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Livermore
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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, 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.

Institutional holdersQ2 2026: 175 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 heldQ2 2026: $930.7M
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, Q2 2026

Shares, value and share of portfolio for each institution holding Willis Lease Finance Corp; share changes are against Q1 2026.

Institutions holding WLFC in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Lakewood Asset Management LLC2,127$486.7K0.27%+859+67.7%Added
Quantinno Capital Management LP2,068$473.2K0.00%+350+20.4%Added
Penserra Capital Management LLC2,066$472.0K0.00%+2,066New
Manufacturers Life Insurance Company, The1,983$453.7K0.00%+490+32.8%Added
Highbridge Capital Management LLC1,846$422.4K0.01%+1,846New
Tenor Capital Management Co., L.P.1,837$420.3K0.01%+1,837New
Vanguard Asset Management, Ltd1,819$416.2K0.00%00.0%Unchanged
Neuberger Berman Group LLC1,814$415.0K0.00%+1,814New
Mirae Asset Global ETFs Holdings Ltd.1,749$400.2K0.00%+428+32.4%Added
Lighthouse Investment Partners, LLC1,710$391.2K0.01%+1,710New
Concurrent Investment Advisors, LLC1,573$359.9K0.00%+1,573New
Natixis1,500$343.2K0.00%+1,500New
Jupiter Topco LLC1,500$342.6K0.00%+1,500New
Capstone Investment Advisors, LLC1,403$321.0K0.00%+1,403New
Cambridge Investment Research Advisors, Inc.1,274$291.0K0.00%+97+8.2%Added
O'Shaughnessy Asset Management, LLC1,262$288.7K0.00%−141−10.0%Reduced
Centiva Capital, LP1,262$288.7K0.01%+1,262New
Bank of Montreal1,254$286.9K0.00%−3,103−71.2%Reduced
Susquehanna International Group, LLP1,246$285.1K0.00%−823−39.8%Reduced
Barclays PLC1,239$283.5K0.00%+718+137.8%Added
Colony Group, LLC1,225$280.3K0.00%+1,225New
Brinker Capital Investments, LLC1,163$266.1K0.00%+1,163New
Bessemer Group Inc1,134$259.0K0.00%+1,124+11,240.0%Added
Prudential Financial Inc1,127$257.9K0.00%+1,127New
Police & Firemen's Retirement System of New Jersey1,125$257.4K0.00%+293+35.2%Added
Yorktown Management & Research Co Inc1,125$257.4K0.16%+1,125New
Vanguard Global Advisers, LLC1,116$255.3K0.00%−189−14.5%Reduced
Truist Financial Corp1,009$230.9K0.00%+1,009New
Navellier & Associates Inc1,000$228.8K0.02%+1,000New
Earnest Partners LLC1,000$228.8K0.00%+1,000New
Cresset Asset Management, LLC1,000$228.8K0.00%+1,000New
Los Angeles Capital Management LLC985$225.4K0.00%+985New
State of Alaska, Department of Revenue982$224.0K0.00%00.0%Unchanged
Ritholtz Wealth Management927$212.1K0.00%+927New
Merit Financial Group, LLC926$211.8K0.00%+926New
Luxor Capital Group, LP923$211.2K0.02%+923New
SG Americas Securities, LLC811$186.0K0.00%+811New
Vanguard Investments Australia, Ltd.730$167.0K0.00%00.0%Unchanged
KLP Kapitalforvaltning AS700$160.2K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.420$96.1K0.00%+68+19.3%Added
Ameritas Investment Partners, Inc.346$79.2K0.00%+108+45.4%Added
Fifth Third Bancorp330$75.5K0.00%+330New
Smartleaf Asset Management LLC266$59.9K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.249$57.0K0.00%+4+1.6%Added
Tower Research Capital LLC (TRC)241$55.1K0.00%−32−11.7%Reduced
Nisa Investment Advisors, LLC154$35.2K0.00%00.0%Unchanged
Private Wealth Asset Management, LLC115$26.3K0.00%+115New
Harbor Capital Advisors, Inc.102$23.0K0.00%00.0%Unchanged
Farther Finance Advisors, LLC95$21.8K0.00%+5+5.6%Added
Larson Financial Group LLC89$20.4K0.00%+19+27.1%Added
Harbour Investments, Inc.70$16.0K0.00%00.0%Unchanged
Jones Financial Companies LLLP70$15.7K0.00%00.0%Unchanged
Silver Grove Financial Group, Inc.40$9.15K0.00%+40New
Sterling Capital Management LLC35$8.01K0.00%−51−59.3%Reduced
Nykredit A/S31$7.09K0.00%+31New
Global Retirement Partners, LLC28$6.41K0.00%+28New
The PNC Financial Services Group, Inc.26$5.95K0.00%00.0%Unchanged
Cornerstone Planning Group LLC69$4.58K0.00%+69New
Parallel Advisors, LLC18$4.12K0.00%+8+80.0%Added
Caitong International Asset Management Co., Ltd17$3.89K0.00%+17New
Optiver Holding B.V.16$3.66K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co14$3.20K0.00%00.0%Unchanged
Stone House Investment Management, LLC12$2.75K0.00%00.0%Unchanged
Signaturefd, LLC10$2.29K0.00%+10New
EverSource Wealth Advisors, LLC7$1.60K0.00%−3−30.0%Reduced
Allworth Financial LP7$1.60K0.00%+1+16.7%Added
Covestor Ltd5$1.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB2$4580.00%+2New
CoreCap Advisors, LLC1$2290.00%00.0%Unchanged
GAMMA Investing LLC1$2290.00%00.0%Unchanged
Clearstead Advisors, LLC1$2290.00%+1New
UMA Financial Services, Inc.1$2290.00%+1New
Hughes Financial Services, LLC1$2290.00%+1New
Investors Portfolio Services LLC1$2290.00%+1New
Keating Financial Advisory Services, Inc.1$2290.00%+1New
Knights of Columbus Asset Advisors LLC0$00.00%−14,095−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−12,322−100.0%Sold out
Jump Financial, LLC0$00.00%−10,868−100.0%Sold out
Jane Street Group, LLC0$00.00%−5,716−100.0%Sold out
Diametric Capital, LP0$00.00%−3,527−100.0%Sold out
VARCOV Co.0$00.00%−3,192−100.0%Sold out
Virtu Financial LLC0$00.00%−2,764−100.0%Sold out
Eastern Bank0$00.00%−81−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−6−100.0%Sold out
Root Financial Partners, LLC0$00.00%−5−100.0%Sold out
MAI Capital Management0$00.00%−1−100.0%Sold out
Janus Henderson Group PLC––––Not filed
Skopos Labs, Inc.––––Not filed
CWM, LLC––––Not filed