| 0.00% |
| 4 | STATE STREET CORP | 2.1M | $69.8M | -8.2% | 4.092% | 0.00% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1.7M | $55.4M | +1.7% | 3.249% | 0.00% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 890K | $29.9M | +6.3% | 1.753% | 0.00% |
| 7 | ALLIANCEBERNSTEIN L.P. | 944K | $28.6M | -1.3% | 1.858% | 0.01% |
| 8 | Fisher Asset Management, LLC | 640K | $21.5M | +150.1% | 1.260% | 0.01% |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 620K | $20.8M | -16.2% | 1.220% | 0.00% |
| 10 | TEACHER RETIREMENT SYSTEM OF TEXAS | 589K | $19.8M | +4.3% | 1.160% | 0.05% |
| 11 | Invesco Ltd. | 512K | $17.2M | +35.7% | 1.009% | 0.00% |
| 12 | MORGAN STANLEY | 441K | $14.8M | -9.8% | 0.868% | 0.00% |
| 13 | GOLDMAN SACHS GROUP INC | 398K | $13.4M | +12.1% | 0.783% | 0.00% |
| 14 | NORTHERN TRUST CORP | 388K | $13.0M | +6.9% | 0.764% | 0.00% |
| 15 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 386K | $13.0M | +0.8% | 0.761% | 0.23% |
| 16 | Nuveen, LLC | 364K | $12.2M | +25.7% | 0.716% | 0.00% |
| 17 | Bank of New York Mellon Corp | 346K | $11.6M | +1.3% | 0.681% | 0.00% |
| 18 | FIL Ltd | 325K | $10.9M | -9.8% | 0.640% | 0.01% |
| 19 | AMERICAN CENTURY COMPANIES INC | 269K | $9.0M | -35.6% | 0.529% | 0.00% |
| 20 | Empowered Funds, LLC | 240K | $8.1M | -0.2% | 0.473% | 0.04% |
| 21 | VANGUARD FIDUCIARY TRUST CO | 220K | $7.4M | +1.8% | 0.434% | 0.00% |
| 22 | KEYBANK NATIONAL ASSOCIATION/OH | 207K | $6.9M | +0.0% | 0.407% | 0.02% |
| 23 | PRINCIPAL FINANCIAL GROUP INC | 204K | $6.9M | +1.4% | 0.402% | 0.00% |
| 24 | Windsor Advisory Group, LLC | 195K | $6.6M | -29.2% | 0.384% | 4.76% |
| 25 | RENAISSANCE TECHNOLOGIES LLC | 191K | $6.4M | +2.5% | 0.376% | 0.01% |
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 WS — a direct measure of their conviction.
| 49.20% |
| +0.52 pp |
| $616M |
| 19% |
| Q4 2024 | 207 | 3.7% | 48.68% | +3.04 pp | $758M | +0.2% |
| Q3 2024 | 215 | — | 45.64% | — | $757M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
26 institutions opened new positions in WS during Q2 2026, while 30 fully exited. 164 added to existing positions and 42 trimmed.
WS institutional ownership rose by 0.71 percentage points quarter-over-quarter, with a net change of -8 holders.
The top 10 institutions account for 66.7% of all reported 13F value in WS, and the top 25 account for 84.7%.
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