Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in MSAI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | 325 CAPITAL LLC | 26.5M | $6.1M | 0.0% | 2837.014% | 2.23% |
| 2 | SANDERS MORRIS HARRIS LLC | 3.9M | $900K | +150.8% | 416.865% | 0.14% |
| 3 | Bleichroeder LP | 1.2M | $283K | 0.0% | 130.926% | 0.05% |
| 4 | Ghisallo Capital Management LLC | 960K | $222K | +285.7% | 102.850% | 0.01% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 865K | $200K | β | 92.632% | 0.00% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 530K | $122K | +31.3% | 56.757% | 0.00% |
| 7 | VANGUARD FIDUCIARY TRUST CO | 235K | $54K | β | 25.147% | 0.00% |
| 8 | STATE STREET CORP | 124K | $29K | 0.0% | 13.312% | 0.00% |
| 9 | U.S. Capital Wealth Advisors, LLC | 84K | $19K | -5.7% | 8.950% | 0.00% |
| 10 | NORTHERN TRUST CORP | 82K | $19K | 0.0% | 8.770% | 0.00% |
| 11 | XTX Topco Ltd | 74K | $17K | β | 7.887% | 0.00% |
| 12 | UBS Group AG | 45K | $11K | β | 4.871% | 0.00% |
| 13 | CITIGROUP INC | 42K | $10K | +57.0% | 4.463% | 0.00% |
| 14 | TWO SIGMA SECURITIES, LLC | 21K | $5K | β | 2.295% | 0.00% |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16K | $4K | β | 1.750% | 0.00% |
| 16 | CHILTON CAPITAL MANAGEMENT LLC | 8K | $2K | 0.0% | 0.803% | 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 MSAI β a direct measure of their conviction.
Filings activity in MSAI during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new MSAI position in Q1 2026
Institutions that fully closed their MSAI 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 | 16 | 24% | 156.68% | 43.31 pp | $8M | 23% |
| Q4 2025 | 21 | +17% | 199.99% | +9.92 pp | $10M | +7.4% |
| Q3 2025 | 18 | 14% | 190.07% | +16.82 pp | $10M | +9.7% |
| Q2 2025 | 21 | 4.5% | 173.25% | 26.74 pp | $9M | 35% |
| Q1 2025 | 22 | +16% | 199.99% | +0.00 pp | $14M | 51% |
| Q4 2024 | 19 | +19% | 199.99% | +0.00 pp | $28M | 13% |
| Q3 2024 | 16 | +14% | 199.99% | +22.98 pp | $32M | +258% |
| Q2 2024 | 14 | β | 177.01% | β | $9M | 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 MSAI stock.
Based on Q1 2026 13F filings, institutional ownership of MultiSensor AI Holdings, Inc. stands at 156.7%, held across 16 reporting institutions.
325 CAPITAL LLC is the largest reported institutional holder of MSAI, with approximately 26,489,912 shares worth $0.01B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of MSAI, including TWO SIGMA SECURITIES, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for MSAI is 37 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
6 institutions opened new positions in MSAI during Q1 2026, while 11 fully exited. 4 added to existing positions and 6 trimmed.
MSAI institutional ownership fell by 43.31 percentage points quarter-over-quarter, with a net change of -5 holders.
The top 10 institutions account for 99.4% of all reported 13F value in MSAI, 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.
MultiSensor AI Holdings, Inc. (MSAI) Institutional Ownership