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 2026
Institutional positions in Willis Lease Finance Corp as of Mar 31, 2026. 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
- 125
- +14 vs. Q4 2025
- Shares held
- 3.26M
- +134.5K (+4.3%) vs. Q4 2025
- Total value
- $555.7M
- +$131.2M (+30.9%) vs. Q4 2025
- New holders
- 28
- 45 more added
- Sold out
- 14
- 33 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 175 | $930.7M |
| Q1 2026 | 125 | $555.7M |
| Q4 2025 | 113 | $445.5M |
| Q3 2025 | 129 | $453.6M |
| Q2 2025 | 112 | $471.8M |
| Q1 2025 | 108 | $442.4M |
| Q4 2024 | 104 | $573.6M |
| Q3 2024 | 82 | $366.6M |
| Q2 2024 | 64 | $166.0M |
| Q1 2024 | 50 | $111.7M |
| Q4 2023 | 49 | $110.7M |
| Q3 2023 | 48 | $94.7M |
| Q2 2023 | 45 | $86.9M |
| Q1 2023 | 41 | $116.2M |
| Q4 2022 | 37 | $122.0M |
| Q3 2022 | 31 | $68.1M |
| Q2 2022 | 35 | $78.7M |
| Q1 2022 | 43 | $68.9M |
| Q4 2021 | 40 | $77.5M |
| Q3 2021 | 41 | $77.8M |
| Q2 2021 | 45 | $97.9M |
| Q1 2021 | 48 | $98.0M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Willis Lease Finance Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| M3F, Inc. | 677,248 | $115.3M | 28.58% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 530,903 | $90.4M | 0.02% | −1,138−0.2% | Reduced |
| BlackRock, Inc. | 214,442 | $36.5M | 0.00% | −9,111−4.1% | Reduced |
| Renaissance Technologies LLC | 197,820 | $33.7M | 0.05% | −4,777−2.4% | Reduced |
| Two Sigma Investments, LP | 166,311 | $28.3M | 0.02% | +79,779+92.2% | Added |
| Vanguard Capital Management LLC | 112,127 | $19.1M | 0.00% | +112,127 | New |
| RBF Capital, LLC | 107,711 | $18.3M | 0.90% | 00.0% | Unchanged |
| Four Tree Island Advisory LLC | 105,421 | $17.9M | 9.06% | +3,162+3.1% | Added |
| Geode Capital Management, LLC | 76,311 | $13.0M | 0.00% | +2,859+3.9% | Added |
| State Street Corp | 66,593 | $11.3M | 0.00% | +1,821+2.8% | Added |
| Bank of America Corp | 53,508 | $9.11M | 0.00% | +13,731+34.5% | Added |
| Bridgeway Capital Management, LLC | 49,274 | $8.39M | 0.17% | 00.0% | Unchanged |
| Morgan Stanley | 48,239 | $8.21M | 0.00% | +1,420+3.0% | Added |
| Pekin Hardy Strauss, Inc. | 44,978 | $7.66M | 0.80% | +7,826+21.1% | Added |
| Denali Advisors LLC | 40,952 | $6.97M | 0.77% | +7,500+22.4% | Added |
| Buckley Capital Advisors, LLC | 39,236 | $6.68M | 5.66% | −47,274−54.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 38,438 | $6.54M | 0.01% | +16,633+76.3% | Added |
| UBS Group AG | 37,075 | $6.31M | 0.00% | −22,746−38.0% | Reduced |
| First Trust Advisors LP | 36,229 | $6.17M | 0.00% | +17,484+93.3% | Added |
| Bank of New York Mellon Corp | 34,156 | $5.82M | 0.00% | +82+0.2% | Added |
| Northern Trust Corp | 32,153 | $5.47M | 0.00% | +1,204+3.9% | Added |
| LSV Asset Management | 31,937 | $5.44M | 0.01% | +21,157+196.3% | Added |
| BNP Paribas Arbitrage, SA | 30,485 | $5.19M | 0.00% | −1,312−4.1% | Reduced |
| Empowered Funds, LLC | 27,753 | $4.73M | 0.03% | +27,753 | New |
| Charles Schwab Investment Management Inc | 24,960 | $4.25M | 0.00% | +648+2.7% | Added |
| Palisades Investment Partners, LLC | 22,339 | $3.80M | 1.49% | +1,151+5.4% | Added |
| Millennium Management LLC | 22,172 | $3.78M | 0.00% | −11,939−35.0% | Reduced |
| Vanguard Portfolio Management LLC | 22,041 | $3.75M | 0.00% | +22,041 | New |
| New York State Common Retirement Fund | 20,205 | $3.44M | 0.00% | +600+3.1% | Added |
| Vanguard Fiduciary Trust Co | 19,672 | $3.35M | 0.00% | +19,672 | New |
| Corsair Capital Management, L.P. | 18,002 | $3.07M | 0.46% | +6,000+50.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 17,735 | $3.02M | 0.01% | 00.0% | Unchanged |
| US Bancorp | 17,432 | $2.97M | 0.00% | +20.0% | Added |
| Goldman Sachs Group Inc | 14,389 | $2.45M | 0.00% | −18,154−55.8% | Reduced |
| Knights of Columbus Asset Advisors LLC | 14,095 | $2.40M | 0.14% | −70.0% | Reduced |
| ExodusPoint Capital Management, LP | 13,891 | $2.37M | 0.02% | +2,567+22.7% | Added |
| Latash Investments, LLC | 13,500 | $2.30M | 1.78% | 00.0% | Unchanged |
| Shikiar Asset Management Inc | 12,470 | $2.12M | 0.61% | +12,470 | New |
| Qube Research & Technologies Ltd | 12,322 | $2.10M | 0.00% | +6,031+95.9% | Added |
| Jump Financial, LLC | 10,868 | $1.85M | 0.03% | −4,632−29.9% | Reduced |
| Maltese Capital Management LLC | 10,083 | $1.72M | 0.34% | 00.0% | Unchanged |
| Raymond James Financial Inc | 9,258 | $1.58M | 0.00% | +6,312+214.3% | Added |
| Franklin Resources Inc | 8,946 | $1.52M | 0.00% | +7,098+384.1% | Added |
| Wedbush Securities Inc | 8,685 | $1.48M | 0.04% | −200−2.3% | Reduced |
| Waterloo Capital, L.P. | 7,589 | $1.29M | 0.09% | +7,589 | New |
| Rhumbline Advisers | 6,806 | $1.16M | 0.00% | −200−2.9% | Reduced |
| Ameriprise Financial Inc | 6,681 | $1.14M | 0.00% | +6,681 | New |
| Citadel Advisors LLC | 6,211 | $1.06M | 0.00% | +3,787+156.2% | Added |
| Swiss National Bank | 6,000 | $1.02M | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 5,747 | $978.5K | 0.02% | −6,295−52.3% | Reduced |
| Jane Street Group, LLC | 5,716 | $973.2K | 0.00% | −16,899−74.7% | Reduced |
| Invesco Ltd. | 5,519 | $939.7K | 0.00% | +320+6.2% | Added |
| American Century Companies Inc | 5,284 | $899.7K | 0.00% | −1,121−17.5% | Reduced |
| Jennison Associates LLC | 5,039 | $857.9K | 0.00% | −114−2.2% | Reduced |
| PDT Partners, LLC | 5,000 | $851.3K | 0.05% | +200+4.2% | Added |
| Bank of Montreal | 4,357 | $741.8K | 0.00% | +4,357 | New |
| Nuveen, LLC | 3,907 | $665.2K | 0.00% | −354−8.3% | Reduced |
| XTX Topco Ltd | 3,787 | $644.8K | 0.01% | +1,175+45.0% | Added |
| Diametric Capital, LP | 3,527 | $600.5K | 0.16% | −1,495−29.8% | Reduced |
| UBS Asset Management Americas Inc | 3,388 | $576.8K | 0.00% | −527−13.5% | Reduced |
| Lazard Asset Management LLC | 3,260 | $555.0K | 0.00% | +920+39.3% | Added |
| VARCOV Co. | 3,192 | $543.5K | 0.20% | +3,192 | New |
| Wells Fargo & Company | 3,158 | $537.7K | 0.00% | −2,086−39.8% | Reduced |
| Carlson Capital L P | 3,100 | $527.8K | 0.21% | +3,100 | New |
| Creative Planning | 3,049 | $519.1K | 0.00% | +546+21.8% | Added |
| Price T Rowe Associates Inc | 3,017 | $514.0K | 0.00% | +159+5.6% | Added |
| Virtu Financial LLC | 2,764 | $471.0K | 0.02% | +2,764 | New |
| California State Teachers Retirement System | 2,701 | $459.9K | 0.00% | −21−0.8% | Reduced |
| Deutsche Bank AG | 2,417 | $411.5K | 0.00% | +273+12.7% | Added |
| AQR Capital Management LLC | 2,398 | $408.3K | 0.00% | +827+52.6% | Added |
| Legal & General Group Plc | 2,382 | $405.6K | 0.00% | −245−9.3% | Reduced |
| FMR LLC | 2,369 | $403.3K | 0.00% | +113+5.0% | Added |
| Susquehanna International Group, LLP | 2,069 | $352.3K | 0.00% | +2,069 | New |
| Harbor Advisors LLC | 2,000 | $340.5K | 0.05% | +2,000 | New |
| Vanguard Asset Management, Ltd | 1,819 | $309.7K | 0.00% | +1,819 | New |
| Quantinno Capital Management LP | 1,718 | $292.5K | 0.00% | +1,718 | New |
| MetLife Investment Management | 1,605 | $273.3K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 2,000 | $271.3K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 1,500 | $255.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 1,493 | $254.2K | 0.00% | −6−0.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,403 | $238.9K | 0.00% | −300−17.6% | Reduced |
| JPMorgan Chase & Co | 1,452 | $236.6K | 0.00% | +24+1.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,321 | $224.9K | 0.00% | +20+1.5% | Added |
| Vanguard Global Advisers, LLC | 1,305 | $222.2K | 0.00% | +1,305 | New |
| Cetera Investment Advisers | 1,293 | $220.1K | 0.00% | +1,293 | New |
| Lakewood Asset Management LLC | 1,268 | $215.9K | 0.14% | +1,268 | New |
| Royal Bank of Canada | 1,200 | $204.0K | 0.00% | −80−6.3% | Reduced |
| Skopos Labs, Inc. | 1,184 | $201.6K | 0.01% | +1,184 | New |
| Cambridge Investment Research Advisors, Inc. | 1,177 | $200.0K | 0.00% | +1,177 | New |
| State of Alaska, Department of Revenue | 982 | $167.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 841 | $143.2K | 0.00% | −16−1.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 832 | $141.7K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 730 | $124.3K | 0.00% | +730 | New |
| KLP Kapitalforvaltning AS | 700 | $119.2K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 685 | $116.6K | 0.00% | +685 | New |
| Barclays PLC | 521 | $88.7K | 0.00% | −4,911−90.4% | Reduced |
| SRS Capital Advisors, Inc. | 352 | $59.9K | 0.00% | −37−9.5% | Reduced |
| Citigroup Inc | 297 | $50.6K | 0.00% | −168−36.1% | Reduced |
| Tower Research Capital LLC (TRC) | 273 | $46.5K | 0.00% | +71+35.1% | Added |
| Smartleaf Asset Management LLC | 266 | $43.4K | 0.00% | −69−20.6% | Reduced |