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 4 季 13F 持有人
American Express Co 在 2024/12/31 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
- 2,643
- 較 2024 年第 3 季 +229 家
- 持有股數
- 5.99 億
- 較 2024 年第 3 季 +685.0 萬 (+1.2%)
- 總市值
- $1,775 億
- 較 2024 年第 3 季 +$173.5 億 (+10.8%)
- 新進機構
- 334
- 另有 859 家加碼
- 清倉機構
- 105
- 另有 1,031 家減碼
另有 46 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| RFP Financial Group LLC | 2,658 | $78.9 萬 | 0.31% | 00.0% | 不變 |
| Atlas Private Wealth Advisors | 2,665 | $79.1 萬 | 0.11% | +4+0.2% | 加碼 |
| Founders Financial Alliance, LLC | 2,669 | $79.2 萬 | 0.22% | +107+4.2% | 加碼 |
| Castleark Management LLC | 2,675 | $79.4 萬 | 0.03% | −27,230−91.1% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 2,683 | $79.6 萬 | 0.10% | −100−3.6% | 減碼 |
| Tritonpoint Wealth, LLC | 2,684 | $79.7 萬 | 0.07% | +20+0.8% | 加碼 |
| Triangle Securities Wealth Management | 2,687 | $79.7 萬 | 0.20% | −23−0.8% | 減碼 |
| Meeder Asset Management Inc | 2,698 | $80.1 萬 | 0.06% | −30,572−91.9% | 減碼 |
| Arrow Financial Corp | 2,698 | $80.1 萬 | 0.08% | −91−3.3% | 減碼 |
| PFC Capital Group, Inc. | 2,700 | $80.1 萬 | 0.39% | 00.0% | 不變 |
| Hunter Associates Investment Management LLC | 2,704 | $80.2 萬 | 0.12% | +180+7.1% | 加碼 |
| Aft, Forsyth & Company, Inc. | 2,706 | $80.3 萬 | 0.39% | +45+1.7% | 加碼 |
| Numerai GP LLC | 2,715 | $80.6 萬 | 0.22% | −1,050−27.9% | 減碼 |
| Palisades Hudson Asset Management, L.P. | 2,721 | $80.8 萬 | 0.34% | 00.0% | 不變 |
| Midwest Financial Group LLC | 2,723 | $80.8 萬 | 0.46% | 00.0% | 不變 |
| MCF Advisors LLC | 2,727 | $80.9 萬 | 0.06% | +21+0.8% | 加碼 |
| Millington Financial Advisors, LLC | 2,557 | $80.9 萬 | 0.47% | −170−6.2% | 減碼 |
| Inceptionr LLC | 2,729 | $81.0 萬 | 0.18% | −994−26.7% | 減碼 |
| Nilsine Partners, LLC | 2,730 | $81.0 萬 | 0.09% | +134+5.2% | 加碼 |
| Twin Lakes Capital Management, LLC | 2,733 | $81.1 萬 | 0.52% | −181−6.2% | 減碼 |
| Borer Denton & Associates, Inc. | 2,737 | $81.2 萬 | 0.28% | −50−1.8% | 減碼 |
| Kane Investment Management, Inc. | 2,753 | $81.7 萬 | 0.46% | +2,753 | 新進 |
| Union Savings Bank | 2,754 | $81.7 萬 | 0.40% | −68−2.4% | 減碼 |
| Indiana Trust & Investment Management CO | 2,762 | $82.0 萬 | 0.28% | −80−2.8% | 減碼 |
| Beach Investment Counsel Inc | 2,775 | $82.4 萬 | 0.11% | −4,085−59.5% | 減碼 |
| Bank Hapoalim BM | 2,778 | $82.4 萬 | 0.13% | 00.0% | 不變 |
| Cadent Capital Advisors, LLC | 2,788 | $82.8 萬 | 0.29% | +21+0.8% | 加碼 |
| Guardian Wealth Advisors, LLC | 2,795 | $83.0 萬 | 0.07% | +42+1.5% | 加碼 |
| Kearns & Associates LLC | 2,800 | $83.1 萬 | 0.54% | 00.0% | 不變 |
| Icapital Wealth LLC | 2,800 | $83.1 萬 | 0.48% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 2,802 | $83.2 萬 | 0.11% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 2,803 | $83.2 萬 | 0.21% | +2,803 | 新進 |
| Yoffe Investment Management, LLC | 2,804 | $83.2 萬 | 1.24% | +2,804 | 新進 |
| Hager Investment Management Services, LLC | 2,805 | $83.2 萬 | 0.52% | +2,805 | 新進 |
| CoreFirst Bank & Trust | 2,808 | $83.3 萬 | 0.50% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 2,812 | $83.5 萬 | 0.13% | −1,218−30.2% | 減碼 |
| Union Bancaire Privee, UBP SA | 2,776 | $83.5 萬 | 0.01% | +2,776 | 新進 |
| Banco Santander, S.A. | 2,834 | $84.1 萬 | 0.01% | −67,667−96.0% | 減碼 |
| Legal Advantage Investments, Inc. | 2,850 | $84.6 萬 | 0.45% | −50−1.7% | 減碼 |
| Bristol John W & Co Inc | 2,851 | $84.6 萬 | 0.01% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 2,852 | $84.6 萬 | 0.05% | +847+42.2% | 加碼 |
| Westmount Partners, LLC | 2,852 | $84.7 萬 | 0.26% | −239−7.7% | 減碼 |
| Blueprint Investment Partners LLC | 2,860 | $84.9 萬 | 0.13% | +1,572+122.0% | 加碼 |
| Hobbs Group Advisors, LLC | 2,863 | $85.0 萬 | 0.32% | 00.0% | 不變 |
| Bath Savings Trust Co | 2,864 | $85.0 萬 | 0.09% | −200−6.5% | 減碼 |
| VeraBank, N.A. | 2,866 | $85.1 萬 | 0.24% | +18+0.6% | 加碼 |
| Kingswood Wealth Advisors, LLC | 2,905 | $86.2 萬 | 0.06% | −773−21.0% | 減碼 |
| Cambridge Advisors Inc. | 2,910 | $86.4 萬 | 0.19% | 00.0% | 不變 |
| Kavar Capital Partners Group, LLC | 2,912 | $86.4 萬 | 0.15% | +3+0.1% | 加碼 |
| Green Harvest Asset Management LLC | 2,912 | $86.4 萬 | 0.02% | −1,634−35.9% | 減碼 |
| MFA Wealth Services | 2,925 | $86.8 萬 | 0.70% | +2,925 | 新進 |
| SPC Financial, Inc. | 2,929 | $86.9 萬 | 0.08% | +30+1.0% | 加碼 |
| Centennial Bank | 2,931 | $87.0 萬 | 0.41% | 00.0% | 不變 |
| Strategic Blueprint, LLC | 2,935 | $87.1 萬 | 0.05% | +49+1.7% | 加碼 |
| Essex Savings Bank | 2,948 | $87.5 萬 | 0.22% | +48+1.7% | 加碼 |
| Hendley & Co Inc | 2,950 | $87.6 萬 | 0.31% | 00.0% | 不變 |
| Tompkins Financial Corp | 2,964 | $88.0 萬 | 0.08% | +466+18.7% | 加碼 |
| Capital Advantage, Inc. | 2,965 | $88.0 萬 | 0.16% | +2,965 | 新進 |
| PDS Planning, Inc | 2,967 | $88.0 萬 | 0.08% | +38+1.3% | 加碼 |
| Purus Wealth Management, LLC | 2,972 | $88.2 萬 | 0.35% | −83−2.7% | 減碼 |
| Portside Wealth Group, LLC | 2,977 | $88.4 萬 | 0.15% | −53−1.7% | 減碼 |
| Unified Investment Management | 2,986 | $88.6 萬 | 1.01% | +2,986 | 新進 |
| Outlook Wealth Advisors, LLC | 2,993 | $88.8 萬 | 0.26% | +19+0.6% | 加碼 |
| ICONIQ Capital, LLC | 2,996 | $88.9 萬 | 0.01% | +1,505+100.9% | 加碼 |
| Catalyst Funds Management Pty Ltd | 3,000 | $89.0 萬 | 0.22% | −3,800−55.9% | 減碼 |
| Acima Private Wealth, LLC | 3,000 | $89.0 萬 | 0.30% | 00.0% | 不變 |
| Legacy Wealth Management, LLC | 3,000 | $89.0 萬 | 0.35% | 00.0% | 不變 |
| Authentikos Wealth Advisory, LLC | 3,000 | $89.0 萬 | 0.88% | +3,000 | 新進 |
| Linscomb & Williams, Inc. | 3,003 | $89.1 萬 | 0.04% | −36−1.2% | 減碼 |
| StoneX Group Inc. | 3,010 | $89.3 萬 | 0.05% | +1,393+86.1% | 加碼 |
| Lewis Asset Management, LLC | 3,017 | $89.5 萬 | 0.68% | −232−7.1% | 減碼 |
| Scissortail Wealth Management, LLC | 3,017 | $89.5 萬 | 0.23% | +3,014+100,466.7% | 加碼 |
| Knightsbridge Asset Management, LLC | 3,021 | $89.6 萬 | 0.21% | −384−11.3% | 減碼 |
| LongView Wealth Management | 3,021 | $89.7 萬 | 0.27% | +10+0.3% | 加碼 |
| Hanson & Doremus Investment Management | 3,026 | $89.8 萬 | 0.14% | +314+11.6% | 加碼 |
| Simon Quick Advisors, LLC | 3,028 | $89.9 萬 | 0.05% | +566+23.0% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 3,029 | $89.9 萬 | 0.05% | 00.0% | 不變 |
| Weaver Capital Management LLC | 3,038 | $90.2 萬 | 0.25% | +351+13.1% | 加碼 |
| Embree Financial Group | 3,038 | $90.2 萬 | 0.15% | +4+0.1% | 加碼 |
| Great Valley Advisor Group, Inc. | 3,038 | $90.2 萬 | 0.02% | +35+1.2% | 加碼 |
| Harbour Investment Management LLC | 3,050 | $90.5 萬 | 0.40% | +511+20.1% | 加碼 |
| Shufro Rose & Co LLC | 3,063 | $90.9 萬 | 0.07% | +358+13.2% | 加碼 |
| Basepoint Wealth LLC | 3,064 | $90.9 萬 | 0.72% | −303−9.0% | 減碼 |
| Tradition Wealth Management, LLC | 3,071 | $91.1 萬 | 0.08% | +94+3.2% | 加碼 |
| Exchange Bank | 3,076 | $91.3 萬 | 0.73% | +41+1.4% | 加碼 |
| Legacy Financial Advisors, Inc. | 3,084 | $91.5 萬 | 0.15% | +319+11.5% | 加碼 |
| Chapman Financial Group, LLC | 3,090 | $91.7 萬 | 0.74% | +3,090 | 新進 |
| Ridgewood Investments LLC | 3,093 | $91.8 萬 | 0.44% | +7+0.2% | 加碼 |
| Clean Yield Group | 3,095 | $91.9 萬 | 0.29% | −40−1.3% | 減碼 |
| Continuum Advisory, LLC | 3,102 | $92.1 萬 | 0.12% | +249+8.7% | 加碼 |
| SignalPoint Asset Management, LLC | 3,120 | $92.6 萬 | 0.23% | −28−0.9% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 3,130 | $92.9 萬 | 0.04% | +285+10.0% | 加碼 |
| Old Mission Investment Co LLC | 3,136 | $93.1 萬 | 0.28% | +4+0.1% | 加碼 |
| MJP Associates Inc | 3,142 | $93.3 萬 | 0.17% | +1,867+146.4% | 加碼 |
| Eagle Ridge Investment Management | 3,148 | $93.4 萬 | 0.08% | 00.0% | 不變 |
| Amica Retiree Medical Trust | 3,165 | $93.9 萬 | 0.89% | −277−8.0% | 減碼 |
| Clarius Group, LLC | 3,179 | $94.3 萬 | 0.06% | −700−18.0% | 減碼 |
| Matrix Asset Advisors Inc | 3,187 | $94.6 萬 | 0.10% | −25−0.8% | 減碼 |
| Fullerton Fund Management Co Ltd. | 3,196 | $94.9 萬 | 0.03% | +3,196 | 新進 |
| US Asset Management LLC | 3,200 | $95.0 萬 | 0.85% | −136−4.1% | 減碼 |