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, Q1 2025
Institutional positions in Azio AI Holdings, Inc. as of Mar 31, 2025. 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
- 23
- +1 vs. Q4 2024
- Shares held
- 981.7K
- +20.9K (+2.2%) vs. Q4 2024
- Total value
- $247.3K
- −$913.8K (−78.7%) vs. Q4 2024
- New holders
- 4
- 4 more added
- Sold out
- 3
- 4 more reduced
Compare with Q4 2024: 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, Q1 2025
Shares, value and share of portfolio for each institution holding Azio AI Holdings, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 202 | $0 | 0.00% | −249−55.2% | Reduced |
| Davis Capital Management | 3 | $1 | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 10 | $3 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 10 | $3 | 0.00% | +10 | New |
| JPMorgan Chase & Co | 33 | $8 | 0.00% | −3−8.3% | Reduced |
| Bank of America Corp | 126 | $32 | 0.00% | +7+5.9% | Added |
| Atwood & Palmer Inc | 650 | $165 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,000 | $506 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,550 | $633 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 5,124 | $1.30K | 0.00% | +4,904+2,229.1% | Added |
| HRT Financial LP | 10,983 | $2.00K | 0.00% | +10,983 | New |
| Northern Trust Corp | 12,674 | $3.21K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 12,757 | $3.23K | 0.00% | +3,581+39.0% | Added |
| Caldwell Sutter Capital, Inc. | 13,050 | $3.30K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 14,700 | $3.72K | 0.00% | 00.0% | Unchanged |
| Potentia Wealth | 16,144 | $4.08K | 0.00% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 25,250 | $6.39K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 26,974 | $6.82K | 0.00% | +26,974 | New |
| Flagship Harbor Advisors, LLC | 38,834 | $9.82K | 0.00% | 00.0% | Unchanged |
| Swan Global Investments, LLC | 50,000 | $12.5K | 0.00% | +50,000 | New |
| Geode Capital Management, LLC | 151,779 | $38.4K | 0.00% | +18,076+13.5% | Added |
| BlackRock, Inc. | 158,887 | $40.2K | 0.00% | −2,863−1.8% | Reduced |
| Vanguard Group Inc | 438,972 | $111.1K | 0.00% | −46,462−9.6% | Reduced |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −21,578−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −18,029−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −4,401−100.0% | Sold out |