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
Financial Services Fund Rydex Series Funds 30592.3K $1.25 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes Prudent Bear Fund Federated Hermes Equity Funds 30090.7K $0.09 %0.00 %as of Mar 31, 2026 ↗
Northern Trust US Equity ETF Northern Funds 29890.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
Themes US Cash Flow Champions ETF Themes ETF Trust 29087.7K $2.82 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes Managed Volatility Fund II Federated Hermes Insurance Series 28987.4K $0.05 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS 28185K $0.05 %0.00 %as of Mar 31, 2026 ↗
Janus Henderson US Equity Enhanced Income ETF Janus Detroit Street Trust 27889.8K $1.33 %0.00 %as of Apr 30, 2026 ↗
Fundamental Equity Income Fund John Hancock Investment Trust 27482.9K $1.27 %0.00 %as of Mar 31, 2026 ↗
iShares S&P 500 3% Capped ETF iShares Trust 27482.9K $0.35 %0.00 %as of Mar 31, 2026 ↗
LoCorr Strategic Allocation Fund LoCorr Investment Trust 26580.2K $0.08 %0.00 %as of Mar 31, 2026 ↗
Calamos Antetokounmpo Global Sustainable Equities ETF Calamos ETF Trust 26485.3K $0.43 %0.00 %as of Apr 30, 2026 ↗
Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust 26381.2K $0.03 %0.00 %as of Feb 28, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. 26178.9K $0.10 %0.00 %as of Mar 31, 2026 ↗
Gotham Enhanced S&P 500 Index Fund FundVantage Trust 25777.7K $0.34 %0.00 %as of Mar 31, 2026 ↗
NEOS Boosted S&P 500(R) High Income ETF NEOS ETF Trust 25075.6K $0.34 %0.00 %as of Mar 31, 2026 ↗
NEOS S&P 500(R) Hedged Equity Income ETF NEOS ETF Trust 24975.3K $0.29 %0.00 %as of Mar 31, 2026 ↗
Global Multi-Strategy Fund Principal Funds, Inc 24876.6K $0.01 %0.00 %as of Feb 28, 2026 ↗
Large Cap Core Portfolio I Multi-Select Securities Fund for Puerto Rico Residents 24574.1K $1.06 %0.00 %as of Mar 31, 2026 ↗
Monopoly ETF Strategy Shares 23375.3K $0.57 %0.00 %as of Apr 30, 2026 ↗
SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST 23074.3K $0.07 %0.00 %as of Apr 30, 2026 ↗
QRAFT AI-Enhanced U.S. Large Cap ETF Exchange Listed Funds Trust 22873.7K $0.49 %0.00 %as of Apr 30, 2026 ↗
First Trust Multi Income Allocation Portfolio First Trust Variable Insurance Trust 21865.9K $0.41 %0.00 %as of Mar 31, 2026 ↗
Praxis Impact Large Cap Growth ETF Praxis Funds 21765.6K $0.10 %0.00 %as of Mar 31, 2026 ↗
Gabelli Growth Innovators ETF Gabelli ETFs Trust 21063.5K $0.85 %0.00 %as of Mar 31, 2026 ↗
LARGE-CAP GROWTH PROFUND ProFunds 20666.5K $0.35 %0.00 %as of Apr 30, 2026 ↗
ProShares Ultra S&P 500 Equal Weight ProShares Trust 20463K $0.11 %0.00 %as of Feb 28, 2026 ↗
DoubleLine Fortune 500 Equal Weight ETF DoubleLine ETF Trust 20060.5K $0.22 %0.00 %as of Mar 31, 2026 ↗
Nova Fund Rydex Variable Trust 19458.7K $0.18 %0.00 %as of Mar 31, 2026 ↗
Putnam VT Global Asset Allocation Fund Putnam Variable Trust 19358.4K $0.06 %0.00 %as of Mar 31, 2026 ↗
WisdomTree 500 Digital Fund WisdomTree Digital Trust 18957.2K $0.37 %0.00 %as of Mar 31, 2026 ↗
SFT Wellington Core Equity Fund Securian Funds Trust 18756.6K $0.04 %0.00 %as of Mar 31, 2026 ↗
Invesco MSCI World SRI Index Fund AIM International Mutual Funds (Invesco International Mutual Funds) 18163.7K $0.97 %0.00 %as of Jan 31, 2026 ↗
Stratified LargeCap Index ETF Exchange Listed Funds Trust 17954.1K $0.05 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Innovation Leaders ETF T. Rowe Price Exchange-Traded Funds, Inc. 17853.8K $0.35 %0.00 %as of Mar 31, 2026 ↗
FlexShares ESG & Climate US Large Cap Core Index Fund FlexShares Trust 17155.2K $0.05 %0.00 %as of Apr 30, 2026 ↗
1290 Loomis Sayles Multi-Asset Income Fund 1290 Funds 16051.7K $0.05 %0.00 %as of Apr 30, 2026 ↗
UBS GLOBAL ALLOCATION FUND UBS FUNDS 14744.5K $0.03 %0.00 %as of Mar 31, 2026 ↗
Calamos Antetokounmpo Sustainable Equities Fund Calamos Antetokounmpo Sustainable Equities Trust 14543.9K $0.88 %0.00 %as of Mar 31, 2026 ↗
iShares Nasdaq Premium Income Active ETF BlackRock ETF Trust 14042.3K $0.34 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP ULTRABULL ProFunds 13340.2K $0.22 %0.00 %as of Mar 31, 2026 ↗
Franklin U.S. Core Dividend Tilt Index ETF Franklin Templeton ETF Trust 12337.2K $0.04 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Active Core U.S. Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. 11434.5K $0.28 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP LARGE CAP VALUE ProFunds 10933K $0.20 %0.00 %as of Mar 31, 2026 ↗
MOA CATHOLIC VALUES INDEX FUND MoA Funds Corp 10832.7K $0.33 %0.00 %as of Mar 31, 2026 ↗
PACE Alternative Strategies Investments PACE SELECT ADVISORS TRUST 10333.3K $0.01 %0.00 %as of Apr 30, 2026 ↗
Invesco S&P 500 High Dividend Growers ETF Invesco Exchange-Traded Fund Trust II 10030.9K $0.30 %0.00 %as of Feb 28, 2026 ↗
Storebrand Global Developed Markets Storebrand Asset Management AS 95273.7K SEK0.27 %0.00 %as of Mar 31, 2026 ↗
Handelsbanken Global Momentum Handelsbanken Fonder AB 90259.3K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Sector Rotation Fund Meeder Funds 9027.2K $0.07 %0.00 %as of Mar 31, 2026 ↗
First Eagle US Equity ETF First Eagle ETF Trust 8427.1K $1.31 %0.00 %as of Apr 30, 2026 ↗
Harbor AlphaEdge Large Cap Value ETF Harbor ETF Trust 7223.3K $0.53 %0.00 %as of Apr 30, 2026 ↗
iShares Enhanced Large Cap Core Active ETF BlackRock ETF Trust 6822K $0.24 %0.00 %as of Apr 30, 2026 ↗
VistaShares Target 15 S&P 100 Distribution ETF Tidal Trust III 6620.4K $0.38 %0.00 %as of Feb 28, 2026 ↗
Lazard Retirement Global Dynamic Multi-Asset Portfolio LAZARD RETIREMENT SERIES INC 6519.7K $0.11 %0.00 %as of Mar 31, 2026 ↗
Innovator Equity Premium Income - Daily PutWrite ETF Innovator ETFs Trust 6220K $0.14 %0.00 %as of Apr 30, 2026 ↗
Vox Populi ETF Advisors Series Trust 5417.4K $0.31 %0.00 %as of Apr 30, 2026 ↗
PineBridge Dynamic Asset Allocation Fund ADVISORS' INNER CIRCLE III 4915.8K $0.01 %0.00 %as of Apr 30, 2026 ↗
Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF Cyber Hornet Trust 4914.8K $0.22 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Christian Values ETF GLOBAL X FUNDS 4614.9K $0.29 %0.00 %as of Apr 30, 2026 ↗
Global X U.S. 500 ETF GLOBAL X FUNDS 3811.7K $0.29 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST 3610.9K $0.04 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) MSCI USA Climate Paris Aligned ETF SPDR SERIES TRUST 3510.6K $0.40 %0.00 %as of Mar 31, 2026 ↗
LARGE-CAP VALUE PROFUND ProFunds 3411K $0.19 %0.00 %as of Apr 30, 2026 ↗
Amplify Tokenization Technology ETF Amplify ETF Trust 3310K $1.53 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Tail Risk ETF GLOBAL X FUNDS 299.4K $0.26 %0.00 %as of Apr 30, 2026 ↗
Global X S&P 500 Collar 95-110 ETF GLOBAL X FUNDS 299.4K $0.29 %0.00 %as of Apr 30, 2026 ↗
Global X S&P 500 U.S. Revenue Leaders ETF GLOBAL X FUNDS 289K $0.44 %0.00 %as of Apr 30, 2026 ↗
Xtrackers S&P 500 Diversified Sector Weight ETF DBX ETF Trust 257.7K $0.12 %0.00 %as of Feb 28, 2026 ↗
WisdomTree Efficient U.S. Plus International Equity Fund WisdomTree Trust 206K $0.31 %0.00 %as of Mar 31, 2026 ↗
Pacer PE/VC ETF Pacer Funds Trust 185.8K $0.25 %0.00 %as of Apr 30, 2026 ↗
Pacer MSCI World Industry Advantage ETF Pacer Funds Trust 144.5K $0.42 %0.00 %as of Apr 30, 2026 ↗
FIIG ESG STOCK PLAN FOR RETIREMENT Unified Series Trust 144.3K $1.11 %0.00 %as of Feb 28, 2026 ↗
FIIG STOCK FUND FOR RETIREMENT Unified Series Trust 134K $1.03 %0.00 %as of Feb 28, 2026 ↗
ProShares S&P 500 Dynamic Buffer ETF ProShares Trust 123.7K $0.22 %0.00 %as of Feb 28, 2026 ↗
iShares U.S. Equity Factor Rotation Active ETF BlackRock ETF Trust 82.6K $0.00 %as of Apr 30, 2026 ↗
iShares U.S. Industry Rotation Active ETF BlackRock ETF Trust 61.9K $0.01 %0.00 %as of Apr 30, 2026 ↗
Skandia Försiktig Skandia Fonder AB 411.5K SEK0.00 %0.00 %as of Mar 31, 2026 ↗
Cyber Hornet S&P 500 & Ethereum 75/25 Strategy ETF Cyber Hornet Trust 3907.4 $0.19 %0.00 %as of Mar 31, 2026 ↗
Cyber Hornet S&P 500 & Solana 75/25 Strategy ETF Cyber Hornet Trust 3907.4 $0.20 %0.00 %as of Mar 31, 2026 ↗
Cyber Hornet S&P 500 & XRP 75/25 Strategy ETF Cyber Hornet Trust 3907.4 $0.19 %0.00 %as of Mar 31, 2026 ↗
CAIXABANK MASTER RENTA VARIABLE USA ADVISED BY, FI CAIXABANK ASSET MANAGEMENT SGIIC, S.A. 181.4M €2.35 %as of Dec 31, 2025 ↗
KUTXABANK BOLSA EEUU, FI KUTXABANK GESTION, SGIIC, S.A. 17.3M €1.01 %as of Dec 31, 2025 ↗
BINDEX USA INDICE, FI BBVA ASSET MANAGEMENT, S.A., SGIIC 4M €0.33 %as of Dec 31, 2025 ↗
CAJA INGENIEROS ENVIRONMENT ISR, FI CAJA INGENIEROS GESTION, S.G.I.I.C., S.A. 3.9M €1.32 %as of Dec 31, 2025 ↗
ING DIRECT FONDO NARANJA STANDARD & POOR´S 500, FI AMUNDI IBERIA, SGIIC, S.A. 3.5M €0.33 %as of Dec 31, 2025 ↗
IBERCAJA BOLSA INTERNACIONAL, FI IBERCAJA GESTION, SGIIC, S.A. 2.8M €0.54 %as of Dec 31, 2025 ↗
DUNAS SELECCIÓN USA ESG CUBIERTO FI DUNAS CAPITAL ASSET MANAGEMENT S.G.I.I.C., S.A. 2.2M €0.64 %as of Dec 31, 2025 ↗
MUTUAFONDO RENTA VARIABLE EE.UU, FI MUTUACTIVOS, S.A., S.G.I.I.C. 2.2M €4.20 %as of Dec 31, 2025 ↗
GCO INTERNACIONAL, FI GRUPO CATALANA OCCIDENTE GESTION DE ACTIVOS, S.A., SGIIC 2.1M €0.66 %as of Dec 31, 2025 ↗
IBERCAJA BOLSA USA, FI IBERCAJA GESTION, SGIIC, S.A. 2M €0.52 %as of Dec 31, 2025 ↗
MORINVEST, SICAV, S.A. BBVA ASSET MANAGEMENT, S.A., SGIIC 1.8M €0.27 %as of Dec 31, 2025 ↗
MULTIESTRATEGIA,FI MULTIESTRATEGIA / AFI GESTIÓN FLEXIBLE AFI INVERSIONES GLOBALES, SGIIC, S.A. 890.4K €1.06 %as of Dec 31, 2025 ↗
BBVA BOLSA INDICE USA (CUBIERTO), FI BBVA ASSET MANAGEMENT, S.A., SGIIC 849K €0.33 %as of Dec 31, 2025 ↗
DB CRECIMIENTO, FI DEUTSCHE WEALTH MANAGEMENT SGIIC, S.A. 830.5K €0.25 %as of Dec 31, 2025 ↗
DB MODERADO, FI DEUTSCHE WEALTH MANAGEMENT SGIIC, S.A. 729.1K €0.16 %as of Dec 31, 2025 ↗
GCO BOLSA USA, FI GRUPO CATALANA OCCIDENTE GESTION DE ACTIVOS, S.A., SGIIC 681.9K €0.74 %as of Dec 31, 2025 ↗
GCO MIXTO, FI GRUPO CATALANA OCCIDENTE GESTION DE ACTIVOS, S.A., SGIIC 604.7K €0.31 %as of Dec 31, 2025 ↗
CIMBALARIA, S.A., SICAV BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. 598.2K €0.80 %as of Dec 31, 2025 ↗
GCO GLOBAL 50, FI GRUPO CATALANA OCCIDENTE GESTION DE ACTIVOS, S.A., SGIIC 596.8K €0.41 %as of Dec 31, 2025 ↗
DUX MIXTO VARIABLE, FI ABANTE ASESORES GESTION, SGIIC, S.A. 540.2K €0.64 %as of Dec 31, 2025 ↗

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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