Monitor for any insider open-market buying or a company catalyst (earnings, contract win) to confirm the thesis before taking a position.
Executive Summary
Five institutional investors added $15.3M to their AAR CORP positions in Q2 2026, led by Envestnet Asset Management's $14.0M increase, while only one small seller trimmed.
Key Financial Metrics
Institutional Positions
Net institutional flow: $15.3M
▲ Buyers (5)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Envestnet Asset Management | ADD | +62.6% | $26.5M | $14.0M |
| Truist Financial | DOUBLED | +122.1% | $1.2M | $759.0K |
| Wealth Enhancement Advisory Services | ADD | +46.6% | $664.0K | $297.0K |
| Strs Ohio | ADD | +52.4% | $457.0K | $228.0K |
| Td Waterhouse Canada | DOUBLED | +700% | $1.0K | $1.0K |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Op Asset Management | TRIM | -48.6% | $286.0K | -$94.2K |
Key Facts
- 5 institutional buyers added a net $15.3M in Q2 2026
- Envestnet Asset Management was the largest buyer, adding $14.0M (+62.6%)
- Only 1 seller (Op Asset Management) trimmed $94K (-48.6%)
- No open-market insider buying in the window — institutions-only signal
Financial Impact
5 institutional buyers accumulated $15.3M in net new positions, with total buyer holdings reaching $28.8M; 1 seller reduced holdings by $94K
Risk Factors
- 13F data is 45+ days stale — positions may have been unwound since quarter-end
- No insider buying to corroborate the institutional signal
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-AIR-2026-Q2 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | 144 | $97.34 | awaiting T+1 | — | — |
Oct 26, 2026 today | 8-K | $94.67 | awaiting T+1 | — | — |
Oct 20, 2026 6d ago | 144 | $99.64 $96.67 | ▼ −2.98% | ▼ −1.80% | — |
Sep 28, 2026 27d ago | 8-K | $106.75 $101.47 | ▼ −4.95% | ▼ −4.74% | — |
Sep 28, 2026 28d ago | Press Release | $106.75 $101.47 | ▼ −4.95% | ▼ −4.74% | — |
Sep 24, 2026 4w ago | 8-K | $120.56 $116.11 | ▼ −3.69% | ▼ −4.23% | — |
Sep 15, 2026 5w ago | Press Release | $117.23 | awaiting T+1 | — | — |
Aug 10, 2026 11w ago | DEFA14A | $142.69 $145.45 | ▲ +1.93% | ▲ +2.25% | — |
Aug 4, 2026 11w ago | DEFA14A | $149.43 $146.83 | ▼ −1.74% | ▼ −1.54% | — |
Aug 3, 2026 12w ago | Institutional Cluster | $143.06 $149.43 | ▲ +4.45% | ▲ +2.65% | — |
US Market Status
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