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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 245 | $41.7K | 0.00% | +27+12.4% | Added |
| Ameritas Investment Partners, Inc. | 238 | $40.5K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 154 | $26.2K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 102 | $17.0K | 0.00% | +66+183.3% | Added |
| Farther Finance Advisors, LLC | 90 | $15.8K | 0.00% | +1+1.1% | Added |
| Sterling Capital Management LLC | 86 | $14.6K | 0.00% | −62−41.9% | Reduced |
| Eastern Bank | 81 | $13.8K | 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 |
| Jones Financial Companies LLLP | 70 | $11.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 69 | $11.7K | 0.00% | +8+13.1% | Added |
| The PNC Financial Services Group, Inc. | 26 | $4.43K | 0.00% | +1+4.0% | Added |
| Optiver Holding B.V. | 16 | $2.72K | 0.00% | −8−33.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 14 | $2.38K | 0.00% | +14 | New |
| Stone House Investment Management, LLC | 12 | $2.04K | 0.00% | +6+100.0% | Added |
| Bessemer Group Inc | 10 | $2.00K | 0.00% | +10 | New |
| Parallel Advisors, LLC | 10 | $1.70K | 0.00% | +10 | New |
| EverSource Wealth Advisors, LLC | 10 | $1.70K | 0.00% | +1+11.1% | Added |
| 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 |
| Covestor Ltd | 5 | $1.00K | 0.00% | −1−16.7% | Reduced |
| Root Financial Partners, LLC | 5 | $851 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1 | $171 | 0.00% | +1 | New |
| CoreCap Advisors, LLC | 1 | $170 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1 | $170 | 0.00% | +1 | New |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −103,300−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −19,900−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −11,821−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −11,086−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −6,137−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −2,587−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −1,784−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −951−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −246−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |