Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in AIR held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6.2M | $675.8M | +1.0% | 15.602% | 0.01% |
| 2 | STATE STREET CORP | 2.6M | $283.2M | +11.5% | 6.539% | 0.01% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.1M | $233.1M | β | 5.382% | 0.01% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 1.9M | $212.8M | -1.8% | 4.914% | 0.04% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1.7M | $185.7M | β | 4.288% | 0.00% |
| 6 | Invesco Ltd. | 1.4M | $152.5M | +24.1% | 3.522% | 0.02% |
| 7 | EARNEST PARTNERS LLC | 1.3M | $142.9M | -2.9% | 3.298% | 0.59% |
| 8 | Capital Research Global Investors | 1.2M | $133.9M | β | 3.091% | 0.02% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 974K | $106.7M | +5.8% | 2.462% | 0.01% |
| 10 | WESTWOOD HOLDINGS GROUP INC | 949K | $103.8M | +8183.9% | 2.397% | 0.76% |
| 11 | AMERICAN CENTURY COMPANIES INC | 828K | $90.6M | -0.4% | 2.092% | 0.05% |
| 12 | Broad Bay Capital Management, LP | 818K | $89.6M | +23.2% | 2.068% | 9.21% |
| 13 | FULLER & THALER ASSET MANAGEMENT, INC. | 718K | $78.6M | +6.7% | 1.815% | 0.26% |
| 14 | PRINCIPAL FINANCIAL GROUP INC | 676K | $74.0M | +4.9% | 1.708% | 0.04% |
| 15 | LOOMIS SAYLES & CO L P | 639K | $69.9M | -22.5% | 1.615% | 0.09% |
| 16 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 622K | $68.1M | +4.6% | 1.572% | 0.22% |
| 17 | FRANKLIN RESOURCES INC | 621K | $68.0M | -25.0% | 1.570% | 0.02% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 546K | $59.7M | +2.6% | 1.379% | 0.01% |
| 19 | Ophir Asset Management Pty Ltd | 540K | $59.1M | -1.7% | 1.364% | 6.88% |
| 20 | WELLINGTON MANAGEMENT GROUP LLP | 529K | $57.9M | -69.7% | 1.337% | 0.01% |
| 21 | MORGAN STANLEY | 523K | $57.2M | +10.2% | 1.321% | 0.00% |
| 22 | ROYAL BANK OF CANADA | 460K | $50.4M | -7.4% | 1.163% | 0.01% |
| 23 | UBS Group AG | 454K | $49.7M | +115.1% | 1.147% | 0.01% |
| 24 | EMERALD ADVISERS, LLC | 446K | $48.8M | +6.3% | 1.126% | 1.54% |
| 25 | FRONTIER CAPITAL MANAGEMENT CO LLC | 427K | $46.8M | -9.2% | 1.080% | 0.48% |
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 AIR β a direct measure of their conviction.
Filings activity in AIR during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new AIR position in Q1 2026
Institutions that fully closed their AIR position in Q1 2026
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 | 364 | +16% | 84.06% | +22.76 pp | $4.29B | +37% |
| Q4 2025 | 313 | +7.6% | 61.30% | 2.64 pp | $3.13B | 4.1% |
| Q3 2025 | 291 | +13% | 63.94% | +19.22 pp | $3.26B | +43% |
| Q2 2025 | 258 | +5.7% | 44.72% | +8.54 pp | $2.28B | +24% |
| Q1 2025 | 244 | +0.0% | 36.18% | 3.45 pp | $1.85B | 8.7% |
| Q4 2024 | 244 | +3.0% | 39.63% | 1.71 pp | $2.02B | 4.2% |
| Q3 2024 | 237 | 2.5% | 41.34% | 5.06 pp | $2.11B | 11% |
| Q2 2024 | 243 | β | 46.40% | β | $2.37B | 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 AIR stock.
Based on Q1 2026 13F filings, institutional ownership of AAR Corp. stands at 84.1%, held across 364 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of AIR, with approximately 6,174,043 shares worth $0.68B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of AIR.
Our composite Smart Money Score for AIR is 57 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
95 institutions opened new positions in AIR during Q1 2026, while 44 fully exited. 240 added to existing positions and 29 trimmed.
AIR institutional ownership rose by 22.76 percentage points quarter-over-quarter, with a net change of +51 holders.
The top 10 institutions account for 52.0% of all reported 13F value in AIR, and the top 25 account for 74.5%.
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.
AAR Corp. (AIR) Institutional Ownership