American Express Co

AXP

交易所: NYSE
產業: Finance Services
SEC CIK: 0000004962

SEC 申報列表（在新分頁開啟）

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。

2024 年第 1 季與 2023 年第 4 季比較

持有 American Express Co 的機構從 2023 年第 4 季到 2024 年第 1 季的變化。

2024 年第 1 季全部持有人 2023 年第 4 季全部持有人

AXP 的 13F 持有人：2023 年第 4 季與 2024 年第 1 季比較
項目	2023 年第 4 季	其中尚未申報 2024 年第 1 季	2024 年第 1 季	變化
持有家數	2,192	29	2,316	+153
股數	6.12 億	86.6 萬	6.13 億	+239.2 萬 (+0.4%)
市值	$1,145 億	$1.77 億	$1,395 億	+$251.4 億 (+22.0%)

29 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（251 家）

2024 年第 1 季季末持有 American Express Co、2023 年第 4 季季末沒有持有的機構。

依市值列出前 100 家，共 251 家。

2024 年第 1 季新進 AXP 的機構
機構	股數	市值	佔組合 %
Alphinity Investment Management Pty Ltd	1,904,823	$4.34 億	3.85%
M&G Plc	504,340	$1.15 億	0.69%
Focused Investors Fund L P	471,600	$1.07 億	3.36%
Danske Bank A/S	446,343	$1.02 億	0.32%
Southpoint Capital Advisors LP	270,000	$6,148 萬	1.22%
Renaissance Technologies LLC	207,993	$4,736 萬	0.07%
Allianz SE	198,754	$4,525 萬	1.43%
Resona Asset Management Co.,Ltd.	196,839	$4,482 萬	0.27%
Artemis Investment Management LLP	152,025	$3,460 萬	0.45%
Varma Mutual Pension Insurance Co	146,100	$3,327 萬	0.29%
Mediolanum International Funds Ltd	145,682	$3,318 萬	0.54%
Zurich Insurance Group Ltd	120,702	$2,748 萬	0.25%
Danica Pension, Livsforsikringsaktieselskab	113,539	$2,585 萬	0.58%
Quilter Plc	105,071	$2,392 萬	0.57%
Coulter & Justus Financial Services, LLC	99,401	$2,263 萬	5.03%
Trexquant Investment LP	90,539	$2,061 萬	0.41%
Voloridge Investment Management, LLC	82,133	$1,870 萬	0.07%
Payden & Rygel Investment Group	65,000	$1,480 萬	1.01%
TD Waterhouse Canada Inc.	58,451	$1,357 萬	0.10%
Andra AP-fonden	50,848	$1,158 萬	0.21%
Sienna Gestion	45,491	$1,036 萬	0.95%
Fishman Jay A Ltd	35,960	$818.8 萬	0.90%
Bayesian Capital Management, LP	35,606	$810.7 萬	0.77%
NatWest Group plc	24,286	$553.0 萬	2.13%
SpiderRock Advisors, LLC	24,532	$542.1 萬	0.18%
Jump Financial, LLC	23,461	$534.2 萬	0.15%
Central Pacific Bank - Trust Division	23,375	$532.0 萬	0.66%
Community Financial Services Group, LLC	22,513	$512.6 萬	1.17%
Milestone Asset Management, LLC	22,260	$506.8 萬	1.45%
Westend Capital Management, LLC	22,149	$504.3 萬	1.96%
Boulder Hill Capital Management LP	22,100	$503.2 萬	2.07%
Steward Partners Investment Solutions, LLC	20,486	$466.4 萬	0.79%
Thurston, Springer, Miller, Herd & Titak, Inc.	19,306	$439.6 萬	1.76%
Longbow Finance SA	19,037	$433.5 萬	0.44%
Gunderson Capital Management Inc.	18,807	$428.2 萬	1.99%
Winton Group Ltd	17,510	$398.7 萬	0.28%
BCJ Capital Management, LLC	17,311	$394.2 萬	0.31%
Lombard Odier Asset Management (Switzerland) SA	17,178	$391.1 萬	0.28%
Simplicity Wealth,LLC	14,225	$323.9 萬	0.08%
Qsemble Capital Management, LP	12,942	$294.7 萬	0.64%
L & S Advisors Inc	12,576	$286.3 萬	0.32%
Paloma Partners Management Co	12,108	$275.7 萬	0.40%
Worth Asset Management, LLC	11,287	$257.0 萬	1.58%
Wilkins Investment Counsel Inc	10,912	$248.5 萬	0.36%
Tudor Investment Corp Et Al	10,735	$244.4 萬	0.03%
Wolverine Asset Management LLC	10,419	$237.2 萬	0.05%
AustralianSuper Pty Ltd	10,250	$233.3 萬	0.01%
Mengis Capital Management, Inc.	9,806	$223.3 萬	0.34%
Trajan Wealth LLC	9,435	$214.8 萬	0.15%
Provident Co of the Employees of the Hebrew University LTD	9,129	$207.9 萬	2.20%
Catalyst Funds Management Pty Ltd	9,100	$207.2 萬	0.58%
PKO Investment Management Joint-Stock Co	8,753	$200.3 萬	0.24%
Pinnacle Wealth Management, LLC	8,481	$193.1 萬	2.01%
Alpha DNA Investment Management LLC	8,386	$190.9 萬	1.05%
Hamilton Capital Partners Inc.	8,383	$190.9 萬	0.23%
Sciencast Management LP	8,263	$188.1 萬	1.15%
Evoke Wealth, LLC	8,247	$187.8 萬	0.06%
Bryn Mawr Trust Co	8,091	$184.2 萬	0.07%
Cubist Systematic Strategies, LLC	7,624	$173.6 萬	0.02%
Diversify Advisory Services, LLC	7,327	$166.8 萬	0.10%
ExodusPoint Capital Management, LP	7,101	$161.7 萬	0.02%
Dynasty Wealth Management, LLC	6,573	$149.7 萬	0.05%
Hilltop National Bank	6,123	$139.4 萬	0.47%
Ransom Advisory, Ltd	5,946	$135.4 萬	0.72%
Point72 Asia (Singapore) Pte. Ltd.	5,610	$127.7 萬	0.33%
Crewe Advisors LLC	5,595	$127.4 萬	0.15%
Gen-Wealth Partners Inc	5,464	$124.4 萬	0.62%
Mittelman Wealth Management	5,354	$121.9 萬	0.83%
Manchester Capital Management LLC	5,196	$118.3 萬	0.15%
Grey Street Capital, LLC	5,112	$116.4 萬	0.16%
Revisor Wealth Management LLC	5,450	$113.1 萬	0.51%
Focus Financial Network, Inc.	4,983	$108.4 萬	0.05%
Becker Capital Management Inc	4,491	$102.3 萬	0.04%
Connor, Clark & Lunn Investment Management Ltd.	4,473	$101.8 萬	0.00%
Passumpsic Savings Bank	3,734	$85.0 萬	0.54%
Friedenthal Financial	3,653	$83.2 萬	0.51%
Bell Bank	3,327	$75.8 萬	0.07%
Atlanta Consulting Group Advisors, LLC	3,318	$75.6 萬	0.26%
Maven Securities LTD	3,288	$74.9 萬	0.04%
Wellington Wealth Strategies, LLC.	2,884	$65.7 萬	0.31%
Kavar Capital Partners Group, LLC	2,867	$65.3 萬	0.12%
Outfitter Financial LLC	2,625	$59.8 萬	0.49%
Inceptionr LLC	2,614	$59.5 萬	0.15%
Advisor Resource Council	3,167	$59.3 萬	0.25%
TCG Advisory Services, LLC	2,582	$58.8 萬	0.03%
Worth Financial Advisory Group, LLC	2,515	$57.3 萬	0.40%
Silver Lake Advisory, LLC	2,315	$52.7 萬	0.23%
Fiducient Advisors LLC	2,256	$51.4 萬	0.10%
Umpqua Bank	2,238	$51.0 萬	0.21%
Crumly & Associates Inc.	2,136	$48.6 萬	0.13%
Archetype Wealth Partners	2,110	$48.0 萬	0.08%
Empirical Asset Management, LLC	2,019	$46.0 萬	0.22%
USA Financial Portformulas Corp	2,018	$45.9 萬	0.07%
Bahl & Gaynor Inc	2,016	$45.9 萬	0.00%
Sutton Place Investors LLC	2,011	$45.8 萬	0.23%
Cumberland Partners Ltd	2,000	$45.5 萬	0.03%
Virtu Financial LLC	1,989	$45.3 萬	0.03%
Dark Forest Capital Management LP	1,828	$41.6 萬	0.07%
Scientech Research LLC	1,791	$40.8 萬	0.22%
Fullerton Fund Management Co Ltd.	1,775	$40.4 萬	0.02%

清倉機構（98 家）

2023 年第 4 季季末持有 American Express Co、2024 年第 1 季有申報但已經沒有持有的機構。

2024 年第 1 季清倉 AXP 的機構
機構	2023 年第 4 季股數	2023 年第 4 季市值
Par Capital Management Inc	350,000	$6,557 萬
Delta Global Management LP	151,056	$2,830 萬
Marex Group plc	107,217	$2,009 萬
Laurion Capital Management LP	93,406	$1,750 萬
Quadrature Capital Ltd	80,573	$1,510 萬
Mercer Global Advisors Inc	77,505	$1,452 萬
Point72 Asset Management, L.P.	71,604	$1,341 萬
Interval Partners, LP	69,871	$1,309 萬
Cetera Advisor Networks LLC	52,240	$978.7 萬
Power Corp of Canada	35,872	$672.0 萬
Point72 Europe (London) LLP	28,661	$536.9 萬
Lighthouse Investment Partners, LLC	28,287	$529.9 萬
Capital Fund Management S.A.	27,805	$520.9 萬
GFS Advisors, LLC	25,720	$481.8 萬
Cetera Advisors LLC	17,989	$337.0 萬
FJ Investments, LLC	15,200	$284.8 萬
Cornercap Investment Counsel Inc	12,621	$236.4 萬
New Millennium Group LLC	11,142	$208.7 萬
Caxton Associates LP	9,659	$181.0 萬
CenterBook Partners LP	9,505	$178.1 萬
IFG Advisory, LLC	9,423	$176.5 萬
Hartline Investment Corp	9,181	$172.0 萬
OV Management LLC	8,000	$149.9 萬
Alpine Woods Capital Investors, LLC	6,300	$118.0 萬
Lecap Asset Management Ltd	6,021	$112.8 萬
Quest Partners LLC	5,564	$104.2 萬
Granite Bay Wealth Management, LLC	6,300	$101.4 萬
First Command Advisory Services, Inc.	5,364	$100.5 萬
Fred Alger Management, LLC	4,600	$86.2 萬
3Chopt Investment Partners, LLC	4,544	$85.1 萬
United Community Bank	4,502	$84.3 萬
Oak Harvest Investment Services	4,394	$82.3 萬
Oak Grove Capital LLC	3,905	$73.2 萬
Petrus Trust Company, LTA	3,835	$71.8 萬
Aquatic Capital Management LLC	3,700	$69.3 萬
Summit Financial, LLC	3,653	$68.4 萬
Transform Wealth, LLC	3,488	$65.3 萬
Oversea-Chinese Banking CORP Ltd	3,388	$63.6 萬
Chiron Investment Management, LLC	2,990	$56.0 萬
Gsa Capital Partners LLP	2,854	$53.5 萬
Stevens Capital Management LP	2,826	$52.9 萬
Riverbridge Partners LLC	2,690	$50.4 萬
Group One Trading, L.P.	2,597	$48.7 萬
Unique Wealth Strategies, LLC	2,191	$41.1 萬
Symmetry Investments LP	2,182	$40.9 萬
Van Hulzen Asset Management, LLC	2,170	$40.7 萬
Glassman Wealth Services	2,170	$40.7 萬
Retirement Planning Co of New England, Inc.	2,055	$38.5 萬
Truepoint, Inc.	1,921	$36.0 萬
Arista Wealth Management, LLC	1,853	$34.7 萬
Keating Investment Counselors Inc	1,830	$34.3 萬
Riverwater Partners LLC	1,721	$32.2 萬
Landscape Capital Management, L.L.C.	1,705	$31.9 萬
Partners Capital Investment Group, LLP	1,679	$31.5 萬
Consolidated Portfolio Review Corp	1,677	$31.4 萬
Laidlaw Wealth Management LLC	1,648	$30.9 萬
Altshuler Shaham Ltd	1,589	$29.8 萬
CapWealth Advisors, LLC	1,459	$27.3 萬
Wealth Advisors of Iowa, LLC	1,450	$27.2 萬
Private Capital Advisors, Inc.	1,437	$26.9 萬
Thrive Capital Management, LLC	1,345	$25.2 萬
Financial Advocates Investment Management	1,331	$24.9 萬
Cynosure Management, LLC	1,285	$24.1 萬
KG&L Capital Management,LLC	1,265	$23.7 萬
Waterloo Capital, L.P.	1,232	$23.1 萬
Kure Advisory, LLC	1,217	$22.8 萬
Sherbrooke Park Advisers LLC	1,202	$22.5 萬
Sax Wealth Advisors, LLC	1,171	$21.9 萬
ORG Partners LLC	1,150	$21.5 萬
MQS Management LLC	1,144	$21.4 萬
James J. Burns & Company, LLC	1,135	$21.3 萬
Gunn & Co Investment Management, Inc.	1,137	$21.3 萬
Farmers National Bank	1,133	$21.2 萬
Gallacher Capital Management LLC	1,068	$20.0 萬
Edentree Asset Management Ltd	1,000	$18.7 萬
Front Street Capital Management, Inc.	675	$12.6 萬
American State Bank (Iowa)	570	$10.7 萬
Turtle Creek Wealth Advisors, LLC	393	$7.36 萬
Northwest Financial Advisors	364	$6.83 萬
EdgeRock Capital LLC	305	$6.31 萬
Planned Solutions, Inc.	324	$6.07 萬
Lee Financial Co	300	$5.62 萬
Ables, Iannone, Moore & Associates, Inc.	250	$4.68 萬
Dividend Assets Capital, LLC	186	$3.50 萬
Pin Oak Investment Advisors Inc	168	$3.10 萬
BKM Wealth Management, LLC	150	$2.81 萬
Tennessee Valley Asset Management Partners	150	$2.80 萬
Resurgent Financial Advisors LLC	145	$2.72 萬
Level Financial Advisors, Inc.	105	$1.97 萬
CGC Financial Services, LLC	95	$1.78 萬
PSI Advisors, LLC	85	$1.59 萬
Chesapeake Asset Management LLC	71	$1.33 萬
Highlander Capital Management, LLC	–	$1.30 萬
Arlington Partners LLC	64	$1.20 萬
Long Island Wealth Management, Inc.	52	$1.00 萬
O'Dell Group, LLC	37	$6,932
Lowe Wealth Advisors, LLC	20	$3,747
Kapitalo Investimentos Ltda	14	$2,623

尚未申報 2024 年第 1 季的機構（29 家）

2023 年第 4 季季末持有 American Express Co、還沒有申報 2024 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2023 年第 4 季持有 AXP、尚未申報 2024 年第 1 季的機構
機構	2023 年第 4 季股數	2023 年第 4 季市值
M&G Investment Management Ltd	496,851	$9,291 萬
Aware Super Pty Ltd as trustee of Aware Super	81,886	$3,029 萬
Bartlett & Co. LLC	101,818	$1,912 萬
Strategic Wealth Designers	61,324	$1,149 萬
Putnam Investments LLC	30,492	$571.2 萬
Sawtooth Solutions, LLC	13,669	$256.1 萬
Traverso Chambers Private Wealth Management, LLC	13,191	$247.1 萬
Focus Financial Network Inc	11,966	$224.2 萬
Telemus Capital, LLC	7,003	$131.2 萬
Lee Danner & Bass Inc	6,423	$120.3 萬
Wade G W & Inc	5,007	$93.8 萬
DFPG Investments, LLC	4,891	$91.1 萬
Platform Technology Partners	3,626	$77.0 萬
Wealthsource Partners, LLC	3,746	$70.2 萬
Desjardins Global Asset Management Inc.	3,192	$59.8 萬
Provence Wealth Management Group	2,937	$55.0 萬
Hobbs Group Advisors, LLC	2,863	$53.6 萬
Baystate Wealth Management LLC	2,572	$48.2 萬
StrategIQ Financial Group, LLC	2,361	$44.2 萬
Columbia Trust Co 01012016	2,277	$42.7 萬
Golden State Equity Partners	2,182	$40.9 萬
Westwood Management Corp	1,600	$30.0 萬
Alan B. Lancz & Associates, Inc.	1,300	$24.4 萬
Spartan Planning & Wealth Management	1,147	$21.5 萬
Day & Ennis, LLC	887	$16.6 萬
Strategic Investment Solutions, Inc.	583	$10.9 萬
Coppell Advisory Solutions LLC	209	$3.92 萬
DB Wealth Management Group, LLC	78	$1.46 萬
Nalls Sherbakoff Group, LLC	38	$7,119