Who owns Fermi (FRMI)?

79 holders named in SEC filings declare between 62.2% and 67.1% of Fermi's shares outstanding, as of Aug 20, 2026. The largest are Toby Neugebauer (22.5%), Caddis Holdings, LP (8.2%) and James Richard Perry (5.1%); the five largest hold 41.0% together. Another 225 institutions hold small positions worth 2.2%. At least 30.7% of the shares appear in no ownership filing: investors who do not have to report, mostly individuals. From Mar 31, 2026 to Jun 30, 2026, institutions that filed both quarters bought 18.0% and sold 4.6% of the shares, a net purchase of 13.5%; 118 opened a position, 103 added, 42 reduced and 40 sold out. Biggest buyers: SRS Investment Management, LLC (+20.2M shares) and Vanguard (+6.8M shares). Biggest sellers: UBS (-5.7M) and Barclays (-3.0M). Schedule 13D/G filings since Mar 31, 2026: Caddis Holdings, LP cut its stake to 8.2% on Jun 30, 2026 and Robert Randolph Neugebauer fell below 5% (1.8% still declared) on Jun 30, 2026. Directors and officers, from their latest Form 4: James Richard Perry (5.1%), Jacobo Ortiz Blanes (2.1%) and Charles Lynn Hamilton (2.1%). Over time, 290 managers declared Fermi in their 13F for Q2 2026, against 156 for Q4 2025: together at most 25.4% of the shares outstanding, against 7.4%.

Fermi institutional ownership over time

From SEC Form 13F, every quarter since the end of 2019, read like the current quarter: entities of a house summed, a value contradicting its share count set aside. The share of the company is an upper bound — two managers can declare the same shares — over the shares outstanding at that date.

More on Fermi

• Fermi stock (FRMI): price and overview
• Fermi dividend
• Fermi technicals and short interest

All tracked companies · Holders · Dividends