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Institutional Ownership · SEC Form 13F

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.

744
Institutional holders
618,080,781
Shares held (tracked funds)
86.8%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
VANGUARD CAPITAL MANAGEMENT LLC new46,282,323$652M7.1%2026-Q1
STATE STREET CORP trimmed42,981,339$606M6.6%2026-Q1
BlackRock, Inc. trimmed36,628,424$516M5.7%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new35,509,772$500M5.5%2026-Q1
AMERIPRISE FINANCIAL INC trimmed33,071,890$466M5.1%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC trimmed24,509,600$345M3.8%2026-Q1
MORGAN STANLEY trimmed24,294,029$342M3.8%2026-Q1
Invesco Ltd. trimmed17,834,343$251M2.8%2026-Q1
UBS Group AG added14,950,042$211M2.3%2026-Q1
SG Americas Securities, LLC added14,280,668$201M2.2%2026-Q1
GOLDMAN SACHS GROUP INC added12,875,315$181M2.0%2026-Q1
Orbis Allan Gray Ltd trimmed12,247,581$173M1.9%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added11,183,361$158M1.7%2026-Q1
SONA ASSET MANAGEMENT (US) LLC new11,058,265$156M1.7%2026-Q1
MILLENNIUM MANAGEMENT LLC added9,925,730$140M1.5%2026-Q1
NORTHERN TRUST CORP trimmed8,525,441$120M1.3%2026-Q1
AQR Arbitrage LLC new8,232,095$116M1.3%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added7,668,088$108M1.2%2026-Q1
DIMENSIONAL FUND ADVISORS LP added7,409,321$104M1.1%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed7,352,330$104M1.1%2026-Q1
Bank of New York Mellon Corp trimmed6,775,960$95M1.0%2026-Q1
Capital International Investors trimmed5,038,610$71M0.8%2026-Q1
Qube Research & Technologies Ltd added4,723,464$67M0.7%2026-Q1
Verition Fund Management LLC added4,602,700$65M0.7%2026-Q1
Fort Baker Capital Management LP new4,418,762$62M0.7%2026-Q1
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC trimmed4,399,061$62M0.7%2026-Q1
CITIGROUP INC added4,249,335$60M0.7%2026-Q1
GABELLI FUNDS LLC added4,238,950$60M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new4,010,156$57M0.6%2026-Q1
LMR Partners LLP added3,767,500$53M0.6%2026-Q1
FIRST TRUST ADVISORS LP trimmed3,584,382$51M0.6%2026-Q1
ALLIANCEBERNSTEIN L.P. added3,125,567$45M0.5%2026-Q1
DEUTSCHE BANK AG\ added3,156,221$44M0.5%2026-Q1
Douglas Lane & Associates, LLC trimmed3,045,279$43M0.5%2026-Q1
Nuveen, LLC added3,010,696$42M0.5%2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLC added2,890,351$41M0.4%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed2,758,631$39M0.4%2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C. added2,585,312$36M0.4%2026-Q1
Capula Management Ltd added2,474,180$35M0.4%2026-Q1
Yaupon Capital Management LP trimmed2,395,940$34M0.4%2026-Q1
HSBC HOLDINGS PLC added2,368,580$33M0.4%2026-Q1
Woodline Partners LP added2,369,108$33M0.4%2026-Q1
WELLS FARGO & COMPANY/MN added2,327,518$33M0.4%2026-Q1
TUDOR INVESTMENT CORP ET AL trimmed2,311,267$33M0.4%2026-Q1
Kryger Capital LLC new2,250,000$32M0.3%2026-Q1
Allianz Asset Management GmbH added2,239,993$32M0.3%2026-Q1
Ensign Peak Advisors, Inc trimmed2,216,611$31M0.3%2026-Q1
CITADEL ADVISORS LLC trimmed2,212,787$31M0.3%2026-Q1
Man Group plc added2,071,337$29M0.3%2026-Q1
FRANKLIN RESOURCES INC added2,038,098$29M0.3%2026-Q1
Hudson Bay Capital Management LP added1,950,000$27M0.3%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed1,893,238$27M0.3%2026-Q1
NATIXIS added1,891,779$27M0.3%2026-Q1
ALPINE ASSOCIATES MANAGEMENT INC. new1,890,163$27M0.3%2026-Q1
Energy Income Partners, LLC added1,821,620$26M0.3%2026-Q1
TIG Advisors, LLC new1,793,244$25M0.3%2026-Q1
BARCLAYS PLC trimmed1,790,908$25M0.3%2026-Q1
NORTH STAR ASSET MANAGEMENT INC trimmed1,765,158$25M0.3%2026-Q1
Grantham, Mayo, Van Otterloo & Co. LLC added1,757,922$25M0.3%2026-Q1
Squarepoint Ops LLC trimmed1,747,387$25M0.3%2026-Q1
Sand Grove Capital Management LLP new1,737,102$24M0.3%2026-Q1
Calamos Advisors LLC added1,661,824$23M0.3%2026-Q1
Electron Capital Partners, LLC trimmed1,598,292$23M0.2%2026-Q1
Assenagon Asset Management S.A. trimmed1,588,437$22M0.2%2026-Q1
WINTON GROUP Ltd added1,559,025$22M0.2%2026-Q1
SOROS FUND MANAGEMENT LLC new1,557,000$22M0.2%2026-Q1
Vanguard Global Advisers, LLC new1,480,962$21M0.2%2026-Q1
JANE STREET GROUP, LLC trimmed1,461,642$21M0.2%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed1,436,793$20M0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added1,427,405$20M0.2%2026-Q1
Kapitalo Investimentos Ltda added1,415,635$20M0.2%2026-Q1
Swiss National Bank added1,409,400$20M0.2%2026-Q1
GLAZER CAPITAL, LLC new1,400,000$20M0.2%2026-Q1
ROYAL BANK OF CANADA trimmed1,377,740$19M0.2%2026-Q1
Governors Lane LP added1,331,984$19M0.2%2026-Q1
HIGHBRIDGE CAPITAL MANAGEMENT LLC new1,337,034$19M0.2%2026-Q1
JPMORGAN CHASE & CO trimmed1,337,034$19M0.2%2026-Q1
M&G PLC trimmed1,306,173$18M0.2%2026-Q1
GAMCO INVESTORS, INC. ET AL added1,278,600$18M0.2%2026-Q1
Legal & General Group Plc trimmed1,245,814$18M0.2%2026-Q1
RHUMBLINE ADVISERS trimmed1,243,823$18M0.2%2026-Q1
California Public Employees Retirement System trimmed1,213,210$17M0.2%2026-Q1
Rockefeller Capital Management L.P. added1,203,727$17M0.2%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD added1,070,750$15M0.2%2026-Q1
Centiva Capital, LP added1,050,000$15M0.2%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ trimmed1,033,923$15M0.2%2026-Q1
Focus Partners Wealth added1,033,543$15M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed1,012,804$14M0.2%2026-Q1
Amundi added982,896$14M0.2%2026-Q1
NINE MASTS CAPITAL Ltd added979,942$14M0.2%2026-Q1
STANSBERRY ASSET MANAGEMENT, LLC new969,123$14M0.1%2026-Q1
Susquehanna Portfolio Strategies, LLC934,315$13M0.1%2026-Q1
Cerity Partners LLC added930,520$13M0.1%2026-Q1
VANGUARD GROUP INC trimmed86,406,935$1.2B13.6%2025-Q4 stale
SOUND SHORE MANAGEMENT INC /CT/ added6,898,342$99M1.1%2025-Q4 stale
Diameter Capital Partners LP added1,950,000$28M0.3%2025-Q4 stale
NFJ INVESTMENT GROUP, LLC added1,682,463$22M0.2%2025-Q3 stale
Birnam Oak Advisors, LP new1,280,832$18M0.2%2025-Q4 stale
Foundry Partners, LLC added1,349,118$17M0.2%2025-Q1 stale
CSM Advisors, LLC trimmed925,035$13M0.1%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.

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