Who owns the AI companies?

According to SEC filings, Vanguard is the largest shareholder of 100 of the 219 AI and semiconductor companies we follow, BlackRock of 52 and Fidelity (FMR) of 12. In 28 of them, the largest shareholder is an individual — the largest stakes: Michael Novogratz at Galaxy Digital (49.3%), Elon R. Musk at SpaceX (48.7%, options or other rights included) and Michael S. Dell at Dell (41.8%).

Most often the largest shareholder

  1. Vanguard: largest shareholder of 100 companies — NVIDIA (NVDA), Apple (AAPL), Alphabet (GOOGL), Microsoft (MSFT), Broadcom (AVGO), Micron (MU), and 94 more
  2. BlackRock: largest shareholder of 52 companies — Intel (INTC), Applied Materials (AMAT), Lam Research (LRCX), Snowflake (SNOW), Trane (TT), Adobe (ADBE), and 46 more
  3. Fidelity (FMR): largest shareholder of 12 companies — TSMC (TSM), Astera Labs (ALAB), Ciena (CIEN), NXP Semiconductors (NXPI), Celestica (CLS), onsemi (ON), and 6 more
  4. Capital Group: largest shareholder of 4 companies — ASML (ASML), Cloudflare (NET), Carrier (CARR), SPX Technologies (SPXC)
  5. Invesco: largest shareholder of 2 companies — Arm Holdings (ARM), HIVE Digital (HIVE)
  6. T. Rowe Price: largest shareholder of 2 companies — Tower Semiconductor (TSEM), Lattice Semiconductor (LSCC)
  7. Access Industries Management, LLC: largest shareholder of 1 company — DigitalOcean (DOCN)
  8. Ameriprise Financial, Inc.: largest shareholder of 1 company — Synaptics (SYNA)
  9. Bit Digital, Inc.: largest shareholder of 1 company — WhiteFiber (WYFI)
  10. Foundation Capital Management Co. VIII, L.L.C.: largest shareholder of 1 company — Cerebras Systems (CBRS)

AI companies whose largest shareholder is an individual

CompanyLargest shareholderShare of the companyFiling
Galaxy Digital (GLXY)Michael Novogratz, Chief Executive Officer49.3%Form 4, Sep 1, 2026
SpaceX (SPCX)Elon R. Musk48.7% (options or other rights included)Schedule 13G, Jun 30, 2026
Dell (DELL)Michael S. Dell41.8%Schedule 13G, Dec 31, 2025
Oracle (ORCL)Larry Ellison, Executive Chairman38.3%Form 4, Jul 15, 2025
IPG Photonics (IPGP)Eugene A. Shcherbakov34.3%Schedule 13D, Feb 18, 2026
Amkor (AMKR)John T. Kim30.3%Schedule 13D, May 1, 2026
Nano Nuclear Energy (NNE)Jiang Yu, President and Chairman29.7%Form 4, Sep 2, 2026
Fermi (FRMI)Toby Neugebauer22.5%Schedule 13G, Sep 30, 2025
Himax Technologies (HIMX)Biing-Seng Wu, director22.0%Form 4, Mar 18, 2026
ASE Technology (ASX)Chien Shen Chang, director21.5%Form 4, Apr 9, 2026
Tempus AI (TEM)Eric P. Lefkofsky, CEO and Chairman20.2%Form 4, Sep 22, 2026
Bitdeer (BTDR)Jihan Wu, Chairman of the Board and CEO20.1%Form 4, Mar 18, 2026
Vicor (VICR)Patrizio Vinciarelli, Chairman & CEO18.4%Form 4, Oct 2, 2026
UiPath (PATH)Daniel Dines, CEO and Chairman17.5%Form 4, Sep 8, 2026
Zscaler (ZS)Jagtar Singh Chaudhry, CEO & Chairman16.5%Form 4, Sep 16, 2026
AAON (AAON)Norman H. Asbjornson, director15.5%Form 4, Sep 1, 2026
Arista Networks (ANET)Andy Bechtolsheim, 10% owner14.3%Form 4, Sep 17, 2026
MasTec (MTZ)Jorge Mas, director14.3%Form 4, Mar 18, 2026
Alpha & Omega Semiconductor (AOSL)Mike F. Chang, director14.1%Form 4, Aug 24, 2026
Meta Platforms (META)Mark Zuckerberg, COB and CEO13.4%Form 4, Sep 24, 2026
Nebius (NBIS)Arkadiy Volozh, CEO11.6%Form 4, Oct 1, 2026
Oklo (OKLO)Jacob DeWitte, Co-Founder, CEO10.8%Form 4, Oct 1, 2026
TSS (TSSI)Peter H. Woodward, director10.7%Form 4, Jun 2, 2026
Amazon (AMZN)Jeffrey P. Bezos, Executive Chair8.2%Form 4, Aug 26, 2026
Soluna (SLNH)Michael Toporek, director7.0%Form 4, Jun 1, 2026
IREN (IREN)Daniel John Roberts, Co-Chief Executive Officer6.6%Form 4, Jul 1, 2026
Digi Power X (DGXX)Michel Amar, Chief Executive Officer5.9%Form 4, Aug 19, 2026
Netlist (NLST)Chun K. Hong, President, CEO and Chairman4.6%Form 4, Jul 16, 2026

The largest shareholder of every AI company

Biggest companies first. Each company's page says who owns it, how much institutions hold and who bought and sold last quarter.

CompanyLargest shareholderShare of the companyFilingLargest individual
NVIDIA (NVDA)Vanguard9.5%13F, Jun 30, 2026Jensen Huang, President and CEO 3.4%
Apple (AAPL)Vanguard9.9%13F, Jun 30, 2026—
Alphabet (GOOGL)Vanguard7.9%13F, Jun 30, 2026Sergey Brin, director 5.9%
Microsoft (MSFT)Vanguard9.8%13F, Jun 30, 2026—
Amazon (AMZN)Jeffrey P. Bezos8.2%Form 4, Aug 26, 2026Jeffrey P. Bezos, Executive Chair 8.2%
TSMC (TSM)Fidelity (FMR)1.1%13F, Jun 30, 2026Fang Churng Tseng, director 0.13%
SpaceX (SPCX)Elon R. Musk48.7% (options or other rights included)Schedule 13G, Jun 30, 2026Elon R. Musk 48.7% (options or other rights included)
Meta Platforms (META)Mark Zuckerberg13.4%Form 4, Sep 24, 2026Mark Zuckerberg, COB and CEO 13.4%
Broadcom (AVGO)Vanguard10.1%13F, Jun 30, 2026Henry Samueli, director 1.7%
Micron (MU)Vanguard9.7%13F, Jun 30, 2026—
AMD (AMD)Vanguard9.9%13F, Jun 30, 2026—
ASML (ASML)Capital Group1.6%13F, Jun 30, 2026—
Intel (INTC)BlackRock8.5%13F, Jun 30, 2026—
Cisco (CSCO)Vanguard10.3%13F, Jun 30, 2026—
Palantir (PLTR)Vanguard9.1%13F, Jun 30, 2026Peter Thiel, director 2.9%
Oracle (ORCL)Larry Ellison38.3%Form 4, Jul 15, 2025Larry Ellison, Executive Chairman 38.3%
Applied Materials (AMAT)BlackRock10.1%13F, Jun 30, 2026—
Lam Research (LRCX)BlackRock10.6%13F, Jun 30, 2026—
Caterpillar (CAT)Vanguard10.1%13F, Jun 30, 2026—
Dell (DELL)Michael S. Dell41.8%Schedule 13G, Dec 31, 2025Michael S. Dell 41.8%
Palo Alto Networks (PANW)Vanguard9.9%13F, Jun 30, 2026—
Arm Holdings (ARM)Invesco1.2%13F, Jun 30, 2026—
CrowdStrike (CRWD)Vanguard9.6%13F, Jun 30, 2026Sameer K. Gandhi, director 1.5%
GE Vernova (GEV)Vanguard9.3%13F, Jun 30, 2026—
Arista Networks (ANET)Andy Bechtolsheim14.3%Form 4, Sep 17, 2026Andy Bechtolsheim, 10% owner 14.3%
Texas Instruments (TXN)Vanguard10.8%13F, Jun 30, 2026—
KLA (KLAC)Vanguard10.6%13F, Jun 30, 2026—
Marvell (MRVL)Vanguard10.0%13F, Jun 30, 2026—
Sandisk (SNDK)Vanguard10.0%13F, Jun 30, 2026—
Amphenol (APH)Vanguard10.4%13F, Jun 30, 2026—
IBM (IBM)Vanguard10.5%13F, Jun 30, 2026—
Analog Devices (ADI)Vanguard10.6%13F, Jun 30, 2026—
Qualcomm (QCOM)Vanguard10.8%13F, Jun 30, 2026—
Salesforce (CRM)Vanguard9.2%13F, Jun 30, 2026Marc Benioff, Chair and CEO 2.7%
Seagate (STX)Vanguard10.9%13F, Jun 30, 2026—
Eaton (ETN)Vanguard9.9%13F, Jun 30, 2026—
NextEra Energy (NEE)Vanguard10.6%13F, Jun 30, 2026—
Western Digital (WDC)Vanguard10.8%13F, Jun 30, 2026—
Corning (GLW)Vanguard9.0%13F, Jun 30, 2026—
ServiceNow (NOW)Vanguard10.0%13F, Jun 30, 2026—
Fortinet (FTNT)Vanguard9.8%13F, Jun 30, 2026Ken Xie, PRESIDENT & CEO 7.9%
Cloudflare (NET)Capital Group10.0%13F, Jun 30, 2026Matthew Prince, CEO & Board Co-Chair 7.1%
Accenture (ACN)Vanguard10.8%13F, Jun 30, 2026—
Snowflake (SNOW)BlackRock8.9%13F, Jun 30, 2026Benoît Dageville, director 1.2%
Quanta Services (PWR)Vanguard12.1%13F, Jun 30, 2026Earl C. Austin Jr., President and CEO 0.41%
Constellation Energy (CEG)Vanguard11.3%13F, Jun 30, 2026—
Trane (TT)BlackRock9.9%13F, Jun 30, 2026—
ASE Technology (ASX)Chien Shen Chang21.5%Form 4, Apr 9, 2026Chien Shen Chang, director 21.5%
Equinix (EQIX)Vanguard13.8%13F, Jun 30, 2026—
Lumentum (LITE)Vanguard10.9%13F, Jun 30, 2026—
Datadog (DDOG)Vanguard11.8%13F, Jun 30, 2026Olivier Pomel, Chief Executive Officer 2.6%
Cadence (CDNS)Vanguard10.1%13F, Jun 30, 2026—
Southern Company (SO)Vanguard9.8%13F, Jun 30, 2026—
Vertiv (VRT)Vanguard12.2%13F, Jun 30, 2026—
Synopsys (SNPS)Vanguard9.8%13F, Jun 30, 2026—
Johnson Controls (JCI)Vanguard11.0%13F, Jun 30, 2026—
Hewlett Packard Enterprise (HPE)Vanguard13.1%13F, Jun 30, 2026—
Adobe (ADBE)BlackRock10.6%13F, Jun 30, 2026—
Duke Energy (DUK)Vanguard10.2%13F, Jun 30, 2026—
Bloom Energy (BE)Vanguard8.9%13F, Jun 30, 2026KR Sridhar, Chairman & CEO 0.95%
Intuit (INTU)Vanguard11.0%13F, Jun 30, 2026Scott Cook, director 2.1%
American Tower (AMT)Vanguard13.6%13F, Jun 30, 2026—
Cummins (CMI)Vanguard13.0%13F, Jun 30, 2026—
Monolithic Power (MPWR)Vanguard12.4%13F, Jun 30, 2026Michael Hsing, CEO 2.0%
Digital Realty (DLR)Vanguard15.2%13F, Jun 30, 2026—
Astera Labs (ALAB)Fidelity (FMR)14.3%13F, Jun 30, 2026Jitendra Mohan, Chief Executive Officer 4.6%
Teradyne (TER)Vanguard13.1%13F, Jun 30, 2026—
Coherent (COHR)Vanguard12.6%13F, Jun 30, 2026—
American Electric Power (AEP)Vanguard11.9%13F, Jun 30, 2026—
Keysight Technologies (KEYS)Vanguard12.7%13F, Jun 30, 2026—
Comfort Systems USA (FIX)Vanguard12.9%13F, Jun 30, 2026Brian E. Lane, CHIEF EXECUTIVE OFF. 0.41%
TE Connectivity (TEL)Vanguard13.3%13F, Jun 30, 2026—
Nebius (NBIS)Arkadiy Volozh11.6%Form 4, Oct 1, 2026Arkadiy Volozh, CEO 11.6%
Ciena (CIEN)Fidelity (FMR)13.5%13F, Jun 30, 2026—
NXP Semiconductors (NXPI)Fidelity (FMR)10.0%13F, Jun 30, 2026—
United Microelectronics (UMC)BlackRock1.3%13F, Jun 30, 2026Chia-Tsung Hung, Chairman & CSO 0.51%
Dominion Energy (D)Vanguard12.7%13F, Jun 30, 2026—
Vistra (VST)Vanguard12.4%13F, Jun 30, 2026—
STMicroelectronics (STM)VanEck1.6%13F, Jun 30, 2026—
CoreWeave (CRWV)Magnetar Financial LLC9.4%13F, Jun 30, 2026Michael N. Intrator, CEO and President 9.4%
Autodesk (ADSK)Vanguard13.2%13F, Jun 30, 2026—
Entergy (ETR)Vanguard13.4%13F, Jun 30, 2026—
Carrier (CARR)Capital Group15.3%13F, Jun 30, 2026Maximilian Viessmann, director 4.6%
Xcel Energy (XEL)Vanguard13.3%13F, Jun 30, 2026—
NetApp (NTAP)Vanguard13.8%13F, Jun 30, 2026—
Flex (FLEX)Vanguard12.7%13F, Jun 30, 2026Revathi Advaithi, Chief Executive Officer 0.37%
Celestica (CLS)Fidelity (FMR)7.3%13F, Jun 30, 2026Robert Mionis, Chief Executive Officer 0.58%
Microchip (MCHP)Vanguard13.7%13F, Jun 30, 2026Steve Sanghi, President, CEO and Chair of Bd 1.7%
Exelon (EXC)Vanguard13.0%13F, Jun 30, 2026—
Cerebras Systems (CBRS)Foundation Capital Management Co. VIII, L.L.C.6.0%Schedule 13G, Jun 30, 2026Andrew D. Feldman, CEO, President 5.9%
Credo (CRDO)BlackRock9.4%13F, Jun 30, 2026Pantas Sutardja, director 3.1%
EMCOR (EME)Vanguard12.1%13F, Jun 30, 2026—
Public Service Enterprise (PEG)Vanguard13.7%13F, Jun 30, 2026—
Iron Mountain (IRM)Vanguard16.0%13F, Jun 30, 2026Kent P. Dauten, director 0.41%
Zscaler (ZS)Jagtar Singh Chaudhry16.5%Form 4, Sep 16, 2026Jagtar Singh Chaudhry, CEO & Chairman 16.5%
onsemi (ON)Fidelity (FMR)14.6%13F, Jun 30, 2026—
Jabil (JBL)Vanguard12.6%13F, Jun 30, 2026Mark T. Mondello, Executive Chairman 1.1%
Tower Semiconductor (TSEM)T. Rowe Price6.2%13F, Jun 30, 2026Russell Craig Ellwanger, Chief Executive Officer 0.47%
MongoDB (MDB)Vanguard10.7%13F, Jun 30, 2026Dwight Merriman, director 1.9%
Crown Castle (CCI)Vanguard16.7%13F, Jun 30, 2026—
HP Inc. (HPQ)Vanguard14.1%13F, Jun 30, 2026—
Super Micro Computer (SMCI)Vanguard11.4%13F, Jun 30, 2026Charles Liang, President and CEO 10.1%
nVent (NVT)BlackRock10.6%Schedule 13G, Aug 31, 2026—
GlobalFoundries (GFS)Mubadala Investment Co PJSC71.9%13F, Jun 30, 2026—
MACOM (MTSI)Fidelity (FMR)13.8%13F, Jun 30, 2026Susan M. Ocampo 6.4%
Cognizant (CTSH)Vanguard13.8%13F, Jun 30, 2026—
Hubbell (HUBB)Vanguard12.6%13F, Jun 30, 2026—
Entegris (ENTG)BlackRock13.4%13F, Jun 30, 2026—
Texas Pacific Land (TPL)HORIZON KINETICS ASSET MANAGEMENT LLC14.2%13F, Jun 30, 2026Peter Doyle, director 0.22%
NRG Energy (NRG)Vanguard12.7%13F, Jun 30, 2026David Nanus, 10% owner 3.9%
SiTime (SITM)Fidelity (FMR)13.2%13F, Jun 30, 2026Rajesh Vashist, Chief Executive Officer 1.3%
Lattice Semiconductor (LSCC)T. Rowe Price15.0%13F, Jun 30, 2026—
MKS (MKSI)Vanguard10.7%13F, Jun 30, 2026—
Semtech (SMTC)Vanguard10.9%13F, Jun 30, 2026—
MasTec (MTZ)Jorge Mas14.3%Form 4, Mar 18, 2026Jorge Mas, director 14.3%
SBA Communications (SBAC)Vanguard16.9%13F, Jun 30, 2026—
Talen Energy (TLN)Vanguard9.5%13F, Jun 30, 2026Mark Allen McFarland, Chief Executive Officer 0.54%
Fabrinet (FN)BlackRock13.5%13F, Jun 30, 2026—
Sterling Infrastructure (STRL)BlackRock10.1%Schedule 13G, Aug 31, 2026Joseph A. Cutillo, Chief Executive Officer 0.95%
Akamai (AKAM)Vanguard12.5%13F, Jun 30, 2026—
DigitalOcean (DOCN)Access Industries Management, LLC15.9%Schedule 13D, Aug 4, 2026Padmanabhan T. Srinivasan, Chief Executive Officer 0.64%
Onto Innovation (ONTO)BlackRock11.2%13F, Jun 30, 2026—
IREN (IREN)Daniel John Roberts6.6%Form 4, Jul 1, 2026Daniel John Roberts, Co-Chief Executive Officer 6.6%
TTM Technologies (TTMI)Vanguard10.5%13F, Jun 30, 2026Thomas T. Edman, director 0.80%
Vicor (VICR)Patrizio Vinciarelli18.4%Form 4, Oct 2, 2026Patrizio Vinciarelli, Chairman & CEO 18.4%
BWX Technologies (BWXT)BlackRock13.2%13F, Jun 30, 2026—
Amkor (AMKR)John T. Kim30.3%Schedule 13D, May 1, 2026John T. Kim 30.3%
Generac (GNRC)Vanguard11.5%13F, Jun 30, 2026Aaron Jagdfeld, Chief Executive Officer 0.92%
Tempus AI (TEM)Eric P. Lefkofsky20.2%Form 4, Sep 22, 2026Eric P. Lefkofsky, CEO and Chairman 20.2%
Lennox (LII)Vanguard10.8%13F, Jun 30, 2026John W. Norris III, director 9.0%
Skyworks (SWKS)BlackRock13.7%13F, Jun 30, 2026—
Rambus (RMBS)BlackRock12.9%13F, Jun 30, 2026—
Sanmina (SANM)Fidelity (FMR)15.0%13F, Jun 30, 2026Jure Sola, Chairman & CEO 2.7%
Advanced Energy Industries (AEIS)BlackRock11.6%13F, Jun 30, 2026—
Viavi (VIAV)Vanguard10.6%13F, Jun 30, 2026Oleg Khaykin, President & CEO 0.72%
Nova (NVMI)Phoenix Financial Ltd.9.4%Schedule 13G, Sep 7, 2026—
Hut 8 (HUT)Vanguard9.4%13F, Jun 30, 2026Michael Ho 5.1%
FormFactor (FORM)BlackRock13.4%13F, Jun 30, 2026Mike Slessor, CEO 0.60%
Applied Optoelectronics (AAOI)Vanguard7.8%13F, Jun 30, 2026Chih-Hsiang (Thompson) Lin, President and CEO 2.5%
Modine (MOD)Vanguard9.4%13F, Jun 30, 2026Neil David Brinker, President and CEO 0.69%
Qorvo (QRVO)BlackRock11.5%13F, Jun 30, 2026—
Elastic (ESTC)Vanguard10.1%13F, Jun 30, 2026Shay Banon, Chief Technology Officer 5.2%
MaxLinear (MXL)BlackRock15.1%13F, Jun 30, 2026Kishore Seendripu, Chairman, President and CEO 5.1%
Silicon Motion (SIMO)Fidelity (FMR)6.8%13F, Jun 30, 2026Wallace Chiachang Kou, President and CEO 1.4%
SPX Technologies (SPXC)Capital Group9.8%13F, Jun 30, 2026Eugene Joseph Lowe III, PRESIDENT AND CEO 1.6%
Galaxy Digital (GLXY)Michael Novogratz49.3%Form 4, Sep 1, 2026Michael Novogratz, Chief Executive Officer 49.3%
GitLab (GTLB)Vanguard9.9%13F, Jun 30, 2026Sytse Sijbrandij, director 7.7%
TeraWulf (WULF)Vanguard8.6%13F, Jun 30, 2026Paul B. Prager, Chief Executive Officer 8.1%
Powell Industries (POWL)BlackRock9.9%13F, Jun 30, 2026Thomas W. Powell, 10% owner 6.0%
Silicon Labs (SLAB)BlackRock15.6%13F, Jun 30, 2026Navdeep S. Sooch, director 1.2%
Applied Digital (APLD)Vanguard9.3%13F, Jun 30, 2026Wes Cummins, CEO; Chairman 8.0%
Plexus (PLXS)BlackRock16.4%13F, Jun 30, 2026Dean A. Foate, director 0.43%
AAON (AAON)Norman H. Asbjornson15.5%Form 4, Sep 1, 2026Norman H. Asbjornson, director 15.5%
Allegro MicroSystems (ALGM)Fidelity (FMR)13.7%13F, Jun 30, 2026Michael Doogue, President and CEO 0.29%
Oklo (OKLO)Jacob DeWitte10.8%Form 4, Oct 1, 2026Jacob DeWitte, Co-Founder, CEO 10.8%
Riot Platforms (RIOT)Vanguard10.5%13F, Jun 30, 2026Soo il Benjamin Yi, EXECUTIVE CHAIRMAN 2.8%
Camtek (CAMT)Migdal Insurance & Financial Holdings Ltd.5.8%13F, Jun 30, 2026Rafi Amit, Chief Executive Officer 0.12%
EnerSys (ENS)BlackRock14.5%13F, Jun 30, 2026—
UiPath (PATH)Daniel Dines17.5%Form 4, Sep 8, 2026Daniel Dines, CEO and Chairman 17.5%
LandBridge (LB)LandBridge Holdings LLC61.2%Schedule 13D, Aug 7, 2026Jason Thomas Long, See Remarks 0.27%
Cipher Mining (CIFR)V3 Holding Ltd14.1%13F, Jun 30, 2026Tyler Page, Chief Executive Officer 2.4%
GDS Holdings (GDS)GIC Private Limited7.5%Schedule 13G, Jun 30, 2026William Wei Huang, Chairman and CEO 3.0%
Mobileye (MBLY)Intel Corp6.1%13F, Jun 30, 2026Amnon Shashua, CEO and President 2.7%
Solaris Energy Infrastructure (SEI)BlackRock10.5%Schedule 13G, Jul 31, 2026William A. Zartler, Chairman and Co-CEO 2.7%
Cirrus Logic (CRUS)Vanguard12.2%13F, Jun 30, 2026—
Argan (AGX)BlackRock15.7%13F, Jun 30, 2026Rainer H. Bosselmann, Former CEO & Director 1.4%
Vishay (VSH)BlackRock13.2%13F, Jun 30, 2026—
EPAM (EPAM)BlackRock12.9%13F, Jun 30, 2026Arkadiy Dobkin, Executive Chairman 3.5%
Impinj (PI)Fidelity (FMR)14.9%13F, Jun 30, 2026Daniel Patrick Gibson, director 3.4%
Core Scientific (CORZ)Vanguard10.9%13F, Jun 30, 2026Adam Taylor Sullivan, Chief Executive Officer 1.4%
ACM Research (ACMR)BlackRock12.4%13F, Jun 30, 2026David H. Wang, See Remarks 2.4%
Kulicke & Soffa (KLIC)BlackRock17.2%13F, Jun 30, 2026Fusen Ernie Chen, director 2.2%
Diodes (DIOD)BlackRock16.0%13F, Jun 30, 2026Keh Shew Lu, Special Advisor 1.1%
Synaptics (SYNA)Ameriprise Financial, Inc.19.1%13F, Jun 30, 2026Rahul G. Patel, See remarks below 0.48%
Primoris Services (PRIM)BlackRock12.7%13F, Jun 30, 2026—
Axcelis Technologies (ACLS)BlackRock16.3%13F, Jun 30, 2026Russell Low, PRESIDENT AND CEO 0.50%
MARA Holdings (MARA)BlackRock16.6%13F, Jun 30, 2026Frederick G. Thiel, Chief Executive Officer 1.1%
IPG Photonics (IPGP)Eugene A. Shcherbakov34.3%Schedule 13D, Feb 18, 2026Eugene A. Shcherbakov 34.3%
Cohu (COHU)BlackRock15.6%13F, Jun 30, 2026Luis A. Muller, President & CEO 1.7%
NuScale (SMR)Vanguard7.3%13F, Jun 30, 2026—
Veeco (VECO)BlackRock15.7%13F, Jun 30, 2026—
Ultra Clean (UCTT)BlackRock15.3%13F, Jun 30, 2026—
Penguin Solutions (PENG)BlackRock14.9%13F, Jun 30, 2026Kashif Shaikh, President and CEO 0.84%
Extreme Networks (EXTR)BlackRock16.0%13F, Jun 30, 2026Edward Meyercord, PRESIDENT AND CEO 1.3%
CleanSpark (CLSK)BlackRock16.5%13F, Jun 30, 2026S. Matthew Schultz, CEO & Chairman 1.4%
Navitas (NVTS)Vanguard7.5%13F, Jun 30, 2026Ranbir Singh, director 5.7%
Benchmark Electronics (BHE)BlackRock16.4%13F, Jun 30, 2026—
Centrus Energy (LEU)BlackRock11.2%Schedule 13G, Aug 31, 2026William J. Madia, director 0.29%
Aehr Test Systems (AEHR)BlackRock8.2%13F, Jun 30, 2026Rhea J. Posedel, director 1.3%
Ambarella (AMBA)Vanguard13.4%13F, Jun 30, 2026Leslie Kohn, Chief Technology Officer 2.2%
Power Integrations (POWI)BlackRock15.6%13F, Jun 30, 2026Balu Balakrishnan, director 0.50%
Fermi (FRMI)Toby Neugebauer22.5%Schedule 13G, Sep 30, 2025Toby Neugebauer 22.5%
Himax Technologies (HIMX)Biing-Seng Wu22.0%Form 4, Mar 18, 2026Biing-Seng Wu, director 22.0%
Bitdeer (BTDR)Jihan Wu20.1%Form 4, Mar 18, 2026Jihan Wu, Chairman of the Board and CEO 20.1%
SoundHound AI (SOUN)Vanguard10.6%13F, Jun 30, 2026Keyvan Mohajer, CEO 0.83%
Ichor (ICHR)BlackRock14.2%13F, Jun 30, 2026Philip Ryan Barros Sr., Chief Executive Officer 0.43%
Netlist (NLST)Chun K. Hong4.6%Form 4, Jul 16, 2026Chun K. Hong, President, CEO and Chairman 4.6%
nLIGHT (LASR)Vanguard8.7%13F, Jun 30, 2026Scott H. Keeney, President and CEO 3.4%
Innodata (INOD)BlackRock7.9%13F, Jun 30, 2026Jack Abuhoff, CEO 3.9%
Calix (CALX)BlackRock18.7%13F, Jun 30, 2026Carl Russo, director 8.8%
Photronics (PLAB)BlackRock16.1%13F, Jun 30, 2026Constantine S. Macricostas, director 0.70%
C3.ai (AI)Vanguard9.9%13F, Jun 30, 2026Thomas M. Siebel, CEO and Chairman of the Board 7.7%
Wolfspeed (WOLF)Renesas Electronics America Inc.31.8%13F, Jun 30, 2026Robert A. Feurle, CEO and Director 0.65%
Fluence (FLNC)The AES Corporation22.4%Schedule 13G, May 15, 2026—
VNET Group (VNET)PJ Millennium Limited Partnership38.1%Schedule 13D, Sep 21, 2026Sheng Chen 24.8%
BigBear.ai (BBAI)BlackRock8.5%13F, Jun 30, 2026Kevin McAleenan, Chief Executive Officer 0.29%
POET Technologies (POET)MMCAP International Inc. SPC14.5%Schedule 13G, Jun 30, 2026—
CEVA (CEVA)Vanguard9.0%13F, Jun 30, 2026Amir Panush, Chief Executive Officer 1.2%
Alpha & Omega Semiconductor (AOSL)Mike F. Chang14.1%Form 4, Aug 24, 2026Mike F. Chang, director 14.1%
Nano Nuclear Energy (NNE)Jiang Yu29.7%Form 4, Sep 2, 2026Jiang Yu, President and Chairman 29.7%
Lightwave Logic (LWLG)BlackRock8.0%13F, Jun 30, 2026Yves Le Maitre, CEO 1.2%
HIVE Digital (HIVE)Invesco6.2%13F, Jun 30, 2026Aydin Kilic, President & CEO 0.59%
WhiteFiber (WYFI)Bit Digital, Inc.69.6%Schedule 13D, Aug 21, 2026Samir Tabar, Chief Executive Officer 0.59%
indie Semiconductor (INDI)PRIMECAP MANAGEMENT CO/CA/13.6%13F, Jun 30, 2026Donald McClymont, Chief Executive Officer 2.3%
Grid Dynamics (GDYN)BlackRock8.2%13F, Jun 30, 2026Leonard Livschitz, CHIEF EXECUTIVE OFFICER 4.1%
Digi Power X (DGXX)Michel Amar5.9%Form 4, Aug 19, 2026Michel Amar, Chief Executive Officer 5.9%
Cerence (CRNC)BlackRock10.0%13F, Jun 30, 2026Brian Krzanich, Chief Executive Officer 3.8%
TSS (TSSI)Peter H. Woodward10.7%Form 4, Jun 2, 2026Peter H. Woodward, director 10.7%
Soluna (SLNH)Michael Toporek7.0%Form 4, Jun 1, 2026Michael Toporek, director 7.0%

Questions about who owns AI companies

Which investor is the largest shareholder of the most AI companies?

Vanguard: the largest shareholder of 100 of the 219 AI and semiconductor companies we follow, according to SEC filings, ahead of BlackRock (52) and Fidelity (FMR) (12).

Which AI companies have an individual as their largest shareholder?

28 of the 219: Michael Novogratz at Galaxy Digital (49.3%), Elon R. Musk at SpaceX (48.7%, options or other rights included), Michael S. Dell at Dell (41.8%), Larry Ellison at Oracle (38.3%), Eugene A. Shcherbakov at IPG Photonics (34.3%), John T. Kim at Amkor (30.3%), Jiang Yu at Nano Nuclear Energy (29.7%), Toby Neugebauer at Fermi (22.5%), Biing-Seng Wu at Himax Technologies (22.0%), Chien Shen Chang at ASE Technology (21.5%), Eric P. Lefkofsky at Tempus AI (20.2%), Jihan Wu at Bitdeer (20.1%) and 16 more.

Where do these figures come from?

From filings with the SEC: the 13F that fund managers file every quarter, the Schedules 13D and 13G that anyone holding more than 5% of a company must file, and the Form 4 of directors and officers. A share of a company is the shares declared over the shares outstanding; the page of each company says who declared what, and when.

The largest shareholder is the holder with the largest declared share of the company: a fund manager's latest 13F, a Schedule 13D or 13G (anyone holding more than 5%) or a director's or officer's Form 4, each dated. Shares in today's terms; a share that includes options or other rights not yet held says so. From SEC filings; not investment advice.

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