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 |
|---|---|---|---|---|---|
| Veritable, L.P. | 33,874 | $554.2 萬 | 0.08% | +26+0.1% | 加碼 |
| Banque Cantonale Vaudoise | 33,380 | $546.1 萬 | 0.21% | +500+1.5% | 加碼 |
| E. Ohman J:or Asset Management AB | 33,100 | $541.5 萬 | 0.16% | +2,200+7.1% | 加碼 |
| Campbell Capital Management Inc | 32,935 | $538.8 萬 | 2.22% | +17,355+111.4% | 加碼 |
| Choate Investment Advisors | 32,817 | $536.9 萬 | 0.31% | +1,480+4.7% | 加碼 |
| Pacer Advisors, Inc. | 32,616 | $533.6 萬 | 0.05% | −8,678−21.0% | 減碼 |
| Pavion Blue Capital, LLC | 32,145 | $525.9 萬 | 3.05% | −245−0.8% | 減碼 |
| Rodgers Brothers Inc. | 32,117 | $525.4 萬 | 0.94% | +238+0.7% | 加碼 |
| Andra AP-fonden | 32,000 | $523.5 萬 | 0.11% | −1,600−4.8% | 減碼 |
| First Hawaiian Bank | 31,990 | $523.4 萬 | 0.15% | +7,389+30.0% | 加碼 |
| Oppenheimer Asset Management Inc. | 31,726 | $519.0 萬 | 0.07% | −775−2.4% | 減碼 |
| Pacific Global Investment Management CO | 31,655 | $517.9 萬 | 0.96% | +479+1.5% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 31,520 | $515.7 萬 | 0.10% | −730−2.3% | 減碼 |
| GFS Advisors, LLC | 31,495 | $515.3 萬 | 0.85% | +2,350+8.1% | 加碼 |
| Mirova | 30,817 | $504.1 萬 | 0.60% | +9,087+41.8% | 加碼 |
| AMG National Trust Bank | 30,596 | $500.5 萬 | 0.15% | −1,149−3.6% | 減碼 |
| Asset Dedication, LLC | 30,641 | $500.5 萬 | 0.60% | +2,750+9.9% | 加碼 |
| Group One Trading, L.P. | 30,453 | $498.2 萬 | 0.09% | −89,874−74.7% | 減碼 |
| Federated Hermes, Inc. | 30,428 | $497.8 萬 | 0.01% | +25,275+490.5% | 加碼 |
| Goelzer Investment Management, Inc. | 30,199 | $494.1 萬 | 0.40% | −222−0.7% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 30,135 | $493.0 萬 | 1.20% | +1,362+4.7% | 加碼 |
| Synovus Financial Corp | 30,003 | $491.0 萬 | 0.05% | +397+1.3% | 加碼 |
| Freestone Capital Holdings, LLC | 29,922 | $489.5 萬 | 0.21% | +1,822+6.5% | 加碼 |
| Cetera Advisor Networks LLC | 29,546 | $483.4 萬 | 0.06% | +55+0.2% | 加碼 |
| First National Trust Co | 29,306 | $479.5 萬 | 0.25% | +1,566+5.6% | 加碼 |
| 6 Meridian | 29,048 | $475.2 萬 | 0.35% | −493−1.7% | 減碼 |
| AlphaCrest Capital Management LLC | 29,043 | $475.1 萬 | 0.18% | +19,045+190.5% | 加碼 |
| Adalta Capital Management LLC | 29,020 | $474.8 萬 | 2.19% | 00.0% | 不變 |
| JustInvest LLC | 29,019 | $474.8 萬 | 0.28% | +12,193+72.5% | 加碼 |
| Connable Office Inc | 28,950 | $473.6 萬 | 0.60% | −414−1.4% | 減碼 |
| Front Barnett Associates LLC | 28,903 | $472.9 萬 | 0.44% | −145−0.5% | 減碼 |
| Hendershot Investments Inc. | 28,630 | $468.4 萬 | 0.71% | −800−2.7% | 減碼 |
| Richard Bernstein Advisors LLC | 28,539 | $466.9 萬 | 0.09% | 00.0% | 不變 |
| Mitchell Capital Management Co | 28,522 | $466.6 萬 | 0.95% | +607+2.2% | 加碼 |
| RPG Investment Advisory, LLC | 28,433 | $465.2 萬 | 0.72% | +23+0.1% | 加碼 |
| Avitas Wealth Management LLC | 28,300 | $463.0 萬 | 0.78% | +437+1.6% | 加碼 |
| Univest Financial Corp | 28,240 | $462.0 萬 | 1.18% | −390−1.4% | 減碼 |
| PFS Investments Inc. | 28,014 | $458.3 萬 | 0.09% | +2,586+10.2% | 加碼 |
| Trexquant Investment LP | 27,923 | $456.8 萬 | 0.28% | +27,923 | 新進 |
| Trust Co of Vermont | 27,856 | $455.8 萬 | 0.29% | +695+2.6% | 加碼 |
| Stratos Wealth Partners, LTD. | 27,696 | $453.1 萬 | 0.10% | +1,035+3.9% | 加碼 |
| Birmingham Capital Management Co Inc | 27,690 | $453.0 萬 | 1.64% | −705−2.5% | 減碼 |
| Clifford Capital Partners LLC | 27,688 | $453.0 萬 | 3.38% | +4,929+21.7% | 加碼 |
| First Interstate Bank | 27,657 | $452.4 萬 | 0.44% | −36−0.1% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 27,428 | $448.7 萬 | 0.49% | −959−3.4% | 減碼 |
| Alyeska Investment Group, L.P. | 27,296 | $446.6 萬 | 0.05% | +27,296 | 新進 |
| Vident Investment Advisory, LLC | 27,268 | $446.2 萬 | 0.12% | +1,424+5.5% | 加碼 |
| Unison Asset Management LLC | 27,194 | $444.9 萬 | 3.67% | 00.0% | 不變 |
| Gladius Capital Management LP | 27,030 | $442.3 萬 | 1.49% | +27,030 | 新進 |
| Financial Partners Capital Management LLC | 26,953 | $441.0 萬 | 0.78% | −475−1.7% | 減碼 |
| Roundview Capital LLC | 26,924 | $440.5 萬 | 0.44% | +125+0.5% | 加碼 |
| Pine Ridge Advisers LLC | 26,500 | $433.5 萬 | 1.19% | 00.0% | 不變 |
| Quadrature Capital Ltd | 26,310 | $430.4 萬 | 0.23% | +26,310 | 新進 |
| Blue Zone Wealth Advisors, LLC | 26,148 | $427.8 萬 | 1.41% | −19−0.1% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 26,018 | $425.7 萬 | 0.70% | +14,434+124.6% | 加碼 |
| North Reef Capital Management LP | 26,000 | $425.4 萬 | 1.96% | +26,000 | 新進 |
| D.A. Davidson & Co. | 25,987 | $425.3 萬 | 0.05% | −1,661−6.0% | 減碼 |
| Prana Capital Management, LP | 25,885 | $423.5 萬 | 0.33% | +25,885 | 新進 |
| Bouvel Investment Partners, LLC | 25,879 | $423.4 萬 | 2.37% | −94−0.4% | 減碼 |
| Boyd Watterson Asset Management LLC | 25,866 | $423.2 萬 | 1.41% | +746+3.0% | 加碼 |
| HB Wealth Management, LLC | 25,753 | $421.3 萬 | 0.08% | +25,753 | 新進 |
| GDS Wealth Management | 25,651 | $419.7 萬 | 0.94% | +25,651 | 新進 |
| Jennison Associates LLC | 25,604 | $418.9 萬 | 0.00% | −1,639−6.0% | 減碼 |
| New England Asset Management Inc | 25,607 | $418.9 萬 | 0.06% | 00.0% | 不變 |
| National Asset Management, Inc. | 25,527 | $417.7 萬 | 0.12% | −1,138−4.3% | 減碼 |
| Beacon Pointe Advisors, LLC | 25,419 | $415.9 萬 | 0.11% | −5,373−17.4% | 減碼 |
| Strategic Wealth Designers | 25,334 | $414.5 萬 | 1.08% | +2,894+12.9% | 加碼 |
| Bessemer Group Inc | 25,316 | $414.2 萬 | 0.01% | +5,170+25.7% | 加碼 |
| Credit Agricole S A | 25,244 | $413.0 萬 | 0.14% | +8,214+48.2% | 加碼 |
| Foster Group, Inc. | 25,190 | $412.1 萬 | 0.36% | −79−0.3% | 減碼 |
| Hancock Whitney Corp | 25,075 | $410.2 萬 | 0.13% | −90−0.4% | 減碼 |
| Bleichroeder LP | 25,000 | $409.0 萬 | 0.64% | 00.0% | 不變 |
| SRN Advisors, LLC | 24,920 | $407.7 萬 | 1.46% | −1,612−6.1% | 減碼 |
| Pathstone Family Office, LLC | 24,592 | $402.4 萬 | 0.10% | −2,830−10.3% | 減碼 |
| Wedbush Securities Inc | 24,451 | $400.0 萬 | 0.17% | +560+2.3% | 加碼 |
| Davy Global Fund Management Ltd | 24,245 | $396.6 萬 | 0.61% | −1,687−6.5% | 減碼 |
| Concentric Wealth Management, LLC | 24,230 | $396.4 萬 | 1.12% | −355−1.4% | 減碼 |
| Park National Corp | 24,162 | $395.3 萬 | 0.15% | −2,887−10.7% | 減碼 |
| Impax Asset Management Group plc | 24,140 | $394.9 萬 | 0.01% | +472+2.0% | 加碼 |
| Chicago Trust Co NA | 23,882 | $390.7 萬 | 0.78% | −508−2.1% | 減碼 |
| Independent Advisor Alliance | 23,727 | $388.2 萬 | 0.19% | +1,203+5.3% | 加碼 |
| Ceera Investments, LLC | 23,634 | $386.7 萬 | 2.00% | −45−0.2% | 減碼 |
| Hutner Capital Management Inc | 23,460 | $383.8 萬 | 2.24% | −75−0.3% | 減碼 |
| Altshuler Shaham Ltd | 23,421 | $383.2 萬 | 0.08% | +24+0.1% | 加碼 |
| Cresset Asset Management, LLC | 23,379 | $382.5 萬 | 0.04% | −3,788−13.9% | 減碼 |
| Cetera Investment Advisers | 23,324 | $381.6 萬 | 0.05% | +48+0.2% | 加碼 |
| Lavaca Capital LLC | 23,233 | $380.1 萬 | 1.68% | +14,702+172.3% | 加碼 |
| Advisor Partners LLC | 23,167 | $379.0 萬 | 0.23% | −1,477−6.0% | 減碼 |
| Verdence Capital Advisors LLC | 23,086 | $377.7 萬 | 0.45% | +802+3.6% | 加碼 |
| RBF Capital, LLC | 23,000 | $376.3 萬 | 0.24% | 00.0% | 不變 |
| Coastal Investment Advisors, Inc. | 22,992 | $376.2 萬 | 0.83% | −183−0.8% | 減碼 |
| Castleark Management LLC | 22,975 | $375.9 萬 | 0.14% | 00.0% | 不變 |
| Grassi Investment Management | 22,960 | $375.6 萬 | 0.38% | 00.0% | 不變 |
| Fort Washington Investment Advisors Inc | 22,900 | $374.6 萬 | 0.02% | +59+0.3% | 加碼 |
| Kingfisher Capital LLC | 22,781 | $372.7 萬 | 0.86% | +1,136+5.2% | 加碼 |
| Sumitomo Life Insurance Co | 22,640 | $370.4 萬 | 0.09% | −715−3.1% | 減碼 |
| Family Management Corp | 22,589 | $369.6 萬 | 0.96% | +250+1.1% | 加碼 |
| Modera Wealth Management, LLC | 22,524 | $368.5 萬 | 0.14% | +8,561+61.3% | 加碼 |
| Fiduciary Group LLC | 22,425 | $366.9 萬 | 0.41% | −468−2.0% | 減碼 |
| Grandfield & Dodd, LLC | 22,382 | $366.0 萬 | 0.24% | −40.0% | 減碼 |