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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 1,156,453 | $6M | 12.5% | 2026-Q1 |
| Senvest Management, LLC added | 1,136,558 | $6M | 12.3% | 2026-Q1 |
| Cable Car Capital, LP added | 1,002,650 | $5M | 10.9% | 2026-Q1 |
| BlackRock, Inc. added | 427,576 | $4M | 8.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 567,271 | $3M | 6.1% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 263,223 | $2M | 4.9% | 2026-Q2 |
| ACADIAN ASSET MANAGEMENT LLC trimmed | 406,622 | $2M | 4.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 145,104 | $1M | 2.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 188,372 | $991K | 2.0% | 2026-Q1 |
| MARSHALL WACE, LLP added | 108,057 | $985K | 2.0% | 2026-Q2 |
| Rock Point Advisors, LLC added | 136,086 | $716K | 1.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 123,597 | $650K | 1.3% | 2026-Q1 |
| STATE STREET CORP | 56,599 | $516K | 1.1% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 88,996 | $468K | 1.0% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 79,931 | $420K | 0.9% | 2026-Q1 |
| Monaco Asset Management SAM | 68,940 | $363K | 0.7% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP trimmed | 56,866 | $299K | 0.6% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 54,112 | $285K | 0.6% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 28,654 | $262K | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 49,288 | $259K | 0.5% | 2026-Q1 |
| HSBC HOLDINGS PLC | 46,565 | $254K | 0.5% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 47,989 | $252K | 0.5% | 2026-Q1 |
| NORGES BANK | 28,070 | $221K | 0.5% | 2026-Q1 |
| HighTower Advisors, LLC added | 37,659 | $198K | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 31,386 | $165K | 0.3% | 2026-Q1 |
| Ballentine Partners, LLC new | 29,750 | $156K | 0.3% | 2026-Q1 |
| NORTHERN TRUST CORP | 28,873 | $152K | 0.3% | 2026-Q1 |
| XTX Topco Ltd trimmed | 24,245 | $128K | 0.3% | 2026-Q1 |
| BARCLAYS PLC | 24,047 | $126K | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 18,665 | $98K | 0.2% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 17,791 | $94K | 0.2% | 2026-Q1 |
| ALGERT GLOBAL LLC | 14,052 | $74K | 0.2% | 2026-Q1 |
| SAPIENT CAPITAL LLC | 10,000 | $53K | 0.1% | 2026-Q1 |
| Caption Management, LLC new | 5,030 | $26K | 0.1% | 2026-Q1 |
| UBS Group AG added | 4,690 | $25K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 4,517 | $24K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 4,004 | $21K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,557 | $8K | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 1,253 | $7K | 0.0% | 2026-Q1 |
| SIMPLEX TRADING, LLC trimmed | 982 | $5K | 0.0% | 2026-Q1 |
| Leonteq Securities AG added | 838 | $4K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 717 | $4K | 0.0% | 2026-Q1 |
| RHUMBLINE ADVISERS | 498 | $3K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. | 233 | $1K | 0.0% | 2026-Q1 |
| Physician Wealth Advisors, Inc. added | 189 | $995 | 0.0% | 2026-Q1 |
| SBI Securities Co., Ltd. added | 123 | $647 | 0.0% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ | 53 | $279 | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 50 | $263 | 0.0% | 2026-Q1 |
| Union Bancaire Privee, UBP SA | 50 | $259 | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. | 38 | $198 | 0.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 14 | $74 | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | 10 | $53 | 0.0% | 2026-Q1 |
| Caitong International Asset Management Co., Ltd new | 8 | $42 | 0.0% | 2026-Q1 |
| Bernard Wealth Management Corp. | 5 | $27 | 0.0% | 2026-Q1 |
| Smartleaf Asset Management LLC new | 2 | $10 | 0.0% | 2026-Q1 |
| CITIGROUP INC | 1 | $5 | 0.0% | 2026-Q1 |
| Caledonia (Private) Investments Pty Ltd trimmed | 640,000 | $4M | 8.1% | 2025-Q3 stale |
| VANGUARD GROUP INC trimmed | 612,611 | $3M | 6.2% | 2025-Q4 stale |
| JACOBS LEVY EQUITY MANAGEMENT, INC new | 119,849 | $588K | 1.2% | 2025-Q4 stale |
| TAKEDA PHARMACEUTICAL CO LTD | 77,733 | $478K | 1.0% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP added | 87,650 | $430K | 0.9% | 2025-Q4 stale |
| OMERS ADMINISTRATION Corp added | 32,331 | $255K | 0.5% | 2025-Q1 stale |
| Corton Capital Inc. trimmed | 23,980 | $147K | 0.3% | 2025-Q3 stale |
| Whetstone Capital Advisors, LLC new | 25,000 | $123K | 0.3% | 2025-Q4 stale |
| HRT FINANCIAL LP new | 14,469 | $114K | 0.2% | 2025-Q1 stale |
| PRELUDE CAPITAL MANAGEMENT, LLC added | 20,605 | $101K | 0.2% | 2025-Q4 stale |
| Chancellor Financial Group WB LP trimmed | 11,105 | $99K | 0.2% | 2025-Q2 stale |
| BALYASNY ASSET MANAGEMENT L.P. new | 12,217 | $96K | 0.2% | 2025-Q1 stale |
| Invesco Ltd. trimmed | 14,426 | $89K | 0.2% | 2025-Q3 stale |
| Jain Global LLC new | 10,606 | $84K | 0.2% | 2025-Q1 stale |
| NewEdge Advisors, LLC new | 16,608 | $82K | 0.2% | 2025-Q4 stale |
| OCCUDO QUANTITATIVE STRATEGIES LP new | 15,096 | $74K | 0.2% | 2025-Q4 stale |
| Qube Research & Technologies Ltd added | 11,032 | $68K | 0.1% | 2025-Q3 stale |
| Engineers Gate Manager LP trimmed | 10,702 | $66K | 0.1% | 2025-Q3 stale |
| Universal- Beteiligungs- und Servicegesellschaft mbH new | 10,000 | $62K | 0.1% | 2025-Q3 stale |
| State of Wyoming added | 7,737 | $61K | 0.1% | 2025-Q1 stale |
| MILLENNIUM MANAGEMENT LLC trimmed | 11,051 | $54K | 0.1% | 2025-Q4 stale |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 10,429 | $51K | 0.1% | 2025-Q4 stale |
| Headlands Technologies LLC trimmed | 4,417 | $39K | 0.1% | 2025-Q2 stale |
| BANK OF AMERICA CORP /DE/ added | 4,668 | $23K | 0.0% | 2025-Q4 stale |
| Tower Research Capital LLC (TRC) added | 1,485 | $7K | 0.0% | 2025-Q4 stale |
| RAYMOND JAMES FINANCIAL INC new | 696 | $6K | 0.0% | 2025-Q2 stale |
| OPTIMA CAPITAL LLC new | 350 | $2K | 0.0% | 2025-Q4 stale |
| Rise Advisors, LLC new | 145 | $1K | 0.0% | 2025-Q1 stale |
| IFP Advisors, Inc | 80 | $711 | 0.0% | 2025-Q2 stale |
| EverSource Wealth Advisors, LLC | 89 | $701 | 0.0% | 2025-Q1 stale |
| US BANCORP \DE\ | 50 | $445 | 0.0% | 2025-Q2 stale |
| Wealthspire Advisors, LLC new | 60 | $369 | 0.0% | 2025-Q3 stale |
| FMR LLC trimmed | 59 | $363 | 0.0% | 2025-Q3 stale |
| COLDSTREAM CAPITAL MANAGEMENT INC new | 34 | $268 | 0.0% | 2025-Q1 stale |
| Hexagon Capital Partners LLC | 25 | $197 | 0.0% | 2025-Q1 stale |
| GAMMA Investing LLC trimmed | 24 | $148 | 0.0% | 2025-Q3 stale |
| TD Waterhouse Canada Inc. trimmed | 15 | $92 | 0.0% | 2025-Q3 stale |
| Kiker Wealth Management, LLC new | 8 | $63 | 0.0% | 2025-Q1 stale |
| FLAGSHIP HARBOR ADVISORS, LLC new | 8 | $39 | 0.0% | 2025-Q4 stale |
| Creative Capital Management Investments LLC new | 4 | $36 | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.
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.