Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in WS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 5.1M | $154.9M | -6.4% | 10.302% | 0.00% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 2.5M | $76.5M | +2.8% | 5.087% | 0.02% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.3M | $69.1M | β | 4.594% | 0.00% |
| 4 | STATE STREET CORP | 2.3M | $68.7M | +22.2% | 4.570% | 0.00% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1.6M | $49.3M | β | 3.277% | 0.00% |
| 6 | ALLIANCEBERNSTEIN L.P. | 956K | $33.1M | -5.8% | 1.930% | 0.01% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 838K | $25.4M | +8.1% | 1.691% | 0.00% |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 739K | $22.4M | -9.0% | 1.492% | 0.00% |
| 9 | TEACHER RETIREMENT SYSTEM OF TEXAS | 565K | $17.1M | +6.6% | 1.140% | 0.07% |
| 10 | MORGAN STANLEY | 489K | $14.8M | +21.4% | 0.986% | 0.00% |
| 11 | AMERICAN CENTURY COMPANIES INC | 418K | $12.7M | -14.1% | 0.843% | 0.01% |
| 12 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 383K | $11.6M | +7.0% | 0.774% | 0.23% |
| 13 | Invesco Ltd. | 378K | $11.5M | +81.8% | 0.762% | 0.00% |
| 14 | NORTHERN TRUST CORP | 363K | $11.0M | +3.2% | 0.733% | 0.00% |
| 15 | FIL Ltd | 361K | $10.9M | +52.2% | 0.728% | 0.01% |
| 16 | GOLDMAN SACHS GROUP INC | 355K | $10.8M | +81.3% | 0.717% | 0.00% |
| 17 | Bank of New York Mellon Corp | 341K | $10.4M | -1.6% | 0.689% | 0.00% |
| 18 | Nuveen, LLC | 289K | $8.8M | -0.1% | 0.584% | 0.00% |
| 19 | Windsor Advisory Group, LLC | 276K | $8.4M | +32.9% | 0.557% | 7.00% |
| 20 | Fisher Asset Management, LLC | 256K | $7.8M | +7.4% | 0.517% | 0.00% |
| 21 | Empowered Funds, LLC | 241K | $7.3M | +13.6% | 0.486% | 0.05% |
| 22 | VANGUARD FIDUCIARY TRUST CO | 217K | $6.6M | β | 0.437% | 0.00% |
| 23 | KEYBANK NATIONAL ASSOCIATION/OH | 207K | $6.3M | 0.0% | 0.418% | 0.02% |
| 24 | PRINCIPAL FINANCIAL GROUP INC | 201K | $6.1M | +29.9% | 0.407% | 0.00% |
| 25 | DENALI ADVISORS LLC | 199K | $6.1M | +194.6% | 0.402% | 0.67% |
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 WS β a direct measure of their conviction.
Filings activity in WS during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new WS position in Q1 2026
Institutions that fully closed their WS position in Q1 2026
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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 243 | +1.7% | 37.16% | 4.07 pp | $800M | 9.9% |
| Q4 2025 | 239 | +12% | 41.23% | +5.11 pp | $888M | +14% |
| Q3 2025 | 214 | +2.9% | 36.12% | +2.56 pp | $778M | +7.6% |
| Q2 2025 | 208 | +1.5% | 33.56% | +4.93 pp | $723M | +17% |
| Q1 2025 | 205 | 1.0% | 28.63% | 6.57 pp | $616M | 19% |
| Q4 2024 | 207 | 3.7% | 35.20% | +0.06 pp | $758M | +0.2% |
| Q3 2024 | 215 | +2.4% | 35.14% | +0.33 pp | $757M | +1.0% |
| Q2 2024 | 210 | β | 34.81% | β | $749M | 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 WS stock.
Based on Q1 2026 13F filings, institutional ownership of Worthington Steel, Inc. stands at 37.2%, held across 243 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of WS, with approximately 5,104,629 shares worth $0.15B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of WS, including Fisher Asset Management, LLC.
Our composite Smart Money Score for WS is 40 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
37 institutions opened new positions in WS during Q1 2026, while 33 fully exited. 51 added to existing positions and 155 trimmed.
WS institutional ownership fell by 4.07 percentage points quarter-over-quarter, with a net change of +4 holders.
The top 10 institutions account for 66.4% of all reported 13F value in WS, and the top 25 account for 83.4%.
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.
Worthington Steel, Inc. (WS) Institutional Ownership