Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in FLY held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | AE INDUSTRIAL PARTNERS, LP | 35.2M | $1.00B | 0.0% | 21.985% | 61.55% |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.4M | $97.9M | +122.1% | 2.145% | 0.01% |
| 3 | CITADEL ADVISORS LLC | 2.6M | $73.2M | +179.0% | 1.605% | 0.03% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.4M | $69.1M | β | 1.515% | 0.00% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2.3M | $66.4M | β | 1.456% | 0.00% |
| 6 | BlackRock, Inc. | 2.0M | $58.0M | +40.2% | 1.272% | 0.00% |
| 7 | Capital World Investors | 1.2M | $34.3M | 0.0% | 0.752% | 0.00% |
| 8 | Point72 Asset Management, L.P. | 1.1M | $31.5M | β | 0.691% | 0.04% |
| 9 | UBS Group AG | 1.1M | $30.4M | -39.7% | 0.667% | 0.00% |
| 10 | Temasek Holdings (Private) Ltd | 1.1M | $30.3M | -0.6% | 0.663% | 0.10% |
| 11 | LBP AM SA | 740K | $21.1M | +230.6% | 0.462% | 0.29% |
| 12 | Phoenix Holdings Ltd. | 660K | $18.8M | 0.0% | 0.412% | 0.18% |
| 13 | Hudson Bay Capital Management LP | 659K | $18.8M | β | 0.411% | 0.20% |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 652K | $18.6M | +7.2% | 0.407% | 0.00% |
| 15 | Invesco Ltd. | 557K | $15.9M | +7.3% | 0.348% | 0.00% |
| 16 | TUDOR INVESTMENT CORP ET AL | 539K | $15.3M | -11.5% | 0.336% | 0.05% |
| 17 | GOLDMAN SACHS GROUP INC | 497K | $14.1M | +285.8% | 0.310% | 0.00% |
| 18 | STATE STREET CORP | 491K | $14.0M | +25.4% | 0.306% | 0.00% |
| 19 | CITIGROUP INC | 477K | $13.6M | +33.2% | 0.298% | 0.01% |
| 20 | Marex Group plc | 462K | $13.2M | +126.4% | 0.288% | 0.04% |
| 21 | MORGAN STANLEY | 430K | $12.2M | +148.1% | 0.268% | 0.00% |
| 22 | MILLENNIUM MANAGEMENT LLC | 331K | $9.4M | +25.6% | 0.206% | 0.01% |
| 23 | RENAISSANCE TECHNOLOGIES LLC | 329K | $9.4M | +1301.3% | 0.205% | 0.01% |
| 24 | BANK OF AMERICA CORP /DE/ | 299K | $8.5M | +55.8% | 0.187% | 0.00% |
| 25 | WCM INVESTMENT MANAGEMENT, LLC | 341K | $8.0M | -50.0% | 0.213% | 0.02% |
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 FLY β a direct measure of their conviction.
Filings activity in FLY during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new FLY position in Q1 2026
Institutions that fully closed their FLY 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 | 205 | +41% | 37.31% | +12.04 pp | $1.91B | +48% |
| Q4 2025 | 145 | +24% | 25.27% | 7.33 pp | $1.29B | 22% |
| Q3 2025 | 117 | +11600% | 32.60% | 115.72 pp | $1.66B | 78% |
| Q4 2024 | 1 | 99% | 148.32% | +138.56 pp | $7.57B | +1420% |
| Q2 2021 | 72 | 14% | 9.76% | +0.46 pp | $498M | +5.0% |
| Q1 2021 | 84 | +27% | 9.30% | +3.63 pp | $475M | +64% |
| Q4 2020 | 66 | +3.1% | 5.67% | 2.11 pp | $290M | 27% |
| Q3 2020 | 64 | β | 7.78% | β | $397M | 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 FLY stock.
Based on Q1 2026 13F filings, institutional ownership of Firefly Aerospace Inc. stands at 37.3%, held across 205 reporting institutions.
AE INDUSTRIAL PARTNERS, LP is the largest reported institutional holder of FLY, with approximately 35,227,754 shares worth $1.00B as of Q1 2026.
Yes β 5 widely-followed marquee investors appear among the top 25 institutional holders of FLY, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC, Point72 Asset Management, L.P., MILLENNIUM MANAGEMENT LLC, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for FLY is 88 out of 100 (Strong Smart Money). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
93 institutions opened new positions in FLY during Q1 2026, while 33 fully exited. 93 added to existing positions and 16 trimmed.
FLY institutional ownership rose by 12.04 percentage points quarter-over-quarter, with a net change of +60 holders.
The top 10 institutions account for 78.4% of all reported 13F value in FLY, and the top 25 account for 89.5%.
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.
Firefly Aerospace Inc. (FLY) Institutional Ownership