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 2 季與 2024 年第 1 季比較

持有 American Express Co 的機構從 2024 年第 1 季到 2024 年第 2 季的變化。

2024 年第 2 季全部持有人 2024 年第 1 季全部持有人

AXP 的 13F 持有人：2024 年第 1 季與 2024 年第 2 季比較
項目	2024 年第 1 季	其中尚未申報 2024 年第 2 季	2024 年第 2 季	變化
持有家數	2,316	32	2,349	+65
股數	6.13 億	250.4 萬	6.04 億	−718.7 萬 (−1.2%)
市值	$1,395 億	$5.70 億	$1,398 億	+$8.34 億 (+0.6%)

32 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（171 家）

2024 年第 2 季季末持有 American Express Co、2024 年第 1 季季末沒有持有的機構。

依市值列出前 100 家，共 171 家。

2024 年第 2 季新進 AXP 的機構
機構	股數	市值	佔組合 %
Capital World Investors	3,626,219	$8.40 億	0.14%
Capital Research Global Investors	686,044	$1.59 億	0.03%
Clear Street LLC	425,000	$9,841 萬	2.35%
GFI Investment Counsel Ltd.	179,399	$4,154 萬	5.43%
Corebridge Financial, Inc.	169,810	$3,932 萬	0.22%
Marex Group plc	143,079	$3,313 萬	0.89%
Quadrature Capital Ltd	142,484	$3,301 萬	0.55%
Sanctuary Advisors, LLC	115,293	$2,717 萬	0.20%
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)	94,663	$2,192 萬	0.25%
Mirae Asset Global ETFs Holdings Ltd.	88,299	$2,045 萬	0.05%
Point72 Asset Management, L.P.	74,742	$1,731 萬	0.06%
Optiver Holding B.V.	63,800	$1,477 萬	0.28%
Capital Fund Management S.A.	55,911	$1,295 萬	0.15%
Mizuho Securities USA LLC	43,814	$1,015 萬	0.22%
MBB Public Markets I LLC	40,388	$935.2 萬	0.19%
Strategic Wealth Designers	38,155	$892.1 萬	1.13%
Strategic Financial Concepts, LLC	85,396	$742.5 萬	0.03%
FORA Capital, LLC	31,639	$732.6 萬	0.89%
Point72 (DIFC) Ltd	31,441	$728.0 萬	0.65%
Fiera Capital Corp	29,561	$684.5 萬	0.02%
F/M Investments LLC	28,457	$658.9 萬	0.24%
Omers Administration Corp	21,839	$505.7 萬	0.05%
L1 Capital International Pty Ltd	21,292	$497.8 萬	1.99%
Interval Partners, LP	21,294	$493.1 萬	0.14%
NWK Group, Inc.	20,575	$476.4 萬	2.00%
BDF-Gestion	19,515	$451.9 萬	0.43%
Quantitative Investment Management, LLC	18,295	$423.6 萬	0.46%
CenterBook Partners LP	15,821	$366.3 萬	0.23%
Diversify Wealth Management, LLC	15,562	$351.6 萬	0.44%
Kerusso Capital Management LLC	14,547	$336.8 萬	2.45%
Cookson Peirce & Co Inc	14,275	$330.5 萬	0.16%
Capital International Inc	13,792	$319.4 萬	0.04%
Fortis Group Advisors, LLC	13,065	$302.5 萬	0.60%
J. Safra Sarasin Holding AG	10,905	$252.5 萬	0.05%
Hartline Investment Corp	10,844	$251.1 萬	0.34%
IFG Advisory, LLC	8,616	$199.5 萬	0.13%
TKG Advisors, LLC	8,337	$193.0 萬	1.05%
Hardy Reed LLC	8,199	$189.8 萬	0.19%
Horizon Investment Services, LLC	8,171	$189.2 萬	0.89%
Lecap Asset Management Ltd	8,064	$186.7 萬	0.40%
Occudo Quantitative Strategies LP	7,745	$179.3 萬	0.32%
Ibex Wealth Advisors	7,410	$171.6 萬	0.27%
Applied Finance Capital Management, LLC	7,345	$170.1 萬	0.08%
Relative Value Partners Group, LLC	6,553	$151.7 萬	0.20%
Lee Danner & Bass Inc	6,040	$139.9 萬	0.11%
Mattson Financial Services, LLC	5,316	$123.1 萬	0.44%
Laurion Capital Management LP	5,310	$123.0 萬	0.04%
Highview Capital Management LLC	5,277	$122.2 萬	0.51%
Y-Intercept (Hong Kong) Ltd	5,201	$120.4 萬	0.07%
M Holdings Securities, Inc.	5,136	$118.9 萬	0.15%
3Chopt Investment Partners, LLC	4,753	$110.1 萬	0.34%
First Command Advisory Services, Inc.	4,709	$109.0 萬	0.01%
Western Financial Corp	4,622	$107.0 萬	0.65%
Fullcircle Wealth LLC	4,386	$105.7 萬	0.52%
Bridgefront Capital, LLC	4,505	$104.3 萬	0.43%
Stamos Capital Partners, L.P.	4,500	$104.2 萬	0.22%
Capricorn Fund Managers Ltd	4,330	$100.3 萬	0.71%
Green Harvest Asset Management LLC	4,307	$99.7 萬	0.02%
Petrus Trust Company, LTA	4,008	$92.8 萬	0.09%
Quest Partners LLC	3,891	$90.1 萬	0.12%
United Community Bank	3,863	$89.4 萬	0.36%
Platform Technology Partners	3,792	$87.8 萬	0.30%
CFO4Life Group, LLC	3,654	$84.6 萬	0.16%
Ecofi Investissements SA	3,800	$83.3 萬	0.46%
Parkside Investments, LLC	3,500	$81.0 萬	0.13%
Cable Hill Partners, LLC	3,481	$80.6 萬	0.09%
Kestra Investment Management, LLC	3,282	$76.0 萬	0.05%
Summit Financial, LLC	3,221	$74.6 萬	0.03%
Brown Financial Advisors	3,151	$73.0 萬	0.33%
XR Securities LLC	2,922	$67.7 萬	1.14%
Hobbs Group Advisors, LLC	2,863	$66.3 萬	0.25%
Red Cedar Investment Management, LLC	2,814	$65.2 萬	0.09%
Greenland Capital Management LP	2,706	$62.7 萬	0.13%
CTC Alternative Strategies, Ltd.	2,629	$60.9 萬	0.26%
Balboa Wealth Partners	2,604	$60.3 萬	0.16%
Gsa Capital Partners LLP	2,547	$59.0 萬	0.04%
Signature Estate & Investment Advisors LLC	2,538	$58.8 萬	0.01%
Hendley & Co Inc	2,500	$57.9 萬	0.21%
Arista Wealth Management, LLC	2,212	$51.2 萬	0.13%
Cyndeo Wealth Partners, LLC	2,176	$50.4 萬	0.04%
U S Global Investors Inc	2,100	$48.6 萬	0.05%
Skye Global Management LP	2,100	$48.6 萬	0.01%
Axq Capital, LP	2,085	$48.3 萬	0.11%
Sherbrooke Park Advisers LLC	2,041	$47.3 萬	0.08%
Drucker Wealth 3.0, LLC	1,896	$43.9 萬	0.12%
Weaver Capital Management LLC	1,818	$42.1 萬	0.14%
Cromwell Holdings LLC	1,793	$41.5 萬	0.25%
Evergreen Wealth Solutions, LLC	1,734	$40.2 萬	0.28%
Tennessee Valley Asset Management Partners	1,726	$40.0 萬	0.07%
Zimmermann Investment Management & Planning LLC	1,647	$38.1 萬	0.13%
Trilogy Capital Inc.	1,608	$37.2 萬	0.02%
Genesee Capital Advisors, LLC	1,567	$36.3 萬	0.18%
Formidable Asset Management, LLC	1,559	$36.1 萬	0.06%
Golden State Equity Partners	1,482	$34.3 萬	0.07%
Sax Wealth Advisors, LLC	1,453	$33.6 萬	0.03%
Heritage Wealth Management, Inc.	1,409	$33.2 萬	0.11%
Kimelman & Baird, LLC	1,425	$33.0 萬	0.03%
Koss-Olinger Consulting, LLC	1,414	$32.7 萬	0.03%
Cooper Financial Group	1,379	$31.9 萬	0.05%
Capital International Sarl	1,375	$31.8 萬	0.01%

清倉機構（106 家）

2024 年第 1 季季末持有 American Express Co、2024 年第 2 季有申報但已經沒有持有的機構。

依市值列出前 100 家，共 106 家。

2024 年第 2 季清倉 AXP 的機構
機構	2024 年第 1 季股數	2024 年第 1 季市值
Southpoint Capital Advisors LP	270,000	$6,148 萬
American International Group, Inc.	186,721	$4,251 萬
Zacks Investment Management	180,745	$4,115 萬
Zurich Insurance Group Ltd	120,702	$2,748 萬
Texas Permanent School Fund	118,181	$2,691 萬
Trexquant Investment LP	90,539	$2,061 萬
Kiltearn Partners LLP	50,523	$1,150 萬
Financial Avengers, Inc.	44,756	$1,019 萬
Metropolitan Life Insurance Co	23,065	$525.2 萬
Boulder Hill Capital Management LP	22,100	$503.2 萬
Winton Group Ltd	17,510	$398.7 萬
Bulltick Wealth Management, LLC	16,356	$372.2 萬
Lincoln National Corp	13,320	$303.3 萬
Qsemble Capital Management, LP	12,942	$294.7 萬
CoreCap Advisors, LLC	12,782	$291.0 萬
Worth Asset Management, LLC	11,287	$257.0 萬
Tudor Investment Corp Et Al	10,735	$244.4 萬
Provident Co of the Employees of the Hebrew University LTD	9,129	$207.9 萬
Duality Advisers, LP	9,119	$207.6 萬
Sciencast Management LP	8,263	$188.1 萬
Evoke Wealth, LLC	8,247	$187.8 萬
ExodusPoint Capital Management, LP	7,101	$161.7 萬
Mirabella Financial Services LLP	6,326	$144.0 萬
Quinn Opportunity Partners LLC	6,000	$136.6 萬
XTX Topco Ltd	5,853	$133.3 萬
Mizuho Markets Cayman LP	5,727	$107.3 萬
Connor, Clark & Lunn Investment Management Ltd.	4,473	$101.8 萬
Versor Investments LP	4,202	$95.7 萬
River & Mercantile Asset Management LLP	3,803	$86.6 萬
Passumpsic Savings Bank	3,734	$85.0 萬
Friedenthal Financial	3,653	$83.2 萬
Wolverine Trading, LLC	3,371	$76.8 萬
Maven Securities LTD	3,288	$74.9 萬
Teza Capital Management LLC	3,196	$72.8 萬
Meridian Wealth Management, LLC	3,015	$68.6 萬
Mitchell Sinkler & Starr	3,000	$68.3 萬
Wellington Wealth Strategies, LLC.	2,884	$65.7 萬
Inceptionr LLC	2,614	$59.5 萬
Advisor Resource Council	3,167	$59.3 萬
HC Advisors, LLC	2,114	$48.1 萬
Empirical Asset Management, LLC	2,019	$46.0 萬
Virtu Financial LLC	1,989	$45.3 萬
Cedar Brook Financial Partners, LLC	1,978	$45.0 萬
Dark Forest Capital Management LP	1,828	$41.6 萬
Scientech Research LLC	1,791	$40.8 萬
Greenwood Capital Associates LLC	1,786	$40.7 萬
Fullerton Fund Management Co Ltd.	1,775	$40.4 萬
Baker Boyer National Bank	1,678	$38.2 萬
WBI Investments	1,659	$37.8 萬
FourThought Financial Partners, LLC	1,613	$36.7 萬
Overbrook Management Corp	1,583	$36.0 萬
Private Portfolio Partners LLC	1,556	$35.4 萬
Angeles Investment Advisors, LLC	1,453	$33.1 萬
Round Hill Asset Management	1,432	$32.6 萬
Eagle Strategies LLC	1,431	$32.6 萬
Envoi LLC	1,350	$30.7 萬
Nwam LLC	1,302	$30.6 萬
Cascade Investment Group, Inc.	1,320	$30.1 萬
Nichols & Pratt Advisers LLP	1,250	$28.5 萬
BEAM Asset Management, LLC	1,226	$27.9 萬
Carmel Capital Partners, LLC	1,201	$27.3 萬
Oxford Asset Management LLP	1,183	$26.9 萬
Delap Wealth Advisory, LLC	1,121	$25.5 萬
ISAM Funds (UK) Ltd	1,118	$25.5 萬
RAM Investment Partners, LLC	1,089	$24.8 萬
Fox Run Management, L.L.C.	1,078	$24.5 萬
Infrastructure Capital Advisors, LLC	1,039	$23.7 萬
Zega Financial, LLC	1,030	$23.5 萬
Onyx Bridge Wealth Group LLC	986	$23.2 萬
Intrua Financial, LLC	1,016	$23.1 萬
Central Valley Advisors, LLC	1,007	$22.9 萬
Coho Partners, Ltd.	1,000	$22.8 萬
Wealthstar Advisors, LLC	998	$22.7 萬
FSA Advisors, Inc.	993	$22.6 萬
Boothbay Fund Management, LLC	956	$21.8 萬
Marathon Capital Management	945	$21.5 萬
CM Wealth Advisors LLC	910	$21.4 萬
Seven Eight Capital, LP	936	$21.3 萬
CAP Partners, LLC	927	$21.1 萬
Signal Advisors Wealth, LLC	925	$21.1 萬
Alterna Wealth Management, Inc	920	$20.9 萬
Roberts Wealth Advisors, LLC	950	$20.7 萬
Goepper Burkhardt LLC	850	$20.6 萬
Financial Engines Advisors L.L.C.	895	$20.4 萬
Wealth Effects LLC	880	$20.0 萬
AlphaMark Advisors, LLC	518	$11.8 萬
Core Wealth Advisors, Inc.	497	$11.3 萬
Fernwood Investment Management, LLC	315	$7.17 萬
Quintet Private Bank (Europe) S.A.	259	$6.80 萬
Brown Shipley& Co Ltd	280	$6.37 萬
Northwest Investment Counselors, LLC	226	$5.15 萬
LifeSteps Financial, Inc.	225	$5.12 萬
LGT Financial Advisors LLC	207	$4.71 萬
Ravenstone Capital Management Inc.	200	$4.55 萬
Granite FO LLC	104	$2.67 萬
Sofos Investments, Inc.	49	$1.08 萬
University of Texas/Texas Am Investment Managment Co	53	$9,929
Mendota Financial Group, LLC	40	$9,108
Financial Synergies Wealth Advisors, Inc.	29	$6,491
Transamerica Financial Advisors, Inc.	23	$6,000

尚未申報 2024 年第 2 季的機構（32 家）

2024 年第 1 季季末持有 American Express Co、還沒有申報 2024 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2024 年第 1 季持有 AXP、尚未申報 2024 年第 2 季的機構
機構	2024 年第 1 季股數	2024 年第 1 季市值
Credit Suisse AG	1,147,824	$2.61 億
Focused Investors Fund L P	471,600	$1.07 億
Degroof Petercam Asset Management	189,350	$4,311 萬
Cambridge Trust Co	174,861	$3,981 萬
Stewart & Patten Co LLC	126,870	$2,889 萬
Coulter & Justus Financial Services, LLC	99,401	$2,263 萬
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund	90,563	$2,062 萬
Cubic Asset Management, LLC	35,433	$806.8 萬
Ziegler Capital Management, LLC	28,953	$659.2 萬
Steward Partners Investment Solutions, LLC	20,486	$466.4 萬
Shell Asset Management Co	19,435	$450.0 萬
Connectus Wealth, LLC	17,987	$409.7 萬
Wilbanks Smith & Thomas Asset Management LLC	16,108	$366.8 萬
Caliber Wealth Management, LLC	13,837	$315.0 萬
Triad Investment Management	8,138	$185.3 萬
Derbend Asset Management	5,685	$129.4 萬
Grey Street Capital, LLC	5,112	$116.4 萬
Pflug Koory, LLC	4,833	$110.0 萬
Mango Five Family, Inc.	4,054	$92.3 萬
CWA Asset Management Group, LLC	3,839	$87.4 萬
Cipher Capital LP	3,193	$72.7 萬
Summit Financial Group Inc	2,885	$65.7 萬
InterOcean Capital Group, LLC	2,880	$65.6 萬
FirstPurpose Wealth LLC	3,007	$65.4 萬
Benedetti & Gucer, Inc.	2,432	$55.4 萬
Objective Capital Management, LLC	1,443	$32.9 萬
Cutler Group LP	1,298	$29.5 萬
Tactive Advisors, LLC	1,050	$23.9 萬
Imprint Wealth LLC	951	$21.6 萬
FSA Wealth Management LLC	243	$5.53 萬
Credential Qtrade Securities Inc.	143	$3.26 萬
Retirement Group, LLC	50	$1.14 萬