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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 5,304,672 | $916M | 6.9% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 5,009,707 | $865M | 6.5% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 4,864,202 | $840M | 6.3% | 2026-Q1 |
| BlackRock, Inc. trimmed | 4,409,260 | $761M | 5.7% | 2026-Q1 |
| STATE STREET CORP added | 3,755,026 | $648M | 4.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 3,636,754 | $628M | 4.7% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 2,930,719 | $506M | 3.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,167,485 | $373M | 2.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,899,602 | $328M | 2.5% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 1,465,331 | $253M | 1.9% | 2026-Q1 |
| Invesco Ltd. added | 1,282,289 | $221M | 1.7% | 2026-Q1 |
| FIDUCIARY MANAGEMENT INC /WI/ trimmed | 1,252,529 | $216M | 1.6% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 1,167,759 | $202M | 1.5% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,069,370 | $185M | 1.4% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 1,041,969 | $180M | 1.4% | 2026-Q1 |
| NORGES BANK trimmed | 989,453 | $176M | 1.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 939,117 | $162M | 1.2% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 879,056 | $152M | 1.1% | 2026-Q1 |
| Navera Investment Management Ltd. trimmed | 749,182 | $129M | 1.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 738,263 | $127M | 1.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 733,262 | $127M | 1.0% | 2026-Q1 |
| Bank of New York Mellon Corp added | 731,234 | $126M | 0.9% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 724,797 | $125M | 0.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 563,997 | $97M | 0.7% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC added | 548,588 | $95M | 0.7% | 2026-Q1 |
| Amundi added | 541,037 | $93M | 0.7% | 2026-Q1 |
| COOKE & BIELER LP trimmed | 538,265 | $93M | 0.7% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 493,943 | $85M | 0.6% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 451,833 | $77M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 434,664 | $75M | 0.6% | 2026-Q1 |
| Legal & General Group Plc added | 399,450 | $69M | 0.5% | 2026-Q1 |
| FMR LLC added | 393,154 | $68M | 0.5% | 2026-Q1 |
| DekaBank Deutsche Girozentrale | 391,783 | $68M | 0.5% | 2026-Q1 |
| JOHNSON INVESTMENT COUNSEL INC added | 368,045 | $64M | 0.5% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 363,250 | $63M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 357,919 | $62M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 356,773 | $60M | 0.5% | 2026-Q1 |
| UBS Group AG trimmed | 332,630 | $57M | 0.4% | 2026-Q1 |
| Boston Trust Walden Corp trimmed | 323,775 | $56M | 0.4% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 319,263 | $55M | 0.4% | 2026-Q1 |
| Quantinno Capital Management LP added | 306,826 | $53M | 0.4% | 2026-Q1 |
| Homestead Advisers Corp trimmed | 306,570 | $53M | 0.4% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 287,417 | $50M | 0.4% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 281,348 | $49M | 0.4% | 2026-Q1 |
| DAVENPORT & Co LLC added | 280,994 | $48M | 0.4% | 2026-Q1 |
| BAHL & GAYNOR INC trimmed | 271,004 | $47M | 0.4% | 2026-Q1 |
| ANCHOR CAPITAL ADVISORS LLC trimmed | 270,056 | $47M | 0.4% | 2026-Q1 |
| BARCLAYS PLC added | 268,183 | $46M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 266,291 | $46M | 0.3% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 257,510 | $44M | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 255,145 | $44M | 0.3% | 2026-Q1 |
| KBC Group NV added | 248,133 | $43M | 0.3% | 2026-Q1 |
| SG Americas Securities, LLC added | 236,309 | $41M | 0.3% | 2026-Q1 |
| Retirement Systems of Alabama trimmed | 228,951 | $40M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 226,800 | $39M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 222,496 | $38M | 0.3% | 2026-Q1 |
| AEGON ASSET MANAGEMENT UK Plc | 213,450 | $37M | 0.3% | 2026-Q1 |
| Nuveen, LLC added | 210,983 | $36M | 0.3% | 2026-Q1 |
| TD Asset Management Inc trimmed | 210,424 | $36M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 205,981 | $36M | 0.3% | 2026-Q1 |
| Eurizon Capital SGR S.p.A. added | 202,131 | $35M | 0.3% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 192,581 | $33M | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. added | 190,845 | $33M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 184,905 | $32M | 0.2% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 181,031 | $31M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 180,837 | $31M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. added | 180,408 | $31M | 0.2% | 2026-Q1 |
| BCV Asset Management Inc. added | 179,155 | $31M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 178,658 | $31M | 0.2% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 174,365 | $30M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 168,786 | $29M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 161,056 | $28M | 0.2% | 2026-Q1 |
| DEPRINCE RACE & ZOLLO INC new | 155,172 | $27M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 153,515 | $27M | 0.2% | 2026-Q1 |
| Arbejdsmarkedets Tillaegspension added | 152,704 | $26M | 0.2% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC added | 147,774 | $26M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 138,177 | $24M | 0.2% | 2026-Q1 |
| Fenimore Asset Management Inc trimmed | 137,810 | $24M | 0.2% | 2026-Q1 |
| Aristotle Atlantic Partners, LLC trimmed | 133,295 | $23M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 133,088 | $23M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 133,288 | $23M | 0.2% | 2026-Q1 |
| SHUFRO ROSE & CO LLC added | 120,964 | $21M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 118,788 | $21M | 0.2% | 2026-Q1 |
| Gotham Asset Management, LLC trimmed | 115,495 | $20M | 0.1% | 2026-Q1 |
| BI Asset Management Fondsmaeglerselskab A/S trimmed | 131,098 | $20M | 0.1% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 104,380 | $18M | 0.1% | 2026-Q1 |
| DELTA ASSET MANAGEMENT LLC/TN trimmed | 104,285 | $18M | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 103,386 | $18M | 0.1% | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO added | 102,847 | $18M | 0.1% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 100,520 | $17M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 10,410,860 | $1.9B | 14.2% | 2025-Q4 stale |
| Munich Reinsurance Co Stock Corp in Munich trimmed | 295,036 | $54M | 0.4% | 2025-Q4 stale |
| SHERMAN PORFOLIOS, LLC new | 229,920 | $42M | 0.3% | 2025-Q4 stale |
| PUBLIC INVESTMENT FUND trimmed | 231,662 | $41M | 0.3% | 2025-Q2 stale |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH added | 222,697 | $39M | 0.3% | 2025-Q2 stale |
| Capital World Investors added | 222,349 | $39M | 0.3% | 2025-Q2 stale |
| Capitolis Liquid Global Markets LLC new | 147,000 | $27M | 0.2% | 2025-Q4 stale |
| WESTFIELD CAPITAL MANAGEMENT CO LP trimmed | 113,903 | $20M | 0.2% | 2025-Q2 stale |
| Woodline Partners LP trimmed | 92,869 | $17M | 0.1% | 2025-Q4 stale |
| TUDOR INVESTMENT CORP ET AL | 99,074 | $16M | 0.1% | 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.
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.