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Willis Lease Finance (WLFC) Institutional Ownership

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$132.61 -5.18 (-3.76%)
Closing price 04:00 PM Eastern
Extended Trading
$132.29 -0.32 (-0.24%)
As of 04:20 PM Eastern
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Institutional Ownership Changes (13F Filings) for Willis Lease Finance (NASDAQ:WLFC)

Current
Institutional Ownership
Percentage
93.70%
Number of
Institutional Buyers
(last 12 months)
63
Total
Institutional Inflows
(last 12 months)
$73.36M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$33.80M
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WLFC Institutional Buying and Selling by Quarter

Willis Lease Finance Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025 Jane Street Group LLC3,562$563K0.0%N/A0.046%
5/16/2025 Empowered Funds LLC30,962$4.89M0.1%-10.6%0.404%
5/16/2025 Caxton Associates LLP4,801$758K0.0%N/A0.063%
5/16/2025 Goldman Sachs Group Inc.15,075$2.38M0.0%-1.2%0.197%
5/16/2025 Jones Financial Companies Lllp17,757$2.81M0.0%+50,634.3%0.232%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,700$269K0.0%+4.8%0.022%
5/16/2025 Bosun Asset Management LLC5,835$922K0.4%-28.0%0.076%
5/16/2025 Bridgeway Capital Management LLC65,405$10.33M0.3%-11.1%0.853%
5/16/2025 AQR Capital Management LLC2,786$440K0.0%-53.3%0.036%
5/15/2025 Royal Bank of Canada14,452$2.28M0.0%+1.8%0.188%
5/15/2025 Apis Capital Advisors LLC19,800$3.13M1.5%+112.9%0.258%
5/15/2025 M3F Inc.534,261$84.40M23.2%+6.0%6.966%
5/14/2025 Resolute Capital Asset Partners LLC2,320$366K0.2%+127.5%0.030%
5/14/2025 EntryPoint Capital LLC2,303$364K0.2%N/A0.030%
5/14/2025 Quantbot Technologies LP2,741$433K0.0%N/A0.036%
5/13/2025 American Century Companies Inc.7,249$1.15M0.0%+4.2%0.095%
5/13/2025 Informed Momentum Co LLC1,980$313K0.1%-49.8%0.026%
5/12/2025 Nuveen LLC5,783$914K0.0%N/A0.075%
5/12/2025 Invesco Ltd.1,949$308K0.0%+48.7%0.025%
5/12/2025 Connor Clark & Lunn Investment Management Ltd.19,517$3.08M0.0%-3.8%0.254%
5/12/2025 Swiss National Bank5,100$806K0.0%-12.1%0.066%
5/9/2025 Deutsche Bank AG2,091$330K0.0%-10.0%0.027%
5/9/2025 Charles Schwab Investment Management Inc.22,715$3.59M0.0%-2.0%0.296%
5/9/2025 Vanguard Group Inc.152,536$24.10M0.0%+7.3%1.989%
5/8/2025 XTX Topco Ltd1,594$252K0.0%-44.9%0.021%
5/7/2025 Solidarity Wealth LLC7,102$1.12M0.3%N/A0.093%
5/7/2025 Knights of Columbus Asset Advisors LLC11,000$1.74M0.1%+25.5%0.143%
5/6/2025 Navellier & Associates Inc.4,027$629K0.1%-41.6%0.053%
5/6/2025 Four Tree Island Advisory LLC96,900$15.31M10.7%+23.6%1.263%
4/30/2025 Alps Advisors Inc.1,970$311K0.0%N/A0.030%
4/30/2025 Nisa Investment Advisors LLC505$80K0.0%-49.8%0.008%
4/30/2025 Palisades Investment Partners LLC21,224$3.35M1.7%+1.4%0.321%
4/30/2025 Pekin Hardy Strauss Inc.32,643$5.16M0.6%+9.6%0.494%
4/29/2025 Bank of New York Mellon Corp18,441$2.91M0.0%-1.8%0.279%
4/17/2025 Ritholtz Wealth Management2,486$393K0.0%-10.5%0.038%
4/8/2025 Rhumbline Advisers6,672$1.05M0.0%-5.7%0.101%
4/7/2025 GAMMA Investing LLC6,161$973K0.0%+205,266.7%0.093%
3/18/2025 California State Teachers Retirement System2,759$573K0.0%+1,213.8%0.042%
2/18/2025 Palisades Investment Partners LLC20,928$4.34M1.8%+9.5%0.317%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC4,321$897K0.0%N/A0.065%
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2/17/2025 Two Sigma Investments LP2,200$457K0.0%-38.5%0.033%
2/17/2025Nuveen Asset Management LLC5,783$1.20M0.0%+1.5%0.088%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,622$337K0.0%+4.2%0.025%
2/17/2025 Lazard Asset Management LLC643$133K0.0%+16.9%0.010%
2/17/2025 Janus Henderson Group PLC1,500$312K0.0%N/A0.023%
2/17/2025 Deutsche Bank AG2,324$482K0.0%+68.5%0.035%
2/17/2025 Bosun Asset Management LLC8,104$1.68M0.7%-1.6%0.123%
2/17/2025 Bridgeway Capital Management LLC73,565$15.27M0.3%-3.1%1.115%
2/17/2025 Bank of America Corp DE41,603$8.64M0.0%-31.1%0.630%
2/17/2025 BNP Paribas Financial Markets462$96K0.0%-32.5%0.007%
2/17/2025 Apis Capital Advisors LLC9,300$1.93M1.3%N/A0.141%
2/14/2025 Mercer Global Advisors Inc. ADV3,020$627K0.0%N/A0.046%
2/14/2025 Northern Trust Corp30,118$6.25M0.0%+5.9%0.456%
2/14/2025 The Manufacturers Life Insurance Company1,042$216K0.0%N/A0.016%
2/14/2025 Tudor Investment Corp ET AL5,789$1.20M0.0%N/A0.088%
2/14/2025 Earnest Partners LLC1,000$208K0.0%N/A0.015%
2/14/2025 Boothbay Fund Management LLC1,300$270K0.0%-18.7%0.020%
2/14/2025 Price T Rowe Associates Inc. MD2,672$555K0.0%-24.7%0.040%
2/14/2025 M3F Inc.504,229$104.65M30.3%-11.4%7.640%
2/14/2025 Dimensional Fund Advisors LP511,472$106.15M0.0%+3.5%7.750%
2/14/2025 First Trust Advisors LP8,962$1.86M0.0%-9.7%0.136%
2/13/2025 EAM Investors LLC3,944$819K0.1%-61.8%0.060%
2/13/2025 XTX Topco Ltd2,895$601K0.0%N/A0.044%
2/13/2025 Barclays PLC4,913$1.02M0.0%+31.4%0.074%
2/13/2025 Summit Investment Advisors Inc.298$62K0.1%+27.4%0.005%
2/13/2025 Renaissance Technologies LLC237,897$49.38M0.1%-2.5%3.605%
2/13/2025 Legal & General Group Plc2,617$543K0.0%+934.4%0.040%
2/13/2025 Invesco Ltd.1,311$272K0.0%N/A0.020%
2/13/2025 Russell Investments Group Ltd.687$143K0.0%+780.8%0.010%
2/13/2025 Envestnet Asset Management Inc.2,017$419K0.0%N/A0.031%
2/12/2025 Latash Investments LLC13,500$2.80M2.2%-15.6%0.205%
2/12/2025 Rangeley Capital LLC1,000$208K0.2%N/A0.015%
2/12/2025 Geode Capital Management LLC67,158$13.94M0.0%+0.2%1.018%
2/12/2025 Alliancebernstein L.P.2,820$585K0.0%+102.9%0.043%
2/12/2025 O Shaughnessy Asset Management LLC5,282$1.10M0.0%+21.5%0.080%
2/12/2025 JPMorgan Chase & Co.4,289$890K0.0%+147.9%0.065%
2/11/2025 Corebridge Financial Inc.1,417$294K0.0%-7.1%0.021%
2/11/2025 Vanguard Group Inc.142,100$29.49M0.0%+15.5%2.153%
2/11/2025 KLP Kapitalforvaltning AS500$104K0.0%N/A0.008%
2/11/2025 Knights of Columbus Asset Advisors LLC8,764$1.82M0.1%N/A0.133%
2/11/2025 American Century Companies Inc.6,958$1.44M0.0%-71.2%0.105%
2/10/2025 Swiss National Bank5,800$1.20M0.0%N/A0.088%
2/10/2025 Connor Clark & Lunn Investment Management Ltd.20,295$4.21M0.0%+14.9%0.308%
2/6/2025 Charles Schwab Investment Management Inc.23,188$4.81M0.0%+0.9%0.351%
2/4/2025 Bank of New York Mellon Corp18,770$3.90M0.0%+11.8%0.284%
2/3/2025 Navellier & Associates Inc.6,890$1.43M0.2%+95.2%0.104%
1/31/2025 Truist Financial Corp1,000$208K0.0%N/A0.015%
1/30/2025 Rhumbline Advisers7,073$1.47M0.0%+5.5%0.107%
1/29/2025 Four Tree Island Advisory LLC78,381$16.27M11.2%N/A1.188%
1/28/2025 Empowered Funds LLC34,628$7.19M0.1%+4.9%0.525%
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1/27/2025 Bleakley Financial Group LLC1,433$297K0.0%N/A0.022%
1/24/2025 Precision Wealth Strategies LLC1,236$257K0.2%N/A0.019%
1/15/2025 Ritholtz Wealth Management2,778$577K0.0%+32.5%0.042%
1/14/2025 Lakewood Asset Management LLC1,093$227K0.2%N/A0.017%
12/26/2024 JPMorgan Chase & Co.1,730$257K0.0%-43.4%0.026%
11/27/2024 Franklin Resources Inc.1,901$283K0.0%N/A0.029%
11/19/2024 Barclays PLC3,738$556K0.0%+221.7%0.057%
11/16/2024 Geode Capital Management LLC67,021$9.98M0.0%+2.9%1.015%
11/15/2024 Barclays PLC3,738$556K0.0%+221.7%0.057%
11/15/2024 Jane Street Group LLC3,571$531K0.0%N/A0.054%
(Data available from 1/1/2016 forward)

WLFC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WLFC shares?

During the previous two years, 87 institutional investors and hedge funds held shares of Willis Lease Finance. The most heavily invested institutionals were Dimensional Fund Advisors LP ($106.15M), M3F Inc. ($84.40M), Renaissance Technologies LLC ($49.38M), Vanguard Group Inc. ($24.10M), Four Tree Island Advisory LLC ($15.31M), Geode Capital Management LLC ($13.94M), and Bridgeway Capital Management LLC ($10.33M).Learn more on WLFC's institutional investors.

What percentage of Willis Lease Finance stock is owned by institutional investors?

93.70% of Willis Lease Finance stock is owned by institutional investors. Learn more on WLFC's institutional investor holdings.

Which institutional investors have been buying Willis Lease Finance stock?

Of the 69 institutional investors that purchased Willis Lease Finance stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Four Tree Island Advisory LLC ($96.90K), Pekin Hardy Strauss Inc. ($32.66K), Vanguard Group Inc. ($30.38K), M3F Inc. ($30.03K), Apis Capital Advisors LLC ($19.80K), Jones Financial Companies Lllp ($17.72K), and Dimensional Fund Advisors LP ($17.50K).

How much institutional buying is happening at Willis Lease Finance?

Institutional investors have bought a total of 451,403 shares in the last 24 months. This purchase volume represents approximately $75.10M in transactions.

Which Willis Lease Finance major shareholders have been selling company stock?

Of the 36 institutional investors that sold Willis Lease Finance stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: RBF Capital LLC ($83.96K), M3F Inc. ($65K), Bank of America Corp DE ($18.74K), Phase 2 Partners LLC ($17.97K), American Century Companies Inc. ($17.20K), Bridgeway Capital Management LLC ($10.50K), and Renaissance Technologies LLC ($7.10K).

How much institutional selling is happening at Willis Lease Finance?

Institutional investors have sold a total of 268,821 shares in the last 24 months. This volume of shares sold represents approximately $37.32M in transactions.



This page (NASDAQ:WLFC) was last updated on 5/21/2025 by MarketBeat.com Staff
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