Filing Research | TKR - TIMKEN CO Institutional Holdings

Snapshot holdings

50 / 122 loaded

#		Instrument	quantity
1	Tema ETFs LLC	Shares	169.4KSH	$24.6M
2	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	147.5KSH	$21.4M
3	Swedbank AB	Shares	127.2KSH	$18.5M
4	Pembroke Management, LTD	Shares	74.3KSH	$10.8M
5	PEREGRINE INVESTMENT MANAGEMENT INC	Shares	70.0KSH	$10.2M
6	Baker Ellis Asset Management LLC	Shares	65.2KSH	$9.5M
7	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	54.8KSH	$8.0M
8	MOODY NATIONAL BANK TRUST DIVISION	Shares	36.5KSH	$5.3M
9	BAR HARBOR WEALTH MANAGEMENT	Shares	35.1KSH	$5.1M
10	Linden Thomas Advisory Services, LLC	Shares	31.5KSH	$4.6M
11	GHP Investment Advisors, Inc.	Shares	29.3KSH	$4.3M
12	Police & Firemen's Retirement System of New Jersey	Shares	28.7KSH	$4.2M
13	Uncommon Cents Investing LLC	Shares	27.7KSH	$4.0M
14	Diversified Trust Co	Shares	22.6KSH	$3.3M
15	Monument Capital Management	Shares	20.3KSH	$2.9M
16	Oliver Luxxe Assets LLC	Shares	19.1KSH	$2.8M
17	Louisiana State Employees Retirement System	Shares	18.5KSH	$2.7M
18	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	18.5KSH	$2.7M
19	Assenagon Asset Management S.A.	Shares	16.8KSH	$2.4M
20	QRG CAPITAL MANAGEMENT, INC.	Shares	16.7KSH	$2.4M
21	COOKSON PEIRCE & CO INC	Shares	16.1KSH	$2.3M
22	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	15.1KSH	$2.2M
23	Y-Intercept (Hong Kong) Ltd	Shares	14.7KSH	$2.1M
24	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	15.1KSH	$1.9M
25	Fairvoy Private Wealth, LLC	Shares	11.0KSH	$1.6M
26	Sequoia Financial Advisors, LLC	Shares	10.2KSH	$1.5M
27	Skylands Capital, LLC	Shares	9.1KSH	$1.3M
28	BURNEY CO/	Shares	8.0KSH	$1.2M
29	GATEWAY INVESTMENT ADVISERS LLC	Shares	7.7KSH	$1.1M
30	Ifrah Financial Services, Inc.	Shares	6.7KSH	$980.0K
31	SHEETS SMITH WEALTH MANAGEMENT	Shares	6.1KSH	$883.4K
32	Aaron Wealth Advisors LLC	Shares	5.2KSH	$749.4K
33	Union Bancaire Privee, UBP SA	Shares	6.0KSH	$745.3K
34	Fortune Financial Advisors, LLC	Shares	5.0KSH	$733.9K
35	WASHINGTON CAPITAL MANAGEMENT, INC	Shares	5.0KSH	$733.9K
36	EXCHANGE TRADED CONCEPTS, LLC	Shares	4.9KSH	$715.7K
37	Royal Fund Management, LLC	Shares	4.6KSH	$673.0K
38	SECURIAN ASSET MANAGEMENT, INC	Shares	4.7KSH	$643.7K
39	First Bank & Trust	Shares	4.3KSH	$630.1K
40	LANARK FINANCIAL, INC.	Shares	3.8KSH	$558.5K
41	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	3.8KSH	$546.3K
42	Crossmark Global Holdings, Inc.	Shares	3.6KSH	$520.8K
43	FIRST CITIZENS BANK & TRUST CO	Shares	3.5KSH	$508.6K
44	Summit Financial Wealth Advisors, LLC	Shares	3.3KSH	$480.7K
45	EASTERLY INVESTMENT PARTNERS LLC	Shares	3.0KSH	$436.0K
46	GUYASUTA INVESTMENT ADVISORS INC	Shares	2.6KSH	$374.9K
47	HM PAYSON & CO	Shares	2.6KSH	$374.9K
48	Counterpoint Mutual Funds LLC	Shares	2.6KSH	$370.7K
49	Fifth Third Wealth Advisors LLC	Shares	2.5KSH	$366.4K
50	Optas, LLC	Shares	2.2KSH	$325.5K

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Manager changes2026-06-30 vs 2026-03-31

50 / 131 loaded

#		Instrument
1	Swedbank AB new	Shares	+127.2K	+$18.5M	$18.5M
2	Pembroke Management, LTD new	Shares	+74.3K	+$10.8M	$10.8M
3	Tema ETFs LLC added	Shares	+5.8K	+$8.2M	$24.6M
4	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-23.9K	+$4.2M	$21.4M
5	MOODY NATIONAL BANK TRUST DIVISION added	Shares	+17.8K	+$3.4M	$5.3M
6	PEREGRINE INVESTMENT MANAGEMENT INC unchanged	Shares	0	+$3.1M	$10.2M
7	Baker Ellis Asset Management LLC added	Shares	+1.1K	+$3.0M	$9.5M
8	Monument Capital Management new	Shares	+20.3K	+$2.9M	$2.9M
9	HIGHLAND CAPITAL MANAGEMENT, LLC trimmed	Shares	-120	+$2.4M	$8.0M
10	Assenagon Asset Management S.A. new	Shares	+16.8K	+$2.4M	$2.4M
11	Diversified Trust Co added	Shares	+8.9K	+$1.9M	$3.3M
12	GHP Investment Advisors, Inc. added	Shares	+5.4K	+$1.8M	$4.3M
13	Fairvoy Private Wealth, LLC new	Shares	+11.0K	+$1.6M	$1.6M
14	BAR HARBOR WEALTH MANAGEMENT trimmed	Shares	-27	+$1.6M	$5.1M
15	Linden Thomas Advisory Services, LLC added	Shares	+596	+$1.5M	$4.6M
16	Police & Firemen's Retirement System of New Jersey added	Shares	+1.2K	+$1.4M	$4.2M
17	Uncommon Cents Investing LLC added	Shares	+45	+$1.2M	$4.0M
18	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+7.7K	+$1.1M	$1.1M
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+7.6K	+$1.1M	$1.9M
20	QRG CAPITAL MANAGEMENT, INC. added	Shares	+1.5K	+$900.9K	$2.4M
21	Louisiana State Employees Retirement System added	Shares	+100	+$837.9K	$2.7M
22	COOKSON PEIRCE & CO INC added	Shares	+644	+$784.6K	$2.3M
23	Union Bancaire Privee, UBP SA new	Shares	+6.0K	+$745.3K	$745.3K
24	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-1.2K	+$701.2K	$2.7M
25	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-742	+$602.9K	$2.2M
26	Aaron Wealth Advisors LLC added	Shares	+2.4K	+$473.4K	$749.4K
27	EASTERLY INVESTMENT PARTNERS LLC new	Shares	+3.0K	+$436.0K	$436.0K
28	Counterpoint Mutual Funds LLC new	Shares	+2.6K	+$370.7K	$370.7K
29	BURNEY CO/ trimmed	Shares	-128	+$343.1K	$1.2M
30	Sequoia Financial Advisors, LLC trimmed	Shares	-1.2K	+$333.6K	$1.5M
31	Ifrah Financial Services, Inc. trimmed	Shares	-67	+$295.1K	$980.0K
32	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+1.3K	+$294.0K	$546.3K
33	SHEETS SMITH WEALTH MANAGEMENT added	Shares	+128	+$284.9K	$883.4K
34	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+1.8K	+$267.0K	$267.0K
35	Net Worth Advisory Group new	Shares	+1.7K	+$246.7K	$246.7K
36	Trust Point Inc. new	Shares	+1.6K	+$237.0K	$237.0K
37	Merit Financial Group, LLC new	Shares	+1.6K	+$236.1K	$236.1K
38	BUILDER INVESTMENT GROUP INC /ADV new	Shares	+1.6K	+$232.5K	$232.5K
39	DIVERSIFIED MANAGEMENT INC new	Shares	+1.6K	+$226.7K	$226.7K
40	Fortune Financial Advisors, LLC unchanged	Shares	0	+$226.0K	$733.9K
41	GREENLEAF TRUST new	Shares	+1.6K	+$225.7K	$225.7K
42	Portside Wealth Group, LLC new	Shares	+1.5K	+$222.3K	$222.3K
43	Kohmann Bosshard Financial Services, LLC new	Shares	+1.5K	+$222.1K	$222.1K
44	NorthCrest Asset Manangement, LLC new	Shares	+1.6K	+$214.8K	$214.8K
45	FLC Capital Advisors new	Shares	+1.5K	+$214.2K	$214.2K
46	Summit Financial Wealth Advisors, LLC added	Shares	+632	+$211.6K	$480.7K
47	Royal Fund Management, LLC unchanged	Shares	0	+$207.2K	$673.0K
48	Composition Wealth, LLC new	Shares	+1.4K	+$204.5K	$204.5K
49	Confluence Wealth Services, Inc. new	Shares	+1.4K	+$203.4K	$203.4K
50	First Bank & Trust trimmed	Shares	-71	+$186.9K	$630.1K

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