Whirlpool Corporation (WHR) Ownership

95.86 ↑0.30 (0.31%)

As of May 6, 2024, 2:28pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Whirlpool Corporation (WHR), owning a total of 6.5 million shares. Combined, the top 28 institutional holders of WHR own 75.02% of the company with a total of 41.2 million shares.

In the latest ownership report on December 31st 2023, the top 28 institutional holders increased their combined ownership of WHR by 1 million shares. 13 institutions bought 2,807,091 total additional shares and increased their ownership by an average of 110.95%. However 8 institutions sold 1,846,804 total shares and decreased their ownership by an average of 8.79%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Whirlpool Corporation increased by a net total of 960,287 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.890%	0.045%	6,539,360	2,946	2023-12-31
BlackRock Inc	9.049%	-16.654%	4,977,093	-994,520	2023-12-31
PRIMECAP Management Company	8.600%	0.566%	4,729,936	26,630	2023-12-31
State Street Corporation	4.668%	-6.154%	2,567,389	-168,364	2023-12-31
Amvescap Plc.	4.118%	15.883%	2,264,750	310,406	2023-12-31
Boston Partners Global Investors, Inc	3.839%	-14.615%	2,111,621	-361,426	2023-12-31
LSV Asset Management	3.063%	-3.508%	1,684,559	-61,235	2023-12-31
Charles Schwab Investment Management Inc	2.592%	1.051%	1,425,552	14,826	2023-12-31
Geode Capital Management, LLC	2.227%	0.648%	1,225,060	7,887	2023-12-31
Newport Trust Co.	2.126%	9.756%	1,169,039	103,909	2023-12-31
Lyrical Asset Management LP	1.877%	-2.147%	1,032,190	-22,649	2023-12-31
Morgan Stanley - Brokerage Accounts	1.851%	9.478%	1,018,122	88,147	2023-12-31
Marshall Wace Asset Management Ltd	1.651%	375.413%	908,206	717,171	2023-12-31
Goldman Sachs Group Inc	1.535%	72.890%	844,250	355,935	2023-12-31
Squarepoint Ops LLC	1.476%	287.836%	812,004	602,636	2023-12-31
Cooke & Bieler LP	1.420%	11.290%	780,840	79,212	2023-12-31
Dimensional Fund Advisors, Inc.	1.401%	-21.463%	770,586	-210,593	2023-12-31
Royal Bank of Canada	1.074%	7.614%	590,820	41,800	2023-12-31
FMR Inc	1.068%	-1.330%	587,327	-7,919	2023-12-31
Millennium Management LLC	0.956%	649.862%	525,691	455,586	2023-12-31
Stifel Financial Corp	0.795%	-4.424%	434,205	-20,098	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.890%	0.045%	6,539,360	2,946	2023-12-31
BlackRock Inc	9.049%	-16.654%	4,977,093	-994,520	2023-12-31
PRIMECAP Management Company	8.600%	0.566%	4,729,936	26,630	2023-12-31
State Street Corporation	4.668%	-6.154%	2,567,389	-168,364	2023-12-31
Amvescap Plc.	4.118%	15.883%	2,264,750	310,406	2023-12-31
Boston Partners Global Investors, Inc	3.839%	-14.615%	2,111,621	-361,426	2023-12-31
LSV Asset Management	3.063%	-3.508%	1,684,559	-61,235	2023-12-31
Greenhaven Associates Inc	2.882%	-24.947%	1,585,070	-526,860	2023-09-30
Charles Schwab Investment Management Inc	2.592%	1.051%	1,425,552	14,826	2023-12-31
Geode Capital Management, LLC	2.227%	0.648%	1,225,060	7,887	2023-12-31
Newport Trust Co.	2.126%	9.756%	1,169,039	103,909	2023-12-31
Lyrical Asset Management LP	1.877%	-2.147%	1,032,190	-22,649	2023-12-31
Morgan Stanley - Brokerage Accounts	1.851%	9.478%	1,018,122	88,147	2023-12-31
Marshall Wace Asset Management Ltd	1.651%	375.413%	908,206	717,171	2023-12-31
Goldman Sachs Group Inc	1.535%	72.890%	844,250	355,935	2023-12-31
Squarepoint Ops LLC	1.476%	287.836%	812,004	602,636	2023-12-31
Cooke & Bieler LP	1.420%	11.290%	780,840	79,212	2023-12-31
Dimensional Fund Advisors, Inc.	1.401%	-21.463%	770,586	-210,593	2023-12-31
Royal Bank of Canada	1.074%	7.614%	590,820	41,800	2023-12-31
FMR Inc	1.068%	-1.330%	587,327	-7,919	2023-12-31
Northern Trust Corp	1.049%	5.951%	573,284	32,199	2023-09-30
Millennium Management LLC	0.956%	649.862%	525,691	455,586	2023-12-31
Bank of America Corp	0.822%	1.189%	447,864	5,262	2022-09-30
Stifel Financial Corp	0.795%	-4.424%	434,205	-20,098	2023-12-31
Nuveen Asset Management, LLC	0.772%	-0.766%	422,867	-3,266	2022-12-31
Deutsche Bank AG	0.746%	96.299%	409,184	200,735	2023-06-30
Legal & General Group PLC	0.737%	-2.845%	403,966	-11,829	2023-06-30
Bank of New York Mellon Corp	0.737%	1.876%	403,951	7,437	2023-06-30

Mutual Fund Ownership

Vanguard PRIMECAP Inv is the biggest individual fund holder of Whirlpool Corporation (WHR), owning a total of 3.1 million shares. Combined, the top 41 mutual fund holders of WHR own 56.01% of the company with a total of 30.5 million shares.

In the latest ownership report on March 31st 2024, the top 41 fund holders increased their combined ownership of WHR by 1.8 million shares. 6 funds bought 1,806,659 total additional shares and increased their ownership by an average of 0.40%. However 2 funds sold 48,392 total shares and decreased their ownership by an average of 2.15%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Whirlpool Corporation increased by a net total of 1,758,267 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Small Cap Index	2.559%	-1.515%	1,393,779	-21,440	2024-03-31
Vanguard Small Cap Value Index Inv	1.722%	-2.793%	937,914	-26,952	2024-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.508%	0.000%	821,367	821,367	2024-03-31
Lyrical U.S. Value Equity - CS	0.916%	0.866%	498,690	4,282	2024-03-31
SPDR® S&P MIDCAP 400 ETF Trust	0.826%	0.000%	449,677	449,677	2024-03-31
State St S&P Midcap® Indx SL Cl II	0.490%	0.000%	266,600	266,600	2024-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.479%	0.000%	260,795	260,795	2024-03-31
Lyrical U.S. Value Equity – EQ	0.474%	1.550%	257,947	3,938	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard PRIMECAP Inv	5.603%	1.446%	3,051,332	43,500	2023-12-31
Vanguard Total Stock Mkt Idx Inv	3.153%	-0.184%	1,717,159	-3,168	2024-02-29
iShares Core S&P Mid-Cap ETF	3.144%	0.000%	1,712,322	0	2024-03-28
Vanguard Instl Ttl Stck Mkt Idx Tr	3.071%	1.632%	1,684,316	27,040	2023-03-31
Vanguard Small Cap Index	2.559%	-1.515%	1,393,779	-21,440	2024-03-31
Vanguard Institutional 500 Index Trust	2.517%	1.091%	1,370,662	14,787	2024-02-29
Vanguard 500 Index Investor	2.404%	0.491%	1,317,652	6,435	2023-08-31
Schwab US Dividend Equity ETF™	2.293%	0.390%	1,248,634	4,851	2024-03-29
iShares Select Dividend ETF	2.234%	0.414%	1,216,702	5,010	2024-03-28
CPR USA ESG P	2.034%	0.000%	1,118,415	1,118,415	2022-09-30
Vanguard Small Cap Value Index Inv	1.722%	-2.793%	937,914	-26,952	2024-03-31
Invesco S&P 500® Equal Weight ETF	1.535%	0.591%	835,823	4,914	2024-02-29
Vanguard Institutional Extnd Mkt Idx Tr	1.508%	0.000%	821,367	821,367	2024-03-31
SPDR® Portfolio S&P 500 High Div ETF	1.380%	0.000%	751,643	0	2024-02-29
Vanguard PRIMECAP Core Inv	1.302%	1.692%	709,274	11,800	2023-12-31
JHancock Disciplined Value Mid Cap I	1.255%	-24.351%	683,592	-220,040	2024-01-31
Fidelity 500 Index	1.208%	1.016%	657,874	6,617	2024-02-29
SPDR® S&P 500 ETF Trust	1.174%	0.644%	639,147	4,092	2024-02-29
Fidelity® 500 Index	1.165%	0.641%	638,786	4,067	2023-11-30
Vanguard Mid Cap Index Institutional	1.166%	0.106%	635,372	672	2023-02-28
iShares Core S&P 500 ETF	1.048%	0.307%	570,704	1,749	2024-02-29
PRIMECAP Odyssey Stock	0.923%	0.000%	502,839	0	2023-12-31
Lyrical U.S. Value Equity - CS	0.916%	0.866%	498,690	4,282	2024-03-31
Vanguard Mid-Cap Value ETF	0.898%	0.998%	489,024	4,834	2022-11-30
Vanguard Value Index Inv	0.860%	-2.836%	468,461	-13,671	2022-11-30
SPDR® S&P MIDCAP 400 ETF Trust	0.826%	0.000%	449,677	449,677	2024-03-31
Vanguard Equity-Income Inv	0.718%	26.528%	391,336	82,047	2022-10-31
Invesco S&P 500® High Div Low Vol ETF	0.699%	-0.189%	384,527	-728	2024-01-31
Vanguard Institutional Index I	0.662%	-0.581%	360,730	-2,107	2024-02-29
Consumer Discret Sel Sect SPDR® ETF	0.599%	0.802%	325,976	2,592	2024-02-29
iShares S&P Mid-Cap 400 Value ETF	0.593%	0.286%	322,671	920	2024-03-28
JHancock Disciplined Value I	0.536%	-29.041%	292,889	-119,871	2023-12-31
DFA US Large Cap Value I	0.532%	-0.015%	289,583	-43	2024-01-31
CREF Stock R1	0.516%	0.000%	280,976	0	2024-02-29
State St S&P Midcap® Indx SL Cl II	0.490%	0.000%	266,600	266,600	2024-03-31
State St S&P 500® Indx SL Cl III	0.488%	0.416%	265,514	1,100	2024-02-29
State St Russell Sm/Mid Cp® Indx NL Cl C	0.479%	0.000%	260,795	260,795	2024-03-31
Lyrical U.S. Value Equity – EQ	0.474%	1.550%	257,947	3,938	2024-03-31
Sparinvest Value Aktier KL A	0.472%	9.033%	256,948	21,287	2024-02-29
Vanguard High Dividend Yield ETF	0.436%	-0.213%	237,646	-506	2024-02-29
Fidelity Equity Dividend Income	0.428%	0.000%	232,800	0	2024-02-29