WILLSCOT HLDGS CORP WSC
COM CL A · Common Stock · CUSIP 971378104 · ISIN US9713781048
Mobile offices and portable storage units provider
- SectorIndustrials
- IndustryServices-Miscellaneous Equipment Rental & Leasing
- HeadquartersScottsdale, AZ
- Founded2020
- Websitewillscotmobilemini.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 ($5.9m this quarter). Holder counts are more reliable. Shares outstanding: 181.2m as of 2026-07-30, 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 ≈ $28.59. Options: 11 managers hold calls ($18.0m notional), 8 hold puts ($6.9m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 374 |
| Q4 2022 | 402 |
| Q1 2023 | 425 |
| Q2 2023 | 422 |
| Q3 2023 | 400 |
| Q4 2023 | 418 |
| Q1 2024 | 442 |
| Q2 2024 | 411 |
| Q3 2024 | 395 |
| Q4 2024 | 395 |
| Q1 2025 | 384 |
| Q2 2025 | 383 |
| Q3 2025 | 361 |
| Q4 2025 | 332 |
| Q1 2026 | 335 |
| Q2 2026 | 372 |
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 | 175 | 236 |
| Q4 2024 | 171 | 232 |
| Q1 2025 | 209 | 200 |
| Q2 2025 | 206 | 194 |
| Q3 2025 | 177 | 201 |
| Q4 2025 | 162 | 206 |
| Q1 2026 | 170 | 159 |
| Q2 2026 | 194 | 176 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $51.5m | $26.2m | 0.51 |
| Q4 2025 | $11.9m | $5.1m | 0.43 |
| Q1 2026 | $6.5m | $5.5m | 0.85 |
| Q2 2026 | $18.0m | $6.9m | 0.38 |
Biggest buyers
| FULLER & THALER ASSET MANAGEMENT, INC. | New | +2.9m |
| FRANKLIN RESOURCES INC | Added | +2.7m |
| Cartenna Capital, LP | New | +1.8m |
| LORD, ABBETT & CO. LLC | Added | +1.6m |
| Alyeska Investment Group, L.P. | Added | +1.5m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +1.2m |
| CRAMER ROSENTHAL MCGLYNN LLC | Added | +668.3k |
| Clearbridge Investments, LLC | Added | +557.7k |
| Schonfeld Strategic Advisors LLC | New | +471.2k |
| Empire Life Investments Inc. | New | +401.6k |
Biggest sellers
| TURTLE CREEK ASSET MANAGEMENT INC. | Reduced | -3.4m |
| Van Berkom & Associates Inc. | Reduced | -3.3m |
| ROYAL LONDON ASSET MANAGEMENT LTD | Sold out | -2.5m |
| Coliseum Capital Management, LLC | Reduced | -1.9m |
| JPMORGAN CHASE & CO | Reduced | -1.8m |
| Capital World Investors | Sold out | -1.5m |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Sold out | -1.5m |
| Broad Bay Capital Management, LP | Sold out | -1.3m |
| T. Rowe Price Investment Management, Inc. | Reduced | -1.2m |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Sold out | -998.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.0m139.2k shares |
| CastleKnight Management LP | New | $3.5m120.0k shares |
| CITADEL ADVISORS LLC | Added | $2.9m101.1k shares |
| GROUP ONE TRADING LLC | Reduced | $2.2m75.4k shares |
| IMC-Chicago, LLC | Added | $1.3m46.5k shares |
| Twin Tree Management, LP | New | $1.3m45.4k shares |
| JANE STREET GROUP, LLC | New | $684.0k23.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $681.1k23.6k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $571.4k19.8k shares |
| Walleye Capital LLC | Added | $427.1k14.8k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $3.2m109.4k shares |
| CITADEL ADVISORS LLC | Reduced | $1.3m44.9k shares |
| IMC-Chicago, LLC | Added | $652.2k22.6k shares |
| JANE STREET GROUP, LLC | Added | $574.3k19.9k shares |
| GROUP ONE TRADING LLC | Added | $510.8k17.7k shares |
| Walleye Trading LLC | Reduced | $441.6k15.3k shares |
| SIMPLEX TRADING, LLC | Added | $193.4k6.7k shares |
| Walleye Capital LLC | Reduced | $86.6k3.0k 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.
| Holder | Stake |
|---|---|
| FMR LLC 13G · institution +1.7 pts · filed 2026-05-06 | 15.0% |
| BlackRock, Inc. 13G · institution new · filed 2025-04-03 | 11.8% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.1% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.1% |
Fell to 5% or below in the last year: JPMORGAN CHASE & CO (4.4%, 2026-07-22), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
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 | 5 | $1.1m | 3 | $1.4m | — |
| Q1 2025 | 2 | $433.1k | 1 | $3.3m | — |
| Q2 2025 | 2 | $529.8k | 0 | — | — |
| Q3 2025 | 1 | $125.8k | 1 | $541.9k | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 1 | $4.2m | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-05-13 | Soultz Bradley Lee Director | Sold | $111.9k4.3k shares |
| 2026-05-12 | Soultz Bradley Lee Director | Sold | $2.3m86.4k shares |
| 2026-05-12 | Soultz Bradley Lee Director | Sold | $1.8m65.0k 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 |
|---|---|---|
| FMR LLC 0.03% of their portfolio | 27.1m $783.5m | Added +65.8k |
| BlackRock, Inc. 0.01% of their portfolio | 21.1m $610.1m | Reduced -326.6k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 9.2m $266.5m | Reduced -40.7k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 8.4m $241.1m | Reduced -1.8m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 7.9m $226.7m | Reduced -25.9k |
| STATE STREET CORP 0.01% of their portfolio | 6.0m $173.5m | Added +144.3k |
| T. Rowe Price Investment Management, Inc. 0.11% of their portfolio | 5.6m $162.5m | Reduced -1.2m |
| Capital International Investors 0.03% of their portfolio | 4.9m $142.4m | Added +10.5k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 4.9m $85.6m | Reduced -511.9k |
| SAMLYN CAPITAL, LLC 2.23% of their portfolio | 4.7m $134.2m | Reduced -5.1k |
| Clearbridge Investments, LLC 0.11% of their portfolio | 4.6m $132.8m | Added +557.7k |
| TURTLE CREEK ASSET MANAGEMENT INC. 4.99% of their portfolio | 4.4m $127.6m | Reduced -3.4m |
| Coliseum Capital Management, LLC 10.80% of their portfolio | 4.4m $125.6m | Reduced -1.9m |
| PRIMECAP MANAGEMENT CO/CA/ 0.07% of their portfolio | 4.3m $122.8m | Reduced -23.5k |
| BAILLIE GIFFORD & CO 0.11% of their portfolio | 4.2m $120.8m | Reduced -307.6k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 4.1m $118.3m | Reduced -9.8k |
| COOPERMAN LEON G 3.28% of their portfolio | 4.0m $116.3m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 3.3m $93.9m | Reduced -97.6k |
| Alyeska Investment Group, L.P. 0.23% of their portfolio | 3.1m $88.1m | Added +1.5m |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.23% of their portfolio | 2.9m $83.3m | New |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 2.8m $81.4m | Added +2.7m |
| River Road Asset Management, LLC 0.89% of their portfolio | 2.8m $80.3m | Reduced -153.4k |
| Nykredit A/S 0.24% of their portfolio | 2.6m $75.9m | First filing |
| UBS Group AG 0.01% of their portfolio | 2.5m $72.9m | Added +350.0k |
| Van Berkom & Associates Inc. 2.28% of their portfolio | 2.5m $70.7m | Reduced -3.3m |
| CRAMER ROSENTHAL MCGLYNN LLC 3.48% of their portfolio | 2.4m $68.6m | Added +668.3k |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 0.21% of their portfolio | 2.4m $68.2m | Reduced -442.7k |
| NORGES BANK 0.01% of their portfolio | 2.3m $65.6m | Not comparable |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 2.2m $63.4m | Added +74.1k |
| LORD, ABBETT & CO. LLC 0.17% of their portfolio | 2.0m $57.9m | Added +1.6m |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 1.9m $55.9m | Reduced -271.3k |
| Cartenna Capital, LP 1.92% of their portfolio | 1.8m $51.9m | New |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.04% of their portfolio | 1.7m $49.6m | Added +77.2k |
| Douglas Lane & Associates, LLC 0.67% of their portfolio | 1.7m $49.6m | Added +8.7k |
| MORGAN STANLEY 0.00% of their portfolio | 1.7m $49.0m | Reduced -328.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.5m $43.8m | Added +146.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 1.4m $40.8m | Added +1.2m |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.4m $40.1m | Added +3.7k |
| Copeland Capital Management, LLC 0.80% of their portfolio | 1.3m $38.7m | Reduced -34.1k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.3m $38.5m | Reduced -31.1k |
| BROWN BROTHERS HARRIMAN & CO 0.17% of their portfolio | 1.3m $38.5m | Reduced -152.2k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 1.2m $33.4m | Added +356.9k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 1.1m $32.8m | Added +9.5k |
| Public Sector Pension Investment Board 0.09% of their portfolio | 1.1m $32.6m | Reduced -191.0k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.20% of their portfolio | 1.1m $31.1m | Reduced -18.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.0m $30.3m | Added +208.9k |
| BISLETT MANAGEMENT, LLC 18.17% of their portfolio | 929.5k $26.8m | Reduced -75.5k |
| DIVERSIFIED MANAGEMENT INC 5.59% of their portfolio | 906.3k $26.2m | Reduced -293.6k |
| Chescapmanager LLC 3.36% of their portfolio | 896.3k $25.9m | Unchanged |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 873.0k $25.2m | Reduced -9.1k |
| Ranger Investment Management, L.P. 1.52% of their portfolio | 834.4k $24.1m | Added +348.4k |
| CITIGROUP INC 0.01% of their portfolio | 712.9k $20.6m | Added +165.1k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 700.9k $20.2m | Added +118.3k |
| Walleye Capital LLC 0.10% of their portfolio | 700.4k $20.2m | Added +350.0k |
| Jain Global LLC 0.21% of their portfolio | 615.1k $17.8m | Added +136.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 543.1k $15.7m | Reduced -15.4k |
| Gotham Asset Management, LLC 0.03% of their portfolio | 513.0k $14.8m | Added +123.8k |
| GLENMEDE TRUST CO NA 0.06% of their portfolio | 501.5k $14.5m | Reduced -20.5k |
| GENEVA CAPITAL MANAGEMENT LLC 0.33% of their portfolio | 494.0k $14.3m | Reduced -124.6k |
| Marathon Asset Management Ltd 0.57% of their portfolio | 487.4k $14.1m | Added +50.6k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.02% of their portfolio | 478.4k $13.8m | Added +124.2k |
| Schonfeld Strategic Advisors LLC 0.07% of their portfolio | 471.2k $13.6m | New |
| Invesco Ltd. 0.00% of their portfolio | 457.1k $13.2m | Reduced -65.1k |
| Aristotle Capital Boston, LLC 0.82% of their portfolio | 425.9k $12.3m | Reduced -81.9k |
| Legal & General Group Plc 0.00% of their portfolio | 419.9k $12.1m | Reduced -18.2k |
| Empire Life Investments Inc. 0.65% of their portfolio | 401.6k $11.6m | New |
| Nuveen, LLC 0.00% of their portfolio | 378.3k $10.9m | Added +94.3k |
| BESSEMER GROUP INC 0.01% of their portfolio | 377.7k $10.9m | Reduced -383 |
| SEI INVESTMENTS CO 0.01% of their portfolio | 371.7k $10.7m | Reduced -82.0k |
| ALTRINSIC GLOBAL ADVISORS LLC 0.38% of their portfolio | 361.3k $10.4m | Reduced -34.0k |
| Swiss National Bank 0.01% of their portfolio | 353.8k $10.2m | Reduced -5.2k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 353.2k $10.2m | Reduced -74.7k |
| BRIGHTLINE CAPITAL MANAGEMENT, LLC 2.14% of their portfolio | 342.0k $9.9m | New |
| California Public Employees Retirement System 0.01% of their portfolio | 340.8k $9.8m | Reduced -2.5k |
| PICTON MAHONEY ASSET MANAGEMENT 0.09% of their portfolio | 338.1k $9.8m | New |
| Granahan Investment Management, LLC 0.35% of their portfolio | 336.2k $9.7m | Reduced -39.6k |
| CASTLEARK MANAGEMENT LLC 0.25% of their portfolio | 325.9k $9.4m | New |
| Bridgewater Associates, LP 0.04% of their portfolio | 302.5k $8.7m | Reduced -356.5k |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 0.48% of their portfolio | 301.1k $8.7m | Added +1.0k |
| NATIXIS ADVISORS, LLC 0.01% of their portfolio | 299.4k $8.6m | Added +62.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 286.5k $8.3m | Reduced -131.3k |
| Blue Door Asset Management, LLC 4.12% of their portfolio | 277.7k $8.0m | Added +112.7k |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 274.8k $7.9m | Added +49.4k |
| Quantinno Capital Management LP 0.01% of their portfolio | 271.2k $7.8m | Added +67.2k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 270.1k $7.8m | Reduced -357.0k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 267.6k $7.7m | Added +6.7k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 263.3k $7.6m | Added +166.4k |
| Edgestream Partners, L.P. 0.22% of their portfolio | 258.4k $7.5m | Added +155.2k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.01% of their portfolio | 220.4k $6.4m | Reduced -64.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 203.7k $5.9m | Reduced -9.0k |
| Lighthouse Investment Partners, LLC 0.18% of their portfolio | 195.6k $5.6m | Reduced -33.2k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.11% of their portfolio | 194.3k $5.6m | Added +182.5k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 190.8k $5.5m | Reduced -1.1k |
| Bernzott Capital Advisors 2.17% of their portfolio | 187.8k $5.4m | Added +24.5k |
| FIFTH THIRD BANCORP 0.01% of their portfolio | 187.4k $5.4m | Added +43.8k |
| STRS OHIO 0.02% of their portfolio | 181.8k $5.2m | Added +177.6k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 178.9k $5.2m | Added +14.4k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 177.6k $5.1m | Added +22.4k |
| Mawer Investment Management Ltd. 0.03% of their portfolio | 170.5k $4.9m | Reduced -7.5k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 168.4k $4.9m | Reduced -95.7k |