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AEye, Inc.

LIDR
Exchange
Nasdaq
Industry
Motor Vehicle Parts & Accessories
SEC CIK
0001818644

In the last 90 days, AEye, Inc. insiders filed 0 open-market purchases and 1 sale; 51 institutions reported holding it in 13F filings for Q2 2026, worth $15.6M in total; no superinvestor holds it.

13F holders, Q4 2025

Institutional positions in AEye, Inc. as of Dec 31, 2025. 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
45
+6 vs. Q3 2025
Shares held
8.57M
+5.34M (+165.8%) vs. Q3 2025
Total value
$16.0M
+$7.95M (+99.1%) vs. Q3 2025
New holders
13
10 more added
Sold out
7
9 more reduced

Compare with Q3 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting LIDR 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 holdersQ4 2025: 45 institutions
Q1 2021: 60 institutionsQ2 2021: 65 institutionsQ3 2021: 51 institutionsQ4 2021: 64 institutionsQ1 2022: 71 institutionsQ2 2022: 75 institutionsQ3 2022: 88 institutionsQ4 2022: 76 institutionsQ1 2023: 76 institutionsQ2 2023: 67 institutionsQ3 2023: 64 institutionsQ4 2023: 29 institutionsQ1 2024: 28 institutionsQ2 2024: 23 institutionsQ3 2024: 27 institutionsQ4 2024: 36 institutionsQ1 2025: 34 institutionsQ2 2025: 31 institutionsQ3 2025: 39 institutionsQ4 2025: 45 institutionsQ1 2026: 48 institutionsQ2 2026: 51 institutions
Value heldQ4 2025: $16.0M
Q1 2021: $146.6MQ2 2021: $182.2MQ3 2021: $185.4MQ4 2021: $188.2MQ1 2022: $220.2MQ2 2022: $83.1MQ3 2022: $55.2MQ4 2022: $24.1MQ1 2023: $16.0MQ2 2023: $7.45MQ3 2023: $8.77MQ4 2023: $2.63MQ1 2024: $1.27MQ2 2024: $1.71MQ3 2024: $1.09MQ4 2024: $1.65MQ1 2025: $757.5KQ2 2025: $940.5KQ3 2025: $8.03MQ4 2025: $16.0MQ1 2026: $19.5MQ2 2026: $15.6M
Institutions holding LIDR and their total value by quarter
QuarterHoldersValue
Q2 202651$15.6M
Q1 202648$19.5M
Q4 202545$16.0M
Q3 202539$8.03M
Q2 202531$940.5K
Q1 202534$757.5K
Q4 202436$1.65M
Q3 202427$1.09M
Q2 202423$1.71M
Q1 202428$1.27M
Q4 202329$2.63M
Q3 202364$8.77M
Q2 202367$7.45M
Q1 202376$16.0M
Q4 202276$24.1M
Q3 202288$55.2M
Q2 202275$83.1M
Q1 202271$220.2M
Q4 202164$188.2M
Q3 202151$185.4M
Q2 202165$182.2M
Q1 202160$146.6M

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding AEye, Inc.; share changes are against Q3 2025.

Institutions holding LIDR in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc2,740,146$5.04M0.00%+2,063,306+304.8%Added
State Street Corp1,573,781$2.90M0.00%+1,373,334+685.1%Added
Morgan Stanley957,193$1.76M0.00%+449,272+88.5%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.793,740$1.67M0.00%+793,740New
Geode Capital Management, LLC509,717$938.4K0.00%+114,958+29.1%Added
Benjamin Edwards Inc470,070$864.9K0.01%+58,170+14.1%Added
Jane Street Group, LLC274,174$504.5K0.00%+274,174New
BlackRock, Inc.174,724$321.5K0.00%+59,210+51.3%Added
Connective Capital Management, LLC138,987$255.7K0.15%+138,987New
UBS Group AG133,839$246.3K0.00%−173,857−56.5%Reduced
Cantor Fitzgerald, L. P.114,200$210.1K0.01%00.0%Unchanged
Northern Trust Corp103,070$189.6K0.00%+23,035+28.8%Added
Bogart Wealth, LLC90,000$165.6K0.01%+90,000New
Baird Financial Group, Inc.72,435$133.3K0.00%00.0%Unchanged
XTX Topco Ltd72,099$132.7K0.00%+72,099New
Renaissance Technologies LLC72,000$132.5K0.00%+53,500+289.2%Added
Price T Rowe Associates Inc64,380$119.0K0.00%00.0%Unchanged
Mirador Capital Partners LP48,090$88.5K0.01%−23,263−32.6%Reduced
Two Sigma Investments, LP38,012$69.9K0.00%00.0%Unchanged
Millennium Management LLC34,775$64.0K0.00%+34,775New
Flputnam Investment Management Co22,000$40.5K0.00%+22,000New
Goldman Sachs Group Inc19,783$36.4K0.00%−24,081−54.9%Reduced
Susquehanna International Group, LLP17,684$32.5K0.00%+17,684New
Foster Victor Wealth Advisors, LLC10,588$21.3K0.00%+10,588New
Tower Research Capital LLC (TRC)5,605$10.3K0.00%−16,440−74.6%Reduced
Advisor Group Holdings, Inc.5,206$9.58K0.00%+290+5.9%Added
Wells Fargo & Company2,500$4.60K0.00%−6,000−70.6%Reduced
Farther Finance Advisors, LLC1,046$1.93K0.00%00.0%Unchanged
NBC Securities, Inc.1,000$1.84K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC1,000$1.84K0.00%00.0%Unchanged
Walsh & Associates, LLC907$1.67K0.00%+907New
Financial Consulate, Inc750$1.38K0.00%+750New
SBI Securities Co., Ltd.547$1.01K0.00%−1,970−78.3%Reduced
Harbour Investments, Inc.500$9200.00%00.0%Unchanged
Wolverine Asset Management LLC427$7860.00%00.0%Unchanged
Bank of America Corp422$7770.00%+77+22.3%Added
Larson Financial Group LLC333$6130.00%00.0%Unchanged
Rothschild Investment LLC302$5560.00%00.0%Unchanged
National Bank of Canada300$5490.00%+300New
BNP Paribas Arbitrage, SA66$1210.00%−66−50.0%Reduced
FMR LLC45$830.00%+45New
Citigroup Inc41$750.00%−525−92.8%Reduced
JPMorgan Chase & Co3$60.00%−533−99.4%Reduced
Signaturefd, LLC2$40.00%00.0%Unchanged
Royal Bank of Canada11$00.00%00.0%Unchanged
Two Sigma Securities, LLC0$00.00%−26,614−100.0%Sold out
LPL Financial LLC0$00.00%−18,896−100.0%Sold out
Squarepoint Ops LLC0$00.00%−13,106−100.0%Sold out
Federation des caisses Desjardins du Quebec0$00.00%−1,150−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−1,164−100.0%Sold out
Clear Street Markets LLC0$00.00%−305−100.0%Sold out
Global Retirement Partners, LLC0$00.00%−30−100.0%Sold out