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Who Owns Timken Co

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Timken Co.

Who crossed 5% of TKR →
Managers holding
13
as of 2026-09-30
Reported value
$8.1M
summed across filings
Shares held
69.3K
Added vs trimmed
5 / 2
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
MOODY NATIONAL BANK TRUST DIVISIONCOM41.7K shadded$4.9M
Monument Capital ManagementCOM20.3K shadded$2.4M
Whalen Wealth Management Inc.COM2.8K sh—$325.5K
GAMMA Investing LLCCommon Stock1.9K shadded$220.7K
Farther Finance Advisors, LLCStock1.2K shtrimmed$140.8K
ELEVATION WEALTH PARTNERS, LLCCOM529 shadded$61.8K
CoreCap Advisors, LLCStock461 shtrimmed$53.9K
Rosenberg Matthew HamiltonStock196 shheld$22.9K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock75 shadded$8.8K
GK Wealth Management LLCCOM74 sh—$8.7K
Retirement Wealth Solutions LLCCOM25 shheld$2.9K
ATWOOD & PALMER INCCOM12 shheld$1.4K
TOTH FINANCIAL ADVISORY CORPCOM10 shheld$1.2K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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