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
Voya VACS Index Series S Portfolio Voya Investors Trust 37,73511.4M $0.28 %0.01 %as of Mar 31, 2026 ↗
Transamerica US Growth TRANSAMERICA FUNDS 37,64212.2M $0.42 %0.01 %as of Apr 30, 2026 ↗
Nordea Generationsfond 60-tal Nordea Funds Ab 37,100106M SEK0.22 %0.01 %as of Mar 31, 2026 ↗
Storebrand Global All Countries Storebrand Asset Management AS 36,619105.5M SEK0.23 %0.01 %as of Mar 31, 2026 ↗
Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust 36,22811.7M $0.20 %0.01 %as of Apr 30, 2026 ↗
AST Large-Cap Value Portfolio Advanced Series Trust 36,13510.9M $0.29 %0.01 %as of Mar 31, 2026 ↗
VOYA CORPORATE LEADERS(R) 100 FUND Voya Equity Trust 35,18110.9M $0.82 %0.01 %as of Feb 28, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 35,04111.3M $0.25 %0.01 %as of Apr 30, 2026 ↗
AST Aggressive Asset Allocation Portfolio Advanced Series Trust 35,02710.6M $0.10 %0.01 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 34,84710.8M $0.24 %0.01 %as of Feb 28, 2026 ↗
Touchstone Strategic Trust-Touchstone Value Fund Touchstone Strategic Trust 34,75510.5M $1.86 %0.01 %as of Mar 31, 2026 ↗
Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 34,23310.6M $0.15 %0.01 %as of Feb 28, 2026 ↗
Dividend Growth Portfolio PACIFIC SELECT FUND 33,78510.2M $1.41 %0.01 %as of Mar 31, 2026 ↗
SA JPMorgan Equity-Income Portfolio SUNAMERICA SERIES TRUST 33,64610.9M $1.40 %0.00 %as of Apr 30, 2026 ↗
Victory Growth & Income Fund Victory Portfolios III 33,44310.8M $0.49 %0.00 %as of Apr 30, 2026 ↗
Aptus Collared Investment Opportunity ETF ETF Series Solutions 33,26610.7M $0.47 %0.00 %as of Apr 30, 2026 ↗
T. Rowe Price Balanced Fund, Inc. T. Rowe Price Balanced Fund, Inc. 33,15910M $0.20 %0.00 %as of Mar 31, 2026 ↗
ProShares Ultra Financials ProShares Trust 32,84310.1M $1.44 %0.00 %as of Feb 28, 2026 ↗
BlackRock Sustainable Aware Advantage Large Cap Core Fund BlackRock Funds 32,49410M $0.97 %0.00 %as of Feb 28, 2026 ↗
Nordea Stratega 70 Nordea Funds Ab 32,22692.1M SEK0.39 %0.00 %as of Mar 31, 2026 ↗
First Trust Dow 30 Equal Weight ETF First Trust Exchange-Traded Fund 32,1869.7M $3.38 %0.00 %as of Mar 31, 2026 ↗
Transamerica JPMorgan Enhanced Index VP TRANSAMERICA SERIES TRUST 32,1719.7M $0.38 %0.00 %as of Mar 31, 2026 ↗
MFS Equity Income Fund MFS SERIES TRUST VII 32,13410.4M $1.31 %0.00 %as of Apr 30, 2026 ↗
First Eagle Global Equity ETF RBB Fund Trust 31,9579.9M $0.65 %0.00 %as of Feb 28, 2026 ↗
Xtrackers S&P 500 Scored & Screened ETF DBX ETF Trust 31,9169.9M $0.42 %0.00 %as of Feb 27, 2026 ↗
Payden Equity Income Fund PAYDEN & RYGEL INVESTMENT GROUP 31,90010.3M $0.96 %0.00 %as of Apr 30, 2026 ↗
JPMorgan Hedged Equity 3 Fund JPMorgan Trust IV 31,6749.6M $0.37 %0.00 %as of Mar 31, 2026 ↗
iShares Climate Conscious & Transition MSCI USA ETF iShares Trust 31,6079.8M $0.45 %0.00 %as of Feb 28, 2026 ↗
SEB USA Exposure SEB Funds AB 31,51890.8M SEK0.34 %0.00 %as of Mar 31, 2026 ↗
Large Capital Growth Fund VALIC Co I 31,0919.6M $1.22 %0.00 %as of Feb 28, 2026 ↗
Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS 30,9139.4M $0.29 %0.00 %as of Mar 31, 2026 ↗
Large-Cap Value Portfolio PACIFIC SELECT FUND 30,8149.3M $1.49 %0.00 %as of Mar 31, 2026 ↗
iShares Paris-Aligned Climate Optimized MSCI USA ETF iShares Trust 30,6999.5M $0.42 %0.00 %as of Feb 28, 2026 ↗
MML Equity Fund MML Series Investment Fund II 30,4009.2M $1.02 %0.00 %as of Mar 31, 2026 ↗
abrdn U.S. Sustainable Leaders Fund abrdn Funds 30,3629.8M $3.12 %0.00 %as of Apr 30, 2026 ↗
Provident Trust Strategy Fund Provident Mutual Funds, Inc. 30,1719.1M $4.79 %0.00 %as of Mar 31, 2026 ↗
Amplify Digital Payments ETF Amplify ETF Trust 30,1489.1M $5.62 %0.00 %as of Mar 31, 2026 ↗
iShares U.S. Equity Factor ETF iShares Trust 29,9209.7M $0.30 %0.00 %as of Apr 30, 2026 ↗
Swedbank Robur Access USA Swedbank Robur Fonder AB 29,75985.8M SEK0.28 %0.00 %as of Mar 31, 2026 ↗
iShares ESG Advanced MSCI USA ETF iShares Trust 29,5989.1M $0.75 %0.00 %as of Feb 28, 2026 ↗
SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST 28,8959.3M $0.28 %0.00 %as of Apr 30, 2026 ↗
Invesco Dow Jones Industrial Average Dividend ETF Invesco Exchange-Traded Fund Trust 28,8949.3M $2.05 %0.00 %as of Apr 30, 2026 ↗
AST Large-Cap Growth Portfolio Advanced Series Trust 28,7448.7M $0.12 %0.00 %as of Mar 31, 2026 ↗
LVIP JPMorgan U.S. Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 28,7398.7M $2.40 %0.00 %as of Mar 31, 2026 ↗
Fidelity Quality Factor ETF Fidelity Covington Trust 28,5749.2M $0.68 %0.00 %as of Apr 30, 2026 ↗
JPMorgan U.S. GARP Equity Fund JPMorgan Trust I 28,3218.6M $0.47 %0.00 %as of Mar 31, 2026 ↗
BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. 27,9398.5M $0.29 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta U.S. Equity ETF Goldman Sachs ETF Trust 27,8598.6M $0.29 %0.00 %as of Feb 28, 2026 ↗
Pacer Trendpilot US Large Cap ETF Pacer Funds Trust 27,8429M $0.28 %0.00 %as of Apr 30, 2026 ↗
Nomura VIP Core Equity Series Ivy Variable Insurance Portfolios 27,8148.4M $1.30 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. 27,6398.4M $0.36 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Covered Call ETF GLOBAL X FUNDS 27,3908.8M $0.28 %0.00 %as of Apr 30, 2026 ↗
Skandia Global Exponering Skandia Fonder AB 27,30078.7M SEK0.25 %0.00 %as of Mar 31, 2026 ↗
Columbia Large Cap Index Fund COLUMBIA FUNDS SERIES TRUST 27,1808.4M $0.28 %0.00 %as of Feb 28, 2026 ↗
JNL Multi-Manager U.S. Select Equity Fund JNL Series Trust 27,1258.2M $0.58 %0.00 %as of Mar 31, 2026 ↗
Nordea Stratega 35 Nordea Funds Ab 26,83076.7M SEK0.19 %0.00 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST 26,7348.6M $0.18 %0.00 %as of Apr 30, 2026 ↗
Länsförsäkringar Mix Vision Länsförsäkringar Fondförvaltning AB 26,68276.9M SEK0.60 %0.00 %as of Mar 31, 2026 ↗
Rockefeller Global Equity ETF Tidal Trust III 26,4268.5M $1.07 %0.00 %as of Apr 30, 2026 ↗
The Gabelli Value 25 Fund Inc. Gabelli Value 25 Fund Inc 26,3008M $3.33 %0.00 %as of Mar 31, 2026 ↗
Cambiar Opportunity Fund ADVISORS' INNER CIRCLE FUND 26,0008.4M $2.56 %0.00 %as of Apr 30, 2026 ↗
Avantis U.S. Large Cap Value Fund American Century ETF Trust 25,7067.9M $1.11 %0.00 %as of Feb 28, 2026 ↗
World Selection Index Fund Northern Funds 25,5547.7M $0.40 %0.00 %as of Mar 31, 2026 ↗
U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 25,4728.2M $0.32 %0.00 %as of Apr 30, 2026 ↗
John Hancock Disciplined Value Select ETF John Hancock Exchange-Traded Fund Trust 25,1377.6M $1.56 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust 25,1057.6M $0.24 %0.00 %as of Mar 31, 2026 ↗
ProShares UltraPro S&P500 ProShares Trust 24,9237.7M $0.17 %0.00 %as of Feb 28, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 24,8707.5M $0.26 %0.00 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 24,8478M $0.34 %0.00 %as of Apr 30, 2026 ↗
iShares Morningstar Growth ETF iShares Trust 24,7538M $0.27 %0.00 %as of Apr 30, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 24,7217.5M $0.14 %0.00 %as of Mar 31, 2026 ↗
Transamerica Janus Balanced VP TRANSAMERICA SERIES TRUST 24,7087.5M $0.97 %0.00 %as of Mar 31, 2026 ↗
Eventide Large Cap Focus Fund MUTUAL FUND SERIES TRUST 24,5807.4M $4.40 %0.00 %as of Mar 31, 2026 ↗
VOYA U.S. STOCK INDEX PORTFOLIO Voya Investors Trust 24,5517.4M $0.28 %0.00 %as of Mar 31, 2026 ↗
NVIT J.P. Morgan Equity and Options Total Return Fund Nationwide Variable Insurance Trust 24,3447.4M $1.09 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes Muni and Stock Advantage Fund Federated Hermes Income Securities Trust 24,1427.8M $0.54 %0.00 %as of Apr 30, 2026 ↗
Invesco Global Core Equity Fund AIM Funds Group (Invesco Funds Group) 24,0107.3M $1.24 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 23,9467.7M $0.37 %0.00 %as of Apr 30, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 23,7567.2M $0.39 %0.00 %as of Mar 31, 2026 ↗
Zacks Earnings Consistent Portfolio ETF Zacks Trust 23,6637.3M $2.36 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 23,6117.1M $0.13 %0.00 %as of Mar 31, 2026 ↗
Calamos Growth Fund CALAMOS INVESTMENT TRUST/IL 23,6007.6M $0.45 %0.00 %as of Apr 30, 2026 ↗
AZL S&P 500 Index Fund Allianz Variable Insurance Products Trust 23,2057M $0.29 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon S&P 500 Index Fund BNY MELLON INDEX FUNDS, INC. 23,1937.5M $0.28 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF SPDR SERIES TRUST 23,1557M $0.30 %0.00 %as of Mar 31, 2026 ↗
Unusual Whales Subversive Democratic Trading ETF Tidal Trust I 23,1207M $2.93 %0.00 %as of Mar 31, 2026 ↗
Bretton Fund PFS FUNDS 23,1007M $6.24 %0.00 %as of Mar 31, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 23,0457.4M $0.26 %0.00 %as of Apr 30, 2026 ↗
Nordea Stratega 50 Nordea Funds Ab 22,95765.6M SEK0.28 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 22,7657.4M $0.25 %0.00 %as of Apr 30, 2026 ↗
Invesco V.I. Core Equity Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 22,3066.7M $0.96 %0.00 %as of Mar 31, 2026 ↗
Columbia Variable Portfolio - Large Cap Index Fund Columbia Funds Variable Series Trust II 22,1806.7M $0.29 %0.00 %as of Mar 31, 2026 ↗
LargeCap S&P 500 Index Account Principal Variable Contract Funds, Inc 22,1386.7M $0.29 %0.00 %as of Mar 31, 2026 ↗
iShares Russell Top 200 ETF iShares Trust 21,9466.6M $0.35 %0.00 %as of Mar 31, 2026 ↗
ATM Large Cap Managed Volatility Portfolio EQ Advisors Trust 21,4616.5M $0.26 %0.00 %as of Mar 31, 2026 ↗
Global X Dow 30 Covered Call ETF GLOBAL X FUNDS 21,1136.8M $4.03 %0.00 %as of Apr 30, 2026 ↗
The U.S. Equity Portfolio HC Capital Trust 20,8556.3M $0.34 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. 20,8156.3M $0.16 %0.00 %as of Mar 31, 2026 ↗
NVIT BNY Mellon Dynamic U.S. Core Fund Nationwide Variable Insurance Trust 20,7186.3M $0.27 %0.00 %as of Mar 31, 2026 ↗
Columbia U.S. Equity Income ETF Columbia ETF Trust I 20,6726.7M $2.42 %0.00 %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