Ranked by reported Q2 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. | 6.5M | $925.1M | +4.8% | 16.224% | 0.01% |
| 2 | STATE STREET CORP | 2.8M | $405.1M | +9.5% | 7.104% | 0.01% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.2M | $311.9M | +2.5% | 5.471% | 0.01% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 1.9M | $276.4M | -0.6% | 4.847% | 0.05% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1.7M | $245.6M | +1.3% | 4.307% | 0.01% |
| 6 | Invesco Ltd. | 1.6M | $228.8M | +14.9% | 4.014% | 0.02% |
| 7 | EARNEST PARTNERS LLC | 1.3M | $179.0M | -4.1% | 3.139% | 0.65% |
| 8 | Capital Research Global Investors | 1.2M | $165.8M | -5.2% | 2.908% | 0.02% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1.1M | $162.9M | +17.0% | 2.857% | 0.01% |
| 10 | AMERICAN CENTURY COMPANIES INC | 783K | $111.9M | -5.4% | 1.963% | 0.05% |
| 11 | WESTWOOD HOLDINGS GROUP INC | 777K | $111.1M | -18.1% | 1.949% | 0.84% |
| 12 | Broad Bay Capital Management, LP | 750K | $107.2M | -8.4% | 1.879% | 10.01% |
| 13 | FULLER & THALER ASSET MANAGEMENT, INC. | 742K | $106.1M | +3.3% | 1.860% | 0.29% |
| 14 | PRINCIPAL FINANCIAL GROUP INC | 634K | $90.6M | -6.2% | 1.588% | 0.04% |
| 15 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 589K | $84.3M | -5.3% | 1.478% | 0.26% |
| 16 | LOOMIS SAYLES & CO L P | 583K | $83.3M | -8.8% | 1.460% | 0.10% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 538K | $76.9M | -1.4% | 1.349% | 0.01% |
| 18 | EMERALD ADVISERS, LLC | 522K | $74.6M | +17.1% | 1.308% | 1.76% |
| 19 | MORGAN STANLEY | 475K | $67.8M | -9.2% | 1.190% | 0.00% |
| 20 | Ophir Asset Management Pty Ltd | 447K | $63.9M | -17.2% | 1.121% | 5.26% |
| 21 | NORTHERN TRUST CORP | 438K | $62.6M | +9.2% | 1.098% | 0.01% |
| 22 | FMR LLC | 392K | $56.0M | +85.4% | 0.983% | 0.00% |
| 23 | Nuveen, LLC | 387K | $55.2M | +17.7% | 0.969% | 0.01% |
| 24 | WELLINGTON MANAGEMENT GROUP LLP | 378K | $54.0M | -28.6% | 0.947% | 0.01% |
| 25 | FRONTIER CAPITAL MANAGEMENT CO LLC | 350K | $50.1M | -18.0% | 0.878% | 0.47% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in AIR — a direct measure of their conviction.
Filings activity in AIR during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 409 | +9.4% | 101.51% | +0.92 pp | $5.70B | +31% |
| Q1 2026 | 374 | +18% | 100.59% | +4.63 pp | $4.34B | +38% |
| Q4 2025 | 316 | +7.8% | 95.96% | +3.51 pp | $3.13B | 4.2% |
| Q3 2025 | 293 | +14% | 92.45% | +7.95 pp | $3.27B | +43% |
| Q2 2025 | 258 | +5.7% | 84.50% | 1.76 pp | $2.28B | +24% |
| Q1 2025 | 244 | +0.0% | 86.26% | 0.49 pp | $1.85B | 8.7% |
| Q4 2024 | 244 | +3.0% | 86.75% | +1.25 pp | $2.02B | 4.2% |
| Q3 2024 | 237 | — | 85.50% | — | $2.11B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying AIR stock.
Based on Q2 2026 13F filings, institutional ownership of AAR Corp. stands at 101.5%, held across 409 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of AIR, with approximately 6,472,176 shares worth $0.93B as of Q2 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 51 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
69 institutions opened new positions in AIR during Q2 2026, while 39 fully exited. 286 added to existing positions and 43 trimmed.
AIR institutional ownership rose by 0.92 percentage points quarter-over-quarter, with a net change of +35 holders.
The top 10 institutions account for 52.9% of all reported 13F value in AIR, and the top 25 account for 73.0%.
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.
AAR Corp. (AIR) Institutional Ownership