FTAINasdaqServices-Miscellaneous Equipment Rental & LeasingFiscal year ends December 31Also trades as FTAIM
FTAI Aviation Ltd.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 31, 2026
$163.34−1.12 (-0.68%)
Close on Oct 19, 2026
- Market cap
- $16.99B
- P/E (TTM)
- 35.5
- Dividend yield
- 0.83%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
99M
Shares held, 13F filers
Institutional holders
682
142 new, 70 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
5 buys · 5 sales
Net sold $62.70M
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. | 6,999,320 | 6.80% | 13G (passive) | Mar 31, 2026 |
| FMR LLC | 5,390,921 | 5.30% | 13G (passive) amendment | Dec 31, 2025 |
| Vanguard Capital Management | 5,361,523 | 5.22% | 13G (passive) | Mar 31, 2026 |
| Shikiar Asset Management Inc | 151,880 | 5.80% | 13G (passive) | Jun 30, 2026 |
| Capital International Investors | 12,136,483 | 11.80% | 13G (passive) amendment | Mar 31, 2026 |
| Capital World Investors | 11,601,526 | 11.30% | 13G (passive) amendment | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of FTAI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Capital International Investors | 12,382,822 | – | $3.35B | +551,595 | 0.69% |
| Capital World Investors | 11,412,484 | – | $3.09B | −234,277 | 0.36% |
| BlackRock, Inc. | 8,557,163 | – | $2.31B | +432,976 | 0.03% |
| Vanguard Capital Management LLC | 4,633,896 | – | $1.25B | +38,594 | 0.03% |
| Vanguard Portfolio Management LLC | 4,072,337 | – | $1.10B | −45,552 | 0.05% |
| FMR LLC | 3,587,945 | – | $970.65M | −1,732,000 | 0.04% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,143,073 | – | $850.30M | −609,462 | 0.65% |
| State Street Corp | 3,083,589 | – | $834.20M | +75,452 | 0.02% |
| Rubric Capital Management LP | 3,000,000 | – | $811.59M | +423,814 | 7.45% |
| Westfield Capital Management Co LP | 2,937,228 | – | $794.61M | +89,001 | 2.60% |
| Capital Research Global Investors | 2,891,051 | – | $782.10M | +19,764 | 0.11% |
| Wellington Management Group Llp | 2,326,754 | – | $629.46M | +794,253 | 0.11% |
| Geode Capital Management, LLC | 1,998,027 | – | $539.09M | −248,224 | 0.03% |
| Goldman Sachs Group Inc | 1,959,422 | – | $530.08M | +636,930 | 0.05% |
| Value Aligned Research Advisors, LLC | 1,393,259 | – | $376.92M | +322,367 | 0.94% |
| Norges Bank | 1,280,959 | – | $346.54M | New | 0.03% |
| Frontier Capital Management Co LLC | 1,183,492 | – | $320.17M | +121,282 | 2.98% |
| Morgan Stanley | 1,160,212 | – | $313.87M | +154,521 | 0.02% |
| JPMorgan Chase & Co | 1,032,428 | – | $272.17M | −42,678 | 0.02% |
| Charles Schwab Investment Management Inc | 902,149 | – | $244.06M | +41,023 | 0.03% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 682 | 99M | 142 / 254 | 203 / 70 | 10M | 7M |
| Q1 2026 | 616 | 96M | 183 / 183 | 200 / 77 | 28M | 18M |
| Q4 2025 | 516 | 96M | 108 / 192 | 148 / 60 | 10M | 9M |
| Q3 2025 | 476 | 96M | 103 / 148 | 176 / 49 | 8M | 11M |
| Q2 2025 | 427 | 99M | 85 / 141 | 152 / 70 | 17M | 17M |
| Q1 2025 | 417 | 98M | 84 / 157 | 140 / 113 | 21M | 16M |
| Q4 2024 | 454 | 94M | 103 / 143 | 156 / 33 | 14M | 16M |
| Q3 2024 | 390 | 96M | 98 / 117 | 130 / 30 | 17M | 11M |
| Q2 2024 | 324 | 97M | 78 / 95 | 112 / 33 | 13M | 13M |
| Q1 2024 | 280 | 97M | 66 / 76 | 104 / 24 | 12M | 9M |
| Q4 2023 | 241 | 94M | 45 / 74 | 82 / 23 | 11M | 8M |
| Q3 2023 | 224 | 92M | 40 / 77 | 68 / 38 | 14M | 12M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of FTAI | Value | % of fund | As of |
|---|---|---|---|---|---|
| Growth Fund of America | 6,169,314 | – | $1.61B | 0.45% | May 31, 2026 |
| American Funds Fundamental Investors | 5,505,004 | – | $1.49B | 0.82% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 3,258,046 | – | $881.40M | 0.04% | Jun 30, 2026 |
| American Balanced Fund | 2,970,683 | – | $803.66M | 0.28% | Jun 30, 2026 |
| Investment Co of America | 2,741,882 | – | $741.76M | 0.40% | Jun 30, 2026 |
| New Perspective Fund | 2,713,223 | – | $734.01M | 0.43% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,352,809 | – | $636.51M | 0.34% | Jun 30, 2026 |
| SMALLCAP World Fund Inc | 1,468,474 | – | $397.27M | 0.42% | Jun 30, 2026 |
| Growth Fund | 1,396,830 | – | $377.88M | 0.66% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 1,356,456 | – | $366.96M | 0.78% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,176,572 | – | $318.30M | 0.33% | Jun 30, 2026 |
| iShares U.S. Aerospace & Defense ETF | 1,039,356 | – | $281.18M | 1.95% | Jun 30, 2026 |
| New Economy Fund | 692,736 | – | $180.35M | 0.35% | May 31, 2026 |
| iShares Russell 1000 Growth ETF | 387,362 | – | $104.79M | 0.08% | Jun 30, 2026 |
| Vanguard Mid-Cap Growth Fund | 317,882 | – | $65.48M | 2.43% | 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 | Latest filing |
|---|---|---|---|
| Joseph P. Adams Jr. | CEO and Chairman, Director | 529,260 | May 29, 2026 |
| BoHee Yoon | Secretary, General Counsel | 4,063 | Sep 2, 2026 |
| David Moreno | President | 203,844 | Aug 3, 2026 |
| Stacy Kuperus | Chief Operating Officer | 72,653 | Jul 2, 2026 |
| Michael Hazan | Chief Accounting Officer | 4,779 | Mar 17, 2026 |
| Nicholas McAleese | Chief Financial Officer | 5,749 | Mar 17, 2026 |
| Eun Nam | Chief Financial Officer | 10,592 | Mar 5, 2026 |
| Shyam H. Gidumal | Director | 2,346 | Sep 17, 2026 |
| Paul R. Goodwin | Director | 115,445 | Sep 17, 2026 |
| Martin Tuchman | Director | 404,373 | Sep 17, 2026 |
| Ray M. Robinson | Director | 56,716 | Sep 17, 2026 |
| Judith A. Hannaway | Director | 3,564 | May 29, 2026 |
| A. Andrew Levison | Director | 11,703 | May 29, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Paul R. Goodwin Director | Sep 15, 2026 | Award | +171 | – | – | 83,083 |
| Ray M. Robinson Director | Sep 15, 2026 | Award | +164 | – | – | 56,716 |
| Martin Tuchman Director | Sep 15, 2026 | Award | +118 | – | – | 193,882 |
| Shyam H. Gidumal Director | Sep 15, 2026 | Award | +125 | – | – | 2,346 |
| BoHee Yoon Secretary, General Counsel | Sep 1, 2026 | Tax withholding | −398 | $190.10 | $75.66K | 4,063 |
| Ray M. Robinson Director | Aug 10, 2026 | Gift | −3,673 | – | – | 56,552 |
| David Moreno President | Jul 31, 2026 | Buy | +2,475 | $201.27 | $498.14K | 199,490 |
| David Moreno President | Jul 1, 2026 | Tax withholding | −41,475 | $270.53 | $11.22M | 197,015 |
| Stacy Kuperus Chief Operating Officer | Jul 1, 2026 | Tax withholding | −17,973 | $270.53 | $4.86M | 72,653 |
| Ray M. Robinson Director | Jun 15, 2026 | Award | +119 | – | – | 60,225 |
| Martin Tuchman Director | Jun 15, 2026 | Award | +86 | – | – | 193,764 |
| Paul R. Goodwin Director | Jun 15, 2026 | Award | +124 | – | – | 82,912 |
| Martin Tuchman Director | May 28, 2026 | Award | +552 | – | – | 193,678 |
| Shyam H. Gidumal Director | May 28, 2026 | Award | +552 | – | – | 2,221 |
| A. Andrew Levison Director | May 28, 2026 | Award | +552 | – | – | 11,703 |
| Judith A. Hannaway Director | May 28, 2026 | Award | +552 | – | – | 3,564 |
| Ray M. Robinson Director | May 28, 2026 | Award | +552 | – | – | 60,106 |
| Joseph P. Adams Jr. CEO and Chairman, Director | May 28, 2026 | Tax withholding | −10,783 | $262.78 | $2.83M | 225,644 |
| Paul R. Goodwin Director | May 28, 2026 | Award | +552 | – | – | 82,788 |
| Judith A. Hannaway Director | May 27, 2026 | Sale | −255 | $253.89 | $64.74K | 3,012 |
| Joseph P. Adams Jr. CEO and Chairman, Director | May 11, 2026 | Option exercise | +12,448 | $25.44 | $316.68K | 244,179 |
| Joseph P. Adams Jr. CEO and Chairman, Director | May 11, 2026 | Tax withholding | −7,752 | $270.29 | $2.10M | 236,427 |
| Martin Tuchman Director | May 4, 2026 | Sale | −67,500 | $241.99 | $16.33M | 210,491 |
| Martin Tuchman Director | May 4, 2026 | Sale | −43,176 | $240.64 | $10.39M | 193,126 |
| Martin Tuchman Director | May 1, 2026 | Sale | −143,584 | $242.44 | $34.81M | 236,302 |
| Michael Hazan Chief Accounting Officer | Mar 16, 2026 | Award | +4,236 | – | – | 4,779 |
| Judith A. Hannaway Director | Mar 16, 2026 | Award | +67 | – | – | 3,267 |
| A. Andrew Levison Director | Mar 16, 2026 | Award | +88 | – | – | 11,151 |
| Ray M. Robinson Director | Mar 16, 2026 | Award | +122 | – | – | 59,554 |
| Nicholas McAleese Chief Financial Officer | Mar 16, 2026 | Award | +5,083 | – | – | 5,749 |
| Shyam H. Gidumal Director | Mar 16, 2026 | Award | +93 | – | – | 1,669 |
| Martin Tuchman Director | Mar 16, 2026 | Award | +88 | – | – | 379,886 |
| Paul R. Goodwin Director | Mar 16, 2026 | Award | +128 | – | – | 82,236 |
| Eun Nam Chief Financial Officer | Mar 4, 2026 | Tax withholding | −132 | $281.75 | $37.19K | 10,592 |
| Stacy Kuperus Chief Operating Officer | Mar 4, 2026 | Tax withholding | −1,067 | $281.75 | $300.63K | 90,626 |
| BoHee Yoon Secretary, General Counsel | Mar 4, 2026 | Tax withholding | −190 | $281.75 | $53.53K | 4,461 |
| Joseph P. Adams Jr. CEO and Chairman, Director | Mar 4, 2026 | Tax withholding | −1,689 | $281.75 | $475.88K | 231,731 |
| David Moreno President | Mar 4, 2026 | Tax withholding | −1,956 | $281.75 | $551.10K | 238,490 |
| BoHee Yoon Secretary, General Counsel | Feb 27, 2026 | Award | +1,145 | – | – | 4,651 |
| Eun Nam Chief Financial Officer | Feb 27, 2026 | Award | +1,635 | – | – | 10,724 |
| Paul R. Goodwin Director | Feb 27, 2026 | Sale | −10,000 | $303.35 | $3.03M | 82,108 |
| Stacy Kuperus Chief Operating Officer | Feb 27, 2026 | Award | +3,270 | – | – | 91,693 |
| Joseph P. Adams Jr. CEO and Chairman, Director | Feb 27, 2026 | Award | +16,351 | – | – | 233,420 |
| David Moreno President | Feb 27, 2026 | Award | +6,540 | – | – | 240,446 |
| A. Andrew Levison Director | Dec 15, 2025 | Award | +117 | – | – | 11,063 |
| Martin Tuchman Director | Dec 15, 2025 | Award | +117 | – | – | 379,798 |
| Shyam H. Gidumal Director | Dec 15, 2025 | Award | +124 | – | – | 1,576 |
| Paul R. Goodwin Director | Nov 17, 2025 | Gift | −3,000 | – | – | 92,108 |
| Eun Nam Chief Financial Officer | Nov 14, 2025 | Buy | +652 | $153.46 | $100.06K | 9,089 |
| David Moreno Chief Operating Officer | Nov 13, 2025 | Buy | +4,354 | $153.89 | $670.04K | 4,354 |
| David Moreno Chief Operating Officer | Nov 13, 2025 | Buy | +2,283 | $153.50 | $350.44K | 233,906 |
| Joseph P. Adams Jr. CEO and Chairman, Director | Nov 13, 2025 | Buy | +2,000 | $155.91 | $311.82K | 217,069 |
| Shyam H. Gidumal Director | Sep 15, 2025 | Award | +128 | – | – | 1,452 |
| Martin Tuchman Director | Sep 15, 2025 | Award | +121 | – | – | 379,681 |
| Shyam H. Gidumal Director | Jul 31, 2025 | Award | +92 | – | – | 1,324 |
| A. Andrew Levison Director | Jul 31, 2025 | Award | +143 | – | – | 10,946 |
| Martin Tuchman Director | Jul 31, 2025 | Award | +143 | – | – | 379,560 |
| Paul R. Goodwin Director | Jul 31, 2025 | Award | +208 | – | – | 95,108 |
| Joseph P. Adams Jr. CEO and Chairman, Director | Jul 18, 2025 | Tax withholding | −10,783 | $113.59 | $1.22M | 215,069 |
| Eun Nam Chief Financial Officer | Jul 18, 2025 | Tax withholding | −1,059 | $113.59 | $120.29K | 8,437 |
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 |
|---|---|---|---|---|---|
| Martin Tuchman Director | May 4, 2026 | 110,676 | $26.72M | May 4, 2026 | Open Market Purchase |
| Martin Tuchman Director | May 1, 2026 | 143,584 | $34.80M | May 1, 2026 | Open Market Purchase |