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 |
|---|---|---|---|---|---|
| EP Wealth Advisors, LLC | 17,862 | $295.1 萬 | 0.08% | +17,862 | 新進 |
| Jag Capital Management, LLC | 17,969 | $296.9 萬 | 0.23% | +201+1.1% | 加碼 |
| Strategic Wealth Partners, Ltd. | 18,005 | $297.5 萬 | 0.97% | −478−2.6% | 減碼 |
| Hotaling Investment Management, LLC | 18,063 | $298.5 萬 | 1.21% | −153−0.8% | 減碼 |
| Altium Wealth Management LLC | 18,100 | $299.1 萬 | 0.22% | −365−2.0% | 減碼 |
| Virtu Financial LLC | 18,121 | $299.4 萬 | 0.29% | +18,121 | 新進 |
| Murphy Capital Management Inc | 18,176 | $300.3 萬 | 0.34% | +56+0.3% | 加碼 |
| Mount Vernon Associates Inc | 18,186 | $300.5 萬 | 2.75% | 00.0% | 不變 |
| Strategic Wealth Designers | 18,221 | $301.1 萬 | 1.07% | +4,591+33.7% | 加碼 |
| IBM Retirement Fund | 18,408 | $304.2 萬 | 0.24% | −3,880−17.4% | 減碼 |
| Pacifica Capital Investments, LLC | 18,430 | $304.5 萬 | 1.00% | 00.0% | 不變 |
| Redpoint Investment Management Pty Ltd | 18,451 | $304.9 萬 | 0.25% | −268−1.4% | 減碼 |
| Wellington Shields Capital Management, LLC | 18,477 | $305.3 萬 | 0.37% | −65−0.4% | 減碼 |
| WP Advisors, LLC | 18,483 | $305.4 萬 | 1.27% | −81−0.4% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 18,548 | $306.5 萬 | 0.35% | −37−0.2% | 減碼 |
| RNC Capital Management LLC | 18,576 | $306.9 萬 | 0.16% | +980+5.6% | 加碼 |
| Umb Bank N A | 18,622 | $307.6 萬 | 0.07% | −339−1.8% | 減碼 |
| Shelton Capital Management | 18,620 | $307.7 萬 | 0.12% | +13,300+250.0% | 加碼 |
| Sawgrass Asset Management LLC | 18,631 | $307.8 萬 | 0.27% | −180−1.0% | 減碼 |
| People's United Financial, Inc. | 18,626 | $307.8 萬 | 0.07% | +573+3.2% | 加碼 |
| Raymond James Trust N.A. | 18,661 | $308.4 萬 | 0.10% | −298−1.6% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 18,779 | $310.3 萬 | 0.60% | +234+1.3% | 加碼 |
| Primecap Management Co | 18,800 | $310.6 萬 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 18,806 | $310.7 萬 | 0.24% | −560−2.9% | 減碼 |
| Independent Advisor Alliance | 18,824 | $311.0 萬 | 0.17% | +253+1.4% | 加碼 |
| Old Dominion Capital Management Inc | 18,882 | $312.0 萬 | 0.67% | −99−0.5% | 減碼 |
| Acadian Asset Management LLC | 18,912 | $312.5 萬 | 0.01% | +1,171+6.6% | 加碼 |
| First Mercantile Trust Co | 18,957 | $313.2 萬 | 0.37% | −8,376−30.6% | 減碼 |
| Sumitomo Life Insurance Co | 19,103 | $315.6 萬 | 0.10% | −3,690−16.2% | 減碼 |
| Meiji Yasuda Life Insurance Co | 19,177 | $316.9 萬 | 0.06% | −815−4.1% | 減碼 |
| Kestra Private Wealth Services, LLC | 19,204 | $317.3 萬 | 0.19% | +535+2.9% | 加碼 |
| Stonnington Group, LLC | 19,036 | $318.8 萬 | 0.71% | −10−0.1% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19,306 | $319.0 萬 | 0.32% | −223−1.1% | 減碼 |
| Triasima Portfolio Management inc. | 19,380 | $320.2 萬 | 0.16% | +19,380 | 新進 |
| Scotia Capital Inc. | 19,598 | $323.8 萬 | 0.02% | +5,975+43.9% | 加碼 |
| Varma Mutual Pension Insurance Co | 19,735 | $326.0 萬 | 0.05% | 00.0% | 不變 |
| Ropes Wealth Advisors LLC | 19,841 | $327.8 萬 | 0.52% | +940+5.0% | 加碼 |
| Eqis Capital Management, Inc. | 19,953 | $329.7 萬 | 0.25% | −3,331−14.3% | 減碼 |
| JustInvest LLC | 19,953 | $329.7 萬 | 0.35% | +8,217+70.0% | 加碼 |
| Long Corridor Asset Management Ltd | 20,000 | $330.5 萬 | 3.21% | −20,000−50.0% | 減碼 |
| Wetherby Asset Management Inc | 20,033 | $331.0 萬 | 0.20% | +963+5.0% | 加碼 |
| Lido Advisors, LLC | 20,044 | $331.2 萬 | 0.08% | −71−0.4% | 減碼 |
| World Asset Management Inc | 20,206 | $333.9 萬 | 0.30% | −1,272−5.9% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 6,712 | $334.0 萬 | 0.08% | +4,232+170.6% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,244 | $334.6 萬 | 0.06% | −1,816−8.2% | 減碼 |
| Cigna Investments Inc | 20,416 | $337.4 萬 | 0.24% | −3,125−13.3% | 減碼 |
| Tdam USA Inc. | 19,817 | $337.9 萬 | 0.21% | −90−0.5% | 減碼 |
| Lincoln National Corp | 20,461 | $338.0 萬 | 0.07% | −405−1.9% | 減碼 |
| Silvant Capital Management LLC | 20,641 | $341.1 萬 | 0.54% | −335−1.6% | 減碼 |
| Markston International LLC | 20,974 | $346.6 萬 | 2.11% | −82,900−79.8% | 減碼 |
| HighPoint Advisor Group LLC | 21,000 | $347.0 萬 | 0.35% | +3,339+18.9% | 加碼 |
| Bessemer Group Inc | 21,010 | $347.1 萬 | 0.01% | +4,329+26.0% | 加碼 |
| River & Mercantile Asset Management LLP | 21,134 | $349.2 萬 | 0.23% | −300−1.4% | 減碼 |
| Kingfisher Capital LLC | 21,140 | $349.3 萬 | 0.89% | +669+3.3% | 加碼 |
| Essex Investment Management Co LLC | 21,235 | $350.9 萬 | 0.41% | −2,182−9.3% | 減碼 |
| Vident Investment Advisory, LLC | 21,333 | $352.6 萬 | 0.11% | +4,836+29.3% | 加碼 |
| Boston Private Wealth LLC | 21,415 | $353.8 萬 | 0.04% | −1,244−5.5% | 減碼 |
| Grandfield & Dodd, LLC | 21,444 | $354.0 萬 | 0.24% | 00.0% | 不變 |
| Beacon Investment Advisory Services, Inc. | 21,463 | $354.6 萬 | 0.14% | 00.0% | 不變 |
| Eudaimonia Partners, LLC | 21,592 | $356.8 萬 | 0.67% | +308+1.4% | 加碼 |
| Mirova | 21,730 | $359.0 萬 | 0.43% | +2,766+14.6% | 加碼 |
| Impax Asset Management Group plc | 21,829 | $360.7 萬 | 0.02% | −82,440−79.1% | 減碼 |
| Lakeview Capital Partners, LLC | 21,854 | $361.1 萬 | 1.58% | −883−3.9% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 21,898 | $361.8 萬 | 0.35% | −8,087−27.0% | 減碼 |
| Semper Augustus Investments Group LLC大師Semper Augustus | 22,231 | $367.3 萬 | 1.22% | −639−2.8% | 減碼 |
| Covington Capital Management | 22,247 | $367.6 萬 | 0.14% | −109−0.5% | 減碼 |
| Verdence Capital Advisors LLC | 22,353 | $369.3 萬 | 0.51% | −5,612−20.1% | 減碼 |
| Homrich & Berg | 22,476 | $371.4 萬 | 0.09% | +1,639+7.9% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 22,580 | $373.1 萬 | 0.19% | +283+1.3% | 加碼 |
| Alerus Financial NA | 22,717 | $375.3 萬 | 0.38% | −6,117−21.2% | 減碼 |
| Taurus Asset Management, LLC | 22,739 | $375.7 萬 | 0.39% | 00.0% | 不變 |
| Fort Washington Investment Advisors Inc | 22,841 | $377.4 萬 | 0.03% | 00.0% | 不變 |
| Grassi Investment Management | 22,960 | $379.4 萬 | 0.41% | 00.0% | 不變 |
| Castleark Management LLC | 22,975 | $379.6 萬 | 0.13% | +20,300+758.9% | 加碼 |
| RBF Capital, LLC | 23,000 | $380.0 萬 | 0.21% | 00.0% | 不變 |
| Coastal Investment Advisors, Inc. | 23,134 | $382.2 萬 | 0.91% | +48+0.2% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 23,199 | $383.3 萬 | 0.27% | −2,976−11.4% | 減碼 |
| Fiduciary Group LLC | 22,893 | $384.7 萬 | 0.45% | 00.0% | 不變 |
| Azimuth Capital Management LLC | 23,386 | $386.4 萬 | 0.17% | −1,284−5.2% | 減碼 |
| Altshuler Shaham Ltd | 23,404 | $386.7 萬 | 0.03% | +242+1.0% | 加碼 |
| SRN Advisors, LLC | 23,643 | $389.6 萬 | 1.33% | −677−2.8% | 減碼 |
| Hutner Capital Management Inc | 23,636 | $390.5 萬 | 2.50% | −55−0.2% | 減碼 |
| Ceera Investments, LLC | 23,719 | $391.9 萬 | 2.97% | 00.0% | 不變 |
| Family Management Corp | 23,761 | $392.6 萬 | 1.04% | +23,761 | 新進 |
| Wedbush Securities Inc | 23,775 | $392.8 萬 | 0.19% | +865+3.8% | 加碼 |
| Pathstone Family Office, LLC | 24,137 | $398.8 萬 | 0.12% | +1,894+8.5% | 加碼 |
| PFS Investments Inc. | 23,300 | $400.6 萬 | 0.09% | +2,826+13.8% | 加碼 |
| Boyd Watterson Asset Management LLC | 24,314 | $401.7 萬 | 1.62% | +80+0.3% | 加碼 |
| First Hawaiian Bank | 24,494 | $404.7 萬 | 0.17% | −7,088−22.4% | 減碼 |
| Jane Street Group, LLC | 24,517 | $405.1 萬 | 0.01% | +12,012+96.1% | 加碼 |
| Advisor Partners LLC | 24,855 | $410.6 萬 | 0.27% | −407−1.6% | 減碼 |
| Concentric Wealth Management, LLC | 24,863 | $410.8 萬 | 1.26% | +79+0.3% | 加碼 |
| Squarepoint Ops LLC | 24,926 | $411.9 萬 | 0.03% | −54,191−68.5% | 減碼 |
| Chicago Trust Co NA | 24,976 | $412.6 萬 | 0.98% | −2,253−8.3% | 減碼 |
| Hudson Bay Capital Management LP | 25,000 | $413.1 萬 | 0.05% | −25,000−50.0% | 減碼 |
| Bleichroeder LP | 25,000 | $413.1 萬 | 0.62% | 00.0% | 不變 |
| Cookson Peirce & Co Inc | 25,021 | $413.4 萬 | 0.26% | +7,515+42.9% | 加碼 |
| Foster Group, Inc. | 25,269 | $417.5 萬 | 0.48% | 00.0% | 不變 |
| Bouvel Investment Partners, LLC | 25,294 | $417.9 萬 | 2.36% | +863+3.5% | 加碼 |
| Cetera Investment Advisers | 25,380 | $419.3 萬 | 0.07% | +4,644+22.4% | 加碼 |