AES CORP (AES)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
Institutions report 642,353,680 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.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
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 | 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 | 14,647,897 | 0.02% | 31q | +13.8%+$26.0M |
| CITADEL ADVISORS LLC | $205.7M | 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 | 1.59% | new | NEW |
| Qube Research & Technologies Ltd | $160.3M | 10,935,897 | 0.15% | 3q | +131.5%+$91.1M |
| UBS Group AG | $146.7M | 9,560,511 | 0.02% | 31q | -36.1%-$82.7M |
| Verition Fund Management LLC | $132.6M | 9,042,730 | 0.34% | 16q | +96.5%+$65.1M |
| 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 |
| Sixth Street Partners Management Company, L.P. | $113.5M | 7,745,034 | 0.02% | new | NEW |
| 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 | -90.3%-$875.3M |
| BANK OF AMERICA CORP /DE/ | $80.6M | 5,496,860 | 0.01% | 31q | -25.2%-$27.2M |
| JPMORGAN CHASE & CO | $80.1M | 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 | 4,787,083 | 5.26% | 2q | +8.3%+$5.5M |
| 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 |
| 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 | 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 |
| 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 |
| Allianz Asset Management GmbH | $34.6M | 2,356,915 | 0.03% | 2q | +5.2%+$1.7M |
| 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 | 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 | 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 |
| 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 | 1,370,316 | 0.00% | 31q | -70.6%-$48.2M |
| 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 | 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 | 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 |
| 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 | 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 |
| AMERICAN CENTURY COMPANIES INC | $13.0M | 883,564 | 0.01% | 31q | +106.5%+$6.7M |
| Rock Point Advisors, LLC | $11.7M | 801,429 | 2.87% | 25q | -0.6%-$67.3K |
| PRINCIPAL FINANCIAL GROUP INC | $11.4M | 778,107 | 0.01% | 31q | -2.0%-$227.2K |
Showing the largest 100 of 706 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 666 | $9.5B | 642,353,680 | 76 | 241 | 216 | 1.1% |
| Q1 2026 | 708 | $9.3B | 649,956,156 | 114 | 214 | 250 | 1.8% |
| Q4 2025 | 700 | $8.9B | 597,341,029 | 81 | 238 | 226 | 3.6% |
| Q3 2025 | 658 | $8.5B | 615,130,717 | 95 | 230 | 213 | 5.0% |
| Q2 2025 | 638 | $7.1B | 642,918,447 | 101 | 251 | 190 | 5.2% |
| Q1 2025 | 651 | $8.2B | 627,099,213 | 97 | 251 | 208 | 5.1% |
| Q4 2024 | 657 | $8.7B | 651,589,149 | 79 | 242 | 219 | 3.9% |
| Q3 2024 | 656 | $14.1B | 688,342,320 | 84 | 255 | 210 | 2.3% |
| Q2 2024 | 637 | $12.1B | 679,929,544 | 91 | 272 | 177 | 1.5% |
| Q1 2024 | 599 | $12.9B | 705,221,076 | 92 | 231 | 157 | 1.9% |
| Q4 2023 | 566 | $12.9B | 659,994,200 | 75 | 200 | 179 | 1.8% |
| Q3 2023 | 551 | $9.6B | 622,386,290 | 54 | 210 | 172 | 1.1% |
| Q2 2023 | 548 | $13.0B | 623,486,532 | 31 | 214 | 189 | 0.6% |
| Q1 2023 | 577 | $15.6B | 647,621,486 | 59 | 187 | 209 | 0.3% |
| Q4 2022 | 548 | $17.2B | 596,010,069 | 91 | 161 | 178 | 0.5% |
| Q3 2022 | 630 | $14.5B | 638,429,293 | 91 | 197 | 216 | 0.8% |
| Q2 2022 | 594 | $13.5B | 636,574,067 | 64 | 231 | 175 | 0.7% |
| Q1 2022 | 610 | $16.2B | 622,693,046 | 73 | 222 | 177 | 1.1% |
| Q4 2021 | 617 | $15.2B | 618,900,343 | 64 | 207 | 205 | 1.0% |
| Q3 2021 | 590 | $14.2B | 616,498,063 | 50 | 213 | 193 | 1.2% |
| Q2 2021 | 609 | $16.2B | 615,694,051 | 74 | 197 | 211 | 0.8% |
| Q1 2021 | 591 | $16.8B | 626,558,951 | 87 | 161 | 229 | 0.2% |
| Q4 2020 | 561 | $14.7B | 621,071,694 | 66 | 158 | 219 | 0.4% |
| Q3 2020 | 526 | $11.1B | 607,769,666 | 64 | 150 | 215 | 0.6% |
| Q2 2020 | 515 | $9.0B | 619,113,815 | 60 | 165 | 202 | 0.4% |
| Q1 2020 | 530 | $8.5B | 623,400,111 | 61 | 170 | 212 | 0.3% |
| Q4 2019 | 554 | $12.6B | 633,942,584 | 58 | 152 | 211 | 0.2% |
| Q3 2019 | 526 | $10.1B | 620,230,438 | 52 | 160 | 212 | 0.1% |
| Q2 2019 | 554 | $10.5B | 624,900,515 | 49 | 209 | 198 | 0.2% |
| Q1 2019 | 589 | $11.3B | 622,695,435 | 70 | 199 | 221 | 0.3% |
| Q4 2018 | 553 | $9.2B | 631,947,435 | 9 | 9 | 13 | 0.2% |