.34% | −348−3.2% | 減碼 |
| Guardian Capital LP | 10,388 | $281.7 萬 | 0.10% | 00.0% | 不變 |
| Buttonwood Financial Advisors Inc. | 10,383 | $281.6 萬 | 1.23% | −231−2.2% | 減碼 |
| Wedmont Private Capital | 10,261 | $280.9 萬 | 0.16% | +590+6.1% | 加碼 |
| Constitution Capital LLC | 10,350 | $280.7 萬 | 1.50% | −1,400−11.9% | 減碼 |
| Mission Wealth Management, LP | 10,299 | $279.3 萬 | 0.07% | −20.0% | 減碼 |
| Bailard, Inc. | 10,291 | $279.1 萬 | 0.07% | +247+2.5% | 加碼 |
| Flputnam Investment Management Co | 12,300 | $278.6 萬 | 0.05% | +4,891+66.0% | 加碼 |
| Sawgrass Asset Management LLC | 10,231 | $277.5 萬 | 0.29% | −153−1.5% | 減碼 |
| Northstar Advisory Group, LLC | 10,184 | $276.2 萬 | 1.43% | −30.0% | 減碼 |
| FOCUS Wealth Advisors, LLC | 10,163 | $275.6 萬 | 1.37% | −232−2.2% | 減碼 |
| Hamilton Capital Partners Inc. | 10,079 | $273.3 萬 | 0.24% | +440+4.6% | 加碼 |
| Cunning Capital Partners, LP | 10,070 | $273.1 萬 | 1.45% | 00.0% | 不變 |