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 |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 108,052 | $15.5M | 0.01% | 00.0% | Unchanged |
| First Trust Advisors LP | 112,352 | $16.2M | 0.01% | +80,857+256.7% | Added |
| Bayberry Capital Partners LP | 112,600 | $16.2M | 5.21% | −17,200−13.3% | Reduced |
| Thornburg Investment Management Inc | 116,740 | $16.8M | 0.21% | +44,502+61.6% | Added |
| Engle Capital Management, L.P. | 120,000 | $17.3M | 6.66% | −2,257−1.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 122,736 | $17.6M | 0.03% | −13,256−9.7% | Reduced |
| Swedbank AB | 124,975 | $18.0M | 0.02% | −3,811−3.0% | Reduced |
| Meridian Wealth Management, LLC | 129,211 | $18.6M | 0.65% | −7,876−5.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 129,506 | $18.6M | 0.05% | −208,452−61.7% | Reduced |
| Intech Investment Management LLC | 133,720 | $19.2M | 0.17% | −76,531−36.4% | Reduced |
| The PNC Financial Services Group, Inc. | 134,805 | $19.4M | 0.01% | −7,728−5.4% | Reduced |
| Korea Investment CORP | 137,493 | $19.8M | 0.04% | −528−0.4% | Reduced |
| Citigroup Inc | 140,096 | $20.1M | 0.01% | −36,823−20.8% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 140,479 | $20.2M | 5.24% | +1,301+0.9% | Added |
| KLP Kapitalforvaltning AS | 142,300 | $20.5M | 0.08% | −27,500−16.2% | Reduced |
| Townsend & Associates, Inc | 144,427 | $20.7M | 1.85% | +1,696+1.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 144,356 | $20.8M | 0.04% | −6,587−4.4% | Reduced |
| Colony Group, LLC | 148,353 | $21.3M | 0.02% | +145,204+4,611.1% | Added |
| Bank of Montreal | 149,841 | $21.5M | 0.01% | −27,460−15.5% | Reduced |
| Woodson Capital Management, LP | 155,000 | $22.3M | 3.44% | +12,931+9.1% | Added |
| Pictet Asset Management Holding SA | 166,167 | $23.9M | 0.02% | +5,838+3.6% | Added |
| Arbejdsmarkedets Tillaegspension | 166,492 | $23.9M | 0.61% | +166,492 | New |
| SG Americas Securities, LLC | 166,950 | $24.0M | 0.03% | +59,331+55.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 175,986 | $25.5M | 0.02% | +10,447+6.3% | Added |
| Susquehanna Portfolio Strategies, LLC | 177,059 | $25.5M | 0.39% | 00.0% | Unchanged |
| Bruce & Co., Inc. | 183,500 | $26.4M | 8.18% | 00.0% | Unchanged |
| Aviva PLC | 185,542 | $26.7M | 0.04% | −1,200−0.6% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 189,430 | $27.2M | 1.13% | +7,660+4.2% | Added |
| Bruni J V & Co | 196,341 | $28.2M | 2.77% | +77,074+64.6% | Added |
| Scopia Capital Management LP | 198,548 | $28.5M | 6.04% | −76,145−27.7% | Reduced |
| VR Advisory Services Ltd | 200,000 | $28.8M | 4.55% | +90,000+81.8% | Added |
| Teacher Retirement System of Texas | 205,041 | $29.5M | 0.10% | +25,014+13.9% | Added |
| M3F, Inc. | 208,500 | $30.0M | 8.23% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 213,265 | $30.7M | 0.45% | −6,060−2.8% | Reduced |
| Storebrand Asset Management AS | 220,450 | $31.7M | 0.09% | +13,631+6.6% | Added |
| American Century Companies Inc | 225,174 | $32.4M | 0.02% | +50,927+29.2% | Added |
| Caisse de Depot Et Placement du Quebec | 227,100 | $32.6M | 0.06% | +227,100 | New |
| California State Teachers Retirement System | 230,520 | $33.1M | 0.03% | −13,142−5.4% | Reduced |
| Wedge Capital Management L L P | 234,204 | $33.7M | 0.60% | −77,799−24.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 238,289 | $34.3M | 0.04% | +51,582+27.6% | Added |
| Allianz Asset Management GmbH | 242,445 | $34.9M | 0.04% | −129,578−34.8% | Reduced |
| Zurich Insurance Group Ltd | 243,957 | $35.1M | 0.24% | +49,958+25.8% | Added |
| Millennium Management LLC | 246,014 | $35.4M | 0.03% | −115,517−32.0% | Reduced |
| Mackenzie Financial Corp | 251,922 | $36.2M | 0.04% | +9,851+4.1% | Added |
| Citadel Advisors LLC | 252,692 | $36.3M | 0.02% | +138,833+121.9% | Added |
| ION Fund Management Ltd | 265,000 | $38.1M | 4.86% | +265,000 | New |
| Mitsubishi UFJ Trust & Banking Corp | 266,337 | $38.3M | 0.09% | −18,136−6.4% | Reduced |
| Balyasny Asset Management LLC | 269,731 | $38.8M | 0.07% | −115,488−30.0% | Reduced |
| Charles Schwab Investment Management Inc | 271,071 | $39.0M | 0.01% | +24,203+9.8% | Added |
| Schroder Investment Management Group | 274,898 | $39.6M | 0.03% | +253,899+1,209.1% | Added |
| Aristotle Capital Boston, LLC | 297,955 | $42.8M | 2.35% | −30,072−9.2% | Reduced |
| Royal Bank of Canada | 306,958 | $44.1M | 0.01% | +7,759+2.6% | Added |
| California Public Employees Retirement System | 312,232 | $44.9M | 0.03% | −17,258−5.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 327,670 | $47.1M | 0.35% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 337,378 | $48.5M | 0.01% | −30,080−8.2% | Reduced |
| Canada Pension Plan Investment Board | 353,701 | $50.8M | 0.03% | +110,666+45.5% | Added |
| Natixis Advisors, L.P. | 356,500 | $51.3M | 0.07% | +54,794+18.2% | Added |
| Sculptor Capital LP | 357,000 | $51.3M | 0.61% | 00.0% | Unchanged |
| LSV Asset Management | 358,378 | $51.5M | 0.11% | +3,578+1.0% | Added |
| Barclays PLC | 360,921 | $51.9M | 0.02% | +2,875+0.8% | Added |
| Wells Fargo & Company | 364,877 | $52.5M | 0.01% | −20,975−5.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 376,159 | $54.1M | 0.03% | −31,612−7.8% | Reduced |
| Thrivent Financial for Lutherans | 380,353 | $54.7M | 0.10% | +750.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 405,254 | $58.3M | 0.09% | +95,540+30.8% | Added |
| Vanguard Group Inc | 456,993 | $65.7M | 0.00% | −4,254−0.9% | Reduced |
| Darsana Capital Partners LP | 475,000 | $68.3M | 1.36% | −250,000−34.5% | Reduced |
| Janney Montgomery Scott LLC | 476,044 | $68.4M | 0.16% | +7,343+1.6% | Added |
| Swiss National Bank | 481,600 | $69.2M | 0.04% | −28,600−5.6% | Reduced |
| Luxor Capital Group, LP | 486,100 | $69.9M | 10.41% | +192,349+65.5% | Added |
| Clal Insurance Enterprises Holdings Ltd | 490,000 | $70.4M | 0.45% | 00.0% | Unchanged |
| Todd Asset Management LLC | 524,728 | $75.4M | 1.47% | −9,233−1.7% | Reduced |
| Standard Life Aberdeen plc | 526,199 | $75.6M | 0.12% | +2,374+0.5% | Added |
| Invesco Ltd. | 533,899 | $76.8M | 0.01% | +102,868+23.9% | Added |
| Axiom Investors LLC | 539,047 | $77.5M | 0.68% | +539,047 | New |
| 140 Summer Partners LP | 568,221 | $81.7M | 6.38% | −79,522−12.3% | Reduced |
| Envestnet Asset Management Inc | 571,516 | $82.2M | 0.02% | −17,601−3.0% | Reduced |
| FMR LLC | 607,221 | $87.3M | 0.00% | −237,522−28.1% | Reduced |
| National Pension Service | 609,915 | $87.7M | 0.06% | −15,843−2.5% | Reduced |
| Nuveen, LLC | 613,314 | $88.2M | 0.02% | −6,356−1.0% | Reduced |
| Alyeska Investment Group, L.P. | 613,341 | $88.2M | 0.25% | −498,211−44.8% | Reduced |
| SEI Investments Co | 624,754 | $89.8M | 0.09% | +89,217+16.7% | Added |
| Avantyr Capital Partners, LP | 726,937 | $104.5M | 6.26% | +726,937 | New |
| Voloridge Investment Management, LLC | 737,659 | $106.0M | 0.37% | −127,513−14.7% | Reduced |
| Man Group plc | 741,996 | $106.7M | 0.20% | −764,875−50.8% | Reduced |
| Check Capital Management Inc | 827,362 | $118.9M | 7.11% | −4,375−0.5% | Reduced |
| Rockefeller Capital Management L.P. | 848,524 | $122.0M | 0.22% | −143,931−14.5% | Reduced |
| CapitalatWork S.A. | 862,217 | $124.0M | 3.78% | −176,282−17.0% | Reduced |
| Brandywine Global Investment Management, LLC | 873,309 | $125.5M | 0.84% | −288,780−24.9% | Reduced |
| Slate Path Capital LP | 938,144 | $134.9M | 1.82% | −83,500−8.2% | Reduced |
| KBC Group NV | 970,121 | $139.5M | 0.32% | −30,912−3.1% | Reduced |
| Russell Investments Group, Ltd. | 1,016,265 | $146.1M | 0.16% | −114,731−10.1% | Reduced |
| Cooke & Bieler LP | 1,044,083 | $150.1M | 1.57% | −1,257,050−54.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 1,057,084 | $152.0M | 2.56% | −238,041−18.4% | Reduced |
| Empyrean Capital Partners, LP | 1,100,000 | $158.1M | 5.51% | −400,000−26.7% | Reduced |
| Deutsche Bank AG | 1,119,889 | $161.0M | 0.05% | +22,938+2.1% | Added |
| MBB Public Markets I LLC | 1,133,357 | $162.9M | 17.02% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,156,810 | $166.3M | 0.04% | +11,116+1.0% | Added |
| UBS Group AG | 1,158,903 | $166.6M | 0.03% | +742,863+178.6% | Added |
| High Ground Investment Management LLP | 1,176,170 | $169.1M | 24.62% | +427,651+57.1% | Added |
| Dorsey Asset Management, LLCSuperinvestorDorsey Asset Management | 1,215,059 | $174.7M | 15.18% | −48,939−3.9% | Reduced |