Who owns AAMI (AAMI)
Which tracked institutional funds hold AAMI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AAMI company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
86 tracked funds added or opened AAMI while 32 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AAMI’s largest tracked holder by dollar value, PAULSON & CO. INC., sizes it at 13.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 13.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AAMI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 255 tracked filers holding AAMI, 127 increased or opened the position and 125 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AAMI between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 18
- VANGUARD CAPITAL MANAGEMENT LLC$63M
- VANGUARD PORTFOLIO MANAGEMENT LLC$48M
- Azora Capital LP$18M
- Boston Trust Walden Corp$15M
- VANGUARD FIDUCIARY TRUST CO$10M
- Karl Kapital LLC$5M
Full exits 13
- VANGUARD GROUP INC$100M
- TWO SIGMA ADVISERS, LP$13M
- NORGES BANK$6M
- TUDOR INVESTMENT CORP ET AL$5M
- Nearwater Capital Markets, Ltd$3M
- ExodusPoint Capital Management, LP$2M
Largest adds
- PAULSON & CO. INC.$57M
- JENNISON ASSOCIATES LLC$20M
- SG Americas Securities, LLC$16M
- TWO SIGMA INVESTMENTS, LP$13M
- Woodline Partners LP$12M
- JANUS HENDERSON GROUP PLC$10M
Largest trims
- BlackRock, Inc.$67M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$11M
- North Reef Capital Management LP$9M
- JACOBS LEVY EQUITY MANAGEMENT, INC$2M
- D. E. Shaw & Co., Inc.$2M
- JPMORGAN CHASE & CO$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| PAULSON & CO. INC. | 7,743,282 | $421M | 21.6% | 2026-Q1 |
| BlackRock, Inc. trimmed | 2,796,784 | $152M | 7.8% | 2026-Q1 |
| JENNISON ASSOCIATES LLC added | 2,022,207 | $110M | 5.6% | 2026-Q1 |
| Empyrean Capital Partners, LP trimmed | 1,308,190 | $71M | 3.6% | 2026-Q1 |
| STATE STREET CORP added | 1,209,440 | $66M | 3.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,158,887 | $63M | 3.2% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 904,549 | $49M | 2.5% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 883,909 | $48M | 2.5% | 2026-Q1 |
| Impax Asset Management Group plc trimmed | 823,323 | $45M | 2.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 747,822 | $41M | 2.1% | 2026-Q1 |
| Woodline Partners LP added | 701,720 | $38M | 2.0% | 2026-Q1 |
| SOROS FUND MANAGEMENT LLC trimmed | 648,807 | $35M | 1.8% | 2026-Q1 |
| SG Americas Securities, LLC added | 603,683 | $33M | 1.7% | 2026-Q1 |
| Nuveen, LLC trimmed | 588,464 | $32M | 1.6% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 568,320 | $31M | 1.6% | 2026-Q1 |
| MORGAN STANLEY added | 537,643 | $29M | 1.5% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 478,814 | $26M | 1.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 453,320 | $25M | 1.3% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 419,239 | $24M | 1.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 391,852 | $21M | 1.1% | 2026-Q1 |
| GW&K Investment Management, LLC trimmed | 375,977 | $20M | 1.0% | 2026-Q1 |
| Systematic Alpha Investments, LLC | 370,108 | $20M | 1.0% | 2026-Q1 |
| Azora Capital LP trimmed | 329,349 | $18M | 0.9% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 318,131 | $17M | 0.9% | 2026-Q1 |
| Boston Trust Walden Corp new | 281,604 | $15M | 0.8% | 2026-Q1 |
| NORTHERN TRUST CORP added | 279,061 | $15M | 0.8% | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added | 263,737 | $14M | 0.7% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 241,200 | $13M | 0.7% | 2026-Q1 |
| North Reef Capital Management LP trimmed | 220,239 | $12M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 219,292 | $12M | 0.6% | 2026-Q1 |
| UBS Group AG added | 216,817 | $12M | 0.6% | 2026-Q1 |
| FMR LLC added | 212,182 | $12M | 0.6% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 204,527 | $11M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 196,225 | $11M | 0.5% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 195,337 | $11M | 0.5% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 194,170 | $11M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 184,875 | $10M | 0.5% | 2026-Q1 |
| Allianz Asset Management GmbH added | 181,393 | $10M | 0.5% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 174,938 | $10M | 0.5% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 158,092 | $9M | 0.4% | 2026-Q1 |
| Public Sector Pension Investment Board added | 147,353 | $8M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 137,218 | $7M | 0.4% | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD added | 131,673 | $7M | 0.4% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 119,736 | $7M | 0.3% | 2026-Q1 |
| Man Group plc trimmed | 118,071 | $6M | 0.3% | 2026-Q1 |
| BRIGHTLIGHT CAPITAL MANAGEMENT LP trimmed | 100,200 | $5M | 0.3% | 2026-Q1 |
| ALGERT GLOBAL LLC trimmed | 96,687 | $5M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 97,620 | $5M | 0.3% | 2026-Q1 |
| Karl Kapital LLC new | 90,048 | $5M | 0.3% | 2026-Q1 |
| LSV ASSET MANAGEMENT | 82,300 | $4M | 0.2% | 2026-Q1 |
| Cannell & Spears LLC added | 84,513 | $4M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 81,107 | $4M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 81,023 | $4M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 80,776 | $4M | 0.2% | 2026-Q1 |
| Vident Advisory, LLC added | 78,642 | $4M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 72,136 | $4M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 69,334 | $4M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 67,421 | $4M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 64,288 | $3M | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 63,557 | $3M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 62,788 | $3M | 0.2% | 2026-Q1 |
| KESTREL INVESTMENT MANAGEMENT CORP trimmed | 62,381 | $3M | 0.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 60,544 | $3M | 0.2% | 2026-Q1 |
| Linden Thomas Advisory Services, LLC added | 59,448 | $3M | 0.2% | 2026-Q1 |
| CREDIT AGRICOLE S A | 58,389 | $3M | 0.2% | 2026-Q1 |
| Boston Partners added | 57,533 | $3M | 0.2% | 2026-Q1 |
| Swiss National Bank | 56,526 | $3M | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 56,410 | $3M | 0.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 54,244 | $3M | 0.2% | 2026-Q1 |
| Engineers Gate Manager LP added | 52,696 | $3M | 0.1% | 2026-Q1 |
| ZACKS INVESTMENT MANAGEMENT added | 50,853 | $3M | 0.1% | 2026-Q1 |
| Assenagon Asset Management S.A. trimmed | 45,836 | $2M | 0.1% | 2026-Q1 |
| HUSSMAN STRATEGIC ADVISORS, INC. trimmed | 42,000 | $2M | 0.1% | 2026-Q1 |
| EFG International AG new | 41,435 | $2M | 0.1% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM added | 40,459 | $2M | 0.1% | 2026-Q1 |
| Redhawk Wealth Advisors, Inc. new | 40,092 | $2M | 0.1% | 2026-Q1 |
| INTECH INVESTMENT MANAGEMENT LLC added | 39,108 | $2M | 0.1% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 35,418 | $2M | 0.1% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC | 35,357 | $2M | 0.1% | 2026-Q1 |
| Kendall Capital Management added | 34,460 | $2M | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 34,194 | $2M | 0.1% | 2026-Q1 |
| CWA Asset Management Group, LLC new | 33,388 | $2M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 38,087 | $2M | 0.1% | 2026-Q1 |
| ROYCE & ASSOCIATES LP trimmed | 32,218 | $2M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 31,897 | $2M | 0.1% | 2026-Q1 |
| DARK FOREST CAPITAL MANAGEMENT LP trimmed | 30,948 | $2M | 0.1% | 2026-Q1 |
| Creative Planning added | 30,467 | $2M | 0.1% | 2026-Q1 |
| DGS Capital Management, LLC added | 29,489 | $2M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 2,117,342 | $100M | 5.1% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP trimmed | 274,475 | $13M | 0.7% | 2025-Q4 stale |
| Amundi added | 252,410 | $11M | 0.6% | 2025-Q3 stale |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added | 271,126 | $7M | 0.4% | 2025-Q1 stale |
| NORGES BANK added | 120,700 | $6M | 0.3% | 2025-Q4 stale |
| TUDOR INVESTMENT CORP ET AL trimmed | 101,163 | $5M | 0.2% | 2025-Q4 stale |
| Informed Momentum Co LLC trimmed | 99,149 | $5M | 0.2% | 2025-Q3 stale |
| Richard Bernstein Advisors LLC trimmed | 132,563 | $3M | 0.2% | 2025-Q1 stale |
| Nearwater Capital Markets, Ltd | 60,000 | $3M | 0.1% | 2025-Q4 stale |
| PRELUDE CAPITAL MANAGEMENT, LLC trimmed | 51,179 | $2M | 0.1% | 2025-Q3 stale |
| ExodusPoint Capital Management, LP added | 51,201 | $2M | 0.1% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 48,025 | $2M | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.