Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in AGH held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 320K | $1.1M | β | 2.312% | 0.00% |
| 2 | GEODE CAPITAL MANAGEMENT, LLC | 105K | $355K | +1.1% | 0.755% | 0.00% |
| 3 | ExodusPoint Capital Management, LP | 83K | $282K | β | 0.601% | 0.00% |
| 4 | VANGUARD FIDUCIARY TRUST CO | 52K | $175K | β | 0.372% | 0.00% |
| 5 | STATE STREET CORP | 34K | $116K | 0.0% | 0.248% | 0.00% |
| 6 | UBS Group AG | 33K | $110K | β | 0.235% | 0.00% |
| 7 | Thrive Wealth Management, LLC | 30K | $102K | β | 0.217% | 0.02% |
| 8 | NORTHERN TRUST CORP | 24K | $81K | 0.0% | 0.173% | 0.00% |
| 9 | GM Advisory Group, Inc. | 23K | $79K | -23.1% | 0.169% | 0.00% |
| 10 | Herold Advisors, Inc. | 15K | $51K | β | 0.108% | 0.01% |
| 11 | BlackDiamond Wealth Management, LLC | 10K | $34K | β | 0.073% | 0.02% |
| 12 | JONES FINANCIAL COMPANIES LLLP | 7K | $23K | β | 0.048% | 0.00% |
| 13 | MORGAN STANLEY | 4K | $14K | +4778.1% | 0.029% | 0.00% |
| 14 | Parkside Financial Bank & Trust | 3K | $11K | β | 0.023% | 0.00% |
| 15 | BlackRock, Inc. | 3K | $10K | β | 0.021% | 0.00% |
| 16 | Medallion Wealth Advisors, LLC | 1K | $5K | β | 0.011% | 0.00% |
| 17 | McIlrath & Eck, LLC | 600 | $2K | β | 0.004% | 0.00% |
| 18 | ADVISOR GROUP HOLDINGS, INC. | 500 | $2K | β | 0.004% | 0.00% |
| 19 | Sunbelt Securities, Inc. | 200 | $678 | β | 0.001% | 0.00% |
| 20 | Legacy Wealth Managment, LLC/ID | 40 | $136 | β | 0.000% | 0.00% |
| 21 | Virtu Financial LLC | 21K | $72 | β | 0.154% | 0.00% |
| 22 | CITIGROUP INC | 8 | $27 | β | 0.000% | 0.00% |
| 23 | PIN OAK INVESTMENT ADVISORS INC | 422 | $1 | β | 0.003% | 0.00% |
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 AGH β a direct measure of their conviction.
Filings activity in AGH during Q1 2026, grouped by how each filer changed its position.
5 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 | 23 | +92% | 4.23% | +1.74 pp | $3M | +70% |
| Q4 2025 | 12 | +33% | 2.49% | 0.97 pp | $1M | 28% |
| Q3 2025 | 9 | +13% | 3.46% | +3.25 pp | $2M | +1584% |
| Q2 2025 | 8 | +0.0% | 0.21% | +0.09 pp | $0M | +75% |
| Q1 2025 | 8 | β | 0.12% | β | $0M | 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 AGH stock.
Based on Q1 2026 13F filings, institutional ownership of Aureus Greenway Holdings Inc. stands at 4.2%, held across 23 reporting institutions.
VANGUARD CAPITAL MANAGEMENT LLC is the largest reported institutional holder of AGH, with approximately 320,318 shares worth $0.00B 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 AGH.
Our composite Smart Money Score for AGH is 54 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
18 institutions opened new positions in AGH during Q1 2026, while 7 fully exited. 4 added to existing positions and 1 trimmed.
AGH institutional ownership rose by 1.74 percentage points quarter-over-quarter, with a net change of +11 holders.
The top 10 institutions account for 96.0% of all reported 13F value in AGH, 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.
Aureus Greenway Holdings Inc. (AGH) Institutional Ownership