FTAI AVIATION LTD FTAI
SHS · Common Stock · CUSIP G3730V105
- SectorIndustrials
- IndustryServices-Miscellaneous Equipment Rental & Leasing
- HeadquartersNew York, NY
- FilingsSEC EDGAR
* 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 ($13.8m this quarter). Holder counts are more reliable. Shares outstanding: 102.7m as of 2026-07-29, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $270.34. Options: 27 managers hold calls ($638.4m notional), 21 hold puts ($346.6m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2022 | 153 |
| Q1 2023 | 196 |
| Q2 2023 | 225 |
| Q3 2023 | 225 |
| Q4 2023 | 242 |
| Q1 2024 | 281 |
| Q2 2024 | 325 |
| Q3 2024 | 391 |
| Q4 2024 | 456 |
| Q1 2025 | 419 |
| Q2 2025 | 430 |
| Q3 2025 | 478 |
| Q4 2025 | 519 |
| Q1 2026 | 618 |
| Q2 2026 | 685 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 208 | 159 |
| Q4 2024 | 225 | 188 |
| Q1 2025 | 238 | 250 |
| Q2 2025 | 221 | 223 |
| Q3 2025 | 246 | 224 |
| Q4 2025 | 274 | 208 |
| Q1 2026 | 352 | 278 |
| Q2 2026 | 386 | 272 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $266.4m | $309.2m | 1.16 |
| Q4 2025 | $343.6m | $187.9m | 0.55 |
| Q1 2026 | $621.7m | $378.2m | 0.61 |
| Q2 2026 | $638.4m | $346.6m | 0.54 |
Biggest buyers
| WELLINGTON MANAGEMENT GROUP LLP | Added | +794.3k |
| GOLDMAN SACHS GROUP INC | Added | +636.9k |
| Capital International Investors | Added | +551.6k |
| BlackRock, Inc. | Added | +433.0k |
| Rubric Capital Management LP | Added | +423.8k |
| Value Aligned Research Advisors, LLC | Added | +322.4k |
| AMERICAN CENTURY COMPANIES INC | Added | +285.9k |
| Temasek Holdings (Private) Ltd | Added | +255.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +228.5k |
| STEADFAST CAPITAL MANAGEMENT LP | New | +190.1k |
Biggest sellers
| FMR LLC | Reduced | -1.7m |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Reduced | -609.5k |
| Sessa Capital IM, L.P. | Sold out | -400.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -364.0k |
| Driehaus Capital Management LLC | Reduced | -301.3k |
| Clearbridge Investments, LLC | Reduced | -283.9k |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -248.2k |
| MARSHALL WACE, LLP | Reduced | -246.8k |
| Capital World Investors | Reduced | -234.3k |
| RENAISSANCE TECHNOLOGIES LLC | Sold out | -212.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $210.5m778.2k shares |
| CITADEL ADVISORS LLC | Added | $107.5m397.4k shares |
| JANE STREET GROUP, LLC | Reduced | $107.0m395.4k shares |
| IMC-Chicago, LLC | Reduced | $47.6m176.0k shares |
| MAPLELANE CAPITAL, LLC | New | $43.3m160.0k shares |
| Temasek Holdings (Private) Ltd | New | $25.9m95.7k shares |
| Value Aligned Research Advisors, LLC | Added | $25.8m95.3k shares |
| GROUP ONE TRADING LLC | Reduced | $23.3m86.2k shares |
| CastleKnight Management LP | Added | $9.2m34.0k shares |
| GOLDMAN SACHS GROUP INC | Reduced | $5.8m21.4k shares |
Biggest puts
| JANE STREET GROUP, LLC | Reduced | $84.7m313.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $80.2m296.6k shares |
| CITADEL ADVISORS LLC | Added | $57.3m211.9k shares |
| GOLDMAN SACHS GROUP INC | Added | $41.9m155.0k shares |
| IMC-Chicago, LLC | Added | $29.8m110.0k shares |
| GROUP ONE TRADING LLC | Added | $14.4m53.3k shares |
| Walleye Trading LLC | Added | $12.5m46.1k shares |
| PEAK6 LLC | Added | $3.6m13.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $3.3m12.1k shares |
| Alphadyne Asset Management LP | Reduced | $3.2m12.0k 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.
| Holder | Stake |
|---|---|
| Capital International Investors 13G · institution -1.7 pts · filed 2026-05-14 | 11.8% |
| Capital World Investors 13G · institution -1.1 pts · filed 2026-08-12 | 11.3% |
| BlackRock, Inc. 13G · institution +2.0 pts · filed 2026-04-27 | 6.8% |
| SHIKIAR ASSET MANAGEMENT INC 13G · institution no change · filed 2026-10-26 | 5.8% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-09-03 | 5.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-09-03; now reported by VANGUARD CAPITAL MANAGEMENT LLC), FMR LLC (3.5%, 2026-08-06)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 1 | $3.5m | — |
| Q1 2025 | 1 | $283.3k | 0 | — | — |
| Q2 2025 | 4 | $1.1m | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 3 | $1.4m | 0 | — | — |
| Q1 2026 | 0 | — | 1 | $3.0m | — |
| Q2 2026 | 0 | — | 2 | $61.6m | — |
| Q3 2026 | 1 | $498.1k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-07-31 | Moreno David President | Bought | $498.1k2.5k shares |
| 2026-05-27 | HANNAWAY JUDITH A Director | Sold | $64.7k255 shares |
| 2026-05-04 | TUCHMAN MARTIN Director | Sold | $16.3m67.5k shares |
| 2026-05-04 | TUCHMAN MARTIN Director | Sold | $10.4m43.2k shares |
| 2026-05-01 | TUCHMAN MARTIN Director | Sold | $34.8m143.6k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Capital International Investors 0.69% of their portfolio | 12.4m $3.3bn | Added +551.6k |
| Capital World Investors 0.36% of their portfolio | 11.4m $3.1bn | Reduced -234.3k |
| BlackRock, Inc. 0.03% of their portfolio | 8.6m $2.3bn | Added +433.0k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 4.6m $1.3bn | Added +38.6k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.05% of their portfolio | 4.1m $1.1bn | Reduced -45.6k |
| FMR LLC 0.04% of their portfolio | 3.6m $970.6m | Reduced -1.7m |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.67% of their portfolio | 3.1m $850.3m | Reduced -609.5k |
| STATE STREET CORP 0.02% of their portfolio | 3.1m $834.2m | Added +75.5k |
| Rubric Capital Management LP 7.45% of their portfolio | 3.0m $811.6m | Added +423.8k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 2.60% of their portfolio | 2.9m $794.6m | Added +89.0k |
| Capital Research Global Investors 0.11% of their portfolio | 2.9m $782.1m | Added +19.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.11% of their portfolio | 2.3m $629.5m | Added +794.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 2.0m $539.1m | Reduced -248.2k |
| GOLDMAN SACHS GROUP INC 0.06% of their portfolio | 2.0m $530.1m | Added +636.9k |
| Value Aligned Research Advisors, LLC 2.25% of their portfolio | 1.4m $376.9m | Added +322.4k |
| NORGES BANK 0.03% of their portfolio | 1.3m $346.5m | Not comparable |
| FRONTIER CAPITAL MANAGEMENT CO LLC 2.98% of their portfolio | 1.2m $320.2m | Added +121.3k |
| MORGAN STANLEY 0.02% of their portfolio | 1.2m $313.9m | Added +154.5k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 1.0m $272.2m | Reduced -42.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 902.1k $244.1m | Added +41.0k |
| UBS Group AG 0.04% of their portfolio | 889.7k $240.7m | Added +106.7k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 794.1k $214.8m | Reduced -91.2k |
| WASHINGTON STATE INVESTMENT BOARD 79.58% of their portfolio | 787.8k $213.1m | Unchanged |
| Ensign Peak Advisors, Inc 0.31% of their portfolio | 697.7k $188.7m | Reduced -74.6k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 696.3k $188.3m | Added +65.1k |
| VANGUARD FIDUCIARY TRUST CO 0.04% of their portfolio | 662.6k $179.3m | Added +11.5k |
| Alyeska Investment Group, L.P. 0.45% of their portfolio | 647.0k $175.0m | Reduced -16.6k |
| RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio | 633.1k $171.3m | Added +166.5k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 623.0k $168.5m | Reduced -11.7k |
| Temasek Holdings (Private) Ltd 0.42% of their portfolio | 567.9k $153.6m | Added +255.3k |
| Artisan Partners Limited Partnership 0.23% of their portfolio | 510.8k $138.2m | Reduced -5.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 457.7k $123.8m | Added +59.9k |
| Cannell & Spears LLC 1.98% of their portfolio | 411.1k $111.2m | Added +59.9k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.45% of their portfolio | 402.5k $108.9m | Reduced -33.5k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 346.0k $93.6m | Reduced -120.3k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.05% of their portfolio | 330.1k $89.3m | Added +46.8k |
| Long Focus Capital Management, LLC 3.48% of their portfolio | 315.0k $85.2m | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.08% of their portfolio | 313.4k $84.8m | Added +228.5k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 295.7k $80.0m | Reduced -65.5k |
| Granahan Investment Management, LLC 2.83% of their portfolio | 293.7k $79.5m | Reduced -46.6k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 290.8k $78.7m | Added +285.9k |
| Swiss National Bank 0.04% of their portfolio | 282.0k $76.3m | Reduced -19.0k |
| Driehaus Capital Management LLC 0.44% of their portfolio | 278.2k $75.3m | Reduced -301.3k |
| Luxor Capital Group, LP 7.86% of their portfolio | 267.0k $72.2m | Added +187.0k |
| Nuveen, LLC 0.02% of their portfolio | 263.8k $71.4m | Added +5.3k |
| Two Seas Capital LP 2.57% of their portfolio | 249.0k $67.4m | Reduced -6.5k |
| Legal & General Group Plc 0.01% of their portfolio | 248.6k $67.3m | Reduced -43.1k |
| FIRST TRUST ADVISORS LP 0.04% of their portfolio | 247.7k $67.0m | Reduced -136.0k |
| Capital International, Inc./CA/ 0.47% of their portfolio | 246.3k $66.6m | Reduced -1.8k |
| TREMBLANT CAPITAL GROUP 1.81% of their portfolio | 233.4k $63.1m | Reduced -1.9k |
| Shay Capital LLC 6.92% of their portfolio | 231.8k $62.7m | Added +51.6k |
| FRED ALGER MANAGEMENT, LLC 0.19% of their portfolio | 212.6k $57.5m | Reduced -27.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 200.0k $54.1m | Added +101.1k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 195.7k $52.9m | Added +5.8k |
| Pingora Partners LLC 30.18% of their portfolio | 191.1k $51.7m | Added +315 |
| STEADFAST CAPITAL MANAGEMENT LP 1.58% of their portfolio | 190.1k $51.4m | New |
| Clearline Capital LP 3.29% of their portfolio | 188.3k $50.9m | New |
| Invesco Ltd. 0.00% of their portfolio | 187.9k $50.8m | Reduced -132.0k |
| National Pension Service 0.03% of their portfolio | 185.2k $50.1m | Added +179.4k |
| California Public Employees Retirement System 0.03% of their portfolio | 175.5k $47.5m | Added +4.6k |
| NEUBERGER BERMAN GROUP LLC 0.03% of their portfolio | 174.3k $47.2m | Added +76.5k |
| INGALLS & SNYDER LLC 1.26% of their portfolio | 170.0k $46.0m | Added +167.4k |
| GILDER GAGNON HOWE & CO LLC 0.45% of their portfolio | 161.2k $43.6m | Reduced -10.3k |
| Amundi 0.01% of their portfolio | 160.3k $43.4m | Added +55.0k |
| Advisors Capital Management, LLC 0.46% of their portfolio | 159.8k $43.2m | Reduced -3.7k |
| CAPITAL INTERNATIONAL SARL 0.60% of their portfolio | 157.4k $42.6m | Reduced -7.0k |
| LORD, ABBETT & CO. LLC 0.12% of their portfolio | 154.1k $41.7m | Added +6.5k |
| Qube Research & Technologies Ltd 0.05% of their portfolio | 151.6k $41.0m | Reduced -143.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.04% of their portfolio | 148.1k $40.1m | Added +29.3k |
| Cruiser Capital Advisors, LLC 24.01% of their portfolio | 143.9k $38.9m | Added +21.3k |
| GW&K Investment Management, LLC 0.30% of their portfolio | 142.2k $38.5m | Reduced -15.1k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 141.9k $38.4m | Added +33.4k |
| GOODNOW INVESTMENT GROUP, LLC 3.93% of their portfolio | 140.0k $37.9m | Added +132.5k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 136.6k $37.0m | Added +9.0k |
| NORDEA INVESTMENT MANAGEMENT AB 0.03% of their portfolio | 133.2k $35.4m | Added +121.9k |
| Northern Right Capital Management, L.P. 10.69% of their portfolio | 133.2k $36.0m | Added +29.9k |
| MARSHALL WACE, LLP 0.03% of their portfolio | 128.1k $34.7m | Reduced -246.8k |
| Owl Creek Asset Management, L.P. 3.06% of their portfolio | 127.5k $34.5m | Reduced -77.9k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 125.3k $33.9m | Reduced -5.2k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 124.9k $33.8m | Reduced -1.7k |
| J. Goldman & Co LP 1.18% of their portfolio | 123.7k $33.5m | Added +85.8k |
| WEYBOSSET RESEARCH & MANAGEMENT LLC 8.58% of their portfolio | 120.8k $32.7m | Added +619 |
| Newbrook Capital Advisors LP 4.30% of their portfolio | 117.7k $31.8m | Added +35.1k |
| STOREBRAND ASSET MANAGEMENT AS 0.08% of their portfolio | 116.7k $31.6m | Added +23.6k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 113.0k $30.6m | Added +392 |
| ROYCE & ASSOCIATES LP 0.24% of their portfolio | 109.6k $29.7m | Added +19.3k |
| NEXT CENTURY GROWTH INVESTORS LLC 1.53% of their portfolio | 107.0k $28.9m | Added +8.8k |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 106.2k $28.7m | Added +31.0k |
| CITIGROUP INC 0.01% of their portfolio | 102.7k $27.8m | Reduced -10.0k |
| FIL Ltd 0.02% of their portfolio | 101.4k $27.4m | Added +100.7k |
| Incline Global Management LLC 7.69% of their portfolio | 101.3k $27.4m | New |
| SG Americas Securities, LLC 0.02% of their portfolio | 98.7k $26.7m | Added +77.9k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 97.9k $26.5m | Reduced -58.4k |
| BARCLAYS PLC 0.01% of their portfolio | 97.2k $26.3m | Reduced -39.6k |
| Square Wave Capital, LLC 3.68% of their portfolio | 91.2k $24.7m | New |
| AVIVA PLC 0.04% of their portfolio | 90.3k $24.4m | Added +1.0k |
| GARNET EQUITY CAPITAL HOLDINGS, INC. 10.91% of their portfolio | 90.0k $24.4m | Unchanged |
| Baird Financial Group, Inc. 0.03% of their portfolio | 89.7k $24.3m | Added +77.2k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.04% of their portfolio | 89.0k $24.1m | Reduced -1.3k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 0.61% of their portfolio | 86.5k $23.4m | New |