BIRD Institutional Ownership & Shareholders
SMARTBIRD INC (BIRD) is currently held by 41 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $5.53M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2025.
Fmr Llc is currently the largest disclosed institutional shareholder of BIRD tracked by InsiderSet, reporting ownership valued at approximately $4.68M in its March 31, 2025 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $952,952.95, representing an estimated loss of -79.66% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed BIRD value among the investors covered in this analysis. Major shareholders include Fmr Llc, Vanguard Capital Management Llc, Blackrock, Inc., and several other long-term asset managers with concentrated positions in SMARTBIRD INC (BIRD).
This page ranks the largest institutional BIRD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
41
Total Reported Value
$5.53M
Largest Holder
Fmr Llc
Largest Position
$4.68M
Insider Transactions (90d)
16
Latest Filing Quarter
Q1 2025
New Institutional Positions
63
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fmr Llc | 0.00% | 727,445 | $4,684,746 | $952,953 | -$3,731,793 | -79.66% | |
| Vanguard Capital Management Llc | 0.00% | 214,233 | $856,932 | $280,645 | -$576,287 | -67.25% | |
| Blackrock, Inc. | 0.00% | 80,861 | $323,444 | $105,928 | -$217,516 | -67.25% | |
| Anson Funds Management Lp | 0.02% | 64,304 | $257,216 | $84,238 | -$172,978 | -67.25% | |
| Cygnus Capital Advisors, Llc | 0.13% | 46,499 | $186,000 | $60,914 | -$125,086 | -67.25% | |
| Vanguard Fiduciary Trust Co | 0.00% | 42,391 | $169,564 | $55,532 | -$114,032 | -67.25% | |
| Hrt Financial Lp | 0.00% | 40,322 | $161,000 | $52,822 | -$108,178 | -67.19% | |
| Geode Capital Management, Llc | 0.00% | 53,015 | $138,407 | $69,450 | -$68,957 | -49.82% | |
| Ubs Group Ag | 0.00% | 27,849 | $111,396 | $36,482 | -$74,914 | -67.25% | |
| Spark Investment Management Llc | 0.22% | 27,634 | $110,536 | $36,201 | -$74,335 | -67.25% | |
| Jpmorgan Chase & Co | 0.00% | 24,151 | $103,608 | $31,638 | -$71,970 | -69.46% | |
| Jane Street Group, Llc | 0.00% | 24,585 | $98,340 | $32,206 | -$66,134 | -67.25% | |
| Finley Financial, Llc | 0.04% | 25,000 | $87,250 | $32,750 | -$54,500 | -62.46% | |
| State Street Corp | 0.00% | 19,714 | $78,856 | $25,825 | -$53,031 | -67.25% | |
| Engineers Gate Manager Lp | 0.00% | 18,228 | $72,912 | $23,879 | -$49,033 | -67.25% | |
| Virtu Financial Llc | 0.00% | 17,562 | $70,000 | $23,006 | -$46,994 | -67.13% | |
| Northern Trust Corp | 0.00% | 15,147 | $60,588 | $19,843 | -$40,745 | -67.25% | |
| Rockefeller Capital Management L.P. | 0.00% | 4,039 | $16,156 | $5,291 | -$10,865 | -67.25% | |
| Sbi Securities Co., Ltd. | 0.00% | 4,000 | $10,440 | $5,240 | -$5,200 | -49.81% | |
| Morgan Stanley | 0.00% | 2,048 | $8,192 | $2,683 | -$5,509 | -67.25% | |
| Spire Wealth Management | 0.00% | 3,000 | $7,830 | $3,930 | -$3,900 | -49.81% | |
| Vanguard Global Advisers, Llc | 0.00% | 1,780 | $7,120 | $2,332 | -$4,788 | -67.25% | |
| Tower Research Capital Llc (Trc) | 0.00% | 1,709 | $6,836 | $2,239 | -$4,597 | -67.25% | |
| Trellis Wealth Advisors Llc | 0.00% | 1,000 | $2,610 | $1,310 | -$1,300 | -49.81% | |
| Osaic Holdings, Inc. | 0.00% | 578 | $2,312 | $757 | -$1,555 | -67.25% | |
| Royal Bank Of Canada | 0.00% | 488 | $2,000 | $639 | -$1,361 | -68.04% | |
| Group One Trading Llc | 0.00% | 199 | $796 | $261 | -$535 | -67.25% | |
| Bnp Paribas Financial Markets | 0.00% | 94 | $376 | $123 | -$253 | -67.25% | |
| Wells Fargo & Company/Mn | 0.00% | 75 | $300 | $98 | -$202 | -67.25% | |
| Eversource Wealth Advisors, Llc | 0.00% | 100 | $261 | $131 | -$130 | -49.81% | |
| Cwm, Llc | 0.00% | 75 | $226 | $98 | -$128 | -56.53% | |
| National Bank Of Canada | 0.00% | 25 | $100 | $33 | -$67 | -67.25% | |
| Asset Dedication, Llc | 0.00% | 36 | $93 | $47 | -$46 | -49.29% | |
| Jones Financial Companies Lllp | 0.00% | 20 | $88 | $26 | -$62 | -70.23% | |
| Rothschild Investment Llc | 0.00% | 20 | $80 | $26 | -$54 | -67.25% | |
| Barclays Plc | 0.00% | 9 | $23 | $12 | -$11 | -48.74% | |
| Millstone Evans Group, Llc | 0.00% | 5 | $20 | $7 | -$13 | -67.25% | |
| Strive Financial Group ,Llc | 0.00% | 7 | $18 | $9 | -$9 | -49.06% | |
| Harbour Investments, Inc. | 0.00% | 5 | $13 | $7 | -$6 | -49.62% | |
| Nbt Bank N A | 0.00% | 2 | $5 | $3 | -$2 | -47.60% | |
| Parallel Advisors, Llc | 0.00% | 1 | $3 | $1 | -$2 | -56.33% |
Frequently asked questions about BIRD
Who are the largest institutional holders of BIRD?
The largest institutional holders of BIRD reported in the latest SEC Form 13F filings include Fmr Llc, Vanguard Capital Management Llc, Blackrock, Inc., Anson Funds Management Lp, and Cygnus Capital Advisors, Llc. InsiderSet ranks institutional holders by their latest reported BIRD position.
What is BIRD institutional ownership?
This page tracks BIRD positions reported by institutional investment managers through SEC Form 13F. SMARTBIRD INC (BIRD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BIRD?
InsiderSet currently tracks 41 institutional managers reporting BIRD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BIRD shareholders.
How much BIRD stock do institutions own?
Institutional investment managers disclosed approximately $5.53M in BIRD holdings for Q1 2025. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BIRD institutional ownership last updated?
The latest BIRD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended March 31, 2025. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BIRD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BIRD position after the reporting date.
Are institutions buying or selling BIRD?
Institutional buying and selling can be analyzed by comparing BIRD positions across consecutive 13F reporting periods. InsiderSet's BIRD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BIRD ownership changes.
How has BIRD institutional ownership changed over time?
InsiderSet tracks BIRD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.