Albemarle Corp. (alb 7.25 03/01/27)Preferred / convertible

13F holders, Q4 2025 (December 31)
83holders +6
14new positions
9sold out
1famous investor
$59.28avg. 13F price*

At the end of Q4 2025, 83 institutions reported holding Albemarle Corp. (alb 7.25 03/01/27) in their 13F filings, up 6 from Q3 2025. 14 opened new positions and 9 sold out. The largest holders were Franklin Resources Inc. ($496.7M), Capital World Investors ($241.4M) and BlackRock, Inc. ($226.8M). One famous investor held it David E. Shaw ( of D. E. Shaw & Co.'s portfolio).

Company
Albemarle Corp. (alb 7.25 03/01/27)
CUSIP
012653200
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 61Q1 2024Q2 2024: 66Q2 2024Q3 2024: 70Q3 2024Q4 2024: 77Q4 2024Q1 2025: 82Q1 2025Q2 2025: 74Q2 2025Q3 2025: 77Q3 2025Q4 2025: 83Q4 2025Q1 2026: 89Q1 2026Q2 2026: 85Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions14$210.9M
Exits9$231.0M

All 13F filers, Q3 2025 → Q4 2025: 7,563,335 shares bought and 8,248,923 shares sold, net −685,588 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 83 holders

Franklin Resources Inc. — Reduce -9.7% 8,362,645 $496.7M
Capital World Investors — Add +0.1% 4,064,183 $241.4M
BlackRock, Inc. — Reduce -4.1% 3,818,220 $226.8M
Two Sigma Investments, LP — Add +106.2% 2,734,758 $162.4M
Voya Investment Management LLC — New 2,700,000 $160.4M
D. E. Shaw & Co. — Add +8.0% 2,700,000 $159.3M
Wolverine Asset Management LLC — Add +8.6% 1,447,324 $85.5M
Van Eck Associates Corp. — Reduce -1.2% 1,386,936 $82.4M
Calamos Advisors LLC — Add +21.3% 1,236,486 $73.4M
Susquehanna Advisors Group, Inc. — Add +33.3% 1,200,000 $71.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. — Reduce -14.9% 1,030,675 $61.2M
Ameriprise Financial Inc. — Add +49.6% 805,435 $47.4M
Portman Square Capital LLP — Add +591.0% 691,000 $40.7M
State Street Corp. — Add +0.2% 643,520 $37.9M
Wells Fargo & Company — Add +306.4% 609,251 $36.2M
Sona Asset Management (us) LLC — No change 600,000 $35.4M
Sculptor Capital LP — New 583,121 $34.6M
Context Capital Management, LLC — No change 550,000 $32.7M
FMR LLC — Reduce -23.6% 528,100 $31.1M
Ssi Investment Management LLC — Add +23.0% 395,920 $23.3M
Magnetar Financial LLC — Add +150.0% 250,000 $14.7M
Financial Sense Advisors, Inc. — Reduce -46.2% 235,362 $14.0M
Credit Industriel Et Commercial — No change 225,000 $13.4M
Victory Capital Management Inc. — Reduce -3.0% 211,150 $12.5M
Walleye Capital LLC — Add +33.3% 200,000 $11.8M
Morgan Stanley — Reduce -40.1% 175,554 $10.4M
Invesco Ltd. — Add +19.6% 152,800 $9.1M
Citigroup Inc. — Reduce -47.4% 143,820 $8.5M
BlueCrest Capital Management Ltd — Reduce -47.1% 143,217 $8.5M
Bank of America Corp. — Reduce -36.2% 137,707 $8.2M
JPMorgan Chase & Co. — New 130,886 $7.8M
Mizuho Securities USA LLC — Add +171.0% 135,500 $7.7M
Baillie Gifford & Co. — No change 120,000 $7.1M
Barclays PLC — No change 111,065 $6.6M
Boston Research & Management Inc. — Reduce -4.1% 104,020 $6.2M
Advent Capital Management — No change 77,747 $4.6M
Uniplan Investment Counsel, Inc. — Reduce -3.8% 56,210 $3.3M
CSS LLC — New 49,843 $2.9M
Infrastructure Capital Advisors, LLC — Add +253.0% 45,180 $2.7M
Drum Hill Capital, LLC — Reduce -9.5% 41,605 $2.5M
Federated Hermes, Inc. — No change 37,000 $2.2M
Laffer Tengler Investments, Inc. — Reduce -0.5% 35,520 $2.1M
Gabelli Funds LLC — Reduce -17.3% 31,000 $1.8M
Palisade Capital Management, LP — Reduce -25.0% 30,000 $1.8M
RFG Advisory, LLC — Add +0.1% 29,478 $1.8M
Keystone Financial Group — Reduce -1.6% 28,750 $1.7M
Agf Management Ltd. — No change 26,000 $1.5M
Kelly Lawrence W & Associates Inc. — Add +76.6% 25,355 $1.5M
Union Bancaire Privee, UBP SA — New 27,500 $1.4M
Neuberger Berman Group LLC — New 22,980 $1.4M
Raymond James Financial Inc. — Reduce -12.6% 21,164 $1.3M
Skaana Management L.P. — Add +147.8% 19,264 $1.1M
LPL Financial LLC — New 14,578 $866K
Morse Asset Management, Inc — Reduce -22.2% 14,275 $843K
Capital International Sarl — No change 13,279 $789K
Central Pacific Bank - Trust Division — Add +42.5% 12,850 $763K
TCFG Wealth Management, LLC — Add +1.7% 12,150 $722K
Warberg Asset Management LLC — New 12,034 $709K
AdvisorNet Financial, Inc — Reduce -1.3% 11,798 $701K
Envestnet Asset Management Inc. — Add +0.9% 11,003 $653K
Jane Street Group, LLC — Add +18.8% 10,308 $612K
Shufro Rose & Co. LLC — Reduce -78.8% 9,850 $585K
Calamos Wealth Management LLC — New 6,700 $398K
Farther Finance Advisors, LLC — No change 6,230 $370K
Cutler Capital Management, LLC — No change 5,125 $304K
Unify Financial Advisors — — 4,820 $286K
Advisory Services Network, LLC — Reduce -4.8% 4,630 $275K
&partners — New 4,251 $250K
Mutual Advisors, LLC — New 3,551 $211K
Steward Partners Investment Advisory, LLC — Reduce -56.9% 1,724 $102K
Fifth Third Bancorp — No change 1,589 $94K
Sunbelt Securities, Inc. — No change 1,250 $74K
Private Trust Co. NA — No change 750 $45K
Comerica Bank — Reduce -32.9% 560 $33K
Lanark Financial, Inc. — Reduce -1.0% 311 $18K
Blair William & Co. — No change 300 $18K
Osaic Holdings, Inc. — New 152 $9K
AE Wealth Management LLC — New 69 $4K
TD Private Client Wealth LLC — Reduce -12.2% 36 $2K
Global Retirement Partners, LLC — Reduce -2.9% 34 $2K
Pinnacle Bancorp, Inc. — No change 28 $2K
MAI Capital Management — New 23 $1K
CIBC Private Wealth Group LLC — No change 11 $653

"% of holder's portfolio" is ALBEMARLE CORP (ALB 7.25 03/01/27)'s weight in each manager's 13F, not the share of Albemarle Corp. (alb 7.25 03/01/27) the manager owns.