Vault-13

AIR LEASE CORP AL

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

3 institutional holders -431 vs Q1 2026
417417 shares reported held*
$27.1kreported value*
0 new 0 added 2 reduced 419 sold out net sold ≈ $6.8bn (-104.3m 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. Holder counts are more reliable. Implied quarter-end price ≈ $64.98.

Trends to Q2 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: 434Q2 26: 33Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 20263

Buyers vs sellers

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

Bought or addedCut or sold out
5000500Q3 24: 165 bought or addedQ3 24: 172 cut or sold outQ4 24: 163 bought or addedQ4 24: 157 cut or sold outQ4 24Q1 25: 186 bought or addedQ1 25: 158 cut or sold outQ2 25: 230 bought or addedQ2 25: 184 cut or sold outQ2 25Q3 25: 223 bought or addedQ3 25: 239 cut or sold outQ4 25: 191 bought or addedQ4 25: 250 cut or sold outQ4 25Q1 26: 209 bought or addedQ1 26: 220 cut or sold outQ2 26: 0 bought or addedQ2 26: 421 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024165172
Q4 2024163157
Q1 2025186158
Q2 2025230184
Q3 2025223239
Q4 2025191250
Q1 2026209220
Q2 20260421

Calls vs puts

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

CallsPuts
$0$5m$10m$15m$20mQ3 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 0.23Q2 26 calls: $0Q2 26 puts: $0Q2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$19.6m$3.2m0.16
Q4 2025$17.2m$240.7k0.01
Q1 2026$16.2m$3.7m0.23
Q2 2026$0$0—

Biggest buyers

None

Biggest sellers

BlackRock, Inc. Sold out -12,796,880-12.8m
VANGUARD PORTFOLIO MANAGEMENT LLC Sold out -6,249,290-6.2m
HBK INVESTMENTS L P Sold out -5,527,242-5.5m
GLAZER CAPITAL, LLC Sold out -5,399,690-5.4m
VANGUARD CAPITAL MANAGEMENT LLC Sold out -4,565,855-4.6m
FIL Ltd Sold out -4,481,416-4.5m
STATE STREET CORP Sold out -3,401,338-3.4m
AMERICAN CENTURY COMPANIES INC Sold out -2,803,885-2.8m
Qube Research & Technologies Ltd Sold out -2,517,813-2.5m
Pentwater Capital Management LP Sold out -2,396,825-2.4m

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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 332332 $21.6k $21.6k 0.00% Reduced -291 -291
2 CBIZ Investment Advisory Services, LLC 0.00% of their portfolio INDEPENDENCE, OH 8383 $5.4k $5.4k 0.00% Unchanged
3 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 22 $111 $111 0.00% Reduced -127.3k -127,254