Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in AMTD held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | RAFFA WEALTH MANAGEMENT, LLC | 24 | $1.2M | — | 0.074% | 0.00% |
| 2 | MORGAN STANLEY | 213K | $205K | 0.0% | 658.645% | 0.00% |
| 3 | RENAISSANCE TECHNOLOGIES LLC | 17K | $16K | -42.3% | 51.874% | 0.00% |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12K | $11K | -69.2% | 36.118% | 0.00% |
| 5 | GAMMA Investing LLC | 11K | $11K | -69.6% | 34.339% | 0.00% |
| 6 | OSAIC HOLDINGS, INC. | 4K | $4K | 0.0% | 11.588% | 0.00% |
| 7 | SBI Securities Co., Ltd. | 3K | $3K | -6.6% | 8.206% | 0.00% |
| 8 | UBS Group AG | 1K | $1K | -8.2% | 3.868% | 0.00% |
| 9 | RHUMBLINE ADVISERS | 398 | $384 | 0.0% | 1.232% | 0.00% |
| 10 | BNP PARIBAS FINANCIAL MARKETS | 300 | $289 | 0.0% | 0.928% | 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 AMTD — a direct measure of their conviction.
Filings activity in AMTD during Q2 2026, grouped by how each filer changed its position.
No institutions fully exited this quarter.
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 10 | +11% | 199.99% | +25.43 pp | $1M | +350% |
| Q1 2026 | 9 | 10% | 174.56% | +28.46 pp | $0M | +0.4% |
| Q4 2025 | 10 | +11% | 146.10% | 2.78 pp | $0M | 14% |
| Q3 2025 | 9 | 40% | 148.88% | 51.11 pp | $0M | 100% |
| Q2 2025 | 15 | +36% | 199.99% | +0.00 pp | $542M | +23041% |
| Q1 2025 | 11 | 8.3% | 199.99% | +0.00 pp | $2M | 100% |
| Q4 2024 | 12 | 14% | 199.99% | +0.00 pp | $1.06B | +28180% |
| Q3 2024 | 14 | — | 199.99% | — | $4M | — |
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 AMTD stock.
Based on Q2 2026 13F filings, institutional ownership of AMTD IDEA Group stands at 200.0%, held across 10 reporting institutions.
RAFFA WEALTH MANAGEMENT, LLC is the largest reported institutional holder of AMTD, with approximately 24 shares worth $0.00B as of Q2 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of AMTD, including RENAISSANCE TECHNOLOGIES LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for AMTD is 65 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
0 institutions opened new positions in AMTD during Q2 2026, while 0 fully exited. 0 added to existing positions and 9 trimmed.
AMTD institutional ownership rose by 25.43 percentage points quarter-over-quarter, with a net change of +1 holders.
The top 10 institutions account for 100.0% of all reported 13F value in AMTD, and the top 25 account for 100.0%.
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.
AMTD IDEA Group (AMTD) Institutional Ownership