Guru Ownership Trend
Guru Analysis for AerCap Holdings N.V. (AER)
AerCap Holdings N.V. (AER), a key player in the Industrials sector, continues to attract institutional attention.
As of Q2 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $587.41 M.
Top institutional holders include Donald Smith & Co and Pat Dorsey.
Notably, Donald Smith & Co has expressed high conviction in this stock, allocating 7.52% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $78.31 M net outflow during the quarter.
Recent activity highlights Ray Dalio who increased their stake by 78.9%. Conversely, Pat Dorsey reduced exposure by 31.8%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for AerCap Holdings N.V. (AER)
Major holders include Donald Smith & Co ($424.58 M), Pat Dorsey ($111.79 M), Robert Bruce ($26.97 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 4.15 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $78.31 M, with 4 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited AER. The total reported sell value was $86.71 M.
Yes, 0 managers opened new positions in AER, and 4 increased their existing holdings. The total reported buy value was $8.4 M.
