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Azul SA

AZUL
Exchange
NYSE
Industry
Air Transportation, Scheduled
SEC CIK
0001432364

No open-market purchases or sales by Azul SA insiders were filed in the last 90 days; 43 institutions reported holding it in 13F filings for Q2 2026, worth $548.7M in total; Viking Global Investors is the only superinvestor holding it.

Other share classesAZUXY

13F holders, Q2 2026

Institutional positions in Azul SA as of Jun 30, 2026. 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
43
+43 vs. Q1 2026
Shares held
61.0M
+61.0M vs. Q1 2026
Total value
$548.7M
+$548.7M vs. Q1 2026
New holders
43
0 more added
Sold out
0
0 more reduced

Compare with Q1 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting AZUL 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.

Institutional holdersQ2 2026: 43 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 43 institutions
Value heldQ2 2026: $548.7M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $548.7M
Institutions holding AZUL and their total value by quarter
QuarterHoldersValue
Q2 202643$548.7M
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Azul SA; share changes are against Q1 2026.

Institutions holding AZUL in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
United Airlines Holdings, Inc.15,919,380$143.1M37.16%+15,919,380New
VR Advisory Services Ltd8,854,652$79.6M7.06%+8,854,652New
Whitebox Advisors LLC8,362,136$75.2M1.21%+8,362,136New
DSC Meridian Capital LP5,474,847$49.2M11.52%+5,474,847New
Readystate Asset Management LP2,098,940$18.9M0.77%+2,098,940New
Mirabella Financial Services LLP2,059,046$18.9M1.82%+2,059,046New
PointState Capital LP1,855,834$16.7M0.29%+1,855,834New
Knighthead Capital Management, LLC1,773,734$16.0M2.85%+1,773,734New
BlackBarn Capital Partners LP1,684,188$15.1M3.76%+1,684,188New
Viking Global Investors LPSuperinvestorViking Global Investors1,349,734$12.1M0.03%+1,349,734New
MSD Partners, L.P.1,147,091$10.3M13.43%+1,147,091New
Caspian Capital LP1,034,524$9.30M5.28%+1,034,524New
Sagil Capital LLP843,494$7.58M3.70%+843,494New
Deltroit Asset Management (UK) LLP825,100$7.42M1.21%+825,100New
Redwood Capital Management, LLC816,991$7.34M0.79%+816,991New
FMR LLC811,746$7.30M0.00%+811,746New
Canyon Capital Advisors LLC721,828$6.50M0.74%+721,828New
DG Capital Management, LLC616,433$5.54M1.92%+616,433New
CSS LLC597,806$5.37M0.24%+597,806New
Wells Fargo & Company594,724$5.35M0.00%+594,724New
Senator Investment Group LP505,584$4.55M0.17%+505,584New
Man Group plc488,052$4.39M0.01%+488,052New
Taconic Capital Advisors LP433,176$3.90M2.35%+433,176New
Walleye Capital LLC370,987$3.34M0.02%+370,987New
Royal Bank of Canada344,508$3.10M0.00%+344,508New
BlackRock, Inc.322,632$2.90M0.00%+322,632New
AWH Capital, L.P.230,000$2.07M0.72%+230,000New
Scoggin Management LP210,198$1.89M0.45%+210,198New
Kim, LLC123,940$1.11M0.15%+123,940New
Glendon Capital Management LP113,909$1.02M0.13%+113,909New
Morgan Stanley106,003$953.0K0.00%+106,003New
Goldman Sachs Group Inc85,216$766.1K0.00%+85,216New
SEI Investments Co53,686$470.3K0.00%+53,686New
Edmond de Rothschild Holding S.A.46,017$413.7K0.01%+46,017New
Centiva Capital, LP36,309$326.4K0.01%+36,309New
Bank of America Corp23,876$214.6K0.00%+23,876New
GTS Securities LLC17,963$161.5K0.00%+17,963New
SPX Equities Gestao de Recursos Ltda15,676$140.9K0.02%+15,676New
Fore Capital, LLC12,751$114.6K0.15%+12,751New
FNY Investment Advisers, LLC4,646$41.0K0.01%+4,646New
Ameliora Wealth Management Ltd.2,000$18.0K0.01%+2,000New
Rhumbline Advisers1,280$11.5K0.00%+1,280New
JPMorgan Chase & Co1$90.00%+1New