Stock Institutional Ownership and Shareholders

SecurityWBT / Welbilt, Inc. (563568104)
Institutional Owners2
Institutional Shares942,921
Institutional Value$ 14,672,000 USD

Welbilt, Inc. (NYSE:WBT) has 2 institutional investors and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 942,921 shares. Largest shareholders include Norges Bank, and Franklin, Parlapiano, Turner & Welch, LLC.



Welbilt, Inc. (NYSE:WBT) ownership summary shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds more than 5% of the company and intends to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.

File DateFormInvestor Opt Prev Shares Current Shares Change
(Percent)
Prev Value (x$1000) Current Value (x$1000) Change
(Percent)
2017-05-15 13F-HR Employees Retirement System of Texas 360,000 0 -100.00 6,959 0 -100.00
2017-05-15 13F-HR ICAHN CARL C 10,582,660 0 -100.00 204,563 0 -100.00
2017-05-18 13F-HR/A-1 GOLDMAN SACHS GROUP INC Call 13,700 0 -100.00 265 0
2017-07-20 13F-HR Sonora Investment Management, LLC 0 0 0 0
2017-05-31 13F-HR Sowell Financial Services LLC 8,264 0 -100.00 151 0 -100.00
2017-05-15 13F-HR HSBC HOLDINGS PLC 15,770 0 -100.00 305 0 -100.00
2017-05-15 13F-HR EATON VANCE MANAGEMENT 83,741 0 -100.00 1,619 0 -100.00
2017-05-15 13F-HR LPL Financial LLC 26,214 0 -100.00 512 0 -100.00
2017-05-18 13F-HR/A-1 GOLDMAN SACHS GROUP INC Put 12,700 0 -100.00 245 0
2017-05-15 13F-HR Horizon Kinetics LLC 56,725 0 -100.00 1,096 0 -100.00
2017-05-15 13F-HR D. E. Shaw & Co., Inc. 100,725 0 -100.00 1,947 0 -100.00
2017-05-25 13F-HR CCM INVESTMENT ADVISERS LLC 22,000 0 -100.00 425 0 -100.00
2017-05-15 13F-HR TWO SIGMA ADVISERS, LP 14,100 0 -100.00 273 0 -100.00
2017-11-02 13F-HR/A-1 Advisor Group, Inc. 10,904 0 -100.00 210 0 -100.00
2017-05-15 13F-HR METROPOLITAN LIFE INSURANCE CO/NY 5,836 0 -100.00 113 0 -100.00
2017-05-15 13F-HR Seven Bridges Advisors LLC 28,544 0 -100.00 552 0 -100.00
2017-05-15 13F-HR EARNEST PARTNERS LLC 37 0 -100.00 1 0 -100.00
2017-05-15 13F-HR RAYMOND JAMES & ASSOCIATES 44,967 0 -100.00 869 0
2017-05-15 13F-HR OAK RIDGE INVESTMENTS LLC 1,931,212 0 -100.00 37,330 0 -100.00
2017-05-15 13F-HR Commonwealth Equity Services, Inc 33,757 0 -100.00 653 0
2017-05-31 13F-HR Franklin, Parlapiano, Turner & Welch, LLC 16,887 326
2017-05-15 13F-HR Jefferies Group LLC 28,833 0 -100.00 557 0 -100.00
2017-05-15 13F-HR IHT Wealth Management, LLC 1,197 0 -100.00 23 0 -100.00
2017-05-15 13F-HR AHL Partners LLP 39,372 0 -100.00 761 0 -100.00
2017-05-15 13F-HR KENSICO CAPITAL MANAGEMENT CORP 13,693,200 0 -100.00 264,690 0 -100.00
2017-05-15 13F-HR HighVista Strategies LLC 315,522 0 -100.00 6,099 0 -100.00
2017-06-28 13F-HR/A-1 NOMURA ASSET MANAGEMENT CO LTD 600 0 -100.00 12 0 -100.00
2017-05-15 13F-HR PANAGORA ASSET MANAGEMENT INC 166,097 0 -100.00 3,211 0 -100.00
2017-05-26 13F-HR Jacobi Capital Management LLC 4,200 0 -100.00 82 0 -100.00
2017-05-15 13F-HR BOKF, NA 38,100 0 -100.00 736 0 -100.00
2017-08-14 13F-HR Redmond Asset Management, LLC 36,617 0 -100.00 708 0
2017-05-15 13F-HR Integral Derivatives, LLC 15,000 0 -100.00 290 0 -100.00
2017-05-15 13F-HR Invesco Ltd. 35,611 0 -100.00 688 0 -100.00
2017-05-15 13F-HR PDT Partners, LLC 110,013 0 -100.00 2,127 0 -100.00
2017-05-25 13F-HR PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 57,652 0 -100.00 1,086 0 -100.00
2017-05-15 13F-HR Gotham Asset Management, LLC 36,540 0 -100.00 706 0 -100.00
2017-05-25 13F-HR Proficio Capital Partners LLC 12 0 -100.00 0 0
2017-05-15 13F-HR BAMCO INC /NY/ 1,250,000 0 -100.00 24,162 0 -100.00
2017-05-15 13F-HR Voya Investment Management LLC 45,373 0 -100.00 877 0 -100.00
2017-11-01 13F-HR IRONWOOD INVESTMENT MANAGEMENT LLC 42,045 0 -100.00 793 0 -100.00
2017-05-15 13F-HR Select Equity Group, L.P. 1,396,209 0 -100.00 26,988,720 0 -100.00
2017-05-15 13F-HR BANK OF AMERICA CORP /DE/ 241,902 0 -100.00 4,677 0 -100.00
2017-05-15 13F-HR PRICE T ROWE ASSOCIATES INC /MD/ 5,486,667 0 -100.00 106,057 0 -100.00
2017-05-15 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP Call 42,100 0 -100.00 814 0
2017-05-15 13F-HR SCHWAB CHARLES INVESTMENT MANAGEMENT INC 318,617 0 -100.00 6,159 0 -100.00
2017-05-15 13F-HR Paloma Partners Management Co 10,000 0 -100.00 193 0 -100.00
2017-05-15 13F-HR CAPSTONE INVESTMENT ADVISORS, LLC 33,069 0 -100.00 639 0 -100.00
2017-05-15 13F-HR MILLENNIUM MANAGEMENT LLC 301,249 0 -100.00 5,823 0 -100.00
2017-05-15 13F-HR Squarepoint Ops LLC 21,500 0 -100.00 416 0 -100.00
2017-05-15 13F-HR SECOR Capital Advisors, LP 60,710 0 -100.00 1,174 0 -100.00
2017-05-15 13F-HR SII INVESTMENTS INC/WI 15,621 0 -100.00 302 0 -100.00
2017-05-15 13F-HR Pacad Investment Ltd. 10,699 0 -100.00 207 0 -100.00
2017-05-15 13F-HR LADENBURG THALMANN FINANCIAL SERVICES INC 8,355 0 -100.00 162 0 -100.00
2017-05-15 13F-HR GLG Partners LP 100,973 0 -100.00 1,952 0 -100.00
2017-11-14 13F-HR/A-1 UBS Group AG 7,973 0 -100.00 155 0 -100.00
2017-05-19 13F-HR Tower Research Capital LLC (TRC) 1,189 0 -100.00 23 0 -100.00
2017-11-13 13F-HR/A-1 NORGES BANK 914,642 926,034 1.25 16,116 14,346 -10.98
2017-05-15 13F-HR DEUTSCHE BANK AG\ 979,380 0 -100.00 18,930 0 -100.00
2017-05-15 13F-HR ROYAL BANK OF CANADA 579,835 0 -100.00 11,208 0
2017-05-18 13F-HR/A-1 GOLDMAN SACHS GROUP INC 1,288,886 0 -100.00 24,914 0
2017-05-15 13F-HR MANUFACTURERS LIFE INSURANCE COMPANY, THE 887,354 0 -100.00 17,152 0
2017-05-15 13F-HR BARCLAYS PLC Call 17,900 0 -100.00 346 0
2017-08-14 13F-HR GLENMEDE TRUST CO NA 303 0 -100.00 5 0
2017-08-10 13F-HR Omnia Family Wealth, LLC 0 0 0 0
2017-05-15 13F-HR Gates Capital Management, Inc. 2,040,642 0 -100.00 39,446 0 -100.00
2017-05-15 13F-HR Ancora Advisors, LLC 550 0 -100.00 11 0 -100.00
2017-05-15 13F-HR HBK INVESTMENTS L P 243,240 0 -100.00 4,702 0 -100.00
2017-06-20 13F-HR/A-1 SYMPHONY ASSET MANAGEMENT LLC 99,705 0 -100.00 1,927 0 -100.00
2017-05-15 13F-HR NEW YORK STATE COMMON RETIREMENT FUND 264,200 0 -100.00 5,107 0 -100.00
2017-06-21 13F-HR/A-1 GEODE CAPITAL MANAGEMENT, LLC 956,334 0 -100.00 18,485 0 -100.00
2017-05-15 13F-HR Freshford Capital Management, LLC 1,689,444 0 -100.00 32,657 0 -100.00
2017-05-16 13F-HR SALEM INVESTMENT COUNSELORS INC 150 0 -100.00 2 0 -100.00
2017-05-15 13F-HR PHILADELPHIA TRUST CO 12,295 0 -100.00 238 0 -100.00
2017-05-15 13F-HR 13D Management LLC 457,870 0 -100.00 8,851 0 -100.00
2017-07-28 13F-HR JFS WEALTH ADVISORS, LLC 58 0 -100.00 1 0 -100.00
2017-06-19 13F-HR/A-1 Baird Financial Group, Inc. 16,474 0 -100.00 318 0 -100.00
2017-05-15 13F-HR SPRINGBOK CAPITAL MANAGEMENT, LLC 6,200 0 -100.00 120 0 -100.00
2017-08-11 13F-HR TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0 0 0 0
2017-05-15 13F-HR GUGGENHEIM CAPITAL LLC 93,248 0 -100.00 1,803 0 -100.00
2017-05-15 13F-HR STATE STREET CORP 1,602,430 0 -100.00 30,979 0 -100.00
CUSIP: 563568104