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, Q1 2026
Institutional positions in Firefly Aerospace Inc. as of Mar 31, 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
- 214
- +72 vs. Q4 2025
- Shares held
- 65.0M
- +8.72M (+15.5%) vs. Q4 2025
- Total value
- $1.85B
- +$586.8M (+46.6%) vs. Q4 2025
- New holders
- 98
- 61 more added
- Sold out
- 26
- 30 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 269 | $2.79B |
| Q1 2026 | 214 | $1.85B |
| Q4 2025 | 147 | $1.31B |
| Q3 2025 | 118 | $1.76B |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Firefly Aerospace Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ae Industrial Partners, LP | 35,227,754 | $1.00B | 61.55% | 00.0% | Unchanged |
| Vanguard Portfolio Management LLC | 2,427,201 | $69.1M | 0.00% | +2,427,201 | New |
| Vanguard Capital Management LLC | 2,333,889 | $66.4M | 0.00% | +2,333,889 | New |
| Van Eck Associates Corp | 2,120,531 | $60.4M | 0.05% | +2,120,531 | New |
| BlackRock, Inc. | 2,037,915 | $58.0M | 0.00% | +583,787+40.1% | Added |
| Capital World Investors | 1,205,209 | $34.3M | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,068,835 | $30.4M | 0.01% | −704,772−39.7% | Reduced |
| Point72 Asset Management, L.P. | 961,540 | $27.4M | 0.05% | +961,540 | New |
| Price T Rowe Associates Inc | 887,493 | $25.3M | 0.00% | +17,554+2.0% | Added |
| Penserra Capital Management LLC | 766,654 | $21.8M | 0.26% | +486,258+173.4% | Added |
| La Banque Postale Asset Management SA | 740,026 | $21.1M | 0.29% | +516,171+230.6% | Added |
| Temasek Holdings (Private) Ltd | 663,155 | $18.9M | 0.06% | −406,433−38.0% | Reduced |
| Phoenix Holdings Ltd. | 660,060 | $18.8M | 0.18% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 659,017 | $18.8M | 0.11% | −1,128,887−63.1% | Reduced |
| Geode Capital Management, LLC | 651,929 | $18.6M | 0.00% | +43,732+7.2% | Added |
| Invesco Ltd. | 557,040 | $15.9M | 0.00% | +38,163+7.4% | Added |
| Tudor Investment Corp Et Al | 538,698 | $15.3M | 0.08% | −70,000−11.5% | Reduced |
| JPMorgan Chase & Co | 632,779 | $14.9M | 0.00% | −28,563−4.3% | Reduced |
| Goldman Sachs Group Inc | 496,821 | $14.1M | 0.00% | +368,034+285.8% | Added |
| State Street Corp | 490,869 | $14.0M | 0.00% | +99,590+25.5% | Added |
| Marex Group plc | 462,208 | $13.2M | 0.14% | +258,078+126.4% | Added |
| Morgan Stanley | 430,051 | $12.2M | 0.00% | +256,708+148.1% | Added |
| Millennium Management LLC | 330,897 | $9.42M | 0.01% | +67,391+25.6% | Added |
| Renaissance Technologies LLC | 329,300 | $9.38M | 0.01% | +305,800+1,301.3% | Added |
| Liontrust Investment Partners LLP | 304,890 | $8.68M | 0.15% | +190,791+167.2% | Added |
| Bank of America Corp | 299,042 | $8.51M | 0.00% | +107,080+55.8% | Added |
| WCM Investment Management, LLC | 340,730 | $8.05M | 0.02% | −340,611−50.0% | Reduced |
| Defiance ETFs, LLC | 280,370 | $7.98M | 0.11% | +280,370 | New |
| Victory Capital Management Inc | 278,344 | $7.92M | 0.01% | +268,865+2,836.4% | Added |
| Vident Advisory, LLC | 267,181 | $7.61M | 0.06% | +267,181 | New |
| Ieq Capital, LLC | 251,159 | $7.15M | 0.03% | +251,159 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 240,000 | $6.83M | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 225,782 | $6.43M | 0.00% | +213,923+1,803.9% | Added |
| Walleye Capital LLC | 225,000 | $6.41M | 0.04% | −36,211−13.9% | Reduced |
| Raymond James Financial Inc | 184,235 | $5.25M | 0.00% | +63,976+53.2% | Added |
| FMR LLC | 180,198 | $5.13M | 0.00% | −121,399−40.3% | Reduced |
| Vanguard Fiduciary Trust Co | 178,620 | $5.09M | 0.00% | +178,620 | New |
| Northern Trust Corp | 174,986 | $4.98M | 0.00% | +19,742+12.7% | Added |
| Charles Schwab Investment Management Inc | 174,673 | $4.97M | 0.00% | +22,543+14.8% | Added |
| Neuberger Berman Group LLC | 168,577 | $4.80M | 0.00% | +95,567+130.9% | Added |
| Ghisallo Capital Management LLC | 160,000 | $4.56M | 0.13% | 00.0% | Unchanged |
| Holocene Advisors, LP | 158,456 | $4.51M | 0.01% | +158,456 | New |
| Susquehanna International Group, LLP | 154,463 | $4.40M | 0.01% | −264,724−63.2% | Reduced |
| LMR Partners LLP | 151,546 | $4.31M | 0.04% | 00.0% | Unchanged |
| Seven Grand Managers, LLC | 150,000 | $4.27M | 0.29% | 00.0% | Unchanged |
| Red Wave Investments LLC | 148,291 | $4.22M | 1.26% | +148,291 | New |
| Capital Fund Management S.A. | 130,595 | $3.72M | 0.03% | +39,023+42.6% | Added |
| Burkehill Global Management, LP | 125,000 | $3.56M | 0.18% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 124,900 | $3.56M | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 122,181 | $3.48M | 0.00% | +25,203+26.0% | Added |
| Alyeska Investment Group, L.P. | 109,431 | $3.12M | 0.01% | −101,935−48.2% | Reduced |
| BlueCrest Capital Management Ltd | 103,698 | $2.95M | 0.28% | −375,000−78.3% | Reduced |
| Principal Financial Group Inc | 100,528 | $2.86M | 0.00% | +100,528 | New |
| Nuveen, LLC | 99,828 | $2.84M | 0.00% | +74,426+293.0% | Added |
| Blackstone Group Inc. | 94,342 | $2.69M | 0.01% | +94,342 | New |
| EFG International AG | 87,063 | $2.48M | 0.05% | +87,063 | New |
| Citadel Advisors LLC | 85,285 | $2.43M | 0.00% | −224,187−72.4% | Reduced |
| Citigroup Inc | 81,154 | $2.31M | 0.00% | −37,005−31.3% | Reduced |
| Bank of New York Mellon Corp | 76,796 | $2.19M | 0.00% | +18,022+30.7% | Added |
| Stratos Wealth Partners, LTD. | 74,043 | $2.11M | 0.02% | +25,322+52.0% | Added |
| Lisanti Capital Growth, LLC | 68,955 | $1.96M | 0.49% | +68,955 | New |
| Franklin Resources Inc | 65,901 | $1.88M | 0.00% | +65,901 | New |
| AQR Capital Management LLC | 64,352 | $1.83M | 0.00% | +64,352 | New |
| Swiss National Bank | 63,000 | $1.79M | 0.00% | +63,000 | New |
| Schonfeld Strategic Advisors LLC | 62,348 | $1.78M | 0.01% | +62,348 | New |
| Needham Investment Management LLC | 60,000 | $1.71M | 0.09% | 00.0% | Unchanged |
| MML Investors Services, LLC | 58,200 | $1.66M | 0.00% | +16,874+40.8% | Added |
| UBS Asset Management Americas Inc | 56,410 | $1.61M | 0.00% | +56,410 | New |
| Group One Trading, L.P. | 56,044 | $1.60M | 0.05% | −30,165−35.0% | Reduced |
| Quantinno Capital Management LP | 50,263 | $1.43M | 0.00% | +50,263 | New |
| LPL Financial LLC | 46,763 | $1.33M | 0.00% | +2,323+5.2% | Added |
| Huntleigh Advisors, Inc. | 46,546 | $1.33M | 0.23% | +1,278+2.8% | Added |
| Marshall Wace, LLP | 45,900 | $1.31M | 0.00% | −78,106−63.0% | Reduced |
| Squarepoint Ops LLC | 41,774 | $1.19M | 0.00% | +41,774 | New |
| Endowment Wealth Management, Inc. | 37,314 | $1.06M | 0.47% | +37,314 | New |
| SEI Investments Co | 37,037 | $1.05M | 0.00% | +37,037 | New |
| Ameriprise Financial Inc | 35,829 | $1.02M | 0.00% | −8,389−19.0% | Reduced |
| Legal & General Group Plc | 34,464 | $980.3K | 0.00% | +32,331+1,515.8% | Added |
| Aquatic Capital Management LLC | 32,371 | $921.6K | 0.03% | +32,371 | New |
| First Trust Advisors LP | 32,235 | $917.7K | 0.00% | +2,127+7.1% | Added |
| Ballentine Partners, LLC | 32,000 | $911.0K | 0.01% | +32,000 | New |
| Manufacturers Life Insurance Company, The | 31,813 | $905.7K | 0.00% | +31,813 | New |
| California State Teachers Retirement System | 31,189 | $888.0K | 0.00% | +29,867+2,259.2% | Added |
| Deutsche Bank AG | 30,914 | $880.1K | 0.00% | +5,228+20.4% | Added |
| Deeter Investments LLP | 30,000 | $854.1K | 0.15% | +30,000 | New |
| REX Advisers, LLC | 29,400 | $837.0K | 4.89% | +29,400 | New |
| Oppenheimer & Co Inc | 29,115 | $828.9K | 0.01% | +29,115 | New |
| Man Group plc | 28,846 | $821.2K | 0.00% | +28,846 | New |
| Y-Intercept (Hong Kong) Ltd | 26,282 | $748.2K | 0.01% | +26,282 | New |
| Caitong International Asset Management Co., Ltd | 25,599 | $728.8K | 0.13% | −3,090−10.8% | Reduced |
| Polen Capital Management LLC | 25,499 | $726.0K | 0.01% | +25,499 | New |
| Legato Capital Management LLC | 25,210 | $717.7K | 0.07% | +25,210 | New |
| Shay Capital LLC | 25,000 | $711.8K | 0.10% | −37,778−60.2% | Reduced |
| Rhumbline Advisers | 24,904 | $709.0K | 0.00% | +982+4.1% | Added |
| Alliancebernstein L.P. | 31,450 | $703.5K | 0.00% | +2,780+9.7% | Added |
| Centiva Capital, LP | 24,000 | $683.3K | 0.03% | +24,000 | New |
| Savvy Advisors, Inc. | 23,983 | $682.8K | 0.02% | +23,983 | New |
| Signaturefd, LLC | 22,838 | $650.2K | 0.01% | +22,713+18,170.4% | Added |
| Penney Financial, LLC | 22,793 | $648.9K | 0.25% | +22,793 | New |
| Polymer Capital Management (US) LLC | 22,250 | $633.5K | 0.09% | −250−1.1% | Reduced |