Who owns Abacus Global Management (ABX)
Which tracked institutional funds hold ABX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ABX company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
11 tracked funds added or opened ABX while 29 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
ABX’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes ABX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ABX 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 134 tracked filers holding ABX, 75 increased or opened the position and 59 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 ABX 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 6
- VANGUARD CAPITAL MANAGEMENT LLC$14M
- ASHFORD CAPITAL MANAGEMENT INC$7M
- VANGUARD PORTFOLIO MANAGEMENT LLC$2M
- VANGUARD FIDUCIARY TRUST CO$2M
- CREDIT AGRICOLE S A$985K
- VARCOV Co.$784K
Full exits 7
- VANGUARD GROUP INC$20M
- Diametric Capital, LP$1M
- Pacific Ridge Capital Partners, LLC$962K
- LOS ANGELES CAPITAL MANAGEMENT LLC$899K
- CITIZENS FINANCIAL GROUP INC/RI$889K
- FIRST TRUST ADVISORS LP$793K
Largest adds
- MORGAN STANLEY$7M
- HRT FINANCIAL LP$783K
- JANE STREET GROUP, LLC$493K
- QTR Family Wealth, LLC$371K
- SEI INVESTMENTS CO$359K
Largest trims
- Alyeska Investment Group, L.P.$11M
- GOLDMAN SACHS GROUP INC$7M
- CITADEL ADVISORS LLC$7M
- BNP PARIBAS FINANCIAL MARKETS$2M
- BlackRock, Inc.$2M
- MENDON CAPITAL ADVISORS CORP$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 |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 2,283,996 | $24M | 8.1% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 2,116,867 | $17M | 5.5% | 2026-Q1 |
| MENDON CAPITAL ADVISORS CORP trimmed | 1,949,321 | $15M | 5.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,831,610 | $14M | 4.8% | 2026-Q1 |
| Curi Capital, LLC trimmed | 1,800,000 | $14M | 4.7% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 1,330,138 | $10M | 3.4% | 2026-Q1 |
| STATE STREET CORP trimmed | 850,762 | $9M | 3.0% | 2026-Q2 |
| Alta Fundamental Advisers LLC | 1,097,639 | $9M | 2.9% | 2026-Q1 |
| MORGAN STANLEY added | 1,054,648 | $8M | 2.8% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 966,042 | $8M | 2.5% | 2026-Q1 |
| CSM Advisors, LLC trimmed | 907,465 | $7M | 2.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 896,573 | $7M | 2.3% | 2026-Q1 |
| Alyeska Investment Group, L.P. trimmed | 876,616 | $7M | 2.3% | 2026-Q1 |
| ASHFORD CAPITAL MANAGEMENT INC new | 864,900 | $7M | 2.3% | 2026-Q1 |
| QTR Family Wealth, LLC | 628,578 | $5M | 1.8% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 639,803 | $5M | 1.7% | 2026-Q1 |
| National Philanthropic Trust | 500,000 | $4M | 1.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 471,328 | $4M | 1.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 420,241 | $3M | 1.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 351,631 | $3M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 321,499 | $3M | 0.8% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 286,639 | $2M | 0.8% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 206,298 | $2M | 0.7% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 279,722 | $2M | 0.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 234,136 | $2M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 226,063 | $2M | 0.6% | 2026-Q1 |
| SEI INVESTMENTS CO added | 204,620 | $2M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 199,605 | $2M | 0.5% | 2026-Q1 |
| AWM Investment Company, Inc. | 177,772 | $1M | 0.5% | 2026-Q1 |
| Nuveen, LLC added | 172,906 | $1M | 0.5% | 2026-Q1 |
| UBS Group AG added | 166,889 | $1M | 0.4% | 2026-Q1 |
| Grandeur Peak Global Advisors, LLC trimmed | 156,340 | $1M | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp added | 152,101 | $1M | 0.4% | 2026-Q1 |
| HRT FINANCIAL LP added | 143,145 | $1M | 0.4% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 131,800 | $1M | 0.3% | 2026-Q1 |
| CREDIT AGRICOLE S A new | 125,000 | $985K | 0.3% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 76,197 | $816K | 0.3% | 2026-Q2 |
| VARCOV Co. new | 99,435 | $784K | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 88,866 | $700K | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 59,920 | $642K | 0.2% | 2026-Q2 |
| JB CAPITAL PARTNERS LP | 80,000 | $630K | 0.2% | 2026-Q1 |
| Swiss National Bank trimmed | 77,300 | $609K | 0.2% | 2026-Q1 |
| State of Wyoming added | 59,611 | $470K | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 43,386 | $465K | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC added | 45,971 | $362K | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 33,810 | $362K | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 43,100 | $340K | 0.1% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP trimmed | 42,280 | $333K | 0.1% | 2026-Q1 |
| World Investment Advisors added | 40,137 | $316K | 0.1% | 2026-Q1 |
| XTX Topco Ltd trimmed | 37,434 | $295K | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 35,700 | $281K | 0.1% | 2026-Q1 |
| Invesco Ltd. added | 25,142 | $269K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 33,585 | $265K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 33,291 | $262K | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 32,914 | $259K | 0.1% | 2026-Q1 |
| IMC-Chicago, LLC added | 32,366 | $255K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 23,315 | $250K | 0.1% | 2026-Q2 |
| FOX RUN MANAGEMENT, L.L.C. new | 31,399 | $250K | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 31,477 | $248K | 0.1% | 2026-Q1 |
| MIRABELLA FINANCIAL SERVICES LLP new | 31,131 | $245K | 0.1% | 2026-Q1 |
| Virtu Financial LLC new | 30,751 | $242K | 0.1% | 2026-Q1 |
| Engineers Gate Manager LP trimmed | 30,400 | $240K | 0.1% | 2026-Q1 |
| Legal & General Group Plc trimmed | 29,431 | $232K | 0.1% | 2026-Q1 |
| MANGROVE PARTNERS IM, LLC trimmed | 29,191 | $230K | 0.1% | 2026-Q1 |
| Centiva Capital, LP trimmed | 26,653 | $210K | 0.1% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC new | 26,394 | $208K | 0.1% | 2026-Q1 |
| Magnetar Financial LLC trimmed | 25,716 | $203K | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 25,572 | $202K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 25,103 | $200K | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC | 23,895 | $188K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 2,315,661 | $20M | 6.6% | 2025-Q4 stale |
| Philadelphia Financial Management of San Francisco, LLC trimmed | 2,069,221 | $15M | 5.1% | 2025-Q1 stale |
| Foundry Partners, LLC added | 756,957 | $6M | 1.9% | 2025-Q1 stale |
| Stieven Capital Advisors, L.P. added | 743,310 | $6M | 1.8% | 2025-Q1 stale |
| GRATIA CAPITAL, LLC added | 627,402 | $5M | 1.6% | 2025-Q1 stale |
| Clearbridge Investments, LLC trimmed | 607,738 | $5M | 1.5% | 2025-Q1 stale |
| Bastion Asset Management Inc. new | 577,479 | $4M | 1.4% | 2025-Q1 stale |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 789,060 | $4M | 1.3% | 2025-Q2 stale |
| LAZARD ASSET MANAGEMENT LLC added | 497,749 | $4M | 1.2% | 2025-Q1 stale |
| Zimmer Partners, LP trimmed | 325,000 | $2M | 0.6% | 2025-Q2 stale |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT trimmed | 275,000 | $2M | 0.5% | 2025-Q3 stale |
| Kodai Capital Management LP trimmed | 158,200 | $1M | 0.4% | 2025-Q1 stale |
| Trexquant Investment LP new | 216,753 | $1M | 0.4% | 2025-Q2 stale |
| Diametric Capital, LP added | 119,267 | $1M | 0.3% | 2025-Q4 stale |
| Pacific Ridge Capital Partners, LLC trimmed | 112,505 | $962K | 0.3% | 2025-Q4 stale |
| LOS ANGELES CAPITAL MANAGEMENT LLC new | 176,610 | $899K | 0.3% | 2025-Q4 stale |
| CITIZENS FINANCIAL GROUP INC/RI added | 104,000 | $889K | 0.3% | 2025-Q4 stale |
| FIRST TRUST ADVISORS LP added | 92,739 | $793K | 0.3% | 2025-Q4 stale |
| TUDOR INVESTMENT CORP ET AL new | 116,572 | $599K | 0.2% | 2025-Q2 stale |
| Quantbot Technologies LP trimmed | 60,886 | $521K | 0.2% | 2025-Q4 stale |
| EntryPoint Capital, LLC new | 73,937 | $424K | 0.1% | 2025-Q3 stale |
| OMERS ADMINISTRATION Corp trimmed | 52,500 | $393K | 0.1% | 2025-Q1 stale |
| ExodusPoint Capital Management, LP added | 45,381 | $388K | 0.1% | 2025-Q4 stale |
| Qube Research & Technologies Ltd new | 48,039 | $360K | 0.1% | 2025-Q1 stale |
| AXQ CAPITAL, LP new | 29,510 | $252K | 0.1% | 2025-Q4 stale |
| Universal- Beteiligungs- und Servicegesellschaft mbH new | 33,190 | $249K | 0.1% | 2025-Q1 stale |
| Richard W. Paul & Associates, LLC added | 47,072 | $242K | 0.1% | 2025-Q2 stale |
| Jump Financial, LLC new | 37,417 | $214K | 0.1% | 2025-Q3 stale |
| Brooklyn Investment Group new | 24,414 | $207K | 0.1% | 2025-Q4 stale |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND new | 34,500 | $198K | 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.