Timken Co (TKR) Institutional Investor Snapshot (611 Funds, Q2 2026)

TKR ranks #936 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

TKR is a top-conviction position for Owls Nest Partners IA, LLC — at 15.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in TKR belongs to BlackRock, Inc., but the position matters far more to Owls Nest Partners IA, LLC, who has 15.8% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

TD Waterhouse Canada Inc. has added to its TKR position for two straight quarters, increasing it by $26.6M to reach $38.2M today.

Y-Intercept has trimmed its TKR position for two straight quarters, cutting it by $3.6M while still holding $1.5M.

TKR is down 3.9% today, but institutions show net buying of $1.9B this quarter — a divergence between today's price move and the underlying institutional flow.

TKR posted net income of $258.7M over the trailing twelve months.

• Profitable — net income of $258.7M over the trailing twelve months
• Revenue grew 5.5% year over year
• Net income declined year over year, from $309.8M to $258.7M
• Generated $554.3M in positive operating cash flow
• Current ratio of 2.82x — enough short-term assets to cover short-term liabilities
• Liabilities run x equity — a highly leveraged balance sheet worth noting