AerCap Holdings N.V. (AER) Institutional Ownership
Q1 2026 13F Data|Updated 2026-06-13
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Institutional ownership decreased this quarter (-9.94 pp), representing a broadly distributed shareholder base.
Institutional Ownership75.0%$17.5B total value · ▼ 9.94 pp vs prior quarter
Can exceed 100% due to securities lending, short interest, and reporting timing differences.
Smart Money Score46 / 100Neutral
Based on ownership concentration, fund quality, buying/selling activity, conviction signals, and institutional trend.
Institutions & Flow651 holders+32 net flow (+108 / -76)
AI Insights & Key Takeaways
- Positive Institutional Flow (+32)
- Two Sigma Investments, Lp maintains a significant position
- Top 10 holders control 39.4% of institutional value
- No Insider Signal
Top Institutional Holders of AER
Ranked by reported Q1 2026 13F market value
Top 10 Holders
39.4%
Top 25 Holders
61.1%
Share of total reported institutional value in AER held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 12.9M | $1.77B | +3.0% | 7.753% | 0.03% |
| 2 | EAGLE CAPITAL MANAGEMENT LLC | 7.3M | $1.00B | -28.1% | 4.384% | 3.36% |
| 3 | HARRIS ASSOCIATES L P | 5.9M | $809.6M | +1.1% | 3.537% | 1.08% |
Quarterly Institutional Activity
Filings activity in AER during Q1 2026, grouped by how each filer changed its position.
New Buyers
108Institutions that opened a new AER position in Q1 2026
AER Institutional Ownership by Quarter
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 651 | +5.2% | 74.97% | 9.94 pp | $17.51B | 12% |
| Q4 2025 | 619 | +12% | 84.91% | +15.32 pp | $19.84B | +22% |
| Q3 2025 | 555 | 3.8% | 69.59% | 4.90 pp | $16.26B | 6.6% |
| Q2 2025 | 577 | +7.4% | 74.49% | +11.06 pp | $17.40B | +17% |
| Q1 2025 | 537 | +1.1% | 63.43% | +1.25 pp | $14.82B | +2.0% |
| Q4 2024 | 531 |
AER — Frequently Asked Questions
Quick answers to the most common questions about buying AER stock.
What percentage of AER is owned by institutions?
Based on Q1 2026 13F filings, institutional ownership of AerCap Holdings N.V. stands at 75.0%, held across 651 reporting institutions.
Who is the largest institutional holder of AER?
BlackRock, Inc. is the largest reported institutional holder of AER, with approximately 12,938,190 shares worth $1.77B as of Q1 2026.
Is AER a hedge fund favorite?
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of AER, including TWO SIGMA INVESTMENTS, LP.
What is AER's Smart Money Score?
Our composite Smart Money Score for AER is 46 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
How many institutions bought AER this quarter?
108 institutions opened new positions in AER during Q1 2026, while 76 fully exited. 164 added to existing positions and 376 trimmed.