$AIRT

$25.68 -$0.23 (0.89%) Close

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

Ownership

13F as of Q2 2026 · 2.7M shares outstanding

Who owns AIRT?

By type of holder

Institutions 7.6% Insiders 92.4% Everyone else 0.0%

Concentration Top 10 holders own 160.7%

Swenson Nicholas John 48.6% · AO Partners LLC 34.3%

Institutional ownership

7.6%

+0.3 pts vs last qtr

Institutional holders

+2 vs last qtr

Net shares bought

+8.9K

by institutions in Q2 2026

New / sold out

3 / 1

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Geode Capital Management, LLC NEW +11.3K
Royal Bank Of Canada NEW +2.6K

Biggest sellers in Q2 2026

Renaissance Technologies LLC −3.0K
Morgan Stanley −2.0K

Who is planning to sell?

Notices of proposed sale, last 12 months

$190K

1 notice from 1 person

Shares covered

10.0K

0.37% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Swenson Nicholas John Officer $190K

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

−15.2%

−1.82% a year

Each share's claim on the business

+17.9%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$11M vs —

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+ years92% 3–5 years0% 1–3 years1% Under 1 year7%

Quarterly turnover

5.7%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting AIRT on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
RT Renaissance Technologies LLC	103.4K	3.86%	−3.0K (−2.8%)	≤2021	0.0%
Shares held by quarter Peak holding120.1K (Q3'24) Change over 8 quarters−16.7K Share of the company3.860% Renaissance Technologies LLC's full portfolio →
VC Vanguard Capital Management LLC	42.4K	1.58%	Unchanged	≤2021	0.0%
Shares held by quarter Peak holding42.4K (Q1'26) Change over 8 quarters+42.4K Share of the company1.580% Vanguard Capital Management LLC's full portfolio →

Renaissance Technologies LLC

103.4K

% of company

3.86%

Change vs last qtr

−3.0K (−2.8%)

Held since

≤2021

Vanguard Capital Management LLC

42.4K

% of company

1.58%

Change vs last qtr

Unchanged

Held since

≤2021

13 more super investors behind a free account

See every manager holding Air T Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting AIRT on Form N-PORT; together they hold 2.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$785K	30.9K	1.15%	0.00%	June 30, 2026
VE Vanguard Extended Market Index Fund Vanguard Index Funds	$294K	11.6K	0.43%	0.00%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$785K

% of company

1.15%

% of the fund

0.00%

As of

June 30, 2026

Vanguard Extended Market Index Fund

Vanguard Index Funds

Position value

$294K

% of company

0.43%

% of the fund

0.00%

As of

June 30, 2026

6 more funds behind a free account

See every fund holding Air T Inc 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
SN Swenson Nicholas John 5%+ holder 13D · 48.3%	1.3M	48.60%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company48.600% Disclosed stake13D · 48.3% View the 13D/G filing →
AP AO Partners LLC 5%+ holder 13D · 34.2%	921.0K	34.34%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company34.340% Disclosed stake13D · 34.2% View the 13D/G filing →

Swenson Nicholas John

5%+ holder13D · 48.3%

1.3M

% of company

48.60%

Change vs last qtr

—

Held since

—

AO Partners LLC

5%+ holder13D · 34.2%

921.0K

% of company

34.34%

Change vs last qtr

—

Held since

—

6 more holders behind a free account

See every insider and 5%+ holder of Air T Inc.

Comments