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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, Q4 2024

Institutional positions in Willis Lease Finance Corp as of Dec 31, 2024. 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
104
+22 vs. Q3 2024
Shares held
2.76M
+299.5K (+12.2%) vs. Q3 2024
Total value
$573.6M
+$207.0M (+56.5%) vs. Q3 2024
New holders
33
34 more added
Sold out
11
26 more reduced

Compare with Q3 2024: new holders, sold out and not filed yet

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 holdersQ4 2024: 104 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 heldQ4 2024: $573.6M
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, Q4 2024

Shares, value and share of portfolio for each institution holding Willis Lease Finance Corp; share changes are against Q3 2024.

Institutions holding WLFC in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.198,349$41.2M0.00%+8,792+4.6%Added
Renaissance Technologies LLC237,897$49.4M0.07%−6,100−2.5%Reduced
M3F, Inc.504,229$104.7M30.25%−65,000−11.4%Reduced
Dimensional Fund Advisors LP511,472$106.2M0.03%+17,500+3.5%Added
Arrowstreet Capital, Limited Partnership0$00.00%−16,206−100.0%Sold out
Marex Group plc0$00.00%−7,035−100.0%Sold out
Millennium Management LLC0$00.00%−4,882−100.0%Sold out
Jane Street Group, LLC0$00.00%−3,571−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−2,638−100.0%Sold out
Hillsdale Investment Management Inc.0$00.00%−2,400−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−2,120−100.0%Sold out
Mariner, LLC0$00.00%−1,769−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−1,447−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−1,400−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−24−100.0%Sold out