13FPulse
FT

FTAI FTAI Aviation Ltd.

2026Q2 · CUSIP G3730V105 · Sector: Other

Piling in

Net holder growth ranks near the top of the market

Funds that own it
664
Institutions that reported holding it to the SEC
Net increase in holders
+55
Last quarter 609 → now 664
How unusual is that
Top 5%
Stronger buying than 95% of US stocks
What the filings say, in one paragraph

664 funds held FTAI at the end of 2026Q2, up 55 from the quarter before. That is stronger buying than 95.4% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $3.1B(YoY +45.3%), return on equity is 122.8%. FTAI has had 10 buying rushes in its history. It sits in the Other sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2023Q1: holders=195 2023Q2: holders=224 2023Q3: holders=221 2023Q4: holders=241 2024Q1: holders=280 2024Q2: holders=321 2024Q3: holders=387 2024Q4: holders=454 2025Q1: holders=415 2025Q2: holders=423 2025Q3: holders=475 2025Q4: holders=514 2026Q1: holders=609 2026Q2: holders=664 -95 -47.5 +0 +47.5 +95 175437698 23Q123Q223Q323Q424Q124Q224Q324Q425Q125Q225Q325Q426Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 10 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5%
2026Q1 Top 5%
2025Q4 Top 20%
2025Q3 Top 5%
2024Q4 Top 10%
2024Q3 Top 5%
2024Q2 Top 5%
2024Q1 Top 10%
2023Q2 Top 10%
2023Q1 Top 5%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
258
Change in large funds
+33
Total value they hold
$26.3B
Funds buying for the first time
143
Funds that sold out entirely
88
Price change that quarter
Funds holding puts (bearish)
17
Funds holding calls (bullish)
20

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
EPS (TTM)
$4.58
EPS YoY
+12.5%
Revenue (TTM)
$3.1B
Revenue YoY
+45.3%
Net margin
15.9%
ROE
122.8%
Debt ratio
91.0%
FCF (TTM)
-$480M
Dividend (TTM)
$1.70
Quarterly Revenue & EPS
2021-09-30: EPS 465.38 2021-12-31: EPS -465.31 2022-03-31: EPS -2.30 2022-06-30: EPS 0.11 2022-09-30: EPS 558.92 2022-12-31: EPS -558.12 2023-03-31: EPS 0.22 2023-06-30: EPS 0.46 2023-09-30: EPS 0.33 2023-12-31: EPS 1.10 2024-03-31: EPS 0.31 2024-06-30: EPS -2.26 2024-09-30: EPS 0.76 2024-12-31: EPS 0.87 2025-03-31: EPS 0.87 2025-06-30: EPS 1.57 2025-09-30: EPS 1.10 2025-12-31: EPS 1.06 2026-03-31: EPS 1.29 2026-06-30: EPS 1.13 0M 477M 953M $M -613.93 0.44 614.81 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

Quarterly free cash flow
-189M-71M48M 20162017201820192020202120222023202420252026
Latest quarter $-167M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.