AIR — AAR CORP
As of Q2 2026, 37 SEC-registered investment managers reported holding AIR (AAR CORP) in their latest 13F filings, with a combined reported value of $2.28B across 15.97M shares. That is +1.7% by share count (+272.59K shares) versus the previous quarter, while reported value moved +32.8%. Ownership is concentrated: the five largest holders account for 69.1% of reported value and the top ten for 83.1%.
Compared with the prior quarter, 4 opened new positions, 20 added to existing stakes, 13 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
AIR is classified in the Industrials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 6.47M | $925.07M | 0.01% | Add |
| Vanguard Group history | Q4 2025 | 4.06M | $336.23M | 0.01% | Add |
| Invesco Ltd history | Q2 2026 | 1.60M | $228.85M | 0.02% | Add |
| Capital Research Global Investors history | Q2 2026 | 1.16M | $165.81M | 0.02% | Reduce |
| Geode Capital Management history | Q2 2026 | 1.14M | $162.92M | 0.01% | Add |
| Principal Global Investors history | Q2 2026 | 633.60K | $90.56M | 0.04% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 538.06K | $76.91M | 0.01% | Reduce |
| Morgan Stanley history | Q2 2026 | 474.64K | $67.84M | 0.00% | Reduce |
| Northern Trust Corp history | Q2 2026 | 437.86K | $62.58M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 391.95K | $56.02M | 0.00% | Add |
| Wellington Management Group history | Q2 2026 | 377.78K | $54.00M | 0.01% | Reduce |
| UBS Group AG history | Q2 2026 | 335.11K | $47.90M | 0.01% | Reduce |
| Franklin Resources history | Q2 2026 | 326.01K | $46.60M | 0.01% | Reduce |
| BNY Mellon history | Q2 2026 | 273.03K | $39.02M | 0.01% | Add |
| Bank of America Corp history | Q2 2026 | 235.42K | $33.65M | 0.00% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 211.62K | $30.25M | 0.00% | Add |
| Royce & Associates history | Q2 2026 | 199.21K | $28.47M | 0.23% | Add |
| Janus Henderson Group history | Q1 2026 | 176.33K | $19.30M | 0.01% | Reduce |
| PSP Investments history | Q2 2026 | 134.80K | $19.27M | 0.05% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 126.51K | $18.20M | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 126.51K sh · $18.20M
- Marshall Wace 46.19K sh · $6.60M
- Balyasny Asset Management 6.00K sh · $857.01K
- Bridgewater Associates 4.03K sh · $576.58K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 176.33K sh · $19.30M
- Farallon Capital Management sold 46.00K sh · $5.04M
- Arrowstreet Capital sold 31.76K sh · $3.48M
- Point72 Asset Management sold 5.00K sh · $547.30K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 5.78M | 5.99M | 5.83M | 5.57M | 5.52M | 6.11M | 6.17M | 6.47M |
| Invesco Ltd | 337.78K | 396.82K | 536.04K | 430.03K | 371.68K | 441.74K | 448.76K | 377.58K | 437.29K | 821.33K | 991.28K | 418.48K | 943.47K | 1.07M | 1.16M | 1.21M | 1.04M | 1.12M | 1.39M | 1.60M |
| Capital Research Global Investors | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.22M | 1.16M |
| Geode Capital Management | 690.11K | 733.96K | 585.30K | 582.74K | 594.81K | 614.29K | 630.41K | 663.14K | 693.04K | 718.96K | 741.32K | 769.22K | 796.96K | 799.77K | 827.32K | 838.49K | 841.93K | 920.74K | 974.33K | 1.14M |
| Principal Global Investors | 727.08K | 701.42K | 699.64K | 716.30K | 698.68K | 674.90K | 673.84K | 600.98K | 583.82K | 494.00K | 505.35K | 422.23K | 500.20K | 489.44K | 483.95K | 473.80K | 640.71K | 644.10K | 675.69K | 633.60K |
| Charles Schwab Investment Management | 519.18K | 518.27K | 521.19K | 530.40K | 515.36K | 505.80K | 493.46K | 499.00K | 514.32K | 531.79K | 539.15K | 526.30K | 518.26K | 538.12K | 532.06K | 522.43K | 516.34K | 531.73K | 545.77K | 538.06K |
| Morgan Stanley | 373.66K | 204.05K | 161.67K | 386.21K | 336.16K | 298.36K | 369.91K | 450.88K | 551.20K | 688.99K | 443.35K | 386.77K | 428.97K | 374.21K | 385.26K | 406.74K | 408.51K | 474.32K | 522.69K | 474.64K |
| Northern Trust Corp | 457.01K | 459.38K | 446.20K | 439.90K | 438.67K | 436.61K | 422.38K | 433.79K | 427.50K | 428.20K | 403.78K | 393.13K | 405.00K | 398.24K | 387.43K | 382.25K | 375.86K | 382.54K | 401.04K | 437.86K |
| Fidelity Management & Research (FMR) | 70 | 70 | 116.03K | 84.66K | 33.94K | 1.44K | 1.56K | 1.57K | 1.63K | 20.61K | 66.85K | 88.20K | 109.54K | 126.78K | 183.77K | 188.95K | 124.27K | 187.37K | 211.46K | 391.95K |
| Wellington Management Group | — | — | — | 109.64K | 140.23K | 141.94K | — | — | 185.27K | — | — | — | — | — | — | 608.59K | 1.49M | 1.75M | 528.94K | 377.78K |
| UBS Group AG | 2.22K | 3.52K | 29.60K | 538 | 353 | 31.97K | 28.04K | 86.84K | 30.31K | 59.05K | 37.20K | 16.17K | 22.98K | 327.50K | 183.10K | 60.33K | 488.24K | 210.98K | 453.85K | 335.11K |
| Franklin Resources | — | 524.19K | 908.47K | 904.40K | 916.50K | 913.52K | 912.02K | 934.91K | 931.78K | 910.52K | 872.44K | 855.28K | 969.74K | 901.35K | 838.30K | 842.91K | 1.15M | 827.91K | 621.27K | 326.01K |
| BNY Mellon | 356.76K | 398.12K | 417.74K | 377.91K | 364.04K | 354.02K | 342.22K | 336.28K | 331.23K | 320.52K | 306.44K | 421.77K | 287.78K | 284.49K | 272.57K | 270.90K | 265.59K | 279.60K | 271.17K | 273.03K |
| Bank of America Corp | 222.81K | 257.79K | 271.51K | 198.95K | 190.63K | 205.96K | 343.89K | 174.89K | 170.99K | 161.91K | 69.05K | 197.92K | 43.53K | 171.20K | 252.57K | 254.25K | 242.73K | 251.17K | 245.75K | 235.42K |
| Goldman Sachs Group | 1.55M | 1.44M | 1.02M | 847.82K | 872.41K | 736.42K | 651.14K | 645.33K | 240.07K | 214.98K | 239.45K | 165.04K | 203.74K | 288.34K | 203.81K | 185.78K | 195.03K | 158.74K | 201.64K | 211.62K |
| Royce & Associates | 508.40K | 517.00K | 423.90K | 358.40K | 344.00K | 312.80K | 278.70K | 230.00K | 223.77K | 191.97K | 231.72K | 223.64K | 243.56K | 263.18K | 231.76K | 202.60K | 188.42K | 177.18K | 170.89K | 199.21K |
| PSP Investments | 67.85K | 67.85K | 62.24K | 61.25K | 61.65K | 60.63K | 57.57K | 58.53K | 41.08K | 69.59K | 68.03K | 72.84K | 74.74K | 87.91K | 111.91K | 120.96K | 138.14K | 135.03K | 139.61K | 134.80K |
| JPMorgan Chase & Co | 237.42K | 185.54K | 139.79K | 130.05K | 111.17K | 34.85K | 698 | 59.64K | 62.59K | 62.31K | 63.72K | 37.12K | 40.74K | 128.68K | 90.55K | 56.83K | 91.52K | 51.72K | — | 126.51K |
| Wells Fargo & Co | 71.06K | 141.01K | 137.02K | 88.99K | 85.36K | 87.35K | 104.16K | 107.89K | 146.09K | 149.40K | 92.92K | 101.01K | 104.96K | 93.30K | 93.42K | 89.95K | 94.53K | 113.31K | 85.14K | 114.55K |
| Prudential Financial | 36.96K | 36.37K | 36.48K | 44.52K | 42.48K | 35.28K | 39.38K | 102.01K | 93.33K | 52.75K | 68.82K | 64.92K | 63.47K | 83.49K | 115.39K | 96.84K | 63.41K | 70.30K | 81.73K | 97.94K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details