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
- 2,642
- 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 858 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 |
|---|---|---|---|---|---|
| Aster Capital Management (DIFC) Ltd | 4,739 | $140.6 萬 | 0.54% | −2,581−35.3% | 減碼 |
| Muirfield Wealth Advisors LLC | 4,742 | $140.7 萬 | 1.16% | +12+0.3% | 加碼 |
| Chicago Partners Investment Group LLC | 4,671 | $141.5 萬 | 0.05% | +92+2.0% | 加碼 |
| PFG Investments, LLC | 5,679 | $141.8 萬 | 0.09% | −570−9.1% | 減碼 |
| Boyar Asset Management Inc. | 4,785 | $142.0 萬 | 0.94% | 00.0% | 不變 |
| Leisure Capital Management | 4,798 | $142.4 萬 | 0.56% | −10.0% | 減碼 |
| Beaumont Asset Management, L.L.C. | 4,821 | $143.1 萬 | 0.83% | −84−1.7% | 減碼 |
| IFP Advisors, Inc | 4,836 | $143.5 萬 | 0.05% | −3,156−39.5% | 減碼 |
| Hall Capital Management Co Inc | 4,877 | $144.7 萬 | 0.68% | +4,877 | 新進 |
| Minot DeBlois Advisors LLC | 4,878 | $144.8 萬 | 1.32% | +4,878 | 新進 |
| Wesbanco Bank Inc | 4,883 | $144.9 萬 | 0.05% | +705+16.9% | 加碼 |
| Modern Wealth Management, LLC | 4,886 | $145.0 萬 | 0.05% | +842+20.8% | 加碼 |
| Levin Capital Strategies, L.P. | 4,916 | $145.9 萬 | 0.14% | 00.0% | 不變 |
| RNC Capital Management LLC | 4,931 | $146.3 萬 | 0.08% | −497−9.2% | 減碼 |
| Wealthcare Advisory Partners LLC | 4,931 | $146.4 萬 | 0.04% | +133+2.8% | 加碼 |
| Wealth Alliance | 4,932 | $146.4 萬 | 0.18% | −134−2.6% | 減碼 |
| Garde Capital, Inc. | 4,986 | $148.0 萬 | 0.10% | +148+3.1% | 加碼 |
| Washington Trust Co | 4,995 | $148.2 萬 | 0.05% | +347+7.5% | 加碼 |
| Spirit of America Management Corp | 5,000 | $148.4 萬 | 0.30% | 00.0% | 不變 |
| Canopy Partners, LLC | 5,056 | $150.1 萬 | 0.57% | +579+12.9% | 加碼 |
| PFG Advisors | 5,060 | $150.2 萬 | 0.09% | −149−2.9% | 減碼 |
| Carr Financial Group Corp | 5,063 | $150.3 萬 | 0.47% | −401−7.3% | 減碼 |
| Confluence Wealth Services, Inc. | 4,612 | $150.3 萬 | 0.10% | 00.0% | 不變 |
| Bradyco, Inc. | 5,074 | $150.6 萬 | 0.93% | +5,074 | 新進 |
| Harbor Investment Advisory, LLC | 5,074 | $150.6 萬 | 0.14% | +83+1.7% | 加碼 |
| WealthTrust Axiom LLC | 5,083 | $150.8 萬 | 0.45% | −18−0.4% | 減碼 |
| Strategic Investment Advisors | 5,105 | $151.5 萬 | 0.16% | −354−6.5% | 減碼 |
| Patten & Patten Inc | 5,109 | $151.6 萬 | 0.10% | +147+3.0% | 加碼 |
| Sterling Wealth Management, Inc. | 5,128 | $152.2 萬 | 0.56% | 00.0% | 不變 |
| Baker Avenue Asset Management, LP | 5,139 | $152.5 萬 | 0.05% | +338+7.0% | 加碼 |
| Profit Investment Management, LLC | 5,142 | $152.6 萬 | 1.22% | −138−2.6% | 減碼 |
| Legacy Advisors, LLC | 5,146 | $152.7 萬 | 0.15% | +120+2.4% | 加碼 |
| AXS Investments LLC | 5,150 | $152.8 萬 | 0.43% | −586−10.2% | 減碼 |
| Orrstown Financial Services Inc | 5,158 | $153.1 萬 | 0.41% | +685+15.3% | 加碼 |
| Pecaut & Co. | 5,169 | $153.4 萬 | 0.53% | 00.0% | 不變 |
| Aspiriant, LLC | 5,172 | $153.5 萬 | 0.06% | +170+3.4% | 加碼 |
| Vectors Research Management, LLC | 5,189 | $154.0 萬 | 0.52% | 00.0% | 不變 |
| Factorial Partners, LLC | 5,200 | $154.3 萬 | 0.89% | 00.0% | 不變 |
| S.A. Mason LLC | 5,206 | $154.5 萬 | 0.81% | −74−1.4% | 減碼 |
| Woodstock Corp | 5,215 | $154.8 萬 | 0.15% | −359−6.4% | 減碼 |
| Ramirez Asset Management, Inc. | 5,220 | $154.9 萬 | 0.31% | 00.0% | 不變 |
| Signal Advisors Wealth, LLC | 5,224 | $155.0 萬 | 0.18% | −210−3.9% | 減碼 |
| MeadowBrook Investment Advisors LLC | 5,224 | $155.0 萬 | 1.37% | −100−1.9% | 減碼 |
| Sapient Capital LLC | 5,252 | $155.9 萬 | 0.03% | +574+12.3% | 加碼 |
| Lebenthal Global Advisors, LLC | 5,269 | $156.4 萬 | 0.29% | −61−1.1% | 減碼 |
| Spinnaker Trust | 5,289 | $157.0 萬 | 0.10% | −150−2.8% | 減碼 |
| Paragon Private Wealth Management, LLC | 5,296 | $157.2 萬 | 0.73% | +180+3.5% | 加碼 |
| Farther Finance Advisors, LLC | 5,301 | $157.3 萬 | 0.06% | −604−10.2% | 減碼 |
| Norden Group LLC | 5,311 | $157.6 萬 | 0.18% | −15,328−74.3% | 減碼 |
| Advisor OS, LLC | 5,323 | $158.0 萬 | 0.18% | +2,094+64.8% | 加碼 |
| 44 Wealth Management LLC | 5,325 | $158.0 萬 | 0.61% | −570−9.7% | 減碼 |
| Cypress Wealth Services, LLC | 5,332 | $158.2 萬 | 0.32% | −10−0.2% | 減碼 |
| Avestar Capital, LLC | 5,334 | $158.3 萬 | 0.14% | +448+9.2% | 加碼 |
| Strategic Advisors LLC | 5,356 | $159.0 萬 | 0.29% | +1,702+46.6% | 加碼 |
| NBZ Investment Advisors LLC | 5,359 | $159.1 萬 | 0.89% | +5,359 | 新進 |
| Syon Capital LLC | 5,394 | $160.1 萬 | 0.14% | −173−3.1% | 減碼 |
| Sirios Capital Management L P | 5,399 | $160.2 萬 | 0.29% | −178−3.2% | 減碼 |
| First Dallas Securities Inc. | 5,412 | $160.6 萬 | 0.65% | −3,284−37.8% | 減碼 |
| Harbour Investments, Inc. | 5,420 | $160.9 萬 | 0.05% | +118+2.2% | 加碼 |
| Ameritas Investment Partners, Inc. | 5,422 | $160.9 萬 | 0.05% | −267−4.7% | 減碼 |
| Atomi Financial Group, Inc. | 5,435 | $161.3 萬 | 0.08% | +846+18.4% | 加碼 |
| Simmons Bank | 5,446 | $161.6 萬 | 0.12% | −123−2.2% | 減碼 |
| Lawson Kroeker Investment Management Inc | 5,464 | $162.2 萬 | 0.31% | +6+0.1% | 加碼 |
| Laurel Wealth Advisors LLC | 5,491 | $163.0 萬 | 0.25% | −30−0.5% | 減碼 |
| Highview Capital Management LLC | 5,492 | $163.0 萬 | 0.63% | −42−0.8% | 減碼 |
| Grove Bank & Trust | 5,493 | $163.0 萬 | 0.23% | −249−4.3% | 減碼 |
| Cambridge Financial Group, LLC | 5,495 | $163.1 萬 | 0.70% | −21−0.4% | 減碼 |
| Icon Advisers Inc | 5,500 | $163.2 萬 | 0.37% | 00.0% | 不變 |
| KRS Capital Management, LLC | 5,507 | $163.4 萬 | 1.16% | −14−0.3% | 減碼 |
| Interchange Capital Partners, LLC | 5,513 | $163.6 萬 | 0.59% | −179−3.1% | 減碼 |
| Stonebrook Private Inc. | 5,513 | $163.6 萬 | 0.43% | +52+1.0% | 加碼 |
| Ledyard National Bank | 5,517 | $163.7 萬 | 0.15% | −93−1.7% | 減碼 |
| Crewe Advisors LLC | 5,523 | $163.9 萬 | 0.23% | −5−0.1% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 5,529 | $164.1 萬 | 0.03% | −526−8.7% | 減碼 |
| Transatlantique Private Wealth LLC | 5,533 | $164.2 萬 | 0.62% | +10.0% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 5,534 | $164.2 萬 | 0.11% | −4−0.1% | 減碼 |
| Saxon Interests, Inc. | 5,536 | $164.3 萬 | 0.72% | +95+1.7% | 加碼 |
| Cornerstone Planning Group LLC | 5,196 | $164.4 萬 | 0.40% | +11+0.2% | 加碼 |
| Trust Point Inc. | 5,555 | $164.9 萬 | 0.11% | −92−1.6% | 減碼 |
| Manchester Capital Management LLC | 5,558 | $164.9 萬 | 0.19% | −28−0.5% | 減碼 |
| Northcape Wealth Management, LLC | 5,580 | $165.6 萬 | 0.54% | 00.0% | 不變 |
| Twin Capital Management Inc | 5,598 | $166.1 萬 | 0.18% | −179−3.1% | 減碼 |
| Mather Group, LLC. | 5,599 | $166.2 萬 | 0.02% | −331−5.6% | 減碼 |
| Myriad Asset Management US LP | 5,626 | $167.0 萬 | 1.12% | +5,626 | 新進 |
| Advisory Research Inc | 5,628 | $167.0 萬 | 0.28% | −849−13.1% | 減碼 |
| Stratos Wealth Advisors, LLC | 5,648 | $167.6 萬 | 0.08% | −601−9.6% | 減碼 |
| Blodgett Wealth Advisors, LLC | 5,659 | $168.0 萬 | 1.32% | −57−1.0% | 減碼 |
| Capital Analysts, LLC | 5,666 | $168.2 萬 | 0.07% | +647+12.9% | 加碼 |
| Monte Financial Group, LLC | 5,684 | $168.7 萬 | 0.72% | −303−5.1% | 減碼 |
| Waldron Private Wealth LLC | 5,684 | $168.7 萬 | 0.07% | +16+0.3% | 加碼 |
| Balboa Wealth Partners | 5,693 | $169.0 萬 | 0.39% | +2,836+99.3% | 加碼 |
| HTLF Bank | 5,698 | $169.1 萬 | 0.19% | −131−2.2% | 減碼 |
| BayBridge Capital Group, LLC | 5,702 | $169.2 萬 | 1.23% | −46−0.8% | 減碼 |
| Delphi Management Inc | 5,713 | $169.6 萬 | 1.64% | −152−2.6% | 減碼 |
| Weik Capital Management | 5,763 | $171.0 萬 | 0.70% | −100−1.7% | 減碼 |
| Cigna Investments Inc | 5,777 | $171.5 萬 | 0.30% | −40−0.7% | 減碼 |
| Hohimer Wealth Management, LLC | 5,829 | $173.0 萬 | 0.33% | +37+0.6% | 加碼 |
| Lakeshore Capital Group, Inc. | 5,844 | $173.4 萬 | 2.62% | +5,844 | 新進 |
| Natixis | 5,845 | $173.5 萬 | 0.01% | −12,226−67.7% | 減碼 |
| Highline Wealth Partners LLC | 5,848 | $173.6 萬 | 0.57% | +25+0.4% | 加碼 |