HolderBook

ISPIRE TECHNOLOGY INC (ISPR)

Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.

49
Reporting holders
$4.8M
Reported value
7.3%
Of shares outstanding
1.0%
Held as options
-12
Holder change

Institutions report 4,205,117 shares against 57,399,396 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. Share count carried from an earlier filing (cy2026q1i).

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

FilerValueShares Their book Held Change
Yong Rong (HK) Asset Management Ltd$1.7M1,504,1471.42%13qHELD
Potomac Capital Management, Inc.$670.4K598,6000.46%newNEW
BlackRock, Inc.$458.8K409,6100.00%8q-67.4%-$948.3K
GEODE CAPITAL MANAGEMENT, LLC$291.9K260,4860.00%13q-47.5%-$264.5K
MILLENNIUM MANAGEMENT LLC$291.2K260,0410.00%newNEW
VANGUARD CAPITAL MANAGEMENT LLC$221.5K197,7240.00%2qHELD
GOLDMAN SACHS GROUP INC$160.8K143,5500.00%9q+113.2%+$85.4K
JANE STREET GROUP, LLC$142.7K127,4450.00%newNEW
SUSQUEHANNA INTERNATIONAL GROUP, LLP$122.4K93,4470.00%3qHELD
AQR CAPITAL MANAGEMENT LLC$118.6K105,8960.00%5q+102.8%+$60.1K
VANGUARD FIDUCIARY TRUST CO$113.2K101,0350.00%2q-13.6%-$17.8K
STATE STREET CORP$72.2K64,4690.00%13q-81.3%-$313.4K
Point72 Asset Management, L.P.$65.8K58,7690.00%newNEW
NORTHERN TRUST CORP$50.4K45,0180.00%13q-70.3%-$119.1K
MORGAN STANLEY$45.2K40,3610.00%13q-47.4%-$40.7K
Qube Research & Technologies Ltd$40.8K36,4670.00%newNEW
UBS Group AG$35.7K31,8390.00%13q-63.6%-$62.2K
Centiva Capital, LP$32.5K28,9780.00%2q+17.2%+$4.8K
Independent Advisor Alliance$22.4K20,0000.00%newNEW
Squarepoint Ops LLC$16.1K14,3830.00%newNEW
CITADEL ADVISORS LLC$15.3Koptions only0.00%11qOPTIONS
IMC-Chicago, LLC$15.1Koptions only0.00%newOPTIONS
RENAISSANCE TECHNOLOGIES LLC$14.6K13,0000.00%3q+4.8%
IEQ CAPITAL, LLC$13.2K11,8040.00%newNEW
Vanguard Global Advisers, LLC$8.6K7,6940.00%2qHELD
OSAIC HOLDINGS, INC.$5.6K5,0000.00%6q+107.4%+$2.9K
Tower Research Capital LLC (TRC)$5.3K4,7030.00%13q-34.6%-$2.8K
MERCER GLOBAL ADVISORS INC /ADV$4.9K4,4000.00%2q-88.1%-$36.6K
FMR LLC$3.4K3,0600.00%13q-70.0%-$8.0K
ROYAL BANK OF CANADA$3.0K3,1420.00%13q+65.9%+$1.2K
BNP PARIBAS FINANCIAL MARKETS$2.4K2,1730.00%7q-64.7%-$4.5K
GROUP ONE TRADING LLC$2.0K1,7760.00%4q-40.9%-$1.4K
Arax Advisory Partners$1.9K1,6920.00%4q+56300.0%+$1.9K
Integrated Wealth Concepts LLC$1.1K9870.00%newNEW
BARCLAYS PLC$1.1K9420.00%13q-74.0%-$3.0K
PNC Financial Services Group, Inc.$6045390.00%5q+245.5%
JPMORGAN CHASE & CO$4653840.00%13q-95.2%-$9.3K
Russell Investments Group, Ltd.$4554060.00%4q-80.7%-$1.9K
Allworth Financial LP$3873450.00%4q+372.6%
EverSource Wealth Advisors, LLC$3653260.00%7q+103.8%
Essential Partners LLC$2482210.00%5q+1478.6%
ROTHSCHILD INVESTMENT LLC$86770.00%3q+600.0%
Farther Finance Advisors, LLC$60520.00%2q+271.4%
True Wealth Design, LLC$58510.00%6q+64.5%
Fortitude Family Office, LLC$29260.00%newNEW
SJS Investment Consulting Inc.$28250.00%2q+733.3%
IFP Advisors, Inc$24210.00%5q+133.3%
Virtu Financial LLC$1311,6810.00%newNEW
CITIGROUP INC$440.00%13q-99.6%
Clearstead Advisors, LLC$420.00%newNEW

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202649$4.8M4,205,1171216161.0%
Q1 202661$6.2M3,331,771823151.1%
Q4 202555$9.5M3,365,777916210.5%
Q3 202552$8.6M3,325,117917140.8%
Q2 202548$8.8M3,419,335615141.0%
Q1 202546$9.4M3,409,16658181.2%
Q4 202443$19.0M3,705,25441951.7%
Q3 202443$21.5M3,395,71271692.0%
Q2 202437$18.6M2,301,55541781.0%
Q1 202442$18.2M2,513,053816815.4%
Q4 202336$27.4M1,906,6441521115.5%
Q3 202324$1.9M210,09947120.0%
Q2 202322$2.1M235,55722000.0%