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 |
|---|---|---|---|---|---|
| SOL Capital Management CO | 12,253 | $205.3 萬 | 0.41% | −430−3.4% | 減碼 |
| High Pointe Capital Management LLC | 12,268 | $205.5 萬 | 1.63% | 00.0% | 不變 |
| Signature Wealth Management Group | 12,271 | $205.6 萬 | 1.14% | +1,480+13.7% | 加碼 |
| Teamwork Financial Advisors, LLC | 12,301 | $206.1 萬 | 0.41% | +12,301 | 新進 |
| Osborne Partners Capital Management, LLC | 12,311 | $206.2 萬 | 0.17% | 00.0% | 不變 |
| CSM Advisors, LLC | 12,309 | $206.3 萬 | 0.15% | +500+4.2% | 加碼 |
| Integrated Wealth Concepts LLC | 12,318 | $206.4 萬 | 0.07% | +4,862+65.2% | 加碼 |
| Avantax Advisory Services, Inc. | 12,352 | $206.8 萬 | 0.03% | +1,689+15.8% | 加碼 |
| Kanawha Capital Management LLC | 12,417 | $208.0 萬 | 0.19% | +28+0.2% | 加碼 |
| Cetera Advisors LLC | 12,439 | $208.4 萬 | 0.04% | +1,738+16.2% | 加碼 |
| Dynamic Advisor Solutions LLC | 12,482 | $209.1 萬 | 0.16% | −663−5.0% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 12,491 | $209.3 萬 | 0.08% | +213+1.7% | 加碼 |
| Bluestein R H & Co | 12,495 | $209.3 萬 | 0.08% | +1,040+9.1% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 12,531 | $209.9 萬 | 0.78% | 00.0% | 不變 |
| Squarepoint Ops LLC | 12,552 | $210.3 萬 | 0.01% | −12,374−49.6% | 減碼 |
| Toroso Investments, LLC | 12,561 | $210.6 萬 | 0.08% | +4,411+54.1% | 加碼 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 12,610 | $211.3 萬 | 0.15% | 00.0% | 不變 |
| Aviance Capital Partners, LLC | 12,672 | $212.3 萬 | 0.37% | −123−1.0% | 減碼 |
| Sandhill Capital Partners LLC | 12,673 | $212.3 萬 | 0.17% | +123+1.0% | 加碼 |
| Jane Street Group, LLC | 12,794 | $214.4 萬 | 0.01% | −11,723−47.8% | 減碼 |
| Harbour Investments, Inc. | 12,833 | $215.0 萬 | 0.07% | +1,852+16.9% | 加碼 |
| American Portfolios Advisors | 12,878 | $215.7 萬 | 0.08% | −4,434−25.6% | 減碼 |
| Clear Street Markets LLC | 12,883 | $215.8 萬 | 0.48% | −623−4.6% | 減碼 |
| Welch Group, LLC | 13,012 | $218.0 萬 | 0.15% | −229−1.7% | 減碼 |
| F/M Investments LLC | 13,123 | $219.8 萬 | 1.57% | +12+0.1% | 加碼 |
| Ashfield Capital Partners, LLC | 13,156 | $220.4 萬 | 0.16% | 00.0% | 不變 |
| KCM Investment Advisors LLC | 13,174 | $220.7 萬 | 0.09% | −1,296−9.0% | 減碼 |
| Cape Cod Five Cents Savings Bank | 13,182 | $220.9 萬 | 0.23% | −143−1.1% | 減碼 |
| Gilman Hill Asset Management, LLC | 13,214 | $221.4 萬 | 0.57% | −105−0.8% | 減碼 |
| Arden Trust Co | 13,219 | $221.5 萬 | 0.38% | +30.0% | 加碼 |
| BKD Wealth Advisors, LLC | 13,221 | $221.5 萬 | 0.10% | +132+1.0% | 加碼 |
| Doheny Asset Management | 13,248 | $221.9 萬 | 1.59% | 00.0% | 不變 |
| Aristotle Capital Management, LLC | 13,253 | $222.0 萬 | 0.00% | +57+0.4% | 加碼 |
| Investment Advisory Services Inc | 13,258 | $222.1 萬 | 1.36% | +10.0% | 加碼 |
| Fort Sheridan Advisors LLC | 13,300 | $222.8 萬 | 0.73% | 00.0% | 不變 |
| Greenleaf Trust | 13,363 | $223.9 萬 | 0.03% | +526+4.1% | 加碼 |
| Argus Investors' Counsel, Inc. | 13,390 | $224.3 萬 | 1.47% | −12,730−48.7% | 減碼 |
| Mizuho Securities USA LLC | 13,409 | $224.6 萬 | 0.23% | −126−0.9% | 減碼 |
| Campbell Newman Asset Management Inc | 13,601 | $227.9 萬 | 0.23% | −195,676−93.5% | 減碼 |
| Benedict Financial Advisors Inc | 13,635 | $228.4 萬 | 0.64% | −331−2.4% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 13,667 | $229.0 萬 | 0.22% | +10.0% | 加碼 |
| Kingsview Wealth Management, LLC | 13,675 | $229.1 萬 | 0.11% | +8,011+141.4% | 加碼 |
| DCM Advisors, LLC | 13,693 | $229.4 萬 | 0.88% | +13,693 | 新進 |
| South State Corp. | 13,702 | $229.5 萬 | 0.19% | −239−1.7% | 減碼 |
| Resonant Capital Advisors, LLC | 13,716 | $229.8 萬 | 0.40% | +1,297+10.4% | 加碼 |
| Capula Management Ltd | 13,754 | $229.8 萬 | 0.18% | +11,027+404.4% | 加碼 |
| Profund Advisors LLC | 13,766 | $230.6 萬 | 0.08% | −562−3.9% | 減碼 |
| Leonteq Securities AG | 13,801 | $231.2 萬 | 0.12% | +9,028+189.1% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 13,813 | $231.4 萬 | 0.09% | +4,506+48.4% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 13,949 | $233.7 萬 | 1.46% | −15−0.1% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 13,950 | $233.7 萬 | 0.01% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 13,963 | $233.9 萬 | 0.12% | −66−0.5% | 減碼 |
| BLB&B Advisors, LLC | 13,968 | $234.0 萬 | 0.16% | −152−1.1% | 減碼 |
| Glenview Trust Co | 13,963 | $234.0 萬 | 0.09% | 00.0% | 不變 |
| BBR Partners, LLC | 13,979 | $234.2 萬 | 0.19% | −50−0.4% | 減碼 |
| Sawgrass Asset Management LLC | 14,036 | $235.1 萬 | 0.24% | −4,595−24.7% | 減碼 |
| Silicon Hills Wealth Management, LLC | 14,108 | $236.4 萬 | 1.62% | +5,391+61.8% | 加碼 |
| Buckingham Strategic Wealth, LLC | 14,133 | $236.8 萬 | 0.05% | +227+1.6% | 加碼 |
| Bridgewater Associates, LP | 14,150 | $237.1 萬 | 0.01% | +14,150 | 新進 |
| Sawyer & Company, Inc | 14,158 | $237.2 萬 | 1.12% | 00.0% | 不變 |
| Accuvest Global Advisors | 13,827 | $237.2 萬 | 1.12% | +11,910+621.3% | 加碼 |
| Icon Advisers Inc | 14,200 | $237.9 萬 | 0.40% | 00.0% | 不變 |
| Proequities, Inc. | 14,229 | $238.4 萬 | 0.15% | +309+2.2% | 加碼 |
| Signet Investment Advisory Group, Inc. | 14,238 | $238.5 萬 | 1.50% | +350+2.5% | 加碼 |
| Private Asset Management Inc | 14,259 | $238.9 萬 | 0.33% | −40−0.3% | 減碼 |
| Blueshift Asset Management, LLC | 14,273 | $239.1 萬 | 0.13% | +14,273 | 新進 |
| Cito Capital Group, LLC | 14,300 | $239.6 萬 | 1.12% | −2,000−12.3% | 減碼 |
| Washington Trust Co | 14,443 | $242.0 萬 | 0.07% | −112−0.8% | 減碼 |
| Virtu Financial LLC | 14,662 | $245.6 萬 | 0.22% | −3,459−19.1% | 減碼 |
| Pettee Investors, Inc. | 14,681 | $246.0 萬 | 1.15% | 00.0% | 不變 |
| Arabesque Asset Management Ltd | 14,754 | $247.2 萬 | 0.83% | +9,754+195.1% | 加碼 |
| Selway Asset Management | 14,860 | $248.9 萬 | 1.36% | +185+1.3% | 加碼 |
| Independent Investors Inc | 15,014 | $251.5 萬 | 0.63% | 00.0% | 不變 |
| Commerzbank Aktiengesellschaft | 15,190 | $254.5 萬 | 0.15% | +8,980+144.6% | 加碼 |
| Valueworks LLC | 15,227 | $255.1 萬 | 1.09% | +10.0% | 加碼 |
| U S Global Investors Inc | 15,394 | $257.9 萬 | 0.08% | +5,000+48.1% | 加碼 |
| Hudson Valley Investment Advisors Inc | 15,420 | $258.3 萬 | 0.44% | +4,938+47.1% | 加碼 |
| Evercore Wealth Management, LLC | 15,431 | $258.5 萬 | 0.05% | −785−4.8% | 減碼 |
| LaFleur & Godfrey LLC | 15,492 | $259.5 萬 | 0.36% | 00.0% | 不變 |
| Van Eck Associates Corp | 15,560 | $260.7 萬 | 0.01% | +736+5.0% | 加碼 |
| Campbell Capital Management Inc | 15,580 | $261.0 萬 | 1.14% | +15,580 | 新進 |
| Brave Asset Management Inc | 15,615 | $261.6 萬 | 0.76% | 00.0% | 不變 |
| Advisory Services Network, LLC | 15,658 | $262.4 萬 | 0.08% | +912+6.2% | 加碼 |
| Sigma Planning Corp | 15,666 | $262.5 萬 | 0.08% | −875−5.3% | 減碼 |
| Bank of Stockton | 15,748 | $263.8 萬 | 0.81% | −55−0.3% | 減碼 |
| Tower Bridge Advisors | 15,876 | $266.0 萬 | 0.18% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 15,871 | $266.0 萬 | 0.15% | +111+0.7% | 加碼 |
| Jackson Square Capital, LLC | 15,959 | $267.4 萬 | 0.87% | −48−0.3% | 減碼 |
| Naples Global Advisors, LLC | 15,970 | $267.5 萬 | 0.35% | −195−1.2% | 減碼 |
| Siemens Fonds Invest GmbH | 16,134 | $270.3 萬 | 0.18% | +601+3.9% | 加碼 |
| Montag A & Associates Inc | 16,250 | $272.2 萬 | 0.15% | 00.0% | 不變 |
| TIAA Kaspick, LLC | 16,315 | $273.3 萬 | 11.30% | −175−1.1% | 減碼 |
| Cutler Group LP | 16,360 | $274.0 萬 | 0.21% | +16,360 | 新進 |
| Kentucky Retirement Systems Insurance Trust Fund | 16,380 | $274.4 萬 | 0.29% | −555−3.3% | 減碼 |
| Peoples Financial Services Corp. | 16,394 | $274.6 萬 | 1.16% | −185−1.1% | 減碼 |
| Bennicas & Associates, Inc. | 16,412 | $275.0 萬 | 1.55% | −175−1.1% | 減碼 |
| Americana Partners, LLC | 16,512 | $276.6 萬 | 0.67% | +14,516+727.3% | 加碼 |
| Condor Capital Management | 16,563 | $277.5 萬 | 0.30% | −280−1.7% | 減碼 |
| Northstar Group, Inc. | 16,562 | $277.5 萬 | 0.72% | −29−0.2% | 減碼 |
| West Oak Capital, LLC | 16,710 | $279.9 萬 | 1.09% | −745−4.3% | 減碼 |