증권 기록
WLFC
Willis Lease Finance Corporation · Industrials · Rental & Leasing Services
74추적 보유자
+15Δ 보유자
2.39M보유 주식 수
$546.07M보고 가치
+17신규 편입 포지션
−2청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +25.4% ·
주식 흐름 +24.5% ·
순 신규 포지션 +20.0%
— 산식
광범위한 매집 — 더 많은 보유자에 걸쳐 주식 수 증가
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q2 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q2 2026 | 74 | +15 | 2.39M | $546.07M | +17 | −2 |
| Q1 2026 | 62 | +2 | 1.92M | $327.16M | +6 | −4 |
| Q4 2025 | 60 | +1 | 1.92M | $260.93M | +1 | — |
| Q3 2025 | 15 | 0 | 1.08M | $147.62M | — | — |
| Q2 2025 | 12 | +2 | 930.72K | $132.89M | +2 | — |
| Q1 2025 | 7 | +1 | 398.55K | $62.96M | +1 | — |
| Q4 2024 | 6 | -1 | 373.14K | $77.45M | +1 | −2 |
| Q3 2024 | 6 | +1 | 339.23K | $50.48M | +2 | −1 |
| Q2 2024 | 5 | — | 332.32K | $23.03M | — | — |
보유 현황 · Q2 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Dimensional Fund Advisors Lp | 548.39K | +3.3% | $125.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (패시브) | 301.28K | +40.5% | $68.93M | 0.0% | ▲ Add | 5 | SEC ↗ ×12 |
| 3 | Renaissance Technologies ✦ | 197.70K | -0.1% | $45.23M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 4 | Two Sigma Investments ✦ | 192.35K | +15.7% | $44.01M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 5 | Vanguard Capital Management Llc | 129.52K | +15.5% | $29.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Geode Capital Management ✦ (패시브) | 93.94K | +23.1% | $21.50M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 7 | State Street Global Advisors ✦ (패시브) | 77.33K | +16.1% | $17.69M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 65.64K | +36.1% | $15.02M | 0.0% | ▲ Add | 4 | SEC ↗ ×9 |
| 9 | UBS Group AG | 65.36K | +76.3% | $14.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bnp Paribas Financial Markets | 64.44K | +111.4% | $14.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | First Trust Advisors Lp | 58.31K | +61.0% | $13.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Northern Trust Corp | 47.82K | +48.7% | $10.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 13 | Bank Of America Corp /De/ | 45.56K | -14.9% | $10.42M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 14 | Hrt Financial Lp | 38.15K | 신규 | $8.73M | 0.0% | New | 1 | SEC ↗ |
| 15 | Bank of New York Mellon Corp | 37.13K | +8.7% | $8.50M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 16 | Citadel Advisors ✦ | 37.03K | +496.2% | $8.47M | 0.0% | ▲ Add | 6 | SEC ↗ ×3 |
| 17 | Allspring Global Investments… | 35.41K | -7.9% | $8.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Charles Schwab Investment… | 27.92K | +11.8% | $6.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | New York State Common Retirement… | 20.70K | +2.5% | $4.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 19.52K | +1244.4% | $4.39M | 0.0% | ▲ Add | 4 | SEC ↗ ×8 |
| 21 | Nomura Holdings Inc | 18.97K | 신규 | $4.34M | 0.0% | New | 1 | SEC ↗ |
| 22 | Us Bancorp \De\ | 18.18K | +4.3% | $4.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 23 | Goldman Sachs Group ✦ | 17.42K | +21.0% | $3.98M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 24 | Connor, Clark & Lunn Investment… | 16.27K | -8.3% | $3.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Nuveen, LLC | 16.08K | +311.5% | $3.68M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 26 | Tudor Investment Corp Et Al | 15.88K | 신규 | $3.63M | 0.0% | New | 1 | SEC ↗ |
| 27 | Universal- Beteiligungs- und… | 15.41K | 신규 | $3.53M | 0.0% | New | 1 | SEC ↗ |
| 28 | Point72 Asset Management ✦ | 14.30K | 신규 | $3.27M | 0.0% | New | 1 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 12.32K | 신규 | $2.82M | 0.0% | New | 1 | SEC ↗ |
| 30 | Franklin Resources Inc | 10.12K | +13.2% | $2.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 31 | Rhumbline Advisers | 7.93K | +16.6% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Royal Bank Of Canada | 6.86K | +471.3% | $1.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 33 | Ameriprise Financial Inc | 6.80K | +1.8% | $1.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 34 | Millennium Management ✦ | 6.70K | -69.8% | $1.53M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 35 | American Century Companies Inc | 6.47K | +22.4% | $1.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Swiss National Bank | 5.80K | -3.3% | $1.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Stifel Financial Corp | 5.79K | 신규 | $1.32M | 0.0% | New | 1 | SEC ↗ ×2 |
| 38 | Invesco Ltd. | 5.44K | -1.5% | $1.24M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 39 | Jennison Associates Llc | 4.91K | -2.6% | $1.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | LPL Financial LLC | 4.74K | 신규 | $1.08M | 0.0% | New | 1 | SEC ↗ |
| 41 | T. Rowe Price ✦ | 4.26K | +41.3% | $976,000 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 42 | Sei Investments Co | 3.88K | 신규 | $890,376 | 0.0% | New | 1 | SEC ↗ ×2 |
| 43 | Deutsche Bank Ag\ | 3.76K | +55.7% | $860,974 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 44 | Citigroup Inc | 3.50K | +1078.1% | $800,571 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 45 | Wells Fargo & Company/Mn | 3.39K | +7.4% | $775,861 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 46 | UBS AM, a distinct business unit of… | 3.31K | -2.3% | $757,557 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 47 | Lazard Asset Management Llc | 3.05K | -6.3% | $698,526 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 48 | Alliancebernstein L.P. | 4.00K | +100.0% | $681,040 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Raymond James Financial Inc | 2.83K | -69.4% | $648,190 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 50 | AQR Capital Management ✦ | 2.80K | +16.8% | $640,869 | 0.0% | ▲ Add | 7 | SEC ↗ ×4 |
| 51 | Creative Planning | 2.79K | -8.4% | $639,038 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 52 | Fidelity (FMR) ✦ | 2.41K | +1.8% | $551,786 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 53 | LMR Partners LLP | 2.33K | 신규 | $532,418 | 0.0% | New | 1 | SEC ↗ |
| 54 | Canada Pension Plan Investment Board | 2.30K | 신규 | $526,240 | 0.0% | New | 1 | SEC ↗ |
| 55 | Legal & General Group Plc | 2.26K | -5.0% | $517,546 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 56 | Cetera Investment Advisers | 2.22K | +71.7% | $507,941 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Russell Investments Group, Ltd. | 2.21K | +162.7% | $505,418 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 58 | Quantinno Capital Management LP | 2.07K | +20.4% | $473,158 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Manufacturers Life Insurance… | 1.98K | +32.8% | $453,710 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Neuberger Berman Group LLC | 1.81K | 신규 | $415,043 | 0.0% | New | 1 | SEC ↗ ×2 |
| 61 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 1.75K | +32.4% | $400,171 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Capstone Investment Advisors, Llc | 1.40K | 신규 | $321,006 | 0.0% | New | 1 | SEC ↗ |
| 63 | Bank Of Montreal /Can/ | 1.25K | -71.2% | $286,915 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 64 | Susquehanna International Group, Llp | 1.25K | -39.8% | $285,085 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Barclays Plc | 1.24K | +137.8% | $283,483 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 66 | Focus Partners Wealth | 1.23K | 신규 | $280,281 | 0.0% | New | 1 | SEC ↗ |
| 67 | Prudential Financial Inc | 1.13K | 신규 | $257,858 | 0.0% | New | 1 | SEC ↗ |
| 68 | Truist Financial Corp | 1.01K | 신규 | $230,859 | 0.0% | New | 1 | SEC ↗ |
| 69 | Fifth Third Bancorp | 330 | 신규 | $75,504 | 0.0% | New | 1 | SEC ↗ |
| 70 | Osaic Holdings, Inc. | 249 | +1.6% | $56,971 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 71 | Jones Financial Companies Lllp | 70 | 0.0% | $15,672 | 0.0% | Held | 3 | SEC ↗ |
| 72 | Pnc Financial Services Group, Inc. | 26 | 0.0% | $5,949 | 0.0% | Held | 3 | SEC ↗ |
| 73 | Optiver Holding B.V. | 16 | 0.0% | $3,661 | 0.0% | Held | 3 | SEC ↗ |
| 74 | Northwestern Mutual Wealth… | 14 | 0.0% | $3,203 | 0.0% | Held | 2 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Hrt Financial Lp | $8.73M | 0.0% |
| Nomura Holdings Inc | $4.34M | 0.0% |
| Tudor Investment Corp Et Al | $3.63M | 0.0% |
| Universal- Beteiligungs- und… | $3.53M | 0.0% |
| Point72 Asset Management | $3.27M | 0.0% |
| Envestnet Asset Management Inc | $2.82M | 0.0% |
| Stifel Financial Corp | $1.32M | 0.0% |
| LPL Financial LLC | $1.08M | 0.0% |
| Sei Investments Co | $890,376 | 0.0% |
| LMR Partners LLP | $532,418 | 0.0% |
| Canada Pension Plan… | $526,240 | 0.0% |
| Neuberger Berman Group LLC | $415,043 | 0.0% |
청산됨
| Qube Research & Technologies… | $2.10M | 이었음 0.0% |
| Jane Street Group, Llc | $973,206 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 124 보유 기관, 3.37M 주식, $440.14M 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
공개시장 매수 (P)
당사 커버리지 기간 내 공개시장 내부자 매수가 없습니다.
공개시장 매도 (S)
Sep 15
Flaherty Scott B.
Officer · 8.33K 주(sh) · $445,941
Sep 14
Flaherty Scott B.
Officer · 18.70K 주(sh) · $1.02M
Sep 11
Flaherty Scott B.
Officer · 2.98K 주(sh) · $167,360
Aug 26
WILLIS CHARLES F IV
Officer, Director, 10% owner · 15.60K 주(sh) · $859,777
Aug 25
WILLIS CHARLES F IV
Officer, Director, 10% owner · 113 주(sh) · $6,334
Aug 25
WILLIS CHARLES F IV
Officer, Director, 10% owner · 11.29K 주(sh) · $615,110
Aug 14
Dameron Clifton
Officer · 3.54K 주(sh) · $200,894
부여, 행사 및 세금 원천징수는 매수 또는 매도로 집계하지 않습니다. 방법론
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q2 2026 ·
방법론 ·
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