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
Dimensional US Large Cap Vector ETF Dimensional ETF Trust 12,1373.9M $0.81 %0.00 %as of Apr 30, 2026 ↗
Global X S&P 500 Catholic Values ETF GLOBAL X FUNDS 12,0863.9M $0.32 %0.00 %as of Apr 30, 2026 ↗
Transamerica Multi-Managed Balanced TRANSAMERICA FUNDS 11,9723.9M $0.26 %0.00 %as of Apr 30, 2026 ↗
Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust 11,8883.6M $0.14 %0.00 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 11,8233.8M $0.36 %0.00 %as of Apr 30, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 11,7923.6M $0.39 %0.00 %as of Feb 28, 2026 ↗
BNY Mellon Institutional S&P 500 Stock Index Fund BNY Mellon Investment Funds IV, Inc. 11,7473.8M $0.28 %0.00 %as of Apr 30, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 11,6763.8M $0.11 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs ActiveBeta World Equity ETF Goldman Sachs ETF Trust 11,6443.6M $0.23 %0.00 %as of Feb 28, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 11,5843.5M $0.36 %0.00 %as of Mar 31, 2026 ↗
US Vegan Climate ETF ETF Series Solutions 11,4433.7M $2.38 %0.00 %as of Apr 30, 2026 ↗
Invesco V.I. American Franchise Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 11,4253.5M $0.44 %0.00 %as of Mar 31, 2026 ↗
Victory Capital Growth Fund Victory Portfolios III 11,4073.7M $0.34 %0.00 %as of Apr 30, 2026 ↗
Invesco S&P 500 Equal Weight Financials ETF Invesco Exchange-Traded Fund Trust 11,2153.6M $1.31 %0.00 %as of Apr 30, 2026 ↗
Investerum Strategic Value ISEC Services AB 11,00031.5M SEK4.70 %0.00 %as of Mar 31, 2026 ↗
INVESTMENT HOUSE GROWTH FUND (THE) Investment House Funds 11,0003.6M $1.59 %0.00 %as of Apr 30, 2026 ↗
FPA Queens Road Value Fund Investment Managers Series Trust III 11,0003.4M $6.33 %0.00 %as of Feb 28, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 10,9943.3M $0.26 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 10,9473.3M $0.31 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar Value ETF iShares Trust 10,7433.5M $0.28 %0.00 %as of Apr 30, 2026 ↗
Skandia Nordamerika Exponering Skandia Fonder AB 10,70030.8M SEK0.34 %0.00 %as of Mar 31, 2026 ↗
VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC 10,6583.2M $0.34 %0.00 %as of Mar 31, 2026 ↗
MML Invesco Discovery Large Cap Fund MML Series Investment Fund II 10,6323.2M $1.04 %0.00 %as of Mar 31, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 10,6123.2M $0.36 %0.00 %as of Mar 31, 2026 ↗
Invesco MSCI Global Climate 500 ETF Invesco Exchange-Traded Fund Trust II 10,6063.4M $0.23 %0.00 %as of Apr 30, 2026 ↗
Boston Trust Equity Fund Boston Trust Walden Funds 10,5003.2M $1.36 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar U.S. Equity ETF iShares Trust 10,4913.4M $0.28 %0.00 %as of Apr 30, 2026 ↗
AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund Inc 10,4513.2M $0.29 %0.00 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. 10,4043.1M $0.35 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Global Dow ETF SPDR SERIES TRUST 10,3793.1M $0.58 %0.00 %as of Mar 31, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 10,3543.1M $0.27 %0.00 %as of Mar 31, 2026 ↗
Sparrow Growth Fund SPARROW FUNDS 10,2003.2M $4.58 %0.00 %as of Feb 28, 2026 ↗
VOYA RUSSELLTM LARGE CAP GROWTH INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC 10,1853.1M $0.23 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 10,1223.3M $0.06 %0.00 %as of Apr 30, 2026 ↗
Global Equity Fund RUSSELL INVESTMENT CO 10,1133.3M $0.09 %0.00 %as of Apr 30, 2026 ↗
JNL/JPMorgan Hedged Equity Fund JNL Series Trust 10,1123.1M $0.38 %0.00 %as of Mar 31, 2026 ↗
Fidelity Magellan ETF Fidelity Covington Trust 10,0063.2M $1.28 %0.00 %as of Apr 30, 2026 ↗
CRAWFORD LARGE CAP DIVIDEND FUND Unified Series Trust 9,9003M $5.27 %0.00 %as of Mar 31, 2026 ↗
Virtus SGA Global Growth Fund Virtus Equity Trust 9,8413M $1.96 %0.00 %as of Mar 31, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 9,8003M $0.15 %0.00 %as of Mar 31, 2026 ↗
PRAXIS VALUE INDEX FUND Praxis Mutual Funds 9,7442.9M $0.54 %0.00 %as of Mar 31, 2026 ↗
SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST 9,7232.9M $0.29 %0.00 %as of Mar 31, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 9,7212.9M $0.10 %0.00 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 9,7062.9M $0.24 %0.00 %as of Mar 31, 2026 ↗
Xtrackers MSCI USA Selection Equity ETF DBX ETF Trust 9,7033M $0.55 %0.00 %as of Feb 27, 2026 ↗
ProShares S&P 500 High Income ETF ProShares Trust 9,5813M $0.24 %0.00 %as of Feb 28, 2026 ↗
Invesco RAFI Strategic US ETF Invesco Exchange-Traded Self-Indexed Fund Trust 9,5673M $0.40 %0.00 %as of Feb 28, 2026 ↗
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 9,5453.1M $0.38 %0.00 %as of Apr 30, 2026 ↗
T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 9,4042.9M $0.14 %0.00 %as of Feb 28, 2026 ↗
Allspring Disciplined U.S. Core Fund ALLSPRING FUNDS TRUST 9,3503M $0.19 %0.00 %as of Apr 30, 2026 ↗
Transamerica Multi-Managed Balanced VP TRANSAMERICA SERIES TRUST 9,3482.8M $0.23 %0.00 %as of Mar 31, 2026 ↗
Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust 9,3402.9M $0.36 %0.00 %as of Feb 28, 2026 ↗
Federated Hermes Capital Income Fund Federated Hermes Income Securities Trust 9,3222.9M $0.43 %0.00 %as of Feb 28, 2026 ↗
NYLIM VP American Century Large Cap Equity Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 9,3152.8M $0.88 %0.00 %as of Mar 31, 2026 ↗
AST Multi-Asset Diversified Portfolio Advanced Series Trust 9,2462.8M $0.06 %0.00 %as of Mar 31, 2026 ↗
Harbor Human Capital Factor US Large Cap ETF Harbor ETF Trust 9,2443M $0.64 %0.00 %as of Apr 30, 2026 ↗
MFS Blended Research Value Equity Fund MFS SERIES TRUST X 9,2402.9M $0.88 %0.00 %as of Feb 28, 2026 ↗
AQR Managed Futures Strategy Fund AQR Funds 9,1662.8M $0.09 %0.00 %as of Mar 31, 2026 ↗
Horizon Defined Risk Fund Horizon Funds 9,1422.8M $0.29 %0.00 %as of Feb 28, 2026 ↗
Boston Trust Walden Equity Fund Boston Trust Walden Funds 9,1352.8M $1.39 %0.00 %as of Mar 31, 2026 ↗
Calamos Hedged Equity Fund CALAMOS INVESTMENT TRUST/IL 9,0872.9M $0.35 %0.00 %as of Apr 30, 2026 ↗
AB US Equity ETF AB Active ETFs, Inc. 9,0172.8M $0.42 %0.00 %as of Feb 28, 2026 ↗
JPMorgan Global Active Allocation Portfolio Brighthouse Funds Trust I 9,0082.7M $0.20 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 9,0052.8M $0.17 %0.00 %as of Feb 28, 2026 ↗
Advisors Capital Total Return - Equity Fund NEIMAN FUNDS 9,0002.7M $0.86 %0.00 %as of Mar 31, 2026 ↗
Columbia Integrated Large Cap Growth Fund Columbia Funds Series Trust II 8,9792.8M $1.51 %0.00 %as of Feb 28, 2026 ↗
TCW Transform 500 ETF TCW ETF Trust 8,9522.9M $0.28 %0.00 %as of Apr 30, 2026 ↗
GuideMark Large Cap Core Fund GPS Funds I 8,8572.7M $0.37 %0.00 %as of Mar 31, 2026 ↗
Old Westbury Total Equity Fund Old Westbury Funds Inc 8,8342.9M $0.24 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs Strategic Factor Allocation Fund GOLDMAN SACHS TRUST 8,7802.7M $0.11 %0.00 %as of Feb 28, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 8,7472.6M $0.26 %0.00 %as of Mar 31, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 8,7132.6M $0.38 %0.00 %as of Mar 31, 2026 ↗
EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust 8,6302.6M $0.15 %0.00 %as of Mar 31, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS 8,5762.6M $0.43 %0.00 %as of Mar 31, 2026 ↗
Clearwater Core Equity Fund Clearwater Investment Trust 8,5572.6M $0.19 %0.00 %as of Mar 31, 2026 ↗
Penn Series Index 500 Fund Penn Series Funds Inc 8,4732.6M $0.29 %0.00 %as of Mar 31, 2026 ↗
SA Large Cap Growth Index Portfolio SUNAMERICA SERIES TRUST 8,2342.7M $0.35 %0.00 %as of Apr 30, 2026 ↗
Virtus Silvant Large-Cap Growth Stock Fund Virtus Asset Trust 8,1792.5M $1.11 %0.00 %as of Mar 31, 2026 ↗
SA T. Rowe Price VCP Balanced Portfolio SUNAMERICA SERIES TRUST 7,9722.6M $0.19 %0.00 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 7,8462.4M $0.21 %0.00 %as of Feb 28, 2026 ↗
American Century U.S. Quality Growth ETF American Century ETF Trust 7,8122.4M $0.11 %0.00 %as of Feb 28, 2026 ↗
PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 7,7992.4M $0.29 %0.00 %as of Mar 31, 2026 ↗
SFT T. Rowe Price Value Fund Securian Funds Trust 7,7852.4M $1.16 %0.00 %as of Mar 31, 2026 ↗
Principal Capital Appreciation Select ETF Principal Exchange-Traded Funds 7,7402.3M $1.01 %0.00 %as of Mar 31, 2026 ↗
MFS Blended Research Core Equity Fund MFS SERIES TRUST XI 7,6982.3M $0.15 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 7,6192.3M $0.07 %0.00 %as of Mar 31, 2026 ↗
iShares MSCI USA Equal Weighted ETF iShares, Inc. 7,5772.3M $0.15 %0.00 %as of Feb 28, 2026 ↗
Systematic Core Fund VALIC Co I 7,5602.3M $0.34 %0.00 %as of Feb 28, 2026 ↗
JNL/Morningstar U.S. Sustainability Index Fund JNL Series Trust 7,5332.3M $0.62 %0.00 %as of Mar 31, 2026 ↗
American Century Large Cap Equity ETF American Century ETF Trust 7,5202.3M $0.84 %0.00 %as of Feb 28, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 7,5172.3M $0.26 %0.00 %as of Mar 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 7,4142.2M $0.02 %0.00 %as of Mar 31, 2026 ↗
DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 7,3982.2M $0.29 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 7,3652.4M $0.05 %0.00 %as of Apr 30, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 7,3322.2M $0.43 %0.00 %as of Mar 31, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 7,3312.2M $0.36 %0.00 %as of Mar 31, 2026 ↗
AZL Fidelity Institutional Asset Management Multi-Strategy Fund Allianz Variable Insurance Products Trust 7,2492.2M $0.17 %0.00 %as of Mar 31, 2026 ↗
Gotham Enhanced 500 ETF Tidal Trust I 7,2072.2M $0.35 %0.00 %as of Mar 31, 2026 ↗
First Trust Nasdaq BuyWrite Income ETF First Trust Exchange-Traded Fund VI 7,1442.2M $0.28 %0.00 %as of Mar 31, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 7,0472.1M $0.32 %0.00 %as of Mar 31, 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