DOW HLDGS INC (DOW)
Institutional ownership reported to the SEC as of Q3 2026, across 31 quarters.
49
Reporting holders
$23.5M
Reported value
0.0%
Calls
0.0%
Puts
-1,166
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Artemis Investment Management LLP | $15.8M | 573,603 | 0.14% | new | NEW |
| Farther Finance Advisors, LLC | $1.8M | 65,592 | 0.01% | 16q | +54.1%+$633.8K |
| MOODY NATIONAL BANK TRUST DIVISION | $487.1K | 17,686 | 0.04% | 30q | -1.1%-$5.2K |
| Investors Research Corp | $448.8K | 16,295 | 0.08% | 30q | -6.2%-$29.7K |
| RIVERSEDGE ADVISORS, LLC | $383.0K | 13,906 | 0.05% | new | NEW |
| GAMMA Investing LLC | $367.8K | 13,355 | 0.01% | 12q | -14.6%-$62.9K |
| M.E. ALLISON & CO., INC. | $342.6K | 12,442 | 0.19% | 6q | HELD |
| Cooper Financial Group | $324.4K | 11,780 | 0.03% | 5q | +10.3%+$30.3K |
| Avidian Wealth Enterprises, LLC | $322.6K | 11,713 | 0.01% | 6q | -8.4%-$29.6K |
| Wedmont Private Capital | $320.1K | 11,196 | 0.01% | 2q | +37.9%+$87.9K |
| Venture Visionary Partners LLC | $301.6K | 10,952 | 0.01% | 26q | -10.8%-$36.4K |
| CoreCap Advisors, LLC | $285.8K | 10,377 | 0.01% | 9q | -3.6%-$10.7K |
| Valeo Financial Advisors, LLC | $270.0K | 9,805 | 0.01% | 30q | +0.5%+$1.4K |
| CHAPIN DAVIS, INC. | $238.5K | 8,660 | 0.05% | 6q | -2.8%-$6.7K |
| LifeGoal Investments, LLC | $233.6K | 8,482 | 0.07% | new | NEW |
| Bank & Trust Co | $228.2K | 8,287 | 0.14% | 10q | -3.6%-$8.4K |
| Everhart Financial Group, Inc. | $219.5K | 7,970 | 0.01% | new | NEW |
| CapWealth Advisors, LLC | $209.2K | 7,596 | 0.02% | 30q | -99.1%-$22.5M |
| Sound Income Strategies, LLC | $201.8K | 7,057 | 0.01% | 30q | -8.1%-$17.9K |
| EASTERN BANK | $160.8K | 5,837 | 0.00% | 9q | -6.0%-$10.2K |
| Hickory Point Bank & Trust | $135.6K | 4,922 | 0.08% | 3q | -1.7%-$2.4K |
| MassMutual Private Wealth & Trust, FSB | $117.8K | 4,279 | 0.00% | 30q | -19.9%-$29.3K |
| Versant Capital Management, Inc | $73.7K | 2,675 | 0.01% | 6q | +98.7%+$36.6K |
| ARMSTRONG ADVISORY GROUP, INC | $45.5K | 1,653 | 0.00% | 16q | HELD |
| ATWOOD & PALMER INC | $30.3K | 1,100 | 0.00% | 30q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $27.7K | 1,007 | 0.01% | 5q | +2697.2%+$26.7K |
| Trust Co | $23.3K | 845 | 0.00% | 30q | HELD |
| Bangor Savings Bank | $22.8K | 829 | 0.00% | 18q | -1.8% |
| Miller Global Investments, LLC | $19.3K | 700 | 0.02% | 4q | HELD |
| Deane Retirement Strategies, Inc. | $12.0K | 437 | 0.00% | 4q | -99.8%-$5.5M |
| Olistico Wealth, LLC | $11.8K | 428 | 0.00% | 4q | -3.2% |
| Bullock Wealth Management Group | $9.9K | 358 | 0.00% | 2q | HELD |
| TOMPKINS FINANCIAL CORP | $8.0K | 291 | 0.00% | 29q | +203.1%+$5.4K |
| Rosenberg Matthew Hamilton | $7.8K | 285 | 0.00% | 2q | -32.5%-$3.8K |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $7.6K | 275 | 0.00% | new | NEW |
| MJT & Associates Financial Advisory Group, Inc. | $6.1K | 222 | 0.00% | 7q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $5.5K | 200 | 0.00% | 30q | HELD |
| GoalVest Advisory LLC | $4.9K | 179 | 0.00% | new | NEW |
| Noble Wealth Management PBC | $4.1K | 150 | 0.00% | 7q | HELD |
| Paladin Partners, LLC | $4.0K | 146 | 0.00% | 2q | HELD |
| Gladwyn Financial Advisors, Inc. | $4.0K | 145 | 0.00% | 6q | HELD |
| Central Pacific Bank - Trust Division | $2.0K | 74 | 0.00% | 11q | -97.8%-$90.9K |
| Planning Strategies Inc. | $2.0K | 72 | 0.00% | 2q | +5.9% |
| Retirement Wealth Solutions LLC | $1.8K | 67 | 0.00% | 8q | +378.6%+$1.5K |
| VALLEY WEALTH MANAGERS, INC. | $1.2K | 43 | 0.00% | 18q | HELD |
| Bank of New Hampshire | $661 | 24 | 0.00% | 19q | HELD |
| Davis Capital Management | $468 | 17 | 0.00% | 12q | +13.3% |
| Grove Bank & Trust | $441 | 16 | 0.00% | 16q | HELD |
| CX Institutional | $323 | 11,735 | 0.01% | 7q | +11.7% |
| NEVILLE RODIE & SHAW INC | $309 | 11,217 | 0.02% | 30q | -1.8% |
| GILPIN WEALTH MANAGEMENT, LLC | $28 | 1 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-07 | 13G | STATE STREET CORPORATION | 5.3% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 49 | $23.5M | 854,031 | 7 | 10 | 18 | 0.0% |
| Q2 2026 | 1,215 | $18.1B | 615,070,445 | 130 | 383 | 425 | 6.9% |
| Q1 2026 | 1,321 | $23.8B | 518,543,033 | 300 | 391 | 363 | 9.3% |
| Q4 2025 | 1,126 | $13.0B | 500,496,923 | 88 | 312 | 444 | 9.9% |
| Q3 2025 | 1,118 | $12.1B | 473,098,902 | 85 | 301 | 492 | 10.5% |
| Q2 2025 | 1,226 | $14.0B | 485,066,308 | 86 | 458 | 450 | 8.3% |
| Q1 2025 | 1,354 | $17.6B | 472,832,587 | 105 | 485 | 511 | 6.4% |
| Q4 2024 | 1,426 | $20.1B | 471,414,424 | 86 | 393 | 618 | 5.8% |
| Q3 2024 | 1,513 | $28.8B | 504,516,716 | 82 | 446 | 606 | 4.5% |
| Q2 2024 | 1,561 | $27.8B | 500,849,044 | 82 | 514 | 560 | 4.6% |
| Q1 2024 | 1,624 | $31.7B | 521,446,744 | 133 | 510 | 599 | 4.8% |
| Q4 2023 | 1,607 | $28.1B | 484,327,886 | 99 | 407 | 685 | 5.7% |
| Q3 2023 | 1,513 | $26.7B | 491,033,709 | 88 | 477 | 566 | 5.3% |
| Q2 2023 | 1,528 | $25.4B | 454,398,338 | 76 | 519 | 571 | 4.8% |
| Q1 2023 | 1,556 | $26.5B | 457,643,672 | 136 | 588 | 452 | 5.4% |
| Q4 2022 | 1,531 | $24.5B | 457,361,128 | 134 | 506 | 524 | 6.1% |
| Q3 2022 | 1,435 | $21.3B | 451,341,787 | 87 | 538 | 499 | 6.7% |
| Q2 2022 | 1,543 | $25.9B | 474,051,216 | 133 | 624 | 436 | 5.4% |
| Q1 2022 | 1,549 | $31.9B | 473,423,176 | 160 | 620 | 405 | 5.6% |
| Q4 2021 | 1,481 | $29.8B | 486,718,444 | 110 | 523 | 461 | 7.4% |
| Q3 2021 | 1,390 | $30.0B | 495,430,267 | 80 | 526 | 437 | 5.0% |
| Q2 2021 | 1,409 | $33.5B | 508,995,941 | 125 | 539 | 387 | 4.0% |
| Q1 2021 | 1,367 | $33.6B | 509,602,696 | 154 | 491 | 421 | 3.2% |
| Q4 2020 | 1,288 | $29.4B | 502,732,857 | 132 | 379 | 434 | 4.3% |
| Q3 2020 | 1,155 | $24.4B | 497,323,708 | 114 | 330 | 444 | 4.2% |
| Q2 2020 | 1,107 | $20.8B | 494,800,755 | 136 | 311 | 480 | 3.2% |
| Q1 2020 | 1,082 | $14.7B | 489,015,905 | 85 | 364 | 463 | 2.4% |
| Q4 2019 | 1,304 | $29.3B | 525,045,714 | 114 | 371 | 515 | 2.0% |
| Q3 2019 | 1,208 | $24.5B | 505,221,664 | 97 | 379 | 516 | 1.7% |
| Q2 2019 | 1,266 | $25.7B | 511,249,438 | 1,220 | 29 | 9 | 1.8% |
| Q1 2019 | 61 | $581.4M | 10,771,985 | 57 | 0 | 0 | 3.1% |