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 |
|---|---|---|---|---|---|
| Bingham Osborn & Scarborough LLC | 3,034 | $50.1 萬 | 0.04% | +558+22.5% | 加碼 |
| Magnus Financial Group LLC | 3,042 | $50.3 萬 | 0.11% | +11+0.4% | 加碼 |
| Essex Financial Services, Inc. | 3,563 | $50.4 萬 | 0.07% | 00.0% | 不變 |
| Acima Private Wealth, LLC | 3,057 | $50.5 萬 | 0.23% | 00.0% | 不變 |
| Private Ocean, LLC | 3,068 | $50.7 萬 | 0.07% | +1,192+63.5% | 加碼 |
| Marietta Investment Partners LLC | 3,092 | $51.1 萬 | 0.12% | 00.0% | 不變 |
| Waters Parkerson & Co., LLC | 3,091 | $51.1 萬 | 0.03% | 00.0% | 不變 |
| Shepherd Kaplan Krochuk, LLC | 3,100 | $51.2 萬 | 0.18% | −1,200−27.9% | 減碼 |
| Synergy Financial Management, LLC | 3,101 | $51.2 萬 | 0.14% | 00.0% | 不變 |
| Signature Wealth Management Partners, LLC | 3,096 | $51.2 萬 | 0.46% | 00.0% | 不變 |
| Cambridge Advisors Inc. | 3,110 | $51.4 萬 | 0.12% | +251+8.8% | 加碼 |
| Interchange Capital Partners, LLC | 3,117 | $51.5 萬 | 0.80% | −872−21.9% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 3,122 | $51.6 萬 | 0.08% | −90−2.8% | 減碼 |
| Optimal Asset Management, Inc. | 3,124 | $51.6 萬 | 0.06% | 00.0% | 不變 |
| Standard Family Office LLC | 3,131 | $51.7 萬 | 0.11% | +600+23.7% | 加碼 |
| Security National Trust Co | 3,131 | $51.8 萬 | 0.12% | −119−3.7% | 減碼 |
| Abbrea Capital, LLC | 3,149 | $52.0 萬 | 0.08% | +225+7.7% | 加碼 |
| Cumberland Partners Ltd | 3,150 | $52.1 萬 | 0.04% | −740−19.0% | 減碼 |
| All Terrain Financial Advisors, LLC | 3,160 | $52.2 萬 | 0.25% | 00.0% | 不變 |
| Sanders Morris Harris LLC | 3,082 | $52.3 萬 | 0.10% | +40+1.3% | 加碼 |
| Benedetti & Gucer, Inc. | 3,173 | $52.4 萬 | 0.47% | +60+1.9% | 加碼 |
| Heritage Wealth Advisors | 3,172 | $52.4 萬 | 0.03% | 00.0% | 不變 |
| NorthRock Partners, LLC | 3,194 | $52.8 萬 | 0.04% | −99−3.0% | 減碼 |
| Eagle Ridge Investment Management | 3,199 | $52.9 萬 | 0.06% | 00.0% | 不變 |
| Triumph Capital Management | 3,066 | $52.9 萬 | 0.31% | +3,066 | 新進 |
| Wittenberg Investment Management, Inc. | 3,210 | $53.0 萬 | 0.21% | 00.0% | 不變 |
| CWM, LLC | 3,212 | $53.1 萬 | 0.00% | 00.0% | 不變 |
| Clean Yield Group | 3,232 | $53.4 萬 | 0.20% | 00.0% | 不變 |
| Derby & Company, Inc | 3,240 | $53.5 萬 | 0.11% | 00.0% | 不變 |
| Eastern Bank | 3,248 | $53.6 萬 | 0.03% | −600−15.6% | 減碼 |
| Snowden Capital Advisors LLC | 3,284 | $54.3 萬 | 0.03% | +403+14.0% | 加碼 |
| Ellis Investment Partners, LLC | 3,292 | $54.3 萬 | 0.14% | +130+4.1% | 加碼 |
| BTR Capital Management Inc | 3,292 | $54.4 萬 | 0.07% | −150−4.4% | 減碼 |
| Salem Investment Counselors Inc | 3,294 | $54.4 萬 | 0.03% | −50−1.5% | 減碼 |
| Krane Funds Advisors LLC | 3,296 | $54.5 萬 | 0.02% | +3,296 | 新進 |
| Hobart Private Capital, LLC | 3,305 | $54.6 萬 | 0.22% | −255−7.2% | 減碼 |
| B. Riley Wealth Management, Inc. | 3,317 | $54.8 萬 | 0.06% | −1,164−26.0% | 減碼 |
| Culbertson A N & Co Inc | 3,325 | $54.9 萬 | 0.11% | +145+4.6% | 加碼 |
| SignalPoint Asset Management, LLC | 3,333 | $55.1 萬 | 0.18% | −34−1.0% | 減碼 |
| Riverbridge Partners LLC | 3,348 | $55.3 萬 | 0.01% | −102−3.0% | 減碼 |
| Independent Financial Group, LLC | 3,355 | $55.4 萬 | 0.06% | −190−5.4% | 減碼 |
| Hartford Financial Management Inc. | 3,362 | $55.6 萬 | 0.14% | −17−0.5% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 3,380 | $55.8 萬 | 0.19% | −73−2.1% | 減碼 |
| Profit Investment Management, LLC | 3,376 | $55.8 萬 | 0.29% | 00.0% | 不變 |
| First Citizens Bank & Trust Co | 3,375 | $55.8 萬 | 0.03% | +116+3.6% | 加碼 |
| Sentinel Trust Co Lba | 3,379 | $55.8 萬 | 0.08% | +3,379 | 新進 |
| Marshall Wace North America L.P. | 3,401 | $56.2 萬 | 0.00% | +1,100+47.8% | 加碼 |
| Grove Bank & Trust | 3,415 | $56.4 萬 | 0.12% | −15−0.4% | 減碼 |
| Defined Wealth Management, LLC | 3,416 | $56.4 萬 | 0.50% | 00.0% | 不變 |
| Balentine LLC | 3,412 | $56.4 萬 | 0.02% | +187+5.8% | 加碼 |
| Old Mission Investment Co LLC | 3,437 | $56.8 萬 | 0.23% | +16+0.5% | 加碼 |
| SeaCrest Wealth Management, LLC | 3,436 | $56.8 萬 | 0.07% | −5,443−61.3% | 減碼 |
| Arkadios Wealth Advisors | 3,439 | $56.8 萬 | 0.07% | +68+2.0% | 加碼 |
| First Foundation Advisors | 3,438 | $56.8 萬 | 0.02% | +208+6.4% | 加碼 |
| BSW Wealth Partners | 3,468 | $57.3 萬 | 0.16% | +495+16.6% | 加碼 |
| Gitterman Wealth Management, LLC | 3,474 | $57.4 萬 | 0.46% | 00.0% | 不變 |
| Crescent Capital Consulting, LLC | 3,475 | $57.5 萬 | 0.11% | 00.0% | 不變 |
| PFG Advisors | 3,478 | $57.5 萬 | 0.07% | +403+13.1% | 加碼 |
| Ridgewood Investments LLC | 3,487 | $57.6 萬 | 0.37% | +250+7.7% | 加碼 |
| WMS Partners, LLC | 3,492 | $57.7 萬 | 0.09% | +2+0.1% | 加碼 |
| Barton Investment Management | 3,500 | $57.8 萬 | 0.05% | −125−3.4% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 3,517 | $58.1 萬 | 0.02% | −75−2.1% | 減碼 |
| Maryland Capital Management | 3,519 | $58.1 萬 | 0.04% | +495+16.4% | 加碼 |
| Sigma Investment Counselors Inc | 3,527 | $58.3 萬 | 0.04% | 00.0% | 不變 |
| Financial Management Network Inc | 3,473 | $58.5 萬 | 0.30% | +10.0% | 加碼 |
| Laurel Wealth Advisors, Inc. | 3,553 | $58.7 萬 | 0.08% | +10.0% | 加碼 |
| Semmax Financial Advisors Inc. | 3,551 | $58.7 萬 | 0.19% | +94+2.7% | 加碼 |
| Aspen Investment Management Inc | 3,588 | $59.3 萬 | 0.31% | 00.0% | 不變 |
| Doliver Advisors, LP | 3,601 | $59.5 萬 | 0.20% | −1,246−25.7% | 減碼 |
| Gotham Asset Management, LLC | 3,609 | $59.6 萬 | 0.03% | +2,160+149.1% | 加碼 |
| Hall Capital Management Co Inc | 3,605 | $59.6 萬 | 0.38% | +3,605 | 新進 |
| Altfest L J & Co Inc | 3,624 | $59.9 萬 | 0.13% | +2+0.1% | 加碼 |
| Ipswich Investment Management Co., Inc. | 3,646 | $60.2 萬 | 0.15% | 00.0% | 不變 |
| Philadelphia Trust Co | 3,645 | $60.2 萬 | 0.04% | +10+0.3% | 加碼 |
| Aries Wealth Management | 3,656 | $60.4 萬 | 0.26% | +145+4.1% | 加碼 |
| Bristol John W & Co Inc | 3,670 | $60.6 萬 | 0.01% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 3,682 | $60.8 萬 | 0.04% | −170−4.4% | 減碼 |
| Central Bank & Trust Co | 3,679 | $60.8 萬 | 0.10% | −42−1.1% | 減碼 |
| GYL Financial Synergies, LLC | 3,681 | $60.8 萬 | 0.31% | +10.0% | 加碼 |
| RB Capital Management, LLC | 3,679 | $60.8 萬 | 0.23% | +45+1.2% | 加碼 |
| Oakworth Capital, Inc. | 3,704 | $61.2 萬 | 0.06% | −40−1.1% | 減碼 |
| Sun Life Financial INC | 3,707 | $61.3 萬 | 0.03% | −490−11.7% | 減碼 |
| CX Institutional | 3,708 | $61.3 萬 | 0.05% | −381−9.3% | 減碼 |
| Equitable Holdings, Inc. | 3,709 | $61.3 萬 | 0.01% | +468+14.4% | 加碼 |
| Sutton Wealth Advisors Inc. | 3,743 | $61.8 萬 | 0.23% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 3,766 | $62.2 萬 | 0.42% | 00.0% | 不變 |
| Arrow Financial Corp | 3,770 | $62.4 萬 | 0.08% | 00.0% | 不變 |
| Accredited Investors Inc. | 3,779 | $62.4 萬 | 0.06% | +140+3.8% | 加碼 |
| Acropolis Investment Management, LLC | 3,801 | $62.8 萬 | 0.06% | −120−3.1% | 減碼 |
| LVW Advisors, LLC | 3,799 | $62.8 萬 | 0.11% | −109−2.8% | 減碼 |
| Weik Capital Management | 3,810 | $63.0 萬 | 0.25% | 00.0% | 不變 |
| MTM Investment Management, LLC | 3,816 | $63.1 萬 | 0.33% | 00.0% | 不變 |
| Optas, LLC | 3,828 | $63.3 萬 | 0.18% | −438−10.3% | 減碼 |
| Advisors Capital Management, LLC | 3,835 | $63.4 萬 | 0.02% | −43−1.1% | 減碼 |
| Stonebridge Capital Management Inc | 3,840 | $63.4 萬 | 0.23% | 00.0% | 不變 |
| Benin Management CORP | 3,857 | $63.7 萬 | 0.20% | 00.0% | 不變 |
| Chemung Canal Trust Co | 3,862 | $63.9 萬 | 0.12% | −305−7.3% | 減碼 |
| Meridian Wealth Management, LLC | 3,866 | $63.9 萬 | 0.08% | +492+14.6% | 加碼 |
| First City Capital Management, Inc. | 3,804 | $64.1 萬 | 0.35% | −737−16.2% | 減碼 |
| Merrion Investment Management Co, LLC | 3,891 | $64.3 萬 | 0.49% | 00.0% | 不變 |