AerCap Holdings N.V. (AER)

Highly Crowded

Held by 638 of 5,944 reporting institutions (98th percentile) — extremely crowded.

Data as of Q1 2026

Institutional Ownership

83.54%

QoQ Change

N/A

Total Value

$17.6T

Shares Outstanding

166.9M

Crowding AnalysisHighly Crowded

Holders638of 5,944

Avg: 68

Uncrowded98th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.07x

94th percentile

336 buying315 selling

+102

New

-70

Closed

-5,780,833

Net shares

Holding Period Distribution

estimate

Median: 4 QAvg: 4.1 QHolders: 638

Ownership Concentration

Top 5: 25.4%Top 10: 37.3%

BlackRock,9.3%

EAGLE CAPITAL MANAGEMENT5.3%

HARRIS ASSOCIATES L P4.2%

STATE STREET3.6%

PRICE T ROWE ASSOCIATES2.9%

Others (633)74.7%

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Conviction-Weighted Ownership

Median weight: 0.26%Avg weight: 2.57%Max: 12.78%High conviction (>1%): 4

BlackRock,

EAGLE CAPITAL MANAGEMENT

HARRIS ASSOCIATES L P

STATE STREET

PRICE T ROWE ASSOCIATES

FRANKLIN RESOURCES

TWO SIGMA INVESTMENTS,

DONALD SMITH & CO.,

59 North Capital Management,

JPMORGAN CHASE &

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Whale Moves Timeline (8 Quarters)

Biggest dollar-value position changes among top 10 holders

NEWTWO SIGMA INVESTMENTS$485M3.5M shr

NEWJPMORGAN CHASE$405M3.1M shr

SOLDEAGLE CAPITAL MANAGEMENT$392M2.9M shr

BOUGHTFRANKLIN RESOURCES$51M373K shr

BOUGHTBlackRock$51M371K shr

NEWHARRIS ASSOCIATES L P$840M5.8M shr

NEWMawer Investment Management$471M3.3M shr

NEWNinety One UK$403M2.8M shr

SOLDEAGLE CAPITAL MANAGEMENT$211M1.5M shr

SOLD59 North Capital Management$89M623K shr

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Institutional Trends (8 Quarters)

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Institutional Holders

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