Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
1,880 institutional managers reported holding AEP for the quarter ended Mar 31, 2026. Together they hold about 81% of shares outstanding; the top 10 hold 40%. 212 opened new positions; 165 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Vanguard Group | 56.58M | 10.34% | $7.42B | added +7.6% | ≤2013 |
| BlackRock | 47.80M | 8.74% | $6.26B | added +3.3% | ≤2013 |
| State Street | 30.29M | 5.54% | $3.97B | unchanged | 2015 Q4 |
| GQG Partners | 15.03M | 2.75% | $1.97B | trimmed -11.1% | 2024 Q2 |
| Morgan Stanley | 14.49M | 2.65% | $1.90B | trimmed -1.2% | ≤2013 |
| Geode Capital | 14.22M | 2.60% | $1.86B | added +2.9% | ≤2013 |
| Wellington Management | 13.16M | 2.40% | $1.72B | trimmed -10.1% | ≤2013 |
| Barclays PLC | 10.37M | 1.90% | $1.36B | trimmed -2.4% | ≤2013 |
| Ameriprise Financial INC | 9.07M | 1.66% | $1.19B | added +12.6% | ≤2013 |
| Dodge & Cox | 8.74M | 1.60% | $1.15B | trimmed -6.5% | 2024 Q1 |
| Invesco | 7.70M | 1.41% | $1.01B | unchanged | ≤2013 |
| FMR (Fidelity) | 6.08M | 1.11% | $796.8M | added +23.9% | ≤2013 |
| Royal Bank OF Canada | 6.00M | 1.10% | $786.2M | trimmed -6.9% | ≤2013 |
| Nuveen | 5.99M | 1.10% | $785.6M | added +3.8% | ≤2013 |
| AllianceBernstein | 5.28M | 0.97% | $692.4M | trimmed -3.5% | ≤2013 |
| Bank OF America CORP /DE/ | 5.16M | 0.94% | $676.6M | trimmed -12.6% | ≤2013 |
| Goldman Sachs | 5.15M | 0.94% | $675.2M | added +27.5% | ≤2013 |
| UBS | 4.97M | 0.91% | $651.9M | trimmed -3.3% | ≤2013 |
| Legal & General Group PLC | 4.78M | 0.87% | $626.0M | trimmed -3.9% | ≤2013 |
| Northern Trust | 4.67M | 0.85% | $612.4M | unchanged | ≤2013 |
| MFS Investment Management | 4.49M | 0.82% | $588.9M | unchanged | ≤2013 |
| Allspring Global Investments Holdings, LLC | 4.49M | 0.82% | $588.9M | trimmed -2.7% | 2021 Q4 |
| Millennium Management | 4.15M | 0.76% | $544.1M | added +200.4% | ≤2013 |
| Wells Fargo & COMPANY/MN | 3.94M | 0.72% | $516.4M | trimmed -5.4% | ≤2013 |
| BNY Mellon | 3.61M | 0.66% | $472.5M | trimmed -1.1% | ≤2013 |
| Charles Schwab Investment Management | 3.52M | 0.64% | $460.8M | added +3.1% | ≤2013 |
| Mitsubishi UFJ Asset Management CO., LTD. | 3.37M | 0.61% | $441.2M | added +3.1% | ≤2013 |
| Envestnet Asset Management INC | 2.99M | 0.55% | $391.8M | trimmed -7.2% | ≤2013 |
| Citigroup INC | 2.96M | 0.54% | $387.8M | trimmed -4.7% | ≤2013 |
| Victory Capital Management INC | 2.94M | 0.54% | $385.6M | trimmed -53.4% | 2015 Q2 |
| Amundi | 2.54M | 0.46% | $333.0M | added +5.1% | ≤2013 |
| Deutsche Bank AG\ | 2.43M | 0.45% | $318.7M | added +54.1% | 2013 Q3 |
| Raymond James Financial INC | 2.41M | 0.44% | $316.4M | trimmed -16.4% | ≤2013 |
| Janus Henderson | 2.22M | 0.41% | $290.9M | added +8776.8% | ≤2013 |
| Bank OF Montreal /CAN/ | 1.99M | 0.36% | $260.8M | trimmed -3.2% | ≤2013 |
| HighTower Advisors, LLC | 1.98M | 0.36% | $259.8M | unchanged | ≤2013 |
| National Pension Service | 1.95M | 0.36% | $255.5M | unchanged | 2014 Q3 |
| TD Asset Management INC | 1.93M | 0.35% | $253.1M | added +312.1% | ≤2013 |
| Antipodes Partners LTD | 1.81M | 0.33% | $237.2M | trimmed -1% | 2022 Q4 |
| Dimensional Fund Advisors | 1.79M | 0.33% | $235.1M | added +1.7% | ≤2013 |
| Pictet Asset Management Holding SA | 1.69M | 0.31% | $221.3M | added +43.7% | ≤2013 |
| Bessemer Group INC | 1.66M | 0.30% | $217.8M | added +0.6% | ≤2013 |
| Swiss National Bank | 1.57M | 0.29% | $205.4M | added +7% | ≤2013 |
| AQR Capital | 1.57M | 0.29% | $205.2M | trimmed -26.1% | ≤2013 |
| Capital Research Global Investors | 1.49M | 0.27% | $195.4M | added +0.6% | ≤2013 |
| First Trust Advisors LP | 1.49M | 0.27% | $195.2M | trimmed -15.2% | ≤2013 |
| Franklin Resources | 1.43M | 0.26% | $187.0M | added +3.8% | ≤2013 |
| SEI Investments CO | 1.41M | 0.26% | $185.0M | added +39.9% | ≤2013 |
| Sumitomo Mitsui Trust Group, INC. | 1.37M | 0.25% | $179.1M | trimmed -4.1% | ≤2013 |
| Russell Investments Group, LTD. | 1.35M | 0.25% | $176.9M | added +5.8% | 2016 Q4 |
Largest 50 of 1,880 shown; the full ranked, searchable register is at boothcheck.com/holders/AEP. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.