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Firefly Aerospace Inc.

FLY
Exchange
Nasdaq
Industry
Guided Missiles & Space Vehicles & Parts
SEC CIK
0001860160

No open-market purchases or sales by Firefly Aerospace Inc. insiders were filed in the last 90 days; 269 institutions reported holding it in 13F filings for Q2 2026, worth $2.79B in total; no superinvestor holds it.

13F holders, Q4 2025

Institutional positions in Firefly Aerospace Inc. as of Dec 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
147
+29 vs. Q3 2025
Shares held
58.6M
−1.19M (−2.0%) vs. Q3 2025
Total value
$1.31B
−$445.1M (−25.3%) vs. Q3 2025
New holders
61
42 more added
Sold out
32
19 more reduced

Compare with Q3 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting FLY 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 holdersQ4 2025: 147 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: 118 institutionsQ4 2025: 147 institutionsQ1 2026: 214 institutionsQ2 2026: 269 institutions
Value heldQ4 2025: $1.31B
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: $1.76BQ4 2025: $1.31BQ1 2026: $1.85BQ2 2026: $2.79B
Institutions holding FLY and their total value by quarter
QuarterHoldersValue
Q2 2026269$2.79B
Q1 2026214$1.85B
Q4 2025147$1.31B
Q3 2025118$1.76B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Firefly Aerospace Inc.; share changes are against Q3 2025.

Institutions holding FLY in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
CWM, LLC10$00.00%00.0%Unchanged
TSFG, LLC1$00.00%00.0%Unchanged
Dunhill Financial, LLC1$130.00%+1New
Davidson Capital Management Inc.2$450.00%00.0%Unchanged
MAI Capital Management5$1120.00%00.0%Unchanged
SRS Capital Advisors, Inc.9$1930.00%+4+80.0%Added
Annis Gardner Whiting Capital Advisors, LLC9$2020.00%00.0%Unchanged
Colonial Trust Advisors10$2240.00%00.0%Unchanged
US Bancorp15$3360.00%00.0%Unchanged
Founders Capital Management15$3360.00%+15New
Bare Financial Services, Inc18$4030.00%+18New
Comerica Bank23$5140.00%+17+283.3%Added
Concord Wealth Partners23$5150.00%+23New
Scarborough Advisors, LLC25$5590.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.25$5590.00%00.0%Unchanged
Midwest Capital Advisors, LLC25$5590.00%00.0%Unchanged
Rothschild Investment LLC30$6710.00%+30New
GAMMA Investing LLC38$8500.00%+38New
Sunbelt Securities, Inc.40$8950.00%00.0%Unchanged
Stone House Investment Management, LLC50$1.12K0.00%+50New
Clearstead Advisors, LLC55$1.23K0.00%00.0%Unchanged
Ankerstar Wealth, LLC69$1.54K0.00%+69New
Federation des caisses Desjardins du Quebec85$1.90K0.00%00.0%Unchanged
Signaturefd, LLC125$2.80K0.00%00.0%Unchanged
Bangor Savings Bank125$2.80K0.00%+125New
Farther Finance Advisors, LLC150$3.36K0.00%+150New
Fortitude Family Office, LLC170$3.80K0.00%+170New
The PNC Financial Services Group, Inc.228$5.10K0.00%+3+1.3%Added
Steward Partners Investment Advisory, LLC303$6.78K0.00%+303New
Allworth Financial LP400$8.95K0.00%+400New
Fifth Third Bancorp413$9.24K0.00%+413New
Costello Asset Management, INC500$11.2K0.00%00.0%Unchanged
Huntington National Bank501$11.2K0.00%+501New
Sterling Capital Management LLC547$12.2K0.00%+547New
Parallel Advisors, LLC593$13.3K0.00%+500+537.6%Added
Amalgamated Bank675$15.0K0.00%+675New
Leonteq Securities AG694$15.5K0.00%+694New
California State Teachers Retirement System1,322$29.6K0.00%+1,322New
Wexford Capital LP1,330$29.8K0.01%+1,330New
FNY Investment Advisers, LLC1,545$34.0K0.01%+1,545New
Russell Investments Group, Ltd.1,703$38.1K0.00%+1,703New
NBC Securities, Inc.1,705$38.1K0.00%+1,705New
Ameritas Investment Partners, Inc.1,745$39.0K0.00%+1,745New
Legal & General Group Plc2,133$47.7K0.00%+1,477+225.2%Added
Rakuten Securities, Inc.3,081$68.9K0.02%+3,081New
Sandia Investment Management LP3,205$71.7K0.18%−1,795−35.9%Reduced
CIBC Private Wealth Group, LLC3,300$73.8K0.00%+2,400+266.7%Added
New York State Common Retirement Fund3,400$76.1K0.00%+3,400New
STRS Ohio3,800$85.0K0.00%+3,800New
Advisor Group Holdings, Inc.4,106$91.8K0.00%+3,746+1,040.6%Added
SBI Securities Co., Ltd.4,379$98.0K0.00%+1,871+74.6%Added
BNP Paribas Arbitrage, SA4,500$100.7K0.00%+3,625+414.3%Added
Jones Financial Companies LLLP4,646$103.9K0.00%+4,242+1,050.0%Added
Police & Firemen's Retirement System of New Jersey5,232$117.0K0.00%+5,232New
Rockefeller Capital Management L.P.6,080$136.0K0.00%+6,080New
Kestra Advisory Services, LLC7,622$170.5K0.00%+7,622New
Jump Financial, LLC9,239$206.7K0.00%+9,239New
Victory Capital Management Inc9,479$212.0K0.00%+9,479New
SG Americas Securities, LLC9,721$217.0K0.00%+9,721New
Mirae Asset Global ETFs Holdings Ltd.9,996$223.6K0.00%+9,996New
Canal Insurance CO10,000$224.0K0.05%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.10,000$224.0K0.00%00.0%Unchanged
J. Safra Sarasin Holding AG10,191$228.0K0.00%+10,191New
Kingsview Wealth Management, LLC10,681$238.9K0.00%+10,681New
Resolute Partners Group10,700$239.4K0.08%+10,700New
Fifth Lane Capital, LP11,150$249.4K0.29%+11,150New
Tower Research Capital LLC (TRC)11,240$251.4K0.01%+10,246+1,030.8%Added
VARCOV Co.11,697$261.7K0.10%+11,697New
Royal Bank of Canada11,859$265.0K0.00%−229,691−95.1%Reduced
MetLife Investment Management12,334$275.9K0.00%+12,334New
Cerity Partners LLC14,165$316.9K0.00%+3,465+32.4%Added
Virtu Financial LLC14,824$332.0K0.01%+7,556+104.0%Added
Simplex Trading, LLC17,531$392.2K0.01%−26,860−60.5%Reduced
Lykos Global Management, LP20,000$447.4K0.32%+20,000New
Polymer Capital Management (US) LLC22,500$503.3K0.07%00.0%Unchanged
Renaissance Technologies LLC23,500$525.7K0.00%+23,500New
Rhumbline Advisers23,922$535.1K0.00%+23,922New
MYDA Advisors LLC25,000$559.3K0.16%+25,000New
Nuveen, LLC25,402$568.2K0.00%+25,402New
Deutsche Bank AG25,686$574.6K0.00%−10,680−29.4%Reduced
Alliancebernstein L.P.28,670$641.3K0.00%+28,670New
Caitong International Asset Management Co., Ltd28,689$641.8K0.16%+16,745+140.2%Added
First Trust Advisors LP30,108$673.5K0.00%+30,108New
Verition Fund Management LLC32,000$715.8K0.00%−411,684−92.8%Reduced
Barclays PLC33,587$751.3K0.00%+25,019+292.0%Added
MML Investors Services, LLC41,326$924.5K0.00%+41,326New
Ameriprise Financial Inc44,218$989.2K0.00%−12,654−22.2%Reduced
LPL Financial LLC44,440$994.1K0.00%+33,708+314.1%Added
Huntleigh Advisors, Inc.45,268$1.01M0.17%+45,268New
Stratos Wealth Partners, LTD.48,721$1.09M0.01%+48,721New
Bank of New York Mellon Corp58,774$1.31M0.00%+58,774New
Needham Investment Management LLC60,000$1.34M0.08%+20,000+50.0%Added
Shay Capital LLC62,778$1.40M0.23%−60,022−48.9%Reduced
Neuberger Berman Group LLC73,010$1.63M0.00%−1,046−1.4%Reduced
Group One Trading, L.P.86,209$1.93M0.06%+67,867+370.0%Added
Capital Fund Management S.A.91,572$2.05M0.02%+91,572New
Concentric Capital Strategies, LP92,142$2.06M0.11%+92,142New
Wells Fargo & Company96,978$2.17M0.00%+95,778+7,981.5%Added
IMC-Chicago, LLC107,152$2.40M0.04%+107,152New
LuminArx Capital Management LP107,564$2.41M2.30%+107,564New