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WELD · 13F filings

WELD Institutional Ownership

Holdings as of Jun 30, 2026From SEC Form 13FUpdated

Who owns WELD and what the big funds did with it last quarter, from every SEC 13F filing. 49 funds reported holding WELD at Jun 30, 2026.

Fund sentiment
Bullish
Strongly bearishNeutralStrongly bullish
  • ▲30 buying vs 12 selling
  • ▲Shares held by funds +17.9%
  • ▲Funds holding +14
  • ▼Superinvestors: 0 added, 1 cut
  • ●Put/call not meaningful

What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.

Funds holding49+14 vs Q1 2026
Held by funds–of shares outstanding
Value held$109M1.7M shares
Put/call ratio–market makers left out

Funds holding and ownership

8 quarters
Q3 2024: 10 fundsQ3 '24Q4 2024: 19 fundsQ4 '24Q1 2025: 22 fundsQ1 '25Q2 2025: 27 fundsQ2 '25Q3 2025: 26 fundsQ3 '25Q4 2025: 24 fundsQ4 '25Q1 2026: 35 fundsQ1 '26Q2 2026: 49 fundsQ2 '26
Funds holding

Quarter over quarter

all 13F filers
Q2 2026This quarterQ1 2026Change
Funds holding4935+40.0%
In funds' top 1001−100.0%
13F shares1.7M1.5M+17.9%
Held by funds–––
New positions1715+13.3%
Increased139+44.4%
Reduced105+100.0%
Sold out24−50.0%
Calls (shares)00–
Puts (shares)00–
Put/call ratio–––

Buyers vs sellers

adding or new vs cutting or sold out
Q4 2024: 14 buyingQ4 2024: 4 sellingQ4 '24Q1 2025: 9 buyingQ1 2025: 10 sellingQ1 '25Q2 2025: 17 buyingQ2 2025: 8 sellingQ2 '25Q3 2025: 13 buyingQ3 2025: 9 sellingQ3 '25Q4 2025: 13 buyingQ4 2025: 8 sellingQ4 '25Q1 2026: 24 buyingQ1 2026: 9 sellingQ1 '26Q2 2026: 30 buyingQ2 2026: 12 sellingQ2 '26
Buying 30Selling 12latest quarter

Superinvestors in WELD

All superinvestors →

Who owns WELD

share of fund held shares
  • Index and passive funds0.0%
  • Active managers and hedge funds58.4%
  • Banks and brokers41.4%
  • Pensions, insurers and other0.2%

The top 10 holders own 81.5% of all WELD shares that funds reported. Groups are our own grouping of filers by name.

Filed so far for Q3 2026

32 funds changed their position

🔒 Free account: see all 20.

Top holders

Q2 2026
#FundOf companySharesValueChange
1Thrivent Financial for Lutherans–344K$21.6M−14K
2UBS Group AG–313K$19.7M+109K
3Cooper Capital Advisors LLC–166K$10.4M+3,304
4Morgan Stanley–147K$9.2M+134K
5LPL Financial LLC–127K$8M+45K
6Wealth Enhancement Advisory Services, LLC–97K$5.7M+13K
7Raymond James Financial Inc–77K$4.9M+66K
8Inspire Advisors, LLC–73K$4.6M−348
9Royal Bank of Canada–39K$2.4M+13K
10Client First Investment Management LLC–36K$2.3M+36K
🔒 15 more top holders. Create a free account or sign in to see them.

WELD institutional ownership FAQ

Who owns the most WELD stock?

In Q2 2026 13F filings the largest holder of WELD was Thrivent Financial for Lutherans, followed by UBS Group AG and Cooper Capital Advisors LLC. Index fund managers are usually the biggest holders of large companies.

What percentage of WELD is owned by institutions?

49 funds reported holding 1.7M WELD shares at Jun 30, 2026.

Are hedge funds buying WELD?

In Q2 2026, 30 funds bought WELD (17 of them new positions) and 12 sold (2 sold out completely). Among well known investors, 0 added and 1 cut. Our fund sentiment for WELD is bullish.

What is WELD's institutional put/call ratio?

Too few option positions were reported for a meaningful ratio.

How current is this WELD ownership data?

13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.