HolderBook

ACADIAN ASSET MANAGEMENT INC (AAMI)

Institutional ownership reported to the SEC as of Q3 2026, across 30 quarters.

8
Reporting holders
$1.2M
Reported value
0.0%
Calls
0.0%
Puts
-296
Holder change

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

Download these holders as CSV

FilerValueShares Their book Held Change
ANB BANK$748.1K8,1570.27%6qHELD
Wedmont Private Capital$201.7K2,1620.00%newNEW
GAMMA Investing LLC$123.3K1,3450.00%12q+11.2%+$12.5K
Farther Finance Advisors, LLC$69.1K7540.00%16q+17.4%+$10.3K
Versant Capital Management, Inc$10.1K1100.00%12qHELD
MassMutual Private Wealth & Trust, FSB$10.0K1090.00%16q-38.4%-$6.2K
GILPIN WEALTH MANAGEMENT, LLC$45950.00%4qHELD
Davis Capital Management$18320.00%2qHELD

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-1013G/APRUDENTIAL FINANCIAL INC4.5%
2026-08-0313G/AJennison Associates LLC4.3%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-05-04Hart Richard JonathanCLO and CAOSold100,000$6.7M ×2
2026-08-03Wiater ChristinaPAOSold25,370$2.2M ×3

Ten percent owners and entities

Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.

DateInsiderRoleSideSharesValue
2026-06-17PAULSON & CO. INC.10% ownerSold1,900,000$146.8M

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20268$1.2M12,6441210.0%
Q2 2026304$2.7B38,087,42370102910.1%
Q1 2026253$2.0B36,142,3903186850.0%
Q4 2025255$1.7B35,577,4102886960.0%
Q3 2025250$1.7B35,208,9395583860.3%
Q2 2025217$1.3B35,861,9514366790.0%
Q1 2025192$932.6M36,022,9573059650.0%
Q4 2024178$996.1M37,818,3062258530.0%
Q3 2024172$952.9M37,487,7432338790.1%
Q2 2024164$852.7M38,411,6062346570.1%
Q1 2024169$929.9M40,614,7842548600.2%
Q4 2023170$802.7M41,856,9862067530.1%
Q3 2023162$799.6M41,185,9631658590.2%
Q2 2023158$865.3M41,274,692953590.1%
Q1 2023166$1.1B44,592,1132636690.1%
Q4 2022145$874.8M42,461,7261947500.1%
Q3 2022149$637.9M42,702,0261247600.1%
Q2 2022150$768.7M42,631,6842233690.1%
Q1 2022158$1.1B44,183,7561341881.9%
Q4 2021179$1.2B46,969,7843136931.0%
Q3 2021180$2.1B79,061,6423139780.2%
Q2 2021166$1.9B78,940,2392243770.1%
Q1 2021168$1.6B78,922,9562658671.3%
Q4 2020165$1.5B79,639,2862948630.0%
Q3 2020149$1.0B80,701,5482742630.0%
Q2 2020138$1.0B82,988,2113947450.0%
Q1 2020120$523.9M81,994,0301335530.0%
Q4 2019143$862.8M84,450,9762251510.0%
Q3 2019128$857.9M86,565,679122120.0%
Q2 20199$10.4M909,1409000.0%