Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in AL held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 12.8M | $831.0M | +2.5% | 11.422% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6.2M | $405.8M | — | 5.578% | 0.02% |
| 3 | HBK INVESTMENTS L P | 5.5M | $358.9M | +20.1% | 4.933% | 4.67% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 4.6M | $296.5M | — | 4.075% | 0.01% |
| 5 | FIL Ltd | 4.5M | $291.0M | +0.2% | 4.000% | 0.23% |
| 6 | STATE STREET CORP | 3.4M | $221.6M | +1.7% | 3.036% | 0.01% |
| 7 | O'Connor Alternative Investments LLC | 2.9M | $185.7M | — | 2.553% | 15.93% |
| 8 | AMERICAN CENTURY COMPANIES INC | 2.8M | $182.1M | -4.2% | 2.503% | 0.09% |
| 9 | Qube Research & Technologies Ltd | 2.5M | $163.5M | +42.9% | 2.247% | 0.19% |
| 10 | Pentwater Capital Management LP | 2.4M | $155.6M | +7.0% | 2.139% | 0.81% |
| 11 | MORGAN STANLEY | 2.3M | $149.7M | +144.6% | 2.057% | 0.01% |
| 12 | UBS Group AG | 2.2M | $142.6M | -22.1% | 1.961% | 0.02% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 2.2M | $141.8M | +15.9% | 1.948% | 0.01% |
| 14 | AQR CAPITAL MANAGEMENT LLC | 2.0M | $127.7M | -20.6% | 1.755% | 0.06% |
| 15 | CNH PARTNERS LLC | 1.7M | $108.8M | +12.8% | 1.496% | 1.79% |
| 16 | CITIGROUP INC | 1.7M | $108.0M | +710.4% | 1.485% | 0.05% |
| 17 | BARCLAYS PLC | 1.7M | $107.5M | +4077.7% | 1.477% | 0.04% |
| 18 | GOLDMAN SACHS GROUP INC | 1.5M | $97.6M | +198.2% | 1.341% | 0.01% |
| 19 | ALPINE ASSOCIATES MANAGEMENT INC. | 1.4M | $89.8M | +23.6% | 1.234% | 5.29% |
| 20 | Magnetar Financial LLC | 1.3M | $87.2M | -15.4% | 1.198% | 0.89% |
| 21 | MILLENNIUM MANAGEMENT LLC | 1.2M | $81.0M | +390.0% | 1.114% | 0.05% |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2M | $79.2M | +2.1% | 1.088% | 0.01% |
| 23 | HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS, L.P. | 1.2M | $75.9M | +52.8% | 1.043% | 5.21% |
| 24 | BALYASNY ASSET MANAGEMENT LLC | 1.1M | $69.1M | — | 0.950% | 0.24% |
| 25 | Amundi | 1.1M | $68.3M | +996.2% | 0.939% | 0.02% |
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 AL — a direct measure of their conviction.
Filings activity in AL during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new AL position in Q1 2026
Institutions that fully closed their AL position in Q1 2026
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 | 423 | 7.4% | 87.65% | +1.96 pp | $6.38B | +2.3% |
| Q4 2025 | 457 | +2.5% | 85.69% | +1.43 pp | $6.24B | +1.7% |
| Q3 2025 | 446 | +5.7% | 84.26% | +2.91 pp | $6.14B | +3.6% |
| Q2 2025 | 422 | +9.9% | 81.35% | +10.36 pp | $5.92B | +15% |
| Q1 2025 | 384 | +8.2% | 70.99% | +3.13 pp | $5.17B | +4.6% |
| Q4 2024 | 355 | +2.0% | 67.86% | +3.24 pp | $4.94B | +5.0% |
| Q3 2024 | 348 | +1.5% | 64.62% | 2.74 pp | $4.71B | 4.1% |
| Q2 2024 | 343 | — | 67.36% | — | $4.91B | — |
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 AL stock.
Based on Q1 2026 13F filings, institutional ownership of Air Lease Corporation stands at 87.6%, held across 423 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of AL, with approximately 12,796,880 shares worth $0.83B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of AL, including MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for AL is 48 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
63 institutions opened new positions in AL during Q1 2026, while 97 fully exited. 229 added to existing positions and 130 trimmed.
AL institutional ownership rose by 1.96 percentage points quarter-over-quarter, with a net change of -34 holders.
The top 10 institutions account for 48.4% of all reported 13F value in AL, and the top 25 account for 72.5%.
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.
Air Lease Corporation (AL) Institutional Ownership