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 |
|---|---|---|---|---|---|
| New England Asset Management Inc | 11,880 | $352.6 萬 | 0.60% | −2,530−17.6% | 減碼 |
| Webster Bank, N. A. | 11,956 | $354.8 萬 | 0.38% | −825−6.5% | 減碼 |
| Harbor Capital Advisors, Inc. | 11,963 | $355.0 萬 | 0.15% | +261+2.2% | 加碼 |
| Two Sigma Investments, LP | 12,000 | $356.1 萬 | 0.01% | −17−0.1% | 減碼 |
| Independent Investors Inc | 12,000 | $356.1 萬 | 0.70% | 00.0% | 不變 |
| Insight Inv LLC | 12,017 | $356.7 萬 | 2.48% | +36+0.3% | 加碼 |
| Ostrum Asset Management | 12,075 | $358.4 萬 | 0.31% | −349−2.8% | 減碼 |
| Herbst Group, LLC | 12,136 | $360.2 萬 | 2.25% | −1,905−13.6% | 減碼 |
| Frank, Rimerman Advisors LLC | 12,174 | $361.3 萬 | 0.26% | +93+0.8% | 加碼 |
| Canandaigua National Bank & Trust Co | 12,194 | $361.9 萬 | 0.36% | −1,658−12.0% | 減碼 |
| Fifth Third Wealth Advisors LLC | 12,207 | $362.3 萬 | 0.20% | +498+4.3% | 加碼 |
| Bleakley Financial Group, LLC | 12,241 | $363.3 萬 | 0.11% | −168−1.4% | 減碼 |
| Midwest Professional Planners, LTD. | 12,267 | $364.1 萬 | 1.09% | +733+6.4% | 加碼 |
| Banque Transatlantique SA | 12,283 | $365.1 萬 | 0.09% | +12,283 | 新進 |
| Constitution Capital LLC | 12,400 | $368.0 萬 | 2.06% | +2,050+19.8% | 加碼 |
| Tower Bridge Advisors | 12,452 | $369.6 萬 | 0.39% | −1,175−8.6% | 減碼 |
| Hamilton Capital Partners Inc. | 12,469 | $370.1 萬 | 0.28% | +2,390+23.7% | 加碼 |
| Mirae Asset Securities (USA) Inc. | 12,535 | $372.0 萬 | 0.17% | +12,535 | 新進 |
| Rehmann Capital Advisory Group | 12,578 | $373.3 萬 | 0.24% | +196+1.6% | 加碼 |
| Boston Private Wealth LLC | 12,631 | $374.9 萬 | 0.07% | +12,631 | 新進 |
| Invesco, LLC | 12,632 | $374.9 萬 | 1.49% | −22−0.2% | 減碼 |
| Ibex Wealth Advisors | 12,664 | $375.9 萬 | 0.44% | −56,408−81.7% | 減碼 |
| Columbia Asset Management | 12,697 | $376.8 萬 | 0.72% | −1,453−10.3% | 減碼 |
| Infusive Asset Management Inc. | 12,761 | $378.7 萬 | 1.69% | +12,761 | 新進 |
| Parallel Advisors, LLC | 12,773 | $379.1 萬 | 0.09% | +846+7.1% | 加碼 |
| Quadrant Capital Group LLC | 12,778 | $379.2 萬 | 0.26% | +18+0.1% | 加碼 |
| Global Retirement Partners, LLC | 12,794 | $379.7 萬 | 0.11% | +1,036+8.8% | 加碼 |
| Change Path, LLC | 12,816 | $380.4 萬 | 0.12% | +826+6.9% | 加碼 |
| Hilltop Holdings Inc. | 12,825 | $380.6 萬 | 0.24% | −1,087−7.8% | 減碼 |
| BLB&B Advisors, LLC | 12,896 | $382.7 萬 | 0.20% | −1,000−7.2% | 減碼 |
| Profund Advisors LLC | 12,945 | $384.2 萬 | 0.14% | +84+0.7% | 加碼 |
| Linden Thomas Advisory Services, LLC | 13,081 | $388.2 萬 | 0.49% | +2,125+19.4% | 加碼 |
| Greenfield Savings Bank | 13,118 | $389.3 萬 | 1.87% | −47−0.4% | 減碼 |
| Smith, Salley & Associates | 13,171 | $390.9 萬 | 0.25% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 13,230 | $392.7 萬 | 0.16% | +491+3.9% | 加碼 |
| Teachers Insurance & Annuity Association of America | 13,355 | $396.4 萬 | 5.24% | −180−1.3% | 減碼 |
| Sagespring Wealth Partners, LLC | 13,360 | $396.5 萬 | 0.10% | +13,360 | 新進 |
| Chicago Capital, LLC | 13,368 | $396.7 萬 | 0.11% | +513+4.0% | 加碼 |
| Grandfield & Dodd, LLC | 13,390 | $397.4 萬 | 0.25% | −94−0.7% | 減碼 |
| Callan Family Office, LLC | 13,414 | $398.1 萬 | 0.25% | +13,414 | 新進 |
| Fiduciary Alliance LLC | 13,438 | $398.8 萬 | 0.40% | +2,303+20.7% | 加碼 |
| AE Wealth Management LLC | 13,493 | $400.5 萬 | 0.03% | +333+2.5% | 加碼 |
| Jacobi Capital Management LLC | 13,544 | $402.0 萬 | 0.30% | +41+0.3% | 加碼 |
| Meeder Advisory Services, Inc. | 13,547 | $402.1 萬 | 0.25% | +48+0.4% | 加碼 |
| Arete Wealth Advisors, LLC | 13,699 | $403.3 萬 | 0.29% | +1,697+14.1% | 加碼 |
| Townsend & Associates, Inc | 12,724 | $404.6 萬 | 0.41% | −692−5.2% | 減碼 |
| Lodestone Wealth Management LLC | 13,684 | $406.1 萬 | 2.04% | −299−2.1% | 減碼 |
| Acadian Asset Management LLC | 13,715 | $406.8 萬 | 0.01% | −13,498−49.6% | 減碼 |
| South State Corp. | 13,708 | $406.8 萬 | 0.27% | −579−4.1% | 減碼 |
| Richard Bernstein Advisors LLC | 13,802 | $409.6 萬 | 0.09% | −4,032−22.6% | 減碼 |
| TD Private Client Wealth LLC | 13,823 | $410.3 萬 | 0.11% | +29+0.2% | 加碼 |
| CFC Planning Co LLC | 13,828 | $410.4 萬 | 4.40% | +13,828 | 新進 |
| Schechter Investment Advisors, LLC | 14,019 | $416.1 萬 | 0.32% | −470−3.2% | 減碼 |
| Brendel Financial Advisors LLC | 14,021 | $416.1 萬 | 2.52% | 00.0% | 不變 |
| Evercore Wealth Management, LLC | 14,031 | $416.4 萬 | 0.06% | +343+2.5% | 加碼 |
| Trajan Wealth LLC | 14,032 | $416.4 萬 | 0.23% | +1,417+11.2% | 加碼 |
| AssuredPartners Investment Advisors, LLC | 14,058 | $417.2 萬 | 0.81% | +14,058 | 新進 |
| Compass Wealth Management LLC | 14,085 | $418.0 萬 | 1.01% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14,123 | $419.2 萬 | 0.15% | −2,803−16.6% | 減碼 |
| Optimas Capital Ltd | 14,200 | $421.4 萬 | 5.68% | −4,900−25.7% | 減碼 |
| Buckhead Capital Management LLC | 14,232 | $422.4 萬 | 1.35% | −102−0.7% | 減碼 |
| West Oak Capital, LLC | 14,267 | $423.4 萬 | 1.50% | −15−0.1% | 減碼 |
| TCTC Holdings, LLC | 14,282 | $423.9 萬 | 0.15% | −152−1.1% | 減碼 |
| National Asset Management, Inc. | 14,302 | $424.5 萬 | 0.14% | −2,607−15.4% | 減碼 |
| Goelzer Investment Management, Inc. | 14,351 | $425.9 萬 | 0.25% | −558−3.7% | 減碼 |
| Signaturefd, LLC | 14,402 | $427.4 萬 | 0.08% | +105+0.7% | 加碼 |
| Ossiam | 14,426 | $428.1 萬 | 0.07% | −4,469−23.7% | 減碼 |
| Taurus Asset Management, LLC | 14,498 | $430.3 萬 | 0.42% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 14,521 | $431.0 萬 | 0.04% | +320+2.3% | 加碼 |
| William Allan, LLC | 14,524 | $431.1 萬 | 2.65% | −39−0.3% | 減碼 |
| Bell & Brown Wealth Advisors, LLC | 14,586 | $432.9 萬 | 1.61% | −120−0.8% | 減碼 |
| Proequities, Inc. | 13,434 | $433.8 萬 | 0.25% | +13+0.1% | 加碼 |
| Independent Financial Group, LLC | 14,642 | $434.6 萬 | 0.14% | +2,372+19.3% | 加碼 |
| Pettee Investors, Inc. | 14,706 | $436.5 萬 | 2.22% | 00.0% | 不變 |
| Beese Fulmer Investment Management, Inc. | 14,806 | $439.4 萬 | 0.37% | −404−2.7% | 減碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 14,816 | $439.7 萬 | 0.05% | −525−3.4% | 減碼 |
| Aviance Capital Partners, LLC | 14,880 | $441.6 萬 | 0.61% | +290+2.0% | 加碼 |
| Wynn Capital, LLC | 14,890 | $441.9 萬 | 2.79% | −120−0.8% | 減碼 |
| BNC Wealth Management, LLC | 14,904 | $442.3 萬 | 1.46% | +725+5.1% | 加碼 |
| Coldstream Capital Management Inc | 14,939 | $443.4 萬 | 0.09% | +376+2.6% | 加碼 |
| Squarepoint Ops LLC | 14,951 | $443.7 萬 | 0.01% | −71,918−82.8% | 減碼 |
| Jennison Associates LLC | 14,988 | $444.8 萬 | 0.00% | −4,430−22.8% | 減碼 |
| Benedict Financial Advisors Inc | 15,008 | $445.4 萬 | 1.08% | +352+2.4% | 加碼 |
| L2 Asset Management, LLC | 15,018 | $445.7 萬 | 0.97% | −175−1.2% | 減碼 |
| Empire Financial Management Company, LLC | 15,053 | $446.8 萬 | 1.39% | −498−3.2% | 減碼 |
| NVWM, LLC | 15,058 | $446.9 萬 | 1.13% | −2,900−16.1% | 減碼 |
| Van Eck Associates Corp | 15,100 | $448.2 萬 | 0.01% | −32,445−68.2% | 減碼 |
| Strata Wealth Advisors, LLC | 15,178 | $450.5 萬 | 1.41% | +45+0.3% | 加碼 |
| Horizon Investment Services, LLC | 15,211 | $451.5 萬 | 1.92% | +655+4.5% | 加碼 |
| Hartline Investment Corp | 15,271 | $453.2 萬 | 0.52% | +1,185+8.4% | 加碼 |
| Conscious Wealth Investments, LLC | 14,548 | $454.7 萬 | 3.08% | −223−1.5% | 減碼 |
| Lincoln Capital LLC | 15,347 | $455.5 萬 | 0.96% | −60.0% | 減碼 |
| Moody Lynn & Lieberson, LLC | 15,357 | $455.8 萬 | 0.28% | −592−3.7% | 減碼 |
| Kanawha Capital Management LLC | 15,471 | $459.2 萬 | 0.36% | +574+3.9% | 加碼 |
| Kerusso Capital Management LLC | 15,516 | $460.5 萬 | 2.94% | +35+0.2% | 加碼 |
| Principal Securities, Inc. | 15,524 | $460.7 萬 | 0.10% | +1,753+12.7% | 加碼 |
| Dynamic Advisor Solutions LLC | 15,623 | $463.7 萬 | 0.20% | −955−5.8% | 減碼 |
| Valeo Financial Advisors, LLC | 15,810 | $469.2 萬 | 0.13% | +59+0.4% | 加碼 |
| Wright Investors Service Inc | 15,823 | $469.6 萬 | 1.52% | −2,371−13.0% | 減碼 |
| Vise Technologies, Inc. | 15,880 | $471.3 萬 | 0.39% | +4,669+41.6% | 加碼 |