Whirlpool Corp. (whr 8.5 02/15/29 A)Preferred / convertible
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 39 institutions reported holding Whirlpool Corp. (whr 8.5 02/15/29 A) in their 13F filings, down 9 from Q1 2026. 11 opened new positions and 20 sold out. The largest holders were Aequim Alternative Investments LP ($61.5M), FMR LLC ($33.6M) and D. E. Shaw & Co. ($28.1M). 2 famous investors held it, including David E. Shaw ( of D. E. Shaw & Co.'s portfolio) and Paul Tudor Jones ( of Tudor Investment Corporation's portfolio).
- Company
- Whirlpool Corp. (whr 8.5 02/15/29 A)
- CUSIP
- 963320205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $22.9M |
| Exits | 20 | $131.5M |
All 13F filers, Q1 2026 → Q2 2026: 3,273,271 shares bought and 4,319,575 shares sold, net −1,046,304 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| Aequim Alternative Investments LP | — | Add +191.7% | 1,750,000 | $61.5M |
| FMR LLC | — | Add +14.9% | 978,918 | $33.6M |
| D. E. Shaw & Co. | — | No change | 800,000 | $28.1M |
| BlackRock, Inc. | — | Reduce -0.8% | 714,659 | $25.1M |
| Walleye Capital LLC | — | Add +101.8% | 504,540 | $17.4M |
| Ameriprise Financial Inc. | — | Reduce -15.1% | 495,272 | $17.0M |
| Wolverine Asset Management LLC | — | Add +99.5% | 441,252 | $15.5M |
| Raymond James Financial Inc. | — | Add +179.1% | 440,221 | $15.5M |
| Covalis Capital LLP | — | Add +17.1% | 369,000 | $13.0M |
| Skaana Management L.P. | — | Add +1271.5% | 312,807 | $10.8M |
| Van Eck Associates Corp. | — | New | 287,694 | $10.1M |
| TPG GP A, LLC | — | Add +44.1% | 245,000 | $8.6M |
| State Street Corp. | — | Add +42.9% | 200,000 | $7.0M |
| Wells Fargo & Company | — | Add +50.7% | 185,981 | $6.5M |
| Hotchkis & Wiley Capital Management LLC | — | Add +15.2% | 120,989 | $4.2M |
| Highbridge Capital Management LLC | — | New | 100,000 | $3.5M |
| Infrastructure Capital Advisors, LLC | — | Add +10.7% | 99,738 | $3.5M |
| Punch & Associates Investment Management, Inc. | — | Reduce -0.9% | 99,335 | $3.5M |
| Advent Capital Management | — | New | 69,200 | $2.4M |
| Bank of America Corp. | — | New | 59,981 | $2.1M |
| Alberta Investment Management Corp | — | No change | 50,000 | $1.8M |
| Zimmer Partners, LP | — | No change | 50,000 | $1.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | New | 49,277 | $1.7M |
| Invesco Ltd. | — | Reduce -68.2% | 48,000 | $1.7M |
| GatePass Capital, LLC | — | New | 35,400 | $1.2M |
| Arnhold LLC | — | Add +34.1% | 29,500 | $1.0M |
| Zazove Associates LLC | — | No change | 22,500 | $788K |
| BlueCrest Capital Management Ltd | — | Reduce -92.1% | 21,476 | $754K |
| Kovack Advisors, Inc. | — | New | 20,698 | $739K |
| Bank of Montreal | — | New | 20,510 | $720K |
| Marshall Wace, LLP | — | No change | 20,000 | $701K |
| Kestra Private Wealth Services, LLC | — | Reduce -37.2% | 13,500 | $474K |
| Morgan Stanley | — | Add +399.4% | 9,988 | $351K |
| Tudor Investment Corporation | — | No change | 9,500 | $333K |
| Laffer Tengler Investments, Inc. | — | New | 9,330 | $327K |
| Oppenheimer & Co. Inc. | — | Add +45.3% | 8,720 | $306K |
| FNY Investment Advisers, LLC | — | No change | 1,950 | $68K |
| Farther Finance Advisors, LLC | — | New | 1,565 | $55K |
| Lanark Financial, Inc. | — | New | 105 | $4K |
"% of holder's portfolio" is WHIRLPOOL CORP (WHR 8.5 02/15/29 A)'s weight in each manager's 13F, not the share of Whirlpool Corp. (whr 8.5 02/15/29 A) the manager owns.