AI Holders Summary · Q1 2026

780 institutions reported AES in Q1 2026. BlackRock, Inc. leads at 11.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$665M47.2M0.01%Q1 2026 02

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$652M46.3M0.02%Q1 2026 03

STATE STREET CORP

CIK 0000093751

$606M43.0M0.02%Q1 2026 04

Vanguard Portfolio Management

CIK 0002100121· Index

$500M35.5M0.03%Q1 2026 05

AMERIPRISE FINANCIAL INC

CIK 0000820027

$466M33.1M0.11%Q1 2026 06

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$345M24.5M0.02%Q1 2026 07

MORGAN STANLEY

CIK 0000895421

$342M24.3M0.02%Q1 2026 08

Invesco Ltd.

CIK 0000914208

$257M18.3M0.03%Q1 2026 09

UBS Group AG

CIK 0001610520

$217M15.4M0.03%Q1 2026 10

SG Americas Securities, LLC

CIK 0001313360

$201M14.3M0.22%Q1 2026 11

GOLDMAN SACHS GROUP INC

CIK 0000886982

$182M12.9M0.02%Q1 2026 12

Orbis Allan Gray Ltd

CIK 0001663865

$173M12.2M0.73%Q1 2026 13

BALYASNY ASSET MANAGEMENT L.P.

CIK 0001218710

$158M11.2M0.20%Q1 2026 14

SONA ASSET MANAGEMENT (US) LLC

CIK 0001856405

$156M11.1M3.28%Q1 2026 15

MILLENNIUM MANAGEMENT LLC

CIK 0001273087

$149M10.5M0.06%Q1 2026 16

NORTHERN TRUST CORP

CIK 0000073124· Index

$120M8.5M0.02%Q1 2026 17

CITADEL ADVISORS LLC

CIK 0001423053

$116M8.1M0.02%Q4 2025 18

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$108M7.7M0.02%Q1 2026 19

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$104M7.4M0.02%Q1 2026 20

BANK OF AMERICA CORP /DE/

CIK 0000070858

$104M7.4M0.01%Q1 2026

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