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Institutional Ownership · SEC Form 13F

Who owns AVY (AVY)


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

788
Institutional holders
71,363,129
Shares held (tracked funds)
92.8%
Of shares outstanding

How the tape is positioned

103 tracked funds added or opened AVY while 214 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

AVY’s largest tracked holder by dollar value, VANGUARD GROUP INC, 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 AVY more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in AVY 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 788 tracked filers holding AVY, 336 increased or opened the position and 414 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 AVY 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 32

  • VANGUARD CAPITAL MANAGEMENT LLC$865M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$840M
  • VANGUARD FIDUCIARY TRUST CO$75M
  • Vanguard Global Advisers, LLC$29M
  • DEPRINCE RACE & ZOLLO INC$27M
  • VANGUARD ASSET MANAGEMENT, Ltd$27M

Full exits 44

  • VANGUARD GROUP INC$1.9B
  • Munich Reinsurance Co Stock Corp in Munich$54M
  • SHERMAN PORFOLIOS, LLC$42M
  • Capitolis Liquid Global Markets LLC$27M
  • Woodline Partners LP$17M
  • TUDOR INVESTMENT CORP ET AL$16M

Largest adds

  • T. Rowe Price Investment Management, Inc.$170M
  • KBC Group NV$39M
  • CITADEL ADVISORS LLC$35M
  • MILLENNIUM MANAGEMENT LLC$35M
  • Eurizon Capital SGR S.p.A.$31M
  • FMR LLC$30M

Largest trims

  • BlackRock, Inc.$389M
  • BALYASNY ASSET MANAGEMENT L.P.$120M
  • WELLINGTON MANAGEMENT GROUP LLP$111M
  • NEUBERGER BERMAN GROUP LLC$80M
  • MORGAN STANLEY$76M
  • DEUTSCHE BANK AG\$52M

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
WELLINGTON MANAGEMENT GROUP LLP trimmed5,304,672$916M6.9%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new5,009,707$865M6.5%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new4,864,202$840M6.3%2026-Q1
BlackRock, Inc. trimmed4,409,260$761M5.7%2026-Q1
STATE STREET CORP added3,755,026$648M4.9%2026-Q1
MORGAN STANLEY trimmed3,636,754$628M4.7%2026-Q1
T. Rowe Price Investment Management, Inc. added2,930,719$506M3.8%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added2,167,485$373M2.8%2026-Q1
AMERIPRISE FINANCIAL INC added1,899,602$328M2.5%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added1,465,331$253M1.9%2026-Q1
Invesco Ltd. added1,282,289$221M1.7%2026-Q1
FIDUCIARY MANAGEMENT INC /WI/ trimmed1,252,529$216M1.6%2026-Q1
NEUBERGER BERMAN GROUP LLC trimmed1,167,759$202M1.5%2026-Q1
NORTHERN TRUST CORP added1,069,370$185M1.4%2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added1,041,969$180M1.4%2026-Q1
NORGES BANK trimmed989,453$176M1.3%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added939,117$162M1.2%2026-Q1
DIMENSIONAL FUND ADVISORS LP added879,056$152M1.1%2026-Q1
Navera Investment Management Ltd. trimmed749,182$129M1.0%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added738,263$127M1.0%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed733,262$127M1.0%2026-Q1
Bank of New York Mellon Corp added731,234$126M0.9%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed724,797$125M0.9%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed563,997$97M0.7%2026-Q1
SILVERCREST ASSET MANAGEMENT GROUP LLC added548,588$95M0.7%2026-Q1
Amundi added541,037$93M0.7%2026-Q1
COOKE & BIELER LP trimmed538,265$93M0.7%2026-Q1
DEUTSCHE BANK AG\ trimmed493,943$85M0.6%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed451,833$77M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new434,664$75M0.6%2026-Q1
Legal & General Group Plc added399,450$69M0.5%2026-Q1
FMR LLC added393,154$68M0.5%2026-Q1
DekaBank Deutsche Girozentrale391,783$68M0.5%2026-Q1
JOHNSON INVESTMENT COUNSEL INC added368,045$64M0.5%2026-Q1
PRINCIPAL FINANCIAL GROUP INC trimmed363,250$63M0.5%2026-Q1
GOLDMAN SACHS GROUP INC added357,919$62M0.5%2026-Q1
JPMORGAN CHASE & CO added356,773$60M0.5%2026-Q1
UBS Group AG trimmed332,630$57M0.4%2026-Q1
Boston Trust Walden Corp trimmed323,775$56M0.4%2026-Q1
LAZARD ASSET MANAGEMENT LLC trimmed319,263$55M0.4%2026-Q1
Quantinno Capital Management LP added306,826$53M0.4%2026-Q1
Homestead Advisers Corp trimmed306,570$53M0.4%2026-Q1
FIRST TRUST ADVISORS LP added287,417$50M0.4%2026-Q1
VICTORY CAPITAL MANAGEMENT INC trimmed281,348$49M0.4%2026-Q1
DAVENPORT & Co LLC added280,994$48M0.4%2026-Q1
BAHL & GAYNOR INC trimmed271,004$47M0.4%2026-Q1
ANCHOR CAPITAL ADVISORS LLC trimmed270,056$47M0.4%2026-Q1
BARCLAYS PLC added268,183$46M0.3%2026-Q1
MILLENNIUM MANAGEMENT LLC added266,291$46M0.3%2026-Q1
BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed257,510$44M0.3%2026-Q1
FRANKLIN RESOURCES INC added255,145$44M0.3%2026-Q1
KBC Group NV added248,133$43M0.3%2026-Q1
SG Americas Securities, LLC added236,309$41M0.3%2026-Q1
Retirement Systems of Alabama trimmed228,951$40M0.3%2026-Q1
Swiss National Bank added226,800$39M0.3%2026-Q1
CITADEL ADVISORS LLC added222,496$38M0.3%2026-Q1
AEGON ASSET MANAGEMENT UK Plc213,450$37M0.3%2026-Q1
Nuveen, LLC added210,983$36M0.3%2026-Q1
TD Asset Management Inc trimmed210,424$36M0.3%2026-Q1
ROYAL BANK OF CANADA added205,981$36M0.3%2026-Q1
Eurizon Capital SGR S.p.A. added202,131$35M0.3%2026-Q1
Qube Research & Technologies Ltd trimmed192,581$33M0.2%2026-Q1
Sumitomo Mitsui Trust Group, Inc. added190,845$33M0.2%2026-Q1
WELLS FARGO & COMPANY/MN added184,905$32M0.2%2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd. added181,031$31M0.2%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed180,837$31M0.2%2026-Q1
Baird Financial Group, Inc. added180,408$31M0.2%2026-Q1
BCV Asset Management Inc. added179,155$31M0.2%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed178,658$31M0.2%2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLC added174,365$30M0.2%2026-Q1
Vanguard Global Advisers, LLC new168,786$29M0.2%2026-Q1
RHUMBLINE ADVISERS trimmed161,056$28M0.2%2026-Q1
DEPRINCE RACE & ZOLLO INC new155,172$27M0.2%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new153,515$27M0.2%2026-Q1
Arbejdsmarkedets Tillaegspension added152,704$26M0.2%2026-Q1
SEGALL BRYANT & HAMILL, LLC added147,774$26M0.2%2026-Q1
California Public Employees Retirement System trimmed138,177$24M0.2%2026-Q1
Fenimore Asset Management Inc trimmed137,810$24M0.2%2026-Q1
Aristotle Atlantic Partners, LLC trimmed133,295$23M0.2%2026-Q1
BANK OF MONTREAL /CAN/ trimmed133,088$23M0.2%2026-Q1
HSBC HOLDINGS PLC trimmed133,288$23M0.2%2026-Q1
SHUFRO ROSE & CO LLC added120,964$21M0.2%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed118,788$21M0.2%2026-Q1
Gotham Asset Management, LLC trimmed115,495$20M0.1%2026-Q1
BI Asset Management Fondsmaeglerselskab A/S trimmed131,098$20M0.1%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH trimmed104,380$18M0.1%2026-Q1
DELTA ASSET MANAGEMENT LLC/TN trimmed104,285$18M0.1%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed103,386$18M0.1%2026-Q1
CONGRESS ASSET MANAGEMENT CO added102,847$18M0.1%2026-Q1
KENNEDY CAPITAL MANAGEMENT LLC trimmed100,520$17M0.1%2026-Q1
VANGUARD GROUP INC added10,410,860$1.9B14.2%2025-Q4 stale
Munich Reinsurance Co Stock Corp in Munich trimmed295,036$54M0.4%2025-Q4 stale
SHERMAN PORFOLIOS, LLC new229,920$42M0.3%2025-Q4 stale
PUBLIC INVESTMENT FUND trimmed231,662$41M0.3%2025-Q2 stale
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH added222,697$39M0.3%2025-Q2 stale
Capital World Investors added222,349$39M0.3%2025-Q2 stale
Capitolis Liquid Global Markets LLC new147,000$27M0.2%2025-Q4 stale
WESTFIELD CAPITAL MANAGEMENT CO LP trimmed113,903$20M0.2%2025-Q2 stale
Woodline Partners LP trimmed92,869$17M0.1%2025-Q4 stale
TUDOR INVESTMENT CORP ET AL99,074$16M0.1%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