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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, 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.

Institutional holdersQ1 2026: 214 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 heldQ1 2026: $1.85B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Firefly Aerospace Inc.; share changes are against Q4 2025.

Institutions holding FLY in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Stifel Financial Corp21,649$616.3K0.00%+21,649New
Scientech Research LLC21,472$611.3K0.51%+21,472New
Vanguard Asset Management, Ltd21,088$600.4K0.00%+21,088New
State of Wisconsin Investment Board20,423$581.4K0.00%+20,423New
LuminArx Capital Management LP20,000$569.4K0.43%−87,564−81.4%Reduced
Rockefeller Capital Management L.P.19,314$549.9K0.00%+13,234+217.7%Added
SG Americas Securities, LLC19,065$543.0K0.00%+9,344+96.1%Added
Two Sigma Investments, LP18,271$520.2K0.00%−417,602−95.8%Reduced
Resolute Partners Group18,200$518.2K0.21%+7,500+70.1%Added
Quest Investment Management LLC18,104$515.4K0.06%+18,104New
Janus Henderson Group PLC17,700$503.5K0.00%+17,700New
Avidian Wealth Solutions, LLC17,581$500.5K0.02%+17,581New
BNP Paribas Arbitrage, SA17,543$499.4K0.00%+13,043+289.8%Added
Cerity Partners LLC16,889$480.8K0.00%+2,724+19.2%Added
Exchange Traded Concepts, LLC16,876$480.5K0.00%+16,876New
Mariner, LLC16,842$479.4K0.00%+16,842New
Kingsview Wealth Management, LLC16,675$474.7K0.01%+5,994+56.1%Added
Sargent Investment Group, LLC15,387$438.1K0.06%+15,387New
Jain Global LLC14,058$400.2K0.01%+14,058New
Federated Hermes, Inc.14,000$398.6K0.00%+14,000New
Zurcher Kantonalbank (Zurich Cantonalbank)12,710$361.9K0.00%+12,710New
J. Safra Sarasin Holding AG12,577$358.1K0.01%+2,386+23.4%Added
SummitTX Capital, L.P.12,383$352.5K0.01%+12,383New
MetLife Investment Management12,334$351.1K0.00%00.0%Unchanged
Jones Financial Companies LLLP13,380$317.2K0.00%+8,734+188.0%Added
Mirae Asset Global ETFs Holdings Ltd.10,969$312.3K0.00%+973+9.7%Added
Winton Group Ltd10,662$303.5K0.01%+10,662New
J. Derek Lewis & Associates Inc.13,100$301.8K0.07%+13,100New
Sassicaia Capital Advisers LLC10,500$298.9K0.34%+10,500New
Blair William & Co10,450$297.5K0.00%+10,450New
Canal Insurance CO10,000$285.0K0.06%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.10,000$285.0K0.00%00.0%Unchanged
Gabelli Funds LLC9,690$275.9K0.00%+9,690New
Vontobel Holding Ltd.8,799$250.5K0.00%+8,799New
Arizona State Retirement System8,748$249.1K0.00%+8,748New
Vanguard Global Advisers, LLC8,739$248.8K0.00%+8,739New
Wealth Enhancement Advisory Services, LLC6,960$229.2K0.00%+6,960New
New York State Common Retirement Fund7,900$224.9K0.00%+4,500+132.4%Added
Armistice Capital, LLC7,881$224.4K0.01%+7,881New
Thompson Davis & Co., Inc.7,735$220.2K0.15%+7,735New
Vanguard Investments Australia, Ltd.7,557$215.1K0.00%+7,557New
Carlson Financial, Inc.7,544$214.8K0.13%+7,544New
Wedbush Securities Inc7,300$208.0K0.01%+7,300New
Kestra Advisory Services, LLC7,027$200.1K0.00%−595−7.8%Reduced
Activest Wealth Management7,016$199.7K0.04%+7,016New
KLP Kapitalforvaltning AS7,000$199.3K0.00%+7,000New
Police & Firemen's Retirement System of New Jersey6,847$194.9K0.00%+1,615+30.9%Added
Natixis7,071$189.9K0.00%+7,071New
Barclays PLC6,317$179.8K0.00%−27,270−81.2%Reduced
Advisor Group Holdings, Inc.4,340$123.6K0.00%+234+5.7%Added
CWM, LLC4,131$117.6K0.00%+4,121+41,210.0%Added
US Bancorp4,080$116.2K0.00%+4,065+27,100.0%Added
Toth Financial Advisory Corp4,020$114.5K0.01%+4,020New
STRS Ohio3,800$108.2K0.00%00.0%Unchanged
Golden State Wealth Management, LLC3,790$107.9K0.01%+3,790New
SBI Securities Co., Ltd.3,103$88.3K0.00%−1,276−29.1%Reduced
Parallel Advisors, LLC2,953$84.1K0.00%+2,360+398.0%Added
Allworth Financial LP2,760$78.6K0.00%+2,360+590.0%Added
Nisa Investment Advisors, LLC2,558$72.8K0.00%+2,558New
Elequin Capital LP2,289$65.2K0.01%+2,289New
Twin Peaks Wealth Advisors, LLC2,052$58.4K0.01%+2,052New
Tower Research Capital LLC (TRC)2,016$57.4K0.00%−9,224−82.1%Reduced
Russell Investments Group, Ltd.1,869$53.2K0.00%+166+9.7%Added
Tradewinds Capital Management, LLC1,824$51.9K0.01%+1,824New
Ameritas Investment Partners, Inc.1,745$49.7K0.00%00.0%Unchanged
Tema ETFs LLC1,708$48.6K0.00%+1,708New
Intesa Sanpaolo S.p.A.1,800$42.2K0.00%+1,800New
NBC Securities, Inc.1,362$38.8K0.00%−343−20.1%Reduced
KBC Group NV1,318$38.0K0.00%+1,318New
Rakuten Securities, Inc.1,061$30.2K0.01%−2,020−65.6%Reduced
Consultiva Wealth Management, Corp.1,000$28.5K0.08%+1,000New
Advisory Services Network, LLC869$24.7K0.00%+869New
Farther Finance Advisors, LLC685$20.4K0.00%+535+356.7%Added
Huntington National Bank616$17.5K0.00%+115+23.0%Added
Basecamp Wealth Advisors LLC603$17.2K0.00%+603New
Leonteq Securities AG589$16.8K0.00%−105−15.1%Reduced
Costello Asset Management, INC500$14.2K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC400$11.4K0.01%+400New
Sterling Capital Management LLC383$10.9K0.00%−164−30.0%Reduced
GAMMA Investing LLC326$9.28K0.00%+288+757.9%Added
Harbour Investments, Inc.297$8.46K0.00%+297New
Hurley Capital, LLC245$6.97K0.00%+245New
The PNC Financial Services Group, Inc.236$6.72K0.00%+8+3.5%Added
Pacifica Partners Inc.200$5.69K0.00%+200New
IMG Wealth Management, Inc.200$5.69K0.00%+200New
Fortitude Family Office, LLC170$4.84K0.00%00.0%Unchanged
Essential Partners LLC166$4.73K0.00%+166New
Bartlett & Co. Wealth Management LLC130$4.34K0.00%+130New
GWM Advisors LLC140$3.99K0.00%+140New
Bangor Savings Bank125$3.56K0.00%00.0%Unchanged
Sfam, LLC100$2.85K0.00%+100New
EverSource Wealth Advisors, LLC87$2.48K0.00%+87New
Federation des caisses Desjardins du Quebec85$2.42K0.00%00.0%Unchanged
Rothschild Investment LLC79$2.25K0.00%+49+163.3%Added
Ankerstar Wealth, LLC69$1.96K0.00%00.0%Unchanged
Bare Financial Services, Inc65$1.85K0.00%+47+261.1%Added
Clearstead Advisors, LLC55$1.57K0.00%00.0%Unchanged
Sunbelt Securities, Inc.51$1.45K0.00%+11+27.5%Added
Stone House Investment Management, LLC50$1.42K0.00%00.0%Unchanged
Golden State Equity Partners50$1.42K0.00%+50New