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 2 季 13F 持有人
AerCap Holdings N.V. 在 2025/6/30 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
- 596
- 較 2025 年第 1 季 +42 家
- 持有股數
- 1.58 億
- 較 2025 年第 1 季 −282.2 萬 (−1.8%)
- 總市值
- $184.5 億
- 較 2025 年第 1 季 +$20.4 億 (+12.5%)
- 新進機構
- 92
- 另有 196 家加碼
- 清倉機構
- 50
- 另有 238 家減碼
另有 7 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Eagle Capital Management LLC | 12,812,346 | $15.0 億 | 4.94% | −702,368−5.2% | 減碼 |
| BlackRock, Inc. | 10,947,479 | $12.8 億 | 0.02% | −295,574−2.6% | 減碼 |
| State Street Corp | 4,998,198 | $5.85 億 | 0.02% | +1280.0% | 加碼 |
| Wellington Management Group LLP | 4,707,441 | $5.51 億 | 0.10% | −3,427,276−42.1% | 減碼 |
| Allspring Global Investments Holdings, LLC | 4,637,607 | $5.36 億 | 0.90% | −1,292,233−21.8% | 減碼 |
| D. E. Shaw & Co., Inc. | 4,323,594 | $5.06 億 | 0.50% | +387,222+9.8% | 加碼 |
| Price T Rowe Associates Inc | 4,293,868 | $5.02 億 | 0.06% | +2,479,722+136.7% | 加碼 |
| 59 North Capital Management, LP | 4,271,324 | $5.00 億 | 17.84% | −938,210−18.0% | 減碼 |
| Franklin Resources Inc | 4,150,255 | $4.86 億 | 0.13% | −940,168−18.5% | 減碼 |
| London Co of Virginia | 3,174,167 | $3.71 億 | 2.10% | −243,140−7.1% | 減碼 |
| Donald Smith & Co., Inc. | 3,133,638 | $3.67 億 | 8.63% | −163,451−5.0% | 減碼 |
| JPMorgan Chase & Co | 2,873,872 | $3.36 億 | 0.02% | +575,320+25.0% | 加碼 |
| Lyrical Asset Management LP | 2,811,389 | $3.29 億 | 4.74% | −229,589−7.5% | 減碼 |
| Ninety One UK Ltd | 2,794,925 | $3.27 億 | 0.77% | +864,348+44.8% | 加碼 |
| Cooke & Bieler LP | 2,545,106 | $2.98 億 | 2.98% | −327,013−11.4% | 減碼 |
| UBS Asset Management Americas Inc | 2,367,657 | $2.77 億 | 0.06% | +96,425+4.2% | 加碼 |
| Amundi | 2,283,592 | $2.63 億 | 0.09% | −647,638−22.1% | 減碼 |
| Morgan Stanley | 2,176,601 | $2.55 億 | 0.02% | +301,194+16.1% | 加碼 |
| Lord, Abbett & Co. LLC | 2,069,141 | $2.42 億 | 0.78% | −72,364−3.4% | 減碼 |
| Norges Bank | 2,063,178 | $2.41 億 | 0.03% | −54,529−2.6% | 減碼 |
| Ameriprise Financial Inc | 1,933,543 | $2.27 億 | 0.06% | −16,712−0.9% | 減碼 |
| Wgi DM, LLC | 1,817,636 | $2.13 億 | 10.98% | +924,025+103.4% | 加碼 |
| Geode Capital Management, LLC | 1,576,105 | $1.82 億 | 0.01% | −46,644−2.9% | 減碼 |
| Mawer Investment Management Ltd. | 1,550,229 | $1.81 億 | 0.92% | +1,550,229 | 新進 |
| Neuberger Berman Group LLC | 1,492,100 | $1.75 億 | 0.13% | −35,378−2.3% | 減碼 |
| Bank of America Corp | 1,454,736 | $1.70 億 | 0.01% | −252,405−14.8% | 減碼 |
| Empyrean Capital Partners, LP | 1,432,000 | $1.68 億 | 7.76% | +50,000+3.6% | 加碼 |
| Redwood Capital Management, LLC | 1,409,863 | $1.65 億 | 29.96% | −215,000−13.2% | 減碼 |
| Dorsey Asset Management, LLC大師多爾西資產管理 | 1,361,118 | $1.59 億 | 14.28% | +222,576+19.5% | 加碼 |
| Perpetual Ltd | 1,343,442 | $1.57 億 | 1.84% | −122,552−8.4% | 減碼 |
| Thompson Siegel & Walmsley LLC | 1,343,424 | $1.57 億 | 2.65% | −122,552−8.4% | 減碼 |
| Northern Trust Corp | 1,328,671 | $1.55 億 | 0.02% | −5,015−0.4% | 減碼 |
| Legal & General Group Plc | 1,226,105 | $1.43 億 | 0.04% | −45,740−3.6% | 減碼 |
| Two Sigma Advisers, LP | 1,201,100 | $1.41 億 | 0.29% | +152,000+14.5% | 加碼 |
| Man Group plc | 1,192,104 | $1.39 億 | 0.30% | +336,231+39.3% | 加碼 |
| Brandywine Global Investment Management, LLC | 1,176,636 | $1.38 億 | 0.97% | −13,782−1.2% | 減碼 |
| Deutsche Bank AG | 1,169,748 | $1.37 億 | 0.05% | +8,122+0.7% | 加碼 |
| Russell Investments Group, Ltd. | 1,160,894 | $1.36 億 | 0.17% | −5,783−0.5% | 減碼 |
| Slate Path Capital LP | 1,111,412 | $1.30 億 | 2.24% | −188,788−14.5% | 減碼 |
| Millennium Management LLC | 1,077,814 | $1.26 億 | 0.11% | +72,649+7.2% | 加碼 |
| Two Sigma Investments, LP | 1,058,485 | $1.24 億 | 0.22% | +307,263+40.9% | 加碼 |
| FMR LLC | 1,031,823 | $1.21 億 | 0.01% | −561,552−35.2% | 減碼 |
| CapitalatWork S.A. | 1,031,062 | $1.21 億 | 3.66% | −2,102−0.2% | 減碼 |
| Rockefeller Capital Management L.P. | 1,011,793 | $1.18 億 | 0.26% | +92,180+10.0% | 加碼 |
| Goldman Sachs Group Inc | 971,779 | $1.14 億 | 0.02% | +1,681+0.2% | 加碼 |
| Assenagon Asset Management S.A. | 970,973 | $1.14 億 | 0.18% | +361,140+59.2% | 加碼 |
| Ion Asset Management Ltd. | 948,983 | $1.11 億 | 6.71% | −87,017−8.4% | 減碼 |
| KBC Group NV | 892,298 | $1.04 億 | 0.28% | −6,310−0.7% | 減碼 |
| Qube Research & Technologies Ltd | 890,335 | $1.04 億 | 0.14% | +95,827+12.1% | 加碼 |
| MBB Public Markets I LLC | 841,315 | $9,843 萬 | 11.33% | +324,589+62.8% | 加碼 |
| Check Capital Management Inc | 838,329 | $9,808 萬 | 6.47% | −14,932−1.7% | 減碼 |
| Voloridge Investment Management, LLC | 821,453 | $9,611 萬 | 0.35% | −195,700−19.2% | 減碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 816,489 | $9,553 萬 | 1.64% | −463,255−36.2% | 減碼 |
| 140 Summer Partners LP | 762,150 | $8,917 萬 | 11.54% | −135,851−15.1% | 減碼 |
| Darsana Capital Partners LP | 725,000 | $8,483 萬 | 2.42% | −275,000−27.5% | 減碼 |
| Nuveen, LLC | 711,474 | $8,324 萬 | 0.02% | +173,639+32.3% | 加碼 |
| Agf Management Ltd | 649,718 | $7,602 萬 | 0.34% | +2,992+0.5% | 加碼 |
| UBS Group AG | 625,129 | $7,314 萬 | 0.02% | −92,562−12.9% | 減碼 |
| Envestnet Asset Management Inc | 589,371 | $6,896 萬 | 0.02% | +95,100+19.2% | 加碼 |
| Citadel Advisors LLC | 582,956 | $6,821 萬 | 0.06% | +8,852+1.5% | 加碼 |
| SEI Investments Co | 567,824 | $6,644 萬 | 0.08% | −46,587−7.6% | 減碼 |
| National Pension Service | 563,279 | $6,590 萬 | 0.06% | +2,260+0.4% | 加碼 |
| Swiss National Bank | 558,200 | $6,531 萬 | 0.04% | +600+0.1% | 加碼 |
| Kinetic Partners Management, LP | 530,553 | $6,207 萬 | 3.39% | −408,150−43.5% | 減碼 |
| Todd Asset Management LLC | 526,148 | $6,156 萬 | 1.33% | +6,259+1.2% | 加碼 |
| Standard Life Aberdeen plc | 518,770 | $6,070 萬 | 0.10% | +487,708+1,570.1% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 501,620 | $5,869 萬 | 0.21% | −8,766−1.7% | 減碼 |
| Clal Insurance Enterprises Holdings Ltd | 490,000 | $5,733 萬 | 0.56% | −122,941−20.1% | 減碼 |
| Vanguard Group Inc | 471,003 | $5,511 萬 | 0.00% | +7,844+1.7% | 加碼 |
| Point72 Asset Management, L.P. | 468,482 | $5,481 萬 | 0.13% | +468,482 | 新進 |
| Janney Montgomery Scott LLC | 463,604 | $5,424 萬 | 0.14% | +5,111+1.1% | 加碼 |
| Invesco Ltd. | 459,459 | $5,376 萬 | 0.01% | +138,843+43.3% | 加碼 |
| Aristotle Capital Boston, LLC | 427,389 | $5,000 萬 | 2.55% | −97,467−18.6% | 減碼 |
| Bank of New York Mellon Corp | 426,147 | $4,986 萬 | 0.01% | −26,229−5.8% | 減碼 |
| Wells Fargo & Company | 412,563 | $4,827 萬 | 0.01% | −44,046−9.6% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 408,169 | $4,776 萬 | 0.03% | +3,744+0.9% | 加碼 |
| Artisan Partners Limited Partnership | 400,591 | $4,687 萬 | 0.07% | −27,196−6.4% | 減碼 |
| Jane Street Group, LLC | 381,663 | $4,465 萬 | 0.07% | +356,414+1,411.6% | 加碼 |
| Balyasny Asset Management LLC | 354,319 | $4,146 萬 | 0.09% | +349,802+7,744.1% | 加碼 |
| California Public Employees Retirement System | 344,574 | $4,032 萬 | 0.03% | +10,339+3.1% | 加碼 |
| Mangrove Partners | 340,904 | $3,989 萬 | 4.28% | 00.0% | 不變 |
| Canada Pension Plan Investment Board | 331,177 | $3,875 萬 | 0.03% | +23,076+7.5% | 加碼 |
| Cubist Systematic Strategies, LLC | 323,354 | $3,783 萬 | 0.41% | +323,354 | 新進 |
| Teachers Retirement System of the State of Kentucky | 322,270 | $3,771 萬 | 0.31% | 00.0% | 不變 |
| L1 Capital International Pty Ltd | 337,375 | $3,719 萬 | 9.13% | +14,493+4.5% | 加碼 |
| Wedge Capital Management L L P | 316,061 | $3,698 萬 | 0.66% | −28,776−8.3% | 減碼 |
| Scopia Capital Management LP | 310,481 | $3,633 萬 | 4.44% | −104,879−25.3% | 減碼 |
| Natixis Advisors, L.P. | 294,311 | $3,443 萬 | 0.05% | +48,879+19.9% | 加碼 |
| Luxor Capital Group, LP | 293,187 | $3,430 萬 | 4.47% | −125,618−30.0% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 287,276 | $3,361 萬 | 0.06% | −10,405−3.5% | 減碼 |
| River Road Asset Management, LLC | 313,018 | $3,357 萬 | 0.43% | −106,361−25.4% | 減碼 |
| BNP Paribas Arbitrage, SA | 280,253 | $3,279 萬 | 0.03% | +141,536+102.0% | 加碼 |
| Zurich Insurance Group Ltd | 261,738 | $3,062 萬 | 0.24% | +132,056+101.8% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 249,112 | $2,915 萬 | 0.07% | +161,212+183.4% | 加碼 |
| Charles Schwab Investment Management Inc | 244,099 | $2,856 萬 | 0.00% | +3,033+1.3% | 加碼 |
| Mackenzie Financial Corp | 237,515 | $2,779 萬 | 0.04% | −31,659−11.8% | 減碼 |
| Tocqueville Asset Management L.P. | 237,049 | $2,773 萬 | 0.42% | −69,321−22.6% | 減碼 |
| California State Teachers Retirement System | 235,467 | $2,755 萬 | 0.03% | −11,936−4.8% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 230,045 | $2,692 萬 | 0.02% | −848,957−78.7% | 減碼 |
| Engle Capital Management, L.P. | 225,000 | $2,633 萬 | 7.94% | +20,000+9.8% | 加碼 |