Willis Investment Counsel
All 13F Filings
- Location
- Gainesville, GA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,831,288
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/5/2026 | 123 | 1,831,288 | 13F-HR | Willis Investment Counsel |
| Q4 2025 | 1/22/2026 | 130 | 1,935,195 | 13F-HR | Willis Investment Counsel |
| Q3 2025 | 11/5/2025 | 127 | 1,828,440 | 13F-HR | Willis Investment Counsel |
| Q2 2025 | 8/12/2025 | 118 | 1,708,101 | 13F-HR | Willis Investment Counsel |
| Q1 2014 | 5/16/2014 | 110 | 986,812 | 13F-HR | Willis Investment Counsel |
| Q4 2013 | 2/11/2014 | 115 | 2,153,337 | 13F-HR | Willis Investment Counsel |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.793 M | 97.9% | 0 | 139 K | -139 K |
| ETFs | 37.87 K | 2.1% | 35.08 K | 0 | 35.08 K |
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Fund Snapshot
Q1 2026
Latest filed
5/5/2026
Total value ($000)
1,831,288
Holdings
123
QoQ value change ($000)
-103,907
(-5.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.