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 |
|---|---|---|---|---|---|
| Delta Asset Management LLC | 1,486 | $24.3 萬 | 0.02% | 00.0% | 不變 |
| J. L. Bainbridge & Co., Inc. | 1,485 | $24.3 萬 | 0.03% | +2+0.1% | 加碼 |
| Intrust Bank NA | 1,492 | $24.4 萬 | 0.03% | 00.0% | 不變 |
| Merriman Wealth Management, LLC | 1,490 | $24.4 萬 | 0.02% | +1,490 | 新進 |
| Norris Financial Group, LLC | 1,493 | $24.4 萬 | 0.15% | +1,493 | 新進 |
| Bellevue Group AG | 1,500 | $24.5 萬 | 0.00% | −1,100−42.3% | 減碼 |
| Professional Advisory Services Inc | 1,500 | $24.5 萬 | 0.03% | 00.0% | 不變 |
| Keating Investment Counselors Inc | 1,500 | $24.5 萬 | 0.11% | 00.0% | 不變 |
| Mengis Capital Management, Inc. | 1,500 | $24.5 萬 | 0.05% | 00.0% | 不變 |
| Northwest Wealth Management, LLC | 1,500 | $24.5 萬 | 0.11% | +1,500 | 新進 |
| Trust Co of Virginia | 1,508 | $24.6 萬 | 0.02% | −32−2.1% | 減碼 |
| Comerica Securities,inc. | 1,508 | $24.7 萬 | 0.02% | +21+1.4% | 加碼 |
| Main Street Financial Solutions, LLC | 1,512 | $24.7 萬 | 0.03% | +1,512 | 新進 |
| Lafayette Investments, Inc. | 1,524 | $24.9 萬 | 0.06% | 00.0% | 不變 |
| Bridge Creek Capital Management LLC | 1,525 | $24.9 萬 | 0.09% | 00.0% | 不變 |
| Hudock, Inc. | 1,523 | $24.9 萬 | 0.07% | +1,316+635.7% | 加碼 |
| Glassman Wealth Services | 1,529 | $25.0 萬 | 0.05% | −279−15.4% | 減碼 |
| CWA Asset Management Group, LLC | 1,526 | $25.0 萬 | 0.02% | −28−1.8% | 減碼 |
| Wimmer Associates 1, LLC | 1,530 | $25.0 萬 | 0.13% | −10−0.6% | 減碼 |
| Solitude Financial Services | 1,531 | $25.0 萬 | 0.17% | −1−0.1% | 減碼 |
| Armstrong Shaw Associates Inc | 1,534 | $25.1 萬 | 0.20% | 00.0% | 不變 |
| Waterfront Wealth Inc. | 1,539 | $25.2 萬 | 0.10% | +1,539 | 新進 |
| All Season Financial Advisors, Inc. | 1,545 | $25.3 萬 | 0.18% | −2,144−58.1% | 減碼 |
| Retirement Planning Co of New England, Inc. | 1,550 | $25.3 萬 | 0.12% | +1,550 | 新進 |
| StoneX Group Inc. | 1,558 | $25.5 萬 | 0.03% | +1,558 | 新進 |
| Kistler-Tiffany Companies, LLC | 1,565 | $25.6 萬 | 0.05% | +65+4.3% | 加碼 |
| Schubert & Co | 1,562 | $25.6 萬 | 0.26% | +1,562 | 新進 |
| Northwest Bancshares, Inc. | 1,569 | $25.7 萬 | 0.05% | −20−1.3% | 減碼 |
| Financial Architects, Inc | 1,576 | $25.8 萬 | 0.03% | −48−3.0% | 減碼 |
| Hall Laurie J Trustee | 1,579 | $25.8 萬 | 0.09% | 00.0% | 不變 |
| McElhenny Sheffield Capital Management, LLC | 1,579 | $25.8 萬 | 0.10% | 00.0% | 不變 |
| United Bank | 1,575 | $25.8 萬 | 0.03% | 00.0% | 不變 |
| Acorn Wealth Advisors, LLC | 1,574 | $25.8 萬 | 0.16% | 00.0% | 不變 |
| Reliant Investment Management, LLC | 1,586 | $25.9 萬 | 0.11% | −545−25.6% | 減碼 |
| Convergence Investment Partners, LLC | 1,593 | $26.1 萬 | 0.13% | −65−3.9% | 減碼 |
| Baker Boyer National Bank | 1,593 | $26.1 萬 | 0.12% | +1,593 | 新進 |
| Corrigan Financial, Inc. | 1,600 | $26.2 萬 | 0.08% | +1+0.1% | 加碼 |
| Probity Advisors, Inc. | 1,603 | $26.2 萬 | 0.05% | −197−10.9% | 減碼 |
| Capital Asset Advisory Services LLC | 1,599 | $26.2 萬 | 0.03% | −143−8.2% | 減碼 |
| Optimum Investment Advisors | 1,600 | $26.2 萬 | 0.10% | 00.0% | 不變 |
| Puzo Michael J | 1,600 | $26.2 萬 | 0.07% | 00.0% | 不變 |
| Truehand, Inc | 1,600 | $26.2 萬 | 0.15% | 00.0% | 不變 |
| Asset Advisors Investment Management, LLC | 1,600 | $26.2 萬 | 0.03% | 00.0% | 不變 |
| Versor Investments LP | 1,600 | $26.2 萬 | 0.01% | +1,600 | 新進 |
| Bouchey Financial Group Ltd | 1,608 | $26.3 萬 | 0.04% | +1,608 | 新進 |
| SFMG, LLC | 1,611 | $26.4 萬 | 0.03% | +3+0.2% | 加碼 |
| Pacific Capital Wealth Advisors, Inc | 1,612 | $26.4 萬 | 0.08% | +195+13.8% | 加碼 |
| Wealthcare Advisory Partners LLC | 1,618 | $26.5 萬 | 0.02% | −47−2.8% | 減碼 |
| Smith, Moore & Co. | 1,617 | $26.5 萬 | 0.04% | +105+6.9% | 加碼 |
| Independent Solutions Wealth Management, LLC | 1,620 | $26.5 萬 | 0.06% | 00.0% | 不變 |
| Advisory Alpha, LLC | 1,623 | $26.6 萬 | 0.02% | −762−31.9% | 減碼 |
| Doman Group, LLC | 1,628 | $26.6 萬 | 0.23% | +1,628 | 新進 |
| Citizens National Bank Trust Department | 1,635 | $26.7 萬 | 0.10% | −415−20.2% | 減碼 |
| Arkadios Wealth Advisors | 1,629 | $26.7 萬 | 0.04% | −282−14.8% | 減碼 |
| Blue Fin Capital, Inc. | 1,637 | $26.7 萬 | 0.07% | 00.0% | 不變 |
| First Business Financial Services, Inc. | 1,630 | $26.7 萬 | 0.03% | 00.0% | 不變 |
| Bremer Bank National Association | 1,636 | $26.7 萬 | 0.04% | +5+0.3% | 加碼 |
| Summit Global Investments | 1,634 | $26.7 萬 | 0.02% | +34+2.1% | 加碼 |
| Quent Capital, LLC | 1,640 | $26.8 萬 | 0.06% | +1,640 | 新進 |
| Steigerwald, Gordon & Koch Inc. | 1,642 | $26.9 萬 | 0.04% | −3−0.2% | 減碼 |
| Heritage Investment Group, Inc. | 1,642 | $26.9 萬 | 0.21% | +1,642 | 新進 |
| Skba Capital Management LLC | 1,650 | $27.0 萬 | 0.05% | 00.0% | 不變 |
| MEMBERS Trust Co | 1,657 | $27.1 萬 | 0.01% | 00.0% | 不變 |
| Flagship Private Wealth, LLC | 1,654 | $27.1 萬 | 0.20% | 00.0% | 不變 |
| Midwest Professional Planners, LTD. | 1,656 | $27.1 萬 | 0.13% | +50+3.1% | 加碼 |
| 180 Wealth Advisors, LLC | 1,711 | $27.2 萬 | 0.06% | −10−0.6% | 減碼 |
| Bahl & Gaynor Inc | 1,663 | $27.2 萬 | 0.00% | 00.0% | 不變 |
| Blume Capital Management, Inc. | 1,663 | $27.2 萬 | 0.09% | 00.0% | 不變 |
| LCNB Corp | 1,662 | $27.2 萬 | 0.12% | +85+5.4% | 加碼 |
| Port Capital LLC | 1,663 | $27.2 萬 | 0.02% | +368+28.4% | 加碼 |
| PDS Planning, Inc | 1,666 | $27.3 萬 | 0.05% | −29−1.7% | 減碼 |
| Laird Norton Trust Company, LLC | 1,672 | $27.3 萬 | 0.03% | 00.0% | 不變 |
| CPWM, LLC | 1,630 | $27.3 萬 | 0.02% | 00.0% | 不變 |
| Michael B. Yongue | 1,675 | $27.4 萬 | 0.18% | 00.0% | 不變 |
| Gerber Kawasaki Wealth & Investment Management | 1,676 | $27.4 萬 | 0.02% | +384+29.7% | 加碼 |
| Abacus Planning Group, Inc. | 1,682 | $27.5 萬 | 0.07% | +199+13.4% | 加碼 |
| Oxbow Advisors, LLC | 1,678 | $27.5 萬 | 0.03% | +283+20.3% | 加碼 |
| Sittner & Nelson, LLC | 1,688 | $27.6 萬 | 0.16% | +2+0.1% | 加碼 |
| Sterling Investment Advisors, Ltd. | 1,700 | $27.8 萬 | 0.08% | +200+13.3% | 加碼 |
| Fagan Associates, Inc. | 1,700 | $27.8 萬 | 0.05% | +240+16.4% | 加碼 |
| JLB & Associates Inc | 1,704 | $27.8 萬 | 0.04% | +1,704 | 新進 |
| Foster & Motley Inc | 1,708 | $27.9 萬 | 0.02% | +60+3.6% | 加碼 |
| Nova R Wealth, Inc. | 1,708 | $27.9 萬 | 0.23% | +1,708 | 新進 |
| Adirondack Trust Co | 1,710 | $28.0 萬 | 0.13% | −20−1.2% | 減碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 1,727 | $28.2 萬 | 0.01% | 00.0% | 不變 |
| K.J. Harrison & Partners Inc | 1,722 | $28.2 萬 | 0.04% | +140+8.8% | 加碼 |
| Traphagen Investment Advisors LLC | 1,728 | $28.3 萬 | 0.05% | 00.0% | 不變 |
| Investors Research Corp | 1,728 | $28.3 萬 | 0.09% | +15+0.9% | 加碼 |
| Accel Wealth Management | 1,731 | $28.3 萬 | 0.14% | +601+53.2% | 加碼 |
| Magellan Asset Management Ltd | 1,751 | $28.6 萬 | 0.00% | −286−14.0% | 減碼 |
| Merit Financial Group, LLC | 1,746 | $28.6 萬 | 0.03% | −231−11.7% | 減碼 |
| Kelman-Lazarov, Inc. | 1,750 | $28.6 萬 | 0.09% | 00.0% | 不變 |
| Kenfarb & Co. | 1,750 | $28.6 萬 | 0.21% | +1,750 | 新進 |
| West Family Investments, Inc. | 1,753 | $28.7 萬 | 0.08% | −427−19.6% | 減碼 |
| FinTrust Capital Advisors, LLC | 1,763 | $28.8 萬 | 0.07% | −207−10.5% | 減碼 |
| Wealthquest Corp | 1,764 | $28.8 萬 | 0.04% | −43−2.4% | 減碼 |
| Zevenbergen Capital Investments LLC | 1,760 | $28.8 萬 | 0.01% | 00.0% | 不變 |
| Dumont & Blake Investment Advisors LLC | 1,760 | $28.8 萬 | 0.08% | 00.0% | 不變 |
| First Midwest Bank Trust Division | 1,773 | $29.0 萬 | 0.04% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 1,771 | $29.0 萬 | 0.07% | 00.0% | 不變 |