Willis Lease Finance Ownership | Who Owns Willis Lease Finance?

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Willis Lease Finance Ownership Summary

Willis Lease Finance is owned by 35.93% institutional investors, 59.23% insiders, and 4.84% retail investors. M3f is the largest institutional shareholder, holding 9.05% of WLFC shares. DFA US Small Cap Value I is the top mutual fund, with 2.85% of its assets in Willis Lease Finance shares.

WLFC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Willis Lease Finance	35.93%	59.23%	4.84%
Sector	Industrials Stocks	46.77%	12.62%	40.60%
Industry	Rental & Leasing Service Stocks	55.17%	12.88%	31.95%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
M3f	606.03K	9.05%	$83.08M
Dimensional fund advisors lp	540.69K	8.07%	$74.12M
Renaissance	233.40K	3.48%	$32.00M
Blackrock funding, inc. /de	216.28K	3.23%	$29.65M
Vanguard group	142.64K	2.13%	$19.55M
Morgan stanley	113.49K	1.69%	$15.56M
Two sigma advisers, lp	110.40K	1.65%	$15.13M
Rbf capital	107.71K	1.61%	$14.77M
Two sigma investments, lp	101.39K	1.51%	$13.90M
Four tree island advisory	98.47K	1.47%	$13.43M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
M3f	606.03K	23.54%	$83.08M
Four tree island advisory	98.47K	8.56%	$13.43M
Phase 2 partners	37.45K	5.83%	$7.77M
Latash investments	13.50K	1.35%	$1.85M
Palisades investment partners	20.75K	1.12%	$2.84M
Apis capital advisors	25.40K	0.77%	$3.48M
Rbf capital	107.71K	0.66%	$14.77M
Pekin hardy strauss	40.98K	0.56%	$5.62M
Maltese capital management	10.08K	0.21%	$1.38M
Bridgeway capital management	49.27K	0.14%	$6.75M

Top Buyers

Holder	Shares	% Assets	Change
Two sigma advisers, lp	110.40K	0.03%	74.10K
M3f	606.03K	23.54%	39.09K
Jane street group	23.19K	0.00%	23.19K
Canada pension plan investment board	19.90K	0.00%	19.90K
Bnp paribas arbitrage, snc	28.87K	0.00%	16.41K

Top Sellers

Holder	Shares	% Assets	Change
Ophir asset management pty	-	-	-141.42K
Royal bank of canada	1.34K	-	-78.98K
Vanguard group	142.64K	0.00%	-44.02K
Blackrock funding, inc. /de	216.28K	0.00%	-28.77K
Jump financial	17.46K	0.03%	-21.35K

New Positions

Holder	Shares	% Assets	Change	Value
Canada pension plan investment board	19.90K	0.00%	19.90K	$2.73M
Wedbush securities	9.29K	0.04%	9.29K	$1.27M
Aqr capital management	5.96K	0.00%	5.96K	$1.24M
Jennison associates	4.92K	0.00%	4.92K	$674.21K
Ascent group	4.29K	0.02%	4.29K	$588.13K

Sold Out

Holder	Change
Corecap advisors	-1.00
True wealth design	-1.00
Twin peaks wealth advisors	-1.00
Fortitude family office	-2.00
Covestor	-8.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2025	75	-29.25%	2,406,570	-23.78%	35	1.62%	41	-44.59%	25	19.05%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
DFA US Small Cap Value I	217.94K	2.85%	-14.13K
Vanguard Total Stock Mkt Idx Inv	97.65K	1.28%	-2.17K
iShares Russell 2000 ETF	85.86K	1.12%	-
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	0.56%	-
Dimensional US Targeted Value ETF	39.28K	0.51%	-
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
Dec 02, 2025	Willis Austin Chandler	Chief Executive Officer	Sell	$316.63K
Dec 02, 2025	Willis Austin Chandler	Chief Executive Officer	Sell	$21.49K
Dec 01, 2025	Willis Austin Chandler	Chief Executive Officer	Sell	$69.01K
Dec 01, 2025	Willis Austin Chandler	Chief Executive Officer	Sell	$1.70K
Dec 02, 2025	Willis Austin Chandler	Chief Executive Officer	Sell	$366.53

Insider Transactions Trends

Date	Buy	Sell
2025 Q4	-	31
2025 Q3	-	26
2025 Q2	-	29
2025 Q1	-	28
2024 Q4	-	41

WLFC Ownership FAQ

Who Owns Willis Lease Finance?

Willis Lease Finance shareholders are primarily institutional investors at 35.93%, followed by 59.23% insiders and 4.84% retail investors. The average institutional ownership in Willis Lease Finance's industry, Rental & Leasing Service Stocks, is 55.17%, which Willis Lease Finance falls below.

Who owns the most shares of Willis Lease Finance?

Willis Lease Finance’s largest shareholders are M3f (606.03K shares, 9.05%), Dimensional fund advisors lp (540.69K shares, 8.07%), and Renaissance (233.4K shares, 3.48%). Together, they hold 20.60% 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 23.54% of its assets in 606.03K Willis Lease Finance shares, valued at 83.08M$.

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 2.85% of its total shares outstanding invested in 217.94K Willis Lease Finance shares.

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