Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in BIRD held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 720K | $2.9M | -12.7% | 11.480% | 0.00% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 214K | $857K | +2.8% | 3.414% | 0.00% |
| 3 | BlackRock, Inc. | 81K | $323K | +7.8% | 1.289% | 0.00% |
| 4 | Anson Funds Management LP | 64K | $257K | β | 1.025% | 0.02% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 61K | $245K | -9.8% | 0.975% | 0.00% |
| 6 | VANGUARD FIDUCIARY TRUST CO | 42K | $170K | +48.7% | 0.676% | 0.00% |
| 7 | UBS Group AG | 28K | $111K | +348.3% | 0.444% | 0.00% |
| 8 | Spark Investment Management LLC | 28K | $111K | -52.0% | 0.440% | 0.22% |
| 9 | JPMORGAN CHASE & CO | 24K | $104K | +603675.0% | 0.385% | 0.00% |
| 10 | JANE STREET GROUP, LLC | 25K | $98K | β | 0.392% | 0.00% |
| 11 | ASPIRIANT, LLC | 21K | $83K | β | 0.332% | 0.00% |
| 12 | STATE STREET CORP | 20K | $79K | 0.0% | 0.314% | 0.00% |
| 13 | Engineers Gate Manager LP | 18K | $73K | β | 0.290% | 0.00% |
| 14 | NORTHERN TRUST CORP | 15K | $61K | -0.0% | 0.241% | 0.00% |
| 15 | Finley Financial, LLC | 10K | $40K | 0.0% | 0.159% | 0.02% |
| 16 | Rockefeller Capital Management L.P. | 4K | $16K | 0.0% | 0.064% | 0.00% |
| 17 | SBI Securities Co., Ltd. | 4K | $15K | +12.5% | 0.059% | 0.00% |
| 18 | Spire Wealth Management | 3K | $12K | β | 0.048% | 0.00% |
| 19 | MORGAN STANLEY | 2K | $8K | -40.9% | 0.033% | 0.00% |
| 20 | Vanguard Global Advisers, LLC | 2K | $7K | 0.0% | 0.028% | 0.00% |
| 21 | Tower Research Capital LLC (TRC) | 2K | $7K | +56866.7% | 0.027% | 0.00% |
| 22 | Farther Finance Advisors, LLC | 1K | $4K | β | 0.016% | 0.00% |
| 23 | OSAIC HOLDINGS, INC. | 578 | $2K | +435.2% | 0.009% | 0.00% |
| 24 | ROYAL BANK OF CANADA | 488 | $2K | -82.1% | 0.008% | 0.00% |
| 25 | Caitong International Asset Management Co., Ltd | 441 | $2K | β | 0.007% | 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 BIRD β a direct measure of their conviction.
Filings activity in BIRD during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new BIRD position in Q2 2026
Institutions that fully closed their BIRD position in Q2 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 42 | +11% | 23.09% | +0.20 pp | $6M | +29% |
| Q1 2026 | 38 | +0.0% | 22.89% | 0.70 pp | $4M | 29% |
| Q4 2025 | 38 | 12% | 23.59% | +0.51 pp | $6M | 26% |
| Q3 2025 | 43 | +0.0% | 23.08% | 5.34 pp | $8M | 56% |
| Q2 2025 | 43 | +4.9% | 28.42% | +6.36 pp | $19M | +119% |
| Q1 2025 | 41 | 21% | 22.06% | 0.24 pp | $9M | 10% |
| Q4 2024 | 52 | +13% | 22.30% | +0.46 pp | $9M | 41% |
| Q3 2024 | 46 | β | 21.84% | β | $16M | 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 BIRD stock.
Based on Q2 2026 13F filings, institutional ownership of Smartbird, Inc stands at 23.1%, held across 42 reporting institutions.
FMR LLC is the largest reported institutional holder of BIRD, with approximately 720,365 shares worth $0.00B as of Q2 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of BIRD, including Spark Investment Management LLC, JANE STREET GROUP, LLC.
Our composite Smart Money Score for BIRD is 58 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
14 institutions opened new positions in BIRD during Q2 2026, while 10 fully exited. 20 added to existing positions and 7 trimmed.
BIRD institutional ownership rose by 0.20 percentage points quarter-over-quarter, with a net change of +4 holders.
The top 10 institutions account for 92.6% of all reported 13F value in BIRD, 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.
Smartbird, Inc (BIRD) Institutional Ownership