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 |
|---|---|---|---|---|---|
| Umb Bank N A | 21,858 | $648.7 萬 | 0.10% | −275−1.2% | 減碼 |
| AlpenGlobal Capital LLC | 21,913 | $650.4 萬 | 4.23% | +21,913 | 新進 |
| Condor Capital Management | 21,986 | $652.5 萬 | 0.58% | −376−1.7% | 減碼 |
| Plato Investment Management Ltd | 22,174 | $660.5 萬 | 0.49% | −1,263−5.4% | 減碼 |
| Hutner Capital Management Inc | 22,352 | $663.4 萬 | 3.20% | −325−1.4% | 減碼 |
| Bremer Bank National Association | 22,452 | $666.4 萬 | 1.32% | +148+0.7% | 加碼 |
| Grassi Investment Management | 22,460 | $666.6 萬 | 0.57% | 00.0% | 不變 |
| Chicago Trust Co NA | 22,788 | $676.3 萬 | 1.20% | −351−1.5% | 減碼 |
| Kingsview Wealth Management, LLC | 22,812 | $677.0 萬 | 0.13% | +553+2.5% | 加碼 |
| Sandhill Capital Partners LLC | 22,846 | $678.1 萬 | 0.53% | −313−1.4% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 22,919 | $680.2 萬 | 0.71% | −2,906−11.3% | 減碼 |
| Montag A & Associates Inc | 22,946 | $681.0 萬 | 0.32% | +352+1.6% | 加碼 |
| RBF Capital, LLC | 23,000 | $682.6 萬 | 0.36% | 00.0% | 不變 |
| Wedbush Securities Inc | 23,003 | $682.7 萬 | 0.24% | −1,776−7.2% | 減碼 |
| Bretton Capital Management, LLC | 23,100 | $685.6 萬 | 6.60% | 00.0% | 不變 |
| Longbow Finance SA | 23,144 | $686.9 萬 | 0.75% | +1,096+5.0% | 加碼 |
| Trust Co of Vermont | 23,169 | $687.6 萬 | 0.33% | −290−1.2% | 減碼 |
| Freestone Capital Holdings, LLC | 23,257 | $690.2 萬 | 0.24% | −90.0% | 減碼 |
| Silvant Capital Management LLC | 23,279 | $690.9 萬 | 0.29% | −100−0.4% | 減碼 |
| RSM US Wealth Management LLC | 23,305 | $692.6 萬 | 0.10% | +5,270+29.2% | 加碼 |
| Wisconsin Capital Management LLC | 23,427 | $695.3 萬 | 3.82% | −342−1.4% | 減碼 |
| Community Financial Services Group, LLC | 23,457 | $696.2 萬 | 1.38% | −53−0.2% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 23,524 | $698.2 萬 | 0.65% | −181−0.8% | 減碼 |
| Synovus Financial Corp | 23,521 | $698.2 萬 | 0.09% | +30+0.1% | 加碼 |
| Shell Asset Management Co | 23,715 | $703.8 萬 | 0.31% | +4,488+23.3% | 加碼 |
| Warther Private Wealth, LLC | 23,748 | $704.8 萬 | 2.40% | −979−4.0% | 減碼 |
| Venture Visionary Partners LLC | 23,998 | $712.2 萬 | 0.30% | −253−1.0% | 減碼 |
| Hendershot Investments Inc. | 24,365 | $723.1 萬 | 0.99% | −70.0% | 減碼 |
| Mirabaud Asset Management Ltd | 24,456 | $727.2 萬 | 3.38% | −5,205−17.5% | 減碼 |
| Roundview Capital LLC | 24,626 | $730.9 萬 | 0.51% | +89+0.4% | 加碼 |
| Milestone Asset Management, LLC | 24,642 | $731.4 萬 | 1.62% | +3,103+14.4% | 加碼 |
| Adalta Capital Management LLC | 24,785 | $735.6 萬 | 3.84% | −820−3.2% | 減碼 |
| Bokf, NA | 25,179 | $738.5 萬 | 0.12% | +140+0.6% | 加碼 |
| First Interstate Bank | 24,962 | $740.8 萬 | 0.45% | −656−2.6% | 減碼 |
| Long Corridor Asset Management Ltd | 25,000 | $742.0 萬 | 5.57% | 00.0% | 不變 |
| We Are One Seven, LLC | 25,046 | $743.4 萬 | 0.29% | +12,405+98.1% | 加碼 |
| Cary Street Partners Financial LLC | 25,117 | $744.6 萬 | 0.24% | +25,117 | 新進 |
| AustralianSuper Pty Ltd | 25,266 | $749.9 萬 | 0.04% | −16,147−39.0% | 減碼 |
| Park Avenue Securities LLC | 25,266 | $749.9 萬 | 0.08% | +8,862+54.0% | 加碼 |
| Arcadia Investment Management Corp | 25,365 | $752.8 萬 | 1.20% | −469−1.8% | 減碼 |
| Omers Administration Corp | 25,463 | $755.7 萬 | 0.07% | +4,324+20.5% | 加碼 |
| Sequoia Financial Advisors, LLC | 25,485 | $756.4 萬 | 0.07% | +3,923+18.2% | 加碼 |
| AMG National Trust Bank | 25,663 | $762.0 萬 | 0.21% | +40+0.2% | 加碼 |
| Oddo BHF Asset Management SAS | 25,728 | $763.6 萬 | 0.39% | +4,713+22.4% | 加碼 |
| Foster Group, Inc. | 25,841 | $766.9 萬 | 0.29% | −31−0.1% | 減碼 |
| Chatham Capital Group, Inc. | 25,867 | $767.7 萬 | 1.26% | +471+1.9% | 加碼 |
| Riggs Asset Managment Co. Inc. | 25,904 | $770.2 萬 | 2.06% | +373+1.5% | 加碼 |
| L1 Capital International Pty Ltd | 25,952 | $770.2 萬 | 2.37% | −5,289−16.9% | 減碼 |
| E. Ohman J:or Asset Management AB | 25,970 | $770.8 萬 | 0.18% | +2,570+11.0% | 加碼 |
| Scotia Capital Inc. | 25,983 | $771.2 萬 | 0.04% | +3,137+13.7% | 加碼 |
| Reliant Investment Management, LLC | 26,084 | $774.1 萬 | 3.42% | +435+1.7% | 加碼 |
| NewEdge Wealth, LLC | 26,102 | $774.7 萬 | 0.13% | +1,471+6.0% | 加碼 |
| L & S Advisors Inc | 26,160 | $776.4 萬 | 0.85% | −2,177−7.7% | 減碼 |
| Asset Dedication, LLC | 26,306 | $780.7 萬 | 0.61% | −5,055−16.1% | 減碼 |
| Avantax Advisory Services, Inc. | 26,315 | $781.0 萬 | 0.05% | +1,564+6.3% | 加碼 |
| Assenagon Asset Management S.A. | 26,370 | $782.6 萬 | 0.01% | −655−2.4% | 減碼 |
| EP Wealth Advisors, LLC | 26,641 | $790.7 萬 | 0.06% | +5,253+24.6% | 加碼 |
| Ieq Capital, LLC | 26,654 | $791.0 萬 | 0.08% | −5,230−16.4% | 減碼 |
| Heritage Trust Co | 26,663 | $791.3 萬 | 0.93% | +26,663 | 新進 |
| TownSquare Capital, LLC | 26,730 | $793.3 萬 | 0.09% | −13,792−34.0% | 減碼 |
| New Mexico Educational Retirement Board | 26,763 | $794.3 萬 | 0.27% | −1,000−3.6% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 26,849 | $796.9 萬 | 1.98% | −557−2.0% | 減碼 |
| Coastline Trust Co | 26,919 | $798.9 萬 | 0.94% | −161−0.6% | 減碼 |
| Meitav Dash Investments Ltd | 27,136 | $805.6 萬 | 0.14% | +11,211+70.4% | 加碼 |
| Bearing Point Capital, LLC | 27,223 | $808.0 萬 | 1.68% | +27,223 | 新進 |
| Triglav Skladi, D.O.O. | 27,500 | $816.2 萬 | 0.64% | +27,500 | 新進 |
| Guggenheim Capital LLC | 27,555 | $817.8 萬 | 0.07% | −2,482−8.3% | 減碼 |
| JTC Employer Solutions Trusteee Ltd | 27,500 | $817.9 萬 | 0.58% | 00.0% | 不變 |
| Adviser Investments LLC | 27,854 | $826.7 萬 | 0.10% | +818+3.0% | 加碼 |
| Artemis Investment Management LLP | 28,155 | $835.6 萬 | 0.12% | +6,450+29.7% | 加碼 |
| Boyd Watterson Asset Management LLC | 28,188 | $836.6 萬 | 2.33% | −162−0.6% | 減碼 |
| Avitas Wealth Management LLC | 28,283 | $839.4 萬 | 1.16% | +207+0.7% | 加碼 |
| Northwest & Ethical Investments L.P. | 28,415 | $843.3 萬 | 0.23% | −14,335−33.5% | 減碼 |
| McMahon Financial Advisors, LLC | 28,473 | $845.1 萬 | 2.16% | +3,914+15.9% | 加碼 |
| Redwood Grove Capital, LLC | 28,672 | $851.0 萬 | 2.64% | −34,108−54.3% | 減碼 |
| Dnca Finance | 28,724 | $852.5 萬 | 0.66% | +28,724 | 新進 |
| Lombard Odier Asset Management (Europe) Ltd | 28,988 | $860.3 萬 | 0.55% | 00.0% | 不變 |
| Birch Financial Group, LLC | 29,033 | $861.7 萬 | 9.70% | +29,033 | 新進 |
| Atlantic Union Bankshares Corp | 29,098 | $863.6 萬 | 0.50% | −404−1.4% | 減碼 |
| Guardian Partners Inc. | 28,719 | $869.8 萬 | 0.89% | +28,719 | 新進 |
| Bouvel Investment Partners, LLC | 29,323 | $870.3 萬 | 3.14% | +406+1.4% | 加碼 |
| Amica Mutual Insurance Co | 29,343 | $870.9 萬 | 0.89% | 00.0% | 不變 |
| Generali Investments CEE, investicni spolecnost, a.s. | 29,500 | $875.5 萬 | 0.90% | +29,500 | 新進 |
| CWM, LLC | 29,799 | $884.4 萬 | 0.04% | +6,816+29.7% | 加碼 |
| Advisory Services Network, LLC | 29,872 | $886.6 萬 | 0.17% | +4,288+16.8% | 加碼 |
| Metis Global Partners, LLC | 29,888 | $887.0 萬 | 0.27% | +1,552+5.5% | 加碼 |
| Central Trust Co | 29,892 | $887.2 萬 | 0.22% | +144+0.5% | 加碼 |
| Louisiana State Employees Retirement System | 29,900 | $887.4 萬 | 0.17% | −1,700−5.4% | 減碼 |
| Securian Asset Management, Inc | 29,910 | $887.7 萬 | 0.26% | −1,152−3.7% | 減碼 |
| Pavion Blue Capital, LLC | 29,947 | $888.8 萬 | 4.17% | −242−0.8% | 減碼 |
| Contravisory Investment Management, Inc. | 29,960 | $889.2 萬 | 1.90% | −72−0.2% | 減碼 |
| Capitolis Liquid Global Markets LLC | 30,000 | $890.4 萬 | 0.09% | +30,000 | 新進 |
| St Germain D J Co Inc | 30,004 | $890.5 萬 | 0.40% | −1,932−6.0% | 減碼 |
| Ceera Investments, LLC | 30,076 | $892.6 萬 | 3.06% | −632−2.1% | 減碼 |
| Maryland State Retirement & Pension System | 30,203 | $896.4 萬 | 0.19% | −2,148−6.6% | 減碼 |
| Stratos Wealth Partners, LTD. | 30,438 | $903.4 萬 | 0.13% | +565+1.9% | 加碼 |
| Bensler, LLC | 30,585 | $907.7 萬 | 1.08% | +1,010+3.4% | 加碼 |
| Highland Capital Management, LLC | 30,967 | $919.1 萬 | 0.53% | −6,457−17.3% | 減碼 |
| 1st Source Bank | 31,354 | $930.6 萬 | 0.53% | −558−1.7% | 減碼 |
| Wellington Shields Capital Management, LLC | 179,359 | $933.8 萬 | 1.65% | +147,929+470.7% | 加碼 |