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-Q2 13F filings (latest filed 2026-09-22). 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
The tracked-fund tape on ABX is one-sided between 2026-Q1 and 2026-Q2: 42 added or opened and 9 trimmed or exited — on balance accumulating.
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, ROYCE & ASSOCIATES LP, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2026-Q1 and 2026-Q2, across 145 tracked filers holding ABX, 76 increased or opened the position and 75 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 ABX between the 2026-Q1 and 2026-Q2 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 10
- PANAGORA ASSET MANAGEMENT INC$2M
- Manatuck Hill Partners, LLC$2M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$2M
- SEGALL BRYANT & HAMILL, LLC$1M
- PICTON MAHONEY ASSET MANAGEMENT$1M
- JUPITER ASSET MANAGEMENT LTD$963K
Full exits 3
- CSM Advisors, LLC$7M
- HRT FINANCIAL LP$1M
- RENAISSANCE TECHNOLOGIES LLC$1M
Largest adds
- ASHFORD CAPITAL MANAGEMENT INC$11M
- ROYCE & ASSOCIATES LP$8M
- Curi Capital, LLC$4M
- MENDON CAPITAL ADVISORS CORP$4M
- Alta Fundamental Advisers LLC$3M
- BlackRock, Inc.$3M
Largest trims
- Alyeska Investment Group, L.P.$3M
- GOLDMAN SACHS GROUP INC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$495K
- VARCOV Co.$371K
- UBS Group AG$363K
- State of Wyoming$306K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ROYCE & ASSOCIATES LP added | 2,323,337 | $25M | 8.9% | 2026-Q2 |
| BlackRock, Inc. trimmed | 2,283,996 | $24M | 8.8% | 2026-Q2 |
| MENDON CAPITAL ADVISORS CORP trimmed | 1,800,000 | $19M | 6.9% | 2026-Q2 |
| Curi Capital, LLC trimmed | 1,700,000 | $18M | 6.5% | 2026-Q2 |
| ASHFORD CAPITAL MANAGEMENT INC added | 1,670,673 | $18M | 6.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 1,597,471 | $17M | 6.1% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 1,106,706 | $13M | 4.6% | 2026-Q2 |
| Alta Fundamental Advisers LLC | 1,097,639 | $12M | 4.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 999,868 | $11M | 3.8% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 872,323 | $9M | 3.4% | 2026-Q2 |
| STATE STREET CORP trimmed | 850,762 | $9M | 3.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 762,850 | $8M | 2.9% | 2026-Q2 |
| QTR Family Wealth, LLC added | 641,685 | $7M | 2.5% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 628,030 | $7M | 2.4% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 464,884 | $5M | 1.8% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 405,980 | $4M | 1.6% | 2026-Q2 |
| Alyeska Investment Group, L.P. trimmed | 403,061 | $4M | 1.5% | 2026-Q2 |
| National Philanthropic Trust trimmed | 375,000 | $4M | 1.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 350,821 | $4M | 1.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 278,648 | $3M | 1.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 249,470 | $3M | 1.0% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 228,585 | $2M | 0.9% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC new | 218,089 | $2M | 0.8% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 206,298 | $2M | 0.8% | 2026-Q2 |
| Grandeur Peak Global Advisors, LLC added | 205,787 | $2M | 0.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 204,242 | $2M | 0.8% | 2026-Q2 |
| Manatuck Hill Partners, LLC new | 200,000 | $2M | 0.8% | 2026-Q2 |
| AWM Investment Company, Inc. | 177,772 | $2M | 0.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 165,088 | $2M | 0.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 164,652 | $2M | 0.6% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP new | 164,140 | $2M | 0.6% | 2026-Q2 |
| Nuveen, LLC trimmed | 162,236 | $2M | 0.6% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 152,417 | $2M | 0.6% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 138,804 | $1M | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 130,645 | $1M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 125,643 | $1M | 0.5% | 2026-Q2 |
| CREDIT AGRICOLE S A | 125,000 | $1M | 0.5% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC new | 124,718 | $1M | 0.5% | 2026-Q2 |
| PICTON MAHONEY ASSET MANAGEMENT new | 107,656 | $1M | 0.4% | 2026-Q2 |
| Aquatic Capital Management LLC added | 95,985 | $1M | 0.4% | 2026-Q2 |
| JUPITER ASSET MANAGEMENT LTD new | 89,941 | $963K | 0.3% | 2026-Q2 |
| UBS Group AG trimmed | 88,895 | $952K | 0.3% | 2026-Q2 |
| JB CAPITAL PARTNERS LP | 80,000 | $857K | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 76,226 | $816K | 0.3% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 76,197 | $816K | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 67,800 | $726K | 0.3% | 2026-Q2 |
| Weiss Asset Management LP new | 65,139 | $698K | 0.3% | 2026-Q2 |
| Capital Investment Advisory Services, LLC new | 65,066 | $697K | 0.3% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP new | 64,845 | $694K | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 59,920 | $642K | 0.2% | 2026-Q2 |
| Engineers Gate Manager LP added | 56,557 | $606K | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC added | 55,551 | $595K | 0.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 50,989 | $546K | 0.2% | 2026-Q2 |
| Man Group plc new | 48,272 | $517K | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 43,386 | $465K | 0.2% | 2026-Q2 |
| VARCOV Co. trimmed | 38,543 | $413K | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 37,230 | $399K | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 34,516 | $370K | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 33,810 | $362K | 0.1% | 2026-Q2 |
| CITIGROUP INC trimmed | 31,486 | $337K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 30,185 | $323K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 27,822 | $298K | 0.1% | 2026-Q2 |
| HSBC HOLDINGS PLC new | 25,979 | $285K | 0.1% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC new | 25,803 | $276K | 0.1% | 2026-Q2 |
| Jump Financial, LLC trimmed | 25,400 | $272K | 0.1% | 2026-Q2 |
| Invesco Ltd. added | 25,142 | $269K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 24,685 | $264K | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 24,511 | $263K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 24,156 | $259K | 0.1% | 2026-Q2 |
| BRC Group Holdings, Inc. new | 24,007 | $257K | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. new | 23,900 | $188K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC | 23,895 | $256K | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 23,681 | $254K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 23,315 | $250K | 0.1% | 2026-Q2 |
| Oasis Management Co Ltd. | 23,000 | $246K | 0.1% | 2026-Q2 |
| Jain Global LLC new | 22,776 | $244K | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 21,800 | $234K | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 21,536 | $231K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 21,047 | $226K | 0.1% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC new | 20,593 | $221K | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 19,642 | $210K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 18,183 | $195K | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) trimmed | 17,800 | $191K | 0.1% | 2026-Q2 |
| World Investment Advisors trimmed | 17,657 | $189K | 0.1% | 2026-Q2 |
| Legal & General Group Plc trimmed | 17,335 | $186K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 17,300 | $185K | 0.1% | 2026-Q2 |
| Swiss Life Asset Management Ltd new | 16,916 | $181K | 0.1% | 2026-Q2 |
| KLP KAPITALFORVALTNING AS | 16,900 | $181K | 0.1% | 2026-Q2 |
| Centiva Capital, LP trimmed | 15,694 | $168K | 0.1% | 2026-Q2 |
| IMC-Chicago, LLC trimmed | 15,403 | $165K | 0.1% | 2026-Q2 |
| State of Wyoming trimmed | 15,260 | $163K | 0.1% | 2026-Q2 |
| GROUP ONE TRADING LLC added | 14,235 | $152K | 0.1% | 2026-Q2 |
| Brevan Howard Capital Management LP new | 14,082 | $151K | 0.1% | 2026-Q2 |
| DIVERSIFIED TRUST CO new | 13,987 | $150K | 0.1% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 13,965 | $150K | 0.1% | 2026-Q2 |
| Inscription Capital, LLC added | 13,684 | $147K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 12,932 | $139K | 0.0% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 12,197 | $131K | 0.0% | 2026-Q2 |
| Empirical Asset Management, LLC new | 11,799 | $126K | 0.0% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC | 11,474 | $123K | 0.0% | 2026-Q2 |
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.