| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 9.1M | $1.72B | -1.3% | 6.399% | 0.04% |
| 5 | NORGES BANK | 7.7M | $1.45B | — | 5.414% | 0.14% |
| 6 | JPMORGAN CHASE & CO | 4.6M | $881.9M | +2.5% | 3.222% | 0.05% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 4.3M | $803.5M | -0.2% | 3.008% | 0.04% |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.5M | $667.0M | +3.0% | 2.488% | 0.09% |
| 9 | PRINCIPAL FINANCIAL GROUP INC | 3.5M | $663.8M | -20.8% | 2.476% | 0.33% |
| 10 | NORTHERN TRUST CORP | 2.6M | $494.8M | -1.6% | 1.846% | 0.06% |
| 11 | DIMENSIONAL FUND ADVISORS LP | 2.1M | $402.4M | -0.2% | 1.501% | 0.07% |
| 12 | Legal & General Group Plc | 1.9M | $366.7M | -3.8% | 1.368% | 0.08% |
| 13 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 1.9M | $363.9M | +10.8% | 1.357% | 0.07% |
| 14 | BANK OF AMERICA CORP /DE/ | 1.9M | $358.3M | -13.9% | 1.337% | 0.02% |
| 15 | Invesco Ltd. | 1.8M | $346.8M | -4.2% | 1.294% | 0.03% |
| 16 | MORGAN STANLEY | 1.7M | $317.1M | +0.9% | 1.183% | 0.02% |
| 17 | AMERIPRISE FINANCIAL INC | 1.7M | $311.2M | +1.3% | 1.169% | 0.06% |
| 18 | GOLDMAN SACHS GROUP INC | 1.5M | $288.2M | -31.8% | 1.075% | 0.03% |
| 19 | VIKING GLOBAL INVESTORS LP | 1.3M | $252.8M | — | 0.943% | 0.72% |
| 20 | FMR LLC | 1.2M | $232.4M | +4.4% | 0.867% | 0.01% |
| 21 | Blackstone Inc. | 1.0M | $195.4M | +122.7% | 0.729% | 0.50% |
| 22 | Nuveen, LLC | 937K | $176.8M | +10.7% | 0.659% | 0.04% |
| 23 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 907K | $171.2M | +12.5% | 0.639% | 0.81% |
| 24 | WELLINGTON MANAGEMENT GROUP LLP | 884K | $166.8M | +46.4% | 0.622% | 0.03% |
| 25 | Bank of New York Mellon Corp | 819K | $154.5M | -1.6% | 0.576% | 0.03% |
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 AVB — a direct measure of their conviction.
| 88.64% |
| 5.13 pp |
| $24.64B |
| 7.8% |
| Q4 2024 | 735 | +2.8% | 93.77% | +5.99 pp | $26.73B | +2.6% |
| Q3 2024 | 715 | — | 87.78% | — | $26.04B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
AVB institutional ownership rose by 2.84 percentage points quarter-over-quarter, with a net change of +8 holders.
The top 10 institutions account for 58.9% of all reported 13F value in AVB, and the top 25 account for 76.1%.
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.