Who owns Air Lease (AL)
Which tracked institutional funds hold AL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AL company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-06-15). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
101 tracked funds added or opened AL while 108 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AL’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes AL more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in AL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 434 tracked filers holding AL, 219 increased or opened the position and 234 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AL between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 27
- VANGUARD PORTFOLIO MANAGEMENT LLC$406M
- VANGUARD CAPITAL MANAGEMENT LLC$297M
- O'Connor Alternative Investments LLC$186M
- BALYASNY ASSET MANAGEMENT L.P.$69M
- Kryger Capital LLC$57M
- VANGUARD FIDUCIARY TRUST CO$42M
Full exits 39
- VANGUARD GROUP INC$734M
- OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)$195M
- TWO SIGMA ADVISERS, LP$151M
- SOROS FUND MANAGEMENT LLC$71M
- KRYGER CAPITAL Ltd$55M
- GAGNON SECURITIES LLC$32M
Largest adds
- GLAZER CAPITAL, LLC$196M
- BARCLAYS PLC$105M
- CITIGROUP INC$98M
- MORGAN STANLEY$89M
- GOLDMAN SACHS GROUP INC$65M
- MILLENNIUM MANAGEMENT LLC$65M
Largest trims
- DIMENSIONAL FUND ADVISORS LP$212M
- TWO SIGMA INVESTMENTS, LP$131M
- BlackRock, Inc.$60M
- Copeland Capital Management, LLC$39M
- UBS Group AG$38M
- NORGES BANK$32M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 11,427,849 | $742M | 10.0% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 6,249,290 | $406M | 5.5% | 2026-Q1 |
| HBK INVESTMENTS L P added | 5,527,242 | $359M | 4.8% | 2026-Q1 |
| GLAZER CAPITAL, LLC added | 5,399,690 | $351M | 4.7% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 4,565,855 | $297M | 4.0% | 2026-Q1 |
| FIL Ltd added | 4,481,416 | $291M | 3.9% | 2026-Q1 |
| STATE STREET CORP added | 3,401,338 | $222M | 3.0% | 2026-Q1 |
| O'Connor Alternative Investments LLC new | 2,860,079 | $186M | 2.5% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 2,803,885 | $182M | 2.5% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 2,517,813 | $164M | 2.2% | 2026-Q1 |
| Pentwater Capital Management LP added | 2,396,825 | $156M | 2.1% | 2026-Q1 |
| MORGAN STANLEY added | 2,304,844 | $150M | 2.0% | 2026-Q1 |
| UBS Group AG trimmed | 2,196,634 | $143M | 1.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,182,506 | $142M | 1.9% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 1,964,341 | $128M | 1.7% | 2026-Q1 |
| AQR Arbitrage LLC added | 1,675,636 | $109M | 1.5% | 2026-Q1 |
| CITIGROUP INC added | 1,663,202 | $108M | 1.5% | 2026-Q1 |
| BARCLAYS PLC added | 1,655,047 | $107M | 1.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,598,123 | $103M | 1.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,502,714 | $98M | 1.3% | 2026-Q1 |
| ALPINE ASSOCIATES MANAGEMENT INC. added | 1,382,306 | $90M | 1.2% | 2026-Q1 |
| Magnetar Financial LLC trimmed | 1,342,230 | $87M | 1.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 1,247,772 | $81M | 1.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,219,291 | $79M | 1.1% | 2026-Q1 |
| NEXPOINT ASSET MANAGEMENT, L.P. added | 1,168,656 | $76M | 1.0% | 2026-Q1 |
| SG Americas Securities, LLC added | 1,081,868 | $70M | 0.9% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 1,064,604 | $69M | 0.9% | 2026-Q1 |
| Amundi added | 1,052,126 | $68M | 0.9% | 2026-Q1 |
| First Trust Capital Management L.P. added | 975,799 | $63M | 0.9% | 2026-Q1 |
| Kryger Capital LLC new | 878,107 | $57M | 0.8% | 2026-Q1 |
| NORGES BANK trimmed | 1,111,778 | $54M | 0.7% | 2026-Q1 |
| Squarepoint Ops LLC added | 825,099 | $54M | 0.7% | 2026-Q1 |
| TORONTO DOMINION BANK added | 773,704 | $50M | 0.7% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 722,432 | $47M | 0.6% | 2026-Q1 |
| PICTON MAHONEY ASSET MANAGEMENT added | 698,572 | $45M | 0.6% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 690,903 | $45M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 645,975 | $42M | 0.6% | 2026-Q1 |
| Gotham Asset Management, LLC added | 607,685 | $39M | 0.5% | 2026-Q1 |
| Alberta Investment Management Corp added | 600,000 | $39M | 0.5% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 597,000 | $39M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 549,222 | $36M | 0.5% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 510,427 | $33M | 0.4% | 2026-Q1 |
| LAKEWOOD CAPITAL MANAGEMENT, LP | 485,878 | $32M | 0.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 472,457 | $31M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 461,118 | $30M | 0.4% | 2026-Q1 |
| TIG Advisors, LLC trimmed | 453,724 | $29M | 0.4% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 417,668 | $27M | 0.4% | 2026-Q1 |
| Woodline Partners LP added | 408,500 | $27M | 0.4% | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 405,247 | $26M | 0.4% | 2026-Q1 |
| Polar Asset Management Partners Inc. added | 381,812 | $25M | 0.3% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 377,300 | $25M | 0.3% | 2026-Q1 |
| Public Sector Pension Investment Board added | 376,763 | $24M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 363,462 | $24M | 0.3% | 2026-Q1 |
| Barton Investment Management trimmed | 340,033 | $22M | 0.3% | 2026-Q1 |
| Westchester Capital Management, LLC | 334,421 | $22M | 0.3% | 2026-Q1 |
| GABELLI FUNDS LLC added | 323,646 | $21M | 0.3% | 2026-Q1 |
| COBALT CAPITAL MANAGEMENT, INC. trimmed | 299,500 | $19M | 0.3% | 2026-Q1 |
| Invesco Ltd. trimmed | 290,184 | $19M | 0.3% | 2026-Q1 |
| MARSHALL WACE, LLP added | 279,044 | $18M | 0.2% | 2026-Q1 |
| Kopernik Global Investors, LLC trimmed | 277,612 | $18M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 268,274 | $17M | 0.2% | 2026-Q1 |
| Carmignac Gestion added | 260,168 | $17M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 251,927 | $16M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 251,176 | $16M | 0.2% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 248,998 | $16M | 0.2% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 242,276 | $16M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 235,935 | $15M | 0.2% | 2026-Q1 |
| GARDNER LEWIS ASSET MANAGEMENT L P added | 230,505 | $15M | 0.2% | 2026-Q1 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 222,341 | $14M | 0.2% | 2026-Q1 |
| Louisiana State Employees Retirement System | 46,700 | $3M | 0.0% | 2026-Q2 (1 quarter ahead of as-of) |
| TRIGLAV INVESTMENTS, D.O.O. | 800,000 | $807K | 0.0% | 2026-Q2 (1 quarter ahead of as-of) |
| ATLAS CAPITAL ADVISORS INC. | 7,989 | $519K | 0.0% | 2026-Q2 (1 quarter ahead of as-of) |
| Wellington Grp LLC | 1,150 | $75K | 0.0% | 2026-Q2 (1 quarter ahead of as-of) |
| IFP Advisors, Inc trimmed | 332 | $22K | 0.0% | 2026-Q2 (1 quarter ahead of as-of) |
| CBIZ Investment Advisory Services, LLC | 83 | $5K | 0.0% | 2026-Q2 (1 quarter ahead of as-of) |
| MV CAPITAL MANAGEMENT, INC. | 16 | $1K | 0.0% | 2026-Q2 (1 quarter ahead of as-of) |
| HUNTINGTON NATIONAL BANK trimmed | 2 | $111 | 0.0% | 2026-Q2 (1 quarter ahead of as-of) |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) added | 3,039,453 | $195M | 2.6% | 2025-Q4 stale (1 quarter behind) |
| TWO SIGMA ADVISERS, LP added | 2,343,400 | $151M | 2.0% | 2025-Q4 stale (1 quarter behind) |
| SOROS FUND MANAGEMENT LLC added | 1,109,293 | $71M | 1.0% | 2025-Q4 stale (1 quarter behind) |
| KRYGER CAPITAL Ltd new | 860,598 | $55M | 0.7% | 2025-Q4 stale (1 quarter behind) |
| GAGNON SECURITIES LLC trimmed | 496,957 | $32M | 0.4% | 2025-Q4 stale (1 quarter behind) |
| Absolute Gestao de Investimentos Ltda. new | 446,067 | $29M | 0.4% | 2025-Q4 stale (1 quarter behind) |
| Capula Management Ltd new | 243,831 | $16M | 0.2% | 2025-Q4 stale (1 quarter behind) |
| Capital Research Global Investors trimmed | 1,625,000 | $103M | 1.4% | 2025-Q3 stale (2 quarters behind) |
| Davidson Kempner Capital Management LP new | 840,084 | $53M | 0.7% | 2025-Q3 stale (2 quarters behind) |
| Allspring Global Investments Holdings, LLC trimmed | 824,867 | $52M | 0.7% | 2025-Q3 stale (2 quarters behind) |
| COOKE & BIELER LP trimmed | 719,812 | $46M | 0.6% | 2025-Q3 stale (2 quarters behind) |
| REINHART PARTNERS, LLC. trimmed | 679,191 | $43M | 0.6% | 2025-Q3 stale (2 quarters behind) |
| High Ground Investment Management LLP new | 549,201 | $35M | 0.5% | 2025-Q3 stale (2 quarters behind) |
| Waverton Investment Management Ltd added | 426,769 | $27M | 0.4% | 2025-Q3 stale (2 quarters behind) |
| VR Advisory Services Ltd | 375,000 | $24M | 0.3% | 2025-Q3 stale (2 quarters behind) |
| Decagon Asset Management LLP new | 349,526 | $22M | 0.3% | 2025-Q3 stale (2 quarters behind) |
| Diameter Capital Partners LP new | 300,000 | $19M | 0.3% | 2025-Q3 stale (2 quarters behind) |
| T. Rowe Price Investment Management, Inc. trimmed | 296,315 | $19M | 0.3% | 2025-Q3 stale (2 quarters behind) |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 798,189 | $47M | 0.6% | 2025-Q2 stale (3 quarters behind) |
| Boston Partners added | 648,679 | $38M | 0.5% | 2025-Q2 stale (3 quarters behind) |
| Slate Path Capital LP added | 394,600 | $23M | 0.3% | 2025-Q2 stale (3 quarters behind) |
| LOOMIS SAYLES & CO L P trimmed | 331,248 | $19M | 0.3% | 2025-Q2 stale (3 quarters behind) |
1 parent filing withheld from the table above, and from the coverage figures, to avoid listing one book twice: VANGUARD GROUP INC (last filed 2025-Q4, 11,424,772 shares) reconciles to its 3 current affiliates (11,461,120 shares) — 0.318% apart.
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.