Vault-13

AIRJOULE TECHNOLOGIES CORP AIRJ

CL A · Common Stock · CUSIP 612160101

119 institutional holders +22 vs Q1 2026
17,146,92217.1m shares reported held*
23.4% of all shares outstanding*
$94.9mreported value*
33 new 50 added 19 reduced 10 sold out net bought ≈ $4.5m (+858.0k 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 ($79.4k this quarter). Holder counts are more reliable. Shares outstanding: 73.3m as of 2026-08-01, 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 ≈ $5.54. Options: 7 managers hold calls ($2.0m notional), 5 hold puts ($561.8k).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q1 24: 7Q2 24: 20Q3 24: 20Q4 24: 27Q1 25: 30Q2 25: 55Q3 25: 70Q4 25: 78Q1 26: 97Q2 26: 119119Q1 24Q3 24Q1 25Q3 25Q1 26Q2 26
Numbers
QuarterHolders
Q1 20247
Q2 202420
Q3 202420
Q4 202427
Q1 202530
Q2 202555
Q3 202570
Q4 202578
Q1 202697
Q2 2026119

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q1 26: 60 bought or addedQ1 26: 29 cut or sold outQ2 26: 83 bought or addedQ2 26: 29 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024811
Q4 2024205
Q1 2025167
Q2 20254812
Q3 20254722
Q4 20254924
Q1 20266029
Q2 20268329

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5m$2mQ3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $661.1kQ4 25 puts: $221.4kQ4 25P/C 0.33Q1 26 calls: $159.6kQ1 26 puts: $1.3kQ1 26P/C 0.01Q2 26 calls: $2.0mQ2 26 puts: $561.8kQ2 26P/C 0.28
Numbers
QuarterCallsPutsP/C
Q3 2025$0$0—
Q4 2025$661.1k$221.4k0.33
Q1 2026$159.6k$1.3k0.01
Q2 2026$2.0m$561.8k0.28

Biggest buyers

MILLENNIUM MANAGEMENT LLC Added +383,131+383.1k
BlackRock, Inc. Added +314,028+314.0k
TWO SIGMA INVESTMENTS, LP New +247,255+247.3k
POLEN CAPITAL MANAGEMENT LLC New +243,378+243.4k
AQR CAPITAL MANAGEMENT LLC Added +209,261+209.3k
UBS Group AG Added +202,016+202.0k
Quantbot Technologies LP New +160,629+160.6k
DIMENSIONAL FUND ADVISORS LP New +150,043+150.0k
DNB Asset Management AS New +119,589+119.6k
STATE STREET CORP Added +116,739+116.7k

Biggest sellers

Alyeska Investment Group, L.P. Sold out -1,538,462-1.5m
Corient Private Wealth LP Reduced -379,735-379.7k
RENAISSANCE TECHNOLOGIES LLC Reduced -230,200-230.2k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Sold out -191,896-191.9k
Squarepoint Ops LLC Reduced -104,859-104.9k
GSA CAPITAL PARTNERS LLP Sold out -66,686-66.7k
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC Sold out -30,252-30.3k
GOLDMAN SACHS GROUP INC Reduced -25,561-25.6k
PRELUDE CAPITAL MANAGEMENT, LLC Reduced -18,077-18.1k
OPPENHEIMER & CO INC Sold out -15,572-15.6k

Biggest calls

JANE STREET GROUP, LLC New $494.7k89.3k shares
CITADEL ADVISORS LLC New $401.6k72.5k shares
IMC-Chicago, LLC New $238.2k43.0k shares
Crawford Fund Management, LLC Reduced $238.2k43.0k shares
GROUP ONE TRADING LLC Added $237.7k42.9k shares
SIMPLEX TRADING, LLC New $192.2k34.7k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $174.0k31.4k shares

Biggest puts

CITADEL ADVISORS LLC New $187.3k33.8k shares
JANE STREET GROUP, LLC New $177.3k32.0k shares
IMC-Chicago, LLC New $100.3k18.1k shares
SIMPLEX TRADING, LLC Added $65.9k11.9k shares
GROUP ONE TRADING LLC New $31.0k5.6k 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 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)

BuyingSelling
404Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 4 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 4 buyingQ4 25: 0 sellingQ1 26: 3 buyingQ1 26: 1 sellingQ1 26Q2 26: 0 buyingQ2 26: 1 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—4$63.6k—
Q3 20250—0——
Q4 20254$1.1m0——
Q1 20263$775.0k1$11.0k—
Q2 20260—1$33.7k—
Q3 20260—0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-06-09 MacDonald Chad Chief Legal Officer Sold 1,987 $4.50 $8.9k2.0k shares -4%
2026-06-08 MacDonald Chad Chief Legal Officer Sold 5,320 $4.65 $24.7k5.3k shares -10%

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Pennant Select, LLC 5.61% of their portfolio Summit, NJ 2,280,6012.3m $12.6m $12.6m 5.61% Added +99.1k +99,069
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,140,0382.1m $11.9m $11.9m 0.00% Added +314.0k +314,028
3 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 1,565,6141.6m $8.7m $8.7m 0.01% Reduced -379.7k -379,735
4 Savant Capital, LLC 0.02% of their portfolio ROCKFORD, IL 1,504,7771.5m $8.3m $8.3m 0.02% Added +10 +10
5 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 1,385,1621.4m $7.7m $7.7m 0.00% Reduced -1.3k -1,312
6 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 888,873888.9k $4.9m $4.9m 0.00% Added +102.1k +102,129
7 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 587,295587.3k $3.3m $3.3m 0.00% Added +209.3k +209,261
8 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 552,042552.0k $3.1m $3.1m 0.00% Added +116.7k +116,739
9 Davidson Kempner Capital Management LP 0.04% of their portfolio New York, NY 489,200489.2k $2.7m $2.7m 0.04% Not comparable
10 Vident Advisory, LLC 0.02% of their portfolio Alpharetta, GA 417,058417.1k $2.3m $2.3m 0.02% Added +96.1k +96,057
11 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 399,701399.7k $2.2m $2.2m 0.00% Added +383.1k +383,131
12 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 303,713303.7k $1.7m $1.7m 0.00% Added +15.4k +15,405
13 UBS Group AG 0.00% of their portfolio ZURICH, V8 258,137258.1k $1.4m $1.4m 0.00% Added +202.0k +202,016
14 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 257,439257.4k $1.4m $1.4m 0.00% Added +25.3k +25,279
15 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 254,192254.2k $1.4m $1.4m 0.00% Added +4.6k +4,565
16 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 247,255247.3k $1.4m $1.4m 0.00% New
17 POLEN CAPITAL MANAGEMENT LLC 0.01% of their portfolio Boca Raton, FL 243,378243.4k $1.3m $1.3m 0.01% New
18 Argentarii, LLC 0.44% of their portfolio CINCINNATI, OH 229,157229.2k $1.5m $1.5m 0.44% Added +77.6k +77,627
19 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 218,031218.0k $1.2m $1.2m 0.00% Added +2.7k +2,740
20 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 217,485217.5k $1.2m $1.2m 0.00% Added +37.3k +37,261
21 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 163,000163.0k $903.0k $903.0k 0.00% Reduced -230.2k -230,200
22 Quantbot Technologies LP 0.04% of their portfolio NEW YORK, NY 160,629160.6k $889.9k $889.9k 0.04% New
23 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 150,043150.0k $826.3k $826.3k 0.00% New
24 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 135,825135.8k $752.5k $752.5k 0.00% Reduced -14.6k -14,621
25 DNB Asset Management AS 0.00% of their portfolio Oslo, Q8 119,589119.6k $662.5k $662.5k 0.00% New
26 Point72 Asset Management, L.P. 0.00% of their portfolio STAMFORD, CT 117,137117.1k $648.9k $648.9k 0.00% Added +37.8k +37,778
27 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 97,21797.2k $538.6k $538.6k 0.00% Added +74.5k +74,531
28 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 92,39192.4k $511.8k $511.8k 0.00% Reduced -14.8k -14,766
29 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 82,76782.8k $458.5k $458.5k 0.00% Added +32.1k +32,127
30 Quadrature Capital Ltd 0.00% of their portfolio LONDON, X0 73,79473.8k $408.8k $408.8k 0.00% New
31 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 73,73373.7k $408.5k $408.5k 0.00% Added +15.1k +15,089
32 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 71,10471.1k $393.9k $393.9k 0.00% Added +6.0k +5,991
33 INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 0.12% of their portfolio ATLANTA, GA 60,70060.7k $336.3k $336.3k 0.12% New
34 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 59,10059.1k $148.3k $148.3k 0.00% New
35 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 56,75956.8k $314.0k $314.0k 0.00% Added +1.8k +1,796
36 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 55,83755.8k $309.3k $309.3k 0.00% New
37 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 50,93950.9k $282.2k $282.2k 0.00% Reduced -25.6k -25,561
38 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 50,00050.0k $277.0k $277.0k 0.00% Unchanged
39 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 44,90044.9k $248.7k $248.7k 0.00% Added +15.4k +15,400
40 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 44,78144.8k $248.1k $248.1k 0.00% New
41 Directional Asset Management 0.23% of their portfolio ARLINGTON HEIGHTS, IL 43,79043.8k $242.6k $242.6k 0.23% Added +26 +26
42 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 40,94540.9k $226.8k $226.8k 0.00% Added +16.1k +16,061
43 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 34,46034.5k $190.9k $190.9k 0.00% New
44 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 31,74031.7k $175.8k $175.8k 0.00% Added +11.3k +11,264
45 HBK Sorce Advisory LLC 0.00% of their portfolio ERIE, PA 30,86030.9k $183.6k $183.6k 0.00% Added +115 +115
46 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 30,62830.6k $169.7k $169.7k 0.00% Unchanged
47 Meramec Financial Planners, LLC 0.05% of their portfolio SAINT LOUIS, MO 30,00030.0k $129.9k $129.9k 0.05% Unchanged
48 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 29,10229.1k $161.2k $161.2k 0.00% Added +18.8k +18,770
49 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 27,62027.6k $153.0k $153.0k 0.00% New
50 CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio TORONTO ONTARIO, A6 27,40027.4k $151.8k $151.8k 0.00% Unchanged
51 PRELUDE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio NEW YORK, NY 27,31727.3k $151.3k $151.3k 0.01% Reduced -18.1k -18,077
52 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 26,91726.9k $149.1k $149.1k 0.00% Added +20.6k +20,618
53 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 26,73826.7k $149.0k $149.0k 0.00% Added +15.9k +15,867
54 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 26,00526.0k $144.1k $144.1k 0.00% New
55 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 25,97426.0k $143.9k $143.9k 0.00% Added +8.2k +8,151
56 Shay Capital LLC 0.02% of their portfolio NEW YORK, NY 25,00025.0k $138.5k $138.5k 0.02% New
57 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 21,89621.9k $94.2k $94.2k 0.00% Added +9.5k +9,549
58 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 20,99021.0k $116.3k $116.3k 0.00% Unchanged
59 Olympiad Research LP 0.24% of their portfolio Stamford, CT 20,48220.5k $113.5k $113.5k 0.24% New
60 FMR LLC 0.00% of their portfolio BOSTON, MA 20,14120.1k $111.6k $111.6k 0.00% Added +9.3k +9,301
61 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 19,53919.5k $108.2k $108.2k 0.00% New
62 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 19,02919.0k $105.4k $105.4k 0.00% Reduced -6.8k -6,750
63 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 18,46818.5k $102.3k $102.3k 0.00% Added +15.8k +15,792
64 Operose Advisors LLC 0.02% of their portfolio MILWAUKEE, WI 18,08018.1k $100.2k $100.2k 0.02% New
65 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 17,85217.9k $98.9k $98.9k 0.00% New
66 Mariner, LLC 0.00% of their portfolio Overland Park, KS 17,65617.7k $97.8k $97.8k 0.00% Added +1.3k +1,303
67 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 17,26117.3k $95.6k $95.6k 0.00% New
68 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 17,23717.2k $95.5k $95.5k 0.00% Unchanged
69 ISTHMUS PARTNERS, LLC 0.01% of their portfolio MADISON, WI 17,00017.0k $94.2k $94.2k 0.01% Unchanged
70 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 16,71016.7k $92.6k $92.6k 0.00% Reduced -267 -267
71 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 16,20016.2k $89.7k $89.7k 0.00% Unchanged
72 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 15,05315.1k $83.4k $83.4k 0.00% Added +400 +400
73 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 15,00015.0k $83.1k $83.1k 0.00% Added +13.3k +13,306
74 nVerses Capital, LLC 0.12% of their portfolio WELLINGTON, FL 14,59614.6k $80.9k $80.9k 0.12% Added +1.1k +1,061
75 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 14,27214.3k $79.1k $79.1k 0.00% New
76 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 14,15414.2k $78.4k $78.4k 0.00% Reduced -104.9k -104,859
77 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 13,96214.0k $64.2k $64.2k 0.00% Added +1.1k +1,142
78 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 13,85713.9k $76.8k $76.8k 0.00% New
79 FAGAN ASSOCIATES, INC. 0.01% of their portfolio TROY, NY 13,61713.6k $75.4k $75.4k 0.01% New
80 Evernest Financial Advisors, LLC 0.02% of their portfolio CARMEL, IN 13,10513.1k $72.6k $72.6k 0.02% New
81 Abel Hall, LLC 0.01% of their portfolio BATON ROUGE, LA 11,03411.0k $61.1k $61.1k 0.01% Added +343 +343
82 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 10,61710.6k $58.8k $58.8k 0.00% Added +10.4k +10,449
83 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 6,2666.3k $34.7k $34.7k 0.00% Unchanged
84 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 5,2125.2k $28.9k $28.9k 0.00% Reduced -1.6k -1,636
85 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 4,7684.8k $26.4k $26.4k 0.00% Reduced -1.8k -1,845
86 Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio SEOUL, M5 3,9003.9k $21.6k $21.6k 0.00% New
87 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 3,5023.5k $19.4k $19.4k 0.00% Reduced -499 -499
88 Legal & General Group Plc 0.00% of their portfolio London, X0 3,4903.5k $19.3k $19.3k 0.00% Unchanged
89 Marshall & Sterling Wealth Advisors Inc. 0.01% of their portfolio POUGHKEEPSIE, NY 3,0003.0k $16.6k $16.6k 0.01% Unchanged
90 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 2,9833.0k $16.5k $16.5k 0.00% New
91 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 2,2502.2k $12.5k $12.5k 0.00% Added +750 +750
92 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 2,1942.2k $12.2k $12.2k 0.00% Unchanged
93 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 2,0002.0k $11.1k $11.1k 0.00% New
94 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 1,6251.6k $9.0k $9.0k 0.00% Added +290 +290
95 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,3341.3k $7.4k $7.4k 0.00% Added +1.0k +1,006
96 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 1,2271.2k $6.8k $6.8k 0.00% Added +556 +556
97 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 773773 $4.3k $4.3k 0.00% Added +146 +146
98 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 707707 $3.9k $3.9k 0.00% Reduced -1.5k -1,523
99 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 585585 $3.2k $3.2k 0.00% Reduced -451 -451
100 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 490490 $2.7k $2.7k 0.00% Unchanged