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O'SHAUGHNESSY ASSET MANAGEMENT, LLC - Portfolio Stock Holdings

O'SHAUGHNESSY ASSET MANAGEMENT, LLC disclosed 2805 stock positions in a recent SEC 13F filing. $19,681,937,796 of stock holdings were filed, with the largest holdings including AAPL, NVDA, and MSFT. This filing represented positions held on March 31, 2026, and was filed on May 13, 2026.

We estimate the fund has a total AUM of $19,782,138,121 and has 103 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

March 31, 2026

No. of Stocks:

2805

Est. Stock Holding Value:

$19,681,937,796

Top Stock Holdings By Sector

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Portfolio Stock Holdings - O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.