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 |
|---|---|---|---|---|---|
| Fort Pitt Capital Group, LLC | 3,853 | $64.5 萬 | 0.03% | −642−14.3% | 減碼 |
| Merrion Investment Management Co, LLC | 3,891 | $65.1 萬 | 0.50% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 3,884 | $65.1 萬 | 0.09% | +1,693+77.3% | 加碼 |
| Cary Street Partners Asset Management LLC | 3,891 | $65.2 萬 | 0.23% | −182−4.5% | 減碼 |
| MTM Investment Management, LLC | 3,891 | $65.2 萬 | 0.35% | +75+2.0% | 加碼 |
| Saybrook Capital | 3,900 | $65.3 萬 | 0.18% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 3,896 | $65.3 萬 | 0.08% | +30+0.8% | 加碼 |
| Doliver Advisors, LP | 3,903 | $65.4 萬 | 0.22% | +302+8.4% | 加碼 |
| Tortoise Index Solutions, LLC | 3,911 | $65.5 萬 | 0.16% | +3,911 | 新進 |
| Sound View Wealth Advisors Group, LLC | 3,918 | $65.6 萬 | 0.14% | −233−5.6% | 減碼 |
| Partners Group Holding AG | 3,934 | $65.9 萬 | 0.05% | +3,934 | 新進 |
| Enterprise Financial Services Corp | 3,949 | $66.2 萬 | 0.09% | +3,403+623.3% | 加碼 |
| Baldwin Investment Management, LLC | 3,960 | $66.3 萬 | 0.12% | 00.0% | 不變 |
| First City Capital Management, Inc. | 3,966 | $66.4 萬 | 0.37% | +162+4.3% | 加碼 |
| Exane Derivatives | 3,975 | $66.6 萬 | 0.17% | −317−7.4% | 減碼 |
| Brown Advisory Securities, LLC | 3,988 | $67.0 萬 | 0.20% | −5,103−56.1% | 減碼 |
| Weik Capital Management | 4,035 | $67.6 萬 | 0.28% | +225+5.9% | 加碼 |
| LGL Partners, LLC | 4,043 | $67.7 萬 | 0.41% | +10.0% | 加碼 |
| Beaumont Asset Management, L.L.C. | 4,057 | $67.9 萬 | 0.51% | +60+1.5% | 加碼 |
| Centerpoint Advisors, LLC | 4,079 | $68.3 萬 | 0.33% | +22+0.5% | 加碼 |
| NorthRock Partners, LLC | 4,078 | $68.3 萬 | 0.06% | +884+27.7% | 加碼 |
| Moneta Group Investment Advisors LLC | 4,095 | $68.6 萬 | 0.03% | −365−8.2% | 減碼 |
| First Affirmative Financial Network | 4,097 | $68.6 萬 | 0.71% | +4,097 | 新進 |
| Blueprint Investment Partners LLC | 4,109 | $68.8 萬 | 0.34% | +1,816+79.2% | 加碼 |
| Golden State Wealth Management, LLC | 4,109 | $68.9 萬 | 0.15% | −5−0.1% | 減碼 |
| Bond & Devick Financial Network, Inc. | 4,119 | $69.0 萬 | 0.57% | −100−2.4% | 減碼 |
| Twin Capital Management Inc | 4,116 | $69.0 萬 | 0.07% | +4,116 | 新進 |
| Hills Bank & Trust Co | 4,133 | $69.2 萬 | 0.10% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 4,132 | $69.2 萬 | 0.07% | +428+11.6% | 加碼 |
| Somerville Kurt F | 4,150 | $69.6 萬 | 0.11% | 00.0% | 不變 |
| Perpetual Investment Management Ltd | 4,156 | $69.6 萬 | 0.09% | +2,402+136.9% | 加碼 |
| Platform Technology Partners | 4,182 | $70.1 萬 | 0.32% | −104−2.4% | 減碼 |
| Trillium Asset Management, LLC | 4,202 | $70.4 萬 | 0.02% | −6−0.1% | 減碼 |
| Asset Management Corp | 4,239 | $71.0 萬 | 0.44% | −499−10.5% | 減碼 |
| Boston Financial Mangement LLC | 4,238 | $71.0 萬 | 0.03% | −325−7.1% | 減碼 |
| Girard Partners Ltd. | 4,239 | $71.0 萬 | 0.09% | +1,854+77.7% | 加碼 |
| Culbertson A N & Co Inc | 4,245 | $71.1 萬 | 0.15% | +920+27.7% | 加碼 |
| Estabrook Capital Management | 4,255 | $71.3 萬 | 0.11% | 00.0% | 不變 |
| Robertson Stephens Wealth Management, LLC | 4,267 | $71.4 萬 | 0.08% | −64−1.5% | 減碼 |
| Lyell Wealth Management, LP | 4,305 | $72.1 萬 | 0.09% | 00.0% | 不變 |
| Hoylecohen, LLC | 4,309 | $72.2 萬 | 0.07% | −50−1.1% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,308 | $72.2 萬 | 0.16% | +26+0.6% | 加碼 |
| Spire Wealth Management | 4,335 | $72.6 萬 | 0.02% | +120+2.8% | 加碼 |
| Intersect Capital LLC | 4,341 | $72.7 萬 | 0.12% | +169+4.1% | 加碼 |
| Atlas Brown,Inc. | 4,352 | $72.9 萬 | 0.32% | +125+3.0% | 加碼 |
| Ritholtz Wealth Management | 4,358 | $73.0 萬 | 0.05% | +378+9.5% | 加碼 |
| Brooks, Moore & Associates, Inc. | 4,364 | $73.1 萬 | 0.48% | 00.0% | 不變 |
| IFG Advisors, LLC | 4,368 | $73.2 萬 | 0.34% | +11+0.3% | 加碼 |
| Pekin Hardy Strauss, Inc. | 4,373 | $73.3 萬 | 0.11% | +115+2.7% | 加碼 |
| GFG Capital, LLC | 4,406 | $73.8 萬 | 0.23% | 00.0% | 不變 |
| Allegheny Financial Group LTD | 4,411 | $73.9 萬 | 0.34% | −87−1.9% | 減碼 |
| Cypress Wealth Services, LLC | 4,445 | $74.5 萬 | 0.22% | −20−0.4% | 減碼 |
| Beaton Management Co. Inc. | 4,456 | $74.7 萬 | 0.49% | −2,747−38.1% | 減碼 |
| Spinnaker Trust | 4,462 | $74.8 萬 | 0.05% | −36−0.8% | 減碼 |
| Evermay Wealth Management LLC | 4,491 | $75.2 萬 | 0.15% | −4,100−47.7% | 減碼 |
| YorkBridge Wealth Partners, LLC | 4,522 | $75.8 萬 | 0.19% | −136−2.9% | 減碼 |
| TCI Wealth Advisors, Inc. | 4,530 | $75.9 萬 | 0.12% | +31+0.7% | 加碼 |
| Birinyi Associates Inc | 4,531 | $75.9 萬 | 0.25% | +500+12.4% | 加碼 |
| Sargent Investment Group, LLC | 4,584 | $76.8 萬 | 0.19% | 00.0% | 不變 |
| First National Bank of Hutchinson | 4,586 | $76.8 萬 | 0.43% | +29+0.6% | 加碼 |
| Flputnam Investment Management Co | 4,591 | $76.9 萬 | 0.03% | −94−2.0% | 減碼 |
| Aspiriant, LLC | 4,612 | $77.1 萬 | 0.05% | −4−0.1% | 減碼 |
| Legacy Advisors, LLC | 4,600 | $77.1 萬 | 0.31% | +4+0.1% | 加碼 |
| Leavell Investment Management, Inc. | 4,602 | $77.1 萬 | 0.06% | +18+0.4% | 加碼 |
| Schulhoff & Co Inc | 4,625 | $77.4 萬 | 0.35% | 00.0% | 不變 |
| Brighton Jones LLC | 4,633 | $77.6 萬 | 0.04% | +406+9.6% | 加碼 |
| 1832 Asset Management L.P. | 4,525 | $78.0 萬 | 0.00% | −2,056,025−99.8% | 減碼 |
| WBH Advisory Inc | 4,658 | $78.0 萬 | 0.10% | +10.0% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 4,706 | $78.8 萬 | 0.05% | +46+1.0% | 加碼 |
| Linscomb & Williams, Inc. | 4,720 | $79.1 萬 | 0.04% | −300−6.0% | 減碼 |
| Parkside Financial Bank & Trust | 4,732 | $79.2 萬 | 0.23% | −293−5.8% | 減碼 |
| AdvisorNet Financial, Inc | 4,729 | $79.2 萬 | 0.06% | −68−1.4% | 減碼 |
| Waldron Private Wealth LLC | 4,730 | $79.2 萬 | 0.05% | +2,223+88.7% | 加碼 |
| Tufton Capital Management | 4,735 | $79.3 萬 | 0.13% | 00.0% | 不變 |
| SkyView Investment Advisors, LLC | 4,733 | $79.3 萬 | 0.22% | −223−4.5% | 減碼 |
| Sun Life Financial INC | 4,751 | $79.5 萬 | 0.05% | +1,044+28.2% | 加碼 |
| Gyon Technologies Capital Management, LP | 4,743 | $79.5 萬 | 0.21% | +4,743 | 新進 |
| Winton Group Ltd | 4,749 | $79.6 萬 | 0.04% | +838+21.4% | 加碼 |
| Edgestream Partners, L.P. | 4,754 | $79.6 萬 | 0.05% | +3,508+281.5% | 加碼 |
| Madison Asset Management, LLC | 4,776 | $80.0 萬 | 0.01% | −72−1.5% | 減碼 |
| Park Avenue Securities LLC | 4,777 | $80.0 萬 | 0.02% | +42+0.9% | 加碼 |
| NEXT Financial Group, Inc | 4,786 | $80.1 萬 | 0.06% | −7,897−62.3% | 減碼 |
| Baker Avenue Asset Management, LP | 4,785 | $80.1 萬 | 0.05% | −158−3.2% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 4,781 | $80.1 萬 | 0.15% | +4,781 | 新進 |
| RMB Capital Management, LLC | 4,789 | $80.2 萬 | 0.03% | −7,101−59.7% | 減碼 |
| Alhambra Investment Partners LLC | 4,828 | $80.9 萬 | 0.62% | 00.0% | 不變 |
| Sippican Capital Advisors | 4,837 | $81.0 萬 | 0.70% | −140−2.8% | 減碼 |
| Evanson Asset Management, LLC | 4,943 | $81.2 萬 | 0.08% | +13+0.3% | 加碼 |
| Pflug Koory, LLC | 4,853 | $81.3 萬 | 0.44% | −250−4.9% | 減碼 |
| Domani Wealth, LLC | 4,865 | $81.5 萬 | 0.17% | −18−0.4% | 減碼 |
| Transform Wealth, LLC | 4,873 | $81.6 萬 | 0.09% | −360−6.9% | 減碼 |
| KB Financial Partners, LLC | 4,871 | $81.6 萬 | 0.30% | +440+9.9% | 加碼 |
| Diligent Investors, LLC | 4,943 | $81.7 萬 | 0.28% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 4,877 | $81.7 萬 | 0.02% | +1,042+27.2% | 加碼 |
| Ameritas Investment Company, LLC | 4,918 | $82.4 萬 | 0.04% | +1,654+50.7% | 加碼 |
| Koshinski Asset Management, Inc. | 4,926 | $82.5 萬 | 0.07% | +448+10.0% | 加碼 |
| Bedel Financial Consulting, Inc. | 4,935 | $82.7 萬 | 0.28% | +6+0.1% | 加碼 |
| Mission Wealth Management, LP | 4,958 | $83.1 萬 | 0.04% | +11+0.2% | 加碼 |
| IFP Advisors, Inc | 4,946 | $83.3 萬 | 0.02% | +557+12.7% | 加碼 |
| Flagship Harbor Advisors, LLC | 5,054 | $83.5 萬 | 0.09% | 00.0% | 不變 |