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 |
|---|---|---|---|---|---|
| Winton Group Ltd | 4,264 | $69.8 萬 | 0.04% | −485−10.2% | 減碼 |
| Byrne Asset Management LLC | 4,271 | $69.9 萬 | 0.45% | +4,271 | 新進 |
| First City Capital Management, Inc. | 3,766 | $70.0 萬 | 0.39% | −200−5.0% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 4,291 | $70.2 萬 | 0.06% | +24+0.6% | 加碼 |
| Engine No. 1 LLC | 4,294 | $70.2 萬 | 0.15% | +832+24.0% | 加碼 |
| JB Capital LLC | 4,303 | $70.4 萬 | 0.07% | +1,015+30.9% | 加碼 |
| Confluence Wealth Services, Inc. | 4,313 | $70.5 萬 | 0.23% | +4,313 | 新進 |
| Transform Wealth, LLC | 4,316 | $70.6 萬 | 0.07% | −557−11.4% | 減碼 |
| YorkBridge Wealth Partners, LLC | 4,322 | $70.7 萬 | 0.16% | −200−4.4% | 減碼 |
| Annex Advisory Services, LLC | 4,323 | $70.7 萬 | 0.05% | +2,886+200.8% | 加碼 |
| Estabrook Capital Management | 4,324 | $70.7 萬 | 0.10% | +69+1.6% | 加碼 |
| CenterStar Asset Management, LLC | – | $70.8 萬 | 0.54% | – | 新進 |
| Buckley Wealth Management, LLC | 4,348 | $71.1 萬 | 0.21% | −3,784−46.5% | 減碼 |
| Atlas Brown,Inc. | 4,352 | $71.2 萬 | 0.28% | 00.0% | 不變 |
| HighTower Trust Services, LTA | 4,354 | $71.2 萬 | 0.07% | +4,354 | 新進 |
| GFG Capital, LLC | 4,367 | $71.4 萬 | 0.21% | −39−0.9% | 減碼 |
| Brooks, Moore & Associates, Inc. | 4,364 | $71.4 萬 | 0.42% | 00.0% | 不變 |
| Wesbanco Bank Inc | 4,371 | $71.5 萬 | 0.03% | −786−15.2% | 減碼 |
| Assetmark, Inc | 4,372 | $71.5 萬 | 0.00% | +3,203+274.0% | 加碼 |
| IFG Advisors, LLC | 4,378 | $71.6 萬 | 0.30% | +10+0.2% | 加碼 |
| Two Sigma Securities, LLC | 4,390 | $71.8 萬 | 0.14% | +1,133+34.8% | 加碼 |
| Compagnie Lombard Odier SCmA | 4,390 | $71.9 萬 | 0.01% | +3,233+279.4% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,404 | $72.1 萬 | 0.14% | +96+2.2% | 加碼 |
| Allegheny Financial Group LTD | 4,412 | $72.2 萬 | 0.29% | +10.0% | 加碼 |
| Alhambra Investment Partners LLC | 4,418 | $72.3 萬 | 0.51% | −410−8.5% | 減碼 |
| Saxon Interests, Inc. | 4,130 | $72.4 萬 | 0.41% | +4,130 | 新進 |
| Crescent Capital Consulting, LLC | 4,450 | $72.8 萬 | 0.12% | +975+28.1% | 加碼 |
| KB Financial Partners, LLC | 4,465 | $73.0 萬 | 0.21% | −406−8.3% | 減碼 |
| Spinnaker Trust | 4,462 | $73.0 萬 | 0.05% | 00.0% | 不變 |
| Ellis Investment Partners, LLC | 4,466 | $73.0 萬 | 0.17% | +1,168+35.4% | 加碼 |
| Leavell Investment Management, Inc. | 4,468 | $73.1 萬 | 0.05% | −134−2.9% | 減碼 |
| TCI Wealth Advisors, Inc. | 4,470 | $73.1 萬 | 0.11% | −60−1.3% | 減碼 |
| Moneta Group Investment Advisors LLC | 4,480 | $73.3 萬 | 0.03% | +385+9.4% | 加碼 |
| Evermay Wealth Management LLC | 4,491 | $73.5 萬 | 0.13% | 00.0% | 不變 |
| Icapital Wealth LLC | 4,500 | $73.6 萬 | 0.28% | +4,500 | 新進 |
| Occudo Quantitative Strategies LP | 4,509 | $73.8 萬 | 0.07% | +4,509 | 新進 |
| Cypress Wealth Services, LLC | 4,516 | $73.9 萬 | 0.20% | +71+1.6% | 加碼 |
| Ritholtz Wealth Management | 4,556 | $74.5 萬 | 0.05% | +198+4.5% | 加碼 |
| Pekin Hardy Strauss, Inc. | 4,558 | $74.6 萬 | 0.10% | +185+4.2% | 加碼 |
| First Farmers & Merchants Bank / Trust | 4,564 | $74.7 萬 | 0.74% | +4,564 | 新進 |
| XTX Topco Ltd | 4,572 | $74.8 萬 | 0.42% | −7,010−60.5% | 減碼 |
| Baker Avenue Asset Management, LP | 4,579 | $74.9 萬 | 0.04% | −206−4.3% | 減碼 |
| Sargent Investment Group, LLC | 4,584 | $75.0 萬 | 0.17% | 00.0% | 不變 |
| Legacy Advisors, LLC | 4,600 | $75.3 萬 | 0.28% | 00.0% | 不變 |
| Mission Wealth Management, LP | 4,608 | $75.4 萬 | 0.03% | −350−7.1% | 減碼 |
| Schulhoff & Co Inc | 4,625 | $75.6 萬 | 0.31% | 00.0% | 不變 |
| Virtu Financial LLC | 4,633 | $75.8 萬 | 0.08% | −10,029−68.4% | 減碼 |
| Profit Investment Management, LLC | 4,646 | $76.0 萬 | 0.48% | +1,270+37.6% | 加碼 |
| WBH Advisory Inc | 4,659 | $76.2 萬 | 0.09% | +10.0% | 加碼 |
| Aspiriant, LLC | 4,671 | $76.4 萬 | 0.04% | +59+1.3% | 加碼 |
| KRS Capital Management, LLC | 4,670 | $76.4 萬 | 0.66% | +4,670 | 新進 |
| Koshinski Asset Management, Inc. | 4,671 | $76.4 萬 | 0.06% | −255−5.2% | 減碼 |
| Independent Financial Group, LLC | 4,686 | $76.7 萬 | 0.06% | +1,131+31.8% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 4,706 | $77.0 萬 | 0.04% | 00.0% | 不變 |
| Madison Asset Management, LLC | 4,716 | $77.2 萬 | 0.01% | −60−1.3% | 減碼 |
| Tufton Capital Management | 4,735 | $77.4 萬 | 0.12% | 00.0% | 不變 |
| Waldron Private Wealth LLC | 4,732 | $77.4 萬 | 0.04% | +20.0% | 加碼 |
| First National Bank of Hutchinson | 4,730 | $77.4 萬 | 0.44% | +144+3.1% | 加碼 |
| Householder Group Estate & Retirement Specialist, LLC | 4,736 | $77.5 萬 | 0.29% | +4,736 | 新進 |
| Paragon Private Wealth Management, LLC | 4,746 | $77.6 萬 | 0.69% | +4,746 | 新進 |
| AdvisorNet Financial, Inc | 4,768 | $78.0 萬 | 0.05% | +39+0.8% | 加碼 |
| OPSEU Pension Plan Trust Fund | 4,531 | $78.1 萬 | 0.18% | +2,123+88.2% | 加碼 |
| XR Securities LLC | 4,780 | $78.2 萬 | 0.09% | +4,780 | 新進 |
| RMB Capital Management, LLC | 4,789 | $78.3 萬 | 0.02% | 00.0% | 不變 |
| Diligent Investors, LLC | 4,801 | $78.5 萬 | 0.22% | −142−2.9% | 減碼 |
| Basepoint Wealth LLC | 4,803 | $78.6 萬 | 0.77% | +4,803 | 新進 |
| Principle Wealth Partners LLC | 4,819 | $78.9 萬 | 0.08% | −600−11.1% | 減碼 |
| Jefferies Group LLC | 4,828 | $79.0 萬 | 0.01% | −13,109−73.1% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 4,831 | $79.0 萬 | 0.18% | −369−7.1% | 減碼 |
| GYL Financial Synergies, LLC | 4,847 | $79.3 萬 | 0.21% | +1,145+30.9% | 加碼 |
| Pflug Koory, LLC | 4,853 | $79.4 萬 | 0.40% | 00.0% | 不變 |
| Flputnam Investment Management Co | 4,854 | $79.4 萬 | 0.02% | +263+5.7% | 加碼 |
| Parkside Financial Bank & Trust | 4,948 | $80.9 萬 | 0.20% | +216+4.6% | 加碼 |
| Guyasuta Investment Advisors Inc | 4,955 | $81.1 萬 | 0.05% | +3,250+190.6% | 加碼 |
| Linscomb & Williams, Inc. | 4,982 | $81.5 萬 | 0.04% | +262+5.6% | 加碼 |
| Strategic Advisors LLC | 4,993 | $81.6 萬 | 0.12% | −92−1.8% | 減碼 |
| Papp L Roy & Associates | 4,995 | $81.7 萬 | 0.09% | 00.0% | 不變 |
| BigSur Wealth Management LLC | 5,000 | $81.8 萬 | 0.32% | +5,000 | 新進 |
| Northcape Wealth Management, LLC | 5,000 | $81.8 萬 | 0.28% | +5,000 | 新進 |
| Garde Capital, Inc. | 5,013 | $82.0 萬 | 0.08% | 00.0% | 不變 |
| Bedel Financial Consulting, Inc. | 5,012 | $82.0 萬 | 0.26% | +77+1.6% | 加碼 |
| Red Cedar Capital, LLC | 5,016 | $82.1 萬 | 0.47% | 00.0% | 不變 |
| Sun Life Financial INC | 5,024 | $82.1 萬 | 0.03% | +273+5.7% | 加碼 |
| Echo Street Capital Management LLC | 5,044 | $82.5 萬 | 0.01% | +5,044 | 新進 |
| Seeyond | 5,052 | $82.6 萬 | 0.08% | −60−1.2% | 減碼 |
| Levin Capital Strategies, L.P. | 5,064 | $82.8 萬 | 0.08% | 00.0% | 不變 |
| Brighton Jones LLC | 5,061 | $82.8 萬 | 0.04% | +428+9.2% | 加碼 |
| Ervin Investment Management, LLC | 5,065 | $82.9 萬 | 0.66% | +5,065 | 新進 |
| Leisure Capital Management | 5,075 | $83.0 萬 | 0.38% | −31−0.6% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 5,097 | $83.4 萬 | 0.18% | −4,501−46.9% | 減碼 |
| S.A. Mason LLC | 5,098 | $83.4 萬 | 0.50% | +10.0% | 加碼 |
| IFP Advisors, Inc | 5,114 | $83.5 萬 | 0.02% | +168+3.4% | 加碼 |
| Wealthsource Partners, LLC | 5,107 | $83.6 萬 | 0.07% | −349−6.4% | 減碼 |
| CWM, LLC | 5,132 | $84.0 萬 | 0.01% | +5,132 | 新進 |
| Domani Wealth, LLC | 5,144 | $84.2 萬 | 0.16% | +279+5.7% | 加碼 |
| Mather Group, LLC. | 5,221 | $85.4 萬 | 0.02% | +2,690+106.3% | 加碼 |
| Global Retirement Partners, LLC | 5,301 | $86.7 萬 | 0.67% | +155+3.0% | 加碼 |
| Lewis Capital Management, LLC | 5,300 | $86.7 萬 | 0.91% | +5,300 | 新進 |
| Sage Rhino Capital LLC | 5,332 | $87.2 萬 | 0.24% | −682−11.3% | 減碼 |
| Forum Financial Management, LP | 5,350 | $87.5 萬 | 0.05% | +5,350 | 新進 |