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 |
|---|---|---|---|---|---|
| Karpas Strategies, LLC | 7,950 | $131.4 萬 | 0.47% | 00.0% | 不變 |
| Howard Capital Management Group, LLC | 7,939 | $131.2 萬 | 0.12% | 00.0% | 不變 |
| Pitcairn Co | 7,931 | $131.0 萬 | 0.09% | −297−3.6% | 減碼 |
| Insight Advisors, LLC | 7,708 | $130.5 萬 | 0.41% | −187−2.4% | 減碼 |
| Empirical Finance, LLC | 7,877 | $130.2 萬 | 0.21% | +1,094+16.1% | 加碼 |
| Jeereddi Investments, LP | 7,843 | $129.6 萬 | 1.09% | −3,257−29.3% | 減碼 |
| Smithfield Trust Co | 7,838 | $129.5 萬 | 0.09% | −1,326−14.5% | 減碼 |
| Resources Investment Advisors, LLC. | 7,766 | $128.3 萬 | 0.05% | +950+13.9% | 加碼 |
| Moloney Securities Asset Management, LLC | 7,744 | $128.0 萬 | 0.23% | 00.0% | 不變 |
| Amica Retiree Medical Trust | 7,738 | $127.9 萬 | 0.81% | −4,390−36.2% | 減碼 |
| Beach Investment Counsel Inc | 7,733 | $127.8 萬 | 0.11% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 7,664 | $126.6 萬 | 0.33% | +492+6.9% | 加碼 |
| Orrstown Financial Services Inc | 7,576 | $126.5 萬 | 1.83% | −399−5.0% | 減碼 |
| Conning Inc. | 7,651 | $126.4 萬 | 0.04% | −1,043−12.0% | 減碼 |
| Lazard Freres Gestion S.A.S. | 9,085 | $125.9 萬 | 0.04% | 00.0% | 不變 |
| Compagnie Lombard Odier SCmA | 7,602 | $125.7 萬 | 0.03% | +3,122+69.7% | 加碼 |
| Moors & Cabot, Inc. | 7,568 | $125.1 萬 | 0.09% | +156+2.1% | 加碼 |
| Investors Asset Management of Georgia Inc | 7,565 | $125.0 萬 | 0.67% | −300−3.8% | 減碼 |
| Joel Isaacson & Co., LLC | 7,551 | $124.8 萬 | 0.10% | +356+4.9% | 加碼 |
| Western Wealth Management, LLC | 7,561 | $124.2 萬 | 0.13% | +418+5.9% | 加碼 |
| Piscataqua Savings Bank | 7,502 | $123.9 萬 | 1.06% | +62+0.8% | 加碼 |
| Beacon Financial Group | 7,300 | $123.3 萬 | 0.18% | −3,571−32.8% | 減碼 |
| Integrated Wealth Concepts LLC | 7,456 | $123.2 萬 | 0.04% | +233+3.2% | 加碼 |
| Fort Point Capital Partners LLC | 7,412 | $122.5 萬 | 0.24% | 00.0% | 不變 |
| Connolly Sarah T. | 7,375 | $121.9 萬 | 1.00% | +175+2.4% | 加碼 |
| Evergreen Capital Management LLC | 7,372 | $121.8 萬 | 0.06% | −107−1.4% | 減碼 |
| Investment House LLC | 7,375 | $121.8 萬 | 0.09% | 00.0% | 不變 |
| Cerity Partners LLC | 7,354 | $121.5 萬 | 0.03% | +167+2.3% | 加碼 |
| Crestwood Advisors Group LLC | 7,337 | $121.2 萬 | 0.04% | −36−0.5% | 減碼 |
| Van Cleef Asset Management,Inc | 7,302 | $120.7 萬 | 0.18% | −120−1.6% | 減碼 |
| Coastline Trust Co | 7,300 | $120.6 萬 | 0.15% | −220−2.9% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 7,295 | $120.5 萬 | 0.39% | +4,843+197.5% | 加碼 |
| Becker Capital Management Inc | 7,286 | $120.4 萬 | 0.05% | +144+2.0% | 加碼 |
| YHB Investment Advisors, Inc. | 7,270 | $120.1 萬 | 0.10% | −25−0.3% | 減碼 |
| Mutual Advisors, LLC | 7,268 | $120.1 萬 | 0.07% | +125+1.7% | 加碼 |
| Trust Co of Toledo NA | 7,215 | $119.2 萬 | 0.20% | −8−0.1% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 7,209 | $119.1 萬 | 0.32% | −97−1.3% | 減碼 |
| Bank of Hawaii | 7,200 | $119.0 萬 | 0.07% | −829−10.3% | 減碼 |
| Financial Counselors Inc | 7,196 | $118.9 萬 | 0.03% | +112+1.6% | 加碼 |
| Level Four Advisory Services, LLC | 7,099 | $117.3 萬 | 0.08% | +2,515+54.9% | 加碼 |
| Duff & Phelps Investment Management Co | 7,090 | $117.1 萬 | 0.02% | −625−8.1% | 減碼 |
| Van Strum & Towne Inc. | 7,090 | $117.1 萬 | 0.56% | 00.0% | 不變 |
| Cullen Capital Management LLC | 7,083 | $117.0 萬 | 0.01% | +697+10.9% | 加碼 |
| Orion Portfolio Solutions, LLC | 7,049 | $116.5 萬 | 0.05% | +1,857+35.8% | 加碼 |
| Global Retirement Partners, LLC | 7,018 | $116.0 萬 | 0.12% | −288−3.9% | 減碼 |
| Regent Investment Management LLC | 7,011 | $115.8 萬 | 0.27% | 00.0% | 不變 |
| Capital Management Associates | 7,002 | $115.7 萬 | 1.11% | −100−1.4% | 減碼 |
| Fukoku Mutual Life Insurance Co | 7,000 | $115.7 萬 | 0.09% | +3,000+75.0% | 加碼 |
| Bridgewater Advisors Inc. | 6,940 | $114.7 萬 | 0.36% | +1,170+20.3% | 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 |
| 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 |
| Taylor, Cottrill, Erickson & Associates, Inc. | 6,854 | $113.2 萬 | 0.16% | −4−0.1% | 減碼 |
| J.W. Cole Advisors, Inc. | 6,807 | $112.5 萬 | 0.09% | +279+4.3% | 加碼 |
| Mark Stevens | 6,794 | $112.3 萬 | 0.12% | +801+13.4% | 加碼 |
| Lee Danner & Bass Inc | 6,793 | $112.2 萬 | 0.10% | 00.0% | 不變 |
| 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 |
| Game Plan Financial Advisors, LLC | 6,730 | $111.2 萬 | 0.66% | −25−0.4% | 減碼 |
| KWB Wealth | 7,765 | $109.8 萬 | 0.21% | 00.0% | 不變 |
| Signaturefd, LLC | 6,639 | $109.7 萬 | 0.04% | +640+10.7% | 加碼 |
| Arete Wealth Advisors, LLC | 7,161 | $109.6 萬 | 0.15% | −9−0.1% | 減碼 |
| Arjuna Capital | 6,597 | $109.0 萬 | 0.47% | +6,597 | 新進 |
| 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 |
| Sentry Investment Management LLC | 6,585 | $108.8 萬 | 0.28% | 00.0% | 不變 |
| Legacy Wealth Asset Management, LLC | 6,569 | $108.5 萬 | 0.48% | −75−1.1% | 減碼 |
| 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 |
| Traverso Chambers Private Wealth Management, LLC | 6,516 | $107.7 萬 | 0.34% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 6,517 | $107.6 萬 | 0.08% | −252−3.7% | 減碼 |
| Berkshire Bank | 6,493 | $107.3 萬 | 0.26% | +74+1.2% | 加碼 |
| Wade G W & Inc | 6,443 | $106.5 萬 | 0.05% | −320−4.7% | 減碼 |
| Insight Wealth Strategies, LLC | 6,420 | $106.1 萬 | 0.15% | −231−3.5% | 減碼 |
| Compton Capital Management Inc | 6,400 | $105.7 萬 | 0.31% | −50−0.8% | 減碼 |
| Little House Capital LLC | 6,391 | $105.6 萬 | 0.57% | +6,391 | 新進 |
| Aurora Private Wealth, Inc. | 6,362 | $105.1 萬 | 0.42% | +210+3.4% | 加碼 |
| Symmetry Partners, LLC | 6,350 | $104.9 萬 | 0.07% | 00.0% | 不變 |
| Duality Advisers, LP | 6,290 | $103.9 萬 | 0.09% | +3,833+156.0% | 加碼 |
| Wesbanco Bank Inc | 6,283 | $103.8 萬 | 0.04% | −1,050−14.3% | 減碼 |
| Icon Wealth Partners, LLC | 6,277 | $103.7 萬 | 0.11% | −249−3.8% | 減碼 |
| Usca Ria LLC | 6,264 | $103.5 萬 | 0.06% | −43−0.7% | 減碼 |
| Bigelow Investment Advisors, LLC | 6,241 | $103.1 萬 | 0.50% | 00.0% | 不變 |
| Parisi Gray Wealth Management | 6,232 | $103.0 萬 | 0.38% | +16+0.3% | 加碼 |
| Ledyard National Bank | 6,226 | $102.9 萬 | 0.11% | −259−4.0% | 減碼 |
| Commerzbank Aktiengesellschaft | 6,210 | $102.6 萬 | 0.07% | −500−7.5% | 減碼 |
| WealthTrust Axiom LLC | 6,114 | $101.0 萬 | 0.32% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 6,107 | $100.9 萬 | 0.03% | +154+2.6% | 加碼 |
| Plimoth Trust Co LLC | 6,088 | $100.6 萬 | 0.28% | −435−6.7% | 減碼 |
| Monte Financial Group, LLC | 6,085 | $100.5 萬 | 0.57% | −979−13.9% | 減碼 |
| RFG Advisory, LLC | 6,077 | $100.4 萬 | 0.09% | −557−8.4% | 減碼 |
| Burke & Herbert Bank & Trust Co | 6,072 | $100.3 萬 | 0.64% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 6,030 | $99.6 萬 | 0.12% | −680−10.1% | 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 |
| 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 |
| 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 |