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DaveManuel.com · Institutional Ownership · Who Owns It

WORKHORSE GROUP INC (WKHS)

Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.

66
Reporting holders
$1.5M
Reported value
4.4%
Of shares outstanding
0.0%
Calls
0.0%
Puts
-2
Holder change

Institutions report 479,574 shares against 10,928,585 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
VANGUARD CAPITAL MANAGEMENT LLC$924.8K301,2330.00%2q+256.9%+$665.6K
BlackRock, Inc.$146.2K47,6180.00%3q+47.7%+$47.2K
GEODE CAPITAL MANAGEMENT, LLC$141.8K46,2040.00%3q-8.9%-$13.9K
J. Safra Sarasin Holding AG$96.5K31,4360.00%newNEW
VANGUARD FIDUCIARY TRUST CO$87.0K28,3420.00%2q+143.9%+$51.3K
NORTHERN TRUST CORP$36.1K11,7600.00%newNEW
HRT FINANCIAL LP$32.0K10,5500.00%newNEW
UBS Group AG$4.5K1,4710.00%3q+9093.8%+$4.5K
Tower Research Capital LLC (TRC)$1.1K3570.00%newNEW
GROUP ONE TRADING LLC$4331410.00%3q-0.7%
MORGAN STANLEY$3921270.00%3q+195.3%
MCF Advisors LLC$261850.00%3q+8400.0%
Caitong International Asset Management Co., Ltd$135440.00%newNEW
OSAIC HOLDINGS, INC.$114380.00%3q-11.6%
WELLS FARGO & COMPANY/MN$83270.00%3q-3.6%
JONES FINANCIAL COMPANIES LLLP$57190.00%3q-13.6%
Vanguard Global Advisers, LLC$55180.00%2qHELD
SBI Securities Co., Ltd.$55180.00%3qHELD
TD Waterhouse Canada Inc.$2170.00%3qHELD
Allworth Financial LP$1650.00%3q+25.0%
Blue Trust, Inc.$1550.00%3qHELD
Federation des caisses Desjardins du Quebec$1550.00%3qHELD
Rockefeller Capital Management L.P.$1240.00%3q+100.0%
NATIONAL BANK OF CANADA /FI/$930.00%3qHELD
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$930.00%3q-40.0%
IFP Advisors, Inc$930.00%3qHELD
Steward Partners Investment Advisory, LLC$930.00%3q+50.0%
Farther Finance Advisors, LLC$930.00%3q-40.0%
JPMORGAN CHASE & CO$620.00%3q-88.9%
HARBOUR INVESTMENTS, INC.$620.00%3qHELD
TD Capital Management LLC$620.00%3qHELD
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$620.00%3qHELD
NFSG Corp$620.00%3qHELD
Activest Wealth Management$620.00%3q+100.0%
CoreCap Advisors, LLC$620.00%3qHELD
BFC Planning, Inc.$620.00%3q+100.0%
VALLEY NATIONAL ADVISERS INC$410.00%newNEW
Clearstead Advisors, LLC$410.00%3qHELD
SALEM INVESTMENT COUNSELORS INC$410.00%2qHELD
ATWOOD & PALMER INC$410.00%3qHELD
Parkside Financial Bank & Trust$410.00%3qHELD
JNBA Financial Advisors$410.00%3qHELD
BEACON INVESTMENT ADVISORY SERVICES, INC.$410.00%2qHELD
Acumen Wealth Advisors, LLC$410.00%2qHELD
Investors Portfolio Services LLC$410.00%3qHELD
US BANCORP \DE\$310.00%3q-50.0%
BARCLAYS PLC$310.00%3qHELD
Wilmington Savings Fund Society, FSB$310.00%3qHELD
Indiana Trust & Investment Management Co$310.00%2qHELD
SIGNATUREFD, LLC$310.00%3q-50.0%
Clean Yield Group$310.00%3qHELD
NewEdge Advisors, LLC$310.00%3qHELD
HORIZON FINANCIAL SERVICES, LLC$310.00%3qHELD
Parallel Advisors, LLC$310.00%3qHELD
EverSource Wealth Advisors, LLC$310.00%3qHELD
Investors Research Corp$310.00%3qHELD
Vermillion Wealth Management, Inc.$310.00%3qHELD
Global Retirement Partners, LLC$310.00%2qHELD
Ameritas Advisory Services, LLC$310.00%newNEW
Lodestone Wealth Management LLC$310.00%3qHELD
Main Street Group, LTD$310.00%2qHELD
Smartleaf Asset Management LLC$310.00%3qHELD
Harborfront Financial Group LLC$310.00%newNEW
Medallion Wealth Advisors, LLC$310.00%3qHELD
COMPASS FINANCIAL MANAGEMENT LLC$310.00%newFIRST
FMR LLC$0none filed0.00%3q-100.0%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-10-292026-10-28Material agreement enteredfiling
2026-09-282026-09-22Directors or officers departed or appointedfiling
2026-08-122026-08-11Material agreement enteredfiling

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202622$47.3K16,1510230.0%
Q2 202666$1.5M479,574811110.0%
Q1 202668$643.0K212,950135120.0%
Q4 202570$906.6K81,702670054.1%
Q3 202569$949.2K672,14799722.1%
Q2 202569$805.5K505,78012141131.1%
Q1 202570$1.1M209,008690365.6%
Q4 202492$3.8M2,673,64111151650.3%
Q3 202489$3.4M2,017,08021121749.4%
Q2 2024101$6.2M2,424,7441000339.0%
Q1 2024165$13.8M56,222,9032744304.2%
Q4 2023166$20.3M53,432,3421953335.3%
Q3 2023173$22.7M53,077,3542241393.1%
Q2 2023182$47.5M53,245,6922244472.2%
Q1 2023198$83.5M61,054,5032248562.7%
Q4 2022208$97.6M58,871,2304550578.2%
Q3 2022185$211.4M67,773,5441756478.0%
Q2 2022187$182.3M64,132,0432248568.5%
Q1 2022201$402.1M72,371,60026644710.2%
Q4 2021213$490.3M90,197,58524565719.8%
Q3 2021229$899.0M87,948,07226597025.1%
Q2 2021250$2.4B105,858,79348696527.7%
Q1 2021258$1.9B111,259,57961836818.7%
Q4 2020246$2.9B136,551,40972814719.7%
Q3 2020206$16.1B611,652,4818061403.7%
Q2 2020142$11.3B714,758,2388727192.7%
Q1 202072$91.8M50,238,148182290.4%
Q4 201972$152.7M50,183,808261840.0%
Q3 201953$165.2M47,189,491151280.0%
Q2 201946$35.9M12,212,231141250.0%
Q1 201940$4.9M7,894,32841190.0%
Q4 201839$7.7M7,495,10910148.8%