Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in AIZ held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | 4.8M | $1.05B | -4.4% | 9.675% | 0.19% |
| 2 | BlackRock, Inc. | 3.9M | $859.5M | -0.8% | 7.926% | 0.02% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 3.2M | $706.5M | — | 6.515% | 0.02% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.0M | $655.2M | — | 6.042% | 0.03% |
| 5 | STATE STREET CORP | 2.5M | $551.4M | -1.6% | 5.085% | 0.02% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 1.4M | $305.9M | +2.5% | 2.826% | 0.02% |
| 7 | Invesco Ltd. | 1.2M | $267.1M | +14.9% | 2.463% | 0.04% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 1.1M | $245.1M | +22.4% | 2.260% | 0.05% |
| 9 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 922K | $200.9M | -3.5% | 1.853% | 0.07% |
| 10 | VOYA INVESTMENT MANAGEMENT LLC | 834K | $181.2M | +46.9% | 1.675% | 0.19% |
| 11 | FMR LLC | 750K | $163.4M | -43.3% | 1.507% | 0.01% |
| 12 | FULLER & THALER ASSET MANAGEMENT, INC. | 698K | $151.9M | 0.0% | 1.401% | 0.51% |
| 13 | MORGAN STANLEY | 657K | $143.1M | +2.6% | 1.320% | 0.01% |
| 14 | NORDEA INVESTMENT MANAGEMENT AB | 662K | $142.0M | +13.1% | 1.329% | 0.13% |
| 15 | FIRST TRUST ADVISORS LP | 633K | $137.9M | +9.2% | 1.271% | 0.10% |
| 16 | LYRICAL ASSET MANAGEMENT LP | 612K | $133.3M | -8.2% | 1.229% | 2.03% |
| 17 | NORTHERN TRUST CORP | 513K | $111.7M | -17.8% | 1.030% | 0.01% |
| 18 | SCHRODER INVESTMENT MANAGEMENT GROUP | 500K | $108.8M | +12.6% | 1.004% | 0.09% |
| 19 | Qube Research & Technologies Ltd | 487K | $106.0M | +18.8% | 0.977% | 0.12% |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 467K | $101.6M | +2.9% | 0.937% | 0.02% |
| 21 | WELLINGTON MANAGEMENT GROUP LLP | 463K | $100.7M | +10.6% | 0.929% | 0.02% |
| 22 | FIL Ltd | 456K | $99.4M | -8.6% | 0.917% | 0.08% |
| 23 | FIRST MANHATTAN CO | 409K | $89.0M | -1.5% | 0.821% | 0.25% |
| 24 | BANK OF AMERICA CORP /DE/ | 361K | $78.7M | +1.3% | 0.726% | 0.01% |
| 25 | Woodline Partners LP | 357K | $77.7M | +254.2% | 0.716% | 0.29% |
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 AIZ — a direct measure of their conviction.
Filings activity in AIZ during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new AIZ position in Q1 2026
Institutions that fully closed their AIZ position in Q1 2026
8 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 | 569 | +2.9% | 68.98% | 8.96 pp | $8.96B | 11% |
| Q4 2025 | 553 | +4.7% | 77.94% | +9.54 pp | $10.13B | +14% |
| Q3 2025 | 528 | 2.4% | 68.40% | +5.28 pp | $8.89B | +8.4% |
| Q2 2025 | 541 | 2.3% | 63.12% | 5.84 pp | $8.20B | 8.5% |
| Q1 2025 | 554 | +0.0% | 68.96% | +0.71 pp | $8.96B | +1.0% |
| Q4 2024 | 554 | +8.4% | 68.25% | +3.12 pp | $8.87B | +4.8% |
| Q3 2024 | 511 | +1.0% | 65.13% | +10.46 pp | $8.46B | +19% |
| Q2 2024 | 506 | — | 54.67% | — | $7.10B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying AIZ stock.
Based on Q1 2026 13F filings, institutional ownership of Assurant, Inc. stands at 69.0%, held across 569 reporting institutions.
Bank of New York Mellon Corp is the largest reported institutional holder of AIZ, with approximately 4,816,951 shares worth $1.05B 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 AIZ.
Our composite Smart Money Score for AIZ is 28 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
91 institutions opened new positions in AIZ during Q1 2026, while 75 fully exited. 117 added to existing positions and 358 trimmed.
AIZ institutional ownership fell by 8.96 percentage points quarter-over-quarter, with a net change of +16 holders.
The top 10 institutions account for 56.0% of all reported 13F value in AIZ, and the top 25 account for 75.5%.
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.
Assurant, Inc. (AIZ) Institutional Ownership