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.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| WELZIA SELECTIVE, FI WELZIA MANAGEMENT, SGIIC, S.A. | 510.2K € | 3.02 % | as of Dec 31, 2025 ↗ | ||
| IBERCAJA FINANCIERO, FI IBERCAJA GESTION, SGIIC, S.A. | 472.4K € | 2.11 % | as of Dec 31, 2025 ↗ | ||
| BANKINTER SOSTENIBILIDAD, FI BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 472.2K € | 0.98 % | as of Dec 31, 2025 ↗ | ||
| WELZIA GLOBAL OPPORTUNITIES, FI WELZIA MANAGEMENT, SGIIC, S.A. | 463K € | 1.91 % | as of Dec 31, 2025 ↗ | ||
| SOLVENTIS EOS, SICAV, S.A. SOLVENTIS S.G.I.I.C., S.A. | 449.2K € | 2.09 % | as of Dec 31, 2025 ↗ | ||
| TESTARROSA 1985, SICAV S.A. MARCH ASSET MANAGEMENT, S.G.I.I.C., S.A.U. | 399.7K € | 4.31 % | as of Dec 31, 2025 ↗ | ||
| BINDEX USA SCREENED ÍNDICE (CUBIERTO), FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 397K € | 0.48 % | as of Dec 31, 2025 ↗ | ||
| DUX INTERNATIONAL STRATEGY, FI ABANTE ASESORES GESTION, SGIIC, S.A. | 372K € | 1.10 % | as of Dec 31, 2025 ↗ | ||
| AURUM RENTA VARIABLE, FI SANTANDER ASSET MANAGEMENT, S.A., SGIIC | 362.2K € | 2.78 % | as of Dec 31, 2025 ↗ | ||
| CLARIZON CAPITAL, FI INVERSIS GESTIÓN, S.A., SGIIC | 295.4K € | 2.33 % | as of Dec 31, 2025 ↗ | ||
| SOLVENTIS EOS RV INTERNACIONAL, FI SOLVENTIS S.G.I.I.C., S.A. | 286.9K € | 1.85 % | as of Dec 31, 2025 ↗ | ||
| RURAL ESTADOS UNIDOS BOLSA, FI GESCOOPERATIVO, S.A., S.G.I.I.C. | 281.3K € | 0.65 % | as of Dec 31, 2025 ↗ | ||
| INVERSABADELL 25, FI SABADELL ASSET MANAGEMENT, S.A., S.G.I.I.C. | 278.4K € | 0.04 % | as of Dec 31, 2025 ↗ | ||
| INVERFINIT DE VALORES, SICAV, S.A. BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 262.2K € | 1.00 % | as of Dec 31, 2025 ↗ | ||
| DB CONSERVADOR, FI DEUTSCHE WEALTH MANAGEMENT SGIIC, S.A. | 244.4K € | 0.08 % | as of Dec 31, 2025 ↗ | ||
| MULTIESTRATEGIA,FI MULTIESTRATEGIA / AFI GLOBAL AFI INVERSIONES GLOBALES, SGIIC, S.A. | 227.1K € | 0.79 % | as of Dec 31, 2025 ↗ | ||
| FINECO INVESTMENT OFFICE, FI FINECO INVESTMENT OFFICE/SCHRODERS G.I.I.C. FINECO, S.A., S.G.I.I.C. | 225.5K € | 0.21 % | as of Dec 31, 2025 ↗ | ||
| INVERSABADELL 50, FI SABADELL ASSET MANAGEMENT, S.A., S.G.I.I.C. | 213.5K € | 0.08 % | as of Dec 31, 2025 ↗ | ||
| RASEC INVERSIONES, S.A., SICAV AMUNDI IBERIA, SGIIC, S.A. | 181.1K € | 0.26 % | as of Dec 31, 2025 ↗ | ||
| RG 27, SICAV S.A. SOLVENTIS S.G.I.I.C., S.A. | 151.5K € | 0.75 % | as of Dec 31, 2025 ↗ | ||
| DUX MIXTO MODERADO, FI ABANTE ASESORES GESTION, SGIIC, S.A. | 135.4K € | 0.38 % | as of Dec 31, 2025 ↗ | ||
| TARFONDO, FI AMUNDI IBERIA, SGIIC, S.A. | 132.3K € | 0.29 % | as of Dec 31, 2025 ↗ | ||
| MISTRAL INVERSIONES 536, SICAV, S.A SANTANDER ASSET MANAGEMENT, S.A., SGIIC | 126K € | 2.96 % | as of Dec 31, 2025 ↗ | ||
| GESIURIS MIXTO INTERNACIONAL FI GESIURIS ASSET MANAGEMENT, SGIIC, S.A. | 126K € | 0.58 % | as of Dec 31, 2025 ↗ | ||
| TRAMONTANA RETORNO ABSOLUTO AUDAZ, FI GVC GAESCO GESTIÓN, SGIIC, S.A. | 107K € | 1.59 % | as of Dec 31, 2025 ↗ | ||
| BANKINTER ETHOS, FI BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 94.4K € | 0.30 % | as of Dec 31, 2025 ↗ | ||
| MONTE ESTORIL SICAV, S.A. AMUNDI IBERIA, SGIIC, S.A. | 87.2K € | 0.34 % | as of Dec 31, 2025 ↗ | ||
| VALERIA VICTRIX INVERSIONES, SICAV, S.A. AMUNDI IBERIA, SGIIC, S.A. | 80K € | 0.40 % | as of Dec 31, 2025 ↗ | ||
| SABADELL PLANIFICACION, FI SABADELL ASSET MANAGEMENT, S.A., S.G.I.I.C. | 79.4K € | 0.04 % | as of Dec 31, 2025 ↗ | ||
| MULTIESTRATEGIA,FI MULTIESTRATEGIA / AFI RENTA VARIABLE AFI INVERSIONES GLOBALES, SGIIC, S.A. | 78.1K € | 2.87 % | as of Dec 31, 2025 ↗ | ||
| ATL CAPITAL CARTERA DINAMICA, FI ATL 12 CAPITAL GESTION S.G.I.I.C, S.A. | 73.1K € | 0.18 % | as of Dec 31, 2025 ↗ | ||
| INVERSABADELL 70, FI SABADELL ASSET MANAGEMENT, S.A., S.G.I.I.C. | 70.6K € | 0.11 % | as of Dec 31, 2025 ↗ | ||
| INVERVULCANO, SICAV, S.A. AMUNDI IBERIA, SGIIC, S.A. | 56.7K € | 0.43 % | as of Dec 31, 2025 ↗ | ||
| GESCONSULT, FI GESCONSULT/GOOD GOVERNANCE RV USA GESCONSULT, S.A., S.G.I.I.C. | 51K € | 1.30 % | as of Dec 31, 2025 ↗ | ||
| CINVEST,FI CINVEST/FUTURE MUNDI GESALCALA, S.A., S.G.I.I.C. | 50.4K € | 3.33 % | as of Dec 31, 2025 ↗ | ||
| ACTIUM DE INVERSIONES, SICAV S.A. AMUNDI IBERIA, SGIIC, S.A. | 45.7K € | 0.47 % | as of Dec 31, 2025 ↗ | ||
| DUX UMBRELLA, FI DUX UMBRELLA/ARAGUI-EGALA DUX INVERSORES, SGIIC, S.A. | 19.8K € | 0.63 % | as of Dec 31, 2025 ↗ | ||
| DUX UMBRELLA, FI DUX UMBRELLA/BOLSAGAR DUX INVERSORES, SGIIC, S.A. | 19.8K € | 0.93 % | as of Dec 31, 2025 ↗ | ||
| INVERAL INVERSIONES, SICAV, S.A. SANTANDER ASSET MANAGEMENT, S.A., SGIIC | 18.9K € | 0.07 % | as of Dec 31, 2025 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1,018 | +12 | 140,825,677 | -3.6 % |
| 2026Q1 | 1,006 | +6 | 146,151,409 | -2.4 % |
| 2025Q4 | 1,000 | -19 | 149,741,063 | -4.8 % |
| 2025Q3 | 1,019 | -55 | 157,215,118 | -2.2 % |
| 2025Q2 | 1,074 | +29 | 160,757,759 | +2.1 % |
| 2025Q1 | 1,045 | -23 | 157,448,957 | +0.2 % |
| 2024Q4 | 1,068 | +1 | 157,135,110 | -3.8 % |
| 2024Q3 | 1,067 | +41 | 163,355,893 | -0.1 % |
| 2024Q2 | 1,026 | +42 | 163,504,226 | +5.7 % |
| 2024Q1 | 984 | +12 | 154,660,518 | -7.6 % |
| 2023Q4 | 972 | 167,369,636 |
Institutional managers
2,861 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Berkshire Hathaway Inc | 151,610,700 | 45.9B $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 41,910,309 | 12.7B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 29,227,721 | 8.8B $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 20,408,323 | 6.1B $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 14,166,474 | 4.3B $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 12,808,752 | 3.9B $ | as of Mar 31, 2026 |
| FMR LLC | 9,264,998 | 2.8B $ | as of Mar 31, 2026 |
| Fisher Asset Management, LLC | 9,250,373 | 2.8B $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 7,354,574 | 2.2B $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 6,992,740 | 2.1M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 6,292,668 | 1.9B $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 5,690,672 | 1.7B $ | as of Mar 31, 2026 |
| Nuveen, LLC | 5,590,781 | 1.7B $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 5,247,405 | 1.6B $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 5,067,655 | 1.6B $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 4,970,588 | 1.5B $ | as of Mar 31, 2026 |
| Artisan Partners Limited Partnership | 4,593,883 | 1.4B $ | as of Mar 31, 2026 |
| UBS Group AG | 4,566,249 | 1.4B $ | as of Mar 31, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,402,839 | 1.3B $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 4,184,979 | 1.3B $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,871,148 | 1.2B $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 3,853,217 | 1.2B $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 3,676,164 | 1.1B $ | as of Mar 31, 2026 |
| Invesco Ltd. | 3,320,485 | 1B $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 3,213,955 | 977M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Capital Management | 5.58 % | 38,301,348 | as 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.
Cite this page
Titelia. "Fund shareholders of American Express Co". https://titelia.com/en/stocks/american-express-co-US0258161092