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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 季與 2021 年第 3 季比較

持有 American Express Co 的機構從 2021 年第 3 季到 2021 年第 4 季的變化。

2021 年第 4 季全部持有人2021 年第 3 季全部持有人

AXP 的 13F 持有人:2021 年第 3 季與 2021 年第 4 季比較
項目2021 年第 3 季其中尚未申報 2021 年第 4 季2021 年第 4 季變化
持有家數1,879312,005+157
股數6.63 億61.7 萬6.49 億−1,353 萬 (−2.0%)
市值$1,112 億$1.03 億$1,061 億−$49.4 億 (−4.4%)

31 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(258 家)

2021 年第 4 季季末持有 American Express Co、2021 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 258 家。

2021 年第 4 季新進 AXP 的機構
機構股數市值佔組合 %
LMR Partners LLP243,331$3,981 萬0.52%
Paralel Advisors LLC210,000$3,436 萬1.99%
Connectus Wealth, LLC206,123$3,380 萬1.31%
Allspring Global Investments Holdings, LLC199,526$3,264 萬0.04%
Capital Fund Management S.A.185,810$3,040 萬0.79%
Global Frontier Investments LLC183,400$3,000 萬11.33%
Schonfeld Strategic Advisors LLC130,792$2,140 萬0.21%
Mill Capital Management, LLC118,740$1,943 萬1.99%
Yousif Capital Management, LLC103,920$1,700 萬0.18%
Hudson Bay Capital Management LP95,000$1,554 萬0.17%
B. Metzler seel. Sohn & Co. AG88,763$1,457 萬0.19%
Capstone Investment Advisors, LLC60,364$987.6 萬0.16%
Eagle Rock Investment Company, LLC59,107$967.0 萬1.85%
Achmea Investment Management B.V.57,542$941.4 萬0.45%
WESPAC Advisors SoCal, LLC41,320$758.4 萬2.32%
Stonegate Investment Group, LLC42,476$694.9 萬0.29%
Ergoteles LLC40,728$666.3 萬0.26%
Ulysses Management LLC40,000$654.4 萬1.13%
Bright Rock Capital Management, LLC35,000$572.6 萬1.30%
Trexquant Investment LP27,923$456.8 萬0.28%
Alyeska Investment Group, L.P.27,296$446.6 萬0.05%
Gladius Capital Management LP27,030$442.3 萬1.49%
Quadrature Capital Ltd26,310$430.4 萬0.23%
North Reef Capital Management LP26,000$425.4 萬1.96%
Prana Capital Management, LP25,885$423.5 萬0.33%
HB Wealth Management, LLC25,753$421.3 萬0.08%
GDS Wealth Management25,651$419.7 萬0.94%
Kathleen S. Wright Associates Inc.21,222$347.2 萬2.55%
Intrinsic Value Partners, LLC20,258$331.4 萬3.53%
M. Kulyk & Associates, LLC19,913$325.8 萬0.84%
Generali Powszechne Towarzystwo Emerytalne18,900$309.2 萬2.95%
Point72 Europe (London) LLP18,180$297.4 萬1.36%
Dixon Hubard Feinour & Brown Inc17,931$293.4 萬0.28%
Bill Few Associates, Inc.17,825$291.6 萬1.51%
Washington Trust Advisors, Inc.17,278$282.7 萬0.19%
LGT Group Foundation16,318$267.1 萬0.07%
Prudential PLC15,896$260.1 萬0.04%
NorthCrest Asset Manangement, LLC15,668$256.3 萬0.14%
National Bank of Canada15,200$248.7 萬0.01%
Brendel Financial Advisors LLC14,991$245.3 萬1.27%
Burney Co14,770$241.6 萬0.10%
Stone Point Wealth LLC13,890$226.6 萬1.84%
Abeille Asset Management SA13,780$225.4 萬0.52%
St. James Investment Advisors, LLC13,684$223.9 萬1.65%
Hodges Capital Management Inc.13,390$219.1 萬0.16%
Bell Rock Capital LLC12,588$218.5 萬1.61%
CoreCap Advisors, LLC13,308$217.7 萬0.15%
Aigen Investment Management, LP13,022$212.4 萬0.13%
Pinnacle Wealth Management, LLC12,624$206.5 萬1.77%
Buttonwood Financial Advisors Inc.12,449$203.7 萬1.99%
Ahl Investment Management, Inc.12,422$203.2 萬1.85%
North Fourth Asset Management, LP12,000$196.3 萬0.69%
Lifeworks Advisors, LLC11,911$194.9 萬1.55%
Insight Inv LLC11,486$187.9 萬1.73%
Deane Retirement Strategies, Inc.11,038$180.6 萬0.95%
William Allan, LLC10,446$170.9 萬1.22%
Schechter Investment Advisors, LLC10,387$170.0 萬0.15%
Herbst Group, LLC10,200$166.9 萬1.03%
EFG Asset Management (North America) Corp.9,838$160.9 萬0.21%
MUFG Securities EMEA plc9,700$158.7 萬0.03%
Linker Capital Management Inc.9,650$157.9 萬1.52%
Dynamic Technology Lab Private Ltd9,341$152.9 萬0.17%
Carl P. Sherr & Co., LLC9,075$148.5 萬0.90%
Cowen and Company, LLC8,966$146.7 萬0.14%
TAGStone Capital, Inc.8,942$146.3 萬1.22%
Barden Capital Management, Inc.8,738$143.0 萬1.36%
Abundance Wealth Counselors8,538$139.7 萬0.36%
C2C Wealth Management, LLC8,170$133.7 萬0.19%
Triad Investment Management8,138$133.1 萬1.21%
SRB Corp7,694$125.9 萬0.07%
Pariax, LLC7,562$123.7 萬1.21%
Western Wealth Management, LLC7,550$122.9 萬0.12%
Horizon Wealth Management, LLC7,452$121.9 萬0.36%
Ameritas Advisory Services, LLC6,662$109.0 萬0.04%
Ascent Group, LLC6,732$106.9 萬0.14%
Paloma Partners Management Co6,525$106.7 萬0.03%
Phraction Management LLC6,411$104.9 萬0.64%
Verition Fund Management LLC6,322$103.4 萬0.01%
Castleview Partners, LLC167,853$102.6 萬0.01%
Engineers Gate Manager LP6,213$101.6 萬0.05%
Emfo, LLC6,000$98.2 萬0.87%
HBK Investments L P5,831$95.4 萬0.02%
Lombard Odier Asset Management (Europe) Ltd5,597$91.6 萬0.04%
MBB Public Markets I LLC5,561$91.0 萬0.02%
Walleye Capital LLC5,478$89.6 萬0.03%
Metis Global Partners, LLC5,466$89.5 萬0.25%
Forum Financial Management, LP5,350$87.5 萬0.05%
Lewis Capital Management, LLC5,300$86.7 萬0.91%
CWM, LLC5,132$84.0 萬0.01%
Ervin Investment Management, LLC5,065$82.9 萬0.66%
Echo Street Capital Management LLC5,044$82.5 萬0.01%
BigSur Wealth Management LLC5,000$81.8 萬0.32%
Northcape Wealth Management, LLC5,000$81.8 萬0.28%
Basepoint Wealth LLC4,803$78.6 萬0.77%
XR Securities LLC4,780$78.2 萬0.09%
Paragon Private Wealth Management, LLC4,746$77.6 萬0.69%
Householder Group Estate & Retirement Specialist, LLC4,736$77.5 萬0.29%
KRS Capital Management, LLC4,670$76.4 萬0.66%
First Farmers & Merchants Bank / Trust4,564$74.7 萬0.74%
Occudo Quantitative Strategies LP4,509$73.8 萬0.07%

清倉機構(101 家)

2021 年第 3 季季末持有 American Express Co、2021 年第 4 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 101 家。

2021 年第 4 季清倉 AXP 的機構
機構2021 年第 3 季股數2021 年第 3 季市值
Marathon Asset Mgmt Ltd899,218$1.51 億
Junto Capital Management LP493,895$8,274 萬
Nisa Investment Advisors, LLC318,763$5,340 萬
Tweedy, Browne Co LLC270,039$4,524 萬
AMP Capital Investors Ltd217,399$3,643 萬
PEAK6 Investments LLC85,992$1,441 萬
united american securities inc. (d/b/a uas asset management)71,995$1,206 萬
Unigestion Holding SA62,813$1,077 萬
Strycker View Capital LLC55,407$928.2 萬
Crestline Management, LP50,414$844.6 萬
MIK Capital, LP46,998$787.4 萬
Wolverine Trading, LLC42,713$732.7 萬
Horizon Investments, LLC41,699$696.8 萬
One Capital Management, LLC35,573$595.9 萬
Polar Capital Holdings Plc32,916$551.4 萬
Robeco Schweiz AG30,230$506.4 萬
CastleArk Alternatives, LLC22,975$384.9 萬
Howland Capital Management LLC17,412$291.7 萬
U S Global Investors Inc15,394$257.9 萬
Accuvest Global Advisors13,827$237.2 萬
Bridgewater Associates, LP14,150$237.1 萬
Capula Management Ltd13,754$229.8 萬
Campbell Newman Asset Management Inc13,601$227.9 萬
F/M Investments LLC13,123$219.8 萬
Rational Advisors LLC12,000$201.0 萬
AXS Investments LLC11,583$194.0 萬
Sovarnum Capital L.P.10,000$167.5 萬
Sciencast Management LP9,475$161.3 萬
Meeder Asset Management Inc7,967$133.5 萬
Arjuna Capital6,948$116.4 萬
Taylor, Cottrill, Erickson & Associates, Inc.6,854$114.8 萬
Icon Wealth Partners, LLC6,607$110.7 萬
Barometer Capital Management Inc.6,328$105.8 萬
Campbell & CO Investment Adviser LLC6,050$101.4 萬
Gyon Technologies Capital Management, LP4,743$79.5 萬
Beaton Management Co. Inc.4,456$74.7 萬
Easterly Investment Partners LLC3,200$53.6 萬
Bingham Osborn & Scarborough LLC3,100$51.9 萬
Interchange Capital Partners, LLC3,100$51.9 萬
RMR Wealth Builders2,632$44.1 萬
Hobart Private Capital, LLC2,567$43.0 萬
Camden Capital, LLC2,437$40.8 萬
Sustainable Insight Capital Management, LLC2,408$40.3 萬
Worldquant Millennium Advisors LLC2,370$39.7 萬
MCF Advisors LLC2,274$38.1 萬
Fiducient Advisors LLC2,012$33.7 萬
Axiom Financial Strategies, LLC1,898$31.8 萬
Hemington Wealth Management1,644$27.5 萬
HBW Advisory Services LLC1,607$26.9 萬
Polaris Wealth Advisory Group, LLC1,280$22.3 萬
Oxinas Partners Wealth Management LLC1,312$22.0 萬
Fulcrum Capital LLC1,300$21.8 萬
Summit Place Financial Advisors, LLC1,298$21.7 萬
Bank of the West1,258$21.1 萬
Tiedemann Advisors, LLC1,215$20.4 萬
Wealth Management Partners, LLC1,216$20.4 萬
First National Corp1,206$20.2 萬
Nadler Financial Group, Inc.1,208$20.2 萬
Soltis Investment Advisors LLC1,208$20.2 萬
North Star Asset Management Inc1,200$20.1 萬
Reinhart Partners, Inc.1,200$20.1 萬
Nations Financial Group Inc,1,198$20.1 萬
Montgomery Investment Management Inc1,201$20.1 萬
Fiera Capital Corp1,200$20.1 萬
Burt Wealth Advisors1,197$20.1 萬
Firestone Capital Management1,215$20.1 萬
Verus Financial Partners, Inc.1,133$20.0 萬
Atlas Private Wealth Advisors1,063$17.8 萬
C M Bidwell & Associates Ltd869$14.6 萬
Liberty Wealth Management LLC860$14.5 萬
QVR LLC862$14.4 萬
Walled Lake Planning & Wealth Management, LLC860$14.4 萬
Prentice Wealth Management LLC755$12.6 萬
Psagot Value Holdings Ltd. / (Israel)740$12.4 萬
Gryphon Financial Partners LLC734$12.3 萬
Better Money Decisions, LLC721$12.1 萬
Standard Family Office LLC600$10.1 萬
Godsey & Gibb Associates480$8.00 萬
Mark Sheptoff Financial Planning, LLC450$7.50 萬
Alpha Paradigm Partners, LLC450$7.50 萬
Robinson Value Management, Ltd.442$7.40 萬
Ironwood Financial, llc343$5.70 萬
Joseph P. Lucia & Associates, LLC289$4.80 萬
D'Orazio & Associates, Inc.257$4.30 萬
GPS Wealth Strategies Group, LLC255$4.30 萬
Kowal Investment Group, LLC248$4.20 萬
Meridian Wealth Partners, LLC200$3.40 萬
Consolidated Planning Corp201$3.40 萬
Resolute Partners Group185$3.10 萬
Sterling Financial Planning, Inc.180$3.00 萬
Holloway Wealth Management, LLC–$2.00 萬
Guidance Point Advisors, LLC90$1.50 萬
Neo Ivy Capital Management146$1.40 萬
Loomis Sayles & Co L P73$1.20 萬
Spectrum Management Group, LLC66$1.10 萬
Evolution Wealth Advisors, LLC61$1.00 萬
Albion Financial Group9$2,000
Simon Quick Advisors, LLC15$2,000
Red Tortoise LLC15$2,000
Cordant, Inc.6$1,000

尚未申報 2021 年第 4 季的機構(31 家)

2021 年第 3 季季末持有 American Express Co、還沒有申報 2021 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2021 年第 3 季持有 AXP、尚未申報 2021 年第 4 季的機構
機構2021 年第 3 季股數2021 年第 3 季市值
NorthCoast Asset Management LLC199,798$3,355 萬
B. Metzler seel. Sohn & Co. Holding AG79,141$1,326 萬
Marshall Wace North America L.P.54,119$906.6 萬
BBVA USA40,660$681.1 萬
Mercer Capital Advisers, Inc.32,399$542.8 萬
Rinet Co LLC30,648$513.4 萬
Homrich & Berg24,611$412.3 萬
HighPoint Advisor Group LLC21,739$364.2 萬
Eudaimonia Partners, LLC21,732$364.1 萬
Old Dominion Capital Management Inc18,905$316.7 萬
World Asset Management Inc18,599$311.6 萬
First Mercantile Trust Co18,294$306.5 萬
TIAA Kaspick, LLC16,315$273.3 萬
Mid Atlantic Financial Management Inc8,265$138.5 萬
Ameritas Investment Company, LLC4,918$82.4 萬
Derby & Company, Inc3,240$54.3 萬
Optimal Asset Management, Inc.3,124$52.3 萬
Security National Trust Co3,131$51.8 萬
Green Harvest Asset Management LLC2,622$43.9 萬
Berman Capital Advisors, LLC2,385$39.9 萬
Covenant Multifamily Offices, LLC2,194$38.3 萬
Farr Miller & Washington LLC1,804$30.2 萬
Granite Investment Advisors, LLC1,797$30.1 萬
Elevated Capital Advisors, LLC1,610$27.0 萬
Qci Asset Management Inc1,322$22.1 萬
Cardan Capital Partners, LLC1,254$21.0 萬
Psagot Investment House Ltd.740$12.4 萬
Wealth Quarterback LLC544$9.20 萬
Heritage Wealth Management, LLC513$8.60 萬
Towarzystwo Funduszy Inwestycyjnych Pzu SA348$5.83 萬
Sonora Investment Management, LLC207$3.50 萬