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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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

332
Institutional holders
165M
Shares held (tracked funds)

How the tape is positioned

96 tracked funds added or opened AMX while 34 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

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 2025-Q4 and 2026-Q1, across 332 tracked filers holding AMX, 165 increased or opened the position and 121 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 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 17

  • Capital World Investors$353M
  • Faithward Advisors, LLC$5M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$5M
  • WEXFORD CAPITAL LP$3M
  • Element Squared LLC$2M
  • Vest Financial, LLC$1M

Full exits 13

  • MARSHALL WACE, LLP$10M
  • CITADEL ADVISORS LLC$7M
  • Campbell & CO Investment Adviser LLC$6M
  • Holocene Advisors, LP$4M
  • VANGUARD GROUP INC$3M
  • Y-Intercept (Hong Kong) Ltd$3M

Largest adds

  • LAZARD ASSET MANAGEMENT LLC$165M
  • FMR LLC$129M
  • Boston Partners$83M
  • Westwood Global Investments, LLC$54M
  • BANK OF AMERICA CORP /DE/$47M
  • TEACHER RETIREMENT SYSTEM OF TEXAS$34M

Largest trims

  • Capital International Investors$574M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$63M
  • M&T Bank Corp$11M
  • Qube Research & Technologies Ltd$10M
  • SCHRODER INVESTMENT MANAGEMENT GROUP$10M
  • CAPITAL INTERNATIONAL SARL$5M

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
FMR LLC added24,918,417$635M15.0%2026-Q1
LAZARD ASSET MANAGEMENT LLC added20,807,915$530M12.5%2026-Q1
Capital World Investors new13,872,513$353M8.4%2026-Q1
Westwood Global Investments, LLC trimmed12,343,930$315M7.4%2026-Q1
Capital International Investors trimmed10,218,787$260M6.2%2026-Q1
Robeco Institutional Asset Management B.V. trimmed7,937,265$202M4.8%2026-Q1
Boston Partners added7,188,334$183M4.3%2026-Q1
DISCOVERY CAPITAL MANAGEMENT, LLC / CT added4,444,183$113M2.7%2026-Q1
MORGAN STANLEY added4,372,988$111M2.6%2026-Q1
DIMENSIONAL FUND ADVISORS LP added4,305,379$110M2.6%2026-Q1
AMERICAN CENTURY COMPANIES INC added3,444,629$88M2.1%2026-Q1
BRANDES INVESTMENT PARTNERS, LP added3,015,888$77M1.8%2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXAS added2,670,300$68M1.6%2026-Q1
Allspring Global Investments Holdings, LLC trimmed2,468,928$63M1.5%2026-Q1
Amundi added2,381,539$61M1.4%2026-Q1
BANK OF AMERICA CORP /DE/ added2,272,406$58M1.4%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed2,210,252$56M1.3%2026-Q1
FIRST TRUST ADVISORS LP added2,099,260$53M1.3%2026-Q1
Itau Unibanco Holding S.A.2,450,123$51M1.2%2026-Q1
Russell Investments Group, Ltd. added1,494,582$38M0.9%2026-Q1
NAN FUNG TRINITY (HK) LTD trimmed1,322,800$34M0.8%2026-Q1
GLENMEDE TRUST CO NA added1,315,299$34M0.8%2026-Q1
GOLDMAN SACHS GROUP INC trimmed1,273,920$32M0.8%2026-Q1
BANK OF MONTREAL /CAN/ added1,262,926$32M0.8%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP added1,249,552$32M0.8%2026-Q1
Rockefeller Capital Management L.P. added1,226,752$31M0.7%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed1,191,628$30M0.7%2026-Q1
Capital Wealth Planning, LLC added1,044,181$27M0.6%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added1,018,777$26M0.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added1,016,873$26M0.6%2026-Q1
Capital International, Inc./CA/ trimmed1,010,146$26M0.6%2026-Q1
NORTHERN TRUST CORP trimmed960,814$24M0.6%2026-Q1
UBS Group AG added734,364$19M0.4%2026-Q1
WELLS FARGO & COMPANY/MN added709,793$18M0.4%2026-Q1
CAPITAL INTERNATIONAL SARL trimmed677,924$17M0.4%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. trimmed559,118$14M0.3%2026-Q1
BlackRock, Inc. trimmed508,049$13M0.3%2026-Q1
Invesco Ltd. trimmed455,153$12M0.3%2026-Q1
ABC ARBITRAGE SA added416,914$11M0.3%2026-Q1
Tidal Investments LLC added416,591$10M0.2%2026-Q1
ROYAL BANK OF CANADA added387,667$10M0.2%2026-Q1
CITIGROUP INC trimmed373,692$10M0.2%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP trimmed335,171$9M0.2%2026-Q1
State of New Jersey Common Pension Fund D added329,100$8M0.2%2026-Q1
CAPITAL INTERNATIONAL LTD /CA/ trimmed307,481$8M0.2%2026-Q1
GABELLI FUNDS LLC294,500$8M0.2%2026-Q1
JPMORGAN CHASE & CO trimmed300,644$7M0.2%2026-Q1
JANE STREET GROUP, LLC trimmed282,716$7M0.2%2026-Q1
LPL Financial LLC added241,027$6M0.1%2026-Q1
SEI INVESTMENTS CO trimmed226,809$6M0.1%2026-Q1
US BANCORP \DE\ trimmed216,160$6M0.1%2026-Q1
Capital Group Private Client Services, Inc. trimmed210,204$5M0.1%2026-Q1
Qube Research & Technologies Ltd trimmed203,205$5M0.1%2026-Q1
MANNING & NAPIER ADVISORS LLC trimmed197,727$5M0.1%2026-Q1
ASSETMARK, INC added195,693$5M0.1%2026-Q1
Faithward Advisors, LLC new74,480$5M0.1%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new179,460$5M0.1%2026-Q1
M&T Bank Corp added165,510$4M0.1%2026-Q1
Creative Planning added158,155$4M0.1%2026-Q1
Janney Montgomery Scott LLC added153,796$4M0.1%2026-Q1
AMERIPRISE FINANCIAL INC trimmed147,937$4M0.1%2026-Q1
OPAL CAPITAL LLC added146,664$4M0.1%2026-Q1
TrueMark Investments, LLC added146,664$4M0.1%2026-Q1
Thrivent Financial for Lutherans added142,940$4M0.1%2026-Q1
Henry James International Management Inc. trimmed142,565$4M0.1%2026-Q1
Cetera Investment Advisers added140,574$4M0.1%2026-Q1
HANTZ FINANCIAL SERVICES, INC. added134,737$3M0.1%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added133,905$3M0.1%2026-Q1
RAYMOND JAMES FINANCIAL INC added126,809$3M0.1%2026-Q1
AIA Group Ltd trimmed121,772$3M0.1%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed116,503$3M0.1%2026-Q1
WEXFORD CAPITAL LP new114,412$3M0.1%2026-Q1
Raiffeisen Bank International AG added117,620$3M0.1%2026-Q1
Crossmark Global Holdings, Inc. trimmed111,036$3M0.1%2026-Q1
STIFEL FINANCIAL CORP added107,015$3M0.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added104,902$3M0.1%2026-Q1
American Trust Investment Advisors, LLC trimmed104,540$3M0.1%2026-Q1
XTX Topco Ltd trimmed101,265$3M0.1%2026-Q1
Brooklyn Investment Group added94,682$2M0.1%2026-Q1
Element Squared LLC new93,198$2M0.1%2026-Q1
Asset Management One Co., Ltd. trimmed87,252$2M0.1%2026-Q1
Advisors Asset Management, Inc. added86,181$2M0.1%2026-Q1
HighTower Advisors, LLC added81,632$2M0.0%2026-Q1
CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. trimmed77,927$2M0.0%2026-Q1
MACQUARIE GROUP LTD added2,146,781$45M1.1%2025-Q3 stale
Glenmede Investment Management, LP added1,318,446$28M0.7%2025-Q3 stale
CANADA PENSION PLAN INVESTMENT BOARD new627,200$11M0.3%2025-Q2 stale
MARSHALL WACE, LLP added471,645$10M0.2%2025-Q4 stale
CITADEL ADVISORS LLC added325,214$7M0.2%2025-Q4 stale
Campbell & CO Investment Adviser LLC added303,053$6M0.1%2025-Q4 stale
Holocene Advisors, LP new205,874$4M0.1%2025-Q4 stale
TSP Capital Management Group, LLC trimmed193,321$4M0.1%2025-Q3 stale
IFC Advisors LLC new230,898$3M0.1%2025-Q1 stale
VANGUARD GROUP INC trimmed141,722$3M0.1%2025-Q4 stale
MIRABELLA FINANCIAL SERVICES LLP added136,689$3M0.1%2025-Q3 stale
Y-Intercept (Hong Kong) Ltd added122,436$3M0.1%2025-Q4 stale
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed112,745$2M0.1%2025-Q3 stale
VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed162,145$2M0.1%2025-Q1 stale
GAM Holding AG added106,249$2M0.1%2025-Q4 stale
Jain Global LLC added98,999$2M0.0%2025-Q4 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