Filing Research | WSC - WillScot Holdings Corporation Institutional Holdings

Snapshot holdings

50 / 60 loaded

#		Instrument	quantity
1	River Road Asset Management, LLC	Shares	2.8MSH	$80.3M
2	Douglas Lane & Associates, LLC	Shares	1.7MSH	$49.6M
3	DIVERSIFIED MANAGEMENT INC	Shares	906.3KSH	$26.2M
4	Empire Life Investments Inc.	Shares	401.6KSH	$11.6M
5	BERNZOTT CAPITAL ADVISORS	Shares	187.8KSH	$5.4M
6	Carnegie Lake Advisors LLC	Shares	123.2KSH	$3.6M
7	Skylands Capital, LLC	Shares	122.5KSH	$3.5M
8	Mraz, Amerine & Associates, Inc.	Shares	109.4KSH	$3.2M
9	Police & Firemen's Retirement System of New Jersey	Shares	81.9KSH	$2.4M
10	Louisiana State Employees Retirement System	Shares	79.3KSH	$2.3M
11	Curated Wealth Partners LLC	Shares	2.8KSH	$1.9M
12	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	52.3KSH	$1.5M
13	THOMPSON INVESTMENT MANAGEMENT, INC.	Shares	42.8KSH	$1.2M
14	CARY STREET PARTNERS FINANCIAL LLC	Shares	35.0KSH	$1.0M
15	Central Pacific Bank - Trust Division	Shares	22.6KSH	$653.1K
16	FULTON BANK, N.A.	Shares	20.1KSH	$579.0K
17	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	13.1KSH	$379.1K
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	10.1KSH	$263.9K
19	BENJAMIN EDWARDS INC	Shares	7.2KSH	$207.4K
20	GAMMA Investing LLC	Shares	5.8KSH	$168.1K
21	LANARK FINANCIAL, INC.	Shares	3.9KSH	$111.7K
22	Gleason Group, Inc.	Shares	1.2KSH	$33.6K
23	SIGNATUREFD, LLC	Shares	1.0KSH	$29.0K
24	MassMutual Private Wealth & Trust, FSB	Shares	792SH	$22.9K
25	Farther Finance Advisors, LLC	Shares	473SH	$13.7K
26	Hughes Financial Services, LLC	Shares	408SH	$11.8K
27	EverSource Wealth Advisors, LLC	Shares	366SH	$10.6K
28	FIRST HORIZON CORP	Shares	355SH	$10.2K
29	HIGHLINE WEALTH PARTNERS LLC	Shares	300SH	$8.7K
30	ELEVATION WEALTH PARTNERS, LLC	Shares	244SH	$7.0K
31	Ares Financial Consulting, LLC	Shares	128SH	$3.7K
32	SJS Investment Consulting Inc.	Shares	112SH	$3.2K
33	FARMERS & MERCHANTS INVESTMENTS INC	Shares	80SH	$2.3K
34	JFS WEALTH ADVISORS, LLC	Shares	74SH	$2.1K
35	Fortitude Family Office, LLC	Shares	72SH	$2.1K
36	State of Alaska, Department of Revenue	Shares	70.5KSH	$2.0K
37	Torren Management, LLC	Shares	63SH	$1.8K
38	Creative Capital Management Investments LLC	Shares	59SH	$1.7K
39	Mosley Wealth Management	Shares	59SH	$1.7K
40	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	57.8KSH	$1.7K
41	Triumph Capital Management	Shares	56SH	$1.6K
42	AMALGAMATED BANK	Shares	51.7KSH	$1.5K
43	Cedar Mountain Advisors, LLC	Shares	46SH	$1.3K
44	Cromwell Holdings LLC	Shares	45SH	$1.3K
45	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	45SH	$1.2K
46	Handelsbanken Fonder AB	Shares	42.2KSH	$1.2K
47	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	34SH	$981
48	Versant Capital Management, Inc	Shares	31SH	$895
49	Physician Wealth Advisors, Inc.	Shares	25SH	$724
50	GILPIN WEALTH MANAGEMENT, LLC	Shares	25SH	$722

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

50 / 66 loaded

#		Instrument
1	River Road Asset Management, LLC trimmed	Shares	-153.4K	+$29.3M	$80.3M
2	Douglas Lane & Associates, LLC added	Shares	+8.7K	+$19.9M	$49.6M
3	Empire Life Investments Inc. new	Shares	+401.6K	+$11.6M	$11.6M
4	DIVERSIFIED MANAGEMENT INC trimmed	Shares	-293.6K	+$5.3M	$26.2M
5	BERNZOTT CAPITAL ADVISORS added	Shares	+24.5K	+$2.6M	$5.4M
6	Curated Wealth Partners LLC new	Shares	+2.8K	+$1.9M	$1.9M
7	Carnegie Lake Advisors LLC trimmed	Shares	-1.8K	+$1.4M	$3.6M
8	Mraz, Amerine & Associates, Inc. trimmed	Shares	-1.6K	+$1.2M	$3.2M
9	Police & Firemen's Retirement System of New Jersey added	Shares	+2.7K	+$988.9K	$2.4M
10	Louisiana State Employees Retirement System trimmed	Shares	-1.4K	+$887.6K	$2.3M
11	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+389	+$608.4K	$1.5M
12	FULTON BANK, N.A. new	Shares	+20.1K	+$579.0K	$579.0K
13	THOMPSON INVESTMENT MANAGEMENT, INC. unchanged	Shares	0	+$492.0K	$1.2M
14	Skylands Capital, LLC trimmed	Shares	-52.9K	+$491.0K	$3.5M
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+10.1K	+$263.9K	$263.9K
16	Central Pacific Bank - Trust Division unchanged	Shares	0	+$260.2K	$653.1K
17	BENJAMIN EDWARDS INC new	Shares	+7.2K	+$207.4K	$207.4K
18	CARY STREET PARTNERS FINANCIAL LLC trimmed	Shares	-12.9K	+$178.6K	$1.0M
19	LANARK FINANCIAL, INC. new	Shares	+3.9K	+$111.7K	$111.7K
20	GAMMA Investing LLC added	Shares	+577	+$77.0K	$168.1K
21	MassMutual Private Wealth & Trust, FSB added	Shares	+299	+$14.3K	$22.9K
22	Gleason Group, Inc. added	Shares	+2	+$13.4K	$33.6K
23	HIGHLINE WEALTH PARTNERS LLC added	Shares	+214	+$7.2K	$8.7K
24	ELEVATION WEALTH PARTNERS, LLC added	Shares	+208	+$6.4K	$7.0K
25	EverSource Wealth Advisors, LLC added	Shares	+119	+$6.3K	$10.6K
26	Farther Finance Advisors, LLC added	Shares	+54	+$6.3K	$13.7K
27	Hughes Financial Services, LLC unchanged	Shares	0	+$4.7K	$11.8K
28	FIRST HORIZON CORP unchanged	Shares	0	+$4.1K	$10.2K
29	Ares Financial Consulting, LLC new	Shares	+128	+$3.7K	$3.7K
30	SJS Investment Consulting Inc. new	Shares	+112	+$3.2K	$3.2K
31	SIGNATUREFD, LLC trimmed	Shares	-494	+$3.0K	$29.0K
32	Creative Capital Management Investments LLC new	Shares	+59	+$1.7K	$1.7K
33	Mosley Wealth Management new	Shares	+59	+$1.7K	$1.7K
34	JFS WEALTH ADVISORS, LLC added	Shares	+39	+$1.5K	$2.1K
35	Fortitude Family Office, LLC added	Shares	+11	+$1.0K	$2.1K
36	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$920	$2.3K
37	Cromwell Holdings LLC added	Shares	+20	+$865	$1.3K
38	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+5.9K	+$766	$1.7K
39	Spire Wealth Management new	Shares	+25	+$722	$722
40	Torren Management, LLC unchanged	Shares	0	+$722	$1.8K
41	Physician Wealth Advisors, Inc. added	Shares	+21	+$653	$724
42	Triumph Capital Management unchanged	Shares	0	+$645	$1.6K
43	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+20	+$635	$722
44	Bogart Wealth, LLC new	Shares	+20	+$577	$577
45	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$529	$1.3K
46	AMALGAMATED BANK trimmed	Shares	-5.0K	+$508	$1.5K
47	Handelsbanken Fonder AB unchanged	Shares	0	+$485	$1.2K
48	LRI Investments, LLC new	Shares	+15	+$433	$433
49	Davis Capital Management new	Shares	+10	+$289	$289
50	State of Alaska, Department of Revenue trimmed	Shares	-30.1K	+$288	$2.0K

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