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Institutional Ownership · SEC Form 13F

Who owns AIZ (AIZ)


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

576
Institutional holders
46,435,238
Shares held (tracked funds)
93.3%
Of shares outstanding

How the tape is positioned

74 tracked funds added or opened AIZ while 175 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

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

Book-share is each fund’s reported value in AIZ 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 576 tracked filers holding AIZ, 285 increased or opened the position and 270 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 AIZ 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 21

  • VANGUARD CAPITAL MANAGEMENT LLC$706M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$655M
  • VANGUARD FIDUCIARY TRUST CO$61M
  • Jain Global LLC$30M
  • Prana Capital Management, LP$26M
  • Vanguard Global Advisers, LLC$24M

Full exits 22

  • VANGUARD GROUP INC$1.6B
  • Select Equity Group, L.P.$84M
  • Lighthouse Investment Partners, LLC$12M
  • Dockside LLC$9M
  • Brandywine Global Investment Management, LLC$7M
  • WINTON GROUP Ltd$7M

Largest adds

  • T. Rowe Price Investment Management, Inc.$144M
  • Woodline Partners LP$53M
  • VOYA INVESTMENT MANAGEMENT LLC$45M
  • DIMENSIONAL FUND ADVISORS LP$24M
  • AQR CAPITAL MANAGEMENT LLC$21M
  • Allianz Asset Management GmbH$19M

Largest trims

  • BlackRock, Inc.$368M
  • Bank of New York Mellon Corp$165M
  • FMR LLC$158M
  • STATE STREET CORP$68M
  • NORTHERN TRUST CORP$39M
  • Clark Capital Management Group, Inc.$38M

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
Bank of New York Mellon Corp trimmed4,816,951$1.0B9.4%2026-Q1
T. Rowe Price Investment Management, Inc. added3,272,043$713M6.4%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new3,243,504$706M6.3%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new3,008,137$655M5.9%2026-Q1
BlackRock, Inc. trimmed2,708,710$590M5.3%2026-Q1
STATE STREET CORP trimmed2,531,416$551M4.9%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added1,406,786$306M2.7%2026-Q1
Invesco Ltd. added1,168,528$255M2.3%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added1,146,514$250M2.2%2026-Q1
DIMENSIONAL FUND ADVISORS LP added1,125,406$245M2.2%2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed922,421$201M1.8%2026-Q1
VOYA INVESTMENT MANAGEMENT LLC added834,121$181M1.6%2026-Q1
FMR LLC trimmed737,362$161M1.4%2026-Q1
FULLER & THALER ASSET MANAGEMENT, INC. trimmed697,535$152M1.4%2026-Q1
MORGAN STANLEY added656,985$143M1.3%2026-Q1
NORDEA INVESTMENT MANAGEMENT AB added661,921$142M1.3%2026-Q1
NORGES BANK trimmed663,102$139M1.2%2026-Q1
FIRST TRUST ADVISORS LP added632,896$138M1.2%2026-Q1
LYRICAL ASSET MANAGEMENT LP trimmed612,104$133M1.2%2026-Q1
NORTHERN TRUST CORP trimmed512,825$112M1.0%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP added499,734$109M1.0%2026-Q1
Qube Research & Technologies Ltd added486,578$106M0.9%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added466,506$102M0.9%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP added462,414$101M0.9%2026-Q1
FIL Ltd trimmed456,359$99M0.9%2026-Q1
FIRST MANHATTAN CO. LLC. trimmed408,589$89M0.8%2026-Q1
Gillson Capital LP added393,016$86M0.8%2026-Q1
BANK OF AMERICA CORP /DE/ added361,210$79M0.7%2026-Q1
Woodline Partners LP added356,532$78M0.7%2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C. added344,640$75M0.7%2026-Q1
JUPITER ASSET MANAGEMENT LTD trimmed328,630$72M0.6%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed321,135$70M0.6%2026-Q1
DEUTSCHE BANK AG\ trimmed320,199$70M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new281,617$61M0.5%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed259,560$57M0.5%2026-Q1
GW&K Investment Management, LLC trimmed253,068$55M0.5%2026-Q1
TD Asset Management Inc trimmed251,887$55M0.5%2026-Q1
GOLDMAN SACHS GROUP INC added217,441$47M0.4%2026-Q1
AQR CAPITAL MANAGEMENT LLC added211,916$46M0.4%2026-Q1
AMERICAN CENTURY COMPANIES INC added190,999$42M0.4%2026-Q1
Clark Capital Management Group, Inc. trimmed172,329$38M0.3%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added169,899$37M0.3%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added158,906$35M0.3%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added153,781$33M0.3%2026-Q1
Amundi added151,136$33M0.3%2026-Q1
PFA Pension, Forsikringsaktieselskab149,485$33M0.3%2026-Q1
Allianz Asset Management GmbH added146,740$32M0.3%2026-Q1
PRUDENTIAL FINANCIAL INC trimmed143,262$31M0.3%2026-Q1
UBS Group AG added138,271$30M0.3%2026-Q1
Jain Global LLC added137,217$30M0.3%2026-Q1
California Public Employees Retirement System trimmed132,402$29M0.3%2026-Q1
Nuveen, LLC added126,869$28M0.2%2026-Q1
Robeco Institutional Asset Management B.V. trimmed124,241$27M0.2%2026-Q1
LORD, ABBETT & CO. LLC added120,750$26M0.2%2026-Q1
DEPRINCE RACE & ZOLLO INC trimmed120,545$26M0.2%2026-Q1
JPMORGAN CHASE & CO added119,178$26M0.2%2026-Q1
Prana Capital Management, LP added117,528$26M0.2%2026-Q1
FEDERATED HERMES, INC. trimmed113,033$25M0.2%2026-Q1
BARCLAYS PLC trimmed111,956$24M0.2%2026-Q1
Vanguard Global Advisers, LLC new108,058$24M0.2%2026-Q1
Calamos Advisors LLC added107,355$23M0.2%2026-Q1
RHUMBLINE ADVISERS added105,962$23M0.2%2026-Q1
OBERWEIS ASSET MANAGEMENT INC/ added102,300$22M0.2%2026-Q1
Gotham Asset Management, LLC added101,095$22M0.2%2026-Q1
MARSHALL WACE, LLP added99,888$22M0.2%2026-Q1
Swiss National Bank trimmed99,000$22M0.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed98,353$21M0.2%2026-Q1
VALLEY WEALTH MANAGERS, INC. added96,859$21M0.2%2026-Q1
CITADEL ADVISORS LLC added96,059$21M0.2%2026-Q1
PICTON MAHONEY ASSET MANAGEMENT added92,412$20M0.2%2026-Q1
KENNEDY CAPITAL MANAGEMENT LLC added84,649$18M0.2%2026-Q1
SEI INVESTMENTS CO added80,774$18M0.2%2026-Q1
ROYAL BANK OF CANADA added79,737$17M0.2%2026-Q1
Legal & General Group Plc trimmed78,125$17M0.2%2026-Q1
Schonfeld Strategic Advisors LLC added77,616$17M0.2%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH added77,350$17M0.2%2026-Q1
Quantinno Capital Management LP added74,826$16M0.1%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed65,655$16M0.1%2026-Q1
HSBC HOLDINGS PLC trimmed72,632$16M0.1%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed72,124$16M0.1%2026-Q1
ZACKS INVESTMENT MANAGEMENT added70,545$15M0.1%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added66,882$15M0.1%2026-Q1
AMERIPRISE FINANCIAL INC trimmed64,117$14M0.1%2026-Q1
Shay Capital LLC added62,000$14M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added58,828$13M0.1%2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLC trimmed57,446$13M0.1%2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd. added57,339$12M0.1%2026-Q1
RAYMOND JAMES FINANCIAL INC added52,116$11M0.1%2026-Q1
BNP PARIBAS ASSET MANAGEMENT Holding S.A. added50,953$11M0.1%2026-Q1
Russell Investments Group, Ltd. trimmed50,279$11M0.1%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added49,517$11M0.1%2026-Q1
Allspring Global Investments Holdings, LLC added45,977$10M0.1%2026-Q1
VANGUARD GROUP INC trimmed6,586,419$1.6B14.2%2025-Q4 stale
Select Equity Group, L.P. new348,607$84M0.8%2025-Q4 stale
Point72 Asset Management, L.P. added87,331$19M0.2%2025-Q3 stale
RENAISSANCE TECHNOLOGIES LLC added61,900$13M0.1%2025-Q3 stale
Caisse de depot et placement du Quebec added60,818$12M0.1%2025-Q2 stale
Lighthouse Investment Partners, LLC trimmed48,187$12M0.1%2025-Q4 stale
Cubist Systematic Strategies, LLC trimmed50,643$11M0.1%2025-Q3 stale
HENNESSY ADVISORS INC trimmed48,500$10M0.1%2025-Q1 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