Worthington Industries Ownership | Who Owns Worthington Industries?
Worthington Industries Ownership Summary
Worthington Industries is owned by 50.21% institutional investors, 38.09% insiders, and 11.70% retail investors. Blackrock is the largest institutional shareholder, holding 10.01% of WOR shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 3.99% of its assets in Worthington Industries shares.
WOR Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Worthington Industries | 50.21% | 38.09% | 11.70% |
Sector | Industrials Stocks | 64.16% | 10.53% | 25.31% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Blackrock | 4.95M | 10.01% | $234.25M |
Vanguard group | 3.74M | 7.57% | $177.08M |
Dimensional fund advisors lp | 2.32M | 4.69% | $109.67M |
Pacer advisors | 1.77M | 3.58% | $71.03M |
State street | 1.22M | 2.47% | $57.78M |
Macquarie group | 875.12K | 1.77% | $41.42M |
Geode capital management | 788.00K | 1.59% | $37.30M |
Capital investors | 726.96K | 1.47% | $34.41M |
American century companies | 568.68K | 1.15% | $26.92M |
Charles schwab investment management | 474.80K | 0.96% | $22.47M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Denali advisors | 111.80K | 1.45% | $5.29M |
Gerber | 32.11K | 1.20% | $1.52M |
Private wealth strategies | 82.67K | 0.79% | $3.91M |
Verity asset management | 16.17K | 0.30% | $765.51K |
De lisle partners llp | 26.02K | 0.27% | $1.23M |
Frazier financial advisors | 6.63K | 0.25% | $313.87K |
Smithfield trust | 76.12K | 0.19% | $3.60M |
Occudo quantitative strategies lp | 18.44K | 0.15% | $872.81K |
Pacer advisors | 1.77M | 0.15% | $71.03M |
Dark forest capital management lp | 17.27K | 0.15% | $817.20K |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Norges bank | 360.70K | 0.00% | 360.70K |
Capital investors | 726.96K | 0.01% | 269.46K |
American century companies | 568.68K | 0.02% | 172.85K |
Pacer advisors | 1.77M | 0.15% | 156.76K |
Geode capital management | 788.00K | 0.00% | 110.49K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Arrowstreet capital, limited partnership | - | - | -248.00K |
Aqr capital management | 19.52K | 0.00% | -119.79K |
Dimensional fund advisors lp | 2.32M | 0.03% | -110.51K |
Nuveen asset management | 80.51K | 0.00% | -83.87K |
Tudor investment corp et al | - | - | -61.22K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 360.70K | 0.00% | 360.70K | $17.07M |
Qube research | 109.41K | 0.01% | 109.41K | $5.18M |
Edgestream partners | 64.64K | 0.15% | 64.64K | $3.06M |
Peak6 investments | 32.13K | 0.00% | 32.13K | $1.52M |
Occudo quantitative strategies lp | 18.44K | 0.15% | 18.44K | $872.81K |
Sold Out
Holder | Change |
---|---|
Mendota financial group | -2.00 |
Tfo-tdc | -3.00 |
Wr wealth planners | -5.00 |
Nelson, van denburg & campbell wealth management group | -6.00 |
Versant capital management | -23.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 251 | -7.04% | 24,847,445 | -2.89% | 50 | 1.87% | 114 | -10.94% | 82 | 2.50% |
Jun 30, 2024 | 269 | -6.92% | 25,586,846 | -0.06% | 51 | 1.92% | 127 | 0.79% | 80 | -19.19% |
Mar 31, 2024 | 289 | 3.21% | 25,602,115 | -0.65% | 51 | 1.89% | 126 | -13.10% | 99 | 32.00% |
Dec 31, 2023 | 280 | - | 25,769,653 | 16.73% | 52 | 2.56% | 145 | 7.41% | 75 | -16.67% |
Sep 30, 2023 | 280 | 3.70% | 22,076,281 | -0.66% | 45 | 2.17% | 135 | 25.00% | 90 | -7.22% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
iShares Core S&P Small-Cap ETF | 2.01M | 3.99% | -24.11K |
Pacer US Small Cap Cash Cows 100 ETF | 1.77M | 3.52% | -5.76K |
Vanguard Total Stock Mkt Idx Inv | 940.44K | 1.87% | 1.02K |
iShares Russell 2000 ETF | 849.77K | 1.69% | -3.27K |
Vanguard Small Cap Index | 767.93K | 1.53% | 7.96K |
American Funds SMALLCAP World A | 726.96K | 1.45% | - |
Delaware Small Cap Core I | 701.90K | 1.40% | -4.35K |
Macquarie Small Cap Core I | 701.90K | 1.40% | - |
Avantis US Small Cap Value ETF | 579.25K | 1.15% | 308.00 |
Vanguard Small Cap Value Index Inv | 509.83K | 1.01% | -2.31K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Oct 11, 2024 | HAYEK JOSEPH B | EVP and CFO | Buy | $100.53K |
Apr 05, 2024 | HORTON OZEY K JR | - | Sell | $61.34K |
Apr 02, 2024 | ROSE B ANDREW | President & CEO | Sell | $14.75K |
Apr 02, 2024 | ROSE B ANDREW | President & CEO | Sell | $3.55M |
Apr 01, 2024 | ROSE B ANDREW | President & CEO | Sell | $4.23M |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | 1 | - |
2024 Q3 | - | - |
2024 Q2 | - | 5 |
2024 Q1 | - | 2 |
2023 Q4 | - | - |
WOR Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools