Who owns AVTR (AVTR)
Which tracked institutional funds hold AVTR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AVTR 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
67 tracked funds added or opened AVTR while 175 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
AVTR’s largest tracked holder by dollar value, DODGE & COX, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AVTR 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 430 tracked filers holding AVTR, 258 increased or opened the position and 207 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 AVTR 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 34
- VANGUARD PORTFOLIO MANAGEMENT LLC$245M
- VANGUARD CAPITAL MANAGEMENT LLC$240M
- YACKTMAN ASSET MANAGEMENT LP$37M
- VANGUARD FIDUCIARY TRUST CO$33M
- MARSHALL WACE, LLP$27M
- Prescott General Partners LLC$20M
Full exits 34
- VANGUARD GROUP INC$732M
- Alberta Investment Management Corp$13M
- WESTWOOD HOLDINGS GROUP INC$11M
- Prosight Management, LP$10M
- Pacer Advisors, Inc.$10M
- Verition Fund Management LLC$7M
Largest adds
- FULLER & THALER ASSET MANAGEMENT, INC.$65M
- NORGES BANK$51M
- GENDELL JEFFREY L$32M
- D. E. Shaw & Co., Inc.$32M
- GOLDMAN SACHS GROUP INC$18M
- Engine Capital Management, LP$18M
Largest trims
- DODGE & COX$404M
- BlackRock, Inc.$253M
- BARROW HANLEY MEWHINNEY & STRAUSS LLC$206M
- MORGAN STANLEY$152M
- Invesco Ltd.$145M
- T. Rowe Price Investment Management, Inc.$127M
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 |
|---|---|---|---|---|
| DODGE & COX added | 119,648,329 | $938M | 14.4% | 2026-Q1 |
| BlackRock, Inc. trimmed | 54,850,481 | $430M | 6.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 31,275,847 | $245M | 3.8% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 30,606,112 | $240M | 3.7% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 23,950,807 | $188M | 2.9% | 2026-Q1 |
| GREENHAVEN ASSOCIATES INC added | 22,593,838 | $177M | 2.7% | 2026-Q1 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC trimmed | 22,358,399 | $175M | 2.7% | 2026-Q1 |
| STATE STREET CORP added | 20,721,079 | $162M | 2.5% | 2026-Q1 |
| Engine Capital Management, LP added | 19,780,830 | $155M | 2.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 16,894,649 | $132M | 2.0% | 2026-Q1 |
| NORGES BANK added | 7,696,814 | $125M | 1.9% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. trimmed | 14,786,678 | $116M | 1.8% | 2026-Q1 |
| New Mountain Capital, L.L.C. | 14,000,000 | $110M | 1.7% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 13,110,674 | $103M | 1.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 12,891,421 | $101M | 1.5% | 2026-Q1 |
| LONDON CO OF VIRGINIA trimmed | 10,852,257 | $85M | 1.3% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 10,632,112 | $83M | 1.3% | 2026-Q1 |
| Clarkston Capital Partners, LLC trimmed | 8,629,389 | $68M | 1.0% | 2026-Q1 |
| First Pacific Advisors, LP added | 8,089,023 | $63M | 1.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 7,067,563 | $55M | 0.8% | 2026-Q1 |
| FMR LLC trimmed | 6,909,418 | $54M | 0.8% | 2026-Q1 |
| Invesco Ltd. trimmed | 6,608,719 | $52M | 0.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 6,098,287 | $48M | 0.7% | 2026-Q1 |
| EARNEST PARTNERS LLC trimmed | 6,024,712 | $47M | 0.7% | 2026-Q1 |
| NORTHERN TRUST CORP added | 5,458,656 | $43M | 0.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 5,410,744 | $42M | 0.6% | 2026-Q1 |
| SEI INVESTMENTS CO added | 5,287,850 | $41M | 0.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 4,966,462 | $39M | 0.6% | 2026-Q1 |
| GENDELL JEFFREY L added | 4,917,270 | $39M | 0.6% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 4,856,724 | $38M | 0.6% | 2026-Q1 |
| YACKTMAN ASSET MANAGEMENT LP new | 4,745,000 | $37M | 0.6% | 2026-Q1 |
| Voss Capital, LP added | 4,447,083 | $35M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp added | 4,418,987 | $35M | 0.5% | 2026-Q1 |
| Brickwood Asset Management LLP added | 4,337,012 | $34M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 4,227,746 | $33M | 0.5% | 2026-Q1 |
| Robeco Schweiz AG trimmed | 4,189,536 | $33M | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 4,115,694 | $32M | 0.5% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 3,738,322 | $29M | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 3,714,275 | $29M | 0.4% | 2026-Q1 |
| UBS Group AG trimmed | 3,660,024 | $29M | 0.4% | 2026-Q1 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ trimmed | 3,520,212 | $28M | 0.4% | 2026-Q1 |
| MARSHALL WACE, LLP added | 3,437,833 | $27M | 0.4% | 2026-Q1 |
| Eversept Partners, LP trimmed | 2,974,287 | $23M | 0.4% | 2026-Q1 |
| Freestone Grove Partners LP added | 2,791,157 | $22M | 0.3% | 2026-Q1 |
| PRIVATE MANAGEMENT GROUP INC added | 2,732,995 | $21M | 0.3% | 2026-Q1 |
| Prescott General Partners LLC new | 2,600,000 | $20M | 0.3% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 2,541,675 | $20M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 2,435,280 | $19M | 0.3% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 2,344,437 | $18M | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 2,330,767 | $17M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 2,146,729 | $17M | 0.3% | 2026-Q1 |
| FRONTIER CAPITAL MANAGEMENT CO LLC added | 2,024,010 | $16M | 0.2% | 2026-Q1 |
| Loews Corp added | 2,000,000 | $16M | 0.2% | 2026-Q1 |
| DIAMOND HILL CAPITAL MANAGEMENT INC new | 1,767,029 | $14M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 1,658,438 | $13M | 0.2% | 2026-Q1 |
| NEW SOUTH CAPITAL MANAGEMENT INC trimmed | 1,563,307 | $12M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 1,522,563 | $12M | 0.2% | 2026-Q1 |
| ROYCE & ASSOCIATES LP added | 1,463,622 | $11M | 0.2% | 2026-Q1 |
| Nuveen, LLC trimmed | 1,431,353 | $11M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 1,349,400 | $11M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,383,348 | $10M | 0.2% | 2026-Q1 |
| Gotham Asset Management, LLC added | 1,328,179 | $10M | 0.2% | 2026-Q1 |
| LOOMIS SAYLES & CO L P added | 1,241,432 | $10M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 847,621 | $10M | 0.1% | 2026-Q1 |
| Olstein Capital Management, L.P. added | 1,210,000 | $9M | 0.1% | 2026-Q1 |
| Lightrock Netherlands B.V. added | 328,626 | $9M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 1,169,147 | $9M | 0.1% | 2026-Q1 |
| California Public Employees Retirement System added | 1,155,532 | $9M | 0.1% | 2026-Q1 |
| KETTLE HILL CAPITAL MANAGEMENT, LLC new | 1,128,537 | $9M | 0.1% | 2026-Q1 |
| Clearline Capital LP added | 1,123,806 | $9M | 0.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 1,101,504 | $9M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 63,856,341 | $732M | 11.2% | 2025-Q4 stale |
| CCLA Investment Management added | 5,849,536 | $95M | 1.5% | 2025-Q1 stale |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. added | 5,506,019 | $89M | 1.4% | 2025-Q1 stale |
| Holocene Advisors, LP added | 5,493,677 | $69M | 1.1% | 2025-Q3 stale |
| SOUND SHORE MANAGEMENT INC /CT/ trimmed | 4,172,352 | $68M | 1.0% | 2025-Q1 stale |
| 1832 Asset Management L.P. trimmed | 4,511,834 | $61M | 0.9% | 2025-Q2 stale |
| Artemis Investment Management LLP trimmed | 2,963,239 | $48M | 0.7% | 2025-Q1 stale |
| DAVENPORT & Co LLC trimmed | 2,800,366 | $45M | 0.7% | 2025-Q1 stale |
| BALYASNY ASSET MANAGEMENT L.P. added | 3,185,206 | $43M | 0.7% | 2025-Q2 stale |
| Point72 Asset Management, L.P. added | 2,495,068 | $31M | 0.5% | 2025-Q3 stale |
| Clearbridge Investments, LLC added | 2,197,897 | $30M | 0.5% | 2025-Q2 stale |
| KINNEY ASSET MANAGEMENT, LLC added | 1,845,000 | $23M | 0.4% | 2025-Q3 stale |
| BOONE CAPITAL MANAGEMENT LLC new | 1,694,482 | $23M | 0.3% | 2025-Q2 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 1,651,100 | $21M | 0.3% | 2025-Q3 stale |
| AMERICAN CENTURY COMPANIES INC trimmed | 1,524,991 | $19M | 0.3% | 2025-Q3 stale |
| Nearwater Capital Markets, Ltd new | 1,000,000 | $13M | 0.2% | 2025-Q2 stale |
| GREAT LAKES ADVISORS, LLC trimmed | 1,075,946 | $13M | 0.2% | 2025-Q3 stale |
| Arvin Capital Management LP added | 983,100 | $13M | 0.2% | 2025-Q2 stale |
| Impax Asset Management Group plc trimmed | 964,399 | $13M | 0.2% | 2025-Q2 stale |
| Alberta Investment Management Corp added | 1,111,144 | $13M | 0.2% | 2025-Q4 stale |
| Corebridge Financial, Inc. trimmed | 752,067 | $12M | 0.2% | 2025-Q1 stale |
| NORRIS PERNE & FRENCH LLP/MI trimmed | 897,435 | $11M | 0.2% | 2025-Q3 stale |
| WESTWOOD HOLDINGS GROUP INC trimmed | 949,003 | $11M | 0.2% | 2025-Q4 stale |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | 805,658 | $11M | 0.2% | 2025-Q2 stale |
| Prosight Management, LP added | 898,499 | $10M | 0.2% | 2025-Q4 stale |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 760,000 | $10M | 0.2% | 2025-Q2 stale |
| Medina Value Partners, LLC added | 781,188 | $10M | 0.1% | 2025-Q3 stale |
| Pacer Advisors, Inc. added | 638,434 | $9M | 0.1% | 2025-Q4 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 649,886 | $8M | 0.1% | 2025-Q3 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.