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
U.S. Socially Responsible Fund VALIC Co I 20,3176.3M $1.33 %0.00 %as of Feb 28, 2026 ↗
THRIVENT LARGE CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 20,2736.1M $0.29 %0.00 %as of Mar 31, 2026 ↗
Defensive Market Strategies Fund GuideStone Funds 20,2556.1M $0.52 %0.00 %as of Mar 31, 2026 ↗
iShares Global Financials ETF iShares Trust 20,2076.1M $1.18 %0.00 %as of Mar 31, 2026 ↗
Invesco MSCI North America Climate ETF Invesco Exchange-Traded Fund Trust II 19,7716.1M $0.49 %0.00 %as of Feb 28, 2026 ↗
Boston Trust Asset Management Fund Boston Trust Walden Funds 19,7506M $1.20 %0.00 %as of Mar 31, 2026 ↗
Innovator Equity Managed Floor ETF Innovator ETFs Trust 19,7406.4M $0.39 %0.00 %as of Apr 30, 2026 ↗
SPP Generation 70-tal Storebrand Asset Management AS 19,64656.6M SEK0.17 %0.00 %as of Mar 31, 2026 ↗
ETC 6 Meridian Hedged Equity-Index Option Strategy ETF EXCHANGE TRADED CONCEPTS TRUST 19,6146.1M $1.09 %0.00 %as of Feb 28, 2026 ↗
Franklin Systematic Style Premia ETF Franklin Templeton ETF Trust 19,5915.9M $0.87 %0.00 %as of Mar 31, 2026 ↗
UBS US Dividend Ruler Fund UBS FUNDS 19,5685.9M $2.68 %0.00 %as of Mar 31, 2026 ↗
MM S&P 500 Index Fund MASSMUTUAL SELECT FUNDS 19,5125.9M $0.29 %0.00 %as of Mar 31, 2026 ↗
BlackRock Balanced Fund, Inc. BlackRock Balanced Fund, Inc. 19,4186M $0.34 %0.00 %as of Feb 27, 2026 ↗
Invesco V.I. Main Street Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 18,8045.7M $1.16 %0.00 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 18,5636M $0.24 %0.00 %as of Apr 30, 2026 ↗
iShares ESG MSCI USA Leaders ETF iShares Trust 18,5315.7M $0.55 %0.00 %as of Feb 28, 2026 ↗
Schwab Large-Cap Growth Fund SCHWAB CAPITAL TRUST 18,4055.9M $1.00 %0.00 %as of Apr 30, 2026 ↗
Capital Appreciation Fund VALIC Co I 18,3755.7M $1.55 %0.00 %as of Feb 28, 2026 ↗
Select FinTech Portfolio Fidelity Select Portfolios 18,3265.7M $6.74 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 18,3105.7M $0.26 %0.00 %as of Feb 28, 2026 ↗
GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 18,2875.5M $0.36 %0.00 %as of Mar 31, 2026 ↗
Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust 18,2045.5M $0.21 %0.00 %as of Mar 31, 2026 ↗
NYLIM VP Dimensional U.S. Equity Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 18,0445.5M $0.59 %0.00 %as of Mar 31, 2026 ↗
Horizon Multi-Factor U.S. Equity Fund Horizon Funds 17,9155.5M $0.75 %0.00 %as of Feb 28, 2026 ↗
JPMorgan Global Allocation Fund JPMorgan Trust I 17,8525.8M $0.21 %0.00 %as of Apr 30, 2026 ↗
NYLI S&P 500 Index Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 17,4345.6M $0.27 %0.00 %as of Apr 30, 2026 ↗
Deutsche DWS Equity 500 Index Portfolio DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO 17,2545.2M $0.29 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 16,9995.1M $0.35 %0.00 %as of Mar 31, 2026 ↗
ETC 6 Meridian Mega Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST 16,9195.2M $1.13 %0.00 %as of Feb 28, 2026 ↗
BlackRock Tactical Opportunities Fund BlackRock Funds 16,8505.4M $0.11 %0.00 %as of Apr 30, 2026 ↗
MML Focused Equity Fund MML SERIES INVESTMENT FUND 16,8235.1M $2.51 %0.00 %as of Mar 31, 2026 ↗
Swedbank Robur Transfer 60 Swedbank Robur Fonder AB 16,64748M SEK0.11 %0.00 %as of Mar 31, 2026 ↗
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 16,4035.1M $1.13 %0.00 %as of Feb 28, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 16,2125M $0.26 %0.00 %as of Feb 28, 2026 ↗
Nationwide S&P 500 Index Fund Nationwide Mutual Funds 16,0655.2M $0.28 %0.00 %as of Apr 30, 2026 ↗
Fundamental Large Cap Value Trust John Hancock Variable Insurance Trust 16,0604.9M $0.60 %0.00 %as of Mar 31, 2026 ↗
MFS Active Value ETF MFS Active Exchange Traded Funds Trust 15,9984.9M $1.74 %0.00 %as of Feb 28, 2026 ↗
Fidelity Momentum Factor ETF Fidelity Covington Trust 15,9835.2M $0.61 %0.00 %as of Apr 30, 2026 ↗
EQ/Large Cap Growth Index Portfolio EQ Advisors Trust 15,8284.8M $0.19 %0.00 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 15,8114.8M $0.26 %0.00 %as of Mar 31, 2026 ↗
AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust 15,8114.8M $0.23 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS 15,4084.7M $0.33 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Rising Dividend Growth Fund GOLDMAN SACHS TRUST 15,3505M $1.23 %0.00 %as of Apr 30, 2026 ↗
Invesco S&P 500 High Beta ETF Invesco Exchange-Traded Fund Trust II 15,2844.7M $0.74 %0.00 %as of Feb 28, 2026 ↗
VictoryShares WestEnd US Sector ETF Victory Portfolios II 15,2814.6M $0.58 %0.00 %as of Mar 31, 2026 ↗
SPP Generation 60-tal Storebrand Asset Management AS 15,17343.7M SEK0.09 %0.00 %as of Mar 31, 2026 ↗
Lysa Global Equity Broad Lysa Fonder AB 15,15543.7M SEK0.21 %0.00 %as of Mar 31, 2026 ↗
Victory Value Fund Victory Portfolios III 15,1194.9M $0.34 %0.00 %as of Apr 30, 2026 ↗
Impax Ellevate Global Women's Leadership Fund IMPAX FUNDS SERIES TRUST III 15,0454.6M $0.77 %0.00 %as of Mar 31, 2026 ↗
CTIVP - Wellington Large Cap Value Fund Columbia Funds Variable Series Trust II 15,0414.5M $0.46 %0.00 %as of Mar 31, 2026 ↗
BlackRock Advantage Large Cap Growth Fund BlackRock Funds 14,8684.6M $0.28 %0.00 %as of Feb 27, 2026 ↗
State Street S&P 500 Index Fund SSGA FUNDS 14,7724.6M $0.28 %0.00 %as of Feb 28, 2026 ↗
Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust 14,7184.8M $0.18 %0.00 %as of Apr 30, 2026 ↗
Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust 14,5534.4M $0.29 %0.00 %as of Mar 31, 2026 ↗
DWS Enhanced Core Equity Fund DEUTSCHE DWS INVESTMENT TRUST 14,5414.5M $1.58 %0.00 %as of Feb 28, 2026 ↗
ActivePassive U.S. Equity ETF Trust for Professional Managers 14,5384.5M $0.20 %0.00 %as of Feb 28, 2026 ↗
Balanced Fund American Century Mutual Funds, Inc. 14,5194.7M $0.52 %0.00 %as of Apr 30, 2026 ↗
SFT Index 500 Fund Securian Funds Trust 14,5104.4M $0.29 %0.00 %as of Mar 31, 2026 ↗
MassMutual Diversified Value Fund MASSMUTUAL SELECT FUNDS 14,5004.4M $1.00 %0.00 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 14,4764.7M $0.23 %0.00 %as of Apr 30, 2026 ↗
WisdomTree U.S. LargeCap Fund WisdomTree Trust 14,3674.3M $0.32 %0.00 %as of Mar 31, 2026 ↗
Invesco S&P 500 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 14,3664.4M $0.30 %0.00 %as of Feb 28, 2026 ↗
T. Rowe Price U.S. Equity Research ETF T. Rowe Price Exchange-Traded Funds, Inc. 14,3494.3M $0.21 %0.00 %as of Mar 31, 2026 ↗
Invesco V.I. Discovery Large Cap Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 14,2844.3M $1.06 %0.00 %as of Mar 31, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 14,2764.3M $0.03 %0.00 %as of Mar 31, 2026 ↗
Green Century Equity Fund GREEN CENTURY FUNDS 14,2504.6M $0.59 %0.00 %as of Apr 30, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 14,2484.3M $0.18 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 14,2314.4M $0.21 %0.00 %as of Feb 28, 2026 ↗
BlackRock Multi-Asset Income Portfolio BlackRock Funds II 13,9774.5M $0.04 %0.00 %as of Apr 30, 2026 ↗
Artisan Select Equity Fund Artisan Partners Funds Inc. 13,8334.2M $4.89 %0.00 %as of Mar 31, 2026 ↗
Lannebo Marknad Global Lannebo Kapitalförvaltning AB 13,54539M SEK0.26 %0.00 %as of Mar 31, 2026 ↗
Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III 13,5454.2M $0.14 %0.00 %as of Feb 28, 2026 ↗
Fidelity Mega Cap Stock Fund Fidelity Hastings Street Trust 13,5004.1M $0.07 %0.00 %as of Mar 31, 2026 ↗
SIIT DYNAMIC ASSET ALLOCATION FUND SEI INSTITUTIONAL INVESTMENTS TRUST 13,4654.2M $0.22 %0.00 %as of Feb 28, 2026 ↗
First Trust Large Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 13,3494.3M $0.34 %0.00 %as of Apr 30, 2026 ↗
SIMT Large Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 13,2904M $0.30 %0.00 %as of Mar 31, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 13,2804M $0.13 %0.00 %as of Mar 31, 2026 ↗
COPLEY INVESTMENT FUND Centaur Mutual Funds Trust 13,1954.3M $3.82 %0.00 %as of Apr 30, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 13,1924.1M $0.39 %0.00 %as of Feb 28, 2026 ↗
WisdomTree U.S. Efficient Core Fund WisdomTree Trust 13,1894M $0.33 %0.00 %as of Mar 31, 2026 ↗
Fidelity Magellan K6 Fund Fidelity Magellan Fund 13,1604M $1.34 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 13,1594M $0.25 %0.00 %as of Mar 31, 2026 ↗
Transamerica S&P 500 Index VP TRANSAMERICA SERIES TRUST 13,1024M $0.29 %0.00 %as of Mar 31, 2026 ↗
ClearBridge Variable Large Cap Value Portfolio Legg Mason Partners Variable Equity Trust 12,9073.9M $1.47 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P 500(R) ESG ETF SPDR SERIES TRUST 12,8983.9M $0.43 %0.00 %as of Mar 31, 2026 ↗
Brookstone Growth Stock ETF Northern Lights Fund Trust IV 12,8854M $3.17 %0.00 %as of Feb 28, 2026 ↗
Nationwide BNY Mellon Dynamic U.S. Core Fund Nationwide Mutual Funds 12,8134.1M $0.26 %0.00 %as of Apr 30, 2026 ↗
Allspring Index Fund ALLSPRING FUNDS TRUST 12,7973.9M $0.29 %0.00 %as of Mar 31, 2026 ↗
MML Fundamental Equity Fund MML SERIES INVESTMENT FUND 12,7823.9M $1.17 %0.00 %as of Mar 31, 2026 ↗
Mairs & Power Balanced Fund Trust for Professional Managers 12,7103.8M $0.60 %0.00 %as of Mar 31, 2026 ↗
PSF PGIM 50/50 Balanced Portfolio Prudential Series Fund 12,7003.8M $0.14 %0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 12,6463.8M $0.23 %0.00 %as of Mar 31, 2026 ↗
Catholic Responsible Investments Multi-Style US Equity Fund Catholic Responsible Investments Funds 12,6334.1M $0.56 %0.00 %as of Apr 30, 2026 ↗
Harbor PanAgora Dynamic Large Cap Core ETF Harbor ETF Trust 12,6284.1M $0.53 %0.00 %as of Apr 30, 2026 ↗
VALUE EQUITY FUND GuideStone Funds 12,4393.8M $0.47 %0.00 %as of Mar 31, 2026 ↗
Venerable US Large Cap Core Equity Fund Venerable Variable Insurance Trust 12,4123.8M $0.62 %0.00 %as of Mar 31, 2026 ↗
Large Cap Blend Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 12,4103.8M $2.39 %0.00 %as of Mar 31, 2026 ↗
EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust 12,3553.7M $0.09 %0.00 %as of Mar 31, 2026 ↗
BlackRock Advantage Large Cap Value Fund BlackRock Large Cap Series Funds, Inc. 12,3253.8M $0.50 %0.00 %as of Feb 27, 2026 ↗
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF Pacer Funds Trust 12,2173.9M $0.25 %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