1760 tracked 13F filers disclose a position in AEP as of the latest SEC 13F filings, a combined $52.1B 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $6.3B | 47.8M | ▲+3.3% Added · +1.5M sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $4.6B | 35.1M | →First observed position No prior filed position | Q1 2026 | |
| 3 | STATE STREET CORP | $4.2B | 30.8M | ▲+1.6% Added · +495K sh | Q2 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.0B | 15.6M | →First observed position No prior filed position | Q1 2026 | |
| 5 | MORGAN STANLEY | $1.9B | 14.5M | ▼−1.2% Reduced · −176K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $2.0B | 14.4M | ▲+1.3% Added · +182K sh | Q2 2026 | |
| 7 | BARCLAYS PLC | $1.4B | 10.4M | ▼−2.4% Reduced · −259K sh | Q1 2026 | |
| 8 | AMERIPRISE FINANCIAL INC | $1.2B | 9.1M | ▲+13% Added · +1.0M sh | Q1 2026 | |
| 9 | DODGE & COX | $1.1B | 8.7M | ▼−6.5% Reduced · −603K sh | Q1 2026 | |
| 10 | FMR LLC | $796.9M | 6.1M | ▲+24% Added · +1.2M sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $786.3M | 6.0M | ▼−6.9% Reduced · −442K sh | Q1 2026 | |
| 12 | Nuveen, LLC | $785.7M | 6.0M | ▲+3.8% Added · +217K sh | Q1 2026 | |
| 13 | ALLIANCEBERNSTEIN L.P. | $609.2M | 5.3M | ▼−3.5% Reduced · −190K sh | Q1 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $676.7M | 5.2M | ▼−13% Reduced · −746K sh | Q1 2026 | |
| 15 | GOLDMAN SACHS GROUP INC | $675.2M | 5.2M | ▲+27% Added · +1.1M sh | Q1 2026 | |
| 16 | Legal & General Group Plc | $626.0M | 4.8M | ▼−3.9% Reduced · −193K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $612.5M | 4.7M | ▼~0% Reduced · −2K sh | Q1 2026 | |
| 18 | Allspring Global Investments Holdings, LLC | $613.8M | 4.5M | ▲+1.2% Added · +52K sh | Q2 2026 | |
| 19 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $591.4M | 4.5M | ▼−0.3% Reduced · −15K sh | Q1 2026 | |
| 20 | MILLENNIUM MANAGEMENT LLC | $544.2M | 4.2M | ▲+200% Added · +2.8M sh | Q1 2026 | |
| 21 | WELLS FARGO & COMPANY/MN | $516.5M | 3.9M | ▼−5.4% Reduced · −223K sh | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | $472.5M | 3.6M | ▼−1.1% Reduced · −42K sh | Q1 2026 | |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $460.4M | 3.5M | ▲+3.1% Added · +107K sh | Q1 2026 | |
| 24 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $399.9M | 3.1M | ▲+5.3% Added · +155K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $399.1M | 3.0M | →First observed position No prior filed position | 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, 3 funds opened a new position in AEP and 21 added to an existing one, while 16 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 1117 funds | $361.2B |
| APPLE INCAAPL | 1111 funds | $405.1B |
| NVIDIA CORPNVDA | 1108 funds | $511.1B |
| AMAZON.COM INCAMZN | 1104 funds | $274.3B |
| ALPHABET INC-CL AGOOGL | 1095 funds | $241.0B |
| JPMORGAN CHASE & COJPM | 1080 funds | $99.1B |
| META PLATFORMS INC-CLASS AMETA | 1064 funds | $155.7B |
| ELI LILLY & COLLY | 1058 funds | $105.4B |
| ALPHABET INC-CL CGOOG | 1054 funds | $162.5B |
| BROADCOM INCAVGO | 1052 funds | $200.5B |
| JOHNSON & JOHNSONJNJ | 1045 funds | $71.0B |
| CHEVRON CORPCVX | 1044 funds | $45.4B |
Ranked by how many of AEP's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 27, 2026 | Ulrich Phillip R. | Executive Vice President | Sell (S) | 4K | $542K |
| Feb 24, 2026 | Ferneau Kelly J | Executive Vice President | Sell (S) | 1K | $178K |
| Dec 12, 2025 | FOWKE BENJAMIN G S III | Director | Sell (S) | 5K | $575K |
| Nov 14, 2025 | FOWKE BENJAMIN G S III | Director | Sell (S) | 5K | $608K |
| Oct 10, 2025 | FOWKE BENJAMIN G S III | Director | Sell (S) | 5K | $588K |
| Oct 2, 2025 | Ferneau Kelly J | Executive Vice President | Sell (S) | 1K | $113K |
| Sep 12, 2025 | FOWKE BENJAMIN G S III | Director | Sell (S) | 5K | $543K |
| Aug 15, 2025 | Ferneau Kelly J | Executive Vice President | Sell (S) | 3K | $384K |
| Aug 15, 2025 | FOWKE BENJAMIN G S III | Director | Sell (S) | 5K | $560K |
| Jun 17, 2025 | Feinberg David Matthew | Executive Vice President | Sell (S) | 8K | $820K |
| Jun 10, 2025 | Feinberg David Matthew | Executive Vice President | Sell (S) | 8K | $818K |
| Jun 3, 2025 | Feinberg David Matthew | Executive Vice President | Sell (S) | 8K | $829K |
Connected entities for AEP
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/AEP/capital-change-brief"
Use Arkolith's capital_change_brief for AEP. 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 AEP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.