Security Snapshot

WILLIS LEASE FINANCE CORP - Common Stock, $0.01 par value per share (WLFC) Institutional Ownership

CUSIP: 970646105

13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026

13F reference period

Q2 2026

Institutions Reporting

174

Shares (Excl. Options)

4.07MFull value: 4,068,879 · shares · 30 Jun 2026

Price

$228.80

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

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Security type / class
Equity / Common Stock, $0.01 par value per share
Symbol
WLFC on Nasdaq
All holders as of 30 Jun 2026
Q2 2026
Total 13F shares
4,068,879
Latest holder snapshot 5 signals
Total 13F value
$930,650,520
Portfolio coverage rank
0.01%
Share change
+771,729
Value change
+$179,466,081
Number of holders
174
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
7,769,535
SEC-reported price per share
$41.21
Insider filing price
$41.21
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • WLFC - WILLIS LEASE FINANCE CORP - Common Stock, $0.01 par value per share is tracked under CUSIP 970646105.
  • 174 institutions reported positions in Q2 2026.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 125 to 174 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from
    $555.72MFull value: $555,715,190 · USD · 31 Mar 2026
    to
    $930.65MFull value: $930,650,520 · USD · 30 Jun 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 174 institutions filings for Q2 2026.

Open SEC evidence

Security key

970646105

13F reference period

Q2 2026

13F holders

174

13D/G owners

2

CIK / CUSIP context first

Open Q2 2026 holders WLFC full holder history WILLIS LEASE FINANCE CORP SEC filings WILLIS LEASE FINANCE CORP company facts WILLIS LEASE FINANCE CORP insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
2
Security
WLFC
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
WILLIS CHARLES F IV 43% -3.4% $650,912,231 -$12,812,494 3,359,547 -1.9% WILLIS CHARLES F IV 01 Apr 2026
M3 PARTNERS LP 9.9% +12% $91,865,170 +$9,660,894 677,248 +12% M3 Funds, LLC 31 Dec 2025
As of 30 Jun 2026, 174 institutional investors reported holding
4.07MFull value: 4,068,879 · shares · 30 Jun 2026
shares of WILLIS LEASE FINANCE CORP - Common Stock, $0.01 par value per share (WLFC). This represents 52% of the company’s total
7.77MFull value: 7,769,535 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
43%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
M3F, Inc. 8.5% 661,998 -2.3% 36% $151,465,000
DIMENSIONAL FUND ADVISORS LP 7.1% 548,394 +3.3% 0.02% $125,469,705
BlackRock, Inc. 3.9% 301,276 +40% 0% $68,931,950
RENAISSANCE TECHNOLOGIES LLC 2.5% 197,697 -0.06% 0.06% $45,233,074
TWO SIGMA INVESTMENTS, LP 2.5% 192,346 +16% 0.03% $44,008,765
VANGUARD CAPITAL MANAGEMENT LLC 1.7% 129,520 +16% 0% $29,634,176
Four Tree Island Advisory LLC 1.4% 108,160 +2.6% 8.2% $24,747,008
RBF Capital, LLC 1.4% 107,711 0% 1% $24,644,277
LSV ASSET MANAGEMENT 1.3% 100,400 +214% 0.04% $22,972,000
GEODE CAPITAL MANAGEMENT, LLC 1.2% 93,937 +23% 0% $21,497,388
Copeland Capital Management, LLC 1.2% 91,232 0.43% $20,873,881
STATE STREET CORP 1% 77,328 +16% 0% $17,692,646
Philadelphia Financial Management of San Francisco, LLC 0.94% 72,763 4.6% $16,648,176
MORGAN STANLEY 0.84% 65,642 +36% 0% $15,019,029
UBS Group AG 0.84% 65,360 +76% 0% $14,954,368
BNP PARIBAS FINANCIAL MARKETS 0.83% 64,443 0% 0.01% $14,744,558
Palisades Investment Partners, LLC 0.81% 63,039 +182% 4.1% $14,423,323
FIRST TRUST ADVISORS LP 0.75% 58,309 +61% 0.01% $13,341,099
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.63% 49,274 0% 0.2% $11,273,891
NORTHERN TRUST CORP 0.62% 47,817 +49% 0% $10,940,530
Buckley Capital Advisors, LLC 0.59% 45,936 +17% 6.5% $10,510,157
BANK OF AMERICA CORP /DE/ 0.59% 45,556 -15% 0% $10,423,213
Pekin Hardy Strauss, Inc. 0.54% 42,225 -6.1% 0.85% $9,661,080
DENALI ADVISORS LLC 0.49% 38,450 -6.1% 0.89% $8,797,360
HRT FINANCIAL LP 0.49% 38,151 0.02% $8,728,000

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
51
Headline period
Q2 2026
Rows shown
1-25 of 51
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 5,047,096 $251,905,071 +$173,144,759 $49.91 35
2026 Q2 4,068,879 $930,650,520 +$179,466,081 $228.80 174
2026 Q1 3,264,414 $555,715,190 +$1,820,469 $170.26 125
2025 Q4 3,284,442 $445,503,562 -$15,293,321 $135.64 114
2025 Q3 3,310,015 $453,559,069 -$1,855,914 $137.09 129
2025 Q2 3,305,982 $472,034,223 +$67,529,428 $142.78 112
2025 Q1 2,800,230 $442,350,340 +$9,629,716 $157.97 107
2024 Q4 2,762,376 $573,334,309 +$48,876,565 $207.55 103
2024 Q3 2,456,931 $365,512,073 +$10,166,650 $148.81 81
2024 Q2 2,395,557 $166,012,371 +$8,683,419 $69.30 64
2024 Q1 2,250,425 $111,667,712 -$682,642 $49.62 49
2023 Q4 2,264,096 $110,671,526 +$1,346,876 $48.88 48
2023 Q3 2,238,568 $94,691,702 +$1,458,051 $42.30 48
2023 Q2 2,221,356 $86,921,125 +$2,242,205 $39.13 44
2023 Q1 2,120,489 $116,161,388 +$2,873,278 $54.78 41
2022 Q4 2,067,498 $122,001,144 +$1,756,230 $59.01 37
2022 Q3 2,079,328 $68,073,786 -$779,909 $32.73 30
2022 Q2 2,100,286 $78,718,397 -$1,297,880 $37.48 33
2022 Q1 2,147,600 $70,415,527 +$2,646,151 $32.19 43
2021 Q4 2,059,188 $77,530,059 -$1,284,927 $37.65 38
2021 Q3 2,092,869 $77,825,731 -$8,110,114 $37.19 39
2021 Q2 2,284,774 $97,919,816 +$140,688 $42.86 44
2021 Q1 2,252,539 $97,969,360 +$5,187,340 $43.47 47
2020 Q4 2,143,067 $65,277,628 +$2,948,253 $30.46 41
2020 Q3 2,080,250 $38,378,302 -$161,944 $18.45 42
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