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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 59,224 | $692.9 萬 | 0.02% | −1,351−2.2% | 減碼 |
| Stenahm Asset Managment Ltd | 60,200 | $704.3 萬 | 3.07% | +60,200 | 新進 |
| Nomura Asset Management Co Ltd | 61,485 | $719.4 萬 | 0.02% | +3,900+6.8% | 加碼 |
| Schonfeld Strategic Advisors LLC | 61,519 | $719.8 萬 | 0.05% | −9,895−13.9% | 減碼 |
| Renaissance Group LLC | 62,247 | $728.3 萬 | 0.28% | +250+0.4% | 加碼 |
| La Banque Postale Asset Management SA | 63,125 | $738.6 萬 | 0.10% | −604−0.9% | 減碼 |
| Stifel Financial Corp | 63,650 | $744.7 萬 | 0.01% | −12,232−16.1% | 減碼 |
| TD Asset Management Inc | 64,729 | $757.3 萬 | 0.01% | −2,754−4.1% | 減碼 |
| Quantbot Technologies LP | 64,830 | $758.5 萬 | 0.19% | +49,170+314.0% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 65,000 | $760.5 萬 | 0.06% | 00.0% | 不變 |
| Asset Management One Co.,Ltd. | 69,655 | $815.0 萬 | 0.03% | −1,805−2.5% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 70,094 | $820.1 萬 | 0.05% | +85+0.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 70,752 | $827.8 萬 | 0.01% | +2,864+4.2% | 加碼 |
| Boothbay Fund Management, LLC | 71,264 | $833.8 萬 | 0.26% | −9,100−11.3% | 減碼 |
| Public Employees Retirement System of Ohio | 72,275 | $845.6 萬 | 0.03% | −7,164−9.0% | 減碼 |
| Hudson Bay Capital Management LP | 72,400 | $847.1 萬 | 0.06% | +45,400+168.1% | 加碼 |
| VR Advisory Services Ltd | 73,000 | $854.1 萬 | 2.28% | 00.0% | 不變 |
| GCM Grosvenor Holdings, LLC | 74,320 | $869.5 萬 | 1.25% | −88,324−54.3% | 減碼 |
| First Manhattan Co | 74,600 | $872.8 萬 | 0.02% | −79−0.1% | 減碼 |
| State of Wisconsin Investment Board | 75,379 | $881.9 萬 | 0.02% | +20,000+36.1% | 加碼 |
| LGT Fund Management Co Ltd. | 75,904 | $888.1 萬 | 0.78% | −9,489−11.1% | 減碼 |
| Tran Capital Management, L.P. | 76,315 | $892.9 萬 | 1.05% | −700−0.9% | 減碼 |
| Generate Investment Management Ltd | 78,082 | $913.6 萬 | 0.51% | +29,739+61.5% | 加碼 |
| Prudential PLC | 78,547 | $919.0 萬 | 0.06% | +17,260+28.2% | 加碼 |
| Mutual of America Capital Management LLC | 78,715 | $921.0 萬 | 0.10% | 00.0% | 不變 |
| Hiddenite Capital Partners LP | 80,000 | $936.0 萬 | 5.59% | 00.0% | 不變 |
| Pinnbrook Capital Management LP | 80,229 | $938.7 萬 | 2.46% | +40,760+103.3% | 加碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 81,223 | $950.3 萬 | 0.03% | +2,595+3.3% | 加碼 |
| English Capital Management LLC | 82,756 | $968.2 萬 | 6.40% | 00.0% | 不變 |
| Illinois Municipal Retirement Fund | 83,183 | $973.2 萬 | 0.13% | +35,027+72.7% | 加碼 |
| Qsemble Capital Management, LP | 84,353 | $986.9 萬 | 0.95% | +33,583+66.1% | 加碼 |
| Group One Trading, L.P. | 84,769 | $991.8 萬 | 0.33% | +49,313+139.1% | 加碼 |
| Heritage Investors Management Corp | 86,054 | $1,007 萬 | 0.32% | −4,952−5.4% | 減碼 |
| State of New Jersey Common Pension Fund D | 86,159 | $1,008 萬 | 0.04% | −3,800−4.2% | 減碼 |
| Campbell & CO Investment Adviser LLC | 88,114 | $1,031 萬 | 0.65% | +88,114 | 新進 |
| Cerity Partners LLC | 88,219 | $1,032 萬 | 0.02% | −1,288−1.4% | 減碼 |
| Pekin Hardy Strauss, Inc. | 89,096 | $1,042 萬 | 1.19% | +4,835+5.7% | 加碼 |
| Trexquant Investment LP | 89,930 | $1,052 萬 | 0.12% | −18,638−17.2% | 減碼 |
| Glenmede Investment Management, LP | 92,597 | $1,083 萬 | 0.05% | +92,597 | 新進 |
| Lazard Asset Management LLC | 93,373 | $1,092 萬 | 0.02% | +41,901+81.4% | 加碼 |
| Woodline Partners LP | 96,895 | $1,134 萬 | 0.06% | −9,791−9.2% | 減碼 |
| Aryeh Capital Management Ltd. | 96,985 | $1,135 萬 | 8.89% | −35,700−26.9% | 減碼 |
| Kize Capital LP | 98,730 | $1,155 萬 | 10.38% | +16,000+19.3% | 加碼 |
| Four Tree Island Advisory LLC | 99,243 | $1,161 萬 | 8.17% | −6,990−6.6% | 減碼 |
| Public Sector Pension Investment Board | 99,661 | $1,166 萬 | 0.05% | −5,600−5.3% | 減碼 |
| Danske Bank A/S | 102,170 | $1,195 萬 | 0.03% | +18,670+22.4% | 加碼 |
| LSV Asset Management | 102,500 | $1,199 萬 | 0.03% | +57,270+126.6% | 加碼 |
| Cooper Investors Pty Ltd | 105,389 | $1,233 萬 | 2.24% | −736−0.7% | 減碼 |
| Robotti Robert | 107,283 | $1,255 萬 | 2.35% | −1,264−1.2% | 減碼 |
| DekaBank Deutsche Girozentrale | 107,117 | $1,259 萬 | 0.02% | +2,909+2.8% | 加碼 |
| Henry James International Management, Inc. | 107,917 | $1,263 萬 | 4.15% | −18,082−14.4% | 減碼 |
| Toroso Investments, LLC | 108,026 | $1,264 萬 | 0.08% | −2,025−1.8% | 減碼 |
| Janus Henderson Group PLC | 108,052 | $1,264 萬 | 0.01% | −975−0.9% | 減碼 |
| Daiwa Securities Group Inc. | 111,069 | $1,300 萬 | 0.05% | +27,740+33.3% | 加碼 |
| O'Keefe Stevens Advisory, Inc. | 111,293 | $1,302 萬 | 3.66% | +4,590+4.3% | 加碼 |
| Clough Capital Partners L P | 112,082 | $1,311 萬 | 1.32% | +112,082 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 114,582 | $1,341 萬 | 0.01% | +3,166+2.8% | 加碼 |
| Steamboat Capital Partners, LLC | 117,505 | $1,375 萬 | 3.91% | −12,495−9.6% | 減碼 |
| Bruni J V & Co | 119,086 | $1,393 萬 | 1.47% | +119,086 | 新進 |
| Robeco Institutional Asset Management B.V. | 119,381 | $1,397 萬 | 0.02% | −1,944−1.6% | 減碼 |
| HSBC Holdings PLC | 121,558 | $1,425 萬 | 0.01% | +37,100+43.9% | 加碼 |
| Leeward Investments, LLC - MA | 125,128 | $1,464 萬 | 0.78% | −3,118−2.4% | 減碼 |
| Swedbank AB | 128,308 | $1,501 萬 | 0.02% | +128,308 | 新進 |
| Townsend & Associates, Inc | 139,015 | $1,559 萬 | 1.55% | −19,027−12.0% | 減碼 |
| New York State Common Retirement Fund | 134,347 | $1,572 萬 | 0.02% | −312,484−69.9% | 減碼 |
| Meridian Wealth Management, LLC | 137,086 | $1,604 萬 | 0.68% | +30,543+28.7% | 加碼 |
| Teacher Retirement System of Texas | 137,164 | $1,605 萬 | 0.07% | +954+0.7% | 加碼 |
| Korea Investment CORP | 146,235 | $1,711 萬 | 0.04% | +12,939+9.7% | 加碼 |
| American Century Companies Inc | 146,279 | $1,711 萬 | 0.01% | +16,938+13.1% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 146,400 | $1,713 萬 | 0.04% | +4,101+2.9% | 加碼 |
| Barclays PLC | 149,236 | $1,746 萬 | 0.01% | +63,654+74.4% | 加碼 |
| Alyeska Investment Group, L.P. | 149,662 | $1,751 萬 | 0.06% | −239,521−61.5% | 減碼 |
| Kovitz Investment Group Partners, LLC | 150,852 | $1,765 萬 | 0.08% | +150,852 | 新進 |
| Marshall Wace, LLP | 150,946 | $1,766 萬 | 0.02% | +41,947+38.5% | 加碼 |
| The PNC Financial Services Group, Inc. | 152,170 | $1,780 萬 | 0.01% | −8,988−5.6% | 減碼 |
| Citigroup Inc | 156,944 | $1,836 萬 | 0.01% | +8,084+5.4% | 加碼 |
| Bayberry Capital Partners LP | 164,100 | $1,920 萬 | 6.34% | −5,900−3.5% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 165,622 | $1,938 萬 | 0.02% | +11,922+7.8% | 加碼 |
| Woodson Capital Management, LP | 169,000 | $1,977 萬 | 3.55% | −10,731−6.0% | 減碼 |
| KLP Kapitalforvaltning AS | 169,000 | $1,977 萬 | 0.09% | +7,400+4.6% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 173,818 | $2,034 萬 | 0.44% | +173,818 | 新進 |
| Bank of Montreal | 177,018 | $2,071 萬 | 0.01% | −201,114−53.2% | 減碼 |
| Pictet Asset Management Holding SA | 177,320 | $2,074 萬 | 0.02% | +8,874+5.3% | 加碼 |
| M3F, Inc. | 177,500 | $2,077 萬 | 5.86% | +5,000+2.9% | 加碼 |
| HRT Financial LP | 178,551 | $2,089 萬 | 0.09% | +66,190+58.9% | 加碼 |
| Allianz Asset Management GmbH | 180,215 | $2,109 萬 | 0.03% | +45,423+33.7% | 加碼 |
| Royal Bank of Canada | 181,500 | $2,124 萬 | 0.00% | −52,705−22.5% | 減碼 |
| Bruce & Co., Inc. | 183,500 | $2,147 萬 | 6.96% | 00.0% | 不變 |
| Verition Fund Management LLC | 184,327 | $2,157 萬 | 0.12% | −49,819−21.3% | 減碼 |
| BW Gestao de Investimentos Ltda. | 194,045 | $2,270 萬 | 2.15% | +5,000+2.6% | 加碼 |
| Storebrand Asset Management AS | 198,610 | $2,324 萬 | 0.07% | +9,018+4.8% | 加碼 |
| Aviva PLC | 201,647 | $2,359 萬 | 0.05% | −10,943−5.1% | 減碼 |
| Victory Capital Management Inc | 204,461 | $2,392 萬 | 0.02% | +126,219+161.3% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 211,180 | $2,471 萬 | 0.06% | +1,903+0.9% | 加碼 |
| Jump Financial, LLC | 222,851 | $2,607 萬 | 0.32% | +153,409+220.9% | 加碼 |
| AustralianSuper Pty Ltd | 223,478 | $2,615 萬 | 0.13% | +148,380+197.6% | 加碼 |
| Engle Capital Management, L.P. | 225,000 | $2,633 萬 | 7.94% | +20,000+9.8% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 230,045 | $2,692 萬 | 0.02% | −848,957−78.7% | 減碼 |
| California State Teachers Retirement System | 235,467 | $2,755 萬 | 0.03% | −11,936−4.8% | 減碼 |
| Tocqueville Asset Management L.P. | 237,049 | $2,773 萬 | 0.42% | −69,321−22.6% | 減碼 |