Company · Ownership research

APARTMENT INVESTMENT & MANAGEMENT CO AIV

CIK 0000922864 · CUSIP 03748R747

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 03748R747 (AIV), not CUSIP 03748R957 (AIV), CUSIP 03748R907 (AIV), CUSIP 03748R754 (AIV), and does not merge CUSIPs.

This page lists the top 20 of 53 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	THOMPSON SIEGEL & WALMSLEY LLC CIK 1008322 · View history	$9.13M 4,608,759 shares	0.17%	+1.91M(+70.50%)Added	SEC filing ↗ Nov 5, 2026	▾
02	LPL Financial LLC CIK 1403438 · View history	$3.29M 1,660,991 shares	0.00%	+27.59K(+1.70%)Added	SEC filing ↗ Nov 6, 2026	▾
03	Beverly Hills Private Wealth, LLC CIK 1965710 · View history	$1.51M 761,081 shares	0.26%	+244.98K(+47.50%)Added	SEC filing ↗ Nov 4, 2026	▾
04	MACKENZIE FINANCIAL CORP CIK 919859 · View history	$930.51K 469,957 shares	0.00%	+469.96KNew	SEC filing ↗ Nov 2, 2026	▾
05	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$581.51K 293,694 shares	0.00%	+12.50K(+4.40%)Added	SEC filing ↗ Nov 6, 2026	▾
06	Creative Planning CIK 1540235 · View history	$248.58K 125,547 shares	0.00%	+80.62K(+179.50%)Added	SEC filing ↗ Nov 2, 2026	▾
07	Merited Wealth, LLC CIK 2123943 · View history	$220.34K 111,283 shares	0.15%	+111.28KNew	SEC filing ↗ Oct 13, 2026	▾
08	EVERGREEN CAPITAL MANAGEMENT LLC CIK 1260824 · View history	$217.79K 109,994 shares	0.00%	-42.59K(-27.90%)Reduced	SEC filing ↗ Oct 23, 2026	▾
09	OP Asset Management Ltd CIK 2097005 · View history	$194.41K 98,186 shares	0.00%	+17.62K(+21.90%)Added	SEC filing ↗ Nov 5, 2026	▾
10	SIGNATUREFD, LLC CIK 1456048 · View history	$181.05K 91,440 shares	0.00%	+77.96K(+578.30%)Added	SEC filing ↗ Oct 23, 2026	▾
11	BARCLAYS PLC CIK 312069 · View history	$126.23K 63,753 shares	0.00%	-2.24K(-3.40%)Reduced	SEC filing ↗ Nov 6, 2026	▾
12	Ullmann Wealth Partners Group, LLC CIK 1697725 · View history	$87.20K 44,043 shares	0.01%	+44.04KNew	SEC filing ↗ Nov 2, 2026	▾
13	Clear Harbor Asset Management, LLC CIK 1511857 · View history	$83.26K 42,050 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 5, 2026	▾
14	Forum Financial Management, LP CIK 1911832 · View history	$70.61K 35,663 shares	0.00%	+35.66KNew	SEC filing ↗ Oct 16, 2026	▾
15	Savant Capital, LLC CIK 1482880 · View history	$54.44K 27,492 shares	0.00%	+27.49KNew	SEC filing ↗ Nov 6, 2026	▾
16	T3 Companies, LLC CIK 2052441 · View history	$49.50K 25,000 shares	0.05%	-5.00K(-16.70%)Reduced	SEC filing ↗ Oct 22, 2026	▾
17	State of Wyoming CIK 1821626 · View history	$45.84K 23,150 shares	0.00%	-25.51K(-52.40%)Reduced	SEC filing ↗ Oct 28, 2026	▾
18	Achmea Investment Management B.V. CIK 1697765 · View history	$41.03K 20,704 shares	0.00%	+20.70KNew	SEC filing ↗ Oct 30, 2026	▾
19	Old Port Advisors CIK 1744348 · View history	$35.95K 18,159 shares	0.01%	+18.16KNew	SEC filing ↗ Oct 23, 2026	▾
20	Abacus Wealth Partners, LLC CIK 1978011 · View history	$32.87K 16,600 shares	0.00%	+16.60KNew	SEC filing ↗ Nov 3, 2026	▾

Showing 20 / 53 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

8,755,541

Not deduplicated across managers

Disclosed value

$17.33M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

APARTMENT INVESTMENT & MANAGEMENT CO · Q3 2026

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This page includes 20 of 53 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.