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Willis Lease Finance (WLFC) Institutional Ownership

Willis Lease Finance logo
$57.04 +2.04 (+3.71%)
As of 04:00 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)
75
Total
Institutional Inflows
(last 12 months)
$67.79M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$14.08M
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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
8/12/2026Quantbot Technologies LP2,719$622K0.0%N/A0.013%
8/11/2026 Latash Investments LLC13,500$3.09M2.3%N/A0.064%
8/10/2026 Denali Advisors LLC38,450$8.80M0.9%N/A0.182%
8/8/2026 Four Tree Island Advisory LLC108,160$24.75M8.2%N/A0.512%
8/7/2026 BlackRock Inc.301,276$68.93M0.0%N/A1.426%
8/6/2026 Bank of New York Mellon Corp37,129$8.50M0.0%N/A0.176%
5/28/2026Carlson Capital L.P.3,100$528K0.2%N/A0.044%
5/19/2026Bank of America Corp DE53,508$9.11M0.0%+34.5%0.760%
5/18/2026Royal Bank of Canada1,200$204K0.0%-6.3%0.017%
5/18/2026Empowered Funds LLC27,753$4.73M0.0%-0.5%0.394%
5/16/2026Quantinno Capital Management LP1,718$293K0.0%N/A0.024%
5/16/2026Lazard Asset Management LLC3,260$555K0.0%+39.3%0.046%
5/15/2026Corsair Capital Management L.P.18,002$3.07M0.4%+50.0%0.256%
5/14/2026Renaissance Technologies LLC197,820$33.68M0.1%-2.4%2.810%
5/13/2026Cetera Investment Advisers1,293$220K0.0%N/A0.018%
5/13/2026 First Trust Advisors LP36,229$6.17M0.0%+93.3%0.514%
5/7/2026 Harbor Advisors LLC2,000$341K0.0%N/A0.028%
5/7/2026 Dimensional Fund Advisors LP530,903$90.39M0.0%-0.2%6.981%
5/6/2026 Jennison Associates LLC5,039$858K0.0%-2.2%0.066%
5/6/2026Allspring Global Investments Holdings LLC38,438$6.54M0.0%+76.3%0.506%
5/5/2026 Bank of New York Mellon Corp34,156$5.82M0.0%+0.2%0.449%
4/24/2026 Shikiar Asset Management Inc.12,470$2.12M0.6%N/A0.161%
3/20/2026Hsbc Holdings PLC2,587$349K0.0%N/A0.038%
2/19/2026Invesco Ltd.5,199$705K0.0%+24.7%0.076%
2/18/2026Empowered Funds LLC27,889$3.78M0.0%+0.8%0.410%
2/18/2026XTX Topco Ltd2,612$354K0.0%N/A0.038%
2/18/2026Millennium Management LLC34,111$4.63M0.0%-48.3%0.501%
2/18/2026Boothbay Fund Management LLC12,042$1.63M0.0%+94.7%0.177%
2/17/2026PDT Partners LLC4,800$651K0.0%N/A0.070%
2/17/2026AQR Capital Management LLC1,571$213K0.0%-6.2%0.023%
2/17/2026Lazard Asset Management LLC2,340$317K0.0%N/A0.034%
2/17/2026Jump Financial LLC15,500$2.10M0.0%-11.2%0.227%
2/17/2026Price T Rowe Associates Inc. MD2,858$388K0.0%+8.9%0.042%
2/17/2026Corsair Capital Management L.P.12,002$1.63M0.3%+100.0%0.176%
2/17/2026 Russell Investments Group Ltd.857$116K0.0%-8.7%0.013%
2/17/2026ExodusPoint Capital Management LP11,324$1.54M0.0%+115.3%0.166%
2/17/2026Royal Bank of Canada1,280$173K0.0%-4.8%0.019%
2/16/2026Verition Fund Management LLC11,821$1.60M0.0%+255.2%0.174%
2/16/2026Barclays PLC5,432$737K0.0%+24.5%0.080%
2/13/2026Smartleaf Asset Management LLC335$46K0.0%N/A0.005%
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2/13/2026 First Trust Advisors LP18,745$2.54M0.0%-15.1%0.275%
2/13/2026Charles Schwab Investment Management Inc.24,312$3.30M0.0%-2.9%0.357%
2/13/2026 State Street Corp64,772$8.79M0.0%-0.4%0.951%
2/13/2026Dynamic Technology Lab Private Ltd1,800$244K0.1%-41.0%0.026%
2/13/2026Wells Fargo & Company MN5,244$711K0.0%+23.7%0.077%
2/12/2026Jane Street Group LLC22,615$3.07M0.0%-2.5%0.332%
2/12/2026Renaissance Technologies LLC202,597$27.48M0.0%-13.2%2.975%
2/12/2026 Dimensional Fund Advisors LP532,041$72.17M0.0%-1.6%7.813%
2/12/2026 New York State Common Retirement Fund19,605$2.66M0.0%+64.7%0.288%
2/12/2026 Wedbush Securities Inc.8,885$1.21M0.0%-4.3%0.130%
2/11/2026Empowered Funds LLC27,889$3.78M0.0%+0.8%0.409%
2/11/2026 Deutsche Bank AG2,144$291K0.0%+5.8%0.031%
2/11/2026Franklin Resources Inc.1,848$251K0.0%+5.9%0.027%
2/11/2026O Shaughnessy Asset Management LLC1,703$231K0.0%-22.5%0.025%
2/10/2026Goldman Sachs Group Inc.32,543$4.41M0.0%+112.1%0.478%
2/10/2026BNP Paribas Financial Markets31,797$4.31M0.0%+10.1%0.467%
2/9/2026Geode Capital Management LLC73,452$9.97M0.0%+1.3%1.079%
2/9/2026 Knights of Columbus Asset Advisors LLC14,102$1.91M0.1%-3.6%0.207%
2/6/2026 LSV Asset Management10,780$1.46M0.0%N/A0.158%
2/3/2026 Denali Advisors LLC33,452$4.54M0.5%+780.3%0.491%
1/30/2026 Jennison Associates LLC5,153$699K0.0%+4.8%0.076%
1/30/2026 Pekin Hardy Strauss Inc.37,152$5.04M0.5%-9.3%0.546%
1/30/2026 Four Tree Island Advisory LLC102,259$13.87M7.7%+3.9%1.502%
1/29/2026UBS Group AG59,821$8.11M0.0%-35.1%0.878%
1/23/2026 State of Alaska Department of Revenue982$133K0.0%N/A0.014%
1/20/2026 Palisades Investment Partners LLC21,188$2.87M1.1%+2.1%0.311%
1/15/2026Allspring Global Investments Holdings LLC21,805$2.96M0.0%N/A0.320%
1/9/2026 SG Americas Securities LLC951$129K0.0%N/A0.014%
1/1/2026JPMorgan Chase & Co.12,954$1.78M0.0%-52.6%0.190%
11/17/2025Caxton Associates LLP2,293$314K0.0%-59.2%0.034%
11/17/2025Verition Fund Management LLC3,328$456K0.0%-46.1%0.049%
11/17/2025Susquehanna International Group LLP2,753$377K0.0%-42.2%0.040%
11/17/2025Qube Research & Technologies Ltd11,775$1.61M0.0%-4.2%0.173%
11/17/2025Maltese Capital Management LLC10,083$1.38M0.2%-6.5%0.148%
11/17/2025Millennium Management LLC66,008$9.05M0.0%+1,498.3%0.969%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,304$179K0.0%-33.4%0.019%
11/17/2025Larson Financial Group LLC694$95K0.0%+197.9%0.010%
11/17/2025Citadel Advisors LLC6,774$929K0.0%+109.8%0.099%
11/17/2025Brevan Howard Capital Management LP3,720$510K0.0%N/A0.055%
11/17/2025Capitolis Liquid Global Markets LLC28,500$3.91M0.0%-21.9%0.418%
11/17/2025Centiva Capital LP2,498$342K0.0%-62.7%0.037%
11/17/2025Bank of America Corp DE44,270$6.07M0.0%+3.6%0.650%
11/17/2025Boothbay Fund Management LLC6,184$848K0.0%+37.7%0.091%
11/17/2025Apis Capital Advisors LLC25,400$3.48M0.8%+2.4%0.373%
11/14/2025Creative Planning2,479$340K0.0%+59.0%0.036%
11/14/2025Zurcher Kantonalbank Zurich Cantonalbank 1,074$147K0.0%N/A0.016%
11/14/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC3,915$537K0.0%-50.7%0.057%
11/14/2025Two Sigma Investments LP101,386$13.90M0.0%+9.8%1.488%
11/14/2025Bridgeway Capital Management LLC49,274$6.76M0.1%-20.5%0.723%
11/14/2025Squarepoint Ops LLC1,465$201K0.0%N/A0.021%
SpaceX pays a 10X launch penalty (Ad)

SpaceX burns roughly $200,000 in fuel per Falcon 9 launch - about $20 million across 100 missions. One under $5 company's High Altitude Head Start technology could bring that down to $20,000 per launch, or $2 million across 100 missions - a 10X cost advantage. It is already flying with paying customers, but shares may not stay this cheap once Wall Street notices.tc pixel

Click here to reveal the ticker before Wall Street catches on
11/13/2025Jump Financial LLC17,461$2.39M0.0%-55.0%0.256%
11/13/2025UBS Group AG92,194$12.64M0.0%+15.0%1.353%
11/13/2025BNP Paribas Financial Markets28,869$3.96M0.0%+131.7%0.424%
11/13/2025 Russell Investments Group Ltd.939$129K0.0%+49.3%0.014%
11/13/2025Dynamic Technology Lab Private Ltd3,052$418K0.1%N/A0.045%
11/13/2025 First Trust Advisors LP22,076$3.03M0.0%-45.2%0.324%
11/12/2025Orion Porfolio Solutions LLC7,579$1.04M0.0%+96.0%0.111%
11/12/2025 Dimensional Fund Advisors LP540,690$74.12M0.0%-2.7%7.935%
11/12/2025M3F Inc.606,026$83.08M23.5%+6.9%8.894%
11/12/2025Quantbot Technologies LP5,492$753K0.0%-46.8%0.081%


WLFC Institutional Ownership - Frequently Asked Questions

During the previous two years, 131 institutional investors and hedge funds held shares of Willis Lease Finance. The most heavily invested institutionals were Dimensional Fund Advisors LP ($90.39M), M3F Inc. ($83.08M), BlackRock Inc. ($68.93M), Renaissance Technologies LLC ($33.68M), Four Tree Island Advisory LLC ($24.75M), Vanguard Group Inc. ($19.56M), and Two Sigma Investments LP ($13.90M).Learn more on Willis Lease Finance's institutional investors.

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

Of the 115 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: BlackRock Inc. ($301.28K), Four Tree Island Advisory LLC ($213.89K), M3F Inc. ($101.80K), Denali Advisors LLC ($71.90K), Orion Porfolio Solutions LLC ($64.12K), Millennium Management LLC ($61.88K), and First Trust Advisors LP ($48.96K).

Institutional investors have bought a total of 1,122,375 shares in the last 24 months. This purchase volume represents approximately $67.79M in transactions.

Of the 40 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: Vanguard Group Inc. ($44.02K), Renaissance Technologies LLC ($35.58K), UBS Group AG ($32.37K), Millennium Management LLC ($31.90K), JPMorgan Chase & Co. ($28.78K), Dimensional Fund Advisors LP ($25.03K), and Jump Financial LLC ($23.32K).

Institutional investors have sold a total of 307,281 shares in the last 24 months. This volume of shares sold represents approximately $14.08M in transactions.


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Institutional ownership data for NASDAQ:WLFC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
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