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 |
|---|---|---|---|---|---|
| TrinityPoint Wealth, LLC | 16,711 | $280.0 萬 | 0.54% | −11−0.1% | 減碼 |
| Bell & Brown Wealth Advisors, LLC | 16,811 | $281.6 萬 | 1.52% | +16,811 | 新進 |
| JustInvest LLC | 16,826 | $281.9 萬 | 0.25% | −3,127−15.7% | 減碼 |
| Credit Agricole S A | 17,030 | $285.3 萬 | 0.10% | +4,551+36.5% | 加碼 |
| Everence Capital Management Inc | 17,094 | $286.4 萬 | 0.24% | 00.0% | 不變 |
| Columbia Asset Management | 17,122 | $286.8 萬 | 0.63% | +428+2.6% | 加碼 |
| BFSG, LLC | 17,153 | $287.4 萬 | 0.44% | −26−0.2% | 減碼 |
| Sompo Asset Management Co., Ltd. | 17,160 | $287.4 萬 | 0.66% | +70+0.4% | 加碼 |
| Wellington Shields Capital Management, LLC | 17,173 | $287.7 萬 | 0.39% | −1,304−7.1% | 減碼 |
| NVWM, LLC | 17,201 | $288.2 萬 | 1.04% | +199+1.2% | 加碼 |
| Eads & Heald Wealth Management | 17,221 | $288.5 萬 | 1.39% | +60+0.3% | 加碼 |
| Brewin Dolphin Wealth Management Ltd | 17,290 | $289.7 萬 | 0.33% | 00.0% | 不變 |
| Elgethun Capital Management | 17,290 | $289.8 萬 | 1.00% | −254−1.4% | 減碼 |
| Redpoint Investment Management Pty Ltd | 17,386 | $291.3 萬 | 0.25% | −1,065−5.8% | 減碼 |
| Silvant Capital Management LLC | 17,396 | $291.4 萬 | 0.52% | −3,245−15.7% | 減碼 |
| Howland Capital Management LLC | 17,412 | $291.7 萬 | 0.15% | +20+0.1% | 加碼 |
| Lido Advisors, LLC | 17,454 | $292.4 萬 | 0.07% | −2,590−12.9% | 減碼 |
| Salvus Wealth Management, LLC | 17,497 | $293.1 萬 | 2.39% | +278+1.6% | 加碼 |
| Jag Capital Management, LLC | 17,532 | $293.7 萬 | 0.23% | −437−2.4% | 減碼 |
| Assenagon Asset Management S.A. | 17,662 | $295.9 萬 | 0.01% | +7,350+71.3% | 加碼 |
| Ethic Inc. | 17,698 | $296.5 萬 | 0.30% | −8,963−33.6% | 減碼 |
| Callahan Advisors, LLC | 17,715 | $296.8 萬 | 0.37% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 17,723 | $296.9 萬 | 0.22% | −1,083−5.8% | 減碼 |
| Jefferies Group LLC | 17,937 | $300.5 萬 | 0.07% | +16,350+1,030.2% | 加碼 |
| Altium Wealth Management LLC | 18,016 | $301.8 萬 | 0.22% | −84−0.5% | 減碼 |
| Courier Capital LLC | 18,049 | $302.4 萬 | 0.29% | +422+2.4% | 加碼 |
| Murphy Capital Management Inc | 18,091 | $303.0 萬 | 0.35% | −85−0.5% | 減碼 |
| Umb Bank N A | 18,172 | $304.5 萬 | 0.07% | −450−2.4% | 減碼 |
| WP Advisors, LLC | 18,208 | $305.0 萬 | 1.25% | −275−1.5% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 18,292 | $306.4 萬 | 0.34% | −256−1.4% | 減碼 |
| First Mercantile Trust Co | 18,294 | $306.5 萬 | 0.41% | −663−3.5% | 減碼 |
| Pacifica Capital Investments, LLC | 18,400 | $308.3 萬 | 1.00% | −30−0.2% | 減碼 |
| IBM Retirement Fund | 18,450 | $309.1 萬 | 0.24% | +42+0.2% | 加碼 |
| Hotaling Investment Management, LLC | 18,462 | $309.3 萬 | 1.29% | +399+2.2% | 加碼 |
| People's United Financial, Inc. | 18,575 | $311.2 萬 | 0.07% | −51−0.3% | 減碼 |
| Mount Vernon Associates Inc | 18,586 | $311.4 萬 | 2.85% | +400+2.2% | 加碼 |
| EP Wealth Advisors, LLC | 18,597 | $311.5 萬 | 0.09% | +735+4.1% | 加碼 |
| World Asset Management Inc | 18,599 | $311.6 萬 | 0.31% | −1,607−8.0% | 減碼 |
| Shelton Capital Management | 18,620 | $311.9 萬 | 0.12% | 00.0% | 不變 |
| Busey Wealth Management | 18,872 | $316.2 萬 | 0.13% | +2,052+12.2% | 加碼 |
| Old Dominion Capital Management Inc | 18,905 | $316.7 萬 | 0.68% | +23+0.1% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 18,995 | $318.2 萬 | 0.62% | +216+1.2% | 加碼 |
| Northern Oak Wealth Management Inc | 19,131 | $320.5 萬 | 0.39% | −29,153−60.4% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 19,132 | $320.6 萬 | 0.07% | +3,466+22.1% | 加碼 |
| RNC Capital Management LLC | 19,149 | $320.8 萬 | 0.17% | +573+3.1% | 加碼 |
| Stonnington Group, LLC | 18,506 | $324.1 萬 | 0.72% | −530−2.8% | 減碼 |
| Triasima Portfolio Management inc. | 19,380 | $324.7 萬 | 0.17% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 19,401 | $325.0 萬 | 0.18% | +197+1.0% | 加碼 |
| Strategic Wealth Partners, Ltd. | 19,457 | $326.0 萬 | 0.96% | +1,452+8.1% | 加碼 |
| Ropes Wealth Advisors LLC | 19,544 | $327.4 萬 | 0.52% | −297−1.5% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19,611 | $328.5 萬 | 0.27% | +305+1.6% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 19,665 | $329.4 萬 | 0.22% | −3,534−15.2% | 減碼 |
| Varma Mutual Pension Insurance Co | 19,735 | $330.6 萬 | 0.05% | 00.0% | 不變 |
| Cigna Investments Inc | 19,846 | $332.4 萬 | 0.25% | −570−2.8% | 減碼 |
| Fundamentun, LLC | 19,858 | $332.7 萬 | 0.58% | +2,183+12.4% | 加碼 |
| Cullen Capital Management LLC | 19,956 | $334.3 萬 | 0.03% | +12,873+181.7% | 加碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 20,000 | $335.1 萬 | 1.42% | −20,000−50.0% | 減碼 |
| Regentatlantic Capital LLC | 20,078 | $336.4 萬 | 0.10% | +4,270+27.0% | 加碼 |
| Wetherby Asset Management Inc | 20,114 | $337.0 萬 | 0.21% | +81+0.4% | 加碼 |
| River & Mercantile Asset Management LLP | 20,134 | $337.2 萬 | 0.26% | −1,000−4.7% | 減碼 |
| Bessemer Group Inc | 20,146 | $337.5 萬 | 0.01% | −864−4.1% | 減碼 |
| Eqis Capital Management, Inc. | 20,605 | $345.2 萬 | 0.26% | +652+3.3% | 加碼 |
| BancorpSouth Bank | 20,676 | $346.4 萬 | 0.48% | −12,026−36.8% | 減碼 |
| Raymond James Trust N.A. | 20,764 | $347.8 萬 | 0.12% | +2,103+11.3% | 加碼 |
| Lincoln National Corp | 20,824 | $348.9 萬 | 0.08% | +363+1.8% | 加碼 |
| Chase Investment Counsel Corp | 21,005 | $351.8 萬 | 1.51% | −13,531−39.2% | 減碼 |
| Cubist Systematic Strategies, LLC | 21,180 | $354.8 萬 | 0.04% | +20,884+7,055.4% | 加碼 |
| Essex Investment Management Co LLC | 21,235 | $355.7 萬 | 0.44% | 00.0% | 不變 |
| Taurus Asset Management, LLC | 21,339 | $357.5 萬 | 0.37% | −1,400−6.2% | 減碼 |
| Coldstream Capital Management Inc | 35,790 | $358.8 萬 | 0.17% | +30,360+559.1% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 21,475 | $359.8 萬 | 0.15% | +12+0.1% | 加碼 |
| Tdam USA Inc. | 21,512 | $360.4 萬 | 0.24% | +1,695+8.6% | 加碼 |
| Steel Peak Wealth Management LLC | 21,593 | $361.7 萬 | 0.25% | +16,971+367.2% | 加碼 |
| Lakeview Capital Partners, LLC | 21,606 | $362.0 萬 | 1.67% | −248−1.1% | 減碼 |
| Kingfisher Capital LLC | 21,645 | $362.6 萬 | 0.94% | +505+2.4% | 加碼 |
| Mirova | 21,730 | $364.0 萬 | 0.47% | 00.0% | 不變 |
| Eudaimonia Partners, LLC | 21,732 | $364.1 萬 | 0.66% | +140+0.6% | 加碼 |
| HighPoint Advisor Group LLC | 21,739 | $364.2 萬 | 0.36% | +739+3.5% | 加碼 |
| Semper Augustus Investments Group LLC大師Semper Augustus | 21,908 | $367.0 萬 | 1.19% | −323−1.5% | 減碼 |
| Haverford Trust Co | 21,937 | $367.5 萬 | 0.04% | −20,535−48.3% | 減碼 |
| Covington Capital Management | 22,097 | $370.2 萬 | 0.14% | −150−0.7% | 減碼 |
| Verdence Capital Advisors LLC | 22,284 | $373.3 萬 | 0.49% | −69−0.3% | 減碼 |
| Family Management Corp | 22,339 | $374.2 萬 | 1.03% | −1,422−6.0% | 減碼 |
| Grandfield & Dodd, LLC | 22,386 | $375.0 萬 | 0.26% | +942+4.4% | 加碼 |
| Venture Visionary Partners LLC | 22,432 | $375.8 萬 | 0.27% | +9,468+73.0% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 22,501 | $377.0 萬 | 0.19% | −79−0.3% | 減碼 |
| Meiji Yasuda Life Insurance Co | 22,505 | $377.0 萬 | 0.07% | +3,328+17.4% | 加碼 |
| Independent Advisor Alliance | 22,524 | $377.3 萬 | 0.21% | +3,700+19.7% | 加碼 |
| Strategic Wealth Designers | 22,440 | $378.9 萬 | 1.13% | +4,219+23.2% | 加碼 |
| Twin Tree Management, LP | 22,651 | $379.5 萬 | 0.11% | −19,734−46.6% | 減碼 |
| Clifford Capital Partners LLC | 22,759 | $381.3 萬 | 3.49% | −5,508−19.5% | 減碼 |
| Fort Washington Investment Advisors Inc | 22,841 | $382.6 萬 | 0.02% | 00.0% | 不變 |
| Grassi Investment Management | 22,960 | $384.6 萬 | 0.43% | 00.0% | 不變 |
| Castleark Management LLC | 22,975 | $384.9 萬 | 0.15% | 00.0% | 不變 |
| CastleArk Alternatives, LLC | 22,975 | $384.9 萬 | 0.15% | +22,975 | 新進 |
| Azimuth Capital Management LLC | 22,986 | $385.1 萬 | 0.17% | −400−1.7% | 減碼 |
| RBF Capital, LLC | 23,000 | $385.3 萬 | 0.22% | 00.0% | 不變 |
| Coastal Investment Advisors, Inc. | 23,175 | $388.3 萬 | 0.92% | +41+0.2% | 加碼 |
| Cetera Investment Advisers | 23,276 | $389.9 萬 | 0.06% | −2,104−8.3% | 減碼 |
| Voloridge Investment Management, LLC | 23,276 | $389.9 萬 | 0.03% | +23,276 | 新進 |