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 |
|---|---|---|---|---|---|
| Sentinus, LLC | 1,690 | $50.1 萬 | 0.15% | +13+0.8% | 加碼 |
| Harbour Trust & Investment Management Co | 1,687 | $50.1 萬 | 0.06% | 00.0% | 不變 |
| Gitterman Wealth Management, LLC | 1,686 | $50.0 萬 | 0.21% | 00.0% | 不變 |
| Round Rock Advisors, LLC | 1,685 | $50.0 萬 | 0.10% | +5+0.3% | 加碼 |
| Northside Capital Management, LLC | 1,683 | $49.9 萬 | 0.13% | 00.0% | 不變 |
| Heritage Investment Group, Inc. | 1,681 | $49.9 萬 | 0.09% | 00.0% | 不變 |
| RMB Capital Management, LLC | 1,677 | $49.8 萬 | 0.01% | −622−27.1% | 減碼 |
| Burney Co | 1,676 | $49.7 萬 | 0.02% | 00.0% | 不變 |
| Copley Financial Group, Inc. | 1,671 | $49.6 萬 | 0.38% | −72−4.1% | 減碼 |
| Advus Financial Partners, LLC | 1,667 | $49.5 萬 | 0.14% | +7+0.4% | 加碼 |
| Vista Investment Partners LLC | 1,665 | $49.4 萬 | 0.15% | 00.0% | 不變 |
| Dearborn Partners LLC | 1,661 | $49.3 萬 | 0.02% | −453−21.4% | 減碼 |
| Strategy Asset Managers LLC | 1,658 | $49.2 萬 | 0.10% | 00.0% | 不變 |
| Schubert & Co | 1,654 | $49.1 萬 | 0.33% | +22+1.3% | 加碼 |
| Oxbow Advisors, LLC | 1,653 | $49.1 萬 | 0.06% | −39−2.3% | 減碼 |
| Legacy Financial Strategies, LLC | 1,643 | $49.0 萬 | 0.11% | +11+0.7% | 加碼 |
| Richard W. Paul & Associates, LLC | 1,651 | $49.0 萬 | 0.18% | −83−4.8% | 減碼 |
| First National Bank | 1,649 | $48.9 萬 | 0.33% | −111−6.3% | 減碼 |
| Davidson Trust Co | 1,649 | $48.9 萬 | 0.25% | +200+13.8% | 加碼 |
| Worth Financial Advisory Group, LLC | 1,647 | $48.9 萬 | 0.30% | +4+0.2% | 加碼 |
| Northeast Financial Consultants Inc | 1,646 | $48.9 萬 | 0.02% | +800+94.6% | 加碼 |
| Act Two Investors LLC | 1,645 | $48.8 萬 | 0.10% | 00.0% | 不變 |
| Meadow Creek Wealth Advisors LLC | 1,645 | $48.8 萬 | 0.35% | +20+1.2% | 加碼 |
| Wealth Group, Ltd. | 1,645 | $48.8 萬 | 0.32% | −73−4.2% | 減碼 |
| Acorn Wealth Advisors, LLC | 1,644 | $48.8 萬 | 0.20% | 00.0% | 不變 |
| McElhenny Sheffield Capital Management, LLC | 1,644 | $48.8 萬 | 0.16% | +7+0.4% | 加碼 |
| Trilogy Capital Inc. | 1,643 | $48.8 萬 | 0.03% | −12−0.7% | 減碼 |
| Aigen Investment Management, LP | 1,643 | $48.8 萬 | 0.09% | +1,643 | 新進 |
| Impact Capital Partners LLC | 1,643 | $48.8 萬 | 0.17% | +1,643 | 新進 |
| Means Investment Co., Inc. | 1,642 | $48.7 萬 | 0.05% | +1+0.1% | 加碼 |
| Kolinsky Wealth Management, LLC | 1,637 | $48.6 萬 | 0.30% | +25+1.6% | 加碼 |
| Stonehaven Wealth & Tax Solutions, LLC | 1,637 | $48.6 萬 | 0.53% | +1,637 | 新進 |
| Accel Wealth Management | 1,635 | $48.5 萬 | 0.18% | −69−4.0% | 減碼 |
| Steigerwald, Gordon & Koch Inc. | 1,634 | $48.5 萬 | 0.05% | +4+0.2% | 加碼 |
| Paul Damon & Associates, Inc. | 1,629 | $48.4 萬 | 0.29% | +205+14.4% | 加碼 |
| Amplius Wealth Advisors, LLC | 1,627 | $48.3 萬 | 0.05% | +77+5.0% | 加碼 |
| Windsor Capital Management, LLC | 1,626 | $48.3 萬 | 0.14% | −96−5.6% | 減碼 |
| Hemington Wealth Management | 1,623 | $48.1 萬 | 0.12% | +53+3.4% | 加碼 |
| Sterling Investment Advisors, Ltd. | 1,619 | $48.0 萬 | 0.12% | +1+0.1% | 加碼 |
| Capital Square, LLC | 1,489 | $47.8 萬 | 0.27% | −108−6.8% | 減碼 |
| Peterson Wealth Services | 1,612 | $47.8 萬 | 0.14% | +2+0.1% | 加碼 |
| Sovereign Financial Group, Inc. | 1,608 | $47.7 萬 | 0.11% | +141+9.6% | 加碼 |
| Advisory Alpha, LLC | 1,607 | $47.7 萬 | 0.02% | +543+51.0% | 加碼 |
| Aire Advisors, LLC | 1,607 | $47.7 萬 | 0.10% | +147+10.1% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 1,605 | $47.6 萬 | 0.17% | +2+0.1% | 加碼 |
| M3 Advisory Group, LLC | 1,605 | $47.6 萬 | 0.34% | +101+6.7% | 加碼 |
| Centaurus Financial, Inc. | 1,605 | $47.6 萬 | 0.03% | +287+21.8% | 加碼 |
| MBL Wealth, LLC | 1,600 | $47.5 萬 | 0.05% | −97−5.7% | 減碼 |
| City Holding Co | 1,596 | $47.4 萬 | 0.07% | 00.0% | 不變 |
| Valmark Advisers, Inc. | 1,592 | $47.3 萬 | 0.01% | +328+25.9% | 加碼 |
| Central Bank & Trust Co | 1,591 | $47.2 萬 | 0.07% | 00.0% | 不變 |
| Rockbridge Investment Management, LCC | 1,590 | $47.2 萬 | 0.06% | +23+1.5% | 加碼 |
| KFA Private Wealth Group, LLC | 1,584 | $47.0 萬 | 0.20% | +51+3.3% | 加碼 |
| Brown Financial Advisors | 1,583 | $47.0 萬 | 0.19% | −196−11.0% | 減碼 |
| Revolve Wealth Partners, LLC | 1,580 | $46.9 萬 | 0.07% | −1,009−39.0% | 減碼 |
| LCNB Corp | 1,580 | $46.9 萬 | 0.17% | −82−4.9% | 減碼 |
| Fountainhead AM, LLC | 1,578 | $46.8 萬 | 0.09% | +182+13.0% | 加碼 |
| Kelman-Lazarov, Inc. | 1,576 | $46.8 萬 | 0.08% | −3−0.2% | 減碼 |
| Birchcreek Wealth Management, LLC | 1,570 | $46.6 萬 | 0.29% | −202−11.4% | 減碼 |
| Monterey Private Wealth, Inc. | 1,568 | $46.5 萬 | 0.15% | +517+49.2% | 加碼 |
| Fidelity D & D Bancorp Inc | 1,560 | $46.3 萬 | 0.31% | +244+18.5% | 加碼 |
| Exencial Wealth Advisors, LLC | 1,554 | $46.1 萬 | 0.02% | −174−10.1% | 減碼 |
| Shulman DeMeo Asset Management LLC | 1,554 | $46.1 萬 | 0.12% | −3−0.2% | 減碼 |
| Petros Family Wealth, LLC | 1,553 | $46.1 萬 | 0.50% | +1,553 | 新進 |
| Objective Capital Management, LLC | 1,551 | $46.0 萬 | 0.31% | −185−10.7% | 減碼 |
| Annex Advisory Services, LLC | 1,550 | $46.0 萬 | 0.01% | −6−0.4% | 減碼 |
| Y.D. More Investments Ltd | 1,548 | $45.9 萬 | 0.04% | +251+19.4% | 加碼 |
| Michael B. Yongue | 1,545 | $45.9 萬 | 0.36% | 00.0% | 不變 |
| Simplicity Wealth,LLC | 1,543 | $45.8 萬 | 0.10% | +142+10.1% | 加碼 |
| 626 Financial, LLC | 1,541 | $45.7 萬 | 0.25% | +135+9.6% | 加碼 |
| Centric Wealth Management | 1,534 | $45.5 萬 | 0.12% | 00.0% | 不變 |
| Fort Washington Investment Advisors Inc | 1,526 | $45.3 萬 | 0.00% | −159−9.4% | 減碼 |
| Motco | 1,525 | $45.3 萬 | 0.05% | −555−26.7% | 減碼 |
| Boit C F David | 1,525 | $45.3 萬 | 0.23% | 00.0% | 不變 |
| Investor's Fiduciary Advisor Network, LLC | 1,525 | $45.2 萬 | 0.17% | +1,525 | 新進 |
| MV Capital Management, Inc. | 1,522 | $45.2 萬 | 0.05% | +1+0.1% | 加碼 |
| OneAscent Family Office, LLC | 1,519 | $45.1 萬 | 0.82% | +1,519 | 新進 |
| Zions Bancorporation, N.A. | 1,510 | $44.8 萬 | 0.03% | +35+2.4% | 加碼 |
| Northwest Bancshares, Inc. | 1,509 | $44.8 萬 | 0.08% | 00.0% | 不變 |
| Howard Financial Services, Ltd. | 1,507 | $44.7 萬 | 0.06% | +416+38.1% | 加碼 |
| Lakeview Capital Partners, LLC | 1,501 | $44.6 萬 | 0.10% | −2,480−62.3% | 減碼 |
| Veritas Investment Partners (UK) Ltd. | 1,500 | $44.5 萬 | 0.01% | 00.0% | 不變 |
| Compass Ion Advisors, LLC | 1,500 | $44.5 萬 | 0.05% | 00.0% | 不變 |
| Wimmer Associates 1, LLC | 1,500 | $44.5 萬 | 0.22% | 00.0% | 不變 |
| Asset Advisors Investment Management, LLC | 1,500 | $44.5 萬 | 0.05% | 00.0% | 不變 |
| Bramshill Investments, LLC | 1,500 | $44.5 萬 | 0.07% | +1,500 | 新進 |
| Spahn Wealth & Retirement LLC | 1,500 | $44.5 萬 | 0.29% | +1,500 | 新進 |
| Professional Advisory Services Inc | 1,500 | $44.5 萬 | 0.06% | 00.0% | 不變 |
| Bahl & Gaynor Inc | 1,498 | $44.5 萬 | 0.00% | −77−4.9% | 減碼 |
| Drive Wealth Management, LLC | 1,495 | $44.4 萬 | 0.11% | +66+4.6% | 加碼 |
| Walker Asset Management, LLC | 1,492 | $44.3 萬 | 0.27% | +3+0.2% | 加碼 |
| Onefund, LLC | 1,492 | $44.3 萬 | 0.42% | +15+1.0% | 加碼 |
| Integrated Quantitative Investments LLC | 1,490 | $44.2 萬 | 0.22% | +1,490 | 新進 |
| Maia Wealth LLC | 1,392 | $44.1 萬 | 0.09% | +80+6.1% | 加碼 |
| Hamilton Capital, LLC | 1,483 | $44.0 萬 | 0.03% | −4−0.3% | 減碼 |
| Delta Asset Management LLC | 1,481 | $44.0 萬 | 0.04% | −5−0.3% | 減碼 |
| Trust Co of Virginia | 1,481 | $44.0 萬 | 0.04% | 00.0% | 不變 |
| Camden Capital, LLC | 1,478 | $43.9 萬 | 0.05% | +466+46.0% | 加碼 |
| First Business Financial Services, Inc. | 1,468 | $43.6 萬 | 0.04% | 00.0% | 不變 |
| Callan Capital, LLC | 1,465 | $43.5 萬 | 0.03% | −195−11.7% | 減碼 |