Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in AES held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 47.2M | $664.6M | -0.8% | 6.614% | 0.01% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 46.3M | $652.1M | β | 6.490% | 0.02% |
| 3 | STATE STREET CORP | 43.0M | $605.6M | -3.6% | 6.027% | 0.02% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 35.5M | $500.3M | β | 4.979% | 0.03% |
| 5 | AMERIPRISE FINANCIAL INC | 33.1M | $466.0M | -4.3% | 4.637% | 0.11% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 24.5M | $344.9M | -7.8% | 3.437% | 0.02% |
| 7 | MORGAN STANLEY | 24.3M | $342.3M | -16.3% | 3.406% | 0.02% |
| 8 | Invesco Ltd. | 18.3M | $257.3M | -0.1% | 2.561% | 0.04% |
| 9 | UBS Group AG | 15.4M | $216.7M | +244.9% | 2.157% | 0.03% |
| 10 | GOLDMAN SACHS GROUP INC | 12.9M | $181.7M | +17.0% | 1.808% | 0.02% |
| 11 | Orbis Allan Gray Ltd | 12.2M | $172.6M | -42.5% | 1.717% | 0.73% |
| 12 | BALYASNY ASSET MANAGEMENT LLC | 11.2M | $157.6M | +4749.1% | 1.568% | 0.54% |
| 13 | SONA ASSET MANAGEMENT (US) LLC | 11.1M | $155.8M | β | 1.551% | 5.38% |
| 14 | NORTHERN TRUST CORP | 8.5M | $120.1M | -3.4% | 1.195% | 0.02% |
| 15 | CNH PARTNERS LLC | 8.2M | $115.7M | β | 1.154% | 1.90% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 7.7M | $108.0M | +0.3% | 1.075% | 0.02% |
| 17 | DIMENSIONAL FUND ADVISORS LP | 7.4M | $104.4M | +5.5% | 1.039% | 0.02% |
| 18 | BANK OF AMERICA CORP /DE/ | 7.4M | $103.6M | -31.8% | 1.031% | 0.01% |
| 19 | Bank of New York Mellon Corp | 6.8M | $95.5M | -12.0% | 0.950% | 0.02% |
| 20 | Capital International Investors | 5.0M | $71.0M | -63.3% | 0.707% | 0.02% |
| 21 | Qube Research & Technologies Ltd | 4.7M | $66.6M | +400.7% | 0.662% | 0.08% |
| 22 | Verition Fund Management LLC | 4.6M | $65.0M | +2464.2% | 0.647% | 0.45% |
| 23 | Fort Baker Capital Management LP | 4.5M | $63.0M | β | 0.627% | 6.21% |
| 24 | CBRE CLARION SECURITIES LLC | 4.4M | $62.0M | -44.1% | 0.617% | 0.92% |
| 25 | CITIGROUP INC | 4.2M | $59.9M | +48.7% | 0.596% | 0.03% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in AES β a direct measure of their conviction.
Filings activity in AES during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new AES position in Q1 2026
Institutions that fully closed their AES position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 730 | +1.8% | 80.88% | 1.62 pp | $8.47B | 2.0% |
| Q4 2025 | 717 | +6.5% | 82.50% | +3.33 pp | $8.64B | +4.2% |
| Q3 2025 | 673 | 0.3% | 79.17% | +13.73 pp | $8.29B | +21% |
| Q2 2025 | 675 | +1.0% | 65.44% | 8.04 pp | $6.85B | 11% |
| Q1 2025 | 668 | 2.2% | 73.48% | 5.72 pp | $7.69B | 7.2% |
| Q4 2024 | 683 | +0.7% | 79.20% | 47.39 pp | $8.29B | 37% |
| Q3 2024 | 678 | +1.0% | 126.59% | +15.87 pp | $13.25B | +14% |
| Q2 2024 | 671 | β | 110.72% | β | $11.59B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying AES stock.
Based on Q1 2026 13F filings, institutional ownership of The AES Corporation stands at 80.9%, held across 730 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of AES, with approximately 47,166,516 shares worth $0.66B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of AES.
Our composite Smart Money Score for AES is 28 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
143 institutions opened new positions in AES during Q1 2026, while 130 fully exited. 193 added to existing positions and 386 trimmed.
AES institutional ownership fell by 1.62 percentage points quarter-over-quarter, with a net change of +13 holders.
The top 10 institutions account for 50.0% of all reported 13F value in AES, and the top 25 account for 67.9%.
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.