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 Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $656.4 M.
Top institutional holders include Donald Smith & Co and Pat Dorsey.
Notably, Pat Dorsey has expressed high conviction in this stock, allocating 12.27% of their equity portfolio to it.
Institutional sentiment is currently Bullish. This is evidenced by a $257,846.4 net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who increased their stake by 56.6%. Conversely, Ray Dalio reduced exposure by 30.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for AerCap Holdings N.V. (AER)
Major holders include Donald Smith & Co ($432.21 M), Pat Dorsey ($154.12 M), Robert Bruce ($25.17 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 4.69 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $257,846.4, with 2 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited AER. The total reported sell value was $15.14 M.
Yes, 0 managers opened new positions in AER, and 2 increased their existing holdings. The total reported buy value was $15.4 M.
