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Worthington Enterprises Inc (WOR)

CUSIP: 981811102 | NYSE | Industrials · Metal Fabrication | Mid Cap | 1051 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/AJohn P. McConnell17,330,87235.1%New 5%+ stakeApr 9, 2026No 13F filer matched
13D/AJohn P. McConnell17,330,872
35.1% of class · Apr 9, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,616,588
0.0% of portfolio›$96.3M
Fort Washington Investment Advisors Inc537,773
0.2% of portfolio›$32.0M
Bank of New York Mellon Corp345,841
0.0% of portfolio›$20.6M
Allspring Global Investments Holdings, LLC183,341
0.0% of portfolio›$10.8M
ProShare Advisors LLC183,288
0.0% of portfolio›$10.9M
Thrivent Financial for Lutherans177,712
0.0% of portfolio›$10.6K
Principal Financial Group Inc150,346
0.0% of portfolio›$9.0M
Vontobel Holding Ltd.83,883
0.0% of portfolio›$5.0M
Midwest Trust Co72,107
0.0% of portfolio›$4.3M
Wedge Capital Management L L P65,511
0.1% of portfolio›$3.9M
Fifth Third Bancorp37,340
0.0% of portfolio›$2.2M
Creative Planning36,962
0.0% of portfolio›$2.2M
Lido Advisors, LLC34,883
0.0% of portfolio›$2.1M
Cardinal Capital Management33,851
0.2% of portfolio›$2.0M
Gerber, LLC32,108
0.9% of portfolio›$1.9M
G2 Capital Management, LLC / OH31,237
0.4% of portfolio›$1.9M
New York State Teachers Retirement System30,391
0.0% of portfolio›$1.8K
State of New Jersey Common Pension Fund D20,800
0.0% of portfolio›$1.2M
Verity Asset Management, Inc.18,976
0.4% of portfolio›$1.1M
Fifth Third Wealth Advisors LLC16,811
0.0% of portfolio›$1.0M
Jackson Creek Investment Advisors LLC16,410
0.0% of portfolio›$977
Illinois Municipal Retirement Fund15,266
0.0% of portfolio›$908.9K
Summit Global Investments14,715
0.0% of portfolio›$876
PDS Planning, Inc14,237
0.0% of portfolio›$847.7K
Park Capital Management, LLC / WI13,599
0.4% of portfolio›$809.7K
Nisa Investment Advisors, LLC13,320
0.0% of portfolio›$793.1K
Louisiana State Employees Retirement System13,300
0.0% of portfolio›$791.9K
HUB Investment Partners, LLC12,954
0.0% of portfolio›$771.3K
Harbor Capital Advisors, Inc.10,885
0.0% of portfolio›$648
Summit Financial Strategies, Inc.10,468
0.0% of portfolio›$623.2K
Old National Bancorp10,400
0.0% of portfolio›$619.2K
Covestor Ltd10,315
0.0% of portfolio›$614
Park National Corp10,210
0.0% of portfolio›$607.9K
Keybank National Association9,661
0.0% of portfolio›$575.2K
Citigroup Inc9,403
0.0% of portfolio›$559.9K
Symmetry Partners, LLC9,297
0.0% of portfolio›$553.5K
Arizona State Retirement System9,016
0.0% of portfolio›$536.8K
Daymark Wealth Partners, LLC8,469
0.0% of portfolio›$504.2K
Amalgamated Bank8,118
0.0% of portfolio›$483
Yousif Capital Management, LLC8,026
0.0% of portfolio›$477.9K
Ethic Inc.7,849
0.0% of portfolio›$467.3K
Anchyra Partners LLC7,735
0.1% of portfolio›$460.5K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS7,378
0.0% of portfolio›$439.3K
Able Wealth Management LLC7,354
0.1% of portfolio›$449.6K
State of Alaska, Department of Revenue7,231
0.0% of portfolio›$430
Oregon Public Employees Retirement Fund7,001
0.0% of portfolio›$416.8K
Maryland State Retirement & Pension System6,936
0.0% of portfolio›$413.0K
Beacon Financial Advisory LLC6,839
0.1% of portfolio›$407.2K
SAX Wealth Advisors, LLC6,704
0.0% of portfolio›$399.2K
OpenArc Corporate Advisory, LLC6,658
0.0% of portfolio›$396.4K
Y-Intercept (Hong Kong) Ltd6,224
0.0% of portfolio›$370.6K
Cyndeo Wealth Partners, LLC5,962
0.0% of portfolio›$355.0K
Axxcess Wealth Management, LLC5,757
0.0% of portfolio›$342.8K
Pictet Asset Management Holding SA4,996
0.0% of portfolio›$297.5K
Parallel Advisors, LLC4,729
0.0% of portfolio›$281.6K
Prospera Financial Services Inc4,686
0.0% of portfolio›$294.1K
Occidental Asset Management, LLC4,560
0.0% of portfolio›$271.5K
Apollon Wealth Management, LLC4,509
0.0% of portfolio›$268.5K
Farther Finance Advisors, LLC4,482
0.0% of portfolio›$266.9K
Venture Visionary Partners LLC4,247
0.0% of portfolio›$252.9K
Hennion & Walsh Asset Management, Inc.4,230
0.0% of portfolio›$251.9K
VestGen Advisors, LLC4,099
0.0% of portfolio›$244.1K
Rinkey Investments3,994
0.1% of portfolio›$237.8K
Shuttleworth & Co3,990
0.2% of portfolio›$237.6K
Commonwealth Financial Services, LLC3,855
0.0% of portfolio›$229.5K
Schwartz Investment Counsel Inc3,790
0.0% of portfolio›$225.7K
Central Pacific Bank - Trust Division3,632
0.0% of portfolio›$216.2K
Summit Securities Group LLC3,621
0.0% of portfolio›$215.6K
Mutual of America Capital Management LLC3,573
0.0% of portfolio›$212.7K
Eastern Bank2,922
0.0% of portfolio›$174.0K
True Wealth Design, LLC2,531
0.0% of portfolio›$150.7K
Gamma Investing LLC2,229
0.0% of portfolio›$132.7K
Caldwell Trust Co1,754
0.0% of portfolio›$104.4K
Simplex Trading, LLC1,734
0.0% of portfolio›$103.2K
Fortitude Family Office, LLC1,524
0.0% of portfolio›$90.7K
KBC Group NV1,262
0.0% of portfolio›$75
Key FInancial Inc1,002
0.0% of portfolio›$59.7K
Clean Yield Group950
0.0% of portfolio›$56.6K
Sterling Capital Management LLC773
0.0% of portfolio›$46.0K
Pinnacle Wealth Planning Services, Inc.739
0.0% of portfolio›$44.0K
EverSource Wealth Advisors, LLC702
0.0% of portfolio›$41.8K
GGM Financial LLC686
0.0% of portfolio›$40.9K
Signaturefd, LLC596
0.0% of portfolio›$35.5K
Cassaday & Co Wealth Management LLC489
0.0% of portfolio›$29.1K
Capital Advisors, Ltd. LLC403
0.0% of portfolio›$24
Rossby Financial, LCC400
0.0% of portfolio›$23.8K
First Horizon Corp377
0.0% of portfolio›$22.4K
Wilmington Savings Fund Society, FSB360
0.0% of portfolio›$21.4K
Salomon & Ludwin, LLC334
0.0% of portfolio›$19.9K
Versant Capital Management, Inc279
0.0% of portfolio›$16.6K
US Bancorp \de\241
0.0% of portfolio›$14.3K
Root Financial Partners, LLC216
0.0% of portfolio›$12.9K
CoreCap Advisors, LLC189
0.0% of portfolio›$11.3K
Larson Financial Group LLC166
0.0% of portfolio›$9.9K
SJS Investment Consulting Inc.165
0.0% of portfolio›$9.8K
Torren Management, LLC136
0.0% of portfolio›$8.1K
Breakwater Investment Management108
0.0% of portfolio›$6.4K
Bare Financial Services, Inc105
0.0% of portfolio›$6.3K
MassMutual Private Wealth & Trust, FSB100
0.0% of portfolio›$6.0K
Bokf, NA100
0.0% of portfolio›$6.0K
Strengthening Families & Communities, LLC96
0.0% of portfolio›$5.7K
JFS Wealth Advisors, LLC56
0.0% of portfolio›$3.3K
Mather Group, Llc.51
0.0% of portfolio›$3.0K
Parkside Financial Bank & Trust47
0.0% of portfolio›$2.8K
High Note Wealth, LLC40
0.0% of portfolio›$2.4K
Physician Wealth Advisors, Inc.36
0.0% of portfolio›$2.1K
Farmers & Merchants Investments Inc26
0.0% of portfolio›$1.5K
Ascentis Wealth Management, LLC23
0.0% of portfolio›$1.4K
Creative Capital Management Investments LLC19
0.0% of portfolio›$1.1K
UMB Private Wealth Management, LLC18
0.0% of portfolio›$1.1K
Clark Wealth Partners15
0.0% of portfolio›$894
Valued Wealth Advisors LLC13
0.0% of portfolio›$775
Bay Harbor Wealth Management, LLC13
0.0% of portfolio›$774
DiNuzzo Private Wealth, Inc.8
0.0% of portfolio›$477
Valley National Advisers Inc7
0.0% of portfolio›$417
Caitong International Asset Management Co., Ltd5
0.0% of portfolio›$298
Financial Consulate, Inc4
0.0% of portfolio›$239
Assetmark, Inc3
0.0% of portfolio›$179
Gilpin Wealth Management, LLC3
0.0% of portfolio›$179
Davis Capital Management2
0.0% of portfolio›$119
IFP Advisors, Inc2
0.0% of portfolio›$119
Hughes Financial Services, LLC2
0.0% of portfolio›$128
DecisionPoint Financial, LLC1
0.0% of portfolio›$60
SBI Securities Co., Ltd.1
0.0% of portfolio›$60
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,616,588$96.3M0.0%IndexLowAustin, TX2026-11-04
Fort Washington Investment Advisors Inc
537,773$32.0M0.2%CoreLowCincinnati, OH2026-10-15
Bank of New York Mellon Corp
345,841$20.6M0.0%CoreLowNew York, NY2026-11-05
Allspring Global Investments Holdings, LLC
183,341$10.8M0.0%CoreMediumCharlotte, NC2026-11-04
ProShare Advisors LLC
183,288$10.9M0.0%GrowthLowBethesda, MD2026-10-29
Thrivent Financial for Lutherans
177,712$10.6K0.0%GARPMediumMinneapolis, MN2026-11-05
Principal Financial Group Inc
150,346$9.0M0.0%CoreLowDes Moines, IA2026-11-02
Vontobel Holding Ltd.
83,883$5.0M0.0%CoreMediumZurich, Switzerland2026-10-16
Midwest Trust Co
72,107$4.3M0.0%CoreLowOverland Park, KS2026-10-22
Wedge Capital Management L L P
65,511$3.9M0.1%ValueMediumCharlotte, NC2026-10-13
Fifth Third Bancorp
37,340$2.2M0.0%IndexVery LowCincinnati, OH2026-11-05
Creative Planning
36,962$2.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Lido Advisors, LLC
34,883$2.1M0.0%GrowthLowLos Angeles, CA2026-11-04
Cardinal Capital Management
33,851$2.0M0.2%ValueVery LowRaleigh, NC2026-10-21
Gerber, LLC
32,108$1.9M0.9%ETFLowColumbus, OH2026-10-21
G2 Capital Management, LLC / OH
31,237$1.9M0.4%ETFVery LowColumbus, OH2026-10-23
New York State Teachers Retirement System
30,391$1.8K0.0%CoreVery LowAlbany, NY2026-10-22
State of New Jersey Common Pension Fund D
20,800$1.2M0.0%CoreLowTrenton, NJ2026-11-05
Verity Asset Management, Inc.
18,976$1.1M0.4%CoreMediumDurham, NC2026-10-30
Fifth Third Wealth Advisors LLC
16,811$1.0M0.0%IndexVery LowCincinnati, OH2026-10-22
Jackson Creek Investment Advisors LLC
16,410$9770.0%ValueVery HighCastle Rock, CO2026-11-04
Illinois Municipal Retirement Fund
15,266$908.9K0.0%CoreMediumOak Brook, IL2026-11-05
Summit Global Investments
14,715$8760.0%CoreMediumBountiful, UT2026-10-28
PDS Planning, Inc
14,237$847.7K0.0%IndexVery LowDublin, OH2026-11-03
Park Capital Management, LLC / WI
13,599$809.7K0.4%GrowthHighMadison, WI2026-10-13
Nisa Investment Advisors, LLC
13,320$793.1K0.0%IndexVery LowSt. Louis, MO2026-10-20
Louisiana State Employees Retirement System
13,300$791.9K0.0%IndexLowBaton Rouge, LA2026-10-20
HUB Investment Partners, LLC
12,954$771.3K0.0%GrowthLowAustin, TX2026-11-03
Harbor Capital Advisors, Inc.
10,885$6480.0%ValueHighChicago, IL2026-10-22
Summit Financial Strategies, Inc.
10,468$623.2K0.0%ETFLowColumbus, OH2026-10-14
Old National Bancorp
10,400$619.2K0.0%CoreLowEvansville, IN2026-10-20
Covestor Ltd
10,315$6140.0%ValueHighLondon, United Kingdom2026-10-30
Park National Corp
10,210$607.9K0.0%CoreLowNewark, OH2026-10-05
Keybank National Association
9,661$575.2K0.0%CoreLowBrooklyn, OH2026-11-04
Citigroup Inc
9,403$559.9K0.0%CoreMediumNew York, NY2026-11-04
Symmetry Partners, LLC
9,297$553.5K0.0%ETFLowGlastonbury, CT2026-10-27
Arizona State Retirement System
9,016$536.8K0.0%IndexVery LowPhoenix, AZ2026-11-03
Daymark Wealth Partners, LLC
8,469$504.2K0.0%CoreLowCincinnati, OH2026-11-04
Amalgamated Bank
8,118$4830.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
8,026$477.9K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Ethic Inc.
7,849$467.3K0.0%CoreLowNew York, NY2026-11-03
Anchyra Partners LLC
7,735$460.5K0.1%CoreLowAtlanta, GA2026-10-13
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
7,378$439.3K0.0%CoreLowHarrisburg, PA2026-11-03
Able Wealth Management LLC
7,354$449.6K0.1%ETFMediumToms River, NJ2026-10-13
State of Alaska, Department of Revenue
7,231$4300.0%CoreVery LowJuneau, AK2026-10-15
Oregon Public Employees Retirement Fund
7,001$416.8K0.0%IndexVery LowTigard, OR2026-10-30
Maryland State Retirement & Pension System
6,936$413.0K0.0%IndexVery LowBaltimore, MD2026-11-05
Beacon Financial Advisory LLC
6,839$407.2K0.1%ETFLowCleveland, OH2026-10-16
SAX Wealth Advisors, LLC
6,704$399.2K0.0%ETFVery LowParsippany, NJ2026-10-13
OpenArc Corporate Advisory, LLC
6,658$396.4K0.0%GrowthLowAtlanta, GA2026-10-21
Y-Intercept (Hong Kong) Ltd
6,224$370.6K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Cyndeo Wealth Partners, LLC
5,962$355.0K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Axxcess Wealth Management, LLC
5,757$342.8K0.0%CoreLowCarlsbad, CA2026-10-21
Pictet Asset Management Holding SA
4,996$297.5K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Parallel Advisors, LLC
4,729$281.6K0.0%IndexLowSan Francisco, CA2026-11-03
Prospera Financial Services Inc
4,686$294.1K0.0%CoreMediumDallas, TX2026-11-04
Occidental Asset Management, LLC
4,560$271.5K0.0%GrowthLowBurlingame, CA2026-11-05
Apollon Wealth Management, LLC
4,509$268.5K0.0%GrowthLowMount Pleasant, SC2026-10-23
Farther Finance Advisors, LLC
4,482$266.9K0.0%IndexLowSan Francisco, CA2026-10-08
Venture Visionary Partners LLC
4,247$252.9K0.0%CoreLowSylvania, OH2026-10-07
Hennion & Walsh Asset Management, Inc.
4,230$251.9K0.0%ValueMediumParsippany, NJ2026-10-13
VestGen Advisors, LLC
4,099$244.1K0.0%GrowthMediumChicago, IL2026-10-27
Rinkey Investments
3,994$237.8K0.1%ETFLowSan Diego, CA2026-10-28
Shuttleworth & Co
3,990$237.6K0.2%GrowthLowPowell, OH2026-10-30
Commonwealth Financial Services, LLC
3,855$229.5K0.0%ETFMediumVienna, WV2026-10-20
Schwartz Investment Counsel Inc
3,790$225.7K0.0%GrowthMediumPlymouth, MI2026-10-26
Central Pacific Bank - Trust Division
3,632$216.2K0.0%CoreMediumHonolulu, HI2026-10-06
Summit Securities Group LLC
3,621$215.6K0.0%CoreVery HighNew York, NY2026-11-05
Mutual of America Capital Management LLC
3,573$212.7K0.0%IndexLowNew York, NY2026-10-23
Eastern Bank
2,922$174.0K0.0%GrowthMediumBoston, MA2026-10-05
True Wealth Design, LLC
2,531$150.7K0.0%ETFMediumAkron, OH2026-10-13
Gamma Investing LLC
2,229$132.7K0.0%IndexVery LowFoster City, CA2026-10-08
Caldwell Trust Co
1,754$104.4K0.0%GrowthLowVenice, FL2026-10-30
Simplex Trading, LLC
1,734$103.2K0.0%CoreVery HighChicago, IL2026-11-04
Fortitude Family Office, LLC
1,524$90.7K0.0%ETFMediumScottsdale, AZ2026-10-14
KBC Group NV
1,262$750.0%CoreMediumBrussels, Czech Republic2026-10-22
Key FInancial Inc
1,002$59.7K0.0%ETFLowWest Chester, PA2026-11-02
Clean Yield Group
950$56.6K0.0%CoreLowNorwich, VT2026-10-28
Sterling Capital Management LLC
773$46.0K0.0%GARPMediumCharlotte, NC2026-10-22
Pinnacle Wealth Planning Services, Inc.
739$44.0K0.0%GARPLowMansfield, OH2026-10-27
EverSource Wealth Advisors, LLC
702$41.8K0.0%CoreMediumBirmingham, AL2026-11-04
GGM Financial LLC
686$40.9K0.0%ETFMediumColumbus, OH2026-11-05
Signaturefd, LLC
596$35.5K0.0%IndexLowAtlanta, GA2026-10-23
Cassaday & Co Wealth Management LLC
489$29.1K0.0%ETFVery LowMclean, VA2026-10-27
Capital Advisors, Ltd. LLC
403$240.0%ETFLowShaker Heights, OH2026-10-27
Rossby Financial, LCC
400$23.8K0.0%ETFMediumMelbourne, FL2026-11-05
First Horizon Corp
377$22.4K0.0%CoreLowMemphis, TN2026-10-26
Wilmington Savings Fund Society, FSB
360$21.4K0.0%CoreLowWilmington, DE2026-10-23
Salomon & Ludwin, LLC
334$19.9K0.0%ETFVery LowRichmond, VA2026-10-29
Versant Capital Management, Inc
279$16.6K0.0%GARPLowPhoenix, AZ2026-10-02
US Bancorp \de\
241$14.3K0.0%IndexLowMinneapolis, MN2026-11-05
Root Financial Partners, LLC
216$12.9K0.0%ETFMediumEncinitas, CA2026-10-21
CoreCap Advisors, LLC
189$11.3K0.0%ETFMediumSouthfield, MI2026-10-08
Larson Financial Group LLC
166$9.9K0.0%GrowthLowSt Louis, MO2026-11-05
SJS Investment Consulting Inc.
165$9.8K0.0%ETFVery LowSylvania, OH2026-10-26
Torren Management, LLC
136$8.1K0.0%ETFMediumSan Diego, CA2026-10-29
Breakwater Investment Management
108$6.4K0.0%ETFLowSeattle, WA2026-10-20
Bare Financial Services, Inc
105$6.3K0.0%ETFVery LowGap, PA2026-11-04
MassMutual Private Wealth & Trust, FSB
100$6.0K0.0%CoreLowSpringfield, MA2026-10-05
Bokf, NA
100$6.0K0.0%CoreLowTulsa, OK2026-10-27
Strengthening Families & Communities, LLC
96$5.7K0.0%CoreMediumBoston, MA2026-10-21
JFS Wealth Advisors, LLC
56$3.3K0.0%ETFVery LowHermitage, PA2026-11-03
Mather Group, Llc.
51$3.0K0.0%ETFMediumChicago, IL2026-10-14
Parkside Financial Bank & Trust
47$2.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
High Note Wealth, LLC
40$2.4K0.0%ETFVery LowDeephaven, MN2026-10-27
Physician Wealth Advisors, Inc.
36$2.1K0.0%ETFMediumMidvale, UT2026-10-20
Farmers & Merchants Investments Inc
26$1.5K0.0%CoreVery LowLincoln, NE2026-10-22
Ascentis Wealth Management, LLC
23$1.4K0.0%Agg GrowthLowDallas, TX2026-11-03
Creative Capital Management Investments LLC
19$1.1K0.0%ETFLowSan Diego, CA2026-10-28
UMB Private Wealth Management, LLC
18$1.1K0.0%GrowthN/AKansas City, MO2026-10-19
Clark Wealth Partners
15$8940.0%ETFVery LowO'Fallon, IL2026-10-19
Valued Wealth Advisors LLC
13$7750.0%IndexVery LowHolladay, UT2026-11-05
Bay Harbor Wealth Management, LLC
13$7740.0%ETFMediumHunt Valley, MD2026-11-03
DiNuzzo Private Wealth, Inc.
8$4770.0%ETFLowBeaver, PA2026-10-16
Valley National Advisers Inc
7$4170.0%ETFLowBethlehem, PA2026-10-23
Caitong International Asset Management Co., Ltd
5$2980.0%GrowthVery HighHong Kong, South Korea2026-10-29
Financial Consulate, Inc
4$2390.0%ETFLowHunt Valley, MD2026-10-23
Assetmark, Inc
3$1790.0%ETFLowConcord, CA2026-10-21
Gilpin Wealth Management, LLC
3$1790.0%GrowthLowDenver, CO2026-10-09
Davis Capital Management
2$1190.0%CoreLowJacksonville, FL2026-10-08
IFP Advisors, Inc
2$1190.0%GrowthLowTampa, FL2026-10-16
Hughes Financial Services, LLC
2$1280.0%ETFLowHerndon, VA2026-10-30
DecisionPoint Financial, LLC
1$600.0%ETFVery LowMesa, AZ2026-10-27
SBI Securities Co., Ltd.
1$600.0%Agg GrowthLowTokyo, Mexico2026-10-22