Who owns Werner Enterprises (WERN)
Which tracked institutional funds hold WERN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WERN 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
The tracked-fund tape on WERN is one-sided between 2026-Q1 and 2026-Q2: 110 added or opened and 37 trimmed or exited — on balance accumulating.
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
WERN’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes WERN more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in WERN 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 249 tracked filers holding WERN, 159 increased or opened the position and 115 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 WERN 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 16
- BEACONLIGHT CAPITAL, LLC$12M
- ESSEX INVESTMENT MANAGEMENT CO LLC$10M
- FEDERATED HERMES, INC.$5M
- BOOTHBAY FUND MANAGEMENT, LLC$4M
- GREAT LAKES ADVISORS, LLC$3M
- LOS ANGELES CAPITAL MANAGEMENT LLC$3M
Full exits 26
- ExodusPoint Capital Management, LP$9M
- Thrivent Financial for Lutherans$6M
- Edgestream Partners, L.P.$4M
- Longaeva Partners L.P.$4M
- BESSEMER GROUP INC$4M
- Vestcor Inc$4M
Largest adds
- BlackRock, Inc.$266M
- GOLDMAN SACHS GROUP INC$62M
- VANGUARD PORTFOLIO MANAGEMENT LLC$59M
- DIMENSIONAL FUND ADVISORS LP$56M
- AMERICAN CENTURY COMPANIES INC$54M
- Maple Rock Capital Partners Inc.$43M
Largest trims
- NUANCE INVESTMENTS, LLC$36M
- WELLINGTON MANAGEMENT GROUP LLP$22M
- Allspring Global Investments Holdings, LLC$13M
- FRANKLIN RESOURCES INC$3M
- Verition Fund Management LLC$3M
- Mariner, LLC$2M
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 |
|---|---|---|---|---|
| BlackRock, Inc. added | 10,405,606 | $454M | 15.6% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 3,835,957 | $167M | 5.8% | 2026-Q2 |
| FMR LLC trimmed | 3,765,725 | $164M | 5.7% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 3,724,473 | $162M | 5.6% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 3,048,390 | $133M | 4.6% | 2026-Q2 |
| DEPRINCE RACE & ZOLLO INC trimmed | 2,991,056 | $130M | 4.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 2,702,777 | $118M | 4.1% | 2026-Q2 |
| STATE STREET CORP added | 2,637,086 | $115M | 4.0% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 2,113,286 | $92M | 3.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 1,995,207 | $87M | 3.0% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 1,717,200 | $75M | 2.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,628,327 | $71M | 2.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,605,697 | $70M | 2.4% | 2026-Q2 |
| Invesco Ltd. added | 1,518,926 | $66M | 2.3% | 2026-Q2 |
| Maple Rock Capital Partners Inc. added | 1,366,167 | $60M | 2.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,317,514 | $57M | 2.0% | 2026-Q2 |
| Allianz Asset Management GmbH trimmed | 1,113,218 | $49M | 1.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 874,870 | $38M | 1.3% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 873,270 | $38M | 1.3% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 872,522 | $38M | 1.3% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 821,046 | $36M | 1.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 777,971 | $34M | 1.2% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 750,138 | $33M | 1.1% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 695,313 | $30M | 1.0% | 2026-Q2 |
| UBS Group AG added | 641,093 | $28M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP added | 639,235 | $28M | 1.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 620,356 | $27M | 0.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 597,162 | $26M | 0.9% | 2026-Q2 |
| MORGAN STANLEY added | 577,334 | $25M | 0.9% | 2026-Q2 |
| Nuveen, LLC added | 565,910 | $25M | 0.8% | 2026-Q2 |
| Penn Capital Management Company, LLC added | 491,541 | $21M | 0.7% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 427,637 | $19M | 0.6% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 425,408 | $19M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 404,283 | $18M | 0.6% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 393,110 | $17M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp added | 384,481 | $17M | 0.6% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 307,622 | $13M | 0.5% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 290,283 | $13M | 0.4% | 2026-Q2 |
| Empowered Funds, LLC added | 287,949 | $13M | 0.4% | 2026-Q2 |
| Meros Investment Management, LP added | 279,870 | $12M | 0.4% | 2026-Q2 |
| BEACONLIGHT CAPITAL, LLC new | 276,026 | $12M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 261,724 | $11M | 0.4% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC added | 256,199 | $11M | 0.4% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 231,689 | $10M | 0.3% | 2026-Q2 |
| ESSEX INVESTMENT MANAGEMENT CO LLC new | 231,625 | $10M | 0.3% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 205,943 | $9M | 0.3% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 204,790 | $9M | 0.3% | 2026-Q2 |
| PINNACLE ASSOCIATES LTD trimmed | 198,262 | $9M | 0.3% | 2026-Q2 |
| Creative Planning added | 193,111 | $8M | 0.3% | 2026-Q2 |
| NUANCE INVESTMENTS, LLC trimmed | 189,945 | $8M | 0.3% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 175,354 | $8M | 0.3% | 2026-Q2 |
| CAXTON ASSOCIATES LLP added | 165,928 | $7M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 157,081 | $7M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 151,402 | $7M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 147,230 | $6M | 0.2% | 2026-Q2 |
| DEAN INVESTMENT ASSOCIATES, LLC added | 145,569 | $6M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 135,961 | $6M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 120,300 | $5M | 0.2% | 2026-Q2 |
| FEDERATED HERMES, INC. new | 110,847 | $5M | 0.2% | 2026-Q2 |
| Dean Capital Management added | 105,597 | $5M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 104,230 | $5M | 0.2% | 2026-Q2 |
| CastleKnight Management LP added | 97,500 | $4M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 97,498 | $4M | 0.1% | 2026-Q2 |
| Legato Capital Management LLC added | 97,443 | $4M | 0.1% | 2026-Q2 |
| Moody Aldrich Partners LLC added | 95,875 | $4M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 93,983 | $4M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 88,034 | $4M | 0.1% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 87,815 | $4M | 0.1% | 2026-Q2 |
| GREAT LAKES ADVISORS, LLC new | 76,066 | $3M | 0.1% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 74,104 | $3M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 72,091 | $3M | 0.1% | 2026-Q2 |
| Campbell & CO Investment Adviser LLC trimmed | 72,057 | $3M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 71,073 | $3M | 0.1% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 69,448 | $3M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 66,020 | $3M | 0.1% | 2026-Q2 |
| Hudson Bay Capital Management LP added | 65,587 | $3M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 64,953 | $3M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 64,642 | $2M | 0.1% | 2026-Q2 |
| Verition Fund Management LLC trimmed | 60,708 | $3M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 59,233 | $3M | 0.1% | 2026-Q2 |
| New Age Alpha Advisors, LLC added | 58,264 | $3M | 0.1% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 57,665 | $3M | 0.1% | 2026-Q2 |
| Holocene Advisors, LP added | 57,402 | $3M | 0.1% | 2026-Q2 |
| ROWLANDMILLER & PARTNERS.ADV trimmed | 57,157 | $2M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 56,274 | $2M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 56,123 | $2M | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 54,704 | $2M | 0.1% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP new | 53,204 | $2M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 52,106 | $2M | 0.1% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC added | 47,859 | $2M | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 46,566 | $2M | 0.1% | 2026-Q2 |
| MIRABELLA FINANCIAL SERVICES LLP added | 42,996 | $2M | 0.1% | 2026-Q2 |
| Walleye Capital LLC new | 42,649 | $2M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 42,499 | $2M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 40,054 | $2M | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd trimmed | 37,142 | $2M | 0.1% | 2026-Q2 |
| Advisors Preferred, LLC new | 35,832 | $2M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 35,410 | $2M | 0.1% | 2026-Q2 |
| State of New Jersey Common Pension Fund D trimmed | 32,027 | $1M | 0.0% | 2026-Q2 |
| Illinois Municipal Retirement Fund trimmed | 30,796 | $1M | 0.0% | 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.