ALLIANZ SE - ALIZY
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 138,434 | 6,368 | 7.81% | 0.14% | 1 | -22,200 | -13.82% | Q4 2025 | Feb 25, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 98,136 | 4,514 | 0.0% | 0.0% | 2 | +22,757 | 30.19% | Q4 2025 | Feb 13, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 45,336 | 2,085 | 0.02% | 0.01% | 3 | +4,000 | 9.68% | Q4 2025 | Feb 12, 2026 |
| Ativo Capital Management LLC | History | Reduced | 41,216 | 1,895 | 1.66% | 1.56% | 4 | -2,740 | -6.23% | Q4 2025 | Feb 02, 2026 |
| Sterling Capital Management LLC | History | Reduced | 28,991 | 1,329 | 0.02% | 0.02% | 5 | -2,760 | -8.69% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Added to | 18,448 | 848 | 0.04% | 0.04% | 6 | +1,412 | 8.29% | Q4 2025 | Jan 05, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | Added to | 14,497 | 666 | 0.03% | 0.03% | 7 | +556 | 3.99% | Q4 2025 | Feb 03, 2026 |
| Calydon Capital | History | Reduced | 10,510 | 483 | 0.08% | 0.07% | 8 | -171 | -1.6% | Q4 2025 | Feb 17, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | Added to | 9,130 | 419 | 0.21% | 0.19% | 9 | +270 | 3.05% | Q4 2025 | Jan 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 9,027 | 415 | 0.0% | 0.0% | 10 | -86 | -0.94% | Q4 2025 | Feb 06, 2026 |
| Canopy Partners, LLC | History | Added to | 8,790 | 404 | 0.13% | 0.12% | 11 | +140 | 1.62% | Q4 2025 | Feb 12, 2026 |
| CHICAGO TRUST Co NA | History | Added to | 7,610 | 349 | 0.05% | 0.04% | 12 | +67 | 0.89% | Q4 2025 | Feb 17, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Reduced | 6,903 | 317 | 0.01% | 0.0% | 13 | -68 | -0.98% | Q4 2025 | Jan 13, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 5,471 | 251 | 0.01% | 0.01% | 14 | +288 | 5.56% | Q4 2025 | Feb 04, 2026 |
| Diversified Trust Co | History | Added to | 5,436 | 249 | 0.0% | 0.0% | 15 | +545 | 11.14% | Q4 2025 | Jan 09, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 2,698 | 124 | 0.01% | — | 16 | +2,698 | New | Q4 2025 | Feb 13, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 2,611 | 120 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,585 | 72 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,278 | 58 | 0.0% | 0.0% | 19 | +85 | 7.12% | Q4 2025 | Jan 29, 2026 |
| Ancora Advisors LLC | History | New | 1,101 | 50 | 0.0% | — | 20 | +1,101 | New | Q4 2025 | Feb 17, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 1,025 | 47 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Signature Equity Partners, LLC | History | New | 409 | 18 | 0.01% | — | 23 | +409 | New | Q4 2025 | Feb 17, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 392 | 18 | 0.0% | — | 22 | +392 | New | Q4 2025 | Jan 30, 2026 |
| RMG Wealth Management LLC | History | New | 310 | 13 | 0.0% | — | 24 | +310 | New | Q4 2025 | Jan 29, 2026 |
| IMA Advisory Services, Inc. | History | New | 139 | 6 | 0.0% | — | 25 | +139 | New | Q4 2025 | Feb 11, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Reduced | 141 | 6 | 0.0% | 0.0% | 26 | -138 | -49.46% | Q4 2025 | Jan 23, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 91 | 4 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 46 | 2 | 0.0% | — | 28 | +46 | New | Q4 2025 | Feb 09, 2026 |