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Institutional Ownership · SEC Form 13F

Who owns ABBNY


Which tracked institutional funds hold ABBNY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ABBNY company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-28). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

49
Institutional holders
2M
Shares held (tracked funds)

How the tape is positioned

5 tracked funds added or opened ABBNY while 7 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

ABBNY’s largest tracked holder by dollar value, NORTHEAST INVESTMENT MANAGEMENT, sizes it at 2.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in ABBNY 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 49 tracked filers holding ABBNY, 14 increased or opened the position and 29 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

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 ABBNY 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 2

  • O'Brien Greene & Co. Inc$7M
  • Lester Murray Antman dba SimplyRich$1M

Full exits 4

  • Steigerwald, Gordon & Koch Inc.$28M
  • BEDDOW CAPITAL MANAGEMENT INC$9M
  • HANCOCK WHITNEY CORP$1M
  • RNC CAPITAL MANAGEMENT LLC$760K

Largest adds

  • NORTHEAST INVESTMENT MANAGEMENT$4M
  • Front Row Advisors LLC$603K
  • RHUMBLINE ADVISERS$452K

Largest trims

  • RICHARDSON FINANCIAL SERVICES INC.$145M
  • KORNITZER CAPITAL MANAGEMENT INC /KS$1M
  • L & S Advisors Inc$899K

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).

FundSharesReported value% of valueQuarter
NORTHEAST INVESTMENT MANAGEMENT trimmed694,693$56M30.5%2026-Q1
KORNITZER CAPITAL MANAGEMENT INC /KS trimmed348,920$27M15.0%2026-Q1
O'Brien Greene & Co. Inc new83,442$7M3.7%2026-Q1
Front Row Advisors LLC78,340$6M3.5%2026-Q1
RHUMBLINE ADVISERS added56,132$5M2.5%2026-Q1
Royal Palms Capital LLC trimmed42,317$3M1.9%2026-Q1
GREAT LAKES ADVISORS, LLC trimmed39,272$3M1.7%2026-Q1
L & S Advisors Inc trimmed30,378$2M1.3%2026-Q1
Henry James International Management Inc. added29,534$2M1.3%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed26,048$2M1.1%2026-Q1
Cohen Klingenstein LLC25,000$2M1.1%2026-Q1
Ativo Capital Management LLC trimmed22,640$2M1.0%2026-Q1
Horrell Capital Management, Inc. trimmed22,337$2M1.0%2026-Q1
YOUSIF CAPITAL MANAGEMENT, LLC22,114$2M1.0%2026-Q1
Lester Murray Antman dba SimplyRich18,073$1M0.8%2026-Q1
BOSTON FAMILY OFFICE LLC10,450$841K0.5%2026-Q1
GAMMA Investing LLC added9,491$764K0.4%2026-Q1
Calydon Capital8,485$683K0.4%2026-Q1
LEAVELL INVESTMENT MANAGEMENT, INC.7,222$589K0.3%2026-Q1
Firsthand Capital Management, Inc.7,000$563K0.3%2026-Q1
Diversified Trust Co trimmed6,278$494K0.3%2026-Q1
Stanley-Laman Group, Ltd.6,117$492K0.3%2026-Q1
CHICAGO TRUST Co NA trimmed6,084$479K0.3%2026-Q1
Williams Jones Wealth Management, LLC. added5,753$463K0.3%2026-Q1
BENEDICT FINANCIAL ADVISORS INC trimmed5,691$458K0.3%2026-Q1
KELLEHER FINANCIAL ADVISORS7,162$427K0.2%2026-Q1
Collaborative Fund Advisors, LLC new5,213$420K0.2%2026-Q1
Tradewinds, LLC.3,242$327K0.2%2026-Q1
COZAD ASSET MANAGEMENT INC trimmed3,760$303K0.2%2026-Q1
WASHINGTON TRUST Co3,300$260K0.1%2026-Q1
MOODY LYNN LIEBERSON & WALKER, LLC added3,227$260K0.1%2026-Q1
Enterprise Financial Services Corp added3,091$249K0.1%2026-Q1
Strive Financial Group ,LLC new3,010$242K0.1%2026-Q1
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. trimmed2,678$216K0.1%2026-Q1
HUNTINGTON NATIONAL BANK trimmed2,672$215K0.1%2026-Q1
BAHL & GAYNOR INC2,705$213K0.1%2026-Q1
Fulton Bank, N.A. trimmed2,676$211K0.1%2026-Q1
ATLAS CAPITAL ADVISORS INC.1,525$123K0.1%2026-Q1
First Command Advisory Services, Inc. new1,217$99K0.1%2026-Q1
Salomon & Ludwin, LLC trimmed1,142$94K0.1%2026-Q1
Westside Investment Management, Inc.1,124$92K0.1%2026-Q1
Ancora Advisors LLC trimmed896$72K0.0%2026-Q1
Main Street Group, LTD711$57K0.0%2026-Q1
BOYD WATTERSON ASSET MANAGEMENT LLC/OH622$49K0.0%2026-Q1
THOMPSON INVESTMENT MANAGEMENT, INC.325$26K0.0%2026-Q1
Strengthening Families & Communities, LLC226$18K0.0%2026-Q1
NBC SECURITIES, INC. trimmed106$8K0.0%2026-Q1
IMA Advisory Services, Inc.72$6K0.0%2026-Q1
RICHARDSON FINANCIAL SERVICES INC. trimmed8$6440.0%2026-Q1
Steigerwald, Gordon & Koch Inc. trimmed380,831$28M15.4%2025-Q4 stale
BEDDOW CAPITAL MANAGEMENT INC trimmed124,815$9M5.0%2025-Q4 stale
AMUNDI added60,698$3M1.7%2025-Q1 stale
Dorsey Wright & Associates trimmed60,105$3M1.7%2025-Q1 stale
HANCOCK WHITNEY CORP trimmed15,599$1M0.6%2025-Q4 stale
AdvisorShares Investments LLC added21,386$1M0.6%2025-Q1 stale
Corient IA LLC15,000$892K0.5%2025-Q2 stale
Myriad Asset Management US LP trimmed11,323$815K0.4%2025-Q3 stale
RNC CAPITAL MANAGEMENT LLC added10,276$760K0.4%2025-Q4 stale
Meeder Advisory Services, Inc. trimmed9,636$502K0.3%2025-Q1 stale
KINGSWOOD WEALTH ADVISORS, LLC new3,791$283K0.2%2025-Q4 stale
HighPoint Advisor Group LLC trimmed3,465$256K0.1%2025-Q4 stale
FNY Investment Advisers, LLC added4,279$255K0.1%2025-Q2 stale
Moloney Securities Asset Management, LLC trimmed2,966$214K0.1%2025-Q3 stale
AMERIFLEX GROUP, INC. added844$62K0.0%2025-Q4 stale
Glen Eagle Advisors, LLC added400$29K0.0%2025-Q3 stale
Brooklyn Investment Group added445$27K0.0%2025-Q2 stale
CROWLEY WEALTH MANAGEMENT, INC.200$14K0.0%2025-Q3 stale
First Horizon Advisors, Inc. trimmed178$11K0.0%2025-Q2 stale
1620 INVESTMENT ADVISORS, INC. new155$9K0.0%2025-Q2 stale
Signature Equity Partners, LLC new125$9K0.0%2025-Q4 stale
ORG Wealth Partners, LLC trimmed96$5K0.0%2025-Q1 stale
Murphy & Mullick Capital Management Corp added51$4K0.0%2025-Q4 stale
ORG Partners LLC50$4K0.0%2025-Q4 stale
Motiv8 Investments LLC new36$3K0.0%2025-Q4 stale
LIBERTY WEALTH MANAGEMENT LLC added55,790$1K0.0%2025-Q1 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.

HoldersTotal shares

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.

Learn how to read institutional ownership