Who owns SpaceX now: 1,752 funds had to say — and one of them is 83% SpaceX

Figures below come from Q2 2026 Form 13F-HR filings (reporting period June 30, 2026). Holder counts are from EDGAR full-text search on SpaceX's CUSIP 84615Q103 across all 13F-HR filings from July 1 through deadline day, August 14. Position values come from the processed subset of manager books (3,638 filings parsed so far) plus filings read directly on sec.gov, cited by accession below. Filings with obvious value-scaling errors were excluded. Stragglers could still file until EDGAR's 02:00 UTC close, and amendments trickle in for weeks — this census will only grow. Research, not investment advice.

On Monday we wrote that Friday, August 14 was the 13F deadline for Q2 — the first quarter in which every fund that owns SpaceX ($SPCX) as a public stock would have to say so in a filing — and promised we'd be reading those filings the day they landed. It's Friday night. Here is the census.

The headline numbers

Between July 1 and the deadline, 9,217 institutional managers filed Q2 13F-HRs. 1,752 of them — 19% — report a SpaceX position, identified by the stock's CUSIP in the filed information tables. On deadline day alone, 1,835 managers filed, 298 of them SpaceX holders.

Among the manager books processed so far (3,638 filings, roughly the first half of the season's holders), the aggregate SpaceX stake is 64.0 million shares worth $10.94 billion at the filed June 30 marks — a remarkably consistent implied ~$171 per share across hundreds of independent filings.

And then there is the whale. Alphabet ($GOOGL) disclosed 551,189,500 shares worth $94.18 billion (accession 0001652044-26-000073) — the 2015 private investment, now marked to market in a filed document. That single position is about 8.6 times the combined disclosed stake of every processed institutional manager. The unprocessed half of the holder list will raise the institutional total over the weekend, but not by enough to change the sentence: Google owns multiples of what all of Wall Street's filers disclosed, combined.

The census says: everyone owns a little, almost nobody bets

One fund in five holding a newly public stock sounds like conviction. The position sizes say otherwise. The median SpaceX position is 0.05% of the holder's book — a token, a placeholder, an index echo. Of the processed holders, only 36 funds gave SpaceX more than 1% of their book, and just nine gave it more than 4%. The top ten holders account for 82% of all disclosed non-Alphabet value; the other ~740 split the remaining 18%.

The conviction list is short and specific:

Mirae Asset Global Investments — 26,056,048 shares, $4.45 billion, 6.6% of its aggregate book. The Seoul-headquartered manager behind the Global X ETF complex holds the largest conventional-manager position by a factor of three.

Cannae Holdings ($CNNE) — the purest bet in the entire filing set. Cannae's Q2 13F (accession 0001704720-26-000136, filed July 14) lists exactly two positions: 649,350 shares of SpaceX worth $111 million, and a stake in Alight. SpaceX is 83.0% of the filed book. Bill Foley's holding company didn't add SpaceX to a portfolio; it made SpaceX the portfolio.

Hyperion Asset Management — 1,177,203 shares at 5.3% of book, the Australian growth manager's style writ literal.

The rest of the top ten — Jennison Associates ($1.27B), MFS ($1.22B), Swedbank ($0.61B), Citigroup ($0.47B), Sumitomo Mitsui Trust ($0.39B), Daiwa, Envestnet — hold SpaceX at 0.8% of book or less. Real money, carefully sized.

Why every position here is "new"

Q1 books closed March 31, before SpaceX listed — so Q2 is the first quarter the stock could appear on any 13F, and every one of these 1,752 positions is a first-time disclosure. What 13Fs can't show is how each fund got there: IPO allocation, open-market buying, or — Alphabet's route — a private stake that converted at listing. The filings disclose the what, not the when; within-quarter timing isn't in the form.

What the census misses

Form 13F covers long US-listed positions at managers above $100 million — not insiders, not employees, not private holders who never converted, not smaller or purely foreign funds. This census is the floor of SpaceX ownership, not the ceiling. It also isn't finished: EDGAR accepted filings until 02:00 UTC after the deadline, data providers will spend the weekend parsing Friday's 1,835-filing flood, and we'll refresh the numbers as the tail processes.

The scoreboard, kept honest

The viral version of this story was a screenshot: "everyone is buying SpaceX." The filed version is more interesting. One company owns most of the disclosed stock. About 1,750 institutions own a sliver each — the median sliver rounding to five basis points. And nine funds actually bet, one of them with 83 cents of every filed dollar.

If SpaceX is in your book, the ownership table isn't the number to watch — the Q2 8-K's numbers are: Starlink subscriber growth and the AI segment's margin. Those are the kind of filed claims our Thesis Monitor checks against every new SEC filing automatically, so the next 10-Q tells you whether your thesis survived before the screenshots do.

Research, not investment advice.