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Get Institutions for : 
Whirlpool Corp (WHR)  
$104.67 0.56 (0.54%) as of 4:30 Fri 4/19


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 569    50
Total shares held : 
49,443,771  
% of shares held : 
79.05%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -87  
Amount of shares held : 
-1,165,022  
% of shares held change : 
  -1.86%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$132.07  
Last Quarter's Ending Price : 
$121.77  
Last Quarter's Average Price
$116.51  
Change from last quarter's     
avg. price to the last closing  : 
11.84 (10.16%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
51
 986,643
 2%
 
Increased Positions :
192
 4,532,685
 9.17%
 
Unchanged Positions :
97
 542,511
 1.1%
 
Decreased Positions :
229
-3,718,229
-7.52%
 
Closed Positions :
101
-2,966,121
-6%
 
Guru Positions :
1
2,566
 0.01%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MARKEL CORP 61 - 2023-12-31 282,049 $34,345,000 0
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 136 - 2024-03-31 162,623 $19,803,000 0
   M&G INVESTMENT MANAGEMENT LTD 169 - 2023-12-31 91,619 $11,178,000 0
   HBW Advisory Services LLC 90 - 2024-03-31 15,032 $1,831,000 0
   Inlet Private Wealth LLC 65 - 2024-03-31 13,780 $1,649,000 0
   GREAT COMPANIES INC 32 - 2024-03-31 10,588 $1,267,000 0
   USS Investment Management Ltd 531 - 2023-12-31 10,029 $1,221,000 0
   RIVERFRONT INVESTMENT GROUP, LLC 83 - 2023-12-31 10,000 $1,218,000 0
   Mork Capital Management 43 - 2023-12-31 10,000 $1,218,000 0
   CUBIC ASSET MANAGEMENT LLC 93 - 2024-03-31 8,700 $1,041,000 0
   State of Tennessee Treasury Department 1179 - 2023-12-31 8,429 $1,026,000 0
   BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 56 - 2023-12-31 7,282 $887,000 0
   Lion Street Advisors LLC 71 - 2024-03-31 6,225 $758,000 0
   RMB CAPITAL MANAGEMENT LLC 362 - 2023-12-31 5,015 $611,000 0
   GAMCO INVESTORS INC ET AL 664 - 2023-12-31 5,000 $609,000 0
   Illinois Municipal Retirement Fund 1169 - 2023-12-31 4,787 $583,000 0
   CIM INVESTMENT MANGEMENT INC 128 - 2023-12-31 4,127 $503,000 0
   Prairie Sky Financial Group LLC 37 - 2024-03-31 4,107 $491,000 0
   Maryland State Retirement & Pension System 1188 - 2024-03-31 4,232 $447,000 0
   KELLY LAWRENCE W & ASSOCIATES INC/CA 59 - 2023-12-31 3,230 $393,000 0
   LONGFELLOW INVESTMENT MANAGEMENT CO LTD PARTNERSHI 119 - 2023-12-31 2,794 $340,000 0
   Granite Springs Asset Management LLC - 2023-12-31 2,670 $325,000 0
   SPINNAKER TRUST 229 - 2023-12-31 2,595 $316,000 0
   REGENT INVESTMENT MANAGEMENT LLC 168 - 2022-12-31 2,215 $313,000 0
   Avalon Trust Co 103 - 2023-12-31 2,500 $304,000 0
   ROWLAND & CO INVESTMENT COUNSEL/ADV 126 - 2024-03-31 2,490 $298,000 0
   Principle Wealth Partners LLC 296 - 2024-03-31 2,245 $269,000 0
   WELCH GROUP, LLC 191 - 2024-03-31 2,100 $251,000 0
   HER MAJESTY THE QUEEN IN RIGHT OF THE PROVINCE OF 935 - 2023-12-31 1,900 $231,000 0
   BerganKDV Wealth Management LLC 217 - 2023-06-30 1,524 $227,000 0
   VIGILANT CAPITAL MANAGEMENT LLC 143 - 2023-06-30 1,450 $216,000 0
   RODGERS BROTHERS INC. 221 - 2023-12-31 1,760 $214,000 0
   Brave Asset Management Inc 123 - 2023-12-31 1,750 $213,000 0
   Hartland & Co. LLC 576 - 2023-12-31 837 $102,000 0
   SUMMIT INVESTMENT ADVISORS INC 1863 - 2023-12-31 671 $82,000 0
   Security National Bank 164 - 2024-03-31 645 $77,000 0
   Salomon & Ludwin LLC 262 - 2023-12-31 553 $74,000 0
   Silvant Capital Management LLC - 2023-12-31 400 $49,000 0
   TOMPKINS FINANCIAL CORP 359 - 2024-03-31 383 $46,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 343 - 2023-12-31 333 $41,000 0
   SMITHFIELD TRUST CO 594 - 2023-12-31 289 $36,000 0
   BARRETT & COMPANY INC. 323 - 2024-03-31 250 $30,000 0
   CAMBRIDGE TRUST CO 506 - 2023-12-31 175 $21,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 338 - 2024-03-31 165 $20,000 0
   WEBSTER BANK 431 - 2024-03-31 155 $19,000 0
   Colonial Trust Co / SC 641 - 2023-12-31 158 $19,000 0
   TD Waterhouse Canada Inc. 1143 - 2023-12-31 151 $18,000 0
   Tyler-Stone Wealth Management 514 - 2023-12-31 150 $18,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 645 - 2022-12-31 106 $15,000 0
   United Community Bank 332 - 2023-12-31 110 $13,000 0
   WFA of San Diego LLC 264 - 2023-09-30 100 $13,000 0
   CoreFirst Bank & Trust 297 - 2023-12-31 110 $13,000 0
   BANGOR SAVINGS BANK 403 - 2024-03-31 95 $11,000 0
   FIRST COMMUNITY TRUST NA 227 - 2024-03-31 90 $11,000 0
   CI INVESTMENTS INC 1152 - 2023-12-31 82 $10,000 0
   UNION SAVINGS BANK 283 - 2023-12-31 80 $10,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1116 - 2023-12-31 75 $9,000 0
   HARBOR INVESTMENT ADVISORY LLC 867 - 2024-03-31 77 $9,000 0
   DELTA ASSET MANAGEMENT LLC/TN 483 - 2023-12-31 54 $7,000 0
   Johnson Midwest Financial LLC 234 - 2023-09-30 54 $7,000 0
   JNBA FINANCIAL ADVISORS 501 - 2024-03-31 60 $7,000 0
   Pacific Center for Financial Services 301 - 2023-12-31 50 $6,000 0
   Bogart Wealth LLC 748 - 2024-03-31 39 $5,000 0
   Rosenberg Matthew Hamilton 694 - 2024-03-31 44 $5,000 0
   Red Tortoise LLC 422 - 2024-03-31 24 $3,000 0
   Fortitude Family Office LLC 719 - 2024-03-31 24 $3,000 0
   Paladin Advisory Group LLC 217 - 2023-12-31 23 $3,000 0
   TUCKER ASSET MANAGEMENT LLC 702 - 2023-12-31 25 $3,000 0
   ADIRONDACK TRUST CO 451 - 2024-03-31 20 $2,000 0
   New Millennium Group LLC 307 - 2023-12-31 14 $2,000 0
   West Financial Advisors LLC 145 - 2024-03-31 10 $1,000 0
   Atlantic Trust LLC 395 - 2023-12-31 12 $1,000 0
   GRADIENT INVESTMENTS LLC 884 - 2024-03-31 9 $1,000 0
   COLONIAL ASSET MANAGEMENT, INC. 765 - 2023-12-31 6 $1,000 0
   Planning Capital Management Corp 624 - 2024-03-31 6 $1,000 0
   Cherry Tree Wealth Management LLC 545 - 2023-12-31 8 $1,000 0
   Prestige Wealth Management Group LLC 950 - 2024-03-31 6 $1,000 0
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 894 - 2023-12-31 3 $0 0
   Versant Capital Management Inc 1812 - 2024-03-31 1 $0 0
   True Wealth Design LLC 491 - 2023-12-31 2 $0 0
   ZBN.A. 903 - 2023-12-31 4 $0 0
   Delos Wealth Advisors LLC 346 - 2023-12-31 4 $0 0

  82 Records found
  1    
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