Willis Lease Finance Ownership | Who Owns Willis Lease Finance?

Overview RevenueFinancials Chart Transcripts

Willis Lease Finance Ownership Summary

Willis Lease Finance is owned by 48.29% institutional investors, 55.17% insiders. M3f is the largest institutional shareholder, holding 9.95% of WLFC shares. DFA US Small Cap Value I is the top mutual fund, with 2.52% of its assets in Willis Lease Finance shares.

WLFC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Willis Lease Finance	48.29%	55.17%	-3.46%
Sector	Industrials Stocks	49.61%	15.69%	34.70%
Industry	Rental & Leasing Service Stocks	43.53%	13.49%	42.99%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
M3f	677.25K	9.95%	$115.31M
Dimensional fund advisors lp	530.90K	7.80%	$90.39M
Blackrock funding, inc. /de	214.44K	3.15%	$36.51M
Renaissance	197.82K	2.91%	$33.68M
Two sigma investments, lp	166.31K	2.44%	$28.32M
Vanguard group	154.44K	2.06%	$20.95M
Two sigma advisers, lp	110.40K	1.65%	$15.13M
Eversource wealth advisors	111.20K	1.63%	$10.21M
Rbf capital	107.71K	1.58%	$18.34M
Four tree island advisory	105.42K	1.55%	$17.95M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
M3f	677.25K	28.58%	$115.31M
Four tree island advisory	105.42K	9.06%	$17.95M
Phase 2 partners	37.45K	5.83%	$7.77M
Latash investments	13.50K	1.78%	$2.30M
Palisades investment partners	22.34K	1.49%	$3.80M
Rbf capital	107.71K	0.96%	$18.34M
Pekin hardy strauss	44.98K	0.80%	$7.66M
Denali advisors	40.95K	0.78%	$6.97M
Apis capital advisors	25.40K	0.77%	$3.48M
Shikiar asset management	12.47K	0.61%	$2.12M

Top Buyers

Holder	Shares	% Assets	Change
Eversource wealth advisors	111.20K	0.31%	111.19K
Two sigma investments, lp	166.31K	0.02%	79.78K
Two sigma advisers, lp	110.40K	0.03%	74.10K
Lsv asset management	31.94K	0.01%	21.16K
Vanguard fiduciary trust	19.67K	0.00%	19.67K

Top Sellers

Holder	Shares	% Assets	Change
Ophir asset management pty	-	-	-141.42K
Ubs group	37.08K	0.00%	-22.75K
Canada pension plan investment board	-	-	-19.90K
Tudor investment corp et al	-	-	-19.84K
Goldman sachs group	14.39K	0.00%	-18.15K

New Positions

Holder	Shares	% Assets	Change	Value
Vanguard fiduciary trust	19.67K	0.00%	19.67K	$3.35M
Shikiar asset management	12.47K	0.61%	12.47K	$2.12M
Waterloo capital	7.59K	0.09%	7.59K	$1.29M
Ameriprise financial	6.68K	0.00%	6.68K	$1.14M
Bank of montreal /can/	4.36K	0.00%	4.36K	$741.82K

Sold Out

Holder	Change
True wealth design	-1.00
Twin peaks wealth advisors	-1.00
Fortitude family office	-2.00
Quarry lp	-4.00
Sbi securities	-5.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2026	124	8.77%	3,261,314	-1.54%	48	2.47%	71	42.00%	34	-24.44%
Dec 31, 2025	73	-43.41%	2,620,748	-20.82%	35	1.43%	33	-55.41%	29	-32.56%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
DFA US Small Cap Value I	194.95K	2.52%	-
Vanguard Total Stock Mkt Idx Inv	75.34K	0.97%	-
Vanguard US Total Market Shares ETF	69.35K	0.97%	-
DFA US Micro Cap I	70.08K	0.91%	-
iShares Russell 2000 ETF	66.66K	0.86%	564.00
DFA US Targeted Value I	43.74K	0.56%	-
Dimensional US Targeted Value ETF	42.11K	0.54%	-
Vanguard Institutional Extnd Mkt Idx Tr	34.65K	0.45%	216.00
First Trust Small Cap Gr AlphaDEX® ETF	34.24K	0.44%	182.00
DFA US Small Cap I	32.05K	0.41%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 01, 2026	Willis Austin Chandler	Chief Executive Officer	Sell	$138.64K
May 01, 2026	Willis Austin Chandler	Chief Executive Officer	Sell	$77.77K
May 01, 2026	Willis Austin Chandler	Chief Executive Officer	Sell	$152.98K
May 01, 2026	Willis Austin Chandler	Chief Executive Officer	Sell	$286.02K
Apr 01, 2026	Willis Austin Chandler	Chief Executive Officer	Sell	$169.56K

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	-	7
2026 Q1	-	36
2025 Q4	-	31
2025 Q3	-	26
2025 Q2	-	29

WLFC Ownership FAQ

Who Owns Willis Lease Finance?

Willis Lease Finance shareholders are primarily institutional investors at 48.29%, followed by 55.17% insiders and -3.46% retail investors. The average institutional ownership in Willis Lease Finance's industry, Rental & Leasing Service Stocks, is 43.53%, which Willis Lease Finance exceeds.

Who owns the most shares of Willis Lease Finance?

Willis Lease Finance’s largest shareholders are M3f (677.25K shares, 9.95%), Dimensional fund advisors lp (530.9K shares, 7.80%), and Blackrock funding, inc. /de (214.44K shares, 3.15%). Together, they hold 20.90% 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 28.58% of its assets in 677.25K Willis Lease Finance shares, valued at 115.31M$.

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 2.52% of its total shares outstanding invested in 194.95K Willis Lease Finance shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools