Guru Ownership Over Time
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 Q3 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $680.34 M.
Top institutional holders include Donald Smith & Co and Pat Dorsey.
Notably, Pat Dorsey has expressed high conviction in this stock, allocating 13.75% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $148.93 M net outflow during the quarter.
Recent activity highlights Paul Tudor Jones who increased their stake by 171.1%. Conversely, Chuck Royce reduced exposure by 38.5%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 7.54% | Reduce -0.3% | 3,124,528 | $378.07 M | Q3 2025 | |
| 13.75% | Reduce -7.1% | 1,263,998 | $152.94 M | Q3 2025 | |
| 6.88% | 183,500 | $22.2 M | Q3 2025 | ||
| 0.03% | Add 171.1% | 151,593 | $18.34 M | Q3 2025 | |
| 0.01% | Add 88.5% | 65,002 | $7.87 M | Q3 2025 | |
| 0.01% | Reduce -38.5% | 9,586 | $1.16 M | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for AerCap Holdings N.V. (AER)
Top Guru holders include Donald Smith & Co ($378.07 M), Pat Dorsey ($152.94 M), Robert Bruce ($22.2 M). Collectively, tracked Gurus hold 4.8 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $148.93 M, with 2 Gurus buying and 6 Gurus selling.
In the recent quarter, 3 Gurus reduced their positions, and 3 Gurus sold out of AER completely. Total sell value was $164.2 M.
Yes, 0 Gurus opened new positions in AER, and 2 added to their existing holdings. Total buy value was $15.27 M.