Institutional Ownership Whirlpool Corp (WHR)
This table provides information about the institutional ownership of Whirlpool Corp (WHR). We have compiled data on the 637 institutions that hold shares in the stock, with a total of 46.5 Million shares, which have been reported (via 13F filing form) to have a value of $4.49 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
45
shares
|
$4,343
0.0% of portfolio
|
Q1 2025
Added 2.27%
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
44
shares
|
$4,246
0.0% of portfolio
|
Q1 2024
Added 29.41%
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
43
shares
|
$4,150
0.0% of portfolio
|
Q2 2025
Added 30.3%
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
35
shares
|
$3,378
0.0% of portfolio
|
Q1 2025
Reduced 22.22%
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
35
shares
|
$3,378
0.0% of portfolio
|
Q1 2025
New holding
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
33
shares
|
$3,185
0.0% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
32
shares
|
$3,088
0.0% of portfolio
|
Q1 2025
Reduced 63.22%
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
31
shares
|
$2,992
0.0% of portfolio
|
Q1 2025
New holding
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
31
shares
|
$2,992
0.0% of portfolio
|
Q1 2025
Added 1450.0%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
28
shares
|
$2,702
0.0% of portfolio
|
Q2 2023
New holding
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
25
shares
|
$2,413
0.0% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
25
shares
|
$2,413
0.0% of portfolio
|
Q4 2024
New holding
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
25
shares
|
$2,413
0.0% of portfolio
|
Q3 2024
New holding
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
23
shares
|
$2,219
0.0% of portfolio
|
Q1 2023
New holding
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
22
shares
|
$2,123
0.0% of portfolio
|
Q2 2025
Added 214.29%
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
22
shares
|
$2,123
0.0% of portfolio
|
Q4 2024
New holding
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
21
shares
|
$2,026
0.0% of portfolio
|
Q4 2024
Added 31.25%
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
20
shares
|
$1,930
0.0% of portfolio
|
Q4 2022
Reduced 84.62%
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
19
shares
|
$1,833
0.0% of portfolio
|
Q2 2024
Reduced 20.83%
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
19
shares
|
$1,833
0.0% of portfolio
|
Q1 2025
New holding
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
18
shares
|
$1,737
0.0% of portfolio
|
Q1 2025
New holding
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
17
shares
|
$1,640
0.0% of portfolio
|
Q3 2023
New holding
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
15
shares
|
$1,447
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
14
shares
|
$1,351
0.0% of portfolio
|
Q4 2024
New holding
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
14
shares
|
$1,351
0.0% of portfolio
|
Q1 2025
Reduced 96.85%
|