AMERICAN EAGLE OUTFITTERS IN AEO
COM · Common Stock · CUSIP 02553E106 · ISIN US02553E1064
American clothing, shoes, and accessories retailer
* 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 ($20.7m this quarter). Holder counts are more reliable. Shares outstanding: 173.3m as of 2025-06-04, 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 ≈ $9.62. Options: 17 managers hold calls ($46.3m notional), 18 hold puts ($116.2m).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 290 |
| Q4 2022 | 292 |
| Q1 2023 | 294 |
| Q2 2023 | 279 |
| Q3 2023 | 288 |
| Q4 2023 | 309 |
| Q1 2024 | 350 |
| Q2 2024 | 353 |
| Q3 2024 | 356 |
| Q4 2024 | 348 |
| Q1 2025 | 342 |
| Q2 2025 | 325 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 140 | 156 |
| Q4 2023 | 177 | 135 |
| Q1 2024 | 184 | 163 |
| Q2 2024 | 186 | 183 |
| Q3 2024 | 179 | 182 |
| Q4 2024 | 181 | 189 |
| Q1 2025 | 178 | 191 |
| Q2 2025 | 168 | 198 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $42.4m | $68.2m | 1.61 |
| Q4 2024 | $46.6m | $84.8m | 1.82 |
| Q1 2025 | $54.4m | $150.3m | 2.76 |
| Q2 2025 | $46.3m | $116.2m | 2.51 |
Biggest buyers
| FMR LLC | Added | +8.5m |
| DEPRINCE RACE & ZOLLO INC | New | +4.0m |
| MILLENNIUM MANAGEMENT LLC | Added | +3.3m |
| JANE STREET GROUP, LLC | Added | +1.7m |
| Squarepoint Ops LLC | Added | +804.5k |
| ROYAL BANK OF CANADA | Added | +766.0k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | Added | +678.5k |
| Jump Financial, LLC | Added | +666.5k |
| TWO SIGMA INVESTMENTS, LP | Added | +634.4k |
| Verition Fund Management LLC | Added | +624.9k |
Biggest sellers
| COOKE & BIELER LP | Sold out | -7.8m |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -5.0m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -3.9m |
| BlackRock, Inc. | Reduced | -3.9m |
| Junto Capital Management LP | Sold out | -3.3m |
| VANGUARD GROUP INC | Reduced | -2.5m |
| Man Group plc | Reduced | -1.8m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -1.7m |
| Schonfeld Strategic Advisors LLC | Reduced | -1.4m |
| TUDOR INVESTMENT CORP ET AL | Sold out | -1.1m |
Biggest calls
| JANE STREET GROUP, LLC | Added | $6.0m621.0k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $5.9m613.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.7m483.9k shares |
| CITADEL ADVISORS LLC | Reduced | $4.2m435.5k shares |
| D. E. Shaw & Co., Inc. | Added | $3.9m405.4k shares |
| IMC-Chicago, LLC | Added | $3.3m342.7k shares |
| SIMPLEX TRADING, LLC | Added | $2.8m288.0k shares |
| UBS Group AG | New | $2.8m286.2k shares |
| Cubist Systematic Strategies, LLC | Added | $2.7m280.6k shares |
| GROUP ONE TRADING LLC | Added | $2.3m236.4k shares |
Biggest puts
| BARCLAYS PLC | New | $35.2m3.7m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $13.8m1.4m shares |
| CITADEL ADVISORS LLC | Added | $13.3m1.4m shares |
| JANE STREET GROUP, LLC | Added | $12.8m1.3m shares |
| UBS Group AG | Added | $6.9m718.6k shares |
| PEAK6 LLC | Reduced | $5.4m562.2k shares |
| NOMURA HOLDINGS INC | New | $4.8m500.0k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $4.5m469.9k shares |
| IMC-Chicago, LLC | Added | $3.7m386.6k shares |
| D. E. Shaw & Co., Inc. | Added | $3.4m358.6k 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 filed 2025-07-17 | 13.4% |
SCHOTTENSTEIN JAY L
13D · may seek influence
filed 2026-03-02
Stated purposeItem 4 of the Original Schedule 13D is hereby amended and restated as follows The information set forth in Item 3 of this Schedule 13D is hereby incorporated by reference. The Reporting Persons evaluate each of their investments, including the Company and the Common Stock, on an ongoing basis, based upon various factors, criteria and alternatives including those noted below. Based on then-current circumstances and such ongoing evaluation, the Reporting Persons may, from time to time, acquire additional shares of Common Stock, continue to own shares of Common Stock or dispose of shares of Common Stock at any time, in the open market or otherwise, and/or take actions which could involve any of the items enumerated in the Schedule 13D instructions to this Item 4. The Reporting Persons res… Full filing |
7.8% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 6.3% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), FMR LLC (2.6%, 2026-02-05)
Insider purchases and sales in Q2 2025
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 |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 2 | $2.0m | — |
| Q1 2024 | 0 | — | 3 | $3.0m | $1.7m |
| Q2 2024 | 0 | — | 2 | $480.2k | — |
| Q3 2024 | 0 | — | 3 | $20.5m | — |
| Q4 2024 | 0 | — | 2 | $702.8k | — |
| Q1 2025 | 0 | — | 1 | $48.0k | — |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 23.7m $227.6m | Reduced -3.9m |
| VANGUARD GROUP INC 0.00% of their portfolio | 18.5m $178.0m | Reduced -2.5m |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 10.0m $96.7m | Reduced -522.9k |
| FMR LLC 0.01% of their portfolio | 10.0m $96.4m | Added +8.5m |
| MILLENNIUM MANAGEMENT LLC 0.06% of their portfolio | 6.8m $65.3m | Added +3.3m |
| STATE STREET CORP 0.00% of their portfolio | 6.7m $64.0m | Reduced -490.8k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 6.3m $60.9m | Added +312.2k |
| DEPRINCE RACE & ZOLLO INC 0.80% of their portfolio | 4.0m $38.7m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 3.8m $36.9m | Reduced -268.8k |
| Fisher Asset Management, LLC 0.01% of their portfolio | 2.7m $25.7m | Reduced -75.0k |
| JANE STREET GROUP, LLC 0.04% of their portfolio | 2.6m $25.2m | Added +1.7m |
| MORGAN STANLEY 0.00% of their portfolio | 2.6m $25.1m | Added +363.4k |
| Point72 Asset Management, L.P. 0.06% of their portfolio | 2.6m $25.0m | Reduced -281.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 2.4m $23.0m | Reduced -421.2k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.21% of their portfolio | 2.3m $22.2m | Added +678.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 2.3m $22.0m | Reduced -443.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 2.3m $21.8m | Reduced -3.9m |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 2.2m $20.9m | Added +319.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 2.0m $19.5m | Reduced -165.7k |
| Nuveen, LLC 0.00% of their portfolio | 1.8m $17.3m | Added +237.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.8m $17.3m | Reduced -296.9k |
| Cubist Systematic Strategies, LLC 0.17% of their portfolio | 1.6m $15.3m | Reduced -101.3k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 1.4m $13.8m | Added +482.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.3m $12.8m | Added +64.6k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 1.1m $10.8m | Added +357.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.1m $10.4m | Reduced -310.4k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.28% of their portfolio | 1.1m $10.4m | Reduced -341.6k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 997.4k $9.6m | Added +86.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 928.2k $8.9m | Added +766.0k |
| Verition Fund Management LLC 0.05% of their portfolio | 921.3k $8.9m | Added +624.9k |
| Squarepoint Ops LLC 0.02% of their portfolio | 889.4k $8.6m | Added +804.5k |
| PANAGORA ASSET MANAGEMENT INC 0.04% of their portfolio | 862.0k $8.3m | Added +233.4k |
| AXA S.A. 0.02% of their portfolio | 862.0k $8.3m | Added +423.4k |
| Invesco Ltd. 0.00% of their portfolio | 845.8k $8.1m | Reduced -235.4k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 803.4k $7.7m | Added +634.4k |
| Jump Financial, LLC 0.09% of their portfolio | 795.4k $7.7m | Added +666.5k |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 693.1k $6.7m | Added +403.7k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 688.3k $6.6m | Added +571.0k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 652.1k $6.3m | Reduced -647.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 579.9k $5.6m | Added +138.4k |
| NFJ INVESTMENT GROUP, LLC 0.18% of their portfolio | 544.2k $5.2m | Added +425.1k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 538.7k $5.2m | Added +418.9k |
| Public Sector Pension Investment Board 0.02% of their portfolio | 537.6k $5.2m | Reduced -16.8k |
| CAPITAL FUND MANAGEMENT S.A. 0.05% of their portfolio | 518.0k $5.0m | Added +360.9k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 513.3k $4.9m | Reduced -15.2k |
| LSV ASSET MANAGEMENT 0.01% of their portfolio | 510.1k $4.9m | Added +37.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 506.4k $4.9m | Reduced -196.9k |
| Legal & General Group Plc 0.00% of their portfolio | 456.5k $4.4m | Reduced -58.3k |
| HRT FINANCIAL LP 0.02% of their portfolio | 448.4k $4.3m | Added +312.2k |
| UBS Group AG 0.00% of their portfolio | 433.5k $4.2m | Reduced -915.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 422.8k $4.1m | Added +307.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 416.8k $4.0m | Added +202.9k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 405.2k $3.9m | Reduced -1.7m |
| Y-Intercept (Hong Kong) Ltd 0.09% of their portfolio | 401.5k $3.9m | Added +222.9k |
| WINTON GROUP Ltd 0.19% of their portfolio | 377.1k $3.6m | Reduced -103.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 372.2k $3.6m | Reduced -27.9k |
| BARCLAYS PLC 0.00% of their portfolio | 350.7k $3.4m | Added +97.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 350.4k $3.4m | Reduced -5.0m |
| S&T Bank/PA 1.01% of their portfolio | 344.7k $3.3m | Reduced -10.0k |
| INTECH INVESTMENT MANAGEMENT LLC 0.03% of their portfolio | 318.9k $3.1m | Reduced -102.9k |
| NorthCoast Asset Management LLC 0.01% of their portfolio | 315.5k $3.0m | Added +111.7k |
| Swiss National Bank 0.00% of their portfolio | 313.2k $3.0m | Reduced -40.4k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 312.3k $3.0m | Reduced -769 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 296.4k $2.9m | Added +104.9k |
| Engineers Gate Manager LP 0.03% of their portfolio | 292.3k $2.8m | Added +40.8k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.11% of their portfolio | 285.6k $2.7m | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 262.2k $2.5m | Reduced -5.0k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.19% of their portfolio | 257.8k $2.5m | New |
| Man Group plc 0.01% of their portfolio | 251.9k $2.4m | Reduced -1.8m |
| Bridge City Capital, LLC 0.63% of their portfolio | 234.2k $2.3m | Reduced -3.2k |
| EASTERLY INVESTMENT PARTNERS LLC 0.16% of their portfolio | 232.9k $2.2m | Added +149.5k |
| CAXTON ASSOCIATES LLP 0.06% of their portfolio | 230.3k $2.2m | Added +156.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 229.8k $2.2m | Reduced -2.2k |
| GREAT LAKES ADVISORS, LLC 0.02% of their portfolio | 222.0k $2.1m | Added +54.9k |
| CAPSTONE INVESTMENT ADVISORS, LLC 0.02% of their portfolio | 207.2k $2.0m | New |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 198.1k $1.9m | Reduced -4.7k |
| NATIXIS ADVISORS, LLC 0.00% of their portfolio | 194.3k $1.9m | Reduced -11.9k |
| GROUP ONE TRADING LLC 0.06% of their portfolio | 192.7k $1.9m | Added +157.5k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 186.2k $1.8m | Reduced -12.0k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 179.7k $1.7m | Reduced -105.0k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 177.9k $1.7m | Added +18.6k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 173.6k $1.7m | Added +34.4k |
| Weiss Asset Management LP 0.03% of their portfolio | 170.4k $1.6m | Not comparable |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 167.4k $1.6m | Added +672 |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 165.8k $1.6m | Reduced -40.6k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 164.5k $1.6m | Reduced -308.7k |
| CITIGROUP INC 0.00% of their portfolio | 160.1k $1.5m | Reduced -190.2k |
| ADVISORY RESEARCH INC 0.24% of their portfolio | 159.1k $1.5m | Added +47.4k |
| Quinn Opportunity Partners LLC 0.13% of their portfolio | 158.6k $1.5m | Reduced -168.8k |
| FORA Capital, LLC 0.16% of their portfolio | 151.2k $1.5m | Added +119.5k |
| PARADIGM CAPITAL MANAGEMENT INC/NY 0.07% of their portfolio | 146.8k $1.4m | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp 0.00% of their portfolio | 146.7k $1.4m | Added +11.0k |
| Diamond Hill Capital Management, LLC (Investment Advisor) 0.01% of their portfolio | 143.7k $1.4m | New |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 143.5k $1.4m | Reduced -14.3k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 142.4k $1.4m | Added +100.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 137.6k $1.3m | Added +7.2k |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 137.1k $1.3m | Reduced -1.4m |
| IMC-Chicago, LLC 0.03% of their portfolio | 136.5k $1.3m | New |
| ExodusPoint Capital Management, LP 0.02% of their portfolio | 135.3k $1.3m | Reduced -204.2k |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 127.1k $1.2m | Added +87.9k |