Titelia

Fund shareholders of American Express Co

ISIN US0258161092 · United States · LEI R4PP93JZOLY261QX3811

Fund shareholders
1,151
Of which ETFs
305 846 other funds
Value held
43.2B $ 6.1B SEK · 237.4M €
Share of capital
21.2 % of 675.3M shares on Jul 14, 2026

1,151 funds hold this company. This table lists the 1,139 that declare it in a regulatory filing. The other 12 publish their holdings in their own reports. They are not in the table.

FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 15,263,2884.6B $0.23 %2.26 %as of Mar 31, 2026 ↗
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 13,608,8664.1B $0.29 %2.02 %as of Mar 31, 2026 ↗
iShares Core S&P 500 ETF iShares Trust 6,887,5702.1B $0.29 %1.02 %as of Mar 31, 2026 ↗
Fidelity 500 Index Fund Fidelity Concord Street Trust 6,837,8682.1B $0.28 %1.01 %as of Feb 28, 2026 ↗
VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS 4,445,4491.3B $0.60 %0.66 %as of Mar 31, 2026 ↗
State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 3,628,3001.1B $2.30 %0.54 %as of Mar 31, 2026 ↗
MFS Value Fund MFS SERIES TRUST I 3,362,7801B $1.85 %0.50 %as of Feb 28, 2026 ↗
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 3,019,538913.3M $0.29 %0.45 %as of Mar 31, 2026 ↗
JPMorgan U.S. Equity Fund JPMorgan Trust I 2,507,376758.4M $2.40 %0.37 %as of Mar 31, 2026 ↗
Fidelity Contrafund Fidelity Contrafund 2,353,441711.9M $0.45 %0.35 %as of Mar 31, 2026 ↗
VANGUARD DIVIDEND GROWTH FUND VANGUARD SPECIALIZED FUNDS 2,260,428730.2M $1.98 %0.33 %as of Apr 30, 2026 ↗
JPMorgan Equity Income Fund JPMorgan Trust II 1,913,276578.7M $1.40 %0.28 %as of Mar 31, 2026 ↗
JPMorgan Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust 1,817,856549.9M $1.25 %0.27 %as of Mar 31, 2026 ↗
Investment Co of America Investment Co of America 1,811,820548M $0.33 %0.27 %as of Mar 31, 2026 ↗
Fidelity SAI U.S. Quality Index Fund Fidelity Salem Street Trust 1,640,991530.1M $1.84 %0.24 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 1,498,880453.4M $0.35 %0.22 %as of Mar 31, 2026 ↗
Fidelity Magellan Fund Fidelity Magellan Fund 1,481,200448M $1.35 %0.22 %as of Mar 31, 2026 ↗
Capital World Growth & Income Fund Capital World Growth & Income Fund 1,469,978454.1M $0.30 %0.22 %as of Feb 28, 2026 ↗
T. Rowe Price Value Fund, Inc. T. ROWE PRICE VALUE FUND, INC. 1,215,989367.8M $1.15 %0.18 %as of Mar 31, 2026 ↗
First Trust Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 1,196,386361.9M $1.82 %0.18 %as of Mar 31, 2026 ↗
First Eagle Global Fund First Eagle Funds 1,190,268384.5M $0.51 %0.18 %as of Apr 30, 2026 ↗
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 1,188,122383.8M $0.28 %0.18 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 1,126,243340.7M $0.29 %0.17 %as of Mar 31, 2026 ↗
Washington Mutual Investors Fund Washington Mutual Investors Fund 1,121,874362.4M $0.17 %0.17 %as of Apr 30, 2026 ↗
T. Rowe Price Dividend Growth Fund, Inc. T. ROWE PRICE DIVIDEND GROWTH FUND, INC. 1,067,378322.9M $1.42 %0.16 %as of Mar 31, 2026 ↗
Amplify CWP Enhanced Dividend Income ETF Amplify ETF Trust 1,059,797320.6M $4.85 %0.16 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 1,004,492310.3M $0.25 %0.15 %as of Feb 28, 2026 ↗
Columbia Dividend Income Fund COLUMBIA FUNDS SERIES TRUST I 962,985297.5M $0.62 %0.14 %as of Feb 28, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 930,183287.3M $2.06 %0.14 %as of Feb 28, 2026 ↗
Janus Henderson Balanced Fund JANUS INVESTMENT FUND 928,488280.8M $1.07 %0.14 %as of Mar 31, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 833,558252.1M $0.36 %0.12 %as of Mar 31, 2026 ↗
Disciplined Value Fund John Hancock Funds III 821,075248.4M $1.46 %0.12 %as of Mar 31, 2026 ↗
Growth Fund of America Growth Fund of America 815,866252M $0.08 %0.12 %as of Feb 28, 2026 ↗
AP7 Aktiefond Sjunde AP-fonden 807,9702.3B SEK0.17 %0.12 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 795,450245.7M $0.25 %0.12 %as of Feb 28, 2026 ↗
iShares S&P 500 Growth ETF iShares Trust 765,315231.5M $0.38 %0.11 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Growth Account College Retirement Equities Fund 724,665219.2M $0.58 %0.11 %as of Mar 31, 2026 ↗
iShares Russell 1000 Growth ETF iShares Trust 714,037216M $0.19 %0.11 %as of Mar 31, 2026 ↗
Bridge Builder Large Cap Growth Fund Bridge Builder Trust 701,302212.1M $0.81 %0.10 %as of Mar 31, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 696,142210.6M $0.81 %0.10 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 673,781203.8M $0.26 %0.10 %as of Mar 31, 2026 ↗
American Balanced Fund American Balanced Fund 565,370171M $0.06 %0.08 %as of Mar 31, 2026 ↗
VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS 564,237170.7M $0.27 %0.08 %as of Mar 31, 2026 ↗
Smead Value Fund Smead Funds Trust 555,920171.7M $3.91 %0.08 %as of Feb 27, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 553,567171M $0.27 %0.08 %as of Feb 28, 2026 ↗
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 551,234178.1M $0.20 %0.08 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF SPDR SERIES TRUST 523,088158.2M $0.38 %0.08 %as of Mar 31, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 509,386164.6M $0.42 %0.08 %as of Apr 30, 2026 ↗
Fidelity Contrafund K6 Fidelity Contrafund 506,145153.1M $0.46 %0.07 %as of Mar 31, 2026 ↗
Nuveen Dividend Growth Fund Nuveen Investment Trust II 503,561162.7M $2.50 %0.07 %as of Apr 30, 2026 ↗
S&P 500 Index Master Portfolio Master Investment Portfolio 487,385147.4M $0.28 %0.07 %as of Mar 31, 2026 ↗
T. Rowe Price U.S. Large-Cap Core Fund, Inc. T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC. 457,309138.3M $0.84 %0.07 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 453,381146.5M $0.25 %0.07 %as of Apr 30, 2026 ↗
WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust 436,075131.9M $0.86 %0.06 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 432,620139.8M $0.16 %0.06 %as of Apr 30, 2026 ↗
Invesco Main Street Fund AIM Equity Funds (Invesco Equity Funds) 403,612130.4M $1.15 %0.06 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 389,747125.9M $0.31 %0.06 %as of Apr 30, 2026 ↗
iShares Russell 1000 ETF iShares Trust 385,658116.7M $0.27 %0.06 %as of Mar 31, 2026 ↗
Janus Henderson Growth and Income Fund JANUS INVESTMENT FUND 372,723112.7M $1.48 %0.06 %as of Mar 31, 2026 ↗
Artisan Global Value Fund Artisan Partners Funds Inc. 371,827112.5M $3.85 %0.06 %as of Mar 31, 2026 ↗
Avantis U.S. Large Cap Value ETF American Century ETF Trust 353,404109.2M $1.03 %0.05 %as of Feb 28, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 345,214111.5M $0.25 %0.05 %as of Apr 30, 2026 ↗
Old Westbury Large Cap Strategies Fund Old Westbury Funds Inc 336,111108.6M $0.43 %0.05 %as of Apr 30, 2026 ↗
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 334,181101.1M $0.29 %0.05 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 334,085107.9M $0.29 %0.05 %as of Apr 30, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 322,71397.6M $0.27 %0.05 %as of Mar 31, 2026 ↗
New Perspective Fund New Perspective Fund 322,68297.6M $0.06 %0.05 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 316,531102.3M $0.25 %0.05 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 312,51796.5M $0.25 %0.05 %as of Feb 28, 2026 ↗
iShares Core S&P U.S. Growth ETF iShares Trust 308,74493.4M $0.36 %0.05 %as of Mar 31, 2026 ↗
Janus Henderson Balanced Portfolio JANUS ASPEN SERIES 306,62592.7M $1.07 %0.05 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 304,12393.9M $0.10 %0.05 %as of Feb 28, 2026 ↗
College Retirement Equities Fund - Responsible Balanced Account College Retirement Equities Fund 300,55490.9M $0.44 %0.04 %as of Mar 31, 2026 ↗
JPMorgan U.S. Value Fund JPMorgan Trust I 296,04389.5M $1.42 %0.04 %as of Mar 31, 2026 ↗
iShares S&P 500 Value ETF iShares Trust 295,44989.4M $0.19 %0.04 %as of Mar 31, 2026 ↗
Growth-Income Fund AMERICAN FUNDS INSURANCE SERIES 291,91188.3M $0.22 %0.04 %as of Mar 31, 2026 ↗
AMCAP Fund AMCAP Fund 291,82490.1M $0.10 %0.04 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 291,66990.1M $0.19 %0.04 %as of Feb 28, 2026 ↗
Fundstrat Granny Shots US Large Cap ETF Tidal Trust III 290,05893.7M $2.14 %0.04 %as of Apr 30, 2026 ↗
Nuveen Large Cap Value Fund TIAA-CREF Funds 289,03893.4M $1.46 %0.04 %as of Apr 30, 2026 ↗
VANGUARD MEGA CAP VALUE INDEX FUND VANGUARD WORLD FUND 288,35589.1M $0.74 %0.04 %as of Feb 28, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 283,34687.5M $0.56 %0.04 %as of Feb 28, 2026 ↗
VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND 282,50087.3M $0.35 %0.04 %as of Feb 28, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 277,92489.8M $0.25 %0.04 %as of Apr 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 270,63881.9M $0.14 %0.04 %as of Mar 31, 2026 ↗
VANGUARD S&P 500 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 263,13881.3M $0.37 %0.04 %as of Feb 28, 2026 ↗
THE HARTFORD DIVIDEND AND GROWTH FUND HARTFORD MUTUAL FUNDS, INC 262,30784.7M $0.46 %0.04 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 261,18679M $0.30 %0.04 %as of Mar 31, 2026 ↗
Invesco Discovery Large Cap Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 258,64779.9M $1.38 %0.04 %as of Feb 28, 2026 ↗
Columbia Contrarian Core Fund COLUMBIA FUNDS SERIES TRUST I 257,30379.5M $0.49 %0.04 %as of Feb 28, 2026 ↗
VIP Contrafund Portfolio Variable Insurance Products Fund II 254,73077.1M $0.29 %0.04 %as of Mar 31, 2026 ↗
Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust 251,82881.4M $0.18 %0.04 %as of Apr 30, 2026 ↗
JPMorgan Hedged Equity Fund JPMorgan Trust I 247,74774.9M $0.37 %0.04 %as of Mar 31, 2026 ↗
VANGUARD U.S. GROWTH FUND VANGUARD WORLD FUND 247,36376.4M $0.17 %0.04 %as of Feb 28, 2026 ↗
JPMorgan Global Select Equity ETF J.P. Morgan Exchange-Traded Fund Trust 246,15479.5M $1.12 %0.04 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund 243,49073.7M $0.29 %0.04 %as of Mar 31, 2026 ↗
iShares S&P 100 ETF iShares Trust 236,48671.5M $0.40 %0.04 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 231,66670.1M $0.23 %0.03 %as of Mar 31, 2026 ↗
JPMorgan Equity Premium Income Fund JPMorgan Trust IV 231,26370M $1.27 %0.03 %as of Mar 31, 2026 ↗
Invesco American Franchise Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 226,02769.8M $0.42 %0.03 %as of Feb 28, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Vistashares Target 15 Berkshire Select Income ETF Tidal Trust III 8.35 %as of Apr 30, 2026 ↗
BlackRock Exchange Portfolio BlackRock Funds 7.16 %as of Mar 31, 2026 ↗
Select FinTech Portfolio Fidelity Select Portfolios 6.74 %as of Feb 28, 2026 ↗
FPA Queens Road Value Fund Investment Managers Series Trust III 6.33 %as of Feb 28, 2026 ↗
Bretton Fund PFS FUNDS 6.24 %as of Mar 31, 2026 ↗
ICON CONSUMER SELECT SCM Trust 5.79 %as of Mar 31, 2026 ↗
Amplify Digital Payments ETF Amplify ETF Trust 5.62 %as of Mar 31, 2026 ↗
CRAWFORD LARGE CAP DIVIDEND FUND Unified Series Trust 5.27 %as of Mar 31, 2026 ↗
Wedbush LAFFER|TENGLER New Era Value ETF Wedbush Series Trust 4.98 %as of Apr 30, 2026 ↗
Pictet - Premium Brands Pictet Asset Management (Europe) S.A. 4.93 %as of Sep 30, 2025 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q21,018+12140,825,677-3.6 %
2026Q11,006+6146,151,409-2.4 %
2025Q41,000-19149,741,063-4.8 %
2025Q31,019-55157,215,118-2.2 %
2025Q21,074+29160,757,759+2.1 %
2025Q11,045-23157,448,957+0.2 %
2024Q41,068+1157,135,110-3.8 %
2024Q31,067+41163,355,893-0.1 %
2024Q21,026+42163,504,226+5.7 %
2024Q1984+12154,660,518-7.6 %
2023Q4972167,369,636

Institutional managers

2,861 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
Berkshire Hathaway Inc151,610,70045.9B $as of Mar 31, 2026
BlackRock, Inc.41,910,30912.7B $as of Mar 31, 2026
STATE STREET CORP29,227,7218.8B $as of Mar 31, 2026
JPMORGAN CHASE & CO20,408,3236.1B $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC14,166,4744.3B $as of Mar 31, 2026
MORGAN STANLEY12,808,7523.9B $as of Mar 31, 2026
FMR LLC9,264,9982.8B $as of Mar 31, 2026
Fisher Asset Management, LLC9,250,3732.8B $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/7,354,5742.2B $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/6,992,7402.1M $as of Mar 31, 2026
NORTHERN TRUST CORP6,292,6681.9B $as of Mar 31, 2026
WELLS FARGO & COMPANY/MN5,690,6721.7B $as of Mar 31, 2026
Nuveen, LLC5,590,7811.7B $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC5,247,4051.6B $as of Mar 31, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/5,067,6551.6B $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC4,970,5881.5B $as of Mar 31, 2026
Artisan Partners Limited Partnership4,593,8831.4B $as of Mar 31, 2026
UBS Group AG4,566,2491.4B $as of Mar 31, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main4,402,8391.3B $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP4,184,9791.3B $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC3,871,1481.2B $as of Mar 31, 2026
Bank of New York Mellon Corp3,853,2171.2B $as of Mar 31, 2026
Legal & General Group Plc3,676,1641.1B $as of Mar 31, 2026
Invesco Ltd.3,320,4851B $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC3,213,955977M $as of Mar 31, 2026

Declared shareholders of American Express Co

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Capital Management 5.58 %38,301,348as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of American Express Co

691 funds declare 2,367 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND10429.3M $as of Feb 28, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND19397.1M $as of Mar 31, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND20390.9M $as of Mar 31, 2026
JPMorgan Ultra-Short Income ETF6303M $as of Feb 28, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND11257.2M $as of Feb 28, 2026
VANGUARD WELLINGTON FUND13226.7M $as of Feb 28, 2026
iShares Core U.S. Aggregate Bond ETF27162.5M $as of Feb 28, 2026
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND7159.3M $as of Apr 30, 2026
Putnam Ultra Short Duration Income Fund7153M $as of Apr 30, 2026
VANGUARD WELLESLEY INCOME FUND11145.1M $as of Mar 31, 2026
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND5144.3M $as of Apr 30, 2026
Bond Fund of America8140.9M $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND9136.2M $as of Mar 31, 2026
American Balanced Fund8135.3M $as of Mar 31, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF15128.6M $as of Feb 28, 2026
iShares Floating Rate Bond ETF8121.1M $as of Apr 30, 2026
PGIM Ultra Short Bond ETF3100.7M $as of Feb 27, 2026
JPMorgan Strategic Income Opportunities Fund5100.7M $as of Feb 28, 2026
VANGUARD SHORT-TERM BOND INDEX FUND1196.6M $as of Mar 31, 2026
Capital Group Central Corporate Bond Fund795.7M $as of Feb 28, 2026
VANGUARD ULTRA-SHORT-TERM BOND FUND592.1M $as of Apr 30, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF1089.6M $as of Feb 28, 2026
VANGUARD INSTITUTIONAL INTERMEDIATE-TERM BOND FUND677.5M $as of Mar 31, 2026
Fidelity U.S. Bond Index Fund871.3M $as of Feb 28, 2026
State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF770.2M $as of Mar 31, 2026
Cite this page

Titelia. "Fund shareholders of American Express Co". https://titelia.com/en/stocks/american-express-co-US0258161092