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 |
|---|---|---|---|---|---|
| Edge Capital Group, LLC | 6,451 | $191.5 萬 | 0.09% | +1,113+20.9% | 加碼 |
| Redwood Investment Management, LLC | 6,399 | $189.9 萬 | 0.19% | −110−1.7% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 6,394 | $189.8 萬 | 0.10% | −399−5.9% | 減碼 |
| S&CO Inc | 6,386 | $189.5 萬 | 0.13% | 00.0% | 不變 |
| Parisi Gray Wealth Management | 6,367 | $189.0 萬 | 0.60% | +11+0.2% | 加碼 |
| Western Financial Corp | 6,330 | $187.9 萬 | 1.03% | +386+6.5% | 加碼 |
| Arkadios Wealth Advisors | 6,279 | $186.3 萬 | 0.10% | −1,013−13.9% | 減碼 |
| Chesapeake Wealth Management | 6,272 | $186.1 萬 | 0.64% | −223−3.4% | 減碼 |
| Axxcess Wealth Management, LLC | 6,215 | $184.5 萬 | 0.05% | +79+1.3% | 加碼 |
| Washington Trust Advisors, Inc. | 6,211 | $184.3 萬 | 0.15% | +29+0.5% | 加碼 |
| Geneos Wealth Management Inc. | 6,202 | $184.1 萬 | 0.06% | +313+5.3% | 加碼 |
| Diligent Investors, LLC | 6,197 | $183.9 萬 | 0.42% | −50−0.8% | 減碼 |
| Crestwood Advisors Group LLC | 6,167 | $183.0 萬 | 0.03% | +496+8.7% | 加碼 |
| WSFS Capital Management, LLC | 6,164 | $182.9 萬 | 0.10% | −229−3.6% | 減碼 |
| Abundance Wealth Counselors | 6,139 | $182.2 萬 | 0.40% | +8+0.1% | 加碼 |
| Busey Wealth Management | 6,129 | $181.9 萬 | 0.06% | −137−2.2% | 減碼 |
| Old National Bancorp | 6,119 | $181.6 萬 | 0.04% | +36+0.6% | 加碼 |
| Cape Cod Five Cents Savings Bank | 6,685 | $181.3 萬 | 0.16% | 00.0% | 不變 |
| Westpac Banking Corp | 6,093 | $180.8 萬 | 0.12% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 6,059 | $179.8 萬 | 0.06% | +2,217+57.7% | 加碼 |
| Pensionmark Financial Group, LLC | 6,057 | $179.7 萬 | 0.05% | +1,292+27.1% | 加碼 |
| Weil Company, Inc. | 6,035 | $179.1 萬 | 0.62% | 00.0% | 不變 |
| Fielder Capital Group LLC | 6,019 | $178.6 萬 | 0.56% | +102+1.7% | 加碼 |
| IHT Wealth Management, LLC | 6,019 | $178.6 萬 | 0.06% | +879+17.1% | 加碼 |
| Insight Advisors, LLC | 6,008 | $178.6 萬 | 0.31% | −139−2.3% | 減碼 |
| Fidelis Capital Partners, LLC | 5,639 | $178.5 萬 | 0.18% | +1,655+41.5% | 加碼 |
| Financial Counselors Inc | 6,009 | $178.3 萬 | 0.03% | −767−11.3% | 減碼 |
| Greenwood Gearhart Inc | 5,999 | $178.0 萬 | 0.12% | −489−7.5% | 減碼 |
| B&L Asset Management LLC | 5,995 | $177.9 萬 | 1.13% | +10.0% | 加碼 |
| Legacy Edge Advisors, LLC | 5,981 | $177.8 萬 | 0.28% | −663−10.0% | 減碼 |
| YHB Investment Advisors, Inc. | 5,961 | $176.9 萬 | 0.15% | −125−2.1% | 減碼 |
| TrinityPoint Wealth, LLC | 5,961 | $176.9 萬 | 0.25% | +154+2.7% | 加碼 |
| Ransom Advisory, Ltd | 5,946 | $176.5 萬 | 0.81% | 00.0% | 不變 |
| Fort Point Capital Partners LLC | 5,944 | $176.4 萬 | 0.20% | −1,130−16.0% | 減碼 |
| Leavell Investment Management, Inc. | 5,943 | $176.4 萬 | 0.09% | +295+5.2% | 加碼 |
| Community Bank, N.A. | 5,912 | $175.5 萬 | 0.23% | −85−1.4% | 減碼 |
| MainStreet Investment Advisors LLC | 5,897 | $175.0 萬 | 0.25% | −101−1.7% | 減碼 |
| Focus Financial Network, Inc. | 5,877 | $174.4 萬 | 0.07% | +48+0.8% | 加碼 |
| First Citizens Bank & Trust Co | 5,876 | $174.4 萬 | 0.03% | +247+4.4% | 加碼 |
| Leo Wealth, LLC | 5,860 | $173.9 萬 | 0.16% | +2,609+80.3% | 加碼 |
| Bank of Hawaii | 5,856 | $173.8 萬 | 0.10% | −139−2.3% | 減碼 |
| Kestra Investment Management, LLC | 5,849 | $173.6 萬 | 0.07% | +1,937+49.5% | 加碼 |
| Highline Wealth Partners LLC | 5,848 | $173.6 萬 | 0.57% | +25+0.4% | 加碼 |
| Natixis | 5,845 | $173.5 萬 | 0.01% | −12,226−67.7% | 減碼 |
| Lakeshore Capital Group, Inc. | 5,844 | $173.4 萬 | 2.62% | +5,844 | 新進 |
| Hohimer Wealth Management, LLC | 5,829 | $173.0 萬 | 0.33% | +37+0.6% | 加碼 |
| Cigna Investments Inc | 5,777 | $171.5 萬 | 0.30% | −40−0.7% | 減碼 |
| Weik Capital Management | 5,763 | $171.0 萬 | 0.70% | −100−1.7% | 減碼 |
| Delphi Management Inc | 5,713 | $169.6 萬 | 1.64% | −152−2.6% | 減碼 |
| BayBridge Capital Group, LLC | 5,702 | $169.2 萬 | 1.23% | −46−0.8% | 減碼 |
| HTLF Bank | 5,698 | $169.1 萬 | 0.19% | −131−2.2% | 減碼 |
| Balboa Wealth Partners | 5,693 | $169.0 萬 | 0.39% | +2,836+99.3% | 加碼 |
| Waldron Private Wealth LLC | 5,684 | $168.7 萬 | 0.07% | +16+0.3% | 加碼 |
| Monte Financial Group, LLC | 5,684 | $168.7 萬 | 0.72% | −303−5.1% | 減碼 |
| Capital Analysts, LLC | 5,666 | $168.2 萬 | 0.07% | +647+12.9% | 加碼 |
| Blodgett Wealth Advisors, LLC | 5,659 | $168.0 萬 | 1.32% | −57−1.0% | 減碼 |
| Stratos Wealth Advisors, LLC | 5,648 | $167.6 萬 | 0.08% | −601−9.6% | 減碼 |
| Advisory Research Inc | 5,628 | $167.0 萬 | 0.28% | −849−13.1% | 減碼 |
| Myriad Asset Management US LP | 5,626 | $167.0 萬 | 1.12% | +5,626 | 新進 |
| Mather Group, LLC. | 5,599 | $166.2 萬 | 0.02% | −331−5.6% | 減碼 |
| Twin Capital Management Inc | 5,598 | $166.1 萬 | 0.18% | −179−3.1% | 減碼 |
| Northcape Wealth Management, LLC | 5,580 | $165.6 萬 | 0.54% | 00.0% | 不變 |
| Manchester Capital Management LLC | 5,558 | $164.9 萬 | 0.19% | −28−0.5% | 減碼 |
| Trust Point Inc. | 5,555 | $164.9 萬 | 0.11% | −92−1.6% | 減碼 |
| Cornerstone Planning Group LLC | 5,196 | $164.4 萬 | 0.40% | +11+0.2% | 加碼 |
| Saxon Interests, Inc. | 5,536 | $164.3 萬 | 0.72% | +95+1.7% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 5,534 | $164.2 萬 | 0.11% | −4−0.1% | 減碼 |
| Transatlantique Private Wealth LLC | 5,533 | $164.2 萬 | 0.62% | +10.0% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 5,529 | $164.1 萬 | 0.03% | −526−8.7% | 減碼 |
| Crewe Advisors LLC | 5,523 | $163.9 萬 | 0.23% | −5−0.1% | 減碼 |
| Ledyard National Bank | 5,517 | $163.7 萬 | 0.15% | −93−1.7% | 減碼 |
| Stonebrook Private Inc. | 5,513 | $163.6 萬 | 0.43% | +52+1.0% | 加碼 |
| Interchange Capital Partners, LLC | 5,513 | $163.6 萬 | 0.59% | −179−3.1% | 減碼 |
| KRS Capital Management, LLC | 5,507 | $163.4 萬 | 1.16% | −14−0.3% | 減碼 |
| Icon Advisers Inc | 5,500 | $163.2 萬 | 0.37% | 00.0% | 不變 |
| Cambridge Financial Group, LLC | 5,495 | $163.1 萬 | 0.70% | −21−0.4% | 減碼 |
| Grove Bank & Trust | 5,493 | $163.0 萬 | 0.23% | −249−4.3% | 減碼 |
| Highview Capital Management LLC | 5,492 | $163.0 萬 | 0.63% | −42−0.8% | 減碼 |
| Laurel Wealth Advisors LLC | 5,491 | $163.0 萬 | 0.25% | −30−0.5% | 減碼 |
| Lawson Kroeker Investment Management Inc | 5,464 | $162.2 萬 | 0.31% | +6+0.1% | 加碼 |
| Simmons Bank | 5,446 | $161.6 萬 | 0.12% | −123−2.2% | 減碼 |
| Atomi Financial Group, Inc. | 5,435 | $161.3 萬 | 0.08% | +846+18.4% | 加碼 |
| Ameritas Investment Partners, Inc. | 5,422 | $160.9 萬 | 0.05% | −267−4.7% | 減碼 |
| Harbour Investments, Inc. | 5,420 | $160.9 萬 | 0.05% | +118+2.2% | 加碼 |
| First Dallas Securities Inc. | 5,412 | $160.6 萬 | 0.65% | −3,284−37.8% | 減碼 |
| Sirios Capital Management L P | 5,399 | $160.2 萬 | 0.29% | −178−3.2% | 減碼 |
| Syon Capital LLC | 5,394 | $160.1 萬 | 0.14% | −173−3.1% | 減碼 |
| NBZ Investment Advisors LLC | 5,359 | $159.1 萬 | 0.89% | +5,359 | 新進 |
| Strategic Advisors LLC | 5,356 | $159.0 萬 | 0.29% | +1,702+46.6% | 加碼 |
| Avestar Capital, LLC | 5,334 | $158.3 萬 | 0.14% | +448+9.2% | 加碼 |
| Cypress Wealth Services, LLC | 5,332 | $158.2 萬 | 0.32% | −10−0.2% | 減碼 |
| 44 Wealth Management LLC | 5,325 | $158.0 萬 | 0.61% | −570−9.7% | 減碼 |
| Advisor OS, LLC | 5,323 | $158.0 萬 | 0.18% | +2,094+64.8% | 加碼 |
| Norden Group LLC | 5,311 | $157.6 萬 | 0.18% | −15,328−74.3% | 減碼 |
| Farther Finance Advisors, LLC | 5,301 | $157.3 萬 | 0.06% | −604−10.2% | 減碼 |
| Paragon Private Wealth Management, LLC | 5,296 | $157.2 萬 | 0.73% | +180+3.5% | 加碼 |
| Spinnaker Trust | 5,289 | $157.0 萬 | 0.10% | −150−2.8% | 減碼 |
| Lebenthal Global Advisors, LLC | 5,269 | $156.4 萬 | 0.29% | −61−1.1% | 減碼 |
| Sapient Capital LLC | 5,252 | $155.9 萬 | 0.03% | +574+12.3% | 加碼 |
| MeadowBrook Investment Advisors LLC | 5,224 | $155.0 萬 | 1.37% | −100−1.9% | 減碼 |