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Institutional Ownership · SEC Form 13F

Who owns AGX (AGX)


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

502
Institutional holders
14,278,871
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on AGX is one-sided between 2025-Q4 and 2026-Q1: 262 added or opened and 69 trimmed or exited — on balance accumulating.

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

AGX’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 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes AGX more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in AGX 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 501 tracked filers holding AGX, 286 increased or opened the position and 244 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

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 AGX 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 56

  • VANGUARD CAPITAL MANAGEMENT LLC$320M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$282M
  • LONE PINE CAPITAL LLC$214M
  • FULLER & THALER ASSET MANAGEMENT, INC.$63M
  • VANGUARD FIDUCIARY TRUST CO$52M
  • VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$28M

Full exits 34

  • VANGUARD GROUP INC$253M
  • Value Aligned Research Advisors, LLC$40M
  • ALKEON CAPITAL MANAGEMENT LLC$34M
  • KEYSTONE INVESTORS PTE LTD$29M
  • JUPITER ASSET MANAGEMENT LTD$19M
  • JANE STREET GROUP, LLC$12M

Largest adds

  • BlackRock, Inc.$662M
  • FIRST TRUST ADVISORS LP$243M
  • STATE STREET CORP$184M
  • RENAISSANCE TECHNOLOGIES LLC$145M
  • UBS Group AG$129M
  • GEODE CAPITAL MANAGEMENT, LLC$125M

Largest trims

  • WCM INVESTMENT MANAGEMENT, LLC$60M
  • Qube Research & Technologies Ltd$27M
  • Forest Avenue Capital Management LP$18M
  • HRT FINANCIAL LP$17M
  • FMR LLC$17M
  • WELLS FARGO & COMPANY/MN$15M

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
BlackRock, Inc. added1,893,383$1.0B14.1%2026-Q1
FIRST TRUST ADVISORS LP added791,353$431M5.9%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added610,899$333M4.5%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new587,466$320M4.4%2026-Q1
STATE STREET CORP added517,656$282M3.9%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new517,624$282M3.9%2026-Q1
MAVERICK CAPITAL LTD added464,759$253M3.5%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added459,303$250M3.4%2026-Q1
AMERICAN CENTURY COMPANIES INC trimmed421,648$230M3.1%2026-Q1
DIMENSIONAL FUND ADVISORS LP added397,962$217M3.0%2026-Q1
LONE PINE CAPITAL LLC new393,134$214M2.9%2026-Q1
UBS Group AG added324,036$176M2.4%2026-Q1
Bank of New York Mellon Corp added300,379$164M2.2%2026-Q1
Invesco Ltd. trimmed249,822$136M1.9%2026-Q1
JACOBS LEVY EQUITY MANAGEMENT, INC trimmed238,738$130M1.8%2026-Q1
TD Asset Management Inc added207,702$113M1.5%2026-Q1
Epoch Investment Partners, Inc. added202,478$110M1.5%2026-Q1
GOLDMAN SACHS GROUP INC added175,128$95M1.3%2026-Q1
MORGAN STANLEY added159,970$87M1.2%2026-Q1
NORTHERN TRUST CORP added139,825$76M1.0%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added139,603$76M1.0%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed130,934$71M1.0%2026-Q1
FULLER & THALER ASSET MANAGEMENT, INC. new114,862$63M0.9%2026-Q1
AltraVue Capital, LLC trimmed111,802$61M0.8%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed108,125$59M0.8%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed106,591$58M0.8%2026-Q1
VANGUARD FIDUCIARY TRUST CO new95,700$52M0.7%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added95,480$52M0.7%2026-Q1
EMERALD ADVISERS, LLC trimmed95,272$52M0.7%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added91,866$50M0.7%2026-Q1
Allspring Global Investments Holdings, LLC trimmed86,774$50M0.7%2026-Q1
WELLS FARGO & COMPANY/MN trimmed85,767$47M0.6%2026-Q1
JENNISON ASSOCIATES LLC trimmed84,520$46M0.6%2026-Q1
Russell Investments Group, Ltd. trimmed79,130$43M0.6%2026-Q1
LORD, ABBETT & CO. LLC added75,989$41M0.6%2026-Q1
Forest Avenue Capital Management LP trimmed74,456$41M0.6%2026-Q1
CITADEL ADVISORS LLC added68,009$37M0.5%2026-Q1
Kinetic Partners Management, LP trimmed62,000$34M0.5%2026-Q1
Valiant Capital Management, L.P. trimmed59,243$32M0.4%2026-Q1
EMERALD MUTUAL FUND ADVISERS TRUST58,943$32M0.4%2026-Q1
Trexquant Investment LP trimmed57,471$31M0.4%2026-Q1
Mariner, LLC trimmed56,265$31M0.4%2026-Q1
DEUTSCHE BANK AG\ added56,237$31M0.4%2026-Q1
Ranger Investment Management, L.P. trimmed53,592$29M0.4%2026-Q1
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. new52,070$28M0.4%2026-Q1
Public Sector Pension Investment Board new49,600$27M0.4%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed44,604$24M0.3%2026-Q1
Point72 Asset Management, L.P. added43,600$24M0.3%2026-Q1
AMERIPRISE FINANCIAL INC trimmed42,144$23M0.3%2026-Q1
SAPIENT CAPITAL LLC trimmed41,003$22M0.3%2026-Q1
LPL Financial LLC added39,764$22M0.3%2026-Q1
SEI INVESTMENTS CO added38,595$21M0.3%2026-Q1
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed38,555$21M0.3%2026-Q1
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT added38,000$21M0.3%2026-Q1
RHUMBLINE ADVISERS added36,712$20M0.3%2026-Q1
ROYCE & ASSOCIATES LP trimmed36,480$20M0.3%2026-Q1
THAMES CAPITAL MANAGEMENT LLC trimmed36,458$20M0.3%2026-Q1
JPMORGAN CHASE & CO added38,194$20M0.3%2026-Q1
OBERWEIS ASSET MANAGEMENT INC/ added33,322$18M0.2%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed33,271$18M0.2%2026-Q1
Legato Capital Management LLC trimmed33,117$18M0.2%2026-Q1
Legal & General Group Plc added32,185$18M0.2%2026-Q1
Nuveen, LLC added31,721$17M0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed30,487$17M0.2%2026-Q1
VICTORY CAPITAL MANAGEMENT INC trimmed30,450$17M0.2%2026-Q1
NAVELLIER & ASSOCIATES INC trimmed29,883$16M0.2%2026-Q1
Temasek Holdings (Private) Ltd new29,436$16M0.2%2026-Q1
JANUS HENDERSON GROUP PLC trimmed28,286$15M0.2%2026-Q1
AXIOM INVESTORS LLC /DE trimmed27,965$15M0.2%2026-Q1
Swiss National Bank added27,500$15M0.2%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND trimmed27,175$15M0.2%2026-Q1
Walleye Capital LLC trimmed26,946$15M0.2%2026-Q1
Jump Financial, LLC added25,837$14M0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added25,605$14M0.2%2026-Q1
THORNBURG INVESTMENT MANAGEMENT INC added24,848$14M0.2%2026-Q1
SIT INVESTMENT ASSOCIATES INC trimmed24,840$14M0.2%2026-Q1
Abacus FCF Advisors LLC trimmed24,773$13M0.2%2026-Q1
PANAGORA ASSET MANAGEMENT INC added24,369$13M0.2%2026-Q1
TWO SIGMA INVESTMENTS, LP added24,201$13M0.2%2026-Q1
Aperture Investors, LLC trimmed23,068$13M0.2%2026-Q1
Creative Planning added22,096$12M0.2%2026-Q1
Pacer Advisors, Inc. added644,031$12M0.2%2026-Q1
WCM INVESTMENT MANAGEMENT, LLC trimmed23,016$12M0.2%2026-Q1
CVFG LLC new20,151$11M0.1%2026-Q1
BEARING POINT CAPITAL, LLC trimmed19,805$11M0.1%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added18,754$10M0.1%2026-Q1
Hel Ved Capital Management Ltd trimmed18,167$10M0.1%2026-Q1
POLEN CAPITAL MANAGEMENT LLC trimmed17,981$10M0.1%2026-Q1
VANGUARD GROUP INC trimmed807,728$253M3.5%2025-Q4 stale
Value Aligned Research Advisors, LLC trimmed128,858$40M0.6%2025-Q4 stale
River Road Asset Management, LLC trimmed306,785$40M0.5%2025-Q1 stale
ALKEON CAPITAL MANAGEMENT LLC trimmed108,845$34M0.5%2025-Q4 stale
Divisadero Street Capital Management, LP new125,534$34M0.5%2025-Q3 stale
KEYSTONE INVESTORS PTE LTD new91,197$29M0.4%2025-Q4 stale
Goodlander Investment Management, LLC trimmed95,000$26M0.4%2025-Q3 stale
JUPITER ASSET MANAGEMENT LTD trimmed61,450$19M0.3%2025-Q4 stale
NEXT CENTURY GROWTH INVESTORS LLC added65,964$18M0.2%2025-Q3 stale
Alpine Investment Management Ltd new60,000$16M0.2%2025-Q3 stale
JANE STREET GROUP, LLC added38,466$12M0.2%2025-Q4 stale
FORTE CAPITAL LLC /ADV added46,027$10M0.1%2025-Q2 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.

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