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 |
|---|---|---|---|---|---|
| Selway Asset Management | 14,675 | $242.5 萬 | 1.30% | −300−2.0% | 減碼 |
| Washington Trust Co | 14,555 | $240.4 萬 | 0.07% | −731−4.8% | 減碼 |
| KCM Investment Advisors LLC | 14,470 | $239.1 萬 | 0.10% | +1,906+15.2% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 13,964 | $238.6 萬 | 1.51% | −195−1.4% | 減碼 |
| Profund Advisors LLC | 14,328 | $236.7 萬 | 0.08% | +517+3.7% | 加碼 |
| Private Asset Management Inc | 14,299 | $236.3 萬 | 0.31% | 00.0% | 不變 |
| Icon Advisers Inc | 14,200 | $234.6 萬 | 0.38% | 00.0% | 不變 |
| Sawyer & Company, Inc | 14,158 | $233.9 萬 | 1.09% | −85−0.6% | 減碼 |
| BLB&B Advisors, LLC | 14,120 | $233.3 萬 | 0.17% | +461+3.4% | 加碼 |
| Brendel Financial Advisors LLC | 14,100 | $233.0 萬 | 1.28% | −2,700−16.1% | 減碼 |
| BBR Partners, LLC | 14,029 | $231.8 萬 | 0.18% | −68−0.5% | 減碼 |
| Modera Wealth Management, LLC | 14,029 | $231.8 萬 | 0.13% | +366+2.7% | 加碼 |
| Benedict Financial Advisors Inc | 13,966 | $230.8 萬 | 0.64% | −188−1.3% | 減碼 |
| Glenview Trust Co | 13,963 | $230.7 萬 | 0.09% | −32−0.2% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 13,950 | $230.5 萬 | 0.01% | −540−3.7% | 減碼 |
| South State Corp. | 13,941 | $230.3 萬 | 0.20% | −264−1.9% | 減碼 |
| Proequities, Inc. | 13,920 | $230.0 萬 | 0.14% | −3,504−20.1% | 減碼 |
| Buckingham Strategic Wealth, LLC | 13,906 | $229.8 萬 | 0.06% | −25−0.2% | 減碼 |
| Signet Investment Advisory Group, Inc. | 13,888 | $229.5 萬 | 1.48% | −365−2.6% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 13,666 | $225.8 萬 | 0.22% | +10.0% | 加碼 |
| Boston Family Office LLC | 13,613 | $224.9 萬 | 0.16% | −50−0.4% | 減碼 |
| Arcus Capital Partners, LLC | 13,541 | $223.7 萬 | 1.05% | 00.0% | 不變 |
| Mizuho Securities USA LLC | 13,535 | $223.6 萬 | 0.18% | −10,311−43.2% | 減碼 |
| Clear Street Markets LLC | 13,506 | $223.2 萬 | 0.48% | +7,506+125.1% | 加碼 |
| Cape Cod Five Cents Savings Bank | 13,325 | $220.2 萬 | 0.23% | +739+5.9% | 加碼 |
| Gilman Hill Asset Management, LLC | 13,319 | $220.1 萬 | 0.56% | +510+4.0% | 加碼 |
| Fort Sheridan Advisors LLC | 13,300 | $219.8 萬 | 0.73% | −500−3.6% | 減碼 |
| Investment Advisory Services Inc | 13,257 | $219.0 萬 | 1.35% | +13,257 | 新進 |
| Doheny Asset Management | 13,248 | $218.9 萬 | 1.41% | 00.0% | 不變 |
| Welch Group, LLC | 13,241 | $218.8 萬 | 0.15% | −21−0.2% | 減碼 |
| Arden Trust Co | 13,216 | $218.4 萬 | 0.36% | +927+7.5% | 加碼 |
| Aristotle Capital Management, LLC | 13,196 | $218.0 萬 | 0.00% | −40.0% | 減碼 |
| Ashfield Capital Partners, LLC | 13,156 | $217.4 萬 | 0.16% | −100−0.8% | 減碼 |
| Dynamic Advisor Solutions LLC | 13,145 | $217.2 萬 | 0.17% | +1,774+15.6% | 加碼 |
| F/M Investments LLC | 13,111 | $216.6 萬 | 1.71% | +13,111 | 新進 |
| BKD Wealth Advisors, LLC | 13,089 | $216.3 萬 | 0.10% | −1,294−9.0% | 減碼 |
| Venture Visionary Partners LLC | 12,964 | $214.2 萬 | 0.17% | +2,614+25.3% | 加碼 |
| Greenleaf Trust | 12,837 | $212.1 萬 | 0.03% | +35+0.3% | 加碼 |
| Aviance Capital Partners, LLC | 12,795 | $211.4 萬 | 0.37% | +263+2.1% | 加碼 |
| SOL Capital Management CO | 12,683 | $209.6 萬 | 0.41% | −1,270−9.1% | 減碼 |
| NEXT Financial Group, Inc | 12,683 | $209.6 萬 | 0.17% | +10.0% | 加碼 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 12,610 | $208.4 萬 | 0.15% | +516+4.3% | 加碼 |
| Sandhill Capital Partners LLC | 12,550 | $207.4 萬 | 0.16% | +796+6.8% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 12,531 | $207.0 萬 | 0.80% | +100+0.8% | 加碼 |
| Credit Agricole S A | 12,479 | $206.2 萬 | 0.07% | +8,669+227.5% | 加碼 |
| Resonant Capital Advisors, LLC | 12,419 | $205.2 萬 | 0.40% | +203+1.7% | 加碼 |
| Brewin Dolphin Ltd | 12,394 | $204.8 萬 | 0.09% | +4,172+50.7% | 加碼 |
| Kanawha Capital Management LLC | 12,389 | $204.7 萬 | 0.19% | +165+1.3% | 加碼 |
| Osborne Partners Capital Management, LLC | 12,311 | $203.4 萬 | 0.17% | 00.0% | 不變 |
| Wilbanks Smith & Thomas Asset Management LLC | 12,278 | $202.9 萬 | 0.08% | +400+3.4% | 加碼 |
| High Pointe Capital Management LLC | 12,268 | $202.7 萬 | 1.60% | 00.0% | 不變 |
| IFG Advisory, LLC | 12,238 | $202.2 萬 | 0.23% | −3,599−22.7% | 減碼 |
| Robinson Value Management, Ltd. | 12,227 | $202.0 萬 | 1.65% | −337−2.7% | 減碼 |
| FORA Capital, LLC | 12,095 | $199.8 萬 | 0.37% | +12,095 | 新進 |
| Fruth Investment Management | 12,000 | $198.2 萬 | 0.59% | +100+0.8% | 加碼 |
| Bull Street Advisors, LLC | 11,935 | $197.2 萬 | 1.05% | 00.0% | 不變 |
| DuPont Capital Management Corp | 11,906 | $196.7 萬 | 0.05% | +11,906 | 新進 |
| Lowe Brockenbrough & Co Inc | 11,900 | $196.6 萬 | 0.18% | −10−0.1% | 減碼 |
| RMB Capital Management, LLC | 11,890 | $196.5 萬 | 0.07% | 00.0% | 不變 |
| MainStreet Investment Advisors LLC | 11,891 | $196.5 萬 | 0.17% | −50.0% | 減碼 |
| Change Path, LLC | 11,892 | $196.5 萬 | 0.12% | +56+0.5% | 加碼 |
| Smith, Salley & Associates | 11,862 | $196.0 萬 | 0.16% | +50.0% | 加碼 |
| CSM Advisors, LLC | 11,809 | $195.2 萬 | 0.13% | 00.0% | 不變 |
| Pinnacle Wealth Management Advisory Group, LLC | 11,769 | $194.5 萬 | 0.46% | +215+1.9% | 加碼 |
| Budros, Ruhlin & Roe, Inc. | 11,699 | $193.3 萬 | 0.21% | +144+1.2% | 加碼 |
| Veriti Management LLC | 11,671 | $192.8 萬 | 0.29% | +1,510+14.9% | 加碼 |
| Fairfield, Bush & Co. | 11,625 | $192.1 萬 | 0.52% | 00.0% | 不變 |
| Lindsell Train Ltd大師Lindsell Train | 11,600 | $191.7 萬 | 0.02% | 00.0% | 不變 |
| Gamble Jones Investment Counsel | 11,567 | $191.1 萬 | 0.12% | 00.0% | 不變 |
| Madison Wealth Management | 11,541 | $190.7 萬 | 0.42% | +491+4.4% | 加碼 |
| Pinnacle Holdings, LLC | 11,533 | $190.6 萬 | 0.88% | −53−0.5% | 減碼 |
| Guardian Capital LP | 11,518 | $190.3 萬 | 0.04% | −2,800−19.6% | 減碼 |
| Canandaigua National Corp | 11,496 | $189.9 萬 | 0.31% | −181−1.6% | 減碼 |
| Vestcor Inc | 11,489 | $189.8 萬 | 0.06% | −653−5.4% | 減碼 |
| Bluestein R H & Co | 11,455 | $189.3 萬 | 0.07% | 00.0% | 不變 |
| Frontier Wealth Management LLC | 11,418 | $188.7 萬 | 0.13% | +10.0% | 加碼 |
| Wintrust Investments LLC | 11,375 | $188.0 萬 | 0.19% | +11,375 | 新進 |
| Bailard, Inc. | 11,366 | $187.8 萬 | 0.06% | −100−0.9% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,340 | $187.4 萬 | 0.11% | +1,300+12.9% | 加碼 |
| PNC Managed Account Solutions, Inc. | 11,290 | $186.5 萬 | 0.37% | +11,290 | 新進 |
| Rothschild Investment Corp | 11,273 | $186.3 萬 | 0.15% | +128+1.1% | 加碼 |
| Private Wealth Partners, LLC | 11,213 | $185.3 萬 | 0.17% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 11,207 | $185.2 萬 | 0.11% | −73−0.6% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 11,196 | $185.0 萬 | 0.33% | +538+5.0% | 加碼 |
| Associated Banc-Corp | 11,166 | $184.5 萬 | 0.07% | +491+4.6% | 加碼 |
| QS Investors, LLC | 11,104 | $183.5 萬 | 0.02% | −71−0.6% | 減碼 |
| Factorial Partners, LLC | 11,100 | $183.4 萬 | 1.24% | −4,400−28.4% | 減碼 |
| Citizens Business Bank | 11,100 | $183.4 萬 | 0.24% | −100−0.9% | 減碼 |
| Adviser Investments LLC | 11,039 | $182.4 萬 | 0.14% | 00.0% | 不變 |
| Gifford Fong Associates | 11,000 | $181.8 萬 | 0.35% | 00.0% | 不變 |
| True North Advisors, LLC | 11,000 | $181.7 萬 | 0.38% | 00.0% | 不變 |
| Advisory Research Inc | 10,981 | $181.5 萬 | 0.12% | −2,974−21.3% | 減碼 |
| Lincoln Capital LLC | 10,986 | $181.5 萬 | 0.51% | +629+6.1% | 加碼 |
| Harbour Investments, Inc. | 10,981 | $181.4 萬 | 0.06% | +24+0.2% | 加碼 |
| Penobscot Investment Management Company, Inc. | 10,871 | $179.6 萬 | 0.27% | +2,812+34.9% | 加碼 |
| Personal Capital Advisors Corp | 10,826 | $178.9 萬 | 0.01% | +514+5.0% | 加碼 |
| Keebeck Wealth Management, LLC | 10,803 | $178.5 萬 | 0.26% | +2,055+23.5% | 加碼 |
| Signature Wealth Management Group | 10,791 | $178.3 萬 | 0.99% | +104+1.0% | 加碼 |
| Union Heritage Capital, LLC | 10,788 | $178.2 萬 | 0.83% | 00.0% | 不變 |
| Rathbone Brothers plc | 10,777 | $178.1 萬 | 0.02% | −12−0.1% | 減碼 |