Among active 13F managers last quarter, 2 opened and 30 added, while 26 reduced; the largest holder to move was Harris Associates L P (+1.0%). Over the last 180 days, 5 insiders sold and none bought, a net -$21.1M in open-market trades.
The legs disagree, or only one of them leans.
612 tracked 13F filers disclose a position in AER as of the latest SEC 13F filings, a combined $17.7B 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. | 13.7M | $2.0B | ▲+6.3% Added · +810K sh | Q2 2026 | |
| 2 | Harris Associates L P | 5.9M | $809.6M | ▲+1.0% Added · +61K sh | Q1 2026 | |
| 3 | State Street Corp | 5.4M | $780.2M | ▲+5.0% Added · +258K sh | Q2 2026 | |
| 4 | Franklin Templeton Inc | 3.8M | $519.8M | ▲+11% Added · +373K sh | Q1 2026 | |
| 5 | Two Sigma Investments, LP | 3.5M | $485.0M | ▲+130% Added · +2.0M sh | Q1 2026 | |
| 6 | Price T Rowe Associates Inc | 3.2M | $463.9M | ▼−22% Reduced · −916K sh | Q2 2026 | |
| 7 | JPMorgan Chase & Co | 3.1M | $405.3M | ▲+12% Added · +332K sh | Q1 2026 | |
| 8 | Donald Smith & Co., Inc. | 2.9M | $424.6M | ▼−7.5% Reduced · −238K sh | Q2 2026 | |
| 9 | Ninety One UK Ltd | 2.8M | $385.5M | ▲+0.2% Added · +6K sh | Q1 2026 | |
| 10 | 59 North Capital Management, LP | 2.8M | $407.4M | ▼−11% Reduced · −329K sh | Q2 2026 | |
| 11 | Mawer Investment Management Ltd. | 2.7M | $367.6M | ▼−18% Reduced · −593K sh | Q1 2026 | |
| 12 | ARGA Investment Management, LP | 2.5M | $367.5M | ▲157× Added · +2.5M sh | Q2 2026 | |
| 13 | Allspring Global Investments Holdings, LLC | 2.5M | $355.6M | ▲+4.0% Added · +96K sh | Q2 2026 | |
| 14 | Norges Bank | 2.4M | $352.2M | ▲+19% Added · +387K sh | Q4 2025 | |
| 15 | London Co Of Virginia | 2.4M | $353.3M | ▼−4.8% Reduced · −121K sh | Q2 2026 | |
| 16 | Wgi DM, LLC | 2.4M | $347.6M | ▼−3.3% Reduced · −82K sh | Q2 2026 | |
| 17 | Amundi | 2.1M | $286.5M | ▼−9.3% Reduced · −215K sh | Q1 2026 | |
| 18 | Morgan Stanley | 1.8M | $252.5M | ▲+5.4% Added · +94K sh | Q1 2026 | |
| 19 | UBS AM, a distinct business unit of UBS Asset Management Americas LLC | 1.7M | $229.6M | ▼−15% Reduced · −293K sh | Q1 2026 | |
| 20 | Ameriprise Financial Inc | 1.7M | $227.9M | ▼−13% Reduced · −249K sh | Q1 2026 | |
| 21 | Geode Capital Management, LLC | 1.6M | $232.5M | ▲+2.8% Added · +44K sh | Q2 2026 | |
| 22 | High Ground Investment Management LLP | 1.6M | $232.2M | ▲+31% Added · +382K sh | Q2 2026 | |
| 23 | Bank Of America Corp | 1.5M | $211.9M | ▼−5.0% Reduced · −81K sh | Q1 2026 | |
| 24 | AustralianSuper Pty Ltd | 1.4M | $198.8M | ▲+4.2% Added · +59K sh | Q1 2026 | |
| 25 | L1 Capital International Pty Ltd | 1.3M | $189.7M | ▼−3.2% Reduced · −44K sh | Q2 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 2 funds opened a new position in AER and 30 added to an existing one, while 26 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 |
|---|---|---|
| Nvidia CorpNVDA | 356 funds | $441.8B |
| Amazon.com IncAMZN | 356 funds | $222.9B |
| Microsoft CorpMSFT | 354 funds | $282.0B |
| Meta Platforms Inc-Class AMETA | 342 funds | $117.5B |
| Alphabet Inc-CL AGOOGL | 341 funds | $199.1B |
| JPMorgan Chase & CoJPM | 341 funds | $70.0B |
| Apple IncAAPL | 338 funds | $314.2B |
| Eli Lilly & CoLLY | 335 funds | $86.8B |
| Broadcom IncAVGO | 329 funds | $176.4B |
| Alphabet Inc-CL CGOOG | 325 funds | $139.9B |
| Visa Inc-Class A SharesV | 324 funds | $67.0B |
| Micron Technology IncMU | 321 funds | $67.3B |
Ranked by how many of AER's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AER.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 6, 2026 | Forst Rita | Director | Sell (S) | 2K | $311K |
| Jun 15, 2026 | Stuart Cormac | Chief Accounting Officer | Sell (S) | 12K | $1.7M |
| May 12, 2026 | Juhas Peter | Chief Financial Officer | Sell (S) 4 lots, same day | 76K | $11.0M |
| May 7, 2026 | Drouillard Vincent | General Counsel | Sell (S) | 5K | $676K |
| May 6, 2026 | Kelly Aengus | Chief Executive Officer, Director | Sell (S) 8 lots, same day | 50K | $7.4M |
| Aug 24, 2017 | Walsh Michael George | Director | Buy (P) | 500 | $24K |
| Aug 9, 2017 | Lawrence James A | Director | Buy (P) | 47K | $2.3M |
| Aug 7, 2017 | Gradon Michael | Director | Sell (S) | 742 | $37K |
| Aug 7, 2017 | Lawrence James A | Director | Buy (P) | 53K | $2.7M |
| Aug 4, 2017 | Kelly Aengus | Chief Executive Officer, Director | Sell (S) | 100K | $5.0M |
| May 30, 2017 | den Dikken Wouter Marinus | Chief Operating Officer | Sell (S) | 50K | $2.2M |
| May 11, 2017 | Chapman James N | Director | Sell (S) | 4K | $178K |
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 | 55 | 42 | – |
Insiders Form 4 open-market | 0 | 5 | -$21.1M |
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 AER
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/AER/capital-change-brief"
Use Arkolith's capital_change_brief for AER. 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 AER. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.