Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
494 institutional managers reported holding AM for the quarter ended Mar 31, 2026. Together they hold about 58% of shares outstanding; the top 10 hold 33%. 73 opened new positions; 60 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 37.12M | 7.77% | $845.9M | trimmed -5.3% | 2014 Q4 |
| Vanguard Group | 35.73M | 7.47% | $814.2M | trimmed -1.1% | 2019 Q1 |
| Invesco | 21.56M | 4.51% | $491.3M | trimmed -8% | 2017 Q1 |
| State Street | 11.59M | 2.43% | $264.2M | added +2.3% | 2019 Q1 |
| Tortoise Capital Advisors, L.l.c. | 11.16M | 2.33% | $254.3M | trimmed -2.1% | 2014 Q4 |
| Geode Capital | 9.90M | 2.07% | $225.6M | trimmed -5.5% | 2019 Q2 |
| BNY Mellon | 9.13M | 1.91% | $208.1M | added +11.2% | 2019 Q1 |
| Dimensional Fund Advisors | 9.02M | 1.89% | $205.5M | trimmed -2.4% | 2020 Q2 |
| Neuberger Berman Group LLC | 7.27M | 1.52% | $165.7M | trimmed -2.2% | 2016 Q2 |
| Morgan Stanley | 6.26M | 1.31% | $142.6M | added +3.7% | 2014 Q4 |
| Kayne Anderson Capital Advisors LP (focused) | 4.25M | 0.89% | $96.8M | trimmed -6.3% | 2023 Q2 |
| Charles Schwab Investment Management | 3.94M | 0.82% | $89.8M | added +2.5% | 2019 Q2 |
| Mirae Asset Global Etfs Holdings LTD. | 3.90M | 0.82% | $88.9M | trimmed -3.6% | 2018 Q3 |
| AllianceBernstein | 3.82M | 0.80% | $87.1M | added +676.5% | 2019 Q2 |
| Clearbridge Investments, LLC | 3.74M | 0.78% | $85.3M | added +2.9% | 2014 Q4 |
| Northern Trust | 3.73M | 0.78% | $85.0M | unchanged | 2017 Q2 |
| Boston Trust Walden CORP | 3.43M | 0.72% | $78.2M | trimmed -7.4% | 2025 Q1 |
| Blackstone | 2.81M | 0.59% | $64.1M | added +0.5% | 2020 Q2 |
| Qube Research & Technologies LTD | 2.63M | 0.55% | $59.8M | added +2.6% | 2023 Q1 |
| Prudential Financial INC | 2.61M | 0.55% | $59.4M | added +12678.6% | 2019 Q2 |
| Clark Capital Management Group, INC. | 2.55M | 0.53% | $58.2M | added +279.3% | 2025 Q2 |
| Westwood Holdings Group INC | 2.32M | 0.49% | $53.0M | trimmed -12.1% | 2022 Q4 |
| BNP Paribas Financial Markets | 2.27M | 0.47% | $51.7M | added +41.8% | 2019 Q2 |
| Orbis Allan Gray LTD | 2.26M | 0.47% | $51.6M | added +60.5% | 2025 Q4 |
| UBS | 2.22M | 0.47% | $50.7M | trimmed -43.6% | 2014 Q4 |
| Gotham Asset Management | 2.17M | 0.45% | $49.4M | added +1.7% | 2019 Q4 |
| Brookfield CORP /ON/ | 1.94M | 0.41% | $44.1M | trimmed -11.1% | 2025 Q3 |
| Brave Warrior Advisors, LLC (focused) | 1.84M | 0.39% | $41.9M | unchanged | 2019 Q1 |
| American Century Companies INC | 1.82M | 0.38% | $41.5M | trimmed -20% | 2019 Q4 |
| Eagle Global Advisors LLC | 1.79M | 0.38% | $40.8M | added +295.1% | 2020 Q4 |
| Goldman Sachs | 1.62M | 0.34% | $37.0M | trimmed -2.4% | 2014 Q4 |
| FMR (Fidelity) | 1.61M | 0.34% | $36.7M | added +481.3% | 2019 Q1 |
| Fiera Capital CORP | 1.57M | 0.33% | $35.9M | opened | 2026 Q1 |
| RR Advisors, LLC (focused) | 1.51M | 0.32% | $34.5M | trimmed -9.7% | 2020 Q2 |
| Barclays PLC | 1.43M | 0.30% | $32.5M | added +4.3% | 2014 Q4 |
| Franklin Resources | 1.42M | 0.30% | $32.5M | added +166.7% | 2021 Q3 |
| LOS Angeles Capital Management LLC | 1.35M | 0.28% | $30.8M | added +2341.4% | 2023 Q3 |
| Chickasaw Capital Management LLC | 1.35M | 0.28% | $30.7M | trimmed -4.4% | 2014 Q4 |
| Connor, Clark & Lunn Investment Management LTD. | 1.26M | 0.26% | $28.6M | added +936.1% | 2021 Q3 |
| Envestnet Asset Management INC | 1.25M | 0.26% | $28.5M | added +44.8% | 2016 Q4 |
| Bank OF America CORP /DE/ | 1.21M | 0.25% | $27.5M | added +69.6% | 2014 Q4 |
| Miller Howard Investments INC /NY | 1.14M | 0.24% | $26.0M | trimmed -42.4% | 2021 Q4 |
| Alps Advisors INC | 1.08M | 0.23% | $24.7M | trimmed -4.6% | 2016 Q1 |
| Jennison Associates LLC | 1.07M | 0.22% | $24.4M | added +4.3% | 2023 Q3 |
| First Trust Advisors LP | 1.02M | 0.21% | $23.1M | added +2.9% | 2019 Q4 |
| Covalis Capital LLP | 985.2k | 0.21% | $22.5M | opened | 2026 Q1 |
| Voloridge Investment Management | 982.2k | 0.21% | $22.4M | trimmed -31.5% | 2022 Q4 |
| Rhumbline Advisers | 930.6k | 0.20% | $21.2M | unchanged | 2019 Q1 |
| NEW York State Common Retirement Fund | 880.8k | 0.18% | $20.1M | added +68.5% | 2019 Q2 |
| Cetera Investment Advisers | 867.2k | 0.18% | $19.8M | added +9.9% | 2021 Q1 |
Largest 50 of 494 shown; the full ranked, searchable register is at boothcheck.com/holders/AM. 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.