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 4 季 13F 持有人
American Express Co 在 2021/12/31 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
- 2,005
- 較 2021 年第 3 季 +157 家
- 持有股數
- 6.49 億
- 較 2021 年第 3 季 −1,353 萬 (−2.0%)
- 總市值
- $1,061 億
- 較 2021 年第 3 季 −$49.4 億 (−4.4%)
- 新進機構
- 258
- 另有 685 家加碼
- 清倉機構
- 101
- 另有 692 家減碼
另有 31 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Resources Management Corp | 5,373 | $87.9 萬 | 0.11% | −200−3.6% | 減碼 |
| Trillium Asset Management, LLC | 5,386 | $88.1 萬 | 0.02% | +1,184+28.2% | 加碼 |
| Westwood Management Corp | 5,400 | $88.3 萬 | 0.07% | 00.0% | 不變 |
| V Wealth Advisors LLC | 5,411 | $88.5 萬 | 0.13% | +43+0.8% | 加碼 |
| Baker Tilly Wealth Management, LLC | 5,413 | $88.6 萬 | 0.10% | +169+3.2% | 加碼 |
| Stock Yards Bank & Trust Co | 5,427 | $88.8 萬 | 0.05% | +2,728+101.1% | 加碼 |
| Golden State Wealth Management, LLC | 5,457 | $89.3 萬 | 0.15% | +1,348+32.8% | 加碼 |
| Metis Global Partners, LLC | 5,466 | $89.5 萬 | 0.25% | +5,466 | 新進 |
| Walleye Capital LLC | 5,478 | $89.6 萬 | 0.03% | +5,478 | 新進 |
| Axiom Investment Management LLC | 5,489 | $89.7 萬 | 0.87% | +3,945+255.5% | 加碼 |
| Keebeck Alpha, LP | 5,492 | $89.8 萬 | 0.33% | +2,367+75.7% | 加碼 |
| Wealth Alliance | 5,496 | $89.9 萬 | 0.18% | +69+1.3% | 加碼 |
| Orion Portfolio Solutions, LLC | 5,501 | $90.0 萬 | 0.03% | +207+3.9% | 加碼 |
| Capital Management Associates | 5,520 | $90.3 萬 | 0.88% | −827−13.0% | 減碼 |
| Manchester Capital Management LLC | 5,528 | $90.4 萬 | 0.12% | +101+1.9% | 加碼 |
| Sargent Bickham Lagudis LLC | 5,565 | $91.0 萬 | 0.07% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 5,559 | $91.0 萬 | 0.02% | +682+14.0% | 加碼 |
| MBB Public Markets I LLC | 5,561 | $91.0 萬 | 0.02% | +5,561 | 新進 |
| Birch Hill Investment Advisors LLC | 5,584 | $91.4 萬 | 0.05% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 5,592 | $91.5 萬 | 0.07% | −647−10.4% | 減碼 |
| Lombard Odier Asset Management (Europe) Ltd | 5,597 | $91.6 萬 | 0.04% | +5,597 | 新進 |
| Burke & Herbert Bank & Trust Co | 5,607 | $91.8 萬 | 0.54% | −410−6.8% | 減碼 |
| Pecaut & Co. | 5,667 | $92.7 萬 | 0.47% | −100−1.7% | 減碼 |
| Thomas White International Ltd | 5,678 | $92.9 萬 | 0.15% | 00.0% | 不變 |
| Boenning & Scattergood, Inc. | 5,677 | $92.9 萬 | 0.15% | +72+1.3% | 加碼 |
| Aft, Forsyth & Company, Inc. | 5,686 | $93.0 萬 | 0.48% | +685+13.7% | 加碼 |
| Spears Abacus Advisors LLC | 5,702 | $93.3 萬 | 0.06% | 00.0% | 不變 |
| Washington Trust Co | 5,733 | $93.8 萬 | 0.04% | −8,710−60.3% | 減碼 |
| Sentry Investment Management LLC | 5,746 | $94.0 萬 | 0.25% | 00.0% | 不變 |
| Plimoth Trust Co LLC | 5,750 | $94.1 萬 | 0.24% | +50+0.9% | 加碼 |
| Apollon Wealth Management, LLC | 5,790 | $94.7 萬 | 0.08% | +1,906+49.1% | 加碼 |
| Sunflower Bank, N.A. | 5,802 | $95.0 萬 | 0.13% | −221−3.7% | 減碼 |
| Flagship Harbor Advisors, LLC | 5,830 | $95.4 萬 | 0.09% | +776+15.4% | 加碼 |
| HBK Investments L P | 5,831 | $95.4 萬 | 0.02% | +5,831 | 新進 |
| Private Trust Co NA | 5,835 | $95.5 萬 | 0.13% | −230−3.8% | 減碼 |
| NBT Bank N A | 5,847 | $95.6 萬 | 0.12% | −70−1.2% | 減碼 |
| Vectors Research Management, LLC | 5,873 | $96.1 萬 | 0.20% | +100+1.7% | 加碼 |
| HNP Capital LLC | 5,873 | $96.1 萬 | 0.22% | +100+1.7% | 加碼 |
| S&CO Inc | 5,900 | $96.5 萬 | 0.07% | 00.0% | 不變 |
| Park Avenue Securities LLC | 5,900 | $96.5 萬 | 0.02% | +1,123+23.5% | 加碼 |
| Capital One Financial Corp | 5,905 | $96.6 萬 | 0.12% | 00.0% | 不變 |
| Laurel Wealth Advisors LLC | 5,904 | $96.6 萬 | 0.20% | 00.0% | 不變 |
| Monte Financial Group, LLC | 5,955 | $97.4 萬 | 0.51% | −57−0.9% | 減碼 |
| Boyar Asset Management Inc. | 5,968 | $97.6 萬 | 0.59% | 00.0% | 不變 |
| Ally Financial Inc. | 6,000 | $98.2 萬 | 0.09% | −4,000−40.0% | 減碼 |
| Weil Company, Inc. | 6,000 | $98.2 萬 | 0.46% | 00.0% | 不變 |
| Constitution Capital LLC | 6,000 | $98.2 萬 | 0.52% | +750+14.3% | 加碼 |
| Emfo, LLC | 6,000 | $98.2 萬 | 0.87% | +6,000 | 新進 |
| Doyle Wealth Management | 6,029 | $98.6 萬 | 0.07% | +4+0.1% | 加碼 |
| First National Bank of South Miami | 6,037 | $98.8 萬 | 0.60% | +139+2.4% | 加碼 |
| LVW Advisors, LLC | 6,085 | $99.6 萬 | 0.17% | −75−1.2% | 減碼 |
| Amica Retiree Medical Trust | 6,085 | $99.6 萬 | 0.85% | 00.0% | 不變 |
| WealthTrust Axiom LLC | 6,114 | $100.0 萬 | 0.32% | 00.0% | 不變 |
| Compton Capital Management Inc | 6,125 | $100.2 萬 | 0.26% | 00.0% | 不變 |
| Morse Asset Management, Inc | 6,140 | $100.5 萬 | 0.22% | 00.0% | 不變 |
| Engineers Gate Manager LP | 6,213 | $101.6 萬 | 0.05% | +6,213 | 新進 |
| TD Private Client Wealth LLC | 6,215 | $101.7 萬 | 0.04% | −414−6.2% | 減碼 |
| Becker Capital Management Inc | 6,218 | $101.7 萬 | 0.04% | −1,030−14.2% | 減碼 |
| Parisi Gray Wealth Management | 6,234 | $102.0 萬 | 0.38% | −13−0.2% | 減碼 |
| Ledyard National Bank | 6,237 | $102.0 萬 | 0.10% | +16+0.3% | 加碼 |
| Clarius Group, LLC | 6,233 | $102.0 萬 | 0.08% | +186+3.1% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,240 | $102.1 萬 | 0.06% | −3,300−34.6% | 減碼 |
| Castleview Partners, LLC | 167,853 | $102.6 萬 | 0.01% | +167,853 | 新進 |
| McAdam, LLC | 6,298 | $103.0 萬 | 0.10% | −127−2.0% | 減碼 |
| Capital Investment Advisors, LLC | 6,302 | $103.1 萬 | 0.03% | +42+0.7% | 加碼 |
| Wade G W & Inc | 6,311 | $103.2 萬 | 0.04% | +11+0.2% | 加碼 |
| Checchi Capital Advisers, LLC | 6,308 | $103.2 萬 | 0.11% | +150+2.4% | 加碼 |
| Girard Partners Ltd. | 6,318 | $103.3 萬 | 0.11% | +2,079+49.0% | 加碼 |
| Verition Fund Management LLC | 6,322 | $103.4 萬 | 0.01% | +6,322 | 新進 |
| Symmetry Partners, LLC | 6,350 | $103.9 萬 | 0.07% | 00.0% | 不變 |
| Trust Asset Management LLC | 6,367 | $104.2 萬 | 0.13% | 00.0% | 不變 |
| Financial Counselors Inc | 6,377 | $104.3 萬 | 0.02% | −1,749−21.5% | 減碼 |
| Derbend Asset Management | 6,409 | $104.8 萬 | 1.02% | +501+8.5% | 加碼 |
| Phraction Management LLC | 6,411 | $104.9 萬 | 0.64% | +6,411 | 新進 |
| Stableford Capital II LLC | 6,608 | $105.0 萬 | 0.44% | +723+12.3% | 加碼 |
| Telemus Capital, LLC | 6,463 | $105.7 萬 | 0.09% | −34−0.5% | 減碼 |
| Venturi Wealth Management, LLC | 6,461 | $105.7 萬 | 0.08% | 00.0% | 不變 |
| Bank of Hawaii | 6,497 | $106.3 萬 | 0.06% | −691−9.6% | 減碼 |
| Thompson Investment Management, Inc. | 6,505 | $106.4 萬 | 0.15% | −600−8.4% | 減碼 |
| Traverso Chambers Private Wealth Management, LLC | 6,516 | $106.6 萬 | 0.32% | 00.0% | 不變 |
| Paloma Partners Management Co | 6,525 | $106.7 萬 | 0.03% | +6,525 | 新進 |
| Ascent Group, LLC | 6,732 | $106.9 萬 | 0.14% | +6,732 | 新進 |
| Quantbot Technologies LP | 6,551 | $107.1 萬 | 0.09% | −3,219−32.9% | 減碼 |
| Legacy Wealth Asset Management, LLC | 6,552 | $107.2 萬 | 0.36% | +34+0.5% | 加碼 |
| TCTC Holdings, LLC | 6,625 | $108.4 萬 | 0.05% | +532+8.7% | 加碼 |
| Resources Investment Advisors, LLC. | 6,648 | $108.8 萬 | 0.04% | −1,018−13.3% | 減碼 |
| Aurora Private Wealth, Inc. | 6,659 | $108.9 萬 | 0.47% | −93−1.4% | 減碼 |
| Capital Wealth Planning, LLC | 6,660 | $109.0 萬 | 0.02% | +985+17.4% | 加碼 |
| Ameritas Advisory Services, LLC | 6,662 | $109.0 萬 | 0.04% | +6,662 | 新進 |
| Focus Financial Network, Inc. | 6,754 | $110.5 萬 | 0.16% | +870+14.8% | 加碼 |
| Conning Inc. | 6,768 | $110.7 萬 | 0.03% | −263−3.7% | 減碼 |
| Qtron Investments LLC | 6,771 | $110.8 萬 | 0.25% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 6,784 | $111.0 萬 | 0.09% | +484+7.7% | 加碼 |
| Lee Danner & Bass Inc | 6,793 | $111.1 萬 | 0.10% | 00.0% | 不變 |
| Two Sigma Advisers, LP | 6,800 | $111.2 萬 | 0.00% | −265,900−97.5% | 減碼 |
| Spirit of America Management Corp | 6,800 | $111.2 萬 | 0.22% | −2,450−26.5% | 減碼 |
| Game Plan Financial Advisors, LLC | 6,830 | $111.7 萬 | 0.60% | +100+1.5% | 加碼 |
| Bridgewater Advisors Inc. | 6,846 | $112.0 萬 | 0.25% | −94−1.4% | 減碼 |
| Veracity Capital LLC | 6,870 | $112.4 萬 | 0.45% | −29−0.4% | 減碼 |
| Triasima Portfolio Management inc. | 6,875 | $112.5 萬 | 0.05% | −12,505−64.5% | 減碼 |