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 |
|---|---|---|---|---|---|
| Storebrand Asset Management AS | 220,450 | $31.7M | 0.09% | +13,631+6.6% | Added |
| Tocqueville Asset Management L.P. | 213,265 | $30.7M | 0.45% | −6,060−2.8% | Reduced |
| M3F, Inc. | 208,500 | $30.0M | 8.23% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 205,041 | $29.5M | 0.10% | +25,014+13.9% | Added |
| VR Advisory Services Ltd | 200,000 | $28.8M | 4.55% | +90,000+81.8% | Added |
| Scopia Capital Management LP | 198,548 | $28.5M | 6.04% | −76,145−27.7% | Reduced |
| Bruni J V & Co | 196,341 | $28.2M | 2.77% | +77,074+64.6% | Added |
| Nippon Life Global Investors Americas, Inc. | 189,430 | $27.2M | 1.13% | +7,660+4.2% | Added |
| Aviva PLC | 185,542 | $26.7M | 0.04% | −1,200−0.6% | Reduced |
| Bruce & Co., Inc. | 183,500 | $26.4M | 8.18% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 177,059 | $25.5M | 0.39% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 175,986 | $25.5M | 0.02% | +10,447+6.3% | Added |
| SG Americas Securities, LLC | 166,950 | $24.0M | 0.03% | +59,331+55.1% | Added |
| Arbejdsmarkedets Tillaegspension | 166,492 | $23.9M | 0.61% | +166,492 | New |
| Pictet Asset Management Holding SA | 166,167 | $23.9M | 0.02% | +5,838+3.6% | Added |
| Woodson Capital Management, LP | 155,000 | $22.3M | 3.44% | +12,931+9.1% | Added |
| Bank of Montreal | 149,841 | $21.5M | 0.01% | −27,460−15.5% | Reduced |
| Colony Group, LLC | 148,353 | $21.3M | 0.02% | +145,204+4,611.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 144,356 | $20.8M | 0.04% | −6,587−4.4% | Reduced |
| Townsend & Associates, Inc | 144,427 | $20.7M | 1.85% | +1,696+1.2% | Added |
| KLP Kapitalforvaltning AS | 142,300 | $20.5M | 0.08% | −27,500−16.2% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 140,479 | $20.2M | 5.24% | +1,301+0.9% | Added |
| Citigroup Inc | 140,096 | $20.1M | 0.01% | −36,823−20.8% | Reduced |
| Korea Investment CORP | 137,493 | $19.8M | 0.04% | −528−0.4% | Reduced |
| The PNC Financial Services Group, Inc. | 134,805 | $19.4M | 0.01% | −7,728−5.4% | Reduced |
| Intech Investment Management LLC | 133,720 | $19.2M | 0.17% | −76,531−36.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 129,506 | $18.6M | 0.05% | −208,452−61.7% | Reduced |
| Meridian Wealth Management, LLC | 129,211 | $18.6M | 0.65% | −7,876−5.7% | Reduced |
| Swedbank AB | 124,975 | $18.0M | 0.02% | −3,811−3.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 122,736 | $17.6M | 0.03% | −13,256−9.7% | Reduced |
| Engle Capital Management, L.P. | 120,000 | $17.3M | 6.66% | −2,257−1.8% | Reduced |
| Thornburg Investment Management Inc | 116,740 | $16.8M | 0.21% | +44,502+61.6% | Added |
| Bayberry Capital Partners LP | 112,600 | $16.2M | 5.21% | −17,200−13.3% | Reduced |
| First Trust Advisors LP | 112,352 | $16.2M | 0.01% | +80,857+256.7% | Added |
| Janus Henderson Group PLC | 108,052 | $15.5M | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 107,866 | $15.5M | 0.03% | +26,473+32.5% | Added |
| Danske Bank A/S | 107,500 | $15.5M | 0.04% | +4,135+4.0% | Added |
| BNP Paribas Arbitrage, SA | 107,487 | $15.5M | 0.01% | −283,389−72.5% | Reduced |
| Victory Capital Management Inc | 107,434 | $15.4M | 0.01% | −5,252−4.7% | Reduced |
| Robotti Robert | 106,924 | $15.4M | 2.76% | +464+0.4% | Added |
| Daiwa Securities Group Inc. | 105,103 | $15.1M | 0.05% | −9,182−8.0% | Reduced |
| Cander Asset Management LP | 103,921 | $14.9M | 2.76% | +103,921 | New |
| Toroso Investments, LLC | 102,717 | $14.8M | 0.06% | −3,492−3.3% | Reduced |
| Four Tree Island Advisory LLC | 110,338 | $14.5M | 7.98% | +10,688+10.7% | Added |
| Steamboat Capital Partners, LLC | 100,069 | $14.4M | 3.95% | −10,641−9.6% | Reduced |
| Henry James International Management, Inc. | 99,722 | $14.3M | 4.52% | −6,428−6.1% | Reduced |
| Sienna Gestion | 99,498 | $14.3M | 0.87% | +99,498 | New |
| Jump Financial, LLC | 98,400 | $14.1M | 0.18% | −182,346−65.0% | Reduced |
| HSBC Holdings PLC | 98,069 | $14.1M | 0.01% | −99,330−50.3% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 93,295 | $13.4M | 0.76% | +4,132+4.6% | Added |
| Hallstatt Advisors L.P. | 93,245 | $13.4M | 9.99% | +93,245 | New |
| Public Sector Pension Investment Board | 91,861 | $13.2M | 0.04% | −14,300−13.5% | Reduced |
| Cerity Partners LLC | 90,745 | $13.0M | 0.02% | +2,384+2.7% | Added |
| Ilmarinen Mutual Pension Insurance Co | 89,000 | $12.8M | 0.10% | 00.0% | Unchanged |
| Empowered Funds, LLC | 86,881 | $12.5M | 0.21% | +82,753+2,004.7% | Added |
| AQR Capital Management LLC | 83,950 | $12.1M | 0.01% | +18,948+29.1% | Added |
| Heritage Investors Management Corp | 81,772 | $11.8M | 0.34% | −1,939−2.3% | Reduced |
| Illinois Municipal Retirement Fund | 81,408 | $11.7M | 0.15% | +3,517+4.5% | Added |
| State of New Jersey Common Pension Fund D | 80,759 | $11.6M | 0.04% | −200−0.2% | Reduced |
| Kize Capital LP | 78,730 | $11.3M | 13.35% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 78,633 | $11.3M | 0.02% | +9,893+14.4% | Added |
| HRT Financial LP | 78,433 | $11.3M | 0.04% | −26,146−25.0% | Reduced |
| Mutual of America Capital Management LLC | 78,190 | $11.2M | 0.12% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 78,179 | $11.2M | 0.06% | −73,414−48.4% | Reduced |
| LGT Fund Management Co Ltd. | 75,904 | $10.9M | 0.86% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 75,768 | $10.9M | 0.29% | −4,631−5.8% | Reduced |
| Harvest Investment Services, LLC | 74,882 | $10.8M | 2.03% | +74,882 | New |
| First Manhattan Co | 74,522 | $10.7M | 0.03% | +220.0% | Added |
| Tran Capital Management, L.P. | 74,360 | $10.7M | 1.28% | −1,075−1.4% | Reduced |
| LPL Financial LLC | 74,091 | $10.7M | 0.00% | +6,222+9.2% | Added |
| Public Employees Retirement System of Ohio | 71,344 | $10.3M | 0.03% | −106−0.1% | Reduced |
| DekaBank Deutsche Girozentrale | 107,117 | $10.0M | 0.02% | 00.0% | Unchanged |
| Lansforsakringar Fondforvaltning AB (publ) | 69,038 | $9.92M | 0.05% | −1,197−1.7% | Reduced |
| English Capital Management LLC | 68,933 | $9.91M | 6.19% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 67,155 | $9.65M | 0.89% | −28,418−29.7% | Reduced |
| TD Asset Management Inc | 67,063 | $9.64M | 0.01% | +370+0.6% | Added |
| Prudential PLC | 66,367 | $9.54M | 0.08% | +1,135+1.7% | Added |
| iA Global Asset Management Inc. | 65,820 | $9.46M | 0.12% | +65,820 | New |
| Asset Management One Co.,Ltd. | 65,730 | $9.46M | 0.03% | −3,469−5.0% | Reduced |
| Manufacturers Life Insurance Company, The | 65,474 | $9.41M | 0.01% | −1,192−1.8% | Reduced |
| Verition Fund Management LLC | 64,464 | $9.27M | 0.05% | +55,670+633.0% | Added |
| MML Investors Services, LLC | 62,357 | $8.96M | 0.02% | +1,723+2.8% | Added |
| ExodusPoint Capital Management, LP | 61,765 | $8.88M | 0.10% | −23,718−27.7% | Reduced |
| State of Wisconsin Investment Board | 61,679 | $8.87M | 0.02% | −3,800−5.8% | Reduced |
| Glenmede Trust Co NA | 61,418 | $8.83M | 0.04% | +61,418 | New |
| Leeward Investments, LLC - MA | 61,336 | $8.82M | 0.45% | −3,260−5.0% | Reduced |
| Osmosis Investment Management UK Ltd | 60,108 | $8.64M | 0.22% | +60,108 | New |
| Qsemble Capital Management, LP | 58,817 | $8.46M | 0.70% | −4,782−7.5% | Reduced |
| Stifel Financial Corp | 58,435 | $8.40M | 0.01% | −1,589−2.6% | Reduced |
| Renaissance Group LLC | 57,796 | $8.31M | 0.33% | −4,330−7.0% | Reduced |
| Nomura Asset Management Co Ltd | 56,378 | $8.10M | 0.02% | −260−0.5% | Reduced |
| Retirement Systems of Alabama | 54,100 | $7.78M | 0.03% | 00.0% | Unchanged |
| GCM Grosvenor Holdings, LLC | 53,705 | $7.72M | 1.10% | −1,507−2.7% | Reduced |
| DnB Asset Management AS | 51,580 | $7.42M | 0.03% | +811+1.6% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 50,657 | $7.28M | 0.02% | −28,756−36.2% | Reduced |
| IMC-Chicago, LLC | 50,507 | $7.26M | 0.13% | +18,609+58.3% | Added |
| Truist Financial Corp | 48,578 | $6.98M | 0.01% | +1,457+3.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 47,941 | $6.89M | 0.01% | −127,059−72.6% | Reduced |
| Trexquant Investment LP | 47,660 | $6.85M | 0.06% | −57,643−54.7% | Reduced |
| Resona Asset Management Co.,Ltd. | 45,892 | $6.60M | 0.03% | −1,048−2.2% | Reduced |