AEP Institutional Ownership
Top institutional (13F) holders of AEP and 5%+ (13D/G) positions, sourced from SEC EDGAR.
Institutional owners
57
Institutional value
$45.2B
Top holder
BlackRock, Inc.
Top holders
| Holder | Stake | Filed | Value |
|---|---|---|---|
| BlackRock, Inc.holding company | 9.4% | Aug 7, 2026 | $6.98B |
| Vanguard Capital Managementinvestment advisor | 6.5% | Aug 13, 2026 | $4.86B |
| STATE STREET CORPORATIONholding company | 5.7% | Sep 22, 2026 | $4.21B |
| Vanguard Portfolio Managementinvestment advisor | 4.3% | Aug 13, 2026 | $3.21B |
| Invesco Ltd.holding company | 3.6% | Aug 14, 2026 | $2.67B |
| MORGAN STANLEYholding company | 3.5% | Aug 13, 2026 | $2.6B |
| WELLINGTON MANAGEMENT GROUP LLPinvestment advisor | 2.5% | Aug 14, 2026 | $1.9B |
| GEODE CAPITAL MANAGEMENT, LLCinvestment advisor | 2.7% | Nov 6, 2026 | $1.73B |
| BANK OF AMERICA CORP /DE/holding company | 2.3% | Aug 14, 2026 | $1.68B |
| GOLDMAN SACHS GROUP INCinvestment advisor | 2.0% | Aug 14, 2026 | $1.51B |
| Ameriprise Financial, Inc.holding company | 1.8% | Aug 14, 2026 | $1.33B |
| FMR LLCinvestment advisor | 1.7% | Aug 13, 2026 | $1.27B |
| FRANKLIN RESOURCES INCinvestment advisor | 1.7% | Aug 13, 2026 | $1.25B |
| Dodge & Coxinvestment advisor | 1.6% | Aug 13, 2026 | $1.19B |
| ROYAL BANK OF CANADAholding company | 1.1% | Aug 14, 2026 | $819.66M |
| AllianceBernstein L.P.investment advisor | 1.0% | Aug 14, 2026 | $707.6M |
| MILLENNIUM MANAGEMENT LLCinvestment advisor | 0.9% | Aug 14, 2026 | $656.53M |
| NORTHERN TRUST CORPinvestment advisor | 0.9% | Aug 13, 2026 | $636.31M |
| Massachusetts Financial Services Companyinvestment advisor | 0.8% | Aug 3, 2026 | $572.65M |
| WELLS FARGO & COMPANY/MNinvestment advisor | 0.7% | Aug 14, 2026 | $546.71M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INCinvestment advisor | 0.7% | Aug 14, 2026 | $488.26M |
| CITIGROUP INCinvestment advisor | 0.7% | Nov 4, 2026 | $483.81M |
| Bank of New York Mellon Corpholding company | 0.7% | Nov 5, 2026 | $426.29M |
| UBS Group AGbank | 0.5% | Aug 13, 2026 | $346.98M |
| JPMORGAN CHASE & COholding company | 0.5% | Aug 12, 2026 | $344.03M |
5%+ holders
Current stakes of 5% or more from Schedule 13D and 13G filings. A joint filing shows once, under its lead filer.
| Holder | Form | Stake | Filed |
|---|---|---|---|
| Vanguard Capital Managementinvestment advisor | SC 13G | 7.5% | Apr 29, 2026 |
| BlackRock, Inc.holding company | SC 13G/A | 7.5% | Apr 17, 2025 |
| Wellington Management Company LLPinvestment advisorwith Wellington Group Holdings LLP and 2 others | SC 13G | 5.4% | Feb 8, 2024 |
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Source: SEC EDGAR Schedule 13D / 13G and 13F filings.