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 |
|---|---|---|---|---|---|
| Resource Management, LLC | 5,160 | $85.3 萬 | 0.10% | +1,502+41.1% | 加碼 |
| Garde Capital, Inc. | 5,169 | $85.4 萬 | 0.09% | 00.0% | 不變 |
| Prescott Group Capital Management, L.L.C. | 5,200 | $85.7 萬 | 0.24% | 00.0% | 不變 |
| TownSquare Capital, LLC | 5,097 | $86.4 萬 | 0.03% | −146−2.8% | 減碼 |
| Transform Wealth, LLC | 5,233 | $86.5 萬 | 0.11% | −789−13.1% | 減碼 |
| Personal Cfo Solutions, LLC | 5,240 | $86.6 萬 | 0.18% | +77+1.5% | 加碼 |
| Constitution Capital LLC | 5,250 | $86.7 萬 | 0.53% | −100−1.9% | 減碼 |
| Jennison Associates LLC | 5,253 | $86.8 萬 | 0.00% | −557−9.6% | 減碼 |
| V Wealth Advisors LLC | 5,279 | $87.2 萬 | 0.14% | +538+11.3% | 加碼 |
| Boenning & Scattergood, Inc. | 5,356 | $88.5 萬 | 0.15% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 5,359 | $88.5 萬 | 0.12% | −1,773−24.9% | 減碼 |
| Barings LLC | 5,371 | $88.7 萬 | 0.02% | −570−9.6% | 減碼 |
| Sequoia Financial Advisors, LLC | 5,372 | $88.8 萬 | 0.03% | +376+7.5% | 加碼 |
| Tiedemann Advisors, LLC | 5,377 | $88.9 萬 | 0.04% | −75−1.4% | 減碼 |
| Westwood Management Corp | 5,400 | $89.2 萬 | 0.07% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 5,430 | $89.7 萬 | 0.04% | +89+1.7% | 加碼 |
| Birch Hill Investment Advisors LLC | 5,450 | $90.1 萬 | 0.05% | 00.0% | 不變 |
| Sargent Bickham Lagudis LLC | 5,465 | $90.3 萬 | 0.07% | −321−5.5% | 減碼 |
| Ballentine Partners, LLC | 5,540 | $91.5 萬 | 0.03% | +311+5.9% | 加碼 |
| Laffer Tengler Investments | 5,550 | $91.7 萬 | 0.34% | −1,542−21.7% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 5,565 | $92.0 萬 | 0.08% | +601+12.1% | 加碼 |
| Lake Street Advisors Group, LLC | 5,487 | $92.5 萬 | 0.07% | +40+0.7% | 加碼 |
| Derbend Asset Management | 5,600 | $92.5 萬 | 0.86% | +5,600 | 新進 |
| Thomas White International Ltd | 5,678 | $93.8 萬 | 0.13% | 00.0% | 不變 |
| Veritas Investment Partners (UK) Ltd. | 5,690 | $94.0 萬 | 0.03% | −60−1.0% | 減碼 |
| Kingsview Wealth Management, LLC | 5,664 | $94.6 萬 | 0.05% | +493+9.5% | 加碼 |
| First National Bank of South Miami | 5,748 | $95.0 萬 | 0.65% | +74+1.3% | 加碼 |
| Pecaut & Co. | 5,767 | $95.3 萬 | 0.62% | 00.0% | 不變 |
| Private Trust Co NA | 5,802 | $95.9 萬 | 0.15% | −285−4.7% | 減碼 |
| BNC Wealth Management, LLC | 5,805 | $95.9 萬 | 0.58% | +5,805 | 新進 |
| TCTC Holdings, LLC | 5,809 | $96.0 萬 | 0.04% | 00.0% | 不變 |
| USA Financial Portformulas Corp | 5,835 | $96.4 萬 | 0.81% | −3,460−37.2% | 減碼 |
| Oldfather Financial Services, LLC | 5,695 | $96.5 萬 | 0.53% | 00.0% | 不變 |
| Principle Wealth Partners LLC | 5,844 | $96.6 萬 | 0.11% | +100+1.7% | 加碼 |
| Inscription Capital, LLC | 5,844 | $96.6 萬 | 0.11% | +5,844 | 新進 |
| Spears Abacus Advisors LLC | 5,853 | $96.7 萬 | 0.07% | 00.0% | 不變 |
| NBT Bank N A | 5,856 | $96.8 萬 | 0.13% | −55−0.9% | 減碼 |
| Beaton Management Co. Inc. | 7,203 | $96.9 萬 | 0.62% | +2,747+61.6% | 加碼 |
| Greystone Financial Group, LLC | 5,891 | $97.3 萬 | 0.24% | +190+3.3% | 加碼 |
| S&CO Inc | 5,900 | $97.4 萬 | 0.08% | 00.0% | 不變 |
| Capital One Financial Corp | 5,905 | $97.6 萬 | 0.12% | 00.0% | 不變 |
| Wealth Alliance | 5,911 | $97.7 萬 | 0.23% | +611+11.5% | 加碼 |
| Stableford Capital II LLC | 5,929 | $98.0 萬 | 0.47% | −8,874−59.9% | 減碼 |
| Trust Asset Management LLC | 5,950 | $98.3 萬 | 0.13% | +674+12.8% | 加碼 |
| Clarius Group, LLC | 5,955 | $98.4 萬 | 0.09% | +98+1.7% | 加碼 |
| Boyar Asset Management Inc. | 5,968 | $98.6 萬 | 0.64% | 00.0% | 不變 |
| Resources Management Corp | 5,973 | $98.7 萬 | 0.14% | 00.0% | 不變 |
| Sage Rhino Capital LLC | 5,987 | $98.9 萬 | 0.29% | −879−12.8% | 減碼 |
| Laurel Wealth Advisors LLC | 5,984 | $98.9 萬 | 0.22% | −25−0.4% | 減碼 |
| Capital Wealth Planning, LLC | 5,995 | $99.1 萬 | 0.03% | −500−7.7% | 減碼 |
| Weil Company, Inc. | 6,000 | $99.1 萬 | 0.50% | 00.0% | 不變 |
| Vectors Research Management, LLC | 6,006 | $99.2 萬 | 0.25% | −27−0.4% | 減碼 |
| HNP Capital LLC | 6,006 | $99.2 萬 | 0.26% | −27−0.4% | 減碼 |
| Telemus Capital, LLC | 6,019 | $99.5 萬 | 0.07% | 00.0% | 不變 |
| Doyle Wealth Management | 6,021 | $99.5 萬 | 0.08% | +257+4.5% | 加碼 |
| Checchi Capital Advisers, LLC | 6,030 | $99.6 萬 | 0.12% | −680−10.1% | 減碼 |
| Burke & Herbert Bank & Trust Co | 6,072 | $100.3 萬 | 0.64% | 00.0% | 不變 |
| RFG Advisory, LLC | 6,077 | $100.4 萬 | 0.09% | −557−8.4% | 減碼 |
| Monte Financial Group, LLC | 6,085 | $100.5 萬 | 0.57% | −979−13.9% | 減碼 |
| Plimoth Trust Co LLC | 6,088 | $100.6 萬 | 0.28% | −435−6.7% | 減碼 |
| Capital Investment Advisors, LLC | 6,107 | $100.9 萬 | 0.03% | +154+2.6% | 加碼 |
| WealthTrust Axiom LLC | 6,114 | $101.0 萬 | 0.32% | 00.0% | 不變 |
| Commerzbank Aktiengesellschaft | 6,210 | $102.6 萬 | 0.07% | −500−7.5% | 減碼 |
| Ledyard National Bank | 6,226 | $102.9 萬 | 0.11% | −259−4.0% | 減碼 |
| Parisi Gray Wealth Management | 6,232 | $103.0 萬 | 0.38% | +16+0.3% | 加碼 |
| Bigelow Investment Advisors, LLC | 6,241 | $103.1 萬 | 0.50% | 00.0% | 不變 |
| Usca Ria LLC | 6,264 | $103.5 萬 | 0.06% | −43−0.7% | 減碼 |
| Icon Wealth Partners, LLC | 6,277 | $103.7 萬 | 0.11% | −249−3.8% | 減碼 |
| Wesbanco Bank Inc | 6,283 | $103.8 萬 | 0.04% | −1,050−14.3% | 減碼 |
| Duality Advisers, LP | 6,290 | $103.9 萬 | 0.09% | +3,833+156.0% | 加碼 |
| Symmetry Partners, LLC | 6,350 | $104.9 萬 | 0.07% | 00.0% | 不變 |
| Aurora Private Wealth, Inc. | 6,362 | $105.1 萬 | 0.42% | +210+3.4% | 加碼 |
| Little House Capital LLC | 6,391 | $105.6 萬 | 0.57% | +6,391 | 新進 |
| Compton Capital Management Inc | 6,400 | $105.7 萬 | 0.31% | −50−0.8% | 減碼 |
| Insight Wealth Strategies, LLC | 6,420 | $106.1 萬 | 0.15% | −231−3.5% | 減碼 |
| Wade G W & Inc | 6,443 | $106.5 萬 | 0.05% | −320−4.7% | 減碼 |
| Berkshire Bank | 6,493 | $107.3 萬 | 0.26% | +74+1.2% | 加碼 |
| Belpointe Asset Management LLC | 6,517 | $107.6 萬 | 0.08% | −252−3.7% | 減碼 |
| Traverso Chambers Private Wealth Management, LLC | 6,516 | $107.7 萬 | 0.34% | 00.0% | 不變 |
| ARGI Investment Services, LLC | 6,535 | $108.0 萬 | 0.04% | +961+17.2% | 加碼 |
| Meristem Family Wealth, LLC | 6,539 | $108.0 萬 | 0.17% | +1,256+23.8% | 加碼 |
| Legacy Wealth Asset Management, LLC | 6,569 | $108.5 萬 | 0.48% | −75−1.1% | 減碼 |
| Sentry Investment Management LLC | 6,585 | $108.8 萬 | 0.28% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 6,591 | $108.9 萬 | 0.12% | +232+3.6% | 加碼 |
| Sunflower Bank, N.A. | 6,594 | $108.9 萬 | 0.17% | +315+5.0% | 加碼 |
| Arjuna Capital | 6,597 | $109.0 萬 | 0.47% | +6,597 | 新進 |
| Arete Wealth Advisors, LLC | 7,161 | $109.6 萬 | 0.15% | −9−0.1% | 減碼 |
| Signaturefd, LLC | 6,639 | $109.7 萬 | 0.04% | +640+10.7% | 加碼 |
| KWB Wealth | 7,765 | $109.8 萬 | 0.21% | 00.0% | 不變 |
| Game Plan Financial Advisors, LLC | 6,730 | $111.2 萬 | 0.66% | −25−0.4% | 減碼 |
| McAdam, LLC | 6,487 | $111.5 萬 | 0.13% | −572−8.1% | 減碼 |
| Walleye Capital LLC | 6,748 | $111.5 萬 | 0.04% | +1,352+25.1% | 加碼 |
| Lee Danner & Bass Inc | 6,793 | $112.2 萬 | 0.10% | 00.0% | 不變 |
| Mark Stevens | 6,794 | $112.3 萬 | 0.12% | +801+13.4% | 加碼 |
| J.W. Cole Advisors, Inc. | 6,807 | $112.5 萬 | 0.09% | +279+4.3% | 加碼 |
| Taylor, Cottrill, Erickson & Associates, Inc. | 6,854 | $113.2 萬 | 0.16% | −4−0.1% | 減碼 |
| Braun Stacey Associates Inc | 6,900 | $114.0 萬 | 0.04% | +1,175+20.5% | 加碼 |
| Kore Private Wealth LLC | 6,900 | $114.0 萬 | 0.13% | +3,023+78.0% | 加碼 |
| Citadel Investment Advisory, Inc. | 6,938 | $114.6 萬 | 0.71% | 00.0% | 不變 |
| Veracity Capital LLC | 6,933 | $114.6 萬 | 0.27% | +10+0.1% | 加碼 |