Worthington Steel, Inc. (WS) shareholders
WSNYSESteel Works, Blast Furnaces & Rolling & Finishing MillsFiscal year ends May 31
Financials through Q1 FY2027, quarter ended Aug 31, 2026Last filing: 10-Q on Oct 13, 2026Score 4/301% above fair value
$38.05−0.49 (-1.27%)
Close on Nov 13, 2026Market cap $1.95BP/E –Yield 1.68%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
55.0%
28M of 51M shares
Institutional holders
236
29 new, 31 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
3 buys · 11 sales
Net sold $2.11M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| John P. McConnell | 17,159,808 | 34.30% | 13D (active) | Dec 1, 2023 |
| BlackRock, Inc. | 4,973,243 | 9.96% | 13G (passive) amendment | Mar 31, 2026 |
| Dimensional Fund Advisors LP | 2,566,114 | 5.10% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of WS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,107,237 | 9.97% | $171.50M | +2,608 | 0.00% |
| Dimensional Fund Advisors LP | 2,566,114 | 5.01% | $86.18M | +45,796 | 0.02% |
| Vanguard Portfolio Management LLC | 2,280,211 | 4.45% | $76.57M | +3,935 | 0.00% |
| State Street Corp | 2,078,892 | 4.06% | $69.81M | −185,464 | 0.00% |
| Vanguard Capital Management LLC | 1,650,805 | 3.22% | $55.43M | +27,353 | 0.00% |
| T. Rowe Price Investment Management, Inc. | 1,218,254 | 2.38% | $40.91M | +689,953 | 0.03% |
| Alliancebernstein L.P. | 943,738 | 1.84% | $28.64M | −12,503 | 0.01% |
| Geode Capital Management, LLC | 890,497 | 1.74% | $29.91M | +52,607 | 0.00% |
| Fisher Asset Management, LLC | 640,136 | 1.25% | $21.50M | +384,200 | 0.01% |
| Charles Schwab Investment Management Inc | 619,598 | 1.21% | $20.81M | −119,459 | 0.00% |
| Teacher Retirement System Of Texas | 589,218 | 1.15% | $19.79M | +24,421 | 53.10% |
| Invesco Ltd. | 512,451 | 1.00% | $17.21M | +134,937 | 0.00% |
| Morgan Stanley | 440,834 | 0.86% | $14.80M | −47,851 | 0.00% |
| Goldman Sachs Group Inc | 398,032 | 0.78% | $13.37M | +43,022 | 0.00% |
| Northern Trust Corp | 388,242 | 0.76% | $13.04M | +25,056 | 0.00% |
| Bridgeway Capital Management, LLC | 386,495 | 0.75% | $12.98M | +3,133 | 0.23% |
| Lsv Asset Management | 369,054 | 0.72% | $12.39M | −44,531 | 0.02% |
| Nuveen, LLC | 363,821 | 0.71% | $12.22M | +74,457 | 0.00% |
| Bank of New York Mellon Corp | 345,942 | 0.68% | $11.62M | +4,532 | 0.00% |
| FIL Ltd | 325,221 | 0.63% | $10.92M | −35,288 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 236 | 28M | 55.0% | 29 / 81 | 71 / 31 | 2M | 2M |
| Q1 2026 | 244 | 28M | 54.3% | 37 / 80 | 66 / 29 | 7M | 2M |
| Q4 2025 | 241 | 27M | 51.9% | 41 / 69 | 73 / 17 | 2M | 2M |
| Q3 2025 | 217 | 26M | 51.5% | 27 / 75 | 58 / 17 | 3M | 2M |
| Q2 2025 | 209 | 25M | 48.8% | 28 / 77 | 56 / 23 | 2M | 2M |
| Q1 2025 | 207 | 25M | 48.5% | 25 / 70 | 59 / 23 | 3M | 2M |
| Q4 2024 | 207 | 25M | 48.0% | 29 / 74 | 60 / 37 | 3M | 2M |
| Q3 2024 | 219 | 23M | 45.4% | 28 / 83 | 59 / 17 | 7M | 2M |
| Q2 2024 | 211 | 23M | 45.5% | 37 / 75 | 49 / 18 | 2M | 3M |
| Q1 2024 | 195 | 24M | 46.7% | 42 / 34 | 71 / 38 | 4M | 3M |
| Q4 2023 | 193 | 23M | 45.4% | 193 / 0 | 0 / 0 | 23M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
253 funds held WS in Q2 2026, 67% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of WS | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1,959,410 | 3.83% | $65.80M | 0.06% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,212,520 | 2.37% | $40.72M | 0.00% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 872,601 | 1.70% | $29.30M | 0.02% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 857,224 | 1.67% | $28.79M | 0.03% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Metals & Mining ETF | 778,962 | 1.52% | $26.16M | 0.60% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 553,577 | 1.08% | $18.59M | 0.03% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 459,285 | 0.90% | $15.42M | 0.15% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 406,396 | 0.79% | $14.63M | 0.08% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 373,050 | 0.73% | $12.53M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 365,340 | 0.71% | $13.16M | 0.04% | Jul 31, 2026 |
| U.S. Targeted Value Portfolio | 327,307 | 0.64% | $11.79M | 0.07% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 315,225 | 0.62% | $10.59M | 0.07% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 298,116 | 0.58% | $10.01M | 0.06% | Jun 30, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 296,566 | 0.58% | $12.51M | 0.14% | May 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 291,131 | 0.57% | $10.48M | 0.07% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Geoffrey G. Gilmore | President and CEO, Director | 366,050 | 0.71% | Oct 13, 2026 |
| John B. Blystone | Executive Chairman, Director | 249,043 | 0.49% | Oct 13, 2026 |
| Joseph Heuer | General Counsel | 23,213 | 0.05% | Oct 28, 2026 |
| George John Ganem III | CEO Americas Kloeckner Metals | 800 | 0.00% | Oct 28, 2026 |
| Clifford Larivey | President Flat Rolled Stl Proc | 26,351 | 0.05% | Oct 21, 2026 |
| Jeffrey R. Klingler | Chief Operating Officer | 117,076 | 0.23% | Oct 13, 2026 |
| Timothy A. Adams | Chief Financial Officer | 59,970 | 0.12% | Oct 13, 2026 |
| Gwen Joseph | Corporate Controller | 2,536 | 0.00% | Jun 30, 2026 |
| Guido Kerkhoff | CEO Kloeckner & Co. SE | 0 | – | Jun 15, 2026 |
| Steven R. Witt | Controller | 38,137 | 0.07% | Jun 30, 2025 |
| Mary Fackler Schiavo | Director | 102,404 | 0.20% | Oct 13, 2026 |
| Nancy G. Mistretta | Director | 21,018 | 0.04% | Oct 13, 2026 |
| Jon J. Bowsher | Director | 23,518 | 0.05% | Oct 13, 2026 |
| George P. Stoe | Director | 29,516 | 0.06% | Oct 13, 2026 |
| Scott J. Kelly | Director | 21,782 | 0.04% | Oct 13, 2026 |
| John H. McConnell II | Director | 49,037 | 0.10% | Oct 13, 2026 |
| Charles M. Chiappone | Director | 22,868 | 0.04% | Oct 13, 2026 |
| Sidney A. Ribeau | Director | 84,468 | 0.16% | Oct 13, 2026 |
| Mark C. Davis | Director | 26,844 | 0.05% | Oct 13, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Joseph Heuer General Counsel | Oct 26, 2026 | Tax withholding | −1,441 | $42.23 | $60.85K | 23,213 |
| Clifford Larivey President Flat Rolled Stl Proc | Oct 19, 2026 | Sale(10b5-1 plan) | −300 | $41.00 | $12.30K | 26,351 |
| Clifford Larivey President Flat Rolled Stl Proc | Oct 19, 2026 | Sale(10b5-1 plan) | −6,868 | $40.14 | $275.70K | 26,651 |
| Clifford Larivey President Flat Rolled Stl Proc | Oct 16, 2026 | Sale(10b5-1 plan) | −18,370 | $40.31 | $740.54K | 33,519 |
| George John Ganem III CEO Americas Kloeckner Metals | Oct 15, 2026 | Buy | +800 | $39.37 | $31.49K | 800 |
| Clifford Larivey President Flat Rolled Stl Proc | Oct 15, 2026 | Sale(10b5-1 plan) | −1,100 | $40.04 | $44.04K | 51,889 |
| Charles M. Chiappone Director | Oct 8, 2026 | Award | +5,625 | – | – | 22,868 |
| Mark C. Davis Director | Oct 8, 2026 | Award | +5,625 | – | – | 26,844 |
| Nancy G. Mistretta Director | Oct 8, 2026 | Award | +5,625 | – | – | 21,018 |
| George P. Stoe Director | Oct 8, 2026 | Award | +7,453 | – | – | 29,516 |
| Sidney A. Ribeau Director | Oct 8, 2026 | Award | +5,625 | – | – | 84,468 |
| John B. Blystone Executive Chairman, Director | Oct 8, 2026 | Award | +7,086 | – | – | 249,043 |
| Mary Fackler Schiavo Director | Oct 8, 2026 | Award | +5,625 | – | – | 102,404 |
| John H. McConnell II Director | Oct 8, 2026 | Award | +5,625 | – | – | 48,792 |
| Clifford Larivey President Flat Rolled Stl Proc | Oct 8, 2026 | Award | +4,642 | – | – | 52,989 |
| Jeffrey R. Klingler Chief Operating Officer | Oct 8, 2026 | Award | +8,777 | – | – | 112,475 |
| Joseph Heuer General Counsel | Oct 8, 2026 | Award | +5,485 | – | – | 24,654 |
| Geoffrey G. Gilmore President and CEO, Director | Oct 8, 2026 | Award | +17,084 | – | – | 366,050 |
| Timothy A. Adams Chief Financial Officer | Oct 8, 2026 | Award | +6,494 | – | – | 59,970 |
| Scott J. Kelly Director | Oct 8, 2026 | Award | +5,625 | – | – | 21,782 |
| Jon J. Bowsher Director | Oct 8, 2026 | Award | +5,625 | – | – | 23,518 |
| Clifford Larivey President Flat Rolled Stl Proc | Oct 6, 2026 | Sale(10b5-1 plan) | −200 | $40.00 | $8.00K | 48,347 |
| Clifford Larivey President Flat Rolled Stl Proc | Sep 28, 2026 | Tax withholding | −21,607 | $36.87 | $796.65K | 48,547 |
| Clifford Larivey President Flat Rolled Stl Proc | Jul 7, 2026 | Award | +2,906 | – | – | 71,451 |
| Clifford Larivey President Flat Rolled Stl Proc | Jul 7, 2026 | Tax withholding | −1,297 | $32.16 | $41.71K | 70,154 |
| Timothy A. Adams Chief Financial Officer | Jul 7, 2026 | Tax withholding | −1,266 | $32.16 | $40.71K | 53,476 |
| Timothy A. Adams Chief Financial Officer | Jul 7, 2026 | Award | +2,837 | – | – | 54,742 |
| Geoffrey G. Gilmore President and CEO, Director | Jul 7, 2026 | Award | +23,664 | – | – | 359,521 |
| Geoffrey G. Gilmore President and CEO, Director | Jul 7, 2026 | Tax withholding | −10,555 | $32.16 | $339.45K | 348,966 |
| John B. Blystone Executive Chairman, Director | Jul 7, 2026 | Tax withholding | −6,408 | $32.16 | $206.08K | 241,957 |
| John B. Blystone Executive Chairman, Director | Jul 7, 2026 | Award | +14,750 | – | – | 248,365 |
| Jeffrey R. Klingler Chief Operating Officer | Jul 7, 2026 | Tax withholding | −3,861 | $32.16 | $124.17K | 103,698 |
| Jeffrey R. Klingler Chief Operating Officer | Jul 7, 2026 | Award | +8,655 | – | – | 107,559 |
| Jeffrey R. Klingler Chief Operating Officer | Jun 30, 2026 | Tax withholding | −4,898 | $33.58 | $164.47K | 98,904 |
| Timothy A. Adams Chief Financial Officer | Jun 30, 2026 | Tax withholding | −1,153 | $33.58 | $38.72K | 51,905 |
| Geoffrey G. Gilmore President and CEO, Director | Jun 30, 2026 | Tax withholding | −9,075 | $33.58 | $304.74K | 335,857 |
| Clifford Larivey President Flat Rolled Stl Proc | Jun 30, 2026 | Tax withholding | −1,873 | $33.58 | $62.90K | 68,545 |
| John B. Blystone Executive Chairman, Director | Jun 29, 2026 | Tax withholding | −7,414 | $35.16 | $260.68K | 233,615 |
| Joseph Heuer General Counsel | Jun 26, 2026 | Award | +4,890 | – | – | 19,169 |
| Gwen Joseph Corporate Controller | Jun 26, 2026 | Award | +1,630 | – | – | 4,166 |
| Timothy A. Adams Chief Financial Officer | Jun 26, 2026 | Award | +8,150 | – | – | 52,248 |
| Jeffrey R. Klingler Chief Operating Officer | Jun 26, 2026 | Award | +10,590 | – | – | 103,802 |
| Geoffrey G. Gilmore President and CEO, Director | Jun 26, 2026 | Award | +39,915 | – | – | 344,932 |
| Clifford Larivey President Flat Rolled Stl Proc | Jun 26, 2026 | Award | +6,110 | – | – | 70,418 |
| John B. Blystone Executive Chairman, Director | Jun 26, 2026 | Award | +14,665 | – | – | 241,029 |
| Jeffrey R. Klingler Chief Operating Officer | Jun 2, 2026 | Option exercise | +3,442 | $18.64 | $64.16K | 96,654 |
| Jeffrey R. Klingler Chief Operating Officer | Jun 2, 2026 | Option exercise | +6,259 | $21.51 | $134.63K | 102,913 |
| Jeffrey R. Klingler Chief Operating Officer | Jun 2, 2026 | Option exercise | +10,335 | $14.37 | $148.51K | 113,248 |
| Jeffrey R. Klingler Chief Operating Officer | Jun 2, 2026 | Sale(10b5-1 plan) | −14,008 | $43.52 | $609.63K | 99,240 |
| Jeffrey R. Klingler Chief Operating Officer | Jun 2, 2026 | Sale(10b5-1 plan) | −6,028 | $44.53 | $268.43K | 93,212 |
| Jeffrey R. Klingler Chief Operating Officer | Jun 1, 2026 | Option exercise | +200 | $21.51 | $4.30K | 93,412 |
| Jeffrey R. Klingler Chief Operating Officer | Jun 1, 2026 | Sale(10b5-1 plan) | −200 | $43.00 | $8.60K | 93,212 |
| Timothy A. Adams Chief Financial Officer | Jun 1, 2026 | Sale(10b5-1 plan) | −1,267 | $42.77 | $54.19K | 44,098 |
| Timothy A. Adams Chief Financial Officer | Jun 1, 2026 | Option exercise | +2,367 | $13.10 | $31.01K | 46,465 |
| Timothy A. Adams Chief Financial Officer | Jun 1, 2026 | Sale(10b5-1 plan) | −1,100 | $41.70 | $45.87K | 45,365 |
| Clifford Larivey President Flat Rolled Stl Proc | May 22, 2026 | Sale(10b5-1 plan) | −11,105 | $40.09 | $445.20K | 64,308 |
| Clifford Larivey President Flat Rolled Stl Proc | May 22, 2026 | Option exercise | +1,399 | $21.51 | $30.09K | 71,883 |
| Clifford Larivey President Flat Rolled Stl Proc | May 22, 2026 | Option exercise | +2,046 | $14.37 | $29.40K | 73,929 |
| Clifford Larivey President Flat Rolled Stl Proc | May 22, 2026 | Option exercise | +610 | $34.10 | $20.80K | 75,413 |
| Clifford Larivey President Flat Rolled Stl Proc | May 22, 2026 | Option exercise | +874 | $33.36 | $29.16K | 74,803 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
3.84%
2M shares short
Days to cover
4.3
At 0M shares a day
Change since last report
-0.8%
From 2M shares
Short volume, 20 days
70.4%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Worthington Steel's stock actually held short. Settlement fails (shares not delivered on time) peaked at 24,669 shares on Oct 14, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Clifford Larivey Officer | Oct 6, 2026 | 26,838 | $1.05M | Oct 6, 2026 | Restricted Stock Awards |
| Tim A Adams Officer | Jun 1, 2026 | 2,367 | $99.86K | Jun 1, 2026 | Exercise of Stock Options |
| Jeffrey R. Klingler Officer | Jun 1, 2026 | 20,236 | $853.76K | Jun 1, 2026 | Exercise of Stock Options |
| Clifford Larivey Officer | May 22, 2026 | 11,105 | $433.10K | May 22, 2026 | Exercise of Stock Options |
| Carl A. Nelson Jr Director | Apr 25, 2024 | 12,000 | $2.97M | Apr 25, 2024 | Board Compensation |
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