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 859 家加碼
- 清倉機構
- 105
- 另有 1,030 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 | 2,912 | $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 | 2,349 | $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 |
|---|---|---|---|---|---|
| First Financial Bank - Trust Division | 1,372 | $40.7 萬 | 0.04% | 00.0% | 不變 |
| Breed's Hill Capital LLC | 1,373 | $40.7 萬 | 0.21% | +445+48.0% | 加碼 |
| Baron Silver Stevens Financial Advisors, LLC | 1,374 | $40.8 萬 | 0.07% | +200+17.0% | 加碼 |
| Optas, LLC | 1,375 | $40.8 萬 | 0.09% | −103−7.0% | 減碼 |
| E Fund Management Co., Ltd. | 1,378 | $40.9 萬 | 0.02% | +543+65.0% | 加碼 |
| Hyperion Capital Advisors LP | 1,380 | $41.0 萬 | 0.21% | −300−17.9% | 減碼 |
| Independent Solutions Wealth Management, LLC | 1,391 | $41.3 萬 | 0.09% | −11−0.8% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 1,391 | $41.3 萬 | 0.04% | +1,391 | 新進 |
| Greenwich Wealth Management LLC | 1,394 | $41.4 萬 | 0.03% | +356+34.3% | 加碼 |
| Five Oceans Advisors | 1,397 | $41.5 萬 | 0.19% | −68−4.6% | 減碼 |
| Compass Capital Corp | 1,304 | $41.5 萬 | 0.16% | +1,304 | 新進 |
| Sandy Cove Advisors, LLC | 1,400 | $41.5 萬 | 0.16% | +90+6.9% | 加碼 |
| Retirement Planning Group | 1,411 | $41.9 萬 | 0.02% | +32+2.3% | 加碼 |
| Ancora Advisors, LLC | 1,412 | $41.9 萬 | 0.01% | +52+3.8% | 加碼 |
| UMA Financial Services, Inc. | 1,413 | $41.9 萬 | 0.07% | −21−1.5% | 減碼 |
| Terra Nova Asset Management LLC | 1,416 | $42.0 萬 | 0.32% | +3+0.2% | 加碼 |
| Forza Wealth Management, LLC | 1,416 | $42.0 萬 | 0.19% | −150−9.6% | 減碼 |
| Patten Group, Inc. | 1,416 | $42.0 萬 | 0.09% | 00.0% | 不變 |
| Westover Capital Advisors, LLC | 1,420 | $42.1 萬 | 0.09% | −20−1.4% | 減碼 |
| Garner Asset Management Corp | 1,421 | $42.2 萬 | 0.20% | 00.0% | 不變 |
| Silver Oak Securities, Inc | 1,424 | $42.3 萬 | 0.04% | +35+2.5% | 加碼 |
| OneAscent Wealth Management LLC | 1,428 | $42.4 萬 | 0.17% | −68−4.5% | 減碼 |
| Fairfield, Bush & Co. | 1,430 | $42.4 萬 | 0.25% | 00.0% | 不變 |
| Heritage Wealth Advisors | 1,430 | $42.4 萬 | 0.02% | +4+0.3% | 加碼 |
| Financial Advisors, LLC | 1,440 | $42.7 萬 | 0.08% | 00.0% | 不變 |
| East Coast Asset Management, LLC. | 1,442 | $42.8 萬 | 0.14% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 1,443 | $42.8 萬 | 0.03% | −118−7.6% | 減碼 |
| Consolidated Planning Corp | 1,443 | $42.8 萬 | 0.06% | +10+0.7% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,443 | $42.8 萬 | 0.03% | +72+5.3% | 加碼 |
| Crew Capital Management, Ltd. | 1,445 | $42.9 萬 | 0.36% | 00.0% | 不變 |
| Capital Asset Advisory Services LLC | 1,416 | $42.9 萬 | 0.02% | −17−1.2% | 減碼 |
| Austin Wealth Management, LLC | 1,374 | $42.9 萬 | 0.09% | +129+10.4% | 加碼 |
| Skba Capital Management LLC | 1,450 | $43.0 萬 | 0.07% | −100−6.5% | 減碼 |
| Sivia Capital Partners, LLC | 1,450 | $43.0 萬 | 0.21% | −21−1.4% | 減碼 |
| RiverFront Investment Group, LLC | 1,451 | $43.1 萬 | 0.01% | +370+34.2% | 加碼 |
| Nautilus Advisors LLC | 1,453 | $43.1 萬 | 0.34% | +1,453 | 新進 |
| HHM Wealth Advisors, LLC | 1,453 | $43.1 萬 | 0.06% | −33−2.2% | 減碼 |
| James J. Burns & Company, LLC | 1,455 | $43.2 萬 | 0.08% | +296+25.5% | 加碼 |
| First National Corp | 1,456 | $43.2 萬 | 0.10% | −15−1.0% | 減碼 |
| Fragasso Group Inc. | 1,456 | $43.2 萬 | 0.03% | +63+4.5% | 加碼 |
| Enclave Advisors LLC | 1,463 | $43.4 萬 | 0.07% | +1+0.1% | 加碼 |
| Elevated Capital Advisors, LLC | 1,464 | $43.4 萬 | 0.12% | −8−0.5% | 減碼 |
| Callan Capital, LLC | 1,465 | $43.5 萬 | 0.03% | −195−11.7% | 減碼 |
| First Business Financial Services, Inc. | 1,468 | $43.6 萬 | 0.04% | 00.0% | 不變 |
| Camden Capital, LLC | 1,478 | $43.9 萬 | 0.05% | +466+46.0% | 加碼 |
| Trust Co of Virginia | 1,481 | $44.0 萬 | 0.04% | 00.0% | 不變 |
| Delta Asset Management LLC | 1,481 | $44.0 萬 | 0.04% | −5−0.3% | 減碼 |
| Hamilton Capital, LLC | 1,483 | $44.0 萬 | 0.03% | −4−0.3% | 減碼 |
| Maia Wealth LLC | 1,392 | $44.1 萬 | 0.09% | +80+6.1% | 加碼 |
| Integrated Quantitative Investments LLC | 1,490 | $44.2 萬 | 0.22% | +1,490 | 新進 |
| Onefund, LLC | 1,492 | $44.3 萬 | 0.42% | +15+1.0% | 加碼 |
| Walker Asset Management, LLC | 1,492 | $44.3 萬 | 0.27% | +3+0.2% | 加碼 |
| Drive Wealth Management, LLC | 1,495 | $44.4 萬 | 0.11% | +66+4.6% | 加碼 |
| Bahl & Gaynor Inc | 1,498 | $44.5 萬 | 0.00% | −77−4.9% | 減碼 |
| Professional Advisory Services Inc | 1,500 | $44.5 萬 | 0.06% | 00.0% | 不變 |
| Compass Ion Advisors, LLC | 1,500 | $44.5 萬 | 0.05% | 00.0% | 不變 |
| Wimmer Associates 1, LLC | 1,500 | $44.5 萬 | 0.22% | 00.0% | 不變 |
| Asset Advisors Investment Management, LLC | 1,500 | $44.5 萬 | 0.05% | 00.0% | 不變 |
| Bramshill Investments, LLC | 1,500 | $44.5 萬 | 0.07% | +1,500 | 新進 |
| Spahn Wealth & Retirement LLC | 1,500 | $44.5 萬 | 0.29% | +1,500 | 新進 |
| Veritas Investment Partners (UK) Ltd. | 1,500 | $44.5 萬 | 0.01% | 00.0% | 不變 |
| Lakeview Capital Partners, LLC | 1,501 | $44.6 萬 | 0.10% | −2,480−62.3% | 減碼 |
| Howard Financial Services, Ltd. | 1,507 | $44.7 萬 | 0.06% | +416+38.1% | 加碼 |
| Northwest Bancshares, Inc. | 1,509 | $44.8 萬 | 0.08% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 1,510 | $44.8 萬 | 0.03% | +35+2.4% | 加碼 |
| OneAscent Family Office, LLC | 1,519 | $45.1 萬 | 0.82% | +1,519 | 新進 |
| MV Capital Management, Inc. | 1,522 | $45.2 萬 | 0.05% | +1+0.1% | 加碼 |
| Investor's Fiduciary Advisor Network, LLC | 1,525 | $45.2 萬 | 0.17% | +1,525 | 新進 |
| Motco | 1,525 | $45.3 萬 | 0.05% | −555−26.7% | 減碼 |
| Boit C F David | 1,525 | $45.3 萬 | 0.23% | 00.0% | 不變 |
| Fort Washington Investment Advisors Inc | 1,526 | $45.3 萬 | 0.00% | −159−9.4% | 減碼 |
| Centric Wealth Management | 1,534 | $45.5 萬 | 0.12% | 00.0% | 不變 |
| 626 Financial, LLC | 1,541 | $45.7 萬 | 0.25% | +135+9.6% | 加碼 |
| Simplicity Wealth,LLC | 1,543 | $45.8 萬 | 0.10% | +142+10.1% | 加碼 |
| Michael B. Yongue | 1,545 | $45.9 萬 | 0.36% | 00.0% | 不變 |
| Y.D. More Investments Ltd | 1,548 | $45.9 萬 | 0.04% | +251+19.4% | 加碼 |
| Annex Advisory Services, LLC | 1,550 | $46.0 萬 | 0.01% | −6−0.4% | 減碼 |
| Objective Capital Management, LLC | 1,551 | $46.0 萬 | 0.31% | −185−10.7% | 減碼 |
| Petros Family Wealth, LLC | 1,553 | $46.1 萬 | 0.50% | +1,553 | 新進 |
| Shulman DeMeo Asset Management LLC | 1,554 | $46.1 萬 | 0.12% | −3−0.2% | 減碼 |
| Exencial Wealth Advisors, LLC | 1,554 | $46.1 萬 | 0.02% | −174−10.1% | 減碼 |
| Fidelity D & D Bancorp Inc | 1,560 | $46.3 萬 | 0.31% | +244+18.5% | 加碼 |
| Monterey Private Wealth, Inc. | 1,568 | $46.5 萬 | 0.15% | +517+49.2% | 加碼 |
| Birchcreek Wealth Management, LLC | 1,570 | $46.6 萬 | 0.29% | −202−11.4% | 減碼 |
| Kelman-Lazarov, Inc. | 1,576 | $46.8 萬 | 0.08% | −3−0.2% | 減碼 |
| Fountainhead AM, LLC | 1,578 | $46.8 萬 | 0.09% | +182+13.0% | 加碼 |
| Revolve Wealth Partners, LLC | 1,580 | $46.9 萬 | 0.07% | −1,009−39.0% | 減碼 |
| LCNB Corp | 1,580 | $46.9 萬 | 0.17% | −82−4.9% | 減碼 |
| Brown Financial Advisors | 1,583 | $47.0 萬 | 0.19% | −196−11.0% | 減碼 |
| KFA Private Wealth Group, LLC | 1,584 | $47.0 萬 | 0.20% | +51+3.3% | 加碼 |
| Rockbridge Investment Management, LCC | 1,590 | $47.2 萬 | 0.06% | +23+1.5% | 加碼 |
| Central Bank & Trust Co | 1,591 | $47.2 萬 | 0.07% | 00.0% | 不變 |
| Valmark Advisers, Inc. | 1,592 | $47.3 萬 | 0.01% | +328+25.9% | 加碼 |
| City Holding Co | 1,596 | $47.4 萬 | 0.07% | 00.0% | 不變 |
| MBL Wealth, LLC | 1,600 | $47.5 萬 | 0.05% | −97−5.7% | 減碼 |
| Centaurus Financial, Inc. | 1,605 | $47.6 萬 | 0.03% | +287+21.8% | 加碼 |
| M3 Advisory Group, LLC | 1,605 | $47.6 萬 | 0.34% | +101+6.7% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 1,605 | $47.6 萬 | 0.17% | +2+0.1% | 加碼 |
| Aire Advisors, LLC | 1,607 | $47.7 萬 | 0.10% | +147+10.1% | 加碼 |
| Advisory Alpha, LLC | 1,607 | $47.7 萬 | 0.02% | +543+51.0% | 加碼 |