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 ($12.5m this quarter). Holder counts are more reliable. Shares outstanding: 167.6m as of 2026-06-02, 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 ≈ $17.19. Options: 20 managers hold calls ($54.1m notional), 14 hold puts ($62.2m).
Trends to Q2 2026
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 |
| Q3 2025 | 335 |
| Q4 2025 | 384 |
| Q1 2026 | 368 |
| Q2 2026 | 346 |
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 2024 | 179 | 182 |
| Q4 2024 | 181 | 189 |
| Q1 2025 | 178 | 191 |
| Q2 2025 | 168 | 198 |
| Q3 2025 | 187 | 192 |
| Q4 2025 | 199 | 172 |
| Q1 2026 | 195 | 192 |
| Q2 2026 | 154 | 212 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $186.6m | $154.6m | 0.83 |
| Q4 2025 | $257.0m | $227.9m | 0.89 |
| Q1 2026 | $73.6m | $68.3m | 0.93 |
| Q2 2026 | $54.1m | $62.2m | 1.15 |
Biggest buyers
| CITADEL ADVISORS LLC | Added | +3.3m |
| D. E. Shaw & Co., Inc. | Added | +2.1m |
| Boston Partners | New | +1.8m |
| BlackRock, Inc. | Added | +1.7m |
| LSV ASSET MANAGEMENT | Added | +1.6m |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +1.4m |
| Greenhouse Funds LLLP | New | +1.3m |
| Freestone Grove Partners LP | Added | +1.3m |
| Interval Partners, LP | New | +1.3m |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Added | +1.0m |
Biggest sellers
| GOLDMAN SACHS GROUP INC | Reduced | -3.5m |
| FULLER & THALER ASSET MANAGEMENT, INC. | Sold out | -3.1m |
| Qube Research & Technologies Ltd | Reduced | -2.9m |
| Point72 Asset Management, L.P. | Sold out | -1.4m |
| JANE STREET GROUP, LLC | Reduced | -1.4m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Sold out | -1.1m |
| OBERWEIS ASSET MANAGEMENT INC/ | Sold out | -1.0m |
| Trexquant Investment LP | Sold out | -1.0m |
| RENAISSANCE TECHNOLOGIES LLC | Sold out | -971.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -926.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $14.6m849.2k shares |
| CITADEL ADVISORS LLC | Added | $7.6m439.0k shares |
| JANE STREET GROUP, LLC | Added | $5.7m331.7k shares |
| IMC-Chicago, LLC | Reduced | $5.2m302.4k shares |
| J. Goldman & Co LP | Reduced | $3.4m200.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $3.1m177.8k shares |
| Walleye Trading LLC | Added | $2.8m161.9k shares |
| Interval Partners, LP | New | $2.1m123.9k shares |
| Caption Management, LLC | Added | $2.1m123.9k shares |
| GROUP ONE TRADING LLC | Reduced | $1.4m80.7k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $17.0m989.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $16.1m936.6k shares |
| JANE STREET GROUP, LLC | Reduced | $9.5m549.7k shares |
| GROUP ONE TRADING LLC | Reduced | $4.1m236.2k shares |
| IMC-Chicago, LLC | Added | $3.4m199.4k shares |
| SIMPLEX TRADING, LLC | Added | $3.4m199.0k shares |
| Walleye Trading LLC | Added | $3.0m176.1k shares |
| UBS Group AG | New | $2.1m120.0k shares |
| HRT FINANCIAL LP | Reduced | $1.4m80.4k shares |
| Alphadyne Asset Management LP | Added | $966.6k56.2k 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 since 1 Apr 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 |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 2 | $702.8k | — |
| Q1 2025 | 0 | — | 1 | $48.0k | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 7 | $3.5m | — |
| Q4 2025 | 0 | — | 5 | $12.0m | — |
| Q1 2026 | 0 | — | 3 | $26.9m | — |
| Q2 2026 | 0 | — | 2 | $99.7k | — |
| Q3 2026 | 0 | — | 3 | $148.1k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-07-17 | Sable David M. Director | Sold | $99.6k5.8k shares |
| 2026-07-07 | Spiegel Noel Joseph Director | Sold | $48.5k2.9k shares |
| 2026-07-07 | MCMILLAN CARY D Director | Sold | $48.5k2.9k shares |
| 2026-04-06 | Spiegel Noel Joseph Director | Sold | $50.0k2.9k shares |
| 2026-04-06 | MCMILLAN CARY D Director | Sold | $49.7k2.9k 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, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 26.7m $458.6m | Added +1.7m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 11.8m $202.2m | Added +1.4m |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 10.3m $176.4m | Added +991.6k |
| STATE STREET CORP 0.00% of their portfolio | 6.9m $118.0m | Added +215.6k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 6.8m $117.7m | Reduced -12.1k |
| D. E. Shaw & Co., Inc. 0.07% of their portfolio | 6.6m $113.8m | Added +2.1m |
| AMERICAN CENTURY COMPANIES INC 0.05% of their portfolio | 6.4m $109.8m | Reduced -386.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.04% of their portfolio | 5.9m $100.8m | Reduced -474.8k |
| UBS Group AG 0.01% of their portfolio | 4.1m $70.8m | Added +454.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 4.1m $69.7m | Added +174.9k |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 3.9m $67.0m | Added +3.3m |
| LSV ASSET MANAGEMENT 0.09% of their portfolio | 2.8m $47.4m | Added +1.6m |
| Nykredit A/S 0.14% of their portfolio | 2.7m $46.0m | First filing |
| Allianz Asset Management GmbH 0.04% of their portfolio | 2.6m $43.6m | Added +20.0k |
| MORGAN STANLEY 0.00% of their portfolio | 2.3m $39.2m | Reduced -149.8k |
| Fisher Asset Management, LLC 0.01% of their portfolio | 2.2m $37.9m | Reduced -19.1k |
| Woodline Partners LP 0.10% of their portfolio | 2.0m $33.7m | Added +744.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.9m $33.4m | Added +189.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.9m $33.2m | Reduced -1.2k |
| Boston Partners 0.03% of their portfolio | 1.8m $31.0m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.7m $29.2m | Reduced -3.5m |
| Bank of New York Mellon Corp 0.00% of their portfolio | 1.6m $27.6m | Added +20.1k |
| FMR LLC 0.00% of their portfolio | 1.6m $27.1m | Reduced -122.3k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 1.5m $26.4m | Reduced -1.4m |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 1.4m $24.2m | Reduced -10.3k |
| Freestone Grove Partners LP 0.16% of their portfolio | 1.4m $23.7m | Added +1.3m |
| J. Goldman & Co LP 0.81% of their portfolio | 1.3m $23.0m | Reduced -50.0k |
| Squarepoint Ops LLC 0.04% of their portfolio | 1.3m $22.7m | Reduced -265.6k |
| Greenhouse Funds LLLP 1.19% of their portfolio | 1.3m $22.6m | New |
| Interval Partners, LP 0.71% of their portfolio | 1.3m $22.1m | New |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 1.3m $21.8m | Added +36.3k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.41% of their portfolio | 1.2m $20.8m | Added +203.3k |
| LAZARD ASSET MANAGEMENT LLC 0.03% of their portfolio | 1.2m $20.6m | Reduced -96.0k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.33% of their portfolio | 1.1m $18.9m | Added +1.0m |
| Invesco Ltd. 0.00% of their portfolio | 1.1m $18.9m | Added +386.5k |
| CAPITAL FUND MANAGEMENT S.A. 0.13% of their portfolio | 1.1m $18.5m | Added +579.0k |
| Nuveen, LLC 0.00% of their portfolio | 1.0m $18.0m | Reduced -865.0k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 1.0m $17.7m | Added +15.6k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 921.1k $15.5m | Reduced -750.3k |
| PRUDENTIAL FINANCIAL INC 0.02% of their portfolio | 898.0k $15.4m | Reduced -29.4k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 892.2k $15.3m | Reduced -2.9m |
| Schonfeld Strategic Advisors LLC 0.08% of their portfolio | 853.4k $14.7m | Added +153.0k |
| TUDOR INVESTMENT CORP ET AL 0.06% of their portfolio | 786.0k $13.5m | Reduced -507.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 769.2k $13.2m | Reduced -43.9k |
| SummitTX Capital, L.P. 0.34% of their portfolio | 754.2k $13.0m | New |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 742.5k $12.8m | Added +287.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 697.4k $12.0m | Added +489.6k |
| Empowered Funds, LLC 0.06% of their portfolio | 678.6k $11.7m | Added +660.8k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 638.5k $11.0m | Added +150.6k |
| NFJ INVESTMENT GROUP, LLC 0.37% of their portfolio | 637.3k $11.0m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 629.5k $10.8m | Added +460.7k |
| Connor, Clark & Lunn Investment Management Ltd. 0.02% of their portfolio | 625.0k $10.8m | Added +191.4k |
| ALGERT GLOBAL LLC 0.12% of their portfolio | 577.8k $9.9m | Added +45.2k |
| Cinctive Capital Management LP 0.39% of their portfolio | 572.3k $9.8m | Added +345.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 572.1k $9.8m | Reduced -25.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 542.8k $9.3m | Reduced -216.0k |
| Public Sector Pension Investment Board 0.02% of their portfolio | 535.3k $9.2m | Reduced -28.7k |
| Susquehanna Portfolio Strategies, LLC 0.14% of their portfolio | 523.7k $9.0m | Added +245.7k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 437.1k $7.5m | Reduced -152.6k |
| Bridgewater Associates, LP 0.03% of their portfolio | 425.6k $7.3m | Reduced -232.7k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 413.6k $7.1m | Added +292.2k |
| Night Squared LP 0.76% of their portfolio | 409.4k $7.0m | New |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.45% of their portfolio | 405.6k $7.0m | New |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 396.2k $6.8m | Reduced -54.3k |
| Legal & General Group Plc 0.00% of their portfolio | 388.0k $6.7m | Reduced -14.4k |
| NORGES BANK 0.00% of their portfolio | 356.1k $6.1m | Not comparable |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 349.2k $6.0m | Reduced -15.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 341.6k $5.9m | Added +161.5k |
| CITIGROUP INC 0.00% of their portfolio | 331.8k $5.7m | Added +298.9k |
| Hillsdale Investment Management Inc. 0.13% of their portfolio | 330.8k $5.7m | Added +2.1k |
| Man Group plc 0.01% of their portfolio | 309.0k $5.3m | Added +199.6k |
| Swiss National Bank 0.00% of their portfolio | 301.0k $5.2m | Reduced -17.6k |
| Creative Planning 0.00% of their portfolio | 288.7k $5.0m | Added +26.8k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 288.0k $5.0m | Added +15.7k |
| EASTERLY INVESTMENT PARTNERS LLC 0.23% of their portfolio | 266.9k $4.6m | Added +84.4k |
| Convergence Investment Partners, LLC 0.42% of their portfolio | 259.6k $4.5m | Added +75.4k |
| BARCLAYS PLC 0.00% of their portfolio | 259.1k $4.5m | Added +44.2k |
| GREAT LAKES ADVISORS, LLC 0.03% of their portfolio | 250.1k $4.3m | Added +51.4k |
| BESSEMER GROUP INC 0.01% of their portfolio | 225.7k $3.9m | Added +280 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 219.4k $3.8m | Added +32.3k |
| MACKENZIE FINANCIAL CORP 0.00% of their portfolio | 216.6k $3.7m | Reduced -12.9k |
| HUSSMAN STRATEGIC ADVISORS, INC. 0.83% of their portfolio | 210.0k $3.6m | Unchanged |
| Verition Fund Management LLC 0.03% of their portfolio | 207.9k $3.6m | New |
| Kingsview Wealth Management, LLC 0.04% of their portfolio | 207.2k $3.6m | Added +48.6k |
| SG Americas Securities, LLC 0.00% of their portfolio | 201.8k $3.5m | Added +99.5k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% of their portfolio | 197.1k $3.4m | Added +19.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 191.9k $3.3m | Added +47.1k |
| Quantinno Capital Management LP 0.00% of their portfolio | 188.3k $3.2m | Added +159.4k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 187.7k $3.1m | Reduced -59.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 181.4k $3.1m | Reduced -5.4k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 177.9k $3.1m | Reduced -186.2k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 177.2k $3.0m | Added +24.5k |
| Numerai GP LLC 0.24% of their portfolio | 170.8k $2.9m | Reduced -4.9k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 170.7k $2.9m | Reduced -4.7k |
| Corient Private Wealth LP 0.00% of their portfolio | 164.0k $2.8m | New |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 149.6k $2.6m | Reduced -10.3k |
| CastleKnight Management LP 0.09% of their portfolio | 149.4k $2.6m | Unchanged |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 146.7k $2.5m | Unchanged |
| Diamond Hill Capital Management, LLC (Investment Advisor) 0.02% of their portfolio | 146.4k $2.5m | Added +48.1k |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 146.4k $2.5m | Unchanged |