Worthington Enterprises, Inc.
WOR- Exchange
- NYSE
- Industry
- Steel Works, Blast Furnaces & Rolling & Finishing Mills
- SEC CIK
- 0000108516
In the last 90 days, Worthington Enterprises, Inc. insiders filed 0 open-market purchases and 2 sales; 289 institutions reported holding it in 13F filings for Q2 2026, worth $1.38B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Worthington Enterprises, Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 274
- 0 vs. Q3 2023
- Shares held
- 25.8M
- +3.48M (+15.6%) vs. Q3 2023
- Total value
- $1.48B
- +$100.0M (+7.2%) vs. Q3 2023
- New holders
- 49
- 94 more added
- Sold out
- 49
- 74 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WOR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 289 | $1.38B |
| Q1 2026 | 281 | $1.33B |
| Q4 2025 | 285 | $1.29B |
| Q3 2025 | 286 | $1.44B |
| Q2 2025 | 282 | $1.58B |
| Q1 2025 | 272 | $1.24B |
| Q4 2024 | 241 | $1.01B |
| Q3 2024 | 252 | $1.03B |
| Q2 2024 | 262 | $1.21B |
| Q1 2024 | 285 | $1.62B |
| Q4 2023 | 274 | $1.48B |
| Q3 2023 | 276 | $1.38B |
| Q2 2023 | 267 | $1.55B |
| Q1 2023 | 252 | $1.45B |
| Q4 2022 | 228 | $1.12B |
| Q3 2022 | 222 | $871.7M |
| Q2 2022 | 232 | $1.04B |
| Q1 2022 | 252 | $1.21B |
| Q4 2021 | 246 | $1.27B |
| Q3 2021 | 229 | $1.26B |
| Q2 2021 | 246 | $1.49B |
| Q1 2021 | 243 | $1.70B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Worthington Enterprises, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 3 | $147 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $173 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 8 | $461 | 0.00% | +8 | New |
| Farmers & Merchants Investments Inc | 14 | $806 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 14 | $806 | 0.00% | +1+7.7% | Added |
| Rockbridge Investment Management, LCC | 14 | $806 | 0.00% | +14 | New |
| SJS Investment Consulting Inc. | 19 | $1.09K | 0.00% | +1+5.6% | Added |
| Hexagon Capital Partners LLC | 20 | $1.15K | 0.00% | −60−75.0% | Reduced |
| First Horizon Advisors, Inc. | 20 | $1.15K | 0.00% | −16−44.4% | Reduced |
| Global Retirement Partners, LLC | 29 | $1.54K | 0.00% | −7−19.4% | Reduced |
| Farther Finance Advisors, LLC | 27 | $1.55K | 0.00% | +27 | New |
| Allworth Financial LP | 30 | $1.73K | 0.00% | −4−11.8% | Reduced |
| Private Wealth Management Group, LLC | 30 | $1.73K | 0.00% | +30 | New |
| Private Ocean, LLC | 32 | $1.84K | 0.00% | −157−83.1% | Reduced |
| TD Capital Management LLC | 33 | $1.92K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 39 | $2.24K | 0.00% | +39 | New |
| Central Trust Co | 40 | $2.30K | 0.00% | +40 | New |
| JFS Wealth Advisors, LLC | 41 | $2.36K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 49 | $3.00K | 0.00% | +49 | New |
| Raleigh Capital Management Inc. | 55 | $3.18K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 62 | $3.57K | 0.00% | −31−33.3% | Reduced |
| Central Bank & Trust Co | 68 | $3.91K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 62 | $4.00K | 0.00% | −46−42.6% | Reduced |
| Caitlin John, LLC | 94 | $5.41K | 0.00% | +94 | New |
| Signaturefd, LLC | 97 | $5.58K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 100 | $5.75K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 110 | $6.33K | 0.00% | +110 | New |
| FinTrust Capital Advisors, LLC | 124 | $7.14K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 190 | $10.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 200 | $11.5K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 270 | $15.5K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 288 | $16.6K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 300 | $17.3K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 343 | $18.8K | 0.00% | −27,918−98.8% | Reduced |
| Parallel Advisors, LLC | 339 | $19.5K | 0.00% | +287+551.9% | Added |
| Quadrant Capital Group LLC | 360 | $20.7K | 0.00% | +124+52.5% | Added |
| KBC Group NV | 365 | $21.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 402 | $23.2K | 0.00% | +402 | New |
| Harbour Investments, Inc. | 403 | $23.2K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 410 | $23.6K | 0.00% | +410 | New |
| Pacifica Partners Inc. | 500 | $25.7K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 449 | $25.8K | 0.01% | +33+7.9% | Added |
| EntryPoint Capital, LLC | 485 | $27.9K | 0.03% | +485 | New |
| Tortoise Investment Management, LLC | 500 | $28.8K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 500 | $28.8K | 0.01% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 576 | $33.1K | 0.00% | +206+55.7% | Added |
| Catalyst Capital Advisors LLC | 576 | $33.1K | 0.00% | +206+55.7% | Added |
| Federated Hermes, Inc. | 592 | $34.1K | 0.00% | −6,267−91.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 600 | $34.5K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 608 | $35.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 700 | $40.0K | 0.03% | +377+116.7% | Added |
| Leonteq Securities AG | 798 | $45.9K | 0.01% | −757−48.7% | Reduced |
| Amundi | 900 | $51.8K | 0.00% | +123+15.8% | Added |
| GAMMA Investing LLC | 925 | $52.8K | 0.01% | +925 | New |
| Public Employees Retirement System of Ohio | 970 | $55.8K | 0.00% | −17−1.7% | Reduced |
| Key Financial Inc | 1,002 | $57.7K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,012 | $58.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,012 | $59.0K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 1,151 | $66.2K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 1,200 | $69.1K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,280 | $73.7K | 0.00% | +1,280 | New |
| Neo Ivy Capital Management | 1,416 | $81.0K | 0.18% | +1,416 | New |
| Vestcor Inc | 1,984 | $85.0K | 0.00% | +1,984 | New |
| Itau Unibanco Holding S.A. | 1,478 | $85.1K | 0.00% | −116−7.3% | Reduced |
| Caldwell Trust Co | 1,500 | $86.3K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 1,710 | $98.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,774 | $102.1K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,985 | $114.0K | 0.00% | −4,757−70.6% | Reduced |
| Banque Cantonale Vaudoise | 2,199 | $127.0K | 0.01% | −2,099−48.8% | Reduced |
| Marathon Partners Equity Management, LLC | 2,500 | $143.9K | 0.22% | +2,500 | New |
| Huntington National Bank | 2,592 | $149.2K | 0.00% | +1,512+140.0% | Added |
| Salem Investment Counselors Inc | 2,699 | $155.3K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 2,922 | $168.2K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 3,000 | $172.7K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,062 | $176.2K | 0.01% | −6,832−69.1% | Reduced |
| Ci Investments Inc. | 3,130 | $180.0K | 0.00% | +960+44.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,495 | $201.0K | 0.00% | −299−7.9% | Reduced |
| Boston Research & Management Inc | 3,500 | $201.0K | 0.05% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 3,500 | $201.4K | 0.10% | +3,500 | New |
| Pictet Asset Management Holding SA | 3,518 | $202.5K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 3,551 | $204.4K | 0.01% | +3,551 | New |
| Handelsbanken Fonder AB | 3,616 | $208.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 3,867 | $222.5K | 0.00% | +3,867 | New |
| Diversified Trust Co | 3,929 | $226.1K | 0.01% | −5,574−58.7% | Reduced |
| State of Wyoming | 3,935 | $226.5K | 0.04% | −2−0.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,993 | $229.8K | 0.00% | +127+3.3% | Added |
| Rinkey Investments | 3,994 | $229.9K | 0.09% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 4,000 | $230.2K | 0.24% | 00.0% | Unchanged |
| Factorial Partners, LLC | 4,000 | $230.2K | 0.15% | +4,000 | New |
| AlphaMark Advisors, LLC | 4,051 | $233.0K | 0.09% | +4,051 | New |
| Green Harvest Asset Management LLC | 4,201 | $241.8K | 0.01% | −970−18.8% | Reduced |
| Renaissance Technologies LLC | 4,300 | $247.0K | 0.00% | −81,400−95.0% | Reduced |
| Raymond James & Associates | 4,304 | $247.7K | 0.00% | +357+9.0% | Added |
| Quadrature Capital Ltd | 4,317 | $248.5K | 0.00% | +4,317 | New |
| Kestra Private Wealth Services, LLC | 4,382 | $252.2K | 0.01% | −47−1.1% | Reduced |
| Jefferies Financial Group Inc. | 4,387 | $252.5K | 0.00% | +4,387 | New |
| Stifel Financial Corp | 4,459 | $256.6K | 0.00% | −279−5.9% | Reduced |
| TD Asset Management Inc | 4,500 | $259.0K | 0.00% | +4,500 | New |