WLFC · Company research
Willis Lease Finance Corp (WLFC): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableIndustrials
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| XTX Topco Ltd | 1828301 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4623 | 1057742 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Larson Financial Group LLC | 1731061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 89 | 20368 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1246 | 285085 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Brevan Howard Capital Management LP | 1512857 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3394 | 776547 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NAVELLIER & ASSOCIATES INC | 872163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 228800 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| RENAISSANCE TECHNOLOGIES LLC | 1037389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 197697 | 45233074 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| LPL Financial LLC | 1403438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4737 | 1083837 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 964 | 220563 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7900000 | 8580026 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VANGUARD ASSET MANAGEMENT, Ltd | 1680208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1819 | 416187 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Focus Partners Wealth | 1542153 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1225 | 280281 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1423442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1262 | 288746 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TENOR CAPITAL MANAGEMENT Co., L.P. | 1346554 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1837 | 420306 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Kohlberg Kravis Roberts & Co. L.P. | 1399770 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 250000 | 272023 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA ADVISORS GROUP, INC. | 1444949 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5180 | 1185184 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1177206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 985 | 225368 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Allspring Global Investments Holdings, LLC | 1890906 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35412 | 8102266 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 861177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3237 | 740626 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Luxor Capital Group, LP | 1316580 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 923 | 211182 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1983 | 453710 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Context Capital Management, LLC | 1301396 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17000000 | 18497583 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 241 | 55141 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Militia Capital Management LLC | 2130487 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4400 | 1006720 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| DENALI ADVISORS LLC | 1142941 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38450 | 8797360 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28609 | 6545739 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11604 | 2654995 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MALTESE CAPITAL MANAGEMENT LLC | 1040762 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8278 | 1894006 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13057 | 2987442 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Blackstone Inc. | 1393818 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2760 | 631488 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Carlson Capital, L.P. | 1056973 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4100 | 938080 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Quantinno Capital Management LP | 1759654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2068 | 473158 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Quantbot Technologies LP | 1512991 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2719 | 622107 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Swiss National Bank | 1582202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5800 | 1327040 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 750922 | 3282 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| Philadelphia Financial Management of San Francisco, LLC | 1351407 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 72763 | 16648176 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 700 | 160160 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7934 | 1815290 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7 | 1602 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 154 | 35235 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Vanguard Investments Australia, Ltd. | 1550100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 730 | 167024 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 229 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Arax Advisory Partners | 1586767 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 420 | 96096 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Balyasny Asset Management L.P. | 1218710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5000000 | 5442683 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Stone House Investment Management, LLC | 1696497 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12 | 2746 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| ADVENT CAPITAL MANAGEMENT /DE/ | 1097278 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2300000 | 2509482 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 620 | 141856 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Aequim Alternative Investments LP | 1728201 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10000000 | 10880931 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CAPSTONE INVESTMENT ADVISORS, LLC | 1426196 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1403 | 321006 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| BOOTHBAY FUND MANAGEMENT, LLC | 1549230 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5047 | 1154754 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ROYAL BANK OF CANADA | 1000275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5531 | 1265000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Buckley Capital Advisors, LLC | 2111611 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45936 | 10510157 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| WHITEBOX ADVISORS LLC | 1257391 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7000000 | 7581652 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GOLDMAN SACHS GROUP INC | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15709 | 3594219 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 1276470 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18768 | 4294118 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Caitong International Asset Management Co., Ltd | 1963355 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17 | 3890 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| PNC Financial Services Group, Inc. | 713676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26 | 5949 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Lighthouse Investment Partners, LLC | 1600344 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1710 | 391248 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ARISTEIA CAPITAL, L.L.C. | 1080171 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3678 | 841526 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SHENKMAN CAPITAL MANAGEMENT INC | 1275228 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3600000 | 4010659 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| PDT Partners, LLC | 1564702 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8500 | 1944800 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CANADA PENSION PLAN INVESTMENT BOARD | 1283718 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2300 | 526240 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WEDBUSH SECURITIES INC | 1142495 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8357 | 1912 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Rangeley Capital, LLC | 1517796 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4000 | 915200 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AXQ CAPITAL, LP | 1916908 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2457 | 562162 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| D. E. Shaw & Co., Inc. | 1009207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4000000 | 4369533 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Ghisallo Capital Management LLC | 1825214 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2500000 | 2712940 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LSV ASSET MANAGEMENT | 1050470 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100400 | 22972 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| SEI INVESTMENTS CO | 350894 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3381 | 775290 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Clearstead Advisors, LLC | 842775 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 229 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Merit Financial Group, LLC | 1621225 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 495 | 113159 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Invesco Ltd. | 914208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3332 | 762362 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Point72 Asset Management, L.P. | 1603466 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14297 | 3271154 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ALGERT GLOBAL LLC | 1275218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11050 | 2528240 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| RAYMOND JAMES FINANCIAL INC | 720005 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2620 | 599456 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1141802 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14 | 3203 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Lakewood Asset Management LLC | 1966581 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2127 | 486658 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| MILLENNIUM MANAGEMENT LLC | 1273087 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18000000 | 19635600 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AQR CAPITAL MANAGEMENT LLC | 1167557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26 | 5949 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Smartleaf Asset Management LLC | 2010393 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 266 | 59877 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1566 | 358300 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.