Westlake Ownership | Who Owns Westlake?
Westlake Ownership Summary
Westlake is owned by 12.30% institutional investors, 73.45% insiders, and 14.25% retail investors. Vanguard group is the largest institutional shareholder, holding 3.01% of WLK shares. Victory Sycamore Established Value R is the top mutual fund, with 1.87% of its assets in Westlake shares.
WLK Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Westlake | 12.30% | 73.45% | 14.25% |
Sector | Basic Materials Stocks | 43.71% | 11.17% | 45.11% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Vanguard group | 3.88M | 3.01% | $444.61M |
Blackrock funding, inc. /de | 3.66M | 2.84% | $419.38M |
Blackrock | 3.41M | 2.65% | $493.55M |
Victory capital management | 3.31M | 2.58% | $379.93M |
Fmr | 1.44M | 1.12% | $164.94M |
Capital world investors | 1.29M | 1.00% | $147.61M |
State street | 1.19M | 0.93% | $172.17M |
Balyasny asset management | 993.15K | 0.77% | $113.86M |
Nuveen asset management | 983.09K | 0.76% | $112.71M |
Goldman sachs group | 938.92K | 0.73% | $107.65M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Robotti robert | 164.30K | 3.31% | $18.84M |
Merewether investment management, lp | 273.64K | 1.25% | $31.37M |
Ilex capital partners (uk) llp | 152.02K | 1.12% | $17.43M |
Axq capital, lp | 12.10K | 0.62% | $1.39M |
Hite hedge asset management | 60.65K | 0.51% | $6.95M |
Deprince race & zollo | 218.28K | 0.50% | $25.03M |
Yorktown management & research | 3.05K | 0.47% | $441.70K |
Sprott | 65.00K | 0.44% | $7.45M |
Custom index systems | 7.06K | 0.43% | $809.31K |
Readystate asset management lp | 115.73K | 0.41% | $13.27M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Balyasny asset management | 993.15K | 0.17% | 873.89K |
Victory capital management | 3.31M | 0.37% | 574.07K |
Ubs group | 557.56K | 0.01% | 516.95K |
Norges bank | 406.71K | 0.01% | 406.71K |
First trust advisors lp | 827.52K | 0.08% | 299.60K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Orbis allan gray | 299.80K | 0.18% | -1.47M |
Fmr | 1.44M | 0.01% | -1.29M |
Bank of america corp /de/ | - | - | -403.20K |
Scopus asset management | - | - | -276.75K |
Ilex capital partners (uk) llp | 152.02K | 1.12% | -217.55K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 406.71K | 0.01% | 406.71K | $46.63M |
Deprince race & zollo | 218.28K | 0.50% | 218.28K | $25.03M |
1832 asset management | 187.67K | 0.02% | 187.67K | $27.18M |
Raymond james financial | 116.97K | 0.01% | 116.97K | $13.41M |
Readystate asset management lp | 115.73K | 0.41% | 115.73K | $13.27M |
Sold Out
Holder | Change |
---|---|
Global retirement partners | -1.00 |
Advisornet financial | -1.00 |
Tfc financial management | -1.00 |
Abound wealth management | -1.00 |
Tfo-tdc | -2.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Dec 31, 2024 | 190 | -54.33% | 15,823,842 | -52.43% | 12 | 1.84% | 85 | -60.65% | 66 | -45.45% |
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% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Victory Sycamore Established Value R | 2.41M | 1.87% | 527.00K |
American Funds Fundamental Invs A | 1.27M | 0.99% | - |
Capital Group Fundamental Invtrs Comp | 1.27M | 0.99% | - |
Vanguard US Total Market Shares ETF | 1.23M | 0.96% | 1.02K |
Vanguard Total Stock Mkt Idx Inv | 1.22M | 0.95% | 695.00 |
iShares Core S&P Mid-Cap ETF | 1.09M | 0.85% | 360.00 |
Global X US Infrastructure Dev ETF | 803.42K | 0.63% | -429.00 |
First Trust SMID Cp Rising Div Achv ETF | 777.20K | 0.61% | 1.66K |
CREF Stock R1 | 527.50K | 0.41% | 120.76K |
Vanguard Institutional Extnd Mkt Idx Tr | 508.81K | 0.40% | 2.02K |
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 |
---|---|---|
2025 Q1 | - | - |
2024 Q4 | - | 2 |
2024 Q3 | - | - |
2024 Q2 | - | 2 |
2024 Q1 | - | 4 |
WLK Ownership FAQ
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