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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, Q2 2026

Institutional positions in Firefly Aerospace Inc. 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
269
+59 vs. Q1 2026
Shares held
94.8M
+29.8M (+45.9%) vs. Q1 2026
Total value
$2.79B
+$941.3M (+51.0%) vs. Q1 2026
New holders
93
119 more added
Sold out
34
35 more reduced

4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 269 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 heldQ2 2026: $2.79B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Firefly Aerospace Inc.; share changes are against Q1 2026.

Institutions holding FLY in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Numerai GP LLC10,472$307.9K0.03%+10,472New
Rakuten Securities, Inc.10,868$319.5K0.07%+9,807+924.3%Added
FMR LLC10,916$320.9K0.00%−169,282−93.9%Reduced
Mercer Global Advisors Inc11,117$326.8K0.00%+11,117New
Shay Capital LLC11,197$329.2K0.04%−13,803−55.2%Reduced
Commonwealth Equity Services, LLC11,225$330.0K0.00%+11,225New
FreeGulliver LLC11,376$334.5K0.12%+11,376New
J. Safra Sarasin Holding AG12,577$358.1K0.01%00.0%Unchanged
Signaturefd, LLC12,213$359.1K0.00%−10,625−46.5%Reduced
Citizens Financial Group Inc12,437$365.6K0.00%+12,437New
Vanguard Global Advisers, LLC12,464$366.4K0.00%+3,725+42.6%Added
Gabelli Funds LLC12,566$369.4K0.00%+2,876+29.7%Added
KLP Kapitalforvaltning AS12,700$373.4K0.00%+5,700+81.4%Added
State Board of Administration of Florida Retirement System12,812$376.7K0.00%+12,812New
Prudential Financial Inc13,145$386.5K0.00%+13,145New
J. Derek Lewis & Associates Inc.13,200$388.1K0.07%+100+0.8%Added
Noesis Capital Mangement Corp13,349$392.5K0.05%+13,349New
Wedbush Securities Inc13,425$395.0K0.01%+6,125+83.9%Added
Russell Investments Group, Ltd.13,654$401.4K0.00%+11,785+630.6%Added
Vontobel Holding Ltd.14,055$413.2K0.00%+5,256+59.7%Added
Vanguard Investments Australia, Ltd.14,388$423.0K0.00%+6,831+90.4%Added
Voya Investment Management LLC15,249$448.3K0.00%+15,249New
Arizona State Retirement System15,462$454.6K0.00%+6,714+76.7%Added
ORG Wealth Partners, LLC15,770$463.6K0.07%+15,770New
Blair William & Co16,038$471.5K0.00%+5,588+53.5%Added
Golden State Wealth Management, LLC16,108$473.6K0.04%+12,318+325.0%Added
Marshall Wace, LLP16,900$496.9K0.00%−29,000−63.2%Reduced
Intech Investment Management LLC17,155$504.4K0.00%+17,155New
Cetera Investment Advisers17,180$505.1K0.00%+17,180New
Avidian Wealth Solutions, LLC17,970$528.3K0.01%+389+2.2%Added
Resolute Partners Group18,200$535.1K0.13%00.0%Unchanged
Jones Financial Companies LLLP21,016$536.7K0.00%+7,636+57.1%Added
Strategic Blueprint, LLC19,193$564.3K0.03%+19,193New
SG Americas Securities, LLC19,259$566.0K0.00%+194+1.0%Added
State of New Jersey Common Pension Fund D19,570$575.4K0.00%+19,570New
Deuterium Capital Management, LLC20,000$588.0K0.64%+20,000New
Centiva Capital, LP20,021$588.6K0.02%−3,979−16.6%Reduced
Werlinich Asset Management, LLC20,172$593.1K0.23%+20,172New
Rockefeller Capital Management L.P.20,403$599.8K0.00%+1,089+5.6%Added
Pathstone Holdings, LLC20,655$607.3K0.00%+20,655New
Zurcher Kantonalbank (Zurich Cantonalbank)21,632$636.0K0.00%+8,922+70.2%Added
Group One Trading, L.P.21,785$640.5K0.02%−34,259−61.1%Reduced
Savvy Advisors, Inc.22,005$646.9K0.01%−1,978−8.2%Reduced
LuminArx Capital Management LP22,500$661.5K0.31%+2,500+12.5%Added
Penney Financial, LLC22,793$670.1K0.23%00.0%Unchanged
Stifel Financial Corp22,909$673.5K0.00%+1,260+5.8%Added
Kingsview Wealth Management, LLC23,478$690.3K0.01%+6,803+40.8%Added
Police & Firemen's Retirement System of New Jersey23,549$692.3K0.01%+16,702+243.9%Added
Wealth Enhancement Advisory Services, LLC29,308$706.0K0.00%+22,348+321.1%Added
Jupiter Topco LLC24,900$732.4K0.00%+24,900New
Handelsbanken Fonder AB25,100$738.0K0.00%+25,100New
CI Private Wealth, LLC25,238$742.0K0.00%+25,238New
Landscape Capital Management, L.L.C.25,324$744.5K0.05%+25,324New
Mariner, LLC26,297$773.1K0.00%+9,455+56.1%Added
Verition Fund Management LLC26,313$773.6K0.01%+26,313New
Cambridge Investment Research Advisors, Inc.27,210$800.0K0.00%+27,210New
Cerity Partners LLC27,539$809.6K0.00%+10,650+63.1%Added
Walleye Capital LLC28,053$824.8K0.00%−196,947−87.5%Reduced
New York State Common Retirement Fund28,100$826.1K0.00%+20,200+255.7%Added
State of Wisconsin Investment Board29,989$881.7K0.00%+9,566+46.8%Added
Oppenheimer & Co Inc30,040$883.2K0.01%+925+3.2%Added
XTX Topco Ltd30,750$904.0K0.01%+30,750New
Endowment Wealth Management, Inc.31,314$920.6K0.36%−6,000−16.1%Reduced
Creative Planning32,056$942.4K0.00%+32,056New
Ballentine Partners, LLC32,111$944.1K0.01%+111+0.3%Added
Algert Global LLC33,580$987.3K0.01%+33,580New
Concurrent Investment Advisors, LLC33,917$997.2K0.01%+33,917New
O'Shaughnessy Asset Management, LLC34,700$1.02M0.00%+34,700New
Stratos Wealth Partners, LTD.36,158$1.06M0.01%−37,885−51.2%Reduced
Legato Capital Management LLC36,900$1.08M0.09%+11,690+46.4%Added
Vanguard Asset Management, Ltd39,293$1.16M0.00%+18,205+86.3%Added
Renaissance Capital LLC39,723$1.17M0.64%+39,723New
SEI Investments Co40,422$1.19M0.00%+3,385+9.1%Added
Balyasny Asset Management LLC44,007$1.29M0.00%+44,007New
Optiver Holding B.V.44,126$1.30M0.02%+44,126New
Legal & General Group Plc44,754$1.32M0.00%+10,290+29.9%Added
K.J. Harrison & Partners Inc45,000$1.32M0.19%+45,000New
Advisor Group Holdings, Inc.45,859$1.35M0.00%+41,519+956.7%Added
MetLife Investment Management46,813$1.38M0.01%+34,479+279.5%Added
OceanIQ Capital, LLC53,337$1.41M0.86%+53,337New
Firsthand Capital Management, Inc.50,000$1.47M2.35%+50,000New
Manufacturers Life Insurance Company, The50,939$1.50M0.00%+19,126+60.1%Added
Citadel Advisors LLC51,714$1.52M0.00%−33,571−39.4%Reduced
MML Investors Services, LLC51,727$1.52M0.00%−6,473−11.1%Reduced
Aquatic Capital Management LLC54,003$1.59M0.05%+21,632+66.8%Added
Quantinno Capital Management LP58,925$1.73M0.00%+8,662+17.2%Added
Barclays PLC60,770$1.79M0.00%+54,453+862.0%Added
Hudson Bay Capital Management LP61,421$1.81M0.01%−597,596−90.7%Reduced
AQR Capital Management LLC64,502$1.90M0.00%+150+0.2%Added
California State Teachers Retirement System64,776$1.90M0.00%+33,587+107.7%Added
Franklin Resources Inc68,714$2.02M0.00%+2,813+4.3%Added
PDT Partners, LLC71,527$2.10M0.11%+71,527New
Exchange Traded Concepts, LLC73,909$2.17M0.01%+57,033+338.0%Added
Bullseye Asset Management LLC75,000$2.20M1.12%+75,000New
Nomura Asset Management International Inc.78,859$2.32M0.00%+78,859New
Caitong International Asset Management Co., Ltd83,925$2.47M0.34%+58,326+227.8%Added
Kornitzer Capital Management Inc91,375$2.69M0.06%+91,375New
Alliancebernstein L.P.96,260$2.74M0.00%+64,810+206.1%Added
Rhumbline Advisers93,820$2.76M0.00%+68,916+276.7%Added
UBS Asset Management Americas Inc94,761$2.79M0.00%+38,351+68.0%Added