13FPulse
AE

AER AerCap Holdings N.V.

2026Q2 · CUSIP N00985106 · Sector: Industrials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
679
Institutions that reported holding it to the SEC
Net increase in holders
+18
Last quarter 661 → now 679
How unusual is that
Top 20%
Stronger buying than 81% of US stocks
What the filings say, in one paragraph

679 funds held AER at the end of 2026Q2, up 18 from the quarter before. That is stronger buying than 81.4% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $8.5B(YoY +6.5%). AER has had 25 buying rushes in its history. It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=101 2013Q4: holders=132 2014Q1: holders=136 2014Q2: holders=149 2014Q3: holders=171 2014Q4: holders=161 2015Q1: holders=173 2015Q2: holders=257 2015Q3: holders=267 2015Q4: holders=268 2016Q1: holders=287 2016Q2: holders=280 2016Q3: holders=271 2016Q4: holders=295 2017Q1: holders=297 2017Q2: holders=303 2017Q3: holders=307 2017Q4: holders=341 2018Q1: holders=330 2018Q2: holders=334 2018Q3: holders=339 2018Q4: holders=357 2019Q1: holders=334 2019Q2: holders=334 2019Q3: holders=339 2019Q4: holders=366 2020Q1: holders=310 2020Q2: holders=299 2020Q3: holders=293 2020Q4: holders=303 2021Q1: holders=299 2021Q2: holders=302 2021Q3: holders=296 2021Q4: holders=326 2022Q1: holders=338 2022Q2: holders=307 2022Q3: holders=302 2022Q4: holders=324 2023Q1: holders=360 2023Q2: holders=374 2023Q3: holders=385 2023Q4: holders=451 2024Q1: holders=479 2024Q2: holders=506 2024Q3: holders=542 2024Q4: holders=550 2025Q1: holders=551 2025Q2: holders=591 2025Q3: holders=572 2025Q4: holders=631 2026Q1: holders=661 2026Q2: holders=679 -84 -42 +0 +42 +84 90402713 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 25 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2026Q1 Top 20%
2025Q4 Top 10%
2025Q2 Top 10%
2024Q3 Top 10%
2024Q2 Top 10%
2024Q1 Top 10%
2023Q4 Top 10%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
260
Change in large funds
+27
Total value they hold
$20.1B
Funds buying for the first time
95
Funds that sold out entirely
77
Price change that quarter
Funds holding puts (bearish)
11
Funds holding calls (bullish)
11

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
EPS (TTM)
$21.30
EPS YoY
+97.4%
Revenue (TTM)
$8.5B
Revenue YoY
+6.5%
Net margin
ROE
Debt ratio
74.4%
FCF (TTM)
Dividend (TTM)
No dividend

As of 2025-12-31 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.