| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 23.5M | $3.21B | +50.5% | 4.318% | 0.14% |
| 5 | Invesco Ltd. | 19.5M | $2.67B | +72.0% | 3.589% | 0.21% |
| 6 | MORGAN STANLEY | 19.0M | $2.60B | +31.0% | 3.488% | 0.14% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 14.4M | $1.96B | +1.3% | 2.647% | 0.10% |
| 8 | WELLINGTON MANAGEMENT GROUP LLP | 13.9M | $1.90B | +5.4% | 2.550% | 0.33% |
| 9 | BANK OF AMERICA CORP /DE/ | 12.3M | $1.68B | +137.7% | 2.255% | 0.11% |
| 10 | GOLDMAN SACHS GROUP INC | 11.0M | $1.51B | +114.2% | 2.028% | 0.13% |
| 11 | GQG Partners LLC | 10.3M | $1.40B | -31.7% | 1.886% | 2.61% |
| 12 | AMERIPRISE FINANCIAL INC | 9.7M | $1.33B | +7.2% | 1.788% | 0.27% |
| 13 | FMR LLC | 9.3M | $1.27B | +53.0% | 1.710% | 0.06% |
| 14 | FRANKLIN RESOURCES INC | 9.1M | $1.25B | +541.1% | 1.681% | 0.27% |
| 15 | DODGE & COX | 8.7M | $1.19B | -0.8% | 1.594% | 0.62% |
| 16 | BARCLAYS PLC | 6.8M | $935.3M | -34.1% | 1.256% | 0.18% |
| 17 | ROYAL BANK OF CANADA | 6.0M | $819.7M | -0.1% | 1.101% | 0.12% |
| 18 | Nuveen, LLC | 5.7M | $783.9M | -4.4% | 1.053% | 0.19% |
| 19 | ALLIANCEBERNSTEIN L.P. | 5.4M | $707.6M | +2.2% | 0.992% | 0.23% |
| 20 | Legal & General Group Plc | 5.0M | $680.6M | +4.2% | 0.914% | 0.14% |
| 21 | MILLENNIUM MANAGEMENT LLC | 4.8M | $656.5M | +9.9% | 0.882% | 0.24% |
| 22 | NORTHERN TRUST CORP | 4.7M | $636.3M | -0.5% | 0.855% | 0.07% |
| 23 | Allspring Global Investments Holdings, LLC | 4.5M | $613.8M | +1.2% | 0.835% | 0.94% |
| 24 | CITIGROUP INC | 4.4M | $597.0M | +43.9% | 0.802% | 0.20% |
| 25 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4.2M | $572.6M | -7.0% | 0.768% | 0.18% |
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 AEP — a direct measure of their conviction.
| 83.45% |
| +6.26 pp |
| $45.51B |
| +27% |
| Q4 2024 | 1,468 | +1.1% | 77.19% | 0.24 pp | $35.95B | 11% |
| Q3 2024 | 1,452 | — | 77.43% | — | $40.38B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
141 institutions opened new positions in AEP during Q2 2026, while 98 fully exited. 1,460 added to existing positions and 318 trimmed.
AEP institutional ownership rose by 9.26 percentage points quarter-over-quarter, with a net change of +72 holders.
The top 10 institutions account for 46.8% of all reported 13F value in AEP, and the top 25 account for 66.7%.
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.
American Electric Power Company, Inc. (AEP) Institutional Ownership