| 4 |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
| 3.7M |
| $162.4M |
| +5.6% |
| 6.213% |
| 0.01% |
| 5 | AMERICAN CENTURY COMPANIES INC | 3.0M | $132.9M | +13.5% | 5.085% | 0.06% |
| 6 | DEPRINCE RACE & ZOLLO INC | 3.0M | $130.4M | -2.1% | 4.989% | 2.19% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 2.7M | $117.9M | +4.0% | 4.508% | 0.00% |
| 8 | STATE STREET CORP | 2.6M | $115.0M | +3.1% | 4.399% | 0.00% |
| 9 | FIRST TRUST ADVISORS LP | 2.1M | $92.2M | +10.0% | 3.525% | 0.05% |
| 10 | VICTORY CAPITAL MANAGEMENT INC | 2.0M | $87.0M | -15.3% | 3.328% | 0.05% |
| 11 | JACOBS LEVY EQUITY MANAGEMENT, INC | 1.7M | $74.9M | +54.8% | 2.864% | 0.27% |
| 12 | GOLDMAN SACHS GROUP INC | 1.6M | $71.0M | +444.6% | 2.716% | 0.01% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 1.6M | $70.0M | +6.8% | 2.678% | 0.00% |
| 14 | Invesco Ltd. | 1.5M | $66.2M | +1.5% | 2.534% | 0.01% |
| 15 | Maple Rock Capital Partners Inc. | 1.4M | $59.6M | +146.9% | 2.279% | 1.17% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.3M | $57.5M | -9.3% | 2.198% | 0.01% |
| 17 | Allianz Asset Management GmbH | 1.1M | $48.5M | -0.4% | 1.857% | 0.02% |
| 18 | AMERIPRISE FINANCIAL INC | 875K | $38.2M | +13.2% | 1.459% | 0.01% |
| 19 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 873K | $38.1M | +11.4% | 1.457% | 0.06% |
| 20 | Russell Investments Group, Ltd. | 873K | $38.1M | +1.0% | 1.455% | 0.03% |
| 21 | WELLINGTON MANAGEMENT GROUP LLP | 821K | $35.8M | -57.9% | 1.370% | 0.01% |
| 22 | MILLENNIUM MANAGEMENT LLC | 778K | $33.9M | -6.6% | 1.298% | 0.01% |
| 23 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 750K | $32.7M | +46.8% | 1.251% | 0.01% |
| 24 | Qube Research & Technologies Ltd | 695K | $30.3M | +611.5% | 1.160% | 0.03% |
| 25 | UBS Group AG | 695K | $30.3M | +48.7% | 1.160% | 0.00% |
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 WERN — a direct measure of their conviction.
| 95.87% |
| 1.88 pp |
| $1.68B |
| 20% |
| Q4 2024 | 255 | +0.8% | 97.75% | +4.09 pp | $2.11B | 2.5% |
| Q3 2024 | 253 | — | 93.66% | — | $2.16B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
63 institutions opened new positions in WERN during Q2 2026, while 32 fully exited. 179 added to existing positions and 24 trimmed.
WERN institutional ownership rose by 6.31 percentage points quarter-over-quarter, with a net change of +31 holders.
The top 10 institutions account for 54.9% of all reported 13F value in WERN, and the top 25 account for 79.4%.
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.
Werner Enterprises, Inc. (WERN) Institutional Ownership