THO

Thor Industries Inc
Consumer DiscretionaryUSCUSIP 885160101◍ Confluence graph
Tracked 13F Holders
361
-164 QoQ
13F Value (tracked)
$4.1B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)28 adding · 18 trimming
Insider net (180d)$0

Who owns THO?

361 tracked 13F filers

361 tracked 13F filers disclose a position in THO as of the latest SEC 13F filings, a combined $4.1B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
#FundPosition valueSharesLast moveAs ofHistory
1ACR Alpine Capital Research, LLC
$415.5M
5.5M
+13%
Added · +624K sh
Q2 2026
2BlackRock, Inc.
$380.1M
4.8M
+3.1%
Added · +145K sh
Q1 2026
3KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$342.7M
4.3M
−8.7%
Reduced · −407K sh
Q1 2026
4Life Cycle Investment Partners Ltd
$308.1M
4.1M
+25%
Added · +825K sh
Q2 2026
5DIMENSIONAL FUND ADVISORS LP
$251.4M
3.1M
+3.1%
Added · +96K sh
Q1 2026
6VANGUARD PORTFOLIO MANAGEMENT LLC
$211.3M
2.6M
First observed position
No prior filed position
Q1 2026
7TIMUCUAN ASSET MANAGEMENT INC/FL
$203.8M
2.6M
−1.8%
Reduced · −48K sh
Q1 2026
8VANGUARD CAPITAL MANAGEMENT LLC
$181.4M
2.3M
First observed position
No prior filed position
Q1 2026
9STATE STREET CORP
$127.1M
1.7M
+2.7%
Added · +44K sh
Q2 2026
10JPMORGAN CHASE & CO
$106.7M
1.4M
+8.7%
Added · +110K sh
Q1 2026
11GEODE CAPITAL MANAGEMENT, LLC
$75.1M
999K
+0.5%
Added · +5K sh
Q2 2026
12AMERICAN CENTURY COMPANIES INC
$76.9M
963K
−21%
Reduced · −249K sh
Q1 2026
13HARRIS ASSOCIATES L P
$76.9M
963K
−9.3%
Reduced · −98K sh
Q1 2026
14ENVESTNET ASSET MANAGEMENT INC
$72.3M
905K
+49%
Added · +296K sh
Q1 2026
15Madison Asset Management, LLC
$66.2M
881K
−8.7%
Reduced · −84K sh
Q2 2026
16OPPENHEIMER ASSET MANAGEMENT INC.
$64.1M
852K
+15%
Added · +111K sh
Q2 2026
17MORGAN STANLEY
$54.4M
680K
−6.6%
Reduced · −48K sh
Q1 2026
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$54.2M
678K
+4.1%
Added · +27K sh
Q1 2026
19JONES FINANCIAL COMPANIES LLLP
$49.1M
621K
252×
Added · +618K sh
Q1 2026
20WELLS FARGO & COMPANY/MN
$46.5M
582K
−8.4%
Reduced · −54K sh
Q1 2026
21UBS Group AG
$44.5M
557K
+144%
Added · +329K sh
Q1 2026
22NORTHERN TRUST CORP
$37.3M
467K
+1.6%
Added · +7K sh
Q1 2026
23Maple Rock Capital Partners Inc.
$36.9M
462K
+170%
Added · +291K sh
Q1 2026
24Bank of New York Mellon Corp
$33.3M
417K
−2.8%
Reduced · −12K sh
Q1 2026
25BALYASNY ASSET MANAGEMENT L.P.
$32.3M
404K
−63%
Reduced · −677K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is THO being bought or sold by institutions?

Last quarter, 6 funds opened a new position in THO and 22 added to an existing one, while 18 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
6
funds
Added
22
funds
Reduced
18
funds
Exited
0
funds

Funds that own THO also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT190 funds$225.6B
AMAZON.COM INCAMZN187 funds$167.4B
APPLE INCAAPL184 funds$248.5B
ALPHABET INC-CL AGOOGL184 funds$135.7B
CHEVRON CORPCVX184 funds$25.5B
META PLATFORMS INC-CLASS AMETA183 funds$91.8B
BERKSHIRE HATHAWAY INC-CL BBRK/B182 funds$32.3B
NVIDIA CORPNVDA181 funds$326.7B
JPMORGAN CHASE & COJPM180 funds$50.4B
ELI LILLY & COLLY178 funds$65.8B
BANK OF AMERICA CORPBAC178 funds$28.4B
WELLS FARGO & COWFC178 funds$16.0B

Ranked by how many of THO's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$0
0 insiders
Net
$0
0 P/S txns
Signal
Mixed
open-market
DateInsiderRoleActionSharesValue
Mar 6, 2026ORTHWEIN PETER BUSCHDirectorBuy (P)3K$229K
Jan 15, 2026WOELFER W. TODDSVP, CHIEF OPERATING OFFICERSell (S)5K$525K
Dec 12, 2025WOELFER W. TODDSVP, CHIEF OPERATING OFFICERSell (S)2K$178K
Jun 20, 2025ORTHWEIN PETER BUSCHDirectorBuy (P)3K$256K
Oct 16, 2024ZUHL COLLEEN ASR. VP AND CHIEF FIN. OFFICERSell (S)4K$501K
Jan 23, 2024WOELFER W. TODDSVP, CHIEF OPERATING OFFICERSell (S)3K$392K
Jan 22, 2024WOELFER W. TODDSVP, CHIEF OPERATING OFFICERSell (S)3K$383K
Jan 18, 2024WOELFER W. TODDSVP, CHIEF OPERATING OFFICERSell (S)3K$375K
Jul 18, 2023JULIAN KENNETH DSVP OF ADMIN AND HRSell (S)10K$1.1M
Oct 5, 2022ORTHWEIN PETER BUSCHDirectorBuy (P)20K$1.4M
Jul 12, 2022WOELFER W. TODDCHIEF OPERATING OFFICERBuy (P)1K$100K
Jun 29, 2022ORTHWEIN PETER BUSCHDirectorBuy (P)3K$228K

Institutional ownership over time

196 funds-116 since Q3 2024
0188375Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $1.3B

Recent filings

15 shown

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Connected entities for THO

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Ask your agent what changed in THO

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/THO/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for THO.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for THO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.