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Willis Lease Finance Corp

WLFC
Exchange
Nasdaq
Industry
Wholesale-Machinery, Equipment & Supplies
SEC CIK
0001018164

In the last 90 days, Willis Lease Finance Corp insiders filed 1 open-market purchase and 9 sales; 175 institutions reported holding it in 13F filings for Q2 2026, worth $930.7M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Willis Lease Finance Corp as of Mar 31, 2021. 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
48
No complete 13F data for Q4 2020
Shares held
2.26M
No complete 13F data for Q4 2020
Total value
$98.0M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting WLFC 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.

Institutional holdersQ1 2021: 48 institutions
Q1 2021: 48 institutionsQ2 2021: 45 institutionsQ3 2021: 41 institutionsQ4 2021: 40 institutionsQ1 2022: 43 institutionsQ2 2022: 35 institutionsQ3 2022: 31 institutionsQ4 2022: 37 institutionsQ1 2023: 41 institutionsQ2 2023: 45 institutionsQ3 2023: 48 institutionsQ4 2023: 49 institutionsQ1 2024: 50 institutionsQ2 2024: 64 institutionsQ3 2024: 82 institutionsQ4 2024: 104 institutionsQ1 2025: 108 institutionsQ2 2025: 112 institutionsQ3 2025: 129 institutionsQ4 2025: 113 institutionsQ1 2026: 125 institutionsQ2 2026: 175 institutions
Value heldQ1 2021: $98.0M
Q1 2021: $98.0MQ2 2021: $97.9MQ3 2021: $77.8MQ4 2021: $77.5MQ1 2022: $68.9MQ2 2022: $78.7MQ3 2022: $68.1MQ4 2022: $122.0MQ1 2023: $116.2MQ2 2023: $86.9MQ3 2023: $94.7MQ4 2023: $110.7MQ1 2024: $111.7MQ2 2024: $166.0MQ3 2024: $366.6MQ4 2024: $573.6MQ1 2025: $442.4MQ2 2025: $471.8MQ3 2025: $453.6MQ4 2025: $445.5MQ1 2026: $555.7MQ2 2026: $930.7M
Institutions holding WLFC and their total value by quarter
QuarterHoldersValue
Q2 2026175$930.7M
Q1 2026125$555.7M
Q4 2025113$445.5M
Q3 2025129$453.6M
Q2 2025112$471.8M
Q1 2025108$442.4M
Q4 2024104$573.6M
Q3 202482$366.6M
Q2 202464$166.0M
Q1 202450$111.7M
Q4 202349$110.7M
Q3 202348$94.7M
Q2 202345$86.9M
Q1 202341$116.2M
Q4 202237$122.0M
Q3 202231$68.1M
Q2 202235$78.7M
Q1 202243$68.9M
Q4 202140$77.5M
Q3 202141$77.8M
Q2 202145$97.9M
Q1 202148$98.0M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Willis Lease Finance Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding WLFC in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Dimensional Fund Advisors LP504,169$22.0M0.01%––
Renaissance Technologies LLC380,287$16.5M0.02%––
M3F, Inc.341,849$14.9M6.02%––
BlackRock Inc.205,301$8.92M0.00%––
Philadelphia Financial Management of San Francisco, LLC130,916$5.69M1.72%––
Vanguard Group Inc85,457$3.71M0.00%––
Bridgeway Capital Management, LLC76,934$3.34M0.06%––
Bank of America Corp59,888$2.60M0.00%––
Geode Capital Management, LLC54,678$2.38M0.00%––
LSV Asset Management50,796$2.21M0.00%––
State Street Corp46,172$2.01M0.00%––
RBF Capital, LLC44,129$1.92M0.12%––
Eaton Vance Management37,245$1.62M0.00%––
Northern Trust Corp35,816$1.56M0.00%––
Bank of New York Mellon Corp29,839$1.30M0.00%––
Royal Bank of Canada20,376$886.0K0.00%––
Connor, Clark & Lunn Investment Management Ltd.19,549$850.0K0.00%––
Maltese Capital Management LLC13,083$569.0K0.07%––
Arrowstreet Capital, Limited Partnership12,786$556.0K0.00%––
New York State Common Retirement Fund11,480$499.0K0.00%––
Nuveen Asset Management, LLC10,743$467.0K0.00%––
Russell Investments Group, Ltd.10,710$465.0K0.00%––
JPMorgan Chase & Co9,975$434.0K0.00%––
Charles Schwab Investment Management Inc7,189$313.0K0.00%––
FMR LLC6,000$261.0K0.00%––
Price T Rowe Associates Inc5,925$258.0K0.00%––
California Public Employees Retirement System5,478$238.0K0.00%––
Brown Advisory Inc5,000$217.0K0.00%––
Rhumbline Advisers4,787$208.0K0.00%––
California State Teachers Retirement System4,423$192.0K0.00%––
Wells Fargo & Company3,508$153.0K0.00%––
Denali Advisors LLC3,170$138.0K0.04%––
Barclays PLC2,452$106.0K0.00%––
Panagora Asset Management Inc2,233$97.0K0.00%––
Deutsche Bank AG1,930$84.0K0.00%––
American International Group, Inc.1,709$74.0K0.00%––
BNP Paribas Arbitrage, SA1,688$73.4K0.00%––
UBS Group AG1,626$71.0K0.00%––
Earnest Partners LLC1,000$43.0K0.00%––
US Bancorp650$28.0K0.00%––
Tower Research Capital LLC (TRC)627$27.0K0.00%––
Ameritas Investment Partners, Inc.332$14.0K0.00%––
Legal & General Group Plc236$10.0K0.00%––
Citigroup Inc195$8.00K0.00%––
Morgan Stanley84$4.00K0.00%––
Bank of Montreal85$4.00K0.00%––
O'Shaughnessy Asset Management, LLC50$2.00K0.00%––
Tredje AP-fonden9,407––––