Who owns Thor Industries (THO)
Which tracked institutional funds hold THO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See THO company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
49 tracked funds added or opened THO while 108 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
THO’s largest tracked holder by dollar value, ACR Alpine Capital Research, LLC, sizes it at 5.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 5.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in THO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 371 tracked filers holding THO, 167 increased or opened the position and 242 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in THO between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 15
- Jupiter Topco LLC$21M
- Jump Financial, LLC$8M
- Allianz Asset Management GmbH$5M
- NORDEA INVESTMENT MANAGEMENT AB$4M
- Holocene Advisors, LP$4M
- Tweedy, Browne Co LLC$2M
Full exits 32
- NATIXIS ADVISORS, LLC$51M
- BALYASNY ASSET MANAGEMENT L.P.$32M
- JANUS HENDERSON GROUP PLC$17M
- VALUE HOLDINGS MANAGEMENT CO. LLC$14M
- QV Investors Inc.$9M
- SPROTT INC.$8M
Largest adds
- BlackRock, Inc.$138M
- CANADA PENSION PLAN INVESTMENT BOARD$65M
- Life Cycle Investment Partners Ltd$47M
- ACR Alpine Capital Research, LLC$24M
- CITADEL ADVISORS LLC$23M
- AMERIPRISE FINANCIAL INC$21M
Largest trims
- JPMORGAN CHASE & CO$89M
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$70M
- AMERICAN CENTURY COMPANIES INC$35M
- NORGES BANK$22M
- DIMENSIONAL FUND ADVISORS LP$19M
- Capital Research Global Investors$17M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ACR Alpine Capital Research, LLC added | 5,527,556 | $415M | 10.6% | 2026-Q2 |
| BlackRock, Inc. added | 4,833,128 | $363M | 9.2% | 2026-Q2 |
| Life Cycle Investment Partners Ltd added | 4,099,664 | $308M | 7.8% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 3,624,570 | $272M | 6.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 3,090,332 | $232M | 5.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 2,666,413 | $200M | 5.1% | 2026-Q2 |
| TIMUCUAN ASSET MANAGEMENT INC/FL added | 2,560,247 | $192M | 4.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 2,285,115 | $172M | 4.4% | 2026-Q2 |
| STATE STREET CORP added | 1,689,768 | $127M | 3.2% | 2026-Q2 |
| Capital Research Global Investors trimmed | 1,416,967 | $106M | 2.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 998,960 | $75M | 1.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 987,883 | $74M | 1.9% | 2026-Q2 |
| HARRIS ASSOCIATES L P trimmed | 923,940 | $69M | 1.8% | 2026-Q2 |
| Madison Asset Management, LLC trimmed | 881,017 | $66M | 1.7% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 870,394 | $65M | 1.7% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. added | 852,257 | $64M | 1.6% | 2026-Q2 |
| MORGAN STANLEY added | 845,259 | $64M | 1.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 728,299 | $57M | 1.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 667,577 | $50M | 1.3% | 2026-Q2 |
| UBS Group AG added | 615,276 | $46M | 1.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 561,486 | $42M | 1.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 521,999 | $39M | 1.0% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 513,120 | $39M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP added | 484,329 | $36M | 0.9% | 2026-Q2 |
| Maple Rock Capital Partners Inc. | 461,864 | $35M | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 398,271 | $30M | 0.8% | 2026-Q2 |
| CHOREO, LLC trimmed | 391,542 | $29M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 385,608 | $29M | 0.7% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 355,172 | $27M | 0.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 353,043 | $27M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 331,010 | $25M | 0.6% | 2026-Q2 |
| ProShare Advisors LLC added | 328,127 | $25M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 322,620 | $24M | 0.6% | 2026-Q2 |
| DEPRINCE RACE & ZOLLO INC trimmed | 300,806 | $23M | 0.6% | 2026-Q2 |
| NORGES BANK trimmed | 284,903 | $21M | 0.5% | 2026-Q2 |
| Jupiter Topco LLC new | 280,732 | $21M | 0.5% | 2026-Q2 |
| BBFIT INVESTMENTS PTE LTD | 263,716 | $20M | 0.5% | 2026-Q2 |
| SOUTHERNSUN ASSET MANAGEMENT, LLC added | 238,971 | $18M | 0.5% | 2026-Q2 |
| ROYAL LONDON ASSET MANAGEMENT LTD trimmed | 237,976 | $18M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 224,597 | $18M | 0.5% | 2026-Q2 |
| Invesco Ltd. added | 208,928 | $16M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 202,605 | $15M | 0.4% | 2026-Q2 |
| Quantinno Capital Management LP added | 190,422 | $14M | 0.4% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 183,646 | $14M | 0.4% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 180,393 | $14M | 0.3% | 2026-Q2 |
| Mariner, LLC added | 178,736 | $13M | 0.3% | 2026-Q2 |
| HEARTLAND ADVISORS INC trimmed | 171,154 | $13M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 154,503 | $12M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 154,435 | $12M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 149,905 | $11M | 0.3% | 2026-Q2 |
| Atria Investments, Inc added | 145,071 | $11M | 0.3% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 125,707 | $9M | 0.2% | 2026-Q2 |
| Freestone Grove Partners LP added | 123,409 | $9M | 0.2% | 2026-Q2 |
| Gotham Asset Management, LLC trimmed | 122,588 | $9M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 119,455 | $9M | 0.2% | 2026-Q2 |
| Jump Financial, LLC added | 104,369 | $8M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 100,300 | $8M | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 99,580 | $7M | 0.2% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 98,182 | $7M | 0.2% | 2026-Q2 |
| Nuveen, LLC added | 97,460 | $7M | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 91,621 | $7M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 84,925 | $6M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 79,468 | $6M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 77,368 | $6M | 0.1% | 2026-Q2 |
| Legal & General Group Plc trimmed | 75,287 | $6M | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 66,202 | $5M | 0.1% | 2026-Q2 |
| Allianz Asset Management GmbH added | 65,796 | $5M | 0.1% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 65,202 | $5M | 0.1% | 2026-Q2 |
| Cerity Partners LLC trimmed | 65,181 | $5M | 0.1% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 64,856 | $5M | 0.1% | 2026-Q2 |
| Hosking Partners LLP trimmed | 63,706 | $5M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 63,342 | $5M | 0.1% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB new | 58,755 | $4M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 57,538 | $4M | 0.1% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 54,399 | $4M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 52,893 | $4M | 0.1% | 2026-Q2 |
| Triad Investment Management trimmed | 51,900 | $4M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 51,401 | $4M | 0.1% | 2026-Q2 |
| Salvus Wealth Management, LLC trimmed | 50,416 | $4M | 0.1% | 2026-Q2 |
| &PARTNERS added | 48,996 | $4M | 0.1% | 2026-Q2 |
| Holocene Advisors, LP added | 46,660 | $4M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 46,455 | $3M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 43,087 | $3M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 41,130 | $3M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 40,355 | $3M | 0.1% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 39,884 | $3M | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 39,272 | $3M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 39,038 | $3M | 0.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 37,099 | $3M | 0.1% | 2026-Q2 |
| SHAYNE & JACOBS, LLC added | 35,491 | $3M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 35,045 | $3M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 34,458 | $3M | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 33,209 | $2M | 0.1% | 2026-Q2 |
| PEAK6 LLC added | 32,736 | $2M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 31,989 | $2M | 0.1% | 2026-Q2 |
| CAXTON ASSOCIATES LLP added | 31,693 | $2M | 0.1% | 2026-Q2 |
| Creative Planning added | 29,734 | $2M | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 29,480 | $2M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 27,769 | $2M | 0.1% | 2026-Q2 |
| Tweedy, Browne Co LLC new | 26,526 | $2M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.