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 |
|---|---|---|---|---|---|
| Signal Advisors Wealth, LLC | 5,224 | $155.0 萬 | 0.18% | −210−3.9% | 減碼 |
| Ramirez Asset Management, Inc. | 5,220 | $154.9 萬 | 0.31% | 00.0% | 不變 |
| Woodstock Corp | 5,215 | $154.8 萬 | 0.15% | −359−6.4% | 減碼 |
| S.A. Mason LLC | 5,206 | $154.5 萬 | 0.81% | −74−1.4% | 減碼 |
| Factorial Partners, LLC | 5,200 | $154.3 萬 | 0.89% | 00.0% | 不變 |
| Vectors Research Management, LLC | 5,189 | $154.0 萬 | 0.52% | 00.0% | 不變 |
| Aspiriant, LLC | 5,172 | $153.5 萬 | 0.06% | +170+3.4% | 加碼 |
| Pecaut & Co. | 5,169 | $153.4 萬 | 0.53% | 00.0% | 不變 |
| Orrstown Financial Services Inc | 5,158 | $153.1 萬 | 0.41% | +685+15.3% | 加碼 |
| AXS Investments LLC | 5,150 | $152.8 萬 | 0.43% | −586−10.2% | 減碼 |
| Legacy Advisors, LLC | 5,146 | $152.7 萬 | 0.15% | +120+2.4% | 加碼 |
| Profit Investment Management, LLC | 5,142 | $152.6 萬 | 1.22% | −138−2.6% | 減碼 |
| Baker Avenue Asset Management, LP | 5,139 | $152.5 萬 | 0.05% | +338+7.0% | 加碼 |
| Sterling Wealth Management, Inc. | 5,128 | $152.2 萬 | 0.56% | 00.0% | 不變 |
| Patten & Patten Inc | 5,109 | $151.6 萬 | 0.10% | +147+3.0% | 加碼 |
| Strategic Investment Advisors | 5,105 | $151.5 萬 | 0.16% | −354−6.5% | 減碼 |
| WealthTrust Axiom LLC | 5,083 | $150.8 萬 | 0.45% | −18−0.4% | 減碼 |
| Harbor Investment Advisory, LLC | 5,074 | $150.6 萬 | 0.14% | +83+1.7% | 加碼 |
| Bradyco, Inc. | 5,074 | $150.6 萬 | 0.93% | +5,074 | 新進 |
| Confluence Wealth Services, Inc. | 4,612 | $150.3 萬 | 0.10% | 00.0% | 不變 |
| Carr Financial Group Corp | 5,063 | $150.3 萬 | 0.47% | −401−7.3% | 減碼 |
| PFG Advisors | 5,060 | $150.2 萬 | 0.09% | −149−2.9% | 減碼 |
| Canopy Partners, LLC | 5,056 | $150.1 萬 | 0.57% | +579+12.9% | 加碼 |
| Spirit of America Management Corp | 5,000 | $148.4 萬 | 0.30% | 00.0% | 不變 |
| Washington Trust Co | 4,995 | $148.2 萬 | 0.05% | +347+7.5% | 加碼 |
| Garde Capital, Inc. | 4,986 | $148.0 萬 | 0.10% | +148+3.1% | 加碼 |
| Wealth Alliance | 4,932 | $146.4 萬 | 0.18% | −134−2.6% | 減碼 |
| Wealthcare Advisory Partners LLC | 4,931 | $146.4 萬 | 0.04% | +133+2.8% | 加碼 |
| RNC Capital Management LLC | 4,931 | $146.3 萬 | 0.08% | −497−9.2% | 減碼 |
| Levin Capital Strategies, L.P. | 4,916 | $145.9 萬 | 0.14% | 00.0% | 不變 |
| Modern Wealth Management, LLC | 4,886 | $145.0 萬 | 0.05% | +842+20.8% | 加碼 |
| Wesbanco Bank Inc | 4,883 | $144.9 萬 | 0.05% | +705+16.9% | 加碼 |
| Minot DeBlois Advisors LLC | 4,878 | $144.8 萬 | 1.32% | +4,878 | 新進 |
| Hall Capital Management Co Inc | 4,877 | $144.7 萬 | 0.68% | +4,877 | 新進 |
| IFP Advisors, Inc | 4,836 | $143.5 萬 | 0.05% | −3,156−39.5% | 減碼 |
| Beaumont Asset Management, L.L.C. | 4,821 | $143.1 萬 | 0.83% | −84−1.7% | 減碼 |
| Leisure Capital Management | 4,798 | $142.4 萬 | 0.56% | −10.0% | 減碼 |
| Boyar Asset Management Inc. | 4,785 | $142.0 萬 | 0.94% | 00.0% | 不變 |
| PFG Investments, LLC | 5,679 | $141.8 萬 | 0.09% | −570−9.1% | 減碼 |
| Chicago Partners Investment Group LLC | 4,671 | $141.5 萬 | 0.05% | +92+2.0% | 加碼 |
| Muirfield Wealth Advisors LLC | 4,742 | $140.7 萬 | 1.16% | +12+0.3% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 4,739 | $140.6 萬 | 0.54% | −2,581−35.3% | 減碼 |
| Ignite Planners, LLC | 4,634 | $140.5 萬 | 0.31% | +32+0.7% | 加碼 |
| Argentarii, LLC | 4,702 | $139.6 萬 | 0.70% | +4,702 | 新進 |
| North Star Investment Management Corp. | 4,685 | $139.0 萬 | 0.10% | +10.0% | 加碼 |
| Bedel Financial Consulting, Inc. | 4,333 | $138.9 萬 | 0.19% | −7−0.2% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 4,651 | $138.0 萬 | 0.06% | −316−6.4% | 減碼 |
| Aspire Private Capital, LLC | 4,649 | $138.0 萬 | 0.34% | +124+2.7% | 加碼 |
| Pflug Koory, LLC | 4,644 | $137.8 萬 | 0.70% | −35−0.7% | 減碼 |
| Aventura Private Wealth, LLC | 4,640 | $137.7 萬 | 0.74% | +4,640 | 新進 |
| Baldwin Investment Management, LLC | 4,637 | $137.6 萬 | 0.18% | +427+10.1% | 加碼 |
| Barden Capital Management, Inc. | 4,635 | $137.6 萬 | 1.18% | −24−0.5% | 減碼 |
| Mount Yale Investment Advisors, LLC | 4,630 | $137.4 萬 | 0.11% | +956+26.0% | 加碼 |
| TCI Wealth Advisors, Inc. | 4,627 | $137.3 萬 | 0.11% | +14+0.3% | 加碼 |
| Allegheny Financial Group LTD | 4,621 | $137.2 萬 | 0.35% | −49−1.0% | 減碼 |
| BigSur Wealth Management LLC | 4,603 | $136.6 萬 | 0.39% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 4,601 | $136.6 萬 | 0.02% | +175+4.0% | 加碼 |
| J. W. Coons Advisors, LLC | 4,597 | $136.4 萬 | 0.35% | −1,010−18.0% | 減碼 |
| Sentry LLC | 4,591 | $136.3 萬 | 0.27% | 00.0% | 不變 |
| NWK Group, Inc. | 4,588 | $136.2 萬 | 0.53% | −113−2.4% | 減碼 |
| First Command Advisory Services, Inc. | 4,587 | $136.1 萬 | 0.01% | −45−1.0% | 減碼 |
| Evelyn Partners Investment Management LLP | 4,584 | $136.0 萬 | 0.04% | +4,584 | 新進 |
| Caxton Associates LP | 4,575 | $135.8 萬 | 0.04% | +4,575 | 新進 |
| Twelve Points Wealth Management LLC | 4,571 | $135.7 萬 | 0.39% | −20−0.4% | 減碼 |
| Tufton Capital Management | 4,560 | $135.3 萬 | 0.26% | 00.0% | 不變 |
| Premier Path Wealth Partners, LLC | 4,538 | $134.7 萬 | 0.21% | +7+0.2% | 加碼 |
| Moloney Securities Asset Management, LLC | 4,536 | $134.6 萬 | 0.18% | −262−5.5% | 減碼 |
| Fullcircle Wealth LLC | 4,376 | $134.5 萬 | 0.55% | −186−4.1% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,522 | $134.2 萬 | 0.07% | 00.0% | 不變 |
| Gen-Wealth Partners Inc | 4,517 | $134.1 萬 | 0.58% | −450−9.1% | 減碼 |
| Edgestream Partners, L.P. | 4,512 | $133.9 萬 | 0.06% | −2,870−38.9% | 減碼 |
| U S Global Investors Inc | 4,500 | $133.6 萬 | 0.13% | +1,000+28.6% | 加碼 |
| Papp L Roy & Associates | 4,500 | $133.5 萬 | 0.16% | −200−4.3% | 減碼 |
| Byrne Asset Management LLC | 4,434 | $131.6 萬 | 0.94% | −156−3.4% | 減碼 |
| Semper Augustus Investments Group LLC大師Semper Augustus | 4,432 | $131.5 萬 | 0.24% | −22−0.5% | 減碼 |
| American National Bank | 4,428 | $131.4 萬 | 0.15% | +300+7.3% | 加碼 |
| Delta Financial Group, Inc. | 4,425 | $131.3 萬 | 0.31% | +16+0.4% | 加碼 |
| Griffith & Werner, Inc. | 4,418 | $131.1 萬 | 0.87% | +4,418 | 新進 |
| Oakworth Capital, Inc. | 4,412 | $130.9 萬 | 0.09% | −53−1.2% | 減碼 |
| Resources Management Corp | 4,405 | $130.7 萬 | 0.18% | 00.0% | 不變 |
| Sage Mountain Advisors LLC | 4,403 | $130.7 萬 | 0.10% | +778+21.5% | 加碼 |
| Cubist Systematic Strategies, LLC | 4,400 | $130.6 萬 | 0.02% | +4,400 | 新進 |
| Magnus Financial Group LLC | 4,398 | $130.5 萬 | 0.13% | −149−3.3% | 減碼 |
| Koshinski Asset Management, Inc. | 4,394 | $130.4 萬 | 0.11% | −60−1.3% | 減碼 |
| Everhart Financial Group, Inc. | 4,393 | $130.4 萬 | 0.27% | +966+28.2% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 4,384 | $130.1 萬 | 0.23% | −497−10.2% | 減碼 |
| Proathlete Wealth Management LLC | 4,374 | $129.9 萬 | 0.49% | +55+1.3% | 加碼 |
| Red Door Wealth Management, LLC | 4,367 | $129.6 萬 | 0.20% | +31+0.7% | 加碼 |
| Sage Rhino Capital LLC | 4,356 | $129.3 萬 | 0.28% | −97−2.2% | 減碼 |
| Guardian Investment Management | 4,342 | $128.9 萬 | 0.94% | −25−0.6% | 減碼 |
| Verus Capital Partners, LLC | 4,339 | $128.8 萬 | 0.12% | −185−4.1% | 減碼 |
| Salem Investment Counselors Inc | 4,334 | $128.6 萬 | 0.04% | +147+3.5% | 加碼 |
| Accredited Investors Inc. | 4,327 | $128.4 萬 | 0.08% | −199−4.4% | 減碼 |
| IFG Advisors, LLC | 4,306 | $127.8 萬 | 0.25% | −136−3.1% | 減碼 |
| Lyell Wealth Management, LP | 4,305 | $127.8 萬 | 0.11% | +100+2.4% | 加碼 |
| United Asset Strategies, Inc. | 4,302 | $127.7 萬 | 0.12% | −76−1.7% | 減碼 |
| Schulhoff & Co Inc | 4,300 | $127.6 萬 | 0.57% | −70−1.6% | 減碼 |
| American Trust | 4,295 | $127.5 萬 | 0.10% | −437−9.2% | 減碼 |
| SRN Advisors, LLC | 4,290 | $127.3 萬 | 1.13% | +1,300+43.5% | 加碼 |
| DRW Securities, LLC | 4,290 | $127.2 萬 | 0.09% | +2,878+203.8% | 加碼 |