MultiSensor AI Holdings, Inc.
MSAI- Exchange
- Nasdaq
- Industry
- Optical Instruments & Lenses
- SEC CIK
- 0001863990
No open-market purchases or sales by MultiSensor AI Holdings, Inc. insiders were filed in the last 90 days; 10 institutions reported holding it in 13F filings for Q2 2026, worth $3.83M in total; no superinvestor holds it.
Other share classesMSAIW
13F holders, Q4 2025
Institutional positions in MultiSensor AI Holdings, 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
- 21
- +3 vs. Q3 2025
- Shares held
- 35.5M
- +20.5M (+135.7%) vs. Q3 2025
- Total value
- $10.5M
- +$733.1K (+7.5%) vs. Q3 2025
- New holders
- 9
- 8 more added
- Sold out
- 6
- 3 more reduced
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MSAI 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 | 10 | $3.83M |
| Q1 2026 | 17 | $8.03M |
| Q4 2025 | 21 | $10.5M |
| Q3 2025 | 18 | $9.73M |
| Q2 2025 | 20 | $8.87M |
| Q1 2025 | 21 | $13.7M |
| Q4 2024 | 18 | $28.3M |
| Q3 2024 | 15 | $32.6M |
| Q2 2024 | 13 | $9.06M |
| Q1 2024 | 10 | $1.22M |
| Q4 2023 | 2 | $7.43K |
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding MultiSensor AI Holdings, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 325 Capital LLC | 26,489,912 | $7.63M | 2.67% | +17,114,912+182.6% | Added |
| L1 Global Manager Pty Ltd | 2,444,988 | $704.2K | 0.46% | +2,444,988 | New |
| Sanders Morris Harris LLC | 1,552,131 | $668.4K | 1.03% | −1,686,655−52.1% | Reduced |
| Hudson Bay Capital Management LP | 1,222,595 | $352.1K | 0.00% | +1,222,595 | New |
| Bleichroeder LP | 1,222,493 | $352.1K | 0.06% | +522,493+74.6% | Added |
| Vanguard Group Inc | 1,043,479 | $300.5K | 0.00% | +527,341+102.2% | Added |
| Geode Capital Management, LLC | 403,492 | $116.2K | 0.00% | +124,413+44.6% | Added |
| Two Sigma Investments, LP | 300,645 | $86.6K | 0.00% | +300,645 | New |
| Ghisallo Capital Management LLC | 248,960 | $71.7K | 0.00% | +248,960 | New |
| Jane Street Group, LLC | 200,148 | $57.6K | 0.00% | +200,148 | New |
| State Street Corp | 124,300 | $35.8K | 0.00% | +22,700+22.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 88,573 | $25.5K | 0.00% | +5,000+6.0% | Added |
| Northern Trust Corp | 81,889 | $23.6K | 0.00% | +38,142+87.2% | Added |
| Virtu Financial LLC | 44,902 | $13.0K | 0.00% | +44,902 | New |
| SBI Securities Co., Ltd. | 34,600 | $9.96K | 0.00% | −210−0.6% | Reduced |
| Citigroup Inc | 26,555 | $7.65K | 0.00% | +26,555 | New |
| Chilton Capital Management LLC | 7,500 | $2.16K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 5,504 | $1.58K | 0.00% | +5,160+1,500.0% | Added |
| Fortitude Family Office, LLC | 1,116 | $321 | 0.00% | +1,116 | New |
| Tower Research Capital LLC (TRC) | 1,112 | $320 | 0.00% | −5,329−82.7% | Reduced |
| Avion Wealth | 500 | $0 | 0.00% | +500 | New |
| Bard Associates Inc | 0 | $0 | 0.00% | −578,000−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −58,317−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| E&G Advisors, LP | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −13,469−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −142−100.0% | Sold out |