AI Holders Summary · Q1 2026

88 institutions reported AOMR in Q1 2026. MORGAN STANLEY leads at 31.7% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(4 on this page)

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$43M5.2M0.00%Q1 2026 02

DAVIDSON KEMPNER CAPITAL MANAGEMENT LP

CIK 0001595082

$30M3.7M0.41%Q1 2026 03

VICTORY CAPITAL MANAGEMENT INC

CIK 0001040188

$14M1.6M0.01%Q1 2026 04

MASTERS CAPITAL MANAGEMENT LLC

CIK 0001104186

$8M1.0M0.27%Q1 2026 05

BlackRock, Inc.

CIK 0002012383

$7M907K0.00%Q1 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$6M780K0.00%Q1 2026 07

JPMORGAN CHASE & CO

CIK 0000019617

$5M575K0.00%Q1 2026 08

STATE STREET CORP

CIK 0000093751

$3M417K0.00%Q1 2026 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$3M380K0.00%Q1 2026 10

JACOBS ASSET MANAGEMENT, LLC

CIK 0001351063

$3M375K1.84%Q1 2026 11

WOLVERINE ASSET MANAGEMENT LLC

CIK 0001279891

$2M230K0.02%Q1 2026 12

WELLS FARGO & COMPANY/MN

CIK 0000072971

$2M211K0.00%Q1 2026 13

RIVERBRIDGE PARTNERS LLC

CIK 0001112325

$2M197K0.04%Q1 2026 14

Penserra Capital Management LLC

CIK 0001593324

$1M141K0.01%Q1 2026 15

North Ground Capital

CIK 0002055446

$1M136K1.35%Q1 2026 16

NORTHERN TRUST CORP

CIK 0000073124· Index

$1M125K0.00%Q1 2026 17

Vivaldi Capital Management LP

CIK 0001682021

$931K113K0.13%Q1 2026 18

AMERIPRISE FINANCIAL INC

CIK 0000820027

$810K99K0.00%Q1 2026 19

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$788K96K0.00%Q1 2026 20

UBS Group AG

CIK 0001610520

$784K95K0.00%Q1 2026

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