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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Bank of New York Mellon Corp trimmed | 4,816,951 | $1.0B | 9.4% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 3,272,043 | $713M | 6.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 3,243,504 | $706M | 6.3% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 3,008,137 | $655M | 5.9% | 2026-Q1 |
| BlackRock, Inc. trimmed | 2,708,710 | $590M | 5.3% | 2026-Q1 |
| STATE STREET CORP trimmed | 2,531,416 | $551M | 4.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,406,786 | $306M | 2.7% | 2026-Q1 |
| Invesco Ltd. added | 1,168,528 | $255M | 2.3% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 1,146,514 | $250M | 2.2% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,125,406 | $245M | 2.2% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 922,421 | $201M | 1.8% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 834,121 | $181M | 1.6% | 2026-Q1 |
| FMR LLC trimmed | 737,362 | $161M | 1.4% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 697,535 | $152M | 1.4% | 2026-Q1 |
| MORGAN STANLEY added | 656,985 | $143M | 1.3% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB added | 661,921 | $142M | 1.3% | 2026-Q1 |
| NORGES BANK trimmed | 663,102 | $139M | 1.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 632,896 | $138M | 1.2% | 2026-Q1 |
| LYRICAL ASSET MANAGEMENT LP trimmed | 612,104 | $133M | 1.2% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 512,825 | $112M | 1.0% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 499,734 | $109M | 1.0% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 486,578 | $106M | 0.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 466,506 | $102M | 0.9% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 462,414 | $101M | 0.9% | 2026-Q1 |
| FIL Ltd trimmed | 456,359 | $99M | 0.9% | 2026-Q1 |
| FIRST MANHATTAN CO. LLC. trimmed | 408,589 | $89M | 0.8% | 2026-Q1 |
| Gillson Capital LP added | 393,016 | $86M | 0.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 361,210 | $79M | 0.7% | 2026-Q1 |
| Woodline Partners LP added | 356,532 | $78M | 0.7% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 344,640 | $75M | 0.7% | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD trimmed | 328,630 | $72M | 0.6% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 321,135 | $70M | 0.6% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 320,199 | $70M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 281,617 | $61M | 0.5% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 259,560 | $57M | 0.5% | 2026-Q1 |
| GW&K Investment Management, LLC trimmed | 253,068 | $55M | 0.5% | 2026-Q1 |
| TD Asset Management Inc trimmed | 251,887 | $55M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 217,441 | $47M | 0.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 211,916 | $46M | 0.4% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 190,999 | $42M | 0.4% | 2026-Q1 |
| Clark Capital Management Group, Inc. trimmed | 172,329 | $38M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 169,899 | $37M | 0.3% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 158,906 | $35M | 0.3% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 153,781 | $33M | 0.3% | 2026-Q1 |
| Amundi added | 151,136 | $33M | 0.3% | 2026-Q1 |
| PFA Pension, Forsikringsaktieselskab | 149,485 | $33M | 0.3% | 2026-Q1 |
| Allianz Asset Management GmbH added | 146,740 | $32M | 0.3% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 143,262 | $31M | 0.3% | 2026-Q1 |
| UBS Group AG added | 138,271 | $30M | 0.3% | 2026-Q1 |
| Jain Global LLC added | 137,217 | $30M | 0.3% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 132,402 | $29M | 0.3% | 2026-Q1 |
| Nuveen, LLC added | 126,869 | $28M | 0.2% | 2026-Q1 |
| Robeco Institutional Asset Management B.V. trimmed | 124,241 | $27M | 0.2% | 2026-Q1 |
| LORD, ABBETT & CO. LLC added | 120,750 | $26M | 0.2% | 2026-Q1 |
| DEPRINCE RACE & ZOLLO INC trimmed | 120,545 | $26M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 119,178 | $26M | 0.2% | 2026-Q1 |
| Prana Capital Management, LP added | 117,528 | $26M | 0.2% | 2026-Q1 |
| FEDERATED HERMES, INC. trimmed | 113,033 | $25M | 0.2% | 2026-Q1 |
| BARCLAYS PLC trimmed | 111,956 | $24M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 108,058 | $24M | 0.2% | 2026-Q1 |
| Calamos Advisors LLC added | 107,355 | $23M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 105,962 | $23M | 0.2% | 2026-Q1 |
| OBERWEIS ASSET MANAGEMENT INC/ added | 102,300 | $22M | 0.2% | 2026-Q1 |
| Gotham Asset Management, LLC added | 101,095 | $22M | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP added | 99,888 | $22M | 0.2% | 2026-Q1 |
| Swiss National Bank trimmed | 99,000 | $22M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 98,353 | $21M | 0.2% | 2026-Q1 |
| VALLEY WEALTH MANAGERS, INC. added | 96,859 | $21M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 96,059 | $21M | 0.2% | 2026-Q1 |
| PICTON MAHONEY ASSET MANAGEMENT added | 92,412 | $20M | 0.2% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 84,649 | $18M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 80,774 | $18M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 79,737 | $17M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 78,125 | $17M | 0.2% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 77,616 | $17M | 0.2% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 77,350 | $17M | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 74,826 | $16M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 65,655 | $16M | 0.1% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 72,632 | $16M | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 72,124 | $16M | 0.1% | 2026-Q1 |
| ZACKS INVESTMENT MANAGEMENT added | 70,545 | $15M | 0.1% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 66,882 | $15M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 64,117 | $14M | 0.1% | 2026-Q1 |
| Shay Capital LLC added | 62,000 | $14M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 58,828 | $13M | 0.1% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 57,446 | $13M | 0.1% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 57,339 | $12M | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 52,116 | $11M | 0.1% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 50,953 | $11M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 50,279 | $11M | 0.1% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 49,517 | $11M | 0.1% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 45,977 | $10M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 6,586,419 | $1.6B | 14.2% | 2025-Q4 stale |
| Select Equity Group, L.P. new | 348,607 | $84M | 0.8% | 2025-Q4 stale |
| Point72 Asset Management, L.P. added | 87,331 | $19M | 0.2% | 2025-Q3 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 61,900 | $13M | 0.1% | 2025-Q3 stale |
| Caisse de depot et placement du Quebec added | 60,818 | $12M | 0.1% | 2025-Q2 stale |
| Lighthouse Investment Partners, LLC trimmed | 48,187 | $12M | 0.1% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC trimmed | 50,643 | $11M | 0.1% | 2025-Q3 stale |
| HENNESSY ADVISORS INC trimmed | 48,500 | $10M | 0.1% | 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.
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.