Ranked by reported Q1 2026 13F market value
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% |
| 4 | STATE STREET CORP | 5.1M | $698.8M | -0.4% | 3.053% | 0.02% |
| 5 | FRANKLIN RESOURCES INC | 3.8M | $519.8M | +10.9% | 2.271% | 0.13% |
| 6 | TWO SIGMA INVESTMENTS, LP | 3.5M | $485.0M | +129.8% | 2.119% | 0.39% |
| 7 | DONALD SMITH & CO., INC. | 3.2M | $432.2M | +2.2% | 1.888% | 7.78% |
| 8 | 59 North Capital Management, LP | 3.1M | $428.5M | -5.7% | 1.872% | 12.78% |
| 9 | Ninety One UK Ltd | 2.8M | $385.5M | +0.2% | 1.684% | 0.89% |
| 10 | Mawer Investment Management Ltd. | 2.7M | $367.6M | -18.1% | 1.606% | 2.38% |
| 11 | LYRICAL ASSET MANAGEMENT LP | 2.6M | $356.9M | -6.5% | 1.559% | 5.44% |
| 12 | LONDON CO OF VIRGINIA | 2.5M | $349.0M | -7.9% | 1.524% | 2.15% |
| 13 | WGI DM, LLC | 2.5M | $338.4M | -4.6% | 1.478% | 33.86% |
| 14 | Allspring Global Investments Holdings, LLC | 2.4M | $337.3M | -12.4% | 1.444% | 0.57% |
| 15 | Amundi | 2.1M | $286.5M | -9.3% | 1.251% | 0.08% |
| 16 | WELLINGTON MANAGEMENT GROUP LLP | 1.9M | $255.7M | -9.2% | 1.117% | 0.05% |
| 17 | MORGAN STANLEY | 1.8M | $252.5M | +5.4% | 1.103% | 0.02% |
| 18 | UBS ASSET MANAGEMENT AMERICAS INC | 1.7M | $229.6M | -14.9% | 1.003% | 0.05% |
| 19 | AMERIPRISE FINANCIAL INC | 1.7M | $227.9M | -13.0% | 0.996% | 0.05% |
| 20 | GEODE CAPITAL MANAGEMENT, LLC | 1.6M | $212.8M | -3.2% | 0.938% | 0.01% |
| 21 | BANK OF AMERICA CORP /DE/ | 1.5M | $211.9M | -5.0% | 0.926% | 0.02% |
| 22 | AustralianSuper Pty Ltd | 1.4M | $198.8M | +4.2% | 0.868% | 1.04% |
| 23 | TOMS Capital Investment Management LP | 1.4M | $191.2M | — | 0.835% | 7.67% |
| 24 | L1 Capital International Pty Ltd | 1.3M | $184.5M | -11.9% | 0.806% | 11.00% |
| 25 | DEUTSCHE BANK AG\ | 1.2M | $168.7M | +9.8% | 0.737% | 0.06% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in AER — a direct measure of their conviction.
Filings activity in AER during Q1 2026, grouped by how each filer changed its position.
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 | +1.9% | 62.18% | +0.03 pp | $14.53B | +0.0% |
| Q3 2024 | 521 | +6.5% | 62.15% | 2.37 pp | $14.52B | 3.7% |
| Q2 2024 | 489 | — | 64.52% | — | $15.07B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying AER stock.
Based on Q1 2026 13F filings, institutional ownership of AerCap Holdings N.V. stands at 75.0%, held across 651 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of AER, with approximately 12,938,190 shares worth $1.77B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of AER, including TWO SIGMA INVESTMENTS, LP.
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.
108 institutions opened new positions in AER during Q1 2026, while 76 fully exited. 164 added to existing positions and 376 trimmed.
AER institutional ownership fell by 9.94 percentage points quarter-over-quarter, with a net change of +32 holders.
The top 10 institutions account for 39.4% of all reported 13F value in AER, and the top 25 account for 61.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
AerCap Holdings N.V. (AER) Institutional Ownership