AZUL SA (AZUL) — Institutional Holders, Q2 2026
43 institutional investment managers reported a AZUL position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $547.6M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
AZUL 13F holders ranked 1–43 of 43
| # | Institution | Shares | Value | % of portfolio | QoQShares vs prior Q |
|---|---|---|---|---|---|
| 1 | United Airlines#1 · 15,919,380 sh | 15,919,380 | $143.1M | 37.16% | — |
| 2 | VR Advisory Services Ltd#2 · 8,854,652 sh | 8,854,652 | $79.6M | 7.06% | — |
| 3 | WHITEBOX ADVISORS#3 · 8,362,136 sh | 8,362,136 | $75.2M | 0.98% | — |
| 4 | DSC Meridian Capital#4 · 5,474,847 sh | 5,474,847 | $49.2M | 11.52% | — |
| 5 | READYSTATE ASSET MANAGEMENT#5 · 2,098,940 sh | 2,098,940 | $18.9M | 0.01% | — |
| 6 | MIRABELLA FINANCIAL SERVICES LLP#6 · 2,059,046 sh | 2,059,046 | $18.9M | 1.80% | — |
| 7 | PointState Capital#7 · 1,855,834 sh | 1,855,834 | $16.7M | 0.21% | — |
| 8 | Knighthead Capital Management#8 · 1,773,734 sh | 1,773,734 | $16.0M | 1.36% | — |
| 9 | BlackBarn Capital Partners#9 · 1,684,188 sh | 1,684,188 | $15.1M | 1.28% | — |
| 10 | VIKING GLOBAL INVESTORS#10 · 1,349,734 sh | 1,349,734 | $12.1M | 0.03% | — |
| 11 | MSD Partners, L.P.#11 · 1,147,091 sh | 1,147,091 | $10.3M | 13.43% | — |
| 12 | CASPIAN CAPITAL#12 · 1,034,524 sh | 1,034,524 | $9.3M | 5.28% | — |
| 13 | Sagil Capital LLP#13 · 843,494 sh | 843,494 | $7.6M | 2.71% | — |
| 14 | Deltroit Asset Management (UK) LLP#14 · 825,100 sh | 825,100 | $7.4M | 1.07% | — |
| 15 | REDWOOD CAPITAL MANAGEMENT#15 · 816,991 sh | 816,991 | $7.3M | 0.79% | — |
| 16 | FMR#16 · 811,746 sh | 811,746 | $7.3M | <0.01% | — |
| 17 | CANYON CAPITAL ADVISORS#17 · 721,828 sh | 721,828 | $6.5M | 0.74% | — |
| 18 | DG Capital Management#18 · 616,433 sh | 616,433 | $5.5M | 1.17% | — |
| 19 | CSS#19 · 597,806 sh | 597,806 | $5.4M | 0.21% | — |
| 20 | WELLS FARGO & COMPANY#20 · 594,724 sh | 594,724 | $5.3M | <0.01% | — |
| 21 | Senator Investment Group#21 · 505,584 sh | 505,584 | $4.5M | 0.17% | — |
| 22 | Man Group plc#22 · 488,052 sh | 488,052 | $4.4M | <0.01% | — |
| 23 | Taconic Capital Advisors#23 · 433,176 sh | 433,176 | $3.9M | 1.84% | — |
| 24 | Walleye Capital#24 · 370,987 sh | 370,987 | $3.3M | 0.01% | — |
| 25 | ROYAL BANK OF CANADA#25 · 344,508 sh | 344,508 | $3.1M | <0.01% | — |
| 26 | BlackRock#26 · 322,632 sh | 322,632 | $2.9M | 0.00% | — |
| 27 | SCOGGIN MANAGEMENT#27 · 210,198 sh | 210,198 | $1.9M | 0.20% | — |
| 28 | KIM#28 · 123,940 sh | 123,940 | $1.1M | 0.11% | — |
| 29 | AWH Capital, L.P.#29 · 115,000 sh | 115,000 | $1.0M | 0.73% | — |
| 30 | Glendon Capital Management#30 · 113,909 sh | 113,909 | $1.0M | 0.13% | — |
| 31 | MORGAN STANLEY#31 · 106,003 sh | 106,003 | $953.0K | <0.01% | — |
| 32 | GOLDMAN SACHS GROUP#32 · 85,216 sh | 85,216 | $766.1K | <0.01% | — |
| 33 | SEI INVESTMENTS#33 · 53,686 sh | 53,686 | $470.3K | <0.01% | — |
| 34 | EDMOND DE ROTHSCHILD HOLDING S.A.#34 · 46,017 sh | 46,017 | $413.7K | <0.01% | — |
| 35 | Centiva Capital#35 · 36,309 sh | 36,309 | $326.4K | <0.01% | — |
| 36 | BANK OF AMERICA#36 · 23,876 sh | 23,876 | $214.6K | 0.00% | — |
| 37 | GTS SECURITIES#37 · 17,963 sh | 17,963 | $161.5K | <0.01% | — |
| 38 | SPX Gestao de Recursos Ltda#38 · 15,676 sh | 15,676 | $140.9K | 0.02% | — |
| 39 | Fore Capital#39 · 12,751 sh | 12,751 | $114.6K | 0.03% | — |
| 40 | FNY Investment Advisers#40 · 4,646 sh | 4,646 | $41.0K | — | — |
| 41 | Ameliora Wealth Management Ltd.#41 · 2,000 sh | 2,000 | $18.0K | — | — |
| 42 | RHUMBLINE ADVISERS#42 · 1,280 sh | 1,280 | $11.5K | 0.00% | — |
| 43 | JPMORGAN CHASE#43 · 1 sh | 1 | $9.00 | 0.00% | — |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for the prior quarter without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.