Recent Quarter Total Invested
$362.67 M
Recent Quarter Institutional Ownership Percentage
37.04%
Total Invested of Last Quarter
$164.77 M
Ownership Percentage of Last Quarter
37.23%
Willis Lease Finance Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| M3F, INC. | 11/13/2024 | 569,229 | $84.71 M | -8.44% | 8.65% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 493,972 | $73.50 M | 1.31% | 7.50% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 243,997 | $36.31 M | -0.61% | 3.71% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 189,557 | $28.21 M | 100.00% | 2.88% |
| VANGUARD GROUP INC | 11/13/2024 | 123,022 | $18.31 M | 0.96% | 1.87% |
| RBF CAPITAL, LLC | 11/14/2024 | 107,611 | $16.01 M | 0.00% | 1.63% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 75,908 | $11.30 M | 9.88% | 1.15% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 67,021 | $9.98 M | 2.90% | 1.02% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 60,342 | $8.98 M | -2.46% | 0.92% |
| PHASE 2 PARTNERS, LLC | 11/14/2024 | 52,428 | $7.80 M | -25.52% | 0.80% |
| MORGAN STANLEY | 11/14/2024 | 45,855 | $6.82 M | 11.62% | 0.70% |
| STATE STREET CORP | 11/14/2024 | 39,926 | $5.94 M | 7.56% | 0.61% |
| EMPOWERED FUNDS, LLC | 11/06/2024 | 33,008 | $4.91 M | 39.38% | 0.50% |
| PEKIN HARDY STRAUSS, INC. | 11/12/2024 | 29,791 | $4.14 M | 100.00% | 0.45% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 24,157 | $3.59 M | 100.00% | 0.37% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 22,990 | $3.42 M | 173.69% | 0.35% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/08/2024 | 17,663 | $2.63 M | 48.03% | 0.27% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 16,782 | $2.50 M | -14.95% | 0.26% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 16,206 | $2.41 M | 100.00% | 0.25% |
| LATASH INVESTMENTS, LLC | 11/14/2024 | 16,000 | $2.38 M | -20.00% | 0.24% |
| ROYAL BANK OF CANADA | 11/14/2024 | 14,183 | $2.11 M | 0.40% | 0.22% |
| MALTESE CAPITAL MANAGEMENT LLC | 11/14/2024 | 11,683 | $1.74 M | 0.00% | 0.18% |
| EAM INVESTORS, LLC | 11/13/2024 | 10,332 | $1.54 M | -22.76% | 0.16% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 9,929 | $1.48 M | 100.00% | 0.15% |
| NEW YORK STATE COMMON RETIREMENT FUND | 10/28/2024 | 9,205 | $1.37 M | -13.20% | 0.14% |
| OPTIONS SOLUTIONS, LLC | 11/14/2024 | 8,235 | $1.23 M | 100.00% | 0.13% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 7,291 | $1.08 M | 0.43% | 0.11% |
| RHUMBLINE ADVISERS | 11/12/2024 | 6,702 | $997,313 | 0.16% | 0.10% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 5,700 | $848,216 | 7.55% | 0.09% |
| BROWN ADVISORY INC | 11/13/2024 | 5,000 | $744,050 | 0.00% | 0.08% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 4,882 | $726,490 | 100.00% | 0.07% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11/12/2024 | 4,348 | $782,640 | 100.00% | 0.07% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 3,807 | $566,520 | -1.04% | 0.06% |
| BARCLAYS PLC | 11/19/2024 | 3,738 | $556,000 | 221.69% | 0.06% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 3,578 | $532,442 | -72.22% | 0.05% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 3,549 | $529,000 | -22.58% | 0.05% |
| NAVELLIER & ASSOCIATES INC | 11/12/2024 | 3,529 | $525,150 | 100.00% | 0.05% |
| UBS GROUP AG | 11/14/2024 | 2,686 | $399,704 | 20.99% | 0.04% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 11/14/2024 | 2,638 | $392,561 | 100.00% | 0.04% |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 11/12/2024 | 2,400 | $357,144 | -7.69% | 0.04% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 11/04/2024 | 2,120 | $315,477 | -54.51% | 0.03% |
| RITHOLTZ WEALTH MANAGEMENT | 10/10/2024 | 2,097 | $312,056 | 100.00% | 0.03% |
| HRT FINANCIAL LP | 11/12/2024 | 2,071 | $308,000 | 100.00% | 0.03% |
| FRANKLIN RESOURCES INC | 11/27/2024 | 1,901 | $342,180 | 100.00% | 0.03% |
| MARINER, LLC | 11/13/2024 | 1,769 | $263,245 | 100.00% | 0.03% |
| JPMORGAN CHASE & CO | 11/08/2024 | 1,730 | $257,442 | -43.43% | 0.03% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 11/13/2024 | 1,674 | $249,108 | 0.00% | 0.03% |
| BOOTHBAY FUND MANAGEMENT, LLC | 11/14/2024 | 1,599 | $237,947 | 100.00% | 0.02% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2024 | 1,556 | $231,548 | -4.36% | 0.02% |
| COREBRIDGE FINANCIAL, INC. | 11/13/2024 | 1,525 | $226,935 | -7.80% | 0.02% |
Willis Lease Finance Corporationinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of WLFC shares?
During the previous two years, 97 institutional investors and hedge funds held shares of Willis Lease Finance Corporation. The most heavily invested institutionals were:
M3F, Inc.: 569,229
DIMENSIONAL FUND ADVISORS LP: 493,972
RENAISSANCE TECHNOLOGIES LLC: 243,997
BlackRock Funding, Inc. /DE: 189,557
VANGUARD GROUP INC: 123,022
RBF Capital, LLC: 107,611
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What percentage of Willis Lease Finance Corporation stock is owned by institutional investors?
37.04% of Willis Lease Finance Corporation stock is owned by institutional investors.
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How much institutional buying is happening at WLFC ?
Institutional investors have bought a total of 2.84 M shares in the last 24 months. This purchase volume represents approximately $585.64 M in transactions.