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Security record · archived quarter

THO

Thor Industries, Inc. · Consumer Cyclical · Auto - Recreational Vehicles

65.86 -3.8% mkt cap $3.40B quote delayed (FMP) · as of Oct 19 22:09 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
118Tracked holders
-1Δ holders
36.83MShares held
$3.78BReported value
+2New positions
−2Exits
Stable Conviction score 42/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -0.8% · share flow -3.3% · net new positions 0.0% · formula
Broad distribution: falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 2 +1 31.25K $2.07M +1 n/a
Q2 2026 106 0 32.55M $2.45B +8 −9
Q1 2026 110 -7 33.31M $2.66B +5 −13
Q4 2025 118 -1 36.83M $3.78B +2 −2
Q3 2025 19 +2 18.53M $1.92B +4 −3
Q2 2025 15 -1 15.20M $1.35B n/a −1
Q1 2025 13 +1 5.02M $380.89M +2 −1
Q4 2024 12 -1 5.41M $517.67M n/a −1
Q3 2024 12 +1 4.64M $509.94M +1 n/a
Q2 2024 11 n/a 4.76M $444.93M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group ✦ (passive) 5.22M -2.1% $536.37M 0.0% ▼ Trim 3 SEC ↗ ×5
2 Kayne Anderson Rudnick Investment… 4.70M n/a $482.21M 1.3% n/c 1 SEC ↗ ×3
3 BlackRock ✦ (passive) 4.61M -1.1% $473.58M 0.0% ▼ Trim 3 SEC ↗ ×16
4 Dimensional Fund Advisors Lp 3.05M n/a $313.20M 0.1% n/c 1 SEC ↗ ×5
5 State Street Global Advisors ✦ (passive) 1.62M -3.0% $166.30M 0.0% ▼ Trim 5 SEC ↗
6 Capital Research Global Investors 1.58M n/a $162.41M 0.0% n/c 1 SEC ↗
7 JPMorgan Chase ✦ 1.25M -52.2% $128.75M 0.0% ▼ Trim 2 SEC ↗ ×7
8 American Century Companies Inc 1.21M n/a $124.48M 0.1% n/c 1 SEC ↗
9 Balyasny Asset Management L.P. 1.08M n/a $111.01M 0.2% n/c 1 SEC ↗
10 Harris Associates (Oakmark) ✦ 1.06M -2.0% $108.93M 0.1% ▼ Trim 7 SEC ↗
11 Geode Capital Management ✦ (passive) 960.36K -0.2% $98.62M 0.0% ▼ Trim 7 SEC ↗ ×2
12 Citadel Advisors ✦ 796.51K New $81.78M 0.1% New 1 SEC ↗ ×2
13 Morgan Stanley ✦ 728.76K -26.4% $74.82M 0.0% ▼ Trim 2 SEC ↗ ×9
14 Charles Schwab Investment… 651.08K n/a $66.85M 0.0% n/c 1 SEC ↗
15 Wells Fargo & Company/Mn 635.71K n/a $65.27M 0.0% n/c 1 SEC ↗ ×4
16 Envestnet Asset Management Inc 608.68K n/a $62.49M 0.0% n/c 1 SEC ↗
17 Northern Trust Corp 459.49K n/a $47.18M 0.0% n/c 1 SEC ↗ ×7
18 Bank of New York Mellon Corp 428.68K n/a $44.01M 0.0% n/c 1 SEC ↗ ×12
19 Royal Bank Of Canada 426.78K n/a $43.82M 0.0% n/c 1 SEC ↗ ×6
20 Gotham Asset Management ✦ 370.29K -2.8% $38.02M 0.1% ▼ Trim 7 SEC ↗
21 ProShare Advisors LLC 304.46K n/a $31.26M 0.1% n/c 1 SEC ↗
22 Raymond James Financial Inc 281.95K n/a $28.95M 0.0% n/c 1 SEC ↗ ×2
23 Royal London Asset Management Ltd 264.60K n/a $27.17M 0.1% n/c 1 SEC ↗
24 Goldman Sachs Group ✦ 256.31K -30.6% $26.32M 0.0% ▼ Trim 2 SEC ↗ ×2
25 Invesco Ltd. 246.26K n/a $25.28M 0.0% n/c 1 SEC ↗ ×7
26 UBS Group AG 228.23K n/a $23.43M 0.0% n/c 1 SEC ↗ ×4
27 Norges Bank ✦ (passive) 211.64K New $21.73M 0.0% New 1 SEC ↗
28 Stifel Financial Corp 181.12K n/a $18.60M 0.0% n/c 1 SEC ↗ ×4
29 Lazard Asset Management Llc 169.20K n/a $17.37M 0.0% n/c 1 SEC ↗
30 Janus Henderson Group Plc 158.63K n/a $16.29M 0.0% n/c 1 SEC ↗ ×2
31 Quantinno Capital Management LP 157.97K n/a $16.22M 0.0% n/c 1 SEC ↗
32 UBS AM, a distinct business unit of… 143.11K n/a $14.69M 0.0% n/c 1 SEC ↗ ×9
33 Rhumbline Advisers 142.41K n/a $14.62M 0.0% n/c 1 SEC ↗
34 Cerity Partners LLC 141.54K n/a $14.53M 0.0% n/c 1 SEC ↗ ×2
35 Millennium Management ✦ 130.42K +1942.2% $13.39M 0.0% ▲ Add 7 SEC ↗
36 Hotchkis & Wiley Capital Management… 118.91K n/a $12.21M 0.0% n/c 1 SEC ↗
37 Principal Financial Group Inc 113.18K n/a $11.62M 0.0% n/c 1 SEC ↗ ×2
38 Swiss National Bank 98.60K n/a $10.12M 0.0% n/c 1 SEC ↗
39 California Public Employees… 95.94K n/a $9.85M 0.0% n/c 1 SEC ↗
40 Russell Investments Group, Ltd. 90.77K n/a $9.32M 0.0% n/c 1 SEC ↗ ×10
41 Nuveen, LLC 87.90K n/a $9.02M 0.0% n/c 1 SEC ↗ ×3
42 Mariner, LLC 85.86K n/a $8.81M 0.0% n/c 1 SEC ↗
43 Legal & General Group Plc 85.66K n/a $8.79M 0.0% n/c 1 SEC ↗ ×3
44 First Trust Advisors Lp 80.92K n/a $8.31M 0.0% n/c 1 SEC ↗
45 Alyeska Investment Group, L.P. 80.05K n/a $8.22M 0.0% n/c 1 SEC ↗
46 AQR Capital Management ✦ 74.74K +2.2% $7.67M 0.0% ▲ Add 7 SEC ↗ ×5
47 Ameriprise Financial Inc 71.37K n/a $7.33M 0.0% n/c 1 SEC ↗ ×4
48 Barclays Plc 67.35K n/a $6.91M 0.0% n/c 1 SEC ↗ ×2
49 New York State Common Retirement… 66.89K n/a $6.87M 0.0% n/c 1 SEC ↗
50 Alliancebernstein L.P. 65.71K n/a $6.75M 0.0% n/c 1 SEC ↗
51 Bank Of America Corp /De/ 65.30K n/a $6.70M 0.0% n/c 1 SEC ↗ ×5
52 Two Sigma Investments ✦ 60.92K -38.8% $6.26M 0.0% ▼ Trim 4 SEC ↗
53 Cetera Investment Advisers 60.77K n/a $6.24M 0.0% n/c 1 SEC ↗
54 Universal- Beteiligungs- und… 53.09K n/a $5.45M 0.0% n/c 1 SEC ↗
55 Victory Capital Management Inc 52.44K n/a $5.38M 0.0% n/c 1 SEC ↗
56 Corient Private Wealth LP 50.76K n/a $4.89M 0.0% n/c 1 SEC ↗ ×4
57 California State Teachers… 47.48K n/a $4.87M 0.0% n/c 1 SEC ↗
58 Sei Investments Co 45.80K n/a $4.70M 0.0% n/c 1 SEC ↗ ×2
59 State Board Of Administration Of… 42.90K n/a $4.40M 0.0% n/c 1 SEC ↗
60 T. Rowe Price ✦ 42.17K +4.1% $4.33M 0.0% ▲ Add 7 SEC ↗
61 Truist Financial Corp 39.61K n/a $4.07M 0.0% n/c 1 SEC ↗ ×2
62 Tudor Investment Corp Et Al 38.63K n/a $3.97M 0.0% n/c 1 SEC ↗
63 Manufacturers Life Insurance… 36.40K n/a $3.74M 0.0% n/c 1 SEC ↗
64 LPL Financial LLC 35.09K n/a $3.60M 0.0% n/c 1 SEC ↗
65 Wellington Management ✦ 28.28K -11.6% $2.90M 0.0% ▼ Trim 2 SEC ↗ ×2
66 State Of Wisconsin Investment Board 26.67K n/a $2.74M 0.0% n/c 1 SEC ↗
67 Renaissance Technologies ✦ 25.90K -70.0% $2.66M 0.0% ▼ Trim 2 SEC ↗
68 Hrt Financial Lp 23.77K n/a $2.44M 0.0% n/c 1 SEC ↗
69 Bank Of Montreal /Can/ 22.23K n/a $2.28M 0.0% n/c 1 SEC ↗ ×6
70 Pnc Financial Services Group, Inc. 21.84K n/a $2.24M 0.0% n/c 1 SEC ↗ ×5
71 Squarepoint Ops LLC 16.43K n/a $1.69M 0.0% n/c 1 SEC ↗
72 Zurcher Kantonalbank (Zurich… 16.05K n/a $1.65M 0.0% n/c 1 SEC ↗
73 Cibc World Market Inc. 15.92K n/a $1.63M 0.0% n/c 1 SEC ↗
74 Citigroup Inc 13.87K n/a $1.42M 0.0% n/c 1 SEC ↗ ×3
75 Susquehanna International Group, Llp 11.93K n/a $1.23M 0.0% n/c 1 SEC ↗
76 Creative Planning 11.81K n/a $1.21M 0.0% n/c 1 SEC ↗
77 Mml Investors Services, Llc 10.27K n/a $1.05M 0.0% n/c 1 SEC ↗
78 Franklin Resources Inc 10.07K n/a $1.03M 0.0% n/c 1 SEC ↗ ×4
79 HighTower Advisors, LLC 9.83K n/a $1.01M 0.0% n/c 1 SEC ↗
80 Mercer Global Advisors Inc /Adv 8.88K n/a $911,630 0.0% n/c 1 SEC ↗
81 Fidelity (FMR) ✦ 8.66K -32.2% $889,575 0.0% ▼ Trim 3 SEC ↗ ×2
82 Pictet Asset Management Holding SA 7.46K n/a $765,508 0.0% n/c 1 SEC ↗
83 Captrust Financial Advisors 6.98K n/a $716,842 0.0% n/c 1 SEC ↗
84 Pacer Advisors, Inc. 6.30K n/a $646,924 0.0% n/c 1 SEC ↗
85 Jane Street Group, Llc 6.28K n/a $644,459 0.0% n/c 1 SEC ↗ ×3
86 Hsbc Holdings Plc 6.05K n/a $620,948 0.0% n/c 1 SEC ↗ ×2
87 DZ BANK AG Deutsche Zentral… 6.00K n/a $616,020 0.0% n/c 1 SEC ↗
88 Wealth Enhancement Advisory… 5.42K n/a $589,610 0.0% n/c 1 SEC ↗
89 Man Group plc 5.49K n/a $563,350 0.0% n/c 1 SEC ↗
90 Bnp Paribas Financial Markets 5.43K n/a $557,190 0.0% n/c 1 SEC ↗
91 Voya Investment Management Llc 5.39K n/a $553,802 0.0% n/c 1 SEC ↗
92 Neuberger Berman Group LLC 4.84K n/a $497,436 0.0% n/c 1 SEC ↗
93 Focus Partners Wealth 4.54K n/a $465,869 0.0% n/c 1 SEC ↗
94 Deutsche Bank Ag\ 4.52K n/a $463,965 0.0% n/c 1 SEC ↗ ×3
95 GAMCO Investors ✦ 4.10K 0.0% $420,947 0.0% Held 7 SEC ↗
96 Commonwealth Equity Services, Llc 3.83K n/a $393,260 0.0% n/c 1 SEC ↗
97 Prudential Financial Inc 3.29K n/a $342,878 0.0% n/c 1 SEC ↗
98 Walleye Trading LLC 3.14K n/a $322,281 0.0% n/c 1 SEC ↗
99 Rockefeller Capital Management L.P. 3.13K n/a $321,359 0.0% n/c 1 SEC ↗ ×2
100 Federated Hermes, Inc. 3.08K n/a $316,224 0.0% n/c 1 SEC ↗ ×2

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Citadel Advisors $81.78M 0.1%
Norges Bank $21.73M 0.0%

Exited

Arrowstreet Capital $8.73M was 0.0%
Bridgewater Associates $1.19M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 411 holders, 52.53M shares, $4.10B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Beneficial ownership
Oct 19 SC 13G/A: ACR Alpine Capital Research, LLC

View original SEC filing ↗

Aug 13 SC 13G/A: KAYNE ANDERSON RUDNICK INVESTMENT…

View original SEC filing ↗

Aug 13 SC 13G: Life Cycle Investment Partners Ltd

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API