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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 9,197 | $152.0 萬 | 0.06% | −2,168−19.1% | 減碼 |
| Ameritas Investment Partners, Inc. | 9,213 | $152.2 萬 | 0.05% | −142−1.5% | 減碼 |
| Trustcore Financial Services, LLC | 9,212 | $152.2 萬 | 0.16% | +10.0% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 9,263 | $153.1 萬 | 0.20% | 00.0% | 不變 |
| BI Asset Management Fondsmaeglerselskab A/S | 9,307 | $153.8 萬 | 0.06% | 00.0% | 不變 |
| Carl P. Sherr & Co., LLC | 9,394 | $155.2 萬 | 1.07% | +10.0% | 加碼 |
| Caldwell Trust Co | 9,408 | $155.4 萬 | 0.20% | −65−0.7% | 減碼 |
| Stokes Family Office, LLC | 9,428 | $155.8 萬 | 0.22% | −179−1.9% | 減碼 |
| Illinois Municipal Retirement Fund | 9,542 | $157.7 萬 | 0.06% | 00.0% | 不變 |
| Simmons Bank | 9,605 | $158.7 萬 | 0.11% | +153+1.6% | 加碼 |
| Bryn Mawr Trust Co | 9,663 | $159.6 萬 | 0.06% | +355+3.8% | 加碼 |
| ACG Wealth | 9,703 | $160.3 萬 | 0.20% | +160+1.7% | 加碼 |
| Meeder Asset Management Inc | 9,705 | $160.4 萬 | 0.07% | −9,933−50.6% | 減碼 |
| Massmutual Trust Co FSB | 9,790 | $161.8 萬 | 0.07% | +66+0.7% | 加碼 |
| Beaumont Financial Partners, LLC | 9,843 | $162.6 萬 | 0.12% | +738+8.1% | 加碼 |
| Knuff & Co LLC | 9,855 | $162.8 萬 | 0.61% | 00.0% | 不變 |
| GWM Advisors LLC | 9,855 | $162.8 萬 | 0.04% | +1,160+13.3% | 加碼 |
| St. Johns Investment Management Company, LLC | 9,856 | $162.9 萬 | 0.88% | −272−2.7% | 減碼 |
| Berkshire Asset Management LLC | 9,926 | $164.0 萬 | 0.11% | −402−3.9% | 減碼 |
| IndexIQ Advisors LLC | 9,980 | $164.9 萬 | 0.06% | +292+3.0% | 加碼 |
| Sovarnum Capital L.P. | 10,000 | $165.2 萬 | 1.04% | 00.0% | 不變 |
| SG3 Management, LLC | 10,000 | $165.2 萬 | 0.70% | +5,000+100.0% | 加碼 |
| Ally Financial Inc. | 10,000 | $165.2 萬 | 0.16% | +10,000 | 新進 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,003 | $165.3 萬 | 0.02% | −708−6.6% | 減碼 |
| Hyman Charles D | 10,004 | $165.3 萬 | 0.12% | 00.0% | 不變 |
| Chicago Capital, LLC | 10,069 | $166.4 萬 | 0.07% | −35−0.3% | 減碼 |
| Anchor Investment Management, LLC | 10,179 | $168.2 萬 | 0.23% | +279+2.8% | 加碼 |
| Ingalls & Snyder LLC | 10,189 | $168.4 萬 | 0.08% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 10,248 | $169.3 萬 | 0.30% | −243−2.3% | 減碼 |
| Heritage Wealth Management, LLC | 10,244 | $169.3 萬 | 0.64% | +495+5.1% | 加碼 |
| Spirit of America Management Corp | 10,250 | $169.4 萬 | 0.36% | 00.0% | 不變 |
| Trustco Bank Corp N Y | 10,275 | $169.8 萬 | 1.53% | −600−5.5% | 減碼 |
| Wright Investors Service Inc | 10,290 | $170.0 萬 | 0.46% | +1,210+13.3% | 加碼 |
| Greenwood Gearhart Inc | 10,303 | $170.2 萬 | 0.27% | −315−3.0% | 減碼 |
| FOCUS Wealth Advisors, LLC | 10,305 | $170.3 萬 | 1.19% | −306−2.9% | 減碼 |
| Assenagon Asset Management S.A. | 10,312 | $170.4 萬 | 0.01% | +266+2.6% | 加碼 |
| Intercontinental Wealth Advisors, LLC | 10,332 | $170.7 萬 | 0.34% | −505−4.7% | 減碼 |
| U S Global Investors Inc | 10,394 | $171.7 萬 | 0.06% | +10,394 | 新進 |
| Inlet Private Wealth, LLC | 10,406 | $171.9 萬 | 0.45% | +30.0% | 加碼 |
| Seeyond | 10,444 | $172.5 萬 | 0.16% | −288−2.7% | 減碼 |
| Hartline Investment Corp | 10,466 | $172.9 萬 | 0.22% | 00.0% | 不變 |
| Woodstock Corp | 10,470 | $173.0 萬 | 0.20% | +117+1.1% | 加碼 |
| Hudson Valley Investment Advisors Inc | 10,482 | $173.2 萬 | 0.30% | +1,882+21.9% | 加碼 |
| McMillion Capital Management Inc | 10,526 | $173.9 萬 | 0.95% | 00.0% | 不變 |
| Corient Capital Partners, LLC | 10,546 | $174.3 萬 | 0.13% | +456+4.5% | 加碼 |
| Dakota Wealth Management | 10,670 | $176.3 萬 | 0.21% | +525+5.2% | 加碼 |
| Avantax Advisory Services, Inc. | 10,663 | $176.4 萬 | 0.03% | −265−2.4% | 減碼 |
| Cetera Advisors LLC | 10,701 | $176.8 萬 | 0.04% | +659+6.6% | 加碼 |
| Advisor Resource Council | 10,765 | $177.9 萬 | 0.19% | +10,765 | 新進 |
| Rathbone Brothers plc | 10,777 | $178.1 萬 | 0.02% | −12−0.1% | 減碼 |
| Union Heritage Capital, LLC | 10,788 | $178.2 萬 | 0.83% | 00.0% | 不變 |
| Signature Wealth Management Group | 10,791 | $178.3 萬 | 0.99% | +104+1.0% | 加碼 |
| Keebeck Wealth Management, LLC | 10,803 | $178.5 萬 | 0.26% | +2,055+23.5% | 加碼 |
| Personal Capital Advisors Corp | 10,826 | $178.9 萬 | 0.01% | +514+5.0% | 加碼 |
| Penobscot Investment Management Company, Inc. | 10,871 | $179.6 萬 | 0.27% | +2,812+34.9% | 加碼 |
| Harbour Investments, Inc. | 10,981 | $181.4 萬 | 0.06% | +24+0.2% | 加碼 |
| Advisory Research Inc | 10,981 | $181.5 萬 | 0.12% | −2,974−21.3% | 減碼 |
| Lincoln Capital LLC | 10,986 | $181.5 萬 | 0.51% | +629+6.1% | 加碼 |
| True North Advisors, LLC | 11,000 | $181.7 萬 | 0.38% | 00.0% | 不變 |
| Gifford Fong Associates | 11,000 | $181.8 萬 | 0.35% | 00.0% | 不變 |
| Adviser Investments LLC | 11,039 | $182.4 萬 | 0.14% | 00.0% | 不變 |
| Factorial Partners, LLC | 11,100 | $183.4 萬 | 1.24% | −4,400−28.4% | 減碼 |
| Citizens Business Bank | 11,100 | $183.4 萬 | 0.24% | −100−0.9% | 減碼 |
| QS Investors, LLC | 11,104 | $183.5 萬 | 0.02% | −71−0.6% | 減碼 |
| Associated Banc-Corp | 11,166 | $184.5 萬 | 0.07% | +491+4.6% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 11,196 | $185.0 萬 | 0.33% | +538+5.0% | 加碼 |
| Valeo Financial Advisors, LLC | 11,207 | $185.2 萬 | 0.11% | −73−0.6% | 減碼 |
| Private Wealth Partners, LLC | 11,213 | $185.3 萬 | 0.17% | 00.0% | 不變 |
| Rothschild Investment Corp | 11,273 | $186.3 萬 | 0.15% | +128+1.1% | 加碼 |
| PNC Managed Account Solutions, Inc. | 11,290 | $186.5 萬 | 0.37% | +11,290 | 新進 |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,340 | $187.4 萬 | 0.11% | +1,300+12.9% | 加碼 |
| Bailard, Inc. | 11,366 | $187.8 萬 | 0.06% | −100−0.9% | 減碼 |
| Wintrust Investments LLC | 11,375 | $188.0 萬 | 0.19% | +11,375 | 新進 |
| Frontier Wealth Management LLC | 11,418 | $188.7 萬 | 0.13% | +10.0% | 加碼 |
| Bluestein R H & Co | 11,455 | $189.3 萬 | 0.07% | 00.0% | 不變 |
| Vestcor Inc | 11,489 | $189.8 萬 | 0.06% | −653−5.4% | 減碼 |
| Canandaigua National Corp | 11,496 | $189.9 萬 | 0.31% | −181−1.6% | 減碼 |
| Guardian Capital LP | 11,518 | $190.3 萬 | 0.04% | −2,800−19.6% | 減碼 |
| Pinnacle Holdings, LLC | 11,533 | $190.6 萬 | 0.88% | −53−0.5% | 減碼 |
| Madison Wealth Management | 11,541 | $190.7 萬 | 0.42% | +491+4.4% | 加碼 |
| Gamble Jones Investment Counsel | 11,567 | $191.1 萬 | 0.12% | 00.0% | 不變 |
| Lindsell Train Ltd大師Lindsell Train | 11,600 | $191.7 萬 | 0.02% | 00.0% | 不變 |
| Fairfield, Bush & Co. | 11,625 | $192.1 萬 | 0.52% | 00.0% | 不變 |
| Veriti Management LLC | 11,671 | $192.8 萬 | 0.29% | +1,510+14.9% | 加碼 |
| Budros, Ruhlin & Roe, Inc. | 11,699 | $193.3 萬 | 0.21% | +144+1.2% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 11,769 | $194.5 萬 | 0.46% | +215+1.9% | 加碼 |
| CSM Advisors, LLC | 11,809 | $195.2 萬 | 0.13% | 00.0% | 不變 |
| Smith, Salley & Associates | 11,862 | $196.0 萬 | 0.16% | +50.0% | 加碼 |
| RMB Capital Management, LLC | 11,890 | $196.5 萬 | 0.07% | 00.0% | 不變 |
| MainStreet Investment Advisors LLC | 11,891 | $196.5 萬 | 0.17% | −50.0% | 減碼 |
| Change Path, LLC | 11,892 | $196.5 萬 | 0.12% | +56+0.5% | 加碼 |
| Lowe Brockenbrough & Co Inc | 11,900 | $196.6 萬 | 0.18% | −10−0.1% | 減碼 |
| DuPont Capital Management Corp | 11,906 | $196.7 萬 | 0.05% | +11,906 | 新進 |
| Bull Street Advisors, LLC | 11,935 | $197.2 萬 | 1.05% | 00.0% | 不變 |
| Fruth Investment Management | 12,000 | $198.2 萬 | 0.59% | +100+0.8% | 加碼 |
| FORA Capital, LLC | 12,095 | $199.8 萬 | 0.37% | +12,095 | 新進 |
| Robinson Value Management, Ltd. | 12,227 | $202.0 萬 | 1.65% | −337−2.7% | 減碼 |
| IFG Advisory, LLC | 12,238 | $202.2 萬 | 0.23% | −3,599−22.7% | 減碼 |
| High Pointe Capital Management LLC | 12,268 | $202.7 萬 | 1.60% | 00.0% | 不變 |
| Wilbanks Smith & Thomas Asset Management LLC | 12,278 | $202.9 萬 | 0.08% | +400+3.4% | 加碼 |