WY — Weyerhaeuser Co Institutional Holders · Q3 2026

Name: Who Owns WY? 29 Institutions Hold $36M (Q3 2026)
Creator: ko.io

Who owns Weyerhaeuser Co (WY)? 29 institutions reported holding $36.01M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: O'Keefe Stevens Advisory, Inc. ($17.0M), Allen Mooney & Barnes Investment Advisors LLC ($11.2M), Adams Asset Advisors, LLC ($4.4M).

Rank	Institution	Value	Shares	Change
1	O'Keefe Stevens Advisory, Inc.	$17.0M	891,666	Added
2	Allen Mooney & Barnes Investment Advisors LLC	$11.2M	585,560	Added
3	Adams Asset Advisors, LLC	$4.4M	229,236	Added
4	First Heartland Consultants, Inc.	$1.3M	68,551	Added
5	Mirador Capital Partners LP	$506,023	26,563	Added
6	Biltmore Wealth Management, LLC	$494,727	25,970	Trimmed
7	Farther Finance Advisors, LLC	$329,263	17,284	Trimmed
8	Venture Visionary Partners LLC	$238,925	12,541	Added
9	WINEBRENNER CAPITAL MANAGEMENT LLC	$190,500	10,000	Hold
10	GAMMA Investing LLC	$159,952	8,396	Trimmed
11	CX Institutional	$80,000	4,184	Trimmed
12	Hickory Point Bank & Trust	$44,348	2,328	Trimmed
13	MassMutual Private Wealth & Trust, FSB	$42,939	2,254	Trimmed
14	CoreCap Advisors, LLC	$42,672	2,240	Trimmed
15	EASTERN BANK	$14,992	787	Hold
16	Versant Capital Management, Inc	$14,726	773	Trimmed
17	Bangor Savings Bank	$8,839	464	Hold
18	ARMSTRONG ADVISORY GROUP, INC	$7,620	400	Hold
19	Rosenberg Matthew Hamilton	$7,163	376	Hold
20	MJT & Associates Financial Advisory Group, Inc.	$5,677	298	Trimmed
21	Grove Bank & Trust	$3,867	203	Trimmed
22	ELEVATION WEALTH PARTNERS, LLC	$2,934	154	Added
23	Byrne Asset Management LLC	$1,859	100	Hold
24	Investors Research Corp	$1,429	75	Hold
25	Planning Strategies Inc.	$381	20	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30