Firefly Aerospace Inc.
FLY- 交易所
- Nasdaq
- 產業
- Guided Missiles & Space Vehicles & Parts
- SEC CIK
- 0001860160
近 90 天，Firefly Aerospace Inc. 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 269 家機構在 13F 申報持有，市值合計 $27.9 億；沒有大師持有。
2026 年第 1 季 13F 持有人
Firefly Aerospace Inc. 在 2026/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 214
- 較 2025 年第 4 季 +72 家
- 持有股數
- 6,502 萬
- 較 2025 年第 4 季 +871.9 萬 (+15.5%)
- 總市值
- $18.5 億
- 較 2025 年第 4 季 +$5.87 億 (+46.6%)
- 新進機構
- 98
- 另有 61 家加碼
- 清倉機構
- 26
- 另有 30 家減碼
另有 5 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 FLY 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 269 | $27.9 億 |
| 2026 年第 1 季 | 214 | $18.5 億 |
| 2025 年第 4 季 | 147 | $13.1 億 |
| 2025 年第 3 季 | 118 | $17.6 億 |
| 2025 年第 2 季 | 0 | $0 |
| 2025 年第 1 季 | 0 | $0 |
| 2024 年第 4 季 | 0 | $0 |
| 2024 年第 3 季 | 0 | $0 |
| 2024 年第 2 季 | 0 | $0 |
| 2024 年第 1 季 | 0 | $0 |
| 2023 年第 4 季 | 0 | $0 |
| 2023 年第 3 季 | 0 | $0 |
| 2023 年第 2 季 | 0 | $0 |
| 2023 年第 1 季 | 0 | $0 |
| 2022 年第 4 季 | 0 | $0 |
| 2022 年第 3 季 | 0 | $0 |
| 2022 年第 2 季 | 0 | $0 |
| 2022 年第 1 季 | 0 | $0 |
| 2021 年第 4 季 | 0 | $0 |
| 2021 年第 3 季 | 0 | $0 |
| 2021 年第 2 季 | 0 | $0 |
| 2021 年第 1 季 | 0 | $0 |
2026 年第 1 季持有機構
每家機構持有 Firefly Aerospace Inc. 的股數、市值與佔組合比重；股數變化跟 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Ae Industrial Partners, LP | 35,227,754 | $10.0 億 | 61.55% | 00.0% | 不變 |
| Vanguard Portfolio Management LLC | 2,427,201 | $6,910 萬 | 0.00% | +2,427,201 | 新進 |
| Vanguard Capital Management LLC | 2,333,889 | $6,645 萬 | 0.00% | +2,333,889 | 新進 |
| Van Eck Associates Corp | 2,120,531 | $6,037 萬 | 0.05% | +2,120,531 | 新進 |
| BlackRock, Inc. | 2,037,915 | $5,802 萬 | 0.00% | +583,787+40.1% | 加碼 |
| Capital World Investors | 1,205,209 | $3,431 萬 | 0.00% | 00.0% | 不變 |
| UBS Group AG | 1,068,835 | $3,043 萬 | 0.01% | −704,772−39.7% | 減碼 |
| Point72 Asset Management, L.P. | 961,540 | $2,738 萬 | 0.05% | +961,540 | 新進 |
| Price T Rowe Associates Inc | 887,493 | $2,527 萬 | 0.00% | +17,554+2.0% | 加碼 |
| Penserra Capital Management LLC | 766,654 | $2,183 萬 | 0.26% | +486,258+173.4% | 加碼 |
| La Banque Postale Asset Management SA | 740,026 | $2,107 萬 | 0.29% | +516,171+230.6% | 加碼 |
| Temasek Holdings (Private) Ltd | 663,155 | $1,888 萬 | 0.06% | −406,433−38.0% | 減碼 |
| Phoenix Holdings Ltd. | 660,060 | $1,879 萬 | 0.18% | 00.0% | 不變 |
| Hudson Bay Capital Management LP | 659,017 | $1,876 萬 | 0.11% | −1,128,887−63.1% | 減碼 |
| Geode Capital Management, LLC | 651,929 | $1,856 萬 | 0.00% | +43,732+7.2% | 加碼 |
| Invesco Ltd. | 557,040 | $1,586 萬 | 0.00% | +38,163+7.4% | 加碼 |
| Tudor Investment Corp Et Al | 538,698 | $1,534 萬 | 0.08% | −70,000−11.5% | 減碼 |
| JPMorgan Chase & Co | 632,779 | $1,495 萬 | 0.00% | −28,563−4.3% | 減碼 |
| Goldman Sachs Group Inc | 496,821 | $1,414 萬 | 0.00% | +368,034+285.8% | 加碼 |
| State Street Corp | 490,869 | $1,398 萬 | 0.00% | +99,590+25.5% | 加碼 |
| Marex Group plc | 462,208 | $1,316 萬 | 0.14% | +258,078+126.4% | 加碼 |
| Morgan Stanley | 430,051 | $1,224 萬 | 0.00% | +256,708+148.1% | 加碼 |
| Millennium Management LLC | 330,897 | $942.1 萬 | 0.01% | +67,391+25.6% | 加碼 |
| Renaissance Technologies LLC | 329,300 | $937.5 萬 | 0.01% | +305,800+1,301.3% | 加碼 |
| Liontrust Investment Partners LLP | 304,890 | $868.0 萬 | 0.15% | +190,791+167.2% | 加碼 |
| Bank of America Corp | 299,042 | $851.4 萬 | 0.00% | +107,080+55.8% | 加碼 |
| WCM Investment Management, LLC | 340,730 | $804.8 萬 | 0.02% | −340,611−50.0% | 減碼 |
| Defiance ETFs, LLC | 280,370 | $798.2 萬 | 0.11% | +280,370 | 新進 |
| Victory Capital Management Inc | 278,344 | $792.4 萬 | 0.01% | +268,865+2,836.4% | 加碼 |
| Vident Advisory, LLC | 267,181 | $760.7 萬 | 0.06% | +267,181 | 新進 |
| Ieq Capital, LLC | 251,159 | $715.0 萬 | 0.03% | +251,159 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 240,000 | $683.3 萬 | 0.01% | 00.0% | 不變 |
| Royal Bank of Canada | 225,782 | $642.8 萬 | 0.00% | +213,923+1,803.9% | 加碼 |
| Walleye Capital LLC | 225,000 | $640.6 萬 | 0.04% | −36,211−13.9% | 減碼 |
| Raymond James Financial Inc | 184,235 | $524.5 萬 | 0.00% | +63,976+53.2% | 加碼 |
| FMR LLC | 180,198 | $513.0 萬 | 0.00% | −121,399−40.3% | 減碼 |
| Vanguard Fiduciary Trust Co | 178,620 | $508.5 萬 | 0.00% | +178,620 | 新進 |
| Northern Trust Corp | 174,986 | $498.2 萬 | 0.00% | +19,742+12.7% | 加碼 |
| Charles Schwab Investment Management Inc | 174,673 | $497.3 萬 | 0.00% | +22,543+14.8% | 加碼 |
| Neuberger Berman Group LLC | 168,577 | $479.9 萬 | 0.00% | +95,567+130.9% | 加碼 |
| Ghisallo Capital Management LLC | 160,000 | $455.5 萬 | 0.13% | 00.0% | 不變 |
| Holocene Advisors, LP | 158,456 | $451.1 萬 | 0.01% | +158,456 | 新進 |
| Susquehanna International Group, LLP | 154,463 | $439.8 萬 | 0.01% | −264,724−63.2% | 減碼 |
| LMR Partners LLP | 151,546 | $431.5 萬 | 0.04% | 00.0% | 不變 |
| Seven Grand Managers, LLC | 150,000 | $427.1 萬 | 0.29% | 00.0% | 不變 |
| Red Wave Investments LLC | 148,291 | $422.2 萬 | 1.26% | +148,291 | 新進 |
| Capital Fund Management S.A. | 130,595 | $371.8 萬 | 0.03% | +39,023+42.6% | 加碼 |
| Burkehill Global Management, LP | 125,000 | $355.9 萬 | 0.18% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 124,900 | $355.6 萬 | 0.00% | 00.0% | 不變 |
| Wells Fargo & Company | 122,181 | $347.8 萬 | 0.00% | +25,203+26.0% | 加碼 |
| Alyeska Investment Group, L.P. | 109,431 | $311.6 萬 | 0.01% | −101,935−48.2% | 減碼 |
| BlueCrest Capital Management Ltd | 103,698 | $295.2 萬 | 0.28% | −375,000−78.3% | 減碼 |
| Principal Financial Group Inc | 100,528 | $286.2 萬 | 0.00% | +100,528 | 新進 |
| Nuveen, LLC | 99,828 | $284.2 萬 | 0.00% | +74,426+293.0% | 加碼 |
| Blackstone Group Inc. | 94,342 | $268.6 萬 | 0.01% | +94,342 | 新進 |
| EFG International AG | 87,063 | $247.7 萬 | 0.05% | +87,063 | 新進 |
| Citadel Advisors LLC | 85,285 | $242.8 萬 | 0.00% | −224,187−72.4% | 減碼 |
| Citigroup Inc | 81,154 | $231.0 萬 | 0.00% | −37,005−31.3% | 減碼 |
| Bank of New York Mellon Corp | 76,796 | $218.6 萬 | 0.00% | +18,022+30.7% | 加碼 |
| Stratos Wealth Partners, LTD. | 74,043 | $210.8 萬 | 0.02% | +25,322+52.0% | 加碼 |
| Lisanti Capital Growth, LLC | 68,955 | $196.3 萬 | 0.49% | +68,955 | 新進 |
| Franklin Resources Inc | 65,901 | $187.6 萬 | 0.00% | +65,901 | 新進 |
| AQR Capital Management LLC | 64,352 | $183.2 萬 | 0.00% | +64,352 | 新進 |
| Swiss National Bank | 63,000 | $179.4 萬 | 0.00% | +63,000 | 新進 |
| Schonfeld Strategic Advisors LLC | 62,348 | $177.5 萬 | 0.01% | +62,348 | 新進 |
| Needham Investment Management LLC | 60,000 | $170.8 萬 | 0.09% | 00.0% | 不變 |
| MML Investors Services, LLC | 58,200 | $165.7 萬 | 0.00% | +16,874+40.8% | 加碼 |
| UBS Asset Management Americas Inc | 56,410 | $160.6 萬 | 0.00% | +56,410 | 新進 |
| Group One Trading, L.P. | 56,044 | $159.6 萬 | 0.05% | −30,165−35.0% | 減碼 |
| Quantinno Capital Management LP | 50,263 | $143.1 萬 | 0.00% | +50,263 | 新進 |
| LPL Financial LLC | 46,763 | $133.1 萬 | 0.00% | +2,323+5.2% | 加碼 |
| Huntleigh Advisors, Inc. | 46,546 | $132.5 萬 | 0.23% | +1,278+2.8% | 加碼 |
| Marshall Wace, LLP | 45,900 | $130.7 萬 | 0.00% | −78,106−63.0% | 減碼 |
| Squarepoint Ops LLC | 41,774 | $118.9 萬 | 0.00% | +41,774 | 新進 |
| Endowment Wealth Management, Inc. | 37,314 | $106.2 萬 | 0.47% | +37,314 | 新進 |
| SEI Investments Co | 37,037 | $105.4 萬 | 0.00% | +37,037 | 新進 |
| Ameriprise Financial Inc | 35,829 | $102.0 萬 | 0.00% | −8,389−19.0% | 減碼 |
| Legal & General Group Plc | 34,464 | $98.0 萬 | 0.00% | +32,331+1,515.8% | 加碼 |
| Aquatic Capital Management LLC | 32,371 | $92.2 萬 | 0.03% | +32,371 | 新進 |
| First Trust Advisors LP | 32,235 | $91.8 萬 | 0.00% | +2,127+7.1% | 加碼 |
| Ballentine Partners, LLC | 32,000 | $91.1 萬 | 0.01% | +32,000 | 新進 |
| Manufacturers Life Insurance Company, The | 31,813 | $90.6 萬 | 0.00% | +31,813 | 新進 |
| California State Teachers Retirement System | 31,189 | $88.8 萬 | 0.00% | +29,867+2,259.2% | 加碼 |
| Deutsche Bank AG | 30,914 | $88.0 萬 | 0.00% | +5,228+20.4% | 加碼 |
| Deeter Investments LLP | 30,000 | $85.4 萬 | 0.15% | +30,000 | 新進 |
| REX Advisers, LLC | 29,400 | $83.7 萬 | 4.89% | +29,400 | 新進 |
| Oppenheimer & Co Inc | 29,115 | $82.9 萬 | 0.01% | +29,115 | 新進 |
| Man Group plc | 28,846 | $82.1 萬 | 0.00% | +28,846 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 26,282 | $74.8 萬 | 0.01% | +26,282 | 新進 |
| Caitong International Asset Management Co., Ltd | 25,599 | $72.9 萬 | 0.13% | −3,090−10.8% | 減碼 |
| Polen Capital Management LLC | 25,499 | $72.6 萬 | 0.01% | +25,499 | 新進 |
| Legato Capital Management LLC | 25,210 | $71.8 萬 | 0.07% | +25,210 | 新進 |
| Shay Capital LLC | 25,000 | $71.2 萬 | 0.10% | −37,778−60.2% | 減碼 |
| Rhumbline Advisers | 24,904 | $70.9 萬 | 0.00% | +982+4.1% | 加碼 |
| Alliancebernstein L.P. | 31,450 | $70.4 萬 | 0.00% | +2,780+9.7% | 加碼 |
| Centiva Capital, LP | 24,000 | $68.3 萬 | 0.03% | +24,000 | 新進 |
| Savvy Advisors, Inc. | 23,983 | $68.3 萬 | 0.02% | +23,983 | 新進 |
| Signaturefd, LLC | 22,838 | $65.0 萬 | 0.01% | +22,713+18,170.4% | 加碼 |
| Penney Financial, LLC | 22,793 | $64.9 萬 | 0.25% | +22,793 | 新進 |
| Polymer Capital Management (US) LLC | 22,250 | $63.3 萬 | 0.09% | −250−1.1% | 減碼 |