Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in AII held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Boston Partners | 1.5M | $28.8M | +3.6% | 7.795% | 0.03% |
| 2 | WASATCH ADVISORS LP | 1.3M | $23.7M | +5.7% | 6.432% | 0.16% |
| 3 | Mink Brook Asset Management LLC | 978K | $18.4M | +16.1% | 4.992% | 8.13% |
| 4 | BlackRock, Inc. | 888K | $16.7M | +18.4% | 4.533% | 0.00% |
| 5 | Pacific Ridge Capital Partners, LLC | 579K | $10.9M | +48.8% | 2.958% | 1.98% |
| 6 | Freestone Grove Partners LP | 491K | $9.3M | -12.2% | 2.508% | 0.06% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 459K | $8.6M | +0.8% | 2.341% | 0.00% |
| 8 | Russell Investments Group, Ltd. | 327K | $6.2M | -11.5% | 1.669% | 0.01% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 294K | $5.5M | +10.7% | 1.501% | 0.00% |
| 10 | TWO SIGMA INVESTMENTS, LP | 294K | $5.5M | -13.4% | 1.499% | 0.00% |
| 11 | AMERICAN CENTURY COMPANIES INC | 282K | $5.3M | +43.6% | 1.442% | 0.00% |
| 12 | STATE STREET CORP | 216K | $4.1M | +15.8% | 1.104% | 0.00% |
| 13 | CITADEL ADVISORS LLC | 216K | $4.1M | +8.9% | 1.103% | 0.00% |
| 14 | BANK OF AMERICA CORP /DE/ | 209K | $3.9M | -28.7% | 1.069% | 0.00% |
| 15 | ALGERT GLOBAL LLC | 155K | $2.9M | β | 0.793% | 0.03% |
| 16 | STATE OF WISCONSIN INVESTMENT BOARD | 130K | $2.4M | -9.8% | 0.664% | 0.00% |
| 17 | RENAISSANCE TECHNOLOGIES LLC | 120K | $2.3M | -12.5% | 0.611% | 0.00% |
| 18 | DONALD SMITH & CO., INC. | 116K | $2.2M | β | 0.594% | 0.04% |
| 19 | MARSHALL WACE, LLP | 108K | $2.0M | +50.9% | 0.550% | 0.00% |
| 20 | Interval Partners, LP | 105K | $2.0M | -9.8% | 0.538% | 0.05% |
| 21 | VANGUARD PORTFOLIO MANAGEMENT LLC | 103K | $1.9M | -4.8% | 0.526% | 0.00% |
| 22 | Alyeska Investment Group, L.P. | 98K | $1.9M | -4.7% | 0.502% | 0.00% |
| 23 | MORGAN STANLEY | 91K | $1.7M | -5.8% | 0.466% | 0.00% |
| 24 | NORTHERN TRUST CORP | 85K | $1.6M | +7.0% | 0.434% | 0.00% |
| 25 | Lighthouse Investment Partners, LLC | 74K | $1.4M | β | 0.378% | 0.04% |
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 AII β a direct measure of their conviction.
Filings activity in AII during Q2 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 100 | +0.0% | 54.99% | 1.68 pp | $199M | 5.0% |
| Q1 2026 | 100 | +7.5% | 56.67% | +2.14 pp | $210M | 2.7% |
| Q4 2025 | 93 | +24% | 54.53% | 38.96 pp | $216M | 47% |
| Q3 2025 | 75 | +32% | 93.49% | +52.12 pp | $409M | +196% |
| Q2 2025 | 57 | β | 41.37% | β | $138M | 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.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as a key fundamental indicator because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| Jun 5, 2026 | SOWELL JAMES E | Buy | 23K | $16.92 | $393K |
| May 26, 2026 | MATHIS STEVEN B | Buy | 3K | $16.82 | $50K |
Quick answers to the most common questions about buying AII stock.
Based on Q2 2026 13F filings, institutional ownership of American Integrity Insurance Group, Inc. stands at 55.0%, held across 100 reporting institutions.
Boston Partners is the largest reported institutional holder of AII, with approximately 1,527,196 shares worth $0.03B as of Q2 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of AII, including TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for AII is 52 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
13 institutions opened new positions in AII during Q2 2026, while 12 fully exited. 42 added to existing positions and 45 trimmed.
AII institutional ownership fell by 1.68 percentage points quarter-over-quarter, with a net change of +0 holders.
The top 10 institutions account for 67.0% of all reported 13F value in AII, and the top 25 account for 87.0%.
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.
American Integrity Insurance Group, Inc. (AII) Institutional Ownership