$IRDM

$45.65 +$1.13 (2.55%) Close

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

Ownership

13F as of Q2 2026 · 106.2M shares outstanding

Who owns IRDM?

By type of holder

Institutions 85.7% Insiders 3.8% Everyone else 10.5%

Concentration Top 10 holders own 54.4%

BlackRock, Inc. 12.7% · Baralonco Limited 9.4%

Institutional ownership

85.7%

+0.7 pts vs last qtr

Institutional holders

482

+101 vs last qtr

Net shares bought

+703.2K

by institutions in Q2 2026

New / sold out

157 / 56

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Aqr Capital Management LLC +3.9M
American Century Companies Inc +1.4M

Biggest sellers in Q2 2026

Silver Heights Capital Management Inc −1.9M
Man Group plc −1.5M

Who is planning to sell?

Notices of proposed sale, last 12 months

$19.4M

9 notices from 7 people

Shares covered

388.9K

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

Thomas Fitzpatrick Director $10.5M
Suzanne Mcbride Officer $4.3M

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, FY2016–FY2025

−13.6%

−1.62% a year

Each share's claim on the business

+15.8%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$1.26B vs $319M

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+ years79% 3–5 years4% 1–3 years4% Under 1 year13%

Quarterly turnover

18.4%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting IRDM on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	13.4M	12.67%	−492.3K (−3.5%)	≤2021	0.0%
Shares held by quarter Peak holding13.9M (Q1'26) Change over 8 quarters+1.7M Share of the company12.670% BlackRock, Inc.'s full portfolio →
AC Aqr Capital Management LLC	6.8M	6.45%	+3.9M (+134.7%)	≤2021	0.1%
Shares held by quarter Peak holding6.8M (Q2'26) Change over 8 quarters+5.7M Share of the company6.450% Aqr Capital Management LLC's full portfolio →

BlackRock, Inc.

13.4M

% of company

12.67%

Change vs last qtr

−492.3K (−3.5%)

Held since

≤2021

Aqr Capital Management LLC

6.8M

% of company

6.45%

Change vs last qtr

+3.9M (+134.7%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Iridium Communications Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting IRDM on Form N-PORT; together they hold 41.7% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$349M	6.4M	6.00%	0.31%	June 30, 2026
AU Avantis U.S. Small Cap Value ETF American Century ETF Trust	$191M	3.7M	3.48%	0.71%	May 31, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$349M

% of company

6.00%

% of the fund

0.31%

As of

June 30, 2026

Avantis U.S. Small Cap Value ETF

American Century ETF Trust

Position value

$191M

% of company

3.48%

% of the fund

0.71%

As of

May 31, 2026

23 more funds behind a free account

See every fund holding Iridium Communications 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
BL Baralonco Limited 5%+ holder 13D · 9.4%	10.0M	9.42%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company9.420% Disclosed stake13D · 9.4% View the 13D/G filing →
DM Desch Matthew J Insider	1.4M	1.32%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.320% Desch Matthew J's insider activity →

Baralonco Limited

5%+ holder13D · 9.4%

10.0M

% of company

9.42%

Change vs last qtr

—

Held since

—

Desch Matthew J

Insider

1.4M

% of company

1.32%

Change vs last qtr

—

Held since

—

18 more holders behind a free account

See every insider and 5%+ holder of Iridium Communications Inc..

Comments