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 |
|---|---|---|---|---|---|
| Optimum Investment Advisors | 2,100 | $34.7 萬 | 0.11% | −500−19.2% | 減碼 |
| Cape Ann Savings Bank | 2,100 | $34.7 萬 | 0.22% | 00.0% | 不變 |
| Knightsbridge Asset Management, LLC | 2,101 | $34.7 萬 | 0.13% | +193+10.1% | 加碼 |
| Capital Analysts, LLC | 2,093 | $34.6 萬 | 0.02% | +172+9.0% | 加碼 |
| Davidson Trust Co | 2,088 | $34.5 萬 | 0.27% | 00.0% | 不變 |
| Comerica Securities,inc. | 2,086 | $34.5 萬 | 0.03% | +196+10.4% | 加碼 |
| Convergence Investment Partners, LLC | 2,080 | $34.4 萬 | 0.15% | −94−4.3% | 減碼 |
| Engine No. 1 LLC | 2,074 | $34.3 萬 | 0.09% | +2,074 | 新進 |
| Voya Financial Advisors, Inc. | 2,085 | $34.2 萬 | 0.04% | −6,281−75.1% | 減碼 |
| Truadvice, LLC | 1,977 | $34.2 萬 | 0.07% | +22+1.1% | 加碼 |
| Charles Schwab Trust Co | 2,050 | $33.9 萬 | 0.07% | 00.0% | 不變 |
| Greylin Investment Mangement Inc | 2,050 | $33.9 萬 | 0.07% | 00.0% | 不變 |
| Pacitti Group Inc. | 2,051 | $33.8 萬 | 0.20% | +10.0% | 加碼 |
| Oliver Luxxe Assets LLC | 2,041 | $33.7 萬 | 0.09% | 00.0% | 不變 |
| Waddell & Associates, LLC | 2,042 | $33.7 萬 | 0.06% | +2,042 | 新進 |
| Liberty Wealth Management LLC | 2,030 | $33.5 萬 | 0.13% | −130−6.0% | 減碼 |
| Kimelman & Baird, LLC | 2,029 | $33.5 萬 | 0.03% | +2,029 | 新進 |
| Fiducient Advisors LLC | 2,012 | $33.2 萬 | 0.10% | −600−23.0% | 減碼 |
| Solitude Financial Services | 1,997 | $33.0 萬 | 0.24% | −13,031−86.7% | 減碼 |
| Physicians Financial Services, Inc. | 2,000 | $33.0 萬 | 0.14% | 00.0% | 不變 |
| Harbor Advisors LLC | 2,000 | $33.0 萬 | 0.07% | 00.0% | 不變 |
| BDO Wealth Advisors, LLC | 1,994 | $32.9 萬 | 0.04% | 00.0% | 不變 |
| InterOcean Capital Group, LLC | 1,994 | $32.9 萬 | 0.02% | 00.0% | 不變 |
| Americana Partners, LLC | 1,996 | $32.9 萬 | 0.17% | +1,996 | 新進 |
| Toth Financial Advisory Corp | 1,985 | $32.8 萬 | 0.05% | +3+0.2% | 加碼 |
| GW Henssler & Associates Ltd | 1,979 | $32.7 萬 | 0.02% | −150−7.0% | 減碼 |
| MCF Advisors LLC | 1,977 | $32.7 萬 | 0.03% | −4−0.2% | 減碼 |
| Penserra Capital Management LLC | 1,977 | $32.6 萬 | 0.01% | +449+29.4% | 加碼 |
| Stratos Wealth Advisors, LLC | 1,959 | $32.4 萬 | 0.03% | −59−2.9% | 減碼 |
| Hallmark Capital Management Inc | 1,955 | $32.3 萬 | 0.03% | 00.0% | 不變 |
| Laidlaw Wealth Management LLC | 1,952 | $32.3 萬 | 0.08% | +1,952 | 新進 |
| Weybosset Research & Management LLC | 1,950 | $32.2 萬 | 0.13% | +150+8.3% | 加碼 |
| Dearborn Partners LLC | 1,935 | $32.0 萬 | 0.01% | 00.0% | 不變 |
| Aspire Private Capital, LLC | 1,939 | $32.0 萬 | 0.10% | +621+47.1% | 加碼 |
| Probity Advisors, Inc. | 1,934 | $31.9 萬 | 0.07% | −92−4.5% | 減碼 |
| Independent Family Office, LLC | 1,932 | $31.9 萬 | 0.12% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 1,930 | $31.9 萬 | 0.05% | +1+0.1% | 加碼 |
| Integrated Advisors Network LLC | 1,928 | $31.9 萬 | 0.02% | +321+20.0% | 加碼 |
| Washington Trust Bank | 1,925 | $31.8 萬 | 0.04% | −48−2.4% | 減碼 |
| Accuvest Global Advisors | 1,917 | $31.7 萬 | 0.16% | −3,931−67.2% | 減碼 |
| Aptus Capital Advisors, LLC | 1,917 | $31.7 萬 | 0.01% | +101+5.6% | 加碼 |
| FinTrust Capital Advisors, LLC | 1,919 | $31.7 萬 | 0.08% | +231+13.7% | 加碼 |
| Private Capital Management LLC | 1,913 | $31.6 萬 | 0.14% | +19+1.0% | 加碼 |
| Royal Fund Management, LLC | 1,916 | $31.6 萬 | 0.05% | +1,916 | 新進 |
| Axiom Financial Strategies, LLC | 1,898 | $31.4 萬 | 0.14% | 00.0% | 不變 |
| Chesapeake Wealth Management | 1,894 | $31.3 萬 | 0.10% | −179−8.6% | 減碼 |
| Windsor Capital Management, LLC | 1,896 | $31.3 萬 | 0.10% | −30−1.6% | 減碼 |
| Titus Wealth Management | 1,893 | $31.3 萬 | 0.17% | −16,806−89.9% | 減碼 |
| Davis R M Inc | 1,897 | $31.3 萬 | 0.01% | +343+22.1% | 加碼 |
| 44 Wealth Management LLC | 1,882 | $31.1 萬 | 0.12% | −1,440−43.3% | 減碼 |
| Magellan Asset Management Ltd | 1,885 | $31.1 萬 | 0.00% | −353−15.8% | 減碼 |
| Perennial Investment Advisors, LLC | 1,884 | $31.1 萬 | 0.11% | −89−4.5% | 減碼 |
| Baltimore-Washington Financial Advisors, Inc. | 1,879 | $31.0 萬 | 0.03% | +2+0.1% | 加碼 |
| Stockman Wealth Management, Inc. | 1,870 | $30.9 萬 | 0.07% | −45−2.3% | 減碼 |
| Parsec Financial Management, Inc. | 1,863 | $30.8 萬 | 0.01% | 00.0% | 不變 |
| Washington Capital Management Inc | 1,862 | $30.8 萬 | 0.37% | 00.0% | 不變 |
| AIA Group Ltd | 1,890 | $30.8 萬 | 0.02% | +1,890 | 新進 |
| West Family Investments, Inc. | 1,865 | $30.8 萬 | 0.09% | +1,865 | 新進 |
| Middleton & Co Inc | 1,850 | $30.6 萬 | 0.03% | +1,850 | 新進 |
| Glassman Wealth Services | 1,846 | $30.5 萬 | 0.06% | −2,098−53.2% | 減碼 |
| Proficio Capital Partners LLC | 1,849 | $30.5 萬 | 0.04% | +19+1.0% | 加碼 |
| Wealthquest Corp | 1,850 | $30.5 萬 | 0.05% | +131+7.6% | 加碼 |
| Nottingham Advisors, Inc. | 1,842 | $30.4 萬 | 0.03% | 00.0% | 不變 |
| Reilly Financial Advisors, LLC | 1,835 | $30.3 萬 | 0.02% | +799+77.1% | 加碼 |
| Laird Norton Trust Company, LLC | 1,832 | $30.2 萬 | 0.03% | −7−0.4% | 減碼 |
| Berman Capital Advisors, LLC | 1,834 | $30.2 萬 | 0.05% | +474+34.9% | 加碼 |
| Ausdal Financial Partners, Inc. | 1,824 | $30.1 萬 | 0.05% | −128−6.6% | 減碼 |
| Carnegie Capital Asset Management, LLC | 1,822 | $30.1 萬 | 0.01% | 00.0% | 不變 |
| Trellis Advisors, LLC | 1,817 | $30.0 萬 | 0.16% | −89−4.7% | 減碼 |
| Two Sigma Securities, LLC | 1,808 | $29.9 萬 | 0.07% | +1,808 | 新進 |
| Founders Financial Alliance, LLC | 1,807 | $29.8 萬 | 0.14% | +9+0.5% | 加碼 |
| Farr Miller & Washington LLC | 1,804 | $29.8 萬 | 0.02% | 00.0% | 不變 |
| Northside Capital Management, LLC | 1,805 | $29.8 萬 | 0.07% | 00.0% | 不變 |
| Bremer Bank National Association | 1,796 | $29.7 萬 | 0.06% | −253−12.3% | 減碼 |
| Granite Investment Advisors, LLC | 1,797 | $29.7 萬 | 0.05% | +25+1.4% | 加碼 |
| Foster & Motley Inc | 1,799 | $29.7 萬 | 0.02% | +31+1.8% | 加碼 |
| Camden Capital, LLC | 1,790 | $29.6 萬 | 0.07% | +1,790 | 新進 |
| Adirondack Trust Co | 1,780 | $29.5 萬 | 0.15% | −100−5.3% | 減碼 |
| Camarda Financial Advisors, LLC | 1,788 | $29.5 萬 | 0.18% | 00.0% | 不變 |
| Merit Financial Group, LLC | 1,777 | $29.4 萬 | 0.03% | −190−9.7% | 減碼 |
| Bahl & Gaynor Inc | 1,778 | $29.4 萬 | 0.00% | 00.0% | 不變 |
| Lafayette Investments, Inc. | 1,774 | $29.3 萬 | 0.08% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 1,771 | $29.3 萬 | 0.08% | 00.0% | 不變 |
| HCR Wealth Advisors | 1,765 | $29.2 萬 | 0.05% | 00.0% | 不變 |
| Zevenbergen Capital Investments LLC | 1,760 | $29.1 萬 | 0.01% | 00.0% | 不變 |
| Dumont & Blake Investment Advisors LLC | 1,760 | $29.1 萬 | 0.08% | 00.0% | 不變 |
| Perpetual Investment Management Ltd | 1,754 | $29.0 萬 | 0.04% | +44+2.6% | 加碼 |
| Kelman-Lazarov, Inc. | 1,750 | $28.9 萬 | 0.10% | 00.0% | 不變 |
| Lineweaver Wealth Advisors, LLC | 1,754 | $28.9 萬 | 0.09% | +84+5.0% | 加碼 |
| MEMBERS Trust Co | 1,742 | $28.8 萬 | 0.01% | −114−6.1% | 減碼 |
| Capital Asset Advisory Services LLC | 1,739 | $28.7 萬 | 0.03% | −315−15.3% | 減碼 |
| Shufro Rose & Co LLC | 1,733 | $28.6 萬 | 0.02% | +150+9.5% | 加碼 |
| Windsor Group LTD | 1,723 | $28.5 萬 | 0.06% | −149−8.0% | 減碼 |
| Investors Research Corp | 1,713 | $28.3 萬 | 0.10% | 00.0% | 不變 |
| Flagship Private Wealth, LLC | 1,653 | $28.3 萬 | 0.22% | 00.0% | 不變 |
| Sittner & Nelson, LLC | 1,685 | $27.8 萬 | 0.20% | +1+0.1% | 加碼 |
| Rede Wealth, LLC | 1,680 | $27.8 萬 | 0.15% | +1,680 | 新進 |
| First Horizon Advisors, Inc. | 1,683 | $27.7 萬 | 0.01% | +13+0.8% | 加碼 |
| Transcend Wealth Collective, LLC | 1,675 | $27.6 萬 | 0.04% | −367−18.0% | 減碼 |
| Michael B. Yongue | 1,675 | $27.6 萬 | 0.20% | 00.0% | 不變 |