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 |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 15,912 | $472.3 萬 | 0.09% | +456+3.0% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 15,937 | $473.0 萬 | 0.21% | −610−3.7% | 減碼 |
| MUFG Securities EMEA plc | 16,000 | $474.9 萬 | 0.09% | +16,000 | 新進 |
| Birmingham Capital Management Co Inc | 16,005 | $475.0 萬 | 1.76% | −3,070−16.1% | 減碼 |
| Brave Asset Management Inc | 16,009 | $475.1 萬 | 1.51% | 00.0% | 不變 |
| Impact Asset Management GmbH | 16,040 | $476.1 萬 | 1.88% | −4,510−21.9% | 減碼 |
| Stone Point Wealth LLC | 16,064 | $476.8 萬 | 1.60% | −891−5.3% | 減碼 |
| Apollon Wealth Management, LLC | 16,064 | $476.8 萬 | 0.11% | +3,161+24.5% | 加碼 |
| Lee Johnson Capital Management, LLC | 16,132 | $478.8 萬 | 2.53% | +312+2.0% | 加碼 |
| Gilman Hill Asset Management, LLC | 16,274 | $483.0 萬 | 0.84% | −5,513−25.3% | 減碼 |
| Dakota Wealth Management | 16,355 | $485.4 萬 | 0.11% | −1,502−8.4% | 減碼 |
| Gladstone Institutional Advisory LLC | 16,364 | $485.7 萬 | 0.23% | +5,111+45.4% | 加碼 |
| CoreCap Advisors, LLC | 16,368 | $485.8 萬 | 0.22% | −2,176−11.7% | 減碼 |
| Arjuna Capital | 16,391 | $486.5 萬 | 1.29% | −488−2.9% | 減碼 |
| WP Advisors, LLC | 16,403 | $486.8 萬 | 1.62% | +39+0.2% | 加碼 |
| Nemes Rush Group LLC | 16,412 | $487.1 萬 | 0.60% | −108−0.7% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 16,654 | $494.3 萬 | 0.18% | +662+4.1% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 16,680 | $495.0 萬 | 0.02% | −1,649−9.0% | 減碼 |
| Mathes Company, Inc. | 16,770 | $497.7 萬 | 1.82% | −710−4.1% | 減碼 |
| NorthRock Partners, LLC | 16,793 | $498.4 萬 | 0.16% | −905−5.1% | 減碼 |
| Allstate Corp | 16,925 | $502.3 萬 | 0.15% | +16,925 | 新進 |
| Bill Few Associates, Inc. | 16,936 | $502.7 萬 | 1.77% | −260−1.5% | 減碼 |
| Pring Turner Capital Group Inc | 16,941 | $502.8 萬 | 3.37% | 00.0% | 不變 |
| Resonant Capital Advisors, LLC | 16,965 | $503.5 萬 | 0.37% | −139−0.8% | 減碼 |
| Oliver Luxxe Assets LLC | 18,584 | $504.0 萬 | 0.91% | 00.0% | 不變 |
| Ghe, LLC | 17,021 | $505.2 萬 | 2.00% | +447+2.7% | 加碼 |
| Leonteq Securities AG | 17,127 | $508.3 萬 | 0.50% | +1,641+10.6% | 加碼 |
| Catalyst Capital Advisors LLC | 17,163 | $509.4 萬 | 0.11% | +2,062+13.7% | 加碼 |
| Cullen Capital Management LLC | 17,168 | $509.5 萬 | 0.06% | −2,221−11.5% | 減碼 |
| Park National Corp | 17,267 | $512.5 萬 | 0.19% | −176−1.0% | 減碼 |
| BDF-Gestion | 17,271 | $512.6 萬 | 0.53% | −2,244−11.5% | 減碼 |
| Glenview Trust Co | 17,305 | $513.6 萬 | 0.10% | −825−4.6% | 減碼 |
| Elgethun Capital Management | 17,614 | $522.8 萬 | 1.27% | −1,032−5.5% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 17,670 | $524.4 萬 | 0.12% | −130−0.7% | 減碼 |
| Central Pacific Bank - Trust Division | 17,825 | $529.0 萬 | 0.69% | −1,600−8.2% | 減碼 |
| Callahan Advisors, LLC | 17,825 | $529.0 萬 | 0.50% | 00.0% | 不變 |
| Merit Financial Group, LLC | 17,997 | $534.1 萬 | 0.10% | +3,875+27.4% | 加碼 |
| Pacifica Capital Investments, LLC | 18,020 | $534.8 萬 | 1.72% | 00.0% | 不變 |
| Peregrine Asset Advisers, Inc. | 18,089 | $536.9 萬 | 1.98% | +18,089 | 新進 |
| Haverford Trust Co | 18,119 | $537.8 萬 | 0.05% | +572+3.3% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 18,204 | $540.3 萬 | 0.40% | +771+4.4% | 加碼 |
| Teamwork Financial Advisors, LLC | 18,213 | $540.5 萬 | 0.70% | +482+2.7% | 加碼 |
| Integrated Wealth Concepts LLC | 18,268 | $542.2 萬 | 0.06% | +371+2.1% | 加碼 |
| Selway Asset Management | 18,272 | $542.3 萬 | 2.13% | +100+0.6% | 加碼 |
| NewSquare Capital LLC | 18,282 | $542.6 萬 | 0.43% | +18,282 | 新進 |
| Mount Vernon Associates Inc | 18,317 | $543.6 萬 | 4.24% | −24−0.1% | 減碼 |
| Morton Community Bank | 18,355 | $544.8 萬 | 1.44% | −45−0.2% | 減碼 |
| Verdence Capital Advisors LLC | 18,362 | $545.0 萬 | 0.44% | +227+1.3% | 加碼 |
| Equitable Holdings, Inc. | 18,378 | $545.4 萬 | 0.05% | +279+1.5% | 加碼 |
| Caldwell Trust Co | 18,456 | $547.8 萬 | 0.57% | +1,137+6.6% | 加碼 |
| Courier Capital LLC | 18,468 | $548.1 萬 | 0.38% | −12−0.1% | 減碼 |
| Jag Capital Management, LLC | 18,482 | $548.5 萬 | 0.77% | +285+1.6% | 加碼 |
| Walleye Capital LLC | 18,662 | $553.9 萬 | 0.05% | −194,285−91.2% | 減碼 |
| Oppenheimer Asset Management Inc. | 18,717 | $555.5 萬 | 0.07% | −2,588−12.1% | 減碼 |
| Insight Wealth Strategies, LLC | 18,759 | $556.7 萬 | 0.75% | −877−4.5% | 減碼 |
| Welch Group, LLC | 18,823 | $559.7 萬 | 0.25% | +323+1.7% | 加碼 |
| Hi-Line Capital Management, LLC | 18,887 | $560.5 萬 | 2.45% | −2,630−12.2% | 減碼 |
| First Hawaiian Bank | 18,905 | $561.1 萬 | 0.18% | −1,791−8.7% | 減碼 |
| Sumitomo Life Insurance Co | 18,921 | $561.6 萬 | 0.11% | −286−1.5% | 減碼 |
| NBT Bank N A | 18,972 | $563.1 萬 | 0.39% | −412−2.1% | 減碼 |
| Game Plan Financial Advisors, LLC | 18,982 | $563.8 萬 | 2.67% | +2,826+17.5% | 加碼 |
| BFSG, LLC | 19,029 | $564.7 萬 | 0.66% | −830−4.2% | 減碼 |
| F/M Investments LLC | 19,045 | $565.2 萬 | 0.21% | +1,456+8.3% | 加碼 |
| Ballentine Partners, LLC | 19,091 | $566.6 萬 | 0.10% | −536−2.7% | 減碼 |
| JLB & Associates Inc | 19,123 | $567.6 萬 | 0.77% | −790−4.0% | 減碼 |
| LGT Group Foundation | 19,353 | $574.4 萬 | 0.09% | +564+3.0% | 加碼 |
| Capital International Inc | 19,503 | $578.8 萬 | 0.07% | +5,279+37.1% | 加碼 |
| Snowden Capital Advisors LLC | 19,512 | $579.1 萬 | 0.18% | +67+0.3% | 加碼 |
| Modera Wealth Management, LLC | 19,533 | $579.7 萬 | 0.07% | +208+1.1% | 加碼 |
| Everence Capital Management Inc | 19,704 | $584.8 萬 | 0.38% | +1,450+7.9% | 加碼 |
| Karani Asset Management LLC | 19,748 | $586.1 萬 | 5.47% | +19,748 | 新進 |
| CSM Advisors, LLC | 19,825 | $588.6 萬 | 0.28% | +455+2.3% | 加碼 |
| Verition Fund Management LLC | 19,895 | $590.5 萬 | 0.03% | +15,216+325.2% | 加碼 |
| CAPROCK Group, Inc. | 19,906 | $590.8 萬 | 0.19% | +19,906 | 新進 |
| LaFleur & Godfrey LLC | 19,914 | $591.0 萬 | 0.81% | +40+0.2% | 加碼 |
| DJE Kapital AG | 20,000 | $592.8 萬 | 0.14% | +20,000 | 新進 |
| TKG Advisors, LLC | 18,454 | $593.0 萬 | 2.73% | +557+3.1% | 加碼 |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $597.1 萬 | 2.00% | 00.0% | 不變 |
| Empirical Finance, LLC | 20,145 | $597.9 萬 | 0.35% | −299−1.5% | 減碼 |
| Patton Fund Management, Inc. | 20,370 | $604.6 萬 | 1.18% | +20,370 | 新進 |
| Twin Tree Management, LP | 20,458 | $607.2 萬 | 0.15% | −151,710−88.1% | 減碼 |
| Eventide Asset Management, LLC | 20,446 | $607.3 萬 | 0.11% | +20,446 | 新進 |
| Stephens Inc | 20,465 | $607.4 萬 | 0.09% | −128−0.6% | 減碼 |
| Bell Asset Management Ltd | 20,502 | $608.5 萬 | 1.11% | −3,309−13.9% | 減碼 |
| Concurrent Investment Advisors, LLC | 20,526 | $609.2 萬 | 0.17% | +9,322+83.2% | 加碼 |
| Banque Pictet & Cie SA | 20,538 | $609.5 萬 | 0.06% | +20,538 | 新進 |
| Salvus Wealth Management, LLC | 20,662 | $613.2 萬 | 3.91% | −163−0.8% | 減碼 |
| Resources Investment Advisors, LLC. | 20,740 | $615.5 萬 | 0.07% | −4,120−16.6% | 減碼 |
| Northstar Group, Inc. | 20,755 | $616.0 萬 | 1.03% | 00.0% | 不變 |
| Trinity Legacy Partners, LLC | 20,827 | $618.1 萬 | 1.59% | +491+2.4% | 加碼 |
| Fort Sheridan Advisors LLC | 20,857 | $619.0 萬 | 0.90% | −300−1.4% | 減碼 |
| CenterBook Partners LP | 20,895 | $620.1 萬 | 0.37% | +6,120+41.4% | 加碼 |
| Chemung Canal Trust Co | 20,961 | $622.1 萬 | 1.30% | −1,589−7.0% | 減碼 |
| Kathleen S. Wright Associates Inc. | 20,427 | $622.4 萬 | 2.59% | 00.0% | 不變 |
| Chapman Investment Management, LLC | 21,389 | $634.8 萬 | 4.72% | +80.0% | 加碼 |
| Fiduciary Group LLC | 21,400 | $635.1 萬 | 0.64% | −56−0.3% | 減碼 |
| Wetherby Asset Management Inc | 21,689 | $643.7 萬 | 0.31% | −1,698−7.3% | 減碼 |
| Greenleaf Trust | 21,746 | $645.4 萬 | 0.06% | +310+1.4% | 加碼 |
| Naples Global Advisors, LLC | 21,819 | $647.6 萬 | 0.61% | −260−1.2% | 減碼 |
| Commerzbank Aktiengesellschaft | 21,834 | $648.0 萬 | 0.16% | +3,005+16.0% | 加碼 |