AerCap Holdings N.V.
AER- Exchange
- NYSE
- Industry
- Services-Equipment Rental & Leasing, NEC
- SEC CIK
- 0001378789
In the last 90 days, AerCap Holdings N.V. insiders filed 0 open-market purchases and 4 sales; 699 institutions reported holding it in 13F filings for Q2 2026, worth $19.9B in total; superinvestors Harris Associates (Oakmark) and Dorsey Asset Management hold it.
Key figures
- Market capADS ratio not in SEC data
- –
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $12.0M in total
- 4
- 13F holdersQ2 2026, +33 vs. previous quarter
- 699
- 13F valueReported value at the end of Q2 2026
- $19.9B
- Superinvestors holdingAt the end of Q2 2026
- 2
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $8.52B
- +6.5% year over year
- Net income, FY2025
- $3.75B
- +78.7% year over year
- Free cash flow, FY2025
- –
- No comparable prior period
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Short interest
See short dataFrom FINRA, settlement date Oct 15, 2026.
- Short interest
- 2.54M
- Shares sold short
- Change
- −1.42M
- −35.8% vs. previous
- Days to cover
- 2.54
- At average daily volume
Superinvestors holding AER, Q2 2026
Go to the superinvestors tab2 superinvestors report holding AerCap Holdings N.V. on Form 13F. Percentages are the stock's share of each portfolio.
Harris Associates (Oakmark)
Bill Nygren
1.3%
AerCap Holdings N.V.'s share of the portfolio
- Shares
- 6,460,145
- Value
- $941.8M
Dorsey Asset Management
Pat Dorsey
7.2%
AerCap Holdings N.V.'s share of the portfolio
- Shares
- 766,828
- Value
- $111.8M
Latest insider trades
See all insider tradesOpen-market purchases and sales by AerCap Holdings N.V. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Nov 3, 2026 (view filing)4:39 PM ET | Oct 30 | 4 days | Forst RitaDirector | SSale | −2.00K | $159.06 | −$318.1K | −27.3%5.33K after | |
| Nov 3, 2026 (view filing)4:37 PM ET | Oct 30 | 4 days | Kelly AengusChief Executive Officer | SSale | −60.0K | $157.98 | −$9.48M | −1.6%3.60M after | 3 lots |
| Nov 2, 2026 (view filing)7:38 PM ET | Oct 29 | 4 days | Drouillard VincentGeneral Counsel | SSale | −10.0K | $158.14 | −$1.58M | −10.9%81.6K after | |
| Nov 2, 2026 (view filing)7:35 PM ET | May 7 | 179 days | Drouillard VincentGeneral Counsel | SSale | −4.20K | $150.00 | −$630.6K | −4.4%91.6K after | Amended |
| Aug 11, 2026 (view filing)8:27 PM ET | Aug 6 | 5 days | Forst RitaDirector | SSale | −2.00K | $155.64 | −$311.3K | −21.4%7.33K after | Amended |
| Jun 17, 2026 (view filing) | Jun 15 | 2 days | Stuart CormacChief Accounting Officer | SSale | −11.6K | $143.21 | −$1.67M | −100.0%0 after | |
| May 13, 2026 (view filing) | May 12 | 1 day | Juhas PeterChief Financial Officer | SSale | −76.0K | $144.72 | −$11.0M | −29.3%183.6K after | 4 lots |
| May 8, 2026 (view filing) | May 6 | 2 days | Kelly AengusChief Executive Officer | SSale | −25.0K | $148.83 | −$3.72M | −2.1%1.16M after | 4 lots |
| May 8, 2026 (view filing) | May 6 | 2 days | Kelly AengusChief Executive Officer | SSale | −25.0K | $148.83 | −$3.72M | −30.6%56.7K after | 4 lots |
Top 10 13F holders, Q2 2026
See all 699 holdersThe largest institutional positions in AerCap Holdings N.V. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 13,748,609 | $2.00B | 0.03% | +810,419+6.3% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 6,460,145 | $941.8M | 1.25% | +558,523+9.5% | Added |
| State Street Corp | 5,351,498 | $780.2M | 0.02% | +257,541+5.1% | Added |
| Two Sigma Investments, LP | 3,394,989 | $494.9M | 0.37% | −140,610−4.0% | Reduced |
| JPMorgan Chase & Co | 3,335,501 | $492.1M | 0.03% | +264,366+8.6% | Added |
| Price T Rowe Associates Inc | 3,181,994 | $463.9M | 0.05% | −916,288−22.4% | Reduced |
| Donald Smith & Co., Inc. | 2,912,504 | $424.6M | 7.52% | −238,171−7.6% | Reduced |
| 59 North Capital Management, LP | 2,794,436 | $407.4M | 9.07% | −328,963−10.5% | Reduced |
| Franklin Resources Inc | 2,614,711 | $381.2M | 0.08% | −1,174,645−31.0% | Reduced |
| ARGA Investment Management, LP | 2,520,884 | $367.5M | 9.38% | +2,504,857+15,629.0% | Added |
Holders of 5% or more of AER
See all 1 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of AerCap Holdings N.V..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 13G/A | 7.00%11.0M shares | – | Oct 24, 20243 filings | Jul 27, 2026 | SEC |
Politician trades
All politician trades in AER2 members of Congress reported 2 trades in AerCap Holdings N.V. since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Jul 21, 2026 |  Alan Armstrong Senate · OK | Buy | $1K-$15K |
| Dec 2, 2020 |  Greg Gianforte House · MT | Sell (partial) | $15K-$50K |
Senate · OK · Jul 21, 2026
Buy$1K-$15K
House · MT · Dec 2, 2020
Sell (partial)$15K-$50K