| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 30.8M | $304.9M | +0.6% | 4.554% | 0.01% |
| 5 | GREENHAVEN ASSOCIATES INC | 24.6M | $243.9M | +9.0% | 3.643% | 2.82% |
| 6 | STATE STREET CORP | 21.6M | $213.6M | +4.1% | 3.190% | 0.00% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 20.4M | $202.1M | +20.8% | 3.018% | 0.04% |
| 8 | Engine Capital Management, LP | 19.9M | $196.6M | +0.4% | 2.936% | 19.13% |
| 9 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 19.7M | $195.4M | -11.7% | 2.918% | 0.59% |
| 10 | New Mountain Capital, L.L.C. | 14.0M | $138.6M | 0.0% | 2.070% | 100.00% |
| 11 | Invesco Ltd. | 13.9M | $137.5M | +72.0% | 2.053% | 0.01% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 13.2M | $130.5M | +2.2% | 1.949% | 0.01% |
| 13 | MARSHALL WACE, LLP | 13.1M | $130.0M | +281.9% | 1.941% | 0.10% |
| 14 | AQR CAPITAL MANAGEMENT LLC | 11.6M | $115.1M | +138.9% | 1.719% | 0.04% |
| 15 | BANK OF AMERICA CORP /DE/ | 11.0M | $108.8M | +55.5% | 1.625% | 0.01% |
| 16 | EARNEST PARTNERS LLC | 10.7M | $106.4M | +78.4% | 1.589% | 0.38% |
| 17 | LONDON CO OF VIRGINIA | 10.5M | $103.8M | -3.4% | 1.550% | 0.59% |
| 18 | FULLER & THALER ASSET MANAGEMENT, INC. | 10.3M | $101.5M | -3.5% | 1.516% | 0.28% |
| 19 | D. E. Shaw & Co., Inc. | 9.6M | $94.8M | -27.0% | 1.415% | 0.05% |
| 20 | First Pacific Advisors, LP | 8.2M | $81.1M | +1.3% | 1.211% | 1.00% |
| 21 | SEI INVESTMENTS CO | 7.9M | $78.7M | +50.3% | 1.175% | 0.07% |
| 22 | FMR LLC | 7.8M | $77.7M | +3.1% | 1.160% | 0.00% |
| 23 | GENDELL JEFFREY L | 7.6M | $75.3M | +54.7% | 1.125% | 0.67% |
| 24 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 7.4M | $73.2M | — | 1.093% | 0.65% |
| 25 | Clarkston Capital Partners, LLC | 6.8M | $67.2M | -21.3% | 1.004% | 5.68% |
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 AVTR — a direct measure of their conviction.
| 100.97% |
| +0.84 pp |
| $10.51B |
| 16% |
| Q4 2024 | 473 | 3.3% | 100.13% | +0.63 pp | $12.56B | 15% |
| Q3 2024 | 489 | — | 99.50% | — | $14.70B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
AVTR institutional ownership rose by 2.21 percentage points quarter-over-quarter, with a net change of +31 holders.
The top 10 institutions account for 53.9% of all reported 13F value in AVTR, and the top 25 account for 75.6%.
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.