TKR — Timken Co Institutional Holders · Q3 2026
Who owns Timken Co (TKR)? 18 institutions reported holding $8.28M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Moody National Bank Trust Division ($4.9M), Monument Capital Management ($2.4M), Whalen Wealth Management Inc. ($325,499).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MOODY NATIONAL BANK TRUST DIVISION | $4.9M | 41,690 | Added |
| 2 | Monument Capital Management | $2.4M | 20,339 | Added |
| 3 | Whalen Wealth Management Inc. | $325,499 | 2,788 | New |
| 4 | GAMMA Investing LLC | $220,658 | 1,890 | Added |
| 5 | Versant Capital Management, Inc | $166,369 | 1,425 | Added |
| 6 | Farther Finance Advisors, LLC | $140,801 | 1,206 | Trimmed |
| 7 | ELEVATION WEALTH PARTNERS, LLC | $61,761 | 529 | Added |
| 8 | CoreCap Advisors, LLC | $53,895 | 461 | Trimmed |
| 9 | Rosenberg Matthew Hamilton | $22,883 | 196 | Hold |
| 10 | GoalVest Advisory LLC | $17,513 | 150 | New |
| 11 | MassMutual Private Wealth & Trust, FSB | $8,756 | 75 | Added |
| 12 | GK Wealth Management LLC | $8,652 | 74 | New |
| 13 | Retirement Wealth Solutions LLC | $2,919 | 25 | Hold |
| 14 | ATWOOD & PALMER INC | $1,401 | 12 | Hold |
| 15 | Planning Strategies Inc. | $1,401 | 12 | Hold |
| 16 | TOTH FINANCIAL ADVISORY CORP | $1,168 | 10 | Hold |
| 17 | Coastline Trust Co | $0 | 0 | Exited |
| 18 | DIVERSIFIED MANAGEMENT INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30