MONTANA AEROSPACE AG AERO

SW Industrials Air Transportation, Scheduled
$17.49
-0.7%
52w: $12.36 – $22.91

Latest 13F among current holders filed 1 month ago (May 20, 2026)

Price — last 12 months

research preview data
12.3617.6322.91
Nov 6, 2025 Jul 2, 2026
Institutional holders
65
-3 QoQ
13F value
$1.36B
-34.1% QoQ
Smart-money holders
21
signal tier ≥ 2
New smart buyers
2
Q1 2026

Institutional value by quarter

$2.07B
Q4 2025
$1.36B
Q1 2026

Number of holders

68
Q4 2025
65
Q1 2026

Who owns AERO?

Q1 2026 filings
FundTypeSharesValue% of fundChange
Apollo Management Holdings, L.P. ★2Fundamental concentrated27.5M$385.3M7.5%Held
Silver Point Capital L.P. ★2Fundamental concentrated13.8M$193.6M18.2%+4.9%
Strategic Value Partners, LLC ★2Fundamental diversified9.5M$132.9M100.0%Held
Nut Tree Capital Management, LP ★3Fundamental concentrated6.4M$89.6M36.5%+7.5%
VR Advisory Services Ltd ★3Fundamental concentrated5.2M$72.7M8.6%+3.8%
BAUPOST GROUP LLC/MA ★3Value conviction4.9M$68.4M1.3%+0.5%
OAKTREE CAPITAL MANAGEMENT LP ★3Fundamental concentrated4.0M$55.6M1.3%+5.1%
DSC Meridian Capital LP Other2.9M$40.0M21.2%+12.0%
GILDER GAGNON HOWE & CO LLC Other2.4M$34.2M0.4%-8.9%
Corre Partners Management, LLC ★2Fundamental diversified2.2M$30.4M46.8%-2.1%
ACK Asset Management LLC ★2Fundamental concentrated830.0K$26.8M3.3%+436.0%
CITIGROUP INC Bank broker1.8M$25.5M0.0%New
BANK OF AMERICA CORP /DE/ Bank broker1.4M$20.2M0.0%+25.8%
CITADEL ADVISORS LLC Multistrat pod1.4M$19.4M0.0%+2.4%
140 Summer Partners LP ★2Fundamental concentrated1.3M$18.2M1.6%Held
Zimmer Partners, LP ★2Fundamental diversified1.2M$17.1M0.4%+15.4%
Nuveen, LLC Diversified mechanical997.1K$14.0M0.0%-0.6%
CONTRARIAN CAPITAL MANAGEMENT, L.L.C. ★3Fundamental concentrated671.2K$9.4M2.6%Held
MILLENNIUM MANAGEMENT LLC Multistrat pod608.6K$8.5M0.0%+55.8%
BlackRock, Inc. Index provider595.8K$8.3M0.0%-43.4%
IPG Investment Advisors LLC Other591.7K$8.3M1.4%New
REDWOOD CAPITAL MANAGEMENT, LLC ★3Fundamental concentrated551.6K$7.7M1.3%New
COMPASS ROSE ASSET MANAGEMENT, LP Other545.0K$7.6M5.5%+49.2%
Fiera Capital Corp Other489.9K$6.9M0.0%+20.5%
Rubric Capital Management LP ★2Fundamental diversified467.1K$6.5M0.1%New
GOLDMAN SACHS GROUP INC Bank broker412.0K$5.8M0.0%+128.0%
MORGAN STANLEY Bank broker379.1K$5.3M0.0%+680.8%
LMR Partners LLP Quant stat arb310.1K$4.3M0.1%+210.1%
Moneda S.A. Administradora General de Fondos ★3Fundamental concentrated300.0K$4.2M3.4%Held
MANUFACTURERS LIFE INSURANCE COMPANY, THE Diversified mechanical250.0K$3.5M0.0%New
Ghisallo Capital Management LLC Quant stat arb225.0K$3.2M0.1%Held
Walleye Capital LLC Multistrat pod211.9K$3.0M0.0%New
UBS Group AG Bank broker202.0K$2.8M0.0%+660.4%
Burkehill Global Management, LP Quant stat arb175.0K$2.5M0.1%Held
MARINER INVESTMENT GROUP LLC Wealth advisor169.3K$2.4M1.2%Held
Longaeva Partners L.P. ★2Fundamental diversified150.0K$2.1M0.1%Held
SEVEN GRAND MANAGERS, LLC ★2Fundamental diversified150.0K$2.1M0.1%Held
JANE STREET GROUP, LLC Market maker130.1K$1.8M0.0%+468.2%
RWC Asset Management LLP ★2Fundamental diversified124.3K$1.7M0.1%Held
XTX Topco Ltd Market maker104.7K$1.5M0.0%+664.4%
RWC ASSET ADVISORS (US) LLC ★3Fundamental concentrated92.4K$1.3M0.3%Held
READYSTATE ASSET MANAGEMENT LP Quant stat arb89.0K$1.2M0.1%-35.1%
MIRABELLA FINANCIAL SERVICES LLP Quant stat arb81.0K$1.1M0.1%-32.4%
Bulltick Wealth Management, LLC Other50.5K$708K0.2%Held
ELEMENT CAPITAL MANAGEMENT LLC ★2Fundamental concentrated43.9K$616K0.2%+20.9%
Hudson Bay Capital Management LP Multistrat pod25.0K$350K0.0%Held
MARSHALL WACE, LLP Quant stat arb22.1K$310K0.0%-94.5%
BARCLAYS PLC Bank broker21.0K$294K0.0%-93.1%
Jain Global LLC Quant stat arb20.9K$293K0.0%-82.0%
Hound Partners, LLC ★2Fundamental concentrated20.0K$280K0.0%Held

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