Who Owns AI Financial Stock?
NASDAQ: AIFCFinanceInvestment Bankers/Brokers/ServiceUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 28.42%
- Held by insiders
- 2.06%
- Institutional holders
- 85
- Institutions 28.4%
- Insiders 2.1%
- Public and other 69.5%
Who owns AI Financial stock?
Institutional investors own about 28.4% of AI Financial's shares, spread across 85 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 2.06% of AIFC.
The largest institutional holders are CRCM LP (18.17%), Vanguard Capital Management LLC (4.40%) and Diametric Capital, Lp (3.86%). Together, the top 10 institutions control 34.4% of shares outstanding. In their latest filings, 5 of the top 10 institutions increased their AIFC positions and 4 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of AIFC
| Institution | Shares | % Held | Change |
|---|---|---|---|
| CRCM LP | 25.40M | 18.17% | +101.4% |
| Vanguard Capital Management LLC | 6.16M | 4.40% | +12.3% |
| Diametric Capital, Lp | 5.39M | 3.86% | -13.0% |
| Blackrock Inc. | 2.49M | 1.78% | -10.8% |
| UBS Group AG | 2.27M | 1.62% | +19.9% |
| ExodusPoint Capital Management, LP | 2.17M | 1.55% | -3.8% |
| Geode Capital Management, LLC | 1.60M | 1.14% | +7.1% |
| Jump Financial, LLC | 1.00M | 0.72% | 0.0% |
| Prelude Capital Management LLC | 799.39K | 0.57% | -72.9% |
| Vanguard Fiduciary Trust Co | 778.86K | 0.56% | +0.7% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of AIFC
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 4.61M | 3.29% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 1.42M | 1.01% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 659.14K | 0.47% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | 600.63K | 0.43% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | 233.14K | 0.17% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | 195.30K | 0.14% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | 89.48K | 0.06% |
| Fidelity Concord Street Trust-Fidelity ZERO Extended Market Index Fund | 74.38K | 0.05% |
| VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund | 73.07K | 0.05% |
| Fidelity Concord Street Trust-Fidelity ZERO Total Market Index Fund | 65.83K | 0.05% |
Frequently asked questions
Who is the largest shareholder of AI Financial?
CRCM LP is the largest institutional shareholder of AIFC, owning 18.17% of shares outstanding (25.40M shares) as of its latest 13F filing.
What percentage of AI Financial is owned by institutions?
Institutions own about 28.4% of AIFC shares and 29.0% of the public float.
How much of AI Financial do insiders own?
Insiders, such as officers and directors, own about 2.06% of AIFC shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.