Willis Lease Finance Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| M3F, INC. | 08/13/2026 | 662.00 K | $151.47 M | -2.25% | 9.40% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 548.39 K | $125.47 M | 3.29% | 7.79% |
| BLACKROCK, INC. | 08/07/2026 | 301.28 K | $68.93 M | 40.49% | 4.28% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 197.70 K | $45.23 M | -0.06% | 2.81% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 192.35 K | $44.01 M | 15.65% | 2.73% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 129.52 K | $29.63 M | 15.51% | 1.84% |
| FOUR TREE ISLAND ADVISORY LLC | 08/07/2026 | 108.16 K | $24.75 M | 2.60% | 1.54% |
| RBF CAPITAL, LLC | 08/14/2026 | 107.71 K | $24.64 M | 0.00% | 1.53% |
| LSV ASSET MANAGEMENT | 08/06/2026 | 100.40 K | $22.97 M | 214.37% | 1.43% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 93.94 K | $21.50 M | 23.10% | 1.33% |
| COPELAND CAPITAL MANAGEMENT, LLC | 08/04/2026 | 91.23 K | $20.87 M | 100.00% | 1.30% |
| STATE STREET CORP | 08/07/2026 | 77.33 K | $17.69 M | 16.12% | 1.10% |
| PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC | 08/14/2026 | 72.76 K | $16.65 M | 100.00% | 1.03% |
| MORGAN STANLEY | 08/13/2026 | 65.64 K | $15.02 M | 36.08% | 0.93% |
| UBS GROUP AG | 08/13/2026 | 65.36 K | $14.95 M | 76.29% | 0.93% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 64.44 K | $14.74 M | 111.39% | 0.92% |
| PALISADES INVESTMENT PARTNERS, LLC | 08/04/2026 | 63.04 K | $14.42 M | 182.19% | 0.90% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 58.31 K | $13.34 M | 60.95% | 0.83% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 49.27 K | $11.27 M | 0.00% | 0.70% |
| NORTHERN TRUST CORP | 08/13/2026 | 47.82 K | $10.94 M | 48.72% | 0.68% |
| BUCKLEY CAPITAL ADVISORS, LLC | 08/11/2026 | 45.94 K | $10.51 M | 17.08% | 0.65% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 45.56 K | $10.42 M | -14.86% | 0.65% |
| PEKIN HARDY STRAUSS, INC. | 07/30/2026 | 42.23 K | $9.66 M | -6.12% | 0.60% |
| DENALI ADVISORS LLC | 08/10/2026 | 38.45 K | $8.80 M | -6.11% | 0.55% |
| HRT FINANCIAL LP | 08/14/2026 | 38.15 K | $8.73 M | 100.00% | 0.54% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 37.13 K | $8.50 M | 8.70% | 0.53% |
| CITADEL ADVISORS LLC | 09/02/2026 | 37.03 K | $8.47 M | 496.20% | 0.53% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 35.41 K | $8.10 M | -7.87% | 0.50% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 29.61 K | $6.77 M | 34.34% | 0.42% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 27.92 K | $6.39 M | 11.85% | 0.40% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 27.92 K | $6.39 M | 100.00% | 0.40% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 27.75 K | $6.35 M | 0.00% | 0.39% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 22.49 K | $5.15 M | 14.32% | 0.32% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/29/2026 | 20.71 K | $4.74 M | 2.47% | 0.29% |
| JPMORGAN CHASE & CO | 08/12/2026 | 19.52 K | $4.39 M | 1,244.42% | 0.28% |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 18.77 K | $4.29 M | 4.26% | 0.27% |
| SHIKIAR ASSET MANAGEMENT INC | 07/21/2026 | 18.57 K | $4.25 M | 48.88% | 0.26% |
| US BANCORP \DE\ | 08/12/2026 | 18.18 K | $4.16 M | 4.31% | 0.26% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 17.42 K | $3.98 M | 21.04% | 0.25% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/13/2026 | 16.27 K | $3.72 M | -8.27% | 0.23% |
| NUVEEN, LLC | 08/11/2026 | 16.08 K | $3.68 M | 311.54% | 0.23% |
| TUDOR INVESTMENT CORP ET AL | 08/14/2026 | 15.88 K | $3.63 M | 100.00% | 0.23% |
| UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 08/06/2026 | 15.41 K | $3.53 M | 100.00% | 0.22% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 08/14/2026 | 14.51 K | $3.32 M | 4.46% | 0.21% |
| POINT72 ASSET MANAGEMENT, L.P. | 08/14/2026 | 14.30 K | $3.27 M | 100.00% | 0.20% |
| LATASH INVESTMENTS, LLC | 08/11/2026 | 13.50 K | $3.09 M | 0.00% | 0.19% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 12.32 K | $2.82 M | 100.00% | 0.17% |
| LINDEN ADVISORS LP | 08/14/2026 | 11.53 K | $2.64 M | 100.00% | 0.16% |
| FIRST PACIFIC ADVISORS, LP | 08/14/2026 | 11.44 K | $2.62 M | 100.00% | 0.16% |
| ALGERT GLOBAL LLC | 08/13/2026 | 11.05 K | $2.53 M | 100.00% | 0.16% |
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Willis Lease Finance Corp. institutional Ownership - FAQ's
During the previous two years, 222 institutional investors and hedge funds held shares of Willis Lease Finance Corp.. The most heavily invested institutionals were:
M3F, Inc.: 661,998
DIMENSIONAL FUND ADVISORS LP: 548,394
BlackRock, Inc.: 301,276
RENAISSANCE TECHNOLOGIES LLC: 197,697
TWO SIGMA INVESTMENTS, LP: 192,346
VANGUARD CAPITAL MANAGEMENT LLC: 129,520
58.18% of Willis Lease Finance Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 4.85 M shares in the last 24 months. This purchase volume represents approximately $862.16 M in transactions.