AEBI · Aebi Schmidt Holding AG · Holdings

$11.99 -0.37 (-2.99%) At close · Sep 10

Russell 2000 member Rebalance outlook locked

Market Cap

$959.18M

77.60M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 134

Total Value: $389,162,517

Total Shares: 31,009,165

Showing 1–100 of 134 holdings by value · page 1 of 2

Institutional Ownership Trend

5 quarters

Superinvestors Holding AEBI

All superinvestors →

Mario Gabelli $2,911,600

Holder Concentration

Across 134 13F filers · Δ vs Mar 31, 2026

Top Holder

13.9%

+0.7 pts

Top 5

47.5%

+1.0 pts

Top 10

65.3%

+0.7 pts

HHI

605

Broadly held+10

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -6

Institutional value: +28.7%

Shares held: -0.4%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Small Meros Investment Management, LP	+314,407	451,816
Small Medina Value Partners, LLC	+301,195	1,903,833
Large PZENA INVESTMENT MANAGEMENT LLC	+208,487	4,319,337
Mega BlackRock, Inc.	+181,810	3,237,791
Mid CSM Advisors, LLC	+175,391	712,010

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega T. Rowe Price Investment Management, Inc.	−440,084	3,377,528
Large RENAISSANCE TECHNOLOGIES LLC	−121,000	21,200
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	−99,823	519
Large First Eagle Investment Management, LLC	−65,889	245,300
Mega MORGAN STANLEY	−50,682	164,982

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega FIRST TRUST ADVISORS LP	173,518	$2,177,650
Large LAZARD ASSET MANAGEMENT LLC	137,661	$1,727,645
Mega Boston Partners	132,360	$1,661,118
Mid ALGERT GLOBAL LLC	117,492	$1,474,524
Mid EASTERLY INVESTMENT PARTNERS LLC	107,175	$1,345,046

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mid Ancora Advisors LLC	985,500	$9,569,205
Small 4D Advisors, LLC	350,000	$3,398,500
Small Olstein Capital Management, L.P.	127,000	$1,233,170
Mega MILLENNIUM MANAGEMENT LLC	94,484	$917,439
Mega JANUS HENDERSON GROUP PLC	77,708	$754,544

Filter: New 15 Increased 49 Reduced 44 Sold out 21 Unchanged 26

Showing 100 of 134

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

PZENA INVESTMENT MANAGEMENT LLC

$54,207,679

13.93%

4,319,337

T. Rowe Price Investment Management, Inc.

$42,387,976

10.89%

3,377,528

BlackRock, Inc.

$40,634,273

10.44%

3,237,791

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	233,968	$2,936,298	7.2%	Sole
BlackRock Asset Management Canada Ltd	38,076	$477,853	1.2%	Sole
BlackRock Investment Management, LLC	114,813	$1,440,903	3.5%	Sole
BLACKROCK ADVISORS LLC	286,965	$3,601,410	8.9%	Sole
BlackRock Fund Advisors	1,621,033	$20,343,964	50.1%	Sole
BlackRock Institutional Trust Company, N.A.	846,626	$10,625,156	26.1%	Sole
BlackRock Fund Managers Ltd.	6,926	$86,921	0.2%	Sole
BlackRock (Netherlands) B.V.	597	$7,492	0.0%	Sole
BlackRock Asset Management Ireland Ltd	13,650	$171,307	0.4%	Sole
BlackRock Asset Management Schweiz AG	6,457	$81,035	0.2%	Sole
Aperio Group, LLC	68,680	$861,934	2.1%	Sole

Medina Value Partners, LLC

$23,893,104

6.14%

1,903,833

Zuckerman Investment Group, LLC

$23,566,804

6.06%

1,877,833

DIMENSIONAL FUND ADVISORS LP

$18,976,715

4.88%

1,512,089

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	3,696	$46,384	0.2%	Defined
DFA Australia Ltd.	10,198	$127,984	0.7%	Defined
Dimensional Ireland Ltd	55,111	$691,643	3.6%	Defined
Held directly	1,443,084	$18,110,704	95.4%	Sole

ROYCE & ASSOCIATES LP

$16,316,832

4.19%

1,300,146

LOOMIS SAYLES & CO L P

$12,739,429

3.27%

1,015,094

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
LOOMIS SAYLES TRUST COMPANY, LLC	131,408	$1,649,170	12.9%	Defined
Held directly	883,686	$11,090,259	87.1%	Defined

NewEdge Wealth, LLC

$10,979,530

2.82%

874,863

GOLDMAN SACHS GROUP INC

$10,384,057

2.67%

827,415

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	65,824	$826,091	8.0%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	746,966	$9,374,423	90.3%	Defined
Goldman Sachs Trust Company, N.A. joint	14,625	$183,543	1.8%	Other

CSM Advisors, LLC

$8,935,725

2.30%

712,010

SCHWERIN BOYLE CAPITAL MANAGEMENT INC

$8,684,010

2.23%

691,953

Russell Investments Group, Ltd.

$8,662,747

2.23%

690,259

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	317,113	$3,979,767	45.9%	Defined
Russell Investments Canada Limited	2,123	$26,643	0.3%	Defined
Russell Investments Capital, LLC	147,791	$1,854,777	21.4%	Defined
Russell Investments France SAS	42,897	$538,357	6.2%	Defined
Russell Investments Limited	2,799	$35,127	0.4%	Defined
Russell Investments Trust Company	177,536	$2,228,076	25.7%	Defined

STATE STREET CORP

$8,595,595

2.21%

684,908

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	684,908	$8,595,595	100.0%	Defined

GEODE CAPITAL MANAGEMENT, LLC

$7,096,497

1.82%

565,458

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	55,513	$696,688	9.8%	Defined
Held directly	509,945	$6,399,809	90.2%	Defined

Vontobel Holding Ltd.

$6,312,035

1.62%

502,951

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK VONTOBEL AG	502,951	$6,312,035	100.0%	Defined

KENNEDY CAPITAL MANAGEMENT LLC

$5,867,012

1.51%

467,491

Meros Investment Management, LP

$5,670,290

1.46%

451,816

D. E. Shaw & Co., Inc.

$5,219,494

1.34%

415,896

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	298,084	$3,740,954	71.7%	Defined
D. E. Shaw Investment Management, L.L.C. joint	117,812	$1,478,540	28.3%	Defined

KIRR MARBACH & CO LLC /IN/

$4,400,983

1.13%

350,676

Congruence Capital, LLC

$3,900,175

1.00%

310,771

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SummitTX Capital, L.P.	184,286	$2,312,789	59.3%	Other
Held directly	126,485	$1,587,386	40.7%	Sole

VANGUARD PORTFOLIO MANAGEMENT LLC

$3,735,570

0.96%

297,655

First Eagle Investment Management, LLC

$3,078,515

0.79%

245,300

NORTHERN TRUST CORP

$3,068,874

0.79%

244,532

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	226,186	$2,838,633	92.5%	Defined
NORTHERN TRUST GLOBAL INVESTMENTS LTD	12,448	$156,222	5.1%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	5,898	$74,019	2.4%	Other

Atom Investors LP

$2,987,088

0.77%

238,015

Orchard Capital Management, LLC

$2,948,860

0.76%

234,969

PNC FINANCIAL SERVICES GROUP, INC.

$2,919,694

0.75%

232,645

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	232,645	$2,919,694	100.0%	Defined

GAMCO INVESTORS, INC. ET AL

$2,911,600

0.75%

232,000

UBS Group AG

$2,424,257

0.62%

193,168

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	1,079	$13,541	0.6%	Defined
UBS AG	165,200	$2,073,260	85.5%	Defined
UBS Switzerland AG	26,864	$337,143	13.9%	Defined
UBS Securities LLC	25	$313	0.0%	Defined

FIRST TRUST ADVISORS LP

$2,177,650

0.56%

173,518

MORGAN STANLEY

$2,070,521

0.53%

164,982

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	713	$8,948	0.4%	Defined
MORGAN STANLEY & CO. LLC	10,293	$129,177	6.2%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	2,347	$29,454	1.4%	Defined
MORGAN STANLEY SMITH BARNEY LLC	72,825	$913,953	44.1%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	78,804	$988,989	47.8%	Defined

LAZARD ASSET MANAGEMENT LLC

$1,727,645

0.44%

137,661

Quantinno Capital Management LP

$1,677,382

0.43%

133,656

Boston Partners

$1,661,118

0.43%

132,360

VOYA INVESTMENT MANAGEMENT LLC

$1,487,187

0.38%

118,501

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Voya Investment Management Co. LLC joint	118,501	$1,487,187	100.0%	Defined

Nuveen, LLC

$1,483,271

0.38%

118,189

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	6,037	$75,764	5.1%	Defined
TEACHERS ADVISORS, LLC joint	112,152	$1,407,507	94.9%	Defined

ALGERT GLOBAL LLC

$1,474,524

0.38%

117,492

EASTERLY INVESTMENT PARTNERS LLC

$1,345,046

0.35%

107,175

Bank of New York Mellon Corp

$1,265,539

0.33%

100,840

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	40,661	$510,295	40.3%	Defined
The Bank of New York Mellon	59,723	$749,523	59.2%	Defined
BNY Mellon, NA joint	455	$5,709	0.5%	Defined
Held directly	1	$12	0.0%	Defined

Pacific Ridge Capital Partners, LLC

$1,191,446

0.31%

94,936

Corient Private Wealth LLC

$1,181,695

0.30%

94,159

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$1,148,149

0.30%

91,486

North Star Investment Management Corp.

$953,800

0.25%

76,000

Swiss National Bank

$926,190

0.24%

73,800

STATE OF WISCONSIN INVESTMENT BOARD

$828,036

0.21%

65,979

BANK OF AMERICA CORP /DE/

$799,296

0.21%

63,689

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	36,905	$463,157	57.9%	Defined
MANAGED ACCOUNT ADVISORS LLC	26,784	$336,139	42.1%	Defined

XTX Topco Ltd

$783,232

0.20%

62,409

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	62,409	$783,232	100.0%	Defined

AMERICAN CENTURY COMPANIES INC

$648,584

0.17%

51,680

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	51,680	$648,584	100.0%	Defined

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

$628,930

0.16%

50,114

GABELLI FUNDS LLC

$614,950

0.16%

49,000

RHUMBLINE ADVISERS

$600,542

0.15%

47,852

SEI INVESTMENTS CO

$495,875

0.13%

39,512

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI INVESTMENTS MANAGEMENT CORP	46	$577	0.1%	Sole
SEI TRUST CO	39,466	$495,298	99.9%	Sole

DEUTSCHE BANK AG\

$477,138

0.12%

38,019

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS Investments UK Ltd	38,019	$477,138	100.0%	Defined

AQR CAPITAL MANAGEMENT LLC

$436,060

0.11%

34,746

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Petros Family Wealth, LLC	1	$12	0.0%	Other
Arax Advisory Partners	231	$2,899	0.7%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	254	$3,187	0.7%	Other
Stokes Family Office, LLC	81	$1,016	0.2%	Other
Held directly	34,179	$428,946	98.4%	Defined

WELLS FARGO & COMPANY/MN

$397,206

0.10%

31,650

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	31,649	$397,194	100.0%	Defined
WELLS FARGO CLEARING SERVICES, LLC	1	$12	0.0%	Defined

PRICE T ROWE ASSOCIATES INC /MD/

$392,325

0.10%

31,261

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	31,261	$392,325	100.0%	Defined

ALLIANCEBERNSTEIN L.P.

$354,600

0.09%

28,255

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	28,255	$354,600	100.0%	Defined

OPPENHEIMER ASSET MANAGEMENT INC.

$346,919

0.09%

27,643

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ancora Advisors	27,643	$346,919	100.0%	Other

ALLSTATE CORP

$344,949

0.09%

27,486

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ALLSTATE INVESTMENTS LLC	27,486	$344,949	100.0%	Sole

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$336,013

0.09%

26,774

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	26,774	$336,013	100.0%	Other

LOS ANGELES CAPITAL MANAGEMENT LLC

$323,388

0.08%

25,768

HSBC HOLDINGS PLC

$323,262

0.08%

25,758

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
HSBC BANK PLC	25,758	$323,262	100.0%	Defined

VANGUARD ASSET MANAGEMENT, Ltd

$319,259

0.08%

25,439

BARCLAYS PLC

$289,753

0.07%

23,088

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	11,874	$149,018	51.4%	Defined
BARCLAYS CAPITAL INC.	11,214	$140,735	48.6%	Defined

Zurcher Kantonalbank (Zurich Cantonalbank)

$287,608

0.07%

22,917

Legal & General Group Plc

$281,657

0.07%

22,443

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	3,678	$46,158	16.4%	Defined
Legal & General Investment Management Ltd joint	18,765	$235,499	83.6%	Defined

TRUIST FINANCIAL CORP

$280,655

0.07%

22,363

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TRUIST BANK /NC/	22,363	$280,655	100.0%	Defined

MetLife Investment Management, LLC

$275,936

0.07%

21,987

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	21,987	$275,936	100.0%	Defined

RENAISSANCE TECHNOLOGIES LLC

$266,060

0.07%

21,200

Invesco Ltd.

$248,676

0.06%

19,815

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	5,105	$64,066	25.8%	Defined
Invesco Trust Co joint	14,710	$184,610	74.2%	Defined

CITIGROUP INC

$235,098

0.06%

18,733

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citibank, N.A. joint	39	$489	0.2%	Defined
Citigroup Financial Products Inc. joint	18,694	$234,609	99.8%	Defined

MANUFACTURERS LIFE INSURANCE COMPANY, THE

$226,376

0.06%

18,038

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MANULIFE FINANCIAL CORP joint	18,038	$226,376	100.0%	Defined

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$217,127

0.06%

17,301

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	17,301	$217,127	100.0%	Defined

VANGUARD FIDUCIARY TRUST CO

$213,324

0.05%

16,998

FRANKLIN RESOURCES INC

$212,007

0.05%

16,893

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FRANKLIN ADVISERS INC	16,893	$212,007	100.0%	Defined

JPMORGAN CHASE & CO

$211,001

0.05%

16,813

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	15,575	$195,466	92.6%	Defined
J.P. Morgan Investment Management Inc.	792	$9,939	4.7%	Defined
J.P. Morgan Securities LLC	10	$125	0.1%	Defined
J.P. Morgan Securities plc	436	$5,471	2.6%	Defined

Vident Advisory, LLC

$202,895

0.05%

16,167

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acuitas Investments, LLC	16,167	$202,895	100.0%	Defined

Jupiter Topco LLC

$201,703

0.05%

16,072

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JANUS HENDERSON INVESTORS UK Ltd	16,072	$201,703	100.0%	Defined

Cetera Investment Advisers

$185,827

0.05%

14,807

Ashton Thomas Private Wealth, LLC

$181,585

0.05%

14,469

LPL Financial LLC

$173,265

0.04%

13,806

SummitTX Capital, L.P.

$170,140

0.04%

13,557

GLENMEDE TRUST CO NA

$160,376

0.04%

12,779

Cambridge Investment Research Advisors, Inc.

$155,996

0.04%

12,430

Quadrature Capital Ltd

$150,072

0.04%

11,958

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Quadrature US Inc.	11,958	$150,072	100.0%	Other

ACADIAN ASSET MANAGEMENT LLC

$140,886

0.04%

11,226

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	11,226	$140,886	100.0%	Defined

NEW YORK STATE COMMON RETIREMENT FUND

$131,649

0.03%

10,490

MAIRS & POWER INC

$130,532

0.03%

10,401

STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM

$128,436

0.03%

10,234

ARIZONA STATE RETIREMENT SYSTEM

$127,369

0.03%

10,149

Police & Firemen's Retirement System of New Jersey

$125,324

0.03%

9,986

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	9,986	$125,324	100.0%	Defined

Vanguard Investments Australia, Ltd.

$122,362

0.03%

9,750

FMR LLC

$101,452

0.03%

8,084

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	4,925	$61,808	60.9%	Defined
STRATEGIC ADVISERS LLC	3,158	$39,632	39.1%	Defined
Held directly	1	$12	0.0%	Defined

KLP KAPITALFORVALTNING AS

$100,400

0.03%

8,000

First Command Advisory Services, Inc.

$70,945

0.02%

5,653

BNP PARIBAS ARBITRAGE, SA

$63,088

0.02%

5,027

Murphy & Mullick Capital Management Corp

$45,418

0.01%

3,619

Ameritas Investment Partners, Inc.

$44,339

0.01%

3,533

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	3,533	$44,339	100.0%	Other

State of Alaska, Department of Revenue

$41,251

0.01%

3,287

Tower Research Capital LLC (TRC)

$40,875

0.01%

3,257

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Tower Research Capital Investments LLC	11	$138	0.3%	Other
Latour Trading LLC (Latour)	3,246	$40,737	99.7%	Defined

Key facts CIK 2048519 CUSIP H00501108 13F (30d) 77 filings 77 filers Visit website Investor relations