Filing Research | WY - WEYERHAEUSER CO Institutional Holdings

Snapshot holdings

50 / 235 loaded

#		Instrument	quantity
1	DAVENPORT & Co LLC	Shares	2.6MSH	$62.6M
2	Munich Reinsurance Co Stock Corp in Munich	Shares	1.8MSH	$43.2M
3	EXCHANGE TRADED CONCEPTS, LLC	Shares	1.2MSH	$29.4M
4	Swedbank AB	Shares	998.3KSH	$23.9M
5	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	Shares	690.0KSH	$16.5M
6	O'Keefe Stevens Advisory, Inc.	Shares	634.3KSH	$15.2M
7	CULTIVAR CAPITAL, INC.	Shares	615.3KSH	$14.7M
8	Allen Mooney & Barnes Investment Advisors LLC	Shares	575.9KSH	$13.8M
9	BFSG, LLC	Shares	277.7KSH	$6.6M
10	L. Roy Papp & Associates, LLP	Shares	272.9KSH	$6.5M
11	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	265.2KSH	$6.3M
12	Sarasin & Partners LLP	Shares	245.0KSH	$5.9M
13	INTACT INVESTMENT MANAGEMENT INC.	Shares	223.8KSH	$5.4M
14	D.A. DAVIDSON & CO.	Shares	222.5KSH	$5.3M
15	Fiduciary Alliance LLC	Shares	217.2KSH	$5.2M
16	Czech National Bank	Shares	205.2KSH	$4.9M
17	Baugh & Associates, LLC	Shares	199.7KSH	$4.8M
18	Uncommon Cents Investing LLC	Shares	197.3KSH	$4.7M
19	Assenagon Asset Management S.A.	Shares	176.2KSH	$4.2M
20	Mirae Asset Global Investments Co., Ltd.	Shares	173.5KSH	$4.2M
21	CAISSE DES DEPOTS ET CONSIGNATIONS	Shares	171.7KSH	$4.1M
22	Fideuram Asset Management (Ireland) dac	Shares	156.8KSH	$3.8M
23	ROWLANDMILLER & PARTNERS.ADV	Shares	146.3KSH	$3.5M
24	Chesley Taft & Associates LLC	Shares	141.9KSH	$3.4M
25	Baker Ellis Asset Management LLC	Shares	135.3KSH	$3.2M
26	IFM Investors Pty Ltd	Shares	117.9KSH	$2.8M
27	Police & Firemen's Retirement System of New Jersey	Shares	108.2KSH	$2.6M
28	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	104.3KSH	$2.5M
29	Northside Capital Management, LLC	Shares	96.9KSH	$2.3M
30	Prospera Financial Services Inc	Shares	91.1KSH	$2.2M
31	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	87.7KSH	$2.1M
32	Sowell Financial Services LLC	Shares	83.8KSH	$2.0M
33	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	84.8KSH	$2.0M
34	SHRIER WEALTH MANAGEMENT, LLC	Shares	74.9KSH	$1.8M
35	Cohen Capital Management, Inc.	Shares	73.8KSH	$1.8M
36	Slocum, Gordon & Co LLP	Shares	70.1KSH	$1.7M
37	MARATHON CAPITAL MANAGEMENT	Shares	67.6KSH	$1.6M
38	Union Bancaire Privee, UBP SA	Shares	57.7KSH	$1.4M
39	180 WEALTH ADVISORS, LLC	Shares	59.4KSH	$1.4M
40	Adams Asset Advisors, LLC	Shares	58.5KSH	$1.4M
41	Oak Thistle LLC	Shares	52.8KSH	$1.3M
42	MERIDIAN INVESTMENT COUNSEL INC.	Shares	52.1KSH	$1.2M
43	Burns Matteson Capital Management, LLC	Shares	50.9KSH	$1.2M
44	Trium Capital LLP	Shares	50.9KSH	$1.2M
45	Radnor Capital Management, LLC	Shares	49.0KSH	$1.2M
46	INDEPENDENT FINANCIAL GROUP, LLC	Shares	48.2KSH	$1.2M
47	Curbstone Financial Management Corp	Shares	46.0KSH	$1.1M
48	First Heartland Consultants, Inc.	Shares	45.3KSH	$1.1M
49	ABN AMRO INVESTMENT SOLUTIONS	Shares	44.7KSH	$1.1M
50	MIZUHO SECURITIES USA LLC	Shares	43.6KSH	$1.1M

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

50 / 255 loaded

#		Instrument
1	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+242.1K	+$5.3M	$29.4M
2	Assenagon Asset Management S.A. added	Shares	+148.0K	+$3.5M	$4.2M
3	Fideuram Asset Management (Ireland) dac added	Shares	+116.4K	+$2.7M	$3.8M
4	DAVENPORT & Co LLC added	Shares	+112.6K	+$2.0M	$62.6M
5	Swedbank AB added	Shares	+96.3K	+$1.9M	$23.9M
6	INTACT INVESTMENT MANAGEMENT INC. added	Shares	+43.8K	+$960.4K	$5.4M
7	O'Keefe Stevens Advisory, Inc. added	Shares	+49.0K	+$885.2K	$15.2M
8	J.W. COLE ADVISORS, INC. new	Shares	+33.9K	+$811.6K	$811.6K
9	Y-Intercept (Hong Kong) Ltd new	Shares	+30.0K	+$717.3K	$717.3K
10	Mirae Asset Global Investments Co., Ltd. added	Shares	+23.6K	+$492.1K	$4.2M
11	Xcel Wealth Management, LLC new	Shares	+17.8K	+$425.6K	$425.6K
12	Composition Wealth, LLC new	Shares	+12.7K	+$303.9K	$303.9K
13	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. added	Shares	+17.4K	+$294.0K	$6.3M
14	Fiduciary Alliance LLC added	Shares	+14.2K	+$285.2K	$5.2M
15	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+12.4K	+$280.9K	$1.1M
16	MARATHON CAPITAL MANAGEMENT added	Shares	+12.5K	+$273.2K	$1.6M
17	PFG Investments, LLC new	Shares	+11.3K	+$269.9K	$269.9K
18	ROWLANDMILLER & PARTNERS.ADV added	Shares	+13.8K	+$264.6K	$3.5M
19	Aprio Wealth Management, LLC new	Shares	+10.8K	+$258.6K	$258.6K
20	Trium Capital LLP added	Shares	+11.4K	+$254.6K	$1.2M
21	WADDELL & ASSOCIATES, LLC new	Shares	+10.2K	+$244.9K	$244.9K
22	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+10.6K	+$236.4K	$1.2M
23	First Heartland Consultants, Inc. added	Shares	+8.7K	+$189.7K	$1.1M
24	IFM Investors Pty Ltd added	Shares	+9.8K	+$182.1K	$2.8M
25	Farther Finance Advisors, LLC added	Shares	+6.6K	+$156.1K	$467.5K
26	CAPITAL ADVISORS INC/OK added	Shares	+6.7K	+$154.6K	$395.6K
27	VIEWPOINT INVESTMENT PARTNERS CORP added	Shares	+2.8K	+$128.2K	$308.8K
28	CULTIVAR CAPITAL, INC. added	Shares	+17.6K	+$128.2K	$14.7M
29	Czech National Bank added	Shares	+9.0K	+$119.4K	$4.9M
30	Union Bancaire Privee, UBP SA added	Shares	+2.2K	+$111.7K	$1.4M
31	LRI Investments, LLC added	Shares	+4.2K	+$99.4K	$152.9K
32	HOME FEDERAL BANK OF TENNESSEE added	Shares	+3.9K	+$79.0K	$822.4K
33	MISSION WEALTH MANAGEMENT, LP added	Shares	+3.6K	+$77.6K	$546.2K
34	Adams Asset Advisors, LLC added	Shares	+4.1K	+$72.5K	$1.4M
35	Generali Investments Towarzystwo Funduszy Inwestycyjnych added	Shares	+3.0K	+$68.4K	$239.4K
36	HIGHLINE WEALTH PARTNERS LLC added	Shares	+2.0K	+$48.0K	$48.6K
37	Biltmore Wealth Management, LLC added	Shares	+2.3K	+$44.1K	$641.4K
38	IFP Advisors, Inc added	Shares	+2.0K	+$42.6K	$335.6K
39	Hoese & Co LLP new	Shares	+1.6K	+$38.3K	$38.3K
40	Grove Bank & Trust added	Shares	+1.9K	+$37.3K	$462.2K
41	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+4.9K	+$35.7K	$2.0M
42	Essential Investment Partners LLC added	Shares	+1.2K	+$28.4K	$73.9K
43	Tema ETFs LLC added	Shares	+1.3K	+$25.0K	$335.0K
44	Pine Haven Investment Counsel, Inc added	Shares	+1.2K	+$23.2K	$276.4K
45	Apollon Wealth Management, LLC added	Shares	+1.0K	+$20.0K	$263.0K
46	MOODY NATIONAL BANK TRUST DIVISION added	Shares	+1.0K	+$19.9K	$230.0K
47	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+958	+$19.6K	$133.7K
48	IFS Group,LLC added	Shares	+1.2K	+$19.1K	$475.3K
49	CIDEL ASSET MANAGEMENT INC added	Shares	+971	+$17.4K	$308.0K
50	180 WEALTH ADVISORS, LLC new	CALL	+700	+$16.8K	$16.8K

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