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 |
|---|---|---|---|---|---|
| Trinity Legacy Partners, LLC | 3,732 | $64.4 萬 | 0.24% | 00.0% | 不變 |
| Saybrook Capital | 3,900 | $64.4 萬 | 0.18% | 00.0% | 不變 |
| Winton Group Ltd | 3,911 | $64.6 萬 | 0.03% | +412+11.8% | 加碼 |
| Leavell Investment Management, Inc. | 4,584 | $65.0 萬 | 0.05% | 00.0% | 不變 |
| VeraBank, N.A. | 3,943 | $65.1 萬 | 0.39% | 00.0% | 不變 |
| Baldwin Investment Management, LLC | 3,960 | $65.4 萬 | 0.11% | −250−5.9% | 減碼 |
| XR Securities LLC | 3,974 | $65.7 萬 | 0.55% | −1,146−22.4% | 減碼 |
| Ritholtz Wealth Management | 3,980 | $65.8 萬 | 0.05% | +980+32.7% | 加碼 |
| Prospera Financial Services Inc | 3,983 | $65.9 萬 | 0.03% | −352−8.1% | 減碼 |
| Beaumont Asset Management, L.L.C. | 3,997 | $66.0 萬 | 0.51% | +111+2.9% | 加碼 |
| Birinyi Associates Inc | 4,031 | $66.6 萬 | 0.23% | −600−13.0% | 減碼 |
| LGL Partners, LLC | 4,042 | $66.8 萬 | 0.40% | −88−2.1% | 減碼 |
| Centerpoint Advisors, LLC | 4,057 | $67.0 萬 | 0.32% | +2,039+101.0% | 加碼 |
| Princeton Global Asset Management LLC | 4,067 | $67.2 萬 | 0.20% | 00.0% | 不變 |
| Cary Street Partners Asset Management LLC | 4,073 | $67.3 萬 | 0.16% | −55,183−93.1% | 減碼 |
| Strategy Asset Managers LLC | 4,076 | $67.4 萬 | 0.14% | +1,171+40.3% | 加碼 |
| Symphony Financial, Ltd. Co. | 4,085 | $67.5 萬 | 0.23% | −204−4.8% | 減碼 |
| Kovack Advisors, Inc. | 4,103 | $67.8 萬 | 0.08% | +283+7.4% | 加碼 |
| Golden State Wealth Management, LLC | 4,114 | $68.0 萬 | 0.15% | +12+0.3% | 加碼 |
| Hills Bank & Trust Co | 4,133 | $68.3 萬 | 0.10% | 00.0% | 不變 |
| Strategic Investment Advisors | 4,146 | $68.5 萬 | 0.16% | +1,225+41.9% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 4,151 | $68.6 萬 | 0.14% | −393−8.6% | 減碼 |
| Somerville Kurt F | 4,150 | $68.6 萬 | 0.10% | −150−3.5% | 減碼 |
| Intersect Capital LLC | 4,172 | $68.9 萬 | 0.12% | +287+7.4% | 加碼 |
| Trillium Asset Management, LLC | 4,208 | $69.5 萬 | 0.02% | +2,436+137.5% | 加碼 |
| Spire Wealth Management | 4,215 | $69.7 萬 | 0.02% | −3,674−46.6% | 減碼 |
| Bond & Devick Financial Network, Inc. | 4,219 | $69.7 萬 | 0.57% | −100−2.3% | 減碼 |
| Brighton Jones LLC | 4,227 | $69.8 萬 | 0.04% | −1,065−20.1% | 減碼 |
| Atlas Brown,Inc. | 4,227 | $69.8 萬 | 0.30% | 00.0% | 不變 |
| SkyView Investment Advisors, LLC | 4,956 | $70.1 萬 | 0.33% | 00.0% | 不變 |
| Estabrook Capital Management | 4,255 | $70.3 萬 | 0.11% | −100−2.3% | 減碼 |
| Pekin Hardy Strauss, Inc. | 4,258 | $70.4 萬 | 0.10% | −20−0.5% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,282 | $70.8 萬 | 0.17% | −13−0.3% | 減碼 |
| Platform Technology Partners | 4,286 | $70.8 萬 | 0.29% | +4,286 | 新進 |
| Lyell Wealth Management, LP | 4,305 | $71.1 萬 | 0.09% | +86+2.0% | 加碼 |
| Deseret Mutual Benefit Administrators | 4,308 | $71.2 萬 | 0.17% | +4,308 | 新進 |
| Robertson Stephens Wealth Management, LLC | 4,331 | $71.5 萬 | 0.09% | −618−12.5% | 減碼 |
| Hoylecohen, LLC | 4,359 | $72.0 萬 | 0.07% | 00.0% | 不變 |
| IFG Advisors, LLC | 4,357 | $72.0 萬 | 0.34% | +12+0.3% | 加碼 |
| Brooks, Moore & Associates, Inc. | 4,364 | $72.1 萬 | 0.46% | 00.0% | 不變 |
| IFP Advisors, Inc | 4,389 | $72.7 萬 | 0.02% | +343+8.5% | 加碼 |
| Edmond de Rothschild Holding S.A. | 4,401 | $72.7 萬 | 0.02% | +1,518+52.7% | 加碼 |
| GFG Capital, LLC | 4,406 | $72.8 萬 | 0.22% | 00.0% | 不變 |
| KB Financial Partners, LLC | 4,431 | $73.2 萬 | 0.28% | +446+11.2% | 加碼 |
| Moneta Group Investment Advisors LLC | 4,460 | $73.7 萬 | 0.03% | +289+6.9% | 加碼 |
| Cypress Wealth Services, LLC | 4,465 | $73.8 萬 | 0.20% | +22+0.5% | 加碼 |
| Koshinski Asset Management, Inc. | 4,478 | $74.0 萬 | 0.09% | −568−11.3% | 減碼 |
| Exane Derivatives | 4,292 | $74.1 萬 | 0.17% | +4,292 | 新進 |
| Fort Pitt Capital Group, LLC | 4,495 | $74.3 萬 | 0.03% | −473−9.5% | 減碼 |
| TCI Wealth Advisors, Inc. | 4,499 | $74.3 萬 | 0.13% | −142−3.1% | 減碼 |
| Spinnaker Trust | 4,498 | $74.3 萬 | 0.05% | −22−0.5% | 減碼 |
| Allegheny Financial Group LTD | 4,498 | $74.3 萬 | 0.34% | +45+1.0% | 加碼 |
| Prelude Capital Management, LLC | 4,523 | $74.7 萬 | 0.04% | +2,233+97.5% | 加碼 |
| First National Bank of Hutchinson | 4,557 | $75.3 萬 | 0.39% | +145+3.3% | 加碼 |
| Boston Financial Mangement LLC | 4,563 | $75.4 萬 | 0.03% | −345−7.0% | 減碼 |
| Sargent Investment Group, LLC | 4,584 | $75.7 萬 | 0.18% | 00.0% | 不變 |
| Legacy Advisors, LLC | 4,596 | $75.9 萬 | 0.31% | 00.0% | 不變 |
| Aspiriant, LLC | 4,616 | $76.1 萬 | 0.04% | −9−0.2% | 減碼 |
| Steel Peak Wealth Management LLC | 4,622 | $76.4 萬 | 0.06% | −1,120−19.5% | 減碼 |
| Schulhoff & Co Inc | 4,625 | $76.4 萬 | 0.34% | −25−0.5% | 減碼 |
| YorkBridge Wealth Partners, LLC | 4,658 | $77.0 萬 | 0.20% | −99−2.1% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 4,660 | $77.0 萬 | 0.05% | −13−0.3% | 減碼 |
| Marino, Stram & Associates LLC | 4,658 | $77.0 萬 | 0.20% | +2,996+180.3% | 加碼 |
| Flputnam Investment Management Co | 4,685 | $77.4 萬 | 0.03% | −7,600−61.9% | 減碼 |
| Tufton Capital Management | 4,735 | $78.2 萬 | 0.13% | 00.0% | 不變 |
| Park Avenue Securities LLC | 4,735 | $78.2 萬 | 0.02% | +414+9.6% | 加碼 |
| Asset Management Corp | 4,738 | $78.3 萬 | 0.51% | −1,246−20.8% | 減碼 |
| We Are One Seven, LLC | 4,742 | $78.4 萬 | 0.11% | +507+12.0% | 加碼 |
| Leonteq Securities AG | 4,773 | $78.9 萬 | 0.06% | −194−3.9% | 減碼 |
| Aft, Forsyth & Company, Inc. | 4,786 | $79.1 萬 | 0.42% | −75−1.5% | 減碼 |
| S.A. Mason LLC | 4,794 | $79.2 萬 | 0.54% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 4,797 | $79.3 萬 | 0.05% | +4+0.1% | 加碼 |
| Verition Fund Management LLC | 4,813 | $79.5 萬 | 0.01% | −1,636−25.4% | 減碼 |
| Alhambra Investment Partners LLC | 4,828 | $79.8 萬 | 0.60% | 00.0% | 不變 |
| Madison Asset Management, LLC | 4,848 | $80.1 萬 | 0.01% | +9+0.2% | 加碼 |
| WBH Advisory Inc | 4,657 | $80.4 萬 | 0.12% | −48−1.0% | 減碼 |
| Domani Wealth, LLC | 4,883 | $80.7 萬 | 0.16% | −3,000−38.1% | 減碼 |
| Bedel Financial Consulting, Inc. | 4,929 | $81.4 萬 | 0.28% | −19−0.4% | 減碼 |
| GoalVest Advisory LLC | 4,928 | $81.4 萬 | 0.51% | +878+21.7% | 加碼 |
| Evanson Asset Management, LLC | 4,930 | $81.5 萬 | 0.08% | −67−1.3% | 減碼 |
| Baker Avenue Asset Management, LP | 4,943 | $81.6 萬 | 0.05% | +407+9.0% | 加碼 |
| Mission Wealth Management, LP | 4,947 | $81.7 萬 | 0.04% | −176−3.4% | 減碼 |
| Diligent Investors, LLC | 4,943 | $81.7 萬 | 0.28% | −40−0.8% | 減碼 |
| Baker Tilly Wealth Management, LLC | 4,958 | $81.9 萬 | 0.13% | +328+7.1% | 加碼 |
| Sippican Capital Advisors | 4,977 | $82.2 萬 | 0.72% | −25−0.5% | 減碼 |
| Ameritas Investment Company, LLC | 3,264 | $82.3 萬 | 0.04% | −1,291−28.3% | 減碼 |
| Papp L Roy & Associates | 4,995 | $82.5 萬 | 0.10% | 00.0% | 不變 |
| Segall Bryant & Hamill, LLC | 4,995 | $82.6 萬 | 0.01% | +251+5.3% | 加碼 |
| Arabesque Asset Management Ltd | 5,000 | $82.6 萬 | 0.35% | +5,000 | 新進 |
| Linscomb & Williams, Inc. | 5,020 | $82.9 萬 | 0.04% | +244+5.1% | 加碼 |
| Parkside Financial Bank & Trust | 5,025 | $83.0 萬 | 0.24% | −1,618−24.4% | 減碼 |
| Red Cedar Capital, LLC | 5,041 | $83.3 萬 | 0.52% | 00.0% | 不變 |
| Manchester Capital Management LLC | 5,047 | $83.4 萬 | 0.11% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 5,054 | $83.5 萬 | 0.09% | −16−0.3% | 減碼 |
| Levin Capital Strategies, L.P. | 5,064 | $83.7 萬 | 0.09% | −1,000−16.5% | 減碼 |
| Strategic Advisors LLC | 5,082 | $83.9 萬 | 0.22% | −69−1.3% | 減碼 |
| Wealthsource Partners, LLC | 5,087 | $84.1 萬 | 0.07% | +1,314+34.8% | 加碼 |
| Pflug Koory, LLC | 5,103 | $84.3 萬 | 0.44% | +250+5.2% | 加碼 |
| Morse Asset Management, Inc | 5,140 | $84.9 萬 | 0.21% | 00.0% | 不變 |
| Leisure Capital Management | 5,165 | $85.3 萬 | 0.48% | −6−0.1% | 減碼 |