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
Länsförsäkringar Sparmål 2035 Länsförsäkringar Fondförvaltning AB 4,49212.9M SEK0.09 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Large Cap Value Fund TIAA-CREF Life Funds 4,4351.3M $1.47 %0.00 %as of Mar 31, 2026 ↗
Swedbank Robur Access Edge Global Swedbank Robur Fonder AB 4,40112.7M SEK0.19 %0.00 %as of Mar 31, 2026 ↗
GMO U.S. Opportunistic Value Fund GMO TRUST 4,3711.4M $0.42 %0.00 %as of Feb 28, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 4,2461.3M $0.53 %0.00 %as of Feb 28, 2026 ↗
Länsförsäkringar Sparmål 2040 Länsförsäkringar Fondförvaltning AB 4,21712.2M SEK0.10 %0.00 %as of Mar 31, 2026 ↗
SA Large Cap Value Index Portfolio SUNAMERICA SERIES TRUST 4,1751.3M $0.19 %0.00 %as of Apr 30, 2026 ↗
Barrow Hanley US Value Opportunities Fund Perpetual Americas Funds Trust 4,1581.3M $1.42 %0.00 %as of Mar 31, 2026 ↗
EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust 4,1541.3M $0.08 %0.00 %as of Mar 31, 2026 ↗
HARTFORD DISCIPLINED EQUITY HLS FUND HARTFORD SERIES FUND INC 4,1141.2M $0.04 %0.00 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 4,1021.2M $0.03 %0.00 %as of Mar 31, 2026 ↗
EQ/AB Dynamic Growth Portfolio EQ Advisors Trust 4,0721.2M $0.12 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST 4,0661.2M $0.08 %0.00 %as of Mar 31, 2026 ↗
First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 4,0621.3M $0.09 %0.00 %as of Apr 30, 2026 ↗
Guardian Large Cap Disciplined Growth VIP Fund Guardian Variable Products Trust 3,9841.2M $0.40 %0.00 %as of Mar 31, 2026 ↗
Sofi Select 500 ETF Tidal Trust I 3,9621.2M $0.21 %0.00 %as of Feb 28, 2026 ↗
ULTRA DOW 30 PROFUND ProFunds 3,9601.3M $2.80 %0.00 %as of Apr 30, 2026 ↗
Growth Equity Index Fund GuideStone Funds 3,9301.2M $0.17 %0.00 %as of Mar 31, 2026 ↗
Schroders Global Multi-Asset Portfolio Brighthouse Funds Trust I 3,9171.2M $0.22 %0.00 %as of Mar 31, 2026 ↗
Dow 2x Strategy Fund Rydex Dynamic Funds 3,8801.2M $3.28 %0.00 %as of Mar 31, 2026 ↗
SPP Generation 80-tal Storebrand Asset Management AS 3,84211.1M SEK0.15 %0.00 %as of Mar 31, 2026 ↗
Janus Henderson U.S. Dividend Income Fund JANUS INVESTMENT FUND 3,8211.2M $1.93 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2030 Länsförsäkringar Fondförvaltning AB 3,81111M SEK0.07 %0.00 %as of Mar 31, 2026 ↗
Aptus Drawdown Managed Equity ETF ETF Series Solutions 3,8111.2M $0.46 %0.00 %as of Apr 30, 2026 ↗
JNL/T. Rowe Price Balanced Fund JNL Series Trust 3,7951.1M $0.20 %0.00 %as of Mar 31, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 3,7851.2M $0.27 %0.00 %as of Feb 28, 2026 ↗
ProShares S&P 500 Ex-Technology ETF ProShares Trust 3,7351.2M $0.42 %0.00 %as of Feb 28, 2026 ↗
JPMorgan Equity Premium Yield ETF J.P. Morgan Exchange-Traded Fund Trust 3,7081.1M $1.07 %0.00 %as of Mar 31, 2026 ↗
VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II 3,6261.1M $0.21 %0.00 %as of Mar 31, 2026 ↗
EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust 3,6131.1M $0.11 %0.00 %as of Mar 31, 2026 ↗
MP 63 Fund MP63 FUND INC 3,6041.1M $1.11 %0.00 %as of Feb 28, 2026 ↗
DANA EPIPHANY EQUITY FUND Valued Advisers Trust 3,6001.2M $1.51 %0.00 %as of Apr 30, 2026 ↗
MML Sustainable Equity Fund MML SERIES INVESTMENT FUND 3,5991.1M $0.88 %0.00 %as of Mar 31, 2026 ↗
Intech S&P Large Cap Diversified Alpha ETF Tidal Trust III 3,5981.2M $0.84 %0.00 %as of Apr 30, 2026 ↗
AVIP BlackRock Advantage Large Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 3,5901.1M $0.36 %0.00 %as of Mar 31, 2026 ↗
Invesco S&P 500 Equal Weight Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust 3,5701.2M $0.15 %0.00 %as of Apr 30, 2026 ↗
Global Atlantic BlackRock Disciplined Value Portfolio Forethought Variable Insurance Trust 3,5161.1M $0.48 %0.00 %as of Mar 31, 2026 ↗
DANA LARGE CAP EQUITY FUND Valued Advisers Trust 3,5001.1M $1.65 %0.00 %as of Apr 30, 2026 ↗
BrandywineGLOBAL - Diversified US Large Cap Value Fund Legg Mason Global Asset Management Trust 3,5001.1M $1.04 %0.00 %as of Mar 31, 2026 ↗
Columbia Large Cap Growth ETF Columbia ETF Trust I 3,4991.1M $1.58 %0.00 %as of Mar 31, 2026 ↗
1290 VT SmartBeta Equity ESG Portfolio EQ Advisors Trust 3,4981.1M $0.30 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 3,4791.1M $0.28 %0.00 %as of Apr 30, 2026 ↗
Nuveen Life Large Cap Responsible Equity Fund TIAA-CREF Life Funds 3,4621M $1.06 %0.00 %as of Mar 31, 2026 ↗
Nordea Stratega 15 Nordea Funds Ab 3,4599.9M SEK0.08 %0.00 %as of Mar 31, 2026 ↗
AZL Russell 1000 Growth Index Fund Allianz Variable Insurance Products Trust 3,4251M $0.19 %0.00 %as of Mar 31, 2026 ↗
Avanza USA Avanza Fonder AB 3,4129.8M SEK0.37 %0.00 %as of Mar 31, 2026 ↗
Fundstrat Granny Shots Us Large Cap & Income ETF Tidal Trust III 3,3641.1M $2.20 %0.00 %as of Apr 30, 2026 ↗
AST Preservation Asset Allocation Portfolio Advanced Series Trust 3,3441M $0.04 %0.00 %as of Mar 31, 2026 ↗
Columbia Integrated Large Cap Growth Fund II COLUMBIA FUNDS SERIES TRUST I 3,3351M $1.28 %0.00 %as of Mar 31, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 3,3351M $0.14 %0.00 %as of Mar 31, 2026 ↗
AST Multi-Asset Diversified Plus Portfolio Advanced Series Trust 3,3331M $0.05 %0.00 %as of Mar 31, 2026 ↗
Franklin U.S. Core Equity (IU) Fund Franklin Fund Allocator Series 3,3201.1M $0.09 %0.00 %as of Apr 30, 2026 ↗
Guardian Large Cap Disciplined Value VIP Fund Guardian Variable Products Trust 3,3161M $1.47 %0.00 %as of Mar 31, 2026 ↗
MML Income & Growth Fund MML SERIES INVESTMENT FUND 3,3071M $0.77 %0.00 %as of Mar 31, 2026 ↗
Franklin Allocation VIP Fund Franklin Templeton Variable Insurance Products Trust 3,290995.2K $0.19 %0.00 %as of Mar 31, 2026 ↗
Fidelity Flex Large Cap Focused Index Fund Fidelity Concord Street Trust 3,2621M $0.53 %0.00 %as of Feb 28, 2026 ↗
SEB Global Sustainable Companies Fund SEB Funds AB 3,2279.3M SEK0.69 %0.00 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 3,194966.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
Financial Industries Trust John Hancock Variable Insurance Trust 3,194966.1K $0.79 %0.00 %as of Mar 31, 2026 ↗
GMO U.S. Equity Fund GMO TRUST 3,097956.7K $0.44 %0.00 %as of Feb 28, 2026 ↗
PeakShares RMR Prime Equity ETF NORTHERN LIGHTS FUND TRUST II 3,093955.4K $1.75 %0.00 %as of Feb 28, 2026 ↗
Knights of Columbus Large Cap Growth Fund ADVISORS' INNER CIRCLE III 3,081995.3K $0.30 %0.00 %as of Apr 30, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 3,062926.2K $0.03 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Asset Allocation Fund BNY MELLON FUNDS TRUST 3,058944.6K $0.20 %0.00 %as of Feb 28, 2026 ↗
Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 3,047921.7K $0.20 %0.00 %as of Mar 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 3,043920.4K $0.33 %0.00 %as of Mar 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 3,039938.7K $0.15 %0.00 %as of Feb 28, 2026 ↗
Invesco V.I. Global Core Equity Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 3,033917.4K $1.24 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Research Market Neutral Fund JPMorgan Trust I 3,016974.3K $0.29 %0.00 %as of Apr 30, 2026 ↗
First Trust Indxx Innovative Transaction & Process ETF First Trust Exchange-Traded Fund VI 3,001907.7K $0.79 %0.00 %as of Mar 31, 2026 ↗
Steward Large Cap Growth Fund Steward Funds Inc 3,000969.2K $0.39 %0.00 %as of Apr 30, 2026 ↗
Plumb Equity Fund Wisconsin Capital Fund Inc 3,000907.4K $3.26 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 2,997906.5K $0.09 %0.00 %as of Mar 31, 2026 ↗
Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust 2,963957.2K $0.28 %0.00 %as of Apr 30, 2026 ↗
Steward Values Enhanced Large Cap Fund Steward Funds Inc 2,954954.3K $0.30 %0.00 %as of Apr 30, 2026 ↗
Länsförsäkringar Sparmål 2045 Länsförsäkringar Fondförvaltning AB 2,9518.5M SEK0.10 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Goldman Sachs ETF Trust 2,939907.9K $0.23 %0.00 %as of Feb 28, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 2,935887.8K $0.15 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Equity and Options Total Return ETF J.P. Morgan Exchange-Traded Fund Trust 2,888933K $1.08 %0.00 %as of Apr 30, 2026 ↗
S&P 500 Index Fund SHELTON FUNDS 2,846879.1K $0.28 %0.00 %as of Feb 28, 2026 ↗
ONEASCENT LARGE CAP CORE ETF Unified Series Trust 2,833875.1K $0.43 %0.00 %as of Feb 28, 2026 ↗
BlackRock Advantage Large Cap Core Portfolio BlackRock Series Fund, Inc. 2,802847.5K $0.40 %0.00 %as of Mar 31, 2026 ↗
VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II 2,783841.8K $0.21 %0.00 %as of Mar 31, 2026 ↗
BlackRock Advantage Large Cap Core V.I. Fund BlackRock Variable Series Funds, Inc. 2,779840.6K $0.42 %0.00 %as of Mar 31, 2026 ↗
Victory Growth and Tax Strategy Fund Victory Portfolios III 2,736845.2K $0.09 %0.00 %as of Feb 28, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 2,728881.3K $0.26 %0.00 %as of Apr 30, 2026 ↗
Xtrackers Net Zero Pathway Paris Aligned US Equity ETF DBX ETF Trust 2,722840.8K $0.30 %0.00 %as of Feb 27, 2026 ↗
Allspring Disciplined Large Cap Portfolio ALLSPRING MASTER TRUST 2,720878.7K $0.25 %0.00 %as of Apr 30, 2026 ↗
Growth Fund VALIC Co I 2,720840.2K $0.05 %0.00 %as of Feb 28, 2026 ↗
Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST 2,701817K $0.10 %0.00 %as of Mar 31, 2026 ↗
1290 Avantis U.S. Large Cap Growth Fund 1290 Funds 2,700872.2K $0.42 %0.00 %as of Apr 30, 2026 ↗
Steward Covered Call Income Fund Steward Funds Inc 2,700872.2K $0.72 %0.00 %as of Apr 30, 2026 ↗
Länsförsäkringar Globala Mål Index Länsförsäkringar Fondförvaltning AB 2,6847.7M SEK0.28 %0.00 %as of Mar 31, 2026 ↗
SGI Enhanced Market Leaders ETF RBB Fund, Inc. 2,671825.1K $0.40 %0.00 %as of Feb 28, 2026 ↗
AVIP BlackRock Advantage Large Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 2,668807K $0.19 %0.00 %as of Mar 31, 2026 ↗
First Trust Dorsey Wright Momentum & Low Volatility ETF First Trust Exchange-Traded Fund VI 2,641798.8K $1.15 %0.00 %as of Mar 31, 2026 ↗
Transamerica JPMorgan Tactical Allocation VP TRANSAMERICA SERIES TRUST 2,635797K $0.10 %0.00 %as of Mar 31, 2026 ↗
Columbia Integrated Large Cap Value Fund Columbia Funds Series Trust II 2,624810.6K $1.80 %0.00 %as of Feb 28, 2026 ↗
Victory Cornerstone Aggressive Fund Victory Portfolios III 2,620809.3K $0.18 %0.00 %as of Feb 28, 2026 ↗
Franklin Growth and Income VIP Fund Franklin Templeton Variable Insurance Products Trust 2,604787.7K $1.37 %0.00 %as of Mar 31, 2026 ↗

Download this table: CSV, JSON

Report an error

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