| 0.16% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 568K | $93.4M | +7.7% | 4.668% | 0.02% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 463K | $76.2M | +0.0% | 3.805% | 0.00% |
| 6 | STATE STREET CORP | 426K | $70.1M | +5.3% | 3.503% | 0.00% |
| 7 | FIRST TRUST ADVISORS LP | 386K | $63.5M | -17.8% | 3.170% | 0.04% |
| 8 | WASATCH ADVISORS LP | 301K | $49.5M | -18.9% | 2.474% | 0.32% |
| 9 | VICTORY CAPITAL MANAGEMENT INC | 286K | $47.0M | -23.2% | 2.348% | 0.03% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 284K | $46.7M | +6.9% | 2.334% | 0.00% |
| 11 | VANGUARD PORTFOLIO MANAGEMENT LLC | 277K | $45.6M | +5.0% | 2.278% | 0.00% |
| 12 | AMERICAN CENTURY COMPANIES INC | 264K | $43.5M | -13.3% | 2.172% | 0.02% |
| 13 | KENNEDY CAPITAL MANAGEMENT LLC | 227K | $37.3M | +12.9% | 1.865% | 0.66% |
| 14 | WESTWOOD HOLDINGS GROUP INC | 225K | $37.0M | +17.5% | 1.850% | 0.28% |
| 15 | Copeland Capital Management, LLC | 207K | $34.1M | +14.2% | 1.703% | 0.70% |
| 16 | MORGAN STANLEY | 195K | $32.0M | -1.2% | 1.601% | 0.00% |
| 17 | Jupiter Topco LLC | 174K | $28.6M | — | 1.430% | 0.01% |
| 18 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 155K | $25.5M | -18.6% | 1.274% | 0.04% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 151K | $24.9M | -0.6% | 1.242% | 0.00% |
| 20 | NORTHERN TRUST CORP | 150K | $24.7M | +5.6% | 1.233% | 0.00% |
| 21 | River Road Asset Management, LLC | 135K | $22.2M | +231.1% | 1.108% | 0.25% |
| 22 | Nuveen, LLC | 114K | $18.8M | +32.8% | 0.937% | 0.00% |
| 23 | GOLDMAN SACHS GROUP INC | 114K | $18.7M | +19.1% | 0.936% | 0.00% |
| 24 | BANK OF AMERICA CORP /DE/ | 106K | $17.4M | -3.9% | 0.871% | 0.00% |
| 25 | Tributary Capital Management, LLC | 104K | $17.1M | +13.2% | 0.856% | 1.41% |
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 ALG — a direct measure of their conviction.
| 97.25% |
| +3.85 pp |
| $2.01B |
| +1.8% |
| Q4 2024 | 259 | +2.8% | 93.40% | +2.11 pp | $1.98B | +7.8% |
| Q3 2024 | 252 | — | 91.29% | — | $1.84B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
49 institutions opened new positions in ALG during Q2 2026, while 38 fully exited. 107 added to existing positions and 104 trimmed.
ALG institutional ownership fell by 1.82 percentage points quarter-over-quarter, with a net change of +12 holders.
The top 10 institutions account for 55.9% of all reported 13F value in ALG, and the top 25 account for 78.4%.
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.
Alamo Group Inc. (ALG) Institutional Ownership