Who owns WHR (WHR)
Which tracked institutional funds hold WHR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WHR company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
110 tracked funds added or opened WHR while 129 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
WHR’s largest tracked holder by dollar value, VANGUARD GROUP 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 WHR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in WHR 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 2025-Q4 and 2026-Q1, across 507 tracked filers holding WHR, 316 increased or opened the position and 213 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 WHR between the 2025-Q4 and 2026-Q1 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 54
- VANGUARD PORTFOLIO MANAGEMENT LLC$159M
- VANGUARD CAPITAL MANAGEMENT LLC$153M
- Covalis Capital LLP$84M
- Weiss Asset Management LP$31M
- Zimmer Partners, LP$25M
- Aequim Alternative Investments LP$25M
Full exits 31
- VANGUARD GROUP INC$390M
- COOPER CREEK PARTNERS MANAGEMENT LLC$32M
- Brandywine Global Investment Management, LLC$27M
- Freestone Grove Partners LP$23M
- Capital World Investors$21M
- Cambria Investment Management, L.P.$8M
Largest adds
- RWWM, Inc.$71M
- CANADA PENSION PLAN INVESTMENT BOARD$56M
- UBS Group AG$54M
- D. E. Shaw & Co., Inc.$52M
- GEODE CAPITAL MANAGEMENT, LLC$50M
- CITADEL ADVISORS LLC$49M
Largest trims
- Appaloosa LP$177M
- BlackRock, Inc.$160M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$127M
- PRIMECAP MANAGEMENT CO/CA/$73M
- DIMENSIONAL FUND ADVISORS LP$41M
- Newport Trust Company, LLC$33M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 4,848,207 | $261M | 7.7% | 2026-Q1 |
| PRIMECAP MANAGEMENT CO/CA/ trimmed | 3,746,368 | $202M | 6.0% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 2,940,994 | $159M | 4.7% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,836,843 | $153M | 4.5% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,636,729 | $142M | 4.2% | 2026-Q1 |
| Newport Trust Company, LLC added | 2,581,888 | $139M | 4.1% | 2026-Q1 |
| RWWM, Inc. added | 2,422,618 | $131M | 3.9% | 2026-Q1 |
| Appaloosa LP trimmed | 1,950,000 | $105M | 3.1% | 2026-Q1 |
| UBS Group AG added | 1,869,763 | $101M | 3.0% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,698,830 | $92M | 2.7% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 1,410,900 | $76M | 2.2% | 2026-Q1 |
| CAUSEWAY CAPITAL MANAGEMENT LLC added | 1,201,993 | $65M | 1.9% | 2026-Q1 |
| HighTower Advisors, LLC added | 1,149,791 | $62M | 1.8% | 2026-Q1 |
| NORGES BANK added | 670,710 | $60M | 1.8% | 2026-Q1 |
| MORGAN STANLEY added | 1,086,226 | $59M | 1.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 889,904 | $48M | 1.4% | 2026-Q1 |
| Curi Capital, LLC trimmed | 664,645 | $36M | 1.1% | 2026-Q1 |
| Slate Path Capital LP added | 662,300 | $36M | 1.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 800,000 | $33M | 1.0% | 2026-Q1 |
| Maple Rock Capital Partners Inc. added | 593,200 | $32M | 0.9% | 2026-Q1 |
| FMR LLC trimmed | 777,975 | $32M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 526,826 | $28M | 0.8% | 2026-Q1 |
| Nuveen, LLC added | 509,366 | $27M | 0.8% | 2026-Q1 |
| Weiss Asset Management LP new | 625,000 | $26M | 0.8% | 2026-Q1 |
| Aequim Alternative Investments LP new | 600,000 | $25M | 0.7% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 454,159 | $24M | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 441,900 | $24M | 0.7% | 2026-Q1 |
| Zimmer Partners, LP added | 430,500 | $23M | 0.7% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 440,714 | $23M | 0.7% | 2026-Q1 |
| MARSHALL WACE, LLP added | 419,727 | $23M | 0.7% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 411,645 | $22M | 0.7% | 2026-Q1 |
| LSV ASSET MANAGEMENT trimmed | 410,251 | $22M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 392,855 | $21M | 0.6% | 2026-Q1 |
| Allianz Asset Management GmbH added | 376,791 | $20M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp added | 375,932 | $20M | 0.6% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 363,231 | $20M | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 327,371 | $18M | 0.5% | 2026-Q1 |
| Advisors Capital Management, LLC added | 318,444 | $17M | 0.5% | 2026-Q1 |
| Man Group plc added | 317,998 | $17M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 288,146 | $16M | 0.5% | 2026-Q1 |
| Invesco Ltd. trimmed | 267,637 | $14M | 0.4% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 326,450 | $13M | 0.4% | 2026-Q1 |
| Covalis Capital LLP added | 315,000 | $13M | 0.4% | 2026-Q1 |
| EDMOND DE ROTHSCHILD HOLDING S.A. added | 235,000 | $13M | 0.4% | 2026-Q1 |
| Ovata Capital Management Ltd new | 300,000 | $12M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 224,146 | $12M | 0.4% | 2026-Q1 |
| BlueCrest Capital Management Ltd new | 272,015 | $11M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 187,049 | $10M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 183,388 | $10M | 0.3% | 2026-Q1 |
| Hodges Capital Management Inc. added | 176,385 | $10M | 0.3% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC added | 221,201 | $9M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 164,782 | $9M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 160,595 | $9M | 0.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 159,845 | $9M | 0.3% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 158,759 | $9M | 0.3% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 158,465 | $9M | 0.3% | 2026-Q1 |
| CITIGROUP INC added | 157,468 | $8M | 0.3% | 2026-Q1 |
| Aquatic Capital Management LLC added | 153,722 | $8M | 0.2% | 2026-Q1 |
| Context Capital Management, LLC new | 200,000 | $8M | 0.2% | 2026-Q1 |
| SEVEN GRAND MANAGERS, LLC new | 150,000 | $8M | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 148,600 | $8M | 0.2% | 2026-Q1 |
| Clearline Capital LP new | 142,376 | $8M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 141,388 | $8M | 0.2% | 2026-Q1 |
| SUSQUEHANNA ADVISORS GROUP, INC. new | 175,000 | $7M | 0.2% | 2026-Q1 |
| TPG GP A, LLC new | 170,000 | $7M | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 128,331 | $7M | 0.2% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 127,639 | $7M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 124,700 | $7M | 0.2% | 2026-Q1 |
| LPL Financial LLC added | 117,588 | $6M | 0.2% | 2026-Q1 |
| LEVIN CAPITAL STRATEGIES, L.P. added | 115,850 | $6M | 0.2% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 150,000 | $6M | 0.2% | 2026-Q1 |
| SHENKMAN CAPITAL MANAGEMENT INC new | 150,000 | $6M | 0.2% | 2026-Q1 |
| STATE STREET CORP trimmed | 140,000 | $6M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 104,474 | $6M | 0.2% | 2026-Q1 |
| South Dakota Investment Council added | 102,979 | $6M | 0.2% | 2026-Q1 |
| Quinn Opportunity Partners LLC | 102,273 | $6M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 75,433 | $5M | 0.2% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 100,110 | $5M | 0.2% | 2026-Q1 |
| Ghisallo Capital Management LLC new | 100,000 | $5M | 0.2% | 2026-Q1 |
| M&G PLC trimmed | 97,363 | $5M | 0.2% | 2026-Q1 |
| GREATMARK INVESTMENT PARTNERS, INC. added | 96,336 | $5M | 0.2% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 5,401,626 | $390M | 11.5% | 2025-Q4 stale |
| COOPER CREEK PARTNERS MANAGEMENT LLC new | 443,215 | $32M | 0.9% | 2025-Q4 stale |
| Brandywine Global Investment Management, LLC trimmed | 380,676 | $27M | 0.8% | 2025-Q4 stale |
| Freestone Grove Partners LP added | 315,070 | $23M | 0.7% | 2025-Q4 stale |
| Capital World Investors | 291,517 | $21M | 0.6% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 151,757 | $14M | 0.4% | 2025-Q1 stale |
| Alyeska Investment Group, L.P. new | 126,815 | $13M | 0.4% | 2025-Q2 stale |
| DEPRINCE RACE & ZOLLO INC trimmed | 131,030 | $10M | 0.3% | 2025-Q3 stale |
| Kovitz Investment Group Partners, LLC added | 129,479 | $10M | 0.3% | 2025-Q3 stale |
| MIRAE ASSET SECURITIES (USA) INC. new | 100,260 | $10M | 0.3% | 2025-Q2 stale |
| Cambria Investment Management, L.P. added | 111,643 | $8M | 0.2% | 2025-Q4 stale |
| Impala Asset Management LLC new | 110,000 | $8M | 0.2% | 2025-Q4 stale |
| READYSTATE ASSET MANAGEMENT LP added | 100,158 | $7M | 0.2% | 2025-Q4 stale |
| ExodusPoint Capital Management, LP added | 92,763 | $7M | 0.2% | 2025-Q4 stale |
| FISHMAN JAY A LTD/MI trimmed | 82,717 | $6M | 0.2% | 2025-Q4 stale |
| Corebridge Financial, Inc. trimmed | 61,156 | $6M | 0.2% | 2025-Q1 stale |
| Woodline Partners LP trimmed | 66,780 | $5M | 0.2% | 2025-Q3 stale |
| Bridgewater Associates, LP added | 72,503 | $5M | 0.2% | 2025-Q4 stale |
| CW Advisors, LLC added | 50,823 | $5M | 0.2% | 2025-Q2 stale |
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.