Westlake Ownership | Who Owns Westlake?
Westlake Ownership Summary
Westlake is owned by 25.83% institutional investors, 73.35% insiders, and 0.82% retail investors. Fmr is the largest institutional shareholder, holding 3.20% of WLK shares. Victory Sycamore Established Value R is the top mutual fund, with 1.47% of its assets in Westlake shares.
WLK Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Westlake | 25.83% | 73.35% | 0.82% |
| Sector | Basic Materials Stocks | 53.16% | 10.44% | 36.40% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fmr | 4.11M | 3.20% | $595.63M |
| Vanguard group | 3.84M | 2.99% | $556.39M |
| Blackrock | 3.41M | 2.65% | $493.55M |
| Victory capital management | 2.84M | 2.22% | $411.76M |
| Orbis allan gray | 2.78M | 2.17% | $402.48M |
| Capital world investors | 1.33M | 1.04% | $193.28M |
| State street | 1.19M | 0.93% | $172.17M |
| Nuveen asset management | 942.33K | 0.73% | $136.47M |
| Dimensional fund advisors lp | 926.95K | 0.72% | $134.25M |
| Mirae asset global etfs | 816.15K | 0.64% | $118.19M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Robotti robert | 164.30K | 3.73% | $23.79M |
| Orbis allan gray | 2.78M | 2.51% | $402.48M |
| Contravisory investment management | 60.89K | 1.95% | $8.82M |
| Appian way asset management lp | 48.84K | 1.81% | $7.07M |
| Merewether investment management, lp | 223.37K | 1.71% | $32.35M |
| Sprott | 65.00K | 0.70% | $9.41M |
| Scopus asset management | 186.75K | 0.54% | $27.05M |
| Yorktown management & research | 3.05K | 0.47% | $441.70K |
| Pettee investors | 6.71K | 0.47% | $971.89K |
| Occudo quantitative strategies lp | 17.11K | 0.44% | $2.48M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mirae asset global etfs | 816.15K | 0.28% | 816.15K |
| Vanguard group | 3.84M | 0.01% | 479.96K |
| Norges bank | 395.34K | 0.01% | 395.34K |
| Nuveen asset management | 942.33K | 0.04% | 324.21K |
| Jane street group | 218.81K | 0.01% | 210.29K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Pacer advisors | 14.52K | 0.00% | -1.35M |
| Mirae asset global investments | 1.09K | 0.00% | -565.46K |
| Bank of america corp /de/ | - | - | -403.20K |
| Victory capital management | 2.84M | 0.41% | -365.92K |
| Susquehanna group, llp | 18.90K | 0.00% | -294.20K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Mirae asset global etfs | 816.15K | 0.28% | 816.15K | $118.19M |
| Norges bank | 395.34K | 0.01% | 395.34K | $57.25M |
| 1832 asset management | 187.67K | 0.02% | 187.67K | $27.18M |
| Hrt financial lp | 82.38K | 0.07% | 82.38K | $11.93M |
| Jacobs levy equity management | 74.48K | 0.04% | 74.48K | $10.79M |
Sold Out
| Holder | Change |
|---|---|
| Abound wealth management | -1.00 |
| Tfc financial management | -1.00 |
| Tfo-tdc | -2.00 |
| Natixis | -6.00 |
| Delos wealth advisors | -12.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 412 | 5.10% | 33,223,108 | -1.86% | 25 | 3.71% | 213 | 11.52% | 120 | -9.77% |
| Jun 30, 2024 | 389 | 10.83% | 33,851,369 | -0.84% | 26 | 3.73% | 189 | 13.17% | 132 | 15.79% |
| Mar 31, 2024 | 351 | -1.96% | 34,136,899 | -4.49% | 26 | 3.40% | 167 | 5.03% | 114 | -14.93% |
| Dec 31, 2023 | 358 | 6.55% | 35,740,537 | -2.30% | 27 | 3.42% | 159 | 26.19% | 134 | -6.94% |
| Sep 30, 2023 | 336 | -2.89% | 36,581,570 | 0.05% | 28 | 3.49% | 126 | -16.00% | 144 | 12.50% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Victory Sycamore Established Value R | 1.89M | 1.47% | 125.00K |
| American Funds Fundamental Invs A | 1.27M | 0.99% | -49.74K |
| Capital Group Fundamental Invtrs Comp | 1.27M | 0.99% | -49.74K |
| Vanguard Total Stock Mkt Idx Inv | 1.22M | 0.95% | -5.01K |
| iShares Core S&P Mid-Cap ETF | 1.07M | 0.83% | 2.12K |
| Global X US Infrastructure Dev ETF | 836.72K | 0.65% | 1.25K |
| Orbis Global Equity Investor | 691.16K | 0.54% | 28.37K |
| First Trust SMID Cp Rising Div Achv ETF | 523.99K | 0.41% | 2.38K |
| Vanguard Institutional Extnd Mkt Idx Tr | 491.86K | 0.38% | -1.78K |
| Vanguard Small Cap Index | 483.46K | 0.38% | 950.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 29, 2024 | Chao David Tsung-Hung | - | Sell | $225.89K |
| Nov 22, 2024 | Chao David Tsung-Hung | - | Sell | $227.50K |
| May 09, 2024 | Buesinger Robert F. | EVP, HIP, IT & Digital | Sell | $554.75K |
| May 03, 2024 | Bender Mark Steven | EVP & CFO | Sell | $753.34K |
| Mar 15, 2024 | Buesinger Robert F. | EVP, HIP, IT & Digital | Sell | $560.37K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 2 |
| 2024 Q3 | - | - |
| 2024 Q2 | - | 2 |
| 2024 Q1 | - | 4 |
| 2023 Q4 | - | 1 |
WLK Ownership FAQ
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