Who owns ACMR (ACMR)
Which tracked institutional funds hold ACMR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ACMR 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
71 tracked funds added or opened ACMR while 71 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
ACMR’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 ACMR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ACMR 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 301 tracked filers holding ACMR, 155 increased or opened the position and 157 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 ACMR 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 37
- VANGUARD CAPITAL MANAGEMENT LLC$89M
- VANGUARD PORTFOLIO MANAGEMENT LLC$87M
- Value Aligned Research Advisors, LLC$38M
- Polunin Capital Partners Ltd$32M
- Longaeva Partners L.P.$28M
- Oxbow Capital Management (HK) Ltd$23M
Full exits 24
- VANGUARD GROUP INC$180M
- Triata Capital Ltd$76M
- Broad Bay Capital Management, LP$26M
- DISCOVERY CAPITAL MANAGEMENT, LLC / CT$12M
- Yiheng Capital Management, L.P.$7M
- MY.Alpha Management HK Advisors Ltd$4M
Largest adds
- WCM INVESTMENT MANAGEMENT, LLC$70M
- Qube Research & Technologies Ltd$23M
- CITIGROUP INC$23M
- DIMENSIONAL FUND ADVISORS LP$19M
- WEXFORD CAPITAL LP$10M
- Point72 Asset Management, L.P.$9M
Largest trims
- BlackRock, Inc.$88M
- LSV ASSET MANAGEMENT$72M
- SOUTHEASTERN ASSET MANAGEMENT INC/TN/$35M
- Invesco Ltd.$24M
- Mitsubishi UFJ Trust & Banking Corp$14M
- Steamboat Capital Partners, LLC$11M
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 | 5,673,823 | $223M | 11.5% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,264,337 | $89M | 4.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 2,203,831 | $87M | 4.5% | 2026-Q1 |
| STATE STREET CORP added | 2,006,116 | $79M | 4.1% | 2026-Q1 |
| WCM INVESTMENT MANAGEMENT, LLC added | 1,860,874 | $71M | 3.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,371,227 | $54M | 2.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,192,705 | $47M | 2.4% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 1,085,634 | $43M | 2.2% | 2026-Q1 |
| Value Aligned Research Advisors, LLC new | 955,927 | $38M | 1.9% | 2026-Q1 |
| Polunin Capital Partners Ltd new | 763,318 | $32M | 1.6% | 2026-Q1 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ trimmed | 782,900 | $31M | 1.6% | 2026-Q1 |
| Invesco Ltd. trimmed | 741,596 | $29M | 1.5% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 724,405 | $29M | 1.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 719,023 | $28M | 1.5% | 2026-Q1 |
| Tekne Capital Management, LLC | 715,000 | $28M | 1.4% | 2026-Q1 |
| Longaeva Partners L.P. new | 708,379 | $28M | 1.4% | 2026-Q1 |
| FMR LLC trimmed | 628,299 | $25M | 1.3% | 2026-Q1 |
| CITIGROUP INC added | 619,892 | $24M | 1.3% | 2026-Q1 |
| WEXFORD CAPITAL LP added | 599,246 | $24M | 1.2% | 2026-Q1 |
| Cederberg Capital Ltd added | 599,200 | $24M | 1.2% | 2026-Q1 |
| Oxbow Capital Management (HK) Ltd new | 596,689 | $23M | 1.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 562,535 | $22M | 1.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 552,304 | $22M | 1.1% | 2026-Q1 |
| LSV ASSET MANAGEMENT trimmed | 545,307 | $21M | 1.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 481,219 | $19M | 1.0% | 2026-Q1 |
| Mitsubishi UFJ Trust & Banking Corp trimmed | 465,759 | $18M | 0.9% | 2026-Q1 |
| UBS Group AG trimmed | 404,109 | $16M | 0.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 402,412 | $16M | 0.8% | 2026-Q1 |
| Penn Capital Management Company, LLC trimmed | 397,766 | $16M | 0.8% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 373,987 | $15M | 0.8% | 2026-Q1 |
| Raiffeisen Bank International AG trimmed | 380,000 | $14M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 341,401 | $13M | 0.7% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 340,724 | $13M | 0.7% | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO added | 339,863 | $13M | 0.7% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 318,207 | $13M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 314,609 | $12M | 0.6% | 2026-Q1 |
| Tidal Investments LLC added | 313,815 | $12M | 0.6% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 305,000 | $12M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 297,573 | $11M | 0.6% | 2026-Q1 |
| Oasis Management Co Ltd. added | 270,088 | $11M | 0.5% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 259,436 | $10M | 0.5% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC new | 244,252 | $10M | 0.5% | 2026-Q1 |
| Kerrisdale Advisers, LLC trimmed | 223,755 | $9M | 0.5% | 2026-Q1 |
| Steamboat Capital Partners, LLC trimmed | 223,391 | $9M | 0.5% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 216,955 | $9M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 212,247 | $8M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 204,051 | $8M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 203,378 | $8M | 0.4% | 2026-Q1 |
| Public Sector Pension Investment Board added | 190,626 | $8M | 0.4% | 2026-Q1 |
| STOREBRAND ASSET MANAGEMENT AS new | 180,000 | $7M | 0.4% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 160,933 | $6M | 0.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 150,549 | $6M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 142,011 | $6M | 0.3% | 2026-Q1 |
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC trimmed | 138,815 | $5M | 0.3% | 2026-Q1 |
| Legal & General Group Plc trimmed | 126,296 | $5M | 0.3% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 122,600 | $5M | 0.2% | 2026-Q1 |
| DODGE & COX added | 119,892 | $5M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 111,889 | $4M | 0.2% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 89,736 | $4M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 106,600 | $4M | 0.2% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 103,456 | $4M | 0.2% | 2026-Q1 |
| THOMPSON SIEGEL & WALMSLEY LLC trimmed | 101,100 | $4M | 0.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 96,422 | $4M | 0.2% | 2026-Q1 |
| Nearwater Capital Markets, Ltd trimmed | 94,200 | $4M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 92,243 | $4M | 0.2% | 2026-Q1 |
| GROUP ONE TRADING LLC trimmed | 91,427 | $4M | 0.2% | 2026-Q1 |
| RPg Family Wealth Advisory, LLC trimmed | 91,030 | $4M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 85,005 | $3M | 0.2% | 2026-Q1 |
| Portolan Capital Management, LLC trimmed | 83,256 | $3M | 0.2% | 2026-Q1 |
| Kendall Capital Management trimmed | 83,131 | $3M | 0.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 83,038 | $3M | 0.2% | 2026-Q1 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC new | 80,000 | $3M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 79,855 | $3M | 0.2% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd added | 76,212 | $3M | 0.2% | 2026-Q1 |
| GILDER GAGNON HOWE & CO LLC added | 71,245 | $3M | 0.1% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 70,879 | $3M | 0.1% | 2026-Q1 |
| Horiko Capital Management LLC new | 66,000 | $3M | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 65,560 | $3M | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 64,200 | $3M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 4,563,303 | $180M | 9.3% | 2025-Q4 stale |
| Triata Capital Ltd trimmed | 1,929,919 | $76M | 3.9% | 2025-Q4 stale |
| Pertento Partners LLP | 1,024,632 | $27M | 1.4% | 2025-Q2 stale |
| Broad Bay Capital Management, LP trimmed | 652,214 | $26M | 1.3% | 2025-Q4 stale |
| Point72 Hong Kong Ltd added | 761,157 | $18M | 0.9% | 2025-Q1 stale |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT added | 296,200 | $12M | 0.6% | 2025-Q4 stale |
| OSTERWEIS CAPITAL MANAGEMENT INC added | 266,426 | $7M | 0.4% | 2025-Q2 stale |
| Yiheng Capital Management, L.P. trimmed | 174,447 | $7M | 0.4% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 175,317 | $7M | 0.4% | 2025-Q3 stale |
| Ruffer LLP new | 264,706 | $7M | 0.4% | 2025-Q2 stale |
| MY.Alpha Management HK Advisors Ltd trimmed | 105,605 | $4M | 0.2% | 2025-Q4 stale |
| Honeycomb Asset Management LP new | 173,700 | $4M | 0.2% | 2025-Q1 stale |
| Squarepoint Ops LLC added | 155,120 | $4M | 0.2% | 2025-Q2 stale |
| Walleye Trading LLC trimmed | 87,158 | $3M | 0.2% | 2025-Q4 stale |
| Centiva Capital, LP trimmed | 81,967 | $3M | 0.2% | 2025-Q4 stale |
| TUDOR INVESTMENT CORP ET AL | 74,474 | $3M | 0.1% | 2025-Q4 stale |
| Pinpoint Asset Management Ltd added | 122,428 | $3M | 0.1% | 2025-Q1 stale |
| TWINBEECH CAPITAL LP added | 121,480 | $3M | 0.1% | 2025-Q1 stale |
| Inspire Advisors, LLC new | 71,067 | $3M | 0.1% | 2025-Q4 stale |
| Verition Fund Management LLC added | 66,652 | $3M | 0.1% | 2025-Q4 stale |
| ALGERT GLOBAL LLC added | 66,474 | $3M | 0.1% | 2025-Q4 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.