​
​

American Equity Investment Life Ownership | Who Owns American Equity Investment Life?

OverviewForecastRevenueFinancialsChart

American Equity Investment Life Ownership Summary

American Equity Investment Life is owned by 95.45% institutional investors, and 4.55% retail investors. Algert global is the largest institutional shareholder, holding 0% of AEL shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.60% of its assets in American Equity Investment Life shares.

AEL Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockAmerican Equity Investment Life95.45%-4.55%
SectorFinancial Services Stocks 43.55%12.63%43.82%
IndustryLife Insurance Stocks 60.14%7.66%32.20%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Algert global---
Gabelli funds---
First trust capital management---
Woodline partners lp---
Red tortoise---
Price t rowe associates inc /md/---
Nexpoint asset management---
Geode capital management---
Voya investment management---
Beacon capital management---

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Algert global---
Gabelli funds---
First trust capital management---
Woodline partners lp---
Red tortoise---
Price t rowe associates inc /md/---
Nexpoint asset management---
Geode capital management---
Voya investment management---
Beacon capital management---

Top Buyers

HolderShares% AssetsChange
Fortitude family office---6.00
Ci investments---9.00
Spire wealth management---10.00
Rothschild investment---10.00
Parkside financial bank & trust---13.00

Top Sellers

HolderShares% AssetsChange
Brookfield corp /on/---15.89M
Blackrock---10.91M
Vanguard group---8.27M
Dimensional fund advisors lp---4.81M
State street---2.93M

Sold Out

HolderChange
Fortitude family office-6.00
Ci investments-9.00
Spire wealth management-10.00
Rothschild investment-10.00
Parkside financial bank & trust-13.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 2024246-2.38%75,465,2931.26%951.07%105-5.41%88-2.22%
Dec 31, 2023252-1.56%74,524,0672.26%941.08%11113.27%90-14.29%
Sep 30, 2023256-4.48%72,878,545-3.15%931.00%98-14.78%105-
Jun 30, 20232681.52%75,247,261-4.62%961.08%1151.77%105-2.78%
Mar 31, 2023264-7.04%78,889,832-4.33%941.14%113-15.67%1085.88%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv2.47M3.60%40.45K
Vanguard Small Cap Index2.02M2.94%-4.07K
DFA US Small Cap Value I1.55M2.25%-110.81K
First Trust Merger Arbitrage Cl I1.39M2.02%454.75K
Vanguard Small Cap Value Index Inv1.36M1.97%-7.93K
Vanguard Institutional Extnd Mkt Idx Tr901.41K1.31%-15.68K
Fidelity Small Cap Index778.50K1.13%-18.99K
DFA US Targeted Value I700.59K1.02%-34.07K
The Merger Fund A531.90K0.77%204.31K
DFA US Small Cap I482.38K0.70%-82.31K

Recent Insider Transactions

DateNameRoleActivityValue
Mar 03, 2023Lummus Dewayne SVP & Chief Accounting OfficerBuy$84.40
Jun 02, 2023Lummus Dewayne SVP & Chief Accounting OfficerBuy$20.11K
May 17, 2023Lummus Dewayne SVP & Chief Accounting OfficerBuy$15.09K
May 15, 2023Lummus Dewayne SVP & Chief Accounting OfficerBuy$3.77K
Jun 16, 2023Lummus Dewayne SVP & Chief Accounting OfficerBuy$3.36K

Insider Transactions Trends

DateBuySell
2025 Q1--
2024 Q2--
2024 Q1--
2023 Q4--
2023 Q3-12

AEL Ownership FAQ

Who Owns American Equity Investment Life?

American Equity Investment Life shareholders are primarily institutional investors at 95.45%, followed by 0% insiders and 0% retail investors. The average institutional ownership in American Equity Investment Life's industry, Life Insurance Stocks , is 60.14%, which American Equity Investment Life exceeds.

Who owns the most shares of American Equity Investment Life?

American Equity Investment Life’s largest shareholders are Algert global (0 shares, 0%), Gabelli funds (0 shares, 0%), and First trust capital management (0 shares, 0%). Together, they hold 0% of American Equity Investment Life’s total shares outstanding.

Does Blackrock own American Equity Investment Life?

BlackRock is not among the top 10 institutional shareholders of American Equity Investment Life.

Who is American Equity Investment Life’s biggest shareholder by percentage of total assets invested?

Algert global is American Equity Investment Life’s biggest shareholder by percentage of total assets invested, with 0% of its assets in 0 American Equity Investment Life shares, valued at 0$.

Who is the top mutual fund holder of American Equity Investment Life shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of American Equity Investment Life shares, with 3.60% of its total shares outstanding invested in 2.47M American Equity Investment Life shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools