VERTICAL AEROSPACE LTD (EVTL)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
79
Reporting holders
$169.9M
Reported value
95.5%
Of shares outstanding
0.6%
Held as options
+3
Holder change
Institutions report 96,997,772 shares against 101,602,621 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. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted; share count carried from an earlier filing (cy2025q4i).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Mudrick Capital Management, L.P. | $90.8M | 52,159,585 | 20.26% | 7q | -4.6%-$4.4M |
| Saba Capital Management, L.P. | $18.3M | 10,516,710 | 0.47% | 6q | -9.7%-$2.0M |
| Ilex Capital Partners (UK) LLP | $10.4M | 5,999,999 | 0.21% | 2q | +158.4%+$6.4M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $9.4M | 5,402,521 | 0.09% | 3q | +95.0%+$4.6M |
| MILLENNIUM MANAGEMENT LLC | $8.1M | 4,668,120 | 0.00% | 8q | +97.4%+$4.0M |
| MASTERS CAPITAL MANAGEMENT LLC | $7.1M | 4,100,000 | 0.18% | 4q | +20.6%+$1.2M |
| MARSHALL WACE, LLP | $4.2M | 2,390,979 | 0.00% | 7q | +71.4%+$1.7M |
| Inherent Management Corp. | $3.8M | 2,181,883 | 1.47% | 6q | HELD |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $2.6M | 1,500,000 | 0.00% | 4q | HELD |
| MORGAN STANLEY | $2.5M | 1,446,808 | 0.00% | 8q | +57.5%+$919.4K |
| UBS Group AG | $2.4M | 1,380,565 | 0.00% | 8q | +55.8%+$860.0K |
| Point72 Asset Management, L.P. | $1.6M | 894,057 | 0.00% | 2q | +100.8%+$780.8K |
| Defiance ETFs, LLC | $1.5M | 804,644 | 0.02% | 2q | +61.4%+$563.3K |
| CITADEL ADVISORS LLC | $1.1M | 522,888 | 0.00% | 6q | -92.2%-$13.6M |
| RENAISSANCE TECHNOLOGIES LLC | $978.6K | 562,400 | 0.00% | 7q | +58.0%+$359.4K |
| Yorkville Advisors Global, LP | $581.9K | 334,448 | 0.67% | new | NEW |
| Legal & General Group Plc | $457.0K | 263,389 | 0.00% | 3q | -0.9%-$4.0K |
| Squarepoint Ops LLC | $456.0K | 262,090 | 0.00% | new | NEW |
| TUDOR INVESTMENT CORP ET AL | $346.8K | 199,308 | 0.00% | 6q | +1.2%+$4.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $332.7K | options only | 0.00% | 5q | OPTIONS |
| XTX Topco Ltd | $280.9K | 161,416 | 0.00% | 4q | -57.4%-$378.0K |
| IMC-Chicago, LLC | $197.2K | 41,738 | 0.00% | 2q | HELD |
| GROUP ONE TRADING LLC | $196.7K | 4,260 | 0.00% | 4q | -85.9%-$1.2M |
| GOLDMAN SACHS GROUP INC | $167.7K | 96,381 | 0.00% | 6q | -29.4%-$69.8K |
| RAYMOND JAMES FINANCIAL INC | $162.1K | 93,147 | 0.00% | 5q | +21.0%+$28.1K |
| Quadrature Capital Ltd | $162.1K | 93,132 | 0.00% | 4q | -38.9%-$103.2K |
| J. Derek Lewis & Associates Inc. | $140.9K | 81,001 | 0.03% | 3q | +149.2%+$84.4K |
| State of Wyoming | $138.9K | 79,838 | 0.01% | new | NEW |
| nVerses Capital, LLC | $123.8K | 71,134 | 0.19% | new | NEW |
| Rathbones Group PLC | $106.6K | 61,273 | 0.00% | 5q | HELD |
| Centiva Capital, LP | $102.3K | 58,811 | 0.00% | 2q | -30.1%-$44.0K |
| SIMPLEX TRADING, LLC | $101.6K | 8,489 | 0.00% | 4q | HELD |
| Quantbot Technologies LP | $98.0K | 56,295 | 0.00% | 4q | +193.8%+$64.6K |
| Crawford Fund Management, LLC | $93.1K | options only | 0.01% | 2q | OPTIONS |
| STATE STREET CORP | $92.9K | 53,418 | 0.00% | 4q | +1.0% |
| Summit Trail Advisors, LLC | $80.6K | 46,318 | 0.00% | 3q | HELD |
| BlackRock, Inc. | $78.0K | 44,814 | 0.00% | 4q | HELD |
| INSIGNEO ADVISORY SERVICES, LLC | $60.0K | 34,500 | 0.00% | new | NEW |
| LPL Financial LLC | $59.1K | 33,984 | 0.00% | 4q | +149.9%+$35.5K |
| Farther Finance Advisors, LLC | $56.7K | 32,605 | 0.00% | 3q | +140.2%+$33.1K |
| Cornerstone Capital, Inc. | $47.0K | 27,000 | 0.00% | 4q | HELD |
| Caitong International Asset Management Co., Ltd | $44.5K | 25,567 | 0.01% | 4q | -73.2%-$121.6K |
| OPPENHEIMER & CO INC | $35.7K | 20,500 | 0.00% | 4q | -8.9%-$3.5K |
| Rockefeller Capital Management L.P. | $34.8K | 20,000 | 0.00% | 4q | +300.0%+$26.1K |
| Vanguard Personalized Indexing Management, LLC | $30.9K | 17,749 | 0.00% | new | NEW |
| Chemistry Wealth Management LLC | $28.8K | 16,556 | 0.00% | 4q | HELD |
| StoneX Group Inc. | $26.4K | 10,751 | 0.00% | new | NEW |
| BARCLAYS PLC | $21.0K | 12,091 | 0.00% | 6q | HELD |
| Cetera Investment Advisers | $20.3K | 11,647 | 0.00% | 3q | +2.2% |
| OneDigital Investment Advisors LLC | $20.0K | 11,490 | 0.00% | 4q | HELD |
| D. E. Shaw & Co., Inc. | $19.2K | 11,021 | 0.00% | new | NEW |
| AXQ CAPITAL, LP | $18.3K | 10,527 | 0.00% | 2q | -92.8%-$235.0K |
| Dynamic Technology Lab Private Ltd | $18.0K | 10,139 | 0.00% | new | NEW |
| Concurrent Investment Advisors, LLC | $17.4K | 10,000 | 0.00% | 3q | HELD |
| EFG International AG | $17.4K | 10,000 | 0.00% | 3q | +100.0%+$8.7K |
| Steward Partners Investment Advisory, LLC | $14.2K | 8,150 | 0.00% | 4q | -5.8% |
| Darwin Wealth Management, LLC | $5.2K | 3,000 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $5.1K | 3,053 | 0.00% | 5q | -40.9%-$3.5K |
| SBI Securities Co., Ltd. | $3.6K | 2,055 | 0.00% | 7q | -1.5% |
| NVWM, LLC | $3.5K | 2,000 | 0.00% | 2q | +100.0%+$1.7K |
| Ameritas Advisory Services, LLC | $3.3K | 1,912 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $2.7K | 1,535 | 0.00% | 8q | -50.0%-$2.7K |
| Integrated Wealth Concepts LLC | $2.4K | 1,400 | 0.00% | new | NEW |
| CITIGROUP INC | $2.0K | 1,126 | 0.00% | new | NEW |
| Spire Wealth Management | $1.9K | 1,100 | 0.00% | 5q | HELD |
| PNC Financial Services Group, Inc. | $1.7K | 1,000 | 0.00% | 3q | HELD |
| Prestige Wealth Management Group LLC | $1.5K | 850 | 0.00% | 5q | HELD |
| Penserra Capital Management LLC | $1.4K | 789,676 | 0.01% | 2q | +60.5% |
| JPMORGAN CHASE & CO | $1.2K | 700 | 0.00% | new | NEW |
| Colonial Trust Advisors | $1.2K | 700 | 0.00% | new | NEW |
| Physician Wealth Advisors, Inc. | $559 | 321 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $542 | 312 | 0.00% | 8q | HELD |
| EverSource Wealth Advisors, LLC | $209 | 120 | 0.00% | 4q | HELD |
| GSA CAPITAL PARTNERS LLP | $203 | 116,490 | 0.01% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $200 | 115 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $174 | 100 | 0.00% | new | NEW |
| BIRCHBROOK, INC. | $122 | 70 | 0.00% | 8q | HELD |
| Cambridge Investment Research Advisors, Inc. | $94 | 53,518 | 0.00% | new | NEW |
| Golden State Wealth Management, LLC | $87 | 50 | 0.00% | new | NEW |
| SWAN Capital LLC | $87 | 50 | 0.00% | 2q | HELD |
| Comprehensive Financial Planning, Inc./PA | $64 | 37 | 0.00% | new | NEW |
| IFP Advisors, Inc | $52 | 30 | 0.00% | new | NEW |
| HRT FINANCIAL LP | $29 | 17,038 | 0.00% | 5q | -95.2% |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13D/A | Mudrick Capital Management, L.P.with 19 co-filers | 64.2% |
| 2026-08-13 | 13G/A | Saba Capital Management, L.P.with 2 co-filers | 10.3% |
| 2026-08-07 | 13D/A | Mudrick Capital Management, L.P.with 19 co-filers | 55.0% |
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 79 | $169.9M | 96,997,772 | 23 | 21 | 16 | 0.6% |
| Q1 2026 | 76 | $212.7M | 95,002,721 | 21 | 22 | 19 | 1.3% |
| Q4 2025 | 72 | $409.9M | 75,251,506 | 16 | 27 | 12 | 2.1% |
| Q3 2025 | 66 | $369.0M | 69,398,219 | 37 | 22 | 4 | 2.4% |
| Q2 2025 | 34 | $403.8M | 59,617,781 | 15 | 9 | 6 | 0.1% |
| Q1 2025 | 28 | $198.6M | 59,082,877 | 14 | 9 | 2 | 0.0% |
| Q4 2024 | 21 | $599.2M | 47,592,993 | 12 | 4 | 0 | 0.1% |
| Q3 2024 | 9 | $295.2K | 25,174 | 10 | 0 | 0 | 40.9% |
| Q2 2024 | 3 | $7.8K | 0 | 0 | 0 | 0 | 100.0% |
| Q1 2024 | 3 | $12.1K | 0 | 0 | 0 | 0 | 100.0% |
| Q4 2023 | 3 | $36.1K | 0 | 0 | 0 | 0 | 100.0% |
| Q3 2023 | 3 | $73.1K | 0 | 0 | 0 | 0 | 100.0% |
| Q2 2023 | 3 | $214.8K | 0 | 0 | 0 | 0 | 100.0% |
| Q1 2023 | 4 | $1.1M | 0 | 0 | 0 | 0 | 100.0% |
| Q4 2022 | 4 | $3.4M | 0 | 1 | 0 | 0 | 100.0% |
| Q3 2022 | 3 | $17.3M | 0 | 0 | 0 | 0 | 100.0% |
| Q2 2022 | 3 | $2.4M | 0 | 1 | 0 | 0 | 100.0% |
| Q1 2022 | 2 | $6.2M | 0 | 0 | 0 | 0 | 100.0% |
| Q4 2021 | 2 | $821.0K | 0 | 4 | 0 | 0 | 100.0% |