| Coal Industry Sector: | Mining |
| Coal Share of Revenue: | 84% |
| Expansion Plans: | Yes |
Listed on the Global Coal Exit List 2022
99 results Total investment of current selection: $ 2,088 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Shares | Bonds | Total | Shares | Bonds | Total | Shares $M | Bonds $M | Total $M | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 1 | Vanguard | Whitehaven Coal Ltd | Vanguard | investment | United States | Australia | North America | Oceania | $ 416 M | $ 416 M | $ 416 M | $ 416 M | ||||||||
| 2 | 1 | Dimensional Fund Advisors | Whitehaven Coal Ltd | Dimensional Fund Advisors | investment | United States | Australia | North America | Oceania | $ 349 M | $ 349 M | $ 349 M | $ 349 M | ||||||||
| 3 | 1 | GQG Partners | Whitehaven Coal Ltd | GQG Partners | investment | United States | Australia | North America | Oceania | $ 325 M | $ 325 M | $ 325 M | $ 325 M | ||||||||
| 4 | 1 | Mitsubishi UFJ Financial | Whitehaven Coal Ltd | Mitsubishi UFJ Financial | investment | Japan | Australia | East Asia | Oceania | $ 296 M | $ 296 M | $ 296 M | $ 296 M | ||||||||
| 5 | 1 | State Street | Whitehaven Coal Ltd | State Street | investment | United States | Australia | North America | Oceania | $ 102 M | $ 102 M | $ 102 M | $ 102 M | ||||||||
| 6 | 1 | BlackRock | Whitehaven Coal Ltd | BlackRock | investment | United States | Australia | North America | Oceania | $ 94 M | $ 94 M | $ 94 M | $ 94 M | ||||||||
| 7 | 1 | azValor Asset Management | Whitehaven Coal Ltd | azValor Asset Management | investment | Spain | Australia | Europe (EU) | Oceania | $ 41 M | $ 41 M | $ 41 M | $ 41 M | ||||||||
| 8 | 1 | HostPlus | Whitehaven Coal Ltd | HostPlus | investment | Australia | Australia | Oceania | Oceania | $ 37 M | $ 37 M | $ 37 M | $ 37 M | ||||||||
| 9 | 1 | UBS | Whitehaven Coal Ltd | UBS | investment | Switzerland | Australia | Europe (non EU) | Oceania | $ 37 M | $ 37 M | $ 37 M | $ 37 M | ||||||||
| 10 | 1 | Odey Asset Management | Whitehaven Coal Ltd | Odey Asset Management | investment | United Kingdom | Australia | Europe (non EU) | Oceania | $ 36 M | $ 36 M | $ 36 M | $ 36 M | ||||||||
| 11 | 1 | Royal Bank of Canada | Whitehaven Coal Ltd | Royal Bank of Canada | investment | Canada | Australia | North America | Oceania | $ 35 M | $ 35 M | $ 35 M | $ 35 M | ||||||||
| 12 | 1 | Van Eck Associates Corporation | Whitehaven Coal Ltd | Van Eck Associates Corporation | investment | United States | Australia | North America | Oceania | $ 26 M | $ 26 M | $ 26 M | $ 26 M | ||||||||
| 13 | 1 | Florida State Board of Administration (FSBA) | Whitehaven Coal Ltd | Florida State Board of Administration (FSBA) | investment | United States | Australia | North America | Oceania | $ 22 M | $ 22 M | $ 22 M | $ 22 M | ||||||||
| 14 | 1 | American Century Investments | Whitehaven Coal Ltd | American Century Investments | investment | United States | Australia | North America | Oceania | $ 20 M | $ 20 M | $ 20 M | $ 20 M | ||||||||
| 15 | 1 | Lazard | Whitehaven Coal Ltd | Lazard | investment | Bermuda | Australia | North America | Oceania | $ 20 M | $ 20 M | $ 20 M | $ 20 M | ||||||||
| 16 | 1 | Baillie Gifford | Whitehaven Coal Ltd | Baillie Gifford | investment | United Kingdom | Australia | Europe (non EU) | Oceania | $ 17 M | $ 17 M | $ 17 M | $ 17 M | ||||||||
| 17 | 1 | Mirae Asset Financial Group | Whitehaven Coal Ltd | Mirae Asset Financial Group | investment | South Korea | Australia | East Asia | Oceania | $ 17 M | $ 17 M | $ 17 M | $ 17 M | ||||||||
| 18 | 1 | Geode Capital Holdings | Whitehaven Coal Ltd | Geode Capital Holdings | investment | United States | Australia | North America | Oceania | $ 17 M | $ 17 M | $ 17 M | $ 17 M | ||||||||
| 19 | 1 | Charles Schwab | Whitehaven Coal Ltd | Charles Schwab | investment | United States | Australia | North America | Oceania | $ 15 M | $ 15 M | $ 15 M | $ 15 M | ||||||||
| 20 | 1 | AustralianSuper | Whitehaven Coal Ltd | AustralianSuper | investment | Australia | Australia | Oceania | Oceania | $ 15 M | $ 15 M | $ 15 M | $ 15 M | ||||||||
| 21 | 1 | Jupiter Fund Management | Whitehaven Coal Ltd | Jupiter Fund Management | investment | United Kingdom | Australia | Europe (non EU) | Oceania | $ 13 M | $ 13 M | $ 13 M | $ 13 M | ||||||||
| 22 | 1 | Goldman Sachs | Whitehaven Coal Ltd | Goldman Sachs | investment | United States | Australia | North America | Oceania | $ 9 M | $ 9 M | $ 9 M | $ 9 M | ||||||||
| 23 | 1 | IOOF Holdings | Whitehaven Coal Ltd | IOOF Holdings | investment | Australia | Australia | Oceania | Oceania | $ 9 M | $ 9 M | $ 9 M | $ 9 M | ||||||||
| 24 | 1 | Allspring Global Investments | Whitehaven Coal Ltd | Allspring Global Investments | investment | United States | Australia | North America | Oceania | $ 9 M | $ 9 M | $ 9 M | $ 9 M | ||||||||
| 25 | 1 | JPMorgan Chase | Whitehaven Coal Ltd | JPMorgan Chase | investment | United States | Australia | North America | Oceania | $ 8 M | $ 8 M | $ 8 M | $ 8 M |
Remarks
Financial data is drawn from the commercial databases Refinitiv and EMAXX. For a selection of pension funds, data was collected from the pension funds' disclosure. The data was retrieved in January 2023, but filings can be older than that and might have changed since. This might especially be the case if an investor introduced a fossil fuel policy in the meantime. We acknowledge that shares and bonds of some Russian companies can't be traded on all markets anymore and were written off some investors’ portfolios.
This report is meant for information purposes only and not as a source of any specific investment recommendation. Nothing herein shall constitute or be construed as a recommendation, endorsement, or sponsorship of any company or fund. You should determine on your own whether you agree with the content of this information and data provided.
Since publications, various corrections to the data were made. The most recent update was made on 8 August 2023.
For any questions or requests for further information, please get in touch with us: financeresearch@urgewald.org