MAIRNYSEIndustrial & Commercial Fans & Blowers & Air Purifing EquipFiscal year ends December 31
Madison Air Solutions Corp
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 30, 2026
$23.18−0.16 (-0.69%)
Close on Oct 19, 2026
- Market cap
- $10.99B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
24.4%
122M of 502M shares
Institutional holders
156
156 new, 0 sold out
Net institutional buying
122M
In Q2 2026
Insider trades, 12 months
2 buys · 0 sales
Net bought $219.56M
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Durable Capital Partners LP | 9,259,259 | 5.20% | 13G (passive) | Apr 16, 2026 |
| Ernesto Bertarelli | 44,841,071 | 25.30% | 13G (passive) | May 15, 2026 |
| Larry Gies | 336,679,321 | 67.10% | 13G (passive) | Jun 30, 2026 |
| FMR LLC | 14,084,999 | 8.00% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MAIR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| FMR LLC | 14,084,999 | 2.81% | $549.31M | New | 0.02% |
| Durable Capital Partners LP | 10,196,486 | 2.03% | $397.66M | New | 3.87% |
| Invesco Ltd. | 7,804,925 | 1.56% | $304.39M | New | 0.02% |
| BlackRock, Inc. | 7,501,231 | 1.50% | $292.55M | New | 0.00% |
| Schf (Gpe), LLC | 7,407,407 | 1.48% | $288.89M | New | 11.64% |
| Citadel Advisors LLC | 6,448,221 | 1.29% | $251.48M | New | 0.03% |
| Morgan Stanley | 5,793,130 | 1.15% | $225.93M | New | 0.01% |
| Pictet Asset Management Holding SA | 4,434,713 | 0.88% | $172.95M | New | 0.17% |
| Zimmer Partners, LP | 4,150,810 | 0.83% | $161.88M | New | 3.73% |
| Forest Avenue Capital Management LP | 4,061,688 | 0.81% | $158.41M | New | 6.65% |
| Vanguard Capital Management LLC | 3,712,618 | 0.74% | $144.79M | New | 0.00% |
| Lord, Abbett & Co. LLC | 3,191,389 | 0.64% | $124.46K | New | 0.36% |
| Vanguard Portfolio Management LLC | 3,065,402 | 0.61% | $119.55M | New | 0.01% |
| Price T Rowe Associates Inc /Md/ | 2,990,284 | 0.60% | $116.62K | New | 0.01% |
| XN LP | 2,630,403 | 0.52% | $102.59M | New | 2.70% |
| T. Rowe Price Investment Management, Inc. | 2,446,203 | 0.49% | $95.40K | New | 0.06% |
| Healthcare Of Ontario Pension Plan Trust Fund | 2,443,131 | 0.49% | $95.28M | New | 0.13% |
| Merewether Investment Management, LP | 1,943,728 | 0.39% | $75.81M | New | 1.43% |
| Alyeska Investment Group, L.P. | 1,728,497 | 0.34% | $67.41M | New | 0.17% |
| ExodusPoint Capital Management, LP | 1,328,988 | 0.26% | $51.83M | New | 0.33% |
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 | 156 | 122M | 24.4% | 156 / 0 | 0 / 0 | 122M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of MAIR | Value | % of fund | As of |
|---|---|---|---|---|---|
| Fidelity Contrafund | 3,644,772 | 0.73% | $142.15M | 0.08% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 2,612,541 | 0.52% | $101.89M | 0.00% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,884,318 | 0.38% | $73.49M | 0.04% | Jun 30, 2026 |
| Fidelity Growth Company Fund | 1,612,800 | 0.32% | $70.11M | 0.07% | May 31, 2026 |
| Lord Abbett Growth Leaders Fund | 1,397,726 | 0.28% | $40.62M | 0.55% | Jul 31, 2026 |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | 1,305,563 | 0.26% | $50.92M | 0.22% | Jun 30, 2026 |
| Baron Real Estate Fund | 1,129,771 | 0.23% | $44.06M | 1.92% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 1,087,696 | 0.22% | $42.42M | 0.09% | Jun 30, 2026 |
| iShares Large Cap Core Active ETF | 1,038,678 | 0.21% | $30.18M | 0.47% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 1,013,778 | 0.20% | $39.54M | 0.04% | Jun 30, 2026 |
| Fidelity Blue Chip Growth Fund | 831,597 | 0.17% | $24.17M | 0.02% | Jul 31, 2026 |
| Fidelity Contrafund K6 | 766,270 | 0.15% | $29.88M | 0.08% | Jun 30, 2026 |
| Lord Abbett Bond Debenture Fund Inc | 587,791 | 0.12% | $22.92M | 0.10% | Jun 30, 2026 |
| Morgan Stanley Discovery Portfolio | 569,807 | 0.11% | $22.22M | 1.78% | Jun 30, 2026 |
| BlackRock Mid-Cap Growth Equity Portfolio | 537,385 | 0.11% | $23.36M | 0.42% | May 29, 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 |
|---|---|---|---|---|
| Jill S. Wyant | Chief Executive Officer, Director | 3,472,415 | 0.69% | Jun 23, 2026 |
| Leah Larson | Group President Air Mvmt/Heat | 181,331 | 0.04% | Aug 25, 2026 |
| David M. Wisniewski | Chief Accounting Officer | 19,808 | 0.00% | Jul 16, 2026 |
| John Joseph V. Foley | Chief Financial Officer | 1,641,786 | 0.33% | Jun 23, 2026 |
| Dale Philippi | President & CEO of AprilAire | 233,613 | 0.05% | May 19, 2026 |
| Quan Nguyen | See Remarks | 137,515 | 0.03% | Apr 16, 2026 |
| Kristina L. Paschall | Chief Information Officer | 63,446 | 0.01% | Apr 16, 2026 |
| Graeme Moir | See Remarks | 68,958 | 0.01% | Apr 16, 2026 |
| Michael Kenning | See Remarks | 34,899 | 0.01% | Apr 16, 2026 |
| Karin Overstreet | See Remarks | 337,717 | 0.07% | Apr 16, 2026 |
| Jeffrey Krautkramer | Chief Human Resources Officer | 219,037 | 0.04% | Apr 16, 2026 |
| John Lavorato | General Counsel | – | – | Apr 16, 2026 |
| Russell Toney | See Remarks | 376,887 | 0.08% | Apr 16, 2026 |
| Industries Holdings LLC Madison | Director, 10% owner | – | – | Aug 27, 2026 |
| Larry Gies | Director, 10% owner | 12,014,417 | 2.39% | Aug 27, 2026 |
| Force Andrew Hudson La III | Director | 36,713 | 0.01% | Aug 26, 2026 |
| George Nolen | Director | 5,077 | 0.00% | Jun 29, 2026 |
| Armada LP KC | 10% owner | 44,841,071 | 8.94% | Aug 27, 2026 |
| Ernesto Bertarelli | 10% owner | 53,611,595 | 10.69% | Aug 27, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Larry Gies Director, 10% owner | Aug 25, 2026 | Award | +12,014,417 | $24.97 | $300.00M | 12,014,417 |
| Larry Gies Director, 10% owner | Aug 25, 2026 | Award | +12,815,378 | $24.97 | $320.00M | 12,815,378 |
| Ernesto Bertarelli 10% owner | Aug 25, 2026 | Buy | +8,770,524 | $24.97 | $219.00M | 46,387,522 |
| Force Andrew Hudson La III Director | Aug 25, 2026 | Buy | +20,000 | $27.84 | $556.80K | 36,713 |
| Leah Larson Group President Air Mvmt/Heat | Aug 21, 2026 | Tax withholding | −20,518 | $26.25 | $538.60K | 181,331 |
| David M. Wisniewski Chief Accounting Officer | Jul 15, 2026 | Award | +19,808 | – | – | 19,808 |
| Force Andrew Hudson La III Director | Jun 25, 2026 | Award | +5,711 | – | – | 16,713 |
| George Nolen Director | Jun 25, 2026 | Award | +5,077 | – | – | 5,077 |
| John Joseph V. Foley Chief Financial Officer | Jun 23, 2026 | Tax withholding | −21,143 | $38.13 | $806.18K | 1,641,786 |
| Jill S. Wyant Chief Executive Officer, Director | Jun 23, 2026 | Tax withholding | −93,618 | $38.13 | $3.57M | 3,472,415 |
| Jill S. Wyant Chief Executive Officer, Director | Jun 16, 2026 | Tax withholding | −167,516 | $39.02 | $6.54M | 3,566,033 |
| Dale Philippi President & CEO of AprilAire | May 18, 2026 | Award | +18,293 | – | – | 233,613 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.