Among active 13F managers last quarter, 12 opened and 35 added, while 14 reduced; the largest holder to move was American Century Companies Inc (−2.0%). Over the last 180 days, 3 insiders sold and none bought, a net -$296K in open-market trades.
The legs disagree, or only one of them leans.
307 tracked 13F filers disclose a position in AEO as of the latest SEC 13F filings, a combined $2.8B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 26.7M | $458.6M | ▲+6.6% Added · +1.7M sh | Q2 2026 | |
| 2 | Vanguard Portfolio Management LLC | 11.8M | $202.2M | ▲+14% Added · +1.4M sh | Q2 2026 | |
| 3 | Dimensional Fund Advisors LP | 9.3M | $154.7M | ▲+5.8% Added · +509K sh | Q1 2026 | |
| 4 | State Street Corp | 6.9M | $118.0M | ▲+3.2% Added · +216K sh | Q2 2026 | |
| 5 | Vanguard Capital Management LLC | 6.8M | $117.7M | ▼−0.2% Reduced · −12K sh | Q2 2026 | |
| 6 | American Century Companies Inc | 6.8M | $113.0M | ▼−2.0% Reduced · −139K sh | Q1 2026 | |
| 7 | Arrowstreet Capital, Limited Partnership | 6.3M | $105.8M | ▲+163% Added · +3.9M sh | Q1 2026 | |
| 8 | Goldman Sachs Group Inc | 5.2M | $87.0M | ▼−13% Reduced · −790K sh | Q1 2026 | |
| 9 | D. E. Shaw & Co., Inc. | 4.5M | $75.4M | ▼−39% Reduced · −2.9M sh | Q1 2026 | |
| 10 | Geode Capital Management, LLC | 4.1M | $69.7M | ▲+4.5% Added · +175K sh | Q2 2026 | |
| 11 | Citadel Advisors LLC | 3.9M | $67.0M | ▲+609% Added · +3.3M sh | Q2 2026 | |
| 12 | Qube Research & Technologies Ltd | 3.8M | $63.6M | ▲+399% Added · +3.0M sh | Q1 2026 | |
| 13 | UBS Group AG | 3.7M | $61.1M | ▲+22% Added · +658K sh | Q1 2026 | |
| 14 | Jane Street Group, LLC | 2.9M | $49.1M | ▲+34% Added · +750K sh | Q1 2026 | |
| 15 | Allianz Asset Management GmbH | 2.6M | $43.2M | ▲328× Added · +2.6M sh | Q1 2026 | |
| 16 | Morgan Stanley | 2.4M | $40.5M | ▲+12% Added · +252K sh | Q1 2026 | |
| 17 | Fisher Asset Management, LLC | 2.2M | $37.1M | ▼−6.5% Reduced · −154K sh | Q1 2026 | |
| 18 | Woodline Partners LP | 2.0M | $33.7M | ▲+61% Added · +744K sh | Q2 2026 | |
| 19 | Charles Schwab Investment Management Inc | 1.9M | $32.3M | ▼−2.1% Reduced · −42K sh | Q1 2026 | |
| 20 | Nykredit A/S | 1.9M | $33.3M | ▲New +1.9M sh | Q2 2026 | |
| 21 | Nuveen, LLC | 1.9M | $31.9M | ▲+2.7% Added · +51K sh | Q1 2026 | |
| 22 | Northern Trust Corp | 1.7M | $29.2M | ▲+2.4% Added · +42K sh | Q1 2026 | |
| 23 | AQR Capital Management LLC | 1.7M | $27.5M | ▲+84% Added · +765K sh | Q1 2026 | |
| 24 | Bank of New York Mellon Corp | 1.6M | $26.5M | ▼−2.0% Reduced · −33K sh | Q1 2026 | |
| 25 | Squarepoint Ops LLC | 1.6M | $26.5M | ▲21× Added · +1.5M sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 12 funds opened a new position in AEO and 35 added to an existing one, while 14 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Amazon.com IncAMZN | 168 funds | $183.0B |
| Microsoft CorpMSFT | 166 funds | $233.4B |
| Nvidia CorpNVDA | 164 funds | $363.7B |
| Apple IncAAPL | 163 funds | $268.6B |
| Alphabet Inc-CL AGOOGL | 163 funds | $162.9B |
| Meta Platforms Inc-Class AMETA | 162 funds | $96.2B |
| Micron Technology IncMU | 162 funds | $50.8B |
| JPMorgan Chase & CoJPM | 161 funds | $58.1B |
| Advanced Micro DevicesAMD | 161 funds | $48.2B |
| Visa Inc-Class A SharesV | 159 funds | $53.1B |
| Lam Research CorpLRCX | 159 funds | $41.3B |
| Broadcom IncAVGO | 158 funds | $146.5B |
Ranked by how many of AEO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AEO.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 17, 2026 | Sable David M. | Director | Sell (S) | 6K | $100K |
| Jul 7, 2026 | McMillan Cary D | Director | Sell (S) | 3K | $49K |
| Jul 7, 2026 | Spiegel Noel Joseph | Director | Sell (S) | 3K | $49K |
| Apr 6, 2026 | McMillan Cary D | Director | Sell (S) | 3K | $50K |
| Apr 6, 2026 | Spiegel Noel Joseph | Director | Sell (S) | 3K | $50K |
| Jan 22, 2026 | Schottenstein Jay L | Exec Chairman & CEO, Director | Sell (S) | 21K | $557K |
| Jan 21, 2026 | Schottenstein Jay L | Exec Chairman & CEO, Director | Sell (S) | 527K | $13.6M |
| Jan 21, 2026 | Spiegel Noel Joseph | Director | Sell (S) | 2K | $49K |
| Jan 20, 2026 | Schottenstein Jay L | Exec Chairman & CEO, Director | Sell (S) | 500K | $12.6M |
| Jan 14, 2026 | McMillan Cary D | Director | Sell (S) 2 lots, same day | 2K | $50K |
| Dec 9, 2025 | Keefer James H JR | SVP, Controller & CAO | Sell (S) | 6K | $135K |
| Dec 8, 2025 | Baldwin Marisa | EVP - CHRO | Sell (S) | 61K | $1.4M |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 54 | 30 | – |
Insiders Form 4 open-market | 0 | 3 | -$296K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for AEO
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AEO/capital-change-brief"
Use Arkolith's capital_change_brief for AEO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AEO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.