Who owns Aebi Schmidt Holding AG (AEBI)
Which tracked institutional funds hold AEBI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AEBI 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 AEBI is one-sided between 2026-Q1 and 2026-Q2: 43 added or opened and 11 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
AEBI’s largest tracked holder by dollar value, PZENA INVESTMENT MANAGEMENT LLC, 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 AEBI 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 127 tracked filers holding AEBI, 63 increased or opened the position and 69 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases. A multi-insider buy cluster also fired inside the quarter.
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 AEBI 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 6
- FIRST TRUST ADVISORS LP$2M
- LAZARD ASSET MANAGEMENT LLC$2M
- Boston Partners$2M
- ALGERT GLOBAL LLC$1M
- EASTERLY INVESTMENT PARTNERS LLC$1M
- STATE OF WISCONSIN INVESTMENT BOARD$828K
Full exits 7
- T. Rowe Price Investment Management, Inc.$37M
- CSM Advisors, LLC$5M
- 4D Advisors, LLC$3M
- Olstein Capital Management, L.P.$1M
- MILLENNIUM MANAGEMENT LLC$917K
- JANUS HENDERSON GROUP PLC$755K
Largest adds
- PZENA INVESTMENT MANAGEMENT LLC$14M
- BlackRock, Inc.$11M
- Medina Value Partners, LLC$8M
- Zuckerman Investment Group, LLC$5M
- Meros Investment Management, LP$4M
- DIMENSIONAL FUND ADVISORS LP$4M
Largest trims
- RENAISSANCE TECHNOLOGIES LLC$1M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$968K
- BARCLAYS PLC$332K
- SEI INVESTMENTS CO$266K
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 |
|---|---|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC added | 4,319,337 | $54M | 15.6% | 2026-Q2 |
| BlackRock, Inc. added | 3,237,791 | $41M | 11.7% | 2026-Q2 |
| Medina Value Partners, LLC added | 1,903,833 | $24M | 6.9% | 2026-Q2 |
| Zuckerman Investment Group, LLC trimmed | 1,877,833 | $24M | 6.8% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,512,089 | $19M | 5.5% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 1,300,146 | $16M | 4.7% | 2026-Q2 |
| LOOMIS SAYLES & CO L P added | 1,015,094 | $13M | 3.7% | 2026-Q2 |
| NewEdge Wealth, LLC trimmed | 874,863 | $11M | 3.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 827,415 | $10M | 3.0% | 2026-Q2 |
| Ancora Advisors LLC trimmed | 776,916 | $10M | 2.8% | 2026-Q2 |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 691,953 | $9M | 2.5% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 690,259 | $9M | 2.5% | 2026-Q2 |
| STATE STREET CORP added | 684,908 | $9M | 2.5% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 565,458 | $7M | 2.0% | 2026-Q2 |
| Vontobel Holding Ltd. trimmed | 502,951 | $6M | 1.8% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 467,491 | $6M | 1.7% | 2026-Q2 |
| Meros Investment Management, LP added | 451,816 | $6M | 1.6% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 415,896 | $5M | 1.5% | 2026-Q2 |
| KIRR MARBACH & CO LLC /IN/ trimmed | 350,676 | $4M | 1.3% | 2026-Q2 |
| CONGRUENCE CAPITAL, LLC added | 310,771 | $4M | 1.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 297,655 | $4M | 1.1% | 2026-Q2 |
| First Eagle Investment Management, LLC trimmed | 245,300 | $3M | 0.9% | 2026-Q2 |
| NORTHERN TRUST CORP added | 244,532 | $3M | 0.9% | 2026-Q2 |
| Atom Investors LP added | 238,015 | $3M | 0.9% | 2026-Q2 |
| Orchard Capital Management, LLC added | 234,969 | $3M | 0.8% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 232,645 | $3M | 0.8% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL | 232,000 | $3M | 0.8% | 2026-Q2 |
| UBS Group AG added | 193,168 | $2M | 0.7% | 2026-Q2 |
| FIRST TRUST ADVISORS LP new | 173,518 | $2M | 0.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 164,982 | $2M | 0.6% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC new | 137,661 | $2M | 0.5% | 2026-Q2 |
| Quantinno Capital Management LP added | 133,656 | $2M | 0.5% | 2026-Q2 |
| Boston Partners new | 132,360 | $2M | 0.5% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 118,501 | $1M | 0.4% | 2026-Q2 |
| Nuveen, LLC trimmed | 118,189 | $1M | 0.4% | 2026-Q2 |
| ALGERT GLOBAL LLC new | 117,492 | $1M | 0.4% | 2026-Q2 |
| EASTERLY INVESTMENT PARTNERS LLC new | 107,175 | $1M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 100,840 | $1M | 0.4% | 2026-Q2 |
| Pacific Ridge Capital Partners, LLC added | 94,936 | $1M | 0.3% | 2026-Q2 |
| Corient Private Wealth LP added | 94,159 | $1M | 0.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 91,486 | $1M | 0.3% | 2026-Q2 |
| North Star Investment Management Corp. added | 76,000 | $954K | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 73,800 | $926K | 0.3% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD new | 65,979 | $828K | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 63,689 | $799K | 0.2% | 2026-Q2 |
| XTX Topco Ltd added | 62,409 | $783K | 0.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 51,680 | $649K | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 50,114 | $629K | 0.2% | 2026-Q2 |
| GABELLI FUNDS LLC | 49,000 | $615K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 47,852 | $601K | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 39,512 | $496K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 38,019 | $477K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 34,746 | $436K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 31,650 | $397K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 31,261 | $393K | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 28,255 | $274K | 0.1% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. trimmed | 27,643 | $347K | 0.1% | 2026-Q2 |
| ALLSTATE CORP added | 27,486 | $345K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 26,774 | $336K | 0.1% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 25,768 | $323K | 0.1% | 2026-Q2 |
| HSBC HOLDINGS PLC new | 25,758 | $321K | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 25,439 | $319K | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 23,088 | $290K | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 22,917 | $288K | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 22,443 | $282K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 22,363 | $281K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC trimmed | 21,987 | $276K | 0.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 21,200 | $266K | 0.1% | 2026-Q2 |
| Invesco Ltd. trimmed | 19,815 | $249K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 18,733 | $235K | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 18,038 | $226K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 17,301 | $217K | 0.1% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 16,998 | $213K | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 16,893 | $212K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 16,813 | $213K | 0.1% | 2026-Q2 |
| Vident Advisory, LLC | 16,167 | $203K | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 16,072 | $201K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 14,807 | $186K | 0.1% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 14,469 | $182K | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 13,806 | $173K | 0.0% | 2026-Q2 |
| SummitTX Capital, L.P. trimmed | 13,557 | $170K | 0.0% | 2026-Q2 |
| GLENMEDE TRUST CO NA trimmed | 12,779 | $160K | 0.0% | 2026-Q2 |
| Quadrature Capital Ltd new | 11,958 | $150K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 10,490 | $132K | 0.0% | 2026-Q2 |
| MAIRS & POWER INC | 10,401 | $131K | 0.0% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 10,234 | $128K | 0.0% | 2026-Q2 |
| ARIZONA STATE RETIREMENT SYSTEM trimmed | 10,149 | $127K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 9,986 | $125K | 0.0% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. | 9,750 | $122K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 8,084 | $101K | 0.0% | 2026-Q2 |
| KLP KAPITALFORVALTNING AS | 8,000 | $100K | 0.0% | 2026-Q2 |
| First Command Advisory Services, Inc. | 5,653 | $71K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 5,027 | $63K | 0.0% | 2026-Q2 |
| Murphy & Mullick Capital Management Corp | 3,619 | $45K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. | 3,533 | $44K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 3,257 | $41K | 0.0% | 2026-Q2 |
| Versant Capital Management, Inc added | 3,078 | $39K | 0.0% | 2026-Q2 |
| Arax Advisory Partners trimmed | 1,422 | $18K | 0.0% | 2026-Q2 |
| GAMMA Investing LLC trimmed | 1,407 | $18K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,359 | $17K | 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.