Vault-13

AIR LEASE CORP AL

CL A · Common Stock · CUSIP 00912X302 · ISIN US00912X3026

434 institutional holders -30 vs Q4 2025
107,371,448107.4m shares reported held*
$7.0bnreported value*
49 new 160 added 142 reduced 78 sold out net bought ≈ $331.1m (+5.1m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($9.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $64.94. Options: 4 managers hold calls ($16.2m notional), 6 hold puts ($3.7m).

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 280Q4 22: 296Q1 23: 298Q2 23: 307Q3 23: 308Q4 23: 336Q1 24: 362Q2 24: 350Q3 24: 354Q4 24: 359Q1 25: 394Q2 25: 435Q3 25: 463Q4 25: 464Q1 26: 434434Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 2022280
Q4 2022296
Q1 2023298
Q2 2023307
Q3 2023308
Q4 2023336
Q1 2024362
Q2 2024350
Q3 2024354
Q4 2024359
Q1 2025394
Q2 2025435
Q3 2025463
Q4 2025464
Q1 2026434

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q2 24: 167 bought or addedQ2 24: 171 cut or sold outQ3 24: 165 bought or addedQ3 24: 172 cut or sold outQ3 24Q4 24: 163 bought or addedQ4 24: 157 cut or sold outQ1 25: 186 bought or addedQ1 25: 158 cut or sold outQ1 25Q2 25: 230 bought or addedQ2 25: 184 cut or sold outQ3 25: 223 bought or addedQ3 25: 239 cut or sold outQ3 25Q4 25: 191 bought or addedQ4 25: 250 cut or sold outQ1 26: 209 bought or addedQ1 26: 220 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024167171
Q3 2024165172
Q4 2024163157
Q1 2025186158
Q2 2025230184
Q3 2025223239
Q4 2025191250
Q1 2026209220

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$20m$40m$60mQ2 25 calls: $44.8mQ2 25 puts: $16.0mQ2 25P/C 0.36Q3 25 calls: $19.6mQ3 25 puts: $3.2mQ3 25P/C 0.16Q4 25 calls: $17.2mQ4 25 puts: $240.7kQ4 25P/C 0.01Q1 26 calls: $16.2mQ1 26 puts: $3.7mQ1 26P/C 0.23
Numbers
QuarterCallsPutsP/C
Q2 2025$44.8m$16.0m0.36
Q3 2025$19.6m$3.2m0.16
Q4 2025$17.2m$240.7k0.01
Q1 2026$16.2m$3.7m0.23

Biggest buyers

GLAZER CAPITAL, LLC Added +2,984,721+3.0m
BARCLAYS PLC Added +1,615,431+1.6m
CITIGROUP INC Added +1,505,081+1.5m
MORGAN STANLEY Added +1,362,413+1.4m
Balyasny Asset Management L.P. New +1,064,604+1.1m
GOLDMAN SACHS GROUP INC Added +998,703+998.7k
MILLENNIUM MANAGEMENT LLC Added +993,112+993.1k
First Trust Capital Management L.P. Added +958,759+958.8k
Amundi Added +956,144+956.1k
HBK INVESTMENTS L P Added +924,982+925.0k

Biggest sellers

DIMENSIONAL FUND ADVISORS LP Reduced -3,311,257-3.3m
TWO SIGMA ADVISERS, LP Sold out -2,343,400-2.3m
TWO SIGMA INVESTMENTS, LP Reduced -2,033,926-2.0m
SOROS FUND MANAGEMENT LLC Sold out -1,109,293-1.1m
UBS Group AG Reduced -622,033-622.0k
Copeland Capital Management, LLC Reduced -599,701-599.7k
AQR CAPITAL MANAGEMENT LLC Reduced -510,846-510.8k
GAGNON SECURITIES LLC Sold out -496,957-497.0k
Absolute Gestao de Investimentos Ltda. Sold out -446,067-446.1k
Sagefield Capital LP Reduced -426,001-426.0k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $14.7m226.6k shares
JANE STREET GROUP, LLC New $629.9k9.7k shares
SIMPLEX TRADING, LLC New $545.5k8.4k shares
GROUP ONE TRADING LLC Reduced $311.7k4.8k shares

Biggest puts

TUDOR INVESTMENT CORP ET AL New $2.1m32.6k shares
CSS LLC/IL Added $1.1m17.0k shares
SIMPLEX TRADING, LLC Added $383.1k5.9k shares
GROUP ONE TRADING LLC Added $71.4k1.1k shares
Walleye Trading LLC New $52.0k800 shares
FNY Investment Advisers, LLC Reduced $2.0k31 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution filed 2025-04-29 11.1% 12.4m 2025-04-29
VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-28 5.6% new 6.3m 2026-04-28

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), UDVAR-HAZY STEVEN F (4.8%, 2026-01-22), DIMENSIONAL FUND ADVISORS LP (3.4%, 2026-01-21)

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.01% of their portfolio New York, NY 12,796,88012.8m $831.0m $831.0m 0.01% Added +312.3k +312,263
2 VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio MALVERN, PA 6,249,2906.2m $405.8m $405.8m 0.02% First filing
3 HBK INVESTMENTS L P 4.52% of their portfolio DALLAS, TX 5,527,2425.5m $358.9m $358.9m 4.52% Added +925.0k +924,982
4 GLAZER CAPITAL, LLC 7.45% of their portfolio New York, NY 5,399,6905.4m $350.7m $350.7m 7.45% Added +3.0m +2,984,721
5 VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio MALVERN, PA 4,565,8554.6m $296.5m $296.5m 0.01% First filing
6 FIL Ltd 0.23% of their portfolio HAMILTON, D0 4,481,4164.5m $291.0m $291.0m 0.23% Added +10.8k +10,815
7 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 3,401,3383.4m $221.6m $221.6m 0.01% Added +55.4k +55,423
8 O'Connor Alternative Investments LLC 9.74% of their portfolio NEW YORK, NY 2,860,0792.9m $185.7m $185.7m 9.74% First filing
9 AMERICAN CENTURY COMPANIES INC 0.09% of their portfolio KANSAS CITY, MO 2,803,8852.8m $182.1m $182.1m 0.09% Reduced -123.5k -123,525
10 Qube Research & Technologies Ltd 0.23% of their portfolio LONDON, X0 2,517,8132.5m $163.5m $163.5m 0.23% Added +756.3k +756,266
11 Pentwater Capital Management LP 1.11% of their portfolio Naples, FL 2,396,8252.4m $155.6m $155.6m 1.11% Added +156.8k +156,825
12 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,304,8442.3m $149.7m $149.7m 0.01% Added +1.4m +1,362,413
13 UBS Group AG 0.03% of their portfolio ZURICH, V8 2,196,6342.2m $142.6m $142.6m 0.03% Reduced -622.0k -622,033
14 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 2,182,5062.2m $141.8m $141.8m 0.01% Added +299.1k +299,056
15 AQR CAPITAL MANAGEMENT LLC 0.06% of their portfolio Greenwich, CT 1,966,4182.0m $127.7m $127.7m 0.06% Reduced -510.8k -510,846
16 AQR Arbitrage LLC 1.79% of their portfolio Greenwich, CT 1,675,6361.7m $108.8m $108.8m 1.79% Added +190.4k +190,427
17 CITIGROUP INC 0.07% of their portfolio NEW YORK, NY 1,663,2021.7m $108.0m $108.0m 0.07% Added +1.5m +1,505,081
18 BARCLAYS PLC 0.04% of their portfolio LONDON, X0 1,655,0471.7m $107.5m $107.5m 0.04% Added +1.6m +1,615,431
19 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 1,598,1231.6m $103.5m $103.5m 0.01% Added +755.0k +755,000
20 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 1,502,7141.5m $97.6m $97.6m 0.01% Added +998.7k +998,703
21 ALPINE ASSOCIATES MANAGEMENT INC. 5.29% of their portfolio PALM BEACH, FL 1,382,3061.4m $89.8m $89.8m 5.29% Added +263.6k +263,650
22 Magnetar Financial LLC 0.89% of their portfolio EVANSTON, IL 1,342,2301.3m $87.2m $87.2m 0.89% Reduced -244.6k -244,570
23 MILLENNIUM MANAGEMENT LLC 0.06% of their portfolio NEW YORK, NY 1,247,7721.2m $81.0m $81.0m 0.06% Added +993.1k +993,112
24 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 1,219,2911.2m $79.2m $79.2m 0.01% Added +25.0k +25,049
25 NEXPOINT ASSET MANAGEMENT, L.P. 5.30% of their portfolio Dallas, TX 1,168,6561.2m $75.9m $75.9m 5.30% Added +403.8k +403,758
26 SG Americas Securities, LLC 0.08% of their portfolio NEW YORK, NY 1,081,8681.1m $70.3m $70.3m 0.08% Added +859.9k +859,861
27 Balyasny Asset Management L.P. 0.14% of their portfolio Chicago, IL 1,064,6041.1m $69.1m $69.1m 0.14% New
28 Amundi 0.02% of their portfolio Paris, I0 1,052,1261.1m $68.3m $68.3m 0.02% Added +956.1k +956,144
29 First Trust Capital Management L.P. 3.33% of their portfolio CHICAGO, IL 975,799975.8k $63.4m $63.4m 3.33% Added +958.8k +958,759
30 Kryger Capital LLC 4.03% of their portfolio HAMILTON, D0 878,107878.1k $57.0m $57.0m 4.03% First filing
31 Squarepoint Ops LLC 0.12% of their portfolio NEW YORK, NY 825,099825.1k $53.6m $53.6m 0.12% Added +128.9k +128,909
32 TORONTO DOMINION BANK 0.10% of their portfolio TORONTO, ONTARIO, A6 773,704773.7k $50.2m $50.2m 0.10% Added +74.0k +74,048
33 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 722,432722.4k $46.9m $46.9m 0.01% Reduced -29.0k -29,032
34 PICTON MAHONEY ASSET MANAGEMENT 0.47% of their portfolio Toronto, A6 698,572698.6k $45.4m $45.4m 0.47% Added +55.8k +55,847
35 DEUTSCHE BANK AG\ 0.01% of their portfolio FRANKFURT AM MAIN, 2M 690,903690.9k $44.9m $44.9m 0.01% Added +680.8k +680,759
36 VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio MALVERN, PA 645,975646.0k $41.9m $41.9m 0.01% First filing
37 Gotham Asset Management, LLC 0.12% of their portfolio NEW YORK, NY 607,685607.7k $39.5m $39.5m 0.12% Added +178.1k +178,059
38 Alberta Investment Management Corp 0.24% of their portfolio EDMONTON, A0 600,000600.0k $39.0m $39.0m 0.24% Added +150.0k +150,000
39 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.06% of their portfolio TORONTO, A6 597,000597.0k $38.8m $38.8m 0.06% Added +365.0k +365,000
40 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 549,222549.2k $35.7m $35.7m 0.01% Reduced -26.6k -26,647
41 PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio DES MOINES, IA 510,427510.4k $33.1m $33.1m 0.02% Added +9.3k +9,304
42 LAKEWOOD CAPITAL MANAGEMENT, LP 2.03% of their portfolio New York, NY 485,878485.9k $31.6m $31.6m 2.03% Unchanged
43 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 472,457472.5k $30.7m $30.7m 0.01% Reduced -3.3m -3,311,257
44 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 461,118461.1k $29.9m $29.9m 0.00% Added +186.4k +186,444
45 TIG Advisors, LLC 1.41% of their portfolio New York, NY 453,724453.7k $29.5m $29.5m 1.41% Reduced -191.3k -191,334
46 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 417,668417.7k $26.8m $26.8m 0.01% Added +353.5k +353,482
47 Woodline Partners LP 0.10% of their portfolio San Francisco, CA 408,500408.5k $26.5m $26.5m 0.10% Added +341.7k +341,670
48 Grantham, Mayo, Van Otterloo & Co. LLC 0.07% of their portfolio Boston, MA 405,247405.2k $26.3m $26.3m 0.07% Added +55.3k +55,344
49 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 388,084388.1k $25.2m $25.2m 0.00% Added +8.4k +8,428
50 Polar Asset Management Partners Inc. 0.59% of their portfolio TORONTO, A6 381,812381.8k $24.8m $24.8m 0.59% New
51 CANADA PENSION PLAN INVESTMENT BOARD 0.02% of their portfolio TORONTO ONTARIO, A6 377,300377.3k $24.5m $24.5m 0.02% New
52 Public Sector Pension Investment Board 0.08% of their portfolio MONTREAL, A8 376,763376.8k $24.5m $24.5m 0.08% Added +1.9k +1,948
53 CITADEL ADVISORS LLC 0.02% of their portfolio MIAMI, FL 363,462363.5k $23.6m $23.6m 0.02% Reduced -49.6k -49,566
54 Barton Investment Management 2.77% of their portfolio WEST CONSHOHOCKEN, PA 340,033340.0k $22.1m $22.1m 2.77% Reduced -63.2k -63,213
55 Westchester Capital Management, LLC 1.05% of their portfolio VALHALLA, NY 334,421334.4k $21.7m $21.7m 1.05% Unchanged
56 GABELLI FUNDS LLC 0.14% of their portfolio Rye, NY 323,646323.6k $21.0m $21.0m 0.14% Added +10.0k +10,029
57 COBALT CAPITAL MANAGEMENT, INC. 10.89% of their portfolio SHORT HILLS, NJ 299,500299.5k $19.4m $19.4m 10.89% Reduced -150.5k -150,500
58 MARSHALL WACE, LLP 0.02% of their portfolio LONDON, X0 281,544281.5k $18.3m $18.3m 0.02% Added +26.4k +26,404
59 Kopernik Global Investors, LLC 1.26% of their portfolio TAMPA, FL 277,612277.6k $18.0m $18.0m 1.26% Reduced -7.4k -7,401
60 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 268,274268.3k $17.4m $17.4m 0.00% Added +16.1k +16,146
61 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 266,735266.7k $17.3m $17.3m 0.00% Reduced -11.5k -11,496
62 Carmignac Gestion 0.26% of their portfolio PARIS, I0 260,168260.2k $16.9m $16.9m 0.26% Added +134.3k +134,319
63 Legal & General Group Plc 0.00% of their portfolio London, X0 251,927251.9k $16.4m $16.4m 0.00% Reduced -18.1k -18,145
64 RHUMBLINE ADVISERS 0.01% of their portfolio BOSTON, MA 251,176251.2k $16.3m $16.3m 0.01% Reduced -2.8k -2,784
65 JANUS HENDERSON GROUP PLC 0.01% of their portfolio LONDON, X0 248,998249.0k $16.2m $16.2m 0.01% Added +4.5k +4,550
66 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 235,935235.9k $15.3m $15.3m 0.00% Added +19.8k +19,848
67 GARDNER LEWIS ASSET MANAGEMENT L P 3.24% of their portfolio CHADDS FORD, PA 230,505230.5k $15.0m $15.0m 3.24% Added +126.6k +126,579
68 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.54% of their portfolio BALA CYNWYD, PA 222,341222.3k $14.4m $14.4m 0.54% Added +9.8k +9,755
69 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 217,493217.5k $14.1m $14.1m 0.01% Added +9.0k +9,008
70 ROYCE & ASSOCIATES LP 0.14% of their portfolio New York, NY 212,735212.7k $13.8m $13.8m 0.14% Reduced -35.1k -35,077
71 Swiss National Bank 0.01% of their portfolio ZURICH, V8 210,100210.1k $13.6m $13.6m 0.01% Reduced -1.6k -1,600
72 Groupe la Francaise 0.19% of their portfolio PARIS, I0 208,650208.7k $13.5m $13.5m 0.19% Added +102.2k +102,150
73 GABELLI & Co INVESTMENT ADVISERS, INC. 2.01% of their portfolio Rye, NY 208,556208.6k $13.5m $13.5m 2.01% Reduced -2.9k -2,900
74 Marathon Asset Management Ltd 0.50% of their portfolio London, X0 199,048199.0k $13.0m $13.0m 0.50% Added +23.8k +23,753
75 Quantinno Capital Management LP 0.02% of their portfolio NEW YORK, NY 197,153197.2k $12.8m $12.8m 0.02% Added +25.9k +25,899
76 CREDIT INDUSTRIEL ET COMMERCIAL 1.89% of their portfolio PARIS FRANCE, I0 182,350182.3k $11.8m $11.8m 1.89% Added +160.8k +160,850
77 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 179,103179.1k $11.6m $11.6m 0.00% Reduced -18.3k -18,294
78 NATIXIS 0.05% of their portfolio PARIS, I0 177,446177.4k $11.5m $11.5m 0.05% New
79 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 176,427176.4k $11.5m $11.5m 0.00% Reduced -96.4k -96,421
80 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.06% of their portfolio HARRISBURG, PA 176,043176.0k $11.4m $11.4m 0.06% Added +34 +34
81 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio BOSTON, MA 168,838168.8k $11.0m $11.0m 0.01% Added +57.8k +57,826
82 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 168,426168.4k $10.9m $10.9m 0.01% Added +154.1k +154,100
83 Schonfeld Strategic Advisors LLC 0.09% of their portfolio NEW YORK, NY 162,846162.8k $10.6m $10.6m 0.09% Added +162.5k +162,470
84 LMR Partners LLP 0.09% of their portfolio LONDON, X0 158,545158.5k $10.3m $10.3m 0.09% Reduced -405.5k -405,545
85 BANK OF NOVA SCOTIA 0.02% of their portfolio TORONTO, A6 157,000157.0k $10.2m $10.2m 0.02% Unchanged
86 Arvin Capital Management LP 2.29% of their portfolio AUSTIN, TX 151,059151.1k $9.8m $9.8m 2.29% Unchanged
87 HUNTINGTON NATIONAL BANK 0.05% of their portfolio COLUMBUS, OH 127,256127.3k $8.3m $8.3m 0.05% Reduced -124.2k -124,200
88 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 126,072126.1k $8.2m $8.2m 0.01% Added +26.0k +25,996
89 Parkside Investments, LLC 0.90% of their portfolio DEERFIELD, IL 114,024114.0k $7.4m $7.4m 0.90% Reduced -44.8k -44,767
90 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 113,647113.6k $7.4m $7.4m 0.01% Reduced -27.3k -27,294
91 Skandinaviska Enskilda Banken AB (publ) 0.17% of their portfolio STOCKHOLM, V7 112,294112.3k $7.3m $7.3m 0.17% Added +76.1k +76,147
92 Verition Fund Management LLC 0.07% of their portfolio GREENWICH, CT 108,791108.8k $7.1m $7.1m 0.07% Reduced -186.6k -186,618
93 TOKIO MARINE ASSET MANAGEMENT CO LTD 0.25% of their portfolio Tokyo, M0 108,000108.0k $7.0m $7.0m 0.25% New
94 FMR LLC 0.00% of their portfolio BOSTON, MA 102,096102.1k $6.6m $6.6m 0.00% Added +37.2k +37,224
95 Y-Intercept (Hong Kong) Ltd 0.12% of their portfolio HONG KONG, K3 101,046101.0k $6.6m $6.6m 0.12% Added +65.4k +65,431
96 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 100,522100.5k $6.5m $6.5m 0.01% Reduced -2.0m -2,033,926
97 Vazirani Asset Management LLC 14.97% of their portfolio NEW YORK, NY 100,000100.0k $6.5m $6.5m 14.97% New
98 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 99,57799.6k $6.5m $6.5m 0.00% Added +24.1k +24,143
99 Vestcor Inc 0.18% of their portfolio FREDERICTON, A3 99,45499.5k $6.5m $6.5m 0.18% Unchanged
100 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 96,74696.7k $6.3m $6.3m 0.00% Added +10.7k +10,676