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 |
|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 6,934 | $113.4 萬 | 0.03% | −880−11.3% | 減碼 |
| Mark Stevens | 6,933 | $113.4 萬 | 0.12% | −83−1.2% | 減碼 |
| Citadel Investment Advisory, Inc. | 6,938 | $113.5 萬 | 0.66% | 00.0% | 不變 |
| Duff & Phelps Investment Management Co | 6,955 | $113.8 萬 | 0.01% | +30+0.4% | 加碼 |
| We Are One Seven, LLC | 6,959 | $113.9 萬 | 0.12% | +1,064+18.0% | 加碼 |
| Sequoia Financial Advisors, LLC | 6,970 | $114.0 萬 | 0.03% | +4,170+148.9% | 加碼 |
| Coastline Trust Co | 6,978 | $114.1 萬 | 0.13% | +23+0.3% | 加碼 |
| Oldfather Financial Services, LLC | 5,763 | $114.3 萬 | 0.60% | +68+1.2% | 加碼 |
| Strategic Investment Advisors | 6,995 | $114.4 萬 | 0.22% | +646+10.2% | 加碼 |
| Segall Bryant & Hamill, LLC | 7,034 | $115.0 萬 | 0.01% | −31−0.4% | 減碼 |
| Harbour Investments, Inc. | 7,066 | $115.6 萬 | 0.07% | −5,767−44.9% | 減碼 |
| Van Strum & Towne Inc. | 7,065 | $115.6 萬 | 0.42% | 00.0% | 不變 |
| Patten & Patten Inc | 7,119 | $116.5 萬 | 0.08% | −600−7.8% | 減碼 |
| SOA Wealth Advisors, LLC. | 7,103 | $116.6 萬 | 0.28% | −570−7.4% | 減碼 |
| Orrstown Financial Services Inc | 6,713 | $117.1 萬 | 1.79% | −235−3.4% | 減碼 |
| YHB Investment Advisors, Inc. | 7,182 | $117.5 萬 | 0.09% | −108−1.5% | 減碼 |
| Markston International LLC | 7,193 | $117.7 萬 | 1.19% | −2,605−26.6% | 減碼 |
| Mraz, Amerine & Associates, Inc. | 7,209 | $117.9 萬 | 0.30% | 00.0% | 不變 |
| Jeereddi Investments, LP | 7,273 | $119.0 萬 | 1.18% | −570−7.3% | 減碼 |
| J.W. Cole Advisors, Inc. | 7,286 | $119.2 萬 | 0.08% | −6−0.1% | 減碼 |
| Crestwood Advisors Group LLC | 7,322 | $119.8 萬 | 0.03% | 00.0% | 不變 |
| Berkshire Bank | 7,328 | $119.9 萬 | 0.27% | +614+9.1% | 加碼 |
| Sawtooth Solutions, LLC | 7,346 | $120.2 萬 | 0.13% | +4,312+142.1% | 加碼 |
| Investment House LLC | 7,375 | $120.7 萬 | 0.08% | 00.0% | 不變 |
| Connolly Sarah T. | 7,375 | $120.7 萬 | 0.67% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 7,385 | $120.8 萬 | 0.05% | −16−0.2% | 減碼 |
| Hilltop Holdings Inc. | 7,398 | $121.0 萬 | 0.13% | +581+8.5% | 加碼 |
| Geneos Wealth Management Inc. | 7,420 | $121.4 萬 | 0.05% | −609−7.6% | 減碼 |
| ARGI Investment Services, LLC | 7,442 | $121.8 萬 | 0.04% | +194+2.7% | 加碼 |
| Horizon Wealth Management, LLC | 7,452 | $121.9 萬 | 0.36% | +7,452 | 新進 |
| Fort Point Capital Partners LLC | 7,467 | $122.2 萬 | 0.17% | 00.0% | 不變 |
| Beacon Financial Group | 7,264 | $122.2 萬 | 0.16% | +81+1.1% | 加碼 |
| Piscataqua Savings Bank | 7,492 | $122.6 萬 | 0.97% | −10−0.1% | 減碼 |
| Mutual Advisors, LLC | 7,493 | $122.6 萬 | 0.07% | +242+3.3% | 加碼 |
| Brewin Dolphin Ltd | 7,504 | $122.8 萬 | 0.05% | −2,629−25.9% | 減碼 |
| Western Wealth Management, LLC | 7,550 | $122.9 萬 | 0.12% | +7,550 | 新進 |
| Joel Isaacson & Co., LLC | 7,557 | $123.6 萬 | 0.08% | 00.0% | 不變 |
| Pariax, LLC | 7,562 | $123.7 萬 | 1.21% | +7,562 | 新進 |
| Bigelow Investment Advisors, LLC | 7,566 | $123.8 萬 | 0.56% | +328+4.5% | 加碼 |
| Trust Co of Toledo NA | 7,603 | $124.4 萬 | 0.19% | +508+7.2% | 加碼 |
| Pitcairn Co | 7,639 | $125.0 萬 | 0.08% | −126−1.6% | 減碼 |
| Van Cleef Asset Management,Inc | 7,642 | $125.0 萬 | 0.18% | +41+0.5% | 加碼 |
| Belpointe Asset Management LLC | 7,667 | $125.3 萬 | 0.08% | +414+5.7% | 加碼 |
| SRB Corp | 7,694 | $125.9 萬 | 0.07% | +7,694 | 新進 |
| Arete Wealth Advisors, LLC | 7,538 | $126.0 萬 | 0.11% | +111+1.5% | 加碼 |
| Beach Investment Counsel Inc | 7,733 | $126.5 萬 | 0.17% | 00.0% | 不變 |
| Insight Advisors, LLC | 7,796 | $127.5 萬 | 0.38% | +100+1.3% | 加碼 |
| Smithfield Trust Co | 7,838 | $128.0 萬 | 0.08% | 00.0% | 不變 |
| Insight Wealth Strategies, LLC | 7,845 | $128.3 萬 | 0.18% | +1,172+17.6% | 加碼 |
| Investors Asset Management of Georgia Inc | 7,900 | $129.2 萬 | 0.62% | +335+4.4% | 加碼 |
| Wellington Shields & Co., LLC | 7,940 | $129.9 萬 | 0.26% | +35+0.4% | 加碼 |
| Personal Cfo Solutions, LLC | 7,945 | $130.0 萬 | 0.24% | +2,837+55.5% | 加碼 |
| Dakota Wealth Management | 8,003 | $130.9 萬 | 0.14% | −132−1.6% | 減碼 |
| Moloney Securities Asset Management, LLC | 8,040 | $131.5 萬 | 0.22% | +71+0.9% | 加碼 |
| Walter & Keenan Financial Consulting Co | 8,048 | $131.7 萬 | 0.43% | −1,200−13.0% | 減碼 |
| Csenge Advisory Group | 7,896 | $131.8 萬 | 0.12% | −7−0.1% | 減碼 |
| KWB Wealth | 8,073 | $132.1 萬 | 0.22% | +11+0.1% | 加碼 |
| Triad Investment Management | 8,138 | $133.1 萬 | 1.21% | +8,138 | 新進 |
| Eastern Bank | 8,162 | $133.5 萬 | 0.06% | +5,101+166.6% | 加碼 |
| Karpas Strategies, LLC | 8,175 | $133.7 萬 | 0.43% | +225+2.8% | 加碼 |
| C2C Wealth Management, LLC | 8,170 | $133.7 萬 | 0.19% | +8,170 | 新進 |
| Evoke Wealth, LLC | 8,206 | $134.3 萬 | 0.04% | −272−3.2% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 8,213 | $134.4 萬 | 0.07% | −473−5.4% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 8,291 | $135.6 萬 | 0.44% | +255+3.2% | 加碼 |
| Grimes & Company, Inc. | 8,301 | $135.8 萬 | 0.06% | −496−5.6% | 減碼 |
| Auxier Asset Management | 8,298 | $135.8 萬 | 0.21% | −10−0.1% | 減碼 |
| Amarillo National Bank | 8,313 | $136.0 萬 | 0.27% | 00.0% | 不變 |
| Vestcor Inc | 8,334 | $136.3 萬 | 0.05% | −1,730−17.2% | 減碼 |
| FineMark National Bank & Trust | 8,341 | $136.5 萬 | 0.05% | −277−3.2% | 減碼 |
| Excalibur Management Corp | 8,378 | $137.1 萬 | 0.55% | +184+2.2% | 加碼 |
| Associated Banc-Corp | 8,402 | $137.5 萬 | 0.05% | +55+0.7% | 加碼 |
| Fulton Bank, N.A. | 8,481 | $138.7 萬 | 0.06% | 00.0% | 不變 |
| Coastal Bridge Advisors, LLC | 8,504 | $139.1 萬 | 0.29% | +8+0.1% | 加碼 |
| RFG Advisory, LLC | 8,508 | $139.2 萬 | 0.10% | +1,084+14.6% | 加碼 |
| Abundance Wealth Counselors | 8,538 | $139.7 萬 | 0.36% | +8,538 | 新進 |
| Community Bank, N.A. | 8,545 | $139.8 萬 | 0.16% | −93−1.1% | 減碼 |
| Ameritas Investment Partners, Inc. | 8,549 | $139.9 萬 | 0.05% | −441−4.9% | 減碼 |
| Everett Harris & Co | 8,553 | $139.9 萬 | 0.02% | 00.0% | 不變 |
| Braun Stacey Associates Inc | 8,600 | $140.7 萬 | 0.05% | +800+10.3% | 加碼 |
| Guardian Capital LP | 8,618 | $141.0 萬 | 0.03% | −2,500−22.5% | 減碼 |
| NTV Asset Management LLC | 8,625 | $141.1 萬 | 0.23% | −100−1.1% | 減碼 |
| Redwood Investment Management, LLC | 8,622 | $141.1 萬 | 0.18% | +7,204+508.0% | 加碼 |
| Tudor Investment Corp Et Al | 8,643 | $141.4 萬 | 0.03% | −2,415−21.8% | 減碼 |
| American National Registered Investment Advisor, Inc. | 8,686 | $142.1 萬 | 0.47% | 00.0% | 不變 |
| Signaturefd, LLC | 8,688 | $142.1 萬 | 0.04% | +945+12.2% | 加碼 |
| CAPROCK Group, Inc. | 8,691 | $142.2 萬 | 0.12% | −462−5.0% | 減碼 |
| Center for Financial Planning, Inc. | 8,742 | $143.0 萬 | 0.29% | +10+0.1% | 加碼 |
| Barden Capital Management, Inc. | 8,738 | $143.0 萬 | 1.36% | +8,738 | 新進 |
| Lazard Freres Gestion S.A.S. | 8,735 | $143.2 萬 | 0.04% | −350−3.9% | 減碼 |
| Argent Advisors, Inc. | 8,784 | $143.7 萬 | 0.77% | −65−0.7% | 減碼 |
| Howard Capital Management Group, LLC | 8,806 | $144.1 萬 | 0.12% | +700+8.6% | 加碼 |
| Strategy Asset Managers LLC | 8,832 | $144.5 萬 | 0.38% | +535+6.4% | 加碼 |
| Palisade Asset Management, LLC | 8,883 | $145.3 萬 | 0.16% | +51+0.6% | 加碼 |
| Ossiam | 8,887 | $145.4 萬 | 0.04% | −64,859−87.9% | 減碼 |
| Boltwood Capital Management | 8,901 | $145.6 萬 | 0.54% | −50−0.6% | 減碼 |
| Polar Asset Management Partners Inc. | 8,908 | $145.7 萬 | 0.02% | +6,056+212.3% | 加碼 |
| TAGStone Capital, Inc. | 8,942 | $146.3 萬 | 1.22% | +8,942 | 新進 |
| Erste Asset Management GmbH | 8,934 | $146.4 萬 | 0.03% | +1,090+13.9% | 加碼 |
| Cowen and Company, LLC | 8,966 | $146.7 萬 | 0.14% | +8,966 | 新進 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9,049 | $148.0 萬 | 0.01% | +210+2.4% | 加碼 |