Who owns AGI (AGI)
Which tracked institutional funds hold AGI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AGI 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
202 tracked funds added or opened AGI while 89 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
AGI’s largest tracked holder by dollar value, VAN ECK ASSOCIATES CORP, sizes it at 1.3% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 1.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AGI 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 490 tracked filers holding AGI, 249 increased or opened the position and 221 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 AGI 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 37
- VANGUARD CAPITAL MANAGEMENT LLC$512M
- VANGUARD FIDUCIARY TRUST CO$163M
- Vanguard Global Advisers, LLC$75M
- VANGUARD ASSET MANAGEMENT, Ltd$33M
- FRONTIER CAPITAL MANAGEMENT CO LLC$32M
- CAPITAL FUND MANAGEMENT S.A.$15M
Full exits 20
- VANGUARD GROUP INC$671M
- Eschler Asset Management LLP$20M
- Fiera Capital Corp$16M
- Carmignac Gestion$13M
- Ninepoint Partners LP$12M
- Zweig-DiMenna Associates LLC$10M
Largest adds
- FRANKLIN RESOURCES INC$192M
- FIL Ltd$188M
- JANE STREET GROUP, LLC$93M
- VAN ECK ASSOCIATES CORP$81M
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$71M
- AQR CAPITAL MANAGEMENT LLC$66M
Largest trims
- NORGES BANK$80M
- Fullerton Fund Management Co Ltd.$62M
- CIBC Asset Management Inc$58M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$32M
- PRINCIPAL FINANCIAL GROUP INC$31M
- Invesco Ltd.$27M
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 |
|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP trimmed | 37,223,301 | $1.7B | 15.5% | 2026-Q1 |
| FMR LLC trimmed | 11,539,610 | $513M | 4.8% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 11,509,371 | $512M | 4.8% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 7,437,251 | $330M | 3.1% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 7,173,842 | $319M | 3.0% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 7,149,477 | $318M | 3.0% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP trimmed | 6,337,502 | $282M | 2.6% | 2026-Q1 |
| CIBC Asset Management Inc trimmed | 6,271,604 | $280M | 2.6% | 2026-Q1 |
| First Eagle Investment Management, LLC trimmed | 6,169,791 | $275M | 2.6% | 2026-Q1 |
| FIL Ltd added | 5,704,096 | $254M | 2.4% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 5,385,432 | $240M | 2.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 5,118,171 | $227M | 2.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 4,638,439 | $218M | 2.0% | 2026-Q1 |
| 1832 Asset Management L.P. added | 4,416,697 | $196M | 1.8% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 4,139,080 | $184M | 1.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 3,665,479 | $163M | 1.5% | 2026-Q1 |
| Amundi added | 3,411,224 | $152M | 1.4% | 2026-Q1 |
| NORGES BANK trimmed | 5,235,095 | $140M | 1.3% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 3,002,652 | $133M | 1.2% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 2,768,587 | $126M | 1.2% | 2026-Q1 |
| Addenda Capital Inc. trimmed | 1,987,059 | $123M | 1.2% | 2026-Q1 |
| Legal & General Group Plc added | 2,770,395 | $123M | 1.2% | 2026-Q1 |
| MORGAN STANLEY added | 2,765,132 | $123M | 1.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 2,721,085 | $121M | 1.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,438,796 | $108M | 1.0% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 2,349,825 | $105M | 1.0% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 2,277,823 | $101M | 0.9% | 2026-Q1 |
| Ninety One UK Ltd trimmed | 2,237,701 | $99M | 0.9% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 2,253,825 | $98M | 0.9% | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD added | 2,204,011 | $98M | 0.9% | 2026-Q1 |
| GMT Capital Corp trimmed | 1,955,575 | $87M | 0.8% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec trimmed | 1,860,805 | $82M | 0.8% | 2026-Q1 |
| TD Asset Management Inc trimmed | 1,824,990 | $81M | 0.8% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 1,683,736 | $75M | 0.7% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 1,679,980 | $75M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 1,577,892 | $70M | 0.7% | 2026-Q1 |
| Beutel, Goodman & Co Ltd. trimmed | 1,525,351 | $68M | 0.6% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 1,462,972 | $65M | 0.6% | 2026-Q1 |
| Swiss National Bank added | 1,413,236 | $63M | 0.6% | 2026-Q1 |
| Waratah Capital Advisors Ltd. added | 1,377,338 | $61M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,294,479 | $58M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,265,391 | $56M | 0.5% | 2026-Q1 |
| Invesco Ltd. trimmed | 1,257,992 | $56M | 0.5% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 1,320,379 | $55M | 0.5% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 1,133,761 | $50M | 0.5% | 2026-Q1 |
| SPROTT INC. trimmed | 1,095,070 | $49M | 0.5% | 2026-Q1 |
| ROYCE & ASSOCIATES LP trimmed | 1,024,775 | $46M | 0.4% | 2026-Q1 |
| BRADLEY FOSTER & SARGENT INC/CT added | 1,026,135 | $46M | 0.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 994,733 | $44M | 0.4% | 2026-Q1 |
| Verbena Value LP added | 923,200 | $41M | 0.4% | 2026-Q1 |
| AGF MANAGEMENT LTD added | 904,093 | $40M | 0.4% | 2026-Q1 |
| Aristotle Capital Boston, LLC trimmed | 759,020 | $34M | 0.3% | 2026-Q1 |
| Scheer, Rowlett & Associates Investment Management Ltd. added | 756,989 | $34M | 0.3% | 2026-Q1 |
| Caisse de depot et placement du Quebec added | 757,600 | $34M | 0.3% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 749,150 | $33M | 0.3% | 2026-Q1 |
| Generate Investment Management Ltd trimmed | 750,000 | $33M | 0.3% | 2026-Q1 |
| Soapstone Management L.P. added | 750,000 | $33M | 0.3% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 746,789 | $33M | 0.3% | 2026-Q1 |
| FRONTIER CAPITAL MANAGEMENT CO LLC trimmed | 724,588 | $32M | 0.3% | 2026-Q1 |
| Cannell & Spears LLC added | 704,330 | $31M | 0.3% | 2026-Q1 |
| Goehring & Rozencwajg Associates, LLC trimmed | 686,587 | $31M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 686,400 | $30M | 0.3% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 652,576 | $29M | 0.3% | 2026-Q1 |
| Caprock Group, LLC added | 599,884 | $27M | 0.2% | 2026-Q1 |
| BLI - Banque de Luxembourg Investments | 690,000 | $26M | 0.2% | 2026-Q1 |
| TORONTO DOMINION BANK added | 578,581 | $26M | 0.2% | 2026-Q1 |
| GABELLI FUNDS LLC trimmed | 566,275 | $25M | 0.2% | 2026-Q1 |
| BANK OF NOVA SCOTIA trimmed | 564,712 | $25M | 0.2% | 2026-Q1 |
| UBS Group AG trimmed | 564,599 | $25M | 0.2% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 507,440 | $23M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 502,991 | $22M | 0.2% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 501,802 | $22M | 0.2% | 2026-Q1 |
| GROUPAMA ASSET MANAGMENT added | 499,286 | $22M | 0.2% | 2026-Q1 |
| Groupe la Francaise added | 500,000 | $22M | 0.2% | 2026-Q1 |
| Focus Partners Wealth trimmed | 474,251 | $21M | 0.2% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 410,679 | $20M | 0.2% | 2026-Q1 |
| Korea Investment CORP added | 452,008 | $20M | 0.2% | 2026-Q1 |
| NKCFO LLC added | 450,800 | $20M | 0.2% | 2026-Q1 |
| Merk Investments LLC | 450,000 | $20M | 0.2% | 2026-Q1 |
| Mudita Advisors LLP added | 449,204 | $20M | 0.2% | 2026-Q1 |
| Verition Fund Management LLC trimmed | 447,451 | $20M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 445,422 | $20M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 423,543 | $19M | 0.2% | 2026-Q1 |
| HATCH COVE CAPITAL, LLC trimmed | 377,600 | $17M | 0.2% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 360,916 | $16M | 0.2% | 2026-Q1 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp added | 359,246 | $16M | 0.1% | 2026-Q1 |
| AVIVA PLC added | 359,936 | $16M | 0.1% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 354,433 | $16M | 0.1% | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. added | 338,629 | $15M | 0.1% | 2026-Q1 |
| Old West Investment Management, LLC trimmed | 322,384 | $14M | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP added | 320,055 | $14M | 0.1% | 2026-Q1 |
| CWA Asset Management Group, LLC added | 313,615 | $14M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 303,297 | $14M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 17,370,408 | $671M | 6.3% | 2025-Q4 stale |
| Driehaus Capital Management LLC trimmed | 1,484,557 | $39M | 0.4% | 2025-Q2 stale |
| Progeny 3, Inc. | 813,625 | $28M | 0.3% | 2025-Q3 stale |
| INTACT INVESTMENT MANAGEMENT INC. added | 657,696 | $23M | 0.2% | 2025-Q3 stale |
| Eschler Asset Management LLP added | 521,620 | $20M | 0.2% | 2025-Q4 stale |
| Fiera Capital Corp trimmed | 412,867 | $16M | 0.1% | 2025-Q4 stale |
| HSBC HOLDINGS PLC added | 421,413 | $15M | 0.1% | 2025-Q3 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.