AerCap Holdings N.V.
US ˙ NYSE ˙ NL0000687663

SecurityAER / AerCap Holdings N.V.
InstitutionMorgan Stanley
Latest Disclosed Ownership1,840,367 shares
Latest Disclosed Value $ 252,461,735
Morgan Stanley reports 5.41% increase in ownership of AER / AerCap Holdings N.V.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 1,840,367 shares of AerCap Holdings N.V. (US:AER) valued at $252,461,545 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 1,745,881 shares of AerCap Holdings N.V.. This represents a change in shares of 5.41% during the quarter. The current value of the position is $251,099,673 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F AERCAP HOLDINGS SHS N00985106 1,840,367 94,486 5.41 252,462 0.59 0.0152
2026-05-27 2025-12-31 13F/A-1 AERCAP HOLDINGS SHS N00985106 1,745,881 -156,967 -8.25 250,988 9.01 0.0150
2026-02-13 2025-12-31 13F AERCAP HOLDINGS SHS N00985106 1,745,881 -156,967 250,988 0.0150
2026-05-27 2025-09-30 13F/A-1 AERCAP HOLDINGS SHS N00985106 1,902,848 -273,753 -12.58 230,245 -9.59 0.0139
2025-11-14 2025-09-30 13F AERCAP HOLDINGS SHS N00985106 1,902,848 -273,753 230,245 0.0139
2025-08-15 2025-06-30 13F AERCAP HOLDINGS SHS N00985106 2,176,601 301,194 16.06 254,663 32.91 0.0166
2025-05-15 2025-03-31 13F AERCAP HOLDINGS SHS N00985106 1,875,407 -11,303 -0.60 191,611 6.12 0.0137
2025-05-15 2024-12-31 13F/A-1 AERCAP HOLDINGS SHS N00985106 1,886,710 -242,044 -11.37 180,558 -10.45 0.0127
2025-02-14 2024-12-31 13F AERCAP HOLDINGS SHS N00985106 1,886,710 -242,044 180,558 0.0126
2025-05-14 2024-09-30 13F/A-2 AERCAP HOLDINGS SHS N00985106 2,128,754 -478,489 -18.35 201,636 -17.02 0.0146
2025-02-14 2024-09-30 13F/A-1 AERCAP HOLDINGS SHS N00985106 2,128,754 -478,489 201,636 0.0146
2024-11-14 2024-09-30 13F AERCAP HOLDINGS SHS N00985106 2,128,754 -478,489 201,636 0.0017
2025-05-14 2024-06-30 13F/A-2 AERCAP HOLDINGS SHS N00985106 2,607,243 232,976 9.81 242,995 17.76 0.0188
2024-10-17 2024-06-30 13F/A-1 AERCAP HOLDINGS SHS N00985106 2,607,243 232,976 242,995 0.0188
2024-08-14 2024-06-30 13F AERCAP HOLDINGS SHS N00985106 2,607,243 232,976 242,995 0.0188
2024-10-17 2024-03-31 13F/A-2 AERCAP HOLDINGS SHS N00985106 2,374,267 -477,114 -16.73 206,348 -2.63 0.0166
2024-08-16 2024-03-31 13F/A-1 AERCAP HOLDINGS SHS N00985106 2,374,267 -477,114 206,348 0.0019
2024-05-15 2024-03-31 13F AERCAP HOLDINGS SHS N00985106 2,374,267 -477,114 206,348 0.0166
2024-08-16 2023-12-31 13F/A-1 AERCAP HOLDINGS SHS N00985106 2,851,381 633,782 28.58 211,915 52.48 0.0187
2024-02-13 2023-12-31 13F AERCAP HOLDINGS SHS N00985106 2,851,381 633,782 211,915 0.0187
2023-11-15 2023-09-30 13F AERCAP HOLDINGS SHS N00985106 2,217,599 537,380 31.98 138,977 30.22 0.0141
2023-08-14 2023-06-30 13F AERCAP HOLDINGS SHS N00985106 1,680,219 216,065 14.76 106,728 29.63 0.0105
2023-05-15 2023-03-31 13F AERCAP HOLDINGS SHS N00985106 1,464,154 266,962 22.30 82,329 17.92 0.0088
2023-02-14 2022-12-31 13F AERCAP HOLDINGS SHS N00985106 1,197,192 193,967 19.33 69,820 64.41 0.0079
2022-11-14 2022-09-30 13F AERCAP HOLDINGS SHS N00985106 1,003,225 137,073 15.83 42,467 19.76 0.0058
2022-10-27 2022-06-30 13F/A-1 AERCAP HOLDINGS SHS N00985106 866,152 398,344 85.15 35,461 50.76 0.0046
2022-08-15 2022-06-30 13F AERCAP HOLDINGS SHS N00985106 866,152 398,344 35,461 0.0009
2022-10-27 2022-03-31 13F/A-1 AERCAP HOLDINGS SHS N00985106 467,808 -98,024 -17.32 23,521 -36.46 0.0032
2022-05-13 2022-03-31 13F AERCAP HOLDINGS SHS N00985106 467,808 -98,024 23,521 0.0032
2022-02-14 2021-12-31 13F AERCAP HOLDINGS SHS N00985106 565,832 255,254 82.19 37,018 106.17 0.0046
2021-11-15 2021-09-30 13F AERCAP HOLDINGS SHS N00985106 310,578 -275,357 -46.99 17,955 -40.17 0.0024
2021-08-23 2021-06-30 13F/A-1 AERCAP HOLDINGS SHS N00985106 585,935 253,786 76.41 30,008 53.82 0.0040
2021-08-16 2021-06-30 13F AERCAP HOLDINGS SHS N00985106 585,935 253,786 30,008 0.0008
2021-05-17 2021-03-31 13F AERCAP HOLDINGS SHS N00985106 332,149 59,863 21.99 19,509 57.22 0.0029
2021-02-16 2020-12-31 13F AERCAP HOLDINGS SHS N00985106 272,286 70,897 35.20 12,409 144.61 0.0019
2020-11-13 2020-09-30 13F AERCAP HOLDINGS SHS N00985106 201,389 87,879 77.42 5,073 45.11 0.0010
2020-08-14 2020-06-30 13F AERCAP HOLDINGS SHS N00985106 113,510 4,307 3.94 3,496 40.40 0.0008
2020-05-26 2020-03-31 13F/A-1 AERCAP HOLDINGS SHS N00985106 109,203 -133,402 -54.99 2,490 -83.30 0.0007
2020-05-15 2020-03-31 13F AERCAP HOLDINGS SHS N00985106 109,203 -133,402 2,490 191.2839
2020-02-14 2019-12-31 13F AERCAP HOLDINGS SHS N00985106 242,605 -57,023 -19.03 14,914 -9.08 0.0035
2019-11-14 2019-09-30 13F AERCAP HOLDINGS SHS N00985106 299,628 206,680 222.36 16,404 239.28 0.0043
2019-08-14 2019-06-30 13F AERCAP HOLDINGS SHS N00985106 92,948 -84,459 -47.61 4,835 -41.44 0.0013
2019-05-15 2019-03-31 13F AERCAP HOLDINGS SHS N00985106 177,407 -532,712 -75.02 8,256 -70.64 0.0023
2019-02-14 2018-12-31 13F AERCAP HOLDINGS SHS N00985106 710,119 392,467 123.55 28,122 53.91 0.0084
2019-04-23 2018-09-30 13F/A-2 AERCAP HOLDINGS SHS N00985106 317,652 -15,332 -4.60 18,272 1.34 0.0046
2018-11-20 2018-09-30 13F/A-1 AERCAP HOLDINGS SHS N00985106 317,652 0 18,272 0.0046
2018-11-14 2018-09-30 13F AERCAP HOLDINGS SHS N00985106 317,652 -15,332 18,272
2019-04-23 2018-06-30 13F/A-1 AERCAP HOLDINGS SHS N00985106 332,984 -44,925 -11.89 18,030 -5.94 0.0049
2018-08-14 2018-06-30 13F AERCAP HOLDINGS SHS N00985106 332,984 -44,925 18,030
2019-04-23 2018-03-31 13F/A-1 AERCAP HOLDINGS SHS N00985106 377,909 -274,018 -42.03 19,168 -44.11 0.0053
2018-05-14 2018-03-31 13F AERCAP HOLDINGS SHS N00985106 377,909 -274,018 19,168
2019-04-23 2017-12-31 13F/A-1 AERCAP HOLDINGS SHS N00985106 651,927 334,137 105.14 34,299 111.17 0.0094
2018-02-14 2017-12-31 13F AERCAP HOLDINGS SHS N00985106 651,927 334,137 34,299
2017-11-14 2017-09-30 13F AERCAP HOLDINGS SHS N00985106 317,790 29,416 10.20 16,242 21.31 0.0049
2017-08-11 2017-06-30 13F AERCAP HOLDINGS SHS N00985106 288,374 -39,863 -12.14 13,389 -11.26 0.0040
2017-05-22 2017-03-31 13F/A-1 AERCAP HOLDINGS SHS N00985106 328,237 8,902 2.79 15,088 13.55 0.0046
2017-05-12 2017-03-31 13F AERCAP HOLDINGS SHS N00985106 328,237 15,088
2017-02-22 2016-12-31 13F/A-1 AERCAP HOLDINGS SHS N00985106 319,335 -441,114 -58.01 13,288 -54.60 0.0043
2017-02-13 2016-12-31 13F AERCAP HOLDINGS SHS N00985106 319,335 13,288
2016-11-10 2016-09-30 13F AERCAP HOLDINGS SHS N00985106 760,449 -979,563 -56.30 29,269 -49.92 0.0100
2016-08-12 2016-06-30 13F AERCAP HOLDINGS SHS N00985106 1,740,012 -209,939 -10.77 58,446 -22.67 0.0211
2016-05-12 2016-03-31 13F AERCAP HOLDINGS SHS N00985106 1,949,951 -2,148,420 -52.42 75,581 -57.27 0.0291
2016-02-09 2015-12-31 13F AERCAP HOLDINGS SHS N00985106 4,098,371 -941,281 -18.68 176,884 -8.22 0.0640
2016-02-08 2015-09-30 13F/A-1 AERCAP HOLDINGS SHS N00985106 5,039,652 364,000 7.79 192,717 -9.99 0.0712
2015-11-09 2015-09-30 13F AERCAP HOLDINGS SHS N00985106 5,039,652 192,717
2015-08-12 2015-06-30 13F AERCAP HOLDINGS SHS N00985106 4,675,652 1,046,966 28.85 214,099 35.17 0.0742
2015-05-14 2015-03-31 13F AERCAP HOLDINGS SHS N00985106 3,628,686 328,999 9.97 158,393 23.65 0.0583
2015-02-13 2014-12-31 13F AERCAP HOLDINGS SHS N00985106 3,299,687 28,490 0.87 128,094 -4.26 0.0468
2014-12-16 2014-09-30 13F/A-1 AERCAP HOLDINGS SHS N00985106 3,271,197 495,182 17.84 133,792 5.23 0.0514
2014-11-14 2014-09-30 13F AERCAP HOLDINGS SHS N00985106 3,271,197 133,792
2014-08-12 2014-06-30 13F AERCAP HOLDINGS SHS N00985106 2,776,015 683,036 32.63 127,143 43.99 0.2175
2014-05-13 2014-03-31 13F AERCAP HOLDINGS SHS N00985106 2,092,979 1,068,486 104.29 88,302 124.75 0.0370
2014-02-13 2013-12-31 13F AERCAP HOLDINGS SHS N00985106 1,024,493 -161,463 -13.61 39,289 70.24 0.0167
2013-11-13 2013-09-30 13F AERCAP HOLDINGS COM ST COM N00985106 1,185,956 192,478 19.37 23,078 33.05 0.0109
2013-08-08 2013-06-30 13F AERCAP HOLDINGS COM ST COM N00985106 993,478 993,478 17,346 0.0087
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.