AerCap Holdings N.V.
AER- 交易所
- NYSE
- 產業
- Services-Equipment Rental & Leasing, NEC
- SEC CIK
- 0001378789
近 90 天，AerCap Holdings N.V. 內部人申報 0 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 696 家機構在 13F 申報持有，市值合計 $199.1 億；Oakmark（Harris Associates）和多爾西資產管理兩位大師持有。
2025 年第 1 季 13F 持有人
AerCap Holdings N.V. 在 2025/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 561
- 較 2024 年第 4 季 +15 家
- 持有股數
- 1.61 億
- 較 2024 年第 4 季 −317.6 萬 (−1.9%)
- 總市值
- $164.4 億
- 較 2024 年第 4 季 +$7.25 億 (+4.6%)
- 新進機構
- 72
- 另有 207 家加碼
- 清倉機構
- 57
- 另有 210 家減碼
另有 9 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 AER 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 696 | $199.1 億 |
| 2026 年第 1 季 | 666 | $197.7 億 |
| 2025 年第 4 季 | 635 | $217.1 億 |
| 2025 年第 3 季 | 576 | $180.5 億 |
| 2025 年第 2 季 | 596 | $184.5 億 |
| 2025 年第 1 季 | 561 | $164.4 億 |
| 2024 年第 4 季 | 555 | $157.8 億 |
| 2024 年第 3 季 | 547 | $157.7 億 |
| 2024 年第 2 季 | 511 | $165.9 億 |
| 2024 年第 1 季 | 484 | $157.6 億 |
| 2023 年第 4 季 | 453 | $141.0 億 |
| 2023 年第 3 季 | 389 | $126.4 億 |
| 2023 年第 2 季 | 377 | $140.2 億 |
| 2023 年第 1 季 | 368 | $127.0 億 |
| 2022 年第 4 季 | 331 | $137.7 億 |
| 2022 年第 3 季 | 307 | $102.7 億 |
| 2022 年第 2 季 | 312 | $98.1 億 |
| 2022 年第 1 季 | 342 | $118.8 億 |
| 2021 年第 4 季 | 332 | $154.5 億 |
| 2021 年第 3 季 | 299 | $70.2 億 |
| 2021 年第 2 季 | 307 | $60.5 億 |
| 2021 年第 1 季 | 307 | $69.1 億 |
2025 年第 1 季持有機構
每家機構持有 AerCap Holdings N.V. 的股數、市值與佔組合比重；股數變化跟 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Eagle Capital Management LLC | 13,514,714 | $13.8 億 | 5.04% | +1,642,996+13.8% | 加碼 |
| BlackRock, Inc. | 11,243,053 | $11.5 億 | 0.02% | +383,117+3.5% | 加碼 |
| Wellington Management Group LLP | 8,134,717 | $8.31 億 | 0.16% | −43,986−0.5% | 減碼 |
| Allspring Global Investments Holdings, LLC | 5,929,840 | $6.07 億 | 1.05% | −81,796−1.4% | 減碼 |
| 59 North Capital Management, LP | 5,209,534 | $5.32 億 | 19.17% | +1,504,620+40.6% | 加碼 |
| Franklin Resources Inc | 5,090,423 | $5.20 億 | 0.15% | −302,805−5.6% | 減碼 |
| State Street Corp | 4,998,070 | $5.12 億 | 0.02% | −226,536−4.3% | 減碼 |
| D. E. Shaw & Co., Inc. | 3,936,372 | $4.02 億 | 0.48% | +452,707+13.0% | 加碼 |
| London Co of Virginia | 3,417,307 | $3.49 億 | 1.99% | −106,002−3.0% | 減碼 |
| Donald Smith & Co., Inc. | 3,297,089 | $3.37 億 | 8.25% | −154,330−4.5% | 減碼 |
| Lyrical Asset Management LP | 3,040,978 | $3.11 億 | 4.72% | −56,862−1.8% | 減碼 |
| Cooke & Bieler LP | 2,872,119 | $2.93 億 | 2.94% | −62,066−2.1% | 減碼 |
| Amundi | 2,931,230 | $2.89 億 | 0.11% | −359,539−10.9% | 減碼 |
| JPMorgan Chase & Co | 2,298,552 | $2.35 億 | 0.02% | +699,520+43.7% | 加碼 |
| UBS Asset Management Americas Inc | 2,271,232 | $2.32 億 | 0.06% | −336,867−12.9% | 減碼 |
| Lord, Abbett & Co. LLC | 2,141,505 | $2.19 億 | 0.78% | −130,264−5.7% | 減碼 |
| Norges Bank | 2,117,707 | $2.16 億 | 0.03% | −165,647−7.3% | 減碼 |
| Ameriprise Financial Inc | 1,950,255 | $2.00 億 | 0.05% | +36,398+1.9% | 加碼 |
| Ninety One UK Ltd | 1,930,577 | $1.97 億 | 0.55% | −619,773−24.3% | 減碼 |
| Morgan Stanley | 1,875,407 | $1.92 億 | 0.01% | −11,303−0.6% | 減碼 |
| Price T Rowe Associates Inc | 1,814,146 | $1.85 億 | 0.02% | +49,537+2.8% | 加碼 |
| Bank of America Corp | 1,707,141 | $1.74 億 | 0.02% | +104,807+6.5% | 加碼 |
| Redwood Capital Management, LLC | 1,624,863 | $1.66 億 | 24.78% | −400,000−19.8% | 減碼 |
| Geode Capital Management, LLC | 1,622,749 | $1.64 億 | 0.01% | +3,203+0.2% | 加碼 |
| FMR LLC | 1,593,375 | $1.63 億 | 0.01% | −35,082−2.2% | 減碼 |
| Neuberger Berman Group LLC | 1,527,478 | $1.56 億 | 0.13% | −118,258−7.2% | 減碼 |
| Perpetual Ltd | 1,465,994 | $1.50 億 | 1.81% | −160,087−9.8% | 減碼 |
| Thompson Siegel & Walmsley LLC | 1,465,976 | $1.50 億 | 2.54% | −159,956−9.8% | 減碼 |
| Empyrean Capital Partners, LP | 1,382,000 | $1.41 億 | 7.56% | −218,000−13.6% | 減碼 |
| Northern Trust Corp | 1,333,686 | $1.36 億 | 0.02% | −63,251−4.5% | 減碼 |
| Slate Path Capital LP | 1,300,200 | $1.33 億 | 2.40% | −92,800−6.7% | 減碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 1,279,744 | $1.31 億 | 2.33% | −206,593−13.9% | 減碼 |
| Legal & General Group Plc | 1,271,845 | $1.30 億 | 0.04% | −19,560−1.5% | 減碼 |
| Brandywine Global Investment Management, LLC | 1,190,418 | $1.22 億 | 0.88% | −79,015−6.2% | 減碼 |
| Russell Investments Group, Ltd. | 1,166,677 | $1.19 億 | 0.16% | +134,384+13.0% | 加碼 |
| Deutsche Bank AG | 1,161,626 | $1.19 億 | 0.05% | −44,711−3.7% | 減碼 |
| Dorsey Asset Management, LLC大師多爾西資產管理 | 1,138,542 | $1.16 億 | 12.33% | +1,138,542 | 新進 |
| Arrowstreet Capital, Limited Partnership | 1,079,002 | $1.10 億 | 0.09% | −1,773,712−62.2% | 減碼 |
| Two Sigma Advisers, LP | 1,049,100 | $1.07 億 | 0.24% | +666,900+174.5% | 加碼 |
| Ion Asset Management Ltd. | 1,036,000 | $1.06 億 | 7.78% | −130,158−11.2% | 減碼 |
| CapitalatWork S.A. | 1,033,164 | $1.06 億 | 3.42% | −8,704−0.8% | 減碼 |
| Voloridge Investment Management, LLC | 1,017,153 | $1.04 億 | 0.38% | +171,522+20.3% | 加碼 |
| Millennium Management LLC | 1,005,165 | $1.03 億 | 0.10% | −69,766−6.5% | 減碼 |
| Darsana Capital Partners LP | 1,000,000 | $1.02 億 | 2.97% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 970,098 | $9,911 萬 | 0.02% | +96,984+11.1% | 加碼 |
| Kinetic Partners Management, LP | 938,703 | $9,591 萬 | 6.88% | +228,503+32.2% | 加碼 |
| Rockefeller Capital Management L.P. | 919,613 | $9,396 萬 | 0.23% | −67,295−6.8% | 減碼 |
| KBC Group NV | 898,608 | $9,181 萬 | 0.28% | +64,156+7.7% | 加碼 |
| 140 Summer Partners LP | 898,001 | $9,175 萬 | 12.27% | +36,427+4.2% | 加碼 |
| Wgi DM, LLC | 893,611 | $9,130 萬 | 6.42% | +893,611 | 新進 |
| Holocene Advisors, LP | 873,343 | $8,923 萬 | 0.26% | +873,343 | 新進 |
| Man Group plc | 855,873 | $8,744 萬 | 0.26% | −493,576−36.6% | 減碼 |
| Check Capital Management Inc | 853,261 | $8,718 萬 | 5.67% | −9,541−1.1% | 減碼 |
| Qube Research & Technologies Ltd | 794,508 | $8,117 萬 | 0.13% | +93,933+13.4% | 加碼 |
| Two Sigma Investments, LP | 751,222 | $7,675 萬 | 0.17% | +633,753+539.5% | 加碼 |
| UBS Group AG | 717,691 | $7,333 萬 | 0.02% | +351,577+96.0% | 加碼 |
| Agf Management Ltd | 646,726 | $6,608 萬 | 0.35% | −453,567−41.2% | 減碼 |
| Clal Insurance Enterprises Holdings Ltd | 612,941 | $6,279 萬 | 0.65% | 00.0% | 不變 |
| SEI Investments Co | 614,411 | $6,277 萬 | 0.08% | −31,980−4.9% | 減碼 |
| Assenagon Asset Management S.A. | 609,833 | $6,231 萬 | 0.11% | +58,371+10.6% | 加碼 |
| Citadel Advisors LLC | 574,104 | $5,866 萬 | 0.06% | +374,366+187.4% | 加碼 |
| National Pension Service | 561,019 | $5,732 萬 | 0.06% | +2,998+0.5% | 加碼 |
| Swiss National Bank | 557,600 | $5,697 萬 | 0.04% | −13,100−2.3% | 減碼 |
| Nuveen, LLC | 537,835 | $5,495 萬 | 0.02% | +537,835 | 新進 |
| Aristotle Capital Boston, LLC | 524,856 | $5,362 萬 | 2.68% | −138,298−20.9% | 減碼 |
| Todd Asset Management LLC | 519,889 | $5,312 萬 | 1.25% | −4,089−0.8% | 減碼 |
| MBB Public Markets I LLC | 516,726 | $5,279 萬 | 6.08% | +516,726 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 510,386 | $5,215 萬 | 0.23% | +54,915+12.1% | 加碼 |
| Envestnet Asset Management Inc | 494,271 | $5,050 萬 | 0.02% | −9,628−1.9% | 減碼 |
| Vanguard Group Inc | 463,159 | $4,732 萬 | 0.00% | +6,262+1.4% | 加碼 |
| Janney Montgomery Scott LLC | 458,493 | $4,684 萬 | 0.13% | +9,284+2.1% | 加碼 |
| Wells Fargo & Company | 456,609 | $4,665 萬 | 0.01% | +11,494+2.6% | 加碼 |
| SG Americas Securities, LLC | 456,346 | $4,663 萬 | 0.16% | +410,085+886.5% | 加碼 |
| Bank of New York Mellon Corp | 452,376 | $4,622 萬 | 0.01% | +6,073+1.4% | 加碼 |
| New York State Common Retirement Fund | 446,831 | $4,565 萬 | 0.07% | −29,237−6.1% | 減碼 |
| Artisan Partners Limited Partnership | 427,787 | $4,371 萬 | 0.07% | −92,998−17.9% | 減碼 |
| River Road Asset Management, LLC | 419,379 | $4,285 萬 | 0.58% | +27,873+7.1% | 加碼 |
| Luxor Capital Group, LP | 418,805 | $4,279 萬 | 5.46% | +5,075+1.2% | 加碼 |
| Scopia Capital Management LP | 415,360 | $4,243 萬 | 6.13% | −274,722−39.8% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 404,425 | $4,132 萬 | 0.03% | +3,655+0.9% | 加碼 |
| Alyeska Investment Group, L.P. | 389,183 | $3,976 萬 | 0.16% | −1,116,616−74.2% | 減碼 |
| Bank of Montreal | 378,132 | $3,863 萬 | 0.02% | +183,158+93.9% | 加碼 |
| Wedge Capital Management L L P | 344,837 | $3,523 萬 | 0.68% | −49,800−12.6% | 減碼 |
| Mangrove Partners | 340,904 | $3,483 萬 | 3.93% | 00.0% | 不變 |
| California Public Employees Retirement System | 334,235 | $3,415 萬 | 0.02% | −7,109−2.1% | 減碼 |
| L1 Capital International Pty Ltd | 322,882 | $3,299 萬 | 9.08% | +29,319+10.0% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 322,270 | $3,293 萬 | 0.30% | 00.0% | 不變 |
| Invesco Ltd. | 320,616 | $3,276 萬 | 0.01% | −1,542,984−82.8% | 減碼 |
| Canada Pension Plan Investment Board | 308,101 | $3,148 萬 | 0.03% | +27,088+9.6% | 加碼 |
| Tocqueville Asset Management L.P. | 306,370 | $3,130 萬 | 0.51% | +3,220+1.1% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 297,681 | $3,041 萬 | 0.06% | +14,886+5.3% | 加碼 |
| Mackenzie Financial Corp | 269,174 | $2,750 萬 | 0.04% | −1,846−0.7% | 減碼 |
| California State Teachers Retirement System | 247,403 | $2,528 萬 | 0.03% | −5,653−2.2% | 減碼 |
| Natixis Advisors, L.P. | 245,432 | $2,508 萬 | 0.05% | +21,948+9.8% | 加碼 |
| Charles Schwab Investment Management Inc | 241,066 | $2,463 萬 | 0.00% | +6,579+2.8% | 加碼 |
| Royal Bank of Canada | 234,205 | $2,393 萬 | 0.01% | −6,148−2.6% | 減碼 |
| Verition Fund Management LLC | 234,146 | $2,392 萬 | 0.14% | +62,604+36.5% | 加碼 |
| Aviva PLC | 212,590 | $2,172 萬 | 0.05% | −9,455−4.3% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 209,277 | $2,138 萬 | 0.06% | +26,116+14.3% | 加碼 |
| Engle Capital Management, L.P. | 205,000 | $2,094 萬 | 8.71% | +20,000+10.8% | 加碼 |