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DaveManuel.com · Institutional Ownership · Who Owns It

ISPIRE TECHNOLOGY INC (ISPR)

Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.

48
Reporting holders
$4.8M
Reported value
1.0%
Calls
0.0%
Puts
-15
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Yong Rong (HK) Asset Management Ltd$1.7M1,504,1471.42%13qHELD
Potomac Capital Management, Inc.$670.4K598,6000.46%newNEW
BlackRock, Inc.$458.8K409,6100.00%8q-67.4%-$948.3K
GEODE CAPITAL MANAGEMENT, LLC$291.9K260,4860.00%13q-47.5%-$264.5K
MILLENNIUM MANAGEMENT LLC$291.2K260,0410.00%newNEW
VANGUARD CAPITAL MANAGEMENT LLC$221.5K197,7240.00%2qHELD
GOLDMAN SACHS GROUP INC$160.8K143,5500.00%9q+113.2%+$85.4K
JANE STREET GROUP, LLC$142.7K127,4450.00%newNEW
SUSQUEHANNA INTERNATIONAL GROUP, LLP$122.4K
incl. $17.7K options CALL
93,4470.00%3qHELD
AQR CAPITAL MANAGEMENT LLC$118.6K105,8960.00%5q+102.8%+$60.1K
VANGUARD FIDUCIARY TRUST CO$113.2K101,0350.00%2q-13.6%-$17.8K
STATE STREET CORP$72.2K64,4690.00%13q-81.3%-$313.4K
Point72 Asset Management, L.P.$65.8K58,7690.00%newNEW
NORTHERN TRUST CORP$50.4K45,0180.00%13q-70.3%-$119.1K
MORGAN STANLEY$45.2K40,3610.00%13q-47.4%-$40.7K
Qube Research & Technologies Ltd$40.8K36,4670.00%newNEW
UBS Group AG$35.7K31,8390.00%13q-63.6%-$62.2K
Centiva Capital, LP$32.5K28,9780.00%2q+17.2%+$4.8K
Independent Advisor Alliance$22.4K20,0000.00%newNEW
Squarepoint Ops LLC$16.1K14,3830.00%newNEW
CITADEL ADVISORS LLC$15.3K CALLoptions only0.00%11qOPTIONS
IMC-Chicago, LLC$15.1K CALLoptions only0.00%newOPTIONS
RENAISSANCE TECHNOLOGIES LLC$14.6K13,0000.00%3q+4.8%
IEQ CAPITAL, LLC$13.2K11,8040.00%newNEW
Virtu Financial LLC$13.0K11,6810.00%newNEW
Vanguard Global Advisers, LLC$8.6K7,6940.00%2qHELD
OSAIC HOLDINGS, INC.$5.6K5,0000.00%6q+107.4%+$2.9K
Tower Research Capital LLC (TRC)$5.3K4,7030.00%13q-34.6%-$2.8K
FMR LLC$3.4K3,0600.00%13q-70.0%-$8.0K
ROYAL BANK OF CANADA$3.0K3,1420.00%13q+47.2%
BNP PARIBAS FINANCIAL MARKETS$2.4K2,1730.00%7q-64.7%-$4.5K
GROUP ONE TRADING LLC$2.0K1,7760.00%4q-40.9%-$1.4K
Arax Advisory Partners$1.9K1,6920.00%4q+56300.0%+$1.9K
BARCLAYS PLC$1.1K9420.00%13q-74.0%-$3.0K
PNC Financial Services Group, Inc.$6045390.00%5q+245.5%
JPMORGAN CHASE & CO$4653840.00%13q-95.2%-$9.3K
Russell Investments Group, Ltd.$4554060.00%4q-80.7%-$1.9K
Allworth Financial LP$3873450.00%4q+372.6%
EverSource Wealth Advisors, LLC$3653260.00%7q+103.8%
Essential Partners LLC$2482210.00%5q+1478.6%
ROTHSCHILD INVESTMENT LLC$86770.00%3q+600.0%
Farther Finance Advisors, LLC$60520.00%2q+271.4%
True Wealth Design, LLC$58510.00%6q+64.5%
Fortitude Family Office, LLC$29260.00%newNEW
SJS Investment Consulting Inc.$28250.00%2q+733.3%
IFP Advisors, Inc$24210.00%5q+133.3%
CITIGROUP INC$440.00%13q-99.6%
Clearstead Advisors, LLC$420.00%newNEW

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-08-172026-08-11Directors or officers departed or appointedfiling

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20267$2061601060.0%
Q2 202648$4.8M4,211,4111216151.0%
Q1 202663$9.0M4,829,237923150.7%
Q4 202558$13.7M4,872,448917220.4%
Q3 202556$12.5M4,842,501918150.8%
Q2 202552$12.7M4,937,445716140.7%
Q1 202549$13.5M4,914,84559191.0%
Q4 202447$26.7M5,235,60361951.3%
Q3 202445$31.0M4,915,039716101.5%
Q2 202439$32.0M3,971,67641880.9%
Q1 202445$23.7M3,379,7959161012.4%
Q4 202338$38.9M2,790,2561522213.1%
Q3 202326$11.0M1,200,51248120.0%
Q2 202325$10.2M1,122,91725000.0%