AMERICAN AXLE & MFG HLDGS IN DCH
COM · Common Stock · CUSIP 024061103
Manufacturer of automobile driveline and drivetrain components and systems
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($5.8m this quarter). Holder counts are more reliable. Shares outstanding: 237.4m as of 2026-05-05, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $5.93. Options: 15 managers hold calls ($52.6m notional), 10 hold puts ($7.0m).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 214 |
| Q4 2022 | 220 |
| Q1 2023 | 209 |
| Q2 2023 | 209 |
| Q3 2023 | 212 |
| Q4 2023 | 211 |
| Q1 2024 | 228 |
| Q2 2024 | 235 |
| Q3 2024 | 226 |
| Q4 2024 | 234 |
| Q1 2025 | 249 |
| Q2 2025 | 237 |
| Q3 2025 | 252 |
| Q4 2025 | 269 |
| Q1 2026 | 298 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 115 | 103 |
| Q3 2024 | 114 | 114 |
| Q4 2024 | 113 | 98 |
| Q1 2025 | 134 | 103 |
| Q2 2025 | 133 | 119 |
| Q3 2025 | 133 | 110 |
| Q4 2025 | 131 | 110 |
| Q1 2026 | 188 | 119 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $21.3m | $3.1m | 0.14 |
| Q3 2025 | $22.9m | $4.6m | 0.20 |
| Q4 2025 | $30.5m | $4.5m | 0.15 |
| Q1 2026 | $52.6m | $7.0m | 0.13 |
Biggest buyers
| BlackRock, Inc. | Added | +16.6m |
| BANK OF AMERICA CORP /DE/ | Added | +7.6m |
| DME Capital Management, LP | New | +6.3m |
| FIL Ltd | New | +5.1m |
| Bank of New York Mellon Corp | Added | +4.6m |
| STATE STREET CORP | Added | +4.3m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +3.9m |
| FMR LLC | Added | +3.8m |
| Wolf Hill Capital Management, LP | New | +3.5m |
| CRAMER ROSENTHAL MCGLYNN LLC | New | +3.5m |
Biggest sellers
| SONA ASSET MANAGEMENT (US) LLC | Sold out | -3.7m |
| AMERICAN CENTURY COMPANIES INC | Reduced | -1.7m |
| Invenomic Capital Management LP | Reduced | -1.2m |
| MARSHALL WACE, LLP | Reduced | -1.2m |
| Balyasny Asset Management L.P. | Sold out | -1.0m |
| ALGERT GLOBAL LLC | Sold out | -995.5k |
| WHITEBOX ADVISORS LLC | Reduced | -950.5k |
| Heights Point Management, LP | Sold out | -696.5k |
| LONESTAR CAPITAL MANAGEMENT LLC | Reduced | -656.6k |
| Squarepoint Ops LLC | Reduced | -581.2k |
Biggest calls
| Converium Capital Inc. | Added | $20.5m3.5m shares |
| SONA ASSET MANAGEMENT (US) LLC | Reduced | $5.9m1.0m shares |
| ROYAL BANK OF CANADA | Added | $5.7m956.6k shares |
| CITADEL ADVISORS LLC | Added | $5.5m920.6k shares |
| SIMPLEX TRADING, LLC | New | $4.3m732.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.1m523.3k shares |
| K2 PRINCIPAL FUND, L.P. | New | $2.6m433.4k shares |
| GROUP ONE TRADING LLC | Added | $2.6m431.7k shares |
| JANE STREET GROUP, LLC | Added | $1.1m188.5k shares |
| NOMURA HOLDINGS INC | New | $355.8k60.0k shares |
Biggest puts
| WELLS FARGO & COMPANY/MN | New | $3.4m565.0k shares |
| CITADEL ADVISORS LLC | Added | $1.8m306.6k shares |
| Lombard Odier Asset Management (USA) Corp | Unchanged | $593.0k100.0k shares |
| GROUP ONE TRADING LLC | Reduced | $280.5k47.3k shares |
| SIMPLEX TRADING, LLC | New | $256.2k43.2k shares |
| CITIGROUP INC | New | $237.2k40.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $179.1k30.2k shares |
| Walleye Trading LLC | New | $127.5k21.5k shares |
| IMC-Chicago, LLC | New | $118.0k19.9k shares |
| WOLVERINE ASSET MANAGEMENT LLC | Unchanged | $14.8k2.5k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution -1.1 pts · filed 2025-10-17 | 14.1% |
| DME Capital Management, LP 13G · institution new · filed 2026-08-14 | 5.2% |
Fell to 5% or below in the last year: FMR LLC (4.3%, 2026-05-06), DIMENSIONAL FUND ADVISORS LP (3.4%, 2026-04-09), VANGUARD GROUP INC (0.0%, 2026-03-26), MILLENNIUM MANAGEMENT LLC (0.7%, 2026-02-06)
Insider purchases and sales in Q1 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 1 | $182.0k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-13 | Walker David B. Director | Bought | $182.0k35.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 37.2m $220.6m | Added +16.6m |
| FMR LLC 0.00% of their portfolio | 10.2m $60.3m | Added +3.8m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 10.0m $59.3m | First filing |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 9.2m $54.8m | Added +2.6m |
| STATE STREET CORP 0.00% of their portfolio | 9.0m $53.5m | Added +4.3m |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 8.5m $50.2m | Added +7.6m |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 7.7m $45.9m | Added +957.2k |
| DME Capital Management, LP 1.17% of their portfolio | 6.3m $37.4m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 5.8m $34.3m | Added +872.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 5.5m $32.7m | Added +2.7m |
| Bank of New York Mellon Corp 0.01% of their portfolio | 5.4m $31.9m | Added +4.6m |
| HIGHLAND PEAK CAPITAL, LLC 13.29% of their portfolio | 5.1m $30.5m | Added +109.4k |
| FIL Ltd 0.02% of their portfolio | 5.1m $29.8m | New |
| Invesco Ltd. 0.00% of their portfolio | 4.8m $28.5m | Added +1.5m |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 0.09% of their portfolio | 4.7m $27.6m | Reduced -294.6k |
| Kailix Advisors LLC 23.08% of their portfolio | 4.4m $26.4m | Added +2.8m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 4.4m $25.9m | First filing |
| MORGAN STANLEY 0.00% of their portfolio | 4.3m $25.3m | Added +665.1k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 3.9m $23.3m | Added +123.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 3.9m $23.1m | Added +3.9m |
| ATLANTIC INVESTMENT MANAGEMENT, INC. 13.27% of their portfolio | 3.8m $22.8m | Added +2.0m |
| Converium Capital Inc. 12.99% of their portfolio | 3.6m $21.1m | Added +1.0m |
| Wolf Hill Capital Management, LP 2.97% of their portfolio | 3.5m $20.9m | New |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 3.5m $20.7m | Reduced -1.7m |
| MASTERS CAPITAL MANAGEMENT LLC 3.07% of their portfolio | 3.5m $20.8m | Added +500.0k |
| CRAMER ROSENTHAL MCGLYNN LLC 1.52% of their portfolio | 3.5m $20.7m | New |
| Nuveen, LLC 0.01% of their portfolio | 3.4m $20.4m | Added +1.5m |
| UBS Group AG 0.00% of their portfolio | 3.4m $20.1m | Reduced -530.6k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 2.7m $16.3m | Added +1.1m |
| WHITEBOX ADVISORS LLC 0.19% of their portfolio | 2.3m $13.6m | Reduced -950.5k |
| Sequoia Financial Advisors, LLC 0.07% of their portfolio | 2.2m $13.3m | Added +442 |
| Woodline Partners LP 0.05% of their portfolio | 2.2m $13.0m | Added +368.7k |
| BARCLAYS PLC 0.00% of their portfolio | 2.1m $12.7m | Added +1.6m |
| Newbrook Capital Advisors LP 2.28% of their portfolio | 2.1m $12.3m | Reduced -34.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 1.9m $11.0m | Added +516.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.7m $9.0m | Added +1.4m |
| Mount Capital Ltd 3.77% of their portfolio | 1.6m $9.3m | New |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 1.5m $8.9m | First filing |
| LONESTAR CAPITAL MANAGEMENT LLC 4.78% of their portfolio | 1.5m $8.9m | Reduced -656.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 1.4m $8.3m | Added +835.9k |
| Miller Value Partners, LLC 2.16% of their portfolio | 1.4m $8.3m | Reduced -338.9k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.17% of their portfolio | 1.4m $8.2m | Added +103.1k |
| HITE Hedge Asset Management LLC 0.42% of their portfolio | 1.2m $7.4m | Reduced -225.9k |
| Dana Investment Advisors, Inc. 0.22% of their portfolio | 1.2m $7.2m | Added +25.8k |
| K2 PRINCIPAL FUND, L.P. 0.74% of their portfolio | 1.2m $7.0m | Added +355.7k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 1.1m $6.5m | Reduced -209.3k |
| JB CAPITAL PARTNERS LP 1.03% of their portfolio | 1.0m $6.0m | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 972.3k $5.8m | Added +774.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 947.9k $5.6m | Added +197.2k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 865.5k $5.1m | Added +108.2k |
| Public Sector Pension Investment Board 0.02% of their portfolio | 844.8k $5.0m | Added +433.5k |
| Empowered Funds, LLC 0.03% of their portfolio | 805.8k $4.8m | New |
| AYAL Capital Advisors Ltd 2.43% of their portfolio | 800.0k $4.7m | Unchanged |
| JUPITER ASSET MANAGEMENT LTD 0.03% of their portfolio | 793.6k $4.7m | New |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.17% of their portfolio | 789.1k $4.7m | Added +14.3k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 756.8k $4.5m | Added +379.4k |
| BESSEMER GROUP INC 0.01% of their portfolio | 749.8k $4.4m | Added +233.0k |
| READYSTATE ASSET MANAGEMENT LP 0.26% of their portfolio | 739.4k $4.4m | Added +100.3k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 710.5k $4.2m | Reduced -93.4k |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 691.5k $4.1m | Added +672.3k |
| Man Group plc 0.01% of their portfolio | 660.4k $3.9m | Added +393.0k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 639.7k $3.8m | Added +623.6k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 626.8k $3.7m | Added +276.7k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 602.2k $3.6m | Reduced -70.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 591.2k $3.5m | Reduced -291.2k |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC 0.20% of their portfolio | 580.0k $3.2m | Added +445.0k |
| Atom Investors LP 0.24% of their portfolio | 575.7k $3.4m | Added +399.3k |
| Seven Six Capital Management, LLC 3.61% of their portfolio | 565.9k $3.4m | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 561.4k $3.3m | Added +41.2k |
| Invenomic Capital Management LP 0.15% of their portfolio | 556.9k $3.3m | Reduced -1.2m |
| ROYCE & ASSOCIATES LP 0.03% of their portfolio | 541.8k $3.2m | New |
| BOOTHBAY FUND MANAGEMENT, LLC 0.07% of their portfolio | 540.7k $3.2m | Reduced -211.7k |
| Pentwater Capital Management LP 0.02% of their portfolio | 519.8k $3.1m | New |
| Legal & General Group Plc 0.00% of their portfolio | 513.3k $3.0m | Added +311.2k |
| Y-Intercept (Hong Kong) Ltd 0.06% of their portfolio | 494.1k $2.9m | Added +329.6k |
| OP Asset Management Ltd 0.03% of their portfolio | 479.1k $2.8m | Added +466.2k |
| Verition Fund Management LLC 0.03% of their portfolio | 471.3k $2.8m | Added +52.3k |
| Swiss National Bank 0.00% of their portfolio | 464.4k $2.8m | New |
| Lombard Odier Asset Management (USA) Corp 1.47% of their portfolio | 460.0k $2.7m | Reduced -30.0k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 459.9k $2.9m | Added +22.9k |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.19% of their portfolio | 414.8k $2.5m | Added +362.6k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 391.6k $2.3m | Reduced -37.4k |
| Allianz Asset Management GmbH 0.00% of their portfolio | 330.8k $2.0m | New |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 327.8k $1.9m | First filing |
| Jump Financial, LLC 0.03% of their portfolio | 319.7k $1.9m | Added +46.3k |
| Diametric Capital, LP 0.50% of their portfolio | 319.6k $1.9m | Added +110.0k |
| VARCOV Co. 0.69% of their portfolio | 313.7k $1.9m | Added +159.0k |
| PDT Partners, LLC 0.11% of their portfolio | 306.1k $1.8m | Unchanged |
| Mariner, LLC 0.00% of their portfolio | 302.9k $1.8m | Reduced -177.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 290.2k $1.7m | Added +283.1k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 289.7k $1.7m | Reduced -9.5k |
| Militia Capital Management LLC 0.13% of their portfolio | 283.3k $1.7m | First filing |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 281.8k $1.7m | Added +1.5k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 267.8k $1.6m | Added +242.1k |
| Squarepoint Ops LLC 0.00% of their portfolio | 246.4k $1.5m | Reduced -581.2k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 230.6k $1.4m | Reduced -5.0k |
| Invst, LLC 0.15% of their portfolio | 220.2k $1.3m | Added +1.0k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 205.9k $1.2m | Added +100.1k |
| Marex Group Ltd 0.01% of their portfolio | 203.7k $1.2m | New |
| Creative Planning 0.00% of their portfolio | 194.0k $1.2m | Added +33.2k |