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 2024
Institutional positions in Worthington Enterprises, Inc. as of Dec 31, 2024. 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
- 241
- −7 vs. Q3 2024
- Shares held
- 25.1M
- +296.6K (+1.2%) vs. Q3 2024
- Total value
- $1.01B
- −$21.1M (−2.0%) vs. Q3 2024
- New holders
- 34
- 77 more added
- Sold out
- 41
- 74 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding Worthington Enterprises, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | +2+66.7% | Added |
| Leonteq Securities AG | 1 | $40 | 0.00% | −5−83.3% | Reduced |
| Global Financial Private Client, LLC | 2 | $80 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $80 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 11 | $442 | 0.00% | −7−38.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 12 | $481 | 0.00% | +12 | New |
| Farmers & Merchants Investments Inc | 14 | $562 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 15 | $602 | 0.00% | −14−48.3% | Reduced |
| EverSource Wealth Advisors, LLC | 15 | $602 | 0.00% | +13+650.0% | Added |
| Principal Securities, Inc. | 16 | $642 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 17 | $682 | 0.00% | +7+70.0% | Added |
| National Bank of Canada | 18 | $722 | 0.00% | +18 | New |
| Smartleaf Asset Management LLC | 19 | $761 | 0.00% | −2−9.5% | Reduced |
| UMA Financial Services, Inc. | 19 | $763 | 0.00% | +19 | New |
| Hexagon Capital Partners LLC | 23 | $923 | 0.00% | +4+21.1% | Added |
| Sierra Ocean, LLC | 23 | $923 | 0.00% | +23 | New |
| Picton Mahoney Asset Management | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 32 | $1.00K | 0.00% | +18+128.6% | Added |
| Farther Finance Advisors, LLC | 29 | $1.16K | 0.00% | −4−12.1% | Reduced |
| Rothschild Investment LLC | 30 | $1.20K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 34 | $1.36K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 35 | $1.47K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 42 | $1.69K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 43 | $1.73K | 0.00% | +43 | New |
| Bessemer Group Inc | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 65 | $2.00K | 0.00% | +65 | New |
| Mather Group, LLC. | 51 | $2.05K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 52 | $2.09K | 0.00% | −2−3.7% | Reduced |
| First Horizon Advisors, Inc. | 54 | $2.17K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 55 | $2.22K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 62 | $2.49K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 66 | $2.65K | 0.00% | +66 | New |
| Bokf, NA | 100 | $3.96K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 99 | $3.97K | 0.00% | −25−20.2% | Reduced |
| Danske Bank A/S | 100 | $4.01K | 0.00% | −1,100−91.7% | Reduced |
| Umb Bank N A | 102 | $4.09K | 0.00% | +88+628.6% | Added |
| Breakwater Investment Management | 108 | $4.33K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 112 | $4.49K | 0.00% | +112 | New |
| High Note Wealth, LLC | 125 | $5.01K | 0.00% | +125 | New |
| CIBC Private Wealth Group, LLC | 144 | $5.70K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 147 | $5.90K | 0.00% | +107+267.5% | Added |
| IFP Advisors, Inc | 184 | $7.86K | 0.00% | −6−3.2% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 200 | $8.02K | 0.00% | +200 | New |
| US Bancorp | 207 | $8.30K | 0.00% | +28+15.6% | Added |
| Harbour Investments, Inc. | 273 | $10.9K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 273 | $10.9K | 0.00% | +63+30.0% | Added |
| Centricity Wealth Management, LLC | 292 | $11.7K | 0.01% | +292 | New |
| Sugarloaf Wealth Management, LLC | 300 | $12.0K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 331 | $13.0K | 0.00% | +41+14.1% | Added |
| Bryn Mawr Trust Co | 360 | $14.4K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 398 | $16.0K | 0.00% | +394+9,850.0% | Added |
| ORG Partners LLC | 410 | $16.4K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 415 | $16.6K | 0.00% | −107−20.5% | Reduced |
| Jones Financial Companies LLLP | 452 | $18.1K | 0.00% | +202+80.8% | Added |
| Whittier Trust Co of Nevada Inc | 485 | $19.5K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 500 | $20.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 534 | $21.0K | 0.00% | +236+79.2% | Added |
| CoreCap Advisors, LLC | 572 | $22.9K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 797 | $32.0K | 0.00% | +12+1.5% | Added |
| Quadrant Capital Group LLC | 831 | $33.3K | 0.00% | +455+121.0% | Added |
| Meeder Asset Management Inc | 840 | $33.7K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 928 | $37.2K | 0.00% | −369−28.5% | Reduced |
| Clean Yield Group | 950 | $38.1K | 0.01% | −250−20.8% | Reduced |
| Anchor Investment Management, LLC | 999 | $40.1K | 0.00% | +999 | New |
| Key Financial Inc | 1,002 | $40.2K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,012 | $40.6K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 1,071 | $43.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,148 | $46.0K | 0.00% | +79+7.4% | Added |
| State of Wyoming | 1,279 | $51.3K | 0.01% | +1,279 | New |
| Huntington National Bank | 1,307 | $52.4K | 0.00% | −1,510−53.6% | Reduced |
| Caldwell Trust Co | 1,500 | $60.2K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 1,696 | $68.0K | 0.00% | +501+41.9% | Added |
| Public Employees Retirement Association of Colorado | 1,710 | $69.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,860 | $75.0K | 0.00% | +724+63.7% | Added |
| MAI Capital Management | 2,516 | $100.9K | 0.00% | +2,516 | New |
| Advisor Group Holdings, Inc. | 2,666 | $103.8K | 0.00% | −6,430−70.7% | Reduced |
| FMR LLC | 2,688 | $107.8K | 0.00% | +854+46.6% | Added |
| Salem Investment Counselors Inc | 2,699 | $108.3K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 2,922 | $117.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,062 | $122.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,081 | $123.6K | 0.00% | +585+23.4% | Added |
| Quest Partners LLC | 3,399 | $136.3K | 0.02% | −15,847−82.3% | Reduced |
| BNP Paribas Arbitrage, SA | 4,781 | $191.8K | 0.00% | −41,542−89.7% | Reduced |
| Brandywine Trust Co | 5,000 | $200.6K | 0.03% | 00.0% | Unchanged |
| Zhang Financial LLC | 5,000 | $200.6K | 0.01% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 5,107 | $204.8K | 0.04% | +5,107 | New |
| HSBC Holdings PLC | 5,135 | $206.8K | 0.00% | +5,135 | New |
| Bridgewater Associates, LP | 5,214 | $209.1K | 0.00% | −14,076−73.0% | Reduced |
| Vaughan David Investments LLC | 5,563 | $223.0K | 0.01% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 5,576 | $223.7K | 0.03% | −884−13.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 5,747 | $230.5K | 0.02% | −9,869−63.2% | Reduced |
| EntryPoint Capital, LLC | 5,995 | $240.5K | 0.10% | +5,995 | New |
| Cerity Partners LLC | 5,977 | $240.9K | 0.00% | −618−9.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 6,090 | $244.3K | 0.02% | −3,579−37.0% | Reduced |
| Axq Capital, LP | 6,133 | $246.0K | 0.11% | +6,133 | New |
| Johnson Investment Counsel Inc | 6,175 | $247.7K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 6,583 | $264.0K | 0.01% | +6,583 | New |
| Henshaw Capital LLC | 6,640 | $266.3K | 0.01% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,652 | $266.8K | 0.00% | +9+0.1% | Added |
| Beacon Financial Advisory LLC | 6,750 | $270.7K | 0.09% | 00.0% | Unchanged |