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 |
|---|---|---|---|---|---|
| North Fourth Asset Management, LP | 12,000 | $196.3 萬 | 0.69% | +12,000 | 新進 |
| Fruth Investment Management | 11,965 | $195.7 萬 | 0.54% | −35−0.3% | 減碼 |
| Arden Trust Co | 11,941 | $195.4 萬 | 0.33% | −1,278−9.7% | 減碼 |
| Lifeworks Advisors, LLC | 11,911 | $194.9 萬 | 1.55% | +11,911 | 新進 |
| Smith, Salley & Associates | 11,889 | $194.5 萬 | 0.14% | +27+0.2% | 加碼 |
| Change Path, LLC | 11,824 | $193.4 萬 | 0.10% | −21−0.2% | 減碼 |
| Bluestein R H & Co | 11,780 | $192.7 萬 | 0.07% | −715−5.7% | 減碼 |
| Lowe Brockenbrough & Co Inc | 11,737 | $192.0 萬 | 0.14% | 00.0% | 不變 |
| Madison Wealth Management | 11,738 | $192.0 萬 | 0.38% | +46+0.4% | 加碼 |
| Bull Street Advisors, LLC | 11,630 | $190.3 萬 | 0.91% | −360−3.0% | 減碼 |
| Lindsell Train Ltd大師Lindsell Train | 11,600 | $189.8 萬 | 0.03% | 00.0% | 不變 |
| Toroso Investments, LLC | 11,587 | $189.6 萬 | 0.06% | −974−7.8% | 減碼 |
| Arcus Capital Partners, LLC | 11,583 | $189.5 萬 | 0.64% | 00.0% | 不變 |
| Bailard, Inc. | 11,571 | $189.3 萬 | 0.06% | +43+0.4% | 加碼 |
| Gamble Jones Investment Counsel | 11,567 | $189.2 萬 | 0.11% | 00.0% | 不變 |
| Pensionfund DSM Netherlands | 11,500 | $188.1 萬 | 0.22% | 00.0% | 不變 |
| Insight Inv LLC | 11,486 | $187.9 萬 | 1.73% | +11,486 | 新進 |
| Advisory Research Inc | 11,457 | $187.4 萬 | 0.15% | +539+4.9% | 加碼 |
| Little House Capital LLC | 11,446 | $187.3 萬 | 0.99% | +4,549+66.0% | 加碼 |
| Advisor Resource Council | 11,343 | $185.6 萬 | 0.14% | +798+7.6% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 11,338 | $185.5 萬 | 0.07% | +82+0.7% | 加碼 |
| NVWM, LLC | 11,330 | $185.4 萬 | 0.58% | −5,871−34.1% | 減碼 |
| Jacobi Capital Management LLC | 11,331 | $185.3 萬 | 0.22% | +30.0% | 加碼 |
| Pinnacle Holdings, LLC | 11,276 | $184.5 萬 | 0.78% | +28+0.2% | 加碼 |
| Private Wealth Partners, LLC | 11,213 | $183.4 萬 | 0.15% | 00.0% | 不變 |
| Howard Capital Management Inc. | 10,715 | $182.5 萬 | 0.23% | +5,099+90.8% | 加碼 |
| Corient Capital Partners, LLC | 11,108 | $181.7 萬 | 0.12% | −56−0.5% | 減碼 |
| Wright Investors Service Inc | 11,072 | $181.1 萬 | 0.46% | +523+5.0% | 加碼 |
| Adviser Investments LLC | 11,053 | $180.8 萬 | 0.12% | +14+0.1% | 加碼 |
| Deane Retirement Strategies, Inc. | 11,038 | $180.6 萬 | 0.95% | +11,038 | 新進 |
| Gifford Fong Associates | 11,000 | $180.0 萬 | 0.31% | 00.0% | 不變 |
| True North Advisors, LLC | 11,000 | $179.9 萬 | 0.30% | 00.0% | 不變 |
| Personal Capital Advisors Corp | 11,180 | $179.4 萬 | 0.01% | +257+2.4% | 加碼 |
| Wintrust Investments LLC | 10,959 | $179.3 萬 | 0.17% | −393−3.5% | 減碼 |
| Anchor Investment Management, LLC | 10,918 | $178.6 萬 | 0.22% | +134+1.2% | 加碼 |
| MainStreet Investment Advisors LLC | 10,868 | $177.8 萬 | 0.15% | −244−2.2% | 減碼 |
| FOCUS Wealth Advisors, LLC | 10,865 | $177.7 萬 | 1.06% | +390+3.7% | 加碼 |
| Lincoln Capital LLC | 10,846 | $177.4 萬 | 0.44% | −60−0.6% | 減碼 |
| Point72 Hong Kong Ltd | 10,837 | $177.3 萬 | 0.15% | −478−4.2% | 減碼 |
| Union Heritage Capital, LLC | 10,788 | $176.5 萬 | 0.83% | 00.0% | 不變 |
| Penobscot Investment Management Company, Inc. | 10,771 | $176.2 萬 | 0.24% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 10,754 | $175.9 萬 | 0.06% | −25,036−70.0% | 減碼 |
| IBM Retirement Fund | 10,745 | $175.8 萬 | 0.22% | −7,705−41.8% | 減碼 |
| Sabadell Asset Management, S.A S.G.I.I.C | 10,055 | $174.2 萬 | 0.28% | +842+9.1% | 加碼 |
| Boston Family Office LLC | 10,613 | $173.6 萬 | 0.11% | 00.0% | 不變 |
| TownSquare Capital, LLC | 10,579 | $173.1 萬 | 0.04% | +3,118+41.8% | 加碼 |
| Rathbone Brothers plc | 10,558 | $172.7 萬 | 0.02% | +387+3.8% | 加碼 |
| ACG Wealth | 10,517 | $172.1 萬 | 0.24% | +53+0.5% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 10,499 | $171.8 萬 | 0.06% | −806−7.1% | 減碼 |
| Citizens Business Bank | 10,500 | $171.8 萬 | 0.21% | 00.0% | 不變 |
| Woodstock Corp | 10,490 | $171.6 萬 | 0.18% | +20+0.2% | 加碼 |
| Cerity Partners LLC | 13,755 | $171.6 萬 | 0.03% | +6,148+80.8% | 加碼 |
| IndexIQ Advisors LLC | 10,468 | $171.2 萬 | 0.06% | −19−0.2% | 減碼 |
| William Allan, LLC | 10,446 | $170.9 萬 | 1.22% | +10,446 | 新進 |
| Fukoku Mutual Life Insurance Co | 10,440 | $170.8 萬 | 0.13% | +170+1.7% | 加碼 |
| Inlet Private Wealth, LLC | 10,409 | $170.3 萬 | 0.41% | +30.0% | 加碼 |
| Schechter Investment Advisors, LLC | 10,387 | $170.0 萬 | 0.15% | +10,387 | 新進 |
| Brookstone Capital Management | 9,615 | $167.7 萬 | 0.03% | +979+11.3% | 加碼 |
| Trustco Bank Corp N Y | 10,237 | $167.5 萬 | 1.46% | −63−0.6% | 減碼 |
| Atlas Capital Advisors LLC | 10,219 | $167.2 萬 | 0.25% | +10,171+21,189.6% | 加碼 |
| Herbst Group, LLC | 10,200 | $166.9 萬 | 1.03% | +10,200 | 新進 |
| Veriti Management LLC | 10,172 | $166.4 萬 | 0.22% | −26−0.3% | 減碼 |
| Institute for Wealth Management, LLC. | 10,162 | $166.2 萬 | 0.27% | −86−0.8% | 減碼 |
| Essex Financial Services, Inc. | 10,104 | $165.3 萬 | 0.16% | +42+0.4% | 加碼 |
| Rothschild Investment Corp | 10,003 | $163.7 萬 | 0.13% | −270−2.6% | 減碼 |
| Hyman Charles D | 10,004 | $163.7 萬 | 0.10% | 00.0% | 不變 |
| Empirical Finance, LLC | 10,007 | $163.7 萬 | 0.19% | +1,677+20.1% | 加碼 |
| Massmutual Trust Co FSB | 9,991 | $163.5 萬 | 0.06% | −201−2.0% | 減碼 |
| Ballentine Partners, LLC | 9,972 | $163.1 萬 | 0.05% | −321−3.1% | 減碼 |
| St. Johns Investment Management Company, LLC | 9,968 | $163.1 萬 | 0.83% | +23+0.2% | 加碼 |
| Chicago Capital, LLC | 9,949 | $162.8 萬 | 0.06% | 00.0% | 不變 |
| McMillion Capital Management Inc | 9,926 | $162.4 萬 | 0.88% | −600−5.7% | 減碼 |
| Knuff & Co LLC | 9,855 | $161.2 萬 | 0.50% | 00.0% | 不變 |
| EFG Asset Management (North America) Corp. | 9,838 | $160.9 萬 | 0.21% | +9,838 | 新進 |
| J. W. Coons Advisors, LLC | 9,813 | $160.5 萬 | 0.49% | +474+5.1% | 加碼 |
| Birinyi Associates Inc | 9,781 | $160.0 萬 | 0.50% | +5,250+115.9% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 9,747 | $159.5 萬 | 0.44% | +2,809+40.5% | 加碼 |
| Moors & Cabot, Inc. | 9,715 | $158.9 萬 | 0.10% | +632+7.0% | 加碼 |
| MUFG Securities EMEA plc | 9,700 | $158.7 萬 | 0.03% | +9,700 | 新進 |
| Linker Capital Management Inc. | 9,650 | $157.9 萬 | 1.52% | +9,650 | 新進 |
| Ingalls & Snyder LLC | 9,632 | $157.6 萬 | 0.07% | −17−0.2% | 減碼 |
| SkyView Investment Advisors, LLC | 17,662 | $155.9 萬 | 0.35% | +12,929+273.2% | 加碼 |
| Savant Capital, LLC | 9,485 | $155.2 萬 | 0.05% | +357+3.9% | 加碼 |
| FDx Advisors, Inc. | 9,489 | $155.2 萬 | 0.04% | +1,256+15.3% | 加碼 |
| Invst, LLC | 8,210 | $155.1 萬 | 0.24% | −1,473−15.2% | 減碼 |
| Gateway Investment Advisers LLC | 9,465 | $154.8 萬 | 0.01% | +768+8.8% | 加碼 |
| Simmons Bank | 9,430 | $154.3 萬 | 0.11% | −175−1.8% | 減碼 |
| Dynamic Technology Lab Private Ltd | 9,341 | $152.9 萬 | 0.17% | +9,341 | 新進 |
| Meristem Family Wealth, LLC | 9,291 | $152.0 萬 | 0.13% | −200−2.1% | 減碼 |
| Stokes Family Office, LLC | 9,290 | $152.0 萬 | 0.19% | +205+2.3% | 加碼 |
| Beaumont Financial Partners, LLC | 9,275 | $151.7 萬 | 0.11% | +80+0.9% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 9,263 | $151.5 萬 | 0.18% | 00.0% | 不變 |
| Hartline Investment Corp | 9,233 | $151.1 萬 | 0.21% | −320−3.3% | 減碼 |
| Berkshire Asset Management LLC | 9,231 | $151.0 萬 | 0.09% | −500−5.1% | 減碼 |
| Greenwood Gearhart Inc | 9,216 | $150.8 萬 | 0.21% | −276−2.9% | 減碼 |
| Parallel Advisors, LLC | 9,217 | $150.8 萬 | 0.06% | +11+0.1% | 加碼 |
| Trustcore Financial Services, LLC | 9,182 | $150.2 萬 | 0.17% | +10.0% | 加碼 |
| Taylor Frigon Capital Management LLC | 9,154 | $149.8 萬 | 0.47% | +100+1.1% | 加碼 |
| Bradley & Co. Private Wealth Management, LLC | 9,151 | $149.7 萬 | 1.20% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 9,112 | $149.1 萬 | 0.05% | −51−0.6% | 減碼 |