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Institutional Ownership · SEC Form 13F

Who owns American Electric Power Company (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-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.

1,887
Institutional holders
487M
Shares held (tracked funds)

How the tape is positioned

450 tracked funds added or opened AEP while 208 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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

AEP’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp 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 2026-Q1 and 2026-Q2, across 1887 tracked filers holding AEP, 1009 increased or opened the position and 778 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 AEP 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 58

  • Jupiter Topco LLC$294M
  • SOROS FUND MANAGEMENT LLC$105M
  • JUPITER ASSET MANAGEMENT LTD$78M
  • Ghisallo Capital Management LLC$68M
  • Burkehill Global Management, LP$68M
  • Yaupon Capital Management LP$56M

Full exits 100

  • Amundi$333M
  • JANUS HENDERSON GROUP PLC$291M
  • HighTower Advisors, LLC$260M
  • BESSEMER GROUP INC$218M
  • NATIXIS ADVISORS, LLC$64M
  • VAUGHAN DAVID INVESTMENTS LLC/IL$63M

Largest adds

  • BlackRock, Inc.$1.4B
  • Invesco Ltd.$1.2B
  • VANGUARD PORTFOLIO MANAGEMENT LLC$1.2B
  • FRANKLIN RESOURCES INC$1.1B
  • BANK OF AMERICA CORP /DE/$1.0B
  • GOLDMAN SACHS GROUP INC$825M

Largest trims

  • GQG Partners LLC$566M
  • BARCLAYS PLC$424M
  • VICTORY CAPITAL MANAGEMENT INC$254M
  • 1832 Asset Management L.P.$151M
  • Assenagon Asset Management S.A.$137M
  • FIRST TRUST ADVISORS LP$112M

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.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added51,024,057$7.0B11.9%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added35,529,471$4.9B8.3%2026-Q2
STATE STREET CORP added30,783,142$4.2B7.2%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added23,492,086$3.2B5.5%2026-Q2
Invesco Ltd. added19,527,874$2.7B4.5%2026-Q2
MORGAN STANLEY added18,980,444$2.6B4.4%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added14,404,302$2.0B3.3%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP added13,872,005$1.9B3.2%2026-Q2
BANK OF AMERICA CORP /DE/ added12,269,851$1.7B2.9%2026-Q2
GOLDMAN SACHS GROUP INC added10,965,480$1.5B2.5%2026-Q2
GQG Partners LLC trimmed10,263,074$1.4B2.4%2026-Q2
AMERIPRISE FINANCIAL INC added9,728,413$1.3B2.3%2026-Q2
FMR LLC added9,302,934$1.3B2.2%2026-Q2
FRANKLIN RESOURCES INC added9,148,318$1.3B2.1%2026-Q2
DODGE & COX trimmed8,674,355$1.2B2.0%2026-Q2
BARCLAYS PLC trimmed6,836,683$935M1.6%2026-Q2
ROYAL BANK OF CANADA trimmed5,991,251$820M1.4%2026-Q2
Nuveen, LLC trimmed5,729,832$784M1.3%2026-Q2
ALLIANCEBERNSTEIN L.P. added5,398,220$708M1.2%2026-Q2
Legal & General Group Plc added4,975,065$681M1.2%2026-Q2
NORTHERN TRUST CORP trimmed4,651,077$636M1.1%2026-Q2
Allspring Global Investments Holdings, LLC added4,545,122$614M1.0%2026-Q2
MILLENNIUM MANAGEMENT LLC added4,488,072$614M1.0%2026-Q2
CITIGROUP INC added4,363,855$597M1.0%2026-Q2
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed4,176,896$573M1.0%2026-Q2
WELLS FARGO & COMPANY/MN added3,996,112$547M0.9%2026-Q2
Bank of New York Mellon Corp added3,621,775$495M0.8%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added3,568,905$488M0.8%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added3,243,607$444M0.8%2026-Q2
VANGUARD FIDUCIARY TRUST CO added3,055,155$418M0.7%2026-Q2
Pictet Asset Management Holding SA added2,778,462$380M0.6%2026-Q2
RAYMOND JAMES FINANCIAL INC added2,505,273$343M0.6%2026-Q2
JPMORGAN CHASE & CO added2,493,480$344M0.6%2026-Q2
UBS Group AG added2,482,093$340M0.6%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed2,310,019$316M0.5%2026-Q2
Mawer Investment Management Ltd. added2,283,858$312M0.5%2026-Q2
DEUTSCHE BANK AG\ trimmed2,184,092$299M0.5%2026-Q2
Jupiter Topco LLC new2,149,485$294M0.5%2026-Q2
Mitsubishi UFJ Trust & Banking Corp added2,140,225$293M0.5%2026-Q2
TD Asset Management Inc added2,116,926$290M0.5%2026-Q2
National Pension Service added1,970,769$270M0.5%2026-Q2
BANK OF MONTREAL /CAN/ trimmed1,948,767$267M0.5%2026-Q2
DIMENSIONAL FUND ADVISORS LP added1,855,418$254M0.4%2026-Q2
ANTIPODES PARTNERS Ltd trimmed1,699,356$232M0.4%2026-Q2
Point72 Asset Management, L.P. added1,616,644$221M0.4%2026-Q2
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC added1,554,554$213M0.4%2026-Q2
Swiss National Bank trimmed1,533,200$210M0.4%2026-Q2
Capital Research Global Investors added1,506,641$206M0.4%2026-Q2
Russell Investments Group, Ltd. added1,404,425$192M0.3%2026-Q2
Sumitomo Mitsui Trust Group, Inc. added1,388,960$190M0.3%2026-Q2
Mitsubishi UFJ Asset Management Co., Ltd. added1,372,661$188M0.3%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added1,293,481$177M0.3%2026-Q2
AQR CAPITAL MANAGEMENT LLC trimmed1,291,088$176M0.3%2026-Q2
JENNISON ASSOCIATES LLC added1,275,581$175M0.3%2026-Q2
LPL Financial LLC added1,197,999$164M0.3%2026-Q2
HUNTINGTON NATIONAL BANK added1,187,294$162M0.3%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed1,186,541$162M0.3%2026-Q2
Chevy Chase Trust Holdings, LLC trimmed1,172,080$160M0.3%2026-Q2
Vanguard Global Advisers, LLC trimmed1,171,664$160M0.3%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added1,144,968$157M0.3%2026-Q2
JOHNSON INVESTMENT COUNSEL INC trimmed1,144,304$157M0.3%2026-Q2
STIFEL FINANCIAL CORP added1,115,814$153M0.3%2026-Q2
HSBC HOLDINGS PLC added1,088,392$149M0.3%2026-Q2
SEI INVESTMENTS CO trimmed1,086,081$149M0.3%2026-Q2
ADAGE CAPITAL PARTNERS GP, L.L.C. added1,002,906$137M0.2%2026-Q2
California Public Employees Retirement System trimmed1,001,653$137M0.2%2026-Q2
REAVES W H & CO INC added994,697$136M0.2%2026-Q2
Soroban Capital Partners LP trimmed969,250$133M0.2%2026-Q2
CRAWFORD INVESTMENT COUNSEL INC trimmed967,797$132M0.2%2026-Q2
VICTORY CAPITAL MANAGEMENT INC trimmed963,375$132M0.2%2026-Q2
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed933,494$128M0.2%2026-Q2
Energy Income Partners, LLC added919,858$126M0.2%2026-Q2
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC added903,792$124M0.2%2026-Q2
Empower Advisory Group, LLC added883,476$121M0.2%2026-Q2
RHUMBLINE ADVISERS added869,280$119M0.2%2026-Q2
Epoch Investment Partners, Inc. trimmed861,217$118M0.2%2026-Q2
DUFF & PHELPS INVESTMENT MANAGEMENT CO added801,532$110M0.2%2026-Q2
ZACKS INVESTMENT MANAGEMENT added795,130$109M0.2%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added782,933$107M0.2%2026-Q2
SOROS FUND MANAGEMENT LLC trimmed768,000$105M0.2%2026-Q2
COMMERCE BANK added736,935$101M0.2%2026-Q2
Qube Research & Technologies Ltd added729,507$100M0.2%2026-Q2
LAZARD ASSET MANAGEMENT LLC added725,686$99M0.2%2026-Q2
CAPTRUST FINANCIAL ADVISORS trimmed718,033$98M0.2%2026-Q2
M&T Bank Corp added672,853$92M0.2%2026-Q2
PRINCIPAL FINANCIAL GROUP INC trimmed660,006$90M0.2%2026-Q2
First Financial Bankshares Inc added657,656$90M0.2%2026-Q2
MACKENZIE FINANCIAL CORP added648,949$89M0.2%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added632,795$87M0.1%2026-Q2
Baird Financial Group, Inc. trimmed625,314$86M0.1%2026-Q2
NEUBERGER BERMAN GROUP LLC added615,589$84M0.1%2026-Q2
PRUDENTIAL FINANCIAL INC trimmed608,987$83M0.1%2026-Q2
FIRST TRUST ADVISORS LP trimmed606,447$83M0.1%2026-Q2
ProShare Advisors LLC trimmed596,317$82M0.1%2026-Q2
Eurizon Capital SGR S.p.A. added593,813$81M0.1%2026-Q2
GABELLI FUNDS LLC trimmed587,425$80M0.1%2026-Q2
JUPITER ASSET MANAGEMENT LTD added570,772$78M0.1%2026-Q2
JONES FINANCIAL COMPANIES LLLP added570,666$79M0.1%2026-Q2
STRS OHIO added551,015$75M0.1%2026-Q2
Vanguard Investments Australia, Ltd. added543,231$74M0.1%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.

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.

Learn how to read institutional ownership