Whirlpool Ownership | Who Owns Whirlpool?
Whirlpool Ownership Summary
Whirlpool is owned by 80.58% institutional investors, 1.06% insiders, and 18.36% 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 | 80.58% | 1.06% | 18.36% |
Sector | Consumer Cyclical Stocks | 59.49% | 12.59% | 27.92% |
Industry | Furnishings, Fixtures & Appliances Stocks | 56.77% | 12.34% | 30.89% |
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 |
---|---|---|---|
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 |
Deprince race & zollo | 532.47K | 1.21% | $54.42M |
Ipg investment advisors | 53.31K | 1.19% | $5.45M |
Arnhold | 97.99K | 1.06% | $10.01M |
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 |
Norges bank | 131.22K | 0.00% | 131.22K | $13.41M |
Corebridge financial | 69.09K | 0.04% | 69.09K | $7.06M |
Ipg investment advisors | 53.31K | 1.19% | 53.31K | $5.45M |
Peak6 investments | 39.74K | 0.01% | 39.74K | $4.06M |
Sold Out
Holder | Change |
---|---|
Tfc financial management | -1.00 |
Abound wealth management | -1.00 |
Td capital management | -2.00 |
Valued wealth advisors | -2.00 |
Abich financial wealth management | -3.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 556 | 0.36% | 44,477,438 | -4.03% | 80 | 1.13% | 266 | -2.21% | 175 | -3.85% |
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% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard PRIMECAP Inv | 3.14M | 5.69% | 11.00K |
iShares Core S&P Mid-Cap ETF | 1.76M | 3.20% | 3.48K |
Vanguard Total Stock Mkt Idx Inv | 1.72M | 3.12% | -5.60K |
Schwab US Dividend Equity ETF™ | 1.38M | 2.51% | 1.68K |
Vanguard Small Cap Index | 1.38M | 2.50% | 2.70K |
iShares Select Dividend ETF | 1.18M | 2.14% | 1.19K |
Vanguard Small Cap Value Index Inv | 930.13K | 1.69% | -320.00 |
Vanguard Institutional Extnd Mkt Idx Tr | 816.00K | 1.48% | -3.85K |
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 |
---|---|---|---|---|
Nov 19, 2024 | Bitzer Marc R | CHAIRMAN AND CEO | Sell | $1.10M |
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 |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | 2 |
2024 Q3 | - | 1 |
2024 Q2 | - | - |
2024 Q1 | - | - |
2023 Q4 | - | - |
WHR Ownership FAQ
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