Worthington Industries Inc (WOR) Ownership

58.14 ↓0.08 (-0.14%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Worthington Industries Inc (WOR), owning a total of 5.3 million shares. Combined, the top 43 institutional holders of WOR own 52.12% of the company with a total of 26.2 million shares.

In the latest ownership report on December 31st 2024, the top 43 institutional holders increased their combined ownership of WOR by 892 thousand shares. 14 institutions bought 1,116,935 total additional shares and increased their ownership by an average of 50.54%. However 5 institutions sold 225,168 total shares and decreased their ownership by an average of 10.35%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Worthington Industries increased by a net total of 891,767 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	10.606%	3.782%	5,330,672	194,279	2024-12-31
Vanguard Group Inc	7.447%	-0.295%	3,742,857	-11,058	2024-12-31
Dimensional Fund Advisors, Inc.	4.602%	0.194%	2,313,054	4,475	2024-12-31
Pacer Advisors, INC.	3.524%	9.712%	1,770,924	156,762	2024-12-31
State Street Corp	2.511%	4.223%	1,262,231	51,145	2024-12-31
Macquarie Group Ltd	1.692%	-0.440%	850,426	-3,761	2024-12-31
Capital Research & Mgmt Co - Division 3	1.446%	0.000%	726,964	0	2024-12-31
Geode Capital Management, LLC	1.403%	-13.357%	705,126	-108,702	2024-12-31
American Century Companies Inc	1.317%	11.513%	662,149	68,363	2024-12-31
Charles Schwab Investment Management Inc	1.061%	8.108%	533,276	39,996	2024-12-31
Bank of New York Mellon Corp	0.825%	3.580%	414,546	14,328	2024-12-31
Morgan Stanley - Brokerage Accounts	0.762%	1.519%	383,034	5,730	2024-12-31
Northern Trust Corp	0.758%	7.381%	380,851	26,178	2024-12-31
Citadel Advisors Llc	0.560%	26.217%	281,646	58,501	2024-12-31
Millennium Management LLC	0.453%	-9.633%	227,619	-24,265	2024-12-31
Balyasny Asset Management LLC	0.442%	236.239%	222,281	156,173	2024-12-31
Goldman Sachs Group Inc	0.428%	74.868%	214,886	92,001	2024-12-31
Lord, Abbett & Co LLC	0.409%	132.363%	205,330	116,964	2024-12-31
Fisher Asset Management, LLC	0.403%	187.917%	202,305	132,040	2024-12-31
JPMorgan Chase & Co	0.396%	-28.014%	198,848	-77,382	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	10.606%	3.782%	5,330,672	194,279	2024-12-31
Vanguard Group Inc	7.447%	-0.295%	3,742,857	-11,058	2024-12-31
Dimensional Fund Advisors, Inc.	4.602%	0.194%	2,313,054	4,475	2024-12-31
Pacer Advisors, INC.	3.524%	9.712%	1,770,924	156,762	2024-12-31
State Street Corp	2.511%	4.223%	1,262,231	51,145	2024-12-31
State Street Corporation	2.403%	1.695%	1,204,614	20,078	2024-03-31
Macquarie Group Ltd	1.692%	-0.440%	850,426	-3,761	2024-12-31
Capital Research & Mgmt Co - Division 3	1.446%	0.000%	726,964	0	2024-12-31
Geode Capital Management, LLC	1.403%	-13.357%	705,126	-108,702	2024-12-31
American Century Companies Inc	1.317%	11.513%	662,149	68,363	2024-12-31
Charles Schwab Investment Management Inc	1.061%	8.108%	533,276	39,996	2024-12-31
Victory Capital Management Inc.	0.943%	-62.090%	464,707	-761,101	2023-09-30
Bank of New York Mellon Corp	0.825%	3.580%	414,546	14,328	2024-12-31
Morgan Stanley - Brokerage Accounts	0.762%	1.519%	383,034	5,730	2024-12-31
Northern Trust Corp	0.758%	7.381%	380,851	26,178	2024-12-31
NORGES BANK	0.718%	8.840%	360,705	29,295	2024-06-30
First Trust Advisors L.P.	0.662%	6.312%	329,453	19,560	2022-12-31
Amvescap Plc.	0.611%	-0.247%	305,989	-758	2024-09-30
Citadel Advisors Llc	0.560%	26.217%	281,646	58,501	2024-12-31
Arrowstreet Capital Limited Partnership	0.493%	-55.057%	247,998	-303,811	2024-06-30
Millennium Management LLC	0.453%	-9.633%	227,619	-24,265	2024-12-31
Balyasny Asset Management LLC	0.442%	236.239%	222,281	156,173	2024-12-31
Goldman Sachs Group Inc	0.428%	74.868%	214,886	92,001	2024-12-31
Lord, Abbett & Co LLC	0.409%	132.363%	205,330	116,964	2024-12-31
Acadian Asset Management LLC	0.407%	632.662%	203,299	175,551	2023-09-30
Fisher Asset Management, LLC	0.403%	187.917%	202,305	132,040	2024-12-31
JPMorgan Chase & Co	0.396%	-28.014%	198,848	-77,382	2024-12-31
Baird Financial Group, Inc.	0.395%	1.964%	197,516	3,805	2024-09-30
Allianz Asset Management AG	0.378%	0.232%	187,934	434	2022-09-30
Envestnet Asset Management Inc	0.341%	9.971%	170,775	15,484	2024-09-30
Bank of America Corp	0.337%	-5.146%	168,656	-9,150	2024-09-30
Principal Financial Group Inc	0.329%	-2.731%	165,566	-4,648	2024-06-30
Nuveen Asset Management, LLC	0.328%	-12.694%	164,383	-23,901	2024-03-31
Brandywine Global Investment Mgmt LLC	0.316%	-4.572%	158,731	-7,604	2024-06-30
DekaBank Deutsche Girozentrale	0.288%	0.000%	140,000	140,000	2023-03-31
AQR Capital Management LLC	0.278%	-39.144%	139,310	-89,606	2024-03-31
ProShare Advisors LLC	0.275%	-11.155%	137,423	-17,255	2023-06-30
Cubist Systematic Strategies, LLC	0.275%	42.196%	135,486	40,205	2023-09-30
Retirement Systems of Alabama	0.273%	-0.793%	134,538	-1,075	2023-09-30
Qube Research & Technologies	0.261%	-26.538%	128,555	-46,439	2023-09-30
WEDGE Capital Management, LLP	0.257%	23.953%	128,490	24,830	2023-06-30
Vontobel Holding Ltd.	0.253%	-24.493%	126,615	-41,072	2023-09-30
Smith Graham & Co Inv Adv, L.P.**	0.249%	-4.271%	124,636	-5,560	2023-06-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Worthington Industries Inc (WOR), owning a total of 1.9 million shares. Combined, the top 45 mutual fund holders of WOR own 43.23% of the company with a total of 21.6 million shares.

In the latest ownership report on March 31st 2025, the top 45 fund holders increased their combined ownership of WOR by 221 thousand shares. 5 funds bought 99,537 total additional shares and increased their ownership by an average of 11.52%. However 7 funds sold 320,111 total shares and decreased their ownership by an average of 6.47%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Worthington Industries decreased by a net total of -220,574 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	3.817%	0.066%	1,918,279	1,264	2025-03-31
Vanguard Total Stock Mkt Idx Inv	1.871%	-0.007%	940,374	-70	2025-03-31
iShares Russell 2000 ETF	1.672%	-0.857%	840,374	-7,260	2025-03-31
Vanguard Small Cap Index	1.489%	-2.782%	748,517	-21,422	2025-03-31
Vanguard Small Cap Value Index Inv	0.967%	-4.037%	485,779	-20,436	2025-03-31
Vanguard Institutional Extnd Mkt Idx Tr	0.966%	3.177%	485,489	14,951	2025-03-31
American Funds SMALLCAP World A	0.910%	-37.067%	457,502	-269,462	2025-03-31
iShares S&P Small-Cap 600 Value ETF	0.630%	-0.090%	316,788	-285	2025-03-31
Dimensional US Targeted Value ETF	0.594%	0.000%	298,733	0	2025-03-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.532%	0.150%	267,504	400	2025-03-31
iShares Russell 2000 Growth ETF	0.491%	-0.474%	246,851	-1,176	2025-03-31
Vanguard Tax-Managed Small Cap Adm	0.423%	8.931%	212,733	17,442	2025-03-31
Fisher Small and Mid Cap Core	0.418%	45.298%	210,033	65,480	2025-03-31
Fisher Invts Instl US Sm&Md-Cp Cor Eq $	0.418%	0.000%	210,033	0	2025-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	3.817%	0.066%	1,918,279	1,264	2025-03-31
Pacer US Small Cap Cash Cows 100 ETF	3.071%	-0.722%	1,536,854	-11,178	2025-02-28
Vanguard US Total Market Shares ETF	1.893%	0.114%	951,396	1,082	2024-09-30
iShares Core S&P Mid-Cap ETF	1.884%	0.036%	941,097	336	2023-10-31
Vanguard Total Stock Mkt Idx Inv	1.871%	-0.007%	940,374	-70	2025-03-31
Vanguard Instl Ttl Stck Mkt Idx Tr	1.861%	2.570%	929,805	23,297	2023-03-31
iShares Russell 2000 ETF	1.672%	-0.857%	840,374	-7,260	2025-03-31
Vanguard Small Cap Index	1.489%	-2.782%	748,517	-21,422	2025-03-31
Delaware US Small Cap Core Equity (SMA)	1.447%	-5.517%	725,098	-42,337	2024-03-31
Macquarie US Small Cap Core Equity	1.447%	-5.517%	725,098	-42,337	2024-03-31
Delaware Small Cap Core I	1.397%	0.000%	701,898	0	2024-10-31
Macquarie Small Cap Core I	1.397%	0.000%	701,898	0	2025-02-28
Avantis US Small Cap Value ETF	1.335%	0.172%	671,110	1,150	2025-03-29
SPDR® S&P Metals and Mining ETF	1.031%	0.821%	508,183	4,140	2023-11-30
Vanguard Small Cap Value Index Inv	0.967%	-4.037%	485,779	-20,436	2025-03-31
Vanguard Institutional Extnd Mkt Idx Tr	0.966%	3.177%	485,489	14,951	2025-03-31
American Funds SMALLCAP World A	0.910%	-37.067%	457,502	-269,462	2025-03-31
Vanguard Extended Market Index Investor	0.827%	-0.015%	413,022	-63	2023-08-31
iShares US Infrastructure ETF	0.724%	-3.702%	362,111	-13,920	2025-02-28
DFA US Targeted Value I	0.718%	2.026%	360,813	7,164	2025-02-28
Fidelity Value	0.681%	13.229%	342,200	39,981	2025-02-28
iShares S&P Small-Cap 600 Value ETF	0.630%	-0.090%	316,788	-285	2025-03-31
Fidelity Small Cap Index	0.620%	-1.838%	311,720	-5,837	2025-01-31
Dimensional US Targeted Value ETF	0.594%	0.000%	298,733	0	2025-03-31
Fidelity® Small Cap Index	0.602%	2.736%	296,501	7,897	2023-10-31
Kingsview Volume Factor Dividend Tree	0.592%	0.000%	295,820	295,820	2024-03-31
Victory Sycamore Small Company Opp R	0.588%	-64.198%	290,000	-520,000	2023-09-30
Victory Small Cap Value CIT (Net 75)	0.588%	-64.198%	290,000	-520,000	2023-09-30
iShares Russell 2000 Value ETF	0.559%	-0.133%	280,155	-372	2024-05-30
SPDR® Portfolio S&P 600 Sm Cap ETF	0.539%	-0.142%	270,391	-385	2024-05-30
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.532%	0.150%	267,504	400	2025-03-31
iShares Russell 2000 Growth ETF	0.491%	-0.474%	246,851	-1,176	2025-03-31
SPDR® S&P MIDCAP 400 ETF Trust	0.493%	-1.434%	246,056	-3,579	2023-10-31
DFA US Small Cap I	0.474%	-9.244%	238,447	-24,288	2025-02-28
Victory Market Neutral Income I	0.434%	76.616%	215,743	93,589	2022-09-30
Vanguard Tax-Managed Small Cap Adm	0.423%	8.931%	212,733	17,442	2025-03-31
iShares S&P Small-Cap 600 Growth ETF	0.420%	0.000%	211,039	0	2024-11-30
iShares S&P Mid-Cap 400 Value ETF	0.433%	-0.395%	210,297	-834	2022-11-30
Fisher Small and Mid Cap Core	0.418%	45.298%	210,033	65,480	2025-03-31
Fisher Invts Instl US Sm&Md-Cp Cor Eq $	0.418%	0.000%	210,033	0	2025-03-31
First Trust SMID Cp Rising Div Achv ETF	0.423%	0.000%	205,798	0	2023-02-28
Schwab Fundamental U.S. Small CompanyETF	0.408%	0.078%	205,127	160	2025-03-29
DFA US Small Cap Value I	0.407%	-4.280%	203,681	-9,107	2025-02-28
Schwab Fundamental US Small Company ETF	0.393%	0.072%	193,458	140	2023-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.349%	0.000%	174,582	0	2023-10-31