Aercap Holdings NVAER

13F holders, Q4 2025 (December 31)
635holders +59
88new positions
46sold out
9famous investors
$143.73avg. 13F price*

At the end of Q4 2025, 635 institutions reported holding Aercap Holdings NV (AER) in their 13F filings, up 59 from Q3 2025. 88 opened new positions and 46 sold out. The largest holders were BlackRock, Inc. ($1.8B), Eagle Capital Management LLC ($1.5B) and Harris Associates (Oakmark Funds) ($839.6M). 9 famous investors held it, including Pat Dorsey (15.2% of Dorsey Asset Management's portfolio), Bill Nygren (1.1% of Harris Associates (Oakmark Funds)'s portfolio) and David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio).

Company
Aercap Holdings NV
CUSIP
N00985106
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 482Q1 2024Q2 2024: 511Q2 2024Q3 2024: 547Q3 2024Q4 2024: 555Q4 2024Q1 2025: 562Q1 2025Q2 2025: 596Q2 2025Q3 2025: 576Q3 2025Q4 2025: 635Q4 2025Q1 2026: 666Q1 2026Q2 2026: 695Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions88$1.3B
Exits46$264.0M

All 13F filers, Q3 2025 → Q4 2025: 16,833,040 shares bought and 18,366,491 shares sold, net −1,533,451 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 635 holders

BlackRock, Inc. 0.03% Add +0.0% 12,566,722 $1.8B
Eagle Capital Management LLC 4.55% Reduce -12.6% 10,169,902 $1.5B
Harris Associates (Oakmark Funds) 1.07% New 5,840,480 $839.6M
State Street Corp. 0.02% Add +3.7% 5,112,626 $735.0M
T. Rowe Price Associates Inc. 0.07% Reduce -0.1% 4,182,501 $601.3M
Franklin Resources Inc. 0.12% Reduce -11.2% 3,416,015 $491.1M
59 North Capital Management, LP 14.82% Reduce -15.8% 3,310,609 $475.9M
Mawer Investment Management Ltd. 2.64% Add +56.3% 3,272,935 $470.5M
Donald Smith & Co., Inc. 8.30% Reduce -1.3% 3,082,705 $443.2M
Ninety One UK Ltd 0.86% Add +1.1% 2,804,003 $403.1M
Lyrical Asset Management LP 5.23% Reduce -6.5% 2,782,638 $400.0M
Allspring Global Investments Holdings, LLC 0.65% Reduce -21.1% 2,752,876 $398.1M
London Co. of Virginia 2.29% Reduce -9.2% 2,761,384 $397.0M
JPMorgan Chase & Co. 0.03% Add +2.7% 2,738,772 $393.7M
Wgi Dm, LLC 27.79% Add +1.2% 2,586,515 $371.8M
Norges Bank 0.04% — 2,449,721 $352.2M
Amundi 0.10% Add +19.7% 2,303,560 $331.2M
Wellington Management Group LLP 0.05% Reduce -24.0% 2,053,134 $295.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% New 1,966,231 $282.7M
Ameriprise Financial Inc. 0.06% Reduce -2.5% 1,910,546 $276.0M
Two Sigma Advisers, LP 0.50% Reduce -3.3% 1,802,200 $259.1M
Lord, Abbett & Co. LLC 0.83% Reduce -2.1% 1,794,065 $257.9M
Morgan Stanley 0.01% Reduce -8.3% 1,745,881 $251.0M
Bank of America Corp. 0.02% Add +8.3% 1,625,428 $233.7M
Geode Capital Management, LLC 0.01% Add +3.5% 1,617,706 $230.4M
Two Sigma Investments, LP 0.35% Reduce -3.0% 1,538,896 $221.2M
L1 Capital International Pty Ltd 11.35% Add +344.2% 1,527,454 $219.6M
D. E. Shaw & Co. 0.18% Reduce -57.0% 1,509,298 $217.0M
AustralianSuper Pty Ltd 0.93% Add +118.3% 1,390,165 $199.9M
Assenagon Asset Management S.A. 0.29% Reduce -0.1% 1,360,618 $195.6M
Redwood Capital Management, LLC 24.89% No change 1,304,863 $187.6M
Neuberger Berman Group LLC 0.14% Reduce -1.2% 1,292,925 $185.9M
Northern Trust Corp. 0.02% Reduce -1.3% 1,249,637 $179.6M
Goldman Sachs Group Inc. 0.03% Reduce -37.1% 1,247,977 $179.4M
Qube Research & Technologies Ltd 0.25% Reduce -6.4% 1,218,415 $175.2M
Dorsey Asset Management 15.18% Reduce -3.9% 1,215,059 $174.7M
High Ground Investment Management LLP 24.62% Add +57.1% 1,176,170 $169.1M
UBS Group AG 0.03% Add +178.6% 1,158,903 $166.6M
Legal & General Group Plc 0.04% Add +1.0% 1,156,810 $166.3M
MBB Public Markets I LLC 17.02% No change 1,133,357 $162.9M
Deutsche Bank AG 0.05% Add +2.1% 1,119,889 $161.0M
Empyrean Capital Partners, LP 5.90% Reduce -26.7% 1,100,000 $158.1M
Thompson Siegel & Walmsley LLC 2.56% Reduce -18.4% 1,057,084 $152.0M
Cooke & Bieler LP 1.57% Reduce -54.6% 1,044,083 $150.1M
Russell Investments Group, Ltd. 0.16% Reduce -10.1% 1,016,265 $146.1M
KBC Group NV 0.32% Reduce -3.1% 970,121 $139.5M
Slate Path Capital LP 1.82% Reduce -8.2% 938,144 $134.9M
Brandywine Global Investment Management, LLC 0.85% Reduce -24.9% 873,309 $125.5M
CapitalatWork S.A. 3.79% Reduce -17.0% 862,217 $124.0M
Rockefeller Capital Management L.P. 0.22% Reduce -14.5% 848,524 $122.0M
Check Capital Management Inc. 7.11% Reduce -0.5% 827,362 $118.9M
Man Group plc 0.21% Reduce -50.8% 741,996 $106.7M
Voloridge Investment Management, LLC 0.37% Reduce -14.7% 737,659 $106.0M
Avantyr Capital Partners, LP 6.26% — 726,937 $104.5M
Sei Investments Co. 0.09% Add +16.7% 624,754 $89.8M
Alyeska Investment Group, L.P. 0.25% Reduce -44.8% 613,341 $88.2M
Nuveen, LLC 0.02% Reduce -1.0% 613,314 $88.2M
National Pension Service 0.06% Reduce -2.5% 609,915 $87.7M
FMR LLC 0.00% Reduce -28.1% 607,221 $87.3M
Envestnet Asset Management Inc. 0.02% Reduce -3.0% 571,516 $82.2M
140 Summer Partners LP 6.38% Reduce -12.3% 568,221 $81.7M
Axiom Investors LLC 0.68% New 539,047 $77.5M
Invesco Ltd. 0.01% Add +23.9% 533,899 $76.8M
Aberdeen Group plc 0.12% Add +0.5% 526,199 $75.6M
Todd Asset Management LLC 1.47% Reduce -1.7% 524,728 $75.4M
Clal Insurance Enterprises Holdings Ltd 0.45% No change 490,000 $70.4M
Luxor Capital Group, LP 10.62% Add +65.5% 486,100 $69.9M
Swiss National Bank 0.04% Reduce -5.6% 481,600 $69.2M
Janney Montgomery Scott LLC 0.16% Add +1.6% 476,044 $68.4M
Darsana Capital Partners LP 1.36% Reduce -34.5% 475,000 $68.3M
Vanguard Group Inc. 0.00% Reduce -0.9% 456,993 $65.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.10% Add +30.9% 405,254 $58.3M
Thrivent Financial for Lutherans 0.10% Add +0.0% 380,353 $54.7M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -7.8% 376,159 $54.1M
Wells Fargo & Company 0.01% Reduce -5.4% 364,877 $52.5M
Barclays PLC 0.02% Add +0.8% 360,921 $51.9M
LSV Asset Management 0.11% Add +1.0% 358,378 $51.5M
Sculptor Capital LP 1.06% No change 357,000 $51.3M
Natixis Advisors, LLC 0.07% Add +18.2% 356,500 $51.3M
Canada Pension Plan Investment Board 0.03% Add +45.5% 353,701 $50.8M
Bank of New York Mellon Corp 0.01% Reduce -8.2% 337,378 $48.5M
Teachers Retirement System of the State of Kentucky 0.35% No change 327,670 $47.1M
California Public Employees Retirement System 0.03% Reduce -5.2% 312,232 $44.9M
Royal Bank of Canada 0.01% Add +2.6% 306,958 $44.1M
Aristotle Capital Boston, LLC 2.35% Reduce -9.2% 297,955 $42.8M
Schroder Investment Management Group 0.03% Add +1209.1% 274,898 $39.6M
Charles Schwab Investment Management Inc. 0.01% Add +9.8% 271,071 $39.0M
Balyasny Asset Management L.P. 0.08% Reduce -30.0% 269,731 $38.8M
Mitsubishi UFJ Trust & Banking Corp 0.09% Reduce -6.4% 266,337 $38.3M
ION Fund Management Ltd 4.86% — 265,000 $38.1M
Citadel Advisors 0.03% Add +121.9% 252,692 $36.3M
Mackenzie Financial Corp. 0.04% Add +4.1% 251,922 $36.2M
Millennium Management 0.03% Reduce -31.9% 246,014 $35.4M
Zurich Insurance Group Ltd 0.24% Add +25.8% 243,957 $35.1M
Allianz Asset Management GmbH 0.04% Reduce -34.8% 242,445 $34.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Add +27.6% 238,289 $34.3M
Wedge Capital Management L L P 0.60% Reduce -24.9% 234,204 $33.7M
California State Teachers Retirement System 0.03% Reduce -5.4% 230,520 $33.1M
Caisse de depot et placement du Quebec 0.06% New 227,100 $32.6M
American Century Companies Inc. 0.02% Add +29.2% 225,174 $32.4M

"% of holder's portfolio" is AER's weight in each manager's 13F, not the share of Aercap Holdings NV the manager owns.

Show all 635 holders