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Whirlpool (WHR) Institutional Ownership

$93.03
+2.96 (+3.29%)
(As of 05/31/2024 ET)

Institutional Ownership Changes (13F Filings) for Whirlpool (NYSE:WHR)

Current
Institutional Ownership
Percentage
90.78%
Number of
Institutional Buyers
(last 12 months)
343
Total
Institutional Inflows
(last 12 months)
$15.07B
Number of
Institutional Sellers
(last 12 months)
238
Total
Institutional Outflows
(last 12 months)
$827.29M
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WHR Institutional Buying and Selling by Quarter

Whirlpool Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/29/2024 Birmingham Capital Management Co. Inc. AL7,052$844K0.3%-3.2%0.013%
5/28/2024 Boston Partners290,991$34.76M0.0%-86.2%0.533%
5/28/2024 Teachers Retirement System of The State of Kentucky12,067$1.44M0.0%+154.1%0.022%
5/24/2024 Cetera Advisors LLC6,182$740K0.0%+253.1%0.011%
5/24/2024 Cetera Investment Advisers22,679$2.71M0.0%+120.5%0.042%
5/22/2024 Burney Co.9,694$1.16M0.0%-7.1%0.018%
5/22/2024 First City Capital Management Inc.2,955$354K0.2%-8.2%0.005%
5/21/2024 LRI Investments LLC771$92K0.0%N/A0.001%
5/17/2024 Comerica Bank24,916$2.98M0.0%+126.0%0.046%
5/17/2024 Tidal Investments LLC2,608$310K0.0%+47.3%0.005%
5/16/2024 Redwood Investment Management LLC19,672$2.35M0.2%+8.5%0.036%
5/16/2024 California State Teachers Retirement System56,626$6.77M0.0%-4.8%0.104%
5/16/2024 B. Riley Wealth Advisors Inc.2,133$255K0.0%-26.8%0.004%
5/16/2024 Invenomic Capital Management LP91,697$10.97M0.6%+232.8%0.168%
5/16/2024 Jacobs Levy Equity Management Inc.14,957$1.79M0.0%+5.3%0.027%
5/16/2024 Janus Henderson Group PLC26,277$3.14M0.0%-13.1%0.048%
5/16/2024 Paloma Partners Management Co15,443$1.85M0.1%N/A0.028%
5/15/2024 Ascent Group LLC5,597$670K0.1%+7.0%0.010%
5/15/2024 SVB Wealth LLC1,811$217K0.0%N/A0.003%
5/15/2024 Public Employees Retirement System of Ohio20,477$2.45M0.0%-8.6%0.037%
5/15/2024 Public Employees Retirement Association of Colorado4,957$593K0.0%-16.4%0.009%
5/15/2024 Price T Rowe Associates Inc. MD27,455$3.29M0.0%-63.1%0.050%
5/15/2024 LRI Investments LLC771$92K0.0%N/A0.001%
5/15/2024 Truvestments Capital LLC21,781$2.61M1.0%+42.9%0.040%
5/15/2024 Quadrature Capital Ltd25,674$3.07M0.1%+61.0%0.047%
5/14/2024 Advisors Asset Management Inc.40,261$4.82M0.1%+138.8%0.074%
5/14/2024 CreativeOne Wealth LLC1,763$211K0.0%N/A0.003%
5/14/2024 EntryPoint Capital LLC2,222$266K0.2%+301.8%0.004%
5/14/2024 CANADA LIFE ASSURANCE Co39,304$4.70M0.0%+89.1%0.072%
5/14/2024 Round Hill Asset Management9,423$1.13M0.7%-3.2%0.017%
5/14/2024 American International Group Inc.72,793$8.71M0.0%+406.5%0.133%
5/13/2024 Bessemer Group Inc.598$72K0.0%-61.7%0.001%
5/13/2024 Seven Eight Capital LP22,911$2.74M0.3%N/A0.042%
5/13/2024 Invesco LLC3,363$402K0.2%-4.6%0.006%
5/13/2024 O Shaughnessy Asset Management LLC3,240$388K0.0%-10.4%0.006%
5/13/2024 Ameritas Investment Partners Inc.12,128$1.45M0.0%+1,707.5%0.022%
5/11/2024 FIFTHDELTA Ltd426,200$50.99M9.1%N/A0.780%
5/11/2024 Jacobi Capital Management LLC2,212$265K0.0%N/A0.004%
5/10/2024 Vanguard Group Inc.5,511,664$659.36M0.0%-15.7%10.088%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp2,551$304K0.0%-55.3%0.005%
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5/10/2024 M&G Plc91,619$10.99M0.1%N/A0.168%
5/9/2024 Private Portfolio Partners LLC2,766$331K0.1%N/A0.005%
5/9/2024 Beacon Investment Advisory Services Inc.3,529$422K0.0%-10.0%0.006%
5/9/2024 State Board of Administration of Florida Retirement System43,619$5.76M0.0%+13.8%0.080%
5/8/2024 Entropy Technologies LP22,382$2.68M0.3%+179.4%0.041%
5/8/2024 Edmond DE Rothschild Holding S.A.100,000$11.96M0.2%N/A0.183%
5/8/2024 William Blair Investment Management LLC3,258$390K0.0%+18.1%0.006%
5/8/2024 Avantax Advisory Services Inc.4,094$490K0.0%-10.1%0.007%
5/8/2024 US Bancorp DE15,635$1.87M0.0%-3.2%0.029%
5/8/2024 Russell Investments Group Ltd.321,077$38.41M0.1%+73.2%0.588%
5/8/2024 Qsemble Capital Management LP24,929$2.98M0.7%+847.2%0.046%
5/8/2024 QRG Capital Management Inc.5,496$657K0.0%-2.1%0.010%
5/8/2024 Legacy Capital Group California Inc.7,095$849K0.3%+75.1%0.013%
5/7/2024 Arnhold LLC98,270$11.76M1.2%-1.2%0.180%
5/7/2024 Meeder Asset Management Inc.82,982$9.93M0.6%+853.2%0.152%
5/7/2024 Sei Investments Co.41,568$4.98M0.0%+3.6%0.076%
5/7/2024 Quantum Private Wealth LLC7,331$877K0.3%-13.6%0.013%
5/7/2024 Montag A & Associates Inc.805$96K0.0%N/A0.001%
5/7/2024Susquehanna Fundamental Investments LLC86,675$10.37M0.5%N/A0.159%
5/7/2024 River Global Investors LLP10,262$1.23M0.3%-1.1%0.019%
5/7/2024 Oppenheimer Asset Management Inc.4,151$497K0.0%+9.0%0.008%
5/7/2024 Oppenheimer & Co. Inc.3,076$368K0.0%+18.3%0.006%
5/7/2024 Retirement Planning Co of New England Inc.1,994$239K0.1%N/A0.004%
5/7/2024 SG Americas Securities LLC2,044$245K0.0%-87.2%0.004%
5/7/2024 Empowered Funds LLC8,810$1.05M0.0%N/A0.016%
5/7/2024 AIA Group Ltd3,963$474K0.0%N/A0.007%
5/6/2024 Quantbot Technologies LP41,295$4.94M0.3%-22.7%0.076%
5/6/2024 LSV Asset Management1,628,709$194.84M0.4%-3.3%2.981%
5/6/2024 Envestnet Portfolio Solutions Inc.3,869$463K0.0%+19.1%0.007%
5/6/2024 Texas Permanent School Fund Corp48,135$5.76M0.0%+327.8%0.088%
5/3/2024 Carson Advisory Inc.8,065$965K0.7%+11.2%0.015%
5/3/2024 Commerce Bank47,574$5.69M0.0%-27.1%0.087%
5/3/2024 Easterly Investment Partners LLC71,919$8.60M0.7%N/A0.132%
5/2/2024 Salomon & Ludwin LLC797$95K0.0%+44.1%0.001%
5/2/2024 Mutual of America Capital Management LLC32,771$3.92M0.0%+345.9%0.060%
5/2/2024 FORA Capital LLC44,000$5.26M0.4%+178.8%0.081%
5/2/2024 Daiwa Securities Group Inc.2,125$254K0.0%-40.9%0.004%
5/2/2024 Access Investment Management LLC62,320$7.46M2.5%+1,146.4%0.114%
5/1/2024 Janney Montgomery Scott LLC41,855$5.01M0.0%+20.0%0.077%
5/1/2024 BNP Paribas Financial Markets32,118$3.84M0.0%-49.6%0.059%
5/1/2024 Mirae Asset Global Investments Co. Ltd.24,957$3.03M0.0%+16.4%0.046%
4/30/2024 Private Advisor Group LLC5,006$599K0.0%+2.6%0.009%
4/30/2024 J.W. Cole Advisors Inc.2,827$337K0.0%-11.0%0.005%
4/30/2024 Retirement Systems of Alabama69,067$8.26M0.0%+471.3%0.126%
4/30/2024 HB Wealth Management LLC1,829$219K0.0%N/A0.003%
4/29/2024Commonwealth Equity Services LLC47,799$5.72M0.0%+23.3%0.087%
4/29/2024 Greenleaf Trust1,880$225K0.0%+8.1%0.003%
4/29/2024 Principal Financial Group Inc.206,939$24.76M0.0%+235.2%0.379%
4/29/2024 Benjamin F. Edwards & Company Inc.1,466$176K0.0%+21.9%0.003%
4/26/2024 Securian Asset Management Inc.4,523$541K0.0%+30.5%0.008%
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4/26/2024 UMB Bank n.a.237$28K0.0%-77.4%0.000%
4/26/2024 Yousif Capital Management LLC27,443$3.28M0.0%+159.5%0.050%
4/26/2024 SYSTM Wealth Solutions LLC3,405$407K0.1%-18.1%0.006%
4/26/2024 Verdence Capital Advisors LLC2,860$342K0.0%N/A0.005%
4/25/2024 New York State Teachers Retirement System55,259$6.61M0.0%+2.3%0.101%
4/24/2024 CENTRAL TRUST Co605$72K0.0%-39.7%0.001%
4/24/2024 LHM Inc.20,310$2.43M1.8%+496.3%0.037%
4/24/2024 Assenagon Asset Management S.A.37,164$4.45M0.0%N/A0.068%
4/23/2024 Global Retirement Partners LLC293$35K0.0%-55.1%0.001%
4/23/2024 Louisiana State Employees Retirement System15,800$1.89M0.0%+378.8%0.029%
(Data available from 1/1/2016 forward)

WHR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WHR shares?

During the previous two years, 644 institutional investors and hedge funds held shares of Whirlpool. The most heavily invested institutionals were BlackRock Inc. ($913.57M), Vanguard Group Inc. ($659.36M), Primecap Management Co. CA ($575.96M), State Street Corp ($397.06M), Invesco Ltd. ($261.30M), Greenhaven Associates Inc. ($211.92M), and LSV Asset Management ($194.84M).Learn more on WHR's institutional investors.

What percentage of Whirlpool stock is owned by institutional investors?

90.78% of Whirlpool stock is owned by institutional investors. Learn more on WHR's institutional investor holdings.

Which institutional investors have been buying Whirlpool stock?

Of the 533 institutional investors that purchased Whirlpool stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($93.67M), Providence Capital Advisors LLC ($1.91M), International Assets Investment Management LLC ($1.63M), Edmp Inc. ($1.42M), Boston Partners ($978.56K), Invesco Ltd. ($541.22K), and FIFTHDELTA Ltd ($426.20K).

How much institutional buying is happening at Whirlpool?

Institutional investors have bought a total of 109,787,985 shares in the last 24 months. This purchase volume represents approximately $16.11B in transactions.

Which Whirlpool major shareholders have been selling company stock?

Of the 386 institutional investors that sold Whirlpool stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Boston Partners ($2.51M), FMR LLC ($1.97M), Greenhaven Associates Inc. ($1.25M), Vanguard Group Inc. ($1.03M), BlackRock Inc. ($632.43K), LSV Asset Management ($468.92K), and Dimensional Fund Advisors LP ($455.86K).

How much institutional selling is happening at Whirlpool?

Institutional investors have sold a total of 14,005,395 shares in the last 24 months. This volume of shares sold represents approximately $1.90B in transactions.


This page (NYSE:WHR) was last updated on 6/1/2024 by MarketBeat.com Staff

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