AXP
American Express Company · Financial Services · Financial - Credit Services
Momentum-inputs (vergelijkbare managers):
breedte van houders -11.5% ·
aandelenstroom -0.5% ·
netto nieuwe posities -13.0%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway ✦ | 151.61M | 0.0% | $48.36B | 18.8% | Held | 5 | SEC ↗ ×3 |
| 2 | The Vanguard Group ✦ (passief) | 46.43M | — | $14.81B | 0.2% | n/c | 1 | SEC ↗ ×6 |
| 3 | BlackRock ✦ (passief) | 43.64M | — | $13.92B | 0.3% | n/c | 1 | SEC ↗ ×23 |
| 4 | State Street Global Advisors ✦ (passief) | 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 ✦ (passief) | 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 ✦ (passief) | 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 ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Bridgewater Associates | $7.48M | was 0.0% |
| Two Sigma Investments | $3.24M | was 0.0% |
| Marshall Wace | $1.21M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 2,861 houders, 557.24M aandelen, $163.44B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Open-market aankopen (P)
Geen open-market insider-aankopen in ons dekkingsvenster.
Open-market verkopen (S)
Officer · 8.81K aand · $2.97M
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie