Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in AERT held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Marex Group plc | 4.5M | $1.4M | β | 9.792% | 0.00% |
| 2 | Diametric Capital, LP | 1.6M | $516K | β | 3.590% | 0.13% |
| 3 | CITADEL ADVISORS LLC | 252K | $79K | +218.4% | 0.548% | 0.00% |
| 4 | JANE STREET GROUP, LLC | 71K | $22K | β | 0.154% | 0.00% |
| 5 | XTX Topco Ltd | 40K | $13K | β | 0.088% | 0.00% |
| 6 | UBS Group AG | 37K | $11K | +97.8% | 0.080% | 0.00% |
| 7 | BOOTHBAY FUND MANAGEMENT, LLC | 30K | $9K | 0.0% | 0.065% | 0.00% |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 26K | $8K | β | 0.057% | 0.00% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 13K | $4K | 0.0% | 0.028% | 0.00% |
| 10 | SBI Securities Co., Ltd. | 753 | $236 | +318.3% | 0.002% | 0.00% |
| 11 | HRT FINANCIAL LP | 170K | $53 | +995.5% | 0.371% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in AERT β a direct measure of their conviction.
Filings activity in AERT during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 11 | +10% | 6.22% | +5.86 pp | $2M | +1649% |
| Q4 2025 | 10 | +11% | 0.36% | 0.20 pp | $0M | 36% |
| Q3 2025 | 9 | 10% | 0.56% | 1.03 pp | $0M | 65% |
| Q2 2025 | 10 | 33% | 1.59% | +0.70 pp | $1M | +78% |
| Q1 2025 | 15 | +0.0% | 0.89% | 5.23 pp | $0M | 85% |
| Q4 2024 | 15 | 6.3% | 6.12% | 3.13 pp | $2M | 34% |
| Q3 2024 | 16 | +6.7% | 9.25% | 2.25 pp | $3M | 20% |
| Q2 2024 | 15 | β | 11.50% | β | $4M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying AERT stock.
Based on Q1 2026 13F filings, institutional ownership of Aeries Technology, Inc stands at 6.2%, held across 11 reporting institutions.
Marex Group plc is the largest reported institutional holder of AERT, with approximately 4,495,814 shares worth $0.00B as of Q1 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of AERT, including CITADEL ADVISORS LLC, JANE STREET GROUP, LLC, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for AERT is 73 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
5 institutions opened new positions in AERT during Q1 2026, while 4 fully exited. 4 added to existing positions and 2 trimmed.
AERT institutional ownership rose by 5.86 percentage points quarter-over-quarter, with a net change of +1 holders.
The top 10 institutions account for 100.0% of all reported 13F value in AERT, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Aeries Technology, Inc (AERT) Institutional Ownership