$AIR

$97.41 +$2.16 (2.27%) Live

$AIR Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 40.2M shares outstanding

Who owns AIR?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 52.4%

BlackRock, Inc. 16.1% · State Street Corp 7.1%

Institutional ownership

100.0%

+0.4 pts vs last qtr

Institutional holders

406

+25 vs last qtr

Net shares bought

+282.4K

by institutions in Q2 2026

New / sold out

74 / 49

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +298.1K
State Street Corp +246.5K

Biggest sellers in Q2 2026

Franklin Resources Inc −295.3K
Jane Street Group, LLC −181.9K

Who is planning to sell?

Notices of proposed sale, last 12 months

$41M

17 notices from 9 people

Shares covered

416.2K

1.04% of the company

Arranged in advance

13%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

John Holmes Officer $19.6M
Sean M. Gillen Former officer $9.38M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2017–FY2026

+12.0%

+1.26% a year

Each share's claim on the business

−10.7%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$155M vs $131M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years64% 3–5 years10% 1–3 years10% Under 1 year16%

Quarterly turnover

8.8%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting AIR on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	6.5M	16.10%	+298.1K (+4.8%)	≤2021	0.0%
Shares held by quarter Peak holding6.5M (Q2'26) Change over 8 quarters+696.6K Share of the company16.100% BlackRock, Inc.'s full portfolio →
SS State Street Corp	2.8M	7.05%	+246.5K (+9.5%)	≤2021	0.0%
Shares held by quarter Peak holding2.8M (Q2'26) Change over 8 quarters+1.1M Share of the company7.050% State Street Corp's full portfolio →

BlackRock, Inc.

6.5M

% of company

16.10%

Change vs last qtr

+298.1K (+4.8%)

Held since

≤2021

State Street Corp

2.8M

% of company

7.05%

Change vs last qtr

+246.5K (+9.5%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding AAR CORP., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting AIR on Form N-PORT; together they hold 58.4% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$338M	2.4M	5.88%	0.30%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$171M	1.2M	2.98%	0.01%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$338M

% of company

5.88%

% of the fund

0.30%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$171M

% of company

2.98%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding AAR CORP. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
HJ Holmes John McClain III Insider	441.4K	1.10%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.100% Holmes John McClain III's insider activity →
WM Walfish Marc Jay Insider	133.1K	0.33%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.330% Walfish Marc Jay's insider activity →

Holmes John McClain III

Insider

441.4K

% of company

1.10%

Change vs last qtr

—

Held since

—

Walfish Marc Jay

Insider

133.1K

% of company

0.33%

Change vs last qtr

—

Held since

—

13 more holders behind a free account

See every insider and 5%+ holder of AAR CORP..

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