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
Global Atlantic BlackRock Disciplined Core Portfolio Forethought Variable Insurance Trust 7,0152.1M $0.34 %0.00 %as of Mar 31, 2026 ↗
Hodges Blue Chip Equity Income Fund NORTHERN LIGHTS FUND TRUST II 7,0002.1M $3.57 %0.00 %as of Mar 31, 2026 ↗
SA JPMorgan Diversified Balanced Portfolio SUNAMERICA SERIES TRUST 6,9802.3M $0.53 %0.00 %as of Apr 30, 2026 ↗
Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust 6,9702.1M $0.29 %0.00 %as of Mar 31, 2026 ↗
Eventide High Dividend ETF Strategy Shares 6,9642.2M $1.02 %0.00 %as of Apr 30, 2026 ↗
Nuveen Life Growth Equity Fund TIAA-CREF Life Funds 6,7922.1M $1.17 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Value ETF T. Rowe Price Exchange-Traded Funds, Inc. 6,7162M $0.33 %0.00 %as of Mar 31, 2026 ↗
WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust 6,7132.1M $0.30 %0.00 %as of Feb 28, 2026 ↗
Principal Capital Appreciation Account Principal Variable Contract Funds, Inc 6,6802M $0.86 %0.00 %as of Mar 31, 2026 ↗
Hennessy Sustainable ETF Hennessy Funds Trust 6,6752.2M $2.35 %0.00 %as of Apr 30, 2026 ↗
AMG Renaissance Large Cap Growth Fund AMG Funds 6,6472M $1.64 %0.00 %as of Mar 31, 2026 ↗
iShares ESG Aware MSCI USA Value ETF iShares Trust 6,6412.1M $0.74 %0.00 %as of Feb 28, 2026 ↗
LVIP American Century Balanced Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 6,6392M $0.53 %0.00 %as of Mar 31, 2026 ↗
Dunham Large Cap Value Fund Dunham Funds 6,6202.1M $1.01 %0.00 %as of Apr 30, 2026 ↗
Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST 6,5812M $0.17 %0.00 %as of Mar 31, 2026 ↗
iShares ESG Select Screened S&P 500 ETF iShares Trust 6,5592M $0.32 %0.00 %as of Mar 31, 2026 ↗
Financial Industries Fund John Hancock Investment Trust II 6,5292.1M $0.78 %0.00 %as of Apr 30, 2026 ↗
JPMorgan U.S. Sustainable Leaders Fund JPMorgan Trust I 6,5212M $0.71 %0.00 %as of Mar 31, 2026 ↗
The Gabelli Equity Income Fund Gabelli Equity Series Funds Inc 6,5002M $0.45 %0.00 %as of Mar 31, 2026 ↗
iShares Low Carbon Optimized MSCI ACWI ETF iShares Trust 6,4942.1M $0.20 %0.00 %as of Apr 30, 2026 ↗
AMG River Road Large Cap Value Select Fund AMG Funds I 6,4922.1M $4.91 %0.00 %as of Apr 30, 2026 ↗
Value Advantage Portfolio PACIFIC SELECT FUND 6,4181.9M $0.43 %0.00 %as of Mar 31, 2026 ↗
PD Large-Cap Growth Index Portfolio PACIFIC SELECT FUND 6,4071.9M $0.19 %0.00 %as of Mar 31, 2026 ↗
M Large Cap Value Fund M FUND INC 6,4001.9M $1.01 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs JUST U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 6,3942M $0.38 %0.00 %as of Feb 28, 2026 ↗
BlackRock Balanced Portfolio BlackRock Series Fund, Inc. 6,3381.9M $0.41 %0.00 %as of Mar 31, 2026 ↗
Fidelity Advisor Global Capital Appreciation Fund Fidelity Advisor Series VIII 6,3002M $1.15 %0.00 %as of Apr 30, 2026 ↗
Systematic Growth Fund VALIC Co I 6,2911.9M $0.19 %0.00 %as of Feb 28, 2026 ↗
Horizon Managed Risk ETF Horizon Funds 6,2681.9M $0.56 %0.00 %as of Feb 28, 2026 ↗
Asset Allocation Fund VALIC Co I 6,2651.9M $1.31 %0.00 %as of Feb 28, 2026 ↗
Nordea Generationsfond 90-tal Nordea Funds Ab 6,15517.6M SEK0.50 %0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 6,1291.9M $0.21 %0.00 %as of Mar 31, 2026 ↗
SWP Growth & Income ETF Manager Directed Portfolios 6,1081.9M $1.30 %0.00 %as of Feb 28, 2026 ↗
MML Equity Index Fund MML SERIES INVESTMENT FUND 6,0921.8M $0.29 %0.00 %as of Mar 31, 2026 ↗
Value Equity Index Fund GuideStone Funds 6,0921.8M $0.35 %0.00 %as of Mar 31, 2026 ↗
PRAXIS GROWTH INDEX FUND Praxis Mutual Funds 6,0501.8M $0.27 %0.00 %as of Mar 31, 2026 ↗
Eventide US Market ETF Strategy Shares 6,0311.9M $1.26 %0.00 %as of Apr 30, 2026 ↗
PGIM Jennison Diversified Growth Fund Prudential Investment Portfolios 5 6,0251.9M $0.45 %0.00 %as of Apr 30, 2026 ↗
Applied Finance Valuation Large Cap ETF ETF Opportunities Trust 5,9891.8M $0.41 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 5,9801.8M $0.29 %0.00 %as of Mar 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 5,9341.8M $0.33 %0.00 %as of Feb 28, 2026 ↗
iShares U.S. Carbon Transition Readiness Aware Active ETF BlackRock ETF Trust 5,8971.9M $0.13 %0.00 %as of Apr 30, 2026 ↗
Virtus Terranova U.S. Quality Momentum ETF Virtus ETF Trust II 5,8661.9M $0.80 %0.00 %as of Apr 30, 2026 ↗
Impax US Sustainable Economy Fund IMPAX FUNDS SERIES TRUST I 5,8001.8M $0.22 %0.00 %as of Mar 31, 2026 ↗
Horizon Defensive Core Fund Horizon Funds 5,7851.8M $0.38 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) MSCI USA Gender Diversity ETF SPDR SERIES TRUST 5,7711.7M $0.65 %0.00 %as of Mar 31, 2026 ↗
Victory Global Managed Volatility Fund Victory Portfolios III 5,7701.9M $0.50 %0.00 %as of Apr 30, 2026 ↗
Hedged Equity Portfolio PACIFIC SELECT FUND 5,7541.7M $0.38 %0.00 %as of Mar 31, 2026 ↗
JNL/Mellon World Index Fund JNL Series Trust 5,7341.7M $0.21 %0.00 %as of Mar 31, 2026 ↗
Skandia Balanserad Skandia Fonder AB 5,73316.5M SEK0.07 %0.00 %as of Mar 31, 2026 ↗
KPA Blandfond Swedbank Robur Fonder AB 5,64216.3M SEK0.10 %0.00 %as of Mar 31, 2026 ↗
Nationwide Schroders Global Equity Fund Nationwide Mutual Funds 5,6371.8M $0.74 %0.00 %as of Apr 30, 2026 ↗
LargeCap Growth Fund I Principal Funds, Inc 5,5681.8M $0.03 %0.00 %as of Apr 30, 2026 ↗
FM Compounders Equity ETF Northern Lights Fund Trust IV 5,4741.7M $2.70 %0.00 %as of Feb 28, 2026 ↗
Plumb Balanced Fund Wisconsin Capital Fund Inc 5,4501.6M $2.61 %0.00 %as of Mar 31, 2026 ↗
AMG River Road Focused Absolute Value Fund AMG Funds IV 5,4231.8M $3.66 %0.00 %as of Apr 30, 2026 ↗
NYLI Candriam U.S. Large Cap Equity ETF New York Life Investments ETF Trust 5,4031.7M $0.55 %0.00 %as of Apr 30, 2026 ↗
AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I 5,3701.6M $0.10 %0.00 %as of Mar 31, 2026 ↗
Nomura VIP Balanced Series Ivy Variable Insurance Portfolios 5,3421.6M $0.78 %0.00 %as of Mar 31, 2026 ↗
Wedbush LAFFER|TENGLER New Era Value ETF Wedbush Series Trust 5,2781.7M $4.98 %0.00 %as of Apr 30, 2026 ↗
Lannebo Marknad USA Lannebo Kapitalförvaltning AB 5,25215.1M SEK0.36 %0.00 %as of Mar 31, 2026 ↗
Capital World Growth & Income Fund AMERICAN FUNDS INSURANCE SERIES 5,2401.6M $0.08 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Diversified Fund JPMorgan Trust I 5,2181.6M $0.33 %0.00 %as of Mar 31, 2026 ↗
Boston Partners Long/Short Research Fund RBB Fund, Inc. 5,2121.6M $0.27 %0.00 %as of Feb 28, 2026 ↗
Principal Value ETF Principal Exchange-Traded Funds 5,2031.6M $0.79 %0.00 %as of Mar 31, 2026 ↗
Investerum Equity Value ISEC Services AB 5,20014.9M SEK4.91 %0.00 %as of Mar 31, 2026 ↗
JNL S&P 500 Index Fund JNL Series Trust 5,1951.6M $0.29 %0.00 %as of Mar 31, 2026 ↗
SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST 5,1691.6M $0.21 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Global Allocation Fund T. ROWE PRICE GLOBAL ALLOCATION FUND, INC. 5,1671.7M $0.19 %0.00 %as of Apr 30, 2026 ↗
HVIA EQUITY FUND Ultimus Managers Trust 5,1671.6M $2.97 %0.00 %as of Feb 28, 2026 ↗
Transamerica Large Value Active ETF 2023 ETF Series Trust 5,1661.6M $1.08 %0.00 %as of Mar 31, 2026 ↗
Cambiar Aggressive Value ETF ADVISORS' INNER CIRCLE FUND 5,1501.7M $2.52 %0.00 %as of Apr 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 5,1031.5M $0.21 %0.00 %as of Mar 31, 2026 ↗
Nuveen Equity Long/Short Fund Nuveen Investment Trust II 5,1001.6M $1.06 %0.00 %as of Feb 28, 2026 ↗
American Beacon Diversified Fund American Beacon Institutional Funds Trust 5,0991.6M $0.28 %0.00 %as of Apr 30, 2026 ↗
VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC 5,0771.5M $0.53 %0.00 %as of Mar 31, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 5,0401.6M $0.27 %0.00 %as of Apr 30, 2026 ↗
Davis Financial Portfolio DAVIS VARIABLE ACCOUNT FUND INC 5,0401.5M $2.69 %0.00 %as of Mar 31, 2026 ↗
JNL/JPMorgan Global Allocation Fund JNL Series Trust 5,0401.5M $0.19 %0.00 %as of Mar 31, 2026 ↗
Six Circles Managed Equity Portfolio International Unconstrained Fund SIX CIRCLES TRUST 5,0321.5M $0.01 %0.00 %as of Mar 31, 2026 ↗
Steward Large Cap Value Fund Steward Funds Inc 5,0001.6M $1.18 %0.00 %as of Apr 30, 2026 ↗
SPIRIT OF AMERICA LARGE CAP VALUE FUND Spirit of America Investment Fund, Inc. 5,0001.5M $0.73 %0.00 %as of Mar 31, 2026 ↗
Aggressive Investors 1 Fund Bridgeway Funds, Inc. 5,0001.5M $0.74 %0.00 %as of Mar 31, 2026 ↗
Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust 4,9511.5M $0.21 %0.00 %as of Feb 27, 2026 ↗
First Trust Industrials/Producer Durables AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 4,9261.6M $0.23 %0.00 %as of Apr 30, 2026 ↗
Transamerica Large Core ESG TRANSAMERICA FUNDS 4,8231.6M $0.90 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs Global Managed Beta Fund GOLDMAN SACHS TRUST 4,8221.5M $0.03 %0.00 %as of Feb 28, 2026 ↗
CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. 4,8091.5M $0.28 %0.00 %as of Mar 31, 2026 ↗
ICON CONSUMER SELECT SCM Trust 4,8001.5M $5.79 %0.00 %as of Mar 31, 2026 ↗
1290 VT Socially Responsible Portfolio EQ Advisors Trust 4,7431.4M $0.56 %0.00 %as of Mar 31, 2026 ↗
Nordic Equities Global Stars Nordic Equities Kapitalförvaltning Aktiebolag 4,70813.5M SEK2.75 %0.00 %as of Mar 31, 2026 ↗
EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust 4,7061.4M $0.10 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 4,7011.5M $0.35 %0.00 %as of Feb 28, 2026 ↗
Nordea Avtalspensionsfond Midi Nordea Funds Ab 4,69113.4M SEK0.73 %0.00 %as of Mar 31, 2026 ↗
Lysa Global Equity Focus Lysa Fonder AB 4,64113.4M SEK0.23 %0.00 %as of Mar 31, 2026 ↗
Xtrackers S&P 100 Ex Top 20 ETF DBX ETF Trust 4,6211.4M $1.22 %0.00 %as of Feb 27, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 4,6201.4M $0.09 %0.00 %as of Mar 31, 2026 ↗
MFS Low Volatility Global Equity Fund MFS SERIES TRUST I 4,6101.4M $0.46 %0.00 %as of Feb 28, 2026 ↗
Venerable World Equity Fund Venerable Variable Insurance Trust 4,5941.4M $0.13 %0.00 %as of Mar 31, 2026 ↗
Victory Cornerstone Moderate Fund Victory Portfolios III 4,5901.4M $0.11 %0.00 %as of Feb 28, 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