🔍 Read the full analysis: Humanoid Robots Show Up In 52 Companies’ SEC Filings: Look Closer on ThorstenMeyerAI.com
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TL;DR
A filing-by-filing count by ThorstenMeyerAI.com found 52 companies mentioning humanoid robots in SEC filings from Jan. 1 through Nov. 1, 2026, compared with 17 in 2025 and six in 2024. The count captures companies with very different connections to the technology, from robot makers to suppliers and blank-check firms; a mention alone does not establish deployment or revenue.
The publication said it searched the SEC’s EDGAR full-text database for “humanoid” in 10-K, 10-Q, 8-K and S-1 filings, including amendments and exhibits. It counted 163 filings and 186 matching documents from 52 registrants, identified by company filing number. One company, Faraday Future, accounted for 35 filings in the count.
ThorstenMeyerAI.com classified the companies according to what it judged to be each company’s strongest connection to the term. It said nine build, sell or own a humanoid maker; 31 are suppliers, customers or companies citing the market; six are blank-check companies; and six mention humanoids in passing. Those categories are the publication’s own assessment of the filings, not an SEC classification.
The count differs from an Inc. column published Nov. 1 that reported 47 companies. ThorstenMeyerAI.com said the gap was likely due to differences in the forms searched and the date window. It also cautioned that the exact phrase “humanoid robot” alone returned 18 companies in its search, because that phrase does not capture all uses of “humanoid,” including plurals and related wording.
Infographic 01 · The word is spreading
52 companies said “humanoid” in SEC filings this year
We ran the search ourselves: three times as many companies as in all of 2025, and almost nine times as many as in 2024.
Companies mentioning “humanoid”
10-K, 10-Q, 8-K, S-1 incl. amendments and exhibits, by filing year (2026: to 1 Nov)
The blockchain wave
Companies mentioning “blockchain” in the same forms
Mentions did not fall after the 2018 crypto crash. A rising count alone is not a bubble signal; the gap between words and business is.
How we counted
- Query: humanoid (catches “robot”, “robots”, “robotics”). The exact phrase “humanoid robot” alone: 18 companies.
- Forms: 10-K, 10-Q, 8-K, S-1, each with amendments; every matching document, including exhibits.
- Period: filing dates 1 Jan to 1 Nov 2026; earlier years by calendar year.
- Counting: one company per SEC registrant number (CIK). Faraday Future alone: 35 of 163 filings.
- Inc. reported 47 companies. Likely a different form set or date window; same direction.
Source: SEC EDGAR full-text search, run 2 Nov 2026 (an all-forms search finds 272 entities, mostly investment funds listing humanoid-robotics ETFs; excluded). Tip: Inc., 1 Nov 2026.
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What the Filing Count Can Show
The increase is a measure of corporate disclosure and market attention, not a tally of robots in operation. Companies may refer to humanoids as a prospective market for components, a customer opportunity, a risk, or a business they are pursuing. Treating all 52 as robot makers would blur distinctions that matter to investors, employees and customers trying to judge commercial progress.
The filings can still offer useful evidence when they include operational details or financial figures. ThorstenMeyerAI.com cited Vishay Precision’s report of a “vendor nomination letter” from an initial humanoid-robotics customer as a concrete commercial step. That is different from a general list of potential growth markets, though the source material does not say that the letter itself represents substantial sales.
The publication also highlighted contrasting indicators in the sector. It said Agility Robotics reported nine customer facilities and 65,000 hours of operation, while Tesla said Optimus production had begun in Fremont but did not provide unit figures in the material reviewed. Such disclosures are not directly comparable, but they illustrate why activity, scale and revenue need to be assessed separately.
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How the 2026 Count Was Built
The report said an Inc. column prompted its own search, but that the publication ran the SEC search independently. It included filing dates from Jan. 1 to Nov. 1, 2026, and compared the same form types with earlier calendar years. Its search term was “humanoid,” and it counted one company per SEC registrant and one filing per accession number.
The publication said a search across all form types produced 272 entities, many of them investment funds whose holdings lists included humanoid-robotics exchange-traded funds. It excluded those from its main count. The result therefore depends on the specified forms, period, search term and counting rules; it is not a count of every company or every public mention of humanoid robots.
The examples in the report show why reading the surrounding text matters. It said Mobileye bought humanoid start-up Mentee Robotics for $637 million, while Intel also reported the deal as Mobileye’s parent. It described Churchill Capital Corp XI as merging with Agility Robotics and other blank-check firms as seeking acquisitions in humanoids or physical AI. A blank-check company, the report noted, does not itself have an operating business merely because its filings discuss a target market.
“A word in a filing is not a robot in a warehouse.”
— ThorstenMeyerAI.com
What the Mentions Do Not Confirm
The count does not establish how many humanoid robots have been sold, where they are operating, or how much revenue the companies have earned from them. The categories are based on the publication’s reading of filings, and the source material does not provide the full text of every filing or an independent audit of its coding.
Nor does the count settle whether the companies’ stated plans will result in viable products or lasting customer demand. For example, ThorstenMeyerAI.com said Faraday Future’s robotics business recorded $853,000 in second-quarter revenue from humanoids and four-legged robots combined. It also said the company that acquired that business expected more than 1,100 cumulative shipments, while a prospectus filed seven weeks earlier described two paid orders worth about $5,000 for its robot-sharing platform. These figures concern different disclosures and measures; the source does not reconcile them or establish later performance.
The source material also does not specify the exact filing passages behind every example, or provide a company-by-company breakdown of revenue, orders and deployment status for all 52 firms. The reported totals should be read as a snapshot through Nov. 1, 2026, not a live count or proof of a broader industry outcome.
What to Watch in Later Filings
The next useful test will be whether future filings move beyond references to humanoids as a market opportunity and disclose orders, shipments, customer deployments, operating hours or segment revenue. Those measures can help readers distinguish companies selling into the sector from companies building or operating robots, while still requiring care about how each figure is defined.
Investors and other readers can also check whether a company describes a binding agreement, a pilot, a forecast or only a potential market. The report’s count can be repeated using the stated EDGAR search settings, but results may differ if the search period, filing forms or term change. Further filings may add companies or clarify the status of announced deals and deployments.
Key Questions
What did the filing review find?
ThorstenMeyerAI.com said it found 52 companies mentioning “humanoid” in specified SEC filings dated Jan. 1 through Nov. 1, 2026. It counted 163 filings containing 186 matching documents.
Does every company in the count make humanoid robots?
No. The publication classified nine as building, selling or owning a humanoid maker. It said many others were suppliers, customers or companies citing the market, while some were blank-check firms or mentioned the term in passing.
Why is the count different from the 47 reported by Inc.?
ThorstenMeyerAI.com said the difference was likely related to the filing forms searched and the date window. Its count used 10-K, 10-Q, 8-K and S-1 filings through Nov. 1, 2026.
Does the count show that humanoid robots are widely deployed?
No. A filing mention does not demonstrate a sale or deployment. The report cited some operational disclosures, but it did not provide a comparable deployment or revenue measure for all 52 companies.
How can readers check the count?
The publication described its method as an EDGAR full-text search for “humanoid” in the specified filing types, including amendments and exhibits, with companies counted by SEC registrant number. Changing the search term, forms or dates can change the result.
Source: ThorstenMeyerAI.com
