Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
557 institutional managers reported holding AIZ for the quarter ended Mar 31, 2026. Together they hold about 94% of shares outstanding; the top 10 hold 54%. 78 opened new positions; 69 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Vanguard Group | 6.71M | 13.38% | $1.46B | added +0.8% | ≤2013 |
| BNY Mellon | 4.82M | 9.60% | $1.05B | trimmed -4.4% | ≤2013 |
| BlackRock | 3.95M | 7.86% | $859.1M | trimmed -0.7% | ≤2013 |
| T. Rowe Price Investment Management, INC. | 3.27M | 6.52% | $712.4M | added +38.6% | 2022 Q3 |
| State Street | 2.53M | 5.04% | $551.1M | trimmed -1.6% | ≤2013 |
| Geode Capital | 1.41M | 2.80% | $306.3M | added +2.5% | ≤2013 |
| Invesco | 1.23M | 2.44% | $267.0M | added +14.9% | ≤2013 |
| T. Rowe Price | 1.15M | 2.28% | $249.6M | added +7.8% | ≤2013 |
| Dimensional Fund Advisors | 1.13M | 2.24% | $245.0M | added +22.4% | ≤2013 |
| MFS Investment Management | 922.4k | 1.84% | $200.8M | trimmed -3.5% | 2017 Q4 |
| Voya Investment Management LLC | 834.1k | 1.66% | $181.6M | added +46.9% | ≤2013 |
| FMR (Fidelity) | 750.4k | 1.50% | $163.4M | trimmed -43.3% | ≤2013 |
| Fuller & Thaler Asset Management, INC. | 697.5k | 1.39% | $151.9M | unchanged | 2024 Q4 |
| Nordea Investment Management AB | 661.9k | 1.32% | $144.1M | added +13.1% | ≤2013 |
| Morgan Stanley | 657.0k | 1.31% | $143.0M | added +2.6% | ≤2013 |
| First Trust Advisors LP | 632.9k | 1.26% | $137.8M | added +9.2% | ≤2013 |
| Lyrical Asset Management LP (focused) | 612.1k | 1.22% | $133.3M | trimmed -8.2% | ≤2013 |
| Northern Trust | 512.8k | 1.02% | $111.7M | trimmed -17.8% | ≤2013 |
| Schroder Investment Management Group | 499.7k | 1.00% | $108.8M | added +12.6% | 2019 Q1 |
| Qube Research & Technologies LTD | 486.6k | 0.97% | $105.9M | added +18.8% | 2023 Q3 |
| Charles Schwab Investment Management | 466.5k | 0.93% | $101.6M | added +2.9% | ≤2013 |
| Wellington Management | 462.5k | 0.92% | $100.7M | added +10.6% | ≤2013 |
| FIL LTD | 456.4k | 0.91% | $99.4M | trimmed -8.6% | 2019 Q2 |
| First Manhattan CO. LLC. | 408.6k | 0.81% | $89.0M | trimmed -1.5% | ≤2013 |
| Gillson Capital LP | 393.0k | 0.78% | $85.6M | added +0.7% | 2023 Q4 |
| Bank OF America CORP /DE/ | 361.2k | 0.72% | $78.6M | added +1.3% | ≤2013 |
| Woodline Partners LP | 356.5k | 0.71% | $77.6M | added +254.1% | 2024 Q3 |
| Adage Capital Partners GP, L.l.c. | 344.6k | 0.69% | $75.0M | added +43.5% | 2024 Q1 |
| Jupiter Asset Management LTD | 328.6k | 0.66% | $71.5M | trimmed -5.9% | 2025 Q1 |
| Nomura Asset Management International INC. | 322.4k | 0.64% | $70.2M | trimmed -8% | 2024 Q4 |
| Deutsche Bank AG\ | 320.2k | 0.64% | $69.7M | trimmed -18.3% | ≤2013 |
| UBS | 308.2k | 0.61% | $67.1M | added +9.1% | ≤2013 |
| Millennium Management | 259.6k | 0.52% | $56.5M | trimmed -19.5% | ≤2013 |
| Gw&k Investment Management, LLC | 253.1k | 0.50% | $55.1M | trimmed -2.5% | 2023 Q2 |
| TD Asset Management INC | 251.9k | 0.50% | $54.8M | trimmed -20.1% | ≤2013 |
| Goldman Sachs | 217.4k | 0.43% | $47.3M | added +1.8% | ≤2013 |
| AQR Capital | 212.8k | 0.42% | $46.3M | added +106.5% | ≤2013 |
| American Century Companies INC | 191.0k | 0.38% | $41.6M | added +18.1% | 2020 Q3 |
| Clark Capital Management Group, INC. | 172.3k | 0.34% | $37.5M | trimmed -44.9% | 2023 Q4 |
| Arrowstreet Capital | 158.9k | 0.32% | $34.6M | added +67.1% | 2024 Q1 |
| Victory Capital Management INC | 153.8k | 0.31% | $33.5M | added +10.7% | 2015 Q3 |
| Amundi | 151.1k | 0.30% | $32.9M | added +96.2% | 2017 Q4 |
| PFA Pension, Forsikringsaktieselskab | 149.5k | 0.30% | $32.5M | unchanged | 2025 Q4 |
| Allianz Asset Management GmbH | 146.7k | 0.29% | $31.9M | added +177.4% | 2023 Q1 |
| Prudential Financial INC | 143.3k | 0.28% | $31.2M | trimmed -18.3% | ≤2013 |
| Jain Global LLC | 137.2k | 0.27% | $29.9M | opened | 2026 Q1 |
| CalPERS | 132.4k | 0.26% | $28.8M | trimmed -7% | ≤2013 |
| Nuveen | 126.9k | 0.25% | $27.6M | added +1.3% | 2019 Q2 |
| Robeco Institutional Asset Management B.v. | 124.2k | 0.25% | $27.0M | trimmed -33.2% | ≤2013 |
| BNP Paribas Financial Markets | 123.1k | 0.24% | $26.8M | trimmed -26.9% | ≤2013 |
Largest 50 of 557 shown; the full ranked, searchable register is at boothcheck.com/holders/AIZ. 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.