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 3,021 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 | 3,021 | $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 | 2,348 | $1,398 億 |
| 2024 年第 1 季 | 2,315 | $1,395 億 |
| 2023 年第 4 季 | 2,191 | $1,145 億 |
| 2023 年第 3 季 | 2,002 | $913.0 億 |
| 2023 年第 2 季 | 2,047 | $1,079 億 |
| 2023 年第 1 季 | 2,055 | $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 |
|---|---|---|---|---|---|
| Plimoth Trust Co LLC | 9,446 | $280.3 萬 | 0.72% | −108−1.1% | 減碼 |
| Zhang Financial LLC | 9,446 | $280.4 萬 | 0.16% | +724+8.3% | 加碼 |
| TAGStone Capital, Inc. | 9,464 | $280.9 萬 | 1.38% | +108+1.2% | 加碼 |
| Parkshore Wealth Management, Inc. | 9,479 | $281.3 萬 | 1.69% | +9,479 | 新進 |
| Sawgrass Asset Management LLC | 9,495 | $281.8 萬 | 0.31% | −736−7.2% | 減碼 |
| Aptus Capital Advisors, LLC | 9,543 | $283.2 萬 | 0.03% | +1,732+22.2% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 9,561 | $283.8 萬 | 0.31% | −25−0.3% | 減碼 |
| Financial Security Advisor, Inc. | 9,563 | $283.8 萬 | 0.72% | −92−1.0% | 減碼 |
| Evoke Wealth, LLC | 9,619 | $285.5 萬 | 0.08% | +46+0.5% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 9,652 | $286.5 萬 | 0.60% | −1,933−16.7% | 減碼 |
| Mission Wealth Management, LP | 9,656 | $286.6 萬 | 0.07% | −643−6.2% | 減碼 |
| HBK Sorce Advisory LLC | 9,658 | $286.6 萬 | 0.09% | +312+3.3% | 加碼 |
| Horizon Investments, LLC | 9,687 | $286.8 萬 | 0.08% | +188+2.0% | 加碼 |
| SBI Securities Co., Ltd. | 9,668 | $286.9 萬 | 0.09% | +9,668 | 新進 |
| NTV Asset Management LLC | 9,679 | $287.3 萬 | 0.38% | −336−3.4% | 減碼 |
| Moors & Cabot, Inc. | 9,696 | $287.8 萬 | 0.14% | +405+4.4% | 加碼 |
| Hodges Capital Management Inc. | 9,761 | $289.7 萬 | 0.17% | −3,646−27.2% | 減碼 |
| Xcel Wealth Management, LLC | 9,793 | $290.6 萬 | 0.81% | 00.0% | 不變 |
| Inlet Private Wealth, LLC | 9,795 | $290.7 萬 | 0.77% | +44+0.5% | 加碼 |
| Knuff & Co LLC | 9,817 | $291.4 萬 | 0.89% | +167+1.7% | 加碼 |
| Doheny Asset Management | 9,820 | $291.4 萬 | 2.17% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 9,823 | $291.5 萬 | 0.11% | +1,844+23.1% | 加碼 |
| Joel Isaacson & Co., LLC | 9,843 | $292.1 萬 | 0.13% | 00.0% | 不變 |
| Vinva Investment Management Ltd | 9,836 | $292.5 萬 | 0.11% | −2,524−20.4% | 減碼 |
| FOCUS Wealth Advisors, LLC | 9,886 | $293.4 萬 | 1.56% | −277−2.7% | 減碼 |
| Wolff Wiese Magana LLC | 9,929 | $294.7 萬 | 1.95% | +270+2.8% | 加碼 |
| EFG Asset Management (North America) Corp. | 9,950 | $295.4 萬 | 0.40% | +799+8.7% | 加碼 |
| Union Heritage Capital, LLC | 9,968 | $295.8 萬 | 1.09% | 00.0% | 不變 |
| Kentucky Retirement Systems Insurance Trust Fund | 32,626 | $296.0 萬 | 0.51% | +15,998+96.2% | 加碼 |
| Galilei Investment Office LLP | 9,974 | $296.0 萬 | 1.49% | +9,974 | 新進 |
| Hartford Funds Management Co LLC | 9,978 | $296.2 萬 | 0.27% | +563+6.0% | 加碼 |
| Sterling Capital Management LLC | 9,991 | $296.5 萬 | 0.04% | +13+0.1% | 加碼 |
| Penobscot Investment Management Company, Inc. | 10,005 | $296.9 萬 | 0.27% | +242+2.5% | 加碼 |
| Strategic Wealth Partners, Ltd. | 9,658 | $297.0 萬 | 0.25% | −1,300−11.9% | 減碼 |
| Buttonwood Financial Advisors Inc. | 10,014 | $297.2 萬 | 1.31% | −369−3.6% | 減碼 |
| Cunning Capital Partners, LP | 10,070 | $298.9 萬 | 1.84% | 00.0% | 不變 |
| Empower Advisory Group, LLC | 10,121 | $300.4 萬 | 0.01% | +104+1.0% | 加碼 |
| Insigneo Advisory Services, LLC | 10,165 | $301.7 萬 | 0.31% | −1,759−14.8% | 減碼 |
| SOL Capital Management CO | 10,210 | $303.0 萬 | 0.34% | −1,838−15.3% | 減碼 |
| Sciencast Management LP | 10,252 | $304.3 萬 | 0.83% | +10,252 | 新進 |
| ProVise Management Group, LLC | 10,267 | $304.7 萬 | 0.26% | −3,593−25.9% | 減碼 |
| Bailard, Inc. | 10,312 | $306.0 萬 | 0.08% | +21+0.2% | 加碼 |
| Northstar Advisory Group, LLC | 10,332 | $306.6 萬 | 1.56% | +148+1.5% | 加碼 |
| Journey Strategic Wealth LLC | 10,349 | $307.1 萬 | 0.11% | +3,739+56.6% | 加碼 |
| GFG Capital, LLC | 10,407 | $308.9 萬 | 0.85% | +56+0.5% | 加碼 |
| St. Johns Investment Management Company, LLC | 10,424 | $309.4 萬 | 1.44% | −92−0.9% | 減碼 |
| Cito Capital Group, LLC | 10,440 | $309.8 萬 | 1.14% | −2,285−18.0% | 減碼 |
| Great Lakes Retirement, Inc. | 10,522 | $312.3 萬 | 0.40% | −105−1.0% | 減碼 |
| Icon Wealth Advisors, LLC | 10,546 | $313.0 萬 | 0.26% | 00.0% | 不變 |
| Vestcor Inc | 10,550 | $313.1 萬 | 0.10% | −658−5.9% | 減碼 |
| Texas Bank & Trust Co | 10,553 | $313.2 萬 | 1.29% | +10,553 | 新進 |
| Valueworks LLC | 10,577 | $313.9 萬 | 1.04% | −859−7.5% | 減碼 |
| First Horizon Advisors, Inc. | 10,579 | $314.0 萬 | 0.09% | −76−0.7% | 減碼 |
| Connable Office Inc | 10,594 | $314.4 萬 | 0.33% | −2,012−16.0% | 減碼 |
| Penn Davis McFarland Inc | 10,602 | $314.7 萬 | 0.34% | −250−2.3% | 減碼 |
| Sigma Planning Corp | 10,651 | $316.1 萬 | 0.10% | −674−6.0% | 減碼 |
| BKD Wealth Advisors, LLC | 10,666 | $316.6 萬 | 0.07% | −258−2.4% | 減碼 |
| Peak Financial Advisors LLC | 10,696 | $317.5 萬 | 1.65% | −140−1.3% | 減碼 |
| Vident Advisory, LLC | 10,702 | $317.7 萬 | 0.06% | +749+7.5% | 加碼 |
| Intrinsic Value Partners, LLC | 10,719 | $318.1 萬 | 3.20% | −395−3.6% | 減碼 |
| Rathbone Brothers plc | 10,753 | $319.1 萬 | 0.02% | −1,375−11.3% | 減碼 |
| Moody National Bank Trust Division | 10,880 | $322.9 萬 | 0.34% | −674−5.8% | 減碼 |
| Eads & Heald Wealth Management | 10,890 | $323.2 萬 | 1.59% | −669−5.8% | 減碼 |
| Summit Financial, LLC | 10,907 | $323.7 萬 | 0.11% | +5,708+109.8% | 加碼 |
| RFG - Bristol Wealth Advisors, LLC | 10,913 | $323.9 萬 | 1.06% | +10,913 | 新進 |
| Impax Asset Management Group plc | 10,941 | $324.7 萬 | 0.01% | −410−3.6% | 減碼 |
| Diversify Wealth Management, LLC | 11,073 | $324.8 萬 | 0.25% | +12+0.1% | 加碼 |
| Deane Retirement Strategies, Inc. | 10,983 | $326.0 萬 | 1.64% | +196+1.8% | 加碼 |
| Gifford Fong Associates | 11,000 | $326.5 萬 | 0.80% | 00.0% | 不變 |
| iA Global Asset Management Inc. | 11,015 | $326.9 萬 | 0.06% | −6,462−37.0% | 減碼 |
| Smithfield Trust Co | 11,122 | $330.0 萬 | 0.16% | −11−0.1% | 減碼 |
| Venturi Wealth Management, LLC | 11,175 | $331.7 萬 | 0.16% | +4,627+70.7% | 加碼 |
| RFG Advisory, LLC | 11,194 | $332.2 萬 | 0.09% | +1,392+14.2% | 加碼 |
| QV Investors Inc. | 11,220 | $333.0 萬 | 0.34% | −210−1.8% | 減碼 |
| Fruth Investment Management | 11,230 | $333.2 萬 | 0.92% | −120−1.1% | 減碼 |
| G&S Capital LLC | 11,247 | $333.8 萬 | 1.38% | +64+0.6% | 加碼 |
| Wedmont Private Capital | 11,402 | $334.4 萬 | 0.18% | +1,141+11.1% | 加碼 |
| Peoples Financial Services Corp. | 11,274 | $334.6 萬 | 1.55% | −459−3.9% | 減碼 |
| Wealthspire Advisors, LLC | 11,275 | $334.6 萬 | 0.03% | +1,377+13.9% | 加碼 |
| Private Wealth Partners, LLC | 11,283 | $334.9 萬 | 0.26% | 00.0% | 不變 |
| Sawyer & Company, Inc | 11,292 | $335.1 萬 | 1.24% | −1,155−9.3% | 減碼 |
| Personal Cfo Solutions, LLC | 11,355 | $337.0 萬 | 0.66% | +519+4.8% | 加碼 |
| Boston Family Office LLC | 11,400 | $338.3 萬 | 0.23% | −30−0.3% | 減碼 |
| Azimuth Capital Investment Management LLC | 11,470 | $340.4 萬 | 0.13% | −230−2.0% | 減碼 |
| Aristotle Capital Management, LLC | 11,530 | $342.2 萬 | 0.01% | 00.0% | 不變 |
| Badgley Phelps Wealth Managers, LLC | 11,548 | $342.7 萬 | 0.08% | −89−0.8% | 減碼 |
| Bull Street Advisors, LLC | 11,550 | $342.8 萬 | 1.65% | 00.0% | 不變 |
| Investment Advisory Services Inc | 11,576 | $343.6 萬 | 1.21% | +84+0.7% | 加碼 |
| Lindsell Train Ltd大師Lindsell Train | 11,600 | $344.3 萬 | 0.09% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 11,616 | $344.9 萬 | 0.16% | +6,792+140.8% | 加碼 |
| Ahl Investment Management, Inc. | 11,636 | $345.3 萬 | 2.42% | −670−5.4% | 減碼 |
| KCM Investment Advisors LLC | 11,638 | $345.4 萬 | 0.12% | −240−2.0% | 減碼 |
| Lowe Brockenbrough & Co Inc | 11,651 | $345.8 萬 | 0.22% | −27−0.2% | 減碼 |
| Strategic Planning Group, LLC | 11,659 | $346.0 萬 | 0.64% | +297+2.6% | 加碼 |
| Trust Co of Toledo NA | 11,696 | $347.1 萬 | 0.46% | 00.0% | 不變 |
| Global Wealth Management Investment Advisory, Inc. | 11,730 | $348.1 萬 | 0.72% | +566+5.1% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 11,742 | $348.5 萬 | 0.28% | −4,063−25.7% | 減碼 |
| Godshalk Welsh Capital Management, Inc. | 11,763 | $349.1 萬 | 2.26% | −200−1.7% | 減碼 |
| Sargent Investment Group, LLC | 11,755 | $349.1 萬 | 0.57% | +1,903+19.3% | 加碼 |
| Cullen Investment Group, Ltd. | 11,841 | $351.4 萬 | 0.52% | −591−4.8% | 減碼 |