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 |
|---|---|---|---|---|---|
| Caisse de Depot Et Placement du Quebec | 31,000 | $512.2 萬 | 0.01% | −196,090−86.3% | 減碼 |
| Pacific Global Investment Management CO | 30,827 | $509.4 萬 | 1.01% | −34−0.1% | 減碼 |
| Exchange Traded Concepts, LLC | 30,813 | $509.1 萬 | 0.16% | +30,813 | 新進 |
| Rinet Co LLC | 30,633 | $506.1 萬 | 0.95% | +80.0% | 加碼 |
| Perigon Wealth Management, LLC | 30,614 | $505.8 萬 | 0.45% | −1,655−5.1% | 減碼 |
| Robeco Schweiz AG | 30,000 | $495.7 萬 | 0.07% | +116+0.4% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 29,549 | $488.2 萬 | 0.08% | −33−0.1% | 減碼 |
| Front Barnett Associates LLC | 29,363 | $485.2 萬 | 0.49% | −985−3.2% | 減碼 |
| Highland Capital Management, LLC | 29,362 | $485.1 萬 | 0.29% | −730−2.4% | 減碼 |
| AE Wealth Management LLC | 29,246 | $483.2 萬 | 0.04% | +2,397+8.9% | 加碼 |
| GFS Advisors, LLC | 29,145 | $481.6 萬 | 1.08% | 00.0% | 不變 |
| Adalta Capital Management LLC | 29,113 | $481.0 萬 | 2.62% | 00.0% | 不變 |
| Knights of Columbus Asset Advisors LLC | 29,079 | $480.5 萬 | 0.44% | +29,079 | 新進 |
| Beacon Pointe Advisors, LLC | 29,058 | $480.1 萬 | 0.17% | +22,960+376.5% | 加碼 |
| Univest Financial Corp | 28,788 | $475.7 萬 | 1.31% | −2,245−7.2% | 減碼 |
| E. Ohman J:or Asset Management AB | 28,700 | $474.2 萬 | 0.15% | +600+2.1% | 加碼 |
| Birmingham Capital Management Co Inc | 28,695 | $474.1 萬 | 1.74% | −175−0.6% | 減碼 |
| Chartwell Investment Partners, LLC | 28,572 | $472.1 萬 | 0.14% | −12,356−30.2% | 減碼 |
| Park National Corp | 28,534 | $471.4 萬 | 0.20% | −2,833−9.0% | 減碼 |
| Synovus Financial Corp | 28,534 | $471.4 萬 | 0.05% | −202−0.7% | 減碼 |
| Clifford Capital Partners LLC | 28,267 | $467.1 萬 | 4.37% | +1,900+7.2% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 28,145 | $465.0 萬 | 1.26% | +1,258+4.7% | 加碼 |
| Financial Partners Capital Management LLC | 28,068 | $463.8 萬 | 0.85% | +250+0.9% | 加碼 |
| Avitas Wealth Management LLC | 28,024 | $463.0 萬 | 0.82% | +653+2.4% | 加碼 |
| WoodTrust Financial Corp | 27,985 | $462.4 萬 | 1.22% | +767+2.8% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 27,958 | $462.0 萬 | 0.54% | +486+1.8% | 加碼 |
| Asset Dedication, LLC | 27,757 | $457.8 萬 | 0.68% | +7,519+37.2% | 加碼 |
| Freestone Capital Holdings, LLC | 27,650 | $456.9 萬 | 0.23% | +291+1.1% | 加碼 |
| D.A. Davidson & Co. | 27,606 | $456.1 萬 | 0.05% | +1,108+4.2% | 加碼 |
| Stratos Wealth Partners, LTD. | 27,515 | $454.6 萬 | 0.11% | +2,060+8.1% | 加碼 |
| First National Trust Co | 27,412 | $453.0 萬 | 0.28% | +1,355+5.2% | 加碼 |
| Mitchell Capital Management Co | 27,379 | $452.4 萬 | 0.99% | +1,460+5.6% | 加碼 |
| Unison Asset Management LLC | 27,284 | $450.8 萬 | 3.93% | −10.0% | 減碼 |
| Natixis | 27,197 | $449.4 萬 | 0.02% | −74,815−73.3% | 減碼 |
| Richard Bernstein Advisors LLC | 27,164 | $448.7 萬 | 0.09% | 00.0% | 不變 |
| Trust Co of Vermont | 27,076 | $447.4 萬 | 0.31% | +1,378+5.4% | 加碼 |
| Roundview Capital LLC | 26,996 | $446.1 萬 | 0.50% | −63−0.2% | 減碼 |
| First Interstate Bank | 26,947 | $445.2 萬 | 0.47% | +26,947 | 新進 |
| Ethic Inc. | 26,661 | $440.5 萬 | 0.53% | +8,018+43.0% | 加碼 |
| Cetera Advisor Networks LLC | 26,611 | $439.7 萬 | 0.06% | +6,562+32.7% | 加碼 |
| Pine Ridge Advisers LLC | 26,500 | $437.9 萬 | 1.47% | 00.0% | 不變 |
| Blue Zone Wealth Advisors, LLC | 26,253 | $433.8 萬 | 1.63% | −72−0.3% | 減碼 |
| Argus Investors' Counsel, Inc. | 26,120 | $431.6 萬 | 1.76% | −3,650−12.3% | 減碼 |
| Cresset Asset Management, LLC | 26,074 | $430.8 萬 | 0.06% | +16,263+165.8% | 加碼 |
| Davy Global Fund Management Ltd | 25,932 | $428.5 萬 | 0.66% | +73+0.3% | 加碼 |
| New England Asset Management Inc | 25,607 | $423.1 萬 | 0.08% | 00.0% | 不變 |
| Hancock Whitney Corp | 25,522 | $421.7 萬 | 0.13% | −1,291−4.8% | 減碼 |
| National Asset Management, Inc. | 25,504 | $421.4 萬 | 0.14% | +1,375+5.7% | 加碼 |
| Walleye Trading LLC | 25,446 | $420.4 萬 | 0.11% | +25,446 | 新進 |
| Cetera Investment Advisers | 25,380 | $419.3 萬 | 0.07% | +4,644+22.4% | 加碼 |
| Bouvel Investment Partners, LLC | 25,294 | $417.9 萬 | 2.36% | +863+3.5% | 加碼 |
| Foster Group, Inc. | 25,269 | $417.5 萬 | 0.48% | 00.0% | 不變 |
| Cookson Peirce & Co Inc | 25,021 | $413.4 萬 | 0.26% | +7,515+42.9% | 加碼 |
| Hudson Bay Capital Management LP | 25,000 | $413.1 萬 | 0.05% | −25,000−50.0% | 減碼 |
| Bleichroeder LP | 25,000 | $413.1 萬 | 0.62% | 00.0% | 不變 |
| Chicago Trust Co NA | 24,976 | $412.6 萬 | 0.98% | −2,253−8.3% | 減碼 |
| Squarepoint Ops LLC | 24,926 | $411.9 萬 | 0.03% | −54,191−68.5% | 減碼 |
| Concentric Wealth Management, LLC | 24,863 | $410.8 萬 | 1.26% | +79+0.3% | 加碼 |
| Advisor Partners LLC | 24,855 | $410.6 萬 | 0.27% | −407−1.6% | 減碼 |
| Jane Street Group, LLC | 24,517 | $405.1 萬 | 0.01% | +12,012+96.1% | 加碼 |
| First Hawaiian Bank | 24,494 | $404.7 萬 | 0.17% | −7,088−22.4% | 減碼 |
| Boyd Watterson Asset Management LLC | 24,314 | $401.7 萬 | 1.62% | +80+0.3% | 加碼 |
| PFS Investments Inc. | 23,300 | $400.6 萬 | 0.09% | +2,826+13.8% | 加碼 |
| Pathstone Family Office, LLC | 24,137 | $398.8 萬 | 0.12% | +1,894+8.5% | 加碼 |
| Wedbush Securities Inc | 23,775 | $392.8 萬 | 0.19% | +865+3.8% | 加碼 |
| Family Management Corp | 23,761 | $392.6 萬 | 1.04% | +23,761 | 新進 |
| Ceera Investments, LLC | 23,719 | $391.9 萬 | 2.97% | 00.0% | 不變 |
| Hutner Capital Management Inc | 23,636 | $390.5 萬 | 2.50% | −55−0.2% | 減碼 |
| SRN Advisors, LLC | 23,643 | $389.6 萬 | 1.33% | −677−2.8% | 減碼 |
| Altshuler Shaham Ltd | 23,404 | $386.7 萬 | 0.03% | +242+1.0% | 加碼 |
| Azimuth Capital Management LLC | 23,386 | $386.4 萬 | 0.17% | −1,284−5.2% | 減碼 |
| Fiduciary Group LLC | 22,893 | $384.7 萬 | 0.45% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 23,199 | $383.3 萬 | 0.27% | −2,976−11.4% | 減碼 |
| Coastal Investment Advisors, Inc. | 23,134 | $382.2 萬 | 0.91% | +48+0.2% | 加碼 |
| RBF Capital, LLC | 23,000 | $380.0 萬 | 0.21% | 00.0% | 不變 |
| Castleark Management LLC | 22,975 | $379.6 萬 | 0.13% | +20,300+758.9% | 加碼 |
| Grassi Investment Management | 22,960 | $379.4 萬 | 0.41% | 00.0% | 不變 |
| Fort Washington Investment Advisors Inc | 22,841 | $377.4 萬 | 0.03% | 00.0% | 不變 |
| Taurus Asset Management, LLC | 22,739 | $375.7 萬 | 0.39% | 00.0% | 不變 |
| Alerus Financial NA | 22,717 | $375.3 萬 | 0.38% | −6,117−21.2% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 22,580 | $373.1 萬 | 0.19% | +283+1.3% | 加碼 |
| Homrich & Berg | 22,476 | $371.4 萬 | 0.09% | +1,639+7.9% | 加碼 |
| Verdence Capital Advisors LLC | 22,353 | $369.3 萬 | 0.51% | −5,612−20.1% | 減碼 |
| Covington Capital Management | 22,247 | $367.6 萬 | 0.14% | −109−0.5% | 減碼 |
| Semper Augustus Investments Group LLC大師Semper Augustus | 22,231 | $367.3 萬 | 1.22% | −639−2.8% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 21,898 | $361.8 萬 | 0.35% | −8,087−27.0% | 減碼 |
| Lakeview Capital Partners, LLC | 21,854 | $361.1 萬 | 1.58% | −883−3.9% | 減碼 |
| Impax Asset Management Group plc | 21,829 | $360.7 萬 | 0.02% | −82,440−79.1% | 減碼 |
| Mirova | 21,730 | $359.0 萬 | 0.43% | +2,766+14.6% | 加碼 |
| Eudaimonia Partners, LLC | 21,592 | $356.8 萬 | 0.67% | +308+1.4% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 21,463 | $354.6 萬 | 0.14% | 00.0% | 不變 |
| Grandfield & Dodd, LLC | 21,444 | $354.0 萬 | 0.24% | 00.0% | 不變 |
| Boston Private Wealth LLC | 21,415 | $353.8 萬 | 0.04% | −1,244−5.5% | 減碼 |
| Vident Investment Advisory, LLC | 21,333 | $352.6 萬 | 0.11% | +4,836+29.3% | 加碼 |
| Essex Investment Management Co LLC | 21,235 | $350.9 萬 | 0.41% | −2,182−9.3% | 減碼 |
| Kingfisher Capital LLC | 21,140 | $349.3 萬 | 0.89% | +669+3.3% | 加碼 |
| River & Mercantile Asset Management LLP | 21,134 | $349.2 萬 | 0.23% | −300−1.4% | 減碼 |
| Bessemer Group Inc | 21,010 | $347.1 萬 | 0.01% | +4,329+26.0% | 加碼 |
| HighPoint Advisor Group LLC | 21,000 | $347.0 萬 | 0.35% | +3,339+18.9% | 加碼 |
| Markston International LLC | 20,974 | $346.6 萬 | 2.11% | −82,900−79.8% | 減碼 |