AerCap Holdings N.V. (AER) — Institutional Holders Breakdown (Q2 2026)

AER ranks #785 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

AER is a disclosed holding of Bill Nygren (Harris Associates L.P.), one of the tracked superinvestors on AlphaSMO — it makes up 1.3% of that fund's own 13F portfolio.

AER is a top-conviction position for Wgi Dm, LLC — at 30.1% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in AER belongs to BlackRock, Inc., but the position matters far more to Wgi Dm, LLC, who has 30.1% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Two Sigma Investments, LP has added to its AER position for two straight quarters, increasing it by $274.1M to reach $495.3M today.

Eagle Capital Management LLC has trimmed its AER position for two straight quarters, cutting it by $1.4B while still holding $94.1M.

AER is up 0.5% today, and institutions have been net buyers of $3.2B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

AER posted net income of $2.5B over the trailing twelve months, and currently trades at a P/E of 10.0.

• Profitable — net income of $2.5B over the trailing twelve months
• Revenue grew 9.6% year over year
• Net income improved year over year, from $1.5B to $2.5B
• Generated $5.4B in positive operating cash flow
• Liabilities run 2.91x equity — a highly leveraged balance sheet worth noting