Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in IRDM held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 13.9M | $386.7M | +0.4% | 13.186% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6.1M | $169.0M | — | 5.762% | 0.01% |
| 3 | Silver Heights Capital Management Inc | 5.1M | $142.7M | -2.0% | 4.867% | 54.85% |
| 4 | STATE STREET CORP | 5.1M | $140.1M | +6.1% | 4.777% | 0.00% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 4.1M | $114.0M | — | 3.889% | 0.00% |
| 6 | AMERICAN CENTURY COMPANIES INC | 3.5M | $96.3M | +12.7% | 3.282% | 0.05% |
| 7 | Gotham Asset Management, LLC | 3.4M | $93.0M | +45.2% | 3.173% | 0.28% |
| 8 | AQR CAPITAL MANAGEMENT LLC | 2.9M | $80.9M | +509.0% | 2.760% | 0.04% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 2.2M | $59.9M | +3.1% | 2.042% | 0.01% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 2.0M | $55.7M | +5.2% | 1.898% | 0.00% |
| 11 | Man Group plc | 1.9M | $52.9M | +3.0% | 1.804% | 0.10% |
| 12 | ARK Investment Management LLC | 1.7M | $47.9M | -39.4% | 1.633% | 0.37% |
| 13 | MORGAN STANLEY | 1.6M | $43.9M | -11.8% | 1.498% | 0.00% |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.4M | $37.9M | +13.3% | 1.292% | 0.01% |
| 15 | UBS Group AG | 1.3M | $35.6M | +0.9% | 1.215% | 0.01% |
| 16 | SCHRODER INVESTMENT MANAGEMENT GROUP | 1.3M | $34.4M | +34.4% | 1.213% | 0.03% |
| 17 | Bank of New York Mellon Corp | 1.2M | $31.9M | -2.0% | 1.088% | 0.01% |
| 18 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.1M | $30.5M | -4.7% | 1.042% | 0.02% |
| 19 | BARCLAYS PLC | 994K | $27.6M | +1.4% | 0.940% | 0.01% |
| 20 | Invesco Ltd. | 988K | $27.4M | -0.6% | 0.934% | 0.00% |
| 21 | Select Equity Group, L.P. | 943K | $26.1M | +12.8% | 0.891% | 0.14% |
| 22 | GOLDMAN SACHS GROUP INC | 928K | $25.8M | -60.0% | 0.878% | 0.00% |
| 23 | JUPITER ASSET MANAGEMENT LTD | 893K | $24.8M | +10.5% | 0.845% | 0.13% |
| 24 | NORTHERN TRUST CORP | 863K | $24.0M | -11.4% | 0.817% | 0.00% |
| 25 | Sumitomo Mitsui Trust Holdings, Inc. | 792K | $22.0M | -32.3% | 0.749% | 0.01% |
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 IRDM — a direct measure of their conviction.
Filings activity in IRDM during Q1 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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 372 | +18% | 47.36% | +16.43 pp | $2.37B | +53% |
| Q4 2025 | 315 | +0.6% | 30.93% | 4.10 pp | $1.55B | 12% |
| Q3 2025 | 313 | 3.7% | 35.03% | 21.87 pp | $1.75B | 38% |
| Q2 2025 | 325 | 5.0% | 56.90% | +4.81 pp | $2.85B | +9.2% |
| Q1 2025 | 342 | +0.3% | 52.09% | 1.49 pp | $2.61B | 2.8% |
| Q4 2024 | 341 | +0.3% | 53.58% | 0.57 pp | $2.68B | 1.0% |
| Q3 2024 | 340 | +1.2% | 54.15% | +4.08 pp | $2.71B | +8.2% |
| Q2 2024 | 336 | — | 50.07% | — | $2.50B | — |
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 IRDM stock.
Based on Q1 2026 13F filings, institutional ownership of Iridium Communications Inc. stands at 47.4%, held across 372 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of IRDM, with approximately 13,939,618 shares worth $0.39B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of IRDM, including ARK Investment Management LLC.
Our composite Smart Money Score for IRDM is 68 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
109 institutions opened new positions in IRDM during Q1 2026, while 52 fully exited. 226 added to existing positions and 36 trimmed.
IRDM institutional ownership rose by 16.43 percentage points quarter-over-quarter, with a net change of +57 holders.
The top 10 institutions account for 56.5% of all reported 13F value in IRDM, and the top 25 account for 77.3%.
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.
Iridium Communications Inc. (IRDM) Institutional Ownership