Vote Scores

Home / Filers / Advisers Investment Trust

Form N-PX · fund registrantSEC filer no. 1516523

Advisers Investment Trust

fund voting report

Vote records reported
7,590year to 30 June 2026
Against management
4.3%328 of 7,585 marked votes
Say-on-pay support
93.7%for, of for + against + abstain
Shareholder-proposal support
18.9%for, of for + against + abstain
91.6% for6.9% against1.6% other4.3% against management7,590 votes

foragainstabstain, withhold or otheramber tick: the portion cast against management

Advisers Investment Trust reported 7,590 vote records for the year to 30 June 2026. It marked 4.3% of its votes as cast against management (328 of 7,585), 1.9 percentage points below the median fund registrant, which was 6.2%.

Weighted by the number of shares voted, the against-management share is 5.1%. The two figures differ when the votes against management fall on larger or smaller holdings than the rest.

On pay and on shareholder proposals: it voted for 93.7% of the section 14A say-on-pay items it reported (the median fund registrant: 91.6%) and it voted for 18.9% of the proposals put forward by security holders (the median fund registrant: 27.5%).

By category, votes against management were most frequent in SHAREHOLDER RIGHTS AND DEFENSES (35.0% of 40), HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE (27.5% of 51) and COMPENSATION (14.8% of 216).

Compared with other filers

Each rate is defined once, in the methodology. The median is taken over 1,241 fund registrants with at least 25 vote records in the season.

year to 30 June 2026This filerMedian fund registrantAll filers pooled
Against-management share4.3%6.2%10.6%
Say-on-pay support rate93.7%91.6%86.0%
Shareholder-proposal support rate18.9%27.5%33.9%
Shares on loan, share of shares held0.00%0.00%3.12%
Largest families, year to 30 June 2026Against managementSay-on-pay supportShareholder-proposal support
Vanguard20.1%94.1%42.0%
BlackRock and iShares7.5%88.3%11.9%
Fidelity6.0%94.7%27.6%
Dimensional16.4%78.9%57.4%
State Street and SPDR16.9%77.1%50.4%

Votes by category

Filers choose one or more categories for each vote, so a vote can appear in more than one row. Category names are printed as Form N-PX defines them.

Category (as the form names it)VotesForAgainstAgainst managementSplit
DIRECTOR ELECTIONS5,4105,263622.7%
SECTION 14A SAY-ON-PAY VOTES594531366.4%
AUDIT-RELATED58557871.2%
SHAREHOLDER RIGHTS AND DEFENSES40251535.0%
EXTRAORDINARY TRANSACTIONS4538711.1%
CAPITAL STRUCTURE10410319.6%
COMPENSATION2161783814.8%
CORPORATE GOVERNANCE40421918510.3%
ENVIRONMENT OR CLIMATE112199314.3%
HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE51153427.5%
DIVERSITY, EQUITY, AND INCLUSION666604.5%
OTHER SOCIAL ISSUES1612413312.4%

By season

SeasonVote recordsAgainst managementSay-on-pay supportShareholder-proposal supportSplit
year to 30 June 20247,4936.3%96.9%28.5%
year to 30 June 20257,2994.9%95.4%26.7%
year to 30 June 20267,5904.3%93.7%18.9%

Say-on-pay votes against management

Counting one say-on-pay item per company meeting, Advisers Investment Trust voted against management on 22 of the 312 it marked either way (7.1%) in the year to 30 June 2026.

Shareholder proposals it supported

Of 247 proposals from security holders that could be told apart in the filings and on which it cast a vote, Advisers Investment Trust voted for 46 (18.6%). The 40 at the companies with the most reporting filers are listed. Titles are the most common wording among filers; where a wording could name a person, the SEC category is printed instead.

CompanyMeetingProposal
Microsoft Corporation5 Dec 2025Report on Human Rights Due Diligence
Microsoft Corporation5 Dec 2025Report on Data Operations in Human Rights Hotspots
NVIDIA Corporation24 Jun 2026Approval of a non-binding stockholder proposal requesting reporting on greenhouse gas emissions from the...
NVIDIA Corporation24 Jun 2026Approval of a non-binding stockholder proposal requesting the replacement of supermajority voting...
Alphabet Inc.5 Jun 2026Shareholder proposal regarding a report on AI data usage oversight
Alphabet Inc.5 Jun 2026Shareholder proposal regarding equal shareholder voting
Tesla, Inc.6 Nov 2025A shareholder proposal to seek shareholder approval before adopting an amendment to the bylaws pursuant to...
Tesla, Inc.6 Nov 2025Declassify the Board of Directors
Tesla, Inc.6 Nov 2025Shareholder proposal: CORPORATE GOVERNANCE
Verizon Communications Inc.21 May 2026Board oversight of material issues related to climate change
QUALCOMM Incorporated17 Mar 2026Stockholder proposal entitled "Report on Risk of China Exposure."
AT&T INC.14 May 2026EEO-1 Report Disclosure Policy
Wells Fargo & Company28 Apr 2026Shareholder Proposal - Energy Supply Ratio.
Bristol-Myers Squibb Company5 May 2026Require Independent Board Chair
The Goldman Sachs Group, Inc.29 Apr 2026Shareholder Proposal Regarding Disclosure of Energy Supply Ratio
Intel Corporation13 May 2026Stockholder proposal requesting a report on risk of China exposure.
Gilead Sciences, Inc.30 Apr 2026To vote on a stockholder proposal requesting a report on the impact of extended patent exclusivities on...
PALANTIR TECHNOLOGIES INC.3 Jun 2026Stockholder proposal entitled "Human Rights Impact Assessment,"
PALANTIR TECHNOLOGIES INC.3 Jun 2026Stockholder proposal entitled "Political Spending Disclosure,"
Deere & Company25 Feb 2026Shareholder proposal on shareholder right to act by written consent
Palo Alto Networks, Inc.9 Dec 2025To consider and vote upon a shareholder proposal, if properly presented at the Annual Meeting, regarding...
Booking Holdings Inc.2 Jun 2026Non-binding stockholder vote on a proposal to avoid brand damage due to corporate political spending.
Meta Platforms, Inc.27 May 2026A shareholder proposal regarding annual vote regarding executive pay.
Meta Platforms, Inc.27 May 2026A shareholder proposal regarding disclosure of voting results by share class.
Meta Platforms, Inc.27 May 2026A shareholder proposal regarding report on climate change-related commitments.
Meta Platforms, Inc.27 May 2026A shareholder proposal regarding dual class capital structure.
United Parcel Service, Inc.7 May 2026To take steps to reduce the voting power of UPS class A stock from 10 votes per share to one vote per share.
THE SOUTHERN COMPANY13 May 2026Stockholder proposal regarding a report on data center costs
O'Reilly Automotive, Inc.14 May 2026Shareholder proposal entitled "Avoid Brand Damage due to Corporate Political Spending."
Otis Worldwide Corporation27 May 2026Shareholder proposal regarding reporting on political contributions and expenditures
General Mills, Inc.30 Sep 2025Shareholder Proposal - Disclosure of Regenerative Agriculture Practices Within Supply Chain.
Cintas Corporation28 Oct 2025A shareholder proposal regarding support for shareholder ability to call for a special shareholder meeting.
AppLovin Corporation3 Jun 2026Stockholder proposal regarding disclosure of voting results by class of shares
Datadog, Inc.15 Jun 2026The stockholder proposal, if properly presented at the Annual Meeting, requesting the adoption of a simple...
NRG Energy, Inc.30 Apr 2026To vote on a stockholder proposal to give shareholders the ability to call for a special shareholder meeting
Edison International23 Apr 2026Shareholder Proposal Regarding Retention of Equity
Workday, Inc.16 Jun 2026To consider and vote upon a stockholder proposal regarding disclosure of employee retention rates by...
Workday, Inc.16 Jun 2026To consider and vote upon a stockholder proposal regarding disclosure of voting results based on share class.
Regions Financial Corporation6 May 2026Shareholder Proposal Relating to Special Shareholder Meeting.
ON Semiconductor Corporation14 May 2026To vote on a stockholder proposal regarding simple majority voting

Shares on loan

Advisers Investment Trust reported no shares on loan for the year to 30 June 2026. Shares lent out at the record date cannot be voted by the lender, which is why Form N-PX asks for the figure. More on lending and votes.

Fund series in this filing

3 series reported votes. A vote record can list several series. Series with 500 or more vote records have their own page.

SeriesVote recordsAgainst managementSay-on-pay supportShareholder-proposal support
State Farm Growth Fund3,7804.3%94.3%18.7%
State Farm Balanced Fund3,3264.1%94.0%19.1%
Independent Franchise Partners US Equity Fund4845.8%79.2%20.0%

The filings

These figures are read from the filer's own Form N-PX. If a vote on this page looks wrong, the filing is the record: a dispute about a filed vote is a matter for the filer, and an error in how this site read the filing is a matter for corrections.

Questions

How did Advisers Investment Trust vote on executive pay?

In the year to 30 June 2026 Advisers Investment Trust reported 567 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 531 were for (93.7%), 36 against and 0 abstentions. Counting one item per company meeting, it voted against management on 22 of the 312 say-on-pay items it marked either way.

How often does Advisers Investment Trust vote against management?

4.3% of the time in the year to 30 June 2026: 328 of the 7,585 votes it marked as for or against management. Form N-PX asks each filer to state, vote by vote, whether the vote was for or against management's recommendation; this figure counts those marks.

Did Advisers Investment Trust support shareholder proposals on climate?

In the category ENVIRONMENT OR CLIMATE it reported 109 votes on proposals from security holders in the year to 30 June 2026 and voted for 16 of them (14.7%). Across every category it voted for 18.9% of security-holder proposals. Filers choose the category for each vote, so the same proposal can sit in different categories in different filings.

Is this the result of the meetings?

No. Form N-PX shows how this filer voted the shares it held. It does not show how other shareholders voted or whether a proposal was approved. Companies report certified results separately, on Form 8-K.

Where does the data come from?

From the Form N-PX filings of this filer on the SEC's EDGAR system, read as filed. The SEC does not verify the contents. Amended filings (N-PX/A) replace the filings they amend. Data on this page runs through 23 Sep 2026.

Provenance: SEC EDGAR, Form N-PX and N-PX/A filings by Advisers Investment Trust (filer no. 1516523), read as filed and not verified by the SEC. Amended filings replace the filings they amend. Filings read through 23 Sep 2026; page built 26 Sep 2026.