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
- 2,643
- 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 1,031 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 | 3,022 | $1,951 億 |
| 2026 年第 1 季 | 2,913 | $1,748 億 |
| 2025 年第 4 季 | 3,044 | $2,168 億 |
| 2025 年第 3 季 | 2,759 | $1,934 億 |
| 2025 年第 2 季 | 2,720 | $1,899 億 |
| 2025 年第 1 季 | 2,628 | $1,607 億 |
| 2024 年第 4 季 | 2,643 | $1,775 億 |
| 2024 年第 3 季 | 2,460 | $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 |
|---|---|---|---|---|---|
| Bailard, Inc. | 10,312 | $306.0 萬 | 0.08% | +21+0.2% | 加碼 |
| ProVise Management Group, LLC | 10,267 | $304.7 萬 | 0.26% | −3,593−25.9% | 減碼 |
| Sciencast Management LP | 10,252 | $304.3 萬 | 0.83% | +10,252 | 新進 |
| SOL Capital Management CO | 10,210 | $303.0 萬 | 0.34% | −1,838−15.3% | 減碼 |
| Insigneo Advisory Services, LLC | 10,165 | $301.7 萬 | 0.31% | −1,759−14.8% | 減碼 |
| Empower Advisory Group, LLC | 10,121 | $300.4 萬 | 0.01% | +104+1.0% | 加碼 |
| Cunning Capital Partners, LP | 10,070 | $298.9 萬 | 1.84% | 00.0% | 不變 |
| Buttonwood Financial Advisors Inc. | 10,014 | $297.2 萬 | 1.31% | −369−3.6% | 減碼 |
| Strategic Wealth Partners, Ltd. | 9,658 | $297.0 萬 | 0.25% | −1,300−11.9% | 減碼 |
| Penobscot Investment Management Company, Inc. | 10,005 | $296.9 萬 | 0.27% | +242+2.5% | 加碼 |
| Sterling Capital Management LLC | 9,991 | $296.5 萬 | 0.04% | +13+0.1% | 加碼 |
| Hartford Funds Management Co LLC | 9,978 | $296.2 萬 | 0.27% | +563+6.0% | 加碼 |
| Galilei Investment Office LLP | 9,974 | $296.0 萬 | 1.49% | +9,974 | 新進 |
| Kentucky Retirement Systems Insurance Trust Fund | 32,626 | $296.0 萬 | 0.51% | +15,998+96.2% | 加碼 |
| Union Heritage Capital, LLC | 9,968 | $295.8 萬 | 1.09% | 00.0% | 不變 |
| EFG Asset Management (North America) Corp. | 9,950 | $295.4 萬 | 0.40% | +799+8.7% | 加碼 |
| Wolff Wiese Magana LLC | 9,929 | $294.7 萬 | 1.95% | +270+2.8% | 加碼 |
| FOCUS Wealth Advisors, LLC | 9,886 | $293.4 萬 | 1.56% | −277−2.7% | 減碼 |
| Vinva Investment Management Ltd | 9,836 | $292.5 萬 | 0.11% | −2,524−20.4% | 減碼 |
| Joel Isaacson & Co., LLC | 9,843 | $292.1 萬 | 0.13% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 9,823 | $291.5 萬 | 0.11% | +1,844+23.1% | 加碼 |
| Doheny Asset Management | 9,820 | $291.4 萬 | 2.17% | 00.0% | 不變 |
| Knuff & Co LLC | 9,817 | $291.4 萬 | 0.89% | +167+1.7% | 加碼 |
| Inlet Private Wealth, LLC | 9,795 | $290.7 萬 | 0.77% | +44+0.5% | 加碼 |
| Xcel Wealth Management, LLC | 9,793 | $290.6 萬 | 0.81% | 00.0% | 不變 |
| Hodges Capital Management Inc. | 9,761 | $289.7 萬 | 0.17% | −3,646−27.2% | 減碼 |
| Moors & Cabot, Inc. | 9,696 | $287.8 萬 | 0.14% | +405+4.4% | 加碼 |
| NTV Asset Management LLC | 9,679 | $287.3 萬 | 0.38% | −336−3.4% | 減碼 |
| SBI Securities Co., Ltd. | 9,668 | $286.9 萬 | 0.09% | +9,668 | 新進 |
| Horizon Investments, LLC | 9,687 | $286.8 萬 | 0.08% | +188+2.0% | 加碼 |
| HBK Sorce Advisory LLC | 9,658 | $286.6 萬 | 0.09% | +312+3.3% | 加碼 |
| Mission Wealth Management, LP | 9,656 | $286.6 萬 | 0.07% | −643−6.2% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 9,652 | $286.5 萬 | 0.60% | −1,933−16.7% | 減碼 |
| Evoke Wealth, LLC | 9,619 | $285.5 萬 | 0.08% | +46+0.5% | 加碼 |
| Financial Security Advisor, Inc. | 9,563 | $283.8 萬 | 0.72% | −92−1.0% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 9,561 | $283.8 萬 | 0.31% | −25−0.3% | 減碼 |
| Aptus Capital Advisors, LLC | 9,543 | $283.2 萬 | 0.03% | +1,732+22.2% | 加碼 |
| Sawgrass Asset Management LLC | 9,495 | $281.8 萬 | 0.31% | −736−7.2% | 減碼 |
| Parkshore Wealth Management, Inc. | 9,479 | $281.3 萬 | 1.69% | +9,479 | 新進 |
| TAGStone Capital, Inc. | 9,464 | $280.9 萬 | 1.38% | +108+1.2% | 加碼 |
| Zhang Financial LLC | 9,446 | $280.4 萬 | 0.16% | +724+8.3% | 加碼 |
| Plimoth Trust Co LLC | 9,446 | $280.3 萬 | 0.72% | −108−1.1% | 減碼 |
| J. Safra Sarasin Holding AG | 9,417 | $279.5 萬 | 0.05% | −1,156−10.9% | 減碼 |
| Parkside Financial Bank & Trust | 9,370 | $278.1 萬 | 0.37% | +121+1.3% | 加碼 |
| Qtron Investments LLC | 9,352 | $277.6 萬 | 0.39% | −1,251−11.8% | 減碼 |
| Institute for Wealth Management, LLC. | 9,331 | $276.9 萬 | 0.35% | −52−0.6% | 減碼 |
| Beacon Investment Advisors LLC | 9,328 | $276.9 萬 | 1.30% | 00.0% | 不變 |
| Ritholtz Wealth Management | 9,310 | $276.3 萬 | 0.08% | +446+5.0% | 加碼 |
| Evergreen Capital Management LLC | 9,307 | $276.2 萬 | 0.09% | −82−0.9% | 減碼 |
| Carl P. Sherr & Co., LLC | 9,301 | $276.0 萬 | 1.45% | +10.0% | 加碼 |
| Western Wealth Management, LLC | 9,245 | $274.4 萬 | 0.15% | +718+8.4% | 加碼 |
| Bigelow Investment Advisors, LLC | 9,230 | $273.9 萬 | 1.29% | −630−6.4% | 減碼 |
| Fire Capital Management LLC | 9,215 | $273.5 萬 | 2.04% | +9,215 | 新進 |
| Applied Capital LLC | 9,211 | $273.4 萬 | 2.15% | −50−0.5% | 減碼 |
| Americana Partners, LLC | 9,198 | $273.0 萬 | 0.11% | −574−5.9% | 減碼 |
| Guardian Capital LP | 9,188 | $272.7 萬 | 0.10% | −1,200−11.6% | 減碼 |
| Jackson Wealth Management, LLC | 9,175 | $272.3 萬 | 0.31% | +770+9.2% | 加碼 |
| KWB Wealth | 10,031 | $272.1 萬 | 0.34% | +1,403+16.3% | 加碼 |
| Bridgeway Capital Management, LLC | 9,100 | $270.1 萬 | 0.06% | 00.0% | 不變 |
| IFC Advisors LLC | 9,072 | $269.2 萬 | 0.59% | +9,072 | 新進 |
| Mengis Capital Management, Inc. | 9,070 | $269.2 萬 | 0.55% | 00.0% | 不變 |
| Invst, LLC | 9,050 | $268.6 萬 | 0.33% | +81+0.9% | 加碼 |
| Anchor Investment Management, LLC | 9,026 | $267.9 萬 | 0.25% | +134+1.5% | 加碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 9,000 | $267.1 萬 | 1.18% | +9,000 | 新進 |
| Signature Wealth Management Group | 8,987 | $266.7 萬 | 1.07% | +202+2.3% | 加碼 |
| Trustco Bank Corp N Y | 8,954 | $265.7 萬 | 2.87% | −560−5.9% | 減碼 |
| Bank of New Hampshire | 8,928 | $265.0 萬 | 0.68% | −148−1.6% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 8,916 | $264.6 萬 | 1.61% | −1,637−15.5% | 減碼 |
| Fulton Bank, N.A. | 8,898 | $264.1 萬 | 0.10% | −1,632−15.5% | 減碼 |
| Northern Financial Advisors Inc | 8,897 | $264.1 萬 | 2.11% | −296−3.2% | 減碼 |
| Arcus Capital Partners, LLC | 11,583 | $263.7 萬 | 0.83% | 00.0% | 不變 |
| Coastal Bridge Advisors, LLC | 8,867 | $263.2 萬 | 0.66% | +8+0.1% | 加碼 |
| Massmutual Trust Co FSB | 8,856 | $262.8 萬 | 0.07% | −368−4.0% | 減碼 |
| Vivid Wealth Management, LLC | 8,854 | $262.8 萬 | 1.33% | −43−0.5% | 減碼 |
| JPB Foundation | 8,851 | $262.7 萬 | 0.29% | −35,000−79.8% | 減碼 |
| Wilkins Investment Counsel Inc | 8,842 | $262.4 萬 | 0.38% | −990−10.1% | 減碼 |
| AlTi Global, Inc. | 8,569 | $261.9 萬 | 0.06% | +133+1.6% | 加碼 |
| FineMark National Bank & Trust | 8,811 | $261.5 萬 | 0.09% | +77+0.9% | 加碼 |
| Lake Street Advisors Group, LLC | 8,796 | $261.1 萬 | 0.12% | −23−0.3% | 減碼 |
| Eqis Capital Management, Inc. | 8,794 | $261.0 萬 | 0.22% | −97−1.1% | 減碼 |
| Jackson Square Capital, LLC | 8,781 | $260.6 萬 | 0.63% | +8,781 | 新進 |
| Bank of Stockton | 8,759 | $260.0 萬 | 0.79% | −210−2.3% | 減碼 |
| Mindset Wealth Management, LLC | 8,737 | $259.3 萬 | 0.95% | −368−4.0% | 減碼 |
| Vista Wealth Management Group, LLC | 8,717 | $258.7 萬 | 0.17% | +3,773+76.3% | 加碼 |
| Mutual Advisors, LLC | 8,259 | $257.3 萬 | 0.07% | +410+5.2% | 加碼 |
| Agf Management Ltd | 8,619 | $255.8 萬 | 0.01% | −18,640−68.4% | 減碼 |
| Ingalls & Snyder LLC | 8,607 | $255.4 萬 | 0.10% | 00.0% | 不變 |
| Beaumont Financial Advisors, LLC | 8,604 | $255.4 萬 | 0.19% | +235+2.8% | 加碼 |
| Walter & Keenan Financial Consulting Co | 8,601 | $255.3 萬 | 0.77% | +7+0.1% | 加碼 |
| SageView Advisory Group, LLC | 8,596 | $255.1 萬 | 0.11% | +218+2.6% | 加碼 |
| First National Trust Co | 8,585 | $254.8 萬 | 0.10% | −392−4.4% | 減碼 |
| Rothschild Investment LLC | 8,538 | $253.4 萬 | 0.17% | −46−0.5% | 減碼 |
| Pinnacle Holdings, LLC | 8,516 | $252.7 萬 | 0.95% | −532−5.9% | 減碼 |
| Moneta Group Investment Advisors LLC | 8,486 | $251.9 萬 | 0.04% | −82−1.0% | 減碼 |
| Investors Asset Management of Georgia Inc | 8,479 | $251.7 萬 | 1.23% | −50−0.6% | 減碼 |
| Pinnacle Wealth Management, LLC | 8,464 | $251.2 萬 | 2.80% | −82−1.0% | 減碼 |
| Fortis Group Advisors, LLC | 8,436 | $250.4 萬 | 0.47% | −3,890−31.6% | 減碼 |
| IFG Advisory, LLC | 8,435 | $250.3 萬 | 0.14% | −130−1.5% | 減碼 |
| Hardy Reed LLC | 8,428 | $250.1 萬 | 0.22% | 00.0% | 不變 |
| Howard Capital Management Group, LLC | 8,426 | $250.1 萬 | 0.17% | −189−2.2% | 減碼 |