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
Fidelity U.S. Sustainability Index Fund Fidelity Salem Street Trust 83,13626.9M $0.49 %0.01 %as of Apr 30, 2026 ↗
Nordea Generationsfond 70-tal Nordea Funds Ab 82,674236.3M SEK0.51 %0.01 %as of Mar 31, 2026 ↗
VANGUARD ADVICE SELECT DIVIDEND GROWTH FUND VANGUARD WHITEHALL FUNDS 82,29526.6M $2.52 %0.01 %as of Apr 30, 2026 ↗
Large Cap Equity Fund American Century Mutual Funds, Inc. 82,26026.6M $0.85 %0.01 %as of Apr 30, 2026 ↗
Capital Group Core Balanced ETF Capital Group Core Balanced ETF 81,93524.8M $0.46 %0.01 %as of Mar 31, 2026 ↗
MetLife Stock Index Portfolio Brighthouse Funds Trust II 81,61924.7M $0.29 %0.01 %as of Mar 31, 2026 ↗
Optimum Large Cap Value Fund Optimum Fund Trust 80,13024.2M $1.38 %0.01 %as of Mar 31, 2026 ↗
Transamerica WMC US Growth VP TRANSAMERICA SERIES TRUST 79,85324.2M $0.44 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. 79,06023.9M $1.37 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P 100 Equal Weight ETF Invesco Exchange-Traded Fund Trust 78,05825.2M $1.02 %0.01 %as of Apr 30, 2026 ↗
Invesco S&P 500 GARP ETF Invesco Exchange-Traded Fund Trust 77,14424.9M $1.13 %0.01 %as of Apr 30, 2026 ↗
NEOS S&P 500(R) High Income ETF NEOS ETF Trust 76,22923.1M $0.28 %0.01 %as of Mar 31, 2026 ↗
Fidelity Flex 500 Index Fund Fidelity Concord Street Trust 73,47122.7M $0.28 %0.01 %as of Feb 28, 2026 ↗
THE HARTFORD CAPITAL APPRECIATION FUND HARTFORD MUTUAL FUNDS, INC 72,16123.3M $0.38 %0.01 %as of Apr 30, 2026 ↗
LargeCap Value Fund III Principal Funds, Inc 72,02023.3M $1.03 %0.01 %as of Apr 30, 2026 ↗
The Gabelli Asset Fund Gabelli Asset Fund 71,91521.8M $1.39 %0.01 %as of Mar 31, 2026 ↗
HARTFORD STOCK HLS FUND HARTFORD SERIES FUND INC 71,86021.7M $1.95 %0.01 %as of Mar 31, 2026 ↗
WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust 71,57821.7M $0.38 %0.01 %as of Mar 31, 2026 ↗
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 71,15921.5M $0.08 %0.01 %as of Mar 31, 2026 ↗
NYLIM VP Janus Henderson Balanced Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 70,76021.4M $1.12 %0.01 %as of Mar 31, 2026 ↗
Sterling Capital Equity Income Fund Sterling Capital Funds 70,36721.3M $3.39 %0.01 %as of Mar 31, 2026 ↗
Fidelity Enhanced Large Cap Growth ETF Fidelity Covington Trust 69,39521M $0.45 %0.01 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 69,31321M $0.38 %0.01 %as of Mar 31, 2026 ↗
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 68,01022M $0.28 %0.01 %as of Apr 30, 2026 ↗
Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 67,80620.5M $0.29 %0.01 %as of Mar 31, 2026 ↗
First Trust Growth Strength ETF First Trust Exchange-Traded Fund 67,61620.5M $1.76 %0.01 %as of Mar 31, 2026 ↗
MFS Global Equity Fund MFS Series Trust VI 65,78321.3M $1.41 %0.01 %as of Apr 30, 2026 ↗
Storebrand USA Storebrand Asset Management AS 65,759189.5M SEK0.40 %0.01 %as of Mar 31, 2026 ↗
JPMorgan Hedged Equity 2 Fund JPMorgan Trust IV 65,09919.7M $0.36 %0.01 %as of Mar 31, 2026 ↗
EQ/500 Managed Volatility Portfolio EQ Advisors Trust 64,91019.6M $0.26 %0.01 %as of Mar 31, 2026 ↗
Fidelity Growth Company K6 Fund Fidelity Mt. Vernon Street Trust 64,84220M $0.09 %0.01 %as of Feb 28, 2026 ↗
Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES 64,67719.6M $0.17 %0.01 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 64,25619.4M $0.26 %0.01 %as of Mar 31, 2026 ↗
JNL/JPMorgan U.S. Value Fund JNL Series Trust 61,15018.5M $1.42 %0.01 %as of Mar 31, 2026 ↗
BlackRock Exchange Portfolio BlackRock Funds 61,14118.5M $7.16 %0.01 %as of Mar 31, 2026 ↗
Stock Index Fund VALIC Co I 60,45918.7M $0.28 %0.01 %as of Feb 28, 2026 ↗
iShares Russell Top 200 Value ETF iShares Trust 60,10118.2M $0.53 %0.01 %as of Mar 31, 2026 ↗
Nationwide Fund Nationwide Mutual Funds 59,98319.4M $1.26 %0.01 %as of Apr 30, 2026 ↗
Equity Index Portfolio PACIFIC SELECT FUND 59,71118.1M $0.29 %0.01 %as of Mar 31, 2026 ↗
ProShares UltraPro Dow30 ProShares Trust 59,48818.4M $2.44 %0.01 %as of Feb 28, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 58,82419M $0.20 %0.01 %as of Apr 30, 2026 ↗
iShares MSCI USA Quality GARP ETF iShares Trust 58,42417.7M $1.30 %0.01 %as of Mar 31, 2026 ↗
Storebrand Global Plus Storebrand Asset Management AS 57,452165.5M SEK0.37 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Dividend Growth ETF T. Rowe Price Exchange-Traded Funds, Inc. 55,84916.9M $1.39 %0.01 %as of Mar 31, 2026 ↗
MOA EQUITY INDEX FUND MoA Funds Corp 55,28116.7M $0.29 %0.01 %as of Mar 31, 2026 ↗
First Eagle U.S. Fund First Eagle Funds 54,48317.6M $1.06 %0.01 %as of Apr 30, 2026 ↗
CANTOR FITZGERALD LARGE CAP FOCUSED FUND Cantor Select Portfolios Trust 54,40016.5M $2.69 %0.01 %as of Mar 31, 2026 ↗
Handelsbanken USA Index Criteria Handelsbanken Fonder AB 53,112153M SEK0.35 %0.01 %as of Mar 31, 2026 ↗
NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 53,06416.1M $0.29 %0.01 %as of Mar 31, 2026 ↗
JPMorgan Hedged Equity Laddered Overlay ETF J.P. Morgan Exchange-Traded Fund Trust 52,87117.1M $0.43 %0.01 %as of Apr 30, 2026 ↗
AST Balanced Asset Allocation Portfolio Advanced Series Trust 52,79016M $0.07 %0.01 %as of Mar 31, 2026 ↗
NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust 52,53515.9M $0.29 %0.01 %as of Mar 31, 2026 ↗
AST Large-Cap Equity Portfolio Advanced Series Trust 52,21215.8M $0.89 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs U.S. Equity Dividend and Premium Fund GOLDMAN SACHS TRUST 52,00015.7M $0.45 %0.01 %as of Mar 31, 2026 ↗
Victory Income Stock Fund Victory Portfolios III 51,88816.8M $0.63 %0.01 %as of Apr 30, 2026 ↗
JPMorgan U.S. Large Cap Core Plus Fund JPMorgan Trust I 51,01815.4M $0.47 %0.01 %as of Mar 31, 2026 ↗
EQUITY INDEX FUND GuideStone Funds 50,90015.4M $0.26 %0.01 %as of Mar 31, 2026 ↗
Davis Select Financial ETF Davis Fundamental ETF Trust 50,74816.4M $3.49 %0.01 %as of Apr 30, 2026 ↗
Invesco Main Street All Cap Fund AIM Equity Funds (Invesco Equity Funds) 50,65416.4M $0.96 %0.01 %as of Apr 30, 2026 ↗
Fidelity Series Growth Company Fund Fidelity Mt. Vernon Street Trust 50,60015.6M $0.07 %0.01 %as of Feb 28, 2026 ↗
HARTFORD DIVIDEND AND GROWTH HLS FUND HARTFORD SERIES FUND INC 49,30714.9M $0.47 %0.01 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 48,14714.6M $0.13 %0.01 %as of Mar 31, 2026 ↗
ProShares Ultra Dow30 ProShares Trust 47,93014.8M $2.91 %0.01 %as of Feb 28, 2026 ↗
Nomura Balanced Fund IVY FUNDS 47,48714.4M $0.78 %0.01 %as of Mar 31, 2026 ↗
Destinations Large Cap Equity Fund Brinker Capital Destinations Trust 47,30814.6M $0.42 %0.01 %as of Feb 28, 2026 ↗
Länsförsäkringar USA Index Länsförsäkringar Fondförvaltning AB 47,139135.8M SEK0.35 %0.01 %as of Mar 31, 2026 ↗
BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust 46,11914.9M $0.28 %0.01 %as of Apr 30, 2026 ↗
iShares MSCI World ETF iShares, Inc. 45,11613.9M $0.20 %0.01 %as of Feb 28, 2026 ↗
Swedbank Robur Access Global Swedbank Robur Fonder AB 44,949129.5M SEK0.22 %0.01 %as of Mar 31, 2026 ↗
Nordea Generationsfond 80-tal Nordea Funds Ab 43,957125.6M SEK0.51 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 43,70813.5M $0.25 %0.01 %as of Feb 28, 2026 ↗
U.S. Sector Rotation Fund John Hancock Funds II 43,09813.3M $0.26 %0.01 %as of Feb 28, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 42,90213M $0.17 %0.01 %as of Mar 31, 2026 ↗
ProShares Ultra S&P500 ProShares Trust 42,84713.2M $0.20 %0.01 %as of Feb 28, 2026 ↗
Morningstar U.S. Equity Fund Morningstar Funds Trust 42,14313.6M $0.73 %0.01 %as of Apr 30, 2026 ↗
Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds 41,45813.4M $0.28 %0.01 %as of Apr 30, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 41,42012.5M $0.36 %0.01 %as of Mar 31, 2026 ↗
U.S. High Relative Profitability Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 41,39813.4M $0.22 %0.01 %as of Apr 30, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 41,29312.8M $0.26 %0.01 %as of Feb 28, 2026 ↗
JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust 41,23513.3M $0.61 %0.01 %as of Apr 30, 2026 ↗
HARTFORD CAPITAL APPRECIATION HLS FUND HARTFORD SERIES FUND INC 41,14612.4M $0.37 %0.01 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 41,08712.4M $0.15 %0.01 %as of Mar 31, 2026 ↗
Xtrackers MSCI USA Climate Action Equity ETF DBX ETF Trust 40,46412.5M $0.45 %0.01 %as of Feb 27, 2026 ↗
Venerable Large Cap Index Fund Venerable Variable Insurance Trust 40,23512.2M $0.28 %0.01 %as of Mar 31, 2026 ↗
PACE Large Co Value Equity Investments PACE SELECT ADVISORS TRUST 40,22013M $1.66 %0.01 %as of Apr 30, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT CO 39,84212.9M $0.43 %0.01 %as of Apr 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 39,73412.8M $0.24 %0.01 %as of Apr 30, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 39,72212.3M $0.34 %0.01 %as of Feb 28, 2026 ↗
Calamos Growth & Income Fund CALAMOS INVESTMENT TRUST/IL 39,47012.8M $0.38 %0.01 %as of Apr 30, 2026 ↗
VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 39,37412.2M $0.19 %0.01 %as of Feb 28, 2026 ↗
Handelsbanken Developed Markets Index Criteria Handelsbanken Fonder AB 39,197112.9M SEK0.24 %0.01 %as of Mar 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 39,17911.9M $0.27 %0.01 %as of Mar 31, 2026 ↗
Swedbank Robur Transfer 80 Swedbank Robur Fonder AB 39,170112.9M SEK0.12 %0.01 %as of Mar 31, 2026 ↗
SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST 39,12012.6M $1.02 %0.01 %as of Apr 30, 2026 ↗
SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 39,11812.1M $0.28 %0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 38,44111.9M $0.28 %0.01 %as of Feb 28, 2026 ↗
Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 38,14211.8M $0.27 %0.01 %as of Feb 28, 2026 ↗
Avanza Global Avanza Fonder AB 38,100109.8M SEK0.26 %0.01 %as of Mar 31, 2026 ↗
Shelton Equity Income Fund SHELTON FUNDS 38,00011.7M $1.11 %0.01 %as of Feb 28, 2026 ↗
SA JPMorgan Large Cap Core Portfolio SUNAMERICA SERIES TRUST 37,87312.2M $2.31 %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