Willis Lease Finance Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| M3F, INC. | 11/12/2025 | 606.03 K | $83.08 M | 6.89% | 9.05% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 540.69 K | $74.12 M | -2.74% | 8.07% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 233.40 K | $32.00 M | -2.53% | 3.48% |
| BLACKROCK, INC. | 11/12/2025 | 216.28 K | $29.65 M | -11.74% | 3.23% |
| VANGUARD GROUP INC | 11/07/2025 | 142.64 K | $19.55 M | -23.58% | 2.13% |
| MORGAN STANLEY | 11/14/2025 | 113.49 K | $15.56 M | -10.64% | 1.69% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 110.40 K | $15.13 M | 204.13% | 1.65% |
| RBF CAPITAL, LLC | 11/14/2025 | 107.71 K | $14.77 M | 0.00% | 1.61% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 101.39 K | $13.90 M | 9.80% | 1.51% |
| FOUR TREE ISLAND ADVISORY LLC | 11/07/2025 | 98.47 K | $13.43 M | 5.39% | 1.47% |
| UBS GROUP AG | 11/13/2025 | 92.19 K | $12.64 M | 14.96% | 1.38% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 72.51 K | $9.94 M | -12.23% | 1.08% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 66.01 K | $9.05 M | 1,498.26% | 0.99% |
| STATE STREET CORP | 11/14/2025 | 65.01 K | $8.91 M | -2.86% | 0.97% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 49.27 K | $6.75 M | -20.53% | 0.74% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 44.27 K | $6.07 M | 3.57% | 0.66% |
| PEKIN HARDY STRAUSS, INC. | 11/10/2025 | 40.98 K | $5.62 M | 2.86% | 0.61% |
| NORTHERN TRUST CORP | 11/14/2025 | 33.28 K | $4.56 M | -10.45% | 0.50% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 28.87 K | $3.96 M | 131.71% | 0.43% |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 11/14/2025 | 28.50 K | $3.91 M | -21.92% | 0.43% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 27.68 K | $3.79 M | 0.42% | 0.41% |
| APIS CAPITAL ADVISORS, LLC | 11/14/2025 | 25.40 K | $3.48 M | 2.42% | 0.38% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 25.04 K | $3.43 M | -1.18% | 0.37% |
| JANE STREET GROUP, LLC | 11/14/2025 | 23.19 K | $3.18 M | 100.00% | 0.35% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 22.08 K | $3.03 M | -45.21% | 0.33% |
| PALISADES INVESTMENT PARTNERS, LLC | 10/30/2025 | 20.75 K | $2.84 M | 0.46% | 0.31% |
| CANADA PENSION PLAN INVESTMENT BOARD | 11/13/2025 | 19.90 K | $2.73 M | 100.00% | 0.30% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 19.13 K | $2.62 M | -5.02% | 0.29% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/13/2025 | 17.74 K | $2.43 M | -10.18% | 0.26% |
| JUMP FINANCIAL, LLC | 11/13/2025 | 17.46 K | $2.39 M | -55.01% | 0.26% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 15.34 K | $2.10 M | 25.57% | 0.23% |
| KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 11/03/2025 | 14.63 K | $2.01 M | 3.09% | 0.22% |
| LATASH INVESTMENTS, LLC | 11/12/2025 | 13.50 K | $1.85 M | 0.00% | 0.20% |
| JPMORGAN CHASE & CO | 11/26/2025 | 12.95 K | $1.78 M | -52.63% | 0.19% |
| HRT FINANCIAL LP | 11/14/2025 | 12.49 K | $1.71 M | 228.96% | 0.19% |
| NEW YORK STATE COMMON RETIREMENT FUND | 11/03/2025 | 11.91 K | $1.63 M | 20.19% | 0.18% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 11.78 K | $1.61 M | -4.24% | 0.18% |
| POINT72 ASSET MANAGEMENT, L.P. | 11/14/2025 | 11.60 K | $1.59 M | 222.22% | 0.17% |
| MALTESE CAPITAL MANAGEMENT LLC | 11/14/2025 | 10.08 K | $1.38 M | -6.49% | 0.15% |
| WEDBUSH SECURITIES INC | 11/06/2025 | 9.29 K | $1.27 M | 100.00% | 0.14% |
| RHUMBLINE ADVISERS | 11/06/2025 | 8.11 K | $1.11 M | -3.58% | 0.12% |
| BRINKER CAPITAL INVESTMENTS, LLC | 11/12/2025 | 7.58 K | $1.04 M | 96.04% | 0.11% |
| CITADEL ADVISORS LLC | 11/14/2025 | 6.77 K | $928.65 K | 109.79% | 0.10% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 6.31 K | $864.35 K | 21.27% | 0.09% |
| BOOTHBAY FUND MANAGEMENT, LLC | 11/14/2025 | 6.18 K | $847.77 K | 37.73% | 0.09% |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 11/14/2025 | 6.00 K | $822.54 K | 0.00% | 0.09% |
| SWISS NATIONAL BANK | 11/13/2025 | 6.00 K | $822.54 K | 17.65% | 0.09% |
| QUANTBOT TECHNOLOGIES LP | 11/12/2025 | 5.49 K | $752.90 K | -46.76% | 0.08% |
| CITIGROUP INC | 11/10/2025 | 5.47 K | $749.88 K | 74.15% | 0.08% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 11/14/2025 | 5.26 K | $720.96 K | 100.00% | 0.08% |
Willis Lease Finance Corporation institutional Ownership - FAQ's
During the previous two years, 166 institutional investors and hedge funds held shares of Willis Lease Finance Corporation. The most heavily invested institutionals were:
M3F, Inc.: 606,026
DIMENSIONAL FUND ADVISORS LP: 540,690
RENAISSANCE TECHNOLOGIES LLC: 233,397
BlackRock, Inc.: 216,275
VANGUARD GROUP INC: 142,640
MORGAN STANLEY: 113,488
49.38% of Willis Lease Finance Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 3.79 M shares in the last 24 months. This purchase volume represents approximately $518.57 M in transactions.