Institutional Ownership Werner Enterprises Inc (WERN)
This table provides information about the institutional ownership of Werner Enterprises Inc (WERN). We have compiled data on the 248 institutions that hold shares in the stock, with a total of 57.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
233
shares
|
$5,673
0.0% of portfolio
|
Q3 2025
Added 18.27%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
206
shares
|
$5,016
0.0% of portfolio
|
Q3 2025
Added 82.3%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
193
shares
|
$4,699
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
178
shares
|
$4,334
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
153
shares
|
$3,725
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
133
shares
|
$3,238
0.0% of portfolio
|
Q3 2025
Added 114.52%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
131
shares
|
$3,189
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
130
shares
|
$3,165
0.0% of portfolio
|
Q3 2025
Added 9.24%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
121
shares
|
$2,946
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
105
shares
|
$2,556
0.0% of portfolio
|
Q3 2025
Reduced 86.96%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
100
shares
|
$2,435
0.0% of portfolio
|
Q2 2025
Added 203.03%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
93
shares
|
$2,264
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
90
shares
|
$2,191
0.0% of portfolio
|
Q1 2025
Reduced 67.15%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
78
shares
|
$1,899
0.0% of portfolio
|
Q3 2025
Reduced 8.24%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
66
shares
|
$1,607
0.0% of portfolio
|
Q3 2025
Reduced 78.85%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
65
shares
|
$1,582
0.0% of portfolio
|
Q3 2025
Added 160.0%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
56
shares
|
$1,363
0.0% of portfolio
|
Q3 2025
Added 194.74%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
40
shares
|
$974
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
35
shares
|
$852
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
35
shares
|
$852
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
35
shares
|
$852
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
34
shares
|
$827
0.0% of portfolio
|
Q3 2025
Added 6.25%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
34
shares
|
$827
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
27
shares
|
$657
0.0% of portfolio
|
Q2 2025
Reduced 60.87%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
23
shares
|
$560
0.0% of portfolio
|
Q3 2025
Reduced 45.24%
|
|