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 |
|---|---|---|---|---|---|
| Advisor Resource Council | 10,765 | $177.9 萬 | 0.19% | +10,765 | 新進 |
| Cetera Advisors LLC | 10,701 | $176.8 萬 | 0.04% | +659+6.6% | 加碼 |
| Avantax Advisory Services, Inc. | 10,663 | $176.4 萬 | 0.03% | −265−2.4% | 減碼 |
| Dakota Wealth Management | 10,670 | $176.3 萬 | 0.21% | +525+5.2% | 加碼 |
| Corient Capital Partners, LLC | 10,546 | $174.3 萬 | 0.13% | +456+4.5% | 加碼 |
| McMillion Capital Management Inc | 10,526 | $173.9 萬 | 0.95% | 00.0% | 不變 |
| Hudson Valley Investment Advisors Inc | 10,482 | $173.2 萬 | 0.30% | +1,882+21.9% | 加碼 |
| Woodstock Corp | 10,470 | $173.0 萬 | 0.20% | +117+1.1% | 加碼 |
| Hartline Investment Corp | 10,466 | $172.9 萬 | 0.22% | 00.0% | 不變 |
| Seeyond | 10,444 | $172.5 萬 | 0.16% | −288−2.7% | 減碼 |
| Inlet Private Wealth, LLC | 10,406 | $171.9 萬 | 0.45% | +30.0% | 加碼 |
| U S Global Investors Inc | 10,394 | $171.7 萬 | 0.06% | +10,394 | 新進 |
| Intercontinental Wealth Advisors, LLC | 10,332 | $170.7 萬 | 0.34% | −505−4.7% | 減碼 |
| Assenagon Asset Management S.A. | 10,312 | $170.4 萬 | 0.01% | +266+2.6% | 加碼 |
| FOCUS Wealth Advisors, LLC | 10,305 | $170.3 萬 | 1.19% | −306−2.9% | 減碼 |
| Greenwood Gearhart Inc | 10,303 | $170.2 萬 | 0.27% | −315−3.0% | 減碼 |
| Wright Investors Service Inc | 10,290 | $170.0 萬 | 0.46% | +1,210+13.3% | 加碼 |
| Trustco Bank Corp N Y | 10,275 | $169.8 萬 | 1.53% | −600−5.5% | 減碼 |
| Spirit of America Management Corp | 10,250 | $169.4 萬 | 0.36% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 10,248 | $169.3 萬 | 0.30% | −243−2.3% | 減碼 |
| Heritage Wealth Management, LLC | 10,244 | $169.3 萬 | 0.64% | +495+5.1% | 加碼 |
| Ingalls & Snyder LLC | 10,189 | $168.4 萬 | 0.08% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 10,179 | $168.2 萬 | 0.23% | +279+2.8% | 加碼 |
| Chicago Capital, LLC | 10,069 | $166.4 萬 | 0.07% | −35−0.3% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,003 | $165.3 萬 | 0.02% | −708−6.6% | 減碼 |
| Hyman Charles D | 10,004 | $165.3 萬 | 0.12% | 00.0% | 不變 |
| Sovarnum Capital L.P. | 10,000 | $165.2 萬 | 1.04% | 00.0% | 不變 |
| SG3 Management, LLC | 10,000 | $165.2 萬 | 0.70% | +5,000+100.0% | 加碼 |
| Ally Financial Inc. | 10,000 | $165.2 萬 | 0.16% | +10,000 | 新進 |
| IndexIQ Advisors LLC | 9,980 | $164.9 萬 | 0.06% | +292+3.0% | 加碼 |
| Berkshire Asset Management LLC | 9,926 | $164.0 萬 | 0.11% | −402−3.9% | 減碼 |
| St. Johns Investment Management Company, LLC | 9,856 | $162.9 萬 | 0.88% | −272−2.7% | 減碼 |
| Knuff & Co LLC | 9,855 | $162.8 萬 | 0.61% | 00.0% | 不變 |
| GWM Advisors LLC | 9,855 | $162.8 萬 | 0.04% | +1,160+13.3% | 加碼 |
| Beaumont Financial Partners, LLC | 9,843 | $162.6 萬 | 0.12% | +738+8.1% | 加碼 |
| Massmutual Trust Co FSB | 9,790 | $161.8 萬 | 0.07% | +66+0.7% | 加碼 |
| Meeder Asset Management Inc | 9,705 | $160.4 萬 | 0.07% | −9,933−50.6% | 減碼 |
| ACG Wealth | 9,703 | $160.3 萬 | 0.20% | +160+1.7% | 加碼 |
| Bryn Mawr Trust Co | 9,663 | $159.6 萬 | 0.06% | +355+3.8% | 加碼 |
| Simmons Bank | 9,605 | $158.7 萬 | 0.11% | +153+1.6% | 加碼 |
| Illinois Municipal Retirement Fund | 9,542 | $157.7 萬 | 0.06% | 00.0% | 不變 |
| Stokes Family Office, LLC | 9,428 | $155.8 萬 | 0.22% | −179−1.9% | 減碼 |
| Caldwell Trust Co | 9,408 | $155.4 萬 | 0.20% | −65−0.7% | 減碼 |
| Carl P. Sherr & Co., LLC | 9,394 | $155.2 萬 | 1.07% | +10.0% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 9,307 | $153.8 萬 | 0.06% | 00.0% | 不變 |
| Marble Harbor Investment Counsel, LLC | 9,263 | $153.1 萬 | 0.20% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 9,213 | $152.2 萬 | 0.05% | −142−1.5% | 減碼 |
| Trustcore Financial Services, LLC | 9,212 | $152.2 萬 | 0.16% | +10.0% | 加碼 |
| TD Private Client Wealth LLC | 9,197 | $152.0 萬 | 0.06% | −2,168−19.1% | 減碼 |
| Walter & Keenan Financial Consulting Co | 9,200 | $151.8 萬 | 0.52% | 00.0% | 不變 |
| Buckley Wealth Management, LLC | 9,171 | $151.5 萬 | 0.52% | −945−9.3% | 減碼 |
| Rehmann Capital Advisory Group | 8,916 | $151.4 萬 | 0.15% | −265−2.9% | 減碼 |
| Snow Capital Management LP | 9,159 | $151.3 萬 | 0.22% | +5+0.1% | 加碼 |
| Bradley & Co. Private Wealth Management, LLC | 9,151 | $151.2 萬 | 1.32% | −652−6.7% | 減碼 |
| Community Bank, N.A. | 9,135 | $151.0 萬 | 0.18% | −25−0.3% | 減碼 |
| Lavaca Capital LLC | 9,130 | $150.9 萬 | 0.78% | +951+11.6% | 加碼 |
| Brown Advisory Securities, LLC | 9,091 | $150.2 萬 | 0.24% | −167−1.8% | 減碼 |
| Grimes & Company, Inc. | 9,059 | $149.7 萬 | 0.06% | −345−3.7% | 減碼 |
| Savant Capital, LLC | 9,053 | $149.6 萬 | 0.06% | +140+1.6% | 加碼 |
| Erste Asset Management GmbH | 9,108 | $149.6 萬 | 0.03% | +4,008+78.6% | 加碼 |
| Invst, LLC | 8,735 | $148.5 萬 | 0.24% | +630+7.8% | 加碼 |
| J. W. Coons Advisors, LLC | 8,939 | $148.2 萬 | 0.53% | −64−0.7% | 減碼 |
| Boltwood Capital Management | 8,951 | $147.9 萬 | 0.61% | 00.0% | 不變 |
| Jump Financial, LLC | 8,934 | $147.6 萬 | 0.14% | −3,575−28.6% | 減碼 |
| Parallel Advisors, LLC | 8,914 | $147.3 萬 | 0.06% | +825+10.2% | 加碼 |
| CAPROCK Group, Inc. | 8,903 | $147.1 萬 | 0.13% | +700+8.5% | 加碼 |
| Gateway Investment Advisers LLC | 8,828 | $145.9 萬 | 0.01% | −496−5.3% | 減碼 |
| Palisade Asset Management, LLC | 8,832 | $145.9 萬 | 0.17% | 00.0% | 不變 |
| NTV Asset Management LLC | 8,825 | $145.8 萬 | 0.26% | −200−2.2% | 減碼 |
| Taylor Frigon Capital Management LLC | 8,796 | $145.3 萬 | 0.45% | +560+6.8% | 加碼 |
| Allstate Corp | 8,734 | $144.3 萬 | 0.05% | −1,108−11.3% | 減碼 |
| Center for Financial Planning, Inc. | 8,732 | $144.3 萬 | 0.36% | 00.0% | 不變 |
| American National Registered Investment Advisor, Inc. | 8,718 | $144.0 萬 | 0.52% | −700−7.4% | 減碼 |
| Silicon Hills Wealth Management, LLC | 8,717 | $144.0 萬 | 1.12% | +314+3.7% | 加碼 |
| Evoke Wealth, LLC | 8,709 | $143.9 萬 | 0.05% | −548−5.9% | 減碼 |
| Brookstone Capital Management | 8,329 | $143.8 萬 | 0.03% | +8,329 | 新進 |
| Thompson Investment Management, Inc. | 8,685 | $143.5 萬 | 0.21% | 00.0% | 不變 |
| FineMark National Bank & Trust | 8,662 | $143.1 萬 | 0.06% | −649−7.0% | 減碼 |
| Abundance Wealth Counselors | 8,622 | $142.5 萬 | 0.37% | −1,334−13.4% | 減碼 |
| Evermay Wealth Management LLC | 8,591 | $141.9 萬 | 0.26% | −240−2.7% | 減碼 |
| Ieq Capital, LLC | 8,560 | $141.4 萬 | 0.04% | +2,233+35.3% | 加碼 |
| Coastal Bridge Advisors, LLC | 8,488 | $140.3 萬 | 0.29% | +1,008+13.5% | 加碼 |
| Fulton Bank, N.A. | 8,481 | $140.2 萬 | 0.07% | +31+0.4% | 加碼 |
| Everett Harris & Co | 8,453 | $139.7 萬 | 0.02% | 00.0% | 不變 |
| Obermeyer Wood Investment Counsel, LLLP | 8,386 | $138.6 萬 | 0.08% | 00.0% | 不變 |
| Amarillo National Bank | 8,313 | $137.4 萬 | 0.39% | 00.0% | 不變 |
| Auxier Asset Management | 8,308 | $137.3 萬 | 0.23% | −250−2.9% | 減碼 |
| Quadrant Capital Group LLC | 8,307 | $137.3 萬 | 0.20% | +242+3.0% | 加碼 |
| Mid Atlantic Financial Management Inc | 8,231 | $136.0 萬 | 0.09% | +82+1.0% | 加碼 |
| Gladstone Institutional Advisory LLC | 8,228 | $136.0 萬 | 0.16% | +368+4.7% | 加碼 |
| Excalibur Management Corp | 8,211 | $135.7 萬 | 0.61% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 7,993 | $134.6 萬 | 0.05% | −438−5.2% | 減碼 |
| Argent Advisors, Inc. | 8,147 | $134.6 萬 | 0.82% | +12+0.1% | 加碼 |
| Toroso Investments, LLC | 8,150 | $134.3 萬 | 0.05% | +2,152+35.9% | 加碼 |
| Sabadell Asset Management, S.A S.G.I.I.C | 8,058 | $133.1 萬 | 0.23% | +8,058 | 新進 |
| Raab & Moskowitz Asset Management LLC | 8,054 | $133.1 萬 | 0.49% | −590−6.8% | 減碼 |
| Federated Hermes, Inc. | 8,042 | $132.9 萬 | 0.00% | +1,013+14.4% | 加碼 |
| Patten & Patten Inc | 8,001 | $132.2 萬 | 0.10% | −42−0.5% | 減碼 |
| Wellington Shields & Co., LLC | 7,995 | $132.1 萬 | 0.44% | +120+1.5% | 加碼 |
| Csenge Advisory Group | 7,896 | $131.8 萬 | 0.12% | −97−1.2% | 減碼 |