Willis Lease Finance WLFC Institutional Ownership

NASDAQ WLFC

$49.91 -0.83 (-1.64%)

At close: Sep 30, 2026 · 4:00 PM EDT

Institutions by Trading Activity

176 Institutions

Increased 130 73.9%

Unchanged 21 11.9%

Reduced 25 14.2%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

58.17%

▲+8.37 pp QoQ

Shares Held by Institutions

12.29Mn

of 21.13Mn outstanding

▲+23.38% QoQ

Shares Outstanding

21.13Mn

8.84Mn held outside 13F filers

Institutional Investors

176

filed 13F for Jun 2026

▲+51 vs prior quarter

Net Shares Added (QoQ)

+2.33Mn

accumulated since last quarter

Value of Holdings

$613.38Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Willis Lease Finance Corp (NASDAQ:WLFC) has 176 institutional investors that have filed 13F reports for the period ending June 2026.

Their combined ownership stood at 58.2% of outstanding shares in June 2026, up from 49.8% in March 2026.
They increased total shares held in WLFC by 23.38% quarter over quarter, and investors in Willis Lease Finance increased 60.0% from a year ago.
During the quarter, 130 of these 176 funds increased positions in WLFC, 25 reduced exposure, and 21 held steady.
In total, institutional investors held 12.29Mn shares in Willis Lease Finance as of June 2026, up by 2.33Mn shares quarter on quarter, and up 2.87Mn shares year over year.
M3F, Inc. holds the largest position in WLFC at 1.99Mn shares as of June 30, 2026, or 9.4% of shares outstanding.
The most significant purchases of WLFC for the quarter ending June 2026 came from Copeland Capital Management, LLC (273.7K), BlackRock, Inc. (260.5K), Philadelphia Financial Management of San Francisco, LLC (218.29K), LSV ASSET MANAGEMENT (205.39K), Palisades Investment Partners, LLC (122.1K).
Top sellers of WLFC stock for the quarter ending June 2026 included EverSource Wealth Advisors, LLC (333.59K), MILLENNIUM MANAGEMENT LLC (46.41K), M3F, Inc. (45.75K), Bank Of America Corp /De/ (23.86K), Raymond James Financial Inc (19.28K).
Per Business Quant data, the top 10 holders of Willis Lease Finance for the quarter ending June 2026 are M3F, Inc. (1.99Mn), DIMENSIONAL FUND ADVISORS LP (1.65Mn), BlackRock, Inc. (903.83K), RENAISSANCE TECHNOLOGIES LLC (593.09K), TWO SIGMA INVESTMENTS, LP (577.04K), VANGUARD CAPITAL MANAGEMENT LLC (388.56K), Four Tree Island Advisory LLC (324.48K), RBF Capital, LLC (323.13K), LSV ASSET MANAGEMENT (301.2K), GEODE CAPITAL MANAGEMENT, LLC (281.81K).

Form 13F Holdings

176 Institutional Holders

Report period 30 Jun, 2026

Total shares held 12.29Mn

Of outstanding 58.17%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	M3F, Inc.	0001511291	1,985,994	9.40%	▼45,750	-2.25%	$151.47K
2	DIMENSIONAL FUND ADVISORS LP	0000354204	1,645,182	7.79%	▲52,473	+3.29%	$125.47Mn
3	BlackRock, Inc.	0002012383	903,828	4.28%	▲260,502	+40.49%	$68.93Mn
4	RENAISSANCE TECHNOLOGIES LLC	0001037389	593,091	2.81%	▼369	-0.06%	$45.23Mn
5	TWO SIGMA INVESTMENTS, LP	0001179392	577,038	2.73%	▲78,105	+15.65%	$44.01Mn
6	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	388,560	1.84%	▲52,179	+15.51%	$29.63Mn
7	Four Tree Island Advisory LLC	0002048142	324,480	1.54%	▲8,217	+2.60%	$24.75Mn
8	RBF Capital, LLC	0001134621	323,133	1.53%	▼323,133	-50.00%	$24.64Mn
9	LSV ASSET MANAGEMENT	0001050470	301,200	1.43%	▲205,389	+214.37%	$22.97K
10	GEODE CAPITAL MANAGEMENT, LLC	0001214717	281,811	1.33%	▲52,878	+23.10%	$21.50Mn
11	Copeland Capital Management, LLC	0001541743	273,696	1.30%	▲273,696	0.00%	$20.87Mn
12	State Street Corp	0000093751	231,984	1.10%	▲32,205	+16.12%	$17.69Mn
13	Philadelphia Financial Management of San Francisco, LLC	0001351407	218,289	1.03%	▲218,289	0.00%	$16.65Mn
14	Morgan Stanley	0000895421	196,929	0.93%	▲52,212	+36.08%	$15.02Mn
15	UBS Group AG	0001610520	196,080	0.93%	▲84,855	+76.29%	$14.95Mn
16	BNP PARIBAS FINANCIAL MARKETS	0001166588	193,329	0.92%	▲101,874	+111.39%	$14.74Mn
17	Palisades Investment Partners, LLC	0001427373	189,117	0.90%	▲122,100	+182.19%	$14.42Mn
18	FIRST TRUST ADVISORS LP	0001125816	174,927	0.83%	▲66,240	+60.95%	$13.34Mn
19	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	147,822	0.70%	0	0.00%	$11.27Mn
20	Northern Trust Corp	0000073124	143,451	0.68%	▲46,992	+48.72%	$10.94Mn

Showing 1 to 20 of 176 holders