Willis Lease Finance Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 511,472 | $106.15 M | 3.54% | 7.77% |
| M3F, INC. | 02/13/2025 | 504,229 | $104.65 M | -11.42% | 7.66% |
| RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 237,897 | $49.38 M | -2.50% | 3.61% |
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 198,349 | $41.17 M | 4.64% | 3.01% |
| OPHIR ASSET MANAGEMENT PTY LTD | 02/14/2025 | 168,667 | $35.01 M | 100.00% | 2.56% |
| VANGUARD GROUP INC | 02/11/2025 | 142,100 | $29.49 M | 15.51% | 2.16% |
| RBF CAPITAL, LLC | 02/14/2025 | 107,611 | $22.33 M | 0.00% | 1.63% |
| 01/29/2025 | 78,381 | $16.27 M | 100.00% | 1.19% | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/14/2025 | 73,565 | $15.27 M | -3.09% | 1.12% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 67,158 | $13.94 M | 0.20% | 1.02% |
| UBS GROUP AG | 02/14/2025 | 52,892 | $10.98 M | 1,869.17% | 0.80% |
| PHASE 2 PARTNERS, LLC | 02/14/2025 | 37,455 | $7.77 M | -28.56% | 0.57% |
| EMPOWERED FUNDS, LLC | 01/28/2025 | 34,628 | $7.19 M | 4.91% | 0.53% |
| PEKIN HARDY STRAUSS, INC. | 02/04/2025 | 29,776 | $6.18 M | -0.05% | 0.45% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 23,188 | $4.81 M | 0.86% | 0.35% |
| PALISADES INVESTMENT PARTNERS, LLC | 02/18/2025 | 20,928 | $4.34 M | 9.46% | 0.32% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2025 | 20,295 | $4.21 M | 14.90% | 0.31% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 18,770 | $3.90 M | 11.85% | 0.29% |
| ONE FIN CAPITAL MANAGEMENT LP | 02/14/2025 | 16,455 | $3.42 M | 100.00% | 0.25% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 15,259 | $3.17 M | 109.29% | 0.23% |
| ROYAL BANK OF CANADA | 02/14/2025 | 14,197 | $2.95 M | 0.10% | 0.22% |
| LATASH INVESTMENTS, LLC | 02/12/2025 | 13,500 | $2.80 M | -15.63% | 0.21% |
| MALTESE CAPITAL MANAGEMENT LLC | 02/14/2025 | 10,783 | $2.24 M | -7.70% | 0.16% |
| APIS CAPITAL ADVISORS, LLC | 02/14/2025 | 9,300 | $1.93 M | 100.00% | 0.14% |
| NEW YORK STATE COMMON RETIREMENT FUND | 01/31/2025 | 9,205 | $1.91 M | 0.00% | 0.14% |
| FIRST TRUST ADVISORS LP | 02/13/2025 | 8,962 | $1.86 M | -9.74% | 0.14% |
| KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 02/11/2025 | 8,764 | $1.82 M | 100.00% | 0.13% |
| OPTIONS SOLUTIONS, LLC | 02/14/2025 | 8,104 | $1.68 M | -1.59% | 0.12% |
| RHUMBLINE ADVISERS | 01/30/2025 | 7,073 | $1.47 M | 5.54% | 0.11% |
| AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 6,958 | $1.44 M | -71.20% | 0.11% |
| NAVELLIER & ASSOCIATES INC | 02/03/2025 | 6,890 | $1.43 M | 95.24% | 0.10% |
| AQR CAPITAL MANAGEMENT LLC | 02/14/2025 | 5,961 | $1.24 M | 100.00% | 0.09% |
| SWISS NATIONAL BANK | 02/10/2025 | 5,800 | $1.20 M | 100.00% | 0.09% |
| TUDOR INVESTMENT CORP ET AL | 02/14/2025 | 5,789 | $1.20 M | 100.00% | 0.09% |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 5,783 | $1.20 M | 1.46% | 0.09% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 02/12/2025 | 5,282 | $1.10 M | 21.48% | 0.08% |
| BROWN ADVISORY INC | 02/14/2025 | 5,000 | $1.04 M | 0.00% | 0.08% |
| BARCLAYS PLC | 02/13/2025 | 4,913 | $1.02 M | 31.43% | 0.07% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 4,321 | $896,824 | 100.00% | 0.07% |
| JPMORGAN CHASE & CO | 02/12/2025 | 4,289 | $890,182 | 147.92% | 0.07% |
| EAM INVESTORS, LLC | 02/13/2025 | 3,944 | $818,577 | -61.83% | 0.06% |
| HRT FINANCIAL LP | 02/14/2025 | 3,914 | $812,000 | 88.99% | 0.06% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 3,774 | $783,294 | -0.87% | 0.06% |
| MERCER GLOBAL ADVISORS INC /ADV | 02/14/2025 | 3,020 | $626,801 | 100.00% | 0.05% |
| XTX TOPCO LTD | 02/13/2025 | 2,895 | $600,857 | 100.00% | 0.04% |
| ALLIANCEBERNSTEIN L.P. | 02/12/2025 | 2,820 | $585,291 | 102.88% | 0.04% |
| RITHOLTZ WEALTH MANAGEMENT | 01/15/2025 | 2,778 | $576,601 | 32.48% | 0.04% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 02/14/2025 | 2,759 | $572,630 | 1,213.81% | 0.04% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/14/2025 | 2,672 | $555,000 | -24.71% | 0.04% |
| LEGAL & GENERAL GROUP PLC | 02/13/2025 | 2,617 | $543,159 | 934.39% | 0.04% |
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Willis Lease Finance Corporation institutional Ownership - FAQ's
During the previous two years, 124 institutional investors and hedge funds held shares of Willis Lease Finance Corporation. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 511,472
M3F, Inc.: 504,229
RENAISSANCE TECHNOLOGIES LLC: 237,897
BlackRock Funding, Inc. /DE: 198,349
Ophir Asset Management Pty Ltd: 168,667
VANGUARD GROUP INC: 142,100
41.97% of Willis Lease Finance Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 3.08 M shares in the last 24 months. This purchase volume represents approximately $659.80 M in transactions.