Aercap Holdings NVAER
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 596 institutions reported holding Aercap Holdings NV (AER) in their 13F filings, up 34 from Q1 2025. 83 opened new positions and 51 sold out. The largest holders were Eagle Capital Management LLC ($1.5B), BlackRock, Inc. ($1.3B) and State Street Corp. ($584.8M). 9 famous investors held it, including Pat Dorsey (14.3% of Dorsey Asset Management's portfolio), George Soros (2.5% of Soros Fund Management's portfolio) and David E. Shaw (0.5% of D. E. Shaw & Co.'s portfolio).
- Company
- Aercap Holdings NV
- CUSIP
- N00985106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 83 | $412.7M |
| Exits | 51 | $71.0M |
All 13F filers, Q1 2025 → Q2 2025: 15,028,377 shares bought and 18,162,009 shares sold, net −3,133,632 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 596 holders
| Eagle Capital Management LLC | 4.94% | Reduce -5.2% | 12,812,346 | $1.5B |
| BlackRock, Inc. | 0.02% | Reduce -2.6% | 10,947,479 | $1.3B |
| State Street Corp. | 0.02% | Add +0.0% | 4,998,198 | $584.8M |
| Wellington Management Group LLP | 0.10% | Reduce -42.1% | 4,707,441 | $550.8M |
| Allspring Global Investments Holdings, LLC | 0.90% | Reduce -21.8% | 4,637,607 | $536.0M |
| D. E. Shaw & Co. | 0.54% | Add +9.8% | 4,323,594 | $505.9M |
| T. Rowe Price Associates Inc. | 0.06% | Add +136.7% | 4,293,868 | $502.4M |
| 59 North Capital Management, LP | 17.84% | Reduce -18.0% | 4,271,324 | $499.7M |
| Franklin Resources Inc. | 0.13% | Reduce -18.5% | 4,150,255 | $485.6M |
| London Co. of Virginia | 2.10% | Reduce -7.1% | 3,174,167 | $371.4M |
| Donald Smith & Co., Inc. | 8.63% | Reduce -5.0% | 3,133,638 | $366.6M |
| JPMorgan Chase & Co. | 0.02% | Add +25.0% | 2,873,872 | $336.2M |
| Lyrical Asset Management LP | 4.74% | Reduce -7.5% | 2,811,389 | $328.9M |
| Ninety One UK Ltd | 0.77% | Add +44.8% | 2,794,925 | $327.0M |
| Cooke & Bieler LP | 2.98% | Reduce -11.4% | 2,545,106 | $297.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.06% | Add +4.3% | 2,367,657 | $277.0M |
| Amundi | 0.09% | Reduce -22.1% | 2,283,592 | $262.7M |
| Morgan Stanley | 0.02% | Add +16.1% | 2,176,601 | $254.7M |
| Lord, Abbett & Co. LLC | 0.82% | Reduce -3.4% | 2,069,141 | $242.1M |
| Norges Bank | 0.03% | Reduce -2.6% | 2,063,178 | $241.4M |
| Ameriprise Financial Inc. | 0.06% | Reduce -0.9% | 1,933,543 | $226.8M |
| Wgi Dm, LLC | 10.98% | Add +103.4% | 1,817,636 | $212.7M |
| Geode Capital Management, LLC | 0.01% | Reduce -2.9% | 1,576,105 | $182.4M |
| Mawer Investment Management Ltd. | 0.92% | New | 1,550,229 | $181.4M |
| Neuberger Berman Group LLC | 0.13% | Reduce -2.3% | 1,492,100 | $174.6M |
| Bank of America Corp. | 0.01% | Reduce -14.8% | 1,454,736 | $170.2M |
| Empyrean Capital Partners, LP | 8.72% | Add +3.6% | 1,432,000 | $167.5M |
| Redwood Capital Management, LLC | 33.80% | Reduce -13.2% | 1,409,863 | $165.0M |
| Dorsey Asset Management | 14.28% | Add +19.6% | 1,361,118 | $159.3M |
| Perpetual Ltd | 1.84% | Reduce -8.4% | 1,343,442 | $157.2M |
| Thompson Siegel & Walmsley LLC | 2.65% | Reduce -8.4% | 1,343,424 | $157.2M |
| Northern Trust Corp. | 0.02% | Reduce -0.4% | 1,328,671 | $155.5M |
| Legal & General Group Plc | 0.04% | Reduce -3.6% | 1,226,105 | $143.5M |
| Two Sigma Advisers, LP | 0.29% | Add +14.5% | 1,201,100 | $140.5M |
| Man Group plc | 0.31% | Add +39.3% | 1,192,104 | $139.5M |
| Brandywine Global Investment Management, LLC | 0.98% | Reduce -1.2% | 1,176,636 | $137.7M |
| Deutsche Bank AG | 0.05% | Add +0.7% | 1,169,748 | $136.9M |
| Russell Investments Group, Ltd. | 0.17% | Reduce -0.5% | 1,160,894 | $135.8M |
| Slate Path Capital LP | 2.24% | Reduce -14.5% | 1,111,412 | $130.0M |
| Millennium Management | 0.12% | Add +7.2% | 1,077,814 | $126.1M |
| Two Sigma Investments, LP | 0.23% | Add +40.9% | 1,058,485 | $123.8M |
| FMR LLC | 0.01% | Reduce -35.2% | 1,031,823 | $120.7M |
| CapitalatWork S.A. | 3.67% | Reduce -0.2% | 1,031,062 | $120.6M |
| Rockefeller Capital Management L.P. | 0.26% | Add +10.0% | 1,011,793 | $118.4M |
| Goldman Sachs Group Inc. | 0.02% | Add +0.2% | 971,779 | $113.7M |
| Assenagon Asset Management S.A. | 0.18% | Add +59.2% | 970,973 | $113.6M |
| Ion Asset Management Ltd. | 6.71% | Reduce -8.4% | 948,983 | $111.0M |
| KBC Group NV | 0.28% | Reduce -0.7% | 892,298 | $104.4M |
| Qube Research & Technologies Ltd | 0.14% | Add +12.1% | 890,335 | $104.2M |
| MBB Public Markets I LLC | 11.33% | Add +62.8% | 841,315 | $98.4M |
| Check Capital Management Inc. | 6.47% | Reduce -1.8% | 838,329 | $98.1M |
| Voloridge Investment Management, LLC | 0.35% | Reduce -19.2% | 821,453 | $96.1M |
| Soros Fund Management | 2.55% | Reduce -36.2% | 816,489 | $95.5M |
| 140 Summer Partners LP | 11.54% | Reduce -15.1% | 762,150 | $89.2M |
| Darsana Capital Partners LP | 2.42% | Reduce -27.5% | 725,000 | $84.8M |
| Nuveen, LLC | 0.02% | Add +32.3% | 711,474 | $83.2M |
| Agf Management Ltd. | 0.35% | Add +0.5% | 649,718 | $76.0M |
| UBS Group AG | 0.02% | Reduce -12.9% | 625,129 | $73.1M |
| Envestnet Asset Management Inc. | 0.02% | Add +19.2% | 589,371 | $69.0M |
| Citadel Advisors | 0.06% | Add +1.5% | 582,956 | $68.2M |
| Sei Investments Co. | 0.08% | Reduce -7.6% | 567,824 | $66.4M |
| National Pension Service | 0.06% | Add +0.4% | 563,279 | $65.9M |
| Swiss National Bank | 0.04% | Add +0.1% | 558,200 | $65.3M |
| Kinetic Partners Management, LP | 3.39% | Reduce -43.5% | 530,553 | $62.1M |
| Todd Asset Management LLC | 1.33% | Add +1.2% | 526,148 | $61.6M |
| Aberdeen Group plc | 0.10% | Add +1570.1% | 518,770 | $60.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.21% | Reduce -1.7% | 501,620 | $58.7M |
| Clal Insurance Enterprises Holdings Ltd | 0.56% | Reduce -20.1% | 490,000 | $57.3M |
| Vanguard Group Inc. | 0.00% | Add +1.7% | 471,003 | $55.1M |
| Point72 Asset Management | 0.14% | New | 468,482 | $54.8M |
| Janney Montgomery Scott LLC | 0.14% | Add +1.1% | 463,604 | $54.2M |
| Invesco Ltd. | 0.01% | Add +43.3% | 459,459 | $53.8M |
| Aristotle Capital Boston, LLC | 2.55% | Reduce -18.6% | 427,389 | $50.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -5.8% | 426,147 | $49.9M |
| Wells Fargo & Company | 0.01% | Reduce -9.7% | 412,563 | $48.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +0.9% | 408,169 | $47.8M |
| Artisan Partners Limited Partnership | 0.07% | Reduce -6.4% | 400,591 | $46.9M |
| Jane Street Group, LLC | 0.07% | Add +1411.6% | 381,663 | $44.7M |
| Balyasny Asset Management L.P. | 0.10% | Add +7744.1% | 354,319 | $41.5M |
| California Public Employees Retirement System | 0.03% | Add +3.1% | 344,574 | $40.3M |
| Mangrove Partners Im, LLC | 4.36% | No change | 340,904 | $39.9M |
| Canada Pension Plan Investment Board | 0.03% | Add +7.5% | 331,177 | $38.7M |
| Cubist Systematic Strategies, LLC | 0.41% | New | 323,354 | $37.8M |
| Teachers Retirement System of the State of Kentucky | 0.31% | No change | 322,270 | $37.7M |
| L1 Capital International Pty Ltd | 9.13% | Add +4.5% | 337,375 | $37.2M |
| Wedge Capital Management L L P | 0.66% | Reduce -8.3% | 316,061 | $37.0M |
| Scopia Capital Management LP | 4.44% | Reduce -25.3% | 310,481 | $36.3M |
| Natixis Advisors, LLC | 0.05% | Add +19.9% | 294,311 | $34.4M |
| Luxor Capital Group, LP | 4.52% | Reduce -30.0% | 293,187 | $34.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.06% | Reduce -3.5% | 287,276 | $33.6M |
| River Road Asset Management, LLC | 0.43% | Reduce -25.4% | 313,018 | $33.6M |
| BNP Paribas Financial Markets | 0.03% | Add +102.0% | 280,253 | $32.8M |
| Zurich Insurance Group Ltd | 0.24% | Add +101.8% | 261,738 | $30.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.07% | Add +183.4% | 249,112 | $29.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.3% | 244,099 | $28.6M |
| Mackenzie Financial Corp. | 0.04% | Reduce -11.8% | 237,515 | $27.8M |
| Tocqueville Asset Management L.P. | 0.42% | Reduce -22.6% | 237,049 | $27.7M |
| California State Teachers Retirement System | 0.03% | Reduce -4.8% | 235,467 | $27.5M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -78.7% | 230,045 | $26.9M |
| Engle Capital Management, L.P. | 7.94% | Add +9.8% | 225,000 | $26.3M |
"% of holder's portfolio" is AER's weight in each manager's 13F, not the share of Aercap Holdings NV the manager owns.