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
Nuveen Large Cap Growth Fund TIAA-CREF Funds 217,56770.3M $1.10 %0.03 %as of Apr 30, 2026 ↗
Franklin Equity Income Fund Franklin Investors Securities Trust 215,00069.5M $1.44 %0.03 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund 214,09064.8M $0.19 %0.03 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 211,16265.2M $0.35 %0.03 %as of Feb 28, 2026 ↗
Nuveen Large Cap Responsible Equity Fund TIAA-CREF Funds 206,38266.7M $1.03 %0.03 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST 202,04261.1M $0.19 %0.03 %as of Mar 31, 2026 ↗
Fidelity Growth Company Fund Fidelity Mt. Vernon Street Trust 201,73562.3M $0.08 %0.03 %as of Feb 28, 2026 ↗
State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST 197,33259.7M $0.28 %0.03 %as of Mar 31, 2026 ↗
Vistashares Target 15 Berkshire Select Income ETF Tidal Trust III 193,51562.5M $8.35 %0.03 %as of Apr 30, 2026 ↗
Fidelity Advisor New Insights Fund Fidelity Contrafund 187,75156.8M $0.24 %0.03 %as of Mar 31, 2026 ↗
Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST 186,19456.3M $0.18 %0.03 %as of Mar 31, 2026 ↗
iShares ESG Aware MSCI USA ETF iShares Trust 182,97756.5M $0.36 %0.03 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 177,27754.8M $0.22 %0.03 %as of Feb 28, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 172,01055.6M $0.18 %0.03 %as of Apr 30, 2026 ↗
Dimensional US High Profitability ETF Dimensional ETF Trust 171,39155.4M $0.49 %0.03 %as of Apr 30, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 170,99355.2M $0.26 %0.03 %as of Apr 30, 2026 ↗
Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO 170,41755.1M $0.46 %0.03 %as of Apr 30, 2026 ↗
FT Vest Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 169,52154.8M $1.78 %0.03 %as of Apr 30, 2026 ↗
VIP Index 500 Portfolio Variable Insurance Products Fund II 169,02651.1M $0.29 %0.03 %as of Mar 31, 2026 ↗
Brighthouse/Wellington Core Equity Opportunities Portfolio Brighthouse Funds Trust II 168,20150.9M $1.95 %0.02 %as of Mar 31, 2026 ↗
Victory 500 Index Fund Victory Portfolios III 163,86152.9M $0.35 %0.02 %as of Apr 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 162,77552.6M $0.26 %0.02 %as of Apr 30, 2026 ↗
JNL/Mellon Dow Index Fund JNL Series Trust 161,55048.9M $3.99 %0.02 %as of Mar 31, 2026 ↗
iShares U.S. Financial Services ETF iShares Trust 160,00651.7M $2.57 %0.02 %as of Apr 30, 2026 ↗
Stock Index Fund Northern Funds 158,19247.8M $0.29 %0.02 %as of Mar 31, 2026 ↗
JNL/T. Rowe Price Value Fund JNL Series Trust 157,94047.8M $1.16 %0.02 %as of Mar 31, 2026 ↗
Large-Cap Core Portfolio PACIFIC SELECT FUND 157,81447.7M $2.40 %0.02 %as of Mar 31, 2026 ↗
THRIVENT LARGE CAP GROWTH FUND Thrivent Mutual Funds 157,00950.7M $1.16 %0.02 %as of Apr 30, 2026 ↗
Select Fund American Century Mutual Funds, Inc. 156,00050.4M $0.79 %0.02 %as of Apr 30, 2026 ↗
JNL/Mellon S&P 500 Index Fund JNL Series Trust 153,52746.4M $0.29 %0.02 %as of Mar 31, 2026 ↗
NVIT J.P. Morgan U.S. Equity Fund Nationwide Variable Insurance Trust 149,57545.2M $2.40 %0.02 %as of Mar 31, 2026 ↗
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 148,66648M $0.27 %0.02 %as of Apr 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 147,63447.7M $0.36 %0.02 %as of Apr 30, 2026 ↗
Nomura Core Equity Fund IVY FUNDS 147,03444.5M $1.31 %0.02 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 146,29244.3M $0.26 %0.02 %as of Mar 31, 2026 ↗
MFS Value Portfolio Brighthouse Funds Trust II 146,24844.2M $1.75 %0.02 %as of Mar 31, 2026 ↗
U.S. Global Leaders Growth Fund John Hancock Capital Series 144,78046.8M $3.70 %0.02 %as of Apr 30, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 144,47243.7M $0.18 %0.02 %as of Mar 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 144,45346.7M $2.11 %0.02 %as of Apr 30, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 140,21045.3M $0.36 %0.02 %as of Apr 30, 2026 ↗
JPMorgan Active Value ETF J.P. Morgan Exchange-Traded Fund Trust 137,89241.7M $0.70 %0.02 %as of Mar 31, 2026 ↗
iShares U.S. Industrials ETF iShares Trust 135,76343.9M $2.20 %0.02 %as of Apr 30, 2026 ↗
Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust 135,61243.8M $0.28 %0.02 %as of Apr 30, 2026 ↗
Principal Capital Appreciation Fund Principal Funds, Inc 131,14342.4M $0.83 %0.02 %as of Apr 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 130,99340.5M $0.36 %0.02 %as of Feb 28, 2026 ↗
JPMorgan U.S. Research Enhanced Equity Fund JPMorgan Trust I 127,76538.6M $0.38 %0.02 %as of Mar 31, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 126,01240.7M $0.36 %0.02 %as of Apr 30, 2026 ↗
iShares U.S. Thematic Rotation Active ETF BlackRock ETF Trust 125,84840.7M $0.49 %0.02 %as of Apr 30, 2026 ↗
Länsförsäkringar Global Vision Länsförsäkringar Fondförvaltning AB 125,286361M SEK1.57 %0.02 %as of Mar 31, 2026 ↗
LVIP MFS Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 124,18837.6M $1.75 %0.02 %as of Mar 31, 2026 ↗
U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC 121,75939.3M $0.28 %0.02 %as of Apr 30, 2026 ↗
THRIVENT LARGE CAP GROWTH PORTFOLIO Thrivent Series Fund, Inc. 120,57036.5M $1.28 %0.02 %as of Mar 31, 2026 ↗
TAX-MANAGED GROWTH PORTFOLIO Tax-Managed Growth Portfolio 120,07336.3M $0.59 %0.02 %as of Mar 31, 2026 ↗
EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 119,92836.3M $0.29 %0.02 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 119,74737M $0.32 %0.02 %as of Feb 28, 2026 ↗
JPMorgan Equity Index Fund JPMorgan Trust II 118,33635.8M $0.29 %0.02 %as of Mar 31, 2026 ↗
Nuveen S&P 500 Index Fund TIAA-CREF Funds 117,46637.9M $0.28 %0.02 %as of Apr 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 115,85435.8M $0.24 %0.02 %as of Feb 28, 2026 ↗
MFS Value Series MFS VARIABLE INSURANCE TRUST 114,33334.6M $1.76 %0.02 %as of Mar 31, 2026 ↗
LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 114,25034.6M $0.29 %0.02 %as of Mar 31, 2026 ↗
JPMorgan Value Advantage Fund JPMorgan Trust I 113,62834.4M $0.42 %0.02 %as of Mar 31, 2026 ↗
LargeCap S&P 500 Index Fund Principal Funds, Inc 112,77036.4M $0.28 %0.02 %as of Apr 30, 2026 ↗
Variable Portfolio - Partners Core Equity Fund Columbia Funds Variable Series Trust II 112,54234M $1.65 %0.02 %as of Mar 31, 2026 ↗
Handelsbanken Global Index Criteria Handelsbanken Fonder AB 111,417321M SEK0.22 %0.02 %as of Mar 31, 2026 ↗
iShares Russell Top 200 Growth ETF iShares Trust 110,95733.6M $0.23 %0.02 %as of Mar 31, 2026 ↗
EQ/Equity 500 Index Portfolio EQ Advisors Trust 110,93233.6M $0.29 %0.02 %as of Mar 31, 2026 ↗
American Beacon Large Cap Value Fund AMERICAN BEACON FUNDS 110,76535.8M $1.19 %0.02 %as of Apr 30, 2026 ↗
Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB 110,519318.5M SEK0.26 %0.02 %as of Mar 31, 2026 ↗
ClearBridge Large Cap Value Fund Legg Mason Partners Investment Trust 109,74735.5M $1.49 %0.02 %as of Apr 30, 2026 ↗
Invesco Rising Dividends Fund AIM Equity Funds (Invesco Equity Funds) 109,21435.3M $1.03 %0.02 %as of Apr 30, 2026 ↗
500 Index Trust John Hancock Variable Insurance Trust 109,06533M $0.28 %0.02 %as of Mar 31, 2026 ↗
Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL 109,05535.2M $0.20 %0.02 %as of Apr 30, 2026 ↗
Multi-Manager Value Strategies Fund Columbia Funds Series Trust II 107,31833.2M $0.59 %0.02 %as of Feb 28, 2026 ↗
T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. 106,90132.3M $0.21 %0.02 %as of Mar 31, 2026 ↗
Nuveen Large Cap Growth Index Fund TIAA-CREF Funds 106,36234.4M $0.18 %0.02 %as of Apr 30, 2026 ↗
Fidelity Series Opportunistic Insights Fund Fidelity Contrafund 106,04832.1M $0.24 %0.02 %as of Mar 31, 2026 ↗
Invesco Charter Fund AIM Equity Funds (Invesco Equity Funds) 105,81934.2M $0.93 %0.02 %as of Apr 30, 2026 ↗
Asset Allocation Fund AMERICAN FUNDS INSURANCE SERIES 104,98131.8M $0.12 %0.02 %as of Mar 31, 2026 ↗
VANGUARD MEGA CAP INDEX FUND VANGUARD WORLD FUND 104,29532.2M $0.31 %0.02 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 102,57231M $0.26 %0.02 %as of Mar 31, 2026 ↗
Direxion Daily Financial Bull 3X Shares Direxion Shares ETF Trust 102,46333.1M $1.68 %0.02 %as of Apr 30, 2026 ↗
Fidelity Enhanced Large Cap Core ETF Fidelity Covington Trust 100,76030.5M $0.48 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 100,03432.3M $0.28 %0.01 %as of Apr 30, 2026 ↗
Victory Pioneer Disciplined Growth Fund Victory Portfolios IV 98,83430.5M $1.42 %0.01 %as of Feb 28, 2026 ↗
Davis Financial Fund DAVIS SERIES INC 98,71229.9M $2.71 %0.01 %as of Mar 31, 2026 ↗
Columbia Balanced Fund COLUMBIA FUNDS SERIES TRUST I 97,86830.2M $0.30 %0.01 %as of Feb 28, 2026 ↗
Nuveen ESG Large-Cap Value ETF NuShares ETF Trust 97,05931.4M $1.51 %0.01 %as of Apr 30, 2026 ↗
Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust 96,85129.3M $0.39 %0.01 %as of Mar 31, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 95,82029M $2.14 %0.01 %as of Mar 31, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 94,85229.3M $0.29 %0.01 %as of Feb 28, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 93,74130.3M $0.36 %0.01 %as of Apr 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 92,85428.7M $0.01 %0.01 %as of Feb 28, 2026 ↗
iShares ESG Optimized MSCI USA ETF iShares Trust 92,09429.8M $0.78 %0.01 %as of Apr 30, 2026 ↗
PSF Stock Index Portfolio Prudential Series Fund 90,45027.4M $0.28 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 90,39927.9M $0.26 %0.01 %as of Feb 28, 2026 ↗
Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II 89,13027.5M $0.33 %0.01 %as of Feb 28, 2026 ↗
Brown Advisory - Beutel Goodman Large-Cap Value Fund Brown Advisory Funds 87,05126.3M $2.63 %0.01 %as of Mar 31, 2026 ↗
Empower S&P 500 Index Fund EMPOWER FUNDS, INC. 86,86926.3M $0.29 %0.01 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 85,74527.7M $0.23 %0.01 %as of Apr 30, 2026 ↗
iShares ESG MSCI KLD 400 ETF iShares Trust 84,06927.2M $0.53 %0.01 %as of Apr 30, 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