545 tracked 13F filers disclose a position in AER as of the latest SEC 13F filings, a combined $18.1B 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. | $1.8B | 12.9M | ▲+3.0% Added · +371K sh | Q1 2026 | |
| 2 | EAGLE CAPITAL MANAGEMENT LLC | $1.0B | 7.3M | ▼−28% Reduced · −2.9M sh | Q1 2026 | |
| 3 | HARRIS ASSOCIATES L P | $809.6M | 5.9M | ▲+1.0% Added · +61K sh | Q1 2026 | |
| 4 | STATE STREET CORP | $698.8M | 5.1M | ▼−0.4% Reduced · −19K sh | Q1 2026 | |
| 5 | PRICE T ROWE ASSOCIATES INC /MD/ | $562.2M | 4.1M | ▼−2.0% Reduced · −84K sh | Q1 2026 | |
| 6 | FRANKLIN RESOURCES INC | $519.8M | 3.8M | ▲+11% Added · +373K sh | Q1 2026 | |
| 7 | TWO SIGMA INVESTMENTS, LP | $485.0M | 3.5M | ▲+130% Added · +2.0M sh | Q1 2026 | |
| 8 | DONALD SMITH & CO., INC. | $432.2M | 3.2M | ▲+2.2% Added · +68K sh | Q1 2026 | |
| 9 | 59 North Capital Management, LP | $428.5M | 3.1M | ▼−5.7% Reduced · −187K sh | Q1 2026 | |
| 10 | JPMORGAN CHASE & CO | $405.3M | 3.1M | ▲+12% Added · +332K sh | Q1 2026 | |
| 11 | Ninety One UK Ltd | $385.5M | 2.8M | ▲+0.2% Added · +6K sh | Q1 2026 | |
| 12 | Mawer Investment Management Ltd. | $367.6M | 2.7M | ▼−18% Reduced · −593K sh | Q1 2026 | |
| 13 | LONDON CO OF VIRGINIA | $349.0M | 2.5M | ▼−7.9% Reduced · −217K sh | Q1 2026 | |
| 14 | ARGA Investment Management, LP | $367.5M | 2.5M | ▲157× Added · +2.5M sh | Q2 2026 | |
| 15 | NORGES BANK | $352.2M | 2.4M | ▲+19% Added · +387K sh | Q4 2025 | |
| 16 | Allspring Global Investments Holdings, LLC | $337.3M | 2.4M | ▼−12% Reduced · −343K sh | Q1 2026 | |
| 17 | Amundi | $286.5M | 2.1M | ▼−9.3% Reduced · −215K sh | Q1 2026 | |
| 18 | MORGAN STANLEY | $252.5M | 1.8M | ▲+5.4% Added · +94K sh | Q1 2026 | |
| 19 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $229.6M | 1.7M | ▼−15% Reduced · −293K sh | Q1 2026 | |
| 20 | AMERIPRISE FINANCIAL INC | $227.9M | 1.7M | ▼−13% Reduced · −249K sh | Q1 2026 | |
| 21 | High Ground Investment Management LLP | $232.2M | 1.6M | ▲+31% Added · +382K sh | Q2 2026 | |
| 22 | GEODE CAPITAL MANAGEMENT, LLC | $212.8M | 1.6M | ▼−3.2% Reduced · −52K sh | Q1 2026 | |
| 23 | BANK OF AMERICA CORP /DE/ | $211.9M | 1.5M | ▼−5.0% Reduced · −81K sh | Q1 2026 | |
| 24 | AustralianSuper Pty Ltd | $198.8M | 1.4M | ▲+4.2% Added · +59K sh | Q1 2026 | |
| 25 | TOMS Capital Investment Management LP | $191.2M | 1.4M | ▲New +1.4M 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, 3 funds opened a new position in AER and 25 added to an existing one, while 29 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 |
|---|---|---|
| AMAZON.COM INCAMZN | 297 funds | $215.5B |
| ALPHABET INC-CL AGOOGL | 294 funds | $179.8B |
| NVIDIA CORPNVDA | 293 funds | $406.6B |
| MICROSOFT CORPMSFT | 290 funds | $289.0B |
| JPMORGAN CHASE & COJPM | 290 funds | $67.5B |
| META PLATFORMS INC-CLASS AMETA | 289 funds | $117.5B |
| APPLE INCAAPL | 285 funds | $308.6B |
| BROADCOM INCAVGO | 278 funds | $160.5B |
| ALPHABET INC-CL CGOOG | 277 funds | $135.4B |
| VISA INC-CLASS A SHARESV | 276 funds | $65.3B |
| ELI LILLY & COLLY | 273 funds | $78.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 270 funds | $39.6B |
Ranked by how many of AER's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 15, 2026 | Stuart Cormac | Chief Accounting Officer | Sell (S) | 12K | $1.7M |
| May 12, 2026 | Juhas Peter | Chief Financial Officer | Sell (S) | 24K | $3.4M |
| May 12, 2026 | Juhas Peter | Chief Financial Officer | Sell (S) | 44K | $6.4M |
| May 12, 2026 | Juhas Peter | Chief Financial Officer | Sell (S) | 8K | $1.2M |
| May 12, 2026 | Juhas Peter | Chief Financial Officer | Sell (S) | 164 | $24K |
| May 7, 2026 | Drouillard Vincent | General Counsel | Sell (S) | 5K | $676K |
| May 6, 2026 | Kelly Aengus | Chief Executive Officer, Director | Sell (S) | 3K | $378K |
| May 6, 2026 | Kelly Aengus | Chief Executive Officer, Director | Sell (S) | 11K | $1.7M |
| May 6, 2026 | Kelly Aengus | Chief Executive Officer, Director | Sell (S) | 8K | $1.2M |
| May 6, 2026 | Kelly Aengus | Chief Executive Officer, Director | Sell (S) | 3K | $462K |
| May 6, 2026 | Kelly Aengus | Chief Executive Officer, Director | Sell (S) | 3K | $378K |
| May 6, 2026 | Kelly Aengus | Chief Executive Officer, Director | Sell (S) | 11K | $1.7M |
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.