Vault-13

AIRJOULE TECHNOLOGIES CORP AIRJ

CL A · Common Stock · CUSIP 612160101

78 institutional holders +8 vs Q3 2025
10,539,04610.5m shares reported held*
15.4% of all shares outstanding*
$41.5mreported value*
16 new 33 added 13 reduced 11 sold out net bought ≈ $14.2m (+3.6m shares)

* 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. Holder counts are more reliable. Shares outstanding: 68.4m as of 2026-03-01, 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 ≈ $3.94. Options: 4 managers hold calls ($661.1k notional), 4 hold puts ($221.4k).

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

050100Q1 24: 7Q2 24: 20Q3 24: 20Q4 24: 27Q1 25: 30Q2 25: 55Q3 25: 70Q4 25: 7878Q1 24Q3 24Q1 25Q3 25Q4 25
Numbers
QuarterHolders
Q1 20247
Q2 202420
Q3 202420
Q4 202427
Q1 202530
Q2 202555
Q3 202570
Q4 202578

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q2 24: 18 bought or addedQ2 24: 3 cut or sold outQ2 24Q3 24: 8 bought or addedQ3 24: 11 cut or sold outQ4 24: 20 bought or addedQ4 24: 5 cut or sold outQ4 24Q1 25: 16 bought or addedQ1 25: 7 cut or sold outQ2 25: 48 bought or addedQ2 25: 12 cut or sold outQ2 25Q3 25: 47 bought or addedQ3 25: 22 cut or sold outQ4 25: 49 bought or addedQ4 25: 24 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q2 2024183
Q3 2024811
Q4 2024205
Q1 2025167
Q2 20254812
Q3 20254722
Q4 20254924

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200k$400k$600k$800kQ1 25 calls: $0Q1 25 puts: $0Q1 25P/C —Q2 25 calls: $0Q2 25 puts: $0Q2 25P/C —Q3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $661.1kQ4 25 puts: $221.4kQ4 25P/C 0.33
Numbers
QuarterCallsPutsP/C
Q1 2025$0$0—
Q2 2025$0$0—
Q3 2025$0$0—
Q4 2025$661.1k$221.4k0.33

Biggest buyers

Corient Private Wealth LP Added +1,925,900+1.9m
Vident Advisory, LLC New +469,209+469.2k
RENAISSANCE TECHNOLOGIES LLC Added +231,900+231.9k
MARSHALL WACE, LLP Added +194,212+194.2k
Focus Partners Wealth New +154,089+154.1k
GWN SECURITIES INC. New +153,214+153.2k
STATE STREET CORP Added +129,418+129.4k
Argentarii, LLC Added +121,558+121.6k
Heritage Financial Services, LLC Added +85,431+85.4k
JANE STREET GROUP, LLC Added +81,097+81.1k

Biggest sellers

NorthCoast Asset Management LLC Sold out -135,798-135.8k
HBK Sorce Advisory LLC Reduced -75,982-76.0k
UBS Group AG Reduced -38,757-38.8k
JPMORGAN CHASE & CO Reduced -37,381-37.4k
AQR CAPITAL MANAGEMENT LLC Sold out -26,557-26.6k
U.S. Capital Wealth Advisors, LLC Sold out -18,500-18.5k
Belvedere Trading LLC Sold out -13,565-13.6k
BRC Group Holdings, Inc. Sold out -12,567-12.6k
MILLENNIUM MANAGEMENT LLC Sold out -11,764-11.8k
NORTHERN TRUST CORP Reduced -9,031-9.0k

Biggest calls

Crawford Fund Management, LLC New $469.6k119.2k shares
CITADEL ADVISORS LLC New $135.9k34.5k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $53.6k13.6k shares
GROUP ONE TRADING LLC New $2.0k500 shares

Biggest puts

CITADEL ADVISORS LLC New $107.2k27.2k shares
JANE STREET GROUP, LLC New $65.4k16.6k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $46.1k11.7k shares
SIMPLEX TRADING, LLC New $2.8k700 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.

HolderStakeChangeShares Last filed
Porter Stuart D 13D · may seek influence filed 2025-12-03 31.4% 19.1m≈ $105.5m 2025-12-03
JORE MATTHEW B 13D · may seek influence filed 2026-04-16 11.4% 7.8m≈ $43.3m 2026-04-16

Insider purchases and sales in Q4 2025

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)

BuyingSelling
404Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 0 buyingQ4 24: 0 sellingQ4 24Q1 25: 0 buyingQ1 25: 0 sellingQ2 25: 0 buyingQ2 25: 4 sellingQ2 25Q3 25: 0 buyingQ3 25: 0 sellingQ4 25: 4 buyingQ4 25: 0 sellingQ4 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20240—0——
Q2 20240—0——
Q3 20240—0——
Q4 20240—0——
Q1 20250—0——
Q2 20250—4$63.6k—
Q3 20250—0——
Q4 20254$1.1m0——
DateInsiderTradeSharesPrice ValueTheir holding
2025-12-12 Murphy Thomas Edward Director Bought 14,450 $3.40 $49.1k14.4k shares +83%
2025-12-10 Porter Stuart D Director Bought 264,150 $2.95 $779.2k264.1k shares +74%
2025-12-10 Murphy Thomas Edward Director Bought 17,500 $2.86 $50.0k17.5k shares new
2025-12-10 Pang Stephen S. Chief Financial Officer Bought 2,169 $2.95 $6.4k2.2k shares +13%
2025-12-10 JORE MATTHEW B Chief Executive Officer, director Bought 1,779 $2.95 $5.2k1.8k shares +<1%
2025-12-09 Porter Stuart D Director Bought 46,800 $2.84 $132.9k46.8k shares +15%
2025-12-09 JORE MATTHEW B Chief Executive Officer, director Bought 5,200 $2.84 $14.8k5.2k shares +<1%
2025-12-08 Porter Stuart D Director Bought 31,695 $2.77 $87.8k31.7k shares +11%
2025-12-08 JORE MATTHEW B Chief Executive Officer, director Bought 3,521 $2.77 $9.8k3.5k shares +<1%

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, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 3,577,1263.6m $14.1m $14.1m 0.01% Added +1.9m +1,925,900
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,320,7431.3m $5.2m $5.2m 0.00% Added +45.3k +45,323
3 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 1,212,3331.2m $4.8m $4.8m 0.00% Added +49.8k +49,791
4 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 584,590584.6k $2.3m $2.3m 0.00% Added +27.6k +27,648
5 Vident Advisory, LLC 0.02% of their portfolio Alpharetta, GA 469,209469.2k $1.8m $1.8m 0.02% New
6 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 416,263416.3k $1.6m $1.6m 0.00% Added +129.4k +129,418
7 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 314,948314.9k $1.2m $1.2m 0.00% Added +194.2k +194,212
8 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 287,500287.5k $1.1m $1.1m 0.00% Added +231.9k +231,900
9 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 205,184205.2k $808.4k $808.4k 0.00% Reduced -2.4k -2,365
10 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 164,715164.7k $649.0k $649.0k 0.00% Reduced -9.0k -9,031
11 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 154,089154.1k $607.1k $607.1k 0.00% New
12 GWN SECURITIES INC. 0.12% of their portfolio Palm Beach Gardens, FL 153,214153.2k $603.7k $603.7k 0.12% New
13 Argentarii, LLC 0.19% of their portfolio CINCINNATI, OH 151,558151.6k $597.1k $597.1k 0.19% Added +121.6k +121,558
14 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 122,226122.2k $481.6k $481.6k 0.00% Added +30.0k +30,000
15 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 121,962122.0k $480.5k $480.5k 0.00% Added +81.1k +81,097
16 UBS Group AG 0.00% of their portfolio ZURICH, V8 99,92199.9k $393.7k $393.7k 0.00% Reduced -38.8k -38,757
17 Heritage Financial Services, LLC 0.03% of their portfolio Westwood, MA 97,80697.8k $385.4k $385.4k 0.03% Added +85.4k +85,431
18 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 78,63478.6k $309.8k $309.8k 0.00% Added +49.4k +49,417
19 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 74,09474.1k $291.9k $291.9k 0.00% Reduced -4.3k -4,308
20 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 57,96958.0k $228.0k $228.0k 0.00% Added +884 +884
21 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 52,75152.8k $207.8k $207.8k 0.00% Reduced -1.2k -1,203
22 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 50,00050.0k $197.0k $197.0k 0.00% Unchanged
23 PRELUDE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio NEW YORK, NY 46,09446.1k $181.6k $181.6k 0.01% Added +4.6k +4,596
24 LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio LOS ANGELES, CA 45,96946.0k $232.1k $232.1k 0.00% New
25 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 45,78245.8k $180.4k $180.4k 0.00% Added +19.7k +19,670
26 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 44,90444.9k $176.9k $176.9k 0.00% Added +27.0k +26,960
27 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 41,21941.2k $162.4k $162.4k 0.00% Added +5.8k +5,807
28 Directional Asset Management 0.13% of their portfolio ARLINGTON HEIGHTS, IL 38,85938.9k $153.1k $153.1k 0.13% First filing
29 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 37,50637.5k $147.8k $147.8k 0.00% Added +3.8k +3,760
30 HBK Sorce Advisory LLC 0.00% of their portfolio ERIE, PA 30,74530.7k $99.3k $99.3k 0.00% Reduced -76.0k -75,982
31 Meramec Financial Planners, LLC 0.04% of their portfolio SAINT LOUIS, MO 30,00030.0k $96.9k $96.9k 0.04% First filing
32 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 28,29528.3k $111.5k $111.5k 0.00% Added +8.5k +8,472
33 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 28,01628.0k $110.4k $110.4k 0.00% Unchanged
34 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 25,50025.5k $100.5k $100.5k 0.00% Added +11.3k +11,300
35 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 24,73724.7k $97.0k $97.0k 0.00% New
36 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 24,11324.1k $95.0k $95.0k 0.00% Added +3.3k +3,323
37 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 20,99021.0k $82.7k $82.7k 0.00% Unchanged
38 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 20,47620.5k $80.7k $80.7k 0.00% New
39 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 20,09920.1k $79.2k $79.2k 0.00% New
40 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 18,04618.0k $71.1k $71.1k 0.00% Reduced -3.6k -3,602
41 ISTHMUS PARTNERS, LLC 0.01% of their portfolio MADISON, WI 17,00017.0k $67.0k $67.0k 0.01% Unchanged
42 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 16,20016.2k $63.8k $63.8k 0.00% Unchanged
43 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 15,76815.8k $62.1k $62.1k 0.00% Added +9.0k +8,993
44 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 15,34915.3k $60.5k $60.5k 0.00% New
45 FMR LLC 0.00% of their portfolio BOSTON, MA 12,90912.9k $50.9k $50.9k 0.00% Added +12.2k +12,170
46 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 11,96312.0k $47.1k $47.1k 0.00% Added +17 +17
47 Abel Hall, LLC 0.01% of their portfolio BATON ROUGE, LA 11,75911.8k $46.3k $46.3k 0.01% New
48 INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio WEST PALM BEACH, FL 11,72611.7k $46.2k $46.2k 0.00% Added +1.2k +1,154
49 FAGAN ASSOCIATES, INC. 0.01% of their portfolio TROY, NY 11,61711.6k $45.8k $45.8k 0.01% New
50 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 11,45411.5k $45.1k $45.1k 0.00% Added +352 +352
51 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 10,87110.9k $43.0k $43.0k 0.00% Unchanged
52 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 9,6559.7k $38.0k $38.0k 0.00% Reduced -37.4k -37,381
53 GROUP ONE TRADING LLC 0.00% of their portfolio CHICAGO, IL 9,5809.6k $37.7k $37.7k 0.00% Reduced -3.5k -3,520
54 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 6,2666.3k $24.7k $24.7k 0.00% Unchanged
55 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 5,2975.3k $20.9k $20.9k 0.00% Added +374 +374
56 TORONTO DOMINION BANK 0.00% of their portfolio TORONTO, ONTARIO, A6 5,0005.0k $19.7k $19.7k 0.00% New
57 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 2,7742.8k $10.9k $10.9k 0.00% Added +226 +226
58 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 2,1942.2k $8.6k $8.6k 0.00% Unchanged
59 Legal & General Group Plc 0.00% of their portfolio London, X0 1,9522.0k $7.7k $7.7k 0.00% Unchanged
60 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 1,7801.8k $7.0k $7.0k 0.00% Unchanged
61 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 1,6491.6k $6.5k $6.5k 0.00% Unchanged
62 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 1,5001.5k $5.9k $5.9k 0.00% Added +800 +800
63 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 1,4641.5k $5.8k $5.8k 0.00% Added +122 +122
64 CWM, LLC 0.00% of their portfolio OMAHA, NE 1,2991.3k $5.0k $5.0k 0.00% Reduced -584 -584
65 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 1,1651.2k $4.6k $4.6k 0.00% Added +864 +864
66 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 751751 $3.0k $3.0k 0.00% Added +17 +17
67 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 560560 $2.2k $2.2k 0.00% Reduced -310 -310
68 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 490490 $1.9k $1.9k 0.00% Unchanged
69 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 250250 $985 $985 0.00% New
70 CHILTON CAPITAL MANAGEMENT LLC 0.00% of their portfolio HOUSTON, TX 247247 $974 $974 0.00% Unchanged
71 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 119119 $469 $469 0.00% New
72 Ares Financial Consulting, LLC 0.00% of their portfolio CALABASAS, CA 106106 $418 $418 0.00% First filing
73 North Star Investment Management Corp. 0.00% of their portfolio CHICAGO, IL 105105 $414 $414 0.00% New
74 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1515 $59 $59 0.00% New
75 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1111 $44 $44 0.00% Added +4 +4
76 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 88 $32 $32 0.00% Reduced -274 -274
77 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 55 $20 $20 0.00% Reduced -3 -3
78 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 33 $12 $12 0.00% New