AEROVIRONMENT INC AVAV
COM · Common Stock · CUSIP 008073108 · ISIN US0080731088
Company that designs and manufactures UAVs for U.S. Department of Defense and allied military services
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($54.8m this quarter). Holder counts are more reliable. Shares outstanding: 50.6m as of 2026-06-24, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $164.91. Options: 28 managers hold calls ($389.4m notional), 25 hold puts ($433.4m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 273 |
| Q4 2022 | 251 |
| Q1 2023 | 266 |
| Q2 2023 | 272 |
| Q3 2023 | 302 |
| Q4 2023 | 322 |
| Q1 2024 | 369 |
| Q2 2024 | 408 |
| Q3 2024 | 421 |
| Q4 2024 | 411 |
| Q1 2025 | 383 |
| Q2 2025 | 493 |
| Q3 2025 | 583 |
| Q4 2025 | 605 |
| Q1 2026 | 615 |
| Q2 2026 | 611 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 205 | 178 |
| Q4 2024 | 210 | 194 |
| Q1 2025 | 188 | 196 |
| Q2 2025 | 296 | 172 |
| Q3 2025 | 367 | 187 |
| Q4 2025 | 324 | 261 |
| Q1 2026 | 388 | 240 |
| Q2 2026 | 315 | 295 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $439.1m | $511.0m | 1.16 |
| Q4 2025 | $376.2m | $332.2m | 0.88 |
| Q1 2026 | $362.8m | $369.1m | 1.02 |
| Q2 2026 | $389.4m | $433.4m | 1.11 |
Biggest buyers
| Hood River Capital Management LLC | New | +564.3k |
| HRT FINANCIAL LP | New | +346.7k |
| Korea Investment CORP | Added | +220.6k |
| BANK OF AMERICA CORP /DE/ | Added | +206.1k |
| Qube Research & Technologies Ltd | New | +192.5k |
| Heard Capital LLC | Added | +182.6k |
| FIDELIS CAPITAL PARTNERS, LLC | New | +145.8k |
| MILLENNIUM MANAGEMENT LLC | Added | +138.4k |
| IMC-Chicago, LLC | Added | +126.6k |
| ARS Investment Partners, LLC | Added | +122.2k |
Biggest sellers
| BlackRock, Inc. | Reduced | -1.5m |
| UBS Group AG | Reduced | -273.1k |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -260.0k |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -241.9k |
| Alyeska Investment Group, L.P. | Reduced | -196.2k |
| Champlain Investment Partners, LLC | Reduced | -172.5k |
| Atreides Management, LP | Sold out | -161.7k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | -145.2k |
| NORTHERN TRUST CORP | Reduced | -142.9k |
| AMERIPRISE FINANCIAL INC | Reduced | -128.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $141.1m854.9k shares |
| CITADEL ADVISORS LLC | Added | $63.7m386.0k shares |
| JANE STREET GROUP, LLC | Added | $51.2m310.1k shares |
| IMC-Chicago, LLC | Added | $43.2m261.6k shares |
| Point72 Asset Management, L.P. | Added | $16.5m99.8k shares |
| Walleye Trading LLC | Added | $13.8m83.8k shares |
| SIMPLEX TRADING, LLC | Added | $12.4m75.1k shares |
| GROUP ONE TRADING LLC | Added | $8.9m54.1k shares |
| PEAK6 LLC | Reduced | $8.3m50.3k shares |
| Squarepoint Ops LLC | Reduced | $6.0m36.5k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $125.3m759.0k shares |
| JANE STREET GROUP, LLC | Added | $105.8m641.1k shares |
| CITADEL ADVISORS LLC | Added | $69.4m420.2k shares |
| IMC-Chicago, LLC | Added | $52.6m318.6k shares |
| Walleye Trading LLC | Added | $14.9m90.3k shares |
| Point72 Asset Management, L.P. | Added | $12.5m75.8k shares |
| SIMPLEX TRADING, LLC | Added | $10.9m66.0k shares |
| GROUP ONE TRADING LLC | Added | $10.4m62.8k shares |
| TUDOR INVESTMENT CORP ET AL | Reduced | $5.2m31.5k shares |
| WOLVERINE ASSET MANAGEMENT LLC | Unchanged | $4.8m29.2k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Altitude V Holdings, LLC
13D · may seek influence
-1.2 pts · filed 2026-06-24
Stated purposeItem 4 of the Schedule 13D is hereby amended to include the following: On June 16, 2026, each of David Wodlinger and Henry Albers provided separate notices informing the Company of their resignation from the Company's board of directors (the "Board") effective June 17, 2026. Both Mr. Wodlinger and Mr. Albers noted in their separate letters that their decision to resign from the Board is not the result of any disagreement with management on any matter relating to the Company's operations, policies, or practices. As previously disclosed, on May 1, 2025, Mr. Wodlinger and Mr. Albers were appointed to the Board after being named designees of ACP V and ACP VI (collectively, the "Shareholder"), in accordance with the terms of the Shareholder's Agreement, which was previously filed as Exhibit 9… Full filing |
13.5% |
| BlackRock, Inc. 13G · institution -1.5 pts · filed 2026-07-27 | 6.7% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 1 | $373.6k | $373.6k |
| Q1 2025 | 0 | — | 1 | $3.8m | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 1 | $4.6m | — |
| Q4 2025 | 0 | — | 3 | $1.4m | $746.6k |
| Q1 2026 | 0 | — | 3 | $1.4m | $1.4m |
| Q2 2026 | 0 | — | 1 | $133.5k | $133.5k |
| Q3 2026 | 0 | — | 2 | $221.0k | $221.0k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-15 | PAGE STEPHEN F Director · See Footnote | Sold plan | $38.1k250 shares |
| 2026-09-15 | Shackley Brian Charles SVP, Chief Accounting Officer | Sold plan | $15.2k100 shares |
| 2026-08-17 | PAGE STEPHEN F Director · See Footnote | Sold plan | $48.0k250 shares |
| 2026-08-14 | Shackley Brian Charles SVP, Chief Accounting Officer | Sold plan | $41.4k205 shares |
| 2026-07-15 | Shackley Brian Charles SVP, Chief Accounting Officer | Sold plan | $42.9k300 shares |
| 2026-07-15 | PAGE STEPHEN F Director · See Footnote | Sold plan | $35.5k248 shares |
| 2026-06-15 | PAGE STEPHEN F Director · See Footnote | Sold plan | $43.6k250 shares |
| 2026-05-15 | PAGE STEPHEN F Director · See Footnote | Sold plan | $40.6k250 shares |
| 2026-04-15 | PAGE STEPHEN F Director · See Footnote | Sold plan | $49.3k250 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 3.5m $574.6m | Reduced -1.5m |
| STATE STREET CORP 0.01% of their portfolio | 2.2m $361.8m | Reduced -96.7k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 1.6m $271.7m | Added +29.7k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 1.5m $255.6m | Reduced -145.2k |
| BAILLIE GIFFORD & CO 0.14% of their portfolio | 967.4k $159.7m | Reduced -59.3k |
| Heard Capital LLC 6.39% of their portfolio | 904.0k $149.2m | Added +182.6k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.17% of their portfolio | 854.0k $140.8m | Reduced -83.4k |
| Invesco Ltd. 0.01% of their portfolio | 698.5k $115.3m | Added +100.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 672.0k $110.9m | Reduced -241.9k |
| VAN ECK ASSOCIATES CORP 0.06% of their portfolio | 612.9k $101.2m | Reduced -75.1k |
| ARK Investment Management LLC 0.65% of their portfolio | 607.5k $100.3m | Added +48.2k |
| Stephens Investment Management Group LLC 1.00% of their portfolio | 567.4k $93.7m | Added +77.0k |
| Hood River Capital Management LLC 0.68% of their portfolio | 564.3k $93.1m | New |
| Alyeska Investment Group, L.P. 0.22% of their portfolio | 525.2k $86.7m | Reduced -196.2k |
| CONGRESS ASSET MANAGEMENT CO 0.50% of their portfolio | 495.6k $81.8m | Added +103.1k |
| NORGES BANK 0.01% of their portfolio | 473.1k $78.1m | Not comparable |
| MORGAN STANLEY 0.00% of their portfolio | 459.0k $75.8m | Added +38.5k |
| AMERICAN CAPITAL MANAGEMENT INC 3.13% of their portfolio | 422.5k $69.7m | Reduced -13.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 409.2k $67.5m | Added +206.1k |
| Swedbank AB 0.05% of their portfolio | 376.7k $62.2m | Added +103.3k |
| HRT FINANCIAL LP 0.14% of their portfolio | 346.7k $57.2m | New |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 345.2k $57.0m | Added +138.4k |
| Fisher Asset Management, LLC 0.02% of their portfolio | 341.1k $56.3m | Added +37.5k |
| Korea Investment CORP 0.10% of their portfolio | 332.6k $54.9m | Added +220.6k |
| UBS Group AG 0.01% of their portfolio | 326.4k $53.9m | Reduced -273.1k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 289.6k $47.8m | Reduced -35.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.04% of their portfolio | 270.6k $44.7m | Added +118.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 257.0k $42.4m | Reduced -142.9k |
| VOYA INVESTMENT MANAGEMENT LLC 0.04% of their portfolio | 251.3k $41.5m | Added +6.5k |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 244.8k $40.4m | Added +19.6k |
| Amova Asset Management Americas, Inc. 0.50% of their portfolio | 233.2k $38.5m | Added +12.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 221.3k $36.5m | Reduced -69.3k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 208.7k $34.5m | Reduced -22.6k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 199.6k $32.9m | Reduced -128.1k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 194.3k $32.1m | Reduced -23.1k |
| Qube Research & Technologies Ltd 0.04% of their portfolio | 192.5k $31.8m | New |
| ARS Investment Partners, LLC 1.35% of their portfolio | 187.6k $31.0m | Added +122.2k |
| Squarepoint Ops LLC 0.06% of their portfolio | 187.0k $30.9m | Reduced -659 |
| Vident Advisory, LLC 0.22% of their portfolio | 178.2k $29.4m | Added +45.8k |
| EMERALD ADVISERS, LLC 0.69% of their portfolio | 176.4k $29.1m | Reduced -3.5k |
| CITIGROUP INC 0.01% of their portfolio | 166.8k $27.5m | Added +116.2k |
| TOCQUEVILLE ASSET MANAGEMENT L.P. 0.34% of their portfolio | 156.4k $25.8m | Added +45.1k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.04% of their portfolio | 148.5k $21.5m | Added +30.2k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 148.2k $24.5m | Added +23.3k |
| PINNACLE ASSOCIATES LTD 0.27% of their portfolio | 147.6k $24.4m | Added +42.1k |
| AWM Investment Company, Inc. 2.10% of their portfolio | 146.9k $24.3m | Added +16.2k |
| FIDELIS CAPITAL PARTNERS, LLC 1.39% of their portfolio | 145.8k $24.1m | New |
| SEI INVESTMENTS CO 0.02% of their portfolio | 144.5k $23.8m | Added +108.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 143.5k $23.7m | Added +41.4k |
| IMC-Chicago, LLC 0.21% of their portfolio | 138.8k $22.9m | Added +126.6k |
| Champlain Investment Partners, LLC 0.52% of their portfolio | 122.6k $20.2m | Reduced -172.5k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 116.7k $19.3m | Reduced -25.4k |
| EMERALD MUTUAL FUND ADVISERS TRUST 0.66% of their portfolio | 114.5k $18.9m | Added +2.1k |
| Cresset Asset Management, LLC 0.07% of their portfolio | 112.6k $18.6m | Added +106.6k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 112.5k $18.6m | Reduced -67.1k |
| LPL Financial LLC 0.00% of their portfolio | 111.8k $18.5m | Added +19.3k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 98.1k $16.2m | Added +93.7k |
| Man Group plc 0.03% of their portfolio | 94.3k $15.6m | Reduced -35.3k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 89.4k $14.8m | Reduced -11.8k |
| Granahan Investment Management, LLC 0.51% of their portfolio | 86.8k $14.3m | Added +46.0k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.01% of their portfolio | 84.7k $14.0m | Added +51.0k |
| GW&K Investment Management, LLC 0.10% of their portfolio | 81.1k $13.4m | Reduced -72.9k |
| CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio | 78.7k $13.0m | Added +12.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 78.0k $12.9m | Reduced -8.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 75.0k $12.4m | Added +27.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 73.3k $12.1m | Added +408 |
| BLAIR WILLIAM & CO/IL 0.03% of their portfolio | 70.9k $11.7m | Added +961 |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.11% of their portfolio | 70.8k $11.7m | Reduced -3.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 70.3k $11.6m | Added +15.7k |
| Canal Insurance CO 2.53% of their portfolio | 70.0k $11.6m | Unchanged |
| Rheos Capital Works Inc. 0.63% of their portfolio | 67.0k $11.1m | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 65.7k $9.4m | Reduced -120.9k |
| Swiss National Bank 0.01% of their portfolio | 65.2k $10.8m | Added +1.0k |
| Penserra Capital Management LLC 0.08% of their portfolio | 64.9k $10.7m | Added +25.1k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 63.4k $10.5m | Reduced -23.2k |
| BARCLAYS PLC 0.00% of their portfolio | 61.2k $10.1m | Added +18.2k |
| NEEDHAM INVESTMENT MANAGEMENT LLC 0.30% of their portfolio | 61.0k $10.1m | Added +54.8k |
| Weiss Asset Management LP 0.11% of their portfolio | 57.3k $9.5m | Not comparable |
| Nuveen, LLC 0.00% of their portfolio | 57.3k $9.5m | Reduced -30.6k |
| CANTOR FITZGERALD, L. P. 0.09% of their portfolio | 55.7k $9.2m | Added +37.9k |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 54.8k $9.0m | Reduced -2.0k |
| Tidal Investments LLC 0.02% of their portfolio | 53.5k $8.8m | Reduced -1.9k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 52.6k $8.7m | Added +27.0k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 46.6k $7.7m | Added +10.8k |
| Y-Intercept (Hong Kong) Ltd 0.15% of their portfolio | 46.0k $7.6m | Added +32.3k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 45.6k $7.5m | Reduced -76.8k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 45.3k $7.5m | Reduced -260.0k |
| California Public Employees Retirement System 0.00% of their portfolio | 44.0k $7.3m | Reduced -6.2k |
| Legal & General Group Plc 0.00% of their portfolio | 42.5k $7.0m | Reduced -6.9k |
| Pekin Hardy Strauss, Inc. 0.60% of their portfolio | 41.2k $6.8m | Added +39.2k |
| Apriem Advisors 0.59% of their portfolio | 41.0k $6.8m | New |
| Empowered Funds, LLC 0.04% of their portfolio | 41.0k $6.8m | Added +22.6k |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.43% of their portfolio | 40.6k $6.7m | Added +4.4k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 40.3k $7.4m | Reduced -29.6k |
| GROUP ONE TRADING LLC 0.19% of their portfolio | 39.6k $6.5m | New |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 38.2k $6.3m | Reduced -25.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 37.7k $6.2m | Reduced -229 |
| Assenagon Asset Management S.A. 0.00% of their portfolio | 37.0k $6.1m | Added +24.5k |
| DEEPWATER ASSET MANAGEMENT, LLC 2.75% of their portfolio | 36.7k $6.1m | Added +14.1k |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 35.8k $5.9m | New |