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Institutional Ownership · SEC Form 13F

Who owns AMX


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

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

335
Institutional holders
165M
Shares held (tracked funds)

How the tape is positioned

63 tracked funds added or opened AMX while 48 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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

AMX’s largest tracked holder by dollar value, FMR LLC, 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 AMX more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in AMX 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 335 tracked filers holding AMX, 154 increased or opened the position and 148 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 AMX 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 16

  • WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$52M
  • AXIOM INVESTORS LLC /DE$37M
  • INCA Investments LLC$32M
  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$9M
  • TSP Capital Management Group, LLC$5M
  • NEW YORK STATE COMMON RETIREMENT FUND$5M

Full exits 21

  • Amundi$61M
  • JANE STREET GROUP, LLC$7M
  • Janney Montgomery Scott LLC$4M
  • Thrivent Financial for Lutherans$4M
  • HANTZ FINANCIAL SERVICES, INC.$3M
  • MILLENNIUM MANAGEMENT LLC$3M

Largest adds

  • BANK OF AMERICA CORP /DE/$106M
  • Westwood Global Investments, LLC$28M
  • MORGAN STANLEY$23M
  • NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$14M
  • Capital Wealth Planning, LLC$12M
  • LAZARD ASSET MANAGEMENT LLC$12M

Largest trims

  • Capital International Investors$109M
  • BANK OF MONTREAL /CAN/$30M
  • Robeco Institutional Asset Management B.V.$14M
  • TEACHER RETIREMENT SYSTEM OF TEXAS$11M
  • Boston Partners$11M
  • DISCOVERY CAPITAL MANAGEMENT, LLC / CT$10M

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.

FundSharesReported value% of valueQuarter
FMR LLC trimmed24,474,821$636M15.1%2026-Q2
LAZARD ASSET MANAGEMENT LLC added20,859,778$542M12.9%2026-Q2
Capital World Investors added13,893,568$361M8.6%2026-Q2
Westwood Global Investments, LLC added13,194,202$343M8.1%2026-Q2
Robeco Institutional Asset Management B.V. trimmed7,223,875$188M4.5%2026-Q2
Boston Partners trimmed6,636,318$172M4.1%2026-Q2
BANK OF AMERICA CORP /DE/ added6,312,425$164M3.9%2026-Q2
Capital International Investors trimmed5,824,597$151M3.6%2026-Q2
MORGAN STANLEY added5,169,238$134M3.2%2026-Q2
DIMENSIONAL FUND ADVISORS LP trimmed4,190,435$109M2.6%2026-Q2
DISCOVERY CAPITAL MANAGEMENT, LLC / CT trimmed3,988,067$104M2.5%2026-Q2
AMERICAN CENTURY COMPANIES INC trimmed3,382,229$88M2.1%2026-Q2
BRANDES INVESTMENT PARTNERS, LP added3,093,426$80M1.9%2026-Q2
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added2,704,122$70M1.7%2026-Q2
Allspring Global Investments Holdings, LLC trimmed2,240,903$57M1.4%2026-Q2
TEACHER RETIREMENT SYSTEM OF TEXAS trimmed2,200,300$57M1.4%2026-Q2
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC new2,010,385$52M1.2%2026-Q2
FIRST TRUST ADVISORS LP trimmed2,006,212$52M1.2%2026-Q2
Itau Unibanco Holding S.A. trimmed1,990,963$52M1.2%2026-Q2
Russell Investments Group, Ltd. added1,869,653$49M1.2%2026-Q2
Capital Wealth Planning, LLC added1,493,364$39M0.9%2026-Q2
AXIOM INVESTORS LLC /DE new1,408,480$37M0.9%2026-Q2
GLENMEDE TRUST CO NA trimmed1,314,391$34M0.8%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP added1,256,073$33M0.8%2026-Q2
Rockefeller Capital Management L.P. added1,233,279$32M0.8%2026-Q2
INCA Investments LLC new1,232,789$32M0.8%2026-Q2
GOLDMAN SACHS GROUP INC trimmed1,115,185$29M0.7%2026-Q2
NAN FUNG TRINITY (HK) LTD trimmed1,055,500$27M0.7%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added1,049,867$27M0.6%2026-Q2
NORTHERN TRUST CORP trimmed947,318$25M0.6%2026-Q2
Connor, Clark & Lunn Investment Management Ltd. added934,758$24M0.6%2026-Q2
RENAISSANCE TECHNOLOGIES LLC trimmed820,228$21M0.5%2026-Q2
UBS Group AG added799,181$21M0.5%2026-Q2
WELLS FARGO & COMPANY/MN trimmed684,787$18M0.4%2026-Q2
Capital International, Inc./CA/ trimmed656,615$17M0.4%2026-Q2
CAPITAL INTERNATIONAL SARL trimmed648,782$17M0.4%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed646,054$17M0.4%2026-Q2
BlackRock, Inc. added601,929$16M0.4%2026-Q2
SEI INVESTMENTS CO added578,707$15M0.4%2026-Q2
Invesco Ltd. added542,487$14M0.3%2026-Q2
JPMORGAN CHASE & CO added539,088$14M0.3%2026-Q2
SCHRODER INVESTMENT MANAGEMENT GROUP added534,464$14M0.3%2026-Q2
ABC ARBITRAGE SA added512,433$13M0.3%2026-Q2
Qube Research & Technologies Ltd added474,925$12M0.3%2026-Q2
Tidal Investments LLC added436,962$11M0.3%2026-Q2
CITIGROUP INC added423,442$11M0.3%2026-Q2
ROYAL BANK OF CANADA added397,912$10M0.2%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added364,262$9M0.2%2026-Q2
State of New Jersey Common Pension Fund D329,100$9M0.2%2026-Q2
CAPITAL INTERNATIONAL LTD /CA/ added308,635$8M0.2%2026-Q2
GABELLI FUNDS LLC294,500$8M0.2%2026-Q2
LPL Financial LLC trimmed221,569$6M0.1%2026-Q2
ASSETMARK, INC added204,067$5M0.1%2026-Q2
RAYMOND JAMES FINANCIAL INC added193,004$5M0.1%2026-Q2
TSP Capital Management Group, LLC trimmed189,121$5M0.1%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND new188,392$5M0.1%2026-Q2
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added179,050$5M0.1%2026-Q2
Creative Planning added173,099$4M0.1%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC trimmed171,455$4M0.1%2026-Q2
MANNING & NAPIER ADVISORS LLC trimmed168,613$5M0.1%2026-Q2
OPAL CAPITAL LLC added167,984$4M0.1%2026-Q2
TrueMark Investments, LLC added167,984$4M0.1%2026-Q2
M&T Bank Corp trimmed164,510$4M0.1%2026-Q2
Raiffeisen Bank International AG added155,320$4M0.1%2026-Q2
AMERIPRISE FINANCIAL INC added149,580$4M0.1%2026-Q2
Cetera Investment Advisers added143,906$4M0.1%2026-Q2
Henry James International Management Inc.142,565$4M0.1%2026-Q2
GAM Holding AG128,322$3M0.1%2026-Q2
AIA Group Ltd121,772$3M0.1%2026-Q2
Nuveen, LLC new117,582$3M0.1%2026-Q2
Crossmark Global Holdings, Inc. added114,407$3M0.1%2026-Q2
US BANCORP \DE\ trimmed113,860$3M0.1%2026-Q2
STIFEL FINANCIAL CORP added109,577$3M0.1%2026-Q2
CITADEL ADVISORS LLC trimmed107,426$3M0.1%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed101,796$3M0.1%2026-Q2
American Trust Investment Advisors, LLC trimmed98,183$3M0.1%2026-Q2
Quantinno Capital Management LP added95,507$2M0.1%2026-Q2
Advisors Asset Management, Inc. added95,383$2M0.1%2026-Q2
Asset Management One Co., Ltd.87,252$2M0.1%2026-Q2
XTX Topco Ltd trimmed85,635$2M0.1%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added78,684$2M0.0%2026-Q2
CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD.77,927$2M0.0%2026-Q2
Northwest & Ethical Investments L.P. added75,638$2M0.0%2026-Q2
AUXIER ASSET MANAGEMENT LLC trimmed75,030$2M0.0%2026-Q2
BANK OF MONTREAL /CAN/ trimmed73,867$2M0.0%2026-Q2
AQR CAPITAL MANAGEMENT LLC added73,398$2M0.0%2026-Q2
Corient Private Wealth LP added72,981$2M0.0%2026-Q2
Vest Financial, LLC added71,588$2M0.0%2026-Q2
QUADRANT CAPITAL GROUP LLC trimmed69,409$2M0.0%2026-Q2
Faithward Advisors, LLC trimmed68,043$2M0.0%2026-Q2
OSAIC HOLDINGS, INC. added60,305$2M0.0%2026-Q2
STATE STREET CORP added59,194$2M0.0%2026-Q2
Mariner, LLC added58,344$2M0.0%2026-Q2
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. trimmed57,155$1M0.0%2026-Q2
Essex Financial Services, Inc.53,340$1M0.0%2026-Q2
MML INVESTORS SERVICES, LLC added50,193$1M0.0%2026-Q2
NewEdge Advisors, LLC added48,150$1M0.0%2026-Q2
PROFUND ADVISORS LLC trimmed48,042$1M0.0%2026-Q2
Callan Family Office, LLC trimmed47,153$1M0.0%2026-Q2
Y-Intercept (Hong Kong) Ltd trimmed42,801$1M0.0%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.

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