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Willis Lease Finance (WLFC) Institutional Ownership

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$140.10 +6.51 (+4.87%)
As of 07/3/2025 01:48 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)
$33.86M
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WLFC Institutional Buying and Selling by Quarter

Willis Lease Finance Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/29/2025Rhumbline Advisers6,672$1.05M0.0%-5.7%0.087%
5/19/2025Jane Street Group LLC3,562$563K0.0%N/A0.046%
5/16/2025Empowered Funds LLC30,962$4.89M0.1%-10.6%0.404%
5/16/2025Caxton Associates LLP4,801$758K0.0%N/A0.063%
5/16/2025Goldman Sachs Group Inc.15,075$2.38M0.0%-1.2%0.197%
5/16/2025Jones Financial Companies Lllp17,757$2.81M0.0%+50,634.3%0.232%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,700$269K0.0%+4.8%0.022%
5/16/2025Bosun Asset Management LLC5,835$922K0.4%-28.0%0.076%
5/16/2025Bridgeway Capital Management LLC65,405$10.33M0.3%-11.1%0.853%
5/16/2025AQR Capital Management LLC2,786$440K0.0%-53.3%0.036%
5/15/2025Royal Bank of Canada14,452$2.28M0.0%+1.8%0.188%
5/15/2025Apis Capital Advisors LLC19,800$3.13M1.5%+112.9%0.258%
5/15/2025M3F Inc.534,261$84.40M23.2%+6.0%6.966%
5/14/2025Resolute Capital Asset Partners LLC2,320$366K0.2%+127.5%0.030%
5/14/2025EntryPoint Capital LLC2,303$364K0.2%N/A0.030%
5/14/2025Quantbot Technologies LP2,741$433K0.0%N/A0.036%
5/13/2025American Century Companies Inc.7,249$1.15M0.0%+4.2%0.095%
5/13/2025Informed Momentum Co LLC1,980$313K0.1%-49.8%0.026%
5/12/2025Nuveen LLC5,783$914K0.0%N/A0.075%
5/12/2025Invesco Ltd.1,949$308K0.0%+48.7%0.025%
5/12/2025Connor Clark & Lunn Investment Management Ltd.19,517$3.08M0.0%-3.8%0.254%
5/12/2025Swiss National Bank5,100$806K0.0%-12.1%0.066%
5/9/2025Deutsche Bank AG2,091$330K0.0%-10.0%0.027%
5/9/2025Charles Schwab Investment Management Inc.22,715$3.59M0.0%-2.0%0.296%
5/9/2025Vanguard Group Inc.152,536$24.10M0.0%+7.3%1.989%
5/8/2025XTX Topco Ltd1,594$252K0.0%-44.9%0.021%
5/7/2025Solidarity Wealth LLC7,102$1.12M0.3%N/A0.093%
5/7/2025Knights of Columbus Asset Advisors LLC11,000$1.74M0.1%+25.5%0.143%
5/6/2025Navellier & Associates Inc.4,027$629K0.1%-41.6%0.053%
5/6/2025Four Tree Island Advisory LLC96,900$15.31M10.7%+23.6%1.263%
4/30/2025Alps Advisors Inc.1,970$311K0.0%N/A0.030%
4/30/2025Nisa Investment Advisors LLC505$80K0.0%-49.8%0.008%
4/30/2025Palisades Investment Partners LLC21,224$3.35M1.7%+1.4%0.321%
4/30/2025Pekin Hardy Strauss Inc.32,643$5.16M0.6%+9.6%0.494%
4/29/2025Bank of New York Mellon Corp18,441$2.91M0.0%-1.8%0.279%
4/17/2025Ritholtz Wealth Management2,486$393K0.0%-10.5%0.038%
4/8/2025Rhumbline Advisers6,672$1.05M0.0%-5.7%0.101%
4/7/2025GAMMA Investing LLC6,161$973K0.0%+205,266.7%0.093%
3/18/2025California State Teachers Retirement System2,759$573K0.0%+1,213.8%0.042%
2/18/2025Palisades Investment Partners LLC20,928$4.34M1.8%+9.5%0.317%
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2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC4,321$897K0.0%N/A0.065%
2/17/2025Two Sigma Investments LP2,200$457K0.0%-38.5%0.033%
2/17/2025Nuveen Asset Management LLC5,783$1.20M0.0%+1.5%0.088%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,622$337K0.0%+4.2%0.025%
2/17/2025Lazard Asset Management LLC643$133K0.0%+16.9%0.010%
2/17/2025Janus Henderson Group PLC1,500$312K0.0%N/A0.023%
2/17/2025Deutsche Bank AG2,324$482K0.0%+68.5%0.035%
2/17/2025Bosun Asset Management LLC8,104$1.68M0.7%-1.6%0.123%
2/17/2025Bridgeway Capital Management LLC73,565$15.27M0.3%-3.1%1.115%
2/17/2025Bank of America Corp DE41,603$8.64M0.0%-31.1%0.630%
2/17/2025BNP Paribas Financial Markets462$96K0.0%-32.5%0.007%
2/17/2025Apis Capital Advisors LLC9,300$1.93M1.3%N/A0.141%
2/14/2025Mercer Global Advisors Inc. ADV3,020$627K0.0%N/A0.046%
2/14/2025Northern Trust Corp30,118$6.25M0.0%+5.9%0.456%
2/14/2025The Manufacturers Life Insurance Company1,042$216K0.0%N/A0.016%
2/14/2025Tudor Investment Corp ET AL5,789$1.20M0.0%N/A0.088%
2/14/2025Earnest Partners LLC1,000$208K0.0%N/A0.015%
2/14/2025Boothbay Fund Management LLC1,300$270K0.0%-18.7%0.020%
2/14/2025Price T Rowe Associates Inc. MD2,672$555K0.0%-24.7%0.040%
2/14/2025M3F Inc.504,229$104.65M30.3%-11.4%7.640%
2/14/2025Dimensional Fund Advisors LP511,472$106.15M0.0%+3.5%7.750%
2/14/2025First Trust Advisors LP8,962$1.86M0.0%-9.7%0.136%
2/13/2025EAM Investors LLC3,944$819K0.1%-61.8%0.060%
2/13/2025XTX Topco Ltd2,895$601K0.0%N/A0.044%
2/13/2025Barclays PLC4,913$1.02M0.0%+31.4%0.074%
2/13/2025Summit Investment Advisors Inc.298$62K0.1%+27.4%0.005%
2/13/2025Renaissance Technologies LLC237,897$49.38M0.1%-2.5%3.605%
2/13/2025Legal & General Group Plc2,617$543K0.0%+934.4%0.040%
2/13/2025Invesco Ltd.1,311$272K0.0%N/A0.020%
2/13/2025Russell Investments Group Ltd.687$143K0.0%+780.8%0.010%
2/13/2025Envestnet Asset Management Inc.2,017$419K0.0%N/A0.031%
2/12/2025Latash Investments LLC13,500$2.80M2.2%-15.6%0.205%
2/12/2025Rangeley Capital LLC1,000$208K0.2%N/A0.015%
2/12/2025Geode Capital Management LLC67,158$13.94M0.0%+0.2%1.018%
2/12/2025Alliancebernstein L.P.2,820$585K0.0%+102.9%0.043%
2/12/2025O Shaughnessy Asset Management LLC5,282$1.10M0.0%+21.5%0.080%
2/12/2025JPMorgan Chase & Co.4,289$890K0.0%+147.9%0.065%
2/11/2025Corebridge Financial Inc.1,417$294K0.0%-7.1%0.021%
2/11/2025Vanguard Group Inc.142,100$29.49M0.0%+15.5%2.153%
2/11/2025KLP Kapitalforvaltning AS500$104K0.0%N/A0.008%
2/11/2025Knights of Columbus Asset Advisors LLC8,764$1.82M0.1%N/A0.133%
2/11/2025American Century Companies Inc.6,958$1.44M0.0%-71.2%0.105%
2/10/2025Swiss National Bank5,800$1.20M0.0%N/A0.088%
2/10/2025Connor Clark & Lunn Investment Management Ltd.20,295$4.21M0.0%+14.9%0.308%
2/6/2025Charles Schwab Investment Management Inc.23,188$4.81M0.0%+0.9%0.351%
2/4/2025Bank of New York Mellon Corp18,770$3.90M0.0%+11.8%0.284%
2/3/2025Navellier & Associates Inc.6,890$1.43M0.2%+95.2%0.104%
1/31/2025Truist Financial Corp1,000$208K0.0%N/A0.015%
1/30/2025Rhumbline Advisers7,073$1.47M0.0%+5.5%0.107%
1/29/2025Four Tree Island Advisory LLC78,381$16.27M11.2%N/A1.188%
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1/28/2025Empowered Funds LLC34,628$7.19M0.1%+4.9%0.525%
1/27/2025Bleakley Financial Group LLC1,433$297K0.0%N/A0.022%
1/24/2025Precision Wealth Strategies LLC1,236$257K0.2%N/A0.019%
1/15/2025Ritholtz Wealth Management2,778$577K0.0%+32.5%0.042%
1/14/2025Lakewood Asset Management LLC1,093$227K0.2%N/A0.017%
12/26/2024JPMorgan Chase & Co.1,730$257K0.0%-43.4%0.026%
11/27/2024Franklin Resources Inc.1,901$283K0.0%N/A0.029%
11/19/2024Barclays PLC3,738$556K0.0%+221.7%0.057%
11/16/2024Geode Capital Management LLC67,021$9.98M0.0%+2.9%1.015%
11/15/2024Barclays PLC3,738$556K0.0%+221.7%0.057%
(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 Willis Lease Finance's institutional investors.

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

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

Which institutional investors have been buying Willis Lease Finance's stock?

Of the 69 institutional investors that purchased Willis Lease Finance's 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 409,755 shares in the last 24 months. This purchase volume represents approximately $73.36M in transactions.

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

Of the 33 institutional investors that sold Willis Lease Finance's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: 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), Renaissance Technologies LLC ($7.10K), and EAM Investors LLC ($6.39K).

How much institutional selling is happening at Willis Lease Finance?

Institutional investors have sold a total of 180,369 shares in the last 24 months. This volume of shares sold represents approximately $33.86M in transactions.


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This page (NASDAQ:WLFC) was last updated on 7/5/2025 by MarketBeat.com Staff
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