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, Q2 2025
Institutional positions in AerCap Holdings N.V. as of Jun 30, 2025. 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
- 596
- +42 vs. Q1 2025
- Shares held
- 157.8M
- −2.82M (−1.8%) vs. Q1 2025
- Total value
- $18.4B
- +$2.04B (+12.5%) vs. Q1 2025
- New holders
- 92
- 196 more added
- Sold out
- 50
- 238 more reduced
7 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding AerCap Holdings N.V.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mackenzie Financial Corp | 237,515 | $27.8M | 0.04% | −31,659−11.8% | Reduced |
| Charles Schwab Investment Management Inc | 244,099 | $28.6M | 0.00% | +3,033+1.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 249,112 | $29.1M | 0.07% | +161,212+183.4% | Added |
| Zurich Insurance Group Ltd | 261,738 | $30.6M | 0.24% | +132,056+101.8% | Added |
| BNP Paribas Arbitrage, SA | 280,253 | $32.8M | 0.03% | +141,536+102.0% | Added |
| River Road Asset Management, LLC | 313,018 | $33.6M | 0.43% | −106,361−25.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 287,276 | $33.6M | 0.06% | −10,405−3.5% | Reduced |
| Luxor Capital Group, LP | 293,187 | $34.3M | 4.47% | −125,618−30.0% | Reduced |
| Natixis Advisors, L.P. | 294,311 | $34.4M | 0.05% | +48,879+19.9% | Added |
| Scopia Capital Management LP | 310,481 | $36.3M | 4.44% | −104,879−25.3% | Reduced |
| Wedge Capital Management L L P | 316,061 | $37.0M | 0.66% | −28,776−8.3% | Reduced |
| L1 Capital International Pty Ltd | 337,375 | $37.2M | 9.13% | +14,493+4.5% | Added |
| Teachers Retirement System of the State of Kentucky | 322,270 | $37.7M | 0.31% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 323,354 | $37.8M | 0.41% | +323,354 | New |
| Canada Pension Plan Investment Board | 331,177 | $38.7M | 0.03% | +23,076+7.5% | Added |
| Mangrove Partners | 340,904 | $39.9M | 4.28% | 00.0% | Unchanged |
| California Public Employees Retirement System | 344,574 | $40.3M | 0.03% | +10,339+3.1% | Added |
| Balyasny Asset Management LLC | 354,319 | $41.5M | 0.09% | +349,802+7,744.1% | Added |
| Jane Street Group, LLC | 381,663 | $44.7M | 0.07% | +356,414+1,411.6% | Added |
| Artisan Partners Limited Partnership | 400,591 | $46.9M | 0.07% | −27,196−6.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 408,169 | $47.8M | 0.03% | +3,744+0.9% | Added |
| Wells Fargo & Company | 412,563 | $48.3M | 0.01% | −44,046−9.6% | Reduced |
| Bank of New York Mellon Corp | 426,147 | $49.9M | 0.01% | −26,229−5.8% | Reduced |
| Aristotle Capital Boston, LLC | 427,389 | $50.0M | 2.55% | −97,467−18.6% | Reduced |
| Invesco Ltd. | 459,459 | $53.8M | 0.01% | +138,843+43.3% | Added |
| Janney Montgomery Scott LLC | 463,604 | $54.2M | 0.14% | +5,111+1.1% | Added |
| Point72 Asset Management, L.P. | 468,482 | $54.8M | 0.13% | +468,482 | New |
| Vanguard Group Inc | 471,003 | $55.1M | 0.00% | +7,844+1.7% | Added |
| Clal Insurance Enterprises Holdings Ltd | 490,000 | $57.3M | 0.56% | −122,941−20.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 501,620 | $58.7M | 0.21% | −8,766−1.7% | Reduced |
| Standard Life Aberdeen plc | 518,770 | $60.7M | 0.10% | +487,708+1,570.1% | Added |
| Todd Asset Management LLC | 526,148 | $61.6M | 1.33% | +6,259+1.2% | Added |
| Kinetic Partners Management, LP | 530,553 | $62.1M | 3.39% | −408,150−43.5% | Reduced |
| Swiss National Bank | 558,200 | $65.3M | 0.04% | +600+0.1% | Added |
| National Pension Service | 563,279 | $65.9M | 0.06% | +2,260+0.4% | Added |
| SEI Investments Co | 567,824 | $66.4M | 0.08% | −46,587−7.6% | Reduced |
| Citadel Advisors LLC | 582,956 | $68.2M | 0.06% | +8,852+1.5% | Added |
| Envestnet Asset Management Inc | 589,371 | $69.0M | 0.02% | +95,100+19.2% | Added |
| UBS Group AG | 625,129 | $73.1M | 0.02% | −92,562−12.9% | Reduced |
| Agf Management Ltd | 649,718 | $76.0M | 0.34% | +2,992+0.5% | Added |
| Nuveen, LLC | 711,474 | $83.2M | 0.02% | +173,639+32.3% | Added |
| Darsana Capital Partners LP | 725,000 | $84.8M | 2.42% | −275,000−27.5% | Reduced |
| 140 Summer Partners LP | 762,150 | $89.2M | 11.54% | −135,851−15.1% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 816,489 | $95.5M | 1.64% | −463,255−36.2% | Reduced |
| Voloridge Investment Management, LLC | 821,453 | $96.1M | 0.35% | −195,700−19.2% | Reduced |
| Check Capital Management Inc | 838,329 | $98.1M | 6.47% | −14,932−1.7% | Reduced |
| MBB Public Markets I LLC | 841,315 | $98.4M | 11.33% | +324,589+62.8% | Added |
| Qube Research & Technologies Ltd | 890,335 | $104.2M | 0.14% | +95,827+12.1% | Added |
| KBC Group NV | 892,298 | $104.4M | 0.28% | −6,310−0.7% | Reduced |
| Ion Asset Management Ltd. | 948,983 | $111.0M | 6.71% | −87,017−8.4% | Reduced |
| Assenagon Asset Management S.A. | 970,973 | $113.6M | 0.18% | +361,140+59.2% | Added |
| Goldman Sachs Group Inc | 971,779 | $113.7M | 0.02% | +1,681+0.2% | Added |
| Rockefeller Capital Management L.P. | 1,011,793 | $118.4M | 0.26% | +92,180+10.0% | Added |
| CapitalatWork S.A. | 1,031,062 | $120.6M | 3.66% | −2,102−0.2% | Reduced |
| FMR LLC | 1,031,823 | $120.7M | 0.01% | −561,552−35.2% | Reduced |
| Two Sigma Investments, LP | 1,058,485 | $123.8M | 0.22% | +307,263+40.9% | Added |
| Millennium Management LLC | 1,077,814 | $126.1M | 0.11% | +72,649+7.2% | Added |
| Slate Path Capital LP | 1,111,412 | $130.0M | 2.24% | −188,788−14.5% | Reduced |
| Russell Investments Group, Ltd. | 1,160,894 | $135.8M | 0.17% | −5,783−0.5% | Reduced |
| Deutsche Bank AG | 1,169,748 | $136.9M | 0.05% | +8,122+0.7% | Added |
| Brandywine Global Investment Management, LLC | 1,176,636 | $137.7M | 0.97% | −13,782−1.2% | Reduced |
| Man Group plc | 1,192,104 | $139.5M | 0.30% | +336,231+39.3% | Added |
| Two Sigma Advisers, LP | 1,201,100 | $140.5M | 0.29% | +152,000+14.5% | Added |
| Legal & General Group Plc | 1,226,105 | $143.5M | 0.04% | −45,740−3.6% | Reduced |
| Northern Trust Corp | 1,328,671 | $155.5M | 0.02% | −5,015−0.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 1,343,424 | $157.2M | 2.65% | −122,552−8.4% | Reduced |
| Perpetual Ltd | 1,343,442 | $157.2M | 1.84% | −122,552−8.4% | Reduced |
| Dorsey Asset Management, LLCSuperinvestorDorsey Asset Management | 1,361,118 | $159.3M | 14.28% | +222,576+19.5% | Added |
| Redwood Capital Management, LLC | 1,409,863 | $165.0M | 29.96% | −215,000−13.2% | Reduced |
| Empyrean Capital Partners, LP | 1,432,000 | $167.5M | 7.76% | +50,000+3.6% | Added |
| Bank of America Corp | 1,454,736 | $170.2M | 0.01% | −252,405−14.8% | Reduced |
| Neuberger Berman Group LLC | 1,492,100 | $174.6M | 0.13% | −35,378−2.3% | Reduced |
| Mawer Investment Management Ltd. | 1,550,229 | $181.4M | 0.92% | +1,550,229 | New |
| Geode Capital Management, LLC | 1,576,105 | $182.4M | 0.01% | −46,644−2.9% | Reduced |
| Wgi DM, LLC | 1,817,636 | $212.7M | 10.98% | +924,025+103.4% | Added |
| Ameriprise Financial Inc | 1,933,543 | $226.8M | 0.06% | −16,712−0.9% | Reduced |
| Norges Bank | 2,063,178 | $241.4M | 0.03% | −54,529−2.6% | Reduced |
| Lord, Abbett & Co. LLC | 2,069,141 | $242.1M | 0.78% | −72,364−3.4% | Reduced |
| Morgan Stanley | 2,176,601 | $254.7M | 0.02% | +301,194+16.1% | Added |
| Amundi | 2,283,592 | $262.7M | 0.09% | −647,638−22.1% | Reduced |
| UBS Asset Management Americas Inc | 2,367,657 | $277.0M | 0.06% | +96,425+4.2% | Added |
| Cooke & Bieler LP | 2,545,106 | $297.8M | 2.98% | −327,013−11.4% | Reduced |
| Ninety One UK Ltd | 2,794,925 | $327.0M | 0.77% | +864,348+44.8% | Added |
| Lyrical Asset Management LP | 2,811,389 | $328.9M | 4.74% | −229,589−7.5% | Reduced |
| JPMorgan Chase & Co | 2,873,872 | $336.2M | 0.02% | +575,320+25.0% | Added |
| Donald Smith & Co., Inc. | 3,133,638 | $366.6M | 8.63% | −163,451−5.0% | Reduced |
| London Co of Virginia | 3,174,167 | $371.4M | 2.10% | −243,140−7.1% | Reduced |
| Franklin Resources Inc | 4,150,255 | $485.6M | 0.13% | −940,168−18.5% | Reduced |
| 59 North Capital Management, LP | 4,271,324 | $499.7M | 17.84% | −938,210−18.0% | Reduced |
| Price T Rowe Associates Inc | 4,293,868 | $502.4M | 0.06% | +2,479,722+136.7% | Added |
| D. E. Shaw & Co., Inc. | 4,323,594 | $505.9M | 0.50% | +387,222+9.8% | Added |
| Allspring Global Investments Holdings, LLC | 4,637,607 | $536.0M | 0.90% | −1,292,233−21.8% | Reduced |
| Wellington Management Group LLP | 4,707,441 | $550.8M | 0.10% | −3,427,276−42.1% | Reduced |
| State Street Corp | 4,998,198 | $584.8M | 0.02% | +1280.0% | Added |
| BlackRock, Inc. | 10,947,479 | $1.28B | 0.02% | −295,574−2.6% | Reduced |
| Eagle Capital Management LLC | 12,812,346 | $1.50B | 4.94% | −702,368−5.2% | Reduced |
| Goldentree Asset Management LP | 0 | $0 | 0.00% | −136,596−100.0% | Sold out |
| Cobalt Capital Management, Inc. | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −58,356−100.0% | Sold out |
| Vanderbilt University | 0 | $0 | 0.00% | −43,747−100.0% | Sold out |