Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in WHD held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 10.7M | $546.4M | +4.5% | 15.363% | 0.01% |
| 2 | Boston Partners | 4.6M | $235.2M | β | 6.612% | 0.21% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.3M | $218.5M | +2.4% | 6.143% | 0.01% |
| 4 | STATE STREET CORP | 3.2M | $161.3M | +3.6% | 4.539% | 0.00% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 3.1M | $160.0M | +1.6% | 4.500% | 0.00% |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | 2.6M | $134.0M | -8.7% | 3.768% | 0.02% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2.2M | $110.8M | +9.4% | 3.116% | 0.01% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 1.9M | $96.3M | +3.2% | 2.708% | 0.02% |
| 9 | Capital International Investors | 1.8M | $93.3M | +4.5% | 2.623% | 0.02% |
| 10 | JENNISON ASSOCIATES LLC | 1.8M | $91.1M | +3.8% | 2.562% | 0.05% |
| 11 | Clearbridge Investments, LLC | 1.8M | $89.9M | +7.6% | 2.527% | 0.07% |
| 12 | JPMORGAN CHASE & CO | 1.8M | $87.8M | +2.8% | 2.546% | 0.00% |
| 13 | Capital World Investors | 1.7M | $87.5M | +2.7% | 2.462% | 0.01% |
| 14 | FIRST TRUST ADVISORS LP | 1.6M | $82.3M | -23.2% | 2.314% | 0.05% |
| 15 | Capital Research Global Investors | 1.4M | $70.7M | +109.2% | 1.989% | 0.01% |
| 16 | VAN ECK ASSOCIATES CORP | 1.2M | $63.8M | -5.5% | 1.793% | 0.04% |
| 17 | WASATCH ADVISORS LP | 1.0M | $53.0M | -23.4% | 1.490% | 0.35% |
| 18 | UBS Group AG | 904K | $46.3M | +75.0% | 1.302% | 0.01% |
| 19 | DEPRINCE RACE & ZOLLO INC | 863K | $44.2M | -2.4% | 1.243% | 0.74% |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 841K | $43.1M | +2.0% | 1.211% | 0.01% |
| 21 | Bank of New York Mellon Corp | 811K | $41.6M | +17.2% | 1.169% | 0.01% |
| 22 | Boston Trust Walden Corp | 811K | $41.5M | -13.6% | 1.168% | 0.32% |
| 23 | LOOMIS SAYLES & CO L P | 788K | $40.3M | -6.7% | 1.134% | 0.05% |
| 24 | MORGAN STANLEY | 735K | $37.7M | -24.2% | 1.059% | 0.00% |
| 25 | Encompass Capital Advisors LLC | 727K | $37.2M | -5.1% | 1.047% | 1.32% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in WHD β a direct measure of their conviction.
Filings activity in WHD during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 343 | +6.9% | 111.01% | +1.10 pp | $3.74B | +14% |
| Q1 2026 | 321 | +12% | 109.91% | +4.61 pp | $3.29B | +3.8% |
| Q4 2025 | 287 | +4.0% | 105.30% | 1.30 pp | $3.17B | +18% |
| Q3 2025 | 276 | 13% | 106.60% | 1.34 pp | $2.67B | 9.9% |
| Q2 2025 | 316 | +1.9% | 107.94% | 0.23 pp | $2.97B | 3.5% |
| Q1 2025 | 310 | +0.3% | 108.17% | +13.54 pp | $3.08B | 23% |
| Q4 2024 | 309 | +8.0% | 94.63% | 0.48 pp | $3.98B | 2.9% |
| Q3 2024 | 286 | β | 95.11% | β | $4.10B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying WHD stock.
Based on Q2 2026 13F filings, institutional ownership of Cactus, Inc. stands at 111.0%, held across 343 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of WHD, with approximately 10,664,798 shares worth $0.55B as of Q2 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of WHD.
Our composite Smart Money Score for WHD is 50 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
51 institutions opened new positions in WHD during Q2 2026, while 32 fully exited. 219 added to existing positions and 63 trimmed.
WHD institutional ownership rose by 1.10 percentage points quarter-over-quarter, with a net change of +22 holders.
The top 10 institutions account for 49.4% of all reported 13F value in WHD, and the top 25 account for 72.6%.
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.
Cactus, Inc. (WHD) Institutional Ownership