Whirlpool (WHR) Institutional Ownership

$94.89
-0.13 (-0.14%)
(As of 05/8/2024 ET)

Institutional Ownership Changes (13F Filings) for Whirlpool (NYSE:WHR)

Current
Institutional Ownership
Percentage
90.78%
Number of
Institutional Buyers
(last 12 months)
353
Total
Institutional Inflows
(last 12 months)
$15.26B
Number of
Institutional Sellers
(last 12 months)
246
Total
Institutional Outflows
(last 12 months)
$512.18M
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WHR Institutional Buying and Selling by Quarter

Whirlpool Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024Edmond DE Rothschild Holding S.A.100,000$11.96M0.2%N/A0.183%
5/8/2024William Blair Investment Management LLC3,258$390K0.0%+18.1%0.006%
5/8/2024Avantax Advisory Services Inc.4,094$490K0.0%-10.1%0.007%
5/8/2024US Bancorp DE15,635$1.87M0.0%-3.2%0.029%
5/8/2024Russell Investments Group Ltd.321,077$38.41M0.1%+73.2%0.588%
5/8/2024 Qsemble Capital Management LP24,929$2.98M0.7%+847.2%0.046%
5/8/2024 QRG Capital Management Inc.5,496$657K0.0%-2.1%0.010%
5/8/2024 Legacy Capital Group California Inc.7,095$849K0.3%+75.1%0.013%
5/7/2024 Arnhold LLC98,270$11.76M1.2%-1.2%0.180%
5/7/2024 Meeder Asset Management Inc.82,982$9.93M0.6%+853.2%0.152%
5/7/2024 Sei Investments Co.41,568$4.98M0.0%+3.6%0.076%
5/7/2024 Quantum Private Wealth LLC7,331$877K0.3%-13.6%0.013%
5/7/2024 Montag A & Associates Inc.805$96K0.0%N/A0.001%
5/7/2024Susquehanna Fundamental Investments LLC86,675$10.37M0.5%N/A0.159%
5/7/2024 River Global Investors LLP10,262$1.23M0.3%-1.1%0.019%
5/7/2024 Oppenheimer Asset Management Inc.4,151$497K0.0%+9.0%0.008%
5/7/2024 Oppenheimer & Co. Inc.3,076$368K0.0%+18.3%0.006%
5/7/2024 Retirement Planning Co of New England Inc.1,994$239K0.1%N/A0.004%
5/7/2024 SG Americas Securities LLC2,044$245K0.0%-87.2%0.004%
5/7/2024 Empowered Funds LLC8,810$1.05M0.0%N/A0.016%
5/7/2024 AIA Group Ltd3,963$474K0.0%N/A0.007%
5/6/2024 Quantbot Technologies LP41,295$4.94M0.3%-22.7%0.076%
5/6/2024 LSV Asset Management1,628,709$194.84M0.4%-3.3%2.981%
5/6/2024 Envestnet Portfolio Solutions Inc.3,869$463K0.0%+19.1%0.007%
5/6/2024 Texas Permanent School Fund Corp48,135$5.76M0.0%+327.8%0.088%
5/3/2024 Carson Advisory Inc.8,065$965K0.7%+11.2%0.015%
5/3/2024 Commerce Bank47,574$5.69M0.0%-27.1%0.087%
5/3/2024 Easterly Investment Partners LLC71,919$8.60M0.7%N/A0.132%
5/2/2024 Salomon & Ludwin LLC797$95K0.0%+44.1%0.001%
5/2/2024 Mutual of America Capital Management LLC32,771$3.92M0.0%+345.9%0.060%
5/2/2024 FORA Capital LLC44,000$5.26M0.4%+178.8%0.081%
5/2/2024 Daiwa Securities Group Inc.2,125$254K0.0%-40.9%0.004%
5/2/2024 Access Investment Management LLC62,320$7.46M2.5%+1,146.4%0.114%
5/1/2024 Janney Montgomery Scott LLC41,855$5.01M0.0%+20.0%0.077%
5/1/2024 BNP Paribas Financial Markets32,118$3.84M0.0%-49.6%0.059%
5/1/2024 Mirae Asset Global Investments Co. Ltd.24,957$3.03M0.0%+16.4%0.046%
4/30/2024 Private Advisor Group LLC5,006$599K0.0%+2.6%0.009%
4/30/2024 J.W. Cole Advisors Inc.2,827$337K0.0%-11.0%0.005%
4/30/2024 Retirement Systems of Alabama69,067$8.26M0.0%+471.3%0.126%
4/30/2024 HB Wealth Management LLC1,829$219K0.0%N/A0.003%
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4/29/2024Commonwealth Equity Services LLC47,799$5.72M0.0%+23.3%0.087%
4/29/2024 Greenleaf Trust1,880$225K0.0%+8.1%0.003%
4/29/2024 Principal Financial Group Inc.206,939$24.76M0.0%+235.2%0.379%
4/29/2024 Benjamin F. Edwards & Company Inc.1,466$176K0.0%+21.9%0.003%
4/26/2024 Securian Asset Management Inc.4,523$541K0.0%+30.5%0.008%
4/26/2024 UMB Bank n.a.237$28K0.0%-77.4%0.000%
4/26/2024 Yousif Capital Management LLC27,443$3.28M0.0%+159.5%0.050%
4/26/2024 SYSTM Wealth Solutions LLC3,405$407K0.1%-18.1%0.006%
4/26/2024 Verdence Capital Advisors LLC2,860$342K0.0%N/A0.005%
4/25/2024 New York State Teachers Retirement System55,259$6.61M0.0%+2.3%0.101%
4/24/2024 CENTRAL TRUST Co605$72K0.0%-39.7%0.001%
4/24/2024 LHM Inc.20,310$2.43M1.8%+496.3%0.037%
4/24/2024 Assenagon Asset Management S.A.37,164$4.45M0.0%N/A0.068%
4/23/2024 Global Retirement Partners LLC293$35K0.0%-55.1%0.001%
4/23/2024 Louisiana State Employees Retirement System15,800$1.89M0.0%+378.8%0.029%
4/23/2024 Community Financial Services Group LLC4,224$505K0.1%N/A0.008%
4/23/2024 Amalgamated Bank36,849$4.41M0.0%+116.1%0.067%
4/23/2024 New Mexico Educational Retirement Board11,500$1.38M0.0%+304.4%0.021%
4/23/2024 Fifth Third Bancorp4,056$485K0.0%+122.1%0.007%
4/23/2024 Raymond James Financial Services Advisors Inc.14,194$1.70M0.0%+21.7%0.026%
4/22/2024 PFG Investments LLC3,507$420K0.0%+53.7%0.006%
4/22/2024 Raymond James & Associates60,918$7.29M0.0%-14.0%0.111%
4/22/2024 Lakewood Asset Management LLC7,713$923K0.6%+2.9%0.014%
4/22/2024 Strategic Advisors LLC6,074$727K0.1%+4.7%0.011%
4/19/2024 Westside Investment Management Inc.2,245$269K0.1%-10.0%0.004%
4/19/2024 IVC Wealth Advisors LLC1,705$204K0.1%N/A0.003%
4/18/2024 State of Michigan Retirement System13,500$1.62M0.0%-9.9%0.025%
4/18/2024 Westhampton Capital LLC9,400$1.13M0.6%+78.2%0.017%
4/16/2024 Opinicus Capital Inc.4,218$505K0.4%+39.9%0.008%
4/16/2024 Courier Capital LLC13,848$1.66M0.1%+3.3%0.025%
4/16/2024 Wealth Enhancement Advisory Services LLC11,278$1.35M0.0%-25.7%0.021%
4/16/2024 Viking Fund Management LLC450$54K0.0%+542.9%0.001%
4/15/2024 Sunbelt Securities Inc.580$69K0.0%-37.6%0.001%
4/15/2024 Atlas Capital Advisors LLC869$104K0.0%-52.8%0.002%
4/15/2024 Kingswood Wealth Advisors LLC2,183$261K0.0%N/A0.004%
4/15/2024 Kwmg LLC33,965$4.06M0.4%+7.2%0.062%
4/12/2024 Gilman Hill Asset Management LLC80,224$9.60M1.7%+0.4%0.147%
4/12/2024 Global Trust Asset Management LLC765$92K0.0%-28.7%0.001%
4/11/2024 Radnor Capital Management LLC1,825$218K0.0%-21.4%0.003%
4/11/2024 Salem Investment Counselors Inc.375$45K0.0%N/A0.001%
4/11/2024 International Assets Investment Management LLC16,142$1.92M0.1%+42.2%0.030%
4/11/2024 Rockland Trust Co.7,634$913K0.0%+6.5%0.014%
4/10/2024 Park Avenue Securities LLC7,005$838K0.0%+2.5%0.013%
4/10/2024 Fulton Bank N.A.2,829$338K0.0%-19.8%0.005%
4/10/2024 MADDEN SECURITIES Corp15,219$1.82M0.8%+40.4%0.028%
4/9/2024 Alaska Permanent Fund Corp21,122$2.53M0.0%+22.6%0.039%
4/5/2024 Martin Capital Partners LLC5,766$690K0.3%+9.0%0.011%
4/5/2024 Los Angeles Capital Management LLC3,352$401K0.0%N/A0.006%
4/5/2024 CWM LLC2,852$341K0.0%+133.6%0.005%
3/26/2024Napatree Capital LLC2,017$246K0.2%N/A0.004%
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3/25/2024Quadrature Capital Ltd15,945$1.94M0.0%-29.0%0.029%
3/22/2024PNC Financial Services Group Inc.53,386$6.50M0.0%-0.4%0.098%
3/15/2024B. Riley Wealth Advisors Inc.2,913$355K0.0%+36.6%0.005%
3/11/2024Vanguard Group Inc.6,539,360$796.30M0.0%+0.0%11.967%
3/6/2024SageView Advisory Group LLC2,772$338K0.0%+19.7%0.005%
3/4/2024 Richardson Financial Services Inc.575$70K0.1%N/A0.001%
3/1/2024Royal London Asset Management Ltd.19,619$2.39M0.0%-0.8%0.036%
3/1/2024Goldman Sachs Group Inc.422,125$51.40M0.0%-13.6%0.773%
2/26/2024Neo Ivy Capital Management656$80K0.2%N/A0.001%
2/21/2024 V Square Quantitative Management LLC1,786$217K0.1%+5.9%0.003%
(Data available from 1/1/2016 forward)

WHR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WHR shares?

During the previous two years, 650 institutional investors and hedge funds held shares of Whirlpool. The most heavily invested institutionals were BlackRock Inc. ($913.57M), Vanguard Group Inc. ($796.30M), Primecap Management Co. CA ($575.96M), State Street Corp ($397.06M), Invesco Ltd. ($261.30M), Boston Partners ($256.89M), and Greenhaven Associates Inc. ($211.92M).Learn more on WHR's institutional investors.

What percentage of Whirlpool stock is owned by institutional investors?

90.78% of Whirlpool stock is owned by institutional investors. Learn more on WHR's institutional investor holdings.

Which institutional investors have been buying Whirlpool stock?

Of the 551 institutional investors that purchased Whirlpool stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($93.67M), Providence Capital Advisors LLC ($1.91M), International Assets Investment Management LLC ($1.63M), Edmp Inc. ($1.42M), Boston Partners ($1.00M), Invesco Ltd. ($541.22K), and Stifel Financial Corp ($396.78K).

How much institutional buying is happening at Whirlpool?

Institutional investors have bought a total of 109,850,227 shares in the last 24 months. This purchase volume represents approximately $16.16B in transactions.

Which Whirlpool major shareholders have been selling company stock?

Of the 386 institutional investors that sold Whirlpool stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($1.97M), Greenhaven Associates Inc. ($1.25M), BlackRock Inc. ($729.71K), Boston Partners ($693.40K), LSV Asset Management ($468.92K), Dimensional Fund Advisors LP ($455.86K), and Victory Capital Management Inc. ($240.21K).

How much institutional selling is happening at Whirlpool?

Institutional investors have sold a total of 11,414,101 shares in the last 24 months. This volume of shares sold represents approximately $1.61B in transactions.


This page (NYSE:WHR) was last updated on 5/9/2024 by MarketBeat.com Staff

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