AI Financial AIFC Institutional Ownership

NASDAQ AIFC

$0.48 +0.00 (+0.00%)

At close: Sep 30, 2026 · 4:00 PM EDT

Institutions by Trading Activity

76 Institutions

Increased 26 34.2%

Unchanged 23 30.3%

Reduced 27 35.5%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

29.48%

▼-10.40 pp QoQ

Shares Held by Institutions

40.28Mn

of 136.63Mn outstanding

▼-9.90% QoQ

Shares Outstanding

136.63Mn

96.36Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▼-14 vs prior quarter

Net Shares Added (QoQ)

-4.43Mn

distributed since last quarter

Value of Holdings

$19.33Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

AI Financial Corp (NASDAQ:AIFC) has 76 institutional investors that have filed 13F reports for the period ending June 2026.

Their combined ownership stood at 29.5% of outstanding shares in June 2026, down from 39.9% in March 2026.
Their total shares held in AIFC decreased -9.9% from the prior quarter, while the number of investors in AI Financial increased 192.31% year over year.
During the quarter, 26 of these 76 funds increased positions in AIFC, 27 reduced exposure, and 23 held steady.
The aggregate institutional position in AI Financial amounted to 40.28Mn shares as of June 2026, down by 4.43Mn shares quarter on quarter, and up 38.55Mn shares year over year.
CRCM LP is the top holder of AI Financial as of June 30, 2026, with 12.7Mn shares representing 9.3% of outstanding stock.
Top purchasers of AIFC stock for the quarter ending June 2026 included VANGUARD CAPITAL MANAGEMENT LLC (676.99K), Sixth Street Partners Management Company, L.P. (599.97K), UBS Group AG (375.71K), Persistent Asset Partners Ltd (190.19K), Mitsubishi UFJ Asset Management Co., Ltd. (161.65K).
The biggest sellers of AI Financial for the quarter ending June 2026 included PRELUDE CAPITAL MANAGEMENT, LLC (2.15Mn), MILLENNIUM MANAGEMENT LLC (1.16Mn), Diametric Capital, LP (806.04K), Goldman Sachs Group Inc (679.51K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (476.59K).
Per Business Quant, the top 10 investors in AIFC for the quarter ending June 2026 include CRCM LP (12.7Mn), VANGUARD CAPITAL MANAGEMENT LLC (6.16Mn), Diametric Capital, LP (5.39Mn), BlackRock, Inc. (2.49Mn), UBS Group AG (2.27Mn), ExodusPoint Capital Management, LP (2.17Mn), GEODE CAPITAL MANAGEMENT, LLC (1.6Mn), Jump Financial, LLC (1.0Mn), PRELUDE CAPITAL MANAGEMENT, LLC (799.39K), VANGUARD FIDUCIARY TRUST CO (778.86K).

Form 13F Holdings

76 Institutional Holders

Report period 30 Jun, 2026

Total shares held 40.28Mn

Of outstanding 29.48%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	CRCM LP	0001483234	12,701,530	9.30%	▲90,000	+0.71%	$7.43Mn
2	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	6,156,643	4.51%	▲676,992	+12.35%	$3.60Mn
3	Diametric Capital, LP	0001719087	5,394,578	3.95%	▼806,042	-13.00%	$3.16Mn
4	BlackRock, Inc.	0002012383	2,489,615	1.82%	▼302,709	-10.84%	$1.46Mn
5	UBS Group AG	0001610520	2,267,328	1.66%	▲375,710	+19.86%	$1.33Mn
6	ExodusPoint Capital Management, LP	0001736225	2,170,301	1.59%	▼84,609	-3.75%	$1.27Mn
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,597,432	1.17%	▲106,065	+7.11%	$935.05K
8	Jump Financial, LLC	0001831577	1,000,000	0.73%	0	0.00%	$585.10K
9	PRELUDE CAPITAL MANAGEMENT, LLC	0001387508	799,389	0.59%	▼2,150,766	-72.90%	$467.72K
10	VANGUARD FIDUCIARY TRUST CO	0000933478	778,862	0.57%	▲5,108	+0.66%	$455.63K
11	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	599,969	0.44%	▼126,324	-17.39%	$351.04K
11	Sixth Street Partners Management Company, L.P.	0001812095	599,969	0.44%	▲599,969	0.00%	$351.04K
12	State Street Corp	0000093751	522,996	0.38%	0	0.00%	$306.01K
13	Barclays Plc	0000312069	465,153	0.34%	▼142,151	-23.41%	$272.16K
14	MILLENNIUM MANAGEMENT LLC	0001273087	345,419	0.25%	▼1,163,499	-77.11%	$202.11K
15	Northern Trust Corp	0000073124	276,452	0.20%	▲5,093	+1.88%	$161.75K
16	SG Americas Securities, LLC	0001313360	226,231	0.17%	▼140,919	-38.38%	$132
17	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0001446194	211,026	0.15%	▼476,590	-69.31%	$123.47K
18	Persistent Asset Partners Ltd	0002056052	190,191	0.14%	▲190,191	0.00%	$111.28K
19	Mitsubishi UFJ Asset Management Co., Ltd.	0001466546	161,651	0.12%	▲161,651	0.00%	$94.58K

Showing 1 to 20 of 76 holders