| 0.04% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1.9M | $153.6M | -2.5% | 4.328% | 0.00% |
| 5 | STATE STREET CORP | 1.6M | $127.2M | +0.9% | 3.583% | 0.00% |
| 6 | FIRST TRUST ADVISORS LP | 1.5M | $121.7M | +11.9% | 3.428% | 0.07% |
| 7 | AMERICAN CENTURY COMPANIES INC | 1.4M | $112.5M | +6.6% | 3.168% | 0.05% |
| 8 | AQR CAPITAL MANAGEMENT LLC | 1.4M | $111.7M | +62.1% | 3.151% | 0.04% |
| 9 | REINHART PARTNERS, LLC. | 1.2M | $99.9M | -3.2% | 2.814% | 2.28% |
| 10 | River Road Asset Management, LLC | 1.2M | $93.0M | -38.6% | 2.620% | 1.03% |
| 11 | ROYCE & ASSOCIATES LP | 1.1M | $84.9M | +8.0% | 2.395% | 0.68% |
| 12 | FULLER & THALER ASSET MANAGEMENT, INC. | 821K | $65.8M | -3.4% | 1.853% | 0.18% |
| 13 | PRINCIPAL FINANCIAL GROUP INC | 755K | $60.5M | -3.3% | 1.705% | 0.03% |
| 14 | GENDELL JEFFREY L | 726K | $58.2M | +195.9% | 1.640% | 0.51% |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | 717K | $57.5M | -2.4% | 1.619% | 0.00% |
| 16 | MORGAN STANLEY | 594K | $47.6M | +4.3% | 1.342% | 0.00% |
| 17 | GOLDMAN SACHS GROUP INC | 574K | $46.0M | +0.5% | 1.296% | 0.00% |
| 18 | NORGES BANK | 538K | $43.1M | — | 1.215% | 0.00% |
| 19 | Boston Partners | 486K | $39.2M | -15.5% | 1.099% | 0.03% |
| 20 | NORTHERN TRUST CORP | 445K | $35.6M | -0.8% | 1.004% | 0.00% |
| 21 | BROWN ADVISORY INC | 416K | $33.3M | +2.6% | 0.939% | 0.05% |
| 22 | Quantinno Capital Management LP | 401K | $32.1M | -19.8% | 0.905% | 0.04% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 386K | $31.0M | +6.0% | 0.873% | 0.00% |
| 24 | Long Focus Capital Management, LLC | 380K | $30.5M | 0.0% | 0.858% | 0.78% |
| 25 | BANK OF AMERICA CORP /DE/ | 376K | $30.1M | +4.4% | 0.848% | 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 AGO — a direct measure of their conviction.
| 97.42% |
| +4.59 pp |
| $4.00B |
| 4.5% |
| Q4 2024 | 318 | +0.6% | 92.83% | +3.81 pp | $4.18B | +15% |
| Q3 2024 | 316 | — | 89.02% | — | $3.62B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
54 institutions opened new positions in AGO during Q2 2026, while 52 fully exited. 100 added to existing positions and 204 trimmed.
AGO institutional ownership rose by 2.61 percentage points quarter-over-quarter, with a net change of +4 holders.
The top 10 institutions account for 56.1% of all reported 13F value in AGO, and the top 25 account for 77.3%.
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.
Assured Guaranty Ltd. (AGO) Institutional Ownership