Who owns AST SpaceMobile (ASTS)
Which tracked institutional funds hold ASTS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ASTS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
241 tracked funds added or opened ASTS while 112 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ASTS’s largest tracked holder by dollar value, Rakuten Group, Inc., sizes it at 99.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 99.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ASTS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 711 tracked filers holding ASTS, 514 increased or opened the position and 274 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ASTS between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 51
- NORGES BANK$296M
- Jupiter Topco LLC$119M
- COMMERCE BANK$19M
- RENAISSANCE TECHNOLOGIES LLC$17M
- CANTOR FITZGERALD, L. P.$12M
- PFA Pension, Forsikringsaktieselskab$10M
Full exits 67
- JANUS HENDERSON GROUP PLC$218M
- Penserra Capital Management LLC$55M
- Capital Research Global Investors$43M
- HighTower Advisors, LLC$27M
- CANADA PENSION PLAN INVESTMENT BOARD$24M
- Polar Capital Holdings Plc$23M
Largest adds
- BlackRock, Inc.$395M
- MORGAN STANLEY$386M
- Marex Group Ltd$334M
- JANE STREET GROUP, LLC$316M
- VANGUARD PORTFOLIO MANAGEMENT LLC$269M
- UBS Group AG$210M
Largest trims
- Rakuten Group, Inc.$1.2B
- D. E. Shaw & Co., Inc.$198M
- FMR LLC$118M
- ALLIANCEBERNSTEIN L.P.$68M
- Clear Street Group Inc.$66M
- CITADEL ADVISORS LLC$54M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Rakuten Group, Inc. trimmed | 15,510,078 | $1.4B | 9.6% | 2026-Q2 |
| BlackRock, Inc. added | 15,273,481 | $1.4B | 9.5% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 13,330,558 | $1.2B | 8.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 12,515,363 | $1.1B | 7.8% | 2026-Q2 |
| Alphabet Inc. | 8,943,486 | $795M | 5.6% | 2026-Q2 |
| MORGAN STANLEY added | 7,317,827 | $650M | 4.6% | 2026-Q2 |
| UBS Group AG added | 6,602,096 | $587M | 4.1% | 2026-Q2 |
| STATE STREET CORP added | 6,533,847 | $581M | 4.1% | 2026-Q2 |
| Marex Group Ltd added | 6,220,357 | $553M | 3.9% | 2026-Q2 |
| Vodafone Ventures Ltd | 5,471,743 | $486M | 3.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 5,105,125 | $453M | 3.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 3,872,227 | $344M | 2.4% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 3,584,274 | $318M | 2.2% | 2026-Q2 |
| NORGES BANK added | 3,334,326 | $296M | 2.1% | 2026-Q2 |
| Clear Street Group Inc. trimmed | 2,415,249 | $215M | 1.5% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 2,191,222 | $195M | 1.4% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,695,027 | $151M | 1.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,640,466 | $146M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,593,315 | $142M | 1.0% | 2026-Q2 |
| Broad Run Investment Management, LLC trimmed | 1,455,969 | $129M | 0.9% | 2026-Q2 |
| Jupiter Topco LLC new | 1,342,127 | $119M | 0.8% | 2026-Q2 |
| Focus Partners Wealth added | 1,277,334 | $114M | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,191,157 | $106M | 0.7% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 1,096,286 | $97M | 0.7% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 1,089,107 | $97M | 0.7% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,064,932 | $95M | 0.7% | 2026-Q2 |
| Tidal Investments LLC added | 1,049,061 | $93M | 0.7% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 1,039,607 | $92M | 0.6% | 2026-Q2 |
| Tema ETFs LLC added | 1,003,815 | $89M | 0.6% | 2026-Q2 |
| Nuveen, LLC added | 991,806 | $88M | 0.6% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 978,899 | $87M | 0.6% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 969,732 | $86M | 0.6% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 939,123 | $83M | 0.6% | 2026-Q2 |
| Legal & General Group Plc added | 887,294 | $79M | 0.6% | 2026-Q2 |
| IMC-Chicago, LLC added | 836,000 | $74M | 0.5% | 2026-Q2 |
| ONCE CAPITAL MANAGEMENT, LLC added | 816,500 | $73M | 0.5% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 816,083 | $73M | 0.5% | 2026-Q2 |
| Gotham Asset Management, LLC added | 782,446 | $70M | 0.5% | 2026-Q2 |
| FMR LLC trimmed | 781,355 | $69M | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 764,206 | $68M | 0.5% | 2026-Q2 |
| Swiss National Bank added | 670,900 | $60M | 0.4% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 580,516 | $52M | 0.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 548,416 | $49M | 0.3% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 516,580 | $46M | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. added | 513,192 | $46M | 0.3% | 2026-Q2 |
| MASTERS CAPITAL MANAGEMENT LLC | 500,000 | $44M | 0.3% | 2026-Q2 |
| Invesco Ltd. trimmed | 496,207 | $44M | 0.3% | 2026-Q2 |
| Defiance ETFs, LLC added | 471,577 | $41M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 456,560 | $41M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 427,184 | $38M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System added | 416,934 | $37M | 0.3% | 2026-Q2 |
| IHT Wealth Management, LLC added | 404,776 | $36M | 0.3% | 2026-Q2 |
| LPL Financial LLC added | 400,101 | $36M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 399,317 | $35M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 375,094 | $33M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 354,789 | $32M | 0.2% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 350,707 | $31M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 326,346 | $29M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 325,837 | $29M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 317,542 | $28M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 314,955 | $28M | 0.2% | 2026-Q2 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added | 303,663 | $27M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 298,586 | $27M | 0.2% | 2026-Q2 |
| SCOTIA CAPITAL INC. added | 290,537 | $26M | 0.2% | 2026-Q2 |
| Jain Global LLC added | 276,387 | $25M | 0.2% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 273,639 | $24M | 0.2% | 2026-Q2 |
| Savvy Advisors, Inc. trimmed | 265,349 | $24M | 0.2% | 2026-Q2 |
| NOMURA HOLDINGS INC added | 263,057 | $23M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 258,217 | $23M | 0.2% | 2026-Q2 |
| BARCLAYS PLC added | 256,497 | $23M | 0.2% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. added | 245,902 | $22M | 0.2% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM added | 225,599 | $20M | 0.1% | 2026-Q2 |
| COMMERCE BANK new | 212,690 | $19M | 0.1% | 2026-Q2 |
| Sender Co & Partners, Inc. added | 211,618 | $19M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 202,712 | $18M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 200,780 | $18M | 0.1% | 2026-Q2 |
| United Capital Management of KS, Inc. added | 199,918 | $18M | 0.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 192,600 | $17M | 0.1% | 2026-Q2 |
| Calamos Advisors LLC trimmed | 190,901 | $17M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 189,627 | $17M | 0.1% | 2026-Q2 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN added | 184,430 | $16M | 0.1% | 2026-Q2 |
| Raiffeisen Bank International AG added | 181,531 | $16M | 0.1% | 2026-Q2 |
| AVIVA PLC added | 179,581 | $16M | 0.1% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 170,975 | $15M | 0.1% | 2026-Q2 |
| DNB Asset Management AS added | 151,316 | $13M | 0.1% | 2026-Q2 |
| MACQUARIE GROUP LTD added | 146,015 | $13M | 0.1% | 2026-Q2 |
| Privium Fund Management B.V. | 145,000 | $13M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 140,292 | $12M | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 136,967 | $12M | 0.1% | 2026-Q2 |
| CANTOR FITZGERALD, L. P. added | 136,429 | $12M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 133,464 | $12M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 130,058 | $12M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 123,332 | $11M | 0.1% | 2026-Q2 |
| Swedbank AB added | 121,769 | $11M | 0.1% | 2026-Q2 |
| Man Group plc trimmed | 120,698 | $11M | 0.1% | 2026-Q2 |
| DANSKE BANK A/S added | 119,700 | $11M | 0.1% | 2026-Q2 |
| PFA Pension, Forsikringsaktieselskab new | 117,574 | $10M | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 114,998 | $10M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 113,067 | $10M | 0.1% | 2026-Q2 |
| Walleye Trading LLC added | 109,204 | $10M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.