ASSURANT INC (AIZ)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
573
Reporting holders
$12.0B
Reported value
90.3%
Of shares outstanding
0.2%
Held as options
+30
Holder change
Institutions report 44,520,518 shares against 49,323,767 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. | $1.3B | 5,009,537 | 0.02% | 8q | +27.0%+$285.6M |
| Bank of New York Mellon Corp | $1.3B | 4,727,930 | 0.21% | 31q | -1.8%-$23.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $869.2M | 3,236,936 | 0.02% | 2q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $761.6M | 2,836,307 | 0.03% | 2q | -5.7%-$46.1M |
| STATE STREET CORP | $682.6M | 2,541,897 | 0.02% | 31q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $379.9M | 1,417,209 | 0.02% | 31q | +0.7%+$2.8M |
| Invesco Ltd. | $329.4M | 1,226,729 | 0.03% | 31q | HELD |
| DIMENSIONAL FUND ADVISORS LP | $322.0M | 1,199,305 | 0.06% | 31q | +6.6%+$19.8M |
| BANK OF AMERICA CORP /DE/ | $269.6M | 1,004,116 | 0.02% | 31q | +178.0%+$172.6M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $247.2M | 920,398 | 0.08% | 31q | HELD |
| FULLER & THALER ASSET MANAGEMENT, INC. | $240.7M | 896,364 | 0.66% | 7q | +28.5%+$53.4M |
| MORGAN STANLEY | $208.7M | 777,257 | 0.01% | 35q | +18.3%+$32.3M |
| VOYA INVESTMENT MANAGEMENT LLC | $202.1M | 754,475 | 0.17% | 31q | -9.5%-$21.3M |
| FMR LLC | $185.3M | 689,904 | 0.01% | 31q | -8.1%-$16.2M |
| NORGES BANK | $175.0M | 651,725 | 0.02% | 32q | -2.9%-$5.1M |
| FIRST TRUST ADVISORS LP | $164.5M | 612,525 | 0.10% | 31q | -3.2%-$5.5M |
| LYRICAL ASSET MANAGEMENT LP | $156.5M | 582,803 | 1.98% | 31q | -4.8%-$7.9M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $147.4M | 548,785 | 0.10% | 30q | +9.8%+$13.2M |
| NORDEA INVESTMENT MANAGEMENT AB | $138.0M | 512,613 | 0.11% | 31q | -22.6%-$40.2M |
| NORTHERN TRUST CORP | $135.2M | 503,434 | 0.02% | 31q | -1.8%-$2.5M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $128.1M | 477,030 | 0.06% | 6q | +200.2%+$85.4M |
| Qube Research & Technologies Ltd | $125.1M | 465,890 | 0.12% | 12q | -4.3%-$5.6M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $124.9M | 465,243 | 0.02% | 31q | HELD |
| Sixth Street Partners Management Company, L.P. | $124.9M | 465,243 | 0.02% | new | NEW |
| FIL Ltd | $111.2M | 414,275 | 0.08% | 8q | -9.2%-$11.3M |
| FIRST MANHATTAN CO. LLC. | $108.9M | 405,627 | 0.28% | 31q | -0.7%-$795.4K |
| Woodline Partners LP | $104.9M | 390,528 | 0.32% | 5q | +9.5%+$9.1M |
| WELLINGTON MANAGEMENT GROUP LLP | $92.7M | 345,193 | 0.02% | 31q | -25.4%-$31.5M |
| JUPITER ASSET MANAGEMENT LTD | $87.9M | 327,512 | 0.44% | 6q | HELD |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $82.8M | 308,532 | 0.12% | 3q | -3.9%-$3.4M |
| GOLDMAN SACHS GROUP INC | $80.6M | 299,973 | 0.01% | 31q | +38.0%+$22.2M |
| DEUTSCHE BANK AG\ | $76.7M | 285,698 | 0.02% | 34q | -10.8%-$9.3M |
| VANGUARD FIDUCIARY TRUST CO | $74.6M | 277,979 | 0.02% | 2q | -1.3%-$976.9K |
| Clark Capital Management Group, Inc. | $66.1M | 246,107 | 0.36% | 11q | +42.8%+$19.8M |
| TWO SIGMA INVESTMENTS, LP | $64.5M | 240,181 | 0.05% | 5q | +582.5%+$55.0M |
| AMERICAN CENTURY COMPANIES INC | $64.0M | 238,400 | 0.03% | 24q | +24.8%+$12.7M |
| ENVESTNET ASSET MANAGEMENT INC | $60.0M | 223,542 | 0.01% | 31q | +127.3%+$33.6M |
| TD Asset Management Inc | $56.5M | 210,486 | 0.05% | 31q | -16.4%-$11.1M |
| UBS Group AG | $54.4M | 202,606 | 0.01% | 31q | +46.5%+$17.3M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $49.4M | 184,140 | 0.07% | 10q | -46.6%-$43.1M |
| AQR CAPITAL MANAGEMENT LLC | $48.8M | 182,192 | 0.02% | 31q | -14.4%-$8.2M |
| VICTORY CAPITAL MANAGEMENT INC | $46.5M | 173,323 | 0.03% | 31q | +12.7%+$5.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $45.7M | 170,055 | 0.01% | 31q | HELD |
| JPMORGAN CHASE & CO | $40.0M | 146,874 | 0.00% | 31q | +23.2%+$7.5M |
| MILLENNIUM MANAGEMENT LLC | $39.2M | 146,019 | 0.01% | 28q | -43.7%-$30.5M |
| Gotham Asset Management, LLC | $37.5M | 139,773 | 0.09% | 30q | +38.3%+$10.4M |
| D. E. Shaw & Co., Inc. | $35.8M | 133,460 | 0.02% | 14q | +213.4%+$24.4M |
| CITIGROUP INC | $35.5M | 132,025 | 0.01% | 31q | +209.8%+$24.0M |
| Nuveen, LLC | $34.5M | 128,615 | 0.01% | 6q | +1.4%+$468.8K |
| OBERWEIS ASSET MANAGEMENT INC/ | $32.8M | 122,100 | 0.68% | 11q | +19.4%+$5.3M |
| DEPRINCE RACE & ZOLLO INC | $32.1M | 119,647 | 0.54% | 4q | -0.7%-$241.1K |
| Allianz Asset Management GmbH | $32.0M | 146,961 | 0.03% | 14q | HELD |
| Amundi | $30.9M | 115,053 | 0.01% | 21q | -23.9%-$9.7M |
| JANE STREET GROUP, LLC | $30.3M | 89,564 | 0.00% | 26q | +557.4%+$25.7M |
| PICTON MAHONEY ASSET MANAGEMENT | $30.1M | 112,130 | 0.22% | 3q | +21.3%+$5.3M |
| Calamos Advisors LLC | $28.3M | 105,285 | 0.09% | 31q | -1.9%-$555.9K |
| Vanguard Global Advisers, LLC | $28.0M | 104,242 | 0.01% | 2q | -3.5%-$1.0M |
| California Public Employees Retirement System | $28.0M | 104,171 | 0.02% | 31q | -21.3%-$7.6M |
| Swiss National Bank | $26.8M | 99,700 | 0.01% | 31q | +0.7%+$188.0K |
| Quantinno Capital Management LP | $26.5M | 98,589 | 0.03% | 13q | +31.8%+$6.4M |
| RHUMBLINE ADVISERS | $26.5M | 98,556 | 0.02% | 31q | -7.0%-$2.0M |
| VALLEY WEALTH MANAGERS, INC. | $26.4M | 98,305 | 1.53% | 30q | +1.5%+$388.3K |
| BNP PARIBAS FINANCIAL MARKETS | $26.1M | 97,194 | 0.01% | 31q | +34.8%+$6.7M |
| WELLS FARGO & COMPANY/MN | $26.0M | 96,943 | 0.00% | 31q | +121.0%+$14.3M |
| ROYAL BANK OF CANADA | $24.1M | 89,591 | 0.00% | 31q | +12.4%+$2.6M |
| FEDERATED HERMES, INC. | $24.0M | 89,389 | 0.03% | 31q | -20.9%-$6.3M |
| KENNEDY CAPITAL MANAGEMENT LLC | $24.0M | 89,235 | 0.42% | 28q | +5.4%+$1.2M |
| PRUDENTIAL FINANCIAL INC | $23.4M | 87,101 | 0.03% | 31q | -39.2%-$15.1M |
| BARCLAYS PLC | $22.7M | 84,349 | 0.00% | 31q | -24.7%-$7.4M |
| Balyasny Asset Management L.P. | $21.9M | 81,669 | 0.03% | 5q | +64.9%+$8.6M |
| MARSHALL WACE, LLP | $21.3M | 79,270 | 0.02% | 3q | -20.6%-$5.5M |
| Legal & General Group Plc | $21.1M | 78,597 | 0.00% | 31q | +0.6%+$126.7K |
| HSBC HOLDINGS PLC | $20.5M | 76,366 | 0.01% | 31q | +5.1%+$1.0M |
| Jain Global LLC | $19.7M | 73,506 | 0.08% | 2q | -46.4%-$17.1M |
| ZACKS INVESTMENT MANAGEMENT | $19.3M | 71,968 | 0.14% | 11q | +2.0%+$382.1K |
| Corient Private Wealth LP | $17.9M | 66,568 | 0.01% | 15q | +102.7%+$9.1M |
| PRINCIPAL FINANCIAL GROUP INC | $17.3M | 64,561 | 0.01% | 31q | -3.5%-$623.3K |
| Schonfeld Strategic Advisors LLC | $17.3M | 64,439 | 0.06% | 14q | -17.0%-$3.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $17.0M | 63,392 | 0.01% | 31q | +10.6%+$1.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $16.3M | 61,126 | 0.02% | 7q | -21.0%-$4.3M |
| RAYMOND JAMES FINANCIAL INC | $15.7M | 58,342 | 0.00% | 7q | +11.9%+$1.7M |
| BANK OF MONTREAL /CAN/ | $15.5M | 57,891 | 0.01% | 31q | +32.8%+$3.8M |
| SEI INVESTMENTS CO | $15.5M | 57,625 | 0.01% | 31q | -28.7%-$6.2M |
| LPL Financial LLC | $13.8M | 51,548 | 0.00% | 11q | +51.3%+$4.7M |
| Boston Partners | $13.7M | 50,999 | 0.01% | 31q | +24.6%+$2.7M |
| MERCER GLOBAL ADVISORS INC /ADV | $13.3M | 49,650 | 0.01% | 19q | +111.2%+$7.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | $13.0M | 48,248 | 0.01% | 2q | +7.3%+$877.8K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $12.9M | 47,920 | 0.01% | 3q | -6.0%-$814.5K |
| AMERIPRISE FINANCIAL INC | $12.4M | 46,003 | 0.00% | 31q | -64.1%-$22.1M |
| DEAN INVESTMENT ASSOCIATES, LLC | $12.2M | 45,288 | 0.80% | 26q | +103.7%+$6.2M |
| Russell Investments Group, Ltd. | $12.0M | 44,829 | 0.01% | 31q | -10.8%-$1.5M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $12.0M | 44,688 | 0.23% | 7q | +81.0%+$5.4M |
| PANAGORA ASSET MANAGEMENT INC | $11.8M | 44,078 | 0.04% | 31q | +439.0%+$9.6M |
| Allspring Global Investments Holdings, LLC | $11.7M | 42,744 | 0.02% | 19q | -7.0%-$886.3K |
| Dockside LLC | $11.7M | 43,551 | 2.74% | 3q | HELD |
| LAZARD ASSET MANAGEMENT LLC | $11.5M | 42,859 | 0.02% | 13q | -2.2%-$255.1K |
| ALLIANCEBERNSTEIN L.P. | $11.1M | 51,148 | 0.00% | 31q | -22.1%-$3.2M |
| VAN ECK ASSOCIATES CORP | $10.3M | 38,356 | 0.01% | 5q | +1.3%+$134.8K |
| Azora Capital LP | $10.2M | 38,009 | 0.43% | new | NEW |
| CREDIT AGRICOLE S A | $9.7M | 36,297 | 0.02% | 11q | +60.9%+$3.7M |
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 →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | T. Rowe Price Investment Management, Inc. | 4.9% |
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 | 573 | $12.0B | 44,520,518 | 90 | 209 | 166 | 0.2% |
| Q1 2026 | 543 | $9.1B | 41,651,320 | 77 | 177 | 178 | 0.2% |
| Q4 2025 | 519 | $10.3B | 42,950,206 | 54 | 190 | 158 | 0.1% |
| Q3 2025 | 489 | $8.9B | 41,118,993 | 64 | 179 | 172 | 0.1% |
| Q2 2025 | 491 | $8.3B | 41,930,066 | 64 | 163 | 191 | 0.1% |
| Q1 2025 | 502 | $9.2B | 43,227,585 | 53 | 180 | 159 | 0.1% |
| Q4 2024 | 505 | $8.9B | 41,903,378 | 63 | 146 | 192 | 0.1% |
| Q3 2024 | 465 | $8.4B | 42,510,201 | 60 | 141 | 171 | 0.2% |
| Q2 2024 | 456 | $7.0B | 42,252,114 | 54 | 156 | 157 | 0.1% |
| Q1 2024 | 442 | $8.2B | 43,320,315 | 60 | 139 | 160 | 0.5% |
| Q4 2023 | 419 | $7.2B | 42,704,754 | 69 | 135 | 128 | 0.3% |
| Q3 2023 | 359 | $6.1B | 42,244,401 | 46 | 105 | 133 | 0.3% |
| Q2 2023 | 341 | $5.3B | 42,411,075 | 35 | 104 | 131 | 0.2% |
| Q1 2023 | 338 | $5.4B | 44,568,323 | 51 | 109 | 117 | 0.3% |
| Q4 2022 | 323 | $5.0B | 39,387,188 | 50 | 106 | 108 | 0.2% |
| Q3 2022 | 427 | $7.5B | 51,241,056 | 42 | 123 | 176 | 0.1% |
| Q2 2022 | 450 | $8.8B | 50,732,701 | 62 | 152 | 150 | 0.2% |
| Q1 2022 | 427 | $9.3B | 51,014,081 | 58 | 131 | 142 | 0.2% |
| Q4 2021 | 417 | $8.3B | 52,956,880 | 30 | 122 | 145 | 0.2% |
| Q3 2021 | 421 | $8.6B | 54,293,033 | 43 | 111 | 161 | 0.2% |
| Q2 2021 | 410 | $8.9B | 56,968,214 | 44 | 138 | 129 | 0.3% |
| Q1 2021 | 401 | $8.2B | 57,539,143 | 37 | 129 | 153 | 0.2% |
| Q4 2020 | 427 | $7.8B | 56,775,660 | 58 | 123 | 149 | 1.0% |
| Q3 2020 | 382 | $6.9B | 56,370,542 | 50 | 99 | 157 | 1.0% |
| Q2 2020 | 373 | $6.0B | 57,049,327 | 44 | 121 | 147 | 1.2% |
| Q1 2020 | 376 | $6.0B | 57,028,557 | 47 | 125 | 136 | 0.8% |
| Q4 2019 | 394 | $7.7B | 58,374,908 | 41 | 126 | 133 | 0.7% |
| Q3 2019 | 387 | $7.3B | 57,613,146 | 55 | 125 | 120 | 0.4% |
| Q2 2019 | 376 | $6.1B | 57,429,466 | 44 | 137 | 109 | 0.3% |
| Q1 2019 | 394 | $5.5B | 57,604,337 | 63 | 152 | 102 | 0.4% |
| Q4 2018 | 372 | $5.3B | 59,075,782 | 8 | 6 | 9 | 0.2% |