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 |
|---|---|---|---|---|---|
| Intersect Capital LLC | 3,286 | $53.8 萬 | 0.10% | −1,055−24.3% | 減碼 |
| SignalPoint Asset Management, LLC | 3,295 | $53.9 萬 | 0.16% | −139−4.0% | 減碼 |
| BTR Capital Management Inc | 3,292 | $53.9 萬 | 0.06% | 00.0% | 不變 |
| Private Ocean, LLC | 3,293 | $53.9 萬 | 0.06% | +217+7.1% | 加碼 |
| Antonetti Capital Management LLC | 3,300 | $54.0 萬 | 0.42% | 00.0% | 不變 |
| IPG Investment Advisors LLC | 3,323 | $54.4 萬 | 0.10% | −6,608−66.5% | 減碼 |
| Stonebridge Capital Management Inc | 3,340 | $54.6 萬 | 0.19% | −500−13.0% | 減碼 |
| Aspen Investment Management Inc | 3,338 | $54.6 萬 | 0.27% | −250−7.0% | 減碼 |
| Riverbridge Partners LLC | 3,348 | $54.8 萬 | 0.01% | 00.0% | 不變 |
| Aspire Private Capital, LLC | 3,351 | $54.8 萬 | 0.17% | +351+11.7% | 加碼 |
| Hall Capital Management Co Inc | 3,361 | $55.0 萬 | 0.31% | −224−6.2% | 減碼 |
| FirstPurpose Wealth LLC | 3,360 | $55.0 萬 | 0.35% | +3,360 | 新進 |
| First Foundation Advisors | 3,393 | $55.5 萬 | 0.02% | +74+2.2% | 加碼 |
| Hartford Financial Management Inc. | 3,396 | $55.6 萬 | 0.13% | +34+1.0% | 加碼 |
| Old Mission Investment Co LLC | 3,407 | $55.7 萬 | 0.20% | −19−0.6% | 減碼 |
| Ridgewood Investments LLC | 3,409 | $55.8 萬 | 0.35% | −78−2.2% | 減碼 |
| Grove Bank & Trust | 3,415 | $55.9 萬 | 0.11% | 00.0% | 不變 |
| Bristol John W & Co Inc | 3,420 | $56.0 萬 | 0.01% | −250−6.8% | 減碼 |
| Tompkins Financial Corp | 3,426 | $56.0 萬 | 0.10% | −17−0.5% | 減碼 |
| Chicago Partners Investment Group LLC | 2,917 | $56.1 萬 | 0.04% | +167+6.1% | 加碼 |
| Defined Wealth Management, LLC | 3,444 | $56.3 萬 | 0.46% | 00.0% | 不變 |
| Monetary Management Group Inc | 3,450 | $56.4 萬 | 0.14% | 00.0% | 不變 |
| Gitterman Wealth Management, LLC | 3,474 | $56.8 萬 | 0.42% | 00.0% | 不變 |
| KG&L Capital Management,LLC | 3,488 | $57.1 萬 | 0.23% | +940+36.9% | 加碼 |
| Ipswich Investment Management Co., Inc. | 3,496 | $57.2 萬 | 0.13% | −300−7.9% | 減碼 |
| Integrated Investment Consultants, LLC | 3,496 | $57.2 萬 | 0.15% | +859+32.6% | 加碼 |
| Barton Investment Management | 3,500 | $57.3 萬 | 0.05% | 00.0% | 不變 |
| First Pacific Advisors, LP | 3,500 | $57.3 萬 | 0.01% | +3,500 | 新進 |
| Hoylecohen, LLC | 3,514 | $57.5 萬 | 0.05% | −795−18.4% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 3,517 | $57.5 萬 | 0.02% | 00.0% | 不變 |
| Agate Pass Investment Management, LLC | 3,515 | $57.5 萬 | 0.36% | +3,515 | 新進 |
| Arrow Financial Corp | 3,520 | $57.6 萬 | 0.07% | −100−2.8% | 減碼 |
| Sigma Investment Counselors Inc | 3,527 | $57.7 萬 | 0.04% | 00.0% | 不變 |
| US Asset Management LLC | 3,540 | $57.9 萬 | 0.55% | −4−0.1% | 減碼 |
| Acropolis Investment Management, LLC | 3,551 | $58.1 萬 | 0.05% | −170−4.6% | 減碼 |
| Prospera Financial Services Inc | 3,545 | $58.1 萬 | 0.03% | +12+0.3% | 加碼 |
| Salem Investment Counselors Inc | 3,565 | $58.3 萬 | 0.02% | +171+5.0% | 加碼 |
| Richwood Investment Advisors, LLC | 3,567 | $58.4 萬 | 0.51% | +3,567 | 新進 |
| Balentine LLC | 3,574 | $58.5 萬 | 0.02% | +44+1.2% | 加碼 |
| RB Capital Management, LLC | 3,593 | $58.8 萬 | 0.18% | −96−2.6% | 減碼 |
| Philadelphia Trust Co | 3,595 | $58.8 萬 | 0.04% | −50−1.4% | 減碼 |
| Cadence Bank NA | 3,601 | $58.9 萬 | 0.16% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 3,616 | $59.2 萬 | 0.01% | +145+4.2% | 加碼 |
| B. Riley Wealth Management, Inc. | 3,627 | $59.3 萬 | 0.04% | +254+7.5% | 加碼 |
| VeraBank, N.A. | 3,653 | $59.7 萬 | 0.30% | 00.0% | 不變 |
| Resource Management, LLC | 3,654 | $59.8 萬 | 0.06% | −10−0.3% | 減碼 |
| SeaCrest Wealth Management, LLC | 3,677 | $60.2 萬 | 0.07% | −88−2.3% | 減碼 |
| TNF LLC | 3,575 | $60.2 萬 | 0.25% | 00.0% | 不變 |
| First Citizens Bank & Trust Co | 3,685 | $60.3 萬 | 0.02% | +139+3.9% | 加碼 |
| PFG Advisors | 3,716 | $60.8 萬 | 0.06% | +256+7.4% | 加碼 |
| Sutton Wealth Advisors Inc. | 3,735 | $61.1 萬 | 0.20% | −5−0.1% | 減碼 |
| Cary Street Partners Asset Management LLC | 3,754 | $61.4 萬 | 0.13% | −137−3.5% | 減碼 |
| CoreFirst Bank & Trust | 3,756 | $61.4 萬 | 0.40% | −10−0.3% | 減碼 |
| Meridian Wealth Management, LLC | 3,759 | $61.5 萬 | 0.07% | −137−3.5% | 減碼 |
| Graypoint LLC | 3,765 | $61.6 萬 | 0.06% | +2,141+131.8% | 加碼 |
| Trinity Legacy Partners, LLC | 3,787 | $62.0 萬 | 0.21% | 00.0% | 不變 |
| Twin Capital Management Inc | 3,796 | $62.1 萬 | 0.06% | −320−7.8% | 減碼 |
| Benin Management CORP | 3,797 | $62.1 萬 | 0.19% | 00.0% | 不變 |
| Financial Management Network Inc | 3,580 | $62.2 萬 | 0.29% | +105+3.0% | 加碼 |
| Optas, LLC | 3,814 | $62.3 萬 | 0.18% | 00.0% | 不變 |
| Congress Wealth Management LLC | 3,833 | $62.7 萬 | 0.01% | +3,833 | 新進 |
| Chemung Canal Trust Co | 3,843 | $62.9 萬 | 0.11% | 00.0% | 不變 |
| Merrion Investment Management Co, LLC | 3,891 | $63.6 萬 | 0.47% | 00.0% | 不變 |
| Aries Wealth Management | 3,886 | $63.6 萬 | 0.24% | +100+2.6% | 加碼 |
| MTM Investment Management, LLC | 3,891 | $63.7 萬 | 0.30% | 00.0% | 不變 |
| Radnor Capital Management, LLC | 3,895 | $63.7 萬 | 0.16% | +3,895 | 新進 |
| Saybrook Capital | 3,900 | $63.8 萬 | 0.16% | 00.0% | 不變 |
| Barings LLC | 3,906 | $63.9 萬 | 0.02% | +695+21.6% | 加碼 |
| Farmers & Merchants Investments Inc | 3,919 | $64.1 萬 | 0.02% | +3,418+682.2% | 加碼 |
| NorthRock Partners, LLC | 3,938 | $64.4 萬 | 0.05% | −140−3.4% | 減碼 |
| Partners Group Holding AG | 3,934 | $64.4 萬 | 0.03% | 00.0% | 不變 |
| Evanson Asset Management, LLC | 3,955 | $64.7 萬 | 0.06% | −988−20.0% | 減碼 |
| Asset Management Corp | 3,968 | $64.9 萬 | 0.38% | −271−6.4% | 減碼 |
| Baldwin Investment Management, LLC | 3,980 | $65.1 萬 | 0.17% | +20+0.5% | 加碼 |
| Exane Derivatives | 3,981 | $65.1 萬 | 0.16% | +6+0.2% | 加碼 |
| Oakworth Capital, Inc. | 4,012 | $65.7 萬 | 0.06% | −120−2.9% | 減碼 |
| Culbertson A N & Co Inc | 4,045 | $66.1 萬 | 0.12% | −200−4.7% | 減碼 |
| LGL Partners, LLC | 4,045 | $66.2 萬 | 0.08% | +20.0% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 4,048 | $66.2 萬 | 0.13% | +130+3.3% | 加碼 |
| Symphony Financial, Ltd. Co. | 3,949 | $66.4 萬 | 0.19% | +753+23.6% | 加碼 |
| Platform Technology Partners | 4,077 | $66.7 萬 | 0.29% | −105−2.5% | 減碼 |
| Centerpoint Advisors, LLC | 4,079 | $66.7 萬 | 0.29% | 00.0% | 不變 |
| Bond & Devick Financial Network, Inc. | 4,119 | $67.4 萬 | 0.51% | 00.0% | 不變 |
| Hamilton Capital, LLC | 4,123 | $67.5 萬 | 0.05% | +2,278+123.5% | 加碼 |
| NEXT Financial Group, Inc | 4,127 | $67.6 萬 | 0.04% | −659−13.8% | 減碼 |
| Hills Bank & Trust Co | 4,133 | $67.6 萬 | 0.09% | 00.0% | 不變 |
| Somerville Kurt F | 4,150 | $67.9 萬 | 0.09% | 00.0% | 不變 |
| Perpetual Investment Management Ltd | 4,156 | $67.9 萬 | 0.08% | 00.0% | 不變 |
| Fort Pitt Capital Group, LLC | 4,153 | $67.9 萬 | 0.02% | +300+7.8% | 加碼 |
| Weik Capital Management | 4,155 | $68.0 萬 | 0.26% | +120+3.0% | 加碼 |
| Kovack Advisors, Inc. | 4,174 | $68.3 萬 | 0.07% | +350+9.2% | 加碼 |
| Twelve Points Wealth Management LLC | 4,173 | $68.3 萬 | 0.55% | +4,173 | 新進 |
| Doliver Advisors, LP | 3,679 | $68.4 萬 | 0.22% | −224−5.7% | 減碼 |
| Clear Street Markets LLC | 4,200 | $68.7 萬 | 0.06% | −8,683−67.4% | 減碼 |
| First Affirmative Financial Network | 4,200 | $68.7 萬 | 0.63% | +103+2.5% | 加碼 |
| Lyell Wealth Management, LP | 4,227 | $69.2 萬 | 0.08% | −78−1.8% | 減碼 |
| American Trust | 4,228 | $69.2 萬 | 0.05% | +4,228 | 新進 |
| Boston Financial Mangement LLC | 4,238 | $69.3 萬 | 0.03% | 00.0% | 不變 |
| Beaumont Asset Management, L.L.C. | 4,265 | $69.7 萬 | 0.46% | +208+5.1% | 加碼 |
| Laurel Wealth Advisors, Inc. | 4,262 | $69.7 萬 | 0.05% | +999+30.6% | 加碼 |