Who owns ASHR (ASHR)
Which tracked institutional funds hold ASHR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ASHR 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
35 tracked funds added or opened ASHR while 55 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
ASHR’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 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes ASHR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ASHR 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 133 tracked filers holding ASHR, 64 increased or opened the position and 78 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 ASHR 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 19
- Varma Mutual Pension Insurance Co$55M
- ASSETMARK, INC$49M
- JANE STREET GROUP, LLC$39M
- Castle Hook Partners LP$9M
- Jain Global LLC$5M
- Galaxy Digital Inc.$5M
Full exits 24
- TT International Asset Management LTD$20M
- Provida Pension Fund Administrator$18M
- Squarepoint Ops LLC$13M
- Banco BTG Pactual S.A.$11M
- RENAISSANCE TECHNOLOGIES LLC$11M
- D. E. Shaw & Co., Inc.$11M
Largest adds
- BNP PARIBAS FINANCIAL MARKETS$36M
- MORGAN STANLEY$34M
- Harel Insurance Investments & Financial Services Ltd.$12M
- Federation des caisses Desjardins du Quebec$8M
- SUN LIFE FINANCIAL INC$6M
- CAPITAL FUND MANAGEMENT S.A.$4M
Largest trims
- GOLDMAN SACHS GROUP INC$47M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$38M
- CITIGROUP INC$25M
- BANK OF AMERICA CORP /DE/$22M
- SIH Partners, LLLP$21M
- JPMORGAN CHASE & CO$14M
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 added | 5,145,491 | $168M | 10.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 2,929,065 | $96M | 5.8% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 2,481,279 | $81M | 4.9% | 2026-Q1 |
| Varma Mutual Pension Insurance Co trimmed | 1,700,000 | $55M | 3.4% | 2026-Q1 |
| ICICI Prudential Asset Management Co Ltd | 1,596,210 | $52M | 3.2% | 2026-Q1 |
| ASSETMARK, INC added | 1,501,769 | $49M | 3.0% | 2026-Q1 |
| CI INVESTMENTS INC. trimmed | 1,360,912 | $44M | 2.7% | 2026-Q1 |
| Rafferty Asset Management, LLC added | 1,224,728 | $40M | 2.4% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 1,209,733 | $39M | 2.4% | 2026-Q1 |
| UBS Group AG trimmed | 1,033,499 | $34M | 2.0% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 919,077 | $30M | 1.8% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec added | 768,215 | $25M | 1.5% | 2026-Q1 |
| Harel Insurance Investments & Financial Services Ltd. added | 735,613 | $24M | 1.5% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 704,956 | $23M | 1.4% | 2026-Q1 |
| Delphi Financial Group, Inc. | 590,280 | $19M | 1.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 534,888 | $17M | 1.0% | 2026-Q1 |
| Fosun International Ltd | 520,270 | $17M | 1.0% | 2026-Q1 |
| SUN LIFE FINANCIAL INC added | 514,607 | $17M | 1.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 353,945 | $12M | 0.7% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 348,525 | $11M | 0.7% | 2026-Q1 |
| Analyst IMS Investment Management Services Ltd. | 345,757 | $11M | 0.7% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 321,500 | $10M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 297,207 | $10M | 0.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | 296,855 | $10M | 0.6% | 2026-Q1 |
| Castle Hook Partners LP trimmed | 283,242 | $9M | 0.6% | 2026-Q1 |
| BARCLAYS PLC trimmed | 278,119 | $9M | 0.6% | 2026-Q1 |
| STRS OHIO trimmed | 250,130 | $8M | 0.5% | 2026-Q1 |
| Rovida Investment Management Ltd | 250,000 | $8M | 0.5% | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. added | 246,036 | $8M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 222,971 | $7M | 0.4% | 2026-Q1 |
| SIH Partners, LLLP trimmed | 184,810 | $6M | 0.4% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 181,786 | $6M | 0.4% | 2026-Q1 |
| Jain Global LLC new | 164,066 | $5M | 0.3% | 2026-Q1 |
| Galaxy Digital Inc. new | 157,750 | $5M | 0.3% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 136,800 | $4M | 0.3% | 2026-Q1 |
| CITIGROUP INC trimmed | 116,518 | $4M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD added | 115,690 | $4M | 0.2% | 2026-Q1 |
| Corecam AG | 114,900 | $4M | 0.2% | 2026-Q1 |
| New York Life Investment Management LLC trimmed | 89,021 | $3M | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 88,026 | $3M | 0.2% | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 85,779 | $3M | 0.2% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 81,803 | $3M | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP added | 78,534 | $3M | 0.2% | 2026-Q1 |
| FIL Ltd added | 77,025 | $3M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 74,361 | $2M | 0.1% | 2026-Q1 |
| Vontobel Holding Ltd. added | 74,038 | $2M | 0.1% | 2026-Q1 |
| Banque Cantonale Vaudoise trimmed | 70,514 | $2M | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 67,693 | $2M | 0.1% | 2026-Q1 |
| Pekin Hardy Strauss, Inc. new | 63,035 | $2M | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 58,448 | $2M | 0.1% | 2026-Q1 |
| ACIMA PRIVATE WEALTH, LLC trimmed | 54,522 | $2M | 0.1% | 2026-Q1 |
| Summit Place Financial Advisors, LLC trimmed | 50,834 | $2M | 0.1% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 45,988 | $2M | 0.1% | 2026-Q1 |
| BlueCrest Capital Management Ltd trimmed | 5,829,592 | $155M | 9.4% | 2025-Q1 stale |
| Alaska Permanent Fund Corp added | 3,129,569 | $81M | 4.9% | 2025-Q1 stale |
| SOROS FUND MANAGEMENT LLC added | 1,700,000 | $45M | 2.7% | 2025-Q1 stale |
| Carrhae Capital LLP added | 1,053,785 | $28M | 1.7% | 2025-Q1 stale |
| STATE OF WISCONSIN INVESTMENT BOARD | 760,000 | $25M | 1.5% | 2025-Q3 stale |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 715,000 | $23M | 1.4% | 2025-Q3 stale |
| Catalyst Funds Management Pty Ltd new | 627,485 | $21M | 1.3% | 2025-Q3 stale |
| TT International Asset Management LTD new | 621,592 | $20M | 1.2% | 2025-Q4 stale |
| Provida Pension Fund Administrator trimmed | 558,760 | $18M | 1.1% | 2025-Q4 stale |
| Nan Shan Life Insurance Co., Ltd. added | 451,306 | $15M | 0.9% | 2025-Q3 stale |
| Squarepoint Ops LLC trimmed | 389,893 | $13M | 0.8% | 2025-Q4 stale |
| Banco BTG Pactual S.A. added | 350,000 | $11M | 0.7% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 329,800 | $11M | 0.7% | 2025-Q4 stale |
| D. E. Shaw & Co., Inc. trimmed | 324,507 | $11M | 0.6% | 2025-Q4 stale |
| BBR PARTNERS, LLC added | 299,180 | $10M | 0.6% | 2025-Q4 stale |
| DRW Securities, LLC added | 294,282 | $10M | 0.6% | 2025-Q4 stale |
| Trium Capital LLP trimmed | 264,556 | $9M | 0.5% | 2025-Q4 stale |
| Bank of New York Mellon Corp added | 224,802 | $7M | 0.4% | 2025-Q3 stale |
| Police & Firemen's Retirement System of New Jersey added | 224,800 | $7M | 0.4% | 2025-Q3 stale |
| SIMPLEX TRADING, LLC added | 220,929 | $7M | 0.4% | 2025-Q4 stale |
| Rovida Advisors Inc. new | 250,000 | $7M | 0.4% | 2025-Q2 stale |
| Rokos Capital Management LLP | 174,863 | $6M | 0.3% | 2025-Q3 stale |
| PRUDENTIAL PLC trimmed | 165,400 | $5M | 0.3% | 2025-Q3 stale |
| ALTFEST L J & CO INC trimmed | 162,254 | $5M | 0.3% | 2025-Q4 stale |
| WEXFORD CAPITAL LP added | 200,000 | $5M | 0.3% | 2025-Q1 stale |
| Oasis Management Co Ltd. | 200,000 | $5M | 0.3% | 2025-Q1 stale |
| Galaxy Group Investments LLC trimmed | 157,750 | $5M | 0.3% | 2025-Q4 stale |
| SONA ASSET MANAGEMENT (US) LLC new | 157,000 | $5M | 0.3% | 2025-Q3 stale |
| HSBC HOLDINGS PLC trimmed | 147,500 | $5M | 0.3% | 2025-Q3 stale |
| ExodusPoint Capital Management, LP | 143,884 | $5M | 0.3% | 2025-Q3 stale |
| Maven Securities LTD added | 143,305 | $5M | 0.3% | 2025-Q3 stale |
| Tairen Capital Ltd trimmed | 170,000 | $5M | 0.3% | 2025-Q2 stale |
| Trans-Canada Capital Inc. | 155,750 | $4M | 0.3% | 2025-Q1 stale |
| Monaco Asset Management SAM trimmed | 125,000 | $4M | 0.3% | 2025-Q3 stale |
| TORONTO DOMINION BANK added | 112,001 | $4M | 0.2% | 2025-Q3 stale |
| Ion Asset Management Ltd. trimmed | 106,800 | $3M | 0.2% | 2025-Q1 stale |
| Alberta Investment Management Corp | 99,700 | $3M | 0.2% | 2025-Q2 stale |
| Y-Intercept (Hong Kong) Ltd added | 82,576 | $3M | 0.2% | 2025-Q4 stale |
| Quadrature Capital Ltd trimmed | 81,202 | $3M | 0.2% | 2025-Q4 stale |
| GROUP ONE TRADING LLC trimmed | 80,959 | $3M | 0.2% | 2025-Q4 stale |
| Advanced Portfolio Management, LLC trimmed | 85,000 | $2M | 0.1% | 2025-Q1 stale |
| BLKBRD Asset Management, LP new | 77,796 | $2M | 0.1% | 2025-Q1 stale |
| BANK OF NOVA SCOTIA added | 69,296 | $2M | 0.1% | 2025-Q2 stale |
| ANTIPODES PARTNERS Ltd added | 56,694 | $2M | 0.1% | 2025-Q4 stale |
| Freemont Capital Pte Ltd new | 55,000 | $2M | 0.1% | 2025-Q3 stale |
| Capula Management Ltd added | 46,096 | $2M | 0.1% | 2025-Q3 stale |
| Portman Square Capital LLP new | 55,200 | $1M | 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.