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 |
|---|---|---|---|---|---|
| Capital Management Associates | 6,347 | $106.3 萬 | 1.05% | −655−9.4% | 減碼 |
| Barometer Capital Management Inc. | 6,328 | $105.8 萬 | 0.20% | −10,940−63.4% | 減碼 |
| Wade G W & Inc | 6,300 | $105.5 萬 | 0.05% | −143−2.2% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 6,300 | $105.5 萬 | 0.09% | +735+13.2% | 加碼 |
| Capital Investment Advisors, LLC | 6,260 | $104.9 萬 | 0.04% | +153+2.5% | 加碼 |
| Gladstone Institutional Advisory LLC | 6,239 | $104.5 萬 | 0.10% | −1,989−24.2% | 減碼 |
| Ledyard National Bank | 6,221 | $104.2 萬 | 0.11% | −5−0.1% | 減碼 |
| Oldfather Financial Services, LLC | 5,695 | $103.6 萬 | 0.53% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 6,158 | $103.2 萬 | 0.13% | +128+2.1% | 加碼 |
| LVW Advisors, LLC | 6,160 | $103.2 萬 | 0.18% | +2,361+62.1% | 加碼 |
| Morse Asset Management, Inc | 6,140 | $102.9 萬 | 0.25% | +1,000+19.5% | 加碼 |
| Compton Capital Management Inc | 6,125 | $102.6 萬 | 0.30% | −275−4.3% | 減碼 |
| WealthTrust Axiom LLC | 6,114 | $102.4 萬 | 0.35% | 00.0% | 不變 |
| We Are One Seven, LLC | 5,895 | $102.4 萬 | 0.13% | +1,153+24.3% | 加碼 |
| TCTC Holdings, LLC | 6,093 | $102.0 萬 | 0.05% | +284+4.9% | 加碼 |
| Amica Retiree Medical Trust | 6,085 | $101.9 萬 | 0.92% | −1,653−21.4% | 減碼 |
| Private Trust Co NA | 6,065 | $101.6 萬 | 0.15% | +263+4.5% | 加碼 |
| DuPont Capital Management Corp | 6,060 | $101.5 萬 | 0.03% | −5,846−49.1% | 減碼 |
| Campbell & CO Investment Adviser LLC | 6,050 | $101.4 萬 | 0.33% | +6,050 | 新進 |
| Clarius Group, LLC | 6,047 | $101.3 萬 | 0.09% | +92+1.5% | 加碼 |
| Sunflower Bank, N.A. | 6,023 | $100.9 萬 | 0.14% | −571−8.7% | 減碼 |
| Doyle Wealth Management | 6,025 | $100.9 萬 | 0.08% | +4+0.1% | 加碼 |
| Stableford Capital II LLC | 5,885 | $100.9 萬 | 0.51% | −44−0.7% | 減碼 |
| Burke & Herbert Bank & Trust Co | 6,017 | $100.8 萬 | 0.65% | −55−0.9% | 減碼 |
| Sage Rhino Capital LLC | 6,014 | $100.8 萬 | 0.31% | +27+0.5% | 加碼 |
| Monte Financial Group, LLC | 6,012 | $100.7 萬 | 0.58% | −73−1.2% | 減碼 |
| Weil Company, Inc. | 6,000 | $100.5 萬 | 0.52% | 00.0% | 不變 |
| Boyar Asset Management Inc. | 5,968 | $100.0 萬 | 0.66% | 00.0% | 不變 |
| NBT Bank N A | 5,917 | $99.1 萬 | 0.14% | +61+1.0% | 加碼 |
| Derbend Asset Management | 5,908 | $99.0 萬 | 0.93% | +308+5.5% | 加碼 |
| Laurel Wealth Advisors LLC | 5,904 | $98.9 萬 | 0.23% | −80−1.3% | 減碼 |
| Capital One Financial Corp | 5,905 | $98.9 萬 | 0.12% | 00.0% | 不變 |
| Edmond de Rothschild Holding S.A. | 5,904 | $98.9 萬 | 0.02% | +1,503+34.2% | 加碼 |
| S&CO Inc | 5,900 | $98.8 萬 | 0.08% | 00.0% | 不變 |
| First National Bank of South Miami | 5,898 | $98.8 萬 | 0.66% | +150+2.6% | 加碼 |
| Focus Financial Network, Inc. | 5,884 | $98.6 萬 | 0.13% | +525+9.8% | 加碼 |
| Qube Research & Technologies Ltd | 5,877 | $98.5 萬 | 0.01% | +5,877 | 新進 |
| Vectors Research Management, LLC | 5,773 | $96.7 萬 | 0.23% | −233−3.9% | 減碼 |
| HNP Capital LLC | 5,773 | $96.7 萬 | 0.24% | −233−3.9% | 減碼 |
| Pecaut & Co. | 5,767 | $96.6 萬 | 0.58% | 00.0% | 不變 |
| Sentry Investment Management LLC | 5,746 | $96.3 萬 | 0.28% | −839−12.7% | 減碼 |
| Spears Abacus Advisors LLC | 5,702 | $95.5 萬 | 0.07% | −151−2.6% | 減碼 |
| Howard Capital Management Inc. | 5,616 | $95.5 萬 | 0.14% | −303−5.1% | 減碼 |
| Plimoth Trust Co LLC | 5,700 | $95.4 萬 | 0.27% | −388−6.4% | 減碼 |
| Veritas Investment Partners (UK) Ltd. | 5,690 | $95.3 萬 | 0.03% | 00.0% | 不變 |
| Capital Wealth Planning, LLC | 5,675 | $95.1 萬 | 0.03% | −320−5.3% | 減碼 |
| Thomas White International Ltd | 5,678 | $95.1 萬 | 0.14% | 00.0% | 不變 |
| Boenning & Scattergood, Inc. | 5,605 | $93.9 萬 | 0.17% | +249+4.6% | 加碼 |
| Birch Hill Investment Advisors LLC | 5,584 | $93.5 萬 | 0.05% | +134+2.5% | 加碼 |
| Resources Management Corp | 5,573 | $93.4 萬 | 0.13% | −400−6.7% | 減碼 |
| Sargent Bickham Lagudis LLC | 5,565 | $93.2 萬 | 0.08% | +100+1.8% | 加碼 |
| USA Financial Portformulas Corp | 5,545 | $92.9 萬 | 0.83% | −290−5.0% | 減碼 |
| Wealthsource Partners, LLC | 5,456 | $91.4 萬 | 0.08% | +369+7.3% | 加碼 |
| Wealth Alliance | 5,427 | $90.9 萬 | 0.20% | −484−8.2% | 減碼 |
| Manchester Capital Management LLC | 5,427 | $90.9 萬 | 0.12% | +380+7.5% | 加碼 |
| Principle Wealth Partners LLC | 5,419 | $90.8 萬 | 0.10% | −425−7.3% | 減碼 |
| Westwood Management Corp | 5,400 | $90.5 萬 | 0.07% | 00.0% | 不變 |
| Enlightenment Research, LLC | 5,400 | $90.5 萬 | 1.10% | +5,400 | 新進 |
| V Wealth Advisors LLC | 5,368 | $90.0 萬 | 0.14% | +89+1.7% | 加碼 |
| Orion Portfolio Solutions, LLC | 5,294 | $88.7 萬 | 0.03% | −1,755−24.9% | 減碼 |
| Magnetar Financial LLC | 5,269 | $88.3 萬 | 0.01% | +5,269 | 新進 |
| Constitution Capital LLC | 5,250 | $88.0 萬 | 0.53% | 00.0% | 不變 |
| Baker Tilly Wealth Management, LLC | 5,244 | $87.9 萬 | 0.12% | +286+5.8% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 5,200 | $87.1 萬 | 0.24% | 00.0% | 不變 |
| Wesbanco Bank Inc | 5,157 | $86.4 萬 | 0.03% | −1,126−17.9% | 減碼 |
| Federated Hermes, Inc. | 5,153 | $86.3 萬 | 0.00% | −2,889−35.9% | 減碼 |
| Global Retirement Partners, LLC | 5,146 | $86.2 萬 | 0.09% | −1,872−26.7% | 減碼 |
| Seeyond | 5,112 | $85.6 萬 | 0.08% | −5,332−51.1% | 減碼 |
| Personal Cfo Solutions, LLC | 5,108 | $85.6 萬 | 0.18% | −132−2.5% | 減碼 |
| Leisure Capital Management | 5,106 | $85.5 萬 | 0.46% | −59−1.1% | 減碼 |
| S.A. Mason LLC | 5,097 | $85.4 萬 | 0.56% | +303+6.3% | 加碼 |
| Strategic Advisors LLC | 5,085 | $85.1 萬 | 0.18% | +3+0.1% | 加碼 |
| Levin Capital Strategies, L.P. | 5,064 | $84.8 萬 | 0.09% | 00.0% | 不變 |
| Garde Capital, Inc. | 5,013 | $84.0 萬 | 0.09% | −156−3.0% | 減碼 |
| Red Cedar Capital, LLC | 5,016 | $84.0 萬 | 0.52% | −25−0.5% | 減碼 |
| Aft, Forsyth & Company, Inc. | 5,001 | $83.8 萬 | 0.45% | +215+4.5% | 加碼 |
| Papp L Roy & Associates | 4,995 | $83.7 萬 | 0.11% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 5,054 | $83.5 萬 | 0.09% | 00.0% | 不變 |
| IFP Advisors, Inc | 4,946 | $83.3 萬 | 0.02% | +557+12.7% | 加碼 |
| Mission Wealth Management, LP | 4,958 | $83.1 萬 | 0.04% | +11+0.2% | 加碼 |
| Bedel Financial Consulting, Inc. | 4,935 | $82.7 萬 | 0.28% | +6+0.1% | 加碼 |
| Koshinski Asset Management, Inc. | 4,926 | $82.5 萬 | 0.07% | +448+10.0% | 加碼 |
| Ameritas Investment Company, LLC | 4,918 | $82.4 萬 | 0.04% | +1,654+50.7% | 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 |
| 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 |
| Domani Wealth, LLC | 4,865 | $81.5 萬 | 0.17% | −18−0.4% | 減碼 |
| Pflug Koory, LLC | 4,853 | $81.3 萬 | 0.44% | −250−4.9% | 減碼 |
| Evanson Asset Management, LLC | 4,943 | $81.2 萬 | 0.08% | +13+0.3% | 加碼 |
| Sippican Capital Advisors | 4,837 | $81.0 萬 | 0.70% | −140−2.8% | 減碼 |
| Alhambra Investment Partners LLC | 4,828 | $80.9 萬 | 0.62% | 00.0% | 不變 |
| RMB Capital Management, LLC | 4,789 | $80.2 萬 | 0.03% | −7,101−59.7% | 減碼 |
| 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 |
| 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 |
| 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 |