LNZANasdaqIndustrial Organic ChemicalsFiscal year ends December 31Also trades as LNZAW
LanzaTech Global, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 14, 2026
$4.90+0.28 (+6.06%)
Close on Oct 19, 2026
- Market cap
- $57.14M
- P/E (TTM)
- 0.3
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
2M
Shares held, 13F filers
Institutional holders
40
21 new, 2 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
2 buys · 0 sales
Net bought $4.30M
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 |
|---|---|---|---|---|
| Carbon Direct Capital Management LLC | 44,968,002 | 18.50% | 13D (active) amendment | Apr 3, 2025 |
| Guardians of New Zealand Superannuation | 1,302,492 | 12.90% | 13G (passive) amendment | Mar 31, 2026 |
| Tindall Stephen Robert | 1,215,528 | 9.30% | 13G (passive) | Jan 21, 2026 |
| Vinod Khosla | 11,478,998 | 64.20% | 13D (active) amendment | May 7, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of LNZA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Highbridge Capital Management LLC | 458,904 | – | $3.13M | New | 0.08% |
| Vanguard Capital Management LLC | 453,019 | – | $3.09M | +370,546 | 0.00% |
| BlackRock, Inc. | 255,164 | – | $1.74M | +244,442 | 0.00% |
| Polar Asset Management Partners Inc. | 247,945 | – | $1.69M | New | 0.03% |
| Citadel Advisors LLC | 194,460 | – | $1.33M | New | 0.00% |
| Novo Holdings A/S | 158,148 | – | $1.08M | – | 0.06% |
| Geode Capital Management, LLC | 98,612 | – | $672.70K | +53,780 | 0.00% |
| Millennium Management LLC | 52,131 | – | $355.53K | New | 0.00% |
| Alliancebernstein L.P. | 42,320 | – | $677.54K | New | 0.00% |
| State Street Corp | 32,602 | – | $222.35K | +22,100 | 0.00% |
| Vanguard Fiduciary Trust Co | 32,248 | – | $219.93K | +11,991 | 0.00% |
| Northern Trust Corp | 22,483 | – | $153.33K | New | 0.00% |
| New York State Common Retirement Fund | 13,800 | – | $94.12K | New | 0.00% |
| XTX Topco Ltd | 13,226 | – | $90.20K | New | 0.00% |
| Goldman Sachs Group Inc | 12,250 | – | $83.55K | New | 0.00% |
| UBS Group AG | 10,785 | – | $73.55K | +9,720 | 0.00% |
| Vanguard Portfolio Management LLC | 10,465 | – | $71.37K | New | 0.00% |
| Morgan Stanley | 6,432 | – | $43.87K | +6,429 | 0.00% |
| SBI Securities Co., Ltd. | 3,029 | – | $20.66K | +45 | 0.00% |
| Barclays PLC | 1,779 | – | $12.13K | New | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 40 | 2M | 21 / 11 | 3 / 2 | 2M | 0M |
| Q1 2026 | 22 | 0M | 5 / 4 | 5 / 3 | 0M | 0M |
| Q4 2025 | 21 | 0M | 1 / 6 | 9 / 7 | 0M | 0M |
| Q3 2025 | 27 | 0M | 26 / 0 | 1 / 0 | 0M | 0M |
| Q2 2025 | 1 | 0M | 1 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of LNZA | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 292,684 | – | $2.00M | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 69,588 | – | $474.59K | 0.00% | Jun 30, 2026 |
| Multimanager Aggressive Equity Portfolio | 37,800 | – | $257.80K | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 23,147 | – | $157.86K | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 18,040 | – | $111.13K | 0.00% | May 31, 2026 |
| Fidelity Small Cap Index Fund | 17,416 | – | $96.14K | 0.00% | Jul 31, 2026 |
| Fidelity Nasdaq Composite Index Fund | 6,556 | – | $40.38K | 0.00% | May 31, 2026 |
| Nuveen Small Cap Blend Index Fund | 6,077 | – | $33.55K | 0.00% | Jul 31, 2026 |
| Fidelity Total Market Index Fund | 5,789 | – | $35.66K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 5,218 | – | $32.14K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 4,331 | – | $29.54K | 0.00% | Jun 30, 2026 |
| EQ/Small Company Index Portfolio | 2,260 | – | $15.41K | 0.00% | Jun 30, 2026 |
| EQ/AB Small Cap Growth Portfolio | 2,260 | – | $15.41K | 0.00% | Jun 30, 2026 |
| U.S. Vector Equity Portfolio | 2,172 | – | $11.99K | 0.00% | Jul 31, 2026 |
| Fidelity Small Cap Growth Index Fund | 1,487 | – | $10.14K | 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 | Latest filing |
|---|---|---|---|
| Maryann Maas | Interim GC-Corp. Secretary | – | May 28, 2026 |
| Sushmita Koyanagi | Chief Financial Officer | – | Jan 26, 2026 |
| Michael Edward Heraty | Chief Accounting Officer | – | Jun 23, 2025 |
| Justin D. Pugh | Interim CFO | – | Mar 13, 2025 |
| Jill Kathleen Frizzley | Director | – | Apr 28, 2025 |
| Reyad Mohamed Ali Fezzani | Director | – | Jan 29, 2025 |
| Thierry Pilenko | Director | – | Jan 13, 2025 |
| ONE W. ONE (NO 3) Ltd K | 10% owner | 1,191,877 | Jul 23, 2026 |
| Stephen Robert Tindall | 10% owner | 1,215,528 | Jul 23, 2026 |
| of New Zealand Superannuation Guardians | 10% owner | 1,302,492 | Feb 18, 2026 |
| Vinod Khosla | 10% owner | 17,554,330 | Jan 29, 2026 |
| Direct Capital Management LLC Carbon | 10% owner | – | Apr 3, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| of New Zealand Superannuation Guardians 10% owner | Jan 21, 2026 | Buy | +109,858 | – | – | 1,302,492 |
| of New Zealand Superannuation Guardians 10% owner | Jan 21, 2026 | Buy | +860,000 | $5.00 | $4.30M | 1,192,634 |
| Vinod Khosla 10% owner | Jan 21, 2026 | Conversion | +3,250,322 | – | – | 3,678,998 |
| Calad Aura Maria Cuellar President | May 2, 2024 | Option exercise | +10,000 | – | – | 10,000 |
| Calad Aura Maria Cuellar President | May 2, 2024 | Tax withholding | −2,948 | $2.87 | $8.46K | 7,052 |
| Julie Zarraga EVP, Engineering | Mar 6, 2024 | Tax withholding | −3,460 | $3.24 | $11.21K | 6,540 |
| Julie Zarraga EVP, Engineering | Mar 6, 2024 | Option exercise | +10,000 | – | – | 10,000 |
| Zarath Summers Chief Science Officer | Mar 6, 2024 | Option exercise | +45,086 | – | – | 45,086 |
| Zarath Summers Chief Science Officer | Mar 6, 2024 | Tax withholding | −14,459 | $3.24 | $46.85K | 30,627 |
| Chad Thompson Chief People Officer | Mar 6, 2024 | Tax withholding | −7,413 | $3.24 | $24.02K | 17,587 |
| Chad Thompson Chief People Officer | Mar 6, 2024 | Option exercise | +25,000 | – | – | 25,000 |
| Geoffrey Trukenbrod Chief Financial Officer | Mar 6, 2024 | Tax withholding | −7,238 | $3.24 | $23.45K | 16,095 |
| Geoffrey Trukenbrod Chief Financial Officer | Mar 6, 2024 | Option exercise | +23,333 | – | – | 23,333 |
| Johanna Haggstrom VP, Chemicals & HC Fuels Tech | Mar 6, 2024 | Tax withholding | −2,965 | $3.24 | $9.61K | 7,035 |
| Johanna Haggstrom VP, Chemicals & HC Fuels Tech | Mar 6, 2024 | Option exercise | +10,000 | – | – | 10,000 |
| Michael Kopke Chief Innovation Officer | Mar 6, 2024 | Option exercise | +36,666 | – | – | 66,874 |
| Michael Kopke Chief Innovation Officer | Mar 6, 2024 | Tax withholding | −12,102 | $3.24 | $39.21K | 54,772 |
| Joseph Blasko General Counsel | Mar 6, 2024 | Tax withholding | −4,884 | $3.24 | $15.82K | 11,782 |
| Joseph Blasko General Counsel | Mar 6, 2024 | Option exercise | +16,666 | – | – | 16,666 |
| Carl Wolf Chief Operating Officer | Mar 6, 2024 | Option exercise | +10,000 | – | – | 21,916 |
| Carl Wolf Chief Operating Officer | Mar 6, 2024 | Tax withholding | −3,460 | $3.24 | $11.21K | 18,456 |
| Jennifer Holmgren Chief Executive Officer, Director | Mar 6, 2024 | Option exercise | +100,000 | – | – | 3,254,003 |
| Jennifer Holmgren Chief Executive Officer, Director | Mar 6, 2024 | Tax withholding | −29,300 | $3.24 | $94.93K | 3,224,703 |
| Robert Conrado EVP, Eng. Design & Development | Mar 6, 2024 | Tax withholding | −4,040 | $3.24 | $13.09K | 12,522 |
| Robert Conrado EVP, Eng. Design & Development | Mar 6, 2024 | Option exercise | +10,000 | – | – | 16,562 |
| George Dimitrov Vice President, Finance | Mar 6, 2024 | Tax withholding | −15,215 | $3.24 | $49.30K | 31,451 |
| George Dimitrov Vice President, Finance | Mar 6, 2024 | Option exercise | +46,666 | – | – | 46,666 |
| Freya Burton Chief Sustainability Officer | Mar 6, 2024 | Option exercise | +10,000 | – | – | 43,346 |
| Freya Burton Chief Sustainability Officer | Mar 6, 2024 | Tax withholding | −3,500 | $3.24 | $11.34K | 39,846 |
| Freya Burton Chief Sustainability Officer | Mar 6, 2024 | Option exercise | +10,000 | – | – | 10,000 |
| Steven F. Stanley Chief Commercial Officer | Mar 6, 2024 | Option exercise | +13,333 | – | – | 13,333 |
| Steven F. Stanley Chief Commercial Officer | Mar 6, 2024 | Tax withholding | −3,851 | $3.24 | $12.48K | 9,482 |
| Freya Burton Chief Sustainability Officer | Mar 5, 2024 | Sale(10b5-1 plan) | −50,225 | $3.24 | $162.73K | 0 |
| Freya Burton Chief Sustainability Officer | Mar 5, 2024 | Option exercise | +50,225 | $1.60 | $80.36K | 50,225 |
| Freya Burton Chief Sustainability Officer | Mar 4, 2024 | Sale(10b5-1 plan) | −37,268 | $3.15 | $117.39K | 0 |
| Freya Burton Chief Sustainability Officer | Mar 4, 2024 | Option exercise | +37,268 | $1.60 | $59.63K | 37,268 |
| Gary E. Rieschel Director | Feb 8, 2024 | Option exercise | +20,000 | – | – | 20,000 |
| Dorri McWhorter Director | Feb 8, 2024 | Option exercise | +20,000 | – | – | 20,000 |
| Barbara M. Byrne Director | Feb 8, 2024 | Option exercise | +20,000 | – | – | 20,000 |
| Nigel Gormly Director | Feb 8, 2024 | Option exercise | +20,000 | – | – | 20,000 |
| James A. Messina Director | Feb 8, 2024 | Option exercise | +20,000 | – | – | 504,924 |
| James A. Messina Director | Dec 7, 2023 | Option exercise | +484,924 | $1.60 | $775.88K | 484,924 |
| Robert Conrado EVP, Eng. Design & Development | Aug 29, 2023 | Option exercise | +6,562 | $1.60 | $10.50K | 6,562 |
| Jennifer Holmgren Chief Executive Officer, Director | Feb 8, 2023 | Tax withholding | −529,158 | $10.00 | $5.29M | 3,154,003 |
| Nimesh Patel Director | Feb 8, 2023 | Other | −510,217 | – | – | 318,148 |
| Nimesh Patel Director | Feb 8, 2023 | Award | +50,000 | $10.00 | $500.00K | 318,148 |
| Carl Wolf Chief Operating Officer | Feb 8, 2023 | Award | +11,916 | – | – | 11,916 |
| Freya Burton Chief Sustainability Officer | Feb 8, 2023 | Award | +33,346 | – | – | 33,346 |
| Jennifer Holmgren Chief Executive Officer, Director | Feb 8, 2023 | Award | +3,683,161 | – | – | 3,683,161 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Burton Mark Officer | Mar 4, 2024 | 87,493 | $290.48K | Mar 4, 2024 | Exercise of Stock Options |