Institutional Ownership Westlake Corp (WLK)
This table provides information about the institutional ownership of Westlake Corp (WLK). We have compiled data on the 359 institutions that hold shares in the stock, with a total of 38.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
27
shares
|
$2,194
0.0% of portfolio
|
Q2 2025
Added 17.39%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
25
shares
|
$2,031
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
24
shares
|
$1,950
0.0% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Peterson Wealth Services
|
Jul 31, 2025 Q2 2025 |
23
shares
|
$1,868
0.0% of portfolio
|
Q2 2025
Reduced 99.65%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
23
shares
|
$1,868
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
23
shares
|
$1,868
0.0% of portfolio
|
Q2 2025
Added 53.33%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
22
shares
|
$1,787
0.0% of portfolio
|
Q2 2025
Reduced 99.18%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
20
shares
|
$1,625
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
19
shares
|
$1,543
0.0% of portfolio
|
Q2 2025
Added 72.73%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
18
shares
|
$1,462
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
17
shares
|
$1,381
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
17
shares
|
$1,381
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
15
shares
|
$1,218
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
15
shares
|
$1,218
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
14
shares
|
$1,137
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
13
shares
|
$1,056
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
12
shares
|
$975
0.0% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
12
shares
|
$975
0.0% of portfolio
|
Q2 2024
Added 33.33%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
12
shares
|
$975
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
11
shares
|
$893
0.0% of portfolio
|
Q2 2025
Reduced 90.83%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
8
shares
|
$650
0.0% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
8
shares
|
$650
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
7
shares
|
$568
0.0% of portfolio
|
Q1 2024
Reduced 93.46%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
7
shares
|
$568
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
7
shares
|
$568
0.0% of portfolio
|
Q2 2025
New holding
|