InvestorLens

AER — AERCAP HOLDINGS NV

Public company

Sign in to save3 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying AER?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
67
Institutional Conviction
Net distribution · 2 buying vs 1 selling last quarter
43
Macro Tailwind
Macro conditions are mixed for this sector
56
Congressional Activity
1 congressional purchase, 0 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 3 tracked investors who changed their AER position last quarter, 2 bought and 1 sold (67% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime). 1 congressional purchase, 0 sales disclosed in the last 6 months.

Supporting evidence
  • +2 tracked investors added or increased positions last quarter (Ken Griffin, Ray Dalio)
  • +3 tracked investors reported holding AER at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −1 tracked investor reduced or exited last quarter (1 reduced, 0 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About AERCAP HOLDINGS NV (AER)

AERCAP HOLDINGS NV (AER) appears in the most recent 13F filings of 3 tracked institutional investors. The largest disclosed position is held by George Soros (Soros Fund Management), valued at $151M. Across recent filings, tracked investors recorded 8 new positions, 14 increased, 13 reduced, and 4 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in AER

56
/100
Mixed Activity
Added / Increased22
Reduced13
Exited4
BearishBullish
Crowded Trade Score™

How many top investors track AER

20
/100
Emerging Interest
3investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

AER Ownership Composition

How AERCAP HOLDINGS NV is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
96% of tracked value
Institutions
3
tracked investors
Total Reported
$140.7M
combined 13F value
Types2
  • Multi-Strategy / Quant95.5%
  • Macro4.5%
Multi-Strategy / Quant(2)
95.5%
Macro(1)
4.5%

Tracked investors currently reporting AER

4 tracked investors have since exited this position — listed separately below.

  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    294.1K
    Value
    $42.9M
    % Portfolio
    0.02%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    628.2K
    Value
    $91.6M
    % Portfolio
    0.01%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    43.1K
    Value
    $6.3M
    % Portfolio
    0.03%

Previously held AER

These investors reported AER in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
George SorosSoros Fund Management816.5K$95.5MJun 30, 2025
Steve CohenPoint72 Asset Management72K$10.4MDec 31, 2025
David EinhornDME Capital Management, LP319.1K$27.7MMar 31, 2024
Paul Tudor JonesTudor Investment Corp158.3K$19.2MSep 30, 2025

Recent activity

Frequently asked questions

How many institutional investors hold AER?
3 tracked institutional investors disclosed a position in AER (AERCAP HOLDINGS NV) in their most recent 13F filing.
Who is the largest institutional holder of AER?
George Soros, Soros Fund Management, holds the largest disclosed position in AER, valued at $151M.
Did institutional ownership of AER increase or decrease?
Across recent 13F filings, tracked investors recorded 8 new positions, 14 increased, 13 reduced, and 4 fully exited AER.
Where does this AER ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.