Willis Lease Finance WLFC Institutional Ownership

NASDAQ WLFC

$54.13 +0.71 (+1.33%)

As of: Aug 31, 2026 · 3:59 PM EDT

Institutions by Trading Activity

176 Institutions

Increased 130 73.9%

Unchanged 20 11.4%

Reduced 26 14.8%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

58.17%

▲+6.76 pp QoQ

Shares Held by Institutions

12.29Mn

of 21.13Mn outstanding

▲+19.50% 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)

+2.01Mn

accumulated since last quarter

Value of Holdings

$656.52Mn

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) is held by 124 institutional investors per 13F filings through March 2026.

These investors held 51.4% of outstanding shares in March 2026, up from 51.1% in December 2025.
Their total shares held in WLFC increased 11.05% from the prior quarter, while the number of investors in Willis Lease Finance increased 13.76% year over year.
Activity in WLFC broke down as 72 buyers, 34 sellers, and 18 unchanged among 124 total holders.
Altogether, these fund groups held 3.48Mn shares in WLFC by March 2026, up by 346.44K shares quarter on quarter, and up 567.39K shares year over year.
M3F, Inc. leads ownership in WLFC with 677.25K shares as of March 31, 2026, equal to 9.99% of outstanding shares.
Top purchasers of WLFC stock for the quarter ending March 2026 included VANGUARD CAPITAL MANAGEMENT LLC (112.13K), EverSource Wealth Advisors, LLC (111.2K), TWO SIGMA INVESTMENTS, LP (79.78K), VANGUARD PORTFOLIO MANAGEMENT LLC (22.04K), LSV ASSET MANAGEMENT (21.16K).
Top sellers of WLFC stock for the quarter ending March 2026 included Goldman Sachs Group Inc (50.7K), Buckley Capital Advisors, LLC (47.27K), UBS Group AG (22.75K), JANE STREET GROUP, LLC (16.9K), MILLENNIUM MANAGEMENT LLC (11.94K).
Business Quant data shows the 10 biggest positions in Willis Lease Finance as of March 2026 are held by M3F, Inc. (677.25K), DIMENSIONAL FUND ADVISORS LP (530.9K), RBF Capital, LLC (215.42K), BlackRock, Inc. (214.44K), RENAISSANCE TECHNOLOGIES LLC (197.82K), TWO SIGMA INVESTMENTS, LP (166.31K), VANGUARD CAPITAL MANAGEMENT LLC (112.13K), EverSource Wealth Advisors, LLC (111.2K), Four Tree Island Advisory LLC (105.42K), GEODE CAPITAL MANAGEMENT, LLC (76.31K).

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