AERNYSEServices-Equipment Rental & Leasing, NECFiscal year ends December 31
AerCap Holdings N.V.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 20-F on Feb 12, 2026
$144.80−0.89 (-0.61%)
Close on Oct 19, 2026
- Market cap
- $22.87B
- P/E (TTM)
- 6.8
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
82.9%
138M of 167M shares
Institutional holders
692
92 new, 59 sold out
Net institutional buying
-6M
In Q2 2026
Insider trades, 12 months
0 buys · 16 sales
Net sold $21.41M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 11,020,225 | 7.00% | 13G (passive) amendment | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AER | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 13,748,609 | 8.24% | $2.00B | +810,419 | 0.03% |
| Harris Associates L P | 6,460,145 | 3.87% | $941.76M | +558,523 | 1.25% |
| State Street Corp | 5,351,498 | 3.21% | $780.15M | +257,541 | 0.02% |
| Two Sigma Investments, LP | 3,394,989 | 2.03% | $494.92M | −140,610 | 0.36% |
| JPMorgan Chase & Co | 3,335,501 | 2.00% | $492.12M | +264,366 | 0.03% |
| Price T Rowe Associates Inc /Md/ | 3,181,994 | 1.91% | $463.87K | −916,288 | 0.05% |
| Donald Smith & Co., Inc. | 2,912,504 | 1.75% | $424.58M | −238,171 | 7.48% |
| 59 North Capital Management, LP | 2,794,436 | 1.67% | $407.37M | −328,963 | 9.07% |
| Franklin Resources Inc | 2,614,711 | 1.57% | $381.17M | −1,174,645 | 0.08% |
| ARGA Investment Management, LP | 2,520,884 | 1.51% | $367.49M | +2,504,857 | 9.38% |
| Allspring Global Investments Holdings, LLC | 2,505,867 | 1.50% | $355.63M | +95,835 | 0.55% |
| Lyrical Asset Management LP | 2,483,729 | 1.49% | $362.08M | −118,122 | 4.59% |
| Norges Bank | 2,426,017 | 1.45% | $353.66M | New | 0.04% |
| Check Capital Management Inc/Ca | 2,423,601 | 1.45% | $353.31M | +1,605,946 | 3.17% |
| London Co Of Virginia | 2,423,092 | 1.45% | $353.25M | −120,976 | 2.01% |
| Mawer Investment Management Ltd. | 2,420,238 | 1.45% | $352.82M | −259,623 | 2.40% |
| Wgi Dm, LLC | 2,384,647 | 1.43% | $347.63M | −82,475 | 30.08% |
| Amundi | 2,071,521 | 1.24% | $301.99M | −16,732 | 0.07% |
| Ninety One UK Ltd | 2,032,019 | 1.22% | $296.23M | −778,309 | 0.66% |
| Morgan Stanley | 2,019,943 | 1.21% | $294.47M | +179,576 | 0.02% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 692 | 138M | 82.9% | 92 / 269 | 238 / 59 | 17M | 23M |
| Q1 2026 | 666 | 144M | 86.4% | 100 / 233 | 249 / 63 | 13M | 18M |
| Q4 2025 | 635 | 151M | 90.6% | 116 / 183 | 246 / 48 | 21M | 24M |
| Q3 2025 | 576 | 155M | 92.6% | 55 / 212 | 230 / 69 | 18M | 22M |
| Q2 2025 | 596 | 158M | 94.8% | 93 / 197 | 237 / 50 | 16M | 18M |
| Q1 2025 | 560 | 161M | 96.5% | 72 / 207 | 210 / 57 | 15M | 19M |
| Q4 2024 | 554 | 165M | 99.2% | 74 / 215 | 185 / 62 | 12M | 14M |
| Q3 2024 | 546 | 167M | 100.0% | 78 / 200 | 201 / 38 | 22M | 26M |
| Q2 2024 | 510 | 182M | 100.0% | 79 / 199 | 171 / 48 | 18M | 24M |
| Q1 2024 | 483 | 190M | 100.0% | 87 / 170 | 171 / 51 | 17M | 23M |
| Q4 2023 | 452 | 196M | 100.0% | 108 / 193 | 113 / 40 | 37M | 44M |
| Q3 2023 | 387 | 203M | 100.0% | 63 / 176 | 100 / 50 | 34M | 53M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AER | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Windsor Ii Fund | 2,143,438 | 1.28% | $323.44M | 0.48% | Jul 31, 2026 |
| Touchstone Funds Group Trust-Touchstone Mid Cap Fund | 1,716,843 | 1.03% | $250.28M | 5.56% | Jun 30, 2026 |
| iShares Core MSCI EAFE ETF | 1,223,652 | 0.73% | $184.65M | 0.10% | Jul 31, 2026 |
| Vanguard Selected Value Fund | 1,132,046 | 0.68% | $170.83M | 2.45% | Jul 31, 2026 |
| iShares MSCI EAFE ETF | 578,614 | 0.35% | $87.31M | 0.11% | Jul 31, 2026 |
| Vanguard International Value Fund | 538,523 | 0.32% | $81.26M | 0.69% | Jul 31, 2026 |
| iShares MSCI EAFE Value ETF | 416,728 | 0.25% | $62.88M | 0.22% | Jul 31, 2026 |
| Vanguard Explorer Fund | 399,651 | 0.24% | $60.31M | 0.27% | Jul 31, 2026 |
| Lyrical U.S. Value Equity Fund | 334,064 | 0.20% | $46.57M | 3.69% | May 31, 2026 |
| Touchstone Strategic Trust-Touchstone Non-US Equity Fund | 321,401 | 0.19% | $46.85M | 3.27% | Jun 30, 2026 |
| Nuveen International Equity Index Fund | 264,944 | 0.16% | $39.98M | 0.11% | Jul 31, 2026 |
| Avantis International Equity ETF | 256,008 | 0.15% | $35.68M | 0.21% | May 31, 2026 |
| iShares Core MSCI Total International Stock ETF | 224,883 | 0.13% | $33.93M | 0.06% | Jul 31, 2026 |
| iShares MSCI Eurozone ETF | 201,917 | 0.12% | $28.15M | 0.30% | May 31, 2026 |
| Invesco BuyBack AchieversTM ETF | 196,417 | 0.12% | $29.64M | 1.31% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Aengus Kelly | Chief Executive Officer, Director | 6,628,955 | 3.97% | May 8, 2026 |
| Cormac Stuart | Chief Accounting Officer | 13,642 | 0.01% | Jun 17, 2026 |
| Peter Juhas | Chief Financial Officer | 377,653 | 0.23% | May 13, 2026 |
| Vincent Drouillard | General Counsel | 200,492 | 0.12% | May 8, 2026 |
| Peter Deane Anderson | Chief Commercial Officer | 395,057 | 0.24% | Mar 18, 2026 |
| Rita Forst | Director | 7,333 | 0.00% | Aug 11, 2026 |
| Robert G. Warden | Director | 27,975 | 0.02% | May 18, 2026 |
| W. Douglas Parker | Director | – | – | Apr 27, 2026 |
| Julian Bradford Branch | Director | 48,925 | 0.03% | Apr 17, 2026 |
| Stacey Cartwright | Director | 4,783 | 0.00% | Apr 17, 2026 |
| Victoria Clare Jarman | Director | – | – | Mar 19, 2026 |
| Jennifer VanBelle | Director | 1,319 | 0.00% | Mar 18, 2026 |
| Michael George Walsh | Director | 20,772 | 0.01% | Mar 18, 2026 |
| Paul T. Dacier | Director | 16,020 | 0.01% | Mar 18, 2026 |
| James A. Lawrence | Director | 15,945 | 0.01% | Mar 18, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Rita Forst Director | Aug 6, 2026 | Sale | −2,000 | $155.64 | $311.28K | 7,333 |
| Rita Forst Director | Aug 6, 2026 | Sale | −2,000 | $155.64 | $311.28K | 7,333 |
| Cormac Stuart Chief Accounting Officer | Jun 15, 2026 | Sale | −11,644 | $143.21 | $1.67M | 0 |
| Peter Juhas Chief Financial Officer | May 12, 2026 | Sale | −164 | $146.51 | $24.03K | 183,574 |
| Peter Juhas Chief Financial Officer | May 12, 2026 | Sale | −23,842 | $143.77 | $3.43M | 235,732 |
| Peter Juhas Chief Financial Officer | May 12, 2026 | Sale | −43,800 | $145.02 | $6.35M | 191,932 |
| Peter Juhas Chief Financial Officer | May 12, 2026 | Sale | −8,194 | $145.85 | $1.20M | 183,738 |
| Robert G. Warden Director | May 8, 2026 | Gift | −240 | – | – | 27,735 |
| Robert G. Warden Director | May 8, 2026 | Gift | −740 | – | – | 29,689 |
| Robert G. Warden Director | May 8, 2026 | Gift | −337 | – | – | 29,352 |
| Robert G. Warden Director | May 8, 2026 | Gift | −632 | – | – | 28,720 |
| Robert G. Warden Director | May 8, 2026 | Gift | −265 | – | – | 28,455 |
| Robert G. Warden Director | May 8, 2026 | Gift | +240 | – | – | 240 |
| Robert G. Warden Director | May 8, 2026 | Gift | +240 | – | – | 240 |
| Robert G. Warden Director | May 8, 2026 | Gift | +240 | – | – | 240 |
| Robert G. Warden Director | May 8, 2026 | Gift | +240 | – | – | 240 |
| Robert G. Warden Director | May 8, 2026 | Gift | −240 | – | – | 27,495 |
| Robert G. Warden Director | May 8, 2026 | Gift | −240 | – | – | 27,975 |
| Robert G. Warden Director | May 8, 2026 | Gift | −240 | – | – | 28,215 |
| Vincent Drouillard General Counsel | May 7, 2026 | Sale | −4,504 | $150.00 | $675.60K | 91,323 |
| Aengus Kelly Chief Executive Officer, Director | May 6, 2026 | Sale | −3,071 | $150.35 | $461.72K | 1,164,206 |
| Aengus Kelly Chief Executive Officer, Director | May 6, 2026 | Sale | −8,204 | $149.19 | $1.22M | 1,167,277 |
| Aengus Kelly Chief Executive Officer, Director | May 6, 2026 | Sale | −2,563 | $147.59 | $378.27K | 1,186,643 |
| Aengus Kelly Chief Executive Officer, Director | May 6, 2026 | Sale | −3,071 | $150.35 | $461.72K | 56,725 |
| Aengus Kelly Chief Executive Officer, Director | May 6, 2026 | Sale | −8,204 | $149.19 | $1.22M | 59,796 |
| Aengus Kelly Chief Executive Officer, Director | May 6, 2026 | Sale | −11,163 | $148.43 | $1.66M | 68,000 |
| Aengus Kelly Chief Executive Officer, Director | May 6, 2026 | Sale | −11,162 | $148.43 | $1.66M | 1,175,481 |
| Aengus Kelly Chief Executive Officer, Director | May 6, 2026 | Sale | −2,562 | $147.59 | $378.13K | 79,163 |
| Aengus Kelly Chief Executive Officer, Director | Apr 20, 2026 | Option exercise | +500,000 | – | – | 5,560,034 |
| Aengus Kelly Chief Executive Officer, Director | Apr 20, 2026 | Tax withholding | −152,010 | $147.45 | $22.41M | 5,408,024 |
| Peter Juhas Chief Financial Officer | Apr 20, 2026 | Tax withholding | −11,805 | $147.45 | $1.74M | 315,377 |
| Peter Juhas Chief Financial Officer | Apr 20, 2026 | Option exercise | +30,000 | – | – | 327,182 |
| Vincent Drouillard General Counsel | Apr 20, 2026 | Option exercise | +15,000 | – | – | 185,828 |
| Vincent Drouillard General Counsel | Apr 20, 2026 | Tax withholding | −5,903 | $147.45 | $870.40K | 179,925 |
| Robert G. Warden Director | Apr 15, 2026 | Option exercise | +3,345 | – | – | 31,667 |
| Robert G. Warden Director | Apr 15, 2026 | Tax withholding | −1,238 | $148.97 | $184.42K | 30,429 |
| Rita Forst Director | Apr 15, 2026 | Option exercise | +3,345 | – | – | 10,939 |
| Rita Forst Director | Apr 15, 2026 | Tax withholding | −1,606 | $148.97 | $239.25K | 9,333 |
| Stacey Cartwright Director | Apr 15, 2026 | Tax withholding | −1,606 | $148.97 | $239.25K | 4,783 |
| Stacey Cartwright Director | Apr 15, 2026 | Option exercise | +3,345 | – | – | 6,389 |
| Julian Bradford Branch Director | Apr 15, 2026 | Option exercise | +25,039 | – | – | 48,925 |
| Julian Bradford Branch Director | Apr 15, 2026 | Tax withholding | −12,019 | $148.97 | $1.79M | 36,906 |
| Cormac Stuart Chief Accounting Officer | Mar 24, 2026 | Other | +109 | $135.21 | $14.74K | 403 |
| Michael George Walsh Director | Aug 24, 2017 | Buy | +500 | $48.58 | $24.29K | 500 |
| James A. Lawrence Director | Aug 9, 2017 | Buy | +46,720 | $49.69 | $2.32M | 100,000 |
| James A. Lawrence Director | Aug 7, 2017 | Buy | +53,280 | $49.91 | $2.66M | 53,280 |
| Michael Gradon Director | Aug 7, 2017 | Sale | −742 | $50.16 | $37.22K | 3,380 |
| Aengus Kelly Chief Executive Officer, Director | Aug 4, 2017 | Sale | −100,000 | $49.87 | $4.99M | 2,231,875 |
| Dikken Wouter Marinus den Chief Operating Officer | May 30, 2017 | Sale | −50,000 | $43.99 | $2.20M | 205,808 |
| Dikken Wouter Marinus den Chief Operating Officer | May 11, 2017 | Other | +52,389 | – | – | 255,808 |
| James N. Chapman Director | May 11, 2017 | Sale | −4,000 | $44.58 | $178.32K | 11,261 |
| James N. Chapman Director | May 5, 2017 | Award | +2,653 | – | – | 15,261 |
| Marius Jonkhart Director | May 5, 2017 | Award | +2,069 | – | – | 16,605 |
| Noaimi Salem Rashed Abdulla Ali Al Director | May 5, 2017 | Award | +1,298 | – | – | 3,335 |
| Aengus Kelly Chief Executive Officer, Director | Mar 27, 2017 | Other | +19,358 | – | – | 19,358 |
| Dikken Wouter Marinus den Chief Operating Officer | Mar 13, 2017 | Sale | −75,000 | $44.95 | $3.37M | 203,419 |
| Dikken Wouter Marinus den Chief Operating Officer | Feb 13, 2017 | Award | +2,870 | – | – | 278,419 |
| Dikken Wouter Marinus den Chief Operating Officer | Dec 15, 2016 | Other | +46,502 | – | – | 275,549 |
| Aengus Kelly Chief Executive Officer, Director | Dec 12, 2016 | Sale | −100,000 | $43.71 | $4.37M | 2,331,875 |
| Michael Gradon Director | Nov 21, 2016 | Sale | −1,091 | $44.57 | $48.63K | 4,122 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Forst Rita Director | Aug 6, 2026 | 2,000 | $310.26K | Aug 6, 2026 | Vesting of Restricted Stock(2) |
| Juhas Peter Chief Financial Officer | May 11, 2026 | 76,000 | $11.40M | May 11, 2026 | Vesting of Restricted Stock Units(2) |
| Aengus Kelly Chief Executive Officer & Executive Director | May 6, 2026 | 50,000 | $7.23M | May 6, 2026 | Vesting of Restricted Stock(2) |
| Rita Forst Director | Feb 18, 2026 | 1,000 | $152.56K | Feb 19, 2026 | Vesting of Restricted Stock(2) |
| Kelly Aengus Chief Executive Officer & Executive Director | Feb 17, 2026 | 65,000 | $9.78M | Feb 17, 2026 | Vesting of Restricted Stock(2) |
| Aengus Kelly Chief Executive Officer & Executive Director | Dec 12, 2025 | 50,000 | $7.06M | Dec 12, 2025 | Vesting of Restricted Stock (2) |
| Rita Forst Director | Dec 5, 2025 | 1,000 | $139.92K | Dec 5, 2025 | Vesting of Restricted Stock (2) |
| Peter Juhas Chief Financial Officer | Nov 24, 2025 | 7,500 | $987.53K | Nov 24, 2025 | Vesting of Restricted Stock Units (2) |
| Peter Anderson Chief Commercial Officer | Nov 6, 2025 | 197,965 | $26.45M | Nov 6, 2025 | Vesting of Restricted Stock(2) |
| Stacey Cartwright Director | Oct 31, 2025 | 3,500 | $456.33K | Oct 31, 2025 | Vesting of Restricted Stock(2) |
| Aengus Kelly Chief Executive Officer & Executive Director | Oct 30, 2025 | 65,000 | $8.56M | Oct 30, 2025 | Vesting of Restricted Stock(2) |
| Michael George Walsh Director | Sep 2, 2025 | 850 | $104.98K | Sep 2, 2025 | Vesting of Restricted Stock Units |
| Rita Forst Director | Aug 28, 2025 | 450 | $55.32K | Aug 28, 2025 | Vesting of Restricted Stock(2) |
| Peter Deane Anderson Chief Commercial Officer | Aug 14, 2025 | 36,300 | $4.13M | Aug 15, 2025 | Vesting of Restricted Stock(2) |
| Michael Gradon Former Director | May 9, 2025 | 14,605 | $1.58M | May 9, 2025 | Vesting of Restricted Stock(2) |