The near-unanimous institutional buying with zero sellers is consistent with MAIR being added to a major index or completing an IPO/listing during Q2 2026. The 45-day reporting lag means these positions may already be stale. Monitor upcoming 13F filings for Q3 to see if active managers (Capital World, Soros) maintained or added to their positions — that would signal genuine conviction beyond index rebalancing.
Executive Summary
32 institutional investors initiated new positions in Madison Air Solutions Corp during Q2 2026, accumulating $974.3M in aggregate holdings. The cluster is dominated by mega-passive funds (Fidelity, Morgan Stanley, BofA, Geode, Schwab, UBS) but includes notable active managers (Capital World Investors) and quant funds (D.E. Shaw, Millennium), as well as Soros Family Office. Zero sellers were recorded. The signal is overwhelmingly one-sided but reflects index inclusion or IPO-related positioning rather than active conviction, given the 45-day reporting lag and the passive-heavy composition.
Key Financial Metrics
Institutional Positions
Net institutional flow: $974.3M
▲ Buyers (32)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Fidelity | NEW | +0% | $549.3M | $549.3M |
| Morgan Stanley | NEW | +0% | $225.9M | $225.9M |
| BofA | NEW | +0% | $45.2M | $45.2M |
| Soros | NEW | +0% | $24.4M | $24.4M |
| Millennium | NEW | +0% | $22.6M | $22.6M |
| Capital World Investors | NEW | +0% | $15.4M | $15.4M |
| D.E. Shaw | NEW | +0% | $10.2M | $10.2M |
Key Facts
- 32 institutions initiated new positions in MAIR during Q2 2026, with zero sellers
- Total accumulated value: $974.3M across all buyers
- Fidelity led with a $549.3M new position, followed by Morgan Stanley ($225.9M) and BofA ($45.2M)
- Active managers: Capital World Investors ($15.4M new), D.E. Shaw ($10.2M new), Millennium ($22.6M new)
- Soros Family Office initiated a $24.4M new position
- The cluster is 75% mega-passive/index funds, suggesting index inclusion or IPO-related rebalancing rather than active fundamental conviction
Financial Impact
32 institutions accumulated $974.3M in new MAIR positions during Q2 2026, with zero selling activity. The largest positions were Fidelity ($549.3M), Morgan Stanley ($225.9M), and BofA ($45.2M).
Risk Factors
- 13F data is 45+ days stale; positions may have been partially or fully unwound since quarter-end
- 75% of the buying is from mega-passive/index funds, which may reflect mechanical index rebalancing rather than fundamental conviction
- No insider buying corroboration was provided, weakening the conviction signal
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-MAIR-2026-Q2 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 4d ago | Press Release | $23.08 $22.76 | ▼ −1.39% | ▼ −0.86% | — |
Oct 12, 2026 14d ago | Institutional Cluster | $23.29 $24.08 | ▲ +3.39% | ▲ +3.40% | — |
Aug 27, 2026 8w ago | Insider Cluster | $26.33 $26.40 | ▲ +0.27% | ▲ +0.56% | — |
Aug 25, 2026 8w ago | 8-K | $27.99 $28.51 | ▲ +1.86% | ▲ +1.84% | — |
Aug 17, 2026 10w ago | 8-K | $29.57 $27.44 | ▼ −7.20% | ▼ −6.53% | — |
Jul 30, 2026 12w ago | 8-K | $29.14 $29.06 | ▼ −0.27% | ▼ −0.98% | — |
Jun 18, 2026 18w ago | 3 | $38.13 $38.56 | ▲ +1.13% | ▲ +1.44% | — |
Jun 16, 2026 18w ago | 8-K | $38.15 $37.44 | ▼ −1.86% | ▼ −0.61% | — |
Jun 5, 2026 20w ago | 8-K | $40.14 $39.59 | ▼ −1.37% | ▼ −1.60% | — |
May 29, 2026 21w ago | Press Release | $43.47 $43.86 | ▲ +0.90% | ▲ +0.62% | — |
US Market Status
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