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 |
|---|---|---|---|---|---|
| AE Wealth Management LLC | 13,493 | $400.5 萬 | 0.03% | +333+2.5% | 加碼 |
| Fiduciary Alliance LLC | 13,438 | $398.8 萬 | 0.40% | +2,303+20.7% | 加碼 |
| Callan Family Office, LLC | 13,414 | $398.1 萬 | 0.25% | +13,414 | 新進 |
| Grandfield & Dodd, LLC | 13,390 | $397.4 萬 | 0.25% | −94−0.7% | 減碼 |
| Chicago Capital, LLC | 13,368 | $396.7 萬 | 0.11% | +513+4.0% | 加碼 |
| Sagespring Wealth Partners, LLC | 13,360 | $396.5 萬 | 0.10% | +13,360 | 新進 |
| Teachers Insurance & Annuity Association of America | 13,355 | $396.4 萬 | 5.24% | −180−1.3% | 減碼 |
| J.W. Cole Advisors, Inc. | 13,230 | $392.7 萬 | 0.16% | +491+3.9% | 加碼 |
| Smith, Salley & Associates | 13,171 | $390.9 萬 | 0.25% | 00.0% | 不變 |
| Greenfield Savings Bank | 13,118 | $389.3 萬 | 1.87% | −47−0.4% | 減碼 |
| Linden Thomas Advisory Services, LLC | 13,081 | $388.2 萬 | 0.49% | +2,125+19.4% | 加碼 |
| Profund Advisors LLC | 12,945 | $384.2 萬 | 0.14% | +84+0.7% | 加碼 |
| BLB&B Advisors, LLC | 12,896 | $382.7 萬 | 0.20% | −1,000−7.2% | 減碼 |
| Hilltop Holdings Inc. | 12,825 | $380.6 萬 | 0.24% | −1,087−7.8% | 減碼 |
| Change Path, LLC | 12,816 | $380.4 萬 | 0.12% | +826+6.9% | 加碼 |
| Global Retirement Partners, LLC | 12,794 | $379.7 萬 | 0.11% | +1,036+8.8% | 加碼 |
| Quadrant Capital Group LLC | 12,778 | $379.2 萬 | 0.26% | +18+0.1% | 加碼 |
| Parallel Advisors, LLC | 12,773 | $379.1 萬 | 0.09% | +846+7.1% | 加碼 |
| Infusive Asset Management Inc. | 12,761 | $378.7 萬 | 1.69% | +12,761 | 新進 |
| Columbia Asset Management | 12,697 | $376.8 萬 | 0.72% | −1,453−10.3% | 減碼 |
| Ibex Wealth Advisors | 12,664 | $375.9 萬 | 0.44% | −56,408−81.7% | 減碼 |
| Invesco, LLC | 12,632 | $374.9 萬 | 1.49% | −22−0.2% | 減碼 |
| Boston Private Wealth LLC | 12,631 | $374.9 萬 | 0.07% | +12,631 | 新進 |
| Rehmann Capital Advisory Group | 12,578 | $373.3 萬 | 0.24% | +196+1.6% | 加碼 |
| Mirae Asset Securities (USA) Inc. | 12,535 | $372.0 萬 | 0.17% | +12,535 | 新進 |
| Hamilton Capital Partners Inc. | 12,469 | $370.1 萬 | 0.28% | +2,390+23.7% | 加碼 |
| Tower Bridge Advisors | 12,452 | $369.6 萬 | 0.39% | −1,175−8.6% | 減碼 |
| Constitution Capital LLC | 12,400 | $368.0 萬 | 2.06% | +2,050+19.8% | 加碼 |
| Banque Transatlantique SA | 12,283 | $365.1 萬 | 0.09% | +12,283 | 新進 |
| Midwest Professional Planners, LTD. | 12,267 | $364.1 萬 | 1.09% | +733+6.4% | 加碼 |
| Bleakley Financial Group, LLC | 12,241 | $363.3 萬 | 0.11% | −168−1.4% | 減碼 |
| Fifth Third Wealth Advisors LLC | 12,207 | $362.3 萬 | 0.20% | +498+4.3% | 加碼 |
| Canandaigua National Bank & Trust Co | 12,194 | $361.9 萬 | 0.36% | −1,658−12.0% | 減碼 |
| Frank, Rimerman Advisors LLC | 12,174 | $361.3 萬 | 0.26% | +93+0.8% | 加碼 |
| Herbst Group, LLC | 12,136 | $360.2 萬 | 2.25% | −1,905−13.6% | 減碼 |
| Ostrum Asset Management | 12,075 | $358.4 萬 | 0.31% | −349−2.8% | 減碼 |
| Insight Inv LLC | 12,017 | $356.7 萬 | 2.48% | +36+0.3% | 加碼 |
| Two Sigma Investments, LP | 12,000 | $356.1 萬 | 0.01% | −17−0.1% | 減碼 |
| Independent Investors Inc | 12,000 | $356.1 萬 | 0.70% | 00.0% | 不變 |
| Harbor Capital Advisors, Inc. | 11,963 | $355.0 萬 | 0.15% | +261+2.2% | 加碼 |
| Webster Bank, N. A. | 11,956 | $354.8 萬 | 0.38% | −825−6.5% | 減碼 |
| New England Asset Management Inc | 11,880 | $352.6 萬 | 0.60% | −2,530−17.6% | 減碼 |
| Cullen Investment Group, Ltd. | 11,841 | $351.4 萬 | 0.52% | −591−4.8% | 減碼 |
| Sargent Investment Group, LLC | 11,755 | $349.1 萬 | 0.57% | +1,903+19.3% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 11,763 | $349.1 萬 | 2.26% | −200−1.7% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 11,742 | $348.5 萬 | 0.28% | −4,063−25.7% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 11,730 | $348.1 萬 | 0.72% | +566+5.1% | 加碼 |
| Trust Co of Toledo NA | 11,696 | $347.1 萬 | 0.46% | 00.0% | 不變 |
| Strategic Planning Group, LLC | 11,659 | $346.0 萬 | 0.64% | +297+2.6% | 加碼 |
| Lowe Brockenbrough & Co Inc | 11,651 | $345.8 萬 | 0.22% | −27−0.2% | 減碼 |
| KCM Investment Advisors LLC | 11,638 | $345.4 萬 | 0.12% | −240−2.0% | 減碼 |
| Ahl Investment Management, Inc. | 11,636 | $345.3 萬 | 2.42% | −670−5.4% | 減碼 |
| Harvest Fund Management Co., Ltd | 11,616 | $344.9 萬 | 0.16% | +6,792+140.8% | 加碼 |
| Lindsell Train Ltd大師Lindsell Train | 11,600 | $344.3 萬 | 0.09% | 00.0% | 不變 |
| Investment Advisory Services Inc | 11,576 | $343.6 萬 | 1.21% | +84+0.7% | 加碼 |
| Bull Street Advisors, LLC | 11,550 | $342.8 萬 | 1.65% | 00.0% | 不變 |
| Badgley Phelps Wealth Managers, LLC | 11,548 | $342.7 萬 | 0.08% | −89−0.8% | 減碼 |
| Aristotle Capital Management, LLC | 11,530 | $342.2 萬 | 0.01% | 00.0% | 不變 |
| Azimuth Capital Investment Management LLC | 11,470 | $340.4 萬 | 0.13% | −230−2.0% | 減碼 |
| Boston Family Office LLC | 11,400 | $338.3 萬 | 0.23% | −30−0.3% | 減碼 |
| Personal Cfo Solutions, LLC | 11,355 | $337.0 萬 | 0.66% | +519+4.8% | 加碼 |
| Sawyer & Company, Inc | 11,292 | $335.1 萬 | 1.24% | −1,155−9.3% | 減碼 |
| Private Wealth Partners, LLC | 11,283 | $334.9 萬 | 0.26% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 11,275 | $334.6 萬 | 0.03% | +1,377+13.9% | 加碼 |
| Peoples Financial Services Corp. | 11,274 | $334.6 萬 | 1.55% | −459−3.9% | 減碼 |
| Wedmont Private Capital | 11,402 | $334.4 萬 | 0.18% | +1,141+11.1% | 加碼 |
| G&S Capital LLC | 11,247 | $333.8 萬 | 1.38% | +64+0.6% | 加碼 |
| Fruth Investment Management | 11,230 | $333.2 萬 | 0.92% | −120−1.1% | 減碼 |
| QV Investors Inc. | 11,220 | $333.0 萬 | 0.34% | −210−1.8% | 減碼 |
| RFG Advisory, LLC | 11,194 | $332.2 萬 | 0.09% | +1,392+14.2% | 加碼 |
| Venturi Wealth Management, LLC | 11,175 | $331.7 萬 | 0.16% | +4,627+70.7% | 加碼 |
| Smithfield Trust Co | 11,122 | $330.0 萬 | 0.16% | −11−0.1% | 減碼 |
| iA Global Asset Management Inc. | 11,015 | $326.9 萬 | 0.06% | −6,462−37.0% | 減碼 |
| Gifford Fong Associates | 11,000 | $326.5 萬 | 0.80% | 00.0% | 不變 |
| Deane Retirement Strategies, Inc. | 10,983 | $326.0 萬 | 1.64% | +196+1.8% | 加碼 |
| Diversify Wealth Management, LLC | 11,073 | $324.8 萬 | 0.25% | +12+0.1% | 加碼 |
| Impax Asset Management Group plc | 10,941 | $324.7 萬 | 0.01% | −410−3.6% | 減碼 |
| RFG - Bristol Wealth Advisors, LLC | 10,913 | $323.9 萬 | 1.06% | +10,913 | 新進 |
| Summit Financial, LLC | 10,907 | $323.7 萬 | 0.11% | +5,708+109.8% | 加碼 |
| Eads & Heald Wealth Management | 10,890 | $323.2 萬 | 1.59% | −669−5.8% | 減碼 |
| Moody National Bank Trust Division | 10,880 | $322.9 萬 | 0.34% | −674−5.8% | 減碼 |
| Rathbone Brothers plc | 10,753 | $319.1 萬 | 0.02% | −1,375−11.3% | 減碼 |
| Intrinsic Value Partners, LLC | 10,719 | $318.1 萬 | 3.20% | −395−3.6% | 減碼 |
| Vident Advisory, LLC | 10,702 | $317.7 萬 | 0.06% | +749+7.5% | 加碼 |
| Peak Financial Advisors LLC | 10,696 | $317.5 萬 | 1.65% | −140−1.3% | 減碼 |
| BKD Wealth Advisors, LLC | 10,666 | $316.6 萬 | 0.07% | −258−2.4% | 減碼 |
| Sigma Planning Corp | 10,651 | $316.1 萬 | 0.10% | −674−6.0% | 減碼 |
| Penn Davis McFarland Inc | 10,602 | $314.7 萬 | 0.34% | −250−2.3% | 減碼 |
| Connable Office Inc | 10,594 | $314.4 萬 | 0.33% | −2,012−16.0% | 減碼 |
| First Horizon Advisors, Inc. | 10,579 | $314.0 萬 | 0.09% | −76−0.7% | 減碼 |
| Valueworks LLC | 10,577 | $313.9 萬 | 1.04% | −859−7.5% | 減碼 |
| Texas Bank & Trust Co | 10,553 | $313.2 萬 | 1.29% | +10,553 | 新進 |
| Vestcor Inc | 10,550 | $313.1 萬 | 0.10% | −658−5.9% | 減碼 |
| Icon Wealth Advisors, LLC | 10,546 | $313.0 萬 | 0.26% | 00.0% | 不變 |
| Great Lakes Retirement, Inc. | 10,522 | $312.3 萬 | 0.40% | −105−1.0% | 減碼 |
| Cito Capital Group, LLC | 10,440 | $309.8 萬 | 1.14% | −2,285−18.0% | 減碼 |
| St. Johns Investment Management Company, LLC | 10,424 | $309.4 萬 | 1.44% | −92−0.9% | 減碼 |
| GFG Capital, LLC | 10,407 | $308.9 萬 | 0.85% | +56+0.5% | 加碼 |
| Journey Strategic Wealth LLC | 10,349 | $307.1 萬 | 0.11% | +3,739+56.6% | 加碼 |
| Northstar Advisory Group, LLC | 10,332 | $306.6 萬 | 1.56% | +148+1.5% | 加碼 |