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Willis Lease Finance (WLFC) Institutional Ownership

Willis Lease Finance logo
$38.96 -0.89 (-2.22%)
As of 12:08 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)
73
Total
Institutional Inflows
(last 12 months)
$70.51M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$13.80M
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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
8/22/2026Concurrent Investment Advisors LLC1,573$360K0.0%N/A0.007%
8/21/2026AXQ Capital LP2,457$562K0.1%N/A0.012%
8/20/2026Susquehanna Advisors Group Inc.5,180$1.19M0.0%N/A0.025%
8/20/2026Susquehanna Fundamental Investments LLC2,300$526K0.0%N/A0.011%
8/20/2026Susquehanna International Group LLP1,246$285K0.0%-39.8%0.006%
8/20/2026Wedbush Securities Inc.8,357$1.91M0.0%-3.8%0.040%
8/19/2026Navellier & Associates Inc.1,000$229K0.0%N/A0.005%
8/18/2026Empowered Funds LLC27,753$6.35M0.0%N/A0.131%
8/17/2026Capstone Investment Advisors LLC1,403$321K0.0%N/A0.007%
8/17/2026Philadelphia Financial Management of San Francisco LLC72,763$16.65B3.4%N/A0.344%
8/17/2026Bank of America Corp DE45,556$10.42M0.0%N/A0.216%
8/15/2026Sculptor Capital LP4,606$1.05M0.0%N/A0.022%
8/15/2026Jupiter Topco LLC1,500$343K0.0%N/A0.007%
8/14/2026PDT Partners LLC8,500$1.95M0.1%N/A0.040%
8/14/2026Canada Pension Plan Investment Board2,300$526K0.0%N/A0.011%
8/14/2026Legal & General Group Plc2,262$518K0.0%N/A0.011%
8/14/2026The Manufacturers Life Insurance Company 1,983$454K0.0%N/A0.009%
8/14/2026Algert Global LLC11,050$2.53M0.0%N/A0.052%
8/13/2026Connor Clark & Lunn Investment Management Ltd.16,268$3.72M0.0%N/A0.077%
8/12/2026Quantbot Technologies LP2,719$622K0.0%N/A0.013%
8/11/2026Latash Investments LLC13,500$3.09M2.3%N/A0.064%
8/10/2026Denali Advisors LLC38,450$8.80M0.9%-6.1%0.182%
8/8/2026Four Tree Island Advisory LLC108,160$24.75M8.2%N/A0.512%
8/7/2026BlackRock Inc.301,276$68.93M0.0%N/A1.426%
8/6/2026Bank 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%
5/13/2026First Trust Advisors LP36,229$6.17M0.0%+93.3%0.514%
5/7/2026Harbor Advisors LLC2,000$341K0.0%N/A0.028%
5/7/2026Dimensional Fund Advisors LP530,903$90.39M0.0%-0.2%6.981%
5/6/2026Jennison Associates LLC5,039$858K0.0%-2.2%0.066%
5/6/2026Allspring Global Investments Holdings LLC38,438$6.54M0.0%+76.3%0.506%
5/5/2026Bank of New York Mellon Corp34,156$5.82M0.0%+0.2%0.449%
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4/24/2026Shikiar 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%
2/17/2026Russell 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%
2/13/2026First 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%
2/13/2026State 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%
2/12/2026Dimensional Fund Advisors LP532,041$72.17M0.0%-1.6%7.813%
2/12/2026New York State Common Retirement Fund19,605$2.66M0.0%+64.7%0.288%
2/12/2026Wedbush Securities Inc.8,885$1.21M0.0%-4.3%0.130%
2/11/2026Empowered Funds LLC27,889$3.78M0.0%+0.8%0.409%
2/11/2026Deutsche 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%
2/9/2026Knights of Columbus Asset Advisors LLC14,102$1.91M0.1%-3.6%0.207%
2/6/2026LSV Asset Management10,780$1.46M0.0%N/A0.158%
2/3/2026Denali Advisors LLC33,452$4.54M0.5%+780.3%0.491%
1/30/2026Jennison Associates LLC5,153$699K0.0%+4.8%0.076%
1/30/2026Pekin Hardy Strauss Inc.37,152$5.04M0.5%-9.3%0.546%
1/30/2026Four 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%
1/23/2026State of Alaska Department of Revenue982$133K0.0%N/A0.014%
1/20/2026Palisades 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%
1/9/2026SG 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%
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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%


WLFC Institutional Ownership - Frequently Asked Questions

During the previous two years, 139 institutional investors and hedge funds held shares of Willis Lease Finance. The most heavily invested institutionals were Philadelphia Financial Management of San Francisco LLC ($16.65B), 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), and Vanguard Group Inc. ($19.56M).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 123 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), Philadelphia Financial Management of San Francisco LLC ($72.76K), Orion Porfolio Solutions LLC ($64.12K), Bank of America Corp DE ($63.12K), and Millennium Management LLC ($61.88K).

Institutional investors have bought a total of 1,077,210 shares in the last 24 months. This purchase volume represents approximately $70.51M in transactions.

Of the 36 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 299,374 shares in the last 24 months. This volume of shares sold represents approximately $13.80M 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 8/22/2026. New 13F filings are added each quarter as they're published.
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