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。
2021 年第 2 季 13F 持有人
American Express Co 在 2021/6/30 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
- 1,851
- 較 2021 年第 1 季 +87 家
- 持有股數
- 6.82 億
- 較 2021 年第 1 季 +252.1 萬 (+0.4%)
- 總市值
- $1,126 億
- 較 2021 年第 1 季 +$165.4 億 (+17.2%)
- 新進機構
- 160
- 另有 615 家加碼
- 清倉機構
- 73
- 另有 693 家減碼
另有 17 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 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 |
2021 年第 2 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 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bridgewater Advisors Inc. | 6,940 | $114.7 萬 | 0.36% | +1,170+20.3% | 加碼 |
| Capital Management Associates | 7,002 | $115.7 萬 | 1.11% | −100−1.4% | 減碼 |
| Fukoku Mutual Life Insurance Co | 7,000 | $115.7 萬 | 0.09% | +3,000+75.0% | 加碼 |
| Regent Investment Management LLC | 7,011 | $115.8 萬 | 0.27% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 7,018 | $116.0 萬 | 0.12% | −288−3.9% | 減碼 |
| Orion Portfolio Solutions, LLC | 7,049 | $116.5 萬 | 0.05% | +1,857+35.8% | 加碼 |
| Cullen Capital Management LLC | 7,083 | $117.0 萬 | 0.01% | +697+10.9% | 加碼 |
| Duff & Phelps Investment Management Co | 7,090 | $117.1 萬 | 0.02% | −625−8.1% | 減碼 |
| Van Strum & Towne Inc. | 7,090 | $117.1 萬 | 0.56% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 7,099 | $117.3 萬 | 0.08% | +2,515+54.9% | 加碼 |
| Financial Counselors Inc | 7,196 | $118.9 萬 | 0.03% | +112+1.6% | 加碼 |
| Bank of Hawaii | 7,200 | $119.0 萬 | 0.07% | −829−10.3% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 7,209 | $119.1 萬 | 0.32% | −97−1.3% | 減碼 |
| Trust Co of Toledo NA | 7,215 | $119.2 萬 | 0.20% | −8−0.1% | 減碼 |
| YHB Investment Advisors, Inc. | 7,270 | $120.1 萬 | 0.10% | −25−0.3% | 減碼 |
| Mutual Advisors, LLC | 7,268 | $120.1 萬 | 0.07% | +125+1.7% | 加碼 |
| Becker Capital Management Inc | 7,286 | $120.4 萬 | 0.05% | +144+2.0% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 7,295 | $120.5 萬 | 0.39% | +4,843+197.5% | 加碼 |
| Coastline Trust Co | 7,300 | $120.6 萬 | 0.15% | −220−2.9% | 減碼 |
| Van Cleef Asset Management,Inc | 7,302 | $120.7 萬 | 0.18% | −120−1.6% | 減碼 |
| Crestwood Advisors Group LLC | 7,337 | $121.2 萬 | 0.04% | −36−0.5% | 減碼 |
| Cerity Partners LLC | 7,354 | $121.5 萬 | 0.03% | +167+2.3% | 加碼 |
| Evergreen Capital Management LLC | 7,372 | $121.8 萬 | 0.06% | −107−1.4% | 減碼 |
| Investment House LLC | 7,375 | $121.8 萬 | 0.09% | 00.0% | 不變 |
| Connolly Sarah T. | 7,375 | $121.9 萬 | 1.00% | +175+2.4% | 加碼 |
| Fort Point Capital Partners LLC | 7,412 | $122.5 萬 | 0.24% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 7,456 | $123.2 萬 | 0.04% | +233+3.2% | 加碼 |
| Beacon Financial Group | 7,300 | $123.3 萬 | 0.18% | −3,571−32.8% | 減碼 |
| Piscataqua Savings Bank | 7,502 | $123.9 萬 | 1.06% | +62+0.8% | 加碼 |
| Western Wealth Management, LLC | 7,561 | $124.2 萬 | 0.13% | +418+5.9% | 加碼 |
| Joel Isaacson & Co., LLC | 7,551 | $124.8 萬 | 0.10% | +356+4.9% | 加碼 |
| Investors Asset Management of Georgia Inc | 7,565 | $125.0 萬 | 0.67% | −300−3.8% | 減碼 |
| Moors & Cabot, Inc. | 7,568 | $125.1 萬 | 0.09% | +156+2.1% | 加碼 |
| Compagnie Lombard Odier SCmA | 7,602 | $125.7 萬 | 0.03% | +3,122+69.7% | 加碼 |
| Lazard Freres Gestion S.A.S. | 9,085 | $125.9 萬 | 0.04% | 00.0% | 不變 |
| Conning Inc. | 7,651 | $126.4 萬 | 0.04% | −1,043−12.0% | 減碼 |
| Orrstown Financial Services Inc | 7,576 | $126.5 萬 | 1.83% | −399−5.0% | 減碼 |
| SOA Wealth Advisors, LLC. | 7,664 | $126.6 萬 | 0.33% | +492+6.9% | 加碼 |
| Beach Investment Counsel Inc | 7,733 | $127.8 萬 | 0.11% | 00.0% | 不變 |
| Amica Retiree Medical Trust | 7,738 | $127.9 萬 | 0.81% | −4,390−36.2% | 減碼 |
| Moloney Securities Asset Management, LLC | 7,744 | $128.0 萬 | 0.23% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 7,766 | $128.3 萬 | 0.05% | +950+13.9% | 加碼 |
| Smithfield Trust Co | 7,838 | $129.5 萬 | 0.09% | −1,326−14.5% | 減碼 |
| Jeereddi Investments, LP | 7,843 | $129.6 萬 | 1.09% | −3,257−29.3% | 減碼 |
| Empirical Finance, LLC | 7,877 | $130.2 萬 | 0.21% | +1,094+16.1% | 加碼 |
| Insight Advisors, LLC | 7,708 | $130.5 萬 | 0.41% | −187−2.4% | 減碼 |
| Pitcairn Co | 7,931 | $131.0 萬 | 0.09% | −297−3.6% | 減碼 |
| Howard Capital Management Group, LLC | 7,939 | $131.2 萬 | 0.12% | 00.0% | 不變 |
| Karpas Strategies, LLC | 7,950 | $131.4 萬 | 0.47% | 00.0% | 不變 |
| Csenge Advisory Group | 7,896 | $131.8 萬 | 0.12% | −97−1.2% | 減碼 |
| Wellington Shields & Co., LLC | 7,995 | $132.1 萬 | 0.44% | +120+1.5% | 加碼 |
| Patten & Patten Inc | 8,001 | $132.2 萬 | 0.10% | −42−0.5% | 減碼 |
| Federated Hermes, Inc. | 8,042 | $132.9 萬 | 0.00% | +1,013+14.4% | 加碼 |
| Raab & Moskowitz Asset Management LLC | 8,054 | $133.1 萬 | 0.49% | −590−6.8% | 減碼 |
| Sabadell Asset Management, S.A S.G.I.I.C | 8,058 | $133.1 萬 | 0.23% | +8,058 | 新進 |
| Toroso Investments, LLC | 8,150 | $134.3 萬 | 0.05% | +2,152+35.9% | 加碼 |
| Geneos Wealth Management Inc. | 7,993 | $134.6 萬 | 0.05% | −438−5.2% | 減碼 |
| Argent Advisors, Inc. | 8,147 | $134.6 萬 | 0.82% | +12+0.1% | 加碼 |
| Excalibur Management Corp | 8,211 | $135.7 萬 | 0.61% | 00.0% | 不變 |
| Mid Atlantic Financial Management Inc | 8,231 | $136.0 萬 | 0.09% | +82+1.0% | 加碼 |
| Gladstone Institutional Advisory LLC | 8,228 | $136.0 萬 | 0.16% | +368+4.7% | 加碼 |
| Auxier Asset Management | 8,308 | $137.3 萬 | 0.23% | −250−2.9% | 減碼 |
| Quadrant Capital Group LLC | 8,307 | $137.3 萬 | 0.20% | +242+3.0% | 加碼 |
| Amarillo National Bank | 8,313 | $137.4 萬 | 0.39% | 00.0% | 不變 |
| Obermeyer Wood Investment Counsel, LLLP | 8,386 | $138.6 萬 | 0.08% | 00.0% | 不變 |
| Everett Harris & Co | 8,453 | $139.7 萬 | 0.02% | 00.0% | 不變 |
| Fulton Bank, N.A. | 8,481 | $140.2 萬 | 0.07% | +31+0.4% | 加碼 |
| Coastal Bridge Advisors, LLC | 8,488 | $140.3 萬 | 0.29% | +1,008+13.5% | 加碼 |
| Ieq Capital, LLC | 8,560 | $141.4 萬 | 0.04% | +2,233+35.3% | 加碼 |
| Evermay Wealth Management LLC | 8,591 | $141.9 萬 | 0.26% | −240−2.7% | 減碼 |
| Abundance Wealth Counselors | 8,622 | $142.5 萬 | 0.37% | −1,334−13.4% | 減碼 |
| FineMark National Bank & Trust | 8,662 | $143.1 萬 | 0.06% | −649−7.0% | 減碼 |
| Thompson Investment Management, Inc. | 8,685 | $143.5 萬 | 0.21% | 00.0% | 不變 |
| Brookstone Capital Management | 8,329 | $143.8 萬 | 0.03% | +8,329 | 新進 |
| Evoke Wealth, LLC | 8,709 | $143.9 萬 | 0.05% | −548−5.9% | 減碼 |
| American National Registered Investment Advisor, Inc. | 8,718 | $144.0 萬 | 0.52% | −700−7.4% | 減碼 |
| Silicon Hills Wealth Management, LLC | 8,717 | $144.0 萬 | 1.12% | +314+3.7% | 加碼 |
| Allstate Corp | 8,734 | $144.3 萬 | 0.05% | −1,108−11.3% | 減碼 |
| Center for Financial Planning, Inc. | 8,732 | $144.3 萬 | 0.36% | 00.0% | 不變 |
| Taylor Frigon Capital Management LLC | 8,796 | $145.3 萬 | 0.45% | +560+6.8% | 加碼 |
| NTV Asset Management LLC | 8,825 | $145.8 萬 | 0.26% | −200−2.2% | 減碼 |
| Gateway Investment Advisers LLC | 8,828 | $145.9 萬 | 0.01% | −496−5.3% | 減碼 |
| Palisade Asset Management, LLC | 8,832 | $145.9 萬 | 0.17% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 8,903 | $147.1 萬 | 0.13% | +700+8.5% | 加碼 |
| Parallel Advisors, LLC | 8,914 | $147.3 萬 | 0.06% | +825+10.2% | 加碼 |
| Jump Financial, LLC | 8,934 | $147.6 萬 | 0.14% | −3,575−28.6% | 減碼 |
| Boltwood Capital Management | 8,951 | $147.9 萬 | 0.61% | 00.0% | 不變 |
| J. W. Coons Advisors, LLC | 8,939 | $148.2 萬 | 0.53% | −64−0.7% | 減碼 |
| Invst, LLC | 8,735 | $148.5 萬 | 0.24% | +630+7.8% | 加碼 |
| Erste Asset Management GmbH | 9,108 | $149.6 萬 | 0.03% | +4,008+78.6% | 加碼 |
| Savant Capital, LLC | 9,053 | $149.6 萬 | 0.06% | +140+1.6% | 加碼 |
| Grimes & Company, Inc. | 9,059 | $149.7 萬 | 0.06% | −345−3.7% | 減碼 |
| Brown Advisory Securities, LLC | 9,091 | $150.2 萬 | 0.24% | −167−1.8% | 減碼 |
| Lavaca Capital LLC | 9,130 | $150.9 萬 | 0.78% | +951+11.6% | 加碼 |
| Community Bank, N.A. | 9,135 | $151.0 萬 | 0.18% | −25−0.3% | 減碼 |
| Bradley & Co. Private Wealth Management, LLC | 9,151 | $151.2 萬 | 1.32% | −652−6.7% | 減碼 |
| Snow Capital Management LP | 9,159 | $151.3 萬 | 0.22% | +5+0.1% | 加碼 |
| Rehmann Capital Advisory Group | 8,916 | $151.4 萬 | 0.15% | −265−2.9% | 減碼 |
| Buckley Wealth Management, LLC | 9,171 | $151.5 萬 | 0.52% | −945−9.3% | 減碼 |
| Walter & Keenan Financial Consulting Co | 9,200 | $151.8 萬 | 0.52% | 00.0% | 不變 |