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 |
|---|---|---|---|---|---|
| Nomura Holdings Inc | 22,713 | $365.8 萬 | 0.02% | −22,957−50.3% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 22,312 | $365.0 萬 | 0.16% | −189−0.8% | 減碼 |
| Venture Visionary Partners LLC | 22,288 | $364.6 萬 | 0.24% | −144−0.6% | 減碼 |
| Moody National Bank Trust Division | 22,243 | $363.9 萬 | 0.11% | −97,099−81.4% | 減碼 |
| Covington Capital Management | 22,028 | $360.4 萬 | 0.12% | −69−0.3% | 減碼 |
| Chartwell Investment Partners, LLC | 21,989 | $359.7 萬 | 0.10% | −9,251−29.6% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 21,630 | $353.9 萬 | 0.14% | +155+0.7% | 加碼 |
| Tdam USA Inc. | 21,499 | $351.7 萬 | 0.22% | −13−0.1% | 減碼 |
| Strategic Wealth Partners, Ltd. | 21,493 | $351.6 萬 | 0.67% | +2,036+10.5% | 加碼 |
| Boston Private Wealth LLC | 21,321 | $348.8 萬 | 0.06% | −2,173−9.2% | 減碼 |
| Semper Augustus Investments Group LLC大師Semper Augustus | 21,260 | $347.8 萬 | 1.09% | −648−3.0% | 減碼 |
| Wellington Shields Capital Management, LLC | 21,243 | $347.5 萬 | 0.44% | +4,070+23.7% | 加碼 |
| Kathleen S. Wright Associates Inc. | 21,222 | $347.2 萬 | 2.55% | +21,222 | 新進 |
| BancorpSouth Bank | 21,215 | $347.0 萬 | 0.43% | +539+2.6% | 加碼 |
| Lakeview Capital Partners, LLC | 21,092 | $345.1 萬 | 2.02% | −514−2.4% | 減碼 |
| Chase Investment Counsel Corp | 20,981 | $343.2 萬 | 1.38% | −24−0.1% | 減碼 |
| Cinctive Capital Management LP | 20,974 | $343.1 萬 | 0.16% | −18,369−46.7% | 減碼 |
| GWM Advisors LLC | 20,889 | $341.7 萬 | 0.05% | +13,448+180.7% | 加碼 |
| Scotia Capital Inc. | 20,860 | $341.3 萬 | 0.02% | −3,234−13.4% | 減碼 |
| DCM Advisors, LLC | 20,861 | $341.3 萬 | 1.01% | +7,168+52.3% | 加碼 |
| Haverford Trust Co | 20,855 | $341.2 萬 | 0.04% | −1,082−4.9% | 減碼 |
| Regentatlantic Capital LLC | 20,827 | $340.7 萬 | 0.10% | +749+3.7% | 加碼 |
| Cullen Capital Management LLC | 20,800 | $340.3 萬 | 0.03% | +844+4.2% | 加碼 |
| Lincoln National Corp | 20,791 | $340.1 萬 | 0.07% | −33−0.2% | 減碼 |
| Stevens Capital Management LP | 20,733 | $339.2 萬 | 0.78% | +13,950+205.7% | 加碼 |
| Bell & Brown Wealth Advisors, LLC | 17,122 | $337.4 萬 | 1.63% | +311+1.8% | 加碼 |
| Fundamentun, LLC | 20,618 | $337.3 萬 | 0.53% | +760+3.8% | 加碼 |
| Eqis Capital Management, Inc. | 20,556 | $336.3 萬 | 0.25% | −49−0.2% | 減碼 |
| QV Investors Inc. | 20,310 | $332.3 萬 | 0.23% | −35,654−63.7% | 減碼 |
| Intrinsic Value Partners, LLC | 20,258 | $331.4 萬 | 3.53% | +20,258 | 新進 |
| Wetherby Asset Management Inc | 20,230 | $331.0 萬 | 0.19% | +116+0.6% | 加碼 |
| Raymond James Trust N.A. | 20,224 | $330.9 萬 | 0.10% | −540−2.6% | 減碼 |
| Meiji Yasuda Life Insurance Co | 20,156 | $329.8 萬 | 0.06% | −2,349−10.4% | 減碼 |
| Americana Partners, LLC | 20,127 | $329.2 萬 | 0.60% | +3,615+21.9% | 加碼 |
| Stonnington Group, LLC | 18,741 | $328.7 萬 | 0.71% | +235+1.3% | 加碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 20,000 | $327.2 萬 | 1.40% | 00.0% | 不變 |
| M. Kulyk & Associates, LLC | 19,913 | $325.8 萬 | 0.84% | +19,913 | 新進 |
| Azimuth Capital Management LLC | 19,859 | $324.9 萬 | 0.13% | −3,127−13.6% | 減碼 |
| River & Mercantile Asset Management LLP | 19,799 | $323.9 萬 | 0.25% | −335−1.7% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 19,794 | $323.8 萬 | 0.02% | +5,844+41.9% | 加碼 |
| Varma Mutual Pension Insurance Co | 19,735 | $322.8 萬 | 0.05% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 19,636 | $321.2 萬 | 0.15% | +235+1.2% | 加碼 |
| Ropes Wealth Advisors LLC | 19,599 | $320.6 萬 | 0.56% | +55+0.3% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19,530 | $319.5 萬 | 0.26% | −81−0.4% | 減碼 |
| RNC Capital Management LLC | 19,481 | $318.7 萬 | 0.16% | +332+1.7% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 19,468 | $318.5 萬 | 0.56% | +473+2.5% | 加碼 |
| Advisory Services Network, LLC | 19,445 | $318.1 萬 | 0.09% | +3,787+24.2% | 加碼 |
| Ethic Inc. | 19,431 | $317.9 萬 | 0.25% | +1,733+9.8% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 19,253 | $315.0 萬 | 0.18% | −412−2.1% | 減碼 |
| Hotaling Investment Management, LLC | 19,006 | $310.9 萬 | 1.08% | +544+2.9% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 18,990 | $310.7 萬 | 0.06% | −142−0.7% | 減碼 |
| Essex Investment Management Co LLC | 18,904 | $309.3 萬 | 0.35% | −2,331−11.0% | 減碼 |
| Generali Powszechne Towarzystwo Emerytalne | 18,900 | $309.2 萬 | 2.95% | +18,900 | 新進 |
| Sigma Planning Corp | 18,844 | $308.3 萬 | 0.09% | +3,178+20.3% | 加碼 |
| Mount Vernon Associates Inc | 18,611 | $304.5 萬 | 2.64% | +25+0.1% | 加碼 |
| Northern Oak Wealth Management Inc | 18,493 | $302.5 萬 | 0.34% | −638−3.3% | 減碼 |
| Pacifica Capital Investments, LLC | 18,400 | $301.0 萬 | 0.93% | 00.0% | 不變 |
| Shelton Capital Management | 18,385 | $300.8 萬 | 0.11% | −235−1.3% | 減碼 |
| Point72 Europe (London) LLP | 18,180 | $297.4 萬 | 1.36% | +18,180 | 新進 |
| Busey Wealth Management | 18,127 | $296.5 萬 | 0.11% | −745−3.9% | 減碼 |
| Assenagon Asset Management S.A. | 18,105 | $296.2 萬 | 0.01% | +443+2.5% | 加碼 |
| Altium Wealth Management LLC | 18,067 | $295.6 萬 | 0.19% | +51+0.3% | 加碼 |
| WP Advisors, LLC | 18,061 | $295.5 萬 | 1.23% | −147−0.8% | 減碼 |
| Siemens Fonds Invest GmbH | 17,965 | $294.9 萬 | 0.19% | +1,831+11.3% | 加碼 |
| EP Wealth Advisors, LLC | 18,003 | $294.5 萬 | 0.07% | −594−3.2% | 減碼 |
| Murphy Capital Management Inc | 17,971 | $294.0 萬 | 0.32% | −120−0.7% | 減碼 |
| Dixon Hubard Feinour & Brown Inc | 17,931 | $293.4 萬 | 0.28% | +17,931 | 新進 |
| Bill Few Associates, Inc. | 17,825 | $291.6 萬 | 1.51% | +17,825 | 新進 |
| Squarepoint Ops LLC | 17,819 | $291.5 萬 | 0.01% | +5,267+42.0% | 加碼 |
| Courier Capital LLC | 17,733 | $290.1 萬 | 0.27% | −316−1.8% | 減碼 |
| Callahan Advisors, LLC | 17,716 | $289.8 萬 | 0.33% | +10.0% | 加碼 |
| Elgethun Capital Management | 17,283 | $288.7 萬 | 1.01% | −70.0% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 17,637 | $288.5 萬 | 0.30% | −655−3.6% | 減碼 |
| Glenview Trust Co | 17,633 | $288.5 萬 | 0.10% | +3,670+26.3% | 加碼 |
| Salvus Wealth Management, LLC | 17,537 | $286.9 萬 | 2.10% | +40+0.2% | 加碼 |
| BFSG, LLC | 17,538 | $286.9 萬 | 0.40% | +385+2.2% | 加碼 |
| Hudson Valley Investment Advisors Inc | 17,492 | $286.2 萬 | 0.45% | +2,072+13.4% | 加碼 |
| Clearstead Advisors, LLC | 17,423 | $285.0 萬 | 0.19% | −300−1.7% | 減碼 |
| Sompo Asset Management Co., Ltd. | 17,350 | $283.8 萬 | 0.56% | +190+1.1% | 加碼 |
| Brewin Dolphin Wealth Management Ltd | 17,290 | $282.9 萬 | 0.30% | 00.0% | 不變 |
| Canandaigua National Corp | 17,286 | $282.8 萬 | 0.42% | +5,344+44.7% | 加碼 |
| Washington Trust Advisors, Inc. | 17,278 | $282.7 萬 | 0.19% | +17,278 | 新進 |
| Redpoint Investment Management Pty Ltd | 17,239 | $282.0 萬 | 0.22% | −147−0.8% | 減碼 |
| Jag Capital Management, LLC | 17,233 | $281.9 萬 | 0.22% | −299−1.7% | 減碼 |
| Arabesque Asset Management Ltd | 17,047 | $278.9 萬 | 0.81% | +2,293+15.5% | 加碼 |
| Leonteq Securities AG | 17,044 | $278.8 萬 | 0.13% | +3,243+23.5% | 加碼 |
| LaFleur & Godfrey LLC | 17,002 | $278.2 萬 | 0.36% | +1,510+9.7% | 加碼 |
| Eads & Heald Wealth Management | 16,928 | $276.9 萬 | 1.20% | −293−1.7% | 減碼 |
| Columbia Asset Management | 16,884 | $276.2 萬 | 0.56% | −238−1.4% | 減碼 |
| Regent Investment Management LLC | 16,876 | $276.1 萬 | 0.60% | +9,865+140.7% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 16,857 | $275.8 萬 | 0.26% | +477+2.9% | 加碼 |
| Lido Advisors, LLC | 16,838 | $275.4 萬 | 0.05% | −616−3.5% | 減碼 |
| Naples Global Advisors, LLC | 16,717 | $273.5 萬 | 0.32% | +747+4.7% | 加碼 |
| Silvant Capital Management LLC | 16,703 | $273.3 萬 | 0.47% | −693−4.0% | 減碼 |
| Everence Capital Management Inc | 16,684 | $273.0 萬 | 0.20% | −410−2.4% | 減碼 |
| Condor Capital Management | 16,561 | $270.9 萬 | 0.29% | −20.0% | 減碼 |
| TrinityPoint Wealth, LLC | 16,495 | $269.9 萬 | 0.48% | −216−1.3% | 減碼 |
| Northstar Group, Inc. | 16,428 | $268.8 萬 | 0.64% | −134−0.8% | 減碼 |
| Alps Advisors Inc | 16,424 | $268.7 萬 | 0.03% | −210,739−92.8% | 減碼 |
| Bennicas & Associates, Inc. | 16,412 | $268.5 萬 | 1.40% | 00.0% | 不變 |