Willis Lease Finance Ownership | Who Owns Willis Lease Finance?

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Willis Lease Finance Ownership Summary

Willis Lease Finance is owned by 35.02% institutional investors, 58.87% insiders, and 6.11% 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 2.94% of its assets in Willis Lease Finance shares.

WLFC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Willis Lease Finance	35.02%	58.87%	6.11%
Sector	Industrials Stocks	47.69%	12.55%	39.76%
Industry	Rental & Leasing Service Stocks	43.65%	12.79%	43.56%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
M3f	606.03K	9.05%	$83.08M
Dimensional fund advisors lp	532.04K	7.11%	$72.17M
Blackrock funding, inc. /de	223.55K	2.99%	$30.32M
Renaissance	202.60K	2.71%	$27.48M
Vanguard group	154.44K	2.06%	$20.95M
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	102.26K	1.37%	$13.87M
Geode capital management	73.45K	0.98%	$9.97M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
M3f	606.03K	23.54%	$83.08M
Four tree island advisory	102.26K	7.66%	$13.87M
Phase 2 partners	37.45K	5.83%	$7.77M
Latash investments	13.50K	1.35%	$1.85M
Palisades investment partners	21.19K	1.09%	$2.87M
Apis capital advisors	25.40K	0.77%	$3.48M
Rbf capital	107.71K	0.66%	$14.77M
Denali advisors	33.45K	0.50%	$4.54M
Pekin hardy strauss	37.15K	0.47%	$5.04M
Maltese capital management	10.08K	0.21%	$1.38M

Top Buyers

Holder	Shares	% Assets	Change
Two sigma advisers, lp	110.40K	0.03%	74.10K
M3f	606.03K	23.54%	39.09K
Denali advisors	33.45K	0.50%	29.65K
Allspring global investments	21.80K	0.00%	21.80K
Canada pension plan investment board	19.90K	0.00%	19.90K

Top Sellers

Holder	Shares	% Assets	Change
Ophir asset management pty	-	-	-141.42K
Royal bank of canada	1.34K	-	-78.98K
Morgan stanley	46.82K	0.00%	-66.67K
Ubs group	59.82K	0.00%	-32.37K
Renaissance	202.60K	0.04%	-30.80K

New Positions

Holder	Shares	% Assets	Change	Value
Allspring global investments	21.80K	0.00%	21.80K	$2.96M
Canada pension plan investment board	19.90K	0.00%	19.90K	$2.73M
Lsv asset management	10.78K	0.00%	10.78K	$1.46M
Aqr capital management	5.96K	0.00%	5.96K	$1.24M
Brevan howard capital management lp	3.72K	0.00%	3.72K	$509.98K

Sold Out

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

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2024	39	-51.25%	628,247	-74.23%	9	0.70%	26	-43.48%	7	-72.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
DFA US Small Cap Value I	200.18K	2.94%	-4.57K
DFA US Micro Cap I	74.92K	1.10%	-
Vanguard Total Stock Mkt Idx Inv	72.49K	1.06%	-
iShares Russell 2000 ETF	67.71K	0.99%	67.71K
Vanguard US Total Market Shares ETF	69.35K	0.97%	-
DFA US Targeted Value I	43.52K	0.64%	-
Dimensional US Targeted Value ETF	41.40K	0.61%	-
Vanguard Institutional Extnd Mkt Idx Tr	33.55K	0.49%	-187.00
DFA US Small Cap I	32.05K	0.47%	-
Fidelity Small Cap Index	28.43K	0.42%	71.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 02, 2026	Willis Austin Chandler	Chief Executive Officer	Sell	$127.22K
Mar 02, 2026	Willis Austin Chandler	Chief Executive Officer	Sell	$79.04K
Mar 02, 2026	Willis Austin Chandler	Chief Executive Officer	Sell	$186.86K
Mar 02, 2026	Willis Austin Chandler	Chief Executive Officer	Sell	$205.23K
Mar 02, 2026	Willis Austin Chandler	Chief Executive Officer	Sell	$39.70K

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	-	15
2025 Q4	-	31
2025 Q3	-	26
2025 Q2	-	29
2025 Q1	-	28

WLFC Ownership FAQ

Who Owns Willis Lease Finance?

Willis Lease Finance shareholders are primarily institutional investors at 35.02%, followed by 58.87% insiders and 6.11% retail investors. The average institutional ownership in Willis Lease Finance's industry, Rental & Leasing Service Stocks, is 43.65%, 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 (532.04K shares, 7.11%), and Blackrock funding, inc. /de (223.55K shares, 2.99%). Together, they hold 19.14% 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 2.94% of its total shares outstanding invested in 200.18K Willis Lease Finance shares.

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