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AES — Aes Corp Institutional Holders · Q3 2026

Who owns Aes Corp (AES)? 27 institutions reported holding $9.05M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Douglas Lane & Associates, LLC ($3.5M), Investors Research Corp ($1.5M), Farther Finance Advisors, LLC ($888,653).

RankInstitutionValueSharesChange
1Douglas Lane & Associates, LLC$3.5M232,287Trimmed
2Investors Research Corp$1.5M99,346Trimmed
3Farther Finance Advisors, LLC$888,65359,641Added
4GAMMA Investing LLC$744,77749,985Added
5AVITY INVESTMENT MANAGEMENT INC.$596,00040,000Trimmed
6Ridgewood Investments LLC$454,97230,535Trimmed
7CX Institutional$293,00019,652Added
8Kaizen Financial Strategies$265,92017,847Added
9Wedmont Private Capital$254,97517,078Added
10Venture Visionary Partners LLC$199,47013,387Trimmed
11Bullock Wealth Management Group$162,64310,901Hold
12CoreCap Advisors, LLC$84,7685,689Trimmed
13Versant Capital Management, Inc$56,0843,764Trimmed
14MassMutual Private Wealth & Trust, FSB$55,2193,706Trimmed
15Byrne Asset Management LLC$17,4561,170Trimmed
16EASTERN BANK$12,665850Hold
17ELEVATION WEALTH PARTNERS, LLC$8,381562Added
18Bangor Savings Bank$5,513370Hold
19GK Wealth Management LLC$2,015135New
20Paladin Partners, LLC$1,490100Hold
21TOTH FINANCIAL ADVISORY CORP$1,490100Trimmed
22Planning Strategies Inc.$1,14777Added
23Retirement Wealth Solutions LLC$1,13376Added
24Davis Capital Management$453New
25AMERICAN NATIONAL BANK & TRUST$00Exited

Source: SEC Form 13F filings · as of 2026-09-30