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 |
|---|---|---|---|---|---|
| Carroll Financial Associates, Inc. | 51,794 | $855.7 萬 | 0.48% | +4,916+10.5% | 加碼 |
| Cubic Asset Management, LLC | 50,887 | $840.8 萬 | 2.08% | −280−0.5% | 減碼 |
| Sycomore Asset Management | 49,300 | $835.4 萬 | 1.16% | 00.0% | 不變 |
| ProVise Management Group, LLC | 50,531 | $834.9 萬 | 0.85% | −1,401−2.7% | 減碼 |
| Maryland State Retirement & Pension System | 49,109 | $832.7 萬 | 0.27% | −1,009−2.0% | 減碼 |
| Sky Investment Group LLC | 50,019 | $826.5 萬 | 1.86% | −2,288−4.4% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 50,000 | $826.2 萬 | 1.10% | 00.0% | 不變 |
| St Germain D J Co Inc | 49,666 | $820.6 萬 | 0.51% | −1,820−3.5% | 減碼 |
| Brown Brothers Harriman & Co | 49,551 | $818.7 萬 | 0.05% | −330−0.7% | 減碼 |
| Neville Rodie & Shaw Inc | 49,277 | $814.2 萬 | 0.63% | −425−0.9% | 減碼 |
| GHP Investment Advisors, Inc. | 48,774 | $805.9 萬 | 0.65% | +1,347+2.8% | 加碼 |
| Northern Oak Wealth Management Inc | 48,284 | $797.8 萬 | 0.96% | −2,098−4.2% | 減碼 |
| Elo Mutual Pension Insurance Co | 48,077 | $794.4 萬 | 0.26% | −1,300−2.6% | 減碼 |
| Norinchukin Bank, The | 46,941 | $775.6 萬 | 0.11% | +5,040+12.0% | 加碼 |
| Davenport & Co LLC | 46,876 | $774.5 萬 | 0.06% | −494−1.0% | 減碼 |
| Family Capital Trust Co | 46,836 | $773.9 萬 | 2.19% | −732−1.5% | 減碼 |
| Metropolis Capital Ltd | 46,827 | $773.7 萬 | 0.49% | +46,827 | 新進 |
| Private Advisor Group, LLC | 46,476 | $767.9 萬 | 0.07% | +361+0.8% | 加碼 |
| Mariner, LLC | 46,151 | $762.6 萬 | 0.05% | +3,681+8.7% | 加碼 |
| Guggenheim Capital LLC | 45,886 | $758.1 萬 | 0.04% | −1,126−2.4% | 減碼 |
| Shayne & Co., LLC | 45,650 | $754.3 萬 | 4.23% | −74−0.2% | 減碼 |
| Amica Mutual Insurance Co | 45,591 | $753.3 萬 | 0.79% | −27,225−37.4% | 減碼 |
| Thompson Siegel & Walmsley LLC | 45,221 | $747.2 萬 | 0.10% | −1,384−3.0% | 減碼 |
| USS Investment Management Ltd | 45,200 | $746.8 萬 | 0.06% | 00.0% | 不變 |
| Mackenzie Financial Corp | 45,186 | $746.6 萬 | 0.01% | +806+1.8% | 加碼 |
| Crestline Management, LP | 45,000 | $743.5 萬 | 0.64% | +45,000 | 新進 |
| Stanley Capital Management, LLC | 44,830 | $740.7 萬 | 2.81% | −3,500−7.2% | 減碼 |
| Kestra Advisory Services, LLC | 44,583 | $736.6 萬 | 0.08% | +2,214+5.2% | 加碼 |
| Diversified Trust Co | 44,098 | $728.6 萬 | 0.26% | −14,192−24.3% | 減碼 |
| Wealthfront Advisers LLC | 43,959 | $726.3 萬 | 0.03% | +4,936+12.6% | 加碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 43,783 | $723.4 萬 | 0.06% | −783−1.8% | 減碼 |
| New Mexico Educational Retirement Board | 43,463 | $718.1 萬 | 0.25% | +1,700+4.1% | 加碼 |
| Arcadia Investment Management Corp | 42,577 | $703.5 萬 | 1.32% | −796−1.8% | 減碼 |
| Kinneret Advisory, LLC | 42,559 | $703.2 萬 | 0.83% | 00.0% | 不變 |
| Haverford Trust Co | 42,472 | $701.8 萬 | 0.08% | +3,233+8.2% | 加碼 |
| Financial Avengers, Inc. | 42,467 | $701.7 萬 | 4.75% | +619+1.5% | 加碼 |
| BBVA USA | 42,416 | $700.9 萬 | 0.39% | +42,416 | 新進 |
| Twin Tree Management, LP | 42,385 | $700.3 萬 | 0.21% | +42,385 | 新進 |
| Tiaa, FSB | 42,160 | $696.6 萬 | 0.02% | −199−0.5% | 減碼 |
| Ironwood Investment Counsel, LLC | 41,776 | $690.2 萬 | 1.84% | +291+0.7% | 加碼 |
| Shelter Mutual Insurance Co | 41,160 | $680.1 萬 | 1.90% | 00.0% | 不變 |
| Weiss Multi-Strategy Advisers LLC | 40,711 | $672.7 萬 | 0.15% | +40,711 | 新進 |
| Louisiana State Employees Retirement System | 40,600 | $670.8 萬 | 0.16% | +200+0.5% | 加碼 |
| Man Group plc | 40,436 | $668.1 萬 | 0.02% | +44+0.1% | 加碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 40,000 | $660.9 萬 | 2.86% | −5,000−11.1% | 減碼 |
| Chatham Capital Group, Inc. | 39,970 | $660.4 萬 | 1.28% | +830+2.1% | 加碼 |
| Winslow Asset Management Inc | 39,705 | $656.0 萬 | 1.22% | +32+0.1% | 加碼 |
| Headinvest, LLC | 39,565 | $653.7 萬 | 1.24% | −154−0.4% | 減碼 |
| Jacobs & Co | 39,322 | $649.7 萬 | 0.75% | −1,360−3.3% | 減碼 |
| NatWest Group plc | 39,315 | $649.6 萬 | 3.36% | −3,255−7.6% | 減碼 |
| Group One Trading, L.P. | 39,037 | $645.0 萬 | 0.12% | +32,300+479.4% | 加碼 |
| Pacer Advisors, Inc. | 39,031 | $644.9 萬 | 0.09% | +2,084+5.6% | 加碼 |
| RPG Investment Advisory, LLC | 38,833 | $641.6 萬 | 1.05% | +1,600+4.3% | 加碼 |
| Norman Fields, Gottscho Capital Management, LLC | 38,582 | $637.5 萬 | 2.55% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 38,212 | $631.4 萬 | 0.15% | +571+1.5% | 加碼 |
| Heritage Trust Co | 38,093 | $629.4 萬 | 0.90% | −2,835−6.9% | 減碼 |
| 1st Source Bank | 37,988 | $627.7 萬 | 0.40% | −196−0.5% | 減碼 |
| Kentucky Retirement Systems | 37,890 | $626.1 萬 | 0.30% | −3,750−9.0% | 減碼 |
| One Capital Management, LLC | 37,851 | $625.4 萬 | 0.56% | +561+1.5% | 加碼 |
| Prio Wealth Limited Partnership | 37,637 | $621.9 萬 | 0.21% | −3,082−7.6% | 減碼 |
| NFJ Investment Group, LLC | 37,266 | $615.7 萬 | 0.12% | −466−1.2% | 減碼 |
| Central Trust Co | 37,081 | $612.7 萬 | 0.22% | −370−1.0% | 減碼 |
| Cornerstone Advisors, LLC | 37,000 | $611.4 萬 | 0.36% | +25,000+208.3% | 加碼 |
| Ossiam | 35,819 | $610.8 萬 | 0.17% | −5,812−14.0% | 減碼 |
| Whittier Trust Co of Nevada Inc | 36,960 | $610.7 萬 | 0.25% | +184+0.5% | 加碼 |
| Peapack Gladstone Financial Corp | 36,920 | $610.1 萬 | 0.15% | −316−0.8% | 減碼 |
| MML Investors Services, LLC | 36,926 | $610.1 萬 | 0.05% | +582+1.6% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 35,900 | $593.2 萬 | 0.03% | +35,900 | 新進 |
| Bell Asset Management Ltd | 35,741 | $590.5 萬 | 1.16% | −5,258−12.8% | 減碼 |
| Capstone Investment Advisors, LLC | 35,489 | $586.4 萬 | 0.14% | +35,489 | 新進 |
| Overbrook Management Corp | 35,272 | $582.8 萬 | 1.22% | −10.0% | 減碼 |
| SP Asset Management | 33,232 | $574.7 萬 | 0.63% | +82+0.2% | 加碼 |
| Barrett Asset Management, LLC | 34,730 | $573.8 萬 | 0.26% | 00.0% | 不變 |
| Meyer Handelman Co | 34,560 | $571.0 萬 | 0.23% | 00.0% | 不變 |
| Stansberry Asset Management, LLC | 34,539 | $570.7 萬 | 1.38% | −18,201−34.5% | 減碼 |
| Chase Investment Counsel Corp | 34,536 | $570.6 萬 | 2.36% | +320+0.9% | 加碼 |
| Drexel Morgan & Co. | 34,530 | $570.5 萬 | 1.68% | −1,870−5.1% | 減碼 |
| Goelzer Investment Management, Inc. | 34,439 | $569.0 萬 | 0.47% | −426−1.2% | 減碼 |
| Redwood Grove Capital, LLC | 34,347 | $567.5 萬 | 3.06% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 34,304 | $566.8 萬 | 0.04% | +5,293+18.2% | 加碼 |
| Searle & Co. | 34,090 | $563.3 萬 | 2.30% | 00.0% | 不變 |
| Olstein Capital Management, L.P. | 34,000 | $561.8 萬 | 0.71% | −2,000−5.6% | 減碼 |
| Atria Investments LLC | 33,969 | $561.3 萬 | 0.11% | +1,856+5.8% | 加碼 |
| Rodgers Brothers Inc. | 33,879 | $559.8 萬 | 1.07% | −780−2.3% | 減碼 |
| Lorne Steinberg Wealth Management Inc. | 33,739 | $557.5 萬 | 2.74% | +159+0.5% | 加碼 |
| Veritable, L.P. | 33,664 | $556.2 萬 | 0.09% | +416+1.3% | 加碼 |
| Andra AP-fonden | 33,600 | $555.2 萬 | 0.11% | −13,200−28.2% | 減碼 |
| Banque Cantonale Vaudoise | 33,380 | $551.5 萬 | 0.25% | −1,779−5.1% | 減碼 |
| Mercer Capital Advisers, Inc. | 33,349 | $551.0 萬 | 2.75% | −45−0.1% | 減碼 |
| Stokes Capital Advisors, LLC | 33,194 | $548.5 萬 | 1.80% | +1,371+4.3% | 加碼 |
| Marshall Wace, LLP | 33,172 | $548.1 萬 | 0.03% | +20,231+156.3% | 加碼 |
| Tredje AP-fonden | 32,961 | $544.6 萬 | 0.11% | 00.0% | 不變 |
| MAI Capital Management | 32,721 | $540.6 萬 | 0.11% | +28+0.1% | 加碼 |
| BancorpSouth Bank | 32,702 | $540.3 萬 | 0.78% | +423+1.3% | 加碼 |
| Pavion Blue Capital, LLC | 32,536 | $537.6 萬 | 3.30% | −457−1.4% | 減碼 |
| AMG National Trust Bank | 31,905 | $527.1 萬 | 0.17% | −70.0% | 減碼 |
| Choate Investment Advisors | 31,707 | $523.9 萬 | 0.32% | −7,214−18.5% | 減碼 |
| Guardian Capital Advisors LP | 31,081 | $523.7 萬 | 0.54% | +836+2.8% | 加碼 |
| Connable Office Inc | 31,662 | $523.2 萬 | 0.73% | −464−1.4% | 減碼 |
| Psagot Investment House Ltd. | 31,421 | $519.2 萬 | 0.19% | −2,126−6.3% | 減碼 |