Willis Lease Finance Ownership | Who Owns Willis Lease Finance?

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Willis Lease Finance Ownership Summary

Willis Lease Finance is owned by 50.14% institutional investors, 59.37% insiders. M3f is the largest institutional shareholder, holding 8.46% of WLFC shares. DFA US Small Cap Value I is the top mutual fund, with 3.03% of its assets in Willis Lease Finance shares.

WLFC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Willis Lease Finance	50.14%	59.37%	-9.51%
Sector	Industrials Stocks	64.07%	12.69%	23.24%
Industry	Rental & Leasing Service Stocks	72.43%	12.54%	15.04%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
M3f	566.94K	8.46%	$80.95M
Dimensional fund advisors lp	511.47K	7.77%	$106.15M
Blackrock funding, inc. /de	245.04K	3.66%	$34.99M
Renaissance	237.90K	3.61%	$49.38M
Vanguard group	142.10K	2.16%	$29.49M
Rbf capital	107.71K	1.61%	$15.38M
Bridgeway capital management	73.56K	1.12%	$15.27M
Geode capital management	67.16K	1.02%	$13.94M
Brinker capital investments	56.54K	0.84%	$2.89M
Ubs group	52.89K	0.80%	$10.98M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
M3f	566.94K	22.84%	$80.95M
Phase 2 partners	37.45K	5.83%	$7.77M
Latash investments	13.50K	1.49%	$1.93M
Palisades investment partners	20.66K	1.29%	$2.95M
Apis capital advisors	24.80K	1.26%	$3.54M
Pekin hardy strauss	29.78K	0.78%	$6.18M
Rbf capital	107.71K	0.73%	$15.38M
Bridgeway capital management	73.56K	0.34%	$15.27M
Options solutions	5.28K	0.22%	$753.45K
Maltese capital management	10.78K	0.22%	$1.54M

Top Buyers

Holder	Shares	% Assets	Change
Brinker capital investments	56.54K	0.02%	56.54K
Ubs group	52.89K	0.00%	50.21K
Blackrock funding, inc. /de	245.04K	0.00%	45.46K
Jump financial	38.81K	0.06%	38.81K
Capitolis liquid global markets	36.50K	0.04%	36.50K

Top Sellers

Holder	Shares	% Assets	Change
Ophir asset management pty	-	-	-141.42K
Tudor investment corp et al	-	-	-19.84K
One fin capital management lp	-	-	-16.45K
Arrowstreet capital, limited partnership	-	-	-16.21K
Phase 2 partners	37.45K	5.83%	-14.97K

New Positions

Holder	Shares	% Assets	Change	Value
Brinker capital investments	56.54K	0.02%	56.54K	$2.89M
Jump financial	38.81K	0.06%	38.81K	$5.54M
Capitolis liquid global markets	36.50K	0.04%	36.50K	$5.21M
Qube research	12.30K	0.00%	12.30K	$1.76M
Knights of columbus asset advisors	8.76K	0.12%	8.76K	$1.82M

Sold Out

Holder	Change
Corecap advisors	-1.00
Quest partners	-5.00
Quadrant capital group	-12.00
Capital performance advisors llp	-24.00
Coldstream capital management	-34.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2025	112	3.70%	3,358,557	19.94%	50	2.79%	75	41.51%	25	-39.02%
Mar 31, 2025	108	4.85%	2,817,956	2.01%	42	2.42%	54	-19.40%	41	57.69%
Dec 31, 2024	39	-51.25%	628,247	-74.23%	9	0.70%	26	-43.48%	7	-72.00%
Sep 30, 2024	80	26.98%	2,437,811	2.53%	37	2.67%	46	15.00%	25	47.06%
Jun 30, 2024	63	26.00%	2,377,593	5.65%	37	3.00%	40	135.29%	17	-10.53%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
DFA US Small Cap Value I	232.07K	3.03%	-
Vanguard Total Stock Mkt Idx Inv	97.65K	1.28%	-2.17K
iShares Russell 2000 ETF	84.05K	1.10%	-1.57K
DFA US Micro Cap I	74.92K	0.98%	-
Vanguard US Total Market Shares ETF	69.35K	0.97%	-
DFA US Targeted Value I	42.44K	0.55%	5.02K
Dimensional US Targeted Value ETF	38.97K	0.51%	102.00
Fidelity Small Cap Index	35.69K	0.47%	6.89K
Bridgeway Omni Small-Cap Value N	34.39K	0.45%	-
Bridgeway Omni Small-Cap Value	34.39K	0.45%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 02, 2025	Willis Austin Chandler	Chief Executive Officer	Sell	$34.51K
Sep 02, 2025	Willis Austin Chandler	Chief Executive Officer	Sell	$96.12K
Sep 02, 2025	Willis Austin Chandler	Chief Executive Officer	Sell	$130.47K
Sep 02, 2025	Willis Austin Chandler	Chief Executive Officer	Sell	$363.03K
Sep 02, 2025	Willis Austin Chandler	Chief Executive Officer	Sell	$96.12K

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	-	19
2025 Q2	-	29
2025 Q1	-	28
2024 Q4	-	41
2024 Q3	-	46

WLFC Ownership FAQ

Who Owns Willis Lease Finance?

Willis Lease Finance shareholders are primarily institutional investors at 50.14%, followed by 59.37% insiders and -9.51% retail investors. The average institutional ownership in Willis Lease Finance's industry, Rental & Leasing Service Stocks, is 72.43%, which Willis Lease Finance falls below.

Who owns the most shares of Willis Lease Finance?

Willis Lease Finance’s largest shareholders are M3f (566.94K shares, 8.46%), Dimensional fund advisors lp (511.47K shares, 7.77%), and Blackrock funding, inc. /de (245.04K shares, 3.66%). Together, they hold 19.89% of Willis Lease Finance’s total shares outstanding.

Does Blackrock own Willis Lease Finance?

BlackRock is not among the top 10 institutional shareholders of Willis Lease Finance.

Who is Willis Lease Finance’s biggest shareholder by percentage of total assets invested?

M3f is Willis Lease Finance’s biggest shareholder by percentage of total assets invested, with 22.84% of its assets in 566.94K Willis Lease Finance shares, valued at 80.95M$.

Who is the top mutual fund holder of Willis Lease Finance shares?

DFA US Small Cap Value I is the top mutual fund holder of Willis Lease Finance shares, with 3.03% of its total shares outstanding invested in 232.07K Willis Lease Finance shares.

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