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 |
|---|---|---|---|---|---|
| Mezzasalma Advisors, LLC | 3,017 | $50.5 萬 | 0.28% | 00.0% | 不變 |
| Sawtooth Solutions, LLC | 3,034 | $50.8 萬 | 0.08% | +587+24.0% | 加碼 |
| Shufro Rose & Co LLC | 3,033 | $50.8 萬 | 0.04% | +1,300+75.0% | 加碼 |
| Magnus Financial Group LLC | 3,046 | $51.0 萬 | 0.11% | +4+0.1% | 加碼 |
| Deseret Mutual Benefit Administrators | 3,050 | $51.1 萬 | 0.09% | −1,258−29.2% | 減碼 |
| Maryland Capital Management | 3,049 | $51.1 萬 | 0.03% | −470−13.4% | 減碼 |
| Acima Private Wealth, LLC | 3,057 | $51.2 萬 | 0.24% | 00.0% | 不變 |
| Eastern Bank | 3,061 | $51.3 萬 | 0.02% | −187−5.8% | 減碼 |
| Knightsbridge Asset Management, LLC | 3,064 | $51.3 萬 | 0.18% | +963+45.8% | 加碼 |
| Private Ocean, LLC | 3,076 | $51.5 萬 | 0.06% | +8+0.3% | 加碼 |
| Security National Trust Co | 3,131 | $51.8 萬 | 0.12% | 00.0% | 不變 |
| Benedetti & Gucer, Inc. | 3,098 | $51.9 萬 | 0.39% | −75−2.4% | 減碼 |
| Interchange Capital Partners, LLC | 3,100 | $51.9 萬 | 0.87% | −17−0.5% | 減碼 |
| Bingham Osborn & Scarborough LLC | 3,100 | $51.9 萬 | 0.04% | +66+2.2% | 加碼 |
| Cambridge Advisors Inc. | 3,110 | $52.1 萬 | 0.13% | 00.0% | 不變 |
| Optimal Asset Management, Inc. | 3,124 | $52.3 萬 | 0.07% | 00.0% | 不變 |
| Graves-Light Private Wealth Management, Inc. | 3,123 | $52.3 萬 | 0.08% | +10.0% | 加碼 |
| Keebeck Alpha, LP | 3,125 | $52.4 萬 | 0.16% | +402+14.8% | 加碼 |
| All Terrain Financial Advisors, LLC | 3,160 | $52.9 萬 | 0.24% | 00.0% | 不變 |
| Princeton Global Asset Management LLC | 3,167 | $53.1 萬 | 0.16% | −900−22.1% | 減碼 |
| Sanders Morris Harris LLC | 3,042 | $53.1 萬 | 0.10% | −40−1.3% | 減碼 |
| Heritage Wealth Advisors | 3,172 | $53.1 萬 | 0.03% | 00.0% | 不變 |
| Eagle Ridge Investment Management | 3,199 | $53.6 萬 | 0.06% | 00.0% | 不變 |
| Easterly Investment Partners LLC | 3,200 | $53.6 萬 | 0.04% | +3,200 | 新進 |
| Barings LLC | 3,211 | $53.8 萬 | 0.01% | −2,160−40.2% | 減碼 |
| Wittenberg Investment Management, Inc. | 3,210 | $53.8 萬 | 0.21% | 00.0% | 不變 |
| WMS Partners, LLC | 3,230 | $54.1 萬 | 0.08% | −262−7.5% | 減碼 |
| Clean Yield Group | 3,232 | $54.1 萬 | 0.19% | 00.0% | 不變 |
| Derby & Company, Inc | 3,240 | $54.3 萬 | 0.11% | 00.0% | 不變 |
| Indiana Trust & Investment Management CO | 3,241 | $54.3 萬 | 0.27% | −636−16.4% | 減碼 |
| IHT Wealth Management, LLC | 3,249 | $54.4 萬 | 0.04% | −433−11.8% | 減碼 |
| BSW Wealth Partners | 3,257 | $54.6 萬 | 0.15% | −211−6.1% | 減碼 |
| Two Sigma Securities, LLC | 3,257 | $54.6 萬 | 0.11% | +1,449+80.1% | 加碼 |
| Laurel Wealth Advisors, Inc. | 3,263 | $54.7 萬 | 0.10% | −290−8.2% | 減碼 |
| Symphony Financial, Ltd. Co. | 3,196 | $54.8 萬 | 0.19% | −889−21.8% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 3,280 | $54.9 萬 | 0.17% | −100−3.0% | 減碼 |
| Central Bank & Trust Co | 3,285 | $55.0 萬 | 0.09% | −394−10.7% | 減碼 |
| JB Capital LLC | 3,288 | $55.1 萬 | 0.07% | +3,288 | 新進 |
| BTR Capital Management Inc | 3,292 | $55.2 萬 | 0.07% | 00.0% | 不變 |
| Ellis Investment Partners, LLC | 3,298 | $55.2 萬 | 0.14% | +6+0.2% | 加碼 |
| Antonetti Capital Management LLC | 3,300 | $55.3 萬 | 0.45% | +3,300 | 新進 |
| First Foundation Advisors | 3,319 | $55.6 萬 | 0.02% | −119−3.5% | 減碼 |
| Semmax Financial Advisors Inc. | 3,350 | $56.1 萬 | 0.19% | −201−5.7% | 減碼 |
| Riverbridge Partners LLC | 3,348 | $56.1 萬 | 0.01% | 00.0% | 不變 |
| Canton Hathaway, LLC | 3,357 | $56.2 萬 | 0.16% | +327+10.8% | 加碼 |
| Hartford Financial Management Inc. | 3,362 | $56.3 萬 | 0.14% | 00.0% | 不變 |
| Profit Investment Management, LLC | 3,376 | $56.5 萬 | 0.39% | 00.0% | 不變 |
| B. Riley Wealth Management, Inc. | 3,373 | $56.5 萬 | 0.04% | +56+1.7% | 加碼 |
| Salem Investment Counselors Inc | 3,394 | $56.9 萬 | 0.03% | +100+3.0% | 加碼 |
| Grove Bank & Trust | 3,415 | $57.2 萬 | 0.12% | 00.0% | 不變 |
| TNF LLC | 3,575 | $57.4 萬 | 0.25% | +3,575 | 新進 |
| Old Mission Investment Co LLC | 3,426 | $57.4 萬 | 0.23% | −11−0.3% | 減碼 |
| SignalPoint Asset Management, LLC | 3,434 | $57.5 萬 | 0.18% | +101+3.0% | 加碼 |
| Defined Wealth Management, LLC | 3,444 | $57.7 萬 | 0.51% | +28+0.8% | 加碼 |
| Tompkins Financial Corp | 3,443 | $57.7 萬 | 0.11% | +3,443 | 新進 |
| Monetary Management Group Inc | 3,450 | $57.8 萬 | 0.16% | +625+22.1% | 加碼 |
| PFG Advisors | 3,460 | $58.0 萬 | 0.07% | −18−0.5% | 減碼 |
| Engine No. 1 LLC | 3,462 | $58.0 萬 | 0.15% | +1,388+66.9% | 加碼 |
| Equitable Holdings, Inc. | 3,471 | $58.1 萬 | 0.01% | −238−6.4% | 減碼 |
| Crescent Capital Consulting, LLC | 3,475 | $58.2 萬 | 0.11% | 00.0% | 不變 |
| Gitterman Wealth Management, LLC | 3,474 | $58.2 萬 | 0.47% | 00.0% | 不變 |
| Ridgewood Investments LLC | 3,487 | $58.4 萬 | 0.40% | 00.0% | 不變 |
| Barton Investment Management | 3,500 | $58.6 萬 | 0.05% | 00.0% | 不變 |
| Ferguson Wellman Capital Management, Inc | 3,517 | $58.9 萬 | 0.02% | 00.0% | 不變 |
| Sigma Investment Counselors Inc | 3,527 | $59.1 萬 | 0.04% | 00.0% | 不變 |
| Balentine LLC | 3,530 | $59.1 萬 | 0.02% | +118+3.5% | 加碼 |
| Prospera Financial Services Inc | 3,533 | $59.3 萬 | 0.03% | −450−11.3% | 減碼 |
| First Citizens Bank & Trust Co | 3,546 | $59.4 萬 | 0.03% | +171+5.1% | 加碼 |
| US Asset Management LLC | 3,544 | $59.4 萬 | 0.58% | +3,544 | 新進 |
| Independent Financial Group, LLC | 3,555 | $59.6 萬 | 0.06% | +200+6.0% | 加碼 |
| Financial Management Network Inc | 3,475 | $60.0 萬 | 0.30% | +2+0.1% | 加碼 |
| Hall Capital Management Co Inc | 3,585 | $60.1 萬 | 0.38% | −20−0.6% | 減碼 |
| Aspen Investment Management Inc | 3,588 | $60.1 萬 | 0.32% | 00.0% | 不變 |
| Factorial Partners, LLC | 3,600 | $60.3 萬 | 0.41% | −7,500−67.6% | 減碼 |
| Cadence Bank NA | 3,601 | $60.3 萬 | 0.18% | +1,000+38.4% | 加碼 |
| Arrow Financial Corp | 3,620 | $60.6 萬 | 0.08% | −150−4.0% | 減碼 |
| Altfest L J & Co Inc | 3,625 | $60.7 萬 | 0.13% | +10.0% | 加碼 |
| Accredited Investors Inc. | 3,645 | $61.1 萬 | 0.07% | −134−3.5% | 減碼 |
| Philadelphia Trust Co | 3,645 | $61.1 萬 | 0.05% | 00.0% | 不變 |
| Cumberland Partners Ltd | 3,650 | $61.1 萬 | 0.05% | +500+15.9% | 加碼 |
| VeraBank, N.A. | 3,653 | $61.2 萬 | 0.35% | −290−7.4% | 減碼 |
| Resource Management, LLC | 3,664 | $61.4 萬 | 0.07% | −1,496−29.0% | 減碼 |
| Bristol John W & Co Inc | 3,670 | $61.5 萬 | 0.01% | 00.0% | 不變 |
| RB Capital Management, LLC | 3,689 | $61.8 萬 | 0.23% | +10+0.3% | 加碼 |
| All Season Financial Advisors, Inc. | 3,689 | $61.8 萬 | 0.50% | +2,184+145.1% | 加碼 |
| GYL Financial Synergies, LLC | 3,702 | $62.0 萬 | 0.32% | +21+0.6% | 加碼 |
| DT Investment Partners, LLC | 3,707 | $62.1 萬 | 0.08% | +2,473+200.4% | 加碼 |
| Acropolis Investment Management, LLC | 3,721 | $62.2 萬 | 0.07% | −80−2.1% | 減碼 |
| CX Institutional | 3,716 | $62.2 萬 | 0.05% | +8+0.2% | 加碼 |
| Sutton Wealth Advisors Inc. | 3,740 | $62.7 萬 | 0.23% | −3−0.1% | 減碼 |
| CoreFirst Bank & Trust | 3,766 | $63.1 萬 | 0.44% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 3,765 | $63.1 萬 | 0.08% | +329+9.6% | 加碼 |
| Trinity Legacy Partners, LLC | 3,787 | $63.4 萬 | 0.23% | +55+1.5% | 加碼 |
| Aries Wealth Management | 3,786 | $63.4 萬 | 0.27% | +130+3.6% | 加碼 |
| Benin Management CORP | 3,797 | $63.6 萬 | 0.20% | −60−1.6% | 減碼 |
| Ipswich Investment Management Co., Inc. | 3,796 | $63.6 萬 | 0.16% | +150+4.1% | 加碼 |
| Optas, LLC | 3,814 | $63.9 萬 | 0.19% | −14−0.4% | 減碼 |
| Kovack Advisors, Inc. | 3,824 | $64.1 萬 | 0.07% | −279−6.8% | 減碼 |
| Chemung Canal Trust Co | 3,843 | $64.3 萬 | 0.12% | −19−0.5% | 減碼 |
| Stonebridge Capital Management Inc | 3,840 | $64.4 萬 | 0.24% | 00.0% | 不變 |