DaveManuel.com · Institutional Ownership · Who Owns It
AES CORP (AES)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
711
Reporting holders
$9.5B
Reported value
89.8%
Of shares outstanding
0.3%
Calls
0.8%
Puts
-48
Holder change
Institutions report 640,904,752 shares against 713,438,630 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $722.4M | 49,278,892 | 0.01% | 8q | +4.5%+$31.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $681.8M | 46,504,987 | 0.01% | 2q | HELD |
| STATE STREET CORP | $628.8M | 42,891,937 | 0.02% | 31q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $518.6M | 35,374,898 | 0.02% | 2q | HELD |
| Balyasny Asset Management L.P. | $507.7M | 34,633,491 | 0.63% | 8q | +209.7%+$343.8M |
| GEODE CAPITAL MANAGEMENT, LLC | $367.8M | 25,120,280 | 0.02% | 31q | +2.5%+$8.9M |
| MILLENNIUM MANAGEMENT LLC | $313.8M incl. $1.5M options CALL+PUT | 21,304,566 | 0.11% | 31q | +114.6%+$167.6M |
| MORGAN STANLEY | $307.8M | 20,996,464 | 0.02% | 35q | -13.6%-$48.3M |
| Invesco Ltd. | $271.9M | 18,548,188 | 0.02% | 31q | +1.6%+$4.2M |
| GOLDMAN SACHS GROUP INC | $215.0M incl. $293.2K options PUT | 14,647,897 | 0.02% | 31q | +13.8%+$26.0M |
| CITADEL ADVISORS LLC | $205.7M incl. $4.8M options CALL+PUT | 13,701,040 | 0.02% | 31q | +519.2%+$172.5M |
| AQR Arbitrage LLC | $200.3M | 13,686,323 | 2.85% | 2q | +66.3%+$79.8M |
| HBK INVESTMENTS L P | $162.3M | 11,070,839 | 1.58% | new | NEW |
| Qube Research & Technologies Ltd | $160.3M | 10,935,897 | 0.15% | 3q | +131.5%+$91.1M |
| UBS Group AG | $146.7M incl. $6.5M options CALL+PUT | 9,560,511 | 0.02% | 31q | -36.1%-$82.7M |
| AQR CAPITAL MANAGEMENT LLC | $121.4M | 8,295,592 | 0.04% | 31q | +471.3%+$100.2M |
| NORTHERN TRUST CORP | $118.1M | 8,053,616 | 0.01% | 31q | -5.5%-$6.9M |
| DIMENSIONAL FUND ADVISORS LP | $115.6M | 7,888,298 | 0.02% | 31q | +6.5%+$7.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $113.5M | 7,745,034 | 0.02% | 31q | +1.0%+$1.1M |
| Kryger Capital LLC | $100.3M | 6,840,535 | 5.72% | 2q | +204.0%+$67.3M |
| Bank of New York Mellon Corp | $97.1M | 6,620,438 | 0.02% | 31q | -2.3%-$2.3M |
| AMERIPRISE FINANCIAL INC | $94.4M | 6,439,603 | 0.02% | 31q | -80.5%-$390.4M |
| BANK OF AMERICA CORP /DE/ | $80.6M | 5,496,860 | 0.01% | 31q | -25.2%-$27.2M |
| JPMORGAN CHASE & CO | $80.1M incl. $96.6K options CALL | 5,434,911 | 0.00% | 31q | +33.0%+$19.9M |
| GABELLI FUNDS LLC | $74.9M | 5,109,050 | 0.48% | 31q | +20.5%+$12.8M |
| Fort Baker Capital Management LP | $71.9M incl. $1.7M options PUT | 4,787,083 | 5.26% | 2q | +8.3%+$5.5M |
| Verition Fund Management LLC | $66.3M | 4,521,365 | 0.34% | 16q | -1.8%-$1.2M |
| Man Group plc | $65.2M | 4,444,679 | 0.10% | 2q | +114.6%+$34.8M |
| LMR Partners LLP | $62.4M | 4,255,679 | 0.23% | 3q | +13.0%+$7.2M |
| SG Americas Securities, LLC | $60.0M | 4,089,760 | 0.03% | 31q | -71.4%-$149.4M |
| VANGUARD FIDUCIARY TRUST CO | $58.7M | 4,001,496 | 0.01% | 2q | HELD |
| FIRST TRUST ADVISORS LP | $57.5M | 3,922,854 | 0.03% | 31q | +9.4%+$5.0M |
| ALLIANCEBERNSTEIN L.P. | $56.5M | 4,011,494 | 0.02% | 31q | +28.3%+$12.5M |
| JANE STREET GROUP, LLC | $53.2M incl. $28.9M options CALL+PUT | 1,656,276 | 0.00% | 26q | +13.3%+$6.3M |
| Capital International Investors | $52.4M | 3,575,108 | 0.01% | 31q | -29.0%-$21.5M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $52.0M | 3,544,629 | 0.22% | 2q | +22.6%+$9.6M |
| Capula Management Ltd | $51.3M | 3,502,352 | 0.18% | 4q | +41.6%+$15.1M |
| Calamos Advisors LLC | $50.4M | 3,438,138 | 0.17% | 31q | +106.9%+$26.0M |
| SONA ASSET MANAGEMENT (US) LLC | $48.7M | 3,319,005 | 1.02% | 2q | -70.0%-$113.5M |
| Amundi | $42.2M | 2,879,483 | 0.01% | 21q | +193.0%+$27.8M |
| Allianz Asset Management GmbH | $40.3M | 2,747,887 | 0.03% | 2q | +22.7%+$7.4M |
| NATIXIS | $38.3M | 2,613,534 | 0.15% | 3q | +38.2%+$10.6M |
| DEUTSCHE BANK AG\ | $35.2M | 2,398,205 | 0.01% | 34q | -24.0%-$11.1M |
| Grantham, Mayo, Van Otterloo & Co. LLC | $34.5M | 2,351,186 | 0.08% | 2q | +33.7%+$8.7M |
| FRANKLIN RESOURCES INC | $32.9M | 2,244,830 | 0.01% | 31q | +10.1%+$3.0M |
| Melqart Asset Management (UK) Ltd | $30.8M | 2,103,152 | 2.93% | 2q | +128.8%+$17.4M |
| MARSHALL WACE, LLP | $30.8M | 2,100,104 | 0.02% | 7q | +1122.1%+$28.3M |
| ALPINE ASSOCIATES MANAGEMENT INC. | $30.3M | 2,067,444 | 1.90% | 2q | +9.4%+$2.6M |
| Squarepoint Ops LLC | $30.2M incl. $860.5K options CALL | 2,004,414 | 0.03% | 21q | +14.7%+$3.9M |
| Woodline Partners LP | $28.7M | 1,954,544 | 0.09% | 7q | -17.5%-$6.1M |
| HSBC HOLDINGS PLC | $27.6M | 1,882,234 | 0.01% | 31q | -20.5%-$7.1M |
| Sand Grove Capital Management LLP | $27.5M | 1,872,474 | 7.16% | 2q | +7.8%+$2.0M |
| Energy Income Partners, LLC | $27.1M | 1,847,213 | 0.43% | 22q | +1.4%+$375.2K |
| WINTON GROUP Ltd | $26.8M | 1,828,033 | 0.87% | 4q | +17.3%+$3.9M |
| Gotham Asset Management, LLC | $25.8M | 1,757,456 | 0.06% | 6q | +335.4%+$19.8M |
| BARCLAYS PLC | $25.7M incl. $4.4M options PUT | 1,453,648 | 0.00% | 31q | -18.8%-$6.0M |
| BANK OF NOVA SCOTIA | $25.7M | 1,750,671 | 0.04% | 3q | +329.7%+$19.7M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $25.4M | 1,734,586 | 0.04% | 6q | +398.1%+$20.3M |
| GLAZER CAPITAL, LLC | $24.8M | 1,689,649 | 0.61% | 2q | +20.7%+$4.2M |
| Douglas Lane & Associates, LLC | $24.7M | 1,683,832 | 0.33% | 24q | -44.7%-$20.0M |
| NATIONAL BANK OF CANADA /FI/ | $24.2M | 1,648,210 | 0.02% | 19q | +99.1%+$12.0M |
| BNP PARIBAS FINANCIAL MARKETS | $24.1M | 1,642,967 | 0.01% | 31q | +62.2%+$9.2M |
| Hudson Bay Capital Management LP | $23.5M | 1,600,000 | 0.06% | 2q | -17.9%-$5.1M |
| Nuveen, LLC | $23.1M | 1,575,152 | 0.01% | 6q | -47.7%-$21.0M |
| Jupiter Topco LLC | $22.3M | 1,524,008 | 0.01% | new | FIRST |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $22.2M | 1,515,619 | 0.02% | 31q | -19.9%-$5.5M |
| Vanguard Global Advisers, LLC | $21.6M | 1,471,463 | 0.01% | 2q | -0.6%-$139.3K |
| Swiss National Bank | $21.0M | 1,430,800 | 0.01% | 31q | +1.5%+$313.7K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $20.9M | 1,423,275 | 0.00% | 31q | HELD |
| TORONTO DOMINION BANK | $20.2M | 1,375,589 | 0.02% | 31q | +57.3%+$7.3M |
| WELLS FARGO & COMPANY/MN | $20.1M incl. $16.1K options PUT | 1,370,316 | 0.00% | 31q | -41.1%-$14.0M |
| TIG Advisors, LLC | $19.8M | 1,353,238 | 0.88% | 2q | -24.5%-$6.5M |
| GAMCO INVESTORS, INC. ET AL | $19.6M | 1,339,300 | 0.18% | 31q | +4.7%+$889.9K |
| TUDOR INVESTMENT CORP ET AL | $19.6M incl. $502.8K options CALL+PUT | 1,302,440 | 0.03% | 22q | -43.6%-$15.2M |
| Legal & General Group Plc | $19.6M | 1,336,645 | 0.00% | 31q | +7.3%+$1.3M |
| Governors Lane LP | $19.5M | 1,331,984 | 1.63% | 4q | HELD |
| Yaupon Capital Management LP | $19.4M | 1,323,277 | 0.38% | 5q | -44.8%-$15.7M |
| Rockefeller Capital Management L.P. | $18.6M | 1,269,016 | 0.03% | 30q | +5.4%+$957.1K |
| RHUMBLINE ADVISERS | $18.4M | 1,254,383 | 0.01% | 31q | +0.8%+$154.8K |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $18.1M | 1,235,612 | 0.03% | 5q | -52.2%-$19.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $18.1M incl. $16.8M options CALL+PUT | 85,855 | 0.00% | 31q | -86.7%-$117.6M |
| NORTH STAR ASSET MANAGEMENT INC | $18.0M | 1,227,209 | 0.71% | 31q | -30.5%-$7.9M |
| Birnam Oak Advisors, LP | $18.0M | 1,226,667 | 2.92% | new | NEW |
| California Public Employees Retirement System | $17.8M | 1,213,210 | 0.01% | 31q | HELD |
| Cerity Partners LLC | $17.6M | 1,202,979 | 0.02% | 15q | +29.3%+$4.0M |
| CITIGROUP INC | $17.6M | 1,197,721 | 0.01% | 31q | -71.8%-$44.7M |
| NORDEA INVESTMENT MANAGEMENT AB | $16.6M | 1,132,451 | 0.01% | new | NEW |
| GABELLI & Co INVESTMENT ADVISERS, INC. | $16.5M | 1,123,650 | 2.40% | 2q | +140.0%+$9.6M |
| Polar Asset Management Partners Inc. | $16.4M | 1,116,960 | 0.27% | 2q | +697.8%+$14.3M |
| STATE OF WISCONSIN INVESTMENT BOARD | $16.3M | 1,111,055 | 0.03% | 31q | +3.8%+$590.9K |
| Focus Partners Wealth | $16.3M | 1,109,941 | 0.02% | 11q | +7.4%+$1.1M |
| ROYAL BANK OF CANADA | $15.4M | 1,050,731 | 0.00% | 31q | -23.7%-$4.8M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $15.2M | 1,038,826 | 0.00% | 31q | HELD |
| Westchester Capital Management, LLC | $14.9M | 1,013,872 | 0.73% | new | NEW |
| Centiva Capital, LP | $14.6M | 999,107 | 0.13% | 3q | -4.8%-$746.1K |
| BANK OF MONTREAL /CAN/ | $14.4M incl. $1.5M options CALL+PUT | 877,064 | 0.00% | 31q | +21.3%+$2.5M |
| STANSBERRY ASSET MANAGEMENT, LLC | $14.1M | 962,326 | 1.29% | 2q | -0.7%-$99.6K |
| Mitsubishi UFJ Asset Management Co., Ltd. | $13.4M | 911,639 | 0.01% | 31q | +6.7%+$840.9K |
| FMR LLC | $13.1M | 892,243 | 0.00% | 31q | +10.9%+$1.3M |
| HRT FINANCIAL LP | $13.0M incl. $13.0M options OPT | 888,900 | 0.02% | 2q | +78.5%+$5.7M |
Showing the largest 100 of 711 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-16 | 2026-09-14 | Directors or officers departed or appointed | filing |
| 2026-08-05 | 2026-08-05 | Material agreement entered | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 195 | $127.9M | 8,586,414 | 18 | 61 | 60 | 0.0% |
| Q2 2026 | 711 | $9.5B | 640,904,752 | 72 | 253 | 237 | 1.2% |
| Q1 2026 | 759 | $9.1B | 632,500,254 | 119 | 225 | 268 | 1.9% |
| Q4 2025 | 754 | $9.0B | 607,326,452 | 92 | 255 | 237 | 3.5% |
| Q3 2025 | 707 | $8.6B | 620,548,718 | 100 | 247 | 228 | 5.1% |
| Q2 2025 | 694 | $7.2B | 650,370,666 | 109 | 276 | 205 | 5.5% |
| Q1 2025 | 705 | $8.3B | 630,122,665 | 106 | 274 | 223 | 5.2% |
| Q4 2024 | 719 | $8.8B | 657,559,084 | 87 | 262 | 239 | 4.0% |
| Q3 2024 | 717 | $14.4B | 700,763,516 | 93 | 271 | 229 | 2.3% |
| Q2 2024 | 700 | $12.4B | 692,901,031 | 101 | 301 | 190 | 1.6% |
| Q1 2024 | 661 | $13.1B | 715,880,366 | 97 | 253 | 180 | 2.0% |
| Q4 2023 | 641 | $13.2B | 672,371,326 | 82 | 222 | 214 | 1.9% |
| Q3 2023 | 623 | $9.7B | 631,049,973 | 62 | 231 | 200 | 1.1% |
| Q2 2023 | 639 | $13.2B | 632,620,711 | 39 | 234 | 234 | 0.6% |
| Q1 2023 | 684 | $16.0B | 661,825,356 | 72 | 223 | 246 | 0.3% |
| Q4 2022 | 696 | $18.4B | 637,179,564 | 111 | 199 | 231 | 0.5% |
| Q3 2022 | 613 | $35.7B | 1,572,659,995 | 88 | 192 | 209 | 0.3% |
| Q2 2022 | 586 | $25.2B | 1,193,814,342 | 63 | 226 | 173 | 0.4% |
| Q1 2022 | 602 | $27.2B | 1,049,359,363 | 73 | 218 | 176 | 0.7% |
| Q4 2021 | 608 | $26.3B | 1,078,486,511 | 63 | 203 | 202 | 0.6% |
| Q3 2021 | 582 | $25.9B | 1,125,930,523 | 49 | 211 | 188 | 0.6% |
| Q2 2021 | 602 | $20.8B | 793,190,822 | 74 | 192 | 209 | 0.7% |
| Q1 2021 | 581 | $30.7B | 1,142,708,515 | 85 | 158 | 225 | 0.1% |
| Q4 2020 | 553 | $28.1B | 1,191,677,949 | 65 | 156 | 215 | 0.2% |
| Q3 2020 | 522 | $41.3B | 2,277,892,441 | 64 | 150 | 211 | 0.2% |
| Q2 2020 | 509 | $34.9B | 2,403,904,114 | 58 | 163 | 200 | 0.1% |
| Q1 2020 | 526 | $38.1B | 2,794,541,984 | 61 | 169 | 210 | 0.1% |
| Q4 2019 | 547 | $41.6B | 2,087,486,084 | 56 | 152 | 206 | 0.1% |
| Q3 2019 | 519 | $44.6B | 2,729,663,072 | 50 | 159 | 209 | 0.0% |
| Q2 2019 | 549 | $15.3B | 910,137,229 | 49 | 204 | 199 | 0.2% |
| Q1 2019 | 585 | $53.3B | 2,948,563,832 | 70 | 197 | 219 | 0.1% |
| Q4 2018 | 550 | $34.8B | 2,405,941,497 | 9 | 8 | 13 | 0.1% |