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Institutional Ownership · SEC Form 13F

Who owns The AES (AES)


Which tracked institutional funds hold AES, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AES 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.

661
Institutional holders
627M
Shares held (tracked funds)
88.0%
Of shares outstanding

How the tape is positioned

162 tracked funds added or opened AES while 163 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

AES’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 AES more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in AES 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 661 tracked filers holding AES, 331 increased or opened the position and 402 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 AES 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 17

  • HBK INVESTMENTS L P$162M
  • Jupiter Topco LLC$22M
  • Birnam Oak Advisors, LP$18M
  • NORDEA INVESTMENT MANAGEMENT AB$17M
  • Westchester Capital Management, LLC$15M
  • Investment Management Corp of Ontario$5M

Full exits 74

  • SG Americas Securities, LLC$201M
  • Orbis Allan Gray Ltd$173M
  • Ensign Peak Advisors, Inc$31M
  • Electron Capital Partners, LLC$23M
  • Assenagon Asset Management S.A.$22M
  • SOROS FUND MANAGEMENT LLC$22M

Largest adds

  • BALYASNY ASSET MANAGEMENT L.P.$350M
  • BlackRock, Inc.$206M
  • CITADEL ADVISORS LLC$173M
  • MILLENNIUM MANAGEMENT LLC$172M
  • AQR CAPITAL MANAGEMENT LLC$101M
  • Qube Research & Technologies Ltd$94M

Largest trims

  • AMERIPRISE FINANCIAL INC$372M
  • SONA ASSET MANAGEMENT (US) LLC$107M
  • UBS Group AG$70M
  • CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$56M
  • CITIGROUP INC$42M
  • MORGAN STANLEY$34M

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. added49,278,892$722M8.6%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added46,504,987$682M8.1%2026-Q2
STATE STREET CORP trimmed42,891,937$629M7.5%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC trimmed35,374,898$519M6.2%2026-Q2
BALYASNY ASSET MANAGEMENT L.P. added34,633,491$508M6.0%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added25,120,280$368M4.4%2026-Q2
MILLENNIUM MANAGEMENT LLC added21,304,566$312M3.7%2026-Q2
MORGAN STANLEY trimmed20,996,464$308M3.7%2026-Q2
Invesco Ltd. added18,548,188$272M3.2%2026-Q2
GOLDMAN SACHS GROUP INC added14,647,897$215M2.5%2026-Q2
CITADEL ADVISORS LLC added13,701,040$201M2.4%2026-Q2
AQR Arbitrage LLC added13,686,323$200M2.4%2026-Q2
HBK INVESTMENTS L P new11,070,839$162M1.9%2026-Q2
Qube Research & Technologies Ltd added10,935,897$160M1.9%2026-Q2
UBS Group AG trimmed9,560,511$140M1.7%2026-Q2
AQR CAPITAL MANAGEMENT LLC added8,295,592$121M1.4%2026-Q2
NORTHERN TRUST CORP trimmed8,053,616$118M1.4%2026-Q2
DIMENSIONAL FUND ADVISORS LP added7,888,298$116M1.4%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added7,745,034$114M1.3%2026-Q2
Kryger Capital LLC added6,840,535$100M1.2%2026-Q2
Bank of New York Mellon Corp trimmed6,620,438$97M1.2%2026-Q2
AMERIPRISE FINANCIAL INC trimmed6,439,603$94M1.1%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed5,496,860$81M1.0%2026-Q2
JPMORGAN CHASE & CO added5,434,911$80M0.9%2026-Q2
GABELLI FUNDS LLC added5,109,050$75M0.9%2026-Q2
Fort Baker Capital Management LP added4,787,083$70M0.8%2026-Q2
Verition Fund Management LLC trimmed4,521,365$66M0.8%2026-Q2
Man Group plc added4,444,679$65M0.8%2026-Q2
LMR Partners LLP added4,255,679$62M0.7%2026-Q2
ALLIANCEBERNSTEIN L.P. added4,011,494$57M0.7%2026-Q2
VANGUARD FIDUCIARY TRUST CO trimmed4,001,496$59M0.7%2026-Q2
FIRST TRUST ADVISORS LP added3,922,854$58M0.7%2026-Q2
Capital International Investors trimmed3,575,108$52M0.6%2026-Q2
VOLORIDGE INVESTMENT MANAGEMENT, LLC added3,544,629$52M0.6%2026-Q2
Capula Management Ltd added3,502,352$51M0.6%2026-Q2
Calamos Advisors LLC added3,438,138$50M0.6%2026-Q2
SONA ASSET MANAGEMENT (US) LLC trimmed3,319,005$49M0.6%2026-Q2
NATIXIS added2,613,534$38M0.5%2026-Q2
DEUTSCHE BANK AG\ trimmed2,398,205$35M0.4%2026-Q2
Allianz Asset Management GmbH added2,356,915$35M0.4%2026-Q2
Grantham, Mayo, Van Otterloo & Co. LLC added2,351,186$34M0.4%2026-Q2
FRANKLIN RESOURCES INC added2,244,830$33M0.4%2026-Q2
Melqart Asset Management (UK) Ltd added2,103,152$31M0.4%2026-Q2
MARSHALL WACE, LLP added2,100,104$31M0.4%2026-Q2
ALPINE ASSOCIATES MANAGEMENT INC. added2,067,444$30M0.4%2026-Q2
Squarepoint Ops LLC added2,004,414$29M0.3%2026-Q2
Woodline Partners LP trimmed1,954,544$29M0.3%2026-Q2
HSBC HOLDINGS PLC trimmed1,882,234$28M0.3%2026-Q2
Sand Grove Capital Management LLP added1,872,474$27M0.3%2026-Q2
Energy Income Partners, LLC added1,847,213$27M0.3%2026-Q2
WINTON GROUP Ltd added1,828,033$27M0.3%2026-Q2
Gotham Asset Management, LLC added1,757,456$26M0.3%2026-Q2
BANK OF NOVA SCOTIA added1,750,671$26M0.3%2026-Q2
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added1,734,586$25M0.3%2026-Q2
Douglas Lane & Associates, LLC trimmed1,683,832$25M0.3%2026-Q2
JANE STREET GROUP, LLC added1,656,276$24M0.3%2026-Q2
NATIONAL BANK OF CANADA /FI/ added1,648,210$24M0.3%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added1,642,967$24M0.3%2026-Q2
Hudson Bay Capital Management LP trimmed1,600,000$23M0.3%2026-Q2
Nuveen, LLC trimmed1,575,152$23M0.3%2026-Q2
Jupiter Topco LLC new1,524,008$22M0.3%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed1,515,619$22M0.3%2026-Q2
Vanguard Global Advisers, LLC trimmed1,471,463$22M0.3%2026-Q2
BARCLAYS PLC trimmed1,453,648$21M0.3%2026-Q2
Swiss National Bank added1,430,800$21M0.2%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed1,423,275$21M0.2%2026-Q2
TORONTO DOMINION BANK added1,375,589$20M0.2%2026-Q2
WELLS FARGO & COMPANY/MN trimmed1,370,316$20M0.2%2026-Q2
TIG Advisors, LLC trimmed1,353,238$20M0.2%2026-Q2
GAMCO INVESTORS, INC. ET AL added1,339,300$20M0.2%2026-Q2
Legal & General Group Plc added1,336,645$20M0.2%2026-Q2
Governors Lane LP1,331,984$20M0.2%2026-Q2
Yaupon Capital Management LP trimmed1,323,277$19M0.2%2026-Q2
TUDOR INVESTMENT CORP ET AL trimmed1,302,440$19M0.2%2026-Q2
Rockefeller Capital Management L.P. added1,269,016$19M0.2%2026-Q2
RHUMBLINE ADVISERS added1,254,383$18M0.2%2026-Q2
ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed1,235,612$18M0.2%2026-Q2
NORTH STAR ASSET MANAGEMENT INC trimmed1,227,209$18M0.2%2026-Q2
Birnam Oak Advisors, LP trimmed1,226,667$18M0.2%2026-Q2
California Public Employees Retirement System1,213,210$18M0.2%2026-Q2
Cerity Partners LLC added1,202,979$18M0.2%2026-Q2
CITIGROUP INC trimmed1,197,721$18M0.2%2026-Q2
NORDEA INVESTMENT MANAGEMENT AB added1,132,451$17M0.2%2026-Q2
GABELLI & Co INVESTMENT ADVISERS, INC. added1,123,650$16M0.2%2026-Q2
Polar Asset Management Partners Inc. added1,116,960$16M0.2%2026-Q2
STATE OF WISCONSIN INVESTMENT BOARD added1,111,055$16M0.2%2026-Q2
Focus Partners Wealth added1,109,941$16M0.2%2026-Q2
ROYAL BANK OF CANADA trimmed1,050,731$15M0.2%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added1,038,826$15M0.2%2026-Q2
Westchester Capital Management, LLC new1,013,872$15M0.2%2026-Q2
Centiva Capital, LP trimmed999,107$15M0.2%2026-Q2
STANSBERRY ASSET MANAGEMENT, LLC trimmed962,326$14M0.2%2026-Q2
Mitsubishi UFJ Asset Management Co., Ltd. added911,639$13M0.2%2026-Q2
FMR LLC added892,243$13M0.2%2026-Q2
AMERICAN CENTURY COMPANIES INC added883,564$13M0.2%2026-Q2
BANK OF MONTREAL /CAN/ added877,064$13M0.2%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed828,213$12M0.1%2026-Q2
Rock Point Advisors, LLC trimmed801,429$12M0.1%2026-Q2
PRINCIPAL FINANCIAL GROUP INC trimmed778,107$11M0.1%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed753,101$11M0.1%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