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
AQR Multi-Asset Fund AQR Funds 1,121339.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust 1,109342.6K $0.09 %0.00 %as of Feb 28, 2026 ↗
WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust 1,108335.1K $0.37 %0.00 %as of Mar 31, 2026 ↗
Crossmark Large Cap Value ETF Crossmark ETF Trust 1,103356.3K $2.39 %0.00 %as of Apr 30, 2026 ↗
GMO U.S. Value ETF GMO ETF Trust 1,089336.4K $0.42 %0.00 %as of Feb 28, 2026 ↗
Direxion Daily S&P 500 High Beta Bull 3X Shares Direxion Shares ETF Trust 1,087351.2K $0.45 %0.00 %as of Apr 30, 2026 ↗
Gotham Index Plus Fund FundVantage Trust 1,080326.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
EQ/Invesco Moderate Allocation Portfolio EQ Advisors Trust 1,072324.3K $0.09 %0.00 %as of Mar 31, 2026 ↗
THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,069323.4K $0.09 %0.00 %as of Mar 31, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 1,046316.4K $0.04 %0.00 %as of Mar 31, 2026 ↗
THRIVENT ESG INDEX PORTFOLIO Thrivent Series Fund, Inc. 1,023309.4K $0.52 %0.00 %as of Mar 31, 2026 ↗
iShares Global Equity Factor ETF iShares Trust 1,018328.9K $0.17 %0.00 %as of Apr 30, 2026 ↗
SA Multi-Managed Large Cap Growth Portfolio SEASONS SERIES TRUST 1,009305.2K $0.13 %0.00 %as of Mar 31, 2026 ↗
Eventide Large Cap Growth ETF Strategy Shares 1,008325.6K $1.68 %0.00 %as of Apr 30, 2026 ↗
BlackRock Managed Income Fund BlackRock Funds II 1,005304K $0.04 %0.00 %as of Mar 31, 2026 ↗
AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 1,005304K $0.13 %0.00 %as of Mar 31, 2026 ↗
SPHERE 500 CLIMATE FUND Exchange Place Advisors Trust 1,004303.7K $0.49 %0.00 %as of Mar 31, 2026 ↗
The Gabelli Global Rising Income and Dividend Fund GAMCO Global Series Funds, Inc 1,000302.5K $0.44 %0.00 %as of Mar 31, 2026 ↗
E*TRADE No Fee Large Cap Index Fund E Trade Trust 998322.4K $0.29 %0.00 %as of Apr 30, 2026 ↗
First Trust Multi-Manager Large Growth ETF First Trust Exchange-Traded Fund VIII 979302.4K $0.37 %0.00 %as of Feb 28, 2026 ↗
Global Atlantic BlackRock Disciplined Growth Portfolio Forethought Variable Insurance Trust 958289.8K $0.32 %0.00 %as of Mar 31, 2026 ↗
NAA LARGE GROWTH SERIES New Age Alpha Variable Funds Trust 957289.5K $0.53 %0.00 %as of Mar 31, 2026 ↗
DWS Equity Sector Strategy Fund DEUTSCHE DWS ASSET ALLOCATION TRUST 950293.5K $0.31 %0.00 %as of Feb 28, 2026 ↗
Eaton Vance All Asset Strategy Fund Eaton Vance Growth Trust 926286K $0.12 %0.00 %as of Feb 28, 2026 ↗
WBI BullBear Yield 3000 ETF Absolute Shares Trust 924279.5K $1.02 %0.00 %as of Mar 31, 2026 ↗
Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Forethought Variable Insurance Trust 919278K $0.12 %0.00 %as of Mar 31, 2026 ↗
Hartford Schroders Diversified Opportunities Fund HARTFORD MUTUAL FUNDS II, INC 900290.7K $0.18 %0.00 %as of Apr 30, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 900278K $0.04 %0.00 %as of Feb 28, 2026 ↗
Pacer S&P 500 Quality FCF Aristocrats ETF Pacer Funds Trust 893288.5K $1.26 %0.00 %as of Apr 30, 2026 ↗
Amplify COWS Covered Call ETF Amplify ETF Trust 849256.8K $1.77 %0.00 %as of Mar 31, 2026 ↗
Simplify Next Intangible Core Index ETF Simplify Exchange Traded Funds 846255.9K $0.73 %0.00 %as of Mar 31, 2026 ↗
Optimized Equity Income ETF Listed Funds Trust 820264.9K $0.63 %0.00 %as of Apr 30, 2026 ↗
GMO Benchmark-Free Fund GMO TRUST 819253K $0.02 %0.00 %as of Feb 28, 2026 ↗
Transamerica Large Value Opportunities TRANSAMERICA FUNDS 810261.7K $0.12 %0.00 %as of Apr 30, 2026 ↗
MML Managed Volatility Fund MML SERIES INVESTMENT FUND 809244.7K $0.28 %0.00 %as of Mar 31, 2026 ↗
The ESG Growth Portfolio HC Capital Trust 783236.8K $0.22 %0.00 %as of Mar 31, 2026 ↗
GodFond Sverige & Världen Storebrand Asset Management AS 7662.2M SEK0.10 %0.00 %as of Mar 31, 2026 ↗
BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND Ultimus Managers Trust 762235.4K $0.10 %0.00 %as of Feb 28, 2026 ↗
Global X Dow 30 Covered Call & Growth ETF GLOBAL X FUNDS 732236.5K $4.02 %0.00 %as of Apr 30, 2026 ↗
BlackRock Managed Volatility V.I. Fund BlackRock Variable Series Funds, Inc. 724219K $0.16 %0.00 %as of Mar 31, 2026 ↗
PL Growth and Income ETF Collaborative Investment Series Trust 724219K $0.37 %0.00 %as of Mar 31, 2026 ↗
Dow 2x Strategy Fund Rydex Variable Trust 723218.7K $3.43 %0.00 %as of Mar 31, 2026 ↗
Yieldmax Target 12 Big 50 Option Income ETF Tidal Trust II 716231.3K $0.89 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 713230.3K $0.02 %0.00 %as of Apr 30, 2026 ↗
S&P 500 2x Strategy Fund Rydex Variable Trust 713215.7K $0.25 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 Ex-Energy ETF ProShares Trust 712219.9K $0.29 %0.00 %as of Feb 28, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 699211.4K $0.09 %0.00 %as of Mar 31, 2026 ↗
LargeCap Growth Account I Principal Variable Contract Funds, Inc 690208.7K $0.04 %0.00 %as of Mar 31, 2026 ↗
Sustainable Equity Fund RUSSELL INVESTMENT CO 688222.3K $0.08 %0.00 %as of Apr 30, 2026 ↗
ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND 674203.9K $0.11 %0.00 %as of Mar 31, 2026 ↗
Invesco ESG S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 660203.9K $0.43 %0.00 %as of Feb 28, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 656211.9K $0.25 %0.00 %as of Apr 30, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 654197.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
NVIT J.P. Morgan Innovators Fund Nationwide Variable Insurance Trust 646195.4K $2.04 %0.00 %as of Mar 31, 2026 ↗
Persimmon Long/Short Fund NORTHERN LIGHTS FUND TRUST III 643194.5K $0.43 %0.00 %as of Mar 31, 2026 ↗
Global Strategy Fund VALIC Co I 642198.3K $0.08 %0.00 %as of Feb 28, 2026 ↗
SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST 640193.6K $0.07 %0.00 %as of Mar 31, 2026 ↗
Gabelli Financial Services Opportunities ETF Gabelli ETFs Trust 622188.1K $0.38 %0.00 %as of Mar 31, 2026 ↗
NPF Core Equity ETF Elevation Series Trust 597192.9K $0.03 %0.00 %as of Apr 30, 2026 ↗
SEB Global Exposure SEB Funds AB 5961.7M SEK0.26 %0.00 %as of Mar 31, 2026 ↗
iShares FinTech Active ETF BlackRock ETF Trust 590190.6K $2.17 %0.00 %as of Apr 30, 2026 ↗
Xtrackers S&P 500 Growth Scored & Screened ETF DBX ETF Trust 573177K $1.43 %0.00 %as of Feb 27, 2026 ↗
Transamerica Balanced II TRANSAMERICA FUNDS 562181.6K $0.26 %0.00 %as of Apr 30, 2026 ↗
The Catholic SRI Growth Portfolio HC Capital Trust 560169.4K $0.24 %0.00 %as of Mar 31, 2026 ↗
THRIVENT ALL CAP PORTFOLIO Thrivent Series Fund, Inc. 558168.8K $0.08 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Covered Call & Growth ETF GLOBAL X FUNDS 550177.7K $0.28 %0.00 %as of Apr 30, 2026 ↗
Storebrand USA Plus Storebrand Asset Management AS 5481.6M SEK0.67 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Financials ETF T. Rowe Price Exchange-Traded Funds, Inc. 544164.5K $1.31 %0.00 %as of Mar 31, 2026 ↗
Fulcrum Diversified Absolute Return Fund Northern Lights Fund Trust IV 536162.1K $0.05 %0.00 %as of Mar 31, 2026 ↗
Cicero-Optimum US Sector Fund Cicero Fonder AB 5261.5M SEK0.48 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Fundamental Data Science Large Core ETF J.P. Morgan Exchange-Traded Fund Trust 506153.1K $1.09 %0.00 %as of Mar 31, 2026 ↗
Lincoln U.S. Equity Income Maximizer Fund Lincoln Funds Trust 505163.1K $0.86 %0.00 %as of Apr 30, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 481145.5K $0.03 %0.00 %as of Mar 31, 2026 ↗
AST Quantitative Modeling Portfolio Advanced Series Trust 480145.2K $0.03 %0.00 %as of Mar 31, 2026 ↗
Catalyst/Welton Advantage Multi-Strategy Fund MUTUAL FUND SERIES TRUST 475143.7K $0.31 %0.00 %as of Mar 31, 2026 ↗
AXS FTSE Venture Capital Return Tracker Fund INVESTMENT MANAGERS SERIES TRUST II 457138.2K $0.19 %0.00 %as of Mar 31, 2026 ↗
UBS U.S. Allocation Fund UBS INVESTMENT TRUST 454140.2K $0.06 %0.00 %as of Feb 28, 2026 ↗
Calamos Growth & Income Portfolio CALAMOS ADVISORS TRUST/IL 435131.6K $0.42 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Risk Managed Income ETF GLOBAL X FUNDS 431139.2K $0.28 %0.00 %as of Apr 30, 2026 ↗
ALPS Balanced Opportunity Fund FINANCIAL INVESTORS TRUST 430138.9K $1.13 %0.00 %as of Apr 30, 2026 ↗
Invesco S&P 500 Downside Hedged ETF Invesco Actively Managed Exchange-Traded Fund Trust 413133.4K $0.21 %0.00 %as of Apr 30, 2026 ↗
Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF Morgan Stanley ETF Trust 413124.9K $0.81 %0.00 %as of Mar 31, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 399123.3K $0.12 %0.00 %as of Feb 28, 2026 ↗
Eventide Large Cap Value ETF Strategy Shares 393127K $1.08 %0.00 %as of Apr 30, 2026 ↗
T. Rowe Price Integrated Global Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 391118.3K $0.08 %0.00 %as of Mar 31, 2026 ↗
SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST 388117.4K $0.06 %0.00 %as of Mar 31, 2026 ↗
SPP Generation 40-tal Storebrand Asset Management AS 3781.1M SEK0.04 %0.00 %as of Mar 31, 2026 ↗
Innovator Equity Managed 10 Buffer ETF Innovator ETFs Trust 378122.1K $0.46 %0.00 %as of Apr 30, 2026 ↗
Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust 374120.8K $0.20 %0.00 %as of Apr 30, 2026 ↗
Allspring VT Index Asset Allocation Fund Allspring VARIABLE TRUST 366110.7K $0.17 %0.00 %as of Mar 31, 2026 ↗
FINANCIALS ULTRASECTOR PROFUND ProFunds 365117.9K $1.78 %0.00 %as of Apr 30, 2026 ↗
Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc 363117.3K $0.04 %0.00 %as of Apr 30, 2026 ↗
ProShares S&P 500 Ex-Health Care ETF ProShares Trust 363112.1K $0.31 %0.00 %as of Feb 28, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 358110.6K $0.05 %0.00 %as of Feb 27, 2026 ↗
PROFUND VP LARGE CAP GROWTH ProFunds 357108K $0.39 %0.00 %as of Mar 31, 2026 ↗
Financial Services Fund Rydex Variable Trust 345104.4K $1.25 %0.00 %as of Mar 31, 2026 ↗
BULL PROFUND ProFunds 343110.8K $0.22 %0.00 %as of Apr 30, 2026 ↗
JPMorgan U.S. Research Enhanced Large Cap ETF J.P. Morgan Exchange-Traded Fund Trust 341103.1K $0.33 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP BULL ProFunds 32297.4K $0.23 %0.00 %as of Mar 31, 2026 ↗
Abraham Fortress Fund INVESTMENT MANAGERS SERIES TRUST II 31695.6K $0.10 %0.00 %as of Mar 31, 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