STANDARDAERO INC (SARO)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
Institutions report 359,754,415 shares against 330,919,431 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Carlyle Group Inc. | $2.5B | 84,587,035 | 25.30% | 7q | HELD |
| PRICE T ROWE ASSOCIATES INC /MD/ | $1.4B | 45,316,694 | 0.14% | 7q | +16.1%+$187.6M |
| BlackRock, Inc. | $646.1M | 21,602,404 | 0.01% | 7q | -0.8%-$5.5M |
| Allspring Global Investments Holdings, LLC | $456.8M | 15,225,314 | 0.70% | 6q | +1.0%+$4.3M |
| STATE STREET CORP | $389.8M | 13,031,046 | 0.01% | 7q | +2.8%+$10.7M |
| Jupiter Topco LLC | $366.9M | 12,265,391 | 0.15% | new | FIRST |
| VANGUARD CAPITAL MANAGEMENT LLC | $315.0M | 10,530,153 | 0.01% | 2q | +35.3%+$82.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $298.3M | 9,972,706 | 0.01% | 2q | +39.0%+$83.7M |
| VICTORY CAPITAL MANAGEMENT INC | $294.4M | 9,842,209 | 0.17% | 7q | +3.5%+$10.0M |
| NORGES BANK | $219.5M | 7,337,516 | 0.02% | 5q | -3.3%-$7.5M |
| River Road Asset Management, LLC | $196.8M | 6,581,400 | 2.19% | new | NEW |
| T. Rowe Price Investment Management, Inc. | $195.1M | 6,521,508 | 0.13% | 7q | -51.1%-$204.1M |
| UBS Group AG | $186.5M | 6,235,322 | 0.02% | 7q | +79.5%+$82.6M |
| BESSEMER GROUP INC | $179.6M | 6,004,626 | 0.25% | 7q | +25.1%+$36.1M |
| BANK OF AMERICA CORP /DE/ | $178.9M | 5,980,548 | 0.01% | 7q | +70.7%+$74.1M |
| EARNEST PARTNERS LLC | $151.3M | 5,058,565 | 0.55% | new | NEW |
| Findlay Park Partners LLP | $150.5M | 5,032,523 | 2.03% | 2q | +23.2%+$28.4M |
| SEI INVESTMENTS CO | $132.7M | 4,435,435 | 0.12% | 7q | +208.1%+$89.6M |
| WELLINGTON MANAGEMENT GROUP LLP | $125.9M | 4,210,240 | 0.02% | 7q | -48.5%-$118.5M |
| DIMENSIONAL FUND ADVISORS LP | $120.6M | 4,034,692 | 0.02% | 6q | +201.8%+$80.7M |
| Invesco Ltd. | $113.4M | 3,789,757 | 0.01% | 7q | +8.6%+$8.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $111.5M | 3,727,637 | 0.01% | 7q | +1.2%+$1.4M |
| FMR LLC | $110.7M | 3,699,843 | 0.00% | 7q | -3.6%-$4.1M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $93.6M | 3,129,912 | 0.26% | new | NEW |
| MORGAN STANLEY | $83.4M | 2,788,982 | 0.00% | 7q | +71.4%+$34.8M |
| PARNASSUS INVESTMENTS, LLC | $79.0M | 2,641,574 | 0.21% | 5q | +0.5%+$429.3K |
| BROWN ADVISORY INC | $78.1M | 2,611,830 | 0.12% | 7q | -8.8%-$7.6M |
| M.D. Sass, LLC | $70.2M | 2,346,749 | 4.59% | 4q | +9.2%+$5.9M |
| RAYMOND JAMES FINANCIAL INC | $57.2M | 1,910,754 | 0.02% | 7q | -14.8%-$9.9M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $47.2M | 1,579,610 | 0.01% | 7q | -51.3%-$49.8M |
| KENNEDY CAPITAL MANAGEMENT LLC | $47.2M | 1,578,131 | 0.84% | 3q | +41.7%+$13.9M |
| NORTHERN TRUST CORP | $45.6M | 1,526,019 | 0.01% | 7q | +5.3%+$2.3M |
| Verbena Value LP | $45.5M | 1,521,900 | 7.52% | 3q | +71.1%+$18.9M |
| GOLDMAN SACHS GROUP INC | $44.6M | 1,491,809 | 0.00% | 6q | +77.5%+$19.5M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $44.6M | 1,491,034 | 0.01% | 7q | +9.9%+$4.0M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $43.3M | 1,449,333 | 0.40% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $37.4M | 1,250,693 | 0.01% | 2q | +7.0%+$2.4M |
| Bank of New York Mellon Corp | $33.0M | 1,103,475 | 0.01% | 7q | -1.0%-$322.7K |
| Burkehill Global Management, LP | $29.9M | 1,000,000 | 1.08% | 7q | -47.4%-$26.9M |
| Trinity Street Asset Management LLP | $28.4M | 949,492 | 1.46% | 2q | -4.5%-$1.4M |
| Zimmer Partners, LP | $27.8M | 930,200 | 0.64% | 7q | +9.4%+$2.4M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $26.4M | 884,307 | 0.08% | new | NEW |
| MetLife Investment Management, LLC | $26.1M | 874,124 | 0.12% | 7q | +5.8%+$1.4M |
| Weiss Asset Management LP | $25.9M | 866,740 | 0.27% | new | NEW |
| ALKEON CAPITAL MANAGEMENT LLC | $25.5M | 852,019 | 0.03% | 7q | -29.1%-$10.5M |
| MILLENNIUM MANAGEMENT LLC | $24.5M | 819,782 | 0.01% | 7q | -33.3%-$12.2M |
| NATIXIS ADVISORS, LLC | $24.5M | 819,751 | 0.03% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $23.0M | 818,643 | 0.01% | 3q | +15398.7%+$22.9M |
| DAVIDSON INVESTMENT ADVISORS | $21.9M | 731,491 | 0.89% | 3q | +20.5%+$3.7M |
| BNP PARIBAS FINANCIAL MARKETS | $21.6M | 723,455 | 0.01% | 7q | +302.3%+$16.3M |
| Ensign Peak Advisors, Inc | $20.9M | 699,292 | 0.03% | 7q | +49.4%+$6.9M |
| BARCLAYS PLC | $19.5M | 652,878 | 0.00% | 7q | -10.6%-$2.3M |
| Ghisallo Capital Management LLC | $17.9M | 600,000 | 0.35% | 7q | -50.0%-$17.9M |
| RENAISSANCE TECHNOLOGIES LLC | $16.8M | 561,200 | 0.02% | 6q | -31.1%-$7.6M |
| SOROS FUND MANAGEMENT LLC | $15.7M | 526,440 | 0.19% | 7q | -24.8%-$5.2M |
| ArrowMark Colorado Holdings LLC | $15.7M | 524,408 | 0.65% | 7q | -68.4%-$33.9M |
| RHUMBLINE ADVISERS | $15.5M | 516,882 | 0.01% | 7q | HELD |
| SIRIOS CAPITAL MANAGEMENT L P | $15.3M | 512,390 | 1.86% | new | NEW |
| SEVEN GRAND MANAGERS, LLC | $15.0M | 500,000 | 0.60% | 7q | -21.6%-$4.1M |
| Woodline Partners LP | $14.4M | 481,436 | 0.04% | 7q | -33.3%-$7.2M |
| Mountaineer Partners Management, LLC | $13.9M | 464,595 | 10.11% | 5q | +14.0%+$1.7M |
| Vulcan Value Partners, LLC | $13.5M | 450,287 | 0.41% | 3q | -37.2%-$8.0M |
| ENVESTNET ASSET MANAGEMENT INC | $13.3M | 445,861 | 0.00% | 5q | +214.4%+$9.1M |
| AMERIPRISE FINANCIAL INC | $13.2M | 443,219 | 0.00% | 4q | -37.5%-$8.0M |
| Swiss National Bank | $13.2M | 442,700 | 0.01% | 6q | +13.5%+$1.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $13.1M | 437,138 | 0.00% | 6q | +19.7%+$2.2M |
| PRINCIPAL FINANCIAL GROUP INC | $12.9M | 430,566 | 0.01% | 2q | +1.5%+$191.6K |
| MAR VISTA INVESTMENT PARTNERS LLC | $12.8M | 427,847 | 1.27% | new | NEW |
| Nuveen, LLC | $12.8M | 426,999 | 0.00% | 6q | -34.6%-$6.8M |
| Jump Financial, LLC | $12.6M | 420,884 | 0.10% | 4q | +2217.5%+$12.0M |
| TD Asset Management Inc | $12.3M | 412,184 | 0.01% | 7q | -44.9%-$10.1M |
| AQR CAPITAL MANAGEMENT LLC | $12.3M | 421,900 | 0.00% | 6q | +75.8%+$5.3M |
| JPMORGAN CHASE & CO | $11.9M | 403,139 | 0.00% | 7q | +15.7%+$1.6M |
| SCHWARTZ INVESTMENT COUNSEL INC | $11.7M | 390,390 | 0.39% | new | NEW |
| FIRST TRUST ADVISORS LP | $11.6M | 386,196 | 0.01% | 6q | -29.1%-$4.7M |
| EVR Research LP | $11.5M | 384,000 | 5.67% | 2q | +132.7%+$6.6M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $11.4M | 380,330 | 0.01% | 6q | +8.9%+$926.6K |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $11.2M | 375,000 | 0.02% | 7q | -76.2%-$35.9M |
| CITADEL ADVISORS LLC | $10.7M incl. $212.4K options PUT | 352,110 | 0.00% | 7q | -69.6%-$24.6M |
| WELLS FARGO & COMPANY/MN | $10.0M | 335,499 | 0.00% | 7q | +200.8%+$6.7M |
| Holocene Advisors, LP | $10.0M | 333,416 | 0.02% | 2q | +22.6%+$1.8M |
| ROYAL BANK OF CANADA | $9.5M | 319,095 | 0.00% | 7q | +97.8%+$4.7M |
| Legal & General Group Plc | $8.4M | 280,625 | 0.00% | 7q | -26.9%-$3.1M |
| PEREGRINE CAPITAL MANAGEMENT LLC | $8.0M | 268,182 | 0.26% | 2q | +29.0%+$1.8M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $7.6M | 254,842 | 0.01% | 7q | +9.4%+$655.0K |
| NEXT CENTURY GROWTH INVESTORS LLC | $7.5M | 251,383 | 0.40% | 7q | -4.4%-$347.3K |
| Capricorn Fund Managers Ltd | $6.9M | 230,491 | 0.54% | 2q | +76.3%+$3.0M |
| Gotham Asset Management, LLC | $6.9M | 230,107 | 0.02% | 7q | -15.6%-$1.3M |
| KIRR MARBACH & CO LLC /IN/ | $6.9M | 230,053 | 1.16% | 2q | +17.7%+$1.0M |
| SeaBridge Investment Advisors LLC | $6.8M | 225,832 | 0.98% | 3q | +48.7%+$2.2M |
| ALLIANCEBERNSTEIN L.P. | $6.2M | 241,515 | 0.00% | 7q | -28.8%-$2.5M |
| Verition Fund Management LLC | $5.9M | 198,045 | 0.03% | 7q | -46.5%-$5.1M |
| Retirement Systems of Alabama | $5.9M | 195,950 | 0.02% | 2q | -15.7%-$1.1M |
| GABELLI FUNDS LLC | $5.8M | 194,693 | 0.04% | 3q | +6.8%+$370.3K |
| ALGERT GLOBAL LLC | $5.7M | 192,221 | 0.07% | 2q | -58.7%-$8.2M |
| Hudson Bay Capital Management LP | $5.7M | 190,358 | 0.02% | 2q | -16.7%-$1.1M |
| FIFTH THIRD BANCORP | $5.7M | 189,567 | 0.01% | 6q | +324.5%+$4.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | $5.3M | 176,515 | 0.00% | 2q | +14.9%+$685.8K |
| THORNBURG INVESTMENT MANAGEMENT INC | $5.2M | 175,259 | 0.05% | 6q | +4.7%+$236.3K |
| Russell Investments Group, Ltd. | $5.2M | 172,424 | 0.00% | 7q | +396.4%+$4.1M |
Showing the largest 100 of 368 reported holders.
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.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-28 | 2026-09-28 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-06 | Ford Russell Wayne | Chief Executive Officer | Sold | 40,000 | $1.3M |
| 2026-08-05 | Ford Russell Wayne | Chief Executive Officer | Sold | 40,000 | $1.2M |
| 2026-07-06 | Ford Russell Wayne | Chief Executive Officer | Sold | 40,000 | $1.2M |
| 2026-07-02 | Ford Russell Wayne | Chief Executive Officer | Sold | 40,000 | $1.2M |
| 2026-08-04 | Ford Russell Wayne | Chief Executive Officer | Sold | 40,000 | $1.2M |
| 2026-07-01 | Ford Russell Wayne | Chief Executive Officer | Sold | 40,000 | $1.2M |
| 2026-07-07 | Ford Russell Wayne | Chief Executive Officer | Sold | 40,000 | $1.2M |
| 2026-08-07 | Ford Russell Wayne | Chief Executive Officer | Sold | 20,413 | $623.9K |
| 2026-08-03 | Ford Russell Wayne | Chief Executive Officer | Sold | 10,969 | $329.5K |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 79 | $145.0M | 6,790,354 | 18 | 34 | 18 | 0.0% |
| Q2 2026 | 368 | $10.8B | 359,754,415 | 102 | 135 | 99 | 0.0% |
| Q1 2026 | 332 | $8.5B | 328,046,847 | 108 | 147 | 51 | 0.1% |
| Q4 2025 | 250 | $9.3B | 322,126,013 | 50 | 96 | 70 | 0.1% |
| Q3 2025 | 236 | $8.4B | 306,077,874 | 44 | 89 | 71 | 0.0% |
| Q2 2025 | 230 | $10.2B | 320,639,790 | 61 | 110 | 43 | 0.1% |
| Q1 2025 | 208 | $7.2B | 268,935,691 | 95 | 85 | 19 | 0.0% |
| Q4 2024 | 132 | $2.2B | 87,584,811 | 126 | 0 | 0 | 0.1% |
