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5%+ stakes · Schedule 13D and 13G

Willis Lease Finance Corp: 5%+ holders

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Who has reported owning 5% or more of Willis Lease Finance Corp, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

As of November 6, 2026, 2 holders' latest Schedule 13D or 13G filings report owning 5% or more of Willis Lease Finance Corp. The largest reported stake is Willis Charles F Iv's, at 43.24%. 4 filings are on record since November 14, 2025 (Schedule 13D/A, April 3, 2026).

M3 Funds, LLC also filed stake reports on 12 other companies ↓

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Key facts

  • · Reporting person: CFW Partners, L.P. · Sole voting: 0 · Shared voting: 2,134,148 · Sole dispositive: 0 · Shared dispositive: 2,134,148 · SCHEDULE 13D/A, 2026-04-03
  • · Reporting person: M3 Funds, LLC · Sole voting: 0 · Shared voting: 677,248 · Sole dispositive: 0 · Shared dispositive: 677,248 · SCHEDULE 13G/A, 2026-02-04
  • · Holder: Willis Charles F Iv · Percent: 44.79% · SCHEDULE 13D/A
  • · Holder: M3 Funds, LLC · Percent: 8.9% · SCHEDULE 13G/A
At 5% or more2
Filings4
Latest filing2026-04-03

Willis Lease Finance Corp has 4 Schedule 13D or 13G filings on record since 2025-11-14. 2 holders' latest filing reports 5% or more of common stock, $0.01 par value per share. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
43.24%3,359,547SCHEDULE 13D/A, 2026-04-032026-04-01
M3 Funds, LLC9.94%677,248SCHEDULE 13G/A, 2026-02-042025-12-31

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What the Full Report on Willis Lease Finance Corp covers

  1. The Short Answer

  2. Which Company This Is

  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

  6. Who Pays Them, And Who They Are Up Against

  7. Warning Bells

  8. Sources

    4 cited sources found

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Voting and dispositive power, as filed

Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
CFW Partners, L.P.02,134,14802,134,148SCHEDULE 13D/A, 2026-04-03
Willis Charles F Iv1,211,2552,148,2921,037,6712,148,292SCHEDULE 13D/A, 2026-04-03
Willis Austin Chandler222,205646,895130,58427,992SCHEDULE 13D/A, 2026-04-03
M3 Funds, LLC0677,2480677,248SCHEDULE 13G/A, 2026-02-04
M3 Partners, LP0677,2480677,248SCHEDULE 13G/A, 2026-02-04
M3F, Inc.0677,2480677,248SCHEDULE 13G/A, 2026-02-04
Jason A. Stock0677,2480677,248SCHEDULE 13G/A, 2026-02-04
William C. Waller0677,2480677,248SCHEDULE 13G/A, 2026-02-04

The latest filing identifies Willis Lease Finance Corp by CUSIP 970646105 and gives its principal executive office as 4700 Lyons Technology Parkway, Coconut Creek, FL 33073 (SCHEDULE 13D/A, 2026-04-03).

Timeline

FiledHolderPercentFiling
2025-11-14M3 Funds, LLC8.9%SCHEDULE 13G/A
2025-11-18Willis Charles F Iv44.79%SCHEDULE 13D/A
2026-02-04M3 Funds, LLC9.94%SCHEDULE 13G/A
2026-04-03Willis Charles F Iv43.24%SCHEDULE 13D/A

Questions about who owns Willis Lease Finance Corp

Who owns Willis Lease Finance Corp?

On this page, 2 holders' latest ownership filings report 5% or more of Willis Lease Finance Corp: Willis Charles F Iv (43.24%, Schedule 13D/A, filed 2026-04-03) and M3 Funds, LLC (9.94%, Schedule 13G/A, filed 2026-02-04).

Who are the largest shareholders of Willis Lease Finance Corp?

By the share each holder's latest filing reports, the largest holders of Willis Lease Finance Corp on this page are Willis Charles F Iv (43.24%) and M3 Funds, LLC (9.94%).

When did Willis Charles F Iv buy into Willis Lease Finance Corp?

The filings give report dates, not purchase dates. The earliest filing from Willis Charles F Iv on this page is the Schedule 13D/A, filed 2025-11-18, reporting 44.79%; its latest, Schedule 13D/A filed 2026-04-03, reports 43.24%. That earliest filing is itself an amendment, which updates an earlier report.

Is this an audit or a full list?

Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 4 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/willis-lease-finance
Last updated 2026-11-06
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Who owns 5% or more of Willis Lease Finance Corp? 2 holders at 5% or more, largest Willis Charles F Iv 43.24%. MentionFox, 2026-11-06. https://mentionfox.com/stakes/willis-lease-finance