Worthington Industries Inc (WOR) Ownership

38.61 ↑0.10 (0.26%)

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 4.9 million shares. Combined, the top 38 institutional holders of WOR own 51.39% of the company with a total of 25.8 million shares.

In the latest ownership report on June 30th 2024, the top 38 institutional holders increased their combined ownership of WOR by 793 thousand shares. 13 institutions bought 1,348,156 total additional shares and increased their ownership by an average of 16.58%. However 8 institutions sold 555,242 total shares and decreased their ownership by an average of 10.53%.

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 792,914 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	9.847%	-0.625%	4,949,263	-31,105	2024-06-30
Vanguard Group Inc	7.444%	1.399%	3,741,478	51,622	2024-06-30
Pacer Advisors, INC.	5.239%	18.382%	2,633,353	408,901	2024-06-30
Dimensional Fund Advisors, Inc.	4.610%	-4.552%	2,317,202	-110,508	2024-06-30
State Street Corp	2.429%	1.347%	1,220,835	16,221	2024-06-30
Macquarie Group Ltd	1.741%	0.327%	875,120	2,854	2024-06-30
Geode Capital Management, LLC	1.568%	16.308%	788,004	110,488	2024-06-30
Capital Research & Mgmt Co - Division 3	1.446%	58.899%	726,964	269,462	2024-06-30
American Century Companies Inc	1.132%	43.668%	568,678	172,850	2024-06-30
Morgan Stanley - Brokerage Accounts	1.116%	-12.184%	560,804	-77,806	2024-06-30
Charles Schwab Investment Management Inc	0.945%	0.167%	474,800	791	2024-06-30
Bank of New York Mellon Corp	0.849%	-4.186%	426,605	-18,638	2024-06-30
NORGES BANK	0.718%	8.840%	360,705	29,295	2024-06-30
Northern Trust Corp	0.687%	-0.324%	345,196	-1,122	2024-06-30
Amvescap Plc.	0.610%	42.982%	306,747	92,211	2024-06-30
Arrowstreet Capital Limited Partnership	0.493%	-55.057%	247,998	-303,811	2024-06-30
Baird Financial Group, Inc.	0.385%	9.240%	193,711	16,385	2024-06-30
Bank of America Corp	0.354%	13.963%	177,806	21,785	2024-06-30
Principal Financial Group Inc	0.329%	-2.731%	165,566	-4,648	2024-06-30
Brandywine Global Investment Mgmt LLC	0.316%	-4.572%	158,731	-7,604	2024-06-30
Envestnet Asset Management Inc	0.309%	0.000%	155,291	155,291	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	9.847%	-0.625%	4,949,263	-31,105	2024-06-30
Vanguard Group Inc	7.444%	1.399%	3,741,478	51,622	2024-06-30
Pacer Advisors, INC.	5.239%	18.382%	2,633,353	408,901	2024-06-30
Dimensional Fund Advisors, Inc.	4.610%	-4.552%	2,317,202	-110,508	2024-06-30
State Street Corp	2.429%	1.347%	1,220,835	16,221	2024-06-30
State Street Corporation	2.403%	1.695%	1,204,614	20,078	2024-03-31
Macquarie Group Ltd	1.741%	0.327%	875,120	2,854	2024-06-30
Geode Capital Management, LLC	1.568%	16.308%	788,004	110,488	2024-06-30
Capital Research & Mgmt Co - Division 3	1.446%	58.899%	726,964	269,462	2024-06-30
American Century Companies Inc	1.132%	43.668%	568,678	172,850	2024-06-30
Morgan Stanley - Brokerage Accounts	1.116%	-12.184%	560,804	-77,806	2024-06-30
Goldman Sachs Group Inc	1.039%	185.648%	521,222	338,752	2023-12-31
Charles Schwab Investment Management Inc	0.945%	0.167%	474,800	791	2024-06-30
Victory Capital Management Inc.	0.943%	-62.090%	464,707	-761,101	2023-09-30
Bank of New York Mellon Corp	0.849%	-4.186%	426,605	-18,638	2024-06-30
NORGES BANK	0.718%	8.840%	360,705	29,295	2024-06-30
Northern Trust Corp	0.687%	-0.324%	345,196	-1,122	2024-06-30
First Trust Advisors L.P.	0.662%	6.312%	329,453	19,560	2022-12-31
Amvescap Plc.	0.610%	42.982%	306,747	92,211	2024-06-30
Arrowstreet Capital Limited Partnership	0.493%	-55.057%	247,998	-303,811	2024-06-30
Acadian Asset Management LLC	0.407%	632.662%	203,299	175,551	2023-09-30
Baird Financial Group, Inc.	0.385%	9.240%	193,711	16,385	2024-06-30
Allianz Asset Management AG	0.378%	0.232%	187,934	434	2022-09-30
Bank of America Corp	0.354%	13.963%	177,806	21,785	2024-06-30
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
Envestnet Asset Management Inc	0.309%	0.000%	155,291	155,291	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
Citadel Advisors Llc	0.250%	-24.397%	125,119	-40,376	2023-06-30
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 2 million shares. Combined, the top 39 mutual fund holders of WOR own 38.44% of the company with a total of 19.2 million shares.

In the latest ownership report on October 31st 2024, the top 39 fund holders increased their combined ownership of WOR by 4 thousand shares. 3 funds bought 6,118 total additional shares and increased their ownership by an average of 0.47%. However 2 funds sold 2,230 total shares and decreased their ownership by an average of 0.12%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Worthington Industries increased by a net total of 3,888 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	3.943%	0.104%	1,981,751	2,064	2024-10-31
Pacer US Small Cap Cash Cows 100 ETF	3.171%	-0.026%	1,593,826	-410	2024-10-31
iShares Russell 2000 ETF	1.614%	-0.224%	811,346	-1,820	2024-10-31
Avantis US Small Cap Value ETF	1.064%	0.000%	534,705	0	2024-10-31
iShares US Infrastructure ETF	0.730%	0.541%	366,663	1,974	2024-10-31
Dimensional US Targeted Value ETF	0.596%	0.000%	299,293	0	2024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.547%	0.763%	274,884	2,080	2024-10-31
iShares Russell 2000 Growth ETF	0.499%	0.000%	250,907	0	2024-10-31
iShares S&P Small-Cap 600 Growth ETF	0.414%	0.000%	208,180	0	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	3.943%	0.104%	1,981,751	2,064	2024-10-31
Pacer US Small Cap Cash Cows 100 ETF	3.171%	-0.026%	1,593,826	-410	2024-10-31
Vanguard Total Stock Mkt Idx Inv	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 Instl Ttl Stck Mkt Idx Tr	1.861%	2.570%	929,805	23,297	2023-03-31
iShares Russell 2000 ETF	1.614%	-0.224%	811,346	-1,820	2024-10-31
Vanguard Small Cap Index	1.500%	-0.818%	753,971	-6,219	2024-09-30
American Funds SMALLCAP World A	1.446%	0.000%	726,964	0	2024-09-30
Macquarie US Small Cap Core Equity	1.447%	-5.517%	725,098	-42,337	2024-03-31
Delaware US Small Cap Core Equity (SMA)	1.447%	-5.517%	725,098	-42,337	2024-03-31
Delaware Small Cap Core I	1.397%	-0.616%	701,898	-4,350	2024-09-30
Avantis US Small Cap Value ETF	1.064%	0.000%	534,705	0	2024-10-31
Vanguard Small Cap Value Index Inv	1.014%	-0.171%	509,811	-872	2024-09-30
SPDR® S&P Metals and Mining ETF	1.031%	0.821%	508,183	4,140	2023-11-30
Vanguard Institutional Extnd Mkt Idx Tr	0.949%	-0.006%	476,998	-26	2024-09-30
Vanguard Extended Market Index Investor	0.827%	-0.015%	413,022	-63	2023-08-31
iShares US Infrastructure ETF	0.730%	0.541%	366,663	1,974	2024-10-31
DFA US Targeted Value I	0.681%	0.000%	342,466	0	2024-09-30
Fidelity Small Cap Index	0.642%	-2.059%	322,788	-6,787	2024-08-31
DFA US Small Cap I	0.602%	0.000%	302,716	0	2024-09-30
Dimensional US Targeted Value ETF	0.596%	0.000%	299,293	0	2024-10-31
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 Small Cap Value CIT (Net 75)	0.588%	-64.198%	290,000	-520,000	2023-09-30
Victory Sycamore Small Company Opp R	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	0.547%	0.763%	274,884	2,080	2024-10-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.539%	-0.142%	270,391	-385	2024-05-30
iShares Russell 2000 Growth ETF	0.499%	0.000%	250,907	0	2024-10-31
SPDR® S&P MIDCAP 400 ETF Trust	0.493%	-1.434%	246,056	-3,579	2023-10-31
Vanguard Tax-Managed Small Cap Adm	0.440%	-0.917%	220,869	-2,044	2024-09-30
Victory Market Neutral Income I	0.434%	76.616%	215,743	93,589	2022-09-30
DFA US Small Cap Value I	0.429%	0.000%	215,369	0	2024-09-30
iShares S&P Mid-Cap 400 Value ETF	0.433%	-0.395%	210,297	-834	2022-11-30
iShares S&P Small-Cap 600 Growth ETF	0.414%	0.000%	208,180	0	2024-10-31
First Trust SMID Cp Rising Div Achv ETF	0.423%	0.000%	205,798	0	2023-02-28
Schwab Fundamental US Small Company ETF	0.393%	0.072%	193,458	140	2023-11-30
iShares S&P Small-Cap 600 Value ETF	0.378%	0.000%	186,344	0	2023-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.349%	0.000%	174,582	0	2023-10-31