Who owns REE Automotive (REE)
Which tracked institutional funds hold REE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See REE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
The tracked-fund tape on REE is one-sided between 2026-Q1 and 2026-Q2: 0 added or opened and 1 trimmed or exited — on balance reducing.
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
REE’s largest tracked holder by dollar value, Clal Insurance Enterprises Holdings Ltd, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in REE 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 32 tracked filers holding REE, 14 increased or opened the position and 9 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 REE 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.
Largest trims
- M&G PLC$4M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC added | 509,395 | $100K | 12.8% | 2026-Q2 |
| Potomac Capital Management, Inc. trimmed | 397,585 | $78K | 10.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 103,977 | $20K | 2.6% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 86,891 | $17K | 2.2% | 2026-Q2 |
| UBS Group AG added | 66,501 | $13K | 1.7% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 53,846 | $11K | 1.3% | 2026-Q2 |
| XTX Topco Ltd added | 34,543 | $7K | 0.9% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 30,977 | $6K | 0.8% | 2026-Q2 |
| StoneX Group Inc. new | 11,997 | $6K | 0.7% | 2026-Q2 |
| FULTON BREAKEFIELD BROENNIMAN LLC | 28,206 | $6K | 0.7% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC new | 25,975 | $5K | 0.7% | 2026-Q2 |
| Capital Asset Advisory Services LLC new | 25,975 | $5K | 0.7% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC added | 23,308 | $5K | 0.6% | 2026-Q2 |
| LPL Financial LLC | 21,345 | $4K | 0.5% | 2026-Q2 |
| United Asset Strategies, Inc. | 13,333 | $3K | 0.3% | 2026-Q2 |
| Altshuler Shaham Ltd | 12,102 | $2K | 0.3% | 2026-Q2 |
| PRIVATE MANAGEMENT GROUP INC new | 10,000 | $2K | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 3,200 | $627 | 0.1% | 2026-Q2 |
| MORGAN STANLEY added | 2,400 | $470 | 0.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ | 1,543 | $299 | 0.0% | 2026-Q2 |
| GROUP ONE TRADING LLC trimmed | 1,305 | $256 | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC | 545 | $107 | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. | 317 | $62 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 190 | $37 | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec | 171 | $34 | 0.0% | 2026-Q2 |
| Tradewinds Capital Management, LLC | 167 | $33 | 0.0% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. | 167 | $33 | 0.0% | 2026-Q2 |
| Graney & King, LLC | 165 | $32 | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 133 | $25 | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 67 | $13 | 0.0% | 2026-Q2 |
| M&G PLC | 4,248,429 | — | 0.0% | 2026-Q2 |
| Darwin Wealth Management, LLC | 3 | — | 0.0% | 2026-Q2 |
| Clal Insurance Enterprises Holdings Ltd | 387,500 | $232K | 29.6% | 2026-Q1 stale (1 quarter behind) |
| BALYASNY ASSET MANAGEMENT L.P. | 217,070 | $153K | 19.6% | 2025-Q3 stale (3 quarters behind) |
| Patriot Financial Group Insurance Agency, LLC added | 52,900 | $32K | 4.1% | 2026-Q1 stale (1 quarter behind) |
| BANK OF AMERICA CORP /DE/ | 37,427 | $22K | 2.9% | 2026-Q1 stale (1 quarter behind) |
| Squarepoint Ops LLC added | 30,465 | $18K | 2.3% | 2025-Q2 stale (4 quarters behind) |
| Virtu Financial LLC added | 19,923 | $15K | 1.9% | 2025-Q4 stale (2 quarters behind) |
| GOLDMAN SACHS GROUP INC | 13,446 | $10K | 1.3% | 2025-Q4 stale (2 quarters behind) |
| SIMPLEX TRADING, LLC added | 10,487 | $7K | 0.9% | 2025-Q3 stale (3 quarters behind) |
| CIBC Private Wealth Group LLC | 2,000 | $1K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| HHM Wealth Advisors, LLC added | 1,290 | $941 | 0.1% | 2025-Q3 stale (3 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 587 | $349 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 12 | $7 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| North Star Investment Management Corp. | 2 | $1 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
| ROYAL BANK OF CANADA trimmed | 5 | — | 0.0% | 2026-Q1 stale (1 quarter behind) |
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.