AMES NATL CORP (ATLO)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
Institutions report 3,652,756 shares against 8,857,220 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.
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. | $20.2M | 683,151 | 0.00% | 8q | +12.1%+$2.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $11.5M | 387,611 | 0.00% | 2q | -3.2%-$373.3K |
| DIMENSIONAL FUND ADVISORS LP | $8.9M | 299,300 | 0.00% | 31q | +9.6%+$777.6K |
| GEODE CAPITAL MANAGEMENT, LLC | $6.6M | 223,415 | 0.00% | 31q | +10.3%+$620.0K |
| STATE STREET CORP | $6.1M | 204,851 | 0.00% | 31q | +35.0%+$1.6M |
| AMERICAN CENTURY COMPANIES INC | $4.1M | 137,955 | 0.00% | 3q | +205.3%+$2.7M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $4.0M | 135,903 | 0.00% | 21q | +35.4%+$1.1M |
| Qube Research & Technologies Ltd | $2.5M | 85,233 | 0.00% | new | NEW |
| MARSHALL WACE, LLP | $2.5M | 83,618 | 0.00% | 2q | +46.7%+$788.6K |
| Elizabeth Park Capital Advisors, Ltd. | $2.4M | 80,480 | 1.65% | 6q | HELD |
| NORTHERN TRUST CORP | $2.2M | 74,396 | 0.00% | 31q | +6.6%+$136.8K |
| RITHOLTZ WEALTH MANAGEMENT | $1.9M | 65,794 | 0.01% | 3q | +111.3%+$1.0M |
| RENAISSANCE TECHNOLOGIES LLC | $1.8M | 62,184 | 0.00% | 31q | +63.7%+$716.6K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.8M | 60,601 | 0.00% | 2q | +17.7%+$270.4K |
| VANGUARD FIDUCIARY TRUST CO | $1.8M | 59,174 | 0.00% | 2q | +5.9%+$98.1K |
| LPL Financial LLC | $1.7M | 58,546 | 0.00% | 24q | +2.4%+$40.5K |
| AQR CAPITAL MANAGEMENT LLC | $1.7M | 56,205 | 0.00% | 4q | +74.7%+$711.6K |
| MORGAN STANLEY | $1.6M | 53,461 | 0.00% | 35q | +14.0%+$193.8K |
| AMES NATIONAL CORP | $1.3M | 46,557 | 0.73% | 7q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.3M | 43,214 | 0.01% | 3q | +28.3%+$282.5K |
| Connor, Clark & Lunn Investment Management Ltd. | $1.3M | 43,074 | 0.00% | 7q | +59.7%+$476.6K |
| GOLDMAN SACHS GROUP INC | $1.3M | 42,392 | 0.00% | 3q | -4.4%-$57.7K |
| Trexquant Investment LP | $1.2M | 41,416 | 0.01% | 2q | +247.2%+$873.1K |
| CITADEL ADVISORS LLC | $1.2M | 38,924 | 0.00% | 13q | HELD |
| FIRST TRUST ADVISORS LP | $969.4K | 32,740 | 0.00% | 5q | +10.3%+$90.5K |
| CHANNEL WEALTH LLC | $926.3K | 31,284 | 0.21% | 2q | HELD |
| Bank of New York Mellon Corp | $908.1K | 30,668 | 0.00% | 31q | +11.4%+$92.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $907.2K | 30,640 | 0.00% | 24q | HELD |
| RBF Capital, LLC | $888.3K | 30,000 | 0.04% | 21q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $781.5K | 26,393 | 0.00% | 13q | +12.0%+$83.6K |
| Sixth Street Partners Management Company, L.P. | $781.5K | 26,393 | 0.00% | new | NEW |
| Arkadios Wealth Advisors | $653.7K | 22,077 | 0.01% | 3q | HELD |
| NewEdge Advisors, LLC | $593.2K | 20,034 | 0.00% | 5q | HELD |
| IFG Advisory, LLC | $555.5K | 18,760 | 0.02% | new | NEW |
| Fourthstone LLC | $542.8K | 16,768 | 0.39% | 6q | -97.5%-$21.6M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $536.3K | 18,111 | 0.01% | 16q | +4.3%+$22.2K |
| Larry Mathis Financial Planning, LLC | $500.0K | 16,886 | 0.20% | 2q | +100.0%+$250.0K |
| Quadrature Capital Ltd | $493.6K | 16,671 | 0.00% | new | NEW |
| STATE OF WISCONSIN INVESTMENT BOARD | $462.9K | 15,632 | 0.00% | new | NEW |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $441.9K | 14,925 | 0.00% | new | NEW |
| Nuveen, LLC | $436.8K | 14,751 | 0.00% | 6q | HELD |
| OCCUDO QUANTITATIVE STRATEGIES LP | $431.1K | 14,558 | 0.02% | 2q | +57.1%+$156.7K |
| Compound Planning, Inc. | $394.0K | 13,308 | 0.01% | 6q | HELD |
| XTX Topco Ltd | $393.9K | 13,302 | 0.01% | 2q | +78.2%+$172.9K |
| Empowered Funds, LLC | $358.4K | 12,103 | 0.00% | 2q | +6.6%+$22.2K |
| Hillsdale Investment Management Inc. | $346.4K | 11,700 | 0.01% | new | NEW |
| MILLENNIUM MANAGEMENT LLC | $318.8K | 10,767 | 0.00% | new | NEW |
| Invesco Ltd. | $296.5K | 10,013 | 0.00% | new | NEW |
| Foster Group, Inc. | $294.0K | 9,931 | 0.01% | 3q | +0.8%+$2.3K |
| MARTINGALE ASSET MANAGEMENT L P | $284.6K | 9,612 | 0.01% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $279.4K | 9,435 | 0.00% | 31q | +10.0%+$25.3K |
| DEUTSCHE BANK AG\ | $259.1K | 8,751 | 0.00% | 4q | +37.9%+$71.2K |
| RHUMBLINE ADVISERS | $251.7K | 8,500 | 0.00% | 13q | +28.6%+$55.9K |
| Curated Wealth Partners LLC | $236.3K | 240,000 | 0.01% | new | NEW |
| WELLS FARGO & COMPANY/MN | $223.3K | 7,540 | 0.00% | 31q | +12.0%+$24.0K |
| JANE STREET GROUP, LLC | $222.1K | options only | 0.00% | 5q | OPTIONS |
| Russell Investments Group, Ltd. | $202.1K | 6,825 | 0.00% | 12q | +170.0%+$127.2K |
| UBS Group AG | $172.1K | 5,813 | 0.00% | 31q | +37.9%+$47.3K |
| JONES FINANCIAL COMPANIES LLLP | $169.1K | 5,522 | 0.00% | 3q | +51.7%+$57.6K |
| MetLife Investment Management, LLC | $148.8K | 5,024 | 0.00% | 4q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $132.4K | 4,473 | 0.00% | 13q | HELD |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $122.3K | 4,131 | 0.00% | 9q | -2.3%-$2.9K |
| CITIGROUP INC | $122.2K | 4,126 | 0.00% | 15q | +899.0%+$109.9K |
| JPMORGAN CHASE & CO | $113.3K | 3,793 | 0.00% | 14q | +4.8%+$5.2K |
| Smartleaf Asset Management LLC | $99.4K | 3,330 | 0.00% | 11q | HELD |
| Police & Firemen's Retirement System of New Jersey | $95.6K | 3,228 | 0.00% | 7q | +82.7%+$43.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $80.9K | 2,731 | 0.00% | new | NEW |
| Vanguard Global Advisers, LLC | $77.7K | 2,623 | 0.00% | 2q | -55.4%-$96.6K |
| FMR LLC | $35.1K | 1,186 | 0.00% | 13q | +0.8% |
| BARCLAYS PLC | $34.6K | 1,167 | 0.00% | 15q | -24.7%-$11.3K |
| BNP PARIBAS FINANCIAL MARKETS | $29.7K | 1,003 | 0.00% | 31q | -46.3%-$25.6K |
| PNC Financial Services Group, Inc. | $28.3K | 955 | 0.00% | 7q | +4.5%+$1.2K |
| ROYAL BANK OF CANADA | $26.0K | 904 | 0.00% | new | NEW |
| West Financial Advisors, LLC | $23.8K | 804 | 0.00% | 23q | HELD |
| Legal & General Group Plc | $23.5K | 795 | 0.00% | 13q | HELD |
| Tower Research Capital LLC (TRC) | $21.1K | 714 | 0.00% | 25q | +10.7%+$2.0K |
| Ameritas Investment Partners, Inc. | $21.1K | 711 | 0.00% | 13q | HELD |
| Arax Advisory Partners | $19.3K | 653 | 0.00% | 2q | +7155.6%+$19.1K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $18.0K | 609 | 0.00% | 3q | HELD |
| GAMMA Investing LLC | $10.0K | 338 | 0.00% | 6q | +28.0%+$2.2K |
| City State Bank | $7.1K | 240 | 0.00% | 19q | HELD |
| Integrated Wealth Concepts LLC | $7.0K | 235 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $6.0K | 204 | 0.00% | 8q | -49.5%-$5.9K |
| Sterling Capital Management LLC | $5.4K | 181 | 0.00% | 8q | -38.4%-$3.3K |
| Allworth Financial LP | $3.9K | 133 | 0.00% | 5q | +150.9%+$2.4K |
| EverSource Wealth Advisors, LLC | $3.0K | 102 | 0.00% | 6q | +14.6% |
| Optiver Holding B.V. | $2.8K | 94 | 0.00% | 4q | -7.8% |
| Global Retirement Partners, LLC | $1.8K | 62 | 0.00% | new | NEW |
| MassMutual Private Wealth & Trust, FSB | $1.5K | 49 | 0.00% | 5q | +19.5% |
| Essential Partners LLC | $1.5K | 49 | 0.00% | 5q | -62.0%-$2.4K |
| NISA INVESTMENT ADVISORS, LLC | $1.3K | 44 | 0.00% | 6q | +2.3% |
| IFP Advisors, Inc | $1.3K | 44 | 0.00% | 7q | +37.5% |
| True Wealth Design, LLC | $1.2K | 39 | 0.00% | 7q | -4.9% |
| ACADIAN ASSET MANAGEMENT LLC | $1.1K | 36,993 | 0.00% | 4q | +2353.1%+$1.0K |
| ROTHSCHILD INVESTMENT LLC | $1.0K | 35 | 0.00% | 4q | +118.8% |
| Farther Finance Advisors, LLC | $535 | 18 | 0.00% | 4q | -88.0%-$3.9K |
| Physician Wealth Advisors, Inc. | $504 | 17 | 0.00% | new | NEW |
| Basecamp Wealth Advisors LLC | $474 | 16 | 0.00% | new | FIRST |
| Fortitude Family Office, LLC | $444 | 15 | 0.00% | new | NEW |
| SJS Investment Consulting Inc. | $119 | 4 | 0.00% | 3q | +33.3% |
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 | Fourthstone LLCwith 5 co-filers | 0.2% |
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 | 101 | $108.4M | 3,652,756 | 19 | 49 | 13 | 0.2% |
| Q1 2026 | 88 | $101.4M | 3,561,277 | 9 | 27 | 24 | 0.8% |
| Q4 2025 | 82 | $76.4M | 3,236,310 | 11 | 27 | 17 | 2.7% |
| Q3 2025 | 76 | $60.0M | 2,886,058 | 10 | 24 | 14 | 2.8% |
| Q2 2025 | 68 | $50.2M | 2,701,217 | 6 | 26 | 16 | 4.1% |
| Q1 2025 | 66 | $48.7M | 2,628,682 | 8 | 15 | 20 | 5.4% |
| Q4 2024 | 61 | $44.4M | 2,567,883 | 8 | 18 | 12 | 5.0% |
| Q3 2024 | 55 | $45.9M | 2,420,205 | 5 | 15 | 14 | 3.8% |
| Q2 2024 | 53 | $48.4M | 2,281,470 | 6 | 20 | 12 | 3.5% |
| Q1 2024 | 50 | $48.8M | 2,353,085 | 5 | 12 | 16 | 2.6% |
| Q4 2023 | 47 | $49.5M | 2,291,828 | 2 | 15 | 12 | 1.3% |
| Q3 2023 | 49 | $36.7M | 2,153,054 | 4 | 17 | 13 | 2.6% |
| Q2 2023 | 49 | $40.1M | 2,180,424 | 16 | 21 | 8 | 2.0% |
| Q1 2023 | 35 | $41.3M | 1,983,266 | 6 | 18 | 6 | 0.0% |
| Q4 2022 | 29 | $38.4M | 1,626,372 | 6 | 10 | 3 | 0.0% |
| Q3 2022 | 38 | $42.3M | 1,905,814 | 3 | 11 | 14 | 0.0% |
| Q2 2022 | 37 | $38.5M | 1,735,143 | 1 | 14 | 11 | 0.0% |
| Q1 2022 | 40 | $47.4M | 1,905,998 | 2 | 17 | 10 | 0.0% |
| Q4 2021 | 43 | $48.7M | 1,988,471 | 4 | 12 | 11 | 0.0% |
| Q3 2021 | 42 | $47.6M | 2,050,843 | 6 | 13 | 16 | 0.0% |
| Q2 2021 | 44 | $49.9M | 2,035,280 | 12 | 9 | 19 | 0.0% |
| Q1 2021 | 46 | $61.3M | 2,395,760 | 2 | 18 | 16 | 0.0% |
| Q4 2020 | 45 | $55.2M | 2,296,460 | 5 | 19 | 12 | 0.0% |
| Q3 2020 | 43 | $35.6M | 2,109,315 | 4 | 6 | 23 | 0.0% |
| Q2 2020 | 40 | $45.1M | 2,286,174 | 3 | 11 | 15 | 0.0% |
| Q1 2020 | 43 | $139.9M | 3,641,856 | 3 | 14 | 18 | 0.0% |
| Q4 2019 | 42 | $70.6M | 2,516,207 | 2 | 17 | 10 | 0.0% |
| Q3 2019 | 43 | $65.5M | 2,288,630 | 2 | 21 | 11 | 0.0% |
| Q2 2019 | 43 | $59.9M | 2,211,819 | 4 | 15 | 12 | 0.0% |
| Q1 2019 | 42 | $60.5M | 2,205,803 | 2 | 13 | 10 | 0.0% |
| Q4 2018 | 44 | $57.8M | 2,272,155 | 2 | 0 | 2 | 0.0% |