Security Snapshot

Aeries Technology, Inc. - Class A Ordinary Shares, $0.0001 par value (AERT) Institutional Ownership

CUSIP: G0136H102

13F Institutional Holders and Ownership History from Q4 2023 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

11

Shares (Excl. Options)

6,783,664

Price

$0.31

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+6,527,426
Value change
+$2,022,288
Number of holders
11
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
48,675,710
SEC-reported price per share
$0.78
Insider filing price
$0.78
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • AERT - Aeries Technology, Inc. - Class A Ordinary Shares, $0.0001 par value is tracked under CUSIP G0136H102.
  • 11 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 10 to 11 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $132,337 to $2,122,996.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 11 institutions filings for Q1 2026.

Open SEC evidence

Security key

G0136H102

Latest holder period

Q1 2026

13F holders

11

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
AERT
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Khare Bhisham 6.9% $2,686,899 3,358,624 Bhisham Khare 10 Mar 2025

As of 31 Mar 2026, 11 institutional investors reported holding 6,783,664 shares of Aeries Technology, Inc. - Class A Ordinary Shares, $0.0001 par value (AERT). This represents 14% of the company’s total 48,675,710 outstanding shares.

13F concentration

Top 15 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
14%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Marex Group plc 9.2% 4,495,814 0.01% $1,407,190
Diametric Capital, LP 3.4% 1,648,302 0.14% $515,918
CITADEL ADVISORS LLC 0.52% 251,772 +218% 0% $78,805
HRT FINANCIAL LP 0.35% 170,256 +996% 0% $53,000
JANE STREET GROUP, LLC 0.15% 70,937 0% $22,204
XTX Topco Ltd 0.08% 40,381 0% $12,639
UBS Group AG 0.08% 36,574 +98% 0% $11,447
BOOTHBAY FUND MANAGEMENT, LLC 0.06% 30,000 0% 0% $9,390
RENAISSANCE TECHNOLOGIES LLC 0.05% 26,000 0% $8,138
GEODE CAPITAL MANAGEMENT, LLC 0.03% 12,875 0% 0% $4,029
SBI Securities Co., Ltd. 0% 753 +318% 0% $236
Limestone Investment Advisors LP 0% 0 -100% $0
CITIGROUP INC 0% 0 -100% $0
Virtu Financial LLC 0% 0 -100% $0
ARISTEIA CAPITAL, L.L.C. 0% 0 -100% $0

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
10
Latest
Q1 2026
Rows shown
1-10 of 10
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 6,783,664 $2,122,996 +$2,022,288 $0.31 11
2025 Q4 256,238 $132,337 -$44,637 $0.52 10
2025 Q3 322,025 $217,788 -$178,717 $0.68 9
2025 Q2 434,021 $529,505 -$53,193 $1.22 9
2025 Q1 534,086 $311,608 -$1,563,401 $0.58 13
2024 Q4 2,199,216 $2,044,912 +$332,247 $0.93 14
2024 Q3 1,369,902 $3,079,397 -$1,604,262 $2.30 15
2024 Q2 2,046,026 $3,826,779 +$716,936 $1.89 14
2024 Q1 1,644,238 $4,079,692 -$1,032,157 $2.57 12
2023 Q4 2,053,880 $4,964,127 +$4,964,127 $2.50 12
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