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。
2026 年第 1 季 13F 持有人
AerCap Holdings N.V. 在 2026/3/31 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
- 666
- 較 2025 年第 4 季 +39 家
- 持有股數
- 1.44 億
- 較 2025 年第 4 季 −299.5 萬 (−2.0%)
- 總市值
- $197.7 億
- 較 2025 年第 4 季 −$13.8 億 (−6.5%)
- 新進機構
- 100
- 另有 236 家加碼
- 清倉機構
- 61
- 另有 245 家減碼
另有 8 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Asset Management, Ltd | 217,748 | $2,987 萬 | 0.03% | +217,748 | 新進 |
| Intech Investment Management LLC | 210,772 | $2,891 萬 | 0.28% | +77,052+57.6% | 加碼 |
| Tocqueville Asset Management L.P. | 210,495 | $2,888 萬 | 0.43% | −2,770−1.3% | 減碼 |
| BNP Paribas Arbitrage, SA | 209,377 | $2,872 萬 | 0.02% | +101,890+94.8% | 加碼 |
| SG Americas Securities, LLC | 205,342 | $2,817 萬 | 0.03% | +38,392+23.0% | 加碼 |
| Victory Capital Management Inc | 201,802 | $2,768 萬 | 0.02% | +94,368+87.8% | 加碼 |
| Citadel Advisors LLC | 200,185 | $2,746 萬 | 0.02% | −52,507−20.8% | 減碼 |
| Vinva Investment Management Ltd | 203,706 | $2,699 萬 | 0.34% | +159,978+365.8% | 加碼 |
| IFM Investors Pty Ltd | 124,143 | $2,678 萬 | 0.22% | +89,651+259.9% | 加碼 |
| Arbejdsmarkedets Tillaegspension | 185,630 | $2,546 萬 | 0.63% | +19,138+11.5% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 184,614 | $2,533 萬 | 0.02% | +8,628+4.9% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 183,594 | $2,519 萬 | 0.03% | −54,695−23.0% | 減碼 |
| Bruce & Co., Inc. | 183,500 | $2,517 萬 | 7.20% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 182,006 | $2,497 萬 | 0.10% | −23,035−11.2% | 減碼 |
| Aviva PLC | 178,780 | $2,453 萬 | 0.04% | −6,762−3.6% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 178,196 | $2,444 萬 | 0.05% | +33,840+23.4% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 177,059 | $2,429 萬 | 0.36% | 00.0% | 不變 |
| Sienna Gestion | 179,654 | $2,389 萬 | 1.57% | +80,156+80.6% | 加碼 |
| Citigroup Inc | 166,389 | $2,283 萬 | 0.01% | +26,293+18.8% | 加碼 |
| Engle Capital Management, L.P. | 164,000 | $2,250 萬 | 7.67% | +44,000+36.7% | 加碼 |
| Pictet Asset Management Holding SA | 162,455 | $2,226 萬 | 0.02% | −3,712−2.2% | 減碼 |
| SEB Asset Management AB | 155,804 | $2,137 萬 | 0.09% | +155,804 | 新進 |
| Colony Group, LLC | 153,923 | $2,112 萬 | 0.02% | +5,570+3.8% | 加碼 |
| KLP Kapitalforvaltning AS | 151,900 | $2,084 萬 | 0.08% | +9,600+6.7% | 加碼 |
| Bank of Montreal | 148,513 | $2,037 萬 | 0.01% | −1,328−0.9% | 減碼 |
| Townsend & Associates, Inc | 146,535 | $2,026 萬 | 1.75% | +2,108+1.5% | 加碼 |
| O'Keefe Stevens Advisory, Inc. | 146,850 | $2,014 萬 | 4.98% | +6,371+4.5% | 加碼 |
| Empowered Funds, LLC | 144,721 | $1,985 萬 | 0.13% | +57,840+66.6% | 加碼 |
| Meridian Wealth Management, LLC | 138,276 | $1,897 萬 | 0.67% | +9,065+7.0% | 加碼 |
| Luxor Capital Group, LP | 137,310 | $1,884 萬 | 2.98% | −348,790−71.8% | 減碼 |
| Danske Bank A/S | 135,589 | $1,860 萬 | 0.04% | +28,089+26.1% | 加碼 |
| HSBC Holdings PLC | 134,778 | $1,844 萬 | 0.01% | +36,709+37.4% | 加碼 |
| Korea Investment CORP | 131,827 | $1,808 萬 | 0.04% | −5,666−4.1% | 減碼 |
| Vanguard Capital Management LLC | 128,366 | $1,761 萬 | 0.00% | +128,366 | 新進 |
| Lazard Asset Management LLC | 128,092 | $1,757 萬 | 0.03% | +20,226+18.8% | 加碼 |
| Robeco Institutional Asset Management B.V. | 127,819 | $1,753 萬 | 0.02% | +5,083+4.1% | 加碼 |
| Nippon Life Global Investors Americas, Inc. | 127,480 | $1,749 萬 | 0.79% | −61,950−32.7% | 減碼 |
| ION Fund Management Ltd | 125,000 | $1,715 萬 | 2.62% | −140,000−52.8% | 減碼 |
| Tudor Investment Corp Et Al | 122,434 | $1,680 萬 | 0.09% | +44,255+56.6% | 加碼 |
| Woodson Capital Management, LP | 120,000 | $1,646 萬 | 2.66% | −35,000−22.6% | 減碼 |
| Swedbank AB | 118,880 | $1,631 萬 | 0.02% | −6,095−4.9% | 減碼 |
| Thornburg Investment Management Inc | 115,348 | $1,582 萬 | 0.16% | −1,392−1.2% | 減碼 |
| HRT Financial LP | 110,883 | $1,521 萬 | 0.04% | +32,450+41.4% | 加碼 |
| DekaBank Deutsche Girozentrale | 107,117 | $1,494 萬 | 0.02% | 00.0% | 不變 |
| Robotti Robert | 106,494 | $1,461 萬 | 2.28% | −430−0.4% | 減碼 |
| Four Tree Island Advisory LLC | 104,039 | $1,427 萬 | 7.20% | −6,299−5.7% | 減碼 |
| Charter Oak Advisors LP | 100,426 | $1,378 萬 | 8.35% | +100,426 | 新進 |
| Janus Henderson Group PLC | 99,852 | $1,369 萬 | 0.01% | −8,200−7.6% | 減碼 |
| Andra AP-fonden | 98,143 | $1,346 萬 | 0.17% | +58,543+147.8% | 加碼 |
| First Trust Advisors LP | 97,470 | $1,337 萬 | 0.01% | −14,882−13.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 96,204 | $1,320 萬 | 0.01% | −38,601−28.6% | 減碼 |
| Public Sector Pension Investment Board | 92,605 | $1,270 萬 | 0.04% | +744+0.8% | 加碼 |
| Public Employees Retirement System of Ohio | 92,152 | $1,264 萬 | 0.04% | +20,808+29.2% | 加碼 |
| Cerity Partners LLC | 90,463 | $1,241 萬 | 0.02% | −282−0.3% | 減碼 |
| Quantinno Capital Management LP | 90,137 | $1,237 萬 | 0.02% | +11,504+14.6% | 加碼 |
| Kingdon Capital Management, L.L.C. | 90,000 | $1,235 萬 | 2.07% | +90,000 | 新進 |
| Heritage Investors Management Corp | 80,751 | $1,108 萬 | 0.34% | −1,021−1.2% | 減碼 |
| AQR Capital Management LLC | 78,817 | $1,081 萬 | 0.00% | −5,133−6.1% | 減碼 |
| Henry James International Management, Inc. | 78,141 | $1,072 萬 | 3.87% | −21,581−21.6% | 減碼 |
| Vanguard Investments Australia, Ltd. | 77,963 | $1,069 萬 | 0.03% | +77,963 | 新進 |
| LPL Financial LLC | 77,374 | $1,061 萬 | 0.00% | +3,283+4.4% | 加碼 |
| Mutual of America Capital Management LLC | 76,857 | $1,054 萬 | 0.12% | −1,333−1.7% | 減碼 |
| State of New Jersey Common Pension Fund D | 76,659 | $1,052 萬 | 0.04% | −4,100−5.1% | 減碼 |
| LGT Fund Management Co Ltd. | 75,904 | $1,041 萬 | 0.45% | 00.0% | 不變 |
| Steamboat Capital Partners, LLC | 75,356 | $1,034 萬 | 2.57% | −24,713−24.7% | 減碼 |
| First Manhattan Co | 74,522 | $1,022 萬 | 0.03% | 00.0% | 不變 |
| Tran Capital Management, L.P. | 74,360 | $1,020 萬 | 1.40% | 00.0% | 不變 |
| Eurizon Capital SGR S.p.A. | 73,629 | $1,004 萬 | 0.03% | +73,629 | 新進 |
| TD Asset Management Inc | 72,975 | $1,001 萬 | 0.01% | +5,912+8.8% | 加碼 |
| XTX Topco Ltd | 71,913 | $986.5 萬 | 0.17% | +65,640+1,046.4% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 70,652 | $969.2 萬 | 0.05% | +1,614+2.3% | 加碼 |
| English Capital Management LLC | 68,933 | $945.6 萬 | 5.57% | 00.0% | 不變 |
| Bayberry Capital Partners LP | 68,500 | $939.7 萬 | 3.11% | −44,100−39.2% | 減碼 |
| Achmea Investment Management B.V. | 67,396 | $924.5 萬 | 0.24% | +29,315+77.0% | 加碼 |
| Pekin Hardy Strauss, Inc. | 66,936 | $918.2 萬 | 0.96% | −219−0.3% | 減碼 |
| Hi-Line Capital Management, LLC | 66,793 | $916.3 萬 | 2.88% | +22,588+51.1% | 加碼 |
| Credit Agricole S A | 64,671 | $887.2 萬 | 0.03% | +21,828+50.9% | 加碼 |
| Philadelphia Financial Management of San Francisco, LLC | 64,253 | $881.4 萬 | 2.82% | +64,253 | 新進 |
| Asset Management One Co.,Ltd. | 63,253 | $867.7 萬 | 0.03% | −2,477−3.8% | 減碼 |
| Saudi Central Bank | 62,692 | $860.0 萬 | 0.18% | +62,692 | 新進 |
| Prudential PLC | 62,610 | $858.9 萬 | 0.07% | −3,757−5.7% | 減碼 |
| Stifel Financial Corp | 62,295 | $854.6 萬 | 0.01% | +3,860+6.6% | 加碼 |
| Harvest Investment Services, LLC | 62,225 | $853.6 萬 | 1.56% | −12,657−16.9% | 減碼 |
| IMC-Chicago, LLC | 61,520 | $843.9 萬 | 0.13% | +11,013+21.8% | 加碼 |
| Aquatic Capital Management LLC | 61,149 | $838.8 萬 | 0.24% | +61,149 | 新進 |
| Burney Co | 60,032 | $823.5 萬 | 0.26% | +23,937+66.3% | 加碼 |
| Nomura Asset Management Co Ltd | 59,347 | $814.1 萬 | 0.02% | +2,969+5.3% | 加碼 |
| Ninety One SA (PTY) Ltd | 59,863 | $813.6 萬 | 0.35% | +56,077+1,481.2% | 加碼 |
| Leeward Investments, LLC - MA | 59,284 | $813.3 萬 | 0.40% | −2,052−3.3% | 減碼 |
| Mubadala Investment Co PJSC | 58,689 | $805.1 萬 | 0.04% | +58,689 | 新進 |
| Barrow Hanley Mewhinney & Strauss LLC | 58,458 | $801.9 萬 | 0.03% | +7,801+15.4% | 加碼 |
| Renaissance Group LLC | 56,471 | $774.7 萬 | 0.32% | −1,325−2.3% | 減碼 |
| Tredje AP-fonden | 55,568 | $762.3 萬 | 0.04% | +55,568 | 新進 |
| Illinois Municipal Retirement Fund | 55,562 | $762.2 萬 | 0.10% | −25,846−31.7% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 55,000 | $754.5 萬 | 0.06% | −34,000−38.2% | 減碼 |
| Kepler Cheuvreux (Suisse) SA | 54,390 | $746.1 萬 | 0.50% | −38,905−41.7% | 減碼 |
| MML Investors Services, LLC | 54,316 | $745.1 萬 | 0.02% | −8,041−12.9% | 減碼 |
| DnB Asset Management AS | 54,279 | $744.6 萬 | 0.03% | +2,699+5.2% | 加碼 |
| Jump Financial, LLC | 53,642 | $735.9 萬 | 0.11% | −44,758−45.5% | 減碼 |
| State of Wisconsin Investment Board | 52,779 | $724.0 萬 | 0.02% | −8,900−14.4% | 減碼 |