AI Financial AIFC Institutional Ownership

NASDAQ AIFC

$0.30 -0.03 (-9.56%)

As of: Oct 22, 2026 · 3:59 PM EDT

Institutions by Trading Activity

75 Institutions

Increased 25 33.3%

Unchanged 23 30.7%

Reduced 27 36.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

28.37%

▼-11.40 pp QoQ

Shares Held by Institutions

39.68Mn

of 139.84Mn outstanding

▼-21.55% QoQ

Shares Outstanding

139.84Mn

100.16Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▼-15 vs prior quarter

Net Shares Added (QoQ)

-10.90Mn

distributed since last quarter

Value of Holdings

$13.09Mn

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

Updated Oct 10, 2026

AI Financial Corp (NASDAQ:AIFC) appeared in the 13F filings of 75 institutional investors for the quarter ended June 30, 2026.

Together they owned 28.37% of the outstanding stock in Q2 2026, down from 39.77% a quarter earlier.
Total shares held in AI Financial fell 21.55% versus Q1 2026, while the number of holders rose 200.00% versus Q2 2025.
Looking at the 75 holders of AIFC individually, 25 added to their positions, 27 reduced their stakes and 23 left their positions unchanged.
The aggregate institutional position in AI Financial was 39.68Mn shares at the end of Q2 2026, down 10.9Mn from the prior quarter and up 37.95Mn from a year earlier.
CRCM LP was the top holder of AI Financial as of June 30, 2026, with 12.7Mn shares, or 9.08% of shares outstanding.
Among existing holders, the largest additions to AI Financial in Q2 2026 came from Vanguard Capital Management LLC (+676.99K shares), UBS Group AG (+375.71K shares), Geode Capital Management, LLC (+106.06K shares), CRCM LP (+90K shares) and Savvy Advisors, Inc. (+14.73K shares).
Among holders that kept a stake in AI Financial, the biggest sellers in Q2 2026 were Prelude Capital Management, LLC (-2.15Mn shares), Millennium Management LLC (-1.16Mn shares), Diametric Capital, LP (-806.04K shares), Goldman Sachs Group Inc (-679.51K shares) and Susquehanna International Group, LLP (-476.59K shares).
Per Business Quant data, the 10 largest holders of AI Financial at the end of Q2 2026 were CRCM LP (12.7Mn shares), Vanguard Capital Management LLC (6.16Mn shares), Diametric Capital, LP (5.39Mn shares), BlackRock, Inc. (2.49Mn shares), UBS Group AG (2.27Mn shares), ExodusPoint Capital Management, LP (2.17Mn shares), Geode Capital Management, LLC (1.6Mn shares), Jump Financial, LLC (1Mn shares), Prelude Capital Management, LLC (799.39K shares) and Vanguard Fiduciary Trust Co (778.86K shares).

Form 13F Holdings

75 Institutional Holders

Report period 30 Jun, 2026

Total shares held 39.68Mn

Of outstanding 28.37%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	CRCM LP	0001483234	12,701,530	9.08%	▲90,000	+0.71%	$7.43Mn
2	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	6,156,643	4.40%	▲676,992	+12.35%	$3.60Mn
3	Diametric Capital, LP	0001719087	5,394,578	3.86%	▼806,042	-13.00%	$3.16Mn
4	BlackRock, Inc.	0002012383	2,489,615	1.78%	▼302,709	-10.84%	$1.46Mn
5	UBS Group AG	0001610520	2,267,328	1.62%	▲375,710	+19.86%	$1.33Mn
6	ExodusPoint Capital Management, LP	0001736225	2,170,301	1.55%	▼84,609	-3.75%	$1.27Mn
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,597,432	1.14%	▲106,065	+7.11%	$935.05K
8	Jump Financial, LLC	0001831577	1,000,000	0.72%	0	0.00%	$585.10K
9	PRELUDE CAPITAL MANAGEMENT, LLC	0001387508	799,389	0.57%	▼2,150,766	-72.90%	$467.72K
10	VANGUARD FIDUCIARY TRUST CO	0000933478	778,862	0.56%	▲5,108	+0.66%	$455.63K
11	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	599,969	0.43%	▼126,324	-17.39%	$351.04K
12	State Street Corp	0000093751	522,996	0.37%	0	0.00%	$306.01K
13	Barclays Plc	0000312069	465,153	0.33%	▼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	0.16%	▼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
20	Morgan Stanley	0000895421	126,259	0.09%	▼9,794	-7.20%	$73.87K

Showing 1 to 20 of 75 holders