AIZ Institutional Holdings
Assurant · SEC 13F
As of 2026Q1 · SEC EDGAR 13F
Quarterly Changes
2025Q4 → 2026Q1
↑ New Positions (5)
VANGUARD CAPITAL MANAGEMENT LLC $1.4B
VANGUARD PORTFOLIO MANAGEMENT LLC $655M
VANGUARD FIDUCIARY TRUST CO $61M
HSBC HOLDINGS PLC $54M
Jain Global LLC $30M
↑ Increased (5)
BNP PARIBAS ASSET MANAGEMENT Holding S.A. +91174.6%
CWM, LLC +89248.4%
Daiwa Securities Group Inc. +46352.5%
JONES FINANCIAL COMPANIES LLLP +3542.7%
ELEVATION WEALTH PARTNERS, LLC +894.2%
↓ Decreased (5)
BALLAST ADVISORS LLC -99.9%
Swiss Life Asset Management Ltd -98.9%
Park Square Financial Group, LLC -93.9%
Clearstead Trust, LLC -93.5%
IFP Advisors, Inc -90.3%
↓ Exited Positions (5)
VANGUARD GROUP INC $1.6B
Select Equity Group, L.P. $84M
Lighthouse Investment Partners, LLC $12M
ONTARIO TEACHERS PENSION PLAN BOARD $10M
Dockside LLC $9M
All Holders (Top 100)
| Rank | Institution | Shares | Value |
|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 6.5M | $1.4B |
| 2 | Bank of New York Mellon Corp | 4.8M | $1.0B |
| 3 | BlackRock, Inc. | 3.9M | $859M |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.0M | $655M |
| 5 | STATE STREET CORP | 2.5M | $551M |
| 6 | MORGAN STANLEY | 1.9M | $429M |
| 7 | BARCLAYS PLC | 2.0M | $373M |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.4M | $306M |
| 9 | Invesco Ltd. | 1.2M | $267M |
| 10 | DIMENSIONAL FUND ADVISORS LP | 1.1M | $245M |
| 11 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 922K | $201M |
| 12 | VOYA INVESTMENT MANAGEMENT LLC | 834K | $181M |
| 13 | FMR LLC | 750K | $163M |
| 14 | Woodline Partners LP | 713K | $155M |
| 15 | FULLER & THALER ASSET MANAGEMENT, INC. | 698K | $152M |
| 16 | NORDEA INVESTMENT MANAGEMENT AB | 662K | $142M |
| 17 | NORGES BANK | 663K | $139M |
| 18 | FIRST TRUST ADVISORS LP | 633K | $138M |
| 19 | LYRICAL ASSET MANAGEMENT LP | 612K | $133M |
| 20 | NORTHERN TRUST CORP | 513K | $112M |
| 21 | SCHRODER INVESTMENT MANAGEMENT GROUP | 500K | $109M |
| 22 | Qube Research & Technologies Ltd | 487K | $106M |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 467K | $102M |
| 24 | WELLINGTON MANAGEMENT GROUP LLP | 463K | $101M |
| 25 | FIL Ltd | 456K | $99M |
| 26 | GOLDMAN SACHS GROUP INC | 431K | $99M |
| 27 | FIRST MANHATTAN CO. LLC. | 409K | $89M |
| 28 | BANK OF AMERICA CORP /DE/ | 361K | $79M |
| 29 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 345K | $75M |
| 30 | JUPITER ASSET MANAGEMENT LTD | 329K | $72M |
| 31 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 321K | $70M |
| 32 | DEUTSCHE BANK AG\ | 320K | $70M |
| 33 | VANGUARD FIDUCIARY TRUST CO | 282K | $61M |
| 34 | MILLENNIUM MANAGEMENT LLC | 260K | $57M |
| 35 | TD Asset Management Inc | 252K | $55M |
| 36 | HSBC HOLDINGS PLC | 232K | $54M |
| 37 | AQR CAPITAL MANAGEMENT LLC | 213K | $46M |
| 38 | AMERICAN CENTURY COMPANIES INC | 191K | $42M |
| 39 | Clark Capital Management Group, Inc. | 172K | $38M |
| 40 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 170K | $37M |
| 41 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 159K | $35M |
| 42 | VICTORY CAPITAL MANAGEMENT INC | 154K | $33M |
| 43 | Amundi | 151K | $33M |
| 44 | PFA Pension, Forsikringsaktieselskab | 149K | $33M |
| 45 | Allianz Asset Management GmbH | 147K | $32M |
| 46 | PRUDENTIAL FINANCIAL INC | 143K | $31M |
| 47 | UBS Group AG | 138K | $30M |
| 48 | Jain Global LLC | 137K | $30M |
| 49 | California Public Employees Retirement System | 132K | $29M |
| 50 | DANSKE BANK A/S | 147K | $28M |
| 51 | Nuveen, LLC | 127K | $28M |
| 52 | Robeco Institutional Asset Management B.V. | 124K | $27M |
| 53 | DEPRINCE RACE & ZOLLO INC | 121K | $26M |
| 54 | Rockefeller Capital Management L.P. | 109K | $26M |
| 55 | JPMORGAN CHASE & CO | 119K | $26M |
| 56 | Prana Capital Management, LP | 118K | $26M |
| 57 | FEDERATED HERMES, INC. | 113K | $25M |
| 58 | Vanguard Global Advisers, LLC | 108K | $24M |
| 59 | Calamos Advisors LLC | 107K | $23M |
| 60 | RHUMBLINE ADVISERS | 106K | $23M |
| 61 | OBERWEIS ASSET MANAGEMENT INC/ | 102K | $22M |
| 62 | Gotham Asset Management, LLC | 101K | $22M |
| 63 | MARSHALL WACE, LLP | 100K | $22M |
| 64 | Swiss National Bank | 99K | $22M |
| 65 | ENVESTNET ASSET MANAGEMENT INC | 98K | $21M |
| 66 | VALLEY WEALTH MANAGERS, INC. | 97K | $21M |
| 67 | CITADEL ADVISORS LLC | 96K | $21M |
| 68 | PICTON MAHONEY ASSET MANAGEMENT | 92K | $20M |
| 69 | KENNEDY CAPITAL MANAGEMENT LLC | 85K | $18M |
| 70 | SEI INVESTMENTS CO | 81K | $18M |
| 71 | ROYAL BANK OF CANADA | 80K | $17M |
| 72 | Legal & General Group Plc | 78K | $17M |
| 73 | Schonfeld Strategic Advisors LLC | 78K | $17M |
| 74 | Universal- Beteiligungs- und Servicegesellschaft mbH | 77K | $17M |
| 75 | Quantinno Capital Management LP | 75K | $16M |
| 76 | ALLIANCEBERNSTEIN L.P. | 66K | $16M |
| 77 | BNP PARIBAS FINANCIAL MARKETS | 72K | $16M |
| 78 | ZACKS INVESTMENT MANAGEMENT | 71K | $15M |
| 79 | PRINCIPAL FINANCIAL GROUP INC | 67K | $15M |
| 80 | AMERIPRISE FINANCIAL INC | 64K | $14M |
| 81 | Shay Capital LLC | 62K | $14M |
| 82 | Corient Private Wealth LLC | 59K | $13M |
| 83 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 59K | $13M |
| 84 | LOS ANGELES CAPITAL MANAGEMENT LLC | 57K | $13M |
| 85 | Mitsubishi UFJ Asset Management Co., Ltd. | 57K | $12M |
| 86 | RAYMOND JAMES FINANCIAL INC | 52K | $11M |
| 87 | BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 51K | $11M |
| 88 | Russell Investments Group, Ltd. | 50K | $11M |
| 89 | Balyasny Asset Management L.P. | 50K | $11M |
| 90 | Allspring Global Investments Holdings, LLC | 46K | $10M |
| 91 | VANGUARD ASSET MANAGEMENT, Ltd | 45K | $10M |
| 92 | JANUS HENDERSON GROUP PLC | 45K | $10M |
| 93 | THORNBURG INVESTMENT MANAGEMENT INC | 44K | $10M |
| 94 | LAZARD ASSET MANAGEMENT LLC | 44K | $10M |
| 95 | BANK OF MONTREAL /CAN/ | 44K | $9M |
| 96 | CANADA PENSION PLAN INVESTMENT BOARD | 43K | $9M |
| 97 | CITIGROUP INC | 43K | $9M |
| 98 | D. E. Shaw & Co., Inc. | 43K | $9M |
| 99 | TEACHER RETIREMENT SYSTEM OF TEXAS | 42K | $9M |
| 100 | Boston Partners | 41K | $9M |
Data source: SEC EDGAR Form 13F · Updated 2026-07-09