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 Q4 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $623.49 M.
Top institutional holders include Donald Smith & Co and Pat Dorsey.
Notably, Pat Dorsey has expressed high conviction in this stock, allocating 15.18% of their equity portfolio to it.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $16.06 M net outflow during the quarter.
Recent activity highlights Ray Dalio who opened a new position. Conversely, Paul Tudor Jones reduced exposure by 48.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for AerCap Holdings N.V. (AER)
Major holders include Donald Smith & Co ($443.17 M), Pat Dorsey ($174.68 M), Robert Bruce ($26.38 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 4.69 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $16.06 M, with 3 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited AER. The total reported sell value was $24.18 M.
Yes, 2 managers opened new positions in AER, and 1 increased their existing holdings. The total reported buy value was $8.13 M.
