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
Nuveen Flexible Income Fund Nuveen Investment Trust V 2,600803.1K $0.09 %0.00 %as of Feb 28, 2026 ↗
BAYWOOD SOCIALLYRESPONSIBLE FUND FORUM FUNDS II 2,600786.4K $2.99 %0.00 %as of Mar 31, 2026 ↗
1290 SmartBeta Equity Fund 1290 Funds 2,591837K $0.30 %0.00 %as of Apr 30, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 2,545822.2K $0.21 %0.00 %as of Apr 30, 2026 ↗
Calamos Select Fund CALAMOS INVESTMENT TRUST/IL 2,540820.5K $1.33 %0.00 %as of Apr 30, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 2,527816.3K $0.17 %0.00 %as of Apr 30, 2026 ↗
BlackRock Dynamic High Income Portfolio BlackRock Funds II 2,522814.7K $0.05 %0.00 %as of Apr 30, 2026 ↗
Horizon Expedition Plus ETF Horizon Funds 2,504773.5K $0.61 %0.00 %as of Feb 28, 2026 ↗
BRADLEY FOSTER & SARGENT EQUITY FUND Valued Advisers Trust 2,500772.3K $1.22 %0.00 %as of Feb 28, 2026 ↗
LKCM Aquinas Catholic Equity Fund LKCM Funds 2,500756.2K $1.39 %0.00 %as of Mar 31, 2026 ↗
Victory S&P 500 Index Fund Victory Portfolios 2,476748.9K $0.29 %0.00 %as of Mar 31, 2026 ↗
Defiance Large Cap Ex-mag 7 ETF Tidal Trust II 2,453757.7K $0.53 %0.00 %as of Feb 28, 2026 ↗
EQ/Goldman Sachs Moderate Growth Allocation Portfolio EQ Advisors Trust 2,427734.1K $0.09 %0.00 %as of Mar 31, 2026 ↗
Dow Jones Industrial Average Fund Rydex Series Funds 2,345709.3K $3.67 %0.00 %as of Mar 31, 2026 ↗
EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust 2,321702.1K $0.12 %0.00 %as of Mar 31, 2026 ↗
Transamerica Large Growth TRANSAMERICA FUNDS 2,289739.5K $0.22 %0.00 %as of Apr 30, 2026 ↗
AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust 2,277688.7K $0.21 %0.00 %as of Mar 31, 2026 ↗
Russell Investments Global Equity ETF Russell Investments Exchange Traded Funds 2,255682.1K $0.25 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes Max-Cap Index Fund Federated Hermes Index Trust 2,245725.2K $0.27 %0.00 %as of Apr 30, 2026 ↗
First Trust Growth Strength Portfolio First Trust Variable Insurance Trust 2,240677.6K $1.73 %0.00 %as of Mar 31, 2026 ↗
ALPS Disruptive Technologies ETF ALPS ETF TRUST 2,171670.6K $0.87 %0.00 %as of Feb 28, 2026 ↗
SPP Generation 50-tal Storebrand Asset Management AS 2,1706.3M SEK0.04 %0.00 %as of Mar 31, 2026 ↗
Victory Cornerstone Moderately Conservative Fund Victory Portfolios III 2,158666.6K $0.34 %0.00 %as of Feb 28, 2026 ↗
Avantis U.S. Quality ETF American Century ETF Trust 2,140661K $0.34 %0.00 %as of Feb 28, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 2,128657.3K $0.15 %0.00 %as of Feb 28, 2026 ↗
Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust 2,063637.3K $0.15 %0.00 %as of Feb 28, 2026 ↗
LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,063624K $0.13 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2065 Länsförsäkringar Fondförvaltning AB 2,0555.9M SEK0.10 %0.00 %as of Mar 31, 2026 ↗
Horizon Core Equity ETF Horizon Funds 2,029626.8K $0.55 %0.00 %as of Feb 28, 2026 ↗
HCM Defender 500 Index ETF NORTHERN LIGHTS FUND TRUST III 2,015609.5K $0.12 %0.00 %as of Mar 31, 2026 ↗
Destinations Shelter Fund Brinker Capital Destinations Trust 1,996616.6K $0.67 %0.00 %as of Feb 28, 2026 ↗
ALPS Active Equity Opportunity ETF ALPS ETF TRUST 1,966607.3K $2.15 %0.00 %as of Feb 28, 2026 ↗
PROFUND VP FINANCIALS ProFunds 1,965594.4K $2.28 %0.00 %as of Mar 31, 2026 ↗
Horizon Equity Premium Income Fund Horizon Funds 1,950602.4K $0.40 %0.00 %as of Feb 28, 2026 ↗
Invesco Income Advantage U.S. Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 1,932596.8K $0.29 %0.00 %as of Feb 28, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST 1,932584.4K $0.10 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Innovate Equity ETF Goldman Sachs ETF Trust 1,928595.6K $0.28 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) MSCI ACWI Climate Paris Aligned ETF SPDR INDEX SHARES FUNDS 1,924582K $0.35 %0.00 %as of Mar 31, 2026 ↗
Logan Capital Broad Innovative Growth ETF Advisors Series Trust 1,918619.6K $0.61 %0.00 %as of Apr 30, 2026 ↗
Direxion HCM Tactical Enhanced US ETF Direxion Shares ETF Trust 1,901614.1K $0.11 %0.00 %as of Apr 30, 2026 ↗
AVIP BlackRock Balanced Allocation Portfolio AuguStar Variable Insurance Products Fund Inc 1,894572.9K $0.17 %0.00 %as of Mar 31, 2026 ↗
VANGUARD WELLINGTON DIVIDEND GROWTH ACTIVE ETF VANGUARD WELLESLEY INCOME FUND 1,890571.7K $2.39 %0.00 %as of Mar 31, 2026 ↗
SA Schroders VCP Global Allocation Portfolio SUNAMERICA SERIES TRUST 1,854598.9K $0.15 %0.00 %as of Apr 30, 2026 ↗
Multi-Manager Directional Alternative Strategies Fund COLUMBIA FUNDS SERIES TRUST I 1,847596.7K $0.19 %0.00 %as of Apr 30, 2026 ↗
Amplify Cash Flow Dividend Leaders ETF Amplify ETF Trust 1,840556.6K $1.83 %0.00 %as of Mar 31, 2026 ↗
Global X Guru Index ETF GLOBAL X FUNDS 1,839594.1K $1.02 %0.00 %as of Apr 30, 2026 ↗
GMO Implementation Fund GMO TRUST 1,828564.7K $0.02 %0.00 %as of Feb 28, 2026 ↗
iShares MSCI USA Size Factor ETF iShares Trust 1,810584.7K $0.14 %0.00 %as of Apr 30, 2026 ↗
Swedbank Robur Access Edge USA Swedbank Robur Fonder AB 1,7985.2M SEK0.38 %0.00 %as of Mar 31, 2026 ↗
Direxion Daily S&P 500 Bull 2X Shares Direxion Shares ETF Trust 1,797580.5K $0.26 %0.00 %as of Apr 30, 2026 ↗
American Beacon Balanced Fund AMERICAN BEACON FUNDS 1,796580.2K $0.54 %0.00 %as of Apr 30, 2026 ↗
State Street S&P 500 Index V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,788540.8K $0.29 %0.00 %as of Mar 31, 2026 ↗
Cullen Value Fund Cullen Funds Trust 1,759532.1K $1.87 %0.00 %as of Mar 31, 2026 ↗
MFS Blended Research Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II 1,729523K $0.15 %0.00 %as of Mar 31, 2026 ↗
Large Company Value Portfolio Wilshire Mutual Funds Inc 1,726522.1K $0.31 %0.00 %as of Mar 31, 2026 ↗
MFS Global Equity Series MFS VARIABLE INSURANCE TRUST 1,725521.8K $1.39 %0.00 %as of Mar 31, 2026 ↗
Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO 1,717554.7K $0.20 %0.00 %as of Apr 30, 2026 ↗
PIMCO RAFI ESG U.S. ETF PIMCO Equity Series 1,683509.1K $0.40 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 1,674506.4K $0.33 %0.00 %as of Mar 31, 2026 ↗
Zacks All-Cap Core Fund Zacks Trust 1,664514K $1.46 %0.00 %as of Feb 28, 2026 ↗
Global X Conscious Companies ETF GLOBAL X FUNDS 1,646508.4K $0.45 %0.00 %as of Feb 28, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 1,642507.2K $0.07 %0.00 %as of Feb 28, 2026 ↗
PGIM Income Builder Fund Prudential Investment Portfolios 16 1,609519.8K $0.20 %0.00 %as of Apr 30, 2026 ↗
Nordea Stiftelse- och Donationsmedelsfond Nordea Funds Ab 1,6064.6M SEK0.27 %0.00 %as of Mar 31, 2026 ↗
Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust 1,606485.8K $0.31 %0.00 %as of Mar 31, 2026 ↗
iShares MSCI Kokusai ETF iShares Trust 1,603517.8K $0.21 %0.00 %as of Apr 30, 2026 ↗
Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund 1,587490.2K $0.17 %0.00 %as of Feb 28, 2026 ↗
Optimize Strategy Index ETF Advisor Managed Portfolios 1,582478.5K $0.23 %0.00 %as of Mar 31, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 1,579477.6K $0.17 %0.00 %as of Mar 31, 2026 ↗
Pictet AI Enhanced US Equity ETF 2023 ETF Series Trust 1,566473.7K $0.93 %0.00 %as of Mar 31, 2026 ↗
Parametric Hedged Equity ETF Morgan Stanley ETF Trust 1,563472.8K $0.39 %0.00 %as of Mar 31, 2026 ↗
BlackRock Advantage Large Cap Value V.I. Fund BlackRock Variable Series Funds, Inc. 1,559471.6K $0.44 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. 1,549468.5K $0.22 %0.00 %as of Mar 31, 2026 ↗
Nova Fund Rydex Series Funds 1,517458.9K $0.21 %0.00 %as of Mar 31, 2026 ↗
S&P 500 2x Strategy Fund Rydex Dynamic Funds 1,451438.9K $0.24 %0.00 %as of Mar 31, 2026 ↗
EQ/Invesco Moderate Growth Allocation Portfolio EQ Advisors Trust 1,428431.9K $0.10 %0.00 %as of Mar 31, 2026 ↗
CYBER HORNET S&P 500 Index Funds 1,418428.9K $0.29 %0.00 %as of Mar 31, 2026 ↗
AVIP BlackRock Advantage Large Cap Value Portfolio AuguStar Variable Insurance Products Fund Inc 1,412427.1K $0.23 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Integrated U.S. Large-Cap Value Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 1,395422K $0.58 %0.00 %as of Mar 31, 2026 ↗
Hartford Alpha Capture Value ETF Hartford Funds Exchange-Traded Trust 1,394450.3K $0.26 %0.00 %as of Apr 30, 2026 ↗
Nuveen Global Dividend Growth Fund Nuveen Investment Trust II 1,390449K $2.70 %0.00 %as of Apr 30, 2026 ↗
MFS Global Alternative Strategy Fund MFS Series Trust XV 1,363440.3K $0.20 %0.00 %as of Apr 30, 2026 ↗
First Trust Dorsey Wright Momentum & Dividend ETF First Trust Exchange-Traded Fund VI 1,358410.8K $0.65 %0.00 %as of Mar 31, 2026 ↗
Praxis Impact Large Cap Value ETF Praxis Funds 1,352409K $0.63 %0.00 %as of Mar 31, 2026 ↗
Invesco Global Equity Net Zero ETF Invesco Actively Managed Exchange-Traded Fund Trust 1,338432.2K $0.26 %0.00 %as of Apr 30, 2026 ↗
THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds 1,335431.3K $0.09 %0.00 %as of Apr 30, 2026 ↗
Fidelity Climate Action Fund Fidelity Summer Street Trust 1,333411.8K $0.86 %0.00 %as of Feb 28, 2026 ↗
Länsförsäkringar Sparmål 2025 Länsförsäkringar Fondförvaltning AB 1,3203.8M SEK0.04 %0.00 %as of Mar 31, 2026 ↗
Impact Shares Women's Empowerment ETF Tidal Trust III 1,307395.3K $0.70 %0.00 %as of Mar 31, 2026 ↗
Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS 1,297400.6K $0.29 %0.00 %as of Feb 28, 2026 ↗
Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc 1,293417.7K $0.06 %0.00 %as of Apr 30, 2026 ↗
Handelsbanken Global Index Core Handelsbanken Fonder AB 1,2713.7M SEK0.21 %0.00 %as of Mar 31, 2026 ↗
Innovator Equity Managed 100 Buffer ETF Innovator ETFs Trust 1,262407.7K $0.33 %0.00 %as of Apr 30, 2026 ↗
Gabelli SRI Fund, Inc. Gabelli SRI Fund, Inc. 1,250378.1K $1.81 %0.00 %as of Mar 31, 2026 ↗
Victory Global Equity Income Fund Victory Portfolios III 1,243384K $0.48 %0.00 %as of Feb 28, 2026 ↗
TIFF MULTI-ASSET FUND TIFF Investment Program 1,242375.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc 1,198387K $0.05 %0.00 %as of Apr 30, 2026 ↗
S&P 500 Fund Rydex Series Funds 1,196361.8K $0.26 %0.00 %as of Mar 31, 2026 ↗
WBI BullBear Value 3000 ETF Absolute Shares Trust 1,179356.6K $1.54 %0.00 %as of Mar 31, 2026 ↗
ULTRABULL PROFUND ProFunds 1,123362.8K $0.18 %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