Ranked by reported Q1 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 | $28.4M | +23.7% | 7.523% | 0.03% |
| 2 | WASATCH ADVISORS INC | 1.2M | $23.0M | +38.6% | 6.085% | 0.15% |
| 3 | Mink Brook Asset Management LLC | 842K | $16.2M | +29.9% | 4.300% | 9.06% |
| 4 | BlackRock, Inc. | 750K | $14.5M | +39.0% | 3.828% | 0.00% |
| 5 | Freestone Grove Partners LP | 559K | $10.8M | +1.6% | 2.854% | 0.08% |
| 6 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 478K | $9.2M | +0.2% | 2.439% | 0.01% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 455K | $8.8M | — | 2.322% | 0.00% |
| 8 | Pacific Ridge Capital Partners, LLC | 389K | $7.5M | +25.5% | 1.988% | 1.63% |
| 9 | Russell Investments Group, Ltd. | 369K | $7.1M | +19.9% | 1.885% | 0.01% |
| 10 | TWO SIGMA INVESTMENTS, LP | 339K | $6.5M | +56.4% | 1.731% | 0.01% |
| 11 | BANK OF AMERICA CORP /DE/ | 293K | $5.7M | +0.8% | 1.498% | 0.00% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 266K | $5.1M | +23.1% | 1.356% | 0.00% |
| 13 | CITADEL ADVISORS LLC | 198K | $3.8M | -39.9% | 1.013% | 0.00% |
| 14 | AMERICAN CENTURY COMPANIES INC | 197K | $3.8M | +102.0% | 1.004% | 0.00% |
| 15 | STATE STREET CORP | 187K | $3.6M | +19.7% | 0.953% | 0.00% |
| 16 | MILLENNIUM MANAGEMENT LLC | 181K | $3.5M | -38.5% | 0.925% | 0.00% |
| 17 | EMERALD MUTUAL FUND ADVISERS TRUST | 171K | $3.3M | 0.0% | 0.875% | 0.16% |
| 18 | STATE OF WISCONSIN INVESTMENT BOARD | 144K | $2.8M | -9.1% | 0.736% | 0.01% |
| 19 | RENAISSANCE TECHNOLOGIES LLC | 137K | $2.6M | -26.2% | 0.698% | 0.00% |
| 20 | Interval Partners, LP | 117K | $2.3M | -28.7% | 0.596% | 0.09% |
| 21 | LOS ANGELES CAPITAL MANAGEMENT LLC | 112K | $2.2M | +1159.7% | 0.570% | 0.01% |
| 22 | VANGUARD PORTFOLIO MANAGEMENT LLC | 108K | $2.1M | — | 0.552% | 0.00% |
| 23 | Alyeska Investment Group, L.P. | 103K | $2.0M | -68.5% | 0.527% | 0.01% |
| 24 | Walleye Capital LLC | 103K | $2.0M | -28.9% | 0.523% | 0.01% |
| 25 | JACOBS LEVY EQUITY MANAGEMENT, INC | 102K | $2.0M | +0.9% | 0.518% | 0.01% |
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 AII — a direct measure of their conviction.
Filings activity in AII during Q1 2026, grouped by how each filer changed its position.
4 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 98 | +5.4% | 62.57% | 2.16 pp | $209M | 3.3% |
| Q4 2025 | 93 | +24% | 64.73% | 57.86 pp | $216M | 47% |
| Q3 2025 | 75 | +32% | 122.59% | +81.11 pp | $409M | +196% |
| Q2 2025 | 57 | — | 41.48% | — | $138M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as the highest-conviction signal 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 Q1 2026 13F filings, institutional ownership of American Integrity Insurance Group, Inc. stands at 62.6%, held across 98 reporting institutions.
Boston Partners is the largest reported institutional holder of AII, with approximately 1,473,831 shares worth $0.03B as of Q1 2026.
Yes — 4 widely-followed marquee investors appear among the top 25 institutional holders of AII, including TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC, MILLENNIUM MANAGEMENT LLC, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for AII is 53 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
21 institutions opened new positions in AII during Q1 2026, while 16 fully exited. 34 added to existing positions and 42 trimmed.
AII institutional ownership fell by 2.16 percentage points quarter-over-quarter, with a net change of +5 holders.
The top 10 institutions account for 63.3% of all reported 13F value in AII, and the top 25 account for 85.7%.
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