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 |
|---|---|---|---|---|---|
| Cerity Partners LLC | 16,889 | $480.8K | 0.00% | +2,724+19.2% | Added |
| BNP Paribas Arbitrage, SA | 17,543 | $499.4K | 0.00% | +13,043+289.8% | Added |
| Avidian Wealth Solutions, LLC | 17,581 | $500.5K | 0.02% | +17,581 | New |
| Janus Henderson Group PLC | 17,700 | $503.5K | 0.00% | +17,700 | New |
| Quest Investment Management LLC | 18,104 | $515.4K | 0.06% | +18,104 | New |
| Resolute Partners Group | 18,200 | $518.2K | 0.21% | +7,500+70.1% | Added |
| Two Sigma Investments, LP | 18,271 | $520.2K | 0.00% | −417,602−95.8% | Reduced |
| SG Americas Securities, LLC | 19,065 | $543.0K | 0.00% | +9,344+96.1% | Added |
| Rockefeller Capital Management L.P. | 19,314 | $549.9K | 0.00% | +13,234+217.7% | Added |
| LuminArx Capital Management LP | 20,000 | $569.4K | 0.43% | −87,564−81.4% | Reduced |
| State of Wisconsin Investment Board | 20,423 | $581.4K | 0.00% | +20,423 | New |
| Vanguard Asset Management, Ltd | 21,088 | $600.4K | 0.00% | +21,088 | New |
| Scientech Research LLC | 21,472 | $611.3K | 0.51% | +21,472 | New |
| Stifel Financial Corp | 21,649 | $616.3K | 0.00% | +21,649 | New |
| Polymer Capital Management (US) LLC | 22,250 | $633.5K | 0.09% | −250−1.1% | Reduced |
| Penney Financial, LLC | 22,793 | $648.9K | 0.25% | +22,793 | New |
| Signaturefd, LLC | 22,838 | $650.2K | 0.01% | +22,713+18,170.4% | Added |
| Savvy Advisors, Inc. | 23,983 | $682.8K | 0.02% | +23,983 | New |
| Centiva Capital, LP | 24,000 | $683.3K | 0.03% | +24,000 | New |
| Alliancebernstein L.P. | 31,450 | $703.5K | 0.00% | +2,780+9.7% | Added |
| Rhumbline Advisers | 24,904 | $709.0K | 0.00% | +982+4.1% | Added |
| Shay Capital LLC | 25,000 | $711.8K | 0.10% | −37,778−60.2% | Reduced |
| Legato Capital Management LLC | 25,210 | $717.7K | 0.07% | +25,210 | New |
| Polen Capital Management LLC | 25,499 | $726.0K | 0.01% | +25,499 | New |
| Caitong International Asset Management Co., Ltd | 25,599 | $728.8K | 0.13% | −3,090−10.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 26,282 | $748.2K | 0.01% | +26,282 | New |
| Man Group plc | 28,846 | $821.2K | 0.00% | +28,846 | New |
| Oppenheimer & Co Inc | 29,115 | $828.9K | 0.01% | +29,115 | New |
| REX Advisers, LLC | 29,400 | $837.0K | 4.89% | +29,400 | New |
| Deeter Investments LLP | 30,000 | $854.1K | 0.15% | +30,000 | New |
| Deutsche Bank AG | 30,914 | $880.1K | 0.00% | +5,228+20.4% | Added |
| California State Teachers Retirement System | 31,189 | $888.0K | 0.00% | +29,867+2,259.2% | Added |
| Manufacturers Life Insurance Company, The | 31,813 | $905.7K | 0.00% | +31,813 | New |
| Ballentine Partners, LLC | 32,000 | $911.0K | 0.01% | +32,000 | New |
| First Trust Advisors LP | 32,235 | $917.7K | 0.00% | +2,127+7.1% | Added |
| Aquatic Capital Management LLC | 32,371 | $921.6K | 0.03% | +32,371 | New |
| Legal & General Group Plc | 34,464 | $980.3K | 0.00% | +32,331+1,515.8% | Added |
| Ameriprise Financial Inc | 35,829 | $1.02M | 0.00% | −8,389−19.0% | Reduced |
| SEI Investments Co | 37,037 | $1.05M | 0.00% | +37,037 | New |
| Endowment Wealth Management, Inc. | 37,314 | $1.06M | 0.47% | +37,314 | New |
| Squarepoint Ops LLC | 41,774 | $1.19M | 0.00% | +41,774 | New |
| Marshall Wace, LLP | 45,900 | $1.31M | 0.00% | −78,106−63.0% | Reduced |
| Huntleigh Advisors, Inc. | 46,546 | $1.33M | 0.23% | +1,278+2.8% | Added |
| LPL Financial LLC | 46,763 | $1.33M | 0.00% | +2,323+5.2% | Added |
| Quantinno Capital Management LP | 50,263 | $1.43M | 0.00% | +50,263 | New |
| Group One Trading, L.P. | 56,044 | $1.60M | 0.05% | −30,165−35.0% | Reduced |
| UBS Asset Management Americas Inc | 56,410 | $1.61M | 0.00% | +56,410 | New |
| MML Investors Services, LLC | 58,200 | $1.66M | 0.00% | +16,874+40.8% | Added |
| Needham Investment Management LLC | 60,000 | $1.71M | 0.09% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 62,348 | $1.78M | 0.01% | +62,348 | New |
| Swiss National Bank | 63,000 | $1.79M | 0.00% | +63,000 | New |
| AQR Capital Management LLC | 64,352 | $1.83M | 0.00% | +64,352 | New |
| Franklin Resources Inc | 65,901 | $1.88M | 0.00% | +65,901 | New |
| Lisanti Capital Growth, LLC | 68,955 | $1.96M | 0.49% | +68,955 | New |
| Stratos Wealth Partners, LTD. | 74,043 | $2.11M | 0.02% | +25,322+52.0% | Added |
| Bank of New York Mellon Corp | 76,796 | $2.19M | 0.00% | +18,022+30.7% | Added |
| Citigroup Inc | 81,154 | $2.31M | 0.00% | −37,005−31.3% | Reduced |
| Citadel Advisors LLC | 85,285 | $2.43M | 0.00% | −224,187−72.4% | Reduced |
| EFG International AG | 87,063 | $2.48M | 0.05% | +87,063 | New |
| Blackstone Group Inc. | 94,342 | $2.69M | 0.01% | +94,342 | New |
| Nuveen, LLC | 99,828 | $2.84M | 0.00% | +74,426+293.0% | Added |
| Principal Financial Group Inc | 100,528 | $2.86M | 0.00% | +100,528 | New |
| BlueCrest Capital Management Ltd | 103,698 | $2.95M | 0.28% | −375,000−78.3% | Reduced |
| Alyeska Investment Group, L.P. | 109,431 | $3.12M | 0.01% | −101,935−48.2% | Reduced |
| Wells Fargo & Company | 122,181 | $3.48M | 0.00% | +25,203+26.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 124,900 | $3.56M | 0.00% | 00.0% | Unchanged |
| Burkehill Global Management, LP | 125,000 | $3.56M | 0.18% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 130,595 | $3.72M | 0.03% | +39,023+42.6% | Added |
| Red Wave Investments LLC | 148,291 | $4.22M | 1.26% | +148,291 | New |
| Seven Grand Managers, LLC | 150,000 | $4.27M | 0.29% | 00.0% | Unchanged |
| LMR Partners LLP | 151,546 | $4.31M | 0.04% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 154,463 | $4.40M | 0.01% | −264,724−63.2% | Reduced |
| Holocene Advisors, LP | 158,456 | $4.51M | 0.01% | +158,456 | New |
| Ghisallo Capital Management LLC | 160,000 | $4.56M | 0.13% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 168,577 | $4.80M | 0.00% | +95,567+130.9% | Added |
| Charles Schwab Investment Management Inc | 174,673 | $4.97M | 0.00% | +22,543+14.8% | Added |
| Northern Trust Corp | 174,986 | $4.98M | 0.00% | +19,742+12.7% | Added |
| Vanguard Fiduciary Trust Co | 178,620 | $5.09M | 0.00% | +178,620 | New |
| FMR LLC | 180,198 | $5.13M | 0.00% | −121,399−40.3% | Reduced |
| Raymond James Financial Inc | 184,235 | $5.25M | 0.00% | +63,976+53.2% | Added |
| Walleye Capital LLC | 225,000 | $6.41M | 0.04% | −36,211−13.9% | Reduced |
| Royal Bank of Canada | 225,782 | $6.43M | 0.00% | +213,923+1,803.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 240,000 | $6.83M | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 251,159 | $7.15M | 0.03% | +251,159 | New |
| Vident Advisory, LLC | 267,181 | $7.61M | 0.06% | +267,181 | New |
| Victory Capital Management Inc | 278,344 | $7.92M | 0.01% | +268,865+2,836.4% | Added |
| Defiance ETFs, LLC | 280,370 | $7.98M | 0.11% | +280,370 | New |
| WCM Investment Management, LLC | 340,730 | $8.05M | 0.02% | −340,611−50.0% | Reduced |
| Bank of America Corp | 299,042 | $8.51M | 0.00% | +107,080+55.8% | Added |
| Liontrust Investment Partners LLP | 304,890 | $8.68M | 0.15% | +190,791+167.2% | Added |
| Renaissance Technologies LLC | 329,300 | $9.38M | 0.01% | +305,800+1,301.3% | Added |
| Millennium Management LLC | 330,897 | $9.42M | 0.01% | +67,391+25.6% | Added |
| Morgan Stanley | 430,051 | $12.2M | 0.00% | +256,708+148.1% | Added |
| Marex Group plc | 462,208 | $13.2M | 0.14% | +258,078+126.4% | Added |
| State Street Corp | 490,869 | $14.0M | 0.00% | +99,590+25.5% | Added |
| Goldman Sachs Group Inc | 496,821 | $14.1M | 0.00% | +368,034+285.8% | Added |
| JPMorgan Chase & Co | 632,779 | $14.9M | 0.00% | −28,563−4.3% | Reduced |
| Tudor Investment Corp Et Al | 538,698 | $15.3M | 0.08% | −70,000−11.5% | Reduced |
| Invesco Ltd. | 557,040 | $15.9M | 0.00% | +38,163+7.4% | Added |
| Geode Capital Management, LLC | 651,929 | $18.6M | 0.00% | +43,732+7.2% | Added |