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 |
|---|---|---|---|---|---|
| Silvant Capital Management LLC | 20,641 | $341.1 萬 | 0.54% | −335−1.6% | 減碼 |
| Lincoln National Corp | 20,461 | $338.0 萬 | 0.07% | −405−1.9% | 減碼 |
| Tdam USA Inc. | 19,817 | $337.9 萬 | 0.21% | −90−0.5% | 減碼 |
| Cigna Investments Inc | 20,416 | $337.4 萬 | 0.24% | −3,125−13.3% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,244 | $334.6 萬 | 0.06% | −1,816−8.2% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 6,712 | $334.0 萬 | 0.08% | +4,232+170.6% | 加碼 |
| World Asset Management Inc | 20,206 | $333.9 萬 | 0.30% | −1,272−5.9% | 減碼 |
| Lido Advisors, LLC | 20,044 | $331.2 萬 | 0.08% | −71−0.4% | 減碼 |
| Wetherby Asset Management Inc | 20,033 | $331.0 萬 | 0.20% | +963+5.0% | 加碼 |
| Long Corridor Asset Management Ltd | 20,000 | $330.5 萬 | 3.21% | −20,000−50.0% | 減碼 |
| Eqis Capital Management, Inc. | 19,953 | $329.7 萬 | 0.25% | −3,331−14.3% | 減碼 |
| JustInvest LLC | 19,953 | $329.7 萬 | 0.35% | +8,217+70.0% | 加碼 |
| Ropes Wealth Advisors LLC | 19,841 | $327.8 萬 | 0.52% | +940+5.0% | 加碼 |
| Varma Mutual Pension Insurance Co | 19,735 | $326.0 萬 | 0.05% | 00.0% | 不變 |
| Scotia Capital Inc. | 19,598 | $323.8 萬 | 0.02% | +5,975+43.9% | 加碼 |
| Triasima Portfolio Management inc. | 19,380 | $320.2 萬 | 0.16% | +19,380 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19,306 | $319.0 萬 | 0.32% | −223−1.1% | 減碼 |
| Stonnington Group, LLC | 19,036 | $318.8 萬 | 0.71% | −10−0.1% | 減碼 |
| Kestra Private Wealth Services, LLC | 19,204 | $317.3 萬 | 0.19% | +535+2.9% | 加碼 |
| Meiji Yasuda Life Insurance Co | 19,177 | $316.9 萬 | 0.06% | −815−4.1% | 減碼 |
| Sumitomo Life Insurance Co | 19,103 | $315.6 萬 | 0.10% | −3,690−16.2% | 減碼 |
| First Mercantile Trust Co | 18,957 | $313.2 萬 | 0.37% | −8,376−30.6% | 減碼 |
| Acadian Asset Management LLC | 18,912 | $312.5 萬 | 0.01% | +1,171+6.6% | 加碼 |
| Old Dominion Capital Management Inc | 18,882 | $312.0 萬 | 0.67% | −99−0.5% | 減碼 |
| Independent Advisor Alliance | 18,824 | $311.0 萬 | 0.17% | +253+1.4% | 加碼 |
| Clearstead Advisors, LLC | 18,806 | $310.7 萬 | 0.24% | −560−2.9% | 減碼 |
| Primecap Management Co | 18,800 | $310.6 萬 | 0.00% | 00.0% | 不變 |
| Pinkerton Retirement Specialists, LLC | 18,779 | $310.3 萬 | 0.60% | +234+1.3% | 加碼 |
| Raymond James Trust N.A. | 18,661 | $308.4 萬 | 0.10% | −298−1.6% | 減碼 |
| Sawgrass Asset Management LLC | 18,631 | $307.8 萬 | 0.27% | −180−1.0% | 減碼 |
| People's United Financial, Inc. | 18,626 | $307.8 萬 | 0.07% | +573+3.2% | 加碼 |
| Shelton Capital Management | 18,620 | $307.7 萬 | 0.12% | +13,300+250.0% | 加碼 |
| Umb Bank N A | 18,622 | $307.6 萬 | 0.07% | −339−1.8% | 減碼 |
| RNC Capital Management LLC | 18,576 | $306.9 萬 | 0.16% | +980+5.6% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 18,548 | $306.5 萬 | 0.35% | −37−0.2% | 減碼 |
| WP Advisors, LLC | 18,483 | $305.4 萬 | 1.27% | −81−0.4% | 減碼 |
| Wellington Shields Capital Management, LLC | 18,477 | $305.3 萬 | 0.37% | −65−0.4% | 減碼 |
| Redpoint Investment Management Pty Ltd | 18,451 | $304.9 萬 | 0.25% | −268−1.4% | 減碼 |
| Pacifica Capital Investments, LLC | 18,430 | $304.5 萬 | 1.00% | 00.0% | 不變 |
| IBM Retirement Fund | 18,408 | $304.2 萬 | 0.24% | −3,880−17.4% | 減碼 |
| Strategic Wealth Designers | 18,221 | $301.1 萬 | 1.07% | +4,591+33.7% | 加碼 |
| Mount Vernon Associates Inc | 18,186 | $300.5 萬 | 2.75% | 00.0% | 不變 |
| Murphy Capital Management Inc | 18,176 | $300.3 萬 | 0.34% | +56+0.3% | 加碼 |
| Virtu Financial LLC | 18,121 | $299.4 萬 | 0.29% | +18,121 | 新進 |
| Altium Wealth Management LLC | 18,100 | $299.1 萬 | 0.22% | −365−2.0% | 減碼 |
| Hotaling Investment Management, LLC | 18,063 | $298.5 萬 | 1.21% | −153−0.8% | 減碼 |
| Strategic Wealth Partners, Ltd. | 18,005 | $297.5 萬 | 0.97% | −478−2.6% | 減碼 |
| Jag Capital Management, LLC | 17,969 | $296.9 萬 | 0.23% | +201+1.1% | 加碼 |
| EP Wealth Advisors, LLC | 17,862 | $295.1 萬 | 0.08% | +17,862 | 新進 |
| Callahan Advisors, LLC | 17,715 | $292.7 萬 | 0.37% | +10.0% | 加碼 |
| Fundamentun, LLC | 17,675 | $292.1 萬 | 0.80% | +986+5.9% | 加碼 |
| Courier Capital LLC | 17,627 | $291.3 萬 | 0.28% | −309−1.7% | 減碼 |
| Elgethun Capital Management | 17,544 | $289.9 萬 | 1.00% | −5,758−24.7% | 減碼 |
| West Oak Capital, LLC | 17,455 | $288.4 萬 | 1.14% | −445−2.5% | 減碼 |
| Salvus Wealth Management, LLC | 17,219 | $287.5 萬 | 2.42% | −395−2.2% | 減碼 |
| Howland Capital Management LLC | 17,392 | $287.4 萬 | 0.15% | 00.0% | 不變 |
| American Portfolios Advisors | 17,312 | $286.0 萬 | 0.11% | +5,863+51.2% | 加碼 |
| Brewin Dolphin Wealth Management Ltd | 17,290 | $285.7 萬 | 0.35% | −500−2.8% | 減碼 |
| Barometer Capital Management Inc. | 17,268 | $284.6 萬 | 0.54% | +8,738+102.4% | 加碼 |
| BFSG, LLC | 17,179 | $283.8 萬 | 0.51% | +64+0.4% | 加碼 |
| Eads & Heald Wealth Management | 17,161 | $283.5 萬 | 1.38% | −397−2.3% | 減碼 |
| Everence Capital Management Inc | 17,094 | $282.4 萬 | 0.23% | 00.0% | 不變 |
| Sompo Asset Management Co., Ltd. | 17,090 | $282.4 萬 | 0.58% | +1,210+7.6% | 加碼 |
| NVWM, LLC | 17,002 | $280.9 萬 | 1.01% | +44+0.3% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 16,935 | $279.8 萬 | 0.30% | −2,127−11.2% | 減碼 |
| Condor Capital Management | 16,843 | $278.3 萬 | 0.31% | −843−4.8% | 減碼 |
| Busey Wealth Management | 16,820 | $277.9 萬 | 0.13% | −358−2.1% | 減碼 |
| AlphaCrest Capital Management LLC | 16,780 | $277.3 萬 | 0.12% | −1,165−6.5% | 減碼 |
| TrinityPoint Wealth, LLC | 16,722 | $276.3 萬 | 0.56% | −1,933−10.4% | 減碼 |
| Columbia Asset Management | 16,694 | $275.8 萬 | 0.62% | −12,327−42.5% | 減碼 |
| FDx Advisors, Inc. | 16,633 | $274.8 萬 | 0.09% | +1,032+6.6% | 加碼 |
| Bennicas & Associates, Inc. | 16,587 | $274.1 萬 | 1.51% | −50−0.3% | 減碼 |
| Northstar Group, Inc. | 16,591 | $274.1 萬 | 0.72% | +60.0% | 加碼 |
| Peoples Financial Services Corp. | 16,579 | $273.9 萬 | 1.15% | −290−1.7% | 減碼 |
| Sigma Planning Corp | 16,541 | $273.3 萬 | 0.08% | +538+3.4% | 加碼 |
| TIAA Kaspick, LLC | 16,490 | $272.5 萬 | 10.11% | −200−1.2% | 減碼 |
| Bel Air Investment Advisors LLC | 16,452 | $271.8 萬 | 0.08% | −1,823−10.0% | 減碼 |
| Cito Capital Group, LLC | 16,300 | $269.3 萬 | 1.21% | −50−0.3% | 減碼 |
| Montag A & Associates Inc | 16,250 | $268.5 萬 | 0.14% | 00.0% | 不變 |
| Evercore Wealth Management, LLC | 16,216 | $267.9 萬 | 0.05% | −154−0.9% | 減碼 |
| BP PLC | 16,170 | $267.2 萬 | 0.11% | −7,824−32.6% | 減碼 |
| Naples Global Advisors, LLC | 16,165 | $267.1 萬 | 0.37% | +145+0.9% | 加碼 |
| Jackson Square Capital, LLC | 16,007 | $264.5 萬 | 0.85% | +2,060+14.8% | 加碼 |
| Tower Bridge Advisors | 15,876 | $262.3 萬 | 0.17% | −20−0.1% | 減碼 |
| Regentatlantic Capital LLC | 15,808 | $261.2 萬 | 0.08% | +5,721+56.7% | 加碼 |
| Bank of Stockton | 15,803 | $261.1 萬 | 0.79% | −293−1.8% | 減碼 |
| HBK Sorce Advisory LLC | 15,760 | $260.5 萬 | 0.14% | +1,116+7.6% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 15,666 | $258.8 萬 | 0.05% | +3,722+31.2% | 加碼 |
| Brave Asset Management Inc | 15,615 | $258.0 萬 | 0.76% | −1,896−10.8% | 減碼 |
| MACRO Consulting Group | 15,570 | $256.7 萬 | 1.32% | −277−1.7% | 減碼 |
| Siemens Fonds Invest GmbH | 15,533 | $256.7 萬 | 0.31% | −126−0.8% | 減碼 |
| LaFleur & Godfrey LLC | 15,492 | $256.0 萬 | 0.37% | +15,492 | 新進 |
| Valueworks LLC | 15,226 | $251.6 萬 | 1.09% | −249−1.6% | 減碼 |
| Independent Investors Inc | 15,014 | $248.1 萬 | 0.61% | 00.0% | 不變 |
| PCJ Investment Counsel Ltd. | 15,000 | $247.8 萬 | 0.93% | +15,000 | 新進 |
| Centiva Capital, LP | 14,937 | $246.8 萬 | 0.19% | +2,208+17.3% | 加碼 |
| Jacobi Capital Management LLC | 14,865 | $245.6 萬 | 0.32% | −108−0.7% | 減碼 |
| Van Eck Associates Corp | 14,824 | $244.9 萬 | 0.01% | −371−2.4% | 減碼 |
| Advisory Services Network, LLC | 14,746 | $243.8 萬 | 0.08% | +1,503+11.3% | 加碼 |
| Pettee Investors, Inc. | 14,681 | $242.6 萬 | 1.14% | +25+0.2% | 加碼 |