AERCAP HOLDINGS NV AER
SHS · Common Stock · CUSIP N00985106
- SectorIndustrials
- IndustryServices-Equipment Rental & Leasing, NEC
- 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 ($58.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $145.73. Options: 14 managers hold calls ($147.6m notional), 14 hold puts ($64.1m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 307 |
| Q4 2022 | 329 |
| Q1 2023 | 367 |
| Q2 2023 | 376 |
| Q3 2023 | 389 |
| Q4 2023 | 453 |
| Q1 2024 | 483 |
| Q2 2024 | 510 |
| Q3 2024 | 546 |
| Q4 2024 | 554 |
| Q1 2025 | 562 |
| Q2 2025 | 597 |
| Q3 2025 | 576 |
| Q4 2025 | 635 |
| Q1 2026 | 666 |
| Q2 2026 | 693 |
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 | 273 | 239 |
| Q4 2024 | 266 | 247 |
| Q1 2025 | 270 | 266 |
| Q2 2025 | 280 | 288 |
| Q3 2025 | 261 | 298 |
| Q4 2025 | 270 | 293 |
| Q1 2026 | 319 | 311 |
| Q2 2026 | 347 | 297 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $121.7m | $121.7m | 1.00 |
| Q4 2025 | $125.3m | $142.3m | 1.14 |
| Q1 2026 | $148.7m | $95.6m | 0.64 |
| Q2 2026 | $147.6m | $64.1m | 0.43 |
Biggest buyers
| ARGA Investment Management, LP | Added | +2.5m |
| CHECK CAPITAL MANAGEMENT INC/CA | Added | +1.6m |
| BlackRock, Inc. | Added | +810.4k |
| HARRIS ASSOCIATES L P | Added | +558.5k |
| Sculptor Capital LP | Added | +505.5k |
| JANE STREET GROUP, LLC | Added | +431.0k |
| High Ground Investment Management LLP | Added | +381.6k |
| Vinva Investment Management Ltd | Added | +333.9k |
| Cander Asset Management LP | New | +277.5k |
| JPMORGAN CHASE & CO | Added | +264.4k |
Biggest sellers
| EAGLE CAPITAL MANAGEMENT LLC | Reduced | -6.7m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -1.7m |
| TOMS Capital Investment Management LP | Sold out | -1.4m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -1.2m |
| FRANKLIN RESOURCES INC | Reduced | -1.2m |
| Slate Path Capital LP | Sold out | -974.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -916.3k |
| Ninety One UK Ltd | Reduced | -778.3k |
| Tidal Investments LLC | Reduced | -622.0k |
| Balyasny Asset Management L.P. | Reduced | -594.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $40.5m278.0k shares |
| GROUP ONE TRADING LLC | Added | $25.1m172.3k shares |
| CITADEL ADVISORS LLC | Reduced | $20.6m141.0k shares |
| JANE STREET GROUP, LLC | Added | $19.0m130.6k shares |
| IMC-Chicago, LLC | Added | $17.0m116.5k shares |
| Walleye Trading LLC | Added | $9.7m66.4k shares |
| SIMPLEX TRADING, LLC | Added | $8.6m58.7k shares |
| SCOPUS ASSET MANAGEMENT, L.P. | New | $4.4m30.0k shares |
| TUDOR INVESTMENT CORP ET AL | New | $816.4k5.6k shares |
| Verition Fund Management LLC | Unchanged | $626.9k4.3k shares |
Biggest puts
| SCOPUS ASSET MANAGEMENT, L.P. | Added | $19.0m130.0k shares |
| IMC-Chicago, LLC | Added | $12.6m86.1k shares |
| SIMPLEX TRADING, LLC | Added | $8.6m58.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $7.4m50.6k shares |
| CITADEL ADVISORS LLC | Reduced | $6.9m47.3k shares |
| JANE STREET GROUP, LLC | Added | $6.9m47.0k shares |
| Walleye Trading LLC | Reduced | $743.5k5.1k shares |
| Verition Fund Management LLC | Unchanged | $437.3k3.0k shares |
| GROUP ONE TRADING LLC | Reduced | $408.2k2.8k shares |
| Walleye Capital LLC | Reduced | $379.0k2.6k 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 |
|---|---|
| BlackRock, Inc. 13G · institution filed 2026-07-27 | 7.0% |
Fell to 5% or below in the last year: EAGLE CAPITAL MANAGEMENT LLC (4.4%, 2026-05-15)
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 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 4 | $20.8m | — |
| Q3 2026 | 0 | — | 1 | $311.3k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-06 | Forst Rita Director | Sold | $311.3k2.0k shares |
| 2026-06-15 | Stuart Cormac Chief Accounting Officer | Sold | $1.7m11.6k shares |
| 2026-05-12 | Juhas Peter Chief Financial Officer | Sold | $11.0m76.0k shares |
| 2026-05-07 | Drouillard Vincent General Counsel | Sold | $675.6k4.5k shares |
| 2026-05-06 | Kelly Aengus Chief Executive Officer, director | Sold | $3.7m25.0k shares |
| 2026-05-06 | Kelly Aengus Chief Executive Officer, director | Sold | $3.7m25.0k 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 |
|---|---|---|
| BlackRock, Inc. 0.03% of their portfolio | 13.7m $2.0bn | Added +810.4k |
| HARRIS ASSOCIATES L P 1.25% of their portfolio | 6.5m $941.8m | Added +558.5k |
| STATE STREET CORP 0.02% of their portfolio | 5.4m $780.2m | Added +257.5k |
| TWO SIGMA INVESTMENTS, LP 0.37% of their portfolio | 3.4m $494.9m | Reduced -140.6k |
| JPMORGAN CHASE & CO 0.03% of their portfolio | 3.3m $492.1m | Added +264.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.05% of their portfolio | 3.2m $463.9m | Reduced -916.3k |
| DONALD SMITH & CO., INC. 7.52% of their portfolio | 2.9m $424.6m | Reduced -238.2k |
| 59 North Capital Management, LP 9.07% of their portfolio | 2.8m $407.4m | Reduced -329.0k |
| FRANKLIN RESOURCES INC 0.08% of their portfolio | 2.6m $381.2m | Reduced -1.2m |
| ARGA Investment Management, LP 9.38% of their portfolio | 2.5m $367.5m | Added +2.5m |
| Allspring Global Investments Holdings, LLC 0.55% of their portfolio | 2.5m $355.6m | Added +95.8k |
| LYRICAL ASSET MANAGEMENT LP 4.59% of their portfolio | 2.5m $362.1m | Reduced -118.1k |
| NORGES BANK 0.04% of their portfolio | 2.4m $353.7m | Not comparable |
| CHECK CAPITAL MANAGEMENT INC/CA 6.89% of their portfolio | 2.4m $353.3m | Added +1.6m |
| LONDON CO OF VIRGINIA 2.01% of their portfolio | 2.4m $353.3m | Reduced -121.0k |
| Mawer Investment Management Ltd. 2.40% of their portfolio | 2.4m $352.8m | Reduced -259.6k |
| WGI DM, LLC 30.08% of their portfolio | 2.4m $347.6m | Reduced -82.5k |
| Amundi 0.07% of their portfolio | 2.1m $302.0m | Reduced -16.7k |
| Ninety One UK Ltd 0.66% of their portfolio | 2.0m $296.2m | Reduced -778.3k |
| MORGAN STANLEY 0.02% of their portfolio | 2.0m $294.5m | Added +179.6k |
| LORD, ABBETT & CO. LLC 0.73% of their portfolio | 1.8m $255.9m | Reduced -9.8k |
| AMERIPRISE FINANCIAL INC 0.05% of their portfolio | 1.6m $238.0m | Reduced -31.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.6m $232.5m | Added +43.7k |
| High Ground Investment Management LLP 20.40% of their portfolio | 1.6m $232.2m | Added +381.6k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.6m $232.0m | Added +46.6k |
| AustralianSuper Pty Ltd 0.97% of their portfolio | 1.5m $223.4m | Added +83.5k |
| L1 Capital International Pty Ltd 11.11% of their portfolio | 1.3m $189.7m | Reduced -43.6k |
| MBB PUBLIC MARKETS I LLC 19.28% of their portfolio | 1.2m $178.5m | Added +90.9k |
| DEUTSCHE BANK AG\ 0.05% of their portfolio | 1.2m $174.9m | Reduced -30.6k |
| NEUBERGER BERMAN GROUP LLC 0.11% of their portfolio | 1.1m $164.1m | Added +51.6k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 1.1m $162.0m | Reduced -99.4k |
| THOMPSON SIEGEL & WALMSLEY LLC 2.60% of their portfolio | 988.2k $144.1m | Reduced -25.2k |
| KBC Group NV 0.30% of their portfolio | 948.5k $138.3m | Reduced -33.5k |
| Russell Investments Group, Ltd. 0.12% of their portfolio | 936.7k $136.6m | Added +5.2k |
| COOKE & BIELER LP 1.56% of their portfolio | 927.9k $135.3m | Reduced -8.4k |
| Qube Research & Technologies Ltd 0.15% of their portfolio | 923.1k $134.6m | Reduced -219.3k |
| Empyrean Capital Partners, LP 4.62% of their portfolio | 900.0k $131.2m | Reduced -100.0k |
| Legal & General Group Plc 0.03% of their portfolio | 883.2k $128.7m | Reduced -282.5k |
| Sculptor Capital LP 1.30% of their portfolio | 862.5k $125.7m | Added +505.5k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 839.3k $122.3m | Added +68.0k |
| Rockefeller Capital Management L.P. 0.18% of their portfolio | 813.9k $118.7m | Reduced -24.4k |
| D. E. Shaw & Co., Inc. 0.07% of their portfolio | 796.7k $116.1m | Added +147.9k |
| Dorsey Asset Management, LLC 7.16% of their portfolio | 766.8k $111.8m | Reduced -356.7k |
| CapitalatWork S.A. 2.67% of their portfolio | 727.3k $106.0m | Reduced -111.8k |
| Invesco Ltd. 0.01% of their portfolio | 724.4k $105.6m | Reduced -2.9k |
| JANE STREET GROUP, LLC 0.07% of their portfolio | 710.1k $103.5m | Added +431.0k |
| FMR LLC 0.00% of their portfolio | 690.9k $100.7m | Reduced -56.7k |
| AXIOM INVESTORS LLC /DE 0.87% of their portfolio | 686.4k $100.1m | Reduced -6.7k |
| Avantyr Capital Partners, LP 3.68% of their portfolio | 686.0k $100.0m | Reduced -373.6k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.42% of their portfolio | 673.2k $98.1m | Added +99.0k |
| Assenagon Asset Management S.A. 0.06% of their portfolio | 650.7k $94.9m | Reduced -185.0k |
| EAGLE CAPITAL MANAGEMENT LLC 0.29% of their portfolio | 645.4k $94.1m | Reduced -6.7m |
| SEI INVESTMENTS CO 0.08% of their portfolio | 641.0k $93.5m | Reduced -128.6k |
| Man Group plc 0.17% of their portfolio | 634.5k $92.5m | Added +82.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 632.6k $92.2m | Reduced -1.2m |
| Nuveen, LLC 0.02% of their portfolio | 621.1k $90.5m | Added +8.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 602.7k $87.9m | Reduced -23.5k |
| LSV ASSET MANAGEMENT 0.15% of their portfolio | 563.3k $82.1m | Added +120.9k |
| Swiss National Bank 0.04% of their portfolio | 547.1k $79.8m | Reduced -32.7k |
| Vinva Investment Management Ltd 0.53% of their portfolio | 537.6k $79.4m | Added +333.9k |
| Aberdeen Group plc 0.11% of their portfolio | 524.9k $76.5m | Added +3.7k |
| TODD ASSET MANAGEMENT LLC 1.34% of their portfolio | 516.5k $75.3m | Reduced -13.6k |
| Janney Montgomery Scott LLC 0.14% of their portfolio | 501.5k $73.1m | Added +15.0k |
| BARCLAYS PLC 0.02% of their portfolio | 496.9k $72.4m | Added +17.6k |
| Clal Insurance Enterprises Holdings Ltd 0.32% of their portfolio | 490.0k $71.4m | Unchanged |
| Caisse de depot et placement du Quebec 0.10% of their portfolio | 490.0k $71.4m | Added +238.8k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.04% of their portfolio | 467.2k $68.1m | Added +64.0k |
| UBS Group AG 0.01% of their portfolio | 462.3k $67.4m | Reduced -257.8k |
| Alyeska Investment Group, L.P. 0.17% of their portfolio | 462.1k $67.4m | Reduced -118.5k |
| Allianz Asset Management GmbH 0.07% of their portfolio | 459.4k $64.4m | Added +90.8k |
| VR Advisory Services Ltd 5.78% of their portfolio | 446.8k $65.1m | Added +62.0k |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 439.9k $64.1m | Added +239.7k |
| NATIXIS ADVISORS, LLC 0.07% of their portfolio | 439.5k $64.1m | Added +44.0k |
| JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio | 419.2k $62.4m | Added +48.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 406.0k $59.2m | Added +196.6k |
| REDWOOD CAPITAL MANAGEMENT, LLC 6.35% of their portfolio | 404.3k $58.9m | Unchanged |
| 140 Summer Partners LP 4.72% of their portfolio | 399.3k $58.2m | Reduced -109.3k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.09% of their portfolio | 397.8k $58.0m | Added +50.2k |
| Luxor Capital Group, LP 6.13% of their portfolio | 386.3k $56.3m | Added +249.0k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 379.4k $55.3m | Added +26.9k |
| National Pension Service 0.03% of their portfolio | 371.2k $54.1m | Reduced -279.9k |
| California Public Employees Retirement System 0.03% of their portfolio | 358.8k $52.3m | Added +37.8k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 337.1k $49.1m | Reduced -3.2k |
| BRUNI J V & CO /CO 4.44% of their portfolio | 333.6k $48.6m | Added +64.6k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.33% of their portfolio | 327.7k $47.8m | Unchanged |
| Bank of New York Mellon Corp 0.01% of their portfolio | 317.0k $46.2m | Reduced -36.3k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 311.4k $45.4m | Added +32.6k |
| Thrivent Financial for Lutherans 0.07% of their portfolio | 304.7k $44.4m | Reduced -7.3k |
| Zurich Insurance Group Ltd/FI 0.31% of their portfolio | 304.0k $44.3m | Added +84.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 295.6k $43.1m | Added +21.5k |
| STOREBRAND ASSET MANAGEMENT AS 0.11% of their portfolio | 293.9k $42.8m | Added +11.9k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 291.1k $42.4m | Reduced -25.6k |
| Tidal Investments LLC 0.10% of their portfolio | 287.2k $41.9m | Reduced -622.0k |
| Cander Asset Management LP 7.52% of their portfolio | 277.5k $40.5m | New |
| MACKENZIE FINANCIAL CORP 0.04% of their portfolio | 268.9k $39.2m | Added +28.3k |
| DANSKE BANK A/S 0.08% of their portfolio | 266.3k $38.8m | Added +130.7k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.05% of their portfolio | 262.8k $38.3m | New |
| Mitsubishi UFJ Trust & Banking Corp 0.08% of their portfolio | 246.3k $35.9m | Reduced -8.4k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 241.9k $35.3m | Reduced -38.4k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio | 239.0k $35.3m | Reduced -114.1k |