Azio AI Holdings, Inc.
AZIO- Exchange
- Nasdaq
- Industry
- Motor Vehicle Parts & Accessories
- SEC CIK
- 0001563568
In the last 90 days, Azio AI Holdings, Inc. insiders filed 1 open-market purchase and 1 sale; 23 institutions reported holding it in 13F filings for Q2 2026, worth $1.25M in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in Azio AI Holdings, Inc. as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 19
- +1 vs. Q2 2023
- Shares held
- 834.4K
- −36.4K (−4.2%) vs. Q2 2023
- Total value
- $1.32M
- −$505.9K (−27.7%) vs. Q2 2023
- New holders
- 3
- 4 more added
- Sold out
- 2
- 1 more reduced
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AZIO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 23 | $1.25M |
| Q1 2026 | 15 | $651.8K |
| Q4 2025 | 19 | $79.2K |
| Q3 2025 | 13 | $138.3K |
| Q2 2025 | 24 | $364.8K |
| Q1 2025 | 23 | $247.3K |
| Q4 2024 | 22 | $1.16M |
| Q3 2024 | 17 | $1.61M |
| Q2 2024 | 21 | $1.71M |
| Q1 2024 | 25 | $2.48M |
| Q4 2023 | 22 | $1.16M |
| Q3 2023 | 19 | $1.32M |
| Q2 2023 | 18 | $1.83M |
| Q1 2023 | 16 | $2.61M |
| Q4 2022 | 17 | $1.72M |
| Q3 2022 | 16 | $3.63M |
| Q2 2022 | 1 | $152.0K |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 1 | $124.0K |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Azio AI Holdings, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 3 | $5 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 15 | $24 | 0.00% | +15 | New |
| Morgan Stanley | 50 | $79 | 0.00% | +50 | New |
| Wells Fargo & Company | 91 | $144 | 0.00% | −2−2.2% | Reduced |
| UBS Group AG | 100 | $158 | 0.00% | +77+334.8% | Added |
| National Bank of Canada | 220 | $332 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 500 | $790 | 0.00% | +500 | New |
| Atwood & Palmer Inc | 650 | $1.03K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,550 | $4.03K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,215 | $8.24K | 0.00% | +1,226+30.7% | Added |
| Northern Trust Corp | 12,674 | $20.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 13,050 | $20.6K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 15,150 | $23.9K | 0.00% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 23,500 | $37.1K | 0.01% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 27,950 | $44.2K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 109,092 | $176.8K | 0.00% | +105+0.1% | Added |
| BlackRock Inc. | 162,803 | $257.2K | 0.00% | +5,509+3.5% | Added |
| Vanguard Group Inc | 458,715 | $724.8K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −23,919−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |