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 |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 1 | $170 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1 | $170 | 0.00% | +1 | New |
| MAI Capital Management | 1 | $171 | 0.00% | +1 | New |
| Root Financial Partners, LLC | 5 | $851 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 5 | $1.00K | 0.00% | −1−16.7% | Reduced |
| Quadrant Capital Group LLC | 6 | $1.02K | 0.00% | +1+20.0% | Added |
| Allworth Financial LP | 6 | $1.02K | 0.00% | +3+100.0% | Added |
| EverSource Wealth Advisors, LLC | 10 | $1.70K | 0.00% | +1+11.1% | Added |
| Parallel Advisors, LLC | 10 | $1.70K | 0.00% | +10 | New |
| Bessemer Group Inc | 10 | $2.00K | 0.00% | +10 | New |
| Stone House Investment Management, LLC | 12 | $2.04K | 0.00% | +6+100.0% | Added |
| Northwestern Mutual Wealth Management Co | 14 | $2.38K | 0.00% | +14 | New |
| Optiver Holding B.V. | 16 | $2.72K | 0.00% | −8−33.3% | Reduced |
| The PNC Financial Services Group, Inc. | 26 | $4.43K | 0.00% | +1+4.0% | Added |
| CWM, LLC | 69 | $11.7K | 0.00% | +8+13.1% | Added |
| Jones Financial Companies LLLP | 70 | $11.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 70 | $11.9K | 0.00% | +11+18.6% | Added |
| Harbour Investments, Inc. | 70 | $11.9K | 0.00% | +70 | New |
| Eastern Bank | 81 | $13.8K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 86 | $14.6K | 0.00% | −62−41.9% | Reduced |
| Farther Finance Advisors, LLC | 90 | $15.8K | 0.00% | +1+1.1% | Added |
| Harbor Capital Advisors, Inc. | 102 | $17.0K | 0.00% | +66+183.3% | Added |
| Nisa Investment Advisors, LLC | 154 | $26.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 238 | $40.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 245 | $41.7K | 0.00% | +27+12.4% | Added |
| Smartleaf Asset Management LLC | 266 | $43.4K | 0.00% | −69−20.6% | Reduced |
| Tower Research Capital LLC (TRC) | 273 | $46.5K | 0.00% | +71+35.1% | Added |
| Citigroup Inc | 297 | $50.6K | 0.00% | −168−36.1% | Reduced |
| SRS Capital Advisors, Inc. | 352 | $59.9K | 0.00% | −37−9.5% | Reduced |
| Barclays PLC | 521 | $88.7K | 0.00% | −4,911−90.4% | Reduced |
| Aquatic Capital Management LLC | 685 | $116.6K | 0.00% | +685 | New |
| KLP Kapitalforvaltning AS | 700 | $119.2K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 730 | $124.3K | 0.00% | +730 | New |
| Police & Firemen's Retirement System of New Jersey | 832 | $141.7K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 841 | $143.2K | 0.00% | −16−1.9% | Reduced |
| State of Alaska, Department of Revenue | 982 | $167.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 1,177 | $200.0K | 0.00% | +1,177 | New |
| Skopos Labs, Inc. | 1,184 | $201.6K | 0.01% | +1,184 | New |
| Royal Bank of Canada | 1,200 | $204.0K | 0.00% | −80−6.3% | Reduced |
| Lakewood Asset Management LLC | 1,268 | $215.9K | 0.14% | +1,268 | New |
| Cetera Investment Advisers | 1,293 | $220.1K | 0.00% | +1,293 | New |
| Vanguard Global Advisers, LLC | 1,305 | $222.2K | 0.00% | +1,305 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 1,321 | $224.9K | 0.00% | +20+1.5% | Added |
| JPMorgan Chase & Co | 1,452 | $236.6K | 0.00% | +24+1.7% | Added |
| O'Shaughnessy Asset Management, LLC | 1,403 | $238.9K | 0.00% | −300−17.6% | Reduced |
| Manufacturers Life Insurance Company, The | 1,493 | $254.2K | 0.00% | −6−0.4% | Reduced |
| Janus Henderson Group PLC | 1,500 | $255.0K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 2,000 | $271.3K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 1,605 | $273.3K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 1,718 | $292.5K | 0.00% | +1,718 | New |
| Vanguard Asset Management, Ltd | 1,819 | $309.7K | 0.00% | +1,819 | New |
| Harbor Advisors LLC | 2,000 | $340.5K | 0.05% | +2,000 | New |
| Susquehanna International Group, LLP | 2,069 | $352.3K | 0.00% | +2,069 | New |
| FMR LLC | 2,369 | $403.3K | 0.00% | +113+5.0% | Added |
| Legal & General Group Plc | 2,382 | $405.6K | 0.00% | −245−9.3% | Reduced |
| AQR Capital Management LLC | 2,398 | $408.3K | 0.00% | +827+52.6% | Added |
| Deutsche Bank AG | 2,417 | $411.5K | 0.00% | +273+12.7% | Added |
| California State Teachers Retirement System | 2,701 | $459.9K | 0.00% | −21−0.8% | Reduced |
| Virtu Financial LLC | 2,764 | $471.0K | 0.02% | +2,764 | New |
| Price T Rowe Associates Inc | 3,017 | $514.0K | 0.00% | +159+5.6% | Added |
| Creative Planning | 3,049 | $519.1K | 0.00% | +546+21.8% | Added |
| Carlson Capital L P | 3,100 | $527.8K | 0.21% | +3,100 | New |
| Wells Fargo & Company | 3,158 | $537.7K | 0.00% | −2,086−39.8% | Reduced |
| VARCOV Co. | 3,192 | $543.5K | 0.20% | +3,192 | New |
| Lazard Asset Management LLC | 3,260 | $555.0K | 0.00% | +920+39.3% | Added |
| UBS Asset Management Americas Inc | 3,388 | $576.8K | 0.00% | −527−13.5% | Reduced |
| Diametric Capital, LP | 3,527 | $600.5K | 0.16% | −1,495−29.8% | Reduced |
| XTX Topco Ltd | 3,787 | $644.8K | 0.01% | +1,175+45.0% | Added |
| Nuveen, LLC | 3,907 | $665.2K | 0.00% | −354−8.3% | Reduced |
| Bank of Montreal | 4,357 | $741.8K | 0.00% | +4,357 | New |
| PDT Partners, LLC | 5,000 | $851.3K | 0.05% | +200+4.2% | Added |
| Jennison Associates LLC | 5,039 | $857.9K | 0.00% | −114−2.2% | Reduced |
| American Century Companies Inc | 5,284 | $899.7K | 0.00% | −1,121−17.5% | Reduced |
| Invesco Ltd. | 5,519 | $939.7K | 0.00% | +320+6.2% | Added |
| Jane Street Group, LLC | 5,716 | $973.2K | 0.00% | −16,899−74.7% | Reduced |
| Boothbay Fund Management, LLC | 5,747 | $978.5K | 0.02% | −6,295−52.3% | Reduced |
| Swiss National Bank | 6,000 | $1.02M | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 6,211 | $1.06M | 0.00% | +3,787+156.2% | Added |
| Ameriprise Financial Inc | 6,681 | $1.14M | 0.00% | +6,681 | New |
| Rhumbline Advisers | 6,806 | $1.16M | 0.00% | −200−2.9% | Reduced |
| Waterloo Capital, L.P. | 7,589 | $1.29M | 0.09% | +7,589 | New |
| Wedbush Securities Inc | 8,685 | $1.48M | 0.04% | −200−2.3% | Reduced |
| Franklin Resources Inc | 8,946 | $1.52M | 0.00% | +7,098+384.1% | Added |
| Raymond James Financial Inc | 9,258 | $1.58M | 0.00% | +6,312+214.3% | Added |
| Maltese Capital Management LLC | 10,083 | $1.72M | 0.34% | 00.0% | Unchanged |
| Jump Financial, LLC | 10,868 | $1.85M | 0.03% | −4,632−29.9% | Reduced |
| Qube Research & Technologies Ltd | 12,322 | $2.10M | 0.00% | +6,031+95.9% | Added |
| Shikiar Asset Management Inc | 12,470 | $2.12M | 0.61% | +12,470 | New |
| Latash Investments, LLC | 13,500 | $2.30M | 1.78% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 13,891 | $2.37M | 0.02% | +2,567+22.7% | Added |
| Knights of Columbus Asset Advisors LLC | 14,095 | $2.40M | 0.14% | −70.0% | Reduced |
| Goldman Sachs Group Inc | 14,389 | $2.45M | 0.00% | −18,154−55.8% | Reduced |
| US Bancorp | 17,432 | $2.97M | 0.00% | +20.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 17,735 | $3.02M | 0.01% | 00.0% | Unchanged |
| Corsair Capital Management, L.P. | 18,002 | $3.07M | 0.46% | +6,000+50.0% | Added |
| Vanguard Fiduciary Trust Co | 19,672 | $3.35M | 0.00% | +19,672 | New |
| New York State Common Retirement Fund | 20,205 | $3.44M | 0.00% | +600+3.1% | Added |
| Vanguard Portfolio Management LLC | 22,041 | $3.75M | 0.00% | +22,041 | New |
| Millennium Management LLC | 22,172 | $3.78M | 0.00% | −11,939−35.0% | Reduced |
| Palisades Investment Partners, LLC | 22,339 | $3.80M | 1.49% | +1,151+5.4% | Added |