TSX:TWM - Post Discussion
Post by
TVR on Jan 05, 2024 12:25pm
Institutional Ownership of TWM
Data from Yahoo Finance on Insitutional Holdings in TWM (NOTE: This data appears to only include US institutions since there are no Canadian firms on the list and probably SIGNIFICANTLY understates total institutional ownership). Birch Hill are"institutional" and their 23% holding is not listed. Real institutional ownership probably 70% or more.
Major Holders
Currency in CAD Breakdown
| 6.40% | % of Shares Held by All Insider |
| 29.53% | % of Shares Held by Institutions |
| 31.55% | % of Float Held by Institutions |
| 22 | Number of Institutions Holding Shares |
Top Institutional Holders
| Holder | Shares | Date Reported | % Out | Value |
| DFA International Small Cap Value Portfolio | 1,827,451 | Oct 30, 2023 | 0.43% | 1,882,274 |
| DFA Investment Dimensions-Canadian Small Company Series | 1,358,267 | Oct 30, 2023 | 0.32% | 1,399,014 |
| Cohen & Steers MLP & Energy Opportunity Fund | 832,480 | Aug 30, 2023 | 0.20% | 857,454 |
| DFA International Core Equity Portfolio | 582,130 | Jul 30, 2023 | 0.14% | 599,593 |
| Avantis International Small Cap Value ETF | 305,709 | Oct 30, 2023 | 0.07% | 314,880 |
| DFA International Vector Equity Port | 165,800 | Oct 30, 2023 | 0.04% | 170,773 |
| DFA Investment Dimensions-World Ex U.S. Core Equity Port | 119,343 | Jul 30, 2023 | 0.03% | 122,923 |
| Dimensional ETF Tr-Dimensional World ex U.S. Core Equity 2 ETF | 109,000 | Jul 30, 2023 | 0.03% | 112,269 |
| DFA International Sustainability Core 1 Portfolio | 113,657 | Oct 30, 2023 | 0.03% | 117,066 |
| John Hancock Fds II-International Small Company Fund | 97,265 | Sep 29, 2023 | 0.02% | 100,182 |
I will see if I can find any info on Canadian institutional ownership of TWM
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