Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in AEI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 508K | $935K | 0.0% | 1.306% | 0.00% |
| 2 | GEODE CAPITAL MANAGEMENT, LLC | 473K | $871K | +2.4% | 1.217% | 0.00% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 423K | $779K | — | 1.089% | 0.00% |
| 4 | VANGUARD FIDUCIARY TRUST CO | 193K | $356K | — | 0.497% | 0.00% |
| 5 | STATE STREET CORP | 171K | $314K | +3.4% | 0.439% | 0.00% |
| 6 | Empowered Funds, LLC | 121K | $223K | +9.2% | 0.312% | 0.00% |
| 7 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 121K | $223K | +9.2% | 0.312% | 0.00% |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 107K | $197K | -2.6% | 0.276% | 0.00% |
| 9 | NORTHERN TRUST CORP | 103K | $189K | 0.0% | 0.264% | 0.00% |
| 10 | TWO SIGMA INVESTMENTS, LP | 22K | $40K | -30.8% | 0.056% | 0.00% |
| 11 | Vanguard Global Advisers, LLC | 13K | $24K | — | 0.034% | 0.00% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 10K | $19K | -50.5% | 0.026% | 0.00% |
| 13 | Tower Research Capital LLC (TRC) | 3K | $5K | +208.7% | 0.007% | 0.00% |
| 14 | MORGAN STANLEY | 2K | $4K | 0.0% | 0.005% | 0.00% |
| 15 | SBI Securities Co., Ltd. | 1K | $2K | 0.0% | 0.003% | 0.00% |
| 16 | UBS Group AG | 39 | $72 | -97.7% | 0.000% | 0.00% |
| 17 | BNP PARIBAS ARBITRAGE, SA | 21 | $39 | -16.0% | 0.000% | 0.00% |
| 18 | DANSKE BANK A/S | 1 | $2 | 0.0% | 0.000% | 0.00% |
| 19 | CITIGROUP INC | 1 | $2 | — | 0.000% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in AEI — a direct measure of their conviction.
Filings activity in AEI during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 19 | +5.6% | 7.73% | 6.80 pp | $4M | 47% |
| Q4 2025 | 18 | 5.3% | 14.53% | +3.53 pp | $8M | +32% |
| Q3 2025 | 19 | +58% | 11.00% | +10.53 pp | $6M | +2257% |
| Q2 2025 | 12 | 7.7% | 0.47% | +0.14 pp | $0M | +40% |
| Q1 2025 | 13 | +0.0% | 0.33% | 0.02 pp | $0M | 4.9% |
| Q4 2024 | 13 | 13% | 0.35% | 4.50 pp | $0M | 93% |
| Q3 2024 | 15 | 12% | 4.85% | +4.18 pp | $3M | +620% |
| Q2 2024 | 17 | — | 0.67% | — | $0M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying AEI stock.
Based on Q1 2026 13F filings, institutional ownership of Alset Inc. stands at 7.7%, held across 19 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of AEI, with approximately 508,010 shares worth $0.00B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of AEI, including RENAISSANCE TECHNOLOGIES LLC, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for AEI is 47 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
4 institutions opened new positions in AEI during Q1 2026, while 3 fully exited. 1 added to existing positions and 14 trimmed.
AEI institutional ownership fell by 6.80 percentage points quarter-over-quarter, with a net change of +1 holders.
The top 10 institutions account for 98.7% of all reported 13F value in AEI, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Alset Inc. (AEI) Institutional Ownership