Who owns AEP (AEP)
Which tracked institutional funds hold AEP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AEP 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
The tracked-fund tape on AEP is one-sided between 2025-Q4 and 2026-Q1: 600 added or opened and 166 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
AEP’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes AEP more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in AEP 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 1910 tracked filers holding AEP, 955 increased or opened the position and 793 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 AEP 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 66
- VANGUARD CAPITAL MANAGEMENT LLC$4.6B
- VANGUARD PORTFOLIO MANAGEMENT LLC$2.0B
- VANGUARD FIDUCIARY TRUST CO$399M
- Vanguard Global Advisers, LLC$155M
- VANGUARD ASSET MANAGEMENT, Ltd$132M
- CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$99M
Full exits 61
- VANGUARD GROUP INC$6.1B
- Alpha Cubed Investments, LLC$74M
- D1 Capital Partners L.P.$40M
- VIRGINIA RETIREMENT SYSTEMS ET Al$29M
- CIBC Private Wealth Group LLC$24M
- Pacer Advisors, Inc.$21M
Largest adds
- Invesco Ltd.$601M
- STATE STREET CORP$460M
- MILLENNIUM MANAGEMENT LLC$385M
- JANUS HENDERSON GROUP PLC$288M
- GEODE CAPITAL MANAGEMENT, LLC$269M
- AMERIPRISE FINANCIAL INC$262M
Largest trims
- VICTORY CAPITAL MANAGEMENT INC$343M
- FEDERATED HERMES, INC.$259M
- M&T Bank Corp$158M
- Soroban Capital Partners LP$140M
- Assenagon Asset Management S.A.$76M
- JPMORGAN CHASE & CO$67M
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 | 42,312,877 | $5.5B | 9.8% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 35,138,422 | $4.6B | 8.2% | 2026-Q1 |
| STATE STREET CORP trimmed | 30,288,136 | $4.0B | 7.0% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 15,608,556 | $2.0B | 3.6% | 2026-Q1 |
| GQG Partners LLC trimmed | 15,025,884 | $2.0B | 3.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 14,486,169 | $1.9B | 3.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 14,222,791 | $1.9B | 3.3% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 13,153,880 | $1.7B | 3.1% | 2026-Q1 |
| Invesco Ltd. added | 11,351,421 | $1.5B | 2.6% | 2026-Q1 |
| BARCLAYS PLC trimmed | 10,367,590 | $1.4B | 2.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 9,070,376 | $1.2B | 2.1% | 2026-Q1 |
| DODGE & COX trimmed | 8,739,835 | $1.1B | 2.0% | 2026-Q1 |
| FMR LLC added | 6,067,420 | $795M | 1.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 5,998,367 | $786M | 1.4% | 2026-Q1 |
| Nuveen, LLC added | 5,994,316 | $786M | 1.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 5,162,502 | $677M | 1.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 5,151,392 | $675M | 1.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 4,776,043 | $626M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 4,672,492 | $612M | 1.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 5,283,217 | $609M | 1.1% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 4,492,979 | $592M | 1.0% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 4,493,458 | $591M | 1.0% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 4,151,358 | $544M | 1.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 3,940,226 | $516M | 0.9% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 3,605,021 | $473M | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 3,511,986 | $460M | 0.8% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 3,050,795 | $400M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 3,044,696 | $399M | 0.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 2,989,056 | $392M | 0.7% | 2026-Q1 |
| CITIGROUP INC trimmed | 2,958,570 | $388M | 0.7% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 2,941,785 | $386M | 0.7% | 2026-Q1 |
| Amundi added | 2,541,047 | $333M | 0.6% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 2,431,662 | $319M | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 2,414,441 | $316M | 0.6% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 2,219,198 | $291M | 0.5% | 2026-Q1 |
| Mitsubishi UFJ Trust & Banking Corp added | 2,101,358 | $275M | 0.5% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 1,989,701 | $261M | 0.5% | 2026-Q1 |
| HighTower Advisors, LLC added | 1,982,456 | $260M | 0.5% | 2026-Q1 |
| National Pension Service added | 1,949,424 | $256M | 0.5% | 2026-Q1 |
| TD Asset Management Inc added | 1,931,327 | $253M | 0.4% | 2026-Q1 |
| UBS Group AG trimmed | 1,922,999 | $252M | 0.4% | 2026-Q1 |
| ANTIPODES PARTNERS Ltd trimmed | 1,810,086 | $237M | 0.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,793,510 | $235M | 0.4% | 2026-Q1 |
| Pictet Asset Management Holding SA added | 1,688,208 | $221M | 0.4% | 2026-Q1 |
| BESSEMER GROUP INC added | 1,661,844 | $218M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,609,151 | $211M | 0.4% | 2026-Q1 |
| Swiss National Bank added | 1,567,500 | $205M | 0.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 1,564,518 | $205M | 0.4% | 2026-Q1 |
| Capital Research Global Investors added | 1,491,127 | $195M | 0.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 1,488,974 | $195M | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 1,426,874 | $187M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 1,411,734 | $185M | 0.3% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 1,366,768 | $179M | 0.3% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 1,349,915 | $177M | 0.3% | 2026-Q1 |
| Mawer Investment Management Ltd. added | 1,334,492 | $175M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,264,916 | $166M | 0.3% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 1,206,666 | $158M | 0.3% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 1,205,330 | $158M | 0.3% | 2026-Q1 |
| ICAHN CARL C | 1,205,300 | $158M | 0.3% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 1,190,230 | $156M | 0.3% | 2026-Q1 |
| 1832 Asset Management L.P. added | 1,183,459 | $155M | 0.3% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 1,180,444 | $155M | 0.3% | 2026-Q1 |
| HUNTINGTON NATIONAL BANK added | 1,176,671 | $154M | 0.3% | 2026-Q1 |
| Chevy Chase Trust Holdings, LLC trimmed | 1,172,529 | $154M | 0.3% | 2026-Q1 |
| JOHNSON INVESTMENT COUNSEL INC trimmed | 1,166,421 | $153M | 0.3% | 2026-Q1 |
| Assenagon Asset Management S.A. trimmed | 1,142,050 | $150M | 0.3% | 2026-Q1 |
| Soroban Capital Partners LP trimmed | 1,131,523 | $148M | 0.3% | 2026-Q1 |
| LPL Financial LLC trimmed | 1,088,754 | $143M | 0.3% | 2026-Q1 |
| CRAWFORD INVESTMENT COUNSEL INC trimmed | 1,013,300 | $133M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 1,008,972 | $132M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 1,004,345 | $132M | 0.2% | 2026-Q1 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed | 950,691 | $125M | 0.2% | 2026-Q1 |
| Energy Income Partners, LLC added | 910,078 | $119M | 0.2% | 2026-Q1 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC added | 901,052 | $118M | 0.2% | 2026-Q1 |
| Epoch Investment Partners, Inc. trimmed | 899,618 | $118M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 885,737 | $116M | 0.2% | 2026-Q1 |
| Empower Advisory Group, LLC added | 867,624 | $114M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 861,402 | $113M | 0.2% | 2026-Q1 |
| ZACKS INVESTMENT MANAGEMENT added | 791,132 | $104M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 785,707 | $103M | 0.2% | 2026-Q1 |
| ProShare Advisors LLC trimmed | 772,395 | $101M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 767,254 | $101M | 0.2% | 2026-Q1 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 762,162 | $100M | 0.2% | 2026-Q1 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC added | 751,551 | $99M | 0.2% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 729,506 | $96M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 721,324 | $95M | 0.2% | 2026-Q1 |
| COMMERCE BANK added | 715,376 | $94M | 0.2% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 707,010 | $93M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 673,149 | $88M | 0.2% | 2026-Q1 |
| First Financial Bankshares Inc added | 652,133 | $85M | 0.2% | 2026-Q1 |
| M&T Bank Corp trimmed | 644,243 | $84M | 0.1% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 641,112 | $84M | 0.1% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 632,175 | $83M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 618,151 | $81M | 0.1% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 603,766 | $79M | 0.1% | 2026-Q1 |
| GABELLI FUNDS LLC trimmed | 591,850 | $78M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 52,496,479 | $6.1B | 10.7% | 2025-Q4 stale |
| Zimmer Partners, LP trimmed | 897,134 | $101M | 0.2% | 2025-Q3 stale |
| SOROS FUND MANAGEMENT LLC new | 878,960 | $96M | 0.2% | 2025-Q1 stale |
| Maple-Brown Abbott Ltd added | 874,707 | $96M | 0.2% | 2025-Q1 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.