AMSF US Equity

AMERISAFE INC

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Financials · Fire, Marine & Casualty Insurance · CIK 1018979 · FYE 1231

$30.61

+0.55 (+1.83%)

USD · as of 2026-07-28 · marketstack

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Institutional ownership· 13F filers holding AMSF · 2026-Q1 methodology → sources →

181 holders

% of shares outstanding held

98.1%

Shares held (13F)

18,188,971

Reporting holders

181

Top holders

largest 100 of 181 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	3,272,5793.3M	$109M	17.66%	—
2	NEUBERGER BERMAN GROUP LLC	1,733,6731.7M	$58M	9.35%	TRIM -4%
3	GOLDMAN SACHS GROUP INC	964,664964,664	$32M	5.20%	ADD 39%
4	VANGUARD CAPITAL MANAGEMENT LLC	849,028849,028	$28M	4.58%	NEW†
5	STATE STREET CORP	799,188799,188	$27M	4.31%	—
6	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	720,608720,608	$24M	3.89%	TRIM -15%
7	ROYCE & ASSOCIATES LP	642,466642,466	$21M	3.47%	ADD 5%
8	BANK OF AMERICA CORP /DE/	623,697623,697	$21M	3.36%	ADD 7%
9	GEODE CAPITAL MANAGEMENT, LLC	575,435575,435	$19M	3.10%	ADD 4%
10	TWO SIGMA INVESTMENTS, LP	475,239475,239	$16M	2.56%	ADD 140%
11	DIMENSIONAL FUND ADVISORS LP	467,960467,960	$16M	2.52%	TRIM -5%
12	Auto-Owners Insurance Co	426,900426,900	$14M	2.30%	—
13	Champlain Investment Partners, LLC	377,823377,823	$13M	2.04%	TRIM -23%
14	Qube Research & Technologies Ltd	314,904314,904	$10M	1.70%	ADD 35%
15	CITADEL ADVISORS LLC	289,082289,082	$10M	1.56%	ADD 129%
16	VANGUARD PORTFOLIO MANAGEMENT LLC	287,282287,282	$10M	1.55%	NEW
17	RENAISSANCE TECHNOLOGIES LLC	261,375261,375	$9M	1.41%	ADD 19%
18	M&G PLC	225,786225,786	$7M	1.22%	TRIM -17%
19	PALISADE CAPITAL MANAGEMENT, LP	206,343206,343	$7M	1.11%	TRIM -3%
20	ProShare Advisors LLC	183,336183,336	$6M	0.99%	ADD 12%
21	TEACHER RETIREMENT SYSTEM OF TEXAS	181,800181,800	$6M	0.98%	ADD 16%
22	NORTHERN TRUST CORP	181,324181,324	$6M	0.98%	—
23	MORGAN STANLEY	177,147177,147	$6M	0.96%	TRIM -21%
24	SEI INVESTMENTS CO	138,584138,584	$5M	0.75%	ADD 125%
25	VANGUARD FIDUCIARY TRUST CO	132,096132,096	$4M	0.71%	NEW
26	Invesco Ltd.	129,357129,357	$4M	0.70%	ADD 10%
27	Granite Investment Partners, LLC	126,207126,207	$4M	0.68%	—
28	NEW SOUTH CAPITAL MANAGEMENT INC	123,643123,643	$4M	0.67%	TRIM -5%
29	BARCLAYS PLC	123,307123,307	$4M	0.67%	ADD 142%
30	MILLENNIUM MANAGEMENT LLC	122,802122,802	$4M	0.66%	TRIM -37%
31	HRT FINANCIAL LP	119,725119,725	$4M	0.65%	ADD 93%
32	Bank of New York Mellon Corp	100,442100,442	$3M	0.54%	TRIM -4%
33	Russell Investments Group, Ltd.	98,13498,134	$3M	0.53%	ADD 21%
34	AMERIPRISE FINANCIAL INC	95,34195,341	$3M	0.51%	ADD 17%
35	PRINCIPAL FINANCIAL GROUP INC	92,34992,349	$3M	0.50%	ADD 2%
36	ISTHMUS PARTNERS, LLC	89,34589,345	$3M	0.48%	ADD 9%
37	JANE STREET GROUP, LLC	89,05189,051	$3M	0.48%	ADD 146%
38	NEW YORK STATE COMMON RETIREMENT FUND	87,44987,449	$3M	0.47%	—
39	ExodusPoint Capital Management, LP	81,31881,318	$3M	0.44%	ADD 103%
40	Dana Investment Advisors, Inc.	80,40780,407	$3M	0.43%	—
41	AMERICAN CENTURY COMPANIES INC	77,72177,721	$3M	0.42%	ADD 40%
42	AQR CAPITAL MANAGEMENT LLC	76,24976,249	$3M	0.41%	ADD 12%
43	HARBOR CAPITAL ADVISORS, INC.	75,58775,587	$3M	0.41%	NEW
44	UBS Group AG	71,25771,257	$2M	0.38%	ADD 206%
45	Boston Partners	70,43770,437	$2M	0.38%	ADD 4%
46	State of New Jersey Common Pension Fund D	68,44068,440	$2M	0.37%	ADD 23%
47	Public Sector Pension Investment Board	67,69767,697	$2M	0.37%	ADD 3%
48	EXCHANGE TRADED CONCEPTS, LLC	63,00663,006	$2M	0.34%	ADD 44%
49	JPMORGAN CHASE & CO	58,63258,632	$2M	0.32%	ADD 24%
50	Y-Intercept (Hong Kong) Ltd	53,78753,787	$2M	0.29%	ADD 51%
51	RHUMBLINE ADVISERS	51,96651,966	$2M	0.28%	ADD 3%
52	FMR LLC	46,45046,450	$2M	0.25%	TRIM -31%
53	Legal & General Group Plc	46,13946,139	$2M	0.25%	TRIM -9%
54	Nuveen, LLC	45,16645,166	$2M	0.24%	TRIM -62%
55	Creative Planning	44,76844,768	$1M	0.24%	TRIM -12%
56	Engineers Gate Manager LP	43,92943,929	$1M	0.24%	TRIM -22%
57	Trexquant Investment LP	42,29442,294	$1M	0.23%	TRIM -31%
58	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	39,62439,624	$1M	0.21%	—
59	Universal- Beteiligungs- und Servicegesellschaft mbH	38,65038,650	$1M	0.21%	ADD 80%
60	S&T Bank/PA	38,52338,523	$1M	0.21%	TRIM -52%
61	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	38,08838,088	$1M	0.21%	ADD 103%
62	Swiss National Bank	37,40037,400	$1M	0.20%	—
63	PRICE T ROWE ASSOCIATES INC /MD/	34,00434,004	$1M	0.18%	ADD 19%
64	Numerai GP LLC	32,44032,440	$1M	0.18%	NEW
65	R Squared Ltd	29,85929,859	$995,200	0.16%	TRIM -37%
66	Brooklyn Investment Group	29,12029,120	$970,557	0.16%	NEW
67	Point72 Asset Management, L.P.	26,70326,703	$890,011	0.14%	TRIM -68%
68	Brevan Howard Capital Management LP	26,08026,080	$869,246	0.14%	ADD 49%
69	XTX Topco Ltd	25,50525,505	$850,082	0.14%	NEW
70	ALLIANCEBERNSTEIN L.P.	21,57221,572	$828,581	0.12%	—
71	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	21,77321,773	$725,694	0.12%	—
72	D. E. Shaw & Co., Inc.	21,62521,625	$720,761	0.12%	TRIM -50%
73	DEUTSCHE BANK AG\	20,30120,301	$676,632	0.11%	ADD 13%
74	PRUDENTIAL FINANCIAL INC	19,60619,606	$653,468	0.11%	ADD 10%
75	KLP KAPITALFORVALTNING AS	19,30019,300	$643,269	0.10%	—
76	Campbell & CO Investment Adviser LLC	19,20019,200	$639,936	0.10%	TRIM -19%
77	Squarepoint Ops LLC	17,70517,705	$590,108	0.10%	NEW
78	JACOBS LEVY EQUITY MANAGEMENT, INC	17,63317,633	$587,708	0.10%	TRIM -26%
79	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	17,45917,459	$581,908	0.09%	—
80	Quantinno Capital Management LP	17,33717,337	$577,852	0.09%	TRIM -21%
81	HSBC HOLDINGS PLC	16,74116,741	$561,995	0.09%	TRIM -39%
82	FRANKLIN RESOURCES INC	16,63816,638	$554,544	0.09%	ADD 13%
83	CWM, LLC	16,20716,207	$540,192	0.09%	ADD 18%
84	SUSQUEHANNA INTERNATIONAL GROUP, LLP	15,67315,673	$522,381	0.08%	NEW
85	BNP PARIBAS FINANCIAL MARKETS	15,45715,457	$515,182	0.08%	ADD 259%
86	Inspire Investing, LLC	15,38615,386	$512,815	0.08%	ADD 26%
87	CANADA LIFE ASSURANCE Co	15,34515,345	$512,000	0.08%	—
88	Centiva Capital, LP	15,13815,138	$504,550	0.08%	NEW
89	RAYMOND JAMES FINANCIAL INC	14,50214,502	$483,351	0.08%	ADD 25%
90	Diametric Capital, LP	14,01914,019	$467,253	0.08%	TRIM -12%
91	Mirae Asset Global Investments Co., Ltd.	13,23813,238	$441,223	0.07%	TRIM -23%
92	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	13,11613,116	$432,436	0.07%	NEW
93	Thrivent Financial for Lutherans	12,62412,624	$421,000	0.07%	TRIM -3%
94	VANGUARD ASSET MANAGEMENT, Ltd	12,28512,285	$409,459	0.07%	NEW
95	MetLife Investment Management, LLC	11,46411,464	$382,095	0.06%	—
96	Aigen Investment Management, LP	11,08011,080	$369,296	0.06%	NEW
97	Verition Fund Management LLC	10,74210,742	$358,031	0.06%	TRIM -54%
98	Diversified Trust Co	10,69310,693	$356,397	0.06%	ADD 4%
99	SG Americas Securities, LLC	10,62110,621	$354,000	0.06%	ADD 29%
100	GSA CAPITAL PARTNERS LLP	10,52110,521	$351,000	0.06%	TRIM -55%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

3.5M

3.4M

3.3M

$109M

NEUBERGER BERMAN GROUP LLC

1.8M

1.7M

1.8M

1.7M

$58M

GOLDMAN SACHS GROUP INC

119K

217K

344K

448K

696K

965K

$32M

VANGUARD CAPITAL MANAGEMENT LLC

—

849K

$28M

STATE STREET CORP

840K

806K

789K

788K

799K

$27M

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

662K

724K

765K

802K

844K

721K

$24M

ROYCE & ASSOCIATES LP

305K

396K

458K

556K

611K

642K

$21M

BANK OF AMERICA CORP /DE/

557K

539K

608K

659K

585K

624K

$21M

GEODE CAPITAL MANAGEMENT, LLC

537K

555K

562K

571K

553K

575K

$19M

TWO SIGMA INVESTMENTS, LP

38K

25K

81K

144K

198K

475K

$16M

DIMENSIONAL FUND ADVISORS LP

580K

557K

520K

513K

493K

468K

$16M

Auto-Owners Insurance Co

427K

$14M

Champlain Investment Partners, LLC

865K

849K

798K

790K

492K

378K

$13M

Qube Research & Technologies Ltd

10K

—

99K

105K

233K

315K

$10M

CITADEL ADVISORS LLC

100K

105K

206K

168K

126K

289K

$10M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	181	18,188,971	98.1%	$606M
2025-Q4

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Activists & large holders· Schedule 13D/G beneficial owners · AMSF

Large holders — 13G, passive (top 4 by % of class)

Holder	% of class	Type	As of
BlackRock, Inc.	15.2%	QII	2025-03-31	SEC →
VANGUARD CAPITAL MANAGEMENT LLC	5.29%	QII	2026-03-31	SEC →
VICTORY CAPITAL MANAGEMENT INC	0.02%	QII	2025-09-30	SEC →
VANGUARD GROUP INC	0%	QII	2026-03-13	SEC →

Source: SEC Schedule 13D/13G structured XML. 13D = active intent; 13G filers report passively (Rule 13d-1(b) QII / 13d-1(c) Passive / 13d-1(d) Exempt) and are not activists. Percent and delta are the group aggregate the filing reports. Structured 13D/G coverage begins December 2024 (SEC XML mandate).

Institutional ownership· 13F filers holding AMSF · 2026-Q1 methodology → sources →

181 holders

% of shares outstanding held

98.1%

Shares held (13F)

18,188,971

Reporting holders

181

Top holders

largest 100 of 181 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	3,272,5793.3M	$109M	17.66%	—
2	NEUBERGER BERMAN GROUP LLC	1,733,6731.7M	$58M	9.35%	TRIM -4%
3	GOLDMAN SACHS GROUP INC	964,664964,664	$32M	5.20%	ADD 39%
4	VANGUARD CAPITAL MANAGEMENT LLC	849,028849,028	$28M	4.58%	NEW†
5	STATE STREET CORP	799,188799,188	$27M	4.31%	—
6	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	720,608720,608	$24M	3.89%	TRIM -15%
7	ROYCE & ASSOCIATES LP	642,466642,466	$21M	3.47%	ADD 5%
8	BANK OF AMERICA CORP /DE/	623,697623,697	$21M	3.36%	ADD 7%
9	GEODE CAPITAL MANAGEMENT, LLC	575,435575,435	$19M	3.10%	ADD 4%
10	TWO SIGMA INVESTMENTS, LP	475,239475,239	$16M	2.56%	ADD 140%
11	DIMENSIONAL FUND ADVISORS LP	467,960467,960	$16M	2.52%	TRIM -5%
12	Auto-Owners Insurance Co	426,900426,900	$14M	2.30%	—
13	Champlain Investment Partners, LLC	377,823377,823	$13M	2.04%	TRIM -23%
14	Qube Research & Technologies Ltd	314,904314,904	$10M	1.70%	ADD 35%
15	CITADEL ADVISORS LLC	289,082289,082	$10M	1.56%	ADD 129%
16	VANGUARD PORTFOLIO MANAGEMENT LLC	287,282287,282	$10M	1.55%	NEW
17	RENAISSANCE TECHNOLOGIES LLC	261,375261,375	$9M	1.41%	ADD 19%
18	M&G PLC	225,786225,786	$7M	1.22%	TRIM -17%
19	PALISADE CAPITAL MANAGEMENT, LP	206,343206,343	$7M	1.11%	TRIM -3%
20	ProShare Advisors LLC	183,336183,336	$6M	0.99%	ADD 12%
21	TEACHER RETIREMENT SYSTEM OF TEXAS	181,800181,800	$6M	0.98%	ADD 16%
22	NORTHERN TRUST CORP	181,324181,324	$6M	0.98%	—
23	MORGAN STANLEY	177,147177,147	$6M	0.96%	TRIM -21%
24	SEI INVESTMENTS CO	138,584138,584	$5M	0.75%	ADD 125%
25	VANGUARD FIDUCIARY TRUST CO	132,096132,096	$4M	0.71%	NEW
26	Invesco Ltd.	129,357129,357	$4M	0.70%	ADD 10%
27	Granite Investment Partners, LLC	126,207126,207	$4M	0.68%	—
28	NEW SOUTH CAPITAL MANAGEMENT INC	123,643123,643	$4M	0.67%	TRIM -5%
29	BARCLAYS PLC	123,307123,307	$4M	0.67%	ADD 142%
30	MILLENNIUM MANAGEMENT LLC	122,802122,802	$4M	0.66%	TRIM -37%
31	HRT FINANCIAL LP	119,725119,725	$4M	0.65%	ADD 93%
32	Bank of New York Mellon Corp	100,442100,442	$3M	0.54%	TRIM -4%
33	Russell Investments Group, Ltd.	98,13498,134	$3M	0.53%	ADD 21%
34	AMERIPRISE FINANCIAL INC	95,34195,341	$3M	0.51%	ADD 17%
35	PRINCIPAL FINANCIAL GROUP INC	92,34992,349	$3M	0.50%	ADD 2%
36	ISTHMUS PARTNERS, LLC	89,34589,345	$3M	0.48%	ADD 9%
37	JANE STREET GROUP, LLC	89,05189,051	$3M	0.48%	ADD 146%
38	NEW YORK STATE COMMON RETIREMENT FUND	87,44987,449	$3M	0.47%	—
39	ExodusPoint Capital Management, LP	81,31881,318	$3M	0.44%	ADD 103%
40	Dana Investment Advisors, Inc.	80,40780,407	$3M	0.43%	—
41	AMERICAN CENTURY COMPANIES INC	77,72177,721	$3M	0.42%	ADD 40%
42	AQR CAPITAL MANAGEMENT LLC	76,24976,249	$3M	0.41%	ADD 12%
43	HARBOR CAPITAL ADVISORS, INC.	75,58775,587	$3M	0.41%	NEW
44	UBS Group AG	71,25771,257	$2M	0.38%	ADD 206%
45	Boston Partners	70,43770,437	$2M	0.38%	ADD 4%
46	State of New Jersey Common Pension Fund D	68,44068,440	$2M	0.37%	ADD 23%
47	Public Sector Pension Investment Board	67,69767,697	$2M	0.37%	ADD 3%
48	EXCHANGE TRADED CONCEPTS, LLC	63,00663,006	$2M	0.34%	ADD 44%
49	JPMORGAN CHASE & CO	58,63258,632	$2M	0.32%	ADD 24%
50	Y-Intercept (Hong Kong) Ltd	53,78753,787	$2M	0.29%	ADD 51%
51	RHUMBLINE ADVISERS	51,96651,966	$2M	0.28%	ADD 3%
52	FMR LLC	46,45046,450	$2M	0.25%	TRIM -31%
53	Legal & General Group Plc	46,13946,139	$2M	0.25%	TRIM -9%
54	Nuveen, LLC	45,16645,166	$2M	0.24%	TRIM -62%
55	Creative Planning	44,76844,768	$1M	0.24%	TRIM -12%
56	Engineers Gate Manager LP	43,92943,929	$1M	0.24%	TRIM -22%
57	Trexquant Investment LP	42,29442,294	$1M	0.23%	TRIM -31%
58	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	39,62439,624	$1M	0.21%	—
59	Universal- Beteiligungs- und Servicegesellschaft mbH	38,65038,650	$1M	0.21%	ADD 80%
60	S&T Bank/PA	38,52338,523	$1M	0.21%	TRIM -52%
61	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	38,08838,088	$1M	0.21%	ADD 103%
62	Swiss National Bank	37,40037,400	$1M	0.20%	—
63	PRICE T ROWE ASSOCIATES INC /MD/	34,00434,004	$1M	0.18%	ADD 19%
64	Numerai GP LLC	32,44032,440	$1M	0.18%	NEW
65	R Squared Ltd	29,85929,859	$995,200	0.16%	TRIM -37%
66	Brooklyn Investment Group	29,12029,120	$970,557	0.16%	NEW
67	Point72 Asset Management, L.P.	26,70326,703	$890,011	0.14%	TRIM -68%
68	Brevan Howard Capital Management LP	26,08026,080	$869,246	0.14%	ADD 49%
69	XTX Topco Ltd	25,50525,505	$850,082	0.14%	NEW
70	ALLIANCEBERNSTEIN L.P.	21,57221,572	$828,581	0.12%	—
71	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	21,77321,773	$725,694	0.12%	—
72	D. E. Shaw & Co., Inc.	21,62521,625	$720,761	0.12%	TRIM -50%
73	DEUTSCHE BANK AG\	20,30120,301	$676,632	0.11%	ADD 13%
74	PRUDENTIAL FINANCIAL INC	19,60619,606	$653,468	0.11%	ADD 10%
75	KLP KAPITALFORVALTNING AS	19,30019,300	$643,269	0.10%	—
76	Campbell & CO Investment Adviser LLC	19,20019,200	$639,936	0.10%	TRIM -19%
77	Squarepoint Ops LLC	17,70517,705	$590,108	0.10%	NEW
78	JACOBS LEVY EQUITY MANAGEMENT, INC	17,63317,633	$587,708	0.10%	TRIM -26%
79	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	17,45917,459	$581,908	0.09%	—
80	Quantinno Capital Management LP	17,33717,337	$577,852	0.09%	TRIM -21%
81	HSBC HOLDINGS PLC	16,74116,741	$561,995	0.09%	TRIM -39%
82	FRANKLIN RESOURCES INC	16,63816,638	$554,544	0.09%	ADD 13%
83	CWM, LLC	16,20716,207	$540,192	0.09%	ADD 18%
84	SUSQUEHANNA INTERNATIONAL GROUP, LLP	15,67315,673	$522,381	0.08%	NEW
85	BNP PARIBAS FINANCIAL MARKETS	15,45715,457	$515,182	0.08%	ADD 259%
86	Inspire Investing, LLC	15,38615,386	$512,815	0.08%	ADD 26%
87	CANADA LIFE ASSURANCE Co	15,34515,345	$512,000	0.08%	—
88	Centiva Capital, LP	15,13815,138	$504,550	0.08%	NEW
89	RAYMOND JAMES FINANCIAL INC	14,50214,502	$483,351	0.08%	ADD 25%
90	Diametric Capital, LP	14,01914,019	$467,253	0.08%	TRIM -12%
91	Mirae Asset Global Investments Co., Ltd.	13,23813,238	$441,223	0.07%	TRIM -23%
92	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	13,11613,116	$432,436	0.07%	NEW
93	Thrivent Financial for Lutherans	12,62412,624	$421,000	0.07%	TRIM -3%
94	VANGUARD ASSET MANAGEMENT, Ltd	12,28512,285	$409,459	0.07%	NEW
95	MetLife Investment Management, LLC	11,46411,464	$382,095	0.06%	—
96	Aigen Investment Management, LP	11,08011,080	$369,296	0.06%	NEW
97	Verition Fund Management LLC	10,74210,742	$358,031	0.06%	TRIM -54%
98	Diversified Trust Co	10,69310,693	$356,397	0.06%	ADD 4%
99	SG Americas Securities, LLC	10,62110,621	$354,000	0.06%	ADD 29%
100	GSA CAPITAL PARTNERS LLP	10,52110,521	$351,000	0.06%	TRIM -55%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

3.5M

3.4M

3.3M

$109M

NEUBERGER BERMAN GROUP LLC

1.8M

1.7M

1.8M

1.7M

$58M

GOLDMAN SACHS GROUP INC

119K

217K

344K

448K

696K

965K

$32M

VANGUARD CAPITAL MANAGEMENT LLC

—

849K

$28M

STATE STREET CORP

840K

806K

789K

788K

799K

$27M

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

662K

724K

765K

802K

844K

721K

$24M

ROYCE & ASSOCIATES LP

305K

396K

458K

556K

611K

642K

$21M

BANK OF AMERICA CORP /DE/

557K

539K

608K

659K

585K

624K

$21M

GEODE CAPITAL MANAGEMENT, LLC

537K

555K

562K

571K

553K

575K

$19M

TWO SIGMA INVESTMENTS, LP

38K

25K

81K

144K

198K

475K

$16M

DIMENSIONAL FUND ADVISORS LP

580K

557K

520K

513K

493K

468K

$16M

Auto-Owners Insurance Co

427K

$14M

Champlain Investment Partners, LLC

865K

849K

798K

790K

492K

378K

$13M

Qube Research & Technologies Ltd

10K

—

99K

105K

233K

315K

$10M

CITADEL ADVISORS LLC

100K

105K

206K

168K

126K

289K

$10M

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	181	18,188,971	98.1%	$606M
2025-Q4

Short interest has its own tab now — open SI →

Activists & large holders· Schedule 13D/G beneficial owners · AMSF

Large holders — 13G, passive (top 4 by % of class)

Holder	% of class	Type	As of
BlackRock, Inc.	15.2%	QII	2025-03-31	SEC →
VANGUARD CAPITAL MANAGEMENT LLC	5.29%	QII	2026-03-31	SEC →
VICTORY CAPITAL MANAGEMENT INC	0.02%	QII	2025-09-30	SEC →
VANGUARD GROUP INC	0%	QII	2026-03-13	SEC →

AMSF US Equity☆

Institutional ownership· 13F filers holding AMSF · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · AMSF

Institutional ownership· 13F filers holding AMSF · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · AMSF

AMSF US Equity