— Know what they know.
Not Investment Advice

AIR Institutional Ownership

AAR Corp.
1W: -1.2% 1M: -16.1% 3M: -30.8% YTD: +15.3% 1Y: +13.6% 3Y: +66.6% 5Y: +194.4%
$100.08
+2.74 (+2.81%)
After Hours: $100.01 (-0.07, -0.07%)
Weekly Expected Move ±5.5%
$85 $90 $95 $100 $106
NYSE · Industrials · Aerospace & Defense · Tech Score Strong Sell · Power 38 · $3.9B mcap · 39M float · 1.33% daily turnover · Short 57% of daily vol
Credit Risk of going bust: lower than 55% of companies Debt: 20.0% of company value Bonds: $91.2M held by 124 funds, 151 bp over Treasuries → details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.93 (down 98%), AAR Corp. would be worth roughly what it owes.
Total debt $978.4M against a stock market value of $3.91B.
Distance to default 5.67 (Merton model): prices to 2026-10-26, balance sheet 2026-08-31, debt counted $439.8M (short-term plus half of long-term), stock volatility 44.0%; Altman Z 3.63. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.

Institutional Ownership — AIR

452
Institutional Holders
+37 vs prior quarter
0.0%
Ownership
+0.00pp
$6B
Total Invested
74
New Positions
157
Increased
172
Reduced
40
Closed
1.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (478 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BlackRock, Inc. 6,472,176 $630M +298,133 +4.8% 8Q SEC ↗
2 STATE STREET CORP 2,834,085 $276M +246,464 +9.5% 43Q SEC ↗
3 VANGUARD PORTFOLIO MANAGEMENT LLC 2,182,385 $212M +52,463 +2.5% 2Q SEC ↗
4 DIMENSIONAL FUND ADVISORS LP 1,933,597 $188M -11,092 -0.6% 102Q SEC ↗
5 VANGUARD CAPITAL MANAGEMENT LLC 1,717,998 $167M +21,229 +1.3% 2Q SEC ↗
6 Invesco Ltd. 1,601,129 $156M +207,471 +14.9% 77Q SEC ↗
7 EARNEST PARTNERS LLC 1,252,035 $122M -53,035 -4.1% 19Q SEC ↗
8 Capital Research Global Investors 1,160,069 $113M -63,191 -5.2% 2Q SEC ↗
9 GEODE CAPITAL MANAGEMENT, LLC 1,139,685 $111M +165,351 +17.0% 92Q SEC ↗
10 AMERICAN CENTURY COMPANIES INC 783,011 $76M -45,039 -5.4% 15Q SEC ↗
11 WESTWOOD HOLDINGS GROUP INC 777,449 $76M -171,223 -18.0% 9Q SEC ↗
12 Broad Bay Capital Management, LP 749,675 $73M -68,650 -8.4% 4Q SEC ↗
13 FULLER & THALER ASSET MANAGEMENT, INC. 742,076 $72M +23,986 +3.3% 4Q SEC ↗
14 PRINCIPAL FINANCIAL GROUP INC 633,597 $62M -42,089 -6.2% 83Q SEC ↗
15 BARROW HANLEY MEWHINNEY & STRAUSS LLC 589,454 $57M -32,639 -5.2% 4Q SEC ↗
16 LOOMIS SAYLES & CO L P 582,574 $57M -56,311 -8.8% 14Q SEC ↗
17 CHARLES SCHWAB INVESTMENT MANAGEMENT I 538,063 $52M -7,709 -1.4% 15Q SEC ↗
18 Sixth Street Partners Management Compa NEW 538,063 $52M — +0.0% 1Q SEC ↗
19 EMERALD ADVISERS, LLC 521,919 $51M +76,226 +17.1% 13Q SEC ↗
20 MORGAN STANLEY 474,645 $46M -48,044 -9.2% 60Q SEC ↗
21 Ophir Asset Management Pty Ltd 447,138 $44M -92,834 -17.2% 7Q SEC ↗
22 NORTHERN TRUST CORP 437,857 $43M +36,822 +9.2% 110Q SEC ↗
23 FMR LLC 391,950 $38M +180,487 +85.4% 32Q SEC ↗
24 Nuveen, LLC 386,516 $38M +58,170 +17.7% 6Q SEC ↗
25 WELLINGTON MANAGEMENT GROUP LLP 377,784 $37M -151,160 -28.6% 5Q SEC ↗
26 FRONTIER CAPITAL MANAGEMENT CO LLC 350,441 $34M -76,746 -18.0% 4Q SEC ↗
27 ROYAL BANK OF CANADA 349,085 $34M -111,259 -24.2% 58Q SEC ↗
28 EMERALD MUTUAL FUND ADVISERS TRUST 337,416 $33M +57,159 +20.4% 15Q SEC ↗
29 UBS Group AG 335,105 $33M -118,744 -26.2% 47Q SEC ↗
30 FRANKLIN RESOURCES INC 326,008 $32M -295,258 -47.5% 19Q SEC ↗
31 VANGUARD FIDUCIARY TRUST CO 281,321 $27M +25,492 +10.0% 2Q SEC ↗
32 Bank of New York Mellon Corp 273,026 $27M +1,860 +0.7% 76Q SEC ↗
33 MARSICO CAPITAL MANAGEMENT LLC 253,981 $25M +73,523 +40.7% 5Q SEC ↗
34 OBERWEIS ASSET MANAGEMENT INC 246,325 $24M +1,200 +0.5% 6Q SEC ↗
35 BANK OF AMERICA CORP /DE 235,422 $23M -10,329 -4.2% 15Q SEC ↗
36 Fisher Asset Management, LLC 224,346 $22M -6,224 -2.7% 49Q SEC ↗
37 GAMCO INVESTORS, INC. ET AL 222,856 $22M -4,309 -1.9% 16Q SEC ↗
38 STANSBERRY ASSET MANAGEMENT, LLC 217,472 $21M +46,496 +27.2% 10Q SEC ↗
39 GOLDMAN SACHS GROUP INC 211,620 $21M +9,977 +4.9% 15Q SEC ↗
40 ROYCE & ASSOCIATES LP 199,211 $19M +28,324 +16.6% 25Q SEC ↗
41 NOMURA ASSET MANAGEMENT INTERNATIONAL 194,446 $19M -97,802 -33.5% 3Q SEC ↗
42 SEI INVESTMENTS CO 187,504 $18M -33,649 -15.2% 11Q SEC ↗
43 ENVESTNET ASSET MANAGEMENT INC 185,395 $18M +71,355 +62.6% 23Q SEC ↗
44 FRED ALGER MANAGEMENT, LLC 178,648 $17M -144,463 -44.7% 12Q SEC ↗
45 JANUS HENDERSON GROUP PLC 176,327 $17M -11,043 -5.9% 18Q SEC ↗
46 Jupiter Topco LLC NEW 173,927 $17M — +0.0% 1Q SEC ↗
47 VAN LANSCHOT KEMPEN INVESTMENT MANAGEM 154,518 $15M +22,780 +17.3% 2Q SEC ↗
48 Munro Partners 139,137 $14M +19,912 +16.7% 3Q SEC ↗
49 BESSEMER GROUP INC 137,107 $13M +136,410 +19571.0% 14Q SEC ↗
50 Public Sector Pension Investment Board 134,800 $13M -4,813 -3.4% 68Q SEC ↗

Recent Activity

Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
BlackRock, Inc. +298,133 +4.8% 6,472,176
STATE STREET CORP +246,464 +9.5% 2,834,085
Invesco Ltd. +207,471 +14.9% 1,601,129
FMR LLC +180,487 +85.4% 391,950
GEODE CAPITAL MANAGEMENT, LLC +165,351 +17.0% 1,139,685
BESSEMER GROUP INC +136,410 +19571.0% 137,107
Trexquant Investment LP +104,441 +1678.6% 110,663
EMERALD ADVISERS, LLC +76,226 +17.1% 521,919
MARSICO CAPITAL MANAGEMENT LLC +73,523 +40.7% 253,981
ENVESTNET ASSET MANAGEMENT INC +71,355 +62.6% 185,395
Nuveen, LLC +58,170 +17.7% 386,516
EMERALD MUTUAL FUND ADVISERS TRUST +57,159 +20.4% 337,416
VANGUARD PORTFOLIO MANAGEMENT LLC +52,463 +2.5% 2,182,385
NEUBERGER BERMAN GROUP LLC +49,547 +1200.3% 53,675
STANSBERRY ASSET MANAGEMENT, LLC +46,496 +27.2% 217,472
MILLENNIUM MANAGEMENT LLC +45,780 +268.7% 62,818
AQR CAPITAL MANAGEMENT LLC +41,187 +131.2% 72,571
TWO SIGMA INVESTMENTS, LP +39,039 +177.5% 61,038
NORTHERN TRUST CORP +36,822 +9.2% 437,857
Quantinno Capital Management LP +36,788 +645.9% 42,484
Biggest Decreases (20)
HolderReducedChange %Total Shares
FRANKLIN RESOURCES INC -295,258 -47.5% 326,008
JANE STREET GROUP, LLC -181,937 -91.7% 16,417
WESTWOOD HOLDINGS GROUP INC -171,223 -18.0% 777,449
WELLINGTON MANAGEMENT GROUP LLP -151,160 -28.6% 377,784
FRED ALGER MANAGEMENT, LLC -144,463 -44.7% 178,648
UBS Group AG -118,744 -26.2% 335,105
ROYAL BANK OF CANADA -111,259 -24.2% 349,085
NOMURA ASSET MANAGEMENT INTERNATION -97,802 -33.5% 194,446
Ophir Asset Management Pty Ltd -92,834 -17.2% 447,138
FRONTIER CAPITAL MANAGEMENT CO LLC -76,746 -18.0% 350,441
Broad Bay Capital Management, LP -68,650 -8.4% 749,675
Capital Research Global Investors -63,191 -5.2% 1,160,069
LOOMIS SAYLES & CO L P -56,311 -8.8% 582,574
EARNEST PARTNERS LLC -53,035 -4.1% 1,252,035
MORGAN STANLEY -48,044 -9.2% 474,645
KINGDON CAPITAL MANAGEMENT, L.L.C. -47,500 -47.5% 52,500
RAYMOND JAMES FINANCIAL INC -45,302 -28.0% 116,551
AMERICAN CENTURY COMPANIES INC -45,039 -5.4% 783,011
PRINCIPAL FINANCIAL GROUP INC -42,089 -6.2% 633,597
Squarepoint Ops LLC -38,311 -84.1% 7,237

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms