Whirlpool Ownership | Who Owns Whirlpool?

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Whirlpool Ownership Summary

Whirlpool is owned by 84.40% institutional investors, 1.06% insiders, and 14.54% retail investors. Blackrock is the largest institutional shareholder, holding 11.16% of WHR shares. Vanguard PRIMECAP Inv is the top mutual fund, with 5.69% of its assets in Whirlpool shares.

WHR Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Whirlpool	84.40%	1.06%	14.54%
Sector	Consumer Cyclical Stocks	57.30%	11.86%	30.84%
Industry	Furnishings, Fixtures & Appliances Stocks	54.89%	11.93%	33.17%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	6.13M	11.16%	$626.33M
Vanguard group	5.48M	9.98%	$559.73M
Primecap management co/ca/	4.86M	8.85%	$496.51M
Charles schwab investment management	1.76M	3.21%	$179.94M
State street	1.63M	2.98%	$167.06M
Morgan stanley	1.49M	2.72%	$152.55M
Lsv asset management	1.46M	2.67%	$149.71M
Fmr	1.43M	2.61%	$146.48M
Newport trust	1.40M	2.56%	$143.38M
Hightower advisors	1.01M	1.85%	$104.24M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Fifthdelta	426.70K	9.50%	$43.61M
Access investment management	109.59K	3.64%	$11.20M
Rwwm	295.28K	3.28%	$30.17M
Costello asset management	32.95K	2.51%	$3.37M
Xcel wealth management	57.23K	1.83%	$5.85M
Lhm	37.41K	1.61%	$3.82M
Gilman hill asset management	82.68K	1.53%	$8.45M
Tabor asset management, lp	27.38K	1.49%	$2.79M
Wolf hill capital management, lp	138.62K	1.41%	$14.17M
Deprince race & zollo	532.47K	1.21%	$54.42M

Top Buyers

Holder	Shares	% Assets	Change
Hightower advisors	1.01M	0.16%	990.80K
Nuveen asset management	672.50K	0.02%	354.91K
Dimensional fund advisors lp	981.47K	0.03%	312.73K
Rwwm	295.28K	3.28%	295.28K
Newport trust	1.40M	0.36%	269.98K

Top Sellers

Holder	Shares	% Assets	Change
Lyrical asset management lp	-	-	-1.07M
Marshall wace, llp	719.49K	0.10%	-759.98K
Voloridge investment management	-	-	-695.39K
Squarepoint ops	-	-	-559.85K
Qube research	-	-	-528.27K

New Positions

Holder	Shares	% Assets	Change	Value
Rwwm	295.28K	3.28%	295.28K	$30.17M
Fidelity national financial	200.00K	0.35%	200.00K	$20.44M
Wolf hill capital management, lp	138.62K	1.41%	138.62K	$14.17M
Norges bank	131.22K	0.00%	131.22K	$13.41M
Causeway capital management	94.67K	0.26%	94.67K	$9.68M

Sold Out

Holder	Change
Abound wealth management	-1.00
Tfc financial management	-1.00
Td capital management	-2.00
Abich financial wealth management	-3.00
Hexagon capital partners	-5.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	550	-7.41%	46,333,338	-5.14%	84	1.07%	270	-12.90%	179	2.29%
Mar 31, 2024	594	-4.19%	48,842,501	-1.35%	88	1.10%	310	18.32%	175	-29.15%
Dec 31, 2023	620	-2.36%	49,509,284	-2.67%	90	1.05%	262	-14.10%	247	26.02%
Sep 30, 2023	635	-3.35%	50,868,246	1.95%	92	1.12%	305	-2.56%	196	-7.55%
Jun 30, 2023	657	2.34%	49,895,462	-2.00%	90	1.05%	313	11.39%	212	-8.23%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard PRIMECAP Inv	3.14M	5.69%	11.00K
iShares Core S&P Mid-Cap ETF	1.73M	3.13%	944.00
Vanguard Total Stock Mkt Idx Inv	1.72M	3.13%	1.12K
Vanguard Small Cap Index	1.37M	2.49%	-7.69K
Schwab US Dividend Equity ETF™	1.35M	2.45%	1.20K
iShares Select Dividend ETF	1.18M	2.14%	-397.00
Vanguard Small Cap Value Index Inv	930.45K	1.69%	3.20K
Vanguard Institutional Extnd Mkt Idx Tr	819.85K	1.49%	-13.27K
Vanguard PRIMECAP Core Inv	748.77K	1.36%	400.00
CREF Stock R1	677.48K	1.23%	4.66K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Oct 28, 2024	Peters James W	EVP, CFO AND ADMIN OFFICER	Sell	$626.86K
Sep 03, 2024	Puente Juan Carlos	EVP & PRES. WHIRLPOOL LAR	Sell	$326.57K
Jul 28, 2023	Peters James W	EXEC VICE PRESIDENT AND CFO	Sell	$858.72K
Jul 28, 2023	Bitzer Marc R	CHAIRMAN AND CEO	Sell	$2.86M
May 26, 2023	Puente Juan Carlos	EVP & PRES. WHIRLPOOL LAR	Sell	$56.35K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	1
2024 Q3	-	1
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	-	-

WHR Ownership FAQ

Who Owns Whirlpool?

Whirlpool shareholders are primarily institutional investors at 84.40%, followed by 1.06% insiders and 14.54% retail investors. The average institutional ownership in Whirlpool's industry, Furnishings, Fixtures & Appliances Stocks , is 54.89%, which Whirlpool exceeds.

Who owns the most shares of Whirlpool?

Whirlpool’s largest shareholders are Blackrock (6.13M shares, 11.16%), Vanguard group (5.48M shares, 9.98%), and Primecap management co/ca/ (4.86M shares, 8.85%). Together, they hold 29.99% of Whirlpool’s total shares outstanding.

Does Blackrock own Whirlpool?

Yes, BlackRock owns 11.16% of Whirlpool, totaling 6.13M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 626.33M$. In the last quarter, BlackRock decreased its holdings by -97.693K shares, a -1.57% change.

Who is Whirlpool’s biggest shareholder by percentage of total assets invested?

Fifthdelta is Whirlpool’s biggest shareholder by percentage of total assets invested, with 9.50% of its assets in 426.7K Whirlpool shares, valued at 43.61M$.

Who is the top mutual fund holder of Whirlpool shares?

Vanguard PRIMECAP Inv is the top mutual fund holder of Whirlpool shares, with 5.69% of its total shares outstanding invested in 3.14M Whirlpool shares.

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