Willis Lease Finance Corp (WLFC) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

7,031,000Shares Outstanding

3,452,353Shares held by institutions

$656,171,473Value of institutional holdings

49.10%Institutional ownership %

5.74%Shares Changed QoQ

113No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Willis Lease Finance Corp (NASDAQ:WLFC) showed up in the 13F filings of 113 institutional investors as of December 2025.

These investors held 48.6% of outstanding shares in December 2025, up from 47.5% in September 2025.
Their total shares held in WLFC increased 5.11% quarter over quarter, and separately, investors owning Willis Lease Finance increased 8.65% from a year ago.
Of these 113 funds, 50 grew their exposure to Willis Lease Finance, 45 cut back, and 18 maintained positions.
In total, institutional investors held 3.42Mn shares in Willis Lease Finance as of December 2025, up by 166.24K shares quarter on quarter, and up 588.17K shares year over year.
SHIKIAR ASSET MANAGEMENT INC is the top holder of Willis Lease Finance as of December 31, 2025, with 12.47K shares representing 0.18% of outstanding stock.
Leading buyers of Willis Lease Finance shares for the quarter ending December 2025 were SHIKIAR ASSET MANAGEMENT INC (12.47K), Lakewood Asset Management LLC (1.27K), Stone House Investment Management, LLC (6), Farther Finance Advisors, LLC (1), GAMMA Investing LLC (1).
The largest sales of WLFC for the quarter ending December 2025 came from WEDBUSH SECURITIES INC (200), Sterling Capital Management LLC (62).
Business Quant data shows the 10 biggest positions in Willis Lease Finance as of December 2025 are held by SHIKIAR ASSET MANAGEMENT INC (12.47K), WEDBUSH SECURITIES INC (8.68K), Lakewood Asset Management LLC (1.27K), State of Alaska, Department of Revenue (982), Farther Finance Advisors, LLC (90), Sterling Capital Management LLC (86), EASTERN BANK (81), Stone House Investment Management, LLC (12), Root Financial Partners, LLC (5), CoreCap Advisors, LLC (1).

113 Institutional Holders

3,452,353 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
M3F, Inc.	31 Dec, 2025	677,248	71,222	11.75%	$91,862.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	532,041	-8,649	-1.60%	$72,167,698.00
BlackRock, Inc.	31 Dec, 2025	223,553	7,278	3.37%	$30,322,728.00
RBF Capital, LLC	31 Dec, 2025	215,422	107,711	100.00%	$29,219,840.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	202,597	-30,800	-13.20%	$27,480,257.00
VANGUARD GROUP INC	31 Dec, 2025	154,440	11,800	8.27%	$20,948,242.00
TWO SIGMA ADVISERS, LP	31 Dec, 2025	103,300	-7,100	-6.43%	$14,011,612.00
Four Tree Island Advisory LLC	31 Dec, 2025	102,259	3,793	3.85%	$13,870,411.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	86,532	-14,854	-14.65%	$11,737,200.00
Buckley Capital Advisors, LLC	31 Dec, 2025	86,510	86,510	0.00%	$11,734,216.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	73,452	947	1.31%	$9,965,416.00
Goldman Sachs Group Inc	31 Dec, 2025	65,086	49,744	324.23%	$8,828,266.00
State Street Corp	31 Dec, 2025	64,772	-234	-0.36%	$8,785,674.00
UBS Group AG	31 Dec, 2025	59,821	-32,373	-35.11%	$8,114,121.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC	31 Dec, 2025	49,274	0	0.00%	$6,683,525.00
Morgan Stanley	31 Dec, 2025	46,819	-66,669	-58.75%	$6,350,694.00
Bank Of America Corp /De/	31 Dec, 2025	39,777	-48,763	-55.07%	$5,395,353.00
Pekin Hardy Strauss, Inc.	31 Dec, 2025	37,152	-3,825	-9.33%	$5,039,297.00
MILLENNIUM MANAGEMENT LLC	31 Dec, 2025	34,111	-31,897	-48.32%	$4,626,816.00
Bank of New York Mellon Corp	31 Dec, 2025	34,074	14,945	78.13%	$4,621,798.00

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