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 |
|---|---|---|---|---|---|
| Savant Capital, LLC | 9,128 | $152.9 萬 | 0.06% | +75+0.8% | 加碼 |
| Bradley & Co. Private Wealth Management, LLC | 9,151 | $153.3 萬 | 1.32% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 9,153 | $153.3 萬 | 0.14% | +250+2.8% | 加碼 |
| Bryn Mawr Trust Co | 9,163 | $153.5 萬 | 0.06% | −500−5.2% | 減碼 |
| Trustcore Financial Services, LLC | 9,181 | $153.8 萬 | 0.15% | −31−0.3% | 減碼 |
| Beaumont Financial Partners, LLC | 9,195 | $154.0 萬 | 0.12% | −648−6.6% | 減碼 |
| Parallel Advisors, LLC | 9,206 | $154.2 萬 | 0.06% | +292+3.3% | 加碼 |
| Sabadell Asset Management, S.A S.G.I.I.C | 9,213 | $154.3 萬 | 0.27% | +1,155+14.3% | 加碼 |
| Lazard Freres Gestion S.A.S. | 9,085 | $154.5 萬 | 0.04% | 00.0% | 不變 |
| Walter & Keenan Financial Consulting Co | 9,248 | $154.9 萬 | 0.53% | +48+0.5% | 加碼 |
| Spirit of America Management Corp | 9,250 | $155.0 萬 | 0.33% | −1,000−9.8% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 9,263 | $155.2 萬 | 0.21% | 00.0% | 不變 |
| J. W. Coons Advisors, LLC | 9,339 | $156.5 萬 | 0.54% | +400+4.5% | 加碼 |
| Greenwood Gearhart Inc | 9,492 | $159.0 萬 | 0.25% | −811−7.9% | 減碼 |
| Meristem Family Wealth, LLC | 9,491 | $159.0 萬 | 0.15% | +2,952+45.1% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 9,540 | $159.7 萬 | 0.10% | −1,800−15.9% | 減碼 |
| Hartline Investment Corp | 9,553 | $160.0 萬 | 0.22% | −913−8.7% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 9,598 | $160.8 萬 | 0.37% | −734−7.1% | 減碼 |
| Simmons Bank | 9,605 | $160.9 萬 | 0.12% | 00.0% | 不變 |
| Sciencast Management LP | 9,475 | $161.3 萬 | 0.46% | +7,361+348.2% | 加碼 |
| Ingalls & Snyder LLC | 9,649 | $161.6 萬 | 0.07% | −540−5.3% | 減碼 |
| Invst, LLC | 9,683 | $162.2 萬 | 0.26% | +948+10.9% | 加碼 |
| Berkshire Asset Management LLC | 9,731 | $163.0 萬 | 0.11% | −195−2.0% | 減碼 |
| Quantbot Technologies LP | 9,770 | $163.6 萬 | 0.12% | +9,770 | 新進 |
| Markston International LLC | 9,798 | $164.1 萬 | 1.54% | −11,176−53.3% | 減碼 |
| Knuff & Co LLC | 9,855 | $165.1 萬 | 0.62% | 00.0% | 不變 |
| IPG Investment Advisors LLC | 9,931 | $166.4 萬 | 0.53% | +9,931 | 新進 |
| St. Johns Investment Management Company, LLC | 9,945 | $166.6 萬 | 0.92% | +89+0.9% | 加碼 |
| Chicago Capital, LLC | 9,949 | $166.7 萬 | 0.06% | −120−1.2% | 減碼 |
| AlphaCrest Capital Management LLC | 9,998 | $167.5 萬 | 0.09% | −6,782−40.4% | 減碼 |
| Ally Financial Inc. | 10,000 | $167.5 萬 | 0.16% | 00.0% | 不變 |
| Sovarnum Capital L.P. | 10,000 | $167.5 萬 | 1.58% | 00.0% | 不變 |
| Hyman Charles D | 10,004 | $167.6 萬 | 0.12% | 00.0% | 不變 |
| Vestcor Inc | 10,064 | $168.6 萬 | 0.06% | −1,425−12.4% | 減碼 |
| Essex Financial Services, Inc. | 10,062 | $168.6 萬 | 0.19% | +6,499+182.4% | 加碼 |
| Brewin Dolphin Ltd | 10,133 | $169.8 萬 | 0.07% | −2,261−18.2% | 減碼 |
| Rathbone Brothers plc | 10,171 | $170.4 萬 | 0.02% | −606−5.6% | 減碼 |
| Massmutual Trust Co FSB | 10,192 | $170.7 萬 | 0.07% | +402+4.1% | 加碼 |
| Veriti Management LLC | 10,198 | $170.8 萬 | 0.24% | −1,473−12.6% | 減碼 |
| Institute for Wealth Management, LLC. | 10,248 | $171.7 萬 | 0.30% | 00.0% | 不變 |
| Rothschild Investment Corp | 10,273 | $172.1 萬 | 0.14% | −1,000−8.9% | 減碼 |
| Fukoku Mutual Life Insurance Co | 10,270 | $172.1 萬 | 0.13% | +3,270+46.7% | 加碼 |
| Ballentine Partners, LLC | 10,293 | $172.5 萬 | 0.06% | +4,753+85.8% | 加碼 |
| Trustco Bank Corp N Y | 10,300 | $172.6 萬 | 1.61% | +25+0.2% | 加碼 |
| Inlet Private Wealth, LLC | 10,406 | $174.3 萬 | 0.47% | 00.0% | 不變 |
| ACG Wealth | 10,464 | $175.3 萬 | 0.23% | +761+7.8% | 加碼 |
| Woodstock Corp | 10,470 | $175.4 萬 | 0.20% | 00.0% | 不變 |
| Ieq Capital, LLC | 10,473 | $175.4 萬 | 0.05% | +1,913+22.3% | 加碼 |
| FOCUS Wealth Advisors, LLC | 10,475 | $175.5 萬 | 1.19% | +170+1.6% | 加碼 |
| IndexIQ Advisors LLC | 10,487 | $175.7 萬 | 0.06% | +507+5.1% | 加碼 |
| Citizens Business Bank | 10,500 | $175.9 萬 | 0.23% | −600−5.4% | 減碼 |
| McMillion Capital Management Inc | 10,526 | $176.3 萬 | 1.04% | 00.0% | 不變 |
| Advisor Resource Council | 10,545 | $176.7 萬 | 0.54% | −220−2.0% | 減碼 |
| Wright Investors Service Inc | 10,549 | $176.7 萬 | 0.50% | +259+2.5% | 加碼 |
| Illinois Municipal Retirement Fund | 10,562 | $176.9 萬 | 0.07% | +1,020+10.7% | 加碼 |
| Boston Family Office LLC | 10,613 | $177.8 萬 | 0.13% | −3,000−22.0% | 減碼 |
| Penobscot Investment Management Company, Inc. | 10,771 | $180.4 萬 | 0.27% | −100−0.9% | 減碼 |
| Anchor Investment Management, LLC | 10,784 | $180.7 萬 | 0.25% | +605+5.9% | 加碼 |
| Union Heritage Capital, LLC | 10,788 | $180.7 萬 | 0.85% | 00.0% | 不變 |
| Lincoln Capital LLC | 10,906 | $182.7 萬 | 0.50% | −80−0.7% | 減碼 |
| Advisory Research Inc | 10,918 | $182.9 萬 | 0.12% | −63−0.6% | 減碼 |
| Personal Capital Advisors Corp | 10,923 | $183.0 萬 | 0.01% | +97+0.9% | 加碼 |
| True North Advisors, LLC | 11,000 | $184.2 萬 | 0.36% | 00.0% | 不變 |
| Gifford Fong Associates | 11,000 | $184.3 萬 | 0.36% | 00.0% | 不變 |
| Adviser Investments LLC | 11,039 | $184.9 萬 | 0.14% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 11,058 | $185.3 萬 | 0.04% | +11,058 | 新進 |
| MainStreet Investment Advisors LLC | 11,112 | $186.2 萬 | 0.18% | −779−6.6% | 減碼 |
| Guardian Capital LP | 11,118 | $186.3 萬 | 0.04% | −400−3.5% | 減碼 |
| Corient Capital Partners, LLC | 11,164 | $187.0 萬 | 0.14% | +618+5.9% | 加碼 |
| Private Wealth Partners, LLC | 11,213 | $187.9 萬 | 0.17% | 00.0% | 不變 |
| Pinnacle Holdings, LLC | 11,248 | $188.4 萬 | 0.83% | −285−2.5% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 11,256 | $188.6 萬 | 0.08% | +11,256 | 新進 |
| Nicholas Hoffman & Company, LLC. | 11,305 | $189.4 萬 | 0.33% | +109+1.0% | 加碼 |
| Point72 Hong Kong Ltd | 11,315 | $189.6 萬 | 0.15% | +10,025+777.1% | 加碼 |
| Jacobi Capital Management LLC | 11,328 | $189.8 萬 | 0.24% | −3,537−23.8% | 減碼 |
| Wintrust Investments LLC | 11,352 | $190.2 萬 | 0.26% | −23−0.2% | 減碼 |
| Valeo Financial Advisors, LLC | 11,424 | $191.4 萬 | 0.11% | +217+1.9% | 加碼 |
| Pensionfund DSM Netherlands | 11,500 | $192.7 萬 | 0.24% | +11,500 | 新進 |
| Bailard, Inc. | 11,528 | $193.1 萬 | 0.07% | +162+1.4% | 加碼 |
| Fairfield, Bush & Co. | 11,560 | $193.6 萬 | 0.63% | −65−0.6% | 減碼 |
| Gamble Jones Investment Counsel | 11,567 | $193.8 萬 | 0.13% | 00.0% | 不變 |
| Arcus Capital Partners, LLC | 11,583 | $194.0 萬 | 0.73% | −1,958−14.5% | 減碼 |
| AXS Investments LLC | 11,583 | $194.0 萬 | 0.73% | +11,583 | 新進 |
| XTX Topco Ltd | 11,582 | $194.0 萬 | 0.65% | +11,582 | 新進 |
| Pinnacle Wealth Management Advisory Group, LLC | 11,584 | $194.1 萬 | 0.45% | −185−1.6% | 減碼 |
| Lindsell Train Ltd大師Lindsell Train | 11,600 | $194.3 萬 | 0.03% | 00.0% | 不變 |
| Budros, Ruhlin & Roe, Inc. | 11,623 | $194.7 萬 | 0.22% | −76−0.6% | 減碼 |
| Madison Wealth Management | 11,692 | $195.9 萬 | 0.43% | +151+1.3% | 加碼 |
| Lowe Brockenbrough & Co Inc | 11,737 | $196.6 萬 | 0.15% | −163−1.4% | 減碼 |
| Change Path, LLC | 11,845 | $198.4 萬 | 0.12% | −47−0.4% | 減碼 |
| Smith, Salley & Associates | 11,862 | $198.7 萬 | 0.16% | 00.0% | 不變 |
| IFG Advisory, LLC | 11,873 | $198.9 萬 | 0.21% | −365−3.0% | 減碼 |
| Gotham Asset Management, LLC | 11,925 | $199.8 萬 | 0.08% | +8,316+230.4% | 加碼 |
| Canandaigua National Corp | 11,942 | $200.1 萬 | 0.33% | +446+3.9% | 加碼 |
| Bull Street Advisors, LLC | 11,990 | $200.9 萬 | 1.04% | +55+0.5% | 加碼 |
| Fruth Investment Management | 12,000 | $201.0 萬 | 0.62% | 00.0% | 不變 |
| SG3 Management, LLC | 12,000 | $201.0 萬 | 0.71% | +2,000+20.0% | 加碼 |
| Rational Advisors LLC | 12,000 | $201.0 萬 | 0.16% | +12,000 | 新進 |
| Frontier Wealth Management LLC | 12,101 | $202.7 萬 | 0.14% | +683+6.0% | 加碼 |
| Caldwell Trust Co | 12,254 | $205.3 萬 | 0.26% | +2,846+30.3% | 加碼 |