Who owns AIA
Which tracked institutional funds hold AIA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AIA company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 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
The tracked-fund tape on AIA is one-sided between 2026-Q1 and 2026-Q2: 52 added or opened and 13 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
AIA’s largest tracked holder by dollar value, BANK OF MONTREAL /CAN/, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AIA 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 129 tracked filers holding AIA, 68 increased or opened the position and 62 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 AIA 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 7
- Banco Santander, S.A.$16M
- Mirae Asset Global Investments Co., Ltd.$5M
- MAI Capital Management$2M
- NewEdge Advisors, LLC$793K
- EFG International AG$668K
- Ameritas Advisory Services, LLC$654K
Full exits 7
- Quadrature Capital Ltd$10M
- Cambridge Investment Research Advisors, Inc.$5M
- Arlington Capital Management, Inc.$2M
- FLOW TRADERS U.S. LLC$2M
- EVOKE WEALTH, LLC$1M
- HRT FINANCIAL LP$1M
Largest adds
- BANK OF MONTREAL /CAN/$99M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$39M
- OLD MISSION CAPITAL LLC$30M
- GTS SECURITIES LLC$22M
- BANK OF AMERICA CORP /DE/$16M
- PRUDENTIAL PLC$15M
Largest trims
- JPMORGAN CHASE & CO$15M
- GOLDMAN SACHS GROUP INC$13M
- CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$2M
- Mariner, LLC$2M
- Y-Intercept (Hong Kong) Ltd$397K
- FIG FINANCIAL ADVISORY SERVICES INC /ADV$277K
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF MONTREAL /CAN/ added | 703,041 | $100M | 16.9% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 466,420 | $66M | 11.2% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 390,826 | $55M | 9.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 324,467 | $46M | 7.8% | 2026-Q2 |
| MORGAN STANLEY added | 224,317 | $32M | 5.4% | 2026-Q2 |
| PRUDENTIAL PLC added | 216,835 | $31M | 5.2% | 2026-Q2 |
| GTS SECURITIES LLC added | 163,134 | $23M | 3.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 131,694 | $19M | 3.2% | 2026-Q2 |
| Banco Santander, S.A. new | 112,458 | $16M | 2.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 87,851 | $12M | 2.1% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 80,496 | $11M | 1.9% | 2026-Q2 |
| LPL Financial LLC trimmed | 79,564 | $11M | 1.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 79,327 | $11M | 1.9% | 2026-Q2 |
| Avior Wealth Management, LLC trimmed | 77,874 | $11M | 1.9% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 77,077 | $11M | 1.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 65,920 | $9M | 1.6% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 60,325 | $9M | 1.4% | 2026-Q2 |
| UBS Group AG added | 58,751 | $8M | 1.4% | 2026-Q2 |
| Creative Planning trimmed | 57,332 | $8M | 1.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 52,305 | $7M | 1.2% | 2026-Q2 |
| Elite Wealth Management, Inc. added | 40,367 | $6M | 1.0% | 2026-Q2 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD trimmed | 38,700 | $5M | 0.9% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 34,198 | $5M | 0.8% | 2026-Q2 |
| Focus Partners Wealth trimmed | 33,624 | $5M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 33,458 | $5M | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 28,064 | $4M | 0.7% | 2026-Q2 |
| Objectivity Squared, LLC added | 27,686 | $4M | 0.7% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 24,479 | $3M | 0.6% | 2026-Q2 |
| SFI Advisors, LLC trimmed | 22,470 | $3M | 0.5% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC added | 19,877 | $3M | 0.5% | 2026-Q2 |
| Texas Yale Capital Corp. | 18,580 | $3M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 17,806 | $3M | 0.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 16,449 | $2M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 15,092 | $2M | 0.4% | 2026-Q2 |
| Redhawk Wealth Advisors, Inc. trimmed | 13,505 | $2M | 0.3% | 2026-Q2 |
| QUATTRO FINANCIAL ADVISORS LLC added | 13,160 | $2M | 0.3% | 2026-Q2 |
| Twelve Points Wealth Management LLC trimmed | 12,598 | $2M | 0.3% | 2026-Q2 |
| BLVD Private Wealth, LLC trimmed | 12,325 | $2M | 0.3% | 2026-Q2 |
| MAI Capital Management new | 10,810 | $2M | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 10,453 | $1M | 0.3% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 9,753 | $1M | 0.2% | 2026-Q2 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV trimmed | 9,669 | $1M | 0.2% | 2026-Q2 |
| Blue Fin Capital, Inc. trimmed | 8,874 | $1M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 7,904 | $1M | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 7,459 | $1M | 0.2% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 7,340 | $1M | 0.2% | 2026-Q2 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 7,188 | $1M | 0.2% | 2026-Q2 |
| CIBC Bancorp USA Inc. | 6,814 | $965K | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 6,424 | $910K | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 5,927 | $840K | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 5,759 | $816K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 5,599 | $793K | 0.1% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 5,547 | $786K | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 5,270 | $747K | 0.1% | 2026-Q2 |
| Composition Wealth, LLC | 4,978 | $705K | 0.1% | 2026-Q2 |
| Lido Advisors, LLC added | 4,902 | $694K | 0.1% | 2026-Q2 |
| CrossGen Wealth, LLC added | 4,717 | $668K | 0.1% | 2026-Q2 |
| EFG International AG new | 4,715 | $668K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 4,655 | $659K | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 4,619 | $654K | 0.1% | 2026-Q2 |
| Octavia Wealth Advisors, LLC added | 4,488 | $636K | 0.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC new | 4,400 | $623K | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 4,306 | $610K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 4,199 | $595K | 0.1% | 2026-Q2 |
| Karnit Road Accident Victims Compensation Fund | 3,860 | $547K | 0.1% | 2026-Q2 |
| Patten Group, Inc. added | 3,493 | $495K | 0.1% | 2026-Q2 |
| CITY HOLDING CO trimmed | 3,370 | $477K | 0.1% | 2026-Q2 |
| BlackDiamond Wealth Management, LLC trimmed | 3,025 | $407K | 0.1% | 2026-Q2 |
| CITIGROUP INC trimmed | 3,007 | $426K | 0.1% | 2026-Q2 |
| Retirement Planning Group, LLC trimmed | 2,674 | $379K | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd trimmed | 2,507 | $355K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 2,501 | $354K | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV new | 2,471 | $350K | 0.1% | 2026-Q2 |
| Rathbones Group PLC | 2,335 | $331K | 0.1% | 2026-Q2 |
| Kera Capital Partners, Inc. new | 2,320 | $329K | 0.1% | 2026-Q2 |
| Berkeley Capital Partners, LLC new | 2,298 | $326K | 0.1% | 2026-Q2 |
| Argent Trust Co trimmed | 2,282 | $323K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 2,268 | $321K | 0.1% | 2026-Q2 |
| Sigma Planning Corp added | 2,261 | $320K | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC new | 2,207 | $313K | 0.1% | 2026-Q2 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 2,115 | $300K | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 2,029 | $287K | 0.0% | 2026-Q2 |
| BlackRock, Inc. added | 1,990 | $282K | 0.0% | 2026-Q2 |
| Bright Futures Wealth Management, LLC. new | 1,963 | $278K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL GROUP, LLC new | 1,850 | $262K | 0.0% | 2026-Q2 |
| &PARTNERS trimmed | 1,842 | $261K | 0.0% | 2026-Q2 |
| Corient Private Wealth LP new | 1,784 | $253K | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 1,708 | $242K | 0.0% | 2026-Q2 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors new | 1,669 | $236K | 0.0% | 2026-Q2 |
| Cerity Partners LLC new | 1,623 | $230K | 0.0% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 1,610 | $228K | 0.0% | 2026-Q2 |
| Bonfire Financial new | 1,536 | $218K | 0.0% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC new | 1,528 | $216K | 0.0% | 2026-Q2 |
| Quantinno Capital Management LP new | 1,422 | $201K | 0.0% | 2026-Q2 |
| Quantum Portfolio Management LLC trimmed | 1,404 | $199K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 1,289 | $183K | 0.0% | 2026-Q2 |
| FMR LLC added | 1,206 | $171K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,182 | $164K | 0.0% | 2026-Q2 |
| Finley Financial, LLC | 1,170 | $166K | 0.0% | 2026-Q2 |
| Index Technologies Group LLC trimmed | 1,121 | $159K | 0.0% | 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.
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.