AXP
American Express Company · Financial Services · Financial - Credit Services
Señales de momentum (gestores comparables):
amplitud de titulares -11.5% ·
flujo de acciones -0.5% ·
nuevas posiciones netas -13.0%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 180 | -2 | 486.98M | $164.77B | +2 | −6 |
| Q1 2026 | 187 | +5 | 495.25M | $149.75B | +8 | −4 |
| Q4 2025 | 181 | +1 | 519.00M | $191.85B | +2 | — |
| Q3 2025 | 26 | +1 | 389.85M | $129.48B | +2 | −2 |
| Q2 2025 | 23 | -3 | 338.13M | $107.84B | — | −3 |
| Q1 2025 | 23 | +1 | 241.57M | $64.98B | +1 | — |
| Q4 2024 | 22 | 0 | 240.05M | $71.24B | — | — |
| Q3 2024 | 21 | -3 | 212.13M | $57.52B | — | −3 |
| Q2 2024 | 24 | — | 215.53M | $49.90B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway ✦ | 151.61M | 0.0% | $48.36B | 18.8% | Held | 5 | SEC ↗ ×3 |
| 2 | The Vanguard Group ✦ (pasivo) | 46.43M | — | $14.81B | 0.2% | n/c | 1 | SEC ↗ ×6 |
| 3 | BlackRock ✦ (pasivo) | 43.64M | — | $13.92B | 0.3% | n/c | 1 | SEC ↗ ×23 |
| 4 | State Street Global Advisors ✦ (pasivo) | 29.44M | -1.1% | $9.39B | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wellington Management ✦ | 14.89M | -17.4% | $4.75B | 0.9% | ▼ Trim | 5 | SEC ↗ ×9 |
| 6 | Geode Capital Management ✦ (pasivo) | 13.49M | +11.1% | $4.28B | 0.3% | ▲ Add | 5 | SEC ↗ ×2 |
| 7 | Fisher Asset Management ✦ | 8.73M | -2.6% | $2.79B | 1.1% | ▼ Trim | 5 | SEC ↗ |
| 8 | Fidelity (FMR) ✦ | 8.29M | — | $2.64B | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 9 | T. Rowe Price ✦ | 7.32M | +0.7% | $2.33B | 0.3% | ▲ Add | 5 | SEC ↗ ×2 |
| 10 | Norges Bank ✦ (pasivo) | 5.95M | +0.4% | $1.90B | 0.2% | ▲ Add | 5 | SEC ↗ |
| 11 | Capital World Investors ✦ | 5.10M | +30.3% | $1.63B | 0.2% | ▲ Add | 5 | SEC ↗ |
| 12 | Markel Group ✦ | 484.25K | 0.0% | $154.47M | 1.3% | Held | 5 | SEC ↗ ×2 |
| 13 | GAMCO Investors ✦ | 470.71K | -4.0% | $150.15M | 1.5% | ▼ Trim | 5 | SEC ↗ |
| 14 | Adage Capital Partners ✦ | 411.39K | -11.1% | $131.22M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 15 | Arrowstreet Capital ✦ | 405.91K | -29.5% | $129.48M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 16 | Dodge & Cox ✦ | 358.41K | -4.2% | $114.33M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 339.90K | +3.4% | $108.42M | 0.1% | ▲ Add | 5 | SEC ↗ ×6 |
| 18 | Harris Associates (Oakmark) ✦ | 248.88K | -5.3% | $79.39M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 19 | D. E. Shaw & Co. ✦ | 216.14K | -39.3% | $68.94M | 0.1% | ▼ Trim | 5 | SEC ↗ ×2 |
| 20 | Citadel Advisors ✦ | 163.79K | -2.7% | $52.24M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 21 | Tweedy, Browne ✦ | 68.09K | -5.2% | $21.72M | 2.0% | ▼ Trim | 5 | SEC ↗ |
| 22 | Millennium Management ✦ | 65.34K | -79.0% | $20.84M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 23 | Gotham Asset Management ✦ | 16.95K | +8.6% | $5.41M | 0.0% | ▲ Add | 5 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Bridgewater Associates | $7.48M | era 0.0% |
| Two Sigma Investments | $3.24M | era 0.0% |
| Marshall Wace | $1.21M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 2,861 tenedores, 557.24M acciones, $163.44B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 8.81K acc. · $2.97M
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología