Fund shareholders of Worthington Enterprises Inc
ISIN US9818111026 · United States · LEI 1WRCIANKYOIK6KYE5E82
- Fund shareholders
- 285
- Of which ETFs
- 73 212 other funds
- Value held
- 788.8M $ 4.3M SEK
- Share of capital
- 30.3 % of 48.9M shares on Jul 23, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 2,164 | 112.8K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 2,148 | 112K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Lazard US Systematic Small Cap Equity ETF Lazard Active ETF Trust | 2,130 | 111.1K $ | 0.19 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 2,100 | 109.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 2,099 | 109.4K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 2,086 | 116.8K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 2,052 | 107K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 2,008 | 104.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,985 | 103.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| GMO U.S. Equity Fund GMO TRUST | 1,982 | 111K $ | 0.05 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Clearwater Select Equity Fund Clearwater Investment Trust | 1,974 | 102.9K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 1,947 | 109.1K $ | 0.04 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 1,943 | 108.8K $ | 0.03 % | 0.00 % | as of Feb 28, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 1,931 | 104.8K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,860 | 100.9K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 1,854 | 103.8K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 1,814 | 94.6K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Amplify Samsung U.S. Natural Gas Infrastructure ETF Amplify ETF Trust | 1,802 | 94K $ | 1.66 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 1,772 | 92.4K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 1,610 | 87.4K $ | 0.05 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 1,585 | 82.6K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 1,575 | 82.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 1,565 | 81.6K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 1,394 | 72.7K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 1,365 | 76.5K $ | 0.05 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,348 | 75.5K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 1,343 | 72.9K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 1,232 | 64.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 1,229 | 64.1K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| S&P SmallCap Index Fund SHELTON FUNDS | 1,172 | 65.6K $ | 0.12 % | 0.00 % | as of Feb 28, 2026 ↗ |
| BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust | 1,124 | 61K $ | 0.08 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AQR Small Cap Multi-Style Fund AQR Funds | 1,117 | 58.2K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 1,108 | 62.1K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 979 | 51K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 963 | 50.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 940 | 49K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust | 932 | 48.6K $ | 0.20 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 840 | 43.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 784 | 40.9K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 768 | 40K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 754 | 39.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 750 | 42K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 744 | 38.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 702 | 36.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 682 | 37K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 636 | 34.5K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 620 | 33.6K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust | 578 | 30.1K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 483 | 26.2K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 455 | 23.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALLCAP VALUE ProFunds | 424 | 22.1K $ | 0.11 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 374 | 20.3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 354 | 19.2K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Ultra SmallCap600 ProShares Trust | 343 | 19.2K $ | 0.08 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds | 321 | 16.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 309 | 17.3K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| PROFUND VP SMALLCAP GROWTH ProFunds | 287 | 15K $ | 0.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| First Trust RBA Deglobalization ETF First Trust Exchange-Traded Fund VI | 286 | 14.9K $ | 0.67 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P SmallCap 600 ESG ETF SPDR SERIES TRUST | 241 | 12.6K $ | 0.18 % | 0.00 % | as of Mar 31, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 223 | 11.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 197 | 10.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds | 189 | 10.6K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 178 | 10K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 167 | 9.1K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 159 | 8.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 156 | 8.1K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP VALUE PROFUND ProFunds | 115 | 6.2K $ | 0.10 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 113 | 5.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 105 | 5.5K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 100 | 5.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 97 | 5.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust | 93 | 4.8K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 80 | 4.2K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP GROWTH PROFUND ProFunds | 78 | 4.2K $ | 0.09 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 72 | 3.8K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 57 | 3.1K $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 52 | 2.7K $ | 0.09 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 43 | 2.2K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 37 | 2.1K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 33 | 1.8K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 32 | 1.8K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 30 | 1.6K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 10 | 560.1 $ | 0.05 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 8 | 417.1 $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 7 | 392.1 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| VELA SMALL CAP FUND VELA Funds | 4.24 % | as of Mar 31, 2026 ↗ |
| VELA SMALL-MID CAP FUND VELA Funds | 3.75 % | as of Mar 31, 2026 ↗ |
| Small-Cap Value Series LORD ABBETT RESEARCH FUND INC | 1.71 % | as of Feb 28, 2026 ↗ |
| Amplify Samsung U.S. Natural Gas Infrastructure ETF Amplify ETF Trust | 1.66 % | as of Mar 31, 2026 ↗ |
| Touchstone Variable Series Trust-Touchstone Small Company Fund Touchstone Variable Series Trust | 1.22 % | as of Mar 31, 2026 ↗ |
| Touchstone Strategic Trust-Touchstone Small Company Fund Touchstone Strategic Trust | 1.21 % | as of Mar 31, 2026 ↗ |
| Columbia Small Cap Value and Inflection Fund COLUMBIA FUNDS SERIES TRUST | 1.16 % | as of Feb 28, 2026 ↗ |
| VY(R) Columbia Small Cap Value and Inflection Portfolio Voya Partners Inc | 1.14 % | as of Mar 31, 2026 ↗ |
| Virtus NFJ Small-Cap Value Fund Virtus Investment Trust | 0.97 % | as of Mar 31, 2026 ↗ |
| Keeley Small Cap Fund Teton Westwood Funds | 0.86 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 284 | -10 | 14,798,559 | +2.4 % |
| 2026Q1 | 294 | -1 | 14,453,481 | -1.5 % |
| 2025Q4 | 295 | +14 | 14,679,354 | -0.8 % |
| 2025Q3 | 281 | +21 | 14,793,630 | +1.5 % |
| 2025Q2 | 260 | +14 | 14,568,153 | -15.2 % |
| 2025Q1 | 246 | -5 | 17,178,208 | +14.4 % |
| 2024Q4 | 251 | -22 | 15,009,433 | -14.3 % |
| 2024Q3 | 273 | +3 | 17,517,755 | -0.6 % |
| 2024Q2 | 270 | +5 | 17,631,477 | +1.3 % |
| 2024Q1 | 265 | -46 | 17,406,075 | +27.0 % |
| 2023Q4 | 311 | 13,702,802 |
Institutional managers
270 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 5,131,777 | 267.6M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,585,876 | 82.7M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,200,626 | 62.6M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 792,735 | 41.3M $ | as of Mar 31, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 680,799 | 35.5M $ | as of Mar 31, 2026 |
| Capital International Investors | 678,793 | 35.4M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 666,726 | 34.8M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 480,515 | 25.1M $ | as of Mar 31, 2026 |
| Windsor Advisory Group, LLC | 459,633 | 24M $ | as of Mar 31, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 456,925 | 23.8M $ | as of Mar 31, 2026 |
| Fisher Asset Management, LLC | 433,588 | 22.6M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 427,904 | 22.3M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 399,376 | 20.8M $ | as of Mar 31, 2026 |
| PRUDENTIAL FINANCIAL INC | 389,378 | 20.3M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 344,965 | 18M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 338,254 | 17.6M $ | as of Mar 31, 2026 |
| Point72 Asset Management, L.P. | 318,904 | 16.6M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 284,530 | 14.8M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 264,087 | 13.8M $ | as of Mar 31, 2026 |
| LSV ASSET MANAGEMENT | 229,270 | 12K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 219,568 | 11.4M $ | as of Mar 31, 2026 |
| VELA Investment Management, LLC | 217,109 | 11.3M $ | as of Mar 31, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | 208,443 | 10.9M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 203,193 | 10.6M $ | as of Mar 31, 2026 |
| Vontobel Holding Ltd. | 202,900 | 10.6M $ | as of Mar 31, 2026 |
Declared shareholders of Worthington Enterprises Inc
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| John P. McConnell | 35.10 % | 17,330,872 | as of Apr 9, 2026 · SCHEDULE 13D |
Funds holding the debt of Worthington Enterprises Inc
4 funds declare 4 bond lines of this company. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.
| Fund | Bond lines | Value | |
|---|---|---|---|
| Victory Income Fund | 1 | 5.4M $ | as of Apr 30, 2026 |
| SA Federated Hermes Corporate Bond Portfolio | 1 | 3.5M $ | as of Apr 30, 2026 |
| Federated Hermes Corporate Bond Fund | 1 | 1.3M $ | as of Feb 28, 2026 |
| VELA INCOME OPPORTUNITIES FUND | 1 | 194.6K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Fund shareholders of Worthington Enterprises Inc". https://titelia.com/en/stocks/worthington-enterprises-inc-US9818111026