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 |
|---|---|---|---|---|---|
| LGT Group Foundation | 16,318 | $267.1 萬 | 0.07% | +16,318 | 新進 |
| Peoples Financial Services Corp. | 16,269 | $266.1 萬 | 1.03% | −125−0.8% | 減碼 |
| West Oak Capital, LLC | 16,235 | $265.6 萬 | 0.98% | −475−2.8% | 減碼 |
| Montag A & Associates Inc | 16,115 | $263.6 萬 | 0.13% | −135−0.8% | 減碼 |
| Tower Bridge Advisors | 15,952 | $261.0 萬 | 0.16% | +76+0.5% | 加碼 |
| Jackson Square Capital, LLC | 15,902 | $260.2 萬 | 0.75% | −57−0.4% | 減碼 |
| Prudential PLC | 15,896 | $260.1 萬 | 0.04% | +15,896 | 新進 |
| Commerzbank Aktiengesellschaft | 15,885 | $259.9 萬 | 0.15% | +695+4.6% | 加碼 |
| Selway Asset Management | 15,860 | $259.5 萬 | 1.23% | +1,000+6.7% | 加碼 |
| HBK Sorce Advisory LLC | 15,821 | $258.9 萬 | 0.13% | −50−0.3% | 減碼 |
| People's United Financial, Inc. | 15,787 | $258.3 萬 | 0.06% | −2,788−15.0% | 減碼 |
| NorthCrest Asset Manangement, LLC | 15,668 | $256.3 萬 | 0.14% | +15,668 | 新進 |
| Man Group plc | 15,515 | $253.8 萬 | 0.01% | −366,206−95.9% | 減碼 |
| Bank of Stockton | 15,418 | $252.2 萬 | 0.74% | −330−2.1% | 減碼 |
| Gotham Asset Management, LLC | 15,308 | $250.4 萬 | 0.08% | +3,383+28.4% | 加碼 |
| Evercore Wealth Management, LLC | 15,266 | $249.8 萬 | 0.04% | −165−1.1% | 減碼 |
| Valueworks LLC | 15,228 | $249.1 萬 | 0.99% | +10.0% | 加碼 |
| Integrated Wealth Concepts LLC | 15,218 | $249.0 萬 | 0.07% | +2,900+23.5% | 加碼 |
| National Bank of Canada | 15,200 | $248.7 萬 | 0.01% | +15,200 | 新進 |
| Brave Asset Management Inc | 15,154 | $247.9 萬 | 0.68% | −461−3.0% | 減碼 |
| Independent Investors Inc | 15,000 | $245.4 萬 | 0.52% | −14−0.1% | 減碼 |
| Proequities, Inc. | 14,999 | $245.4 萬 | 0.14% | +770+5.4% | 加碼 |
| Brendel Financial Advisors LLC | 14,991 | $245.3 萬 | 1.27% | +14,991 | 新進 |
| Ieq Capital, LLC | 14,927 | $244.2 萬 | 0.06% | +4,454+42.5% | 加碼 |
| Resonant Capital Advisors, LLC | 14,875 | $243.4 萬 | 0.37% | +1,159+8.4% | 加碼 |
| Greenleaf Trust | 14,769 | $241.6 萬 | 0.03% | +1,406+10.5% | 加碼 |
| Burney Co | 14,770 | $241.6 萬 | 0.10% | +14,770 | 新進 |
| Profund Advisors LLC | 14,743 | $241.2 萬 | 0.08% | +977+7.1% | 加碼 |
| High Pointe Capital Management LLC | 14,745 | $241.2 萬 | 1.61% | +2,477+20.2% | 加碼 |
| Pettee Investors, Inc. | 14,681 | $240.2 萬 | 1.01% | 00.0% | 不變 |
| Cito Capital Group, LLC | 14,400 | $235.6 萬 | 0.98% | +100+0.7% | 加碼 |
| Cigna Investments Inc | 14,309 | $234.2 萬 | 0.18% | −5,537−27.9% | 減碼 |
| Avantax Advisory Services, Inc. | 14,298 | $234.0 萬 | 0.04% | +1,946+15.8% | 加碼 |
| Magnetar Financial LLC | 14,297 | $233.9 萬 | 0.02% | +9,028+171.3% | 加碼 |
| Blueshift Asset Management, LLC | 14,268 | $233.4 萬 | 0.21% | −50.0% | 減碼 |
| Buckingham Strategic Wealth, LLC | 14,268 | $233.4 萬 | 0.05% | +135+1.0% | 加碼 |
| Private Asset Management Inc | 14,259 | $233.3 萬 | 0.29% | 00.0% | 不變 |
| Icon Advisers Inc | 14,200 | $232.3 萬 | 0.37% | 00.0% | 不變 |
| Gilman Hill Asset Management, LLC | 14,114 | $230.9 萬 | 0.51% | +900+6.8% | 加碼 |
| Silicon Hills Wealth Management, LLC | 14,108 | $230.8 萬 | 1.43% | 00.0% | 不變 |
| Sawgrass Asset Management LLC | 14,009 | $229.2 萬 | 0.22% | −27−0.2% | 減碼 |
| Godshalk Welsh Capital Management, Inc. | 13,949 | $228.2 萬 | 1.30% | 00.0% | 不變 |
| Signet Investment Advisory Group, Inc. | 13,933 | $227.9 萬 | 1.30% | −305−2.1% | 減碼 |
| Sawyer & Company, Inc | 13,931 | $227.9 萬 | 0.98% | −227−1.6% | 減碼 |
| BBR Partners, LLC | 13,875 | $227.0 萬 | 0.27% | −104−0.7% | 減碼 |
| Stone Point Wealth LLC | 13,890 | $226.6 萬 | 1.84% | +13,890 | 新進 |
| Abeille Asset Management SA | 13,780 | $225.4 萬 | 0.52% | +13,780 | 新進 |
| Kanawha Capital Management LLC | 13,689 | $224.0 萬 | 0.19% | +1,272+10.2% | 加碼 |
| St. James Investment Advisors, LLC | 13,684 | $223.9 萬 | 1.65% | +13,684 | 新進 |
| BLB&B Advisors, LLC | 13,638 | $223.1 萬 | 0.15% | −330−2.4% | 減碼 |
| American Portfolios Advisors | 13,583 | $222.2 萬 | 0.07% | +705+5.5% | 加碼 |
| Signature Wealth Management Group | 13,546 | $221.6 萬 | 1.12% | +1,275+10.4% | 加碼 |
| South State Corp. | 13,516 | $221.1 萬 | 0.17% | −186−1.4% | 減碼 |
| Rehmann Capital Advisory Group | 13,493 | $220.7 萬 | 0.21% | +4,592+51.6% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 13,445 | $220.0 萬 | 0.19% | −222−1.6% | 減碼 |
| Hodges Capital Management Inc. | 13,390 | $219.1 萬 | 0.16% | +13,390 | 新進 |
| Benedict Financial Advisors Inc | 13,372 | $218.8 萬 | 0.57% | −263−1.9% | 減碼 |
| Bell Rock Capital LLC | 12,588 | $218.5 萬 | 1.61% | +12,588 | 新進 |
| CoreCap Advisors, LLC | 13,308 | $217.7 萬 | 0.15% | +13,308 | 新進 |
| Fort Sheridan Advisors LLC | 13,300 | $217.6 萬 | 0.63% | 00.0% | 不變 |
| Frontier Wealth Management LLC | 13,287 | $217.4 萬 | 0.14% | +1,186+9.8% | 加碼 |
| Doheny Asset Management | 13,243 | $216.7 萬 | 1.52% | −50.0% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 13,238 | $216.6 萬 | 0.08% | −575−4.2% | 減碼 |
| Aristotle Capital Management, LLC | 13,196 | $215.9 萬 | 0.00% | −57−0.4% | 減碼 |
| KCM Investment Advisors LLC | 13,124 | $214.7 萬 | 0.07% | −50−0.4% | 減碼 |
| Welch Group, LLC | 13,012 | $212.9 萬 | 0.12% | 00.0% | 不變 |
| Aigen Investment Management, LP | 13,022 | $212.4 萬 | 0.13% | +13,022 | 新進 |
| Sandhill Capital Partners LLC | 12,952 | $211.9 萬 | 0.16% | +279+2.2% | 加碼 |
| Ashfield Capital Partners, LLC | 12,931 | $211.6 萬 | 0.14% | −225−1.7% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 12,810 | $209.6 萬 | 0.50% | +8,029+167.9% | 加碼 |
| Argus Investors' Counsel, Inc. | 12,740 | $208.4 萬 | 1.25% | −650−4.9% | 減碼 |
| Steel Peak Wealth Management LLC | 12,734 | $208.3 萬 | 0.13% | −8,859−41.0% | 減碼 |
| Centiva Capital, LP | 12,721 | $208.1 萬 | 0.13% | +6,087+91.8% | 加碼 |
| Investment Advisory Services Inc | 12,707 | $207.9 萬 | 1.13% | −551−4.2% | 減碼 |
| Pinnacle Wealth Management, LLC | 12,624 | $206.5 萬 | 1.77% | +12,624 | 新進 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 12,610 | $206.3 萬 | 0.14% | 00.0% | 不變 |
| Cetera Advisors LLC | 12,609 | $206.3 萬 | 0.04% | +170+1.4% | 加碼 |
| Cape Cod Five Cents Savings Bank | 12,605 | $206.2 萬 | 0.20% | −577−4.4% | 減碼 |
| IFG Advisory, LLC | 12,552 | $205.3 萬 | 0.20% | +679+5.7% | 加碼 |
| Aviance Capital Partners, LLC | 12,540 | $205.2 萬 | 0.34% | −132−1.0% | 減碼 |
| Edmond de Rothschild Holding S.A. | 12,491 | $204.4 萬 | 0.04% | +6,587+111.6% | 加碼 |
| Quadrant Capital Group LLC | 12,464 | $203.9 萬 | 0.24% | +4,017+47.6% | 加碼 |
| CSM Advisors, LLC | 12,464 | $203.8 萬 | 0.14% | +155+1.3% | 加碼 |
| Buttonwood Financial Advisors Inc. | 12,449 | $203.7 萬 | 1.99% | +12,449 | 新進 |
| Ahl Investment Management, Inc. | 12,422 | $203.2 萬 | 1.85% | +12,422 | 新進 |
| Teamwork Financial Advisors, LLC | 12,416 | $203.1 萬 | 0.37% | +115+0.9% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 12,394 | $202.8 萬 | 0.67% | −137−1.1% | 減碼 |
| DuPont Capital Management Corp | 12,365 | $202.3 萬 | 0.07% | +6,305+104.0% | 加碼 |
| Mizuho Securities USA LLC | 12,362 | $202.2 萬 | 0.18% | −1,047−7.8% | 減碼 |
| Osborne Partners Capital Management, LLC | 12,320 | $201.6 萬 | 0.15% | +9+0.1% | 加碼 |
| Kingsview Wealth Management, LLC | 12,295 | $201.2 萬 | 0.08% | −1,380−10.1% | 減碼 |
| Valeo Financial Advisors, LLC | 12,287 | $201.0 萬 | 0.11% | +863+7.6% | 加碼 |
| Edgestream Partners, L.P. | 12,238 | $200.2 萬 | 0.12% | +7,484+157.4% | 加碼 |
| Caldwell Trust Co | 12,227 | $200.0 萬 | 0.23% | −27−0.2% | 減碼 |
| BKD Wealth Advisors, LLC | 12,221 | $199.9 萬 | 0.08% | −1,000−7.6% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 12,218 | $199.9 萬 | 0.07% | −273−2.2% | 減碼 |
| SOL Capital Management CO | 12,163 | $199.0 萬 | 0.36% | −90−0.7% | 減碼 |
| Budros, Ruhlin & Roe, Inc. | 12,083 | $197.7 萬 | 0.21% | +460+4.0% | 加碼 |
| American National Insurance Co | 12,025 | $196.7 萬 | 0.44% | −105,395−89.8% | 減碼 |
| SG3 Management, LLC | 12,000 | $196.3 萬 | 0.20% | 00.0% | 不變 |