AIRONasdaqAircraftFiscal year ends December 31
AIRO Group Holdings, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 13, 2026
$5.29−0.01 (-0.19%)
Close on Oct 19, 2026
- Market cap
- $166.48M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
36.0%
11M of 32M shares
Institutional holders
96
20 new, 16 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 13 sales
Net sold $939.96K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Chirinjeev Kathuria | 4,591,388 | 14.60% | 13G (passive) | Jun 30, 2026 |
| Woodline Partners LP | 2,753,067 | 8.50% | 13G (passive) amendment | Sep 30, 2025 |
| Joseph D. Burns | 1,661,356 | 5.30% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AIRO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Woodline Partners LP | 2,786,991 | 8.83% | $20.60M | +33,711 | 0.06% |
| BlackRock, Inc. | 1,300,304 | 4.12% | $9.61M | +172,242 | 0.00% |
| HighTower Advisors, LLC | 970,161 | 3.07% | $7.17M | −7,944 | 0.01% |
| Vanguard Capital Management LLC | 798,086 | 2.53% | $5.90M | −417 | 0.00% |
| Brighton Jones LLC | 683,339 | 2.17% | $5.05M | +1,148 | 0.09% |
| Geode Capital Management, LLC | 449,984 | 1.43% | $3.33M | +52,795 | 0.00% |
| State Street Corp | 380,885 | 1.21% | $2.81M | +66,126 | 0.00% |
| Millennium Management LLC | 375,958 | 1.19% | $2.78M | New | 0.00% |
| Defiance ETFs, LLC | 272,264 | 0.86% | $2.08M | +105,739 | 0.03% |
| Penserra Capital Management LLC | 267,200 | 0.85% | $1.97K | +100,675 | 0.02% |
| Vident Advisory, LLC | 233,540 | 0.74% | $1.73M | −10,059 | 0.01% |
| Aqr Capital Management LLC | 201,612 | 0.64% | $1.49M | +130,532 | 0.00% |
| Renaissance Technologies LLC | 201,091 | 0.64% | $1.49M | New | 0.00% |
| Bank Of America Corp /De/ | 199,985 | 0.63% | $1.48M | −25,845 | 0.00% |
| Goldman Sachs Group Inc | 174,942 | 0.55% | $1.29M | +7,504 | 0.00% |
| Morgan Stanley | 168,948 | 0.54% | $1.25M | +25,195 | 0.00% |
| UBS Group AG | 160,651 | 0.51% | $1.19M | +3,268 | 0.00% |
| Vanguard Portfolio Management LLC | 148,702 | 0.47% | $1.10M | +27,340 | 0.00% |
| Northern Trust Corp | 147,298 | 0.47% | $1.09M | +19,124 | 0.00% |
| LPL Financial LLC | 118,337 | 0.38% | $874.51K | +108,258 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 96 | 11M | 36.0% | 20 / 44 | 19 / 16 | 2M | 1M |
| Q1 2026 | 94 | 10M | 32.2% | 30 / 44 | 13 / 15 | 5M | 2M |
| Q4 2025 | 80 | 8M | 26.6% | 31 / 28 | 13 / 13 | 3M | 2M |
| Q3 2025 | 63 | 8M | 24.7% | 45 / 12 | 4 / 11 | 5M | 0M |
| Q2 2025 | 29 | 4M | 11.4% | 29 / 0 | 0 / 0 | 4M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AIRO | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 662,760 | 2.10% | $4.90M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 569,622 | 1.81% | $4.21M | 0.01% | Jun 30, 2026 |
| Defiance Drone and Modern Warfare ETF | 267,200 | 0.85% | $1.97M | 1.29% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 243,726 | 0.77% | $1.64M | 0.00% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 198,173 | 0.63% | $1.46M | 0.01% | Jun 30, 2026 |
| REX Drone ETF | 189,857 | 0.60% | $1.40M | 1.43% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 116,268 | 0.37% | $859.22K | 0.00% | Jun 30, 2026 |
| Vanguard Russell 2000 Index Fund | 104,992 | 0.33% | $942.83K | 0.01% | May 31, 2026 |
| iShares Micro-Cap ETF | 74,634 | 0.24% | $551.55K | 0.04% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 59,551 | 0.19% | $534.77K | 0.00% | May 31, 2026 |
| Schwab Small-Cap Index Fund | 56,124 | 0.18% | $378.28K | 0.01% | Jul 31, 2026 |
| Schwab U.S. Small-Cap ETF | 49,095 | 0.16% | $440.87K | 0.00% | May 31, 2026 |
| JPMorgan Small Cap Value Fund | 48,798 | 0.15% | $360.62K | 0.03% | Jun 30, 2026 |
| U.S. Small Cap Equity Fund | 40,381 | 0.13% | $272.17K | 0.03% | Jul 31, 2026 |
| Master Small Cap Index Series | 34,807 | 0.11% | $257.22K | 0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| John Uczekaj | President and COO, Director | 537,448 | 1.70% | Sep 4, 2026 |
| Joseph D. Burns | Chief Executive Officer, Director, 10% owner | 1,662,670 | 5.27% | May 26, 2026 |
| Chirinjeev Kathuria | Executive Chairman, Director, 10% owner | 4,591,388 | 14.55% | May 26, 2026 |
| Mariya Pylypiv | Chief Financial Officer | 267,583 | 0.85% | Sep 4, 2026 |
| Sherrie McCandless | Director | 15,486 | 0.05% | Jun 5, 2026 |
| John M. Belcher | Director | 28,162 | 0.09% | Jun 5, 2026 |
| Brian James Nelson | Director | 15,486 | 0.05% | Jun 5, 2026 |
| Elizabeth Ng | Director | 15,486 | 0.05% | Jun 5, 2026 |
| Gregory D. Winfree | Director | 15,486 | 0.05% | Jun 5, 2026 |
| Per Erik Edvard Svehag | Director | 1,070,237 | 3.39% | May 26, 2026 |
| New Generation Aerospace, LLC | 10% owner | 3,650,710 | 11.57% | Sep 16, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Mariya Pylypiv Chief Financial Officer | Sep 2, 2026 | Sale | −8,697 | $7.08 | $61.57K | 267,333 |
| John Uczekaj President and COO, Director | Sep 2, 2026 | Sale | −7,230 | $7.10 | $51.33K | 214,342 |
| Mariya Pylypiv Chief Financial Officer | Aug 14, 2026 | Sale | −17,690 | $9.61 | $170.00K | 277,729 |
| Mariya Pylypiv Chief Financial Officer | Aug 14, 2026 | Sale | −1,699 | $10.86 | $18.45K | 276,030 |
| John Uczekaj President and COO, Director | Aug 14, 2026 | Sale | −15,457 | $9.61 | $148.54K | 223,002 |
| John Uczekaj President and COO, Director | Aug 14, 2026 | Sale | −1,430 | $10.86 | $15.53K | 221,572 |
| Mariya Pylypiv Chief Financial Officer | Aug 13, 2026 | Award | +215,231 | – | – | 295,419 |
| John Uczekaj President and COO, Director | Aug 13, 2026 | Award | +215,231 | – | – | 238,459 |
| John Uczekaj President and COO, Director | Jul 6, 2026 | Sale | −154 | $7.76 | $1.20K | 23,228 |
| Mariya Pylypiv Chief Financial Officer | Jun 17, 2026 | Sale | −30,028 | $7.66 | $230.01K | 80,188 |
| Mariya Pylypiv Chief Financial Officer | Jun 16, 2026 | Award | +60,329 | – | – | 110,216 |
| Gregory D. Winfree Director | Jun 4, 2026 | Award | +11,026 | – | – | 15,486 |
| Elizabeth Ng Director | Jun 4, 2026 | Award | +11,026 | – | – | 15,486 |
| Brian James Nelson Director | Jun 4, 2026 | Award | +11,026 | – | – | 15,486 |
| John M. Belcher Director | Jun 4, 2026 | Award | +11,026 | – | – | 28,162 |
| Sherrie McCandless Director | Jun 4, 2026 | Award | +11,026 | – | – | 15,486 |
| John Uczekaj President and COO, Director | Apr 6, 2026 | Sale | −144 | $8.84 | $1.27K | 23,382 |
| John Uczekaj President and COO, Director | Apr 6, 2026 | Sale | −3,415 | $8.84 | $30.19K | 20,111 |
| John Uczekaj President and COO, Director | Mar 12, 2026 | Sale | −396 | $10.43 | $4.13K | 23,526 |
| Mariya Pylypiv Chief Financial Officer | Mar 12, 2026 | Sale | −20,078 | $10.26 | $206.00K | 49,887 |
| Brian James Nelson Director | Feb 1, 2026 | Award | +4,460 | – | – | 4,460 |
| Elizabeth Ng Director | Feb 1, 2026 | Award | +4,460 | – | – | 4,460 |
| Gregory D. Winfree Director | Feb 1, 2026 | Award | +4,460 | – | – | 4,460 |
| Sherrie McCandless Director | Feb 1, 2026 | Award | +4,460 | – | – | 4,460 |
| John M. Belcher Director | Feb 1, 2026 | Award | +4,460 | – | – | 17,136 |
| John Uczekaj President and COO, Director | Jan 5, 2026 | Sale | −183 | $9.42 | $1.72K | 22,153 |
| Joseph D. Burns Chief Executive Officer, Director, 10% owner | Sep 15, 2025 | Award | +12,232 | – | – | 43,120 |
| Chirinjeev Kathuria Executive Chairman, Director, 10% owner | Sep 15, 2025 | Award | +7,080 | – | – | 940,678 |
| Joseph D. Burns Chief Executive Officer, Director, 10% owner | Sep 15, 2025 | Award | +17,500 | – | – | 47,074 |
| Chirinjeev Kathuria Executive Chairman, Director, 10% owner | Sep 15, 2025 | Award | +10,000 | – | – | 943,598 |
| John Uczekaj President and COO, Director | Sep 15, 2025 | Award | +2,306 | – | – | 22,336 |
| John Uczekaj President and COO, Director | Sep 12, 2025 | Sale | +35,900 | $17.39 | $624.30K | 323,106 |
| John Uczekaj President and COO, Director | Sep 12, 2025 | Sale | −2,225 | $17.39 | $38.69K | 20,030 |
| New Generation Aerospace, LLC 10% owner | Sep 12, 2025 | Sale | −405,634 | $17.39 | $7.05M | 3,650,710 |
| Joseph D. Burns Chief Executive Officer, Director, 10% owner | Sep 12, 2025 | Sale | −179,800 | $17.39 | $3.13M | 1,618,202 |
| Chirinjeev Kathuria Executive Chairman, Director, 10% owner | Sep 12, 2025 | Sale | −103,733 | $17.39 | $1.80M | 933,598 |
| Chirinjeev Kathuria Executive Chairman, Director, 10% owner | Sep 12, 2025 | Sale | −405,634 | $17.39 | $7.05M | 3,650,710 |
| John Uczekaj President and COO, Director | Jul 1, 2025 | Other | −22,631 | – | – | 30,127 |
| John Uczekaj President and COO, Director | Jul 1, 2025 | Tax withholding | −7,872 | $22.25 | $175.15K | 22,255 |
| Joseph D. Burns Chief Executive Officer, Director, 10% owner | Jun 30, 2025 | Other | +1,314 | – | – | 1,314 |
| John Uczekaj President and COO, Director | Jun 30, 2025 | Other | +1,769 | – | – | 1,769 |
| John Uczekaj President and COO, Director | Jun 30, 2025 | Other | +149 | – | – | 52,758 |
| Mariya Pylypiv Chief Financial Officer | Jun 16, 2025 | Award | +19,965 | – | – | 19,965 |
| Mariya Pylypiv Chief Financial Officer | Jun 16, 2025 | Conversion | +250 | – | – | 250 |
| Mariya Pylypiv Chief Financial Officer | Jun 16, 2025 | Award | +30,000 | – | – | 32,500 |
| Mariya Pylypiv Chief Financial Officer | Jun 16, 2025 | Award | +50,000 | – | – | 82,500 |
| Mariya Pylypiv Chief Financial Officer | Jun 16, 2025 | Conversion | +2,500 | – | – | 2,500 |
| Joseph D. Burns Chief Executive Officer, Director, 10% owner | Jun 16, 2025 | Conversion | +14,697 | – | – | 29,574 |
| Joseph D. Burns Chief Executive Officer, Director, 10% owner | Jun 16, 2025 | Conversion | +2,500 | – | – | 1,799,502 |
| Joseph D. Burns Chief Executive Officer, Director, 10% owner | Jun 16, 2025 | Conversion | +14,877 | – | – | 14,877 |
| John Uczekaj President and COO, Director | Jun 16, 2025 | Other | +51,309 | – | – | 52,609 |
| John Uczekaj President and COO, Director | Jun 16, 2025 | Conversion | +2,500 | – | – | 359,006 |
| John Uczekaj President and COO, Director | Jun 16, 2025 | Conversion | +1,300 | – | – | 1,300 |
| Chirinjeev Kathuria Executive Chairman, Director, 10% owner | Jun 16, 2025 | Conversion | +33,995 | – | – | 4,056,344 |
| New Generation Aerospace, LLC 10% owner | Jun 16, 2025 | Conversion | +33,995 | – | – | 4,056,344 |
| Per Erik Edvard Svehag Director | Jun 12, 2025 | Award | +546,173 | – | – | 1,070,237 |
| Joseph D. Burns Chief Executive Officer, Director, 10% owner | Jun 9, 2025 | Conversion | +1,000 | – | – | 1,798,002 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.