Mesa Air Group Inc (MESA) Ownership

3.00 ↑0.21 (7.33%)

As of January 27, 2023, 3:58pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Mesa Air Group Inc (MESA), owning a total of 1.8 million shares. Combined, the top 22 institutional holders of MESA own 31.97% of the company with a total of 11.6 million shares.

In the latest ownership report on September 30th 2022, the top 22 institutional holders decreased their combined ownership of MESA by 1 million shares. 6 institutions bought 1,416,517 total additional shares and increased their ownership by an average of 11.60%. However 12 institutions sold 2,382,018 total shares and decreased their ownership by an average of 23.76%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Mesa Air Group decreased by a net total of -965,501 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	4.954%	10.512%	1,798,042	171,027	2022-09-30
Bank of America Corp	4.776%	50.293%	1,733,487	580,082	2022-09-30
Royce & Associates, LP	2.768%	-47.566%	1,004,727	-911,459	2022-09-30
Renaissance Technologies Corp	2.015%	-29.503%	731,414	-306,100	2022-09-30
Dimensional Fund Advisors, Inc.	1.949%	-37.649%	707,219	-427,033	2022-09-30
Hotchkis & Wiley Capital Management LLC	1.894%	-4.766%	687,340	-34,400	2022-09-30
D. E. Shaw & Co LP	1.764%	-6.148%	640,286	-41,946	2022-09-30
BlackRock Inc	1.609%	-22.592%	583,870	-170,407	2022-09-30
Two Sigma Advisers, LLC	1.436%	-6.510%	521,300	-36,300	2022-09-30
Bridgeway Capital Management, LLC	1.029%	0.000%	373,500	0	2022-09-30
Annandale Capital, LLC	0.988%	0.000%	358,486	358,486	2022-09-30
Geode Capital Management, LLC	0.917%	-0.543%	332,776	-1,816	2022-09-30
Millennium Management LLC	0.863%	-39.041%	313,307	-200,654	2022-09-30
GSA Capital Partners LLP	0.799%	0.000%	290,146	290,146	2022-09-30
MSD Partners, L.P.	0.729%	0.000%	264,723	0	2022-09-30
Raymond James & Associates	0.633%	-21.485%	229,746	-62,869	2022-09-30
Pinnacle Holdings, LLC	0.597%	6.806%	216,744	13,812	2022-09-30
Two Sigma Investments LLC	0.571%	-33.463%	207,384	-104,296	2022-09-30
Morgan Stanley - Brokerage Accounts	0.417%	-35.868%	151,511	-84,738	2022-09-30
JPMorgan Chase & Co	0.415%	2.006%	150,692	2,964	2022-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	4.954%	10.512%	1,798,042	171,027	2022-09-30
Bank of America Corp	4.776%	50.293%	1,733,487	580,082	2022-09-30
Royce & Associates, LP	2.768%	-47.566%	1,004,727	-911,459	2022-09-30
Renaissance Technologies Corp	2.015%	-29.503%	731,414	-306,100	2022-09-30
Dimensional Fund Advisors, Inc.	1.949%	-37.649%	707,219	-427,033	2022-09-30
Hotchkis & Wiley Capital Management LLC	1.894%	-4.766%	687,340	-34,400	2022-09-30
D. E. Shaw & Co LP	1.764%	-6.148%	640,286	-41,946	2022-09-30
BlackRock Inc	1.609%	-22.592%	583,870	-170,407	2022-09-30
Two Sigma Advisers, LLC	1.436%	-6.510%	521,300	-36,300	2022-09-30
Bridgeway Capital Management, LLC	1.029%	0.000%	373,500	0	2022-09-30
Annandale Capital, LLC	0.988%	0.000%	358,486	358,486	2022-09-30
Geode Capital Management, LLC	0.917%	-0.543%	332,776	-1,816	2022-09-30
Millennium Management LLC	0.863%	-39.041%	313,307	-200,654	2022-09-30
GSA Capital Partners LLP	0.799%	0.000%	290,146	290,146	2022-09-30
MSD Partners, L.P.	0.729%	0.000%	264,723	0	2022-09-30
Raymond James & Associates	0.633%	-21.485%	229,746	-62,869	2022-09-30
Pinnacle Holdings, LLC	0.597%	6.806%	216,744	13,812	2022-09-30
Two Sigma Investments LLC	0.571%	-33.463%	207,384	-104,296	2022-09-30
BNP Paribas Arbitrage, SA	0.446%	-5.870%	161,916	-10,097	2022-06-30
Morgan Stanley - Brokerage Accounts	0.417%	-35.868%	151,511	-84,738	2022-09-30
JPMorgan Chase & Co	0.415%	2.006%	150,692	2,964	2022-09-30
State Of Wisconsin Investment Board	0.398%	22.232%	144,600	26,300	2022-06-30

Mutual Fund Ownership

Vanguard Instl Ttl Stck Mkt Idx Tr is the biggest individual fund holder of Mesa Air Group Inc (MESA), owning a total of 1.1 million shares. Combined, the top 22 mutual fund holders of MESA own 13.79% of the company with a total of 5 million shares.

In the latest ownership report on December 31st 2022, the top 22 fund holders decreased their combined ownership of MESA by 548 thousand shares. None of the mutual funds bought any additional shares. However 2 funds sold 548,000 total shares and decreased their ownership by an average of 56.14%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Mesa Air Group decreased by a net total of -548,000 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Royce Small-Cap Opportunity Invmt	0.846%	-53.640%	304,309	-352,100	2022-12-31
Legg Mason RY US SmCp Opp A USD Dis(A)	0.384%	-58.646%	138,140	-195,900	2022-12-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Instl Ttl Stck Mkt Idx Tr	3.086%	19.176%	1,109,713	178,554	2022-09-30
Vanguard Total Stock Mkt Idx Inv	3.086%	0.000%	1,109,713	0	2022-11-30
Vanguard Extended Market Index Investor	1.243%	0.000%	447,024	0	2022-11-30
Royce Small-Cap Opportunity Invmt	0.846%	-53.640%	304,309	-352,100	2022-12-31
Hotchkis & Wiley Sm Cp Divers Val I	0.494%	0.000%	177,800	0	2022-11-30
Fidelity® Extended Market Index	0.456%	0.000%	164,043	0	2022-11-30
Principal SmallCap Value II Instl	0.403%	0.000%	144,900	0	2022-11-30
Legg Mason RY US SmCp Opp A USD Dis(A)	0.384%	-58.646%	138,140	-195,900	2022-12-31
Russell Inv Tax-Managed US Mid&Sm Cap S	0.359%	0.000%	130,371	0	2022-10-31
Bridgeway Omni Tax-Managed Sm-Cp Val N	0.355%	0.000%	127,500	0	2022-09-30
Bridgeway Ultra-Small Company Market	0.335%	0.000%	120,600	0	2022-09-30
Bridgeway Omni Small-Cap Value	0.333%	0.000%	119,600	0	2022-09-30
Bridgeway Omni Small-Cap Value N	0.333%	0.000%	119,600	0	2022-09-30
Multi-Manager Small Cap Eq Strat A	0.304%	0.000%	109,300	0	2022-11-30
Invesco FTSE RAFI US 1500 Small-Mid ETF	0.274%	-0.246%	98,458	-243	2022-12-29
DFA US Targeted Value I	0.246%	-41.592%	89,250	-63,555	2022-09-30
Fidelity® Small Cap Enhanced Index	0.244%	0.000%	87,564	0	2022-10-31
Dimensional US Small Cap Value ETF	0.232%	0.000%	83,468	0	2022-12-30
Vanguard US Value Factor ETF	0.213%	0.000%	76,502	0	2022-10-31
iShares Micro-Cap ETF	0.203%	0.000%	72,846	0	2022-12-30
Fidelity® Total Market Index	0.191%	0.000%	68,627	0	2022-11-30
BlackRock Extended Mkt Composite	0.168%	0.000%	60,297	0	2022-09-30