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Institutional Ownership · SEC Form 13F

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.

302
Institutional holders
42,434,639
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed5,673,823$223M11.5%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new2,264,337$89M4.6%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new2,203,831$87M4.5%2026-Q1
STATE STREET CORP added2,006,116$79M4.1%2026-Q1
WCM INVESTMENT MANAGEMENT, LLC added1,860,874$71M3.6%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added1,371,227$54M2.8%2026-Q1
MORGAN STANLEY trimmed1,192,705$47M2.4%2026-Q1
JANUS HENDERSON GROUP PLC added1,085,634$43M2.2%2026-Q1
Value Aligned Research Advisors, LLC new955,927$38M1.9%2026-Q1
Polunin Capital Partners Ltd new763,318$32M1.6%2026-Q1
SOUTHEASTERN ASSET MANAGEMENT INC/TN/ trimmed782,900$31M1.6%2026-Q1
Invesco Ltd. trimmed741,596$29M1.5%2026-Q1
Qube Research & Technologies Ltd added724,405$29M1.5%2026-Q1
DIMENSIONAL FUND ADVISORS LP added719,023$28M1.5%2026-Q1
Tekne Capital Management, LLC715,000$28M1.4%2026-Q1
Longaeva Partners L.P. new708,379$28M1.4%2026-Q1
FMR LLC trimmed628,299$25M1.3%2026-Q1
CITIGROUP INC added619,892$24M1.3%2026-Q1
WEXFORD CAPITAL LP added599,246$24M1.2%2026-Q1
Cederberg Capital Ltd added599,200$24M1.2%2026-Q1
Oxbow Capital Management (HK) Ltd new596,689$23M1.2%2026-Q1
NORTHERN TRUST CORP added562,535$22M1.1%2026-Q1
GOLDMAN SACHS GROUP INC added552,304$22M1.1%2026-Q1
LSV ASSET MANAGEMENT trimmed545,307$21M1.1%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added481,219$19M1.0%2026-Q1
Mitsubishi UFJ Trust & Banking Corp trimmed465,759$18M0.9%2026-Q1
UBS Group AG trimmed404,109$16M0.8%2026-Q1
BANK OF AMERICA CORP /DE/ added402,412$16M0.8%2026-Q1
Penn Capital Management Company, LLC trimmed397,766$16M0.8%2026-Q1
FIRST TRUST ADVISORS LP added373,987$15M0.8%2026-Q1
Raiffeisen Bank International AG trimmed380,000$14M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new341,401$13M0.7%2026-Q1
PRINCIPAL FINANCIAL GROUP INC trimmed340,724$13M0.7%2026-Q1
CONGRESS ASSET MANAGEMENT CO added339,863$13M0.7%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed318,207$13M0.6%2026-Q1
Bank of New York Mellon Corp trimmed314,609$12M0.6%2026-Q1
Tidal Investments LLC added313,815$12M0.6%2026-Q1
Point72 Asset Management, L.P. added305,000$12M0.6%2026-Q1
JPMORGAN CHASE & CO added297,573$11M0.6%2026-Q1
Oasis Management Co Ltd. added270,088$11M0.5%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND trimmed259,436$10M0.5%2026-Q1
JACOBS LEVY EQUITY MANAGEMENT, INC new244,252$10M0.5%2026-Q1
Kerrisdale Advisers, LLC trimmed223,755$9M0.5%2026-Q1
Steamboat Capital Partners, LLC trimmed223,391$9M0.5%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added216,955$9M0.4%2026-Q1
AMERIPRISE FINANCIAL INC trimmed212,247$8M0.4%2026-Q1
WELLS FARGO & COMPANY/MN added204,051$8M0.4%2026-Q1
CITADEL ADVISORS LLC added203,378$8M0.4%2026-Q1
Public Sector Pension Investment Board added190,626$8M0.4%2026-Q1
STOREBRAND ASSET MANAGEMENT AS new180,000$7M0.4%2026-Q1
Russell Investments Group, Ltd. trimmed160,933$6M0.3%2026-Q1
AMERICAN CENTURY COMPANIES INC trimmed150,549$6M0.3%2026-Q1
RHUMBLINE ADVISERS added142,011$6M0.3%2026-Q1
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC trimmed138,815$5M0.3%2026-Q1
Legal & General Group Plc trimmed126,296$5M0.3%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed122,600$5M0.2%2026-Q1
DODGE & COX added119,892$5M0.2%2026-Q1
Nuveen, LLC added111,889$4M0.2%2026-Q1
SEGALL BRYANT & HAMILL, LLC trimmed89,736$4M0.2%2026-Q1
Swiss National Bank added106,600$4M0.2%2026-Q1
KENNEDY CAPITAL MANAGEMENT LLC trimmed103,456$4M0.2%2026-Q1
THOMPSON SIEGEL & WALMSLEY LLC trimmed101,100$4M0.2%2026-Q1
FRANKLIN RESOURCES INC added96,422$4M0.2%2026-Q1
Nearwater Capital Markets, Ltd trimmed94,200$4M0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added92,243$4M0.2%2026-Q1
GROUP ONE TRADING LLC trimmed91,427$4M0.2%2026-Q1
RPg Family Wealth Advisory, LLC trimmed91,030$4M0.2%2026-Q1
SEI INVESTMENTS CO added85,005$3M0.2%2026-Q1
Portolan Capital Management, LLC trimmed83,256$3M0.2%2026-Q1
Kendall Capital Management trimmed83,131$3M0.2%2026-Q1
LPL Financial LLC trimmed83,038$3M0.2%2026-Q1
INTRINSIC EDGE CAPITAL MANAGEMENT LLC new80,000$3M0.2%2026-Q1
DEUTSCHE BANK AG\ added79,855$3M0.2%2026-Q1
Y-Intercept (Hong Kong) Ltd added76,212$3M0.2%2026-Q1
GILDER GAGNON HOWE & CO LLC added71,245$3M0.1%2026-Q1
MACKENZIE FINANCIAL CORP added70,879$3M0.1%2026-Q1
Horiko Capital Management LLC new66,000$3M0.1%2026-Q1
MILLENNIUM MANAGEMENT LLC added65,560$3M0.1%2026-Q1
HRT FINANCIAL LP trimmed64,200$3M0.1%2026-Q1
VANGUARD GROUP INC trimmed4,563,303$180M9.3%2025-Q4 stale
Triata Capital Ltd trimmed1,929,919$76M3.9%2025-Q4 stale
Pertento Partners LLP1,024,632$27M1.4%2025-Q2 stale
Broad Bay Capital Management, LP trimmed652,214$26M1.3%2025-Q4 stale
Point72 Hong Kong Ltd added761,157$18M0.9%2025-Q1 stale
DISCOVERY CAPITAL MANAGEMENT, LLC / CT added296,200$12M0.6%2025-Q4 stale
OSTERWEIS CAPITAL MANAGEMENT INC added266,426$7M0.4%2025-Q2 stale
Yiheng Capital Management, L.P. trimmed174,447$7M0.4%2025-Q4 stale
JANE STREET GROUP, LLC trimmed175,317$7M0.4%2025-Q3 stale
Ruffer LLP new264,706$7M0.4%2025-Q2 stale
MY.Alpha Management HK Advisors Ltd trimmed105,605$4M0.2%2025-Q4 stale
Honeycomb Asset Management LP new173,700$4M0.2%2025-Q1 stale
Squarepoint Ops LLC added155,120$4M0.2%2025-Q2 stale
Walleye Trading LLC trimmed87,158$3M0.2%2025-Q4 stale
Centiva Capital, LP trimmed81,967$3M0.2%2025-Q4 stale
TUDOR INVESTMENT CORP ET AL74,474$3M0.1%2025-Q4 stale
Pinpoint Asset Management Ltd added122,428$3M0.1%2025-Q1 stale
TWINBEECH CAPITAL LP added121,480$3M0.1%2025-Q1 stale
Inspire Advisors, LLC new71,067$3M0.1%2025-Q4 stale
Verition Fund Management LLC added66,652$3M0.1%2025-Q4 stale
ALGERT GLOBAL LLC added66,474$3M0.1%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.

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.

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