Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in THO held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | ACR Alpine Capital Research, LLC | 4.9M | $391.7M | +18.6% | 9.419% | 5.85% |
| 2 | BlackRock, Inc. | 4.8M | $380.1M | +3.1% | 9.139% | 0.01% |
| 3 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 4.3M | $342.7M | -8.7% | 8.240% | 1.01% |
| 4 | Life Cycle Investment Partners Ltd | 3.3M | $261.6M | +31.6% | 6.290% | 1.67% |
| 5 | DIMENSIONAL FUND ADVISORS LP | 3.1M | $251.4M | +3.1% | 6.044% | 0.05% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.6M | $211.3M | — | 5.080% | 0.01% |
| 7 | TIMUCUAN ASSET MANAGEMENT INC/FL | 2.6M | $203.8M | -1.8% | 4.901% | 7.50% |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | 2.3M | $181.4M | — | 4.361% | 0.00% |
| 9 | STATE STREET CORP | 1.6M | $131.5M | +1.6% | 3.161% | 0.00% |
| 10 | Capital Research Global Investors | 1.5M | $123.7M | -2.1% | 2.975% | 0.02% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 994K | $79.4M | +3.5% | 1.909% | 0.00% |
| 12 | Madison Asset Management, LLC | 965K | $77.1M | -7.6% | 1.853% | 0.96% |
| 13 | AMERICAN CENTURY COMPANIES INC | 963K | $76.9M | -20.6% | 1.850% | 0.04% |
| 14 | HARRIS ASSOCIATES L P | 963K | $76.9M | -9.3% | 1.849% | 0.10% |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 905K | $72.3M | +48.6% | 1.738% | 0.02% |
| 16 | OPPENHEIMER ASSET MANAGEMENT INC. | 741K | $59.2M | +16.3% | 1.423% | 0.68% |
| 17 | MORGAN STANLEY | 680K | $54.4M | -6.6% | 1.307% | 0.00% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 678K | $54.2M | +4.2% | 1.302% | 0.01% |
| 19 | JONES FINANCIAL COMPANIES LLLP | 621K | $49.1M | +25059.0% | 1.193% | 0.02% |
| 20 | UBS Group AG | 582K | $46.5M | +143.3% | 1.118% | 0.01% |
| 21 | WELLS FARGO & COMPANY/MN | 582K | $46.5M | -8.4% | 1.118% | 0.01% |
| 22 | NORTHERN TRUST CORP | 467K | $37.3M | +1.6% | 0.896% | 0.00% |
| 23 | Maple Rock Capital Partners Inc. | 462K | $36.9M | +170.5% | 0.887% | 1.20% |
| 24 | Bank of New York Mellon Corp | 417K | $33.3M | -2.8% | 0.800% | 0.01% |
| 25 | BALYASNY ASSET MANAGEMENT LLC | 404K | $32.3M | -62.6% | 0.777% | 0.11% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in THO — a direct measure of their conviction.
Filings activity in THO during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 405 | 7.3% | 102.55% | 30.62 pp | $4.12B | 23% |
| Q4 2025 | 437 | +6.8% | 133.17% | 66.82 pp | $5.35B | 66% |
| Q3 2025 | 409 | +3.0% | 199.99% | +77.10 pp | $15.59B | +216% |
| Q2 2025 | 397 | +0.5% | 122.89% | +24.95 pp | $4.94B | +25% |
| Q1 2025 | 395 | 5.3% | 97.94% | 28.61 pp | $3.93B | 23% |
| Q4 2024 | 417 | 0.5% | 126.55% | 73.44 pp | $5.08B | 58% |
| Q3 2024 | 419 | +3.2% | 199.99% | +83.87 pp | $12.15B | +160% |
| Q2 2024 | 406 | — | 116.12% | — | $4.66B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying THO stock.
Based on Q1 2026 13F filings, institutional ownership of Thor Industries, Inc. stands at 102.6%, held across 405 reporting institutions.
ACR Alpine Capital Research, LLC is the largest reported institutional holder of THO, with approximately 4,903,124 shares worth $0.39B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of THO.
Our composite Smart Money Score for THO is 15 out of 100 (Heavy Distribution). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
50 institutions opened new positions in THO during Q1 2026, while 82 fully exited. 55 added to existing positions and 299 trimmed.
THO institutional ownership fell by 30.62 percentage points quarter-over-quarter, with a net change of -32 holders.
The top 10 institutions account for 60.2% of all reported 13F value in THO, and the top 25 account for 80.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Thor Industries, Inc. (THO) Institutional Ownership