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 3 季 13F 持有人
American Express Co 在 2021/9/30 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
- 1,879
- 較 2021 年第 2 季 +54 家
- 持有股數
- 6.63 億
- 較 2021 年第 2 季 −1,645 萬 (−2.4%)
- 總市值
- $1,112 億
- 較 2021 年第 2 季 −$10.5 億 (−0.9%)
- 新進機構
- 128
- 另有 656 家加碼
- 清倉機構
- 74
- 另有 695 家減碼
另有 26 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Little House Capital LLC | 6,897 | $115.5 萬 | 0.68% | +506+7.9% | 加碼 |
| Veracity Capital LLC | 6,899 | $115.6 萬 | 0.50% | −34−0.5% | 減碼 |
| Duff & Phelps Investment Management Co | 6,925 | $116.0 萬 | 0.02% | −165−2.3% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 6,938 | $116.2 萬 | 0.38% | −357−4.9% | 減碼 |
| Citadel Investment Advisory, Inc. | 6,938 | $116.2 萬 | 0.72% | 00.0% | 不變 |
| Bridgewater Advisors Inc. | 6,940 | $116.3 萬 | 0.32% | 00.0% | 不變 |
| Orrstown Financial Services Inc | 6,948 | $116.4 萬 | 1.84% | −628−8.3% | 減碼 |
| Arjuna Capital | 6,948 | $116.4 萬 | 0.47% | +351+5.3% | 加碼 |
| Coastline Trust Co | 6,955 | $116.5 萬 | 0.14% | −345−4.7% | 減碼 |
| Regent Investment Management LLC | 7,011 | $117.5 萬 | 0.28% | 00.0% | 不變 |
| Mark Stevens | 7,016 | $117.6 萬 | 0.13% | +222+3.3% | 加碼 |
| Conning Inc. | 7,031 | $117.8 萬 | 0.03% | −620−8.1% | 減碼 |
| Kore Private Wealth LLC | 7,030 | $117.8 萬 | 0.12% | +130+1.9% | 加碼 |
| Van Strum & Towne Inc. | 7,065 | $118.4 萬 | 0.47% | −25−0.4% | 減碼 |
| Segall Bryant & Hamill, LLC | 7,065 | $118.4 萬 | 0.01% | +2,070+41.4% | 加碼 |
| Trust Co of Toledo NA | 7,095 | $118.9 萬 | 0.19% | −120−1.7% | 減碼 |
| Thompson Investment Management, Inc. | 7,105 | $119.0 萬 | 0.18% | −1,580−18.2% | 減碼 |
| Bank of Hawaii | 7,188 | $120.4 萬 | 0.07% | −12−0.2% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 7,209 | $120.8 萬 | 0.33% | 00.0% | 不變 |
| Bigelow Investment Advisors, LLC | 7,238 | $121.3 萬 | 0.60% | +997+16.0% | 加碼 |
| Becker Capital Management Inc | 7,248 | $121.4 萬 | 0.05% | −38−0.5% | 減碼 |
| ARGI Investment Services, LLC | 7,248 | $121.4 萬 | 0.04% | +713+10.9% | 加碼 |
| Mutual Advisors, LLC | 7,251 | $121.5 萬 | 0.07% | −17−0.2% | 減碼 |
| Belpointe Asset Management LLC | 7,253 | $121.5 萬 | 0.08% | +736+11.3% | 加碼 |
| YHB Investment Advisors, Inc. | 7,290 | $122.1 萬 | 0.11% | +20+0.3% | 加碼 |
| J.W. Cole Advisors, Inc. | 7,292 | $122.2 萬 | 0.09% | +485+7.1% | 加碼 |
| Crestwood Advisors Group LLC | 7,322 | $122.7 萬 | 0.03% | −15−0.2% | 減碼 |
| Beacon Financial Group | 7,183 | $123.2 萬 | 0.17% | −117−1.6% | 減碼 |
| Connolly Sarah T. | 7,375 | $123.6 萬 | 1.02% | 00.0% | 不變 |
| Investment House LLC | 7,375 | $123.6 萬 | 0.09% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 7,401 | $124.0 萬 | 0.06% | +29+0.4% | 加碼 |
| Arete Wealth Advisors, LLC | 7,427 | $124.1 萬 | 0.14% | +266+3.7% | 加碼 |
| RFG Advisory, LLC | 7,424 | $124.4 萬 | 0.10% | +1,347+22.2% | 加碼 |
| GWM Advisors LLC | 7,441 | $124.7 萬 | 0.03% | −2,414−24.5% | 減碼 |
| TownSquare Capital, LLC | 7,461 | $125.0 萬 | 0.04% | +2,364+46.4% | 加碼 |
| Fort Point Capital Partners LLC | 7,467 | $125.1 萬 | 0.19% | +55+0.7% | 加碼 |
| Allstate Corp | 7,487 | $125.4 萬 | 0.05% | −1,247−14.3% | 減碼 |
| Piscataqua Savings Bank | 7,502 | $125.7 萬 | 1.09% | 00.0% | 不變 |
| Joel Isaacson & Co., LLC | 7,557 | $126.6 萬 | 0.10% | +6+0.1% | 加碼 |
| Investors Asset Management of Georgia Inc | 7,565 | $126.7 萬 | 0.66% | 00.0% | 不變 |
| Van Cleef Asset Management,Inc | 7,601 | $127.3 萬 | 0.19% | +299+4.1% | 加碼 |
| Cerity Partners LLC | 7,607 | $127.4 萬 | 0.03% | +253+3.4% | 加碼 |
| Resources Investment Advisors, LLC. | 7,666 | $128.4 萬 | 0.05% | −100−1.3% | 減碼 |
| SOA Wealth Advisors, LLC. | 7,673 | $128.5 萬 | 0.33% | +9+0.1% | 加碼 |
| Patten & Patten Inc | 7,719 | $129.3 萬 | 0.10% | −282−3.5% | 減碼 |
| Beach Investment Counsel Inc | 7,733 | $129.6 萬 | 0.12% | 00.0% | 不變 |
| Signaturefd, LLC | 7,743 | $129.7 萬 | 0.04% | +1,104+16.6% | 加碼 |
| Pitcairn Co | 7,765 | $130.1 萬 | 0.09% | −166−2.1% | 減碼 |
| Braun Stacey Associates Inc | 7,800 | $130.7 萬 | 0.05% | +900+13.0% | 加碼 |
| Wealthspire Advisors, LLC | 7,814 | $130.9 萬 | 0.03% | +5,237+203.2% | 加碼 |
| Jeereddi Investments, LP | 7,843 | $131.4 萬 | 1.20% | 00.0% | 不變 |
| Smithfield Trust Co | 7,838 | $131.5 萬 | 0.09% | 00.0% | 不變 |
| Wellington Shields & Co., LLC | 7,905 | $132.4 萬 | 0.46% | −90−1.1% | 減碼 |
| Insight Advisors, LLC | 7,696 | $132.8 萬 | 0.40% | −12−0.2% | 減碼 |
| Meeder Asset Management Inc | 7,967 | $133.5 萬 | 0.07% | −1,738−17.9% | 減碼 |
| Moloney Securities Asset Management, LLC | 7,969 | $133.5 萬 | 0.24% | +225+2.9% | 加碼 |
| Erste Asset Management GmbH | 7,844 | $134.6 萬 | 0.03% | −1,264−13.9% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 8,036 | $134.6 萬 | 0.49% | −18−0.2% | 減碼 |
| KWB Wealth | 8,062 | $135.1 萬 | 0.24% | +297+3.8% | 加碼 |
| Great West Life Assurance Co | 8,053 | $135.7 萬 | 0.00% | −93,266−92.1% | 減碼 |
| Howard Capital Management Group, LLC | 8,106 | $135.8 萬 | 0.13% | +167+2.1% | 加碼 |
| Financial Counselors Inc | 8,126 | $136.1 萬 | 0.03% | +930+12.9% | 加碼 |
| Buckley Wealth Management, LLC | 8,132 | $136.2 萬 | 0.44% | −1,039−11.3% | 減碼 |
| Dakota Wealth Management | 8,135 | $136.3 萬 | 0.16% | −2,535−23.8% | 減碼 |
| Excalibur Management Corp | 8,194 | $137.3 萬 | 0.60% | −17−0.2% | 減碼 |
| Csenge Advisory Group | 7,903 | $137.5 萬 | 0.12% | +7+0.1% | 加碼 |
| Karpas Strategies, LLC | 7,950 | $137.7 萬 | 0.45% | 00.0% | 不變 |
| FDx Advisors, Inc. | 8,233 | $137.9 萬 | 0.04% | −8,400−50.5% | 減碼 |
| Mid Atlantic Financial Management Inc | 8,265 | $138.5 萬 | 0.09% | +34+0.4% | 加碼 |
| Strategy Asset Managers LLC | 8,297 | $139.0 萬 | 0.31% | +4,221+103.6% | 加碼 |
| Auxier Asset Management | 8,308 | $139.2 萬 | 0.24% | 00.0% | 不變 |
| Amarillo National Bank | 8,313 | $139.3 萬 | 0.29% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 8,029 | $139.6 萬 | 0.05% | +36+0.5% | 加碼 |
| Empirical Finance, LLC | 8,330 | $139.6 萬 | 0.21% | +453+5.8% | 加碼 |
| Associated Banc-Corp | 8,347 | $139.8 萬 | 0.06% | −2,819−25.2% | 減碼 |
| Quadrant Capital Group LLC | 8,447 | $141.5 萬 | 0.20% | +140+1.7% | 加碼 |
| Evoke Wealth, LLC | 8,478 | $142.0 萬 | 0.05% | −231−2.7% | 減碼 |
| Fulton Bank, N.A. | 8,481 | $142.1 萬 | 0.07% | 00.0% | 不變 |
| Coastal Bridge Advisors, LLC | 8,496 | $142.3 萬 | 0.33% | +8+0.1% | 加碼 |
| Lavaca Capital LLC | 8,531 | $142.9 萬 | 0.72% | −599−6.6% | 減碼 |
| Everett Harris & Co | 8,553 | $143.3 萬 | 0.02% | +100+1.2% | 加碼 |
| FineMark National Bank & Trust | 8,618 | $144.4 萬 | 0.06% | −44−0.5% | 減碼 |
| Community Bank, N.A. | 8,638 | $144.7 萬 | 0.18% | −497−5.4% | 減碼 |
| American National Registered Investment Advisor, Inc. | 8,686 | $145.5 萬 | 0.53% | −32−0.4% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 8,686 | $145.5 萬 | 0.08% | +300+3.6% | 加碼 |
| Gateway Investment Advisers LLC | 8,697 | $145.7 萬 | 0.02% | −131−1.5% | 減碼 |
| Brookstone Capital Management | 8,636 | $145.7 萬 | 0.03% | +307+3.7% | 加碼 |
| NTV Asset Management LLC | 8,725 | $146.2 萬 | 0.25% | −100−1.1% | 減碼 |
| Center for Financial Planning, Inc. | 8,732 | $146.3 萬 | 0.36% | 00.0% | 不變 |
| Grimes & Company, Inc. | 8,797 | $147.4 萬 | 0.06% | −262−2.9% | 減碼 |
| Laffer Tengler Investments | 8,829 | $147.9 萬 | 0.43% | +3,279+59.1% | 加碼 |
| Palisade Asset Management, LLC | 8,832 | $148.0 萬 | 0.18% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,839 | $148.1 萬 | 0.01% | −1,164−11.6% | 減碼 |
| Argent Advisors, Inc. | 8,849 | $148.2 萬 | 0.85% | +702+8.6% | 加碼 |
| Rehmann Capital Advisory Group | 8,901 | $149.1 萬 | 0.14% | −15−0.2% | 減碼 |
| Boltwood Capital Management | 8,951 | $150.0 萬 | 0.60% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 8,990 | $150.6 萬 | 0.05% | −223−2.4% | 減碼 |
| Taylor Frigon Capital Management LLC | 9,054 | $151.7 萬 | 0.49% | +258+2.9% | 加碼 |
| Stokes Family Office, LLC | 9,085 | $152.2 萬 | 0.21% | −343−3.6% | 減碼 |
| Moors & Cabot, Inc. | 9,083 | $152.3 萬 | 0.10% | +1,515+20.0% | 加碼 |