Ranked by reported Q2 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 | 34.5M | $1.02B | -2.0% | 21.025% | 74.19% |
| 2 | BlackRock, Inc. | 5.9M | $173.6M | +189.7% | 3.595% | 0.00% |
| 3 | STATE STREET CORP | 4.2M | $122.9M | +751.4% | 2.545% | 0.00% |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.6M | $107.2M | +6.0% | 2.220% | 0.01% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.6M | $105.6M | +48.0% | 2.187% | 0.00% |
| 6 | JANE STREET GROUP, LLC | 3.1M | $91.5M | +44.0% | 1.894% | 0.01% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 3.1M | $90.3M | +31.6% | 1.870% | 0.00% |
| 8 | VAN ECK ASSOCIATES CORP | 3.0M | $89.6M | +43.8% | 1.856% | 0.05% |
| 9 | CITADEL ADVISORS LLC | 2.9M | $85.3M | +12.8% | 1.766% | 0.00% |
| 10 | JPMORGAN CHASE & CO | 2.8M | $81.2M | +341.2% | 1.700% | 0.00% |
| 11 | TWO SIGMA INVESTMENTS, LP | 2.7M | $79.8M | +14756.4% | 1.653% | 0.06% |
| 12 | Phoenix Financial Ltd. | 1.8M | $53.3M | +174.7% | 1.104% | 0.36% |
| 13 | UBS Group AG | 1.6M | $48.1M | +53.1% | 0.997% | 0.01% |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 1.6M | $45.6M | +137.8% | 0.944% | 0.00% |
| 15 | Capital World Investors | 1.2M | $36.4M | +2.8% | 0.754% | 0.00% |
| 16 | MORGAN STANLEY | 1.2M | $33.9M | +168.4% | 0.703% | 0.00% |
| 17 | Mirae Asset Global Investments Co., Ltd. | 1.1M | $31.0M | — | 0.642% | 0.05% |
| 18 | Marex Group Ltd | 964K | $28.4M | +108.6% | 0.587% | 0.12% |
| 19 | Invesco Ltd. | 809K | $23.8M | +45.2% | 0.493% | 0.00% |
| 20 | LBP AM SA | 759K | $22.3M | +2.6% | 0.462% | 0.22% |
| 21 | GOLDMAN SACHS GROUP INC | 628K | $18.5M | +26.4% | 0.382% | 0.00% |
| 22 | RENAISSANCE TECHNOLOGIES LLC | 618K | $18.2M | +87.6% | 0.376% | 0.03% |
| 23 | NORTHERN TRUST CORP | 576K | $16.9M | +228.9% | 0.350% | 0.00% |
| 24 | D. E. Shaw & Co., Inc. | 561K | $16.5M | — | 0.342% | 0.01% |
| 25 | Nuveen, LLC | 513K | $15.1M | +413.9% | 0.312% | 0.00% |
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 FLY — a direct measure of their conviction.
Filings activity in FLY during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new FLY position in Q2 2026
Institutions that fully closed their FLY position in Q2 2026
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 | 272 | +25% | 61.66% | +14.07 pp | $2.89B | +43% |
| Q1 2026 | 217 | +45% | 47.59% | +8.66 pp | $2.02B | +50% |
| Q4 2025 | 150 | +27% | 38.93% | 2.23 pp | $1.34B | 19% |
| Q3 2025 | 118 | +11700% | 41.16% | +40.89 pp | $1.67B | 78% |
| Q4 2024 | 1 | 99% | 0.27% | 8.61 pp | $7.57B | +1420% |
| Q2 2021 | 72 | 14% | 8.88% | +0.77 pp | $498M | +5.0% |
| Q1 2021 | 84 | +27% | 8.11% | +1.73 pp | $475M | +64% |
| Q4 2020 | 66 | — | 6.38% | — | $290M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Institutional ownership and quarterly buying activity across the largest Space & Satellites peers.
| Ticker | Company | Market Cap | Inst. Ownership | Holders | Net Buyers − Sellers |
|---|---|---|---|---|---|
| SPCX | Space Exploration Technologies Corp. | $1.82T | 0.0% | 20 | +15 |
Quick answers to the most common questions about buying FLY stock.
Based on Q2 2026 13F filings, institutional ownership of Firefly Aerospace Inc. stands at 61.7%, held across 272 reporting institutions.
AE INDUSTRIAL PARTNERS, LP is the largest reported institutional holder of FLY, with approximately 34,530,582 shares worth $1.02B as of Q2 2026.
Yes — 5 widely-followed marquee investors appear among the top 25 institutional holders of FLY, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, JANE STREET GROUP, LLC, CITADEL ADVISORS LLC, TWO SIGMA INVESTMENTS, LP, 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.
90 institutions opened new positions in FLY during Q2 2026, while 35 fully exited. 138 added to existing positions and 36 trimmed.
FLY institutional ownership rose by 14.07 percentage points quarter-over-quarter, with a net change of +55 holders.
The top 10 institutions account for 67.8% of all reported 13F value in FLY, and the top 25 account for 84.6%.
Across the largest Space & Satellites peers, institutional ownership levels are: SPCX (0.0%). See the peer comparison table on this page for net buyer activity by company.
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