Firefly AerospaceFLY
13F holders, Q1 2026 (March 31)213holders +66
92new positions
27sold out
6famous investors
$28.39avg. 13F price*
At the end of Q1 2026, 213 institutions reported holding Firefly Aerospace Inc. (FLY) in their 13F filings, up 66 from Q4 2025. 92 opened new positions and 27 sold out. The largest holders were Ae Industrial Partners, LP ($1.0B), Vanguard Portfolio Management LLC ($69.1M) and Vanguard Capital Management LLC ($66.4M). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Firefly Aerospace Inc.
- CUSIP
- 31816X106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 92 | $163.7M |
| Exits | 27 | $44.5M |
All 13F filers, Q4 2025 → Q1 2026: 9,969,656 shares bought and 6,532,761 shares sold, net +3,436,895 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 213 holders
| Ae Industrial Partners, LP | 61.55% | No change | 35,227,754 | $1.0B |
| Vanguard Portfolio Management LLC | 0.00% | — | 2,427,201 | $69.1M |
| Vanguard Capital Management LLC | 0.00% | — | 2,333,889 | $66.4M |
| Van Eck Associates Corp. | 0.05% | New | 2,120,531 | $60.4M |
| BlackRock, Inc. | 0.00% | Add +40.1% | 2,037,915 | $58.0M |
| Capital World Investors | 0.00% | No change | 1,205,209 | $34.3M |
| UBS Group AG | 0.01% | Reduce -39.7% | 1,068,835 | $30.4M |
| Point72 Asset Management | 0.05% | New | 961,540 | $27.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.0% | 887,493 | $25.3M |
| Penserra Capital Management LLC | 0.26% | Add +173.4% | 766,654 | $21.8M |
| LBP Am SA | 0.29% | Add +230.6% | 740,026 | $21.1M |
| Temasek Holdings (Private) Ltd | 0.06% | Reduce -38.0% | 663,155 | $18.9M |
| Phoenix Financial Ltd. | 0.18% | No change | 660,060 | $18.8M |
| Hudson Bay Capital Management LP | 0.13% | Reduce -63.1% | 659,017 | $18.8M |
| Geode Capital Management, LLC | 0.00% | Add +7.2% | 651,929 | $18.6M |
| Invesco Ltd. | 0.00% | Add +7.3% | 557,040 | $15.9M |
| Tudor Investment Corporation | 0.08% | Reduce -11.5% | 538,698 | $15.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.3% | 632,779 | $14.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +285.8% | 496,821 | $14.1M |
| State Street Corp. | 0.00% | Add +25.4% | 490,869 | $14.0M |
| Marex Group Ltd | 0.14% | Add +126.4% | 462,208 | $13.2M |
| Morgan Stanley | 0.00% | Add +148.1% | 430,051 | $12.2M |
| Millennium Management | 0.01% | Add +25.6% | 330,897 | $9.4M |
| Renaissance Technologies | 0.01% | Add +1301.3% | 329,300 | $9.4M |
| Bank of America Corp. | 0.00% | Add +55.8% | 299,042 | $8.5M |
| WCM Investment Management, LLC | 0.02% | Reduce -50.0% | 340,730 | $8.0M |
| Defiance ETFs, LLC | 0.11% | New | 280,370 | $8.0M |
| Victory Capital Management Inc. | 0.01% | Add +2836.4% | 278,344 | $7.9M |
| Vident Advisory, LLC | 0.06% | New | 267,181 | $7.6M |
| Ieq Capital, LLC | 0.03% | New | 251,159 | $7.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | No change | 240,000 | $6.8M |
| Royal Bank of Canada | 0.00% | Add +1803.9% | 225,782 | $6.4M |
| Walleye Capital LLC | 0.04% | Reduce -13.9% | 225,000 | $6.4M |
| Raymond James Financial Inc. | 0.00% | Add +53.2% | 184,235 | $5.2M |
| FMR LLC | 0.00% | Reduce -40.3% | 180,198 | $5.1M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 178,620 | $5.1M |
| Northern Trust Corp. | 0.00% | Add +12.7% | 174,986 | $5.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +14.8% | 174,673 | $5.0M |
| Neuberger Berman Group LLC | 0.00% | Add +130.9% | 168,577 | $4.8M |
| Ghisallo Capital Management LLC | 0.13% | No change | 160,000 | $4.6M |
| Holocene Advisors, LP | 0.01% | New | 158,456 | $4.5M |
| Susquehanna International Group, LLP | 0.01% | Reduce -63.1% | 154,463 | $4.4M |
| LMR Partners LLP | 0.05% | No change | 151,546 | $4.3M |
| Seven Grand Managers, LLC | 0.29% | No change | 150,000 | $4.3M |
| Red Wave Investments LLC | 1.26% | New | 148,291 | $4.2M |
| Capital Fund Management S.A. | 0.03% | Add +42.6% | 130,595 | $3.7M |
| Burkehill Global Management, LP | 0.19% | No change | 125,000 | $3.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 124,900 | $3.6M |
| Wells Fargo & Company | 0.00% | Add +26.0% | 122,181 | $3.5M |
| Alyeska Investment Group, L.P. | 0.01% | Reduce -48.2% | 109,431 | $3.1M |
| BlueCrest Capital Management Ltd | 0.41% | Reduce -78.3% | 103,698 | $3.0M |
| Principal Financial Group Inc. | 0.00% | New | 100,528 | $2.9M |
| Nuveen, LLC | 0.00% | Add +293.0% | 99,828 | $2.8M |
| Blackstone Inc. | 0.01% | New | 94,342 | $2.7M |
| EFG International AG | 0.05% | New | 87,063 | $2.5M |
| Citadel Advisors | 0.00% | Reduce -72.4% | 85,285 | $2.4M |
| Citigroup Inc. | 0.00% | Reduce -31.3% | 81,154 | $2.3M |
| Bank of New York Mellon Corp | 0.00% | Add +30.7% | 76,796 | $2.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +52.0% | 74,043 | $2.1M |
| Lisanti Capital Growth, LLC | 0.49% | New | 68,955 | $2.0M |
| Franklin Resources Inc. | 0.00% | New | 65,901 | $1.9M |
| AQR Capital Management | 0.00% | New | 64,352 | $1.8M |
| Swiss National Bank | 0.00% | New | 63,000 | $1.8M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 62,348 | $1.8M |
| Needham Investment Management LLC | 0.09% | No change | 60,000 | $1.7M |
| MML Investors Services, LLC | 0.00% | Add +40.8% | 58,200 | $1.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 56,410 | $1.6M |
| Group One Trading LLC | 0.05% | Reduce -35.0% | 56,044 | $1.6M |
| Quantinno Capital Management LP | 0.00% | New | 50,263 | $1.4M |
| LPL Financial LLC | 0.00% | Add +5.2% | 46,763 | $1.3M |
| Huntleigh Advisors, Inc. | 0.23% | Add +2.8% | 46,546 | $1.3M |
| Marshall Wace, LLP | 0.00% | Reduce -63.0% | 45,900 | $1.3M |
| Squarepoint Ops LLC | 0.00% | New | 41,774 | $1.2M |
| Endowment Wealth Management, Inc. | 0.47% | New | 37,314 | $1.1M |
| Sei Investments Co. | 0.00% | New | 37,037 | $1.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -19.0% | 35,829 | $1.0M |
| Legal & General Group Plc | 0.00% | Add +1515.8% | 34,464 | $980K |
| Aquatic Capital Management LLC | 0.03% | New | 32,371 | $922K |
| First Trust Advisors LP | 0.00% | Add +7.1% | 32,235 | $918K |
| Ballentine Partners, LLC | 0.01% | New | 32,000 | $911K |
| Manufacturers Life Insurance Company, The | 0.00% | New | 31,813 | $906K |
| California State Teachers Retirement System | 0.00% | Add +2259.2% | 31,189 | $888K |
| Deutsche Bank AG | 0.00% | Add +20.4% | 30,914 | $880K |
| Deeter Investments LLP | 0.15% | New | 30,000 | $854K |
| REX Advisers, LLC | 4.89% | New | 29,400 | $837K |
| Oppenheimer & Co. Inc. | 0.01% | New | 29,115 | $829K |
| Man Group plc | 0.00% | New | 28,846 | $821K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 26,282 | $748K |
| Caitong International Asset Management Co., Ltd | 0.13% | Reduce -10.8% | 25,599 | $729K |
| Polen Capital Management LLC | 0.01% | New | 25,499 | $726K |
| Legato Capital Management LLC | 0.07% | New | 25,210 | $718K |
| Shay Capital LLC | 0.10% | Reduce -60.2% | 25,000 | $712K |
| Rhumbline Advisers | 0.00% | Add +4.1% | 24,904 | $709K |
| Alliancebernstein L.P. | 0.00% | Add +9.7% | 31,450 | $704K |
| Centiva Capital, LP | 0.03% | New | 24,000 | $683K |
| Savvy Advisors, Inc. | 0.02% | New | 23,983 | $683K |
| Signaturefd, LLC | 0.01% | Add +18170.4% | 22,838 | $650K |
| Penney Financial, LLC | 0.25% | New | 22,793 | $649K |
| Polymer Capital Management (US) LLC | 0.09% | Reduce -1.1% | 22,250 | $633K |
| Stifel Financial Corp. | 0.00% | New | 21,649 | $616K |
| Scientech Research LLC | 0.51% | New | 21,472 | $611K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 21,088 | $600K |
| State of Wisconsin Investment Board | 0.00% | New | 20,423 | $581K |
| LuminArx Capital Management LP | 0.59% | Reduce -81.4% | 20,000 | $569K |
| Rockefeller Capital Management L.P. | 0.00% | Add +217.7% | 19,314 | $550K |
| SG Americas Securities, LLC | 0.00% | Add +96.1% | 19,065 | $543K |
| Two Sigma Investments, LP | 0.00% | Reduce -95.8% | 18,271 | $520K |
| Resolute Advisors LLC | 0.21% | Add +70.1% | 18,200 | $518K |
| Quest Investment Management LLC | 0.06% | New | 18,104 | $515K |
| Janus Henderson Group PLC | 0.00% | New | 17,700 | $503K |
| Avidian Wealth Enterprises, LLC | 0.02% | New | 17,581 | $501K |
| BNP Paribas Financial Markets | 0.00% | Add +289.8% | 17,543 | $499K |
| Cerity Partners LLC | 0.00% | Add +19.2% | 16,889 | $481K |
| Exchange Traded Concepts, LLC | 0.00% | New | 16,876 | $480K |
| Mariner, LLC | 0.00% | New | 16,842 | $479K |
| Kingsview Wealth Management, LLC | 0.01% | Add +56.1% | 16,675 | $475K |
| Sargent Investment Group, LLC | 0.06% | New | 15,387 | $438K |
| Jain Global LLC | 0.01% | New | 14,058 | $400K |
| Federated Hermes, Inc. | 0.00% | New | 14,000 | $399K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | New | 12,710 | $362K |
| J. Safra Sarasin Holding AG | 0.01% | Add +23.4% | 12,577 | $358K |
| SummitTX Capital, L.P. | 0.01% | New | 12,383 | $353K |
| MetLife Investment Management, LLC | 0.00% | No change | 12,334 | $351K |
| Jones Financial Companies LLLP | 0.00% | Add +188.0% | 13,380 | $317K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +9.7% | 10,969 | $312K |
| WINTON GROUP Ltd | 0.01% | New | 10,662 | $304K |
| J. Derek Lewis & Associates Inc. | 0.07% | New | 13,100 | $302K |
| Sassicaia Capital Advisers LLC | 0.34% | New | 10,500 | $299K |
| Blair William & Co. | 0.00% | New | 10,450 | $298K |
| Canal Insurance CO | 0.06% | No change | 10,000 | $285K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 10,000 | $285K |
| Gabelli Funds LLC | 0.00% | New | 9,690 | $276K |
| Vontobel Holding Ltd. | 0.00% | New | 8,799 | $251K |
| Arizona State Retirement System | 0.00% | New | 8,748 | $249K |
| Vanguard Global Advisers, LLC | 0.00% | — | 8,739 | $249K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 6,960 | $229K |
| New York State Common Retirement Fund | 0.00% | Add +132.3% | 7,900 | $225K |
| Armistice Capital, LLC | 0.01% | New | 7,881 | $224K |
| Thompson Davis & Co., Inc. | 0.15% | New | 7,735 | $220K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 7,557 | $215K |
| Carlson Financial, Inc. | 0.13% | New | 7,544 | $215K |
| Wedbush Securities Inc. | 0.01% | New | 7,300 | $208K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -7.8% | 7,027 | $200K |
| Activest Wealth Management | 0.04% | New | 7,016 | $200K |
| KLP Kapitalforvaltning As | 0.00% | New | 7,000 | $199K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +30.9% | 6,847 | $195K |
| Natixis | 0.00% | New | 7,071 | $190K |
| Barclays PLC | 0.00% | Reduce -81.2% | 6,317 | $180K |
| Osaic Holdings, Inc. | 0.00% | Add +5.7% | 4,340 | $124K |
| Cwm, LLC | 0.00% | Add +41210.0% | 4,131 | $118K |
| US Bancorp \de | 0.00% | Add +27100.0% | 4,080 | $116K |
| Toth Financial Advisory Corp. | 0.01% | New | 4,020 | $114K |
| STRS Ohio | 0.00% | No change | 3,800 | $108K |
| Golden State Wealth Management, LLC | 0.01% | New | 3,790 | $108K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -29.1% | 3,103 | $88K |
| Parallel Advisors, LLC | 0.00% | Add +398.0% | 2,953 | $84K |
| Allworth Financial LP | 0.00% | Add +590.0% | 2,760 | $79K |
| Nisa Investment Advisors, LLC | 0.00% | New | 2,558 | $73K |
| Elequin Capital, LP | 0.02% | New | 2,289 | $65K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 2,052 | $58K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -82.1% | 2,016 | $57K |
| Russell Investments Group, Ltd. | 0.00% | Add +9.8% | 1,869 | $53K |
| Tradewinds Capital Management, LLC | 0.01% | New | 1,824 | $52K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,745 | $50K |
| Tema ETFs LLC | 0.00% | New | 1,708 | $49K |
| Intesa Sanpaolo S.p.A. | 0.00% | New | 1,800 | $42K |
| Lanark Financial, Inc. | 0.00% | Reduce -20.1% | 1,362 | $39K |
| KBC Group NV | 0.00% | New | 1,318 | $38K |
| Rakuten Securities, Inc. | 0.01% | Reduce -65.6% | 1,061 | $30K |
| Consultiva Wealth Management, Corp. | 0.08% | New | 1,000 | $28K |
| Advisory Services Network, LLC | 0.00% | New | 869 | $25K |
| Farther Finance Advisors, LLC | 0.00% | Add +356.7% | 685 | $20K |
| Huntington National Bank | 0.00% | Add +22.9% | 616 | $18K |
| Basecamp Wealth Advisors LLC | 0.00% | New | 603 | $17K |
| Leonteq Securities AG | 0.00% | Reduce -15.1% | 589 | $17K |
| Costello Asset Management, INC | 0.00% | No change | 500 | $14K |
| Delos Wealth Advisors, LLC | 0.01% | New | 400 | $11K |
| Sterling Capital Management LLC | 0.00% | Reduce -30.0% | 383 | $11K |
| GAMMA Investing LLC | 0.00% | Add +757.9% | 326 | $9K |
| Harbour Investments, Inc. | 0.00% | New | 297 | $8K |
| Hurley Capital, LLC | 0.00% | New | 245 | $7K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.5% | 236 | $7K |
| IMG Wealth Management, Inc. | 0.00% | New | 200 | $6K |
| Pacifica Partners Inc. | 0.00% | New | 200 | $6K |
| Fortitude Family Office, LLC | 0.00% | No change | 170 | $5K |
| Essential Partners LLC | 0.00% | New | 166 | $5K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 130 | $4K |
| NewEdge Advisors, LLC | 0.00% | New | 140 | $4K |
| Bangor Savings Bank | 0.00% | No change | 125 | $4K |
| Sfam, LLC | 0.00% | New | 100 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 87 | $2K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 85 | $2K |
| Rothschild Investment LLC | 0.00% | Add +163.3% | 79 | $2K |
| Ankerstar Wealth, LLC | 0.00% | No change | 69 | $2K |
| Bare Financial Services, Inc | 0.00% | Add +261.1% | 65 | $2K |
| Clearstead Advisors, LLC | 0.00% | No change | 55 | $2K |
| Sunbelt Securities, Inc. | 0.00% | Add +27.5% | 51 | $1K |
| Stone House Investment Management, LLC | 0.00% | No change | 50 | $1K |
| Ascentis Independent Advisors | 0.00% | New | 50 | $1K |
| Caption Management, LLC | 0.00% | New | 32 | $911 |
| Blue Trust, Inc. | 0.00% | New | 30 | $854 |
| NFSG Corp | 0.00% | No change | 25 | $712 |
| Parkside Financial Bank & Trust | 0.00% | New | 25 | $711 |
| Versant Capital Management, Inc | 0.00% | New | 21 | $598 |
| MAI Capital Management | 0.00% | Add +300.0% | 20 | $570 |
| IFP Advisors, Inc | 0.00% | New | 20 | $569 |
| Bell Investment Advisors, Inc | 0.00% | New | 19 | $541 |
| Arax Advisory Partners | 0.00% | Add +44.4% | 13 | $370 |
| Colonial Trust Advisors | 0.00% | No change | 10 | $285 |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -99.0% | 3 | $85 |
| SJS Investment Consulting Inc. | 0.00% | New | 2 | $57 |
| Tsfg, LLC | 0.00% | No change | 1 | $0 |
| Covestor Ltd | 0.00% | New | 7 | $0 |
"% of holder's portfolio" is FLY's weight in each manager's 13F, not the share of Firefly Aerospace Inc. the manager owns.