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 2025
Institutional positions in AerCap Holdings N.V. as of Dec 31, 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
- 635
- +69 vs. Q3 2025
- Shares held
- 151.0M
- +2.38M (+1.6%) vs. Q3 2025
- Total value
- $21.7B
- +$3.71B (+20.6%) vs. Q3 2025
- New holders
- 116
- 184 more added
- Sold out
- 47
- 245 more reduced
10 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding AerCap Holdings N.V.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 12,566,722 | $1.81B | 0.03% | +3,5390.0% | Added |
| Eagle Capital Management LLC | 10,169,902 | $1.46B | 4.55% | −1,467,497−12.6% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 5,840,480 | $839.6M | 1.07% | +5,840,480 | New |
| State Street Corp | 5,112,626 | $735.0M | 0.02% | +184,425+3.7% | Added |
| Price T Rowe Associates Inc | 4,182,501 | $601.3M | 0.06% | −5,099−0.1% | Reduced |
| Franklin Resources Inc | 3,416,015 | $491.1M | 0.12% | −428,589−11.1% | Reduced |
| 59 North Capital Management, LP | 3,310,609 | $475.9M | 14.82% | −622,527−15.8% | Reduced |
| Mawer Investment Management Ltd. | 3,272,935 | $470.5M | 2.64% | +1,179,241+56.3% | Added |
| Donald Smith & Co., Inc. | 3,082,705 | $443.2M | 8.30% | −41,823−1.3% | Reduced |
| Ninety One UK Ltd | 2,804,003 | $403.1M | 0.86% | +31,794+1.1% | Added |
| Lyrical Asset Management LP | 2,782,638 | $400.0M | 5.65% | −192,996−6.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,752,876 | $398.1M | 0.64% | −736,336−21.1% | Reduced |
| London Co of Virginia | 2,761,384 | $397.0M | 2.29% | −280,763−9.2% | Reduced |
| JPMorgan Chase & Co | 2,738,772 | $393.7M | 0.03% | +71,923+2.7% | Added |
| Wgi DM, LLC | 2,586,515 | $371.8M | 27.79% | +30,703+1.2% | Added |
| Norges Bank | 2,449,721 | $352.2M | 0.04% | +2,449,721 | New |
| Amundi | 2,303,560 | $331.2M | 0.09% | +378,718+19.7% | Added |
| Wellington Management Group LLP | 2,053,134 | $295.2M | 0.05% | −648,668−24.0% | Reduced |
| UBS Asset Management Americas Inc | 1,966,231 | $282.7M | 0.06% | +1,966,231 | New |
| Ameriprise Financial Inc | 1,910,546 | $276.0M | 0.06% | −48,031−2.5% | Reduced |
| Two Sigma Advisers, LP | 1,802,200 | $259.1M | 0.50% | −61,700−3.3% | Reduced |
| Lord, Abbett & Co. LLC | 1,794,065 | $257.9M | 0.79% | −38,657−2.1% | Reduced |
| Morgan Stanley | 1,745,881 | $251.0M | 0.01% | −156,967−8.2% | Reduced |
| Bank of America Corp | 1,625,428 | $233.7M | 0.02% | +124,800+8.3% | Added |
| Geode Capital Management, LLC | 1,617,706 | $230.4M | 0.01% | +53,957+3.5% | Added |
| Two Sigma Investments, LP | 1,538,896 | $221.2M | 0.33% | −47,904−3.0% | Reduced |
| L1 Capital International Pty Ltd | 1,527,454 | $219.6M | 11.35% | +1,183,616+344.2% | Added |
| D. E. Shaw & Co., Inc. | 1,509,298 | $217.0M | 0.16% | −2,004,938−57.1% | Reduced |
| AustralianSuper Pty Ltd | 1,390,165 | $199.9M | 0.93% | +753,259+118.3% | Added |
| Assenagon Asset Management S.A. | 1,360,618 | $195.6M | 0.29% | −830−0.1% | Reduced |
| Redwood Capital Management, LLC | 1,304,863 | $187.6M | 20.08% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 1,292,925 | $185.9M | 0.14% | −15,340−1.2% | Reduced |
| Northern Trust Corp | 1,249,637 | $179.6M | 0.02% | −15,911−1.3% | Reduced |
| Goldman Sachs Group Inc | 1,247,977 | $179.4M | 0.03% | −736,833−37.1% | Reduced |
| Qube Research & Technologies Ltd | 1,218,415 | $175.2M | 0.25% | −83,284−6.4% | Reduced |
| Dorsey Asset Management, LLCSuperinvestorDorsey Asset Management | 1,215,059 | $174.7M | 15.18% | −48,939−3.9% | Reduced |
| High Ground Investment Management LLP | 1,176,170 | $169.1M | 24.62% | +427,651+57.1% | Added |
| UBS Group AG | 1,158,903 | $166.6M | 0.03% | +742,863+178.6% | Added |
| Legal & General Group Plc | 1,156,810 | $166.3M | 0.04% | +11,116+1.0% | Added |
| MBB Public Markets I LLC | 1,133,357 | $162.9M | 17.02% | 00.0% | Unchanged |
| Deutsche Bank AG | 1,119,889 | $161.0M | 0.05% | +22,938+2.1% | Added |
| Empyrean Capital Partners, LP | 1,100,000 | $158.1M | 5.51% | −400,000−26.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 1,057,084 | $152.0M | 2.56% | −238,041−18.4% | Reduced |
| Cooke & Bieler LP | 1,044,083 | $150.1M | 1.57% | −1,257,050−54.6% | Reduced |
| Russell Investments Group, Ltd. | 1,016,265 | $146.1M | 0.16% | −114,731−10.1% | Reduced |
| KBC Group NV | 970,121 | $139.5M | 0.32% | −30,912−3.1% | Reduced |
| Slate Path Capital LP | 938,144 | $134.9M | 1.82% | −83,500−8.2% | Reduced |
| Brandywine Global Investment Management, LLC | 873,309 | $125.5M | 0.84% | −288,780−24.9% | Reduced |
| CapitalatWork S.A. | 862,217 | $124.0M | 3.78% | −176,282−17.0% | Reduced |
| Rockefeller Capital Management L.P. | 848,524 | $122.0M | 0.22% | −143,931−14.5% | Reduced |
| Check Capital Management Inc | 827,362 | $118.9M | 7.11% | −4,375−0.5% | Reduced |
| Man Group plc | 741,996 | $106.7M | 0.20% | −764,875−50.8% | Reduced |
| Voloridge Investment Management, LLC | 737,659 | $106.0M | 0.37% | −127,513−14.7% | Reduced |
| Avantyr Capital Partners, LP | 726,937 | $104.5M | 6.26% | +726,937 | New |
| SEI Investments Co | 624,754 | $89.8M | 0.09% | +89,217+16.7% | Added |
| Alyeska Investment Group, L.P. | 613,341 | $88.2M | 0.25% | −498,211−44.8% | Reduced |
| Nuveen, LLC | 613,314 | $88.2M | 0.02% | −6,356−1.0% | Reduced |
| National Pension Service | 609,915 | $87.7M | 0.06% | −15,843−2.5% | Reduced |
| FMR LLC | 607,221 | $87.3M | 0.00% | −237,522−28.1% | Reduced |
| Envestnet Asset Management Inc | 571,516 | $82.2M | 0.02% | −17,601−3.0% | Reduced |
| 140 Summer Partners LP | 568,221 | $81.7M | 6.38% | −79,522−12.3% | Reduced |
| Axiom Investors LLC | 539,047 | $77.5M | 0.68% | +539,047 | New |
| Invesco Ltd. | 533,899 | $76.8M | 0.01% | +102,868+23.9% | Added |
| Standard Life Aberdeen plc | 526,199 | $75.6M | 0.12% | +2,374+0.5% | Added |
| Todd Asset Management LLC | 524,728 | $75.4M | 1.47% | −9,233−1.7% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 490,000 | $70.4M | 0.45% | 00.0% | Unchanged |
| Luxor Capital Group, LP | 486,100 | $69.9M | 10.41% | +192,349+65.5% | Added |
| Swiss National Bank | 481,600 | $69.2M | 0.04% | −28,600−5.6% | Reduced |
| Janney Montgomery Scott LLC | 476,044 | $68.4M | 0.16% | +7,343+1.6% | Added |
| Darsana Capital Partners LP | 475,000 | $68.3M | 1.36% | −250,000−34.5% | Reduced |
| Vanguard Group Inc | 456,993 | $65.7M | 0.00% | −4,254−0.9% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 405,254 | $58.3M | 0.09% | +95,540+30.8% | Added |
| Thrivent Financial for Lutherans | 380,353 | $54.7M | 0.10% | +750.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 376,159 | $54.1M | 0.03% | −31,612−7.8% | Reduced |
| Wells Fargo & Company | 364,877 | $52.5M | 0.01% | −20,975−5.4% | Reduced |
| Barclays PLC | 360,921 | $51.9M | 0.02% | +2,875+0.8% | Added |
| LSV Asset Management | 358,378 | $51.5M | 0.11% | +3,578+1.0% | Added |
| Sculptor Capital LP | 357,000 | $51.3M | 0.61% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 356,500 | $51.3M | 0.07% | +54,794+18.2% | Added |
| Canada Pension Plan Investment Board | 353,701 | $50.8M | 0.03% | +110,666+45.5% | Added |
| Bank of New York Mellon Corp | 337,378 | $48.5M | 0.01% | −30,080−8.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 327,670 | $47.1M | 0.35% | 00.0% | Unchanged |
| California Public Employees Retirement System | 312,232 | $44.9M | 0.03% | −17,258−5.2% | Reduced |
| Royal Bank of Canada | 306,958 | $44.1M | 0.01% | +7,759+2.6% | Added |
| Aristotle Capital Boston, LLC | 297,955 | $42.8M | 2.35% | −30,072−9.2% | Reduced |
| Schroder Investment Management Group | 274,898 | $39.6M | 0.03% | +253,899+1,209.1% | Added |
| Charles Schwab Investment Management Inc | 271,071 | $39.0M | 0.01% | +24,203+9.8% | Added |
| Balyasny Asset Management LLC | 269,731 | $38.8M | 0.07% | −115,488−30.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 266,337 | $38.3M | 0.09% | −18,136−6.4% | Reduced |
| ION Fund Management Ltd | 265,000 | $38.1M | 4.86% | +265,000 | New |
| Citadel Advisors LLC | 252,692 | $36.3M | 0.02% | +138,833+121.9% | Added |
| Mackenzie Financial Corp | 251,922 | $36.2M | 0.04% | +9,851+4.1% | Added |
| Millennium Management LLC | 246,014 | $35.4M | 0.03% | −115,517−32.0% | Reduced |
| Zurich Insurance Group Ltd | 243,957 | $35.1M | 0.24% | +49,958+25.8% | Added |
| Allianz Asset Management GmbH | 242,445 | $34.9M | 0.04% | −129,578−34.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 238,289 | $34.3M | 0.04% | +51,582+27.6% | Added |
| Wedge Capital Management L L P | 234,204 | $33.7M | 0.60% | −77,799−24.9% | Reduced |
| California State Teachers Retirement System | 230,520 | $33.1M | 0.03% | −13,142−5.4% | Reduced |
| Caisse de Depot Et Placement du Quebec | 227,100 | $32.6M | 0.06% | +227,100 | New |
| American Century Companies Inc | 225,174 | $32.4M | 0.02% | +50,927+29.2% | Added |