HolderBook

WABTEC (WAB)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

41
Reporting holders
$10.8M
Reported value
0.0%
Calls
0.0%
Puts
-1,154
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

Download these holders as CSV

FilerValueShares Their book Held Change
GAMMA Investing LLC$1.7M5,8140.06%12q+12.7%+$187.8K
Farther Finance Advisors, LLC$1.5M5,1620.01%16q+23.5%+$282.0K
Vann Equity Management LLC$1.3M4,4010.75%3qHELD
Wedmont Private Capital$886.2K3,1560.02%14q+25.6%+$180.8K
Bill Few Associates, Inc.$765.6K2,6660.16%7q-2.2%-$16.9K
VISTA INVESTMENT PARTNERS LLC$695.0K2,4200.18%4q-0.9%-$6.3K
Valeo Financial Advisors, LLC$582.1K2,0270.01%11q+6.6%+$36.2K
Versant Capital Management, Inc$581.8K2,0260.05%32qHELD
Douglas Lane & Associates, LLC$440.8K1,5350.01%4q-17.0%-$90.5K
Retireful, LLC$434.8K1,5140.37%newNEW
M.E. ALLISON & CO., INC.$265.4K9240.15%3qHELD
Hickory Point Bank & Trust$248.7K8660.15%3q-1.7%-$4.3K
DLK Investment Management, LLC$244.7K8520.09%newNEW
Rosenberg Matthew Hamilton$223.7K7790.04%26qHELD
Cooper Financial Group$214.0K7450.02%3q-2.5%-$5.5K
Everhart Financial Group, Inc.$202.7K7060.01%newNEW
MassMutual Private Wealth & Trust, FSB$156.8K5460.00%32q-6.7%-$11.2K
Quintet Private Bank (Europe) S.A.$91.9K3200.00%3qHELD
CoreCap Advisors, LLC$77.8K2700.00%9q-15.9%-$14.7K
Border to Coast Pensions Partnership Ltd$73.5K256,4661.01%22q+10.2%+$6.8K
GoalVest Advisory LLC$67.5K2350.01%5qHELD
EASTERN BANK$46.8K1630.00%9q+103.8%+$23.8K
TOMPKINS FINANCIAL CORP$27.3K950.00%19qHELD
GK Wealth Management LLC$21.2K740.01%newNEW
Grove Bank & Trust$18.4K640.00%16qHELD
ATWOOD & PALMER INC$18.1K630.00%32q+293.8%+$13.5K
Wealth Enhancement Trust Services, Inc.$17.2K600.00%newNEW
Marquette Asset Management, LLC$15.2K530.00%5qHELD
Mn Services Vermogensbeheer B.V.$14.5K50,4450.11%14q+2.4%
Central Pacific Bank - Trust Division$7.5K260.00%11qHELD
TOTH FINANCIAL ADVISORY CORP$6.9K240.00%newNEW
Planning Strategies Inc.$6.6K230.00%2q+187.5%+$4.3K
NEVILLE RODIE & SHAW INC$6.6K22,9010.45%32q-0.9%
ARMSTRONG ADVISORY GROUP, INC$3.7K130.00%16qHELD
Retirement Wealth Solutions LLC$3.4K120.00%5q+50.0%+$1.1K
Bullock Wealth Management Group$3.2K110.00%11qHELD
ELEVATION WEALTH PARTNERS, LLC$3.2K110.00%3q+37.5%
Bank & Trust Co$2.9K100.00%10qHELD
Davis Capital Management$2.0K70.00%5q-12.5%
Aventus Investment Advisors, Inc.$2.0K70.00%newNEW
Noble Wealth Management PBC$1.4K50.00%newNEW
Trust Co$1.1K40.00%4q+100.0%
WoodTrust Financial Corp$1.1K3,9380.14%22qHELD
BURKETT FINANCIAL SERVICES, LLC$57720.00%12qHELD
MJT & Associates Financial Advisory Group, Inc.$57520.00%7qHELD
CX Institutional$5671,9730.02%8q+23.9%

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 →

FiledFormFiler % of class
2026-08-0613G/AFMR LLCwith 1 co-filers12.7%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-07-24Gebhardt EricChief Technology OfficerSold7,100$2.1M ×4
2026-08-20Fetsko MichaelPres., Freight Components Grp.Sold3,250$953.0K ×2
2026-07-24DeNinno David LExec VP, General Counsel, Sec.Sold3,000$903.9K
2026-08-21Mendonca RogerioPresident, Equipment GroupSold2,919$867.1K ×2
2026-05-05DeNinno David LExec VP, General Counsel, Sec.Sold2,500$663.7K
2026-08-04Santana RafaelPresident and CEOSold1,163$347.8K ×4
2026-08-05Santana RafaelPresident and CEOSold1,163$345.4K ×4
2026-10-06Santana RafaelPresident and CEOSold1,087$318.2K ×4
2026-10-05Santana RafaelPresident and CEOSold1,087$317.2K ×6
2026-05-05Santana RafaelPresident and CEOSold1,163$308.1K ×4
2026-05-04Santana RafaelPresident and CEOSold1,163$306.8K ×5
2026-07-06Santana RafaelPresident and CEOSold1,163$304.8K ×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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202641$10.8M37,69381080.0%
Q2 20261,195$44.9B166,356,9221133923830.2%
Q1 20261,158$39.2B157,038,6351393623470.1%
Q4 20251,123$33.9B158,633,926813383470.1%
Q3 20251,093$31.6B157,575,200973313510.2%
Q2 20251,117$33.0B157,440,7561363633430.2%
Q1 20251,044$28.7B157,972,268983033700.2%
Q4 20241,064$30.3B159,594,454813033570.3%
Q3 2024987$28.7B156,648,2481012813440.6%
Q2 2024983$25.7B161,058,5711063393131.1%
Q1 2024927$24.6B168,421,389912723140.4%
Q4 2023887$21.2B166,193,100902572750.4%
Q3 2023821$17.5B164,040,217722352760.4%
Q2 2023810$18.1B164,428,211592292690.6%
Q1 2023812$16.8B165,908,091952242590.6%
Q4 2022793$16.5B164,694,6331222162140.7%
Q3 2022698$13.9B169,985,873601932450.7%
Q2 2022710$13.6B164,666,177592102440.6%
Q1 2022733$16.0B166,026,710752222500.4%
Q4 2021719$15.9B170,347,151682022211.6%
Q3 2021684$14.8B170,880,265652081980.7%
Q2 2021667$14.2B171,094,818712062180.6%
Q1 2021664$13.3B166,976,325661982450.6%
Q4 2020684$12.4B167,784,866781932370.6%
Q3 2020628$10.6B170,917,684591672380.5%
Q2 2020628$9.8B169,438,993741782530.6%
Q1 2020619$8.4B173,735,767551742720.4%
Q4 2019733$14.7B188,151,962771802920.6%
Q3 2019706$14.0B191,010,411652312741.7%
Q2 2019715$14.2B192,170,141652482852.8%
Q1 2019799$11.4B151,485,657422239992.4%
Q4 2018405$7.0B97,559,74241182.7%