Willis Lease Finance WLFC Institutional Ownership

NASDAQ WLFC

$40.30 +1.19 (+3.04%)

At close: Oct 22, 2026 · 4:00 PM EDT

Institutions by Trading Activity

175 Institutions

Increased 129 73.7%

Unchanged 21 12.0%

Reduced 25 14.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

57.73%

▲+9.80 pp QoQ

Shares Held by Institutions

12.21Mn

of 21.14Mn outstanding

▲+20.53% QoQ

Shares Outstanding

21.14Mn

8.94Mn held outside 13F filers

Institutional Investors

175

filed 13F for Jun 2026

▲+50 vs prior quarter

Net Shares Added (QoQ)

+2.08Mn

accumulated since last quarter

Value of Holdings

$477.37Mn

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

Updated Oct 11, 2026

Willis Lease Finance Corp (NASDAQ:WLFC) was reported as a holding by 175 institutional investors in 13F filings for the quarter ended June 30, 2026.

Collectively, these holders controlled 57.73% of Willis Lease Finance's outstanding shares in Q2 2026, up from 47.92% in Q1 2026.
Total shares held in WLFC rose 20.53% from Q1 2026; the number of holders rose 62.04% from Q2 2025.
Among the 175 holders of Willis Lease Finance, 129 added to their positions, 25 reduced their stakes and 21 left their positions unchanged.
Institutional investors held 12.21Mn shares of Willis Lease Finance in total at the end of Q2 2026, up 2.08Mn from the prior quarter and up 2.79Mn from a year earlier.
As of June 30, 2026, M3F, Inc. held the largest stake in Willis Lease Finance with 1.99Mn shares, or 9.39% of shares outstanding.
Among holders that already owned Willis Lease Finance, the biggest buyers in Q2 2026 were BlackRock, Inc. (+260.5K shares), LSV Asset Management (+205.39K shares), Palisades Investment Partners, LLC (+122.1K shares), BNP Paribas Financial Markets (+101.87K shares) and Citadel Advisors LLC (+92.46K shares).
On the other side, among holders that kept a position in Willis Lease Finance, the largest reductions in Q2 2026 came from EverSource Wealth Advisors, LLC (-333.59K shares), Millennium Management LLC (-46.41K shares), M3F, Inc. (-45.75K shares), Bank of America Corp (-23.86K shares) and Raymond James Financial Inc (-19.27K shares).
Per Business Quant data, the 10 largest holders of Willis Lease Finance at the end of Q2 2026 were M3F, Inc. (1.99Mn shares), Dimensional Fund Advisors LP (1.65Mn shares), BlackRock, Inc. (903.83K shares), Renaissance Technologies LLC (593.09K shares), Two Sigma Investments, LP (577.04K shares), Vanguard Capital Management LLC (388.56K shares), Four Tree Island Advisory LLC (324.48K shares), RBF Capital, LLC (323.13K shares), LSV Asset Management (301.2K shares) and Geode Capital Management, LLC (281.81K shares).

Form 13F Holdings

175 Institutional Holders

Report period 30 Jun, 2026

Total shares held 12.21Mn

Of outstanding 57.73%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	M3F, Inc.	0001511291	1,985,994	9.39%	▼45,750	-2.25%	$151.47K
2	DIMENSIONAL FUND ADVISORS LP	0000354204	1,645,182	7.78%	▲52,473	+3.29%	$125.47Mn
3	BlackRock, Inc.	0002012383	903,828	4.27%	▲260,502	+40.49%	$68.93Mn
4	RENAISSANCE TECHNOLOGIES LLC	0001037389	593,091	2.80%	▼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	1.53%	▲8,217	+2.60%	$24.75Mn
8	RBF Capital, LLC	0001134621	323,133	1.53%	0	0.00%	$24.64Mn
9	LSV ASSET MANAGEMENT	0001050470	301,200	1.42%	▲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	1.29%	▲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	0.91%	▲101,874	+111.39%	$14.74Mn
17	Palisades Investment Partners, LLC	0001427373	189,117	0.89%	▲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 175 holders