371 tracked 13F filers disclose a position in AIR as of the latest SEC 13F filings, a combined $4.4B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $675.8M | 6.2M | ▲+1.0% Added · +63K sh | Q1 2026 | |
| 2 | STATE STREET CORP | $405.1M | 2.8M | ▲+9.5% Added · +246K sh | Q2 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $233.1M | 2.1M | →First observed position No prior filed position | Q1 2026 | |
| 4 | DIMENSIONAL FUND ADVISORS LP | $212.8M | 1.9M | ▼−1.8% Reduced · −36K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $185.7M | 1.7M | →First observed position No prior filed position | Q1 2026 | |
| 6 | EARNEST PARTNERS LLC | $179.0M | 1.3M | ▼−4.1% Reduced · −53K sh | Q2 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $162.9M | 1.1M | ▲+17% Added · +165K sh | Q2 2026 | |
| 8 | WESTWOOD HOLDINGS GROUP INC | $103.8M | 949K | ▲83× Added · +937K sh | Q1 2026 | |
| 9 | AMERICAN CENTURY COMPANIES INC | $90.6M | 828K | ▼−0.5% Reduced · −4K sh | Q1 2026 | |
| 10 | Broad Bay Capital Management, LP | $89.6M | 818K | ▲+23% Added · +154K sh | Q1 2026 | |
| 11 | FULLER & THALER ASSET MANAGEMENT, INC. | $106.1M | 742K | ▲+3.3% Added · +24K sh | Q2 2026 | |
| 12 | PRINCIPAL FINANCIAL GROUP INC | $74.0M | 676K | ▲+4.9% Added · +32K sh | Q1 2026 | |
| 13 | LOOMIS SAYLES & CO L P | $69.9M | 639K | ▼−22% Reduced · −185K sh | Q1 2026 | |
| 14 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | $68.1M | 622K | ▲+4.6% Added · +27K sh | Q1 2026 | |
| 15 | FRANKLIN RESOURCES INC | $68.0M | 621K | ▼−25% Reduced · −207K sh | Q1 2026 | |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $59.7M | 546K | ▲+2.6% Added · +14K sh | Q1 2026 | |
| 17 | MORGAN STANLEY | $57.2M | 523K | ▲+10% Added · +48K sh | Q1 2026 | |
| 18 | EMERALD ADVISERS, LLC | $74.6M | 522K | ▲+17% Added · +76K sh | Q2 2026 | |
| 19 | ROYAL BANK OF CANADA | $50.4M | 460K | ▼−7.4% Reduced · −37K sh | Q1 2026 | |
| 20 | UBS Group AG | $49.7M | 454K | ▲+115% Added · +243K sh | Q1 2026 | |
| 21 | Ophir Asset Management Pty Ltd | $63.9M | 447K | ▼−17% Reduced · −93K sh | Q2 2026 | |
| 22 | NORTHERN TRUST CORP | $43.9M | 401K | ▲+4.8% Added · +18K sh | Q1 2026 | |
| 23 | FRONTIER CAPITAL MANAGEMENT CO LLC | $50.1M | 350K | ▼−18% Reduced · −77K sh | Q2 2026 | |
| 24 | EMERALD MUTUAL FUND ADVISERS TRUST | $48.2M | 337K | ▲+20% Added · +57K sh | Q2 2026 | |
| 25 | Nuveen, LLC | $35.9M | 328K | ▲+174% Added · +209K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 9 funds opened a new position in AIR and 23 added to an existing one, while 31 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 207 funds | $166.8B |
| MICROSOFT CORPMSFT | 205 funds | $225.2B |
| NVIDIA CORPNVDA | 201 funds | $328.3B |
| APPLE INCAAPL | 200 funds | $242.3B |
| ALPHABET INC-CL AGOOGL | 200 funds | $139.2B |
| META PLATFORMS INC-CLASS AMETA | 199 funds | $95.2B |
| ELI LILLY & COLLY | 193 funds | $66.6B |
| JPMORGAN CHASE & COJPM | 192 funds | $53.8B |
| BROADCOM INCAVGO | 191 funds | $130.4B |
| VISA INC-CLASS A SHARESV | 187 funds | $52.4B |
| ALPHABET INC-CL CGOOG | 185 funds | $108.5B |
| COSTCO WHOLESALE CORPCOST | 184 funds | $31.7B |
Ranked by how many of AIR's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 27, 2026 | Holmes John McClain III | Chairman, President & CEO, Director | Sell (S) | 2K | $239K |
| Mar 27, 2026 | Holmes John McClain III | Chairman, President & CEO, Director | Sell (S) | 24K | $2.6M |
| Mar 26, 2026 | Nolen Billy | Director | Sell (S) | 2K | $173K |
| Mar 26, 2026 | Holmes John McClain III | Chairman, President & CEO, Director | Sell (S) | 60K | $6.7M |
| Mar 26, 2026 | Garascia Jessica A. | Senior VP, GC, CAO & Secretary | Sell (S) | 2K | $199K |
| Mar 26, 2026 | Garascia Jessica A. | Senior VP, GC, CAO & Secretary | Sell (S) | 2K | $266K |
| Mar 26, 2026 | Garascia Jessica A. | Senior VP, GC, CAO & Secretary | Sell (S) | 2K | $240K |
| Feb 4, 2026 | Flanagan Sarah Louise | Interim CFO VP Fin Ops | Sell (S) | 11K | $1.2M |
| Feb 3, 2026 | Holmes John McClain III | Chairman, President & CEO, Director | Sell (S) | 10K | $1.1M |
| Jan 22, 2026 | Pachapa Eric | VP-CAO & Controller | Sell (S) | 4K | $406K |
| Jan 22, 2026 | Pachapa Eric | VP-CAO & Controller | Sell (S) | 1K | $121K |
| Jan 14, 2026 | Holmes John McClain III | Chairman, President & CEO, Director | Sell (S) | 6K | $596K |
| Class | 13F holders | Value held |
|---|---|---|
| AIRthis pagecs | 371 funds | $4.4B |
| 000361AH8CORPORATE OBLIG | 1 funds | $1 |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for AIR
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AIR/capital-change-brief"
Use Arkolith's capital_change_brief for AIR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AIR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.