| 4 | DIMENSIONAL FUND ADVISORS LP | 2.1M | $149.8M | +39.9% | 1.601% | 0.03% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.8M | $127.9M | -1.0% | 1.368% | 0.01% |
| 6 | BRANDES INVESTMENT PARTNERS, LP | 1.6M | $114.8M | -14.6% | 1.228% | 0.80% |
| 7 | AQR CAPITAL MANAGEMENT LLC | 1.6M | $114.6M | +503.9% | 1.226% | 0.04% |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | 1.5M | $106.9M | +0.6% | 1.143% | 0.00% |
| 9 | STATE STREET CORP | 1.5M | $106.1M | +5.3% | 1.134% | 0.00% |
| 10 | GOLDMAN SACHS GROUP INC | 1.3M | $93.5M | -8.1% | 1.000% | 0.01% |
| 11 | CITADEL ADVISORS LLC | 1.2M | $84.1M | +35.9% | 0.899% | 0.00% |
| 12 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1.0M | $74.7M | +8.4% | 0.799% | 0.09% |
| 13 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 817K | $59.7M | -16.7% | 0.638% | 0.01% |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 719K | $52.5M | +17.0% | 0.561% | 0.00% |
| 15 | JACOBS LEVY EQUITY MANAGEMENT, INC | 709K | $51.8M | +103.2% | 0.554% | 0.19% |
| 16 | BALYASNY ASSET MANAGEMENT L.P. | 626K | $45.7M | +69.3% | 0.488% | 0.06% |
| 17 | Woodline Partners LP | 452K | $33.0M | +34.1% | 0.353% | 0.10% |
| 18 | Nuveen, LLC | 446K | $32.6M | -20.9% | 0.348% | 0.01% |
| 19 | MORGAN STANLEY | 438K | $31.9M | -10.1% | 0.342% | 0.00% |
| 20 | UBS Group AG | 432K | $31.5M | -46.8% | 0.337% | 0.00% |
| 21 | SCHRODER INVESTMENT MANAGEMENT GROUP | 376K | $28.1M | +0.4% | 0.293% | 0.02% |
| 22 | MILLENNIUM MANAGEMENT LLC | 366K | $26.7M | +330.7% | 0.286% | 0.01% |
| 23 | FMR LLC | 361K | $26.4M | -72.5% | 0.282% | 0.00% |
| 24 | ExodusPoint Capital Management, LP | 327K | $23.9M | — | 0.255% | 0.15% |
| 25 | Qube Research & Technologies Ltd | 322K | $23.5M | — | 0.251% | 0.02% |
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 WLK — a direct measure of their conviction.
| 27.72% |
| +0.40 pp |
| $3.39B |
| 12% |
| Q4 2024 | 372 | 4.1% | 27.32% | +1.50 pp | $3.84B | 20% |
| Q3 2024 | 388 | — | 25.82% | — | $4.80B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
79 institutions opened new positions in WLK during Q2 2026, while 62 fully exited. 46 added to existing positions and 220 trimmed.
WLK institutional ownership fell by 3.51 percentage points quarter-over-quarter, with a net change of +24 holders.
The top 10 institutions account for 52.1% of all reported 13F value in WLK, and the top 25 account for 75.1%.
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.
Westlake Corporation (WLK) Institutional Ownership