Filing Research | WOR - WORTHINGTON ENTERPRISES INC Institutional Holdings

Snapshot holdings

50 / 53 loaded

#		Instrument	quantity
1	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	529.2KSH	$28.5M
2	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	74.9KSH	$4.0M
3	Cardinal Capital Management	Shares	31.6KSH	$1.7M
4	Louisiana State Employees Retirement System	Shares	13.6KSH	$731.1K
5	Summit Financial Strategies, Inc.	Shares	13.4KSH	$721.9K
6	OLD NATIONAL BANCORP /IN/	Shares	10.4KSH	$559.1K
7	PARK NATIONAL CORP /OH/	Shares	10.2KSH	$548.9K
8	Police & Firemen's Retirement System of New Jersey	Shares	9.5KSH	$510.5K
9	JOHNSON INVESTMENT COUNSEL INC	Shares	9.3KSH	$499.2K
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	8.3KSH	$448.3K
11	Fifth Third Wealth Advisors LLC	Shares	6.3KSH	$336.1K
12	ANCHYRA PARTNERS LLC	Shares	5.1KSH	$274.7K
13	Symmetry Partners, LLC	Shares	4.1KSH	$222.4K
14	Hennion & Walsh Asset Management, Inc.	Shares	4.0KSH	$217.1K
15	Rinkey Investments	Shares	4.0KSH	$214.7K
16	Central Pacific Bank - Trust Division	Shares	3.5KSH	$187.2K
17	EASTERN BANK	Shares	2.9KSH	$157.1K
18	SALEM INVESTMENT COUNSELORS INC	Shares	2.7KSH	$145.1K
19	True Wealth Design, LLC	Shares	2.6KSH	$140.1K
20	GAMMA Investing LLC	Shares	2.1KSH	$113.8K
21	Farther Finance Advisors, LLC	Shares	1.1KSH	$59.2K
22	Ritter Daniher Financial Advisory LLC / DE	Shares	1.1KSH	$57.6K
23	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	1.0KSH	$54.4K
24	Key FInancial Inc	Shares	1.0KSH	$53.9K
25	CoreCap Advisors, LLC	Shares	586SH	$31.5K
26	FIRST HORIZON CORP	Shares	377SH	$20.3K
27	GGM Financial LLC	Shares	353SH	$19.0K
28	EverSource Wealth Advisors, LLC	Shares	341SH	$18.3K
29	Versant Capital Management, Inc	Shares	221SH	$11.9K
30	Nvest Wealth Strategies, Inc.	Shares	167SH	$9.0K
31	Torren Management, LLC	Shares	136SH	$7.3K
32	SJS Investment Consulting Inc.	Shares	118SH	$6.3K
33	SIGNATUREFD, LLC	Shares	104SH	$5.6K
34	MassMutual Private Wealth & Trust, FSB	Shares	100SH	$5.4K
35	JFS WEALTH ADVISORS, LLC	Shares	52SH	$2.8K
36	High Note Wealth, LLC	Shares	36SH	$1.9K
37	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	33.4KSH	$1.8K
38	Fortitude Family Office, LLC	Shares	27SH	$1.5K
39	Physician Wealth Advisors, Inc.	Shares	21SH	$1.1K
40	FARMERS & MERCHANTS INVESTMENTS INC	Shares	14SH	$753
41	State of Alaska, Department of Revenue	Shares	13.7KSH	$734
42	Valued Wealth Advisors LLC	Shares	13SH	$699
43	Creative Capital Management Investments LLC	Shares	11SH	$591
44	Handelsbanken Fonder AB	Shares	9.1KSH	$489
45	AMALGAMATED BANK	Shares	8.3KSH	$449
46	DiNuzzo Private Wealth, Inc.	Shares	8SH	$431
47	GILPIN WEALTH MANAGEMENT, LLC	Shares	3SH	$162
48	Davis Capital Management	Shares	2SH	$108
49	Hughes Financial Services, LLC	Shares	2SH	$108
50	IFP Advisors, Inc	Shares	2SH	$108

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

50 / 57 loaded

#		Instrument
1	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added	Shares	+72.3K	+$4.6M	$28.5M
2	Fifth Third Wealth Advisors LLC new	Shares	+6.3K	+$336.1K	$336.1K
3	ANCHYRA PARTNERS LLC new	Shares	+5.1K	+$274.7K	$274.7K
4	Symmetry Partners, LLC new	Shares	+4.1K	+$222.4K	$222.4K
5	Cardinal Capital Management added	Shares	+643	+$84.7K	$1.7M
6	Police & Firemen's Retirement System of New Jersey added	Shares	+782	+$56.2K	$510.5K
7	Farther Finance Advisors, LLC added	Shares	+646	+$35.3K	$59.2K
8	Central Pacific Bank - Trust Division added	Shares	+493	+$31.3K	$187.2K
9	Summit Financial Strategies, Inc. unchanged	Shares	0	+$21.8K	$721.9K
10	OLD NATIONAL BANCORP /IN/ unchanged	Shares	0	+$16.8K	$559.1K
11	PARK NATIONAL CORP /OH/ unchanged	Shares	0	+$16.5K	$548.9K
12	JOHNSON INVESTMENT COUNSEL INC unchanged	Shares	0	+$15.0K	$499.2K
13	Louisiana State Employees Retirement System trimmed	Shares	-200	+$11.6K	$731.1K
14	GAMMA Investing LLC added	Shares	+153	+$11.4K	$113.8K
15	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-69	+$9.9K	$448.3K
16	Versant Capital Management, Inc added	Shares	+146	+$8.0K	$11.9K
17	Rinkey Investments unchanged	Shares	0	+$6.5K	$214.7K
18	SJS Investment Consulting Inc. added	Shares	+100	+$5.4K	$6.3K
19	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-22	+$5.4K	$217.1K
20	EASTERN BANK unchanged	Shares	0	+$4.7K	$157.1K
21	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$4.4K	$145.1K
22	Ritter Daniher Financial Advisory LLC / DE unchanged	Shares	0	+$1.7K	$57.6K
23	Key FInancial Inc unchanged	Shares	0	+$1.6K	$53.9K
24	CoreCap Advisors, LLC added	Shares	+11	+$1.5K	$31.5K
25	Valued Wealth Advisors LLC new	Shares	+13	+$699	$699
26	FIRST HORIZON CORP unchanged	Shares	0	+$611	$20.3K
27	Creative Capital Management Investments LLC new	Shares	+11	+$591	$591
28	GGM Financial LLC unchanged	Shares	0	+$572	$19.0K
29	JFS WEALTH ADVISORS, LLC added	Shares	+9	+$553	$2.8K
30	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$455	$54.4K
31	Torren Management, LLC unchanged	Shares	0	+$223	$7.3K
32	SIGNATUREFD, LLC unchanged	Shares	0	+$168	$5.6K
33	GILPIN WEALTH MANAGEMENT, LLC new	Shares	+3	+$162	$162
34	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$162	$5.4K
35	Davis Capital Management new	Shares	+2	+$108	$108
36	Hughes Financial Services, LLC new	Shares	+2	+$108	$108
37	LRI Investments, LLC new	Shares	+2	+$108	$108
38	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+1.0K	+$108	$1.8K
39	High Note Wealth, LLC unchanged	Shares	0	+$58	$1.9K
40	Fortitude Family Office, LLC unchanged	Shares	0	+$44	$1.5K
41	Handelsbanken Fonder AB added	Shares	+400	+$35	$489
42	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$34	$1.1K
43	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$23	$753
44	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$13	$431
45	SBI Securities Co., Ltd. unchanged	Shares	0	+$2	$54
46	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$1	$22
47	AMALGAMATED BANK trimmed	Shares	-652	-$20	$449
48	Vermillion Wealth Management, Inc. exited	Shares	-3	-$156	$0
49	State of Alaska, Department of Revenue trimmed	Shares	-5.2K	-$249	$734
50	IFP Advisors, Inc trimmed	Shares	-37	-$1.9K	$108

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