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 |
|---|---|---|---|---|---|
| Ervin Investment Management, LLC | 4,266 | $126.6 萬 | 0.82% | −125−2.8% | 減碼 |
| Atlas Brown,Inc. | 4,256 | $126.3 萬 | 0.43% | +7+0.2% | 加碼 |
| Virtus ETF Advisers LLC | 4,244 | $126.0 萬 | 0.51% | +643+17.9% | 加碼 |
| Aaron Wealth Advisors | 4,226 | $125.4 萬 | 0.15% | +152+3.7% | 加碼 |
| Wellington Shields & Co., LLC | 4,220 | $125.2 萬 | 0.38% | 00.0% | 不變 |
| Conning Inc. | 4,218 | $125.2 萬 | 0.04% | −242−5.4% | 減碼 |
| Orleans Capital Management Corp | 4,035 | $124.9 萬 | 0.70% | −280−6.5% | 減碼 |
| InvesTrust | 4,200 | $124.9 萬 | 0.35% | +4,200 | 新進 |
| Fortis Capital Advisors, LLC | 4,827 | $124.9 萬 | 0.43% | −98−2.0% | 減碼 |
| Promethium Advisors,llc | 4,201 | $124.7 萬 | 0.85% | −25−0.6% | 減碼 |
| Prairie Sky Financial Group LLC | 4,181 | $124.1 萬 | 0.76% | 00.0% | 不變 |
| Diversify Advisory Services, LLC | 4,213 | $123.6 萬 | 0.07% | −1,290−23.4% | 減碼 |
| Amarillo National Bank | 4,156 | $123.3 萬 | 0.23% | 00.0% | 不變 |
| Jamison Private Wealth Management, Inc. | 4,146 | $123.0 萬 | 0.18% | −19−0.5% | 減碼 |
| Benin Management CORP | 4,146 | $123.0 萬 | 0.34% | 00.0% | 不變 |
| Graypoint LLC | 4,141 | $122.9 萬 | 0.07% | +41+1.0% | 加碼 |
| Bayview Asset Management, LLC | 4,125 | $122.4 萬 | 1.60% | +4,125 | 新進 |
| CWA Asset Management Group, LLC | 4,098 | $121.6 萬 | 0.06% | −127−3.0% | 減碼 |
| Souders Financial Advisors | 4,088 | $121.3 萬 | 0.17% | +296+7.8% | 加碼 |
| Essex Investment Management Co LLC | 4,082 | $121.1 萬 | 0.22% | −66−1.6% | 減碼 |
| Marcum Wealth, LLC | 4,060 | $120.5 萬 | 0.10% | +313+8.4% | 加碼 |
| Sunflower Bank, N.A. | 4,054 | $120.3 萬 | 0.33% | +35+0.9% | 加碼 |
| Ellevest, Inc. | 4,042 | $120.0 萬 | 0.07% | +13+0.3% | 加碼 |
| Evermay Wealth Management LLC | 4,041 | $119.9 萬 | 0.18% | 00.0% | 不變 |
| Morse Asset Management, Inc | 4,040 | $119.9 萬 | 0.27% | 00.0% | 不變 |
| Winebrenner Capital Management LLC | 4,037 | $119.8 萬 | 0.92% | +4,037 | 新進 |
| Essex Financial Services, Inc. | 4,028 | $119.5 萬 | 0.08% | +124+3.2% | 加碼 |
| Ipswich Investment Management Co., Inc. | 4,016 | $119.2 萬 | 0.29% | −10−0.2% | 減碼 |
| First Affirmative Financial Network | 4,015 | $119.1 萬 | 0.69% | +28+0.7% | 加碼 |
| Boston Financial Mangement LLC | 4,007 | $118.9 萬 | 0.04% | +34+0.9% | 加碼 |
| Moment Partners, LLC | 4,004 | $118.8 萬 | 0.23% | +4,004 | 新進 |
| Ulysses Management LLC | 4,000 | $118.7 萬 | 0.28% | +4,000 | 新進 |
| Bond & Devick Financial Network, Inc. | 4,374 | $118.6 萬 | 0.51% | 00.0% | 不變 |
| Solitude Financial Services | 3,993 | $118.5 萬 | 0.52% | −257−6.0% | 減碼 |
| Alhambra Investment Partners LLC | 3,990 | $118.4 萬 | 0.61% | 00.0% | 不變 |
| Evanson Asset Management, LLC | 3,989 | $118.4 萬 | 0.08% | 00.0% | 不變 |
| West Coast Financial LLC | 3,949 | $117.2 萬 | 0.13% | 00.0% | 不變 |
| Brooks, Moore & Associates, Inc. | 3,923 | $116.4 萬 | 0.69% | −250−6.0% | 減碼 |
| Golden State Wealth Management, LLC | 3,923 | $116.4 萬 | 0.17% | +3,923 | 新進 |
| Two Sigma Securities, LLC | 3,914 | $116.2 萬 | 0.21% | +2,857+270.3% | 加碼 |
| Culbertson A N & Co Inc | 3,913 | $116.1 萬 | 0.18% | 00.0% | 不變 |
| Cantor Fitzgerald Investment Adviser L.P. | 3,910 | $116.0 萬 | 0.08% | −68−1.7% | 減碼 |
| Sompo Asset Management Co., Ltd. | 3,910 | $116.0 萬 | 0.20% | +50+1.3% | 加碼 |
| Next Level Private LLC | 3,908 | $116.0 萬 | 0.47% | −10.0% | 減碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 3,900 | $115.7 萬 | 0.67% | −700−15.2% | 減碼 |
| Meridian Wealth Management, LLC | 3,899 | $115.7 萬 | 0.05% | +382+10.9% | 加碼 |
| Riverbend Wealth Management, LLC | 3,877 | $115.7 萬 | 1.03% | +3,877 | 新進 |
| Sanders Morris Harris LLC | 3,892 | $115.5 萬 | 0.17% | 00.0% | 不變 |
| First International Bank & Trust | 3,888 | $115.4 萬 | 0.37% | +680+21.2% | 加碼 |
| WBH Advisory Inc | 3,884 | $115.3 萬 | 0.11% | −109−2.7% | 減碼 |
| Colonial Trust Co | 3,863 | $114.7 萬 | 0.17% | −227−5.6% | 減碼 |
| Centerpoint Advisors, LLC | 3,851 | $114.3 萬 | 0.40% | −119−3.0% | 減碼 |
| LGT Fund Management Co Ltd. | 3,851 | $114.3 萬 | 0.10% | 00.0% | 不變 |
| BSW Wealth Partners | 3,850 | $114.3 萬 | 0.17% | +319+9.0% | 加碼 |
| Bridges Investment Management Inc | 3,838 | $113.9 萬 | 0.02% | +14+0.4% | 加碼 |
| White Knight Strategic Wealth Advisors, LLC | 3,834 | $113.8 萬 | 0.48% | +1,929+101.3% | 加碼 |
| Plancorp, LLC | 3,830 | $113.7 萬 | 0.05% | +565+17.3% | 加碼 |
| Olistico Wealth, LLC | 3,825 | $113.5 萬 | 0.66% | +62+1.6% | 加碼 |
| MTM Investment Management, LLC | 3,822 | $113.4 萬 | 0.44% | 00.0% | 不變 |
| First Western Trust Bank | 3,819 | $113.3 萬 | 0.05% | +12+0.3% | 加碼 |
| Bridgewater Associates, LP | 3,805 | $112.9 萬 | 0.01% | −52,671−93.3% | 減碼 |
| Midland Wealth Advisors LLC | 3,801 | $112.8 萬 | 0.07% | 00.0% | 不變 |
| Tang Capital Management LLC | 3,799 | $112.8 萬 | 0.07% | +2,798+279.5% | 加碼 |
| Sentry Investment Management LLC | 3,799 | $112.7 萬 | 0.54% | −954−20.1% | 減碼 |
| Forte Capital LLC | 3,789 | $112.5 萬 | 0.13% | −125−3.2% | 減碼 |
| Coastal Investment Advisors, Inc. | 3,705 | $112.3 萬 | 0.46% | +99+2.7% | 加碼 |
| Howard Capital Management Inc. | 3,756 | $111.5 萬 | 0.02% | +175+4.9% | 加碼 |
| Cozad Asset Management Inc | 3,756 | $111.5 萬 | 0.10% | +979+35.3% | 加碼 |
| Alexander Randolph Advisory, Inc. | 3,740 | $111.0 萬 | 1.03% | −67−1.8% | 減碼 |
| Gratus Wealth Advisors, LLC | 3,709 | $110.1 萬 | 0.18% | −8−0.2% | 減碼 |
| Quent Capital, LLC | 3,706 | $110.0 萬 | 0.11% | +388+11.7% | 加碼 |
| Capital International Sarl | 3,673 | $109.0 萬 | 0.03% | +1,289+54.1% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 3,662 | $108.7 萬 | 0.15% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 3,659 | $108.6 萬 | 0.10% | +826+29.2% | 加碼 |
| Doliver Advisors, LP | 3,633 | $107.8 萬 | 0.30% | +125+3.6% | 加碼 |
| Mystic Asset Management, Inc. | 3,632 | $107.8 萬 | 0.29% | +1,489+69.5% | 加碼 |
| Cable Hill Partners, LLC | 3,631 | $107.8 萬 | 0.11% | −7−0.2% | 減碼 |
| Cornerstone Wealth Management, LLC | 3,629 | $107.7 萬 | 0.07% | −37−1.0% | 減碼 |
| Burford Brothers, Inc. | 3,625 | $107.6 萬 | 0.53% | −51−1.4% | 減碼 |
| Steel Peak Wealth Management LLC | 3,625 | $107.6 萬 | 0.04% | +692+23.6% | 加碼 |
| Lazari Capital Management, Inc. | 3,606 | $107.0 萬 | 0.43% | +28+0.8% | 加碼 |
| Saybrook Capital | 3,600 | $106.8 萬 | 0.29% | 00.0% | 不變 |
| Board of the Pension Protection Fund | 3,600 | $106.8 萬 | 1.23% | +3,600 | 新進 |
| Philadelphia Trust Co | 3,595 | $106.7 萬 | 0.08% | −16−0.4% | 減碼 |
| Skopos Labs, Inc. | 3,590 | $106.5 萬 | 0.32% | +336+10.3% | 加碼 |
| Oak Asset Management, LLC | 3,580 | $106.3 萬 | 0.39% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 3,566 | $105.8 萬 | 0.06% | +402+12.7% | 加碼 |
| Spire Wealth Management | 3,561 | $105.7 萬 | 0.03% | +241+7.3% | 加碼 |
| Global Trust Asset Management, LLC | 3,555 | $105.5 萬 | 0.40% | −236−6.2% | 減碼 |
| Resolute Wealth Strategies, LLC | 3,537 | $105.0 萬 | 0.54% | +3+0.1% | 加碼 |
| Hills Bank & Trust Co | 3,524 | $104.6 萬 | 0.08% | 00.0% | 不變 |
| ERn Financial, LLC | 3,498 | $103.8 萬 | 0.16% | +5+0.1% | 加碼 |
| Sendero Wealth Management, LLC | 3,495 | $103.7 萬 | 0.15% | +33+1.0% | 加碼 |
| Platform Technology Partners | 3,484 | $103.4 萬 | 0.31% | −109−3.0% | 減碼 |
| Alerus Financial NA | 3,473 | $103.1 萬 | 0.08% | −32−0.9% | 減碼 |
| Watts Gwilliam & Co., LLC | 3,397 | $102.6 萬 | 0.22% | −10−0.3% | 減碼 |
| Empirical Asset Management, LLC | 17,983 | $102.6 萬 | 0.34% | +14,426+405.6% | 加碼 |
| Capricorn Fund Managers Ltd | 3,441 | $102.3 萬 | 0.46% | −1,293−27.3% | 減碼 |
| OmniStar Financial Group, Inc. | 3,429 | $102.1 萬 | 0.82% | +27+0.8% | 加碼 |
| MidWestOne Financial Group, Inc. | 3,431 | $101.8 萬 | 0.14% | 00.0% | 不變 |