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Institutional Ownership · SEC Form 13F

Who owns American Well (AMWL)


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

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

56
Institutional holders
6M
Shares held (tracked funds)
38.6%
Of shares outstanding

How the tape is positioned

5 tracked funds added or opened AMWL while 4 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

AMWL’s largest tracked holder by dollar value, MORGAN STANLEY, 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 AMWL 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 1119 tracked filers holding AMWL, 29 increased or opened the position and 26 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 AMWL 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 1

  • VANGUARD CAPITAL MANAGEMENT LLC$3M

Full exits 2

  • VANGUARD GROUP INC$3M
  • JACOBS LEVY EQUITY MANAGEMENT, INC$588K

Largest adds

  • Senvest Management, LLC$4M
  • Cable Car Capital, LP$3M
  • GOLDMAN SACHS GROUP INC$335K
  • MORGAN STANLEY$316K

Largest trims

  • Squarepoint Ops LLC$471K
  • JANE STREET GROUP, LLC$320K

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
MORGAN STANLEY trimmed1,156,453$6M12.5%2026-Q1
Senvest Management, LLC added1,136,558$6M12.3%2026-Q1
Cable Car Capital, LP added1,002,650$5M10.9%2026-Q1
BlackRock, Inc. added427,576$4M8.0%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC new567,271$3M6.1%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added263,223$2M4.9%2026-Q2
ACADIAN ASSET MANAGEMENT LLC trimmed406,622$2M4.4%2026-Q1
TWO SIGMA INVESTMENTS, LP added145,104$1M2.7%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added188,372$991K2.0%2026-Q1
MARSHALL WACE, LLP added108,057$985K2.0%2026-Q2
Rock Point Advisors, LLC added136,086$716K1.5%2026-Q1
GOLDMAN SACHS GROUP INC added123,597$650K1.3%2026-Q1
STATE STREET CORP56,599$516K1.1%2026-Q2
DIMENSIONAL FUND ADVISORS LP added88,996$468K1.0%2026-Q1
VANGUARD FIDUCIARY TRUST CO new79,931$420K0.9%2026-Q1
Monaco Asset Management SAM68,940$363K0.7%2026-Q1
GSA CAPITAL PARTNERS LLP trimmed56,866$299K0.6%2026-Q1
JANE STREET GROUP, LLC trimmed54,112$285K0.6%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added28,654$262K0.5%2026-Q2
CITADEL ADVISORS LLC trimmed49,288$259K0.5%2026-Q1
HSBC HOLDINGS PLC46,565$254K0.5%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed47,989$252K0.5%2026-Q1
NORGES BANK28,070$221K0.5%2026-Q1
HighTower Advisors, LLC added37,659$198K0.4%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added31,386$165K0.3%2026-Q1
Ballentine Partners, LLC new29,750$156K0.3%2026-Q1
NORTHERN TRUST CORP28,873$152K0.3%2026-Q1
XTX Topco Ltd trimmed24,245$128K0.3%2026-Q1
BARCLAYS PLC24,047$126K0.3%2026-Q1
WELLS FARGO & COMPANY/MN added18,665$98K0.2%2026-Q1
Squarepoint Ops LLC trimmed17,791$94K0.2%2026-Q1
ALGERT GLOBAL LLC14,052$74K0.2%2026-Q1
SAPIENT CAPITAL LLC10,000$53K0.1%2026-Q1
Caption Management, LLC new5,030$26K0.1%2026-Q1
UBS Group AG added4,690$25K0.1%2026-Q1
Vanguard Global Advisers, LLC new4,517$24K0.0%2026-Q1
JPMORGAN CHASE & CO added4,004$21K0.0%2026-Q1
ROYAL BANK OF CANADA added1,557$8K0.0%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed1,253$7K0.0%2026-Q1
SIMPLEX TRADING, LLC trimmed982$5K0.0%2026-Q1
Leonteq Securities AG added838$4K0.0%2026-Q1
Steward Partners Investment Advisory, LLC717$4K0.0%2026-Q1
RHUMBLINE ADVISERS498$3K0.0%2026-Q1
HARBOUR INVESTMENTS, INC.233$1K0.0%2026-Q1
Physician Wealth Advisors, Inc. added189$9950.0%2026-Q1
SBI Securities Co., Ltd. added123$6470.0%2026-Q1
NATIONAL BANK OF CANADA /FI/53$2790.0%2026-Q1
Advisory Services Network, LLC trimmed50$2630.0%2026-Q1
Union Bancaire Privee, UBP SA50$2590.0%2026-Q1
OSAIC HOLDINGS, INC.38$1980.0%2026-Q1
JONES FINANCIAL COMPANIES LLLP trimmed14$740.0%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.10$530.0%2026-Q1
Caitong International Asset Management Co., Ltd new8$420.0%2026-Q1
Bernard Wealth Management Corp.5$270.0%2026-Q1
Smartleaf Asset Management LLC new2$100.0%2026-Q1
CITIGROUP INC1$50.0%2026-Q1
Caledonia (Private) Investments Pty Ltd trimmed640,000$4M8.1%2025-Q3 stale
VANGUARD GROUP INC trimmed612,611$3M6.2%2025-Q4 stale
JACOBS LEVY EQUITY MANAGEMENT, INC new119,849$588K1.2%2025-Q4 stale
TAKEDA PHARMACEUTICAL CO LTD77,733$478K1.0%2025-Q3 stale
TWO SIGMA ADVISERS, LP added87,650$430K0.9%2025-Q4 stale
OMERS ADMINISTRATION Corp added32,331$255K0.5%2025-Q1 stale
Corton Capital Inc. trimmed23,980$147K0.3%2025-Q3 stale
Whetstone Capital Advisors, LLC new25,000$123K0.3%2025-Q4 stale
HRT FINANCIAL LP new14,469$114K0.2%2025-Q1 stale
PRELUDE CAPITAL MANAGEMENT, LLC added20,605$101K0.2%2025-Q4 stale
Chancellor Financial Group WB LP trimmed11,105$99K0.2%2025-Q2 stale
BALYASNY ASSET MANAGEMENT L.P. new12,217$96K0.2%2025-Q1 stale
Invesco Ltd. trimmed14,426$89K0.2%2025-Q3 stale
Jain Global LLC new10,606$84K0.2%2025-Q1 stale
NewEdge Advisors, LLC new16,608$82K0.2%2025-Q4 stale
OCCUDO QUANTITATIVE STRATEGIES LP new15,096$74K0.2%2025-Q4 stale
Qube Research & Technologies Ltd added11,032$68K0.1%2025-Q3 stale
Engineers Gate Manager LP trimmed10,702$66K0.1%2025-Q3 stale
Universal- Beteiligungs- und Servicegesellschaft mbH new10,000$62K0.1%2025-Q3 stale
State of Wyoming added7,737$61K0.1%2025-Q1 stale
MILLENNIUM MANAGEMENT LLC trimmed11,051$54K0.1%2025-Q4 stale
Connor, Clark & Lunn Investment Management Ltd. trimmed10,429$51K0.1%2025-Q4 stale
Headlands Technologies LLC trimmed4,417$39K0.1%2025-Q2 stale
BANK OF AMERICA CORP /DE/ added4,668$23K0.0%2025-Q4 stale
Tower Research Capital LLC (TRC) added1,485$7K0.0%2025-Q4 stale
RAYMOND JAMES FINANCIAL INC new696$6K0.0%2025-Q2 stale
OPTIMA CAPITAL LLC new350$2K0.0%2025-Q4 stale
Rise Advisors, LLC new145$1K0.0%2025-Q1 stale
IFP Advisors, Inc80$7110.0%2025-Q2 stale
EverSource Wealth Advisors, LLC89$7010.0%2025-Q1 stale
US BANCORP \DE\50$4450.0%2025-Q2 stale
Wealthspire Advisors, LLC new60$3690.0%2025-Q3 stale
FMR LLC trimmed59$3630.0%2025-Q3 stale
COLDSTREAM CAPITAL MANAGEMENT INC new34$2680.0%2025-Q1 stale
Hexagon Capital Partners LLC25$1970.0%2025-Q1 stale
GAMMA Investing LLC trimmed24$1480.0%2025-Q3 stale
TD Waterhouse Canada Inc. trimmed15$920.0%2025-Q3 stale
Kiker Wealth Management, LLC new8$630.0%2025-Q1 stale
FLAGSHIP HARBOR ADVISORS, LLC new8$390.0%2025-Q4 stale
Creative Capital Management Investments LLC new4$360.0%2025-Q2 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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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