AER — AERCAP HOLDINGS NV
As of Q2 2026, 46 SEC-registered investment managers reported holding AER (AERCAP HOLDINGS NV) in their latest 13F filings, with a combined reported value of $7.43B across 54.09M shares. That is +6.0% by share count (+3.04M shares) versus the previous quarter, while reported value moved +15.3%. Ownership is concentrated: the five largest holders account for 58.1% of reported value and the top ten for 77.2%.
Compared with the prior quarter, 3 opened new positions, 22 added to existing stakes, 19 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
AER is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 13.75M | $2.00B | 0.03% | Add |
| Harris Associates (Oakmark) history | Q2 2026 | 6.46M | $941.76M | 1.25% | Add |
| Two Sigma Investments history | Q2 2026 | 3.40M | $495.29M | 0.38% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 3.34M | $492.12M | 0.06% | New |
| Franklin Resources history | Q2 2026 | 2.61M | $381.17M | 0.09% | Reduce |
| Norges Bank Investment Management history | Q2 2026 | 2.43M | $353.66M | 0.04% | Reduce |
| Amundi US history | Q2 2026 | 2.07M | $301.99M | 0.07% | Reduce |
| Morgan Stanley history | Q2 2026 | 2.02M | $294.47M | 0.02% | Add |
| Geode Capital Management history | Q2 2026 | 1.61M | $232.46M | 0.01% | Add |
| Bank of America Corp history | Q2 2026 | 1.59M | $231.96M | 0.01% | Add |
| Deutsche Bank AG history | Q2 2026 | 1.20M | $174.86M | 0.05% | Reduce |
| Northern Trust Corp history | Q2 2026 | 1.11M | $162.02M | 0.02% | Reduce |
| Legal & General Investment Management America history | Q2 2026 | 883.16K | $128.75M | 0.03% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 839.25K | $122.35M | 0.01% | Add |
| D. E. Shaw & Co history | Q2 2026 | 796.74K | $116.15M | 0.06% | Add |
| Invesco Ltd history | Q2 2026 | 724.41K | $105.61M | 0.01% | Hold |
| Fidelity Management & Research (FMR) history | Q2 2026 | 690.92K | $100.72M | 0.01% | Reduce |
| Soros Fund Management history | Q2 2025 | 816.49K | $95.53M | 1.33% | Reduce |
| Wellington Management Group history | Q2 2026 | 632.56K | $92.22M | 0.02% | Reduce |
| Citadel Advisors history | Q2 2026 | 628.20K | $91.58M | 0.01% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 3.34M sh · $492.12M
- Marshall Wace 114.04K sh · $16.62M
- Baron Funds 6.20K sh · $903.84K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 99.85K sh · $13.69M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 10.92M | 10.86M | 11.24M | 10.95M | 12.56M | 12.57M | 12.94M | 13.75M |
| Harris Associates (Oakmark) | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 5.84M | 5.90M | 6.46M |
| Two Sigma Investments | 359.51K | 143.50K | 50.62K | — | — | — | 71.62K | 216.04K | 152.58K | 300.14K | 1.04M | 644.59K | 230.56K | 117.47K | 751.22K | 1.06M | 1.59M | 1.54M | 3.54M | 3.40M |
| JPMorgan Chase & Co | 130.93K | 133.61K | 274.41K | 345.92K | 391.94K | 261.93K | 349.17K | 307.59K | 383.14K | 1.73M | 52.60K | 1.76M | 1.12M | 1.60M | 2.30M | 2.87M | 2.67M | 2.74M | — | 3.34M |
| Franklin Resources | 239.84K | 658.71K | 2.98M | 5.00M | 5.32M | 4.72M | 4.15M | 4.06M | 4.61M | 6.09M | 5.42M | 5.32M | 5.60M | 5.39M | 5.09M | 4.15M | 3.84M | 3.42M | 3.79M | 2.61M |
| Norges Bank Investment Management | — | — | — | — | — | 1.21M | — | — | — | 1.96M | — | 2.33M | — | 2.28M | — | 2.06M | — | 2.45M | — | 2.43M |
| Amundi US | 2.36M | 2.02M | 2.22M | 2.31M | 2.58M | 2.73M | 3.44M | 4.30M | 4.96M | 4.32M | 3.73M | 4.57M | 3.66M | 3.29M | 2.93M | 2.28M | 1.92M | 2.30M | 2.09M | 2.07M |
| Morgan Stanley | 310.58K | 565.83K | 467.81K | 866.15K | 1.00M | 1.20M | 1.46M | 1.68M | 2.22M | 2.85M | 2.37M | 2.61M | 2.13M | 1.89M | 1.88M | 2.18M | 1.90M | 1.75M | 1.84M | 2.02M |
| Geode Capital Management | 148.25K | 155.60K | 823.83K | 841.45K | 862.27K | 823.53K | 1.01M | 1.06M | 1.17M | 1.42M | 1.51M | 1.68M | 1.55M | 1.62M | 1.62M | 1.58M | 1.56M | 1.62M | 1.57M | 1.61M |
| Bank of America Corp | 897.19K | 1.72M | 1.57M | 1.54M | 1.63M | 1.51M | 1.49M | 1.19M | 1.05M | 1.41M | 1.36M | 1.62M | 1.70M | 1.60M | 1.71M | 1.45M | 1.50M | 1.63M | 1.54M | 1.59M |
| Deutsche Bank AG | 1.61M | 1.07M | 1.16M | 1.15M | 1.11M | 1.12M | 1.53M | 1.51M | 1.21M | 1.47M | 1.34M | 1.44M | 1.23M | 1.21M | 1.16M | 1.17M | 1.10M | 1.12M | 1.23M | 1.20M |
| Northern Trust Corp | 171.74K | 185.44K | 722.52K | 736.47K | 686.44K | 667.63K | 739.97K | 790.98K | 782.72K | 768.65K | 761.54K | 860.85K | 731.95K | 1.40M | 1.33M | 1.33M | 1.27M | 1.25M | 1.21M | 1.11M |
| Legal & General Investment Management America | 534.67K | 610.59K | 723.96K | 720.16K | 720.23K | 733.81K | 796.16K | 776.01K | 794.50K | 1.37M | 1.38M | 1.69M | 1.62M | 1.29M | 1.27M | 1.23M | 1.15M | 1.16M | 1.17M | 883.16K |
| Goldman Sachs Group | 746.80K | 971.28K | 622.28K | 594.70K | 617.04K | 603.78K | 516.54K | 741.07K | 767.57K | 921.81K | 659.42K | 630.59K | 1.16M | 873.11K | 970.10K | 971.78K | 1.98M | 1.25M | 771.29K | 839.25K |
| D. E. Shaw & Co | 327.47K | 106.46K | 632.53K | 914.65K | 1.93M | 821.28K | 3.48M | 3.18M | 4.99M | 5.35M | 4.36M | 3.58M | 3.64M | 3.57M | 3.94M | 4.32M | 3.51M | 1.51M | 648.85K | 796.74K |
| Invesco Ltd | 1.48M | 1.15M | 1.49M | 89.30K | 125.71K | 141.42K | 161.19K | 153.20K | 158.73K | 212.92K | 253.56K | 1.78M | 1.92M | 1.86M | 320.62K | 459.46K | 431.03K | 533.90K | 727.29K | 724.41K |
| Fidelity Management & Research (FMR) | 6.80M | 6.36M | 2.47M | 1.45M | 1.59M | 1.44M | 1.44M | 1.49M | 1.60M | 1.76M | 1.73M | 1.72M | 1.74M | 1.63M | 1.59M | 1.03M | 844.74K | 607.22K | 747.65K | 690.92K |
| Wellington Management Group | 12.81M | 18.58M | 17.87M | 15.51M | 15.97M | 16.73M | 19.34M | 19.13M | 21.03M | 20.63M | 18.16M | 15.60M | 9.35M | 8.18M | 8.13M | 4.71M | 2.70M | 2.05M | 1.86M | 632.56K |
| Citadel Advisors | 505.14K | 777.28K | 1.02M | 780.45K | 520.40K | 298.12K | 1.02M | 389.88K | 595.02K | 1.53M | 554.35K | 194.95K | 548.98K | 334.34K | 1.06M | 765.96K | 330.56K | 424.29K | 561.49K | 628.20K |
| CDPQ (Caisse de Depot) | — | — | — | 55.90K | 28.80K | — | — | — | — | — | 65.70K | — | — | 139.42K | — | — | — | 227.10K | 251.22K | 489.98K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details