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 |
|---|---|---|---|---|---|
| Kestra Investment Management, LLC | 5,849 | $173.6 萬 | 0.07% | +1,937+49.5% | 加碼 |
| Bank of Hawaii | 5,856 | $173.8 萬 | 0.10% | −139−2.3% | 減碼 |
| Leo Wealth, LLC | 5,860 | $173.9 萬 | 0.16% | +2,609+80.3% | 加碼 |
| First Citizens Bank & Trust Co | 5,876 | $174.4 萬 | 0.03% | +247+4.4% | 加碼 |
| Focus Financial Network, Inc. | 5,877 | $174.4 萬 | 0.07% | +48+0.8% | 加碼 |
| MainStreet Investment Advisors LLC | 5,897 | $175.0 萬 | 0.25% | −101−1.7% | 減碼 |
| Community Bank, N.A. | 5,912 | $175.5 萬 | 0.23% | −85−1.4% | 減碼 |
| Leavell Investment Management, Inc. | 5,943 | $176.4 萬 | 0.09% | +295+5.2% | 加碼 |
| Fort Point Capital Partners LLC | 5,944 | $176.4 萬 | 0.20% | −1,130−16.0% | 減碼 |
| Ransom Advisory, Ltd | 5,946 | $176.5 萬 | 0.81% | 00.0% | 不變 |
| TrinityPoint Wealth, LLC | 5,961 | $176.9 萬 | 0.25% | +154+2.7% | 加碼 |
| YHB Investment Advisors, Inc. | 5,961 | $176.9 萬 | 0.15% | −125−2.1% | 減碼 |
| Legacy Edge Advisors, LLC | 5,981 | $177.8 萬 | 0.28% | −663−10.0% | 減碼 |
| B&L Asset Management LLC | 5,995 | $177.9 萬 | 1.13% | +10.0% | 加碼 |
| Greenwood Gearhart Inc | 5,999 | $178.0 萬 | 0.12% | −489−7.5% | 減碼 |
| Financial Counselors Inc | 6,009 | $178.3 萬 | 0.03% | −767−11.3% | 減碼 |
| Fidelis Capital Partners, LLC | 5,639 | $178.5 萬 | 0.18% | +1,655+41.5% | 加碼 |
| Insight Advisors, LLC | 6,008 | $178.6 萬 | 0.31% | −139−2.3% | 減碼 |
| IHT Wealth Management, LLC | 6,019 | $178.6 萬 | 0.06% | +879+17.1% | 加碼 |
| Fielder Capital Group LLC | 6,019 | $178.6 萬 | 0.56% | +102+1.7% | 加碼 |
| Weil Company, Inc. | 6,035 | $179.1 萬 | 0.62% | 00.0% | 不變 |
| Pensionmark Financial Group, LLC | 6,057 | $179.7 萬 | 0.05% | +1,292+27.1% | 加碼 |
| Ameritas Advisory Services, LLC | 6,059 | $179.8 萬 | 0.06% | +2,217+57.7% | 加碼 |
| Westpac Banking Corp | 6,093 | $180.8 萬 | 0.12% | 00.0% | 不變 |
| Cape Cod Five Cents Savings Bank | 6,685 | $181.3 萬 | 0.16% | 00.0% | 不變 |
| Old National Bancorp | 6,119 | $181.6 萬 | 0.04% | +36+0.6% | 加碼 |
| Busey Wealth Management | 6,129 | $181.9 萬 | 0.06% | −137−2.2% | 減碼 |
| Abundance Wealth Counselors | 6,139 | $182.2 萬 | 0.40% | +8+0.1% | 加碼 |
| WSFS Capital Management, LLC | 6,164 | $182.9 萬 | 0.10% | −229−3.6% | 減碼 |
| Crestwood Advisors Group LLC | 6,167 | $183.0 萬 | 0.03% | +496+8.7% | 加碼 |
| Diligent Investors, LLC | 6,197 | $183.9 萬 | 0.42% | −50−0.8% | 減碼 |
| Geneos Wealth Management Inc. | 6,202 | $184.1 萬 | 0.06% | +313+5.3% | 加碼 |
| Washington Trust Advisors, Inc. | 6,211 | $184.3 萬 | 0.15% | +29+0.5% | 加碼 |
| Axxcess Wealth Management, LLC | 6,215 | $184.5 萬 | 0.05% | +79+1.3% | 加碼 |
| Chesapeake Wealth Management | 6,272 | $186.1 萬 | 0.64% | −223−3.4% | 減碼 |
| Arkadios Wealth Advisors | 6,279 | $186.3 萬 | 0.10% | −1,013−13.9% | 減碼 |
| Western Financial Corp | 6,330 | $187.9 萬 | 1.03% | +386+6.5% | 加碼 |
| Parisi Gray Wealth Management | 6,367 | $189.0 萬 | 0.60% | +11+0.2% | 加碼 |
| S&CO Inc | 6,386 | $189.5 萬 | 0.13% | 00.0% | 不變 |
| Obermeyer Wood Investment Counsel, LLLP | 6,394 | $189.8 萬 | 0.10% | −399−5.9% | 減碼 |
| Redwood Investment Management, LLC | 6,399 | $189.9 萬 | 0.19% | −110−1.7% | 減碼 |
| Edge Capital Group, LLC | 6,451 | $191.5 萬 | 0.09% | +1,113+20.9% | 加碼 |
| Ronald Blue Trust, Inc. | 6,465 | $191.9 萬 | 0.02% | −1,432−18.1% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 6,481 | $192.4 萬 | 0.07% | −182−2.7% | 減碼 |
| Brighton Jones LLC | 6,481 | $192.4 萬 | 0.06% | +1,273+24.4% | 加碼 |
| Huntleigh Advisors, Inc. | 6,512 | $193.3 萬 | 0.42% | +6,512 | 新進 |
| Lee Danner & Bass Inc | 6,537 | $194.0 萬 | 0.15% | +272+4.3% | 加碼 |
| Wolf Group Capital Advisors | 11,159 | $194.4 萬 | 0.95% | 00.0% | 不變 |
| McAdam, LLC | 6,555 | $194.5 萬 | 0.11% | −41−0.6% | 減碼 |
| WBI Investments | 6,566 | $194.9 萬 | 0.49% | +2,256+52.3% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,164 | $195.0 萬 | 0.02% | −626−9.2% | 減碼 |
| BancorpSouth Bank | 6,605 | $196.0 萬 | 0.13% | −567−7.9% | 減碼 |
| Forum Financial Management, LP | 6,622 | $196.5 萬 | 0.03% | +31+0.5% | 加碼 |
| Flagship Harbor Advisors, LLC | 6,625 | $196.6 萬 | 0.10% | +712+12.0% | 加碼 |
| Private Trust Co NA | 6,634 | $196.9 萬 | 0.20% | −18−0.3% | 減碼 |
| Checchi Capital Advisers, LLC | 6,656 | $197.5 萬 | 0.15% | −9−0.1% | 減碼 |
| Aurora Private Wealth, Inc. | 6,713 | $199.2 萬 | 1.49% | +269+4.2% | 加碼 |
| Daymark Wealth Partners, LLC | 101,392 | $199.2 萬 | 0.08% | +105+0.1% | 加碼 |
| Argus Investors' Counsel, Inc. | 6,722 | $199.5 萬 | 1.33% | −434−6.1% | 減碼 |
| Center for Financial Planning, Inc. | 6,760 | $200.6 萬 | 0.27% | 00.0% | 不變 |
| RB Capital Management, LLC | 6,791 | $201.5 萬 | 0.47% | +301+4.6% | 加碼 |
| Beacon Financial Group | 6,792 | $201.6 萬 | 0.22% | −118−1.7% | 減碼 |
| Piscataqua Savings Bank | 6,813 | $202.2 萬 | 1.74% | −50−0.7% | 減碼 |
| Stenger Family Office, LLC | 6,817 | $202.3 萬 | 0.69% | +6,817 | 新進 |
| Dynasty Wealth Management, LLC | 6,829 | $202.7 萬 | 0.03% | +28+0.4% | 加碼 |
| Inkwell Capital LLC | 6,851 | $203.3 萬 | 2.17% | +6,851 | 新進 |
| Rockland Trust Co | 6,860 | $203.6 萬 | 0.10% | −888−11.5% | 減碼 |
| Citadel Investment Advisory, Inc. | 6,884 | $204.3 萬 | 1.06% | 00.0% | 不變 |
| Alps Advisors Inc | 6,899 | $204.8 萬 | 0.01% | −1,470−17.6% | 減碼 |
| Trust Asset Management LLC | 6,907 | $205.0 萬 | 0.16% | 00.0% | 不變 |
| Symphony Financial, Ltd. Co. | 6,498 | $206.6 萬 | 0.32% | +37+0.6% | 加碼 |
| Stablepoint Partners, LLC | 6,991 | $207.5 萬 | 0.38% | +20.0% | 加碼 |
| Ascent Group, LLC | 7,060 | $209.5 萬 | 0.16% | +430+6.5% | 加碼 |
| Blue Zone Wealth Advisors, LLC | 7,082 | $210.2 萬 | 0.61% | −82−1.1% | 減碼 |
| Optiver Holding B.V. | 7,083 | $210.2 萬 | 0.07% | −25,402−78.2% | 減碼 |
| Everett Harris & Co | 7,093 | $210.5 萬 | 0.03% | −45−0.6% | 減碼 |
| Auxier Asset Management | 7,093 | $210.5 萬 | 0.33% | −40−0.6% | 減碼 |
| Capstone Investment Advisors, LLC | 7,117 | $211.2 萬 | 0.02% | −1,386−16.3% | 減碼 |
| Associated Banc-Corp | 7,122 | $211.4 萬 | 0.06% | −95−1.3% | 減碼 |
| Flputnam Investment Management Co | 7,135 | $211.7 萬 | 0.04% | −5,165−42.0% | 減碼 |
| Smartleaf Asset Management LLC | 7,156 | $212.8 萬 | 0.22% | +1,795+33.5% | 加碼 |
| Applied Finance Capital Management, LLC | 7,196 | $213.6 萬 | 0.09% | −193−2.6% | 減碼 |
| GLOBALT Investments LLC | 7,203 | $213.8 萬 | 0.08% | +134+1.9% | 加碼 |
| Raab & Moskowitz Asset Management LLC | 7,230 | $214.6 萬 | 0.53% | −164−2.2% | 減碼 |
| Birinyi Associates Inc | 7,250 | $215.2 萬 | 0.59% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 7,256 | $215.3 萬 | 0.02% | +33+0.5% | 加碼 |
| Lazard Freres Gestion S.A.S. | 7,258 | $215.4 萬 | 0.04% | −977−11.9% | 減碼 |
| Intellectus Partners, LLC | 7,310 | $217.0 萬 | 0.48% | −250−3.3% | 減碼 |
| Belpointe Asset Management LLC | 8,412 | $217.6 萬 | 0.13% | −268−3.1% | 減碼 |
| Boltwood Capital Management | 7,343 | $217.9 萬 | 0.66% | −59−0.8% | 減碼 |
| Excalibur Management Corp | 7,354 | $218.3 萬 | 0.87% | −284−3.7% | 減碼 |
| Groupama Asset Managment | 7,344 | $218.4 萬 | 0.04% | +699+10.5% | 加碼 |
| Thoroughbred Financial Services, LLC | 7,368 | $218.6 萬 | 0.13% | −99−1.3% | 減碼 |
| Dover Advisors, LLC | 7,370 | $218.7 萬 | 1.25% | −175−2.3% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 7,389 | $219.3 萬 | 0.09% | −18−0.2% | 減碼 |
| Harold Davidson & Associates Inc. | 7,404 | $219.7 萬 | 1.05% | +7,404 | 新進 |
| Veracity Capital LLC | 7,413 | $220.0 萬 | 0.80% | −6−0.1% | 減碼 |
| Caldwell Sutter Capital, Inc. | 7,419 | $220.2 萬 | 1.02% | 00.0% | 不變 |
| Nixon Peabody Trust Co | 7,436 | $220.7 萬 | 0.18% | +132+1.8% | 加碼 |
| Bank Ozk | 7,443 | $220.9 萬 | 0.92% | +781+11.7% | 加碼 |