Fermi Inc.
FRMI- Exchange
- Nasdaq
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0002071778
In the last 90 days, Fermi Inc. insiders filed 0 open-market purchases and 1 sale; 295 institutions reported holding it in 13F filings for Q2 2026, worth $1.48B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Fermi 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
- 295
- +87 vs. Q1 2026
- Shares held
- 161.6M
- +88.7M (+121.7%) vs. Q1 2026
- Total value
- $1.48B
- +$1.05B (+247.9%) vs. Q1 2026
- New holders
- 128
- 108 more added
- Sold out
- 41
- 42 more reduced
3 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 FRMI 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 | 295 | $1.48B |
| Q1 2026 | 211 | $425.8M |
| Q4 2025 | 158 | $362.5M |
| Q3 2025 | 0 | $0 |
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Fermi Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hazlett, Burt & Watson, Inc. | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 2 | $19 | 0.00% | +2 | New |
| Clearstead Advisors, LLC | 10 | $93 | 0.00% | +10 | New |
| Activest Wealth Management | 13 | $119 | 0.00% | −5−27.8% | Reduced |
| Rakuten Securities, Inc. | 14 | $128 | 0.00% | −500−97.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 15 | $137 | 0.00% | +15 | New |
| JPL Wealth Management, LLC | 18 | $165 | 0.00% | +18 | New |
| Transamerica Financial Advisors, Inc. | 19 | $174 | 0.00% | +11+137.5% | Added |
| Stone House Investment Management, LLC | 31 | $284 | 0.00% | +31 | New |
| Optiver Holding B.V. | 31 | $284 | 0.00% | +31 | New |
| Silver Grove Financial Group, Inc. | 31 | $284 | 0.00% | +31 | New |
| Financial Consulate, Inc | 45 | $413 | 0.00% | +45 | New |
| Investors Portfolio Services LLC | 58 | $531 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 60 | $550 | 0.00% | +60 | New |
| MV Capital Management, Inc. | 74 | $678 | 0.00% | +68+1,133.3% | Added |
| UMA Financial Services, Inc. | 105 | $962 | 0.00% | +105 | New |
| Parallel Advisors, LLC | 130 | $1.19K | 0.00% | +57+78.1% | Added |
| Barrett & Company, Inc. | 165 | $1.51K | 0.00% | +40+32.0% | Added |
| IFP Advisors, Inc | 216 | $1.98K | 0.00% | −85−28.2% | Reduced |
| CX Institutional | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 250 | $2.00K | 0.00% | +250 | New |
| Itau Unibanco Holding S.A. | 228 | $2.09K | 0.00% | −851−78.9% | Reduced |
| Essential Partners LLC | 229 | $2.10K | 0.00% | −945−80.5% | Reduced |
| UBS Asset Management Americas Inc | 281 | $2.57K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 290 | $2.66K | 0.00% | +283+4,042.9% | Added |
| GoalVest Advisory LLC | 320 | $2.93K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 337 | $3.09K | 0.00% | +337 | New |
| Signaturefd, LLC | 400 | $3.66K | 0.00% | +400 | New |
| Owl Creek Wealth Partners LLC | 400 | $3.66K | 0.00% | +400 | New |
| Steward Partners Investment Advisory, LLC | 485 | $4.44K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 493 | $4.52K | 0.00% | −2,727−84.7% | Reduced |
| Altshuler Shaham Ltd | 501 | $4.59K | 0.00% | +501 | New |
| Creative Financial Designs Inc | 525 | $4.81K | 0.00% | +25+5.0% | Added |
| Tower Research Capital LLC (TRC) | 530 | $4.86K | 0.00% | −14,304−96.4% | Reduced |
| Adirondack Trust Co | 745 | $6.82K | 0.00% | −220−22.8% | Reduced |
| Rothschild Investment LLC | 1,028 | $9.42K | 0.00% | +186+22.1% | Added |
| Rockefeller Capital Management L.P. | 1,100 | $10.1K | 0.00% | +100+10.0% | Added |
| EverSource Wealth Advisors, LLC | 1,133 | $10.4K | 0.00% | +427+60.5% | Added |
| Asset Dedication, LLC | 1,230 | $11.3K | 0.00% | +1,230 | New |
| GAMMA Investing LLC | 1,360 | $12.5K | 0.00% | +30+2.3% | Added |
| Global Retirement Partners, LLC | 1,620 | $14.8K | 0.00% | +1,620 | New |
| Anchor Investment Management, LLC | 1,700 | $15.6K | 0.00% | +900+112.5% | Added |
| Harborfront Financial Group LLC | 2,000 | $18.3K | 0.07% | +2,000 | New |
| Persistent Asset Partners Ltd | 2,535 | $23.2K | 0.01% | +2,535 | New |
| Allworth Financial LP | 2,635 | $24.1K | 0.00% | +1,348+104.7% | Added |
| Bank of New Hampshire | 2,758 | $25.3K | 0.01% | +2,758 | New |
| California State Teachers Retirement System | 2,899 | $26.6K | 0.00% | +940+48.0% | Added |
| Salem Investment Counselors Inc | 3,000 | $27.5K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3,030 | $28.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5,000 | $36.9K | 0.00% | +5,000 | New |
| MetLife Investment Management | 4,248 | $38.9K | 0.00% | +2,777+188.8% | Added |
| STRS Ohio | 4,328 | $39.6K | 0.00% | +3,448+391.8% | Added |
| Farther Finance Advisors, LLC | 4,373 | $40.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4,406 | $40.4K | 0.00% | +3,959+885.7% | Added |
| GW&K Investment Management, LLC | 5,144 | $47.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 5,325 | $48.8K | 0.00% | +5,325 | New |
| Sterling Capital Management LLC | 6,177 | $56.6K | 0.00% | +4,972+412.6% | Added |
| FNY Investment Advisers, LLC | 8,000 | $73.0K | 0.03% | +8,000 | New |
| Quinn Opportunity Partners LLC | 10,000 | $91.6K | 0.00% | 00.0% | Unchanged |
| Harbor Advisors LLC | 10,000 | $91.6K | 0.01% | +10,000 | New |
| IHT Wealth Management, LLC | 10,109 | $92.6K | 0.00% | +10,109 | New |
| Summit Financial, LLC | 10,145 | $92.9K | 0.00% | +10,145 | New |
| FourThought Financial Partners, LLC | 10,153 | $93.0K | 0.01% | −28,081−73.4% | Reduced |
| Botty Investors LLC | 10,500 | $96.2K | 0.02% | +10,500 | New |
| Clarus Group, Inc. | 10,547 | $96.6K | 0.03% | +10,547 | New |
| Utah Retirement Systems | 10,710 | $98.1K | 0.00% | +10,710 | New |
| Aptus Capital Advisors, LLC | 10,733 | $98.3K | 0.00% | +10,733 | New |
| The PNC Financial Services Group, Inc. | 10,828 | $99.2K | 0.00% | +6,642+158.7% | Added |
| XTX Topco Ltd | 11,246 | $103.0K | 0.00% | +11,246 | New |
| SBI Securities Co., Ltd. | 11,289 | $103.4K | 0.00% | +6,552+138.3% | Added |
| Financial Management Professionals, Inc. | 11,400 | $104.4K | 0.01% | +11,400 | New |
| GWM Advisors LLC | 11,431 | $104.7K | 0.00% | +2,101+22.5% | Added |
| Amalgamated Bank | 11,514 | $105.0K | 0.00% | +11,514 | New |
| Maryland State Retirement & Pension System | 11,655 | $106.8K | 0.00% | +11,655 | New |
| Pekin Hardy Strauss, Inc. | 11,725 | $107.4K | 0.01% | 00.0% | Unchanged |
| Sig Brokerage, LP | 11,738 | $107.5K | 0.02% | −4,309−26.9% | Reduced |
| American Century Companies Inc | 11,850 | $108.5K | 0.00% | +810+7.3% | Added |
| Byrne Asset Management LLC | 11,950 | $109.5K | 0.06% | +11,950 | New |
| J. L. Bainbridge & Co., Inc. | 12,664 | $116.0K | 0.01% | +12,664 | New |
| Magnus Financial Group LLC | 12,885 | $118.0K | 0.01% | +12,885 | New |
| Kestra Advisory Services, LLC | 13,193 | $120.8K | 0.00% | +13,193 | New |
| Resona Asset Management Co.,Ltd. | 13,452 | $126.8K | 0.00% | −76−0.6% | Reduced |
| Astoria Portfolio Advisors LLC. | 13,918 | $127.5K | 0.02% | +13,918 | New |
| Xponance, Inc. | 13,950 | $127.8K | 0.00% | +13,950 | New |
| Quent Capital, LLC | 14,060 | $128.8K | 0.01% | +14,019+34,192.7% | Added |
| M&G Plc | 14,552 | $131.0K | 0.00% | −1,456,605−99.0% | Reduced |
| HSBC Holdings PLC | 14,607 | $133.7K | 0.00% | −56,982−79.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 14,797 | $135.5K | 0.00% | +14,797 | New |
| Spears Abacus Advisors LLC | 15,000 | $137.4K | 0.00% | +15,000 | New |
| M.E. Allison & Co., Inc. | 15,000 | $137.4K | 0.08% | +15,000 | New |
| Apollon Wealth Management, LLC | 15,394 | $141.0K | 0.00% | +15,394 | New |
| Daymark Wealth Partners, LLC | 15,410 | $141.2K | 0.00% | +15,410 | New |
| Wiley Bros.-Aintree Capital, LLC | 15,484 | $141.8K | 0.00% | +15,484 | New |
| Luminus Management LLC | 15,495 | $141.9K | 0.10% | +15,495 | New |
| Voya Investment Management LLC | 15,708 | $143.9K | 0.00% | +15,708 | New |
| Mad River Investors | 16,500 | $151.1K | 0.06% | +16,500 | New |
| Kingsview Wealth Management, LLC | 16,503 | $151.2K | 0.00% | +16,503 | New |
| Caitong International Asset Management Co., Ltd | 17,765 | $162.7K | 0.02% | −79,309−81.7% | Reduced |
| Jones Financial Companies LLLP | 18,178 | $172.5K | 0.00% | +3,882+27.2% | Added |
| Advisor Group Holdings, Inc. | 19,183 | $175.7K | 0.00% | +3,205+20.1% | Added |