Among active 13F managers last quarter, 5 opened and 31 added, while 20 reduced; the largest holder to move was Rubric Capital Management LP (+16%). Over the last 180 days, 2 insiders sold and 1 insider bought, a net -$61.1M in open-market trades.
The legs disagree, or only one of them leans.
598 tracked 13F filers disclose a position in FTAI as of the latest SEC 13F filings, a combined $17.7B 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 8.6M | $2.3B | ▲+5.3% Added · +433K sh | Q2 2026 | |
| 2 | Vanguard Capital Management LLC | 4.6M | $1.3B | ▲+0.8% Added · +39K sh | Q2 2026 | |
| 3 | Vanguard Portfolio Management LLC | 4.1M | $1.1B | ▼−1.1% Reduced · −46K sh | Q2 2026 | |
| 4 | DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3.8M | $919.4M | ▲+60% Added · +1.4M sh | Q1 2026 | |
| 5 | FMR LLC | 3.6M | $970.6M | ▼−33% Reduced · −1.7M sh | Q2 2026 | |
| 6 | State Street Corp | 3.1M | $834.2M | ▲+2.5% Added · +75K sh | Q2 2026 | |
| 7 | Rubric Capital Management LP | 3.0M | $811.6M | ▲+16% Added · +424K sh | Q2 2026 | |
| 8 | Westfield Capital Management Co LP | 2.9M | $794.6M | ▲+3.1% Added · +89K sh | Q2 2026 | |
| 9 | Geode Capital Management, LLC | 2.0M | $539.1M | ▼−11% Reduced · −248K sh | Q2 2026 | |
| 10 | Value Aligned Research Advisors, LLC | 1.4M | $376.9M | ▲+30% Added · +322K sh | Q2 2026 | |
| 11 | Norges Bank | 1.3M | $262.4M | ▲+8.0% Added · +99K sh | Q4 2025 | |
| 12 | Goldman Sachs Group Inc | 1.3M | $324.0M | ▲+146% Added · +784K sh | Q1 2026 | |
| 13 | Frontier Capital Management Co LLC | 1.2M | $320.2M | ▲+11% Added · +121K sh | Q2 2026 | |
| 14 | JPMorgan Chase & Co | 1.1M | $245.9M | ▼−5.1% Reduced · −58K sh | Q1 2026 | |
| 15 | Morgan Stanley | 1.0M | $246.4M | ▲+9.9% Added · +91K sh | Q1 2026 | |
| 16 | Bank Of America Corp | 885K | $216.9M | ▲+8.2% Added · +67K sh | Q1 2026 | |
| 17 | Charles Schwab Investment Management Inc | 861K | $211.0M | ▲+2.7% Added · +23K sh | Q1 2026 | |
| 18 | Washington State Investment Board | 788K | $213.1M | —Held | Q2 2026 | |
| 19 | UBS Group AG | 783K | $191.8M | ▲+337% Added · +604K sh | Q1 2026 | |
| 20 | Ensign Peak Advisors, Inc | 698K | $188.7M | ▼−9.7% Reduced · −75K sh | Q2 2026 | |
| 21 | Vanguard Fiduciary Trust Co | 663K | $179.3M | ▲+1.8% Added · +12K sh | Q2 2026 | |
| 22 | Alyeska Investment Group, L.P. | 647K | $175.0M | ▼−2.5% Reduced · −17K sh | Q2 2026 | |
| 23 | Northern Trust Corp | 635K | $155.5M | ▲+13% Added · +72K sh | Q1 2026 | |
| 24 | Dimensional Fund Advisors LP | 631K | $154.5M | ▲+2.5% Added · +15K sh | Q1 2026 | |
| 25 | Temasek Holdings (Private) Ltd | 568K | $153.6M | ▲+82% Added · +255K sh | Q2 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, 5 funds opened a new position in FTAI and 31 added to an existing one, while 20 reduced. 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 | Their position there |
|---|---|---|
| Amazon.com IncAMZN | 338 funds | $208.6B |
| Nvidia CorpNVDA | 332 funds | $418.7B |
| Microsoft CorpMSFT | 327 funds | $266.0B |
| Alphabet Inc-CL AGOOGL | 321 funds | $191.5B |
| Eli Lilly & CoLLY | 319 funds | $88.6B |
| Broadcom IncAVGO | 318 funds | $167.3B |
| Meta Platforms Inc-Class AMETA | 318 funds | $117.8B |
| Apple IncAAPL | 315 funds | $312.3B |
| Visa Inc-Class A SharesV | 312 funds | $65.2B |
| Micron Technology IncMU | 310 funds | $59.9B |
| Advanced Micro DevicesAMD | 309 funds | $56.3B |
| JPMorgan Chase & CoJPM | 307 funds | $70.2B |
Ranked by how many of FTAI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FTAI.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 31, 2026 | Moreno David | President | Buy (P) | 2K | $498K |
| May 27, 2026 | Hannaway Judith A | Director | Sell (S) | 255 | $65K |
| May 4, 2026 | Tuchman Martin | Director | Sell (S) 2 lots, same day | 111K | $26.7M |
| May 1, 2026 | Tuchman Martin | Director | Sell (S) | 144K | $34.8M |
| Feb 27, 2026 | Goodwin Paul R | Director | Sell (S) | 10K | $3.0M |
| Nov 14, 2025 | Nam Eun | Chief Financial Officer | Buy (P) | 652 | $100K |
| Nov 13, 2025 | Adams Joseph P. Jr. | CEO and Chairman, Director | Buy (P) | 2K | $312K |
| Nov 13, 2025 | Moreno David | Chief Operating Officer | Buy (P) 2 lots, same day | 7K | $1.0M |
| May 5, 2025 | Tuchman Martin | Director | Buy (P) | 1K | $99K |
| May 2, 2025 | Kuperus Stacy | Chief Portfolio Officer | Buy (P) | 1K | $101K |
| May 2, 2025 | Moreno David | Chief Operating Officer | Buy (P) | 7K | $624K |
| May 2, 2025 | Adams Joseph P. Jr. | CEO and Chairman, Director | Buy (P) | 3K | $284K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 56 | 32 | – |
Insiders Form 4 open-market | 1 | 2 | -$61.1M |
US House STOCK Act trades | 0 | 1 | -$75K |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for FTAI
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/FTAI/capital-change-brief"
Use Arkolith's capital_change_brief for FTAI. 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 FTAI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.