Who owns 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-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
157 tracked funds added or opened AES while 198 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
AES’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% 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 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 2025-Q4 and 2026-Q1, across 743 tracked filers holding AES, 374 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 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 69
- VANGUARD CAPITAL MANAGEMENT LLC$652M
- VANGUARD PORTFOLIO MANAGEMENT LLC$500M
- SONA ASSET MANAGEMENT (US) LLC$156M
- AQR Arbitrage LLC$116M
- Fort Baker Capital Management LP$62M
- VANGUARD FIDUCIARY TRUST CO$57M
Full exits 57
- VANGUARD GROUP INC$1.2B
- SOUND SHORE MANAGEMENT INC /CT/$99M
- Diameter Capital Partners LP$28M
- Birnam Oak Advisors, LP$18M
- CSM Advisors, LLC$13M
- Capital World Investors$13M
Largest adds
- UBS Group AG$165M
- BALYASNY ASSET MANAGEMENT L.P.$157M
- MILLENNIUM MANAGEMENT LLC$133M
- SG Americas Securities, LLC$99M
- Verition Fund Management LLC$62M
- Qube Research & Technologies Ltd$53M
Largest trims
- FMR LLC$244M
- BlackRock, Inc.$166M
- Orbis Allan Gray Ltd$133M
- Capital International Investors$126M
- Point72 Asset Management, L.P.$82M
- MORGAN STANLEY$74M
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 |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC new | 46,282,323 | $652M | 7.1% | 2026-Q1 |
| STATE STREET CORP trimmed | 42,981,339 | $606M | 6.6% | 2026-Q1 |
| BlackRock, Inc. trimmed | 36,628,424 | $516M | 5.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 35,509,772 | $500M | 5.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 33,071,890 | $466M | 5.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 24,509,600 | $345M | 3.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 24,294,029 | $342M | 3.8% | 2026-Q1 |
| Invesco Ltd. trimmed | 17,834,343 | $251M | 2.8% | 2026-Q1 |
| UBS Group AG added | 14,950,042 | $211M | 2.3% | 2026-Q1 |
| SG Americas Securities, LLC added | 14,280,668 | $201M | 2.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 12,875,315 | $181M | 2.0% | 2026-Q1 |
| Orbis Allan Gray Ltd trimmed | 12,247,581 | $173M | 1.9% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 11,183,361 | $158M | 1.7% | 2026-Q1 |
| SONA ASSET MANAGEMENT (US) LLC new | 11,058,265 | $156M | 1.7% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 9,925,730 | $140M | 1.5% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 8,525,441 | $120M | 1.3% | 2026-Q1 |
| AQR Arbitrage LLC new | 8,232,095 | $116M | 1.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 7,668,088 | $108M | 1.2% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 7,409,321 | $104M | 1.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 7,352,330 | $104M | 1.1% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 6,775,960 | $95M | 1.0% | 2026-Q1 |
| Capital International Investors trimmed | 5,038,610 | $71M | 0.8% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 4,723,464 | $67M | 0.7% | 2026-Q1 |
| Verition Fund Management LLC added | 4,602,700 | $65M | 0.7% | 2026-Q1 |
| Fort Baker Capital Management LP new | 4,418,762 | $62M | 0.7% | 2026-Q1 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC trimmed | 4,399,061 | $62M | 0.7% | 2026-Q1 |
| CITIGROUP INC added | 4,249,335 | $60M | 0.7% | 2026-Q1 |
| GABELLI FUNDS LLC added | 4,238,950 | $60M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 4,010,156 | $57M | 0.6% | 2026-Q1 |
| LMR Partners LLP added | 3,767,500 | $53M | 0.6% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 3,584,382 | $51M | 0.6% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 3,125,567 | $45M | 0.5% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 3,156,221 | $44M | 0.5% | 2026-Q1 |
| Douglas Lane & Associates, LLC trimmed | 3,045,279 | $43M | 0.5% | 2026-Q1 |
| Nuveen, LLC added | 3,010,696 | $42M | 0.5% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 2,890,351 | $41M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 2,758,631 | $39M | 0.4% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 2,585,312 | $36M | 0.4% | 2026-Q1 |
| Capula Management Ltd added | 2,474,180 | $35M | 0.4% | 2026-Q1 |
| Yaupon Capital Management LP trimmed | 2,395,940 | $34M | 0.4% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 2,368,580 | $33M | 0.4% | 2026-Q1 |
| Woodline Partners LP added | 2,369,108 | $33M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2,327,518 | $33M | 0.4% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL trimmed | 2,311,267 | $33M | 0.4% | 2026-Q1 |
| Kryger Capital LLC new | 2,250,000 | $32M | 0.3% | 2026-Q1 |
| Allianz Asset Management GmbH added | 2,239,993 | $32M | 0.3% | 2026-Q1 |
| Ensign Peak Advisors, Inc trimmed | 2,216,611 | $31M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 2,212,787 | $31M | 0.3% | 2026-Q1 |
| Man Group plc added | 2,071,337 | $29M | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 2,038,098 | $29M | 0.3% | 2026-Q1 |
| Hudson Bay Capital Management LP added | 1,950,000 | $27M | 0.3% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 1,893,238 | $27M | 0.3% | 2026-Q1 |
| NATIXIS added | 1,891,779 | $27M | 0.3% | 2026-Q1 |
| ALPINE ASSOCIATES MANAGEMENT INC. new | 1,890,163 | $27M | 0.3% | 2026-Q1 |
| Energy Income Partners, LLC added | 1,821,620 | $26M | 0.3% | 2026-Q1 |
| TIG Advisors, LLC new | 1,793,244 | $25M | 0.3% | 2026-Q1 |
| BARCLAYS PLC trimmed | 1,790,908 | $25M | 0.3% | 2026-Q1 |
| NORTH STAR ASSET MANAGEMENT INC trimmed | 1,765,158 | $25M | 0.3% | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 1,757,922 | $25M | 0.3% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 1,747,387 | $25M | 0.3% | 2026-Q1 |
| Sand Grove Capital Management LLP new | 1,737,102 | $24M | 0.3% | 2026-Q1 |
| Calamos Advisors LLC added | 1,661,824 | $23M | 0.3% | 2026-Q1 |
| Electron Capital Partners, LLC trimmed | 1,598,292 | $23M | 0.2% | 2026-Q1 |
| Assenagon Asset Management S.A. trimmed | 1,588,437 | $22M | 0.2% | 2026-Q1 |
| WINTON GROUP Ltd added | 1,559,025 | $22M | 0.2% | 2026-Q1 |
| SOROS FUND MANAGEMENT LLC new | 1,557,000 | $22M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 1,480,962 | $21M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 1,461,642 | $21M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 1,436,793 | $20M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,427,405 | $20M | 0.2% | 2026-Q1 |
| Kapitalo Investimentos Ltda added | 1,415,635 | $20M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 1,409,400 | $20M | 0.2% | 2026-Q1 |
| GLAZER CAPITAL, LLC new | 1,400,000 | $20M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,377,740 | $19M | 0.2% | 2026-Q1 |
| Governors Lane LP added | 1,331,984 | $19M | 0.2% | 2026-Q1 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC new | 1,337,034 | $19M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,337,034 | $19M | 0.2% | 2026-Q1 |
| M&G PLC trimmed | 1,306,173 | $18M | 0.2% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL added | 1,278,600 | $18M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 1,245,814 | $18M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 1,243,823 | $18M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 1,213,210 | $17M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 1,203,727 | $17M | 0.2% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 1,070,750 | $15M | 0.2% | 2026-Q1 |
| Centiva Capital, LP added | 1,050,000 | $15M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 1,033,923 | $15M | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 1,033,543 | $15M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 1,012,804 | $14M | 0.2% | 2026-Q1 |
| Amundi added | 982,896 | $14M | 0.2% | 2026-Q1 |
| NINE MASTS CAPITAL Ltd added | 979,942 | $14M | 0.2% | 2026-Q1 |
| STANSBERRY ASSET MANAGEMENT, LLC new | 969,123 | $14M | 0.1% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC | 934,315 | $13M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 930,520 | $13M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 86,406,935 | $1.2B | 13.6% | 2025-Q4 stale |
| SOUND SHORE MANAGEMENT INC /CT/ added | 6,898,342 | $99M | 1.1% | 2025-Q4 stale |
| Diameter Capital Partners LP added | 1,950,000 | $28M | 0.3% | 2025-Q4 stale |
| NFJ INVESTMENT GROUP, LLC added | 1,682,463 | $22M | 0.2% | 2025-Q3 stale |
| Birnam Oak Advisors, LP new | 1,280,832 | $18M | 0.2% | 2025-Q4 stale |
| Foundry Partners, LLC added | 1,349,118 | $17M | 0.2% | 2025-Q1 stale |
| CSM Advisors, LLC trimmed | 925,035 | $13M | 0.1% | 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.
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.