Aercap Holdings NVAER
13F holders, Q4 2025 (December 31)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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 88 | $1.3B |
| Exits | 46 | $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.