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 1 sale; 696 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.
13F holders, Q4 2023
Institutional positions in AerCap Holdings N.V. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 453
- +67 vs. Q3 2023
- Shares held
- 189.8M
- −11.3M (−5.6%) vs. Q3 2023
- Total value
- $14.1B
- +$1.46B (+11.6%) vs. Q3 2023
- New holders
- 107
- 191 more added
- Sold out
- 40
- 114 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AER on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 696 | $19.9B |
| Q1 2026 | 666 | $19.8B |
| Q4 2025 | 635 | $21.7B |
| Q3 2025 | 576 | $18.1B |
| Q2 2025 | 596 | $18.4B |
| Q1 2025 | 561 | $16.4B |
| Q4 2024 | 555 | $15.8B |
| Q3 2024 | 547 | $15.8B |
| Q2 2024 | 511 | $16.6B |
| Q1 2024 | 484 | $15.8B |
| Q4 2023 | 453 | $14.1B |
| Q3 2023 | 389 | $12.6B |
| Q2 2023 | 377 | $14.0B |
| Q1 2023 | 368 | $12.7B |
| Q4 2022 | 331 | $13.8B |
| Q3 2022 | 307 | $10.3B |
| Q2 2022 | 312 | $9.81B |
| Q1 2022 | 342 | $11.9B |
| Q4 2021 | 332 | $15.4B |
| Q3 2021 | 299 | $7.02B |
| Q2 2021 | 307 | $6.05B |
| Q1 2021 | 307 | $6.91B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding AerCap Holdings N.V.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 20,633,525 | $1.53B | 0.29% | −394,675−1.9% | Reduced |
| Eagle Capital Management LLC | 12,628,278 | $938.5M | 3.99% | −422,071−3.2% | Reduced |
| BlackRock Inc. | 10,348,763 | $769.1M | 0.02% | +1,647,950+18.9% | Added |
| Allspring Global Investments Holdings, LLC | 8,130,432 | $604.3M | 1.00% | −543,366−6.3% | Reduced |
| Franklin Resources Inc | 6,090,321 | $452.6M | 0.21% | +1,476,236+32.0% | Added |
| Cooke & Bieler LP | 5,426,050 | $403.3M | 3.55% | −163,071−2.9% | Reduced |
| D. E. Shaw & Co., Inc. | 5,346,976 | $397.4M | 0.57% | +358,407+7.2% | Added |
| Amundi | 4,320,527 | $316.0M | 0.14% | −643,580−13.0% | Reduced |
| London Co of Virginia | 4,165,651 | $309.6M | 1.74% | +37,548+0.9% | Added |
| State Street Corp | 4,130,475 | $307.0M | 0.01% | +872,209+26.8% | Added |
| Arrowstreet Capital, Limited Partnership | 4,070,942 | $302.6M | 0.32% | +1,981,293+94.8% | Added |
| Donald Smith & Co., Inc. | 4,069,400 | $302.4M | 7.76% | +211,260+5.5% | Added |
| Alyeska Investment Group, L.P. | 3,955,454 | $294.0M | 1.98% | −52,421−1.3% | Reduced |
| Lyrical Asset Management LP | 3,256,223 | $242.0M | 3.95% | +4,278+0.1% | Added |
| Morgan Stanley | 2,851,381 | $211.9M | 0.02% | +633,782+28.6% | Added |
| 59 North Capital Management, LP | 2,547,504 | $189.3M | 15.27% | −324,798−11.3% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 2,469,496 | $183.5M | 3.48% | +611,852+32.9% | Added |
| Ninety One UK Ltd | 2,425,602 | $180.3M | 0.54% | +1,168,628+93.0% | Added |
| Slate Path Capital LP | 2,343,000 | $174.1M | 3.87% | +833,000+55.2% | Added |
| Perpetual Ltd | 2,223,504 | $165.3M | 1.70% | −227,751−9.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,223,357 | $165.2M | 2.67% | −227,751−9.3% | Reduced |
| Price T Rowe Associates Inc | 2,180,708 | $162.1M | 0.02% | +13,502+0.6% | Added |
| Redwood Capital Management, LLC | 2,142,023 | $159.2M | 28.83% | 00.0% | Unchanged |
| Empyrean Capital Partners, LP | 2,065,000 | $153.5M | 9.31% | +131,000+6.8% | Added |
| Norges Bank | 1,963,819 | $146.0M | 0.03% | +442,656+29.1% | Added |
| Artisan Partners Limited Partnership | 1,848,918 | $137.4M | 0.22% | +1,848,918 | New |
| Parsifal Capital Management, LP | 1,803,233 | $134.0M | 9.20% | −135,770−7.0% | Reduced |
| TOMS Capital Investment Management LP | 1,794,000 | $133.3M | 10.84% | +1,794,000 | New |
| FMR LLC | 1,756,924 | $130.6M | 0.01% | +156,080+9.7% | Added |
| JPMorgan Chase & Co | 1,727,148 | $128.4M | 0.01% | +1,344,012+350.8% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,663,103 | $123.6M | 0.43% | +8,265+0.5% | Added |
| Lord, Abbett & Co. LLC | 1,655,301 | $123.0M | 0.43% | −232,120−12.3% | Reduced |
| Neuberger Berman Group LLC | 1,556,522 | $115.7M | 0.10% | −38,913−2.4% | Reduced |
| Rockefeller Capital Management L.P. | 1,549,605 | $115.2M | 0.38% | −25,998−1.7% | Reduced |
| Deutsche Bank AG | 1,474,747 | $109.6M | 0.06% | +266,186+22.0% | Added |
| Geode Capital Management, LLC | 1,417,817 | $104.7M | 0.01% | +244,466+20.8% | Added |
| Bank of America Corp | 1,408,129 | $104.7M | 0.01% | +359,321+34.3% | Added |
| Brandywine Global Investment Management, LLC | 1,324,920 | $98.5M | 0.79% | +127,500+10.6% | Added |
| Citadel Advisors LLC | 1,302,983 | $96.8M | 0.10% | +893,866+218.5% | Added |
| UBS Asset Management Americas Inc | 1,160,002 | $86.2M | 0.03% | +24,358+2.1% | Added |
| Dendur Capital LP | 1,032,000 | $76.7M | 11.65% | +1,032,000 | New |
| Legal & General Group Plc | 1,026,334 | $76.3M | 0.02% | +231,832+29.2% | Added |
| Palestra Capital Management LLC | 1,022,970 | $76.0M | 3.78% | +1,022,970 | New |
| Goldentree Asset Management LP | 977,262 | $72.6M | 7.54% | −869,254−47.1% | Reduced |
| 140 Summer Partners LP | 962,726 | $71.5M | 12.33% | +705,826+274.7% | Added |
| Millennium Management LLC | 946,733 | $70.4M | 0.07% | +270,604+40.0% | Added |
| Ion Asset Management Ltd. | 924,000 | $68.7M | 5.77% | +924,000 | New |
| Aristotle Capital Boston, LLC | 921,885 | $68.5M | 2.09% | −50,831−5.2% | Reduced |
| Check Capital Management Inc | 879,484 | $65.4M | 5.22% | −9,811−1.1% | Reduced |
| Goldman Sachs Group Inc | 817,809 | $60.8M | 0.01% | +119,239+17.1% | Added |
| ExodusPoint Capital Management, LP | 797,173 | $59.2M | 0.74% | −78,286−8.9% | Reduced |
| Northern Trust Corp | 768,654 | $57.1M | 0.01% | −14,064−1.8% | Reduced |
| Russell Investments Group, Ltd. | 723,968 | $53.8M | 0.10% | +61,132+9.2% | Added |
| Balyasny Asset Management LLC | 709,392 | $52.7M | 0.15% | −1,050,505−59.7% | Reduced |
| Southpoint Capital Advisors LP | 699,584 | $52.0M | 1.12% | +699,584 | New |
| CapitalatWork S.A. | 693,575 | $51.5M | 1.87% | +693,575 | New |
| SEI Investments Co | 680,292 | $50.6M | 0.08% | +144,244+26.9% | Added |
| Voloridge Investment Management, LLC | 669,894 | $49.8M | 0.20% | +422,143+170.4% | Added |
| Tran Capital Management, L.P. | 660,401 | $49.1M | 5.72% | −51,037−7.2% | Reduced |
| Swiss National Bank | 644,600 | $47.9M | 0.04% | +69,800+12.1% | Added |
| Man Group plc | 638,131 | $47.4M | 0.14% | – | – |
| New York State Common Retirement Fund | 620,814 | $46.1M | 0.06% | −16,588−2.6% | Reduced |
| Blackstone Group Inc. | 575,000 | $42.7M | 0.20% | +375,000+187.5% | Added |
| Mangrove Partners | 550,014 | $40.9M | 3.54% | 00.0% | Unchanged |
| Wells Fargo & Company | 547,474 | $40.7M | 0.01% | −15,023−2.7% | Reduced |
| Nuveen Asset Management, LLC | 537,073 | $39.9M | 0.01% | +106,281+24.7% | Added |
| ARGA Investment Management, LP | 502,283 | $37.3M | 1.29% | −363,153−42.0% | Reduced |
| Scopia Capital Management LP | 495,119 | $36.8M | 4.93% | +66,696+15.6% | Added |
| Bank of New York Mellon Corp | 484,457 | $36.0M | 0.01% | +178,994+58.6% | Added |
| Todd Asset Management LLC | 477,346 | $35.5M | 0.78% | −13,205−2.7% | Reduced |
| Vanguard Group Inc | 465,869 | $34.6M | 0.00% | +55,351+13.5% | Added |
| Luxor Capital Group, LP | 437,493 | $32.5M | 5.32% | +320,093+272.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 436,832 | $32.5M | 0.02% | +55,322+14.5% | Added |
| Janney Montgomery Scott LLC | 423,601 | $31.5M | 0.10% | +14,680+3.6% | Added |
| Point72 Asset Management, L.P. | 422,478 | $31.4M | 0.10% | −338,922−44.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 415,254 | $30.9M | 0.40% | +400,872+2,787.3% | Added |
| Central Securities Corp | 400,000 | $29.7M | 3.23% | −50,000−11.1% | Reduced |
| Credit Suisse AG | 395,367 | $29.4M | 0.03% | +58,885+17.5% | Added |
| Agf Management Ltd | 384,197 | $28.6M | 0.17% | +384,197 | New |
| Cobalt Capital Management, Inc. | 383,614 | $28.5M | 9.93% | +163,614+74.4% | Added |
| GCM Grosvenor Holdings, LLC | 380,256 | $28.3M | 5.00% | +81,256+27.2% | Added |
| California Public Employees Retirement System | 358,689 | $26.7M | 0.02% | +65,082+22.2% | Added |
| LMR Partners LLP | 355,605 | $26.4M | 0.66% | −440,620−55.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 352,944 | $26.2M | 0.12% | +197,284+126.7% | Added |
| New Age Alpha Advisors, LLC | 322,100 | $23.9M | 18.21% | +322,100 | New |
| Envestnet Asset Management Inc | 313,171 | $23.3M | 0.01% | +15,469+5.2% | Added |
| Tocqueville Asset Management L.P. | 302,015 | $22.4M | 0.41% | +700.0% | Added |
| Assenagon Asset Management S.A. | 301,596 | $22.4M | 0.07% | +38,999+14.9% | Added |
| Two Sigma Investments, LP | 300,139 | $22.3M | 0.05% | +147,562+96.7% | Added |
| Cooper Investors Pty Ltd | 281,157 | $20.9M | 1.25% | +281,157 | New |
| Kize Capital LP | 258,078 | $19.2M | 11.33% | −22,000−7.9% | Reduced |
| Aviva PLC | 254,286 | $18.9M | 0.07% | +254,286 | New |
| Greenlight Capital Inc | 250,000 | $18.6M | 0.91% | +250,000 | New |
| Susquehanna Portfolio Strategies, LLC | 249,565 | $18.5M | 0.33% | +249,565 | New |
| Teachers Retirement System of the State of Kentucky | 248,760 | $18.5M | 0.17% | −7,100−2.8% | Reduced |
| Teacher Retirement System of Texas | 248,313 | $18.5M | 0.13% | −148,279−37.4% | Reduced |
| Ameriprise Financial Inc | 246,383 | $18.3M | 0.01% | +2,574+1.1% | Added |
| Lazard Asset Management LLC | 226,073 | $16.8M | 0.02% | +8,730+4.0% | Added |
| Aryeh Capital Management Ltd. | 225,968 | $16.8M | 10.15% | 00.0% | Unchanged |
| Leeward Investments, LLC - MA | 223,714 | $16.6M | 0.78% | −6,038−2.6% | Reduced |