TIMKEN CO TKR
COM · Common Stock · CUSIP 887389104 · ISIN US8873891043
- SectorIndustrials
- IndustryBall & Roller Bearings
- HeadquartersNorth Canton, OH
- Founded1899
- Websitetimken.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($14.7m this quarter). Holder counts are more reliable. Shares outstanding: 69.3m as of 2026-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $145.06. Options: 13 managers hold calls ($94.2m notional), 7 hold puts ($20.2m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 345 |
| Q4 2022 | 399 |
| Q1 2023 | 423 |
| Q2 2023 | 417 |
| Q3 2023 | 423 |
| Q4 2023 | 445 |
| Q1 2024 | 442 |
| Q2 2024 | 451 |
| Q3 2024 | 466 |
| Q4 2024 | 439 |
| Q1 2025 | 424 |
| Q2 2025 | 444 |
| Q3 2025 | 430 |
| Q4 2025 | 470 |
| Q1 2026 | 535 |
| Q2 2026 | 605 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 207 | 208 |
| Q4 2024 | 181 | 232 |
| Q1 2025 | 196 | 197 |
| Q2 2025 | 212 | 210 |
| Q3 2025 | 207 | 186 |
| Q4 2025 | 221 | 203 |
| Q1 2026 | 277 | 204 |
| Q2 2026 | 338 | 223 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $5.3m | $2.3m | 0.43 |
| Q4 2025 | $12.6m | $2.2m | 0.18 |
| Q1 2026 | $21.6m | $2.8m | 0.13 |
| Q2 2026 | $94.2m | $20.2m | 0.21 |
Biggest buyers
| JPMORGAN CHASE & CO | Added | +1.3m |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Added | +949.7k |
| Nuveen, LLC | Added | +718.6k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +620.4k |
| SEGALL BRYANT & HAMILL, LLC | Added | +376.9k |
| Robeco Schweiz AG | New | +235.2k |
| MORGAN STANLEY | Added | +221.9k |
| Quantinno Capital Management LP | Added | +215.1k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Added | +210.4k |
| Lodge Hill Capital, LLC | New | +200.0k |
Biggest sellers
| AMERICAN CENTURY COMPANIES INC | Reduced | -1.2m |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Reduced | -1.1m |
| Balyasny Asset Management L.P. | Reduced | -710.2k |
| COOKE & BIELER LP | Reduced | -576.2k |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -481.4k |
| Alyeska Investment Group, L.P. | Reduced | -465.9k |
| Invesco Ltd. | Reduced | -453.2k |
| FULLER & THALER ASSET MANAGEMENT, INC. | Reduced | -249.3k |
| Channing Capital Management, LLC | Reduced | -207.8k |
| Clean Energy Transition LLP | Reduced | -176.3k |
Biggest calls
| PEAK6 LLC | Added | $28.4m195.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $14.9m102.7k shares |
| Troluce Capital Advisors LLC | New | $14.3m98.4k shares |
| MILLENNIUM MANAGEMENT LLC | New | $9.1m62.4k shares |
| SCOPUS ASSET MANAGEMENT, L.P. | Unchanged | $7.3m50.0k shares |
| CITADEL ADVISORS LLC | Added | $5.8m39.8k shares |
| JPMORGAN CHASE & CO | New | $3.6m25.0k shares |
| IMC-Chicago, LLC | Added | $3.5m24.4k shares |
| JANE STREET GROUP, LLC | Added | $2.8m19.4k shares |
| GROUP ONE TRADING LLC | Added | $1.9m13.2k shares |
Biggest puts
| SCOPUS ASSET MANAGEMENT, L.P. | Added | $10.2m70.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.5m24.1k shares |
| CITADEL ADVISORS LLC | New | $2.0m14.1k shares |
| JANE STREET GROUP, LLC | New | $1.5m10.3k shares |
| IMC-Chicago, LLC | Added | $1.4m9.5k shares |
| GROUP ONE TRADING LLC | New | $1.1m7.4k shares |
| SIMPLEX TRADING, LLC | New | $552.2k3.8k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
No one currently above 5% in the filings since 19 Dec 2024.
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27), AMERICAN CENTURY INVESTMENT MANAGEMENT INC (4.3%, 2026-02-13), FMR LLC (4.0%, 2026-02-05)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 1 | $4.8m | — |
| Q1 2025 | 0 | — | 3 | $5.3m | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 1 | $385.4k | — |
| Q4 2025 | 0 | — | 1 | $1.3m | — |
| Q1 2026 | 0 | — | 3 | $6.8m | — |
| Q2 2026 | 0 | — | 3 | $8.3m | — |
| Q3 2026 | 0 | — | 1 | $1.7m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-10 | Kyle Richard G Director | Sold | $1.7m13.6k shares |
| 2026-06-05 | Rajendra Ajita G Director | Sold | $1.1m8.4k shares |
| 2026-05-27 | Kyle Richard G Director | Sold | $1.1m8.4k shares |
| 2026-05-08 | Kyle Richard G Director | Sold | $4.4m37.2k shares |
| 2026-05-08 | TIMKEN JOHN M JR Director | Sold | $1.7m15.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 6.0m $870.0m | Added +188.7k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 3.3m $483.8m | Added +49.7k |
| DIMENSIONAL FUND ADVISORS LP 0.08% of their portfolio | 3.1m $447.4m | Added +191.7k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 2.8m $411.6m | Added +8.4k |
| STATE STREET CORP 0.01% of their portfolio | 2.0m $295.7m | Added +63.4k |
| FMR LLC 0.01% of their portfolio | 2.0m $288.7m | Added +66.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.8m $264.0m | Added +620.4k |
| BROWN ADVISORY INC 0.38% of their portfolio | 1.7m $247.5m | Reduced -9.5k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.5m $219.2m | Added +1.3m |
| VICTORY CAPITAL MANAGEMENT INC 0.11% of their portfolio | 1.3m $195.9m | Reduced -481.4k |
| EARNEST PARTNERS LLC 0.59% of their portfolio | 1.1m $165.0m | Reduced -33.4k |
| MORGAN STANLEY 0.01% of their portfolio | 1.0m $151.6m | Added +221.9k |
| Nuveen, LLC 0.03% of their portfolio | 1.0m $146.5m | Added +718.6k |
| NORGES BANK 0.01% of their portfolio | 995.4k $144.7m | Not comparable |
| TWO SIGMA INVESTMENTS, LP 0.11% of their portfolio | 975.8k $141.8m | Reduced -1.7k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 968.6k $140.8m | Reduced -65.5k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.42% of their portfolio | 954.8k $138.8m | Added +949.7k |
| Thrivent Financial for Lutherans 0.20% of their portfolio | 833.5k $121.1m | Reduced -88.0k |
| SEGALL BRYANT & HAMILL, LLC 1.43% of their portfolio | 828.4k $120.4m | Added +376.9k |
| KEYBANK NATIONAL ASSOCIATION/OH 0.40% of their portfolio | 828.3k $120.4m | Added +3.4k |
| Balyasny Asset Management L.P. 0.22% of their portfolio | 809.6k $117.6m | Reduced -710.2k |
| Nykredit A/S 0.34% of their portfolio | 747.9k $108.7m | First filing |
| Invesco Ltd. 0.01% of their portfolio | 741.8k $107.8m | Reduced -453.2k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.16% of their portfolio | 728.9k $105.9m | Reduced -21.6k |
| Channing Capital Management, LLC 2.42% of their portfolio | 722.4k $105.0m | Reduced -207.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 721.6k $104.9m | Reduced -7.8k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 618.6k $89.9m | Added +35.9k |
| Alyeska Investment Group, L.P. 0.23% of their portfolio | 614.6k $89.3m | Reduced -465.9k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 612.3k $89.0m | Added +154.6k |
| Quantinno Capital Management LP 0.11% of their portfolio | 611.6k $88.9m | Added +215.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.04% of their portfolio | 595.0k $86.5m | Reduced -37.9k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.03% of their portfolio | 548.7k $79.7m | Added +210.4k |
| DEPRINCE RACE & ZOLLO INC 1.28% of their portfolio | 526.7k $76.5m | Reduced -28.7k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.06% of their portfolio | 522.8k $76.0m | Added +4.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 497.9k $72.4m | Added +19.9k |
| Gotham Asset Management, LLC 0.16% of their portfolio | 462.6k $67.2m | Added +38.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.08% of their portfolio | 434.0k $63.1m | Reduced -30.6k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.18% of their portfolio | 426.7k $62.0m | Reduced -1.1m |
| AGF MANAGEMENT LTD 0.23% of their portfolio | 404.1k $58.7m | Reduced -3.3k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 399.7k $58.1m | Added +6.2k |
| UBS Group AG 0.01% of their portfolio | 398.0k $57.8m | Added +179.2k |
| TD Asset Management Inc 0.04% of their portfolio | 348.8k $50.7m | Added +5.3k |
| Russell Investments Group, Ltd. 0.04% of their portfolio | 345.2k $50.2m | Added +1.1k |
| COOKE & BIELER LP 0.57% of their portfolio | 337.7k $49.1m | Reduced -576.2k |
| Owls Nest Partners IA, LLC 15.78% of their portfolio | 334.6k $48.6m | Reduced -41.5k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.13% of their portfolio | 319.4k $46.4m | Reduced -249.3k |
| Bridgewater Associates, LP 0.18% of their portfolio | 302.7k $44.0m | Added +110.8k |
| SEI INVESTMENTS CO 0.04% of their portfolio | 297.5k $43.2m | Reduced -47.8k |
| Wealth High Governance Asset Management Ltda. 4.48% of their portfolio | 289.6k $42.1m | Added +159.7k |
| First Eagle Investment Management, LLC 0.03% of their portfolio | 284.6k $41.4m | Added +192.7k |
| GABELLI FUNDS LLC 0.26% of their portfolio | 276.1k $40.1m | Reduced -513 |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 274.6k $39.9m | Reduced -1.2m |
| Squarepoint Ops LLC 0.08% of their portfolio | 274.3k $39.9m | Reduced -24.0k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 267.5k $26.9m | Added +132.1k |
| Allspring Global Investments Holdings, LLC 0.06% of their portfolio | 255.5k $36.2m | Reduced -1.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 237.9k $34.6m | Added +132.2k |
| Robeco Schweiz AG 0.55% of their portfolio | 235.2k $34.2m | New |
| CRAMER ROSENTHAL MCGLYNN LLC 1.73% of their portfolio | 234.8k $34.1m | Added +132.4k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 213.7k $31.0m | Reduced -34.0k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.28% of their portfolio | 206.7k $30.0m | Reduced -171.5k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 203.8k $29.6m | Added +54.0k |
| ROYCE & ASSOCIATES LP 0.24% of their portfolio | 201.6k $29.3m | Reduced -72.5k |
| Lodge Hill Capital, LLC 4.87% of their portfolio | 200.0k $29.1m | New |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 198.6k $28.9m | New |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 193.2k $27.8m | Added +12.7k |
| Tidal Investments LLC 0.07% of their portfolio | 192.7k $28.0m | Added +5.7k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 191.0k $27.8m | Added +26.8k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 185.6k $27.0m | Added +3.2k |
| Baird Financial Group, Inc. 0.04% of their portfolio | 182.8k $26.6m | New |
| STANSBERRY ASSET MANAGEMENT, LLC 2.42% of their portfolio | 181.7k $26.4m | Reduced -4.1k |
| TD Waterhouse Canada Inc. 0.07% of their portfolio | 178.5k $25.3m | Added +63.6k |
| BECKER CAPITAL MANAGEMENT INC 0.69% of their portfolio | 176.2k $25.6m | Reduced -6.7k |
| Cartenna Capital, LP 0.94% of their portfolio | 175.0k $25.4m | Added +25.0k |
| NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio | 174.8k $25.4m | Added +165.0k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 173.2k $25.2m | Reduced -10.8k |
| CONGRUENCE CAPITAL, LLC 6.48% of their portfolio | 170.6k $24.8m | Added +11.3k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 170.3k $24.7m | Added +948 |
| Tema ETFs LLC 0.80% of their portfolio | 169.4k $24.6m | First filing |
| Dilation Capital Management LP 9.73% of their portfolio | 165.9k $24.1m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 162.7k $23.6m | Added +1.7k |
| BANK OF NOVA SCOTIA 0.03% of their portfolio | 157.4k $22.9m | New |
| Clean Energy Transition LLP 1.57% of their portfolio | 155.4k $22.6m | Reduced -176.3k |
| Walleye Capital LLC 0.11% of their portfolio | 153.6k $22.3m | Reduced -130.5k |
| California Public Employees Retirement System 0.01% of their portfolio | 148.9k $21.6m | Added +6.7k |
| Pembroke Management, LTD 1.53% of their portfolio | 148.5k $21.6m | New |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.35% of their portfolio | 147.5k $21.4m | Reduced -23.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 145.7k $21.2m | Added +2.9k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 131.0k $19.0m | Added +15.3k |
| BRANDES INVESTMENT PARTNERS, LP 0.13% of their portfolio | 129.7k $18.8m | Reduced -123.5k |
| Swiss National Bank 0.01% of their portfolio | 129.5k $18.8m | Reduced -1.4k |
| Swedbank AB 0.02% of their portfolio | 127.2k $18.5m | New |
| Janney Montgomery Scott LLC 0.03% of their portfolio | 117.8k $17.1m | Reduced -11.1k |
| WESTWOOD HOLDINGS GROUP INC 0.13% of their portfolio | 117.1k $17.0m | Reduced -99.5k |
| LSV ASSET MANAGEMENT 0.03% of their portfolio | 117.1k $17.0m | Reduced -1.5k |
| PINNBROOK CAPITAL MANAGEMENT LP 2.74% of their portfolio | 113.5k $16.5m | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% of their portfolio | 112.3k $16.3m | Reduced -5.5k |
| BW Gestao de Investimentos Ltda. 0.39% of their portfolio | 110.4k $16.0m | Added +40.3k |
| Wealth High Governance Capital Ltda 4.80% of their portfolio | 110.4k $16.0m | Added +40.3k |
| Retirement Systems of Alabama 0.05% of their portfolio | 105.4k $15.3m | Reduced -12.3k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 0.12% of their portfolio | 105.4k $15.3m | Reduced -128.0k |