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Also trades as: WFTUF (OTC) · $vol 0M

WFRD Institutional Ownership

Weatherford International plc
1W: +13.0% 1M: +8.3% 3M: +9.2% YTD: +11.1% 1Y: +27.8% 3Y: -1.4% 5Y: +227.4%
$89.64
+1.04 (+1.17%)
 
Weekly Expected Move ±7.6%
$74 $80 $87 $93 $100
NASDAQ · Energy · Oil & Gas Equipment & Services · Tech Score Buy · Power 65 · $6.5B mcap · 71M float · 1.69% daily turnover · Short 51% of daily vol
Credit Risk of going bust: lower than 56% of companies Debt: 20.0% of company value Bonds: $148.6M held by 198 funds, 292 bp over Treasuries → 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 $1.98 (down 98%), Weatherford International plc would be worth roughly what it owes.
Total debt $1.63B against a stock market value of $6.50B.
Distance to default 5.73 (Merton model): prices to 2026-10-27, balance sheet 2026-09-30, debt counted $872.0M (short-term plus half of long-term), stock volatility 41.5%; Altman Z 2.53. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.

Institutional Ownership — WFRD

495
Institutional Holders
+13 vs prior quarter
0.0%
Ownership
+0.00pp
$6B
Total Invested
60
New Positions
158
Increased
208
Reduced
62
Closed
0.75
Put/Call Ratio

Ownership Trends

Top Institutional Holders (532 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BlackRock, Inc. 7,923,482 $710M -53,094 -0.7% 8Q SEC ↗
2 PRICE T ROWE ASSOCIATES INC /MD 4,472,757 $401M +489,101 +12.3% 16Q SEC ↗
3 VANGUARD PORTFOLIO MANAGEMENT LLC 4,158,478 $373M +155,124 +3.9% 2Q SEC ↗
4 FMR LLC 3,588,433 $322M +20,761 +0.6% 21Q SEC ↗
5 VANGUARD CAPITAL MANAGEMENT LLC 3,248,731 $291M +21,894 +0.7% 2Q SEC ↗
6 AMERICAN CENTURY COMPANIES INC 2,933,502 $263M +959,049 +48.6% 15Q SEC ↗
7 FIRST TRUST ADVISORS LP 2,487,704 $223M +727,237 +41.3% 17Q SEC ↗
8 STATE STREET CORP 2,418,376 $217M -46,493 -1.9% 20Q SEC ↗
9 FULLER & THALER ASSET MANAGEMENT, INC. 2,145,791 $192M -22,253 -1.0% 15Q SEC ↗
10 Invesco Ltd. 1,831,620 $164M +348,191 +23.5% 7Q SEC ↗
11 GEODE CAPITAL MANAGEMENT, LLC 1,662,100 $149M +14,373 +0.9% 21Q SEC ↗
12 MILLENNIUM MANAGEMENT LLC 1,643,324 $147M +629,988 +62.2% 18Q SEC ↗
13 Capital Research Global Investors 1,582,377 $142M -678,985 -30.0% 21Q SEC ↗
14 GOLDMAN SACHS GROUP INC 1,551,770 $139M -773,101 -33.3% 15Q SEC ↗
15 VAN ECK ASSOCIATES CORP 1,536,883 $138M +183,226 +13.5% 12Q SEC ↗
16 DIMENSIONAL FUND ADVISORS LP 1,522,543 $136M +106,021 +7.5% 20Q SEC ↗
17 CITADEL ADVISORS LLC 1,442,765 $129M +963,037 +200.7% 3Q SEC ↗
18 Capital World Investors 1,391,568 $125M -113,165 -7.5% 21Q SEC ↗
19 Bank of New York Mellon Corp 1,279,924 $115M +485,192 +61.1% 20Q SEC ↗
20 WILLIAM BLAIR INVESTMENT MANAGEMENT, L 1,260,878 $113M +680,947 +117.4% 9Q SEC ↗
21 Alyeska Investment Group, L.P. 926,741 $83M +468,423 +102.2% 12Q SEC ↗
22 NORGES BANK NEW 924,126 $83M — +0.0% 1Q SEC ↗
23 VICTORY CAPITAL MANAGEMENT INC 883,354 $79M -3,343 -0.4% 15Q SEC ↗
24 T. Rowe Price Investment Management, I 879,462 $79M -376,686 -30.0% 11Q SEC ↗
25 Gotham Asset Management, LLC 789,624 $71M -14,989 -1.9% 16Q SEC ↗
26 Sixth Street Partners Management Compa NEW 771,049 $69M — +0.0% 1Q SEC ↗
27 CHARLES SCHWAB INVESTMENT MANAGEMENT I 771,049 $69M -52,695 -6.4% 15Q SEC ↗
28 FEDERATED HERMES, INC. 729,141 $65M -366,840 -33.5% 16Q SEC ↗
29 Merewether Investment Management, LP NEW 699,412 $63M — +0.0% 1Q SEC ↗
30 Canoe Financial LP 682,100 $61M +152,900 +28.9% 2Q SEC ↗
31 Boston Partners 636,535 $57M +181,422 +39.9% 3Q SEC ↗
32 FRONTIER CAPITAL MANAGEMENT CO LLC 617,390 $55M -108,107 -14.9% 13Q SEC ↗
33 TimesSquare Capital Management, LLC NEW 608,832 $55M — +0.0% 1Q SEC ↗
34 MORGAN STANLEY 582,275 $52M -49,538 -7.8% 21Q SEC ↗
35 NORTHERN TRUST CORP 577,293 $52M -5,071 -0.9% 21Q SEC ↗
36 Point72 Asset Management, L.P. 539,551 $48M +146,548 +37.3% 5Q SEC ↗
37 VANGUARD FIDUCIARY TRUST CO 454,659 $41M +8,926 +2.0% 2Q SEC ↗
38 DEPRINCE RACE & ZOLLO INC NEW 436,432 $39M — +0.0% 1Q SEC ↗
39 ACADIAN ASSET MANAGEMENT LLC 425,976 $38M -384,501 -47.4% 6Q SEC ↗
40 BANK OF AMERICA CORP /DE 407,085 $36M -34,980 -7.9% 15Q SEC ↗
41 Artisan Partners Limited Partnership NEW 379,307 $34M — +0.0% 1Q SEC ↗
42 Webs Creek Capital Management LP 366,929 $33M -199,080 -35.2% 5Q SEC ↗
43 NEW YORK STATE COMMON RETIREMENT FUND 366,512 $33M +147,434 +67.3% 21Q SEC ↗
44 Zurich Insurance Group Ltd/FI NEW 349,910 $31M — +0.0% 1Q SEC ↗
45 WELLINGTON MANAGEMENT GROUP LLP 345,676 $31M -23,308 -6.3% 12Q SEC ↗
46 Summit Street Capital Management, LLC 337,875 $30M -17,407 -4.9% 4Q SEC ↗
47 JPMORGAN CHASE & CO 314,464 $28M +43,118 +15.9% 20Q SEC ↗
48 NOMURA ASSET MANAGEMENT INTERNATIONAL 291,001 $26M +145,380 +99.8% 3Q SEC ↗
49 Vest Financial, LLC 254,553 $23M +150,337 +144.3% 6Q SEC ↗
50 Nuveen, LLC 235,092 $21M -49,398 -17.4% 6Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
CITADEL ADVISORS LLC +963,037 +200.7% 1,442,765
AMERICAN CENTURY COMPANIES INC +959,049 +48.6% 2,933,502
FIRST TRUST ADVISORS LP +727,237 +41.3% 2,487,704
WILLIAM BLAIR INVESTMENT MANAGEMENT +680,947 +117.4% 1,260,878
MILLENNIUM MANAGEMENT LLC +629,988 +62.2% 1,643,324
PRICE T ROWE ASSOCIATES INC /MD +489,101 +12.3% 4,472,757
Bank of New York Mellon Corp +485,192 +61.1% 1,279,924
Alyeska Investment Group, L.P. +468,423 +102.2% 926,741
Invesco Ltd. +348,191 +23.5% 1,831,620
VAN ECK ASSOCIATES CORP +183,226 +13.5% 1,536,883
Boston Partners +181,422 +39.9% 636,535
Jain Global LLC +161,914 +3016.3% 167,282
VANGUARD PORTFOLIO MANAGEMENT LLC +155,124 +3.9% 4,158,478
Canoe Financial LP +152,900 +28.9% 682,100
Vest Financial, LLC +150,337 +144.3% 254,553
NEW YORK STATE COMMON RETIREMENT FU +147,434 +67.3% 366,512
Point72 Asset Management, L.P. +146,548 +37.3% 539,551
NOMURA ASSET MANAGEMENT INTERNATION +145,380 +99.8% 291,001
BNP PARIBAS FINANCIAL MARKETS +134,750 +200.2% 202,058
DIMENSIONAL FUND ADVISORS LP +106,021 +7.5% 1,522,543
Biggest Decreases (20)
HolderReducedChange %Total Shares
GOLDMAN SACHS GROUP INC -773,101 -33.3% 1,551,770
Capital Research Global Investors -678,985 -30.0% 1,582,377
ACADIAN ASSET MANAGEMENT LLC -384,501 -47.4% 425,976
Qube Research & Technologies Ltd -377,657 -90.3% 40,378
T. Rowe Price Investment Management -376,686 -30.0% 879,462
FEDERATED HERMES, INC. -366,840 -33.5% 729,141
PRUDENTIAL FINANCIAL INC -245,121 -95.8% 10,830
Webs Creek Capital Management LP -199,080 -35.2% 366,929
UBS AM, a distinct business unit of -162,452 -99.4% 1,027
ATLANTIC INVESTMENT MANAGEMENT, INC -153,200 -72.2% 59,023
DEUTSCHE BANK AG -137,781 -95.1% 7,105
UBS Group AG -114,722 -37.9% 187,826
Capital World Investors -113,165 -7.5% 1,391,568
FRONTIER CAPITAL MANAGEMENT CO LLC -108,107 -14.9% 617,390
Russell Investments Group, Ltd. -108,054 -38.1% 175,470
AQR CAPITAL MANAGEMENT LLC -59,975 -21.5% 218,717
RAYMOND JAMES FINANCIAL INC -55,636 -28.9% 137,153
BlackRock, Inc. -53,094 -0.7% 7,923,482
CHARLES SCHWAB INVESTMENT MANAGEMEN -52,695 -6.4% 771,049
MORGAN STANLEY -49,538 -7.8% 582,275

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms