Willis Lease Finance Corp (WLFC) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

6,222,807Shares Outstanding

363,223Shares held by institutions

$71,362,423Value of institutional holdings

39.41%Institutional ownership %

4.90%Shares Changed QoQ

53No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Willis Lease Finance Corp (NASDAQ:WLFC) is held by 110 institutional firms.

The percentage of Willis Lease Finance owned by institutions changed from 47.0% in September 2025 to 48.4% in December 2025, marking a slight up trend.
In percentage terms, this reflects as a holdings change of 6.79% quarter on quarter, and an increase of 5.77% year over year.
A review of institutional activity for Willis Lease Finance shows 46 of 110 filers increasing their positions, while 46 reduced their stake, and 18 remained unchanged.
This class of investors increased its holdings in Willis Lease Finance to 3.41Mn shares for the 13F-cycle ending December 2025, up by 216.64K shares quarter on quarter, and up 643.84K shares year over year.
M3F, Inc.'s holding of 677.25K shares as of December 31, 2025 makes it the primary institutional investor in Willis Lease Finance, owning 9.62% of the stock.
Among the most significant buyers of Willis Lease Finance during December 2025 were RBF Capital, LLC (107.71K), Buckley Capital Advisors, LLC (86.51K), M3F, Inc. (71.22K), DENALI ADVISORS LLC (29.65K), Allspring Global Investments Holdings, LLC (21.80K).
Leading sellers of Willis Lease Finance stock in December 2025 included MORGAN STANLEY (66.67K), UBS Group AG (32.37K), MILLENNIUM MANAGEMENT LLC (31.90K), RENAISSANCE TECHNOLOGIES LLC (30.80K), TWO SIGMA INVESTMENTS, LP (14.85K).
The top 10 institutional holders of Willis Lease Finance for the quarter ending December 2025 included M3F, Inc. (677.25K), DIMENSIONAL FUND ADVISORS LP (532.04K), BlackRock, Inc. (223.55K), RBF Capital, LLC (215.42K), RENAISSANCE TECHNOLOGIES LLC (202.60K), VANGUARD GROUP INC (154.44K), TWO SIGMA ADVISERS, LP (103.30K), Four Tree Island Advisory LLC (102.26K), TWO SIGMA INVESTMENTS, LP (86.53K), Buckley Capital Advisors, LLC (86.51K).

110 Institutional Holders

363,223 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
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	-4,493	-10.15%	$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
DENALI ADVISORS LLC	31 Dec, 2025	33,452	29,652	780.32%	$4,537,429.00

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