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 |
|---|---|---|---|---|---|
| Osborne Partners Capital Management, LLC | 12,311 | $203.4 萬 | 0.17% | 00.0% | 不變 |
| Kanawha Capital Management LLC | 12,389 | $204.7 萬 | 0.19% | +165+1.3% | 加碼 |
| Brewin Dolphin Ltd | 12,394 | $204.8 萬 | 0.09% | +4,172+50.7% | 加碼 |
| Resonant Capital Advisors, LLC | 12,419 | $205.2 萬 | 0.40% | +203+1.7% | 加碼 |
| Credit Agricole S A | 12,479 | $206.2 萬 | 0.07% | +8,669+227.5% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 12,531 | $207.0 萬 | 0.80% | +100+0.8% | 加碼 |
| Sandhill Capital Partners LLC | 12,550 | $207.4 萬 | 0.16% | +796+6.8% | 加碼 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 12,610 | $208.4 萬 | 0.15% | +516+4.3% | 加碼 |
| SOL Capital Management CO | 12,683 | $209.6 萬 | 0.41% | −1,270−9.1% | 減碼 |
| NEXT Financial Group, Inc | 12,683 | $209.6 萬 | 0.17% | +10.0% | 加碼 |
| Aviance Capital Partners, LLC | 12,795 | $211.4 萬 | 0.37% | +263+2.1% | 加碼 |
| Greenleaf Trust | 12,837 | $212.1 萬 | 0.03% | +35+0.3% | 加碼 |
| Venture Visionary Partners LLC | 12,964 | $214.2 萬 | 0.17% | +2,614+25.3% | 加碼 |
| BKD Wealth Advisors, LLC | 13,089 | $216.3 萬 | 0.10% | −1,294−9.0% | 減碼 |
| F/M Investments LLC | 13,111 | $216.6 萬 | 1.71% | +13,111 | 新進 |
| Dynamic Advisor Solutions LLC | 13,145 | $217.2 萬 | 0.17% | +1,774+15.6% | 加碼 |
| Ashfield Capital Partners, LLC | 13,156 | $217.4 萬 | 0.16% | −100−0.8% | 減碼 |
| Aristotle Capital Management, LLC | 13,196 | $218.0 萬 | 0.00% | −40.0% | 減碼 |
| Arden Trust Co | 13,216 | $218.4 萬 | 0.36% | +927+7.5% | 加碼 |
| Welch Group, LLC | 13,241 | $218.8 萬 | 0.15% | −21−0.2% | 減碼 |
| Doheny Asset Management | 13,248 | $218.9 萬 | 1.41% | 00.0% | 不變 |
| Investment Advisory Services Inc | 13,257 | $219.0 萬 | 1.35% | +13,257 | 新進 |
| Fort Sheridan Advisors LLC | 13,300 | $219.8 萬 | 0.73% | −500−3.6% | 減碼 |
| Gilman Hill Asset Management, LLC | 13,319 | $220.1 萬 | 0.56% | +510+4.0% | 加碼 |
| Cape Cod Five Cents Savings Bank | 13,325 | $220.2 萬 | 0.23% | +739+5.9% | 加碼 |
| Clear Street Markets LLC | 13,506 | $223.2 萬 | 0.48% | +7,506+125.1% | 加碼 |
| Mizuho Securities USA LLC | 13,535 | $223.6 萬 | 0.18% | −10,311−43.2% | 減碼 |
| Arcus Capital Partners, LLC | 13,541 | $223.7 萬 | 1.05% | 00.0% | 不變 |
| Boston Family Office LLC | 13,613 | $224.9 萬 | 0.16% | −50−0.4% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 13,666 | $225.8 萬 | 0.22% | +10.0% | 加碼 |
| Signet Investment Advisory Group, Inc. | 13,888 | $229.5 萬 | 1.48% | −365−2.6% | 減碼 |
| Buckingham Strategic Wealth, LLC | 13,906 | $229.8 萬 | 0.06% | −25−0.2% | 減碼 |
| Proequities, Inc. | 13,920 | $230.0 萬 | 0.14% | −3,504−20.1% | 減碼 |
| South State Corp. | 13,941 | $230.3 萬 | 0.20% | −264−1.9% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 13,950 | $230.5 萬 | 0.01% | −540−3.7% | 減碼 |
| Glenview Trust Co | 13,963 | $230.7 萬 | 0.09% | −32−0.2% | 減碼 |
| Benedict Financial Advisors Inc | 13,966 | $230.8 萬 | 0.64% | −188−1.3% | 減碼 |
| BBR Partners, LLC | 14,029 | $231.8 萬 | 0.18% | −68−0.5% | 減碼 |
| Modera Wealth Management, LLC | 14,029 | $231.8 萬 | 0.13% | +366+2.7% | 加碼 |
| Brendel Financial Advisors LLC | 14,100 | $233.0 萬 | 1.28% | −2,700−16.1% | 減碼 |
| BLB&B Advisors, LLC | 14,120 | $233.3 萬 | 0.17% | +461+3.4% | 加碼 |
| Sawyer & Company, Inc | 14,158 | $233.9 萬 | 1.09% | −85−0.6% | 減碼 |
| Icon Advisers Inc | 14,200 | $234.6 萬 | 0.38% | 00.0% | 不變 |
| Private Asset Management Inc | 14,299 | $236.3 萬 | 0.31% | 00.0% | 不變 |
| Profund Advisors LLC | 14,328 | $236.7 萬 | 0.08% | +517+3.7% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 13,964 | $238.6 萬 | 1.51% | −195−1.4% | 減碼 |
| KCM Investment Advisors LLC | 14,470 | $239.1 萬 | 0.10% | +1,906+15.2% | 加碼 |
| Washington Trust Co | 14,555 | $240.4 萬 | 0.07% | −731−4.8% | 減碼 |
| Selway Asset Management | 14,675 | $242.5 萬 | 1.30% | −300−2.0% | 減碼 |
| Pettee Investors, Inc. | 14,681 | $242.6 萬 | 1.14% | +25+0.2% | 加碼 |
| Advisory Services Network, LLC | 14,746 | $243.8 萬 | 0.08% | +1,503+11.3% | 加碼 |
| Van Eck Associates Corp | 14,824 | $244.9 萬 | 0.01% | −371−2.4% | 減碼 |
| Jacobi Capital Management LLC | 14,865 | $245.6 萬 | 0.32% | −108−0.7% | 減碼 |
| Centiva Capital, LP | 14,937 | $246.8 萬 | 0.19% | +2,208+17.3% | 加碼 |
| PCJ Investment Counsel Ltd. | 15,000 | $247.8 萬 | 0.93% | +15,000 | 新進 |
| Independent Investors Inc | 15,014 | $248.1 萬 | 0.61% | 00.0% | 不變 |
| Valueworks LLC | 15,226 | $251.6 萬 | 1.09% | −249−1.6% | 減碼 |
| LaFleur & Godfrey LLC | 15,492 | $256.0 萬 | 0.37% | +15,492 | 新進 |
| MACRO Consulting Group | 15,570 | $256.7 萬 | 1.32% | −277−1.7% | 減碼 |
| Siemens Fonds Invest GmbH | 15,533 | $256.7 萬 | 0.31% | −126−0.8% | 減碼 |
| Brave Asset Management Inc | 15,615 | $258.0 萬 | 0.76% | −1,896−10.8% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 15,666 | $258.8 萬 | 0.05% | +3,722+31.2% | 加碼 |
| HBK Sorce Advisory LLC | 15,760 | $260.5 萬 | 0.14% | +1,116+7.6% | 加碼 |
| Bank of Stockton | 15,803 | $261.1 萬 | 0.79% | −293−1.8% | 減碼 |
| Regentatlantic Capital LLC | 15,808 | $261.2 萬 | 0.08% | +5,721+56.7% | 加碼 |
| Tower Bridge Advisors | 15,876 | $262.3 萬 | 0.17% | −20−0.1% | 減碼 |
| Jackson Square Capital, LLC | 16,007 | $264.5 萬 | 0.85% | +2,060+14.8% | 加碼 |
| Naples Global Advisors, LLC | 16,165 | $267.1 萬 | 0.37% | +145+0.9% | 加碼 |
| BP PLC | 16,170 | $267.2 萬 | 0.11% | −7,824−32.6% | 減碼 |
| Evercore Wealth Management, LLC | 16,216 | $267.9 萬 | 0.05% | −154−0.9% | 減碼 |
| Montag A & Associates Inc | 16,250 | $268.5 萬 | 0.14% | 00.0% | 不變 |
| Cito Capital Group, LLC | 16,300 | $269.3 萬 | 1.21% | −50−0.3% | 減碼 |
| Bel Air Investment Advisors LLC | 16,452 | $271.8 萬 | 0.08% | −1,823−10.0% | 減碼 |
| TIAA Kaspick, LLC | 16,490 | $272.5 萬 | 10.11% | −200−1.2% | 減碼 |
| Sigma Planning Corp | 16,541 | $273.3 萬 | 0.08% | +538+3.4% | 加碼 |
| Peoples Financial Services Corp. | 16,579 | $273.9 萬 | 1.15% | −290−1.7% | 減碼 |
| Bennicas & Associates, Inc. | 16,587 | $274.1 萬 | 1.51% | −50−0.3% | 減碼 |
| Northstar Group, Inc. | 16,591 | $274.1 萬 | 0.72% | +60.0% | 加碼 |
| FDx Advisors, Inc. | 16,633 | $274.8 萬 | 0.09% | +1,032+6.6% | 加碼 |
| Columbia Asset Management | 16,694 | $275.8 萬 | 0.62% | −12,327−42.5% | 減碼 |
| TrinityPoint Wealth, LLC | 16,722 | $276.3 萬 | 0.56% | −1,933−10.4% | 減碼 |
| AlphaCrest Capital Management LLC | 16,780 | $277.3 萬 | 0.12% | −1,165−6.5% | 減碼 |
| Busey Wealth Management | 16,820 | $277.9 萬 | 0.13% | −358−2.1% | 減碼 |
| Condor Capital Management | 16,843 | $278.3 萬 | 0.31% | −843−4.8% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 16,935 | $279.8 萬 | 0.30% | −2,127−11.2% | 減碼 |
| NVWM, LLC | 17,002 | $280.9 萬 | 1.01% | +44+0.3% | 加碼 |
| Everence Capital Management Inc | 17,094 | $282.4 萬 | 0.23% | 00.0% | 不變 |
| Sompo Asset Management Co., Ltd. | 17,090 | $282.4 萬 | 0.58% | +1,210+7.6% | 加碼 |
| Eads & Heald Wealth Management | 17,161 | $283.5 萬 | 1.38% | −397−2.3% | 減碼 |
| BFSG, LLC | 17,179 | $283.8 萬 | 0.51% | +64+0.4% | 加碼 |
| Barometer Capital Management Inc. | 17,268 | $284.6 萬 | 0.54% | +8,738+102.4% | 加碼 |
| Brewin Dolphin Wealth Management Ltd | 17,290 | $285.7 萬 | 0.35% | −500−2.8% | 減碼 |
| American Portfolios Advisors | 17,312 | $286.0 萬 | 0.11% | +5,863+51.2% | 加碼 |
| Howland Capital Management LLC | 17,392 | $287.4 萬 | 0.15% | 00.0% | 不變 |
| Salvus Wealth Management, LLC | 17,219 | $287.5 萬 | 2.42% | −395−2.2% | 減碼 |
| West Oak Capital, LLC | 17,455 | $288.4 萬 | 1.14% | −445−2.5% | 減碼 |
| Elgethun Capital Management | 17,544 | $289.9 萬 | 1.00% | −5,758−24.7% | 減碼 |
| Courier Capital LLC | 17,627 | $291.3 萬 | 0.28% | −309−1.7% | 減碼 |
| Fundamentun, LLC | 17,675 | $292.1 萬 | 0.80% | +986+5.9% | 加碼 |
| Callahan Advisors, LLC | 17,715 | $292.7 萬 | 0.37% | +10.0% | 加碼 |