Willis Lease Finance Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| M3F, INC. | 04/28/2026 | 677.25 K | $115.31 M | 0.00% | 9.95% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 530.90 K | $90.39 M | -0.21% | 7.80% |
| BLACKROCK, INC. | 05/13/2026 | 214.44 K | $36.51 M | -4.08% | 3.15% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 197.82 K | $33.68 M | -2.36% | 2.91% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 166.31 K | $28.32 M | 92.20% | 2.44% |
| 05/15/2026 | 112.13 K | $19.09 M | 100.00% | 1.65% | |
| RBF CAPITAL, LLC | 05/18/2026 | 107.71 K | $18.34 M | 0.00% | 1.58% |
| FOUR TREE ISLAND ADVISORY LLC | 05/11/2026 | 105.42 K | $17.95 M | 3.09% | 1.55% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 76.31 K | $13.00 M | 3.89% | 1.12% |
| STATE STREET CORP | 05/15/2026 | 66.59 K | $11.34 M | 2.81% | 0.98% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 53.51 K | $9.11 M | 34.52% | 0.79% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 49.27 K | $8.39 M | 0.00% | 0.72% |
| MORGAN STANLEY | 05/15/2026 | 48.24 K | $8.21 M | 3.03% | 0.71% |
| PEKIN HARDY STRAUSS, INC. | 05/07/2026 | 44.98 K | $7.66 M | 21.06% | 0.66% |
| DENALI ADVISORS LLC | 05/08/2026 | 40.95 K | $6.97 M | 22.42% | 0.60% |
| 05/15/2026 | 39.24 K | $6.68 M | -54.65% | 0.58% | |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 38.44 K | $6.54 M | 76.28% | 0.56% |
| UBS GROUP AG | 05/05/2026 | 37.08 K | $6.31 M | -38.02% | 0.54% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 36.23 K | $6.17 M | 93.27% | 0.53% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 34.16 K | $5.82 M | 0.24% | 0.50% |
| NORTHERN TRUST CORP | 05/14/2026 | 32.15 K | $5.47 M | 3.89% | 0.47% |
| LSV ASSET MANAGEMENT | 05/11/2026 | 31.94 K | $5.44 M | 196.26% | 0.47% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 30.49 K | $5.19 M | -4.13% | 0.45% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 27.75 K | $4.73 M | -0.49% | 0.41% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 24.96 K | $4.25 M | 2.67% | 0.37% |
| PALISADES INVESTMENT PARTNERS, LLC | 04/30/2026 | 22.34 K | $3.80 M | 5.43% | 0.33% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 22.17 K | $3.78 M | -35.00% | 0.33% |
| 05/08/2026 | 22.04 K | $3.75 M | 100.00% | 0.32% | |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/06/2026 | 20.21 K | $3.44 M | 3.06% | 0.30% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 19.67 K | $3.35 M | 100.00% | 0.29% |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 05/15/2026 | 18.00 K | $3.07 M | 49.99% | 0.26% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/11/2026 | 17.74 K | $3.02 M | 0.00% | 0.26% |
| US BANCORP \DE\ | 05/15/2026 | 17.43 K | $2.97 M | 0.01% | 0.26% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 14.39 K | $2.45 M | -55.78% | 0.21% |
| KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 05/11/2026 | 14.10 K | $2.40 M | -0.05% | 0.21% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 05/14/2026 | 13.89 K | $2.37 M | 22.67% | 0.20% |
| LATASH INVESTMENTS, LLC | 05/13/2026 | 13.50 K | $2.30 M | 0.00% | 0.20% |
| SHIKIAR ASSET MANAGEMENT INC | 04/23/2026 | 12.47 K | $2.12 M | 100.00% | 0.18% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 12.32 K | $2.10 M | 95.87% | 0.18% |
| JUMP FINANCIAL, LLC | 05/14/2026 | 10.87 K | $1.85 M | -29.88% | 0.16% |
| MALTESE CAPITAL MANAGEMENT LLC | 05/15/2026 | 10.08 K | $1.72 M | 0.00% | 0.15% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 9.26 K | $1.58 M | 214.26% | 0.14% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 8.95 K | $1.52 M | 384.09% | 0.13% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 8.69 K | $1.48 M | -2.25% | 0.13% |
| WATERLOO CAPITAL, L.P. | 05/12/2026 | 7.59 K | $1.29 M | 100.00% | 0.11% |
| RHUMBLINE ADVISERS | 05/12/2026 | 6.81 K | $1.16 M | -2.85% | 0.10% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 6.68 K | $1.14 M | 100.00% | 0.10% |
| CITADEL ADVISORS LLC | 05/15/2026 | 6.21 K | $1.06 M | 156.23% | 0.09% |
| SWISS NATIONAL BANK | 05/07/2026 | 6.00 K | $1.02 M | 0.00% | 0.09% |
| BOOTHBAY FUND MANAGEMENT, LLC | 05/15/2026 | 5.75 K | $978.48 K | -52.28% | 0.08% |
Willis Lease Finance Corp. institutional Ownership - FAQ's
During the previous two years, 165 institutional investors and hedge funds held shares of Willis Lease Finance Corp.. The most heavily invested institutionals were:
M3F, Inc.: 677,248
DIMENSIONAL FUND ADVISORS LP: 530,903
BlackRock, Inc.: 214,442
RENAISSANCE TECHNOLOGIES LLC: 197,820
TWO SIGMA INVESTMENTS, LP: 166,311
RBF Capital, LLC: 107,711
48.33% of Willis Lease Finance Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 3.83 M shares in the last 24 months. This purchase volume represents approximately $682.06 M in transactions.