WERN Institutional Ownership
Werner Enterprises, Inc.
1W: -1.4%
1M: -12.0%
3M: -19.5%
YTD: -2.5%
1Y: +7.9%
3Y: -18.3%
5Y: -30.1%
$29.38
+1.05 (+3.71%)
Weekly Expected Move ±5.8%
$25
$27
$29
$30
$32
Credit Risk of going bust: higher than 52% of companies Debt: 34.8% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.01 (down 97%), Werner Enterprises, Inc. would be worth roughly what it owes.
Total debt $941.9M against a stock market value of $1.76B.
Distance to default 4.97 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $396.5M (short-term plus half of long-term), stock volatility 40.9%; Altman Z'' 3.14. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $1.01 (down 97%), Werner Enterprises, Inc. would be worth roughly what it owes.
Total debt $941.9M against a stock market value of $1.76B.
Distance to default 4.97 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $396.5M (short-term plus half of long-term), stock volatility 40.9%; Altman Z'' 3.14. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — WERN
303
Institutional Holders
+36 vs prior quarter
0.0%
Ownership
+0.00pp
$3B
Total Invested
67
New Positions
102
Increased
103
Reduced
29
Closed
0.75
Put/Call Ratio
Ownership Trends
Top Institutional Holders (329 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 10,405,606 | $306M | +1,563,170 | +17.7% | 8Q | SEC ↗ |
| 2 | DIMENSIONAL FUND ADVISORS LP | 3,835,957 | $113M | +41,205 | +1.1% | 102Q | SEC ↗ |
| 3 | FMR LLC | 3,765,725 | $111M | -1,042,300 | -21.7% | 32Q | SEC ↗ |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3,724,473 | $109M | +198,083 | +5.6% | 2Q | SEC ↗ |
| 5 | AMERICAN CENTURY COMPANIES INC | 3,048,390 | $90M | +361,624 | +13.5% | 15Q | SEC ↗ |
| 6 | DEPRINCE RACE & ZOLLO INC | 2,991,056 | $88M | -63,961 | -2.1% | 12Q | SEC ↗ |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 2,702,777 | $79M | +102,883 | +4.0% | 2Q | SEC ↗ |
| 8 | STATE STREET CORP | 2,637,086 | $77M | +79,075 | +3.1% | 46Q | SEC ↗ |
| 9 | FIRST TRUST ADVISORS LP | 2,113,286 | $62M | +192,134 | +10.0% | 64Q | SEC ↗ |
| 10 | VICTORY CAPITAL MANAGEMENT INC | 1,995,207 | $59M | -361,767 | -15.3% | 52Q | SEC ↗ |
| 11 | JACOBS LEVY EQUITY MANAGEMENT, INC | 1,717,200 | $50M | +607,877 | +54.8% | 9Q | SEC ↗ |
| 12 | GOLDMAN SACHS GROUP INC | 1,628,327 | $48M | +1,329,323 | +444.6% | 15Q | SEC ↗ |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 1,605,697 | $47M | +102,479 | +6.8% | 92Q | SEC ↗ |
| 14 | Invesco Ltd. | 1,518,926 | $45M | +22,091 | +1.5% | 79Q | SEC ↗ |
| 15 | Maple Rock Capital Partners Inc. | 1,366,167 | $40M | +812,800 | +146.9% | 3Q | SEC ↗ |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,317,514 | $39M | -135,919 | -9.4% | 15Q | SEC ↗ |
| 17 | Sixth Street Partners Management Compa NEW | 1,317,514 | $39M | — | +0.0% | 1Q | SEC ↗ |
| 18 | Allianz Asset Management GmbH | 1,113,218 | $33M | -4,104 | -0.4% | 34Q | SEC ↗ |
| 19 | AMERIPRISE FINANCIAL INC | 874,870 | $26M | +102,080 | +13.2% | 16Q | SEC ↗ |
| 20 | NOMURA ASSET MANAGEMENT INTERNATIONAL | 873,270 | $26M | +89,306 | +11.4% | 3Q | SEC ↗ |
| 21 | Russell Investments Group, Ltd. | 872,522 | $26M | +8,893 | +1.0% | 39Q | SEC ↗ |
| 22 | WELLINGTON MANAGEMENT GROUP LLP | 821,046 | $24M | -1,131,093 | -57.9% | 5Q | SEC ↗ |
| 23 | MILLENNIUM MANAGEMENT LLC | 777,971 | $23M | -54,818 | -6.6% | 37Q | SEC ↗ |
| 24 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 750,138 | $22M | +239,291 | +46.8% | 6Q | SEC ↗ |
| 25 | Qube Research & Technologies Ltd | 695,313 | $20M | +597,589 | +611.5% | 2Q | SEC ↗ |
| 26 | UBS Group AG | 641,093 | $19M | +176,654 | +38.0% | 47Q | SEC ↗ |
| 27 | NORTHERN TRUST CORP | 639,235 | $19M | +55,722 | +9.5% | 110Q | SEC ↗ |
| 28 | NEW YORK STATE COMMON RETIREMENT FUND | 620,356 | $18M | +27,170 | +4.6% | 82Q | SEC ↗ |
| 29 | BANK OF AMERICA CORP /DE | 597,162 | $18M | +106,300 | +21.7% | 15Q | SEC ↗ |
| 30 | MORGAN STANLEY | 577,334 | $17M | +28,707 | +5.2% | 60Q | SEC ↗ |
| 31 | Nuveen, LLC | 565,910 | $17M | +439,654 | +348.2% | 6Q | SEC ↗ |
| 32 | Penn Capital Management Company, LLC | 491,541 | $14M | +48,089 | +10.8% | 2Q | SEC ↗ |
| 33 | Balyasny Asset Management L.P. | 427,637 | $13M | -17,961 | -4.0% | 5Q | SEC ↗ |
| 34 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 425,408 | $12M | +3,752 | +0.9% | 6Q | SEC ↗ |
| 35 | VANGUARD FIDUCIARY TRUST CO | 404,283 | $12M | +15,911 | +4.1% | 2Q | SEC ↗ |
| 36 | ROYCE & ASSOCIATES LP | 393,110 | $12M | +83,110 | +26.8% | 3Q | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 384,481 | $11M | +12,900 | +3.5% | 76Q | SEC ↗ |
| 38 | AQR CAPITAL MANAGEMENT LLC | 307,622 | $9M | +51,201 | +20.0% | 76Q | SEC ↗ |
| 39 | PRINCIPAL FINANCIAL GROUP INC | 290,283 | $9M | -956 | -0.3% | 83Q | SEC ↗ |
| 40 | Empowered Funds, LLC | 287,949 | $8M | +3,752 | +1.3% | 6Q | SEC ↗ |
| 41 | Meros Investment Management, LP | 279,870 | $8M | +149,713 | +115.0% | 3Q | SEC ↗ |
| 42 | BEACONLIGHT CAPITAL, LLC NEW | 276,026 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 43 | CITADEL ADVISORS LLC | 261,724 | $8M | +103,489 | +65.4% | 3Q | SEC ↗ |
| 44 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 256,199 | $8M | +69,237 | +37.0% | 17Q | SEC ↗ |
| 45 | TWO SIGMA INVESTMENTS, LP | 231,689 | $7M | -26,693 | -10.3% | 12Q | SEC ↗ |
| 46 | ESSEX INVESTMENT MANAGEMENT CO LLC NEW | 231,625 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 47 | Public Sector Pension Investment Board | 205,943 | $6M | -8,256 | -3.9% | 9Q | SEC ↗ |
| 48 | KENNEDY CAPITAL MANAGEMENT LLC | 204,790 | $6M | -3,842 | -1.8% | 49Q | SEC ↗ |
| 49 | PINNACLE ASSOCIATES LTD | 198,262 | $6M | -16,014 | -7.5% | 15Q | SEC ↗ |
| 50 | Creative Planning | 193,111 | $6M | +49,879 | +34.8% | 59Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 1,317,514 | $39M |
| BEACONLIGHT CAPITAL, LLC | 276,026 | $8M |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 231,625 | $7M |
| FEDERATED HERMES, INC. | 110,847 | $3M |
| BOOTHBAY FUND MANAGEMENT, LLC | 87,815 | $3M |
| GREAT LAKES ADVISORS, LLC | 76,066 | $2M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 74,104 | $2M |
| New Age Alpha Advisors, LLC | 58,264 | $2M |
| SCHRODER INVESTMENT MANAGEMENT GROU | 53,204 | $2M |
| Jupiter Topco LLC | 46,566 | $1M |
| Treasurer of the State of North Car | 45,399 | $1M |
| Walleye Capital LLC | 42,649 | $1M |
| Advisors Preferred, LLC | 35,832 | $1M |
| Fulcrum Asset Management LLP | 27,552 | $809K |
| HSBC HOLDINGS PLC | 23,537 | $692K |
| Richard Bernstein Advisors LLC | 20,024 | $588K |
| Riverwater Partners LLC | 17,883 | $525K |
| Bridgewater Associates, LP | 15,757 | $463K |
| PRELUDE CAPITAL MANAGEMENT, LLC | 13,004 | $382K |
| STRS OHIO | 8,300 | $244K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| VAUGHAN NELSON INVESTMENT MANAGEMEN | 1,139,653 | $33M |
| Turas Capital Management LP | 447,154 | $13M |
| ExodusPoint Capital Management, LP | 315,475 | $9M |
| NATIXIS ADVISORS, LLC | 212,281 | $6M |
| Clearline Capital LP | 164,356 | $5M |
| Edgestream Partners, L.P. | 151,519 | $4M |
| Longaeva Partners L.P. | 133,683 | $4M |
| D. E. Shaw & Co., Inc. | 99,466 | $3M |
| NATIXIS | 49,300 | $1M |
| JUPITER ASSET MANAGEMENT LTD | 49,170 | $1M |
| Squarepoint Ops LLC | 41,658 | $1M |
| RENAISSANCE TECHNOLOGIES LLC | 38,063 | $1M |
| Laurion Capital Management LP | 28,926 | $850K |
| MANGROVE PARTNERS IM, LLC | 28,295 | $831K |
| MAVERICK CAPITAL LTD | 27,267 | $801K |
| Brevan Howard Capital Management LP | 26,489 | $778K |
| Freestone Grove Partners LP | 24,792 | $728K |
| GSA CAPITAL PARTNERS LLP | 21,553 | $633K |
| Dynamic Technology Lab Private Ltd | 19,152 | $563K |
| Canvas Wealth Advisors, LLC | 19,057 | $560K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +1,563,170 | +17.7% | 10,405,606 |
| GOLDMAN SACHS GROUP INC | +1,329,323 | +444.6% | 1,628,327 |
| Maple Rock Capital Partners Inc. | +812,800 | +146.9% | 1,366,167 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | +607,877 | +54.8% | 1,717,200 |
| Qube Research & Technologies Ltd | +597,589 | +611.5% | 695,313 |
| Nuveen, LLC | +439,654 | +348.2% | 565,910 |
| AMERICAN CENTURY COMPANIES INC | +361,624 | +13.5% | 3,048,390 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +239,291 | +46.8% | 750,138 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +198,083 | +5.6% | 3,724,473 |
| FIRST TRUST ADVISORS LP | +192,134 | +10.0% | 2,113,286 |
| UBS Group AG | +176,654 | +38.0% | 641,093 |
| Meros Investment Management, LP | +149,713 | +115.0% | 279,870 |
| ACADIAN ASSET MANAGEMENT LLC | +108,942 | +908.8% | 120,930 |
| BANK OF AMERICA CORP /DE | +106,300 | +21.7% | 597,162 |
| CITADEL ADVISORS LLC | +103,489 | +65.4% | 261,724 |
| VANGUARD CAPITAL MANAGEMENT LLC | +102,883 | +4.0% | 2,702,777 |
| GEODE CAPITAL MANAGEMENT, LLC | +102,479 | +6.8% | 1,605,697 |
| AMERIPRISE FINANCIAL INC | +102,080 | +13.2% | 874,870 |
| CAXTON ASSOCIATES LLP | +89,501 | +117.1% | 165,928 |
| NOMURA ASSET MANAGEMENT INTERNATION | +89,306 | +11.4% | 873,270 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| NUANCE INVESTMENTS, LLC | -1,330,580 | -87.5% | 189,945 |
| WELLINGTON MANAGEMENT GROUP LLP | -1,131,093 | -57.9% | 821,046 |
| FMR LLC | -1,042,300 | -21.7% | 3,765,725 |
| Allspring Global Investments Holdin | -510,317 | -74.4% | 175,354 |
| VICTORY CAPITAL MANAGEMENT INC | -361,767 | -15.3% | 1,995,207 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -135,919 | -9.4% | 1,317,514 |
| Verition Fund Management LLC | -121,833 | -66.7% | 60,708 |
| FRANKLIN RESOURCES INC | -103,675 | -87.9% | 14,298 |
| Vestcor Inc | -93,510 | -77.6% | 27,011 |
| SEI INVESTMENTS CO | -72,104 | -32.3% | 151,402 |
| Thrivent Financial for Lutherans | -68,584 | -33.6% | 135,826 |
| Mariner, LLC | -66,692 | -76.7% | 20,296 |
| DEPRINCE RACE & ZOLLO INC | -63,961 | -2.1% | 2,991,056 |
| MILLENNIUM MANAGEMENT LLC | -54,818 | -6.6% | 777,971 |
| Campbell & CO Investment Adviser LL | -46,844 | -39.4% | 72,057 |
| XTX Topco Ltd | -40,886 | -72.4% | 15,558 |
| MARSHALL WACE, LLP | -35,855 | -78.3% | 9,939 |
| State of New Jersey Common Pension | -32,821 | -50.6% | 32,027 |
| RAYMOND JAMES FINANCIAL INC | -32,206 | -19.2% | 135,961 |
| Y-Intercept (Hong Kong) Ltd | -28,366 | -43.3% | 37,142 |