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 |
|---|---|---|---|---|---|
| Banque Cantonale Vaudoise | 32,880 | $550.8 萬 | 0.24% | −500−1.5% | 減碼 |
| Oppenheimer Asset Management Inc. | 32,501 | $544.5 萬 | 0.08% | −25,067−43.5% | 減碼 |
| Mercer Capital Advisers, Inc. | 32,399 | $542.8 萬 | 2.90% | −950−2.8% | 減碼 |
| Pavion Blue Capital, LLC | 32,390 | $542.6 萬 | 3.37% | −146−0.4% | 減碼 |
| Guardian Capital Advisors LP | 31,341 | $541.1 萬 | 0.56% | +260+0.8% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 32,250 | $540.3 萬 | 0.11% | +2,701+9.1% | 加碼 |
| Rodgers Brothers Inc. | 31,879 | $534.1 萬 | 1.06% | −2,000−5.9% | 減碼 |
| AMG National Trust Bank | 31,745 | $531.8 萬 | 0.17% | −160−0.5% | 減碼 |
| CMT Capital Markets Trading GmbH | 30,813 | $528.6 萬 | 2.00% | +30,813 | 新進 |
| Choate Investment Advisors | 31,337 | $525.0 萬 | 0.34% | −370−1.2% | 減碼 |
| Chartwell Investment Partners, LLC | 31,240 | $523.4 萬 | 0.16% | +2,668+9.3% | 加碼 |
| Pacific Global Investment Management CO | 31,176 | $522.3 萬 | 1.06% | +349+1.1% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 31,000 | $519.3 萬 | 0.01% | 00.0% | 不變 |
| E. Ohman J:or Asset Management AB | 30,900 | $517.7 萬 | 0.16% | +2,200+7.7% | 加碼 |
| L & S Advisors Inc | 30,893 | $517.6 萬 | 0.56% | +28,330+1,105.3% | 加碼 |
| Beacon Pointe Advisors, LLC | 30,792 | $515.9 萬 | 0.13% | +1,734+6.0% | 加碼 |
| Perigon Wealth Management, LLC | 30,788 | $515.8 萬 | 0.45% | +174+0.6% | 加碼 |
| Rinet Co LLC | 30,648 | $513.4 萬 | 0.97% | +150.0% | 加碼 |
| Goelzer Investment Management, Inc. | 30,421 | $509.6 萬 | 0.45% | −4,018−11.7% | 減碼 |
| Robeco Schweiz AG | 30,230 | $506.4 萬 | 0.07% | +230+0.8% | 加碼 |
| Synovus Financial Corp | 29,606 | $496.0 萬 | 0.05% | +1,072+3.8% | 加碼 |
| 6 Meridian | 29,541 | $494.9 萬 | 0.39% | +29,541 | 新進 |
| Cetera Advisor Networks LLC | 29,491 | $494.1 萬 | 0.07% | +2,880+10.8% | 加碼 |
| Hendershot Investments Inc. | 29,430 | $493.0 萬 | 0.93% | +29,430 | 新進 |
| Connable Office Inc | 29,364 | $491.9 萬 | 0.71% | −2,298−7.3% | 減碼 |
| GFS Advisors, LLC | 29,145 | $488.3 萬 | 1.06% | 00.0% | 不變 |
| Front Barnett Associates LLC | 29,048 | $486.6 萬 | 0.50% | −315−1.1% | 減碼 |
| Adalta Capital Management LLC | 29,020 | $486.2 萬 | 2.69% | −93−0.3% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 28,773 | $482.1 萬 | 1.27% | +628+2.2% | 加碼 |
| Univest Financial Corp | 28,630 | $479.7 萬 | 1.34% | −158−0.5% | 減碼 |
| Richard Bernstein Advisors LLC | 28,539 | $478.1 萬 | 0.10% | +1,375+5.1% | 加碼 |
| RPG Investment Advisory, LLC | 28,410 | $476.0 萬 | 0.78% | −10,423−26.8% | 減碼 |
| Birmingham Capital Management Co Inc | 28,395 | $475.7 萬 | 1.82% | −300−1.0% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 28,387 | $475.6 萬 | 0.57% | +429+1.5% | 加碼 |
| Freestone Capital Holdings, LLC | 28,100 | $470.8 萬 | 0.24% | +450+1.6% | 加碼 |
| Asset Dedication, LLC | 27,891 | $469.7 萬 | 0.62% | +134+0.5% | 加碼 |
| Mitchell Capital Management Co | 27,915 | $467.7 萬 | 1.05% | +536+2.0% | 加碼 |
| Avitas Wealth Management LLC | 27,863 | $466.8 萬 | 0.85% | −161−0.6% | 減碼 |
| First National Trust Co | 27,740 | $464.7 萬 | 0.28% | +328+1.2% | 加碼 |
| First Interstate Bank | 27,693 | $464.0 萬 | 0.48% | +746+2.8% | 加碼 |
| D.A. Davidson & Co. | 27,648 | $463.2 萬 | 0.05% | +42+0.2% | 加碼 |
| Financial Partners Capital Management LLC | 27,428 | $459.5 萬 | 0.84% | −640−2.3% | 減碼 |
| Pathstone Family Office, LLC | 27,422 | $459.5 萬 | 0.13% | +3,285+13.6% | 加碼 |
| PFS Investments Inc. | 25,428 | $457.8 萬 | 0.09% | +2,128+9.1% | 加碼 |
| Jennison Associates LLC | 27,243 | $456.4 萬 | 0.00% | +21,990+418.6% | 加碼 |
| Unison Asset Management LLC | 27,194 | $455.6 萬 | 4.05% | −90−0.3% | 減碼 |
| Cresset Asset Management, LLC | 27,167 | $455.1 萬 | 0.06% | +1,093+4.2% | 加碼 |
| Trust Co of Vermont | 27,161 | $455.0 萬 | 0.32% | +85+0.3% | 加碼 |
| Park National Corp | 27,049 | $453.2 萬 | 0.19% | −1,485−5.2% | 減碼 |
| Roundview Capital LLC | 26,799 | $449.0 萬 | 0.49% | −197−0.7% | 減碼 |
| National Asset Management, Inc. | 26,665 | $446.8 萬 | 0.14% | +1,161+4.6% | 加碼 |
| Stratos Wealth Partners, LTD. | 26,661 | $446.7 萬 | 0.11% | −854−3.1% | 減碼 |
| SRN Advisors, LLC | 26,532 | $444.5 萬 | 2.06% | +2,889+12.2% | 加碼 |
| Pine Ridge Advisers LLC | 26,500 | $444.0 萬 | 1.25% | 00.0% | 不變 |
| Blue Zone Wealth Advisors, LLC | 26,167 | $438.4 萬 | 1.52% | −86−0.3% | 減碼 |
| Bouvel Investment Partners, LLC | 25,973 | $435.1 萬 | 2.46% | +679+2.7% | 加碼 |
| Davy Global Fund Management Ltd | 25,932 | $434.4 萬 | 0.66% | 00.0% | 不變 |
| Vident Investment Advisory, LLC | 25,844 | $432.9 萬 | 0.13% | +4,511+21.1% | 加碼 |
| New England Asset Management Inc | 25,607 | $429.0 萬 | 0.07% | 00.0% | 不變 |
| Foster Group, Inc. | 25,269 | $423.3 萬 | 0.41% | 00.0% | 不變 |
| Hancock Whitney Corp | 25,165 | $421.6 萬 | 0.15% | −357−1.4% | 減碼 |
| Boyd Watterson Asset Management LLC | 25,120 | $420.8 萬 | 1.55% | +806+3.3% | 加碼 |
| Bleichroeder LP | 25,000 | $418.8 萬 | 0.68% | 00.0% | 不變 |
| Fiduciary Group LLC | 22,893 | $414.2 萬 | 0.47% | 00.0% | 不變 |
| Advisor Partners LLC | 24,644 | $412.8 萬 | 0.28% | −211−0.8% | 減碼 |
| Homrich & Berg | 24,611 | $412.3 萬 | 0.09% | +2,135+9.5% | 加碼 |
| First Hawaiian Bank | 24,601 | $412.2 萬 | 0.17% | +107+0.4% | 加碼 |
| Concentric Wealth Management, LLC | 24,585 | $411.9 萬 | 1.26% | −278−1.1% | 減碼 |
| Chicago Trust Co NA | 24,390 | $408.6 萬 | 0.90% | −586−2.3% | 減碼 |
| Scotia Capital Inc. | 24,094 | $403.7 萬 | 0.03% | +4,496+22.9% | 加碼 |
| Wedbush Securities Inc | 23,891 | $400.2 萬 | 0.19% | +116+0.5% | 加碼 |
| Ceera Investments, LLC | 23,679 | $396.7 萬 | 2.18% | −40−0.2% | 減碼 |
| Impax Asset Management Group plc | 23,668 | $396.5 萬 | 0.02% | +1,839+8.4% | 加碼 |
| Hutner Capital Management Inc | 23,535 | $394.3 萬 | 2.58% | −101−0.4% | 減碼 |
| Altshuler Shaham Ltd | 23,397 | $394.0 萬 | 0.03% | −70.0% | 減碼 |
| Boston Private Wealth LLC | 23,494 | $393.6 萬 | 0.05% | +2,079+9.7% | 加碼 |
| Sumitomo Life Insurance Co | 23,355 | $391.3 萬 | 0.10% | +4,252+22.3% | 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 |
| Coastal Investment Advisors, Inc. | 23,175 | $388.3 萬 | 0.92% | +41+0.2% | 加碼 |
| RBF Capital, LLC | 23,000 | $385.3 萬 | 0.22% | 00.0% | 不變 |
| Azimuth Capital Management LLC | 22,986 | $385.1 萬 | 0.17% | −400−1.7% | 減碼 |
| 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 |
| Grassi Investment Management | 22,960 | $384.6 萬 | 0.43% | 00.0% | 不變 |
| Fort Washington Investment Advisors Inc | 22,841 | $382.6 萬 | 0.02% | 00.0% | 不變 |
| Clifford Capital Partners LLC | 22,759 | $381.3 萬 | 3.49% | −5,508−19.5% | 減碼 |
| Twin Tree Management, LP | 22,651 | $379.5 萬 | 0.11% | −19,734−46.6% | 減碼 |
| Strategic Wealth Designers | 22,440 | $378.9 萬 | 1.13% | +4,219+23.2% | 加碼 |
| Independent Advisor Alliance | 22,524 | $377.3 萬 | 0.21% | +3,700+19.7% | 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 |
| Venture Visionary Partners LLC | 22,432 | $375.8 萬 | 0.27% | +9,468+73.0% | 加碼 |
| Grandfield & Dodd, LLC | 22,386 | $375.0 萬 | 0.26% | +942+4.4% | 加碼 |
| Family Management Corp | 22,339 | $374.2 萬 | 1.03% | −1,422−6.0% | 減碼 |
| Verdence Capital Advisors LLC | 22,284 | $373.3 萬 | 0.49% | −69−0.3% | 減碼 |
| Covington Capital Management | 22,097 | $370.2 萬 | 0.14% | −150−0.7% | 減碼 |
| Haverford Trust Co | 21,937 | $367.5 萬 | 0.04% | −20,535−48.3% | 減碼 |
| Semper Augustus Investments Group LLC大師Semper Augustus | 21,908 | $367.0 萬 | 1.19% | −323−1.5% | 減碼 |
| HighPoint Advisor Group LLC | 21,739 | $364.2 萬 | 0.36% | +739+3.5% | 加碼 |