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Allianz SE (ALIZY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Ativo Capital Management LLC
DECREASED
Shares41,214 from 41,216
Change-2 (0%)
Value$1.9M (-$5.8K)
Filed 2026-10-27
Sterling Capital Management LLC
INCREASED
Shares30,387 from 24,251
Change+6,136 (+25%)
Value$1.4M (+$288.7K)
Filed 2026-10-22
Gamma Investing LLC
INCREASED
Shares25,132 from 21,941
Change+3,191 (+15%)
Value$1.2M (+$146.8K)
Filed 2026-10-08
Enterprise Financial Services Corp
INCREASED
Shares9,450 from 9,300
Change+150 (+2%)
Value$444.0K (+$5.7K)
Filed 2026-11-03
PNC Financial Services Group, Inc.
DECREASED
Shares8,549 from 9,039
Change-490 (-5%)
Value$401.6K (-$24.3K)
Filed 2026-11-06
Canopy Partners, LLC
UNCHANGED
Shares8,380 from 8,380
Change0 (0%)
Value$393.7K (-$1.2K)
Filed 2026-10-28
First Command Advisory Services, Inc.
INCREASED
Shares4,255 from 810
Change+3,445 (+425%)
Value$199.9K (+$161.7K)
Filed 2026-11-05
Alta Capital Management LLC/
NEW
Shares3,664
Change+3,664
Value$172.1K
Filed 2026-10-26
Atlas Capital Advisors Inc.
DECREASED
Shares1,816 from 1,948
Change-132 (-7%)
Value$1.3M (+$1.2M)
Filed 2026-11-09
Boyd Watterson Asset Management LLC
UNCHANGED
Shares1,025 from 1,025
Change0 (0%)
Value$48.5K (-$61)
Filed 2026-11-06
Ascentis Wealth Management, LLC
NEW
Shares330
Change+330
Value$15.5K
Filed 2026-11-03
RMG Wealth Management LLC
NEW
Shares310
Change+310
Value$15.1K
Filed 2026-10-26
Gleason Group, Inc.
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$5.9K (-$8)
Filed 2026-10-15
Hantz Financial Services, Inc.
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$1 ($0)
Filed 2026-11-09
Great Lakes Advisors, LLC
CLOSED
Shares0 from 60,429
Change-60,429 (-100%)
Value$0 (-$2.8M)
Filed 2026-11-06
Chicago Trust Co NA
CLOSED
Shares0 from 9,257
Change-9,257 (-100%)
Value$0 (-$438.3K)
Filed 2026-10-28
Riverbridge Partners LLC
CLOSED
Shares0 from 6,903
Change-6,903 (-100%)
Value$0 (-$325.3K)
Filed 2026-11-05
Diversified Trust Co
CLOSED
Shares0 from 5,636
Change-5,636 (-100%)
Value$0 (-$266.8K)
Filed 2026-11-06
Paradigm Asset Management Co LLC
CLOSED
Shares0 from 2,400
Change-2,400 (-100%)
Value$0 (-$113.1K)
Filed 2026-11-05
Salomon & Ludwin, LLC
CLOSED
Shares0 from 2,196
Change-2,196 (-100%)
Value$0 (-$103.4K)
Filed 2026-10-29
SIT Investment Associates Inc
N/A
Shares— from 137,858
Change-137,858 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 109,389
Change-109,389 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 13,780
Change-13,780 (-100%)
Value—
Calydon Capital
N/A
Shares— from 10,452
Change-10,452 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 4,729
Change-4,729 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 742
Change-742 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 275
Change-275 (-100%)
Value—
Status
Ativo Capital Management LLC
DECREASED41,21441,216-20%$1.9M$1.9M-$5.8K2026-10-27
Sterling Capital Management LLC
INCREASED30,38724,251+6,136+25%$1.1M$1.4M+$288.7K2026-10-22
Gamma Investing LLC
INCREASED25,13221,941+3,191+15%$1.0M$1.2M+$146.8K2026-10-08
Enterprise Financial Services Corp
INCREASED9,4509,300+150+2%$438.2K$444.0K+$5.7K2026-11-03
PNC Financial Services Group, Inc.
DECREASED8,5499,039-490-5%$425.9K$401.6K-$24.3K2026-11-06
Canopy Partners, LLC
UNCHANGED8,3808,38000%$394.9K$393.7K-$1.2K2026-10-28
First Command Advisory Services, Inc.
INCREASED4,255810+3,445+425%$38.2K$199.9K+$161.7K2026-11-05
Alta Capital Management LLC/
NEW3,664—+3,664——$172.1K—2026-10-26
Atlas Capital Advisors Inc.
DECREASED1,8161,948-132-7%$91.8K$1.3M+$1.2M2026-11-09
Boyd Watterson Asset Management LLC
UNCHANGED1,0251,02500%$48.5K$48.5K-$612026-11-06
Ascentis Wealth Management, LLC
NEW330—+330——$15.5K—2026-11-03
RMG Wealth Management LLC
NEW310—+310——$15.1K—2026-10-26
Gleason Group, Inc.
UNCHANGED12412400%$5.9K$5.9K-$82026-10-15
Hantz Financial Services, Inc.
UNCHANGED272700%$1$1$02026-11-09
Great Lakes Advisors, LLC
CLOSED060,429-60,429-100%$2.8M$0-$2.8M2026-11-06
Chicago Trust Co NA
CLOSED09,257-9,257-100%$438.3K$0-$438.3K2026-10-28
Riverbridge Partners LLC
CLOSED06,903-6,903-100%$325.3K$0-$325.3K2026-11-05
Diversified Trust Co
CLOSED05,636-5,636-100%$266.8K$0-$266.8K2026-11-06
Paradigm Asset Management Co LLC
CLOSED02,400-2,400-100%$113.1K$0-$113.1K2026-11-05
Salomon & Ludwin, LLC
CLOSED02,196-2,196-100%$103.4K$0-$103.4K2026-10-29
SIT Investment Associates Inc
N/A—137,858-137,858-100%$6.5M———
Rhumbline Advisers
N/A—109,389-109,389-100%$5.2M———
RNC Capital Management LLC
N/A—13,780-13,780-100%$649.3K———
Calydon Capital
N/A—10,452-10,452-100%$503.8K———
Huntington National Bank
N/A—4,729-4,729-100%$223.9K———
Wellington-Altus USA Inc.
N/A—742-742-100%$30.7K———
IMA Advisory Services, Inc.
N/A—275-275-100%$13.0K———
Showing 27 of 27 institutions