| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 35.4M | $518.6M | -0.4% | 4.960% | 0.02% |
| 5 | BALYASNY ASSET MANAGEMENT L.P. | 34.6M | $507.7M | +209.7% | 4.856% | 0.63% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 25.1M | $367.8M | +2.5% | 3.522% | 0.02% |
| 7 | MILLENNIUM MANAGEMENT LLC | 21.4M | $313.8M | +102.9% | 3.002% | 0.11% |
| 8 | MORGAN STANLEY | 21.0M | $307.8M | -13.6% | 2.944% | 0.02% |
| 9 | Invesco Ltd. | 18.5M | $271.9M | +1.6% | 2.601% | 0.02% |
| 10 | GOLDMAN SACHS GROUP INC | 14.7M | $215.0M | +13.8% | 2.057% | 0.02% |
| 11 | CITADEL ADVISORS LLC | 14.0M | $205.7M | +394.0% | 1.967% | 0.01% |
| 12 | AQR Arbitrage LLC | 13.7M | $200.3M | +66.3% | 1.919% | 2.85% |
| 13 | HBK INVESTMENTS L P | 11.1M | $162.3M | — | 1.552% | 0.79% |
| 14 | Qube Research & Technologies Ltd | 10.9M | $160.3M | +131.5% | 1.533% | 0.15% |
| 15 | UBS Group AG | 10.0M | $146.7M | -34.9% | 1.403% | 0.02% |
| 16 | AQR CAPITAL MANAGEMENT LLC | 8.3M | $121.4M | +471.3% | 1.163% | 0.04% |
| 17 | NORTHERN TRUST CORP | 8.1M | $118.1M | -5.5% | 1.129% | 0.01% |
| 18 | DIMENSIONAL FUND ADVISORS LP | 7.9M | $115.6M | +6.5% | 1.106% | 0.02% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 7.7M | $113.5M | +1.0% | 1.086% | 0.02% |
| 20 | Kryger Capital LLC | 6.8M | $100.3M | +204.0% | 0.959% | 5.72% |
| 21 | Bank of New York Mellon Corp | 6.6M | $97.1M | -2.3% | 0.928% | 0.02% |
| 22 | AMERIPRISE FINANCIAL INC | 6.4M | $94.4M | -80.5% | 0.903% | 0.02% |
| 23 | BANK OF AMERICA CORP /DE/ | 5.5M | $80.6M | -25.2% | 0.771% | 0.01% |
| 24 | JPMORGAN CHASE & CO | 5.4M | $80.0M | +33.0% | 0.762% | 0.00% |
| 25 | GABELLI FUNDS LLC | 5.1M | $74.9M | +20.5% | 0.716% | 0.48% |
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 AES — a direct measure of their conviction.
| 88.13% |
| 3.89 pp |
| $7.69B |
| 7.2% |
| Q4 2024 | 683 | +0.7% | 92.02% | 5.91 pp | $8.29B | 37% |
| Q3 2024 | 678 | — | 97.93% | — | $13.25B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
68 institutions opened new positions in AES during Q2 2026, while 112 fully exited. 422 added to existing positions and 186 trimmed.
AES institutional ownership rose by 0.45 percentage points quarter-over-quarter, with a net change of -44 holders.
The top 10 institutions account for 48.8% of all reported 13F value in AES, and the top 25 account for 68.9%.
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.
The AES Corporation (AES) Institutional Ownership