Stocklore

Alcoa Corporation (AA)

Materials · US stock

What changed in recent filings

  • Aluminum segment 63% → 87%Sep 30, 2024 → Jun 30, 2026
  • Institutions — 1 new · 2 added · 1 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding Alcoa Corporation

How many of the institutions we track reported holding this stock, quarter by quarter.

max 6
2019 Q1 · 22019 Q2 · 12019 Q3 · 12019 Q4 · 62020 Q1 · 22020 Q2 · 42020 Q3 · 22020 Q4 · 42021 Q1 · 42021 Q2 · 42021 Q3 · 42021 Q4 · 32022 Q1 · 42022 Q2 · 22022 Q3 · 22022 Q4 · 22023 Q1 · 42023 Q2 · 22023 Q3 · 32023 Q4 · 32024 Q1 · 32024 Q2 · 22024 Q3 · 22024 Q4 · 22025 Q1 · 42025 Q2 · 32025 Q3 · 32025 Q4 · 22026 Q1 · 62026 Q2 · 5
19 Q122 Q326 Q2

2019 Q1: 2 → 2026 Q2: 5 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Alcoa Corporation

Institutions we track that reported holding this stock in their most recent 13F.

  • Temasek Holdings (Singapore)0.18% of portfolio · since 2024 Q3
  • Duquesne Family Office0.19% of portfolio · since 2025 Q4
  • Tudor Investment Corp0.03% of portfolio · since 2026 Q1
  • Bridgewater Associates0.01% of portfolio · since 2026 Q1
  • Capital World Investorsunder 0.01% of portfolio · held as of 2026 Q2 or earlier

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

Alcoa is a vertically integrated aluminum company whose operations include bauxite mining, alumina refining, and manufacturing primary aluminum. It is one of the world's largest bauxite miners and alumina refiners by production volume, but sits outside the top-10 aluminum producers, a list dominated by Chinese companies. Profits are closely tied to prevailing commodity prices along the aluminum supply chain.Alcoa was the first mass producer of aluminum, launching the world-changing Hall-Heroult smelting process in the 1880s, making aluminum affordable. It listed as a public company in 1925. In 2016, Alcoa spun off its automotive and aerospace metal parts segment to focus on mining, smelting, and refining. It bought the 40% unowned balance of AWAC in mid-2024.

What is the Materials sector?

Mining, precious metals, and steel. Sensitive to commodity prices and the dollar.

Alcoa Corporation is classified under the Materials sector. See peers below.

AA segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Sep '24Jun '25Jun '26
Aluminum 87%Alumina 14%Bauxite 2%Energy 1%Other products -4%

2 quarters with a different segment breakdown were omitted (filing basis changed).

ETFs holding Alcoa Corporation

Per SEC N-PORT · 2026-06-30 · by weight · factual

VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.02%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.02%

AA on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Materials average
See full AA analysis →

AA FAQ

What is Alcoa Corporation (AA)?

Alcoa is a vertically integrated aluminum company whose operations include bauxite mining, alumina refining, and manufacturing primary aluminum. It is one of the world's largest bauxite miners and alumina refiners by production volume, but sits outside the top-10 aluminum producers, a list dominated by Chinese companies. Profits are closely tied to prevailing commodity prices along the aluminum supply chain.Alcoa was the first mass producer of aluminum, launching the world-changing Hall-Heroult smelting process in the 1880s, making aluminum affordable. It listed as a public company in 1925. In 2016, Alcoa spun off its automotive and aerospace metal parts segment to focus on mining, smelting, and refining. It bought the 40% unowned balance of AWAC in mid-2024.

What sector is Alcoa Corporation in?

Alcoa Corporation is classified under Materials. Mining, precious metals, and steel. Sensitive to commodity prices and the dollar.

Where can I analyze Alcoa Corporation (AA) stock?

On Stocklore you can see AA's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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