跳到主要內容

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。

2023 年第 1 季與 2022 年第 4 季比較

持有 American Express Co 的機構從 2022 年第 4 季到 2023 年第 1 季的變化。

2023 年第 1 季全部持有人2022 年第 4 季全部持有人

AXP 的 13F 持有人:2022 年第 4 季與 2023 年第 1 季比較
項目2022 年第 4 季其中尚未申報 2023 年第 1 季2023 年第 1 季變化
持有家數2,008422,056+90
股數6.25 億101.7 萬6.26 億+267.1 萬 (+0.4%)
市值$922.5 億$1.45 億$1,029 億+$108.3 億 (+11.8%)

42 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(189 家)

2023 年第 1 季季末持有 American Express Co、2022 年第 4 季季末沒有持有的機構。

依市值列出前 100 家,共 189 家。

2023 年第 1 季新進 AXP 的機構
機構股數市值佔組合 %
Menora Mivtachim Holdings Ltd.284,850$4,699 萬0.49%
Heard Capital LLC215,492$3,555 萬2.96%
Marex Group plc208,657$3,442 萬4.56%
Quadrature Capital Ltd136,695$2,255 萬0.62%
Abn Amro Investment Solutions112,005$1,848 萬0.38%
Eminence Capital, LP105,750$1,744 萬0.29%
Alyeska Investment Group, L.P.70,619$1,165 萬0.10%
Virginia Retirement Systems Et Al54,272$895.2 萬0.09%
Claudia M.P. Batlle, CRP (R) LLC43,432$716.4 萬2.46%
Walleye Capital LLC42,952$708.5 萬0.14%
Greenwood Capital Associates LLC35,291$582.1 萬0.84%
NWF Advisory Services Inc.32,835$572.0 萬1.33%
Sandler Capital Management33,448$551.7 萬0.91%
IMC-Chicago, LLC32,952$543.5 萬0.92%
Centiva Capital, LP29,167$481.1 萬0.27%
Simplex Trading, LLC24,372$402.0 萬0.18%
CenterBook Partners LP23,823$393.0 萬0.56%
Y-Intercept (Hong Kong) Ltd20,636$340.4 萬0.40%
Quantitative Investment Management, LLC18,826$310.5 萬0.65%
Karani Asset Management LLC17,817$293.9 萬3.11%
Canandaigua National Bank & Trust Co17,364$286.4 萬0.48%
Ostrum Asset Management17,279$285.0 萬0.25%
Empire Financial Management Company, LLC17,194$283.6 萬1.16%
Bayesian Capital Management, LP16,797$277.1 萬0.34%
Bensler, LLC15,636$257.9 萬0.52%
Ergoteles LLC14,896$245.7 萬0.10%
Northstar Advisory Group, LLC14,647$241.6 萬1.81%
Brendel Financial Advisors LLC14,064$232.0 萬1.72%
Lighthouse Investment Partners, LLC13,843$228.3 萬0.20%
Empower Advisory Group, LLC13,114$214.8 萬0.01%
Xcel Wealth Management, LLC12,523$206.6 萬0.73%
Vinva Investment Management Ltd12,402$201.4 萬0.17%
Copperwynd Financial, LLC11,994$197.8 萬1.01%
Qsemble Capital Management, LP10,400$171.5 萬1.16%
Vetamer Capital Management, L.P.9,966$164.4 萬2.26%
Eisler Capital (UK) Ltd.9,430$155.5 萬0.13%
Berkshire Asset Management LLC8,876$146.4 萬0.09%
Northern Financial Advisors Inc8,798$145.1 萬1.37%
Harbor Capital Advisors, Inc.8,391$138.4 萬0.40%
Stevens Capital Management LP7,337$121.0 萬0.30%
Icon Wealth Partners, LLC6,667$110.0 萬0.12%
Coronation Fund Managers Ltd.6,455$106.5 萬0.03%
Beck Bode, LLC6,381$105.3 萬0.26%
Inceptionr LLC6,159$101.6 萬0.33%
Goodman Advisory Group, LLC6,012$99.2 萬0.54%
Northcape Wealth Management, LLC5,659$93.3 萬0.34%
Perpetual Ltd5,520$91.1 萬0.01%
Icon Advisers Inc5,500$90.7 萬0.23%
Arjuna Capital5,403$89.1 萬0.35%
Sowell Financial Services LLC5,302$87.5 萬0.07%
Proquility Private Wealth Partners, LLC5,180$85.4 萬0.34%
Lawson Kroeker Investment Management Inc5,129$84.6 萬0.19%
HBK Investments L P5,125$84.5 萬0.03%
Algert Global LLC5,112$84.3 萬0.04%
RSM US Wealth Management LLC5,062$83.5 萬0.03%
Oak Grove Capital LLC4,904$80.9 萬0.36%
Sentry LLC4,591$75.7 萬0.18%
WBH Advisory Inc4,163$68.7 萬0.09%
Interchange Capital Partners, LLC4,155$68.5 萬0.37%
Linden Thomas Advisory Services, LLC4,092$67.5 萬0.17%
Paloma Partners Management Co3,880$64.0 萬0.14%
Resolute Wealth Strategies, LLC3,616$59.7 萬0.51%
Cornerstone Wealth Management, LLC3,522$58.1 萬0.06%
Eisler Capital (US) LLC3,364$55.5 萬0.28%
Oak Thistle LLC3,334$55.0 萬0.32%
Wealth Enhancement Advisory Services, LLC3,238$53.4 萬0.01%
united american securities inc. (d/b/a uas asset management)3,170$52.3 萬0.18%
Scissortail Wealth Management, LLC3,034$50.0 萬0.45%
Midwest Financial Group LLC2,823$46.6 萬0.43%
Nilsine Partners, LLC2,815$46.4 萬0.07%
Lokken Investment Group LLC2,808$46.3 萬0.35%
Generali Investments Towarzystwo Funduszy Inwestycyjnych2,770$45.7 萬0.47%
Authentikos Wealth Advisory, LLC3,049$45.0 萬0.46%
Revisor Wealth Management LLC2,722$44.9 萬0.41%
Sheets Smith Wealth Management2,714$44.8 萬0.07%
ASB Consultores, LLC2,668$44.0 萬0.18%
All Season Financial Advisors, Inc.2,654$43.8 萬0.40%
Donoghue Forlines LLC2,626$43.3 萬0.16%
Titleist Asset Management, LLC2,606$43.0 萬0.09%
Silver Lake Advisory, LLC2,602$42.9 萬0.24%
Mirador Capital Partners LP2,522$41.6 萬0.10%
First National Corp2,410$39.7 萬0.09%
Great Lakes Retirement, Inc.2,346$38.7 萬0.07%
Petrus Trust Company, LTA2,312$38.1 萬0.05%
Laurion Capital Management LP2,234$36.8 萬0.02%
GraniteShares Advisors LLC2,200$36.3 萬0.32%
Founders Financial Securities LLC2,197$36.2 萬0.05%
Merriman Wealth Management, LLC2,180$36.0 萬0.02%
Fidelis Capital Partners, LLC2,307$35.2 萬0.15%
Legal Advantage Investments, Inc.2,100$34.6 萬0.25%
Cumberland Partners Ltd2,000$33.0 萬0.03%
Solidarilty Wealth, LLC1,975$32.6 萬0.15%
Fifth Third Wealth Advisors LLC1,927$31.8 萬0.59%
Sage Mountain Advisors LLC1,918$31.6 萬0.05%
Liberty Wealth Management LLC1,862$30.7 萬0.06%
Legacy Capital Wealth Partners, LLC1,860$30.7 萬0.08%
LaSalle St. Investment Advisors, LLC1,844$30.4 萬0.13%
BFT Financial Group, LLC1,836$30.3 萬0.05%
Fidelity D & D Bancorp Inc1,316$30.0 萬0.23%
Sentinus, LLC1,802$29.7 萬0.10%

清倉機構(99 家)

2022 年第 4 季季末持有 American Express Co、2023 年第 1 季有申報但已經沒有持有的機構。

2023 年第 1 季清倉 AXP 的機構
機構2022 年第 4 季股數2022 年第 4 季市值
Marshall Wace, LLP403,670$5,964 萬
Janney Montgomery Scott LLC180,090$2,661 萬
Voloridge Investment Management, LLC157,634$2,329 萬
MML Investors Services, LLC71,149$1,051 萬
Churchill Management Corp68,275$1,009 萬
Wilson Asset Management (International) Pty Ltd67,910$1,003 萬
Cornerstone Advisors, LLC62,000$916.0 萬
Rheos Capital Works Inc.59,900$885.0 萬
Prana Capital Management, LP55,653$822.3 萬
Hudson Bay Capital Management LP40,000$591.0 萬
Bright Rock Capital Management, LLC40,000$591.0 萬
Jump Financial, LLC33,515$495.2 萬
RPG Investment Advisory, LLC28,718$424.3 萬
Gyon Technologies Capital Management, LP18,914$279.5 萬
Motley Fool Asset Management LLC16,603$245.3 萬
Arabesque Asset Management Ltd15,901$234.9 萬
Virtu Financial LLC11,356$167.8 萬
WCG Wealth Advisors LLC11,022$162.8 萬
Banque Pictet & Cie SA10,656$157.4 萬
New England Research & Management, Inc.7,385$109.1 萬
Bridgefront Capital, LLC6,971$103.0 萬
Stableford Capital II LLC6,594$99.2 萬
Ally Financial Inc.6,000$88.7 萬
One68 Global Capital, LLC5,000$73.9 萬
Sather Financial Group Inc4,765$70.4 萬
Edgestream Partners, L.P.4,218$62.3 萬
DuPont Capital Management Corp3,475$51.3 萬
Mirabella Financial Services LLP3,392$50.1 萬
Money Concepts Capital Corp3,262$48.2 萬
Sanders Morris Harris LLC3,042$44.9 萬
Mitchell Sinkler & Starr3,000$44.3 萬
Echo Street Capital Management LLC2,847$42.1 萬
Claris Advisors, LLC2,694$39.8 萬
Diversified, LLC2,596$38.4 萬
Lebenthal Global Advisors, LLC2,509$37.1 萬
Clear Street Markets LLC2,435$36.0 萬
HFG Advisors, Inc.2,292$33.9 萬
Childress Capital Advisors, LLC2,195$32.4 萬
Next Level Private LLC2,151$32.4 萬
Fox Run Management, L.L.C.2,155$31.8 萬
Wealth Dimensions Group, Ltd.2,085$30.8 萬
Machina Capital S.A.S.2,007$29.7 萬
Mitsubishi UFJ Asset Management (UK) Ltd.2,000$29.6 萬
Winton Group Ltd2,003$29.6 萬
Keystone Financial Services1,645$28.8 萬
Founders Financial Alliance, LLC1,868$27.6 萬
Core Wealth Partners LLC3,035$27.1 萬
Parsons Capital Management Inc1,787$26.4 萬
Buckley Wealth Management, LLC1,743$25.8 萬
Ausdal Financial Partners, Inc.1,688$24.9 萬
IMPACTfolio, LLC1,682$24.9 萬
MBA Advisors LLC1,587$23.4 萬
Bridgewater Associates, LP1,575$23.3 萬
Stanley-Laman Group, Ltd.1,558$23.0 萬
Vivaldi Capital Management, LLC1,526$23.0 萬
West Family Investments, Inc.1,518$22.4 萬
Mengis Capital Management, Inc.1,500$22.1 萬
Sierra Capital LLC1,499$22.1 萬
Stonebridge Capital Management Inc1,460$21.6 萬
Avestar Capital, LLC1,456$21.5 萬
Terry L. Blaker1,404$20.7 萬
Sherbrooke Park Advisers LLC1,400$20.7 萬
Acrisure Capital Management, LLC1,389$20.5 萬
FMB Wealth Management1,384$20.4 萬
Sebold Capital Management, Inc.1,368$20.2 萬
Edge Wealth Management LLC1,373$20.1 萬
Viawealth, LLC1,331$20.0 萬
Madden Securities Corp900$13.3 萬
Sycomore Asset Management816$12.0 萬
Romano Brothers and Company812$12.0 萬
Compagnie Lombard Odier SCmA805$11.9 萬
Glassy Mountain Advisors, Inc.792$11.7 萬
Norway Savings Bank628$9.28 萬
Goodwin Investment Advisory315$4.65 萬
WFA of San Diego, LLC299$4.42 萬
CKW Financial Group275$4.10 萬
TCG Advisory Services, LLC276$4.09 萬
MinichMacGregor Wealth Management, LLC256$3.78 萬
Lakewood Asset Management LLC249$3.70 萬
My Personal CFO, LLC201$2.97 萬
Westwood Holdings Group Inc.175$2.60 萬
Macroview Investment Management LLC168$2.48 萬
Elequin Capital LP168$2.48 萬
Interactive Financial Advisors150$2.22 萬
One Wealth Advisors, LLC135$1.99 萬
Blue Bell Private Wealth Management, LLC131$1.94 萬
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.130$1.90 萬
Affiance Financial, LLC120$1.77 萬
Fiduciary Alliance LLC106$1.57 萬
Horizon Bancorp Inc100$1.50 萬
Coppell Advisory Solutions LLC90$1.33 萬
Coppell Advisory Solutions Corp.90$1.33 萬
Freedom Wealth Alliance, LLC87$1.29 萬
High Net Worth Advisory Group LLC60$8,865
RWM Asset Management, LLC20$2,955
United Community Bank16$2,364
Lansing Street Advisors11$1,625
Leelyn Smith, LLC10$1,478
Caas Capital Management LP4$591

尚未申報 2023 年第 1 季的機構(42 家)

2022 年第 4 季季末持有 American Express Co、還沒有申報 2023 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2022 年第 4 季持有 AXP、尚未申報 2023 年第 1 季的機構
機構2022 年第 4 季股數2022 年第 4 季市值
Gofen & Glossberg LLC380,273$5,619 萬
Rothschild & Co Asset Management US Inc.171,506$2,534 萬
Comerica Bank83,797$1,288 萬
Abeille Asset Management SA56,220$830.7 萬
Allstate Investment Management Co24,404$360.6 萬
Financial Partners Capital Management LLC21,965$324.5 萬
Regent Investment Management LLC17,951$265.2 萬
Mathes Company, Inc.17,570$259.6 萬
Seeyond16,420$242.6 萬
Canandaigua National Corp16,095$237.8 萬
Bennicas & Associates, Inc.15,950$235.7 萬
Hotaling Investment Management, LLC15,538$229.6 萬
Personal Capital Advisors Corp11,906$175.9 萬
Pinnacle Wealth Management, LLC11,510$170.1 萬
CoreCap Advisors, LLC10,625$157.0 萬
Gamble Jones Investment Counsel10,053$148.5 萬
Trustcore Financial Services, LLC8,851$130.8 萬
Game Plan Financial Advisors, LLC8,300$122.6 萬
Boenning & Scattergood, Inc.5,677$106.2 萬
St Germain D J Co Inc47,563$99.3 萬
Icon Wealth Advisors, LLC6,669$98.5 萬
Cornerstone Planning Group LLC5,951$87.4 萬
Sargent Bickham Lagudis LLC5,241$77.4 萬
Red Cedar Capital, LLC5,016$74.1 萬
CFO4Life, L.P.4,426$65.4 萬
ARGI Investment Services, LLC4,346$64.2 萬
Laurel Wealth Advisors, Inc.4,344$64.2 萬
YorkBridge Wealth Partners, LLC4,312$63.7 萬
Zeke Capital Advisors, LLC3,845$56.8 萬
St. James Investment Advisors, LLC3,182$47.0 萬
Perpetual Investment Management Ltd3,045$45.0 萬
Pendal Group Limited2,716$40.1 萬
Titleist Asset Management, Ltd.2,625$38.8 萬
Security National Bank of So Dak2,300$34.0 萬
Resolute Financial, LLC2,168$32.0 萬
Probity Advisors, Inc.1,409$20.8 萬
Semmax Financial Advisors Inc.1,325$20.4 萬
Glass Jacobson Investment Advisors llc1,085$16.0 萬
Heritage Wealth Management, LLC530$7.83 萬
Tyler-Stone Wealth Management155$2.30 萬
Cribstone Capital Management, LLC86$1.27 萬
Spartan Planning & Wealth Management8$1,182