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 Q1 2026

Latest Period

Q1 2026

Institutions Reporting

124

Shares (Excl. Options)

3,261,314

Price

$170.26

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Type / Class
Equity / Common Stock, $0.01 par value per share
Symbol
WLFC on Nasdaq
Shares outstanding
7,769,535
Price per share
$202.98
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
3,261,314
Total reported value
$555,187,384
% of total 13F portfolios
0%
Share change
-24,933
Value change
+$1,292,663
Number of holders
124
Price from insider filings
$202.98
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Key facts

  • WLFC - WILLIS LEASE FINANCE CORP - Common Stock, $0.01 par value per share is tracked under CUSIP 970646105.
  • 124 institutions reported positions in Q1 2026.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 114 to 124 between Q4 2025 and Q1 2026.
  • Reported value moved from $445,503,562 to $555,187,384.

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 124 institutions filings for Q1 2026.

Open SEC Evidence

Security key

970646105

Latest holder period

Q1 2026

13F holders

124

13D/G owners

2

Open Q1 2026 holders Latest 13F filings Latest 13D/G filings All securities

Significant Owners of WILLIS LEASE FINANCE CORP - Common Stock, $0.01 par value per share (WLFC) based on Schedule 13D/G filings

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 31 Mar 2026, 124 institutional investors reported holding 3,261,314 shares of WILLIS LEASE FINANCE CORP - Common Stock, $0.01 par value per share (WLFC). This represents 42% of the company’s total 7,769,535 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of WILLIS LEASE FINANCE CORP - Common Stock, $0.01 par value per share (WLFC) together control 36% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
M3F, Inc. 8.7% 677,248 0% 29% $115,308,000
DIMENSIONAL FUND ADVISORS LP 6.8% 530,903 -0.21% 0.02% $90,385,989
BlackRock, Inc. 2.8% 214,442 -4.1% 0% $36,510,894
RENAISSANCE TECHNOLOGIES LLC 2.5% 197,820 -2.4% 0.05% $33,680,833
TWO SIGMA INVESTMENTS, LP 2.1% 166,311 +92% 0.02% $28,316,111
VANGUARD CAPITAL MANAGEMENT LLC 1.4% 112,127 0% 0% $19,090,743
RBF Capital, LLC 1.4% 107,711 0% 0.9% $18,338,875
Four Tree Island Advisory LLC 1.4% 105,421 +3.1% 9.1% $17,948,979
GEODE CAPITAL MANAGEMENT, LLC 0.98% 76,311 +3.9% 0% $12,995,890
STATE STREET CORP 0.86% 66,593 +2.8% 0% $11,338,124
BANK OF AMERICA CORP /DE/ 0.69% 53,508 +35% 0% $9,110,272
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.63% 49,274 0% 0.17% $8,389,391
MORGAN STANLEY 0.62% 48,239 +3% 0% $8,213,225
Pekin Hardy Strauss, Inc. 0.58% 44,978 +21% 0.8% $7,657,954
DENALI ADVISORS LLC 0.53% 40,952 +22% 0.77% $6,972,488
Buckley Capital Advisors, LLC 0.5% 39,236 -55% 5.7% $6,680,321
Allspring Global Investments Holdings, LLC 0.49% 38,438 +76% 0.01% $6,544,454
UBS Group AG 0.48% 37,075 -38% 0% $6,312,390
FIRST TRUST ADVISORS LP 0.47% 36,229 +93% 0% $6,168,349
Bank of New York Mellon Corp 0.44% 34,156 +0.24% 0% $5,815,401
NORTHERN TRUST CORP 0.41% 32,153 +3.9% 0% $5,474,369
LSV ASSET MANAGEMENT 0.41% 31,937 +196% 0.01% $5,438,000
BNP PARIBAS FINANCIAL MARKETS 0.39% 30,485 0% 0% $5,190,376
Empowered Funds, LLC 0.36% 27,753 0.03% $4,725,226
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.32% 24,960 +2.7% 0% $4,249,690

Institutional Holders of WILLIS LEASE FINANCE CORP - Common Stock, $0.01 par value per share (WLFC) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 3,261,314 $555,187,384 +$1,292,663 $170.26 124
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
2020 Q2 2,084,509 $50,604,172 -$2,069,553 $24.27 43
2020 Q1 2,168,663 $57,684,312 -$4,251,670 $26.60 51
2019 Q4 2,237,286 $131,803,705 -$1,864,221 $58.92 65
2019 Q3 2,244,883 $124,316,527 +$875,686 $55.38 59
2019 Q2 2,228,749 $129,969,644 +$1,552,276 $58.32 55
2019 Q1 2,222,225 $94,199,663 -$2,114,585 $42.39 54
2018 Q4 2,271,699 $78,596,467 -$45,114 $34.60 49
2018 Q3 2,272,826 $78,431,382 +$1,712 $34.51 49
2018 Q2 2,273,280 $71,812,773 +$1,900,849 $31.59 49
2018 Q1 2,212,350 $75,837,877 -$4,389,854 $34.28 48
2017 Q4 2,412,780 $60,238,599 +$2,010,975 $24.97 52
2017 Q3 2,332,175 $57,342,811 +$536,810 $24.59 50
2017 Q2 2,309,441 $61,731,661 -$3,524,341 $26.73 51
2017 Q1 2,442,401 $54,583,000 +$4,457,215 $22.35 44
2016 Q4 2,424,263 $62,016,937 +$213,876 $25.58 46
2016 Q3 2,408,095 $57,241,726 -$1,334,582 $23.77 45
2016 Q2 2,469,659 $54,896,309 -$6,514,170 $22.23 49
2016 Q1 2,762,657 $60,948,000 -$2,339,603 $21.59 38
2015 Q4 2,854,118 $57,368,000 -$5,669,588 $20.10 31
2015 Q3 2,716,004 $44,165,000 -$3,754,754 $16.26 38
2015 Q2 2,945,980 $54,116,000 -$2,348,072 $18.37 39
2015 Q1 3,071,664 $57,137,000 -$4,379,169 $18.58 44
2014 Q4 3,293,031 $72,101,264 -$1,605,577 $21.90 46
2014 Q3 3,367,888 $69,104,000 +$5,348,603 $20.52 43
2014 Q2 3,106,803 $76,174,388 +$6,057,475 $24.52 43
2014 Q1 2,896,709 $59,278,951 -$1,863,856 $20.47 35
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