Transportation By Air - Latest Institutional Ownership Updates

This table shows recent investment for the industry. A lot of people consider institutional money to be "smart money" since they tend to be well-informed and have dedicated research teams. So, tracking the filings of institutions can be considered a proxy for institutional sentiment. If you see a number of institutions accumulating shares, for example, that might be considered a positive signal.

File Date Form Target Company Investor Prior Shares Current Shares Change
(Percent)
2025-09-02 13F-HR FDX / FedEx Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 162 0 -100.00
2025-09-02 13F-HR FDX / FedEx Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 162 162 0.00
2025-09-02 13F-HR/A DAL / Delta Air Lines Harwood Advisory Group, LLC 250 0 -100.00
2025-09-02 13F-HR/A UAL / United Airlines Holdings Harwood Advisory Group, LLC 8 8 0.00
2025-09-02 13F-HR/A LUV / Southwest Airlines Harwood Advisory Group, LLC 5 5 0.00
2025-09-02 13F-HR FDX / FedEx Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0 711
2025-09-02 13F-HR FDX / FedEx Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 5,612 162 -97.11
2025-09-02 13F-HR FDX / FedEx Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 20
2025-09-02 13F-HR FDX / FedEx Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 850 987 16.12
2025-09-02 13F-HR/A FDX / FedEx Harwood Advisory Group, LLC 19 101 431.58
2025-09-02 13F-HR FDX / FedEx Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 711 850 19.55
2025-09-02 13F-HR FDX / FedEx Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 20 5,612 27,960.00
2025-09-02 13F-HR FDX / FedEx Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 162 162 0.00
2025-09-02 13F-HR/A FDX / FedEx Aegon Asset Management Uk Plc 11,836 13,845 16.97
2025-09-02 13F-HR/A AAL / American Airlines Group Harwood Advisory Group, LLC 134 134 0.00
2025-08-29 NPORT-P AAL / American Airlines Group SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 4,400 4,400 0.00
2025-08-29 NPORT-P AAL / American Airlines Group SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 12,202 12,202 0.00
2025-08-29 13F-HR AAL / American Airlines Group Centaurus Financial, Inc. 0 16,250
2025-08-29 NPORT-P AAL / American Airlines Group JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 106,859 107,676 0.76
2025-08-29 13F-HR AAL / American Airlines Group Evolution Wealth Management Inc. 20
2025-08-29 NPORT-P AAL / American Airlines Group EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 240,104 239,778 -0.14
2025-08-29 NPORT-P AAL / American Airlines Group STXV - EA Series Trust - Strive 1000 Value ETF 681 642 -5.73
2025-08-29 NPORT-P AAL / American Airlines Group MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 13,800 38,460 178.70
2025-08-29 NPORT-P ALK / Alaska Air Group JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 49,233 47,479 -3.56
2025-08-29 NPORT-P ALK / Alaska Air Group MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 282 306 8.51
2025-08-29 NPORT-P JBLU / JetBlue Airways STXK - EA Series Trust - Strive Small-Cap ETF 2,453 2,537 3.42
2025-08-29 NPORT-P AAL / American Airlines Group JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 263,031 257,945 -1.93
2025-08-29 NPORT-P AAL / American Airlines Group GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 8,729 8,729 0.00
2025-08-29 NPORT-P JBLU / JetBlue Airways BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 1,366,987 1,440,284 5.36
2025-08-29 13F-HR AAL / American Airlines Group Total Investment Management Inc 0 1,038
2025-08-29 NPORT-P ALK / Alaska Air Group STXM - EA Series Trust - Strive Mid-Cap ETF 145 153 5.52
2025-08-29 13F-HR ALK / Alaska Air Group Total Investment Management Inc 1,229
2025-08-29 NPORT-P ALK / Alaska Air Group JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 20,001 19,819 -0.91
2025-08-29 NPORT-P ALK / Alaska Air Group JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 6,461 11,606 79.63
2025-08-29 NPORT-P ALK / Alaska Air Group STXG - EA Series Trust - Strive 1000 Growth ETF 64 64 0.00
2025-08-29 NPORT-P ALK / Alaska Air Group DHMAX - DIAMOND HILL FUNDS - Diamond Hill Small-Mid Cap Fund Class A 206,933 111,110 -46.31
2025-08-29 NPORT-P ALK / Alaska Air Group MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 6,880 6,880 0.00
2025-08-29 NPORT-P ALK / Alaska Air Group STXV - EA Series Trust - Strive 1000 Value ETF 43 43 0.00
2025-08-29 NPORT-P ALK / Alaska Air Group SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 912 912 0.00
2025-08-29 NPORT-P ALK / Alaska Air Group SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 3,915 3,915 0.00
2025-08-29 NPORT-P ALK / Alaska Air Group DHPAX - DIAMOND HILL FUNDS - Diamond Hill Mid Cap Fund Class A 35,920 9,800 -72.72
2025-08-29 NPORT-P ALK / Alaska Air Group JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 2,026 2,047 1.04
2025-08-29 NPORT-P ALK / Alaska Air Group QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund 157
2025-08-29 NPORT-P AIRTP / Air T, Inc. - Preferred Stock BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 529 529 0.00
2025-08-29 NPORT-P JBLU / JetBlue Airways OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 34,889 34,641 -0.71
2025-08-29 NPORT-P JBLU / JetBlue Airways JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 44,719 47,864 7.03
2025-08-29 NPORT-P JBLU / JetBlue Airways MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 8,972 9,758 8.76
2025-08-29 NPORT-P JBLU / JetBlue Airways JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 22,528 42,438 88.38
2025-08-29 NPORT-P JBLU / JetBlue Airways JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 60,246 61,830 2.63
2025-08-29 NPORT-P JBLU / JetBlue Airways JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 5,620 6,062 7.86
2025-08-29 13F-HR JBLU / JetBlue Airways Total Investment Management Inc 0 1,885