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 |
|---|---|---|---|---|---|
| Berkshire Bank | 8,404 | $249.4 萬 | 0.58% | −89−1.0% | 減碼 |
| Argent Advisors, Inc. | 8,398 | $249.2 萬 | 0.92% | −247−2.9% | 減碼 |
| Prosperity Consulting Group, LLC | 8,378 | $248.6 萬 | 0.19% | +60+0.7% | 加碼 |
| IronOak Wealth LLC. | 8,367 | $248.3 萬 | 2.78% | +8,367 | 新進 |
| Procyon Private Wealth Partners, LLC | 8,345 | $247.7 萬 | 0.16% | +270+3.3% | 加碼 |
| Principle Wealth Partners LLC | 8,331 | $247.3 萬 | 0.17% | −50−0.6% | 減碼 |
| Stokes Family Office, LLC | 8,304 | $246.4 萬 | 0.26% | +2,922+54.3% | 加碼 |
| Cornerstone Planning, LLC | 8,302 | $246.4 萬 | 0.94% | +8,302 | 新進 |
| Woodmont Investment Counsel LLC | 8,268 | $245.4 萬 | 0.18% | −668−7.5% | 減碼 |
| Oliver Lagore Vanvalin Investment Group | 8,244 | $244.7 萬 | 0.63% | 00.0% | 不變 |
| Van Strum & Towne Inc. | 8,240 | $244.6 萬 | 0.86% | +1,100+15.4% | 加碼 |
| Spears Abacus Advisors LLC | 8,223 | $244.0 萬 | 0.05% | +16+0.2% | 加碼 |
| MUFG Securities Americas Inc. | 8,216 | $243.8 萬 | 0.31% | +8,216 | 新進 |
| Accent Capital Management, LLC | 8,194 | $243.2 萬 | 1.39% | −500−5.8% | 減碼 |
| Signet Investment Advisory Group, Inc. | 8,174 | $242.6 萬 | 1.24% | −150−1.8% | 減碼 |
| SOA Wealth Advisors, LLC. | 8,147 | $241.8 萬 | 0.45% | +116+1.4% | 加碼 |
| Meiji Yasuda Life Insurance Co | 8,130 | $241.3 萬 | 0.05% | +2,083+34.4% | 加碼 |
| Berkshire Asset Management LLC | 7,445 | $239.2 萬 | 0.11% | −1,177−13.7% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,016 | $237.9 萬 | 0.06% | −144−1.8% | 減碼 |
| Natural Investments, LLC | 8,011 | $237.7 萬 | 0.66% | +8,011 | 新進 |
| Osborne Partners Capital Management, LLC | 7,838 | $232.6 萬 | 0.13% | −282−3.5% | 減碼 |
| La Banque Postale Asset Management SA | 7,836 | $232.6 萬 | 0.03% | −36,332−82.3% | 減碼 |
| Csenge Advisory Group | 7,818 | $232.0 萬 | 0.13% | −761−8.9% | 減碼 |
| GAMMA Investing LLC | 7,801 | $231.5 萬 | 0.20% | +727+10.3% | 加碼 |
| Stock Yards Bank & Trust Co | 7,786 | $231.1 萬 | 0.08% | −1,441−15.6% | 減碼 |
| Level Four Advisory Services, LLC | 7,776 | $230.8 萬 | 0.09% | +244+3.2% | 加碼 |
| Buckingham Strategic Partners | 7,760 | $230.3 萬 | 0.04% | +1,208+18.4% | 加碼 |
| Holderness Investments Co | 7,750 | $230.0 萬 | 0.51% | +40+0.5% | 加碼 |
| Burke & Herbert Bank & Trust Co | 7,737 | $229.6 萬 | 0.54% | 00.0% | 不變 |
| Davis Investment Partners, LLC | 7,806 | $228.9 萬 | 0.97% | −205−2.6% | 減碼 |
| Taylor Frigon Capital Management LLC | 7,698 | $228.5 萬 | 1.16% | −255−3.2% | 減碼 |
| RMR Wealth Builders | 7,666 | $227.5 萬 | 0.24% | +527+7.4% | 加碼 |
| Pitcairn Co | 7,635 | $226.6 萬 | 0.13% | −225−2.9% | 減碼 |
| Citizens National Bank Trust Department | 7,633 | $226.5 萬 | 0.48% | −53−0.7% | 減碼 |
| Red Cedar Investment Management, LLC | 7,628 | $226.4 萬 | 0.28% | +792+11.6% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 7,588 | $225.2 萬 | 0.07% | +390+5.4% | 加碼 |
| RMR Capital Management, LLC | 7,558 | $224.3 萬 | 1.67% | 00.0% | 不變 |
| Palisade Asset Management, LLC | 7,527 | $223.4 萬 | 0.23% | −138−1.8% | 減碼 |
| Hilltop National Bank | 7,526 | $223.4 萬 | 0.67% | +558+8.0% | 加碼 |
| Beverly Hills Private Wealth, LLC | 7,521 | $223.2 萬 | 0.45% | −222−2.9% | 減碼 |
| Oldfather Financial Services, LLC | 7,515 | $223.0 萬 | 0.85% | 00.0% | 不變 |
| GeoWealth Management, LLC | 7,449 | $221.1 萬 | 0.07% | +367+5.2% | 加碼 |
| Bank Ozk | 7,443 | $220.9 萬 | 0.92% | +781+11.7% | 加碼 |
| Nixon Peabody Trust Co | 7,436 | $220.7 萬 | 0.18% | +132+1.8% | 加碼 |
| Caldwell Sutter Capital, Inc. | 7,419 | $220.2 萬 | 1.02% | 00.0% | 不變 |
| Veracity Capital LLC | 7,413 | $220.0 萬 | 0.80% | −6−0.1% | 減碼 |
| Harold Davidson & Associates Inc. | 7,404 | $219.7 萬 | 1.05% | +7,404 | 新進 |
| Nicholas Hoffman & Company, LLC. | 7,389 | $219.3 萬 | 0.09% | −18−0.2% | 減碼 |
| Dover Advisors, LLC | 7,370 | $218.7 萬 | 1.25% | −175−2.3% | 減碼 |
| Thoroughbred Financial Services, LLC | 7,368 | $218.6 萬 | 0.13% | −99−1.3% | 減碼 |
| Groupama Asset Managment | 7,344 | $218.4 萬 | 0.04% | +699+10.5% | 加碼 |
| Excalibur Management Corp | 7,354 | $218.3 萬 | 0.87% | −284−3.7% | 減碼 |
| Boltwood Capital Management | 7,343 | $217.9 萬 | 0.66% | −59−0.8% | 減碼 |
| Belpointe Asset Management LLC | 8,412 | $217.6 萬 | 0.13% | −268−3.1% | 減碼 |
| Intellectus Partners, LLC | 7,310 | $217.0 萬 | 0.48% | −250−3.3% | 減碼 |
| Lazard Freres Gestion S.A.S. | 7,258 | $215.4 萬 | 0.04% | −977−11.9% | 減碼 |
| Gateway Investment Advisers LLC | 7,256 | $215.3 萬 | 0.02% | +33+0.5% | 加碼 |
| Birinyi Associates Inc | 7,250 | $215.2 萬 | 0.59% | 00.0% | 不變 |
| Raab & Moskowitz Asset Management LLC | 7,230 | $214.6 萬 | 0.53% | −164−2.2% | 減碼 |
| GLOBALT Investments LLC | 7,203 | $213.8 萬 | 0.08% | +134+1.9% | 加碼 |
| Applied Finance Capital Management, LLC | 7,196 | $213.6 萬 | 0.09% | −193−2.6% | 減碼 |
| Smartleaf Asset Management LLC | 7,156 | $212.8 萬 | 0.22% | +1,795+33.5% | 加碼 |
| Flputnam Investment Management Co | 7,135 | $211.7 萬 | 0.04% | −5,165−42.0% | 減碼 |
| Associated Banc-Corp | 7,122 | $211.4 萬 | 0.06% | −95−1.3% | 減碼 |
| Capstone Investment Advisors, LLC | 7,117 | $211.2 萬 | 0.02% | −1,386−16.3% | 減碼 |
| Everett Harris & Co | 7,093 | $210.5 萬 | 0.03% | −45−0.6% | 減碼 |
| Auxier Asset Management | 7,093 | $210.5 萬 | 0.33% | −40−0.6% | 減碼 |
| Optiver Holding B.V. | 7,083 | $210.2 萬 | 0.07% | −25,402−78.2% | 減碼 |
| Blue Zone Wealth Advisors, LLC | 7,082 | $210.2 萬 | 0.61% | −82−1.1% | 減碼 |
| Ascent Group, LLC | 7,060 | $209.5 萬 | 0.16% | +430+6.5% | 加碼 |
| Stablepoint Partners, LLC | 6,991 | $207.5 萬 | 0.38% | +20.0% | 加碼 |
| Symphony Financial, Ltd. Co. | 6,498 | $206.6 萬 | 0.32% | +37+0.6% | 加碼 |
| Trust Asset Management LLC | 6,907 | $205.0 萬 | 0.16% | 00.0% | 不變 |
| Alps Advisors Inc | 6,899 | $204.8 萬 | 0.01% | −1,470−17.6% | 減碼 |
| Citadel Investment Advisory, Inc. | 6,884 | $204.3 萬 | 1.06% | 00.0% | 不變 |
| Rockland Trust Co | 6,860 | $203.6 萬 | 0.10% | −888−11.5% | 減碼 |
| Inkwell Capital LLC | 6,851 | $203.3 萬 | 2.17% | +6,851 | 新進 |
| Dynasty Wealth Management, LLC | 6,829 | $202.7 萬 | 0.03% | +28+0.4% | 加碼 |
| Stenger Family Office, LLC | 6,817 | $202.3 萬 | 0.69% | +6,817 | 新進 |
| Piscataqua Savings Bank | 6,813 | $202.2 萬 | 1.74% | −50−0.7% | 減碼 |
| Beacon Financial Group | 6,792 | $201.6 萬 | 0.22% | −118−1.7% | 減碼 |
| RB Capital Management, LLC | 6,791 | $201.5 萬 | 0.47% | +301+4.6% | 加碼 |
| Center for Financial Planning, Inc. | 6,760 | $200.6 萬 | 0.27% | 00.0% | 不變 |
| Argus Investors' Counsel, Inc. | 6,722 | $199.5 萬 | 1.33% | −434−6.1% | 減碼 |
| Daymark Wealth Partners, LLC | 101,392 | $199.2 萬 | 0.08% | +105+0.1% | 加碼 |
| Aurora Private Wealth, Inc. | 6,713 | $199.2 萬 | 1.49% | +269+4.2% | 加碼 |
| Checchi Capital Advisers, LLC | 6,656 | $197.5 萬 | 0.15% | −9−0.1% | 減碼 |
| Private Trust Co NA | 6,634 | $196.9 萬 | 0.20% | −18−0.3% | 減碼 |
| Flagship Harbor Advisors, LLC | 6,625 | $196.6 萬 | 0.10% | +712+12.0% | 加碼 |
| Forum Financial Management, LP | 6,622 | $196.5 萬 | 0.03% | +31+0.5% | 加碼 |
| BancorpSouth Bank | 6,605 | $196.0 萬 | 0.13% | −567−7.9% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,164 | $195.0 萬 | 0.02% | −626−9.2% | 減碼 |
| WBI Investments | 6,566 | $194.9 萬 | 0.49% | +2,256+52.3% | 加碼 |
| McAdam, LLC | 6,555 | $194.5 萬 | 0.11% | −41−0.6% | 減碼 |
| Wolf Group Capital Advisors | 11,159 | $194.4 萬 | 0.95% | 00.0% | 不變 |
| Lee Danner & Bass Inc | 6,537 | $194.0 萬 | 0.15% | +272+4.3% | 加碼 |
| Huntleigh Advisors, Inc. | 6,512 | $193.3 萬 | 0.42% | +6,512 | 新進 |
| Brighton Jones LLC | 6,481 | $192.4 萬 | 0.06% | +1,273+24.4% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 6,481 | $192.4 萬 | 0.07% | −182−2.7% | 減碼 |
| Ronald Blue Trust, Inc. | 6,465 | $191.9 萬 | 0.02% | −1,432−18.1% | 減碼 |