Willis Lease Finance (WLFC) Institutional Ownership

$54.90 +0.88 (+1.63%)

Closing price 04:00 PM Eastern

Extended Trading

$54.86 -0.05 (-0.08%)

As of 07:30 PM Eastern

Compare

Current Institutional Ownership Percentage: 93.70%
Number of Institutional Buyers (last 12 months): 75
Total Institutional Inflows (last 12 months): $127.59M

Number of Institutional Sellers (last 12 months): 36
Total Institutional Outflows (last 12 months): $13.80M

Get WLFC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Willis Lease Finance stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

WLFC Institutional Buying and Selling by Quarter

Willis Lease Finance Major Shareholders & Ownership History

Export

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/24/2026	California State Teachers Retirement System	750,922	$171.81M	0.0%	+27,701.6%	3.554%
8/22/2026	Concurrent Investment Advisors LLC	1,573	$360K	0.0%	N/A	0.007%
8/21/2026	AXQ Capital LP	2,457	$562K	0.1%	N/A	0.012%
8/20/2026	Susquehanna Advisors Group Inc.	5,180	$1.19M	0.0%	N/A	0.025%
8/20/2026	Susquehanna Fundamental Investments LLC	2,300	$526K	0.0%	N/A	0.011%
8/20/2026	Susquehanna International Group LLP	1,246	$285K	0.0%	-39.8%	0.006%
8/20/2026	Wedbush Securities Inc.	8,357	$1.91M	0.0%	-3.8%	0.040%
8/19/2026	Navellier & Associates Inc.	1,000	$229K	0.0%	N/A	0.005%
8/18/2026	Empowered Funds LLC	27,753	$6.35M	0.0%	N/A	0.131%
8/17/2026	Capstone Investment Advisors LLC	1,403	$321K	0.0%	N/A	0.007%
Get the Latest News and Ratings for WLFC and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Willis Lease Finance and its competitors with MarketBeat's FREE daily newsletter.
8/17/2026	Philadelphia Financial Management of San Francisco LLC	72,763	$16.65B	3.4%	N/A	0.344%
8/17/2026	Bank of America Corp DE	45,556	$10.42M	0.0%	N/A	0.216%
8/15/2026	Sculptor Capital LP	4,606	$1.05M	0.0%	N/A	0.022%
8/15/2026	Jupiter Topco LLC	1,500	$343K	0.0%	N/A	0.007%
8/14/2026	PDT Partners LLC	8,500	$1.95M	0.1%	N/A	0.040%
8/14/2026	Canada Pension Plan Investment Board	2,300	$526K	0.0%	N/A	0.011%
8/14/2026	Legal & General Group Plc	2,262	$518K	0.0%	N/A	0.011%
8/14/2026	The Manufacturers Life Insurance Company	1,983	$454K	0.0%	N/A	0.009%
8/14/2026	Algert Global LLC	11,050	$2.53M	0.0%	N/A	0.052%
8/13/2026	Connor Clark & Lunn Investment Management Ltd.	16,268	$3.72M	0.0%	N/A	0.077%
8/12/2026	Quantbot Technologies LP	2,719	$622K	0.0%	N/A	0.013%
8/11/2026	Latash Investments LLC	13,500	$3.09M	2.3%	N/A	0.064%
8/10/2026	Denali Advisors LLC	38,450	$8.80M	0.9%	-6.1%	0.182%
8/8/2026	Four Tree Island Advisory LLC	108,160	$24.75M	8.2%	N/A	0.512%
8/7/2026	BlackRock Inc.	301,276	$68.93M	0.0%	N/A	1.426%
8/6/2026	Bank of New York Mellon Corp	37,129	$8.50M	0.0%	N/A	0.176%
5/28/2026	Carlson Capital L.P.	3,100	$528K	0.2%	N/A	0.044%
5/19/2026	Bank of America Corp DE	53,508	$9.11M	0.0%	+34.5%	0.760%
5/18/2026	Royal Bank of Canada	1,200	$204K	0.0%	-6.3%	0.017%
5/18/2026	Empowered Funds LLC	27,753	$4.73M	0.0%	-0.5%	0.394%
5/16/2026	Quantinno Capital Management LP	1,718	$293K	0.0%	N/A	0.024%
5/16/2026	Lazard Asset Management LLC	3,260	$555K	0.0%	+39.3%	0.046%
5/15/2026	Corsair Capital Management L.P.	18,002	$3.07M	0.4%	+50.0%	0.256%
5/14/2026	Renaissance Technologies LLC	197,820	$33.68M	0.1%	-2.4%	2.810%
5/13/2026	Cetera Investment Advisers	1,293	$220K	0.0%	N/A	0.018%
5/13/2026	First Trust Advisors LP	36,229	$6.17M	0.0%	+93.3%	0.514%
5/7/2026	Harbor Advisors LLC	2,000	$341K	0.0%	N/A	0.028%
5/7/2026	Dimensional Fund Advisors LP	530,903	$90.39M	0.0%	-0.2%	6.981%
5/6/2026	Jennison Associates LLC	5,039	$858K	0.0%	-2.2%	0.066%
5/6/2026	Allspring Global Investments Holdings LLC	38,438	$6.54M	0.0%	+76.3%	0.506%
MILLIONAIRE MASTERCLASS INVITE: Altucher (Ad) James Altucher says Elon Musk is preparing an unprecedented project set to surface on September 25. Altucher is hosting a free masterclass revealing what he says is locked inside a sealed briefcase detailing Musk's plans. Attendees who join early can also access a $1,000 bonus offer included with the presentation. Watch James Altucher's free masterclass before September 25
5/5/2026	Bank of New York Mellon Corp	34,156	$5.82M	0.0%	+0.2%	0.449%
4/24/2026	Shikiar Asset Management Inc.	12,470	$2.12M	0.6%	N/A	0.161%
3/20/2026	Hsbc Holdings PLC	2,587	$349K	0.0%	N/A	0.038%
2/19/2026	Invesco Ltd.	5,199	$705K	0.0%	+24.7%	0.076%
2/18/2026	Empowered Funds LLC	27,889	$3.78M	0.0%	+0.8%	0.410%
2/18/2026	XTX Topco Ltd	2,612	$354K	0.0%	N/A	0.038%
2/18/2026	Millennium Management LLC	34,111	$4.63M	0.0%	-48.3%	0.501%
2/18/2026	Boothbay Fund Management LLC	12,042	$1.63M	0.0%	+94.7%	0.177%
2/17/2026	PDT Partners LLC	4,800	$651K	0.0%	N/A	0.070%
2/17/2026	AQR Capital Management LLC	1,571	$213K	0.0%	-6.2%	0.023%
2/17/2026	Lazard Asset Management LLC	2,340	$317K	0.0%	N/A	0.034%
2/17/2026	Jump Financial LLC	15,500	$2.10M	0.0%	-11.2%	0.227%
2/17/2026	Price T Rowe Associates Inc. MD	2,858	$388K	0.0%	+8.9%	0.042%
2/17/2026	Corsair Capital Management L.P.	12,002	$1.63M	0.3%	+100.0%	0.176%
2/17/2026	Russell Investments Group Ltd.	857	$116K	0.0%	-8.7%	0.013%
2/17/2026	ExodusPoint Capital Management LP	11,324	$1.54M	0.0%	+115.3%	0.166%
2/17/2026	Royal Bank of Canada	1,280	$173K	0.0%	-4.8%	0.019%
2/16/2026	Verition Fund Management LLC	11,821	$1.60M	0.0%	+255.2%	0.174%
2/16/2026	Barclays PLC	5,432	$737K	0.0%	+24.5%	0.080%
2/13/2026	Smartleaf Asset Management LLC	335	$46K	0.0%	N/A	0.005%
2/13/2026	First Trust Advisors LP	18,745	$2.54M	0.0%	-15.1%	0.275%
2/13/2026	Charles Schwab Investment Management Inc.	24,312	$3.30M	0.0%	-2.9%	0.357%
2/13/2026	State Street Corp	64,772	$8.79M	0.0%	-0.4%	0.951%
2/13/2026	Dynamic Technology Lab Private Ltd	1,800	$244K	0.1%	-41.0%	0.026%
2/13/2026	Wells Fargo & Company MN	5,244	$711K	0.0%	+23.7%	0.077%
2/12/2026	Jane Street Group LLC	22,615	$3.07M	0.0%	-2.5%	0.332%
2/12/2026	Renaissance Technologies LLC	202,597	$27.48M	0.0%	-13.2%	2.975%
2/12/2026	Dimensional Fund Advisors LP	532,041	$72.17M	0.0%	-1.6%	7.813%
2/12/2026	New York State Common Retirement Fund	19,605	$2.66M	0.0%	+64.7%	0.288%
2/12/2026	Wedbush Securities Inc.	8,885	$1.21M	0.0%	-4.3%	0.130%
2/11/2026	Empowered Funds LLC	27,889	$3.78M	0.0%	+0.8%	0.409%
2/11/2026	Deutsche Bank AG	2,144	$291K	0.0%	+5.8%	0.031%
2/11/2026	Franklin Resources Inc.	1,848	$251K	0.0%	+5.9%	0.027%
2/11/2026	O Shaughnessy Asset Management LLC	1,703	$231K	0.0%	-22.5%	0.025%
2/10/2026	Goldman Sachs Group Inc.	32,543	$4.41M	0.0%	+112.1%	0.478%
2/10/2026	BNP Paribas Financial Markets	31,797	$4.31M	0.0%	+10.1%	0.467%
2/9/2026	Geode Capital Management LLC	73,452	$9.97M	0.0%	+1.3%	1.079%
2/9/2026	Knights of Columbus Asset Advisors LLC	14,102	$1.91M	0.1%	-3.6%	0.207%
2/6/2026	LSV Asset Management	10,780	$1.46M	0.0%	N/A	0.158%
2/3/2026	Denali Advisors LLC	33,452	$4.54M	0.5%	+780.3%	0.491%
1/30/2026	Jennison Associates LLC	5,153	$699K	0.0%	+4.8%	0.076%
1/30/2026	Pekin Hardy Strauss Inc.	37,152	$5.04M	0.5%	-9.3%	0.546%
1/30/2026	Four Tree Island Advisory LLC	102,259	$13.87M	7.7%	+3.9%	1.502%
1/29/2026	UBS Group AG	59,821	$8.11M	0.0%	-35.1%	0.878%
1/23/2026	State of Alaska Department of Revenue	982	$133K	0.0%	N/A	0.014%
1/20/2026	Palisades Investment Partners LLC	21,188	$2.87M	1.1%	+2.1%	0.311%
1/15/2026	Allspring Global Investments Holdings LLC	21,805	$2.96M	0.0%	N/A	0.320%
1/9/2026	SG Americas Securities LLC	951	$129K	0.0%	N/A	0.014%
1/1/2026	JPMorgan Chase & Co.	12,954	$1.78M	0.0%	-52.6%	0.190%
11/17/2025	Caxton Associates LLP	2,293	$314K	0.0%	-59.2%	0.034%
MILLIONAIRE MASTERCLASS INVITE: Altucher (Ad) James Altucher says Elon Musk is preparing an unprecedented project set to surface on September 25. Altucher is hosting a free masterclass revealing what he says is locked inside a sealed briefcase detailing Musk's plans. Attendees who join early can also access a $1,000 bonus offer included with the presentation. Watch James Altucher's free masterclass before September 25
11/17/2025	Verition Fund Management LLC	3,328	$456K	0.0%	-46.1%	0.049%
11/17/2025	Susquehanna International Group LLP	2,753	$377K	0.0%	-42.2%	0.040%
11/17/2025	Qube Research & Technologies Ltd	11,775	$1.61M	0.0%	-4.2%	0.173%
11/17/2025	Maltese Capital Management LLC	10,083	$1.38M	0.2%	-6.5%	0.148%
11/17/2025	Millennium Management LLC	66,008	$9.05M	0.0%	+1,498.3%	0.969%
11/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	1,304	$179K	0.0%	-33.4%	0.019%
11/17/2025	Larson Financial Group LLC	694	$95K	0.0%	+197.9%	0.010%
11/17/2025	Citadel Advisors LLC	6,774	$929K	0.0%	+109.8%	0.099%
11/17/2025	Brevan Howard Capital Management LP	3,720	$510K	0.0%	N/A	0.055%
11/17/2025	Capitolis Liquid Global Markets LLC	28,500	$3.91M	0.0%	-21.9%	0.418%

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), California State Teachers Retirement System ($171.81M), Dimensional Fund Advisors LP ($90.39M), M3F Inc. ($83.08M), BlackRock Inc. ($68.93M), Renaissance Technologies LLC ($33.68M), and Four Tree Island Advisory LLC ($24.75M).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: California State Teachers Retirement System ($750.77K), 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), and Bank of America Corp DE ($63.12K).

Institutional investors have bought a total of 1,825,728 shares in the last 24 months. This purchase volume represents approximately $127.59M 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.

Related Companies

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 8/24/2026. New 13F filings are added each quarter as they're published.

From Our Partners

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Willis Lease Finance (WLFC) Institutional Ownership

WLFC Institutional Buying and Selling by Quarter

Willis Lease Finance Major Shareholders & Ownership History

WLFC Institutional Ownership - Frequently Asked Questions

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Willis Lease Finance (WLFC) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Willis Lease Finance (NASDAQ:WLFC)

WLFC Institutional Buying and Selling by Quarter

Willis Lease Finance Major Shareholders & Ownership History

WLFC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WLFC shares?

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

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

How much institutional buying is happening at Willis Lease Finance?

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

How much institutional selling is happening at Willis Lease Finance?

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools