Filing Research | WHR - WHIRLPOOL CORP COM Institutional Holdings

Snapshot holdings

50 / 88 loaded

#		Instrument	quantity
1	GREATMARK INVESTMENT PARTNERS, INC.	Shares	124.2KSH	$4.9M
2	QSM Asset Management Ltd	Shares	93.9KSH	$3.5M
3	Gilman Hill Asset Management, LLC	Shares	79.7KSH	$3.1M
4	KWMG, LLC	Shares	77.0KSH	$3.0M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	35.6KSH	$1.4M
6	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	27.4KSH	$1.1M
7	Police & Firemen's Retirement System of New Jersey	Shares	27.8KSH	$1.1M
8	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	20.2KSH	$797.1K
9	Louisiana State Employees Retirement System	Shares	19.0KSH	$749.0K
10	COURIER CAPITAL LLC	Shares	17.9KSH	$706.5K
11	LANARK FINANCIAL, INC.	Shares	16.5KSH	$649.8K
12	Merit Financial Group, LLC	Shares	11.6KSH	$456.2K
13	Pacific Capital Wealth Advisors, Inc.	Shares	10.0KSH	$394.2K
14	Crossmark Global Holdings, Inc.	Shares	9.2KSH	$362.5K
15	Sequoia Financial Advisors, LLC	Shares	8.7KSH	$341.9K
16	PFG Investments, LLC	Shares	8.5KSH	$335.4K
17	Westhampton Capital, LLC	Shares	8.2KSH	$322.9K
18	EASTERLY INVESTMENT PARTNERS LLC	Shares	8.0KSH	$315.4K
19	INDEPENDENT FINANCIAL GROUP, LLC	Shares	8.0KSH	$315.4K
20	J.W. COLE ADVISORS, INC.	Shares	7.4KSH	$290.4K
21	Investors Research Corp	Shares	6.7KSH	$265.4K
22	Baker Ellis Asset Management LLC	Shares	6.7KSH	$265.1K
23	Cardinal Point Capital Management ULC	Shares	6.4KSH	$252.3K
24	SECURIAN ASSET MANAGEMENT, INC	Shares	4.8KSH	$184.3K
25	Byrne Asset Management LLC	Shares	4.4KSH	$171.8K
26	Provenance Wealth Advisors, LLC	Shares	3.7KSH	$145.4K
27	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	3.1KSH	$123.6K
28	Bank & Trust Co	Shares	3.0KSH	$116.6K
29	IFP Advisors, Inc	Shares	2.9KSH	$114.0K
30	GAMMA Investing LLC	Shares	2.7KSH	$105.0K
31	Farther Finance Advisors, LLC	Shares	1.7KSH	$68.1K
32	EverSource Wealth Advisors, LLC	Shares	1.7KSH	$66.8K
33	MeadowBrook Investment Advisors LLC	Shares	1.6KSH	$63.3K
34	Vermillion Wealth Management, Inc.	Shares	1.5KSH	$58.1K
35	Community Financial Services Group, LLC	Shares	1.3KSH	$51.2K
36	HM PAYSON & CO	Shares	1.3KSH	$49.3K
37	Kennebec Savings Bank	Shares	1.2KSH	$47.3K
38	SJS Investment Consulting Inc.	Shares	953SH	$37.6K
39	LRI Investments, LLC	Shares	775SH	$30.5K
40	SIGNATUREFD, LLC	Shares	604SH	$23.8K
41	True Wealth Design, LLC	Shares	563SH	$22.2K
42	Manitou Investment Management Ltd.	Shares	559SH	$22.0K
43	SBI Securities Co., Ltd.	Shares	430SH	$17.0K
44	THOMPSON INVESTMENT MANAGEMENT, INC.	Shares	400SH	$15.8K
45	Versant Capital Management, Inc	Shares	381SH	$15.0K
46	SALEM INVESTMENT COUNSELORS INC	Shares	375SH	$14.8K
47	Bogart Wealth, LLC	Shares	362SH	$14.3K
48	Triumph Capital Management	Shares	300SH	$11.8K
49	Lodestone Wealth Management LLC	Shares	293SH	$11.5K
50	TOMPKINS FINANCIAL CORP	Shares	259SH	$10.2K

Scroll to load more

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

50 / 109 loaded

#		Instrument
1	QSM Asset Management Ltd added	Shares	+37.2K	+$552.8K	$3.5M
2	Merit Financial Group, LLC new	Shares	+11.6K	+$456.2K	$456.2K
3	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+15.3K	+$444.3K	$1.1M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+16.7K	+$399.8K	$1.4M
5	Pacific Capital Wealth Advisors, Inc. new	Shares	+10.0K	+$394.2K	$394.2K
6	Crossmark Global Holdings, Inc. new	Shares	+9.2K	+$362.5K	$362.5K
7	Sequoia Financial Advisors, LLC new	Shares	+8.7K	+$341.9K	$341.9K
8	J.W. COLE ADVISORS, INC. new	Shares	+7.4K	+$290.4K	$290.4K
9	LANARK FINANCIAL, INC. added	Shares	+8.2K	+$202.5K	$649.8K
10	GAMMA Investing LLC added	Shares	+2.3K	+$87.5K	$105.0K
11	Kennebec Savings Bank new	Shares	+1.2K	+$47.3K	$47.3K
12	IFP Advisors, Inc added	Shares	+1.5K	+$40.7K	$114.0K
13	Cardinal Point Capital Management ULC added	Shares	+2.4K	+$36.6K	$252.3K
14	Farther Finance Advisors, LLC added	Shares	+904	+$23.0K	$68.1K
15	SIGNATUREFD, LLC added	Shares	+526	+$19.6K	$23.8K
16	Community Financial Services Group, LLC added	Shares	+635	+$16.5K	$51.2K
17	Versant Capital Management, Inc added	Shares	+378	+$14.9K	$15.0K
18	True Wealth Design, LLC added	Shares	+420	+$14.5K	$22.2K
19	EverSource Wealth Advisors, LLC added	Shares	+677	+$11.9K	$66.8K
20	THOMPSON INVESTMENT MANAGEMENT, INC. added	Shares	+300	+$10.4K	$15.8K
21	Wealth Enhancement Trust Services, Inc. new	Shares	+231	+$9.1K	$9.1K
22	Advantage Trust Co new	Shares	+200	+$7.9K	$7.9K
23	ELEVATION WEALTH PARTNERS, LLC new	Shares	+189	+$7.5K	$7.5K
24	Spire Wealth Management new	Shares	+105	+$4.1K	$4.1K
25	Owl Creek Wealth Partners LLC new	Shares	+40	+$1.6K	$1.6K
26	Hughes Financial Services, LLC added	Shares	+25	+$971	$1.0K
27	MassMutual Private Wealth & Trust, FSB added	Shares	+47	+$968	$4.3K
28	Sachetta, LLC added	Shares	+36	+$882	$2.9K
29	Creative Capital Management Investments LLC new	Shares	+8	+$315	$315
30	Cromwell Holdings LLC added	Shares	+5	+$139	$355
31	Physician Wealth Advisors, Inc. added	Shares	+15	+$127	$1.9K
32	WEST PACES ADVISORS INC. new	Shares	+2	+$79	$79
33	Activest Wealth Management new	Shares	+1	+$39	$39
34	TSFG, LLC unchanged	Shares	0	-$1	$4
35	AdvisorNet Financial, Inc unchanged	Shares	0	-$15	$39
36	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	-$87	$237
37	State of Alaska, Department of Revenue added	Shares	+100	-$87	$250
38	Lipe & Dalton unchanged	Shares	0	-$114	$311
39	DiNuzzo Private Wealth, Inc. trimmed	Shares	-2	-$122	$40
40	West Financial Advisors, LLC unchanged	Shares	0	-$145	$395
41	Fortitude Family Office, LLC exited	Shares	-4	-$216	$0
42	PARK AVENUE SECURITIES LLC exited	Shares	-4.8K	-$258	$0
43	Quaker Wealth Management, LLC exited	Shares	-5	-$270	$0
44	Grove Bank & Trust unchanged	Shares	0	-$304	$828
45	AMALGAMATED BANK added	Shares	+438	-$391	$1.1K
46	Handelsbanken Fonder AB exited	Shares	-8.1K	-$437	$0
47	Wall Street Financial Group, Inc. exited	Shares	-9	-$485	$0
48	JFS WEALTH ADVISORS, LLC exited	Shares	-9	-$486	$0
49	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+4.2K	-$556	$2.1K
50	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$652	$1.8K

Scroll to load more