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, Q2 2026
Institutional positions in Willis Lease Finance Corp as of Jun 30, 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
- 175
- +53 vs. Q1 2026
- Shares held
- 4.07M
- +807.3K (+24.8%) vs. Q1 2026
- Total value
- $930.7M
- +$375.4M (+67.6%) vs. Q1 2026
- New holders
- 64
- 65 more added
- Sold out
- 11
- 25 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Willis Lease Finance Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 1 | $229 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1 | $229 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1 | $229 | 0.00% | +1 | New |
| UMA Financial Services, Inc. | 1 | $229 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $229 | 0.00% | +1 | New |
| Investors Portfolio Services LLC | 1 | $229 | 0.00% | +1 | New |
| Keating Financial Advisory Services, Inc. | 1 | $229 | 0.00% | +1 | New |
| Massmutual Trust Co FSB | 2 | $458 | 0.00% | +2 | New |
| Covestor Ltd | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 7 | $1.60K | 0.00% | −3−30.0% | Reduced |
| Allworth Financial LP | 7 | $1.60K | 0.00% | +1+16.7% | Added |
| Signaturefd, LLC | 10 | $2.29K | 0.00% | +10 | New |
| Stone House Investment Management, LLC | 12 | $2.75K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 14 | $3.20K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 16 | $3.66K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 17 | $3.89K | 0.00% | +17 | New |
| Parallel Advisors, LLC | 18 | $4.12K | 0.00% | +8+80.0% | Added |
| Cornerstone Planning Group LLC | 69 | $4.58K | 0.00% | +69 | New |
| The PNC Financial Services Group, Inc. | 26 | $5.95K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 28 | $6.41K | 0.00% | +28 | New |
| Nykredit A/S | 31 | $7.09K | 0.00% | +31 | New |
| Sterling Capital Management LLC | 35 | $8.01K | 0.00% | −51−59.3% | Reduced |
| Silver Grove Financial Group, Inc. | 40 | $9.15K | 0.00% | +40 | New |
| Jones Financial Companies LLLP | 70 | $15.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 70 | $16.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 89 | $20.4K | 0.00% | +19+27.1% | Added |
| Farther Finance Advisors, LLC | 95 | $21.8K | 0.00% | +5+5.6% | Added |
| Harbor Capital Advisors, Inc. | 102 | $23.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 115 | $26.3K | 0.00% | +115 | New |
| Nisa Investment Advisors, LLC | 154 | $35.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 241 | $55.1K | 0.00% | −32−11.7% | Reduced |
| Advisor Group Holdings, Inc. | 249 | $57.0K | 0.00% | +4+1.6% | Added |
| Smartleaf Asset Management LLC | 266 | $59.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 330 | $75.5K | 0.00% | +330 | New |
| Ameritas Investment Partners, Inc. | 346 | $79.2K | 0.00% | +108+45.4% | Added |
| SRS Capital Advisors, Inc. | 420 | $96.1K | 0.00% | +68+19.3% | Added |
| KLP Kapitalforvaltning AS | 700 | $160.2K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 730 | $167.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 811 | $186.0K | 0.00% | +811 | New |
| Luxor Capital Group, LP | 923 | $211.2K | 0.02% | +923 | New |
| Merit Financial Group, LLC | 926 | $211.8K | 0.00% | +926 | New |
| Ritholtz Wealth Management | 927 | $212.1K | 0.00% | +927 | New |
| State of Alaska, Department of Revenue | 982 | $224.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 985 | $225.4K | 0.00% | +985 | New |
| Navellier & Associates Inc | 1,000 | $228.8K | 0.02% | +1,000 | New |
| Earnest Partners LLC | 1,000 | $228.8K | 0.00% | +1,000 | New |
| Cresset Asset Management, LLC | 1,000 | $228.8K | 0.00% | +1,000 | New |
| Truist Financial Corp | 1,009 | $230.9K | 0.00% | +1,009 | New |
| Vanguard Global Advisers, LLC | 1,116 | $255.3K | 0.00% | −189−14.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 1,125 | $257.4K | 0.00% | +293+35.2% | Added |
| Yorktown Management & Research Co Inc | 1,125 | $257.4K | 0.16% | +1,125 | New |
| Prudential Financial Inc | 1,127 | $257.9K | 0.00% | +1,127 | New |
| Bessemer Group Inc | 1,134 | $259.0K | 0.00% | +1,124+11,240.0% | Added |
| Brinker Capital Investments, LLC | 1,163 | $266.1K | 0.00% | +1,163 | New |
| Colony Group, LLC | 1,225 | $280.3K | 0.00% | +1,225 | New |
| Barclays PLC | 1,239 | $283.5K | 0.00% | +718+137.8% | Added |
| Susquehanna International Group, LLP | 1,246 | $285.1K | 0.00% | −823−39.8% | Reduced |
| Bank of Montreal | 1,254 | $286.9K | 0.00% | −3,103−71.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,262 | $288.7K | 0.00% | −141−10.0% | Reduced |
| Centiva Capital, LP | 1,262 | $288.7K | 0.01% | +1,262 | New |
| Cambridge Investment Research Advisors, Inc. | 1,274 | $291.0K | 0.00% | +97+8.2% | Added |
| Capstone Investment Advisors, LLC | 1,403 | $321.0K | 0.00% | +1,403 | New |
| Jupiter Topco LLC | 1,500 | $342.6K | 0.00% | +1,500 | New |
| Natixis | 1,500 | $343.2K | 0.00% | +1,500 | New |
| Concurrent Investment Advisors, LLC | 1,573 | $359.9K | 0.00% | +1,573 | New |
| Lighthouse Investment Partners, LLC | 1,710 | $391.2K | 0.01% | +1,710 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 1,749 | $400.2K | 0.00% | +428+32.4% | Added |
| Neuberger Berman Group LLC | 1,814 | $415.0K | 0.00% | +1,814 | New |
| Vanguard Asset Management, Ltd | 1,819 | $416.2K | 0.00% | 00.0% | Unchanged |
| Tenor Capital Management Co., L.P. | 1,837 | $420.3K | 0.01% | +1,837 | New |
| Highbridge Capital Management LLC | 1,846 | $422.4K | 0.01% | +1,846 | New |
| Manufacturers Life Insurance Company, The | 1,983 | $453.7K | 0.00% | +490+32.8% | Added |
| Penserra Capital Management LLC | 2,066 | $472.0K | 0.00% | +2,066 | New |
| Quantinno Capital Management LP | 2,068 | $473.2K | 0.00% | +350+20.4% | Added |
| Lakewood Asset Management LLC | 2,127 | $486.7K | 0.27% | +859+67.7% | Added |
| Russell Investments Group, Ltd. | 2,209 | $505.4K | 0.00% | +1,368+162.7% | Added |
| Cetera Investment Advisers | 2,220 | $507.9K | 0.00% | +927+71.7% | Added |
| MetLife Investment Management | 2,239 | $512.3K | 0.00% | +634+39.5% | Added |
| Legal & General Group Plc | 2,262 | $517.5K | 0.00% | −120−5.0% | Reduced |
| Canada Pension Plan Investment Board | 2,300 | $526.2K | 0.00% | +2,300 | New |
| Susquehanna Fundamental Investments, LLC | 2,300 | $526.2K | 0.01% | +2,300 | New |
| LMR Partners LLP | 2,327 | $532.4K | 0.00% | +2,327 | New |
| FMR LLC | 2,412 | $551.8K | 0.00% | +43+1.8% | Added |
| Axq Capital, LP | 2,457 | $562.2K | 0.06% | +2,457 | New |
| Aquatic Capital Management LLC | 2,494 | $570.6K | 0.02% | +1,809+264.1% | Added |
| Quantbot Technologies LP | 2,719 | $622.1K | 0.02% | +2,719 | New |
| Blackstone Group Inc. | 2,760 | $631.5K | 0.00% | +2,760 | New |
| Creative Planning | 2,793 | $639.0K | 0.00% | −256−8.4% | Reduced |
| AQR Capital Management LLC | 2,801 | $640.9K | 0.00% | +403+16.8% | Added |
| Raymond James Financial Inc | 2,833 | $648.2K | 0.00% | −6,425−69.4% | Reduced |
| Alliancebernstein L.P. | 4,000 | $681.0K | 0.00% | +2,000+100.0% | Added |
| Harbor Advisors LLC | 3,000 | $686.4K | 0.09% | +1,000+50.0% | Added |
| Lazard Asset Management LLC | 3,053 | $698.5K | 0.00% | −207−6.3% | Reduced |
| California State Teachers Retirement System | 3,282 | $750.9K | 0.00% | +581+21.5% | Added |
| Jain Global LLC | 3,309 | $757.1K | 0.01% | +3,309 | New |
| UBS Asset Management Americas Inc | 3,311 | $757.6K | 0.00% | −77−2.3% | Reduced |
| Wells Fargo & Company | 3,391 | $775.9K | 0.00% | +233+7.4% | Added |
| Brevan Howard Capital Management LP | 3,394 | $776.5K | 0.01% | +3,394 | New |
| Citigroup Inc | 3,499 | $800.6K | 0.00% | +3,202+1,078.1% | Added |
| Aristeia Capital LLC | 3,678 | $841.5K | 0.01% | +3,678 | New |