WILLDAN GROUP INC (WLDN)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 13,494,143 shares against 15,232,091 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. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $113.8M | 1,438,623 | 0.00% | 8q | +9.2%+$9.6M |
| Divisadero Street Capital Management, LP | $104.8M | 1,324,293 | 2.37% | 8q | +702.7%+$91.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $50.1M | 632,916 | 0.00% | 2q | +3.2%+$1.5M |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | $41.9M | 530,210 | 2.87% | 2q | +145.9%+$24.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $41.7M | 527,252 | 0.00% | 2q | +8.7%+$3.3M |
| Allspring Global Investments Holdings, LLC | $30.5M | 390,720 | 0.05% | 8q | +80.5%+$13.6M |
| GEODE CAPITAL MANAGEMENT, LLC | $30.3M | 383,399 | 0.00% | 31q | +8.2%+$2.3M |
| FIRST TRUST ADVISORS LP | $28.6M | 361,079 | 0.02% | 31q | +25.9%+$5.9M |
| ALTA FOX CAPITAL MANAGEMENT, LLC | $28.5M | 359,806 | 5.72% | new | NEW |
| Swedbank AB | $27.7M | 349,700 | 0.02% | 21q | +47.7%+$8.9M |
| STATE STREET CORP | $26.7M | 337,449 | 0.00% | 31q | +7.2%+$1.8M |
| DIMENSIONAL FUND ADVISORS LP | $25.4M | 320,857 | 0.00% | 31q | +3.9%+$942.1K |
| Conversant Capital LLC | $23.3M | 294,500 | 2.73% | new | NEW |
| WASATCH ADVISORS LP | $22.7M | 287,054 | 0.15% | 5q | -24.8%-$7.5M |
| Ranger Investment Management, L.P. | $21.8M | 275,191 | 1.38% | 2q | +492.6%+$18.1M |
| OBERWEIS ASSET MANAGEMENT INC/ | $20.8M | 262,700 | 0.43% | new | NEW |
| AMERIPRISE FINANCIAL INC | $20.6M | 260,471 | 0.00% | 8q | -4.4%-$939.9K |
| WELLINGTON MANAGEMENT GROUP LLP | $16.7M | 210,895 | 0.00% | new | NEW |
| Nuveen, LLC | $16.7M | 210,771 | 0.00% | 6q | -13.1%-$2.5M |
| Handelsbanken Fonder AB | $15.2M | 191,532 | 0.04% | 30q | +34.3%+$3.9M |
| RBF Capital, LLC | $14.6M | 184,600 | 0.61% | 31q | HELD |
| NORTHERN TRUST CORP | $12.9M | 163,347 | 0.00% | 31q | +9.5%+$1.1M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $12.9M | 163,117 | 0.02% | 3q | +128.8%+$7.3M |
| GOLDMAN SACHS GROUP INC | $12.3M | 155,269 | 0.00% | 10q | +19.6%+$2.0M |
| TWO SIGMA INVESTMENTS, LP | $11.9M | 150,574 | 0.01% | 13q | -67.8%-$25.1M |
| JANE STREET GROUP, LLC | $11.5M incl. $4.4M options CALL+PUT | 89,929 | 0.00% | 10q | -36.9%-$6.7M |
| Russell Investments Group, Ltd. | $11.4M | 143,866 | 0.01% | 9q | +52.4%+$3.9M |
| NEXT CENTURY GROWTH INVESTORS LLC | $10.0M | 126,407 | 0.53% | new | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $9.5M | 120,143 | 0.00% | 31q | -2.1%-$207.5K |
| PANAGORA ASSET MANAGEMENT INC | $9.1M | 114,701 | 0.03% | 15q | +87.3%+$4.2M |
| MORGAN STANLEY | $8.8M | 111,204 | 0.00% | 35q | -8.7%-$837.9K |
| Point72 Asset Management, L.P. | $8.7M incl. $55.4K options CALL | 108,675 | 0.01% | 9q | +38.6%+$2.4M |
| VANGUARD FIDUCIARY TRUST CO | $8.0M | 100,690 | 0.00% | 2q | +5.2%+$390.4K |
| LORD, ABBETT & CO. LLC | $7.8M | 98,913 | 0.02% | 8q | +29.4%+$1.8M |
| KENNEDY CAPITAL MANAGEMENT LLC | $7.7M | 97,391 | 0.14% | 15q | +16.6%+$1.1M |
| UBS Group AG | $7.7M | 96,854 | 0.00% | 18q | +126.8%+$4.3M |
| Portolan Capital Management, LLC | $6.7M | 84,394 | 0.25% | 5q | -10.2%-$757.0K |
| Summit Creek Advisors LLC | $6.6M | 83,463 | 2.25% | 31q | -43.4%-$5.1M |
| Asset Management One Co., Ltd. | $6.1M | 77,293 | 0.02% | 4q | +28.5%+$1.4M |
| ESSEX INVESTMENT MANAGEMENT CO LLC | $5.9M | 74,890 | 0.78% | 31q | -4.3%-$269.1K |
| KORNITZER CAPITAL MANAGEMENT INC /KS | $5.4M | 68,585 | 0.11% | 31q | -0.7%-$38.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.8M incl. $3.3M options CALL+PUT | 19,300 | 0.00% | 10q | +71.2%+$2.0M |
| AQR CAPITAL MANAGEMENT LLC | $4.7M | 59,401 | 0.00% | 9q | +12.7%+$529.3K |
| Bank of New York Mellon Corp | $4.7M | 58,945 | 0.00% | 31q | -2.1%-$102.4K |
| Thrivent Financial for Lutherans | $4.4M | 56,249 | 0.01% | 2q | -7.0%-$333.5K |
| OP Asset Management Ltd | $4.4M | 55,800 | 0.05% | 2q | +234.6%+$3.1M |
| DEUTSCHE BANK AG\ | $4.4M | 55,731 | 0.00% | 34q | +5.8%+$241.8K |
| Qube Research & Technologies Ltd | $4.4M | 55,445 | 0.00% | 12q | -58.8%-$6.2M |
| Janney Montgomery Scott LLC | $4.1M | 52,282 | 0.01% | 8q | -3.2%-$136.8K |
| BANK OF AMERICA CORP /DE/ | $3.9M | 49,653 | 0.00% | 31q | +37.0%+$1.1M |
| WELLS FARGO & COMPANY/MN | $3.6M | 45,567 | 0.00% | 19q | -69.2%-$8.1M |
| EFG International AG | $3.6M | 45,157 | 0.07% | 3q | -1.9%-$67.6K |
| ENVESTNET ASSET MANAGEMENT INC | $3.6M | 44,896 | 0.00% | 8q | +51.0%+$1.2M |
| Jefferies Financial Group Inc. | $3.3M | 41,200 | 0.02% | 2q | -7.1%-$247.2K |
| PRINCIPAL FINANCIAL GROUP INC | $3.1M | 39,051 | 0.00% | 8q | +8.7%+$248.1K |
| CVFG LLC | $2.9M | 37,250 | 0.31% | 2q | -16.4%-$577.4K |
| BOOTHBAY FUND MANAGEMENT, LLC | $2.8M | 35,615 | 0.04% | 4q | -9.8%-$305.7K |
| JPMORGAN CHASE & CO | $2.7M | 34,669 | 0.00% | 31q | +6.4%+$164.7K |
| CITADEL ADVISORS LLC | $2.7M CALL+PUT | options only | 0.00% | 23q | OPTIONS |
| IMC-Chicago, LLC | $2.7M incl. $2.4M options CALL+PUT | 4,351 | 0.00% | 4q | -50.9%-$2.8M |
| MML INVESTORS SERVICES, LLC | $2.7M | 33,740 | 0.01% | 7q | +107.5%+$1.4M |
| AMERICAN CENTURY COMPANIES INC | $2.6M | 33,278 | 0.00% | 9q | -9.4%-$271.8K |
| ALLIANCEBERNSTEIN L.P. | $2.6M | 34,112 | 0.00% | 7q | -23.7%-$809.2K |
| RICE HALL JAMES & ASSOCIATES, LLC | $2.4M | 30,579 | 0.12% | 31q | +4.7%+$108.1K |
| RAYMOND JAMES FINANCIAL INC | $2.3M | 29,259 | 0.00% | 5q | -3.3%-$79.5K |
| Swiss National Bank | $2.3M | 29,000 | 0.00% | 4q | -0.7%-$15.8K |
| CITIGROUP INC | $2.3M | 28,615 | 0.00% | 13q | +38.0%+$622.9K |
| ALPS ADVISORS INC | $2.3M | 28,577 | 0.01% | 8q | +1.3%+$29.0K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.2M | 28,039 | 0.00% | 5q | +30.2%+$513.8K |
| BNP PARIBAS FINANCIAL MARKETS | $2.2M | 27,747 | 0.00% | 31q | +0.7%+$15.9K |
| Conestoga Capital Advisors, LLC | $2.2M | 27,607 | 0.05% | 30q | +16.6%+$311.7K |
| TUDOR INVESTMENT CORP ET AL | $2.0M | 25,425 | 0.00% | 6q | -77.1%-$6.8M |
| Legato Capital Management LLC | $2.0M | 25,233 | 0.17% | 15q | -19.1%-$471.0K |
| HRT FINANCIAL LP | $1.9M | 24,595 | 0.00% | 7q | -68.5%-$4.2M |
| WHITTIER TRUST CO | $1.9M | 23,657 | 0.02% | 7q | HELD |
| Invesco Ltd. | $1.8M | 22,720 | 0.00% | 31q | +9.9%+$161.9K |
| STOREBRAND ASSET MANAGEMENT AS | $1.8M | 22,668 | 0.00% | 26q | +7.6%+$127.4K |
| Balyasny Asset Management L.P. | $1.8M | 22,534 | 0.00% | new | NEW |
| De Lisle Partners LLP | $1.7M | 21,000 | 0.18% | 2q | HELD |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $1.6M | 20,711 | 0.01% | 11q | +285.5%+$1.2M |
| Man Group plc | $1.6M | 20,469 | 0.00% | 4q | -62.0%-$2.6M |
| LPL Financial LLC | $1.6M | 19,929 | 0.00% | 4q | -16.1%-$303.3K |
| RHUMBLINE ADVISERS | $1.5M | 18,882 | 0.00% | 31q | +7.8%+$108.4K |
| BARCLAYS PLC | $1.5M | 18,513 | 0.00% | 31q | -52.9%-$1.6M |
| JONES FINANCIAL COMPANIES LLLP | $1.3M | 16,526 | 0.00% | 6q | +194.2%+$887.1K |
| NATIXIS ADVISORS, LLC | $1.3M | 16,652 | 0.00% | new | NEW |
| Polymer Capital Management (US) LLC | $1.3M | 16,574 | 0.17% | new | NEW |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.3M | 16,512 | 0.00% | 31q | -8.3%-$118.3K |
| Longaeva Partners L.P. | $1.3M | 16,307 | 0.03% | new | NEW |
| Y-Intercept (Hong Kong) Ltd | $1.3M | 15,964 | 0.02% | 5q | -7.1%-$97.0K |
| SEI INVESTMENTS CO | $1.2M | 15,325 | 0.00% | 19q | -47.7%-$1.1M |
| Cetera Investment Advisers | $1.2M | 15,319 | 0.00% | 4q | -19.6%-$295.7K |
| WULFF, HANSEN & CO. | $1.2M | 15,302 | 0.93% | 19q | -0.6%-$6.9K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $1.2M | 14,835 | 0.00% | 14q | +15.5%+$157.6K |
| Sanctuary Advisors, LLC | $1.2M | 14,730 | 0.01% | 3q | +18.0%+$178.0K |
| Legal & General Group Plc | $1.1M | 14,001 | 0.00% | 31q | +1.2%+$12.7K |
| STATE OF WISCONSIN INVESTMENT BOARD | $1.1M | 13,277 | 0.00% | 18q | +11.0%+$103.7K |
| HSBC HOLDINGS PLC | $1.0M | 13,173 | 0.00% | 7q | +1.6%+$16.2K |
| ACADIAN ASSET MANAGEMENT LLC | $1.0M | 12,909 | 0.00% | 12q | -88.4%-$7.7M |
| WEDBUSH SECURITIES INC | $978.0K | 12,362 | 0.03% | 8q | +103.8%+$498.2K |
Showing the largest 100 of 249 reported holders.
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.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-23 | 2026-09-22 | Material agreement entered | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-14 | BIEBER MICHAEL A | PRESIDENT AND CEO | Sold | 56,676 | $5.2M ×4 |
| 2026-09-03 | Brisbin Thomas Donald | Director | Sold | 58,757 | $5.2M |
| 2026-05-13 | BIEBER MICHAEL A | PRESIDENT AND CEO | Sold | 9,991 | $925.7K |
| 2026-09-15 | Brisbin Thomas Donald | Director | Sold | 4,905 | $389.3K ×2 |
| 2026-09-08 | Brisbin Thomas Donald | Director | Sold | 3,439 | $303.3K |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 45 | $69.5M | 940,077 | 6 | 14 | 10 | 0.0% |
| Q2 2026 | 249 | $1.1B | 13,494,143 | 42 | 95 | 81 | 1.3% |
| Q1 2026 | 257 | $890.4M | 11,394,373 | 47 | 99 | 77 | 1.8% |
| Q4 2025 | 270 | $1.2B | 11,374,631 | 47 | 97 | 76 | 2.3% |
| Q3 2025 | 259 | $1.1B | 11,159,000 | 92 | 69 | 77 | 5.8% |
| Q2 2025 | 191 | $685.3M | 10,934,441 | 35 | 67 | 58 | 0.1% |
| Q1 2025 | 171 | $421.0M | 10,311,414 | 29 | 56 | 56 | 0.3% |
| Q4 2024 | 158 | $386.5M | 10,054,764 | 28 | 59 | 42 | 0.9% |
| Q3 2024 | 146 | $427.1M | 10,353,821 | 49 | 49 | 30 | 0.6% |
| Q2 2024 | 110 | $304.8M | 10,447,500 | 21 | 41 | 27 | 1.1% |
| Q1 2024 | 101 | $308.6M | 10,527,539 | 18 | 32 | 28 | 1.4% |
| Q4 2023 | 90 | $224.9M | 10,474,590 | 4 | 32 | 28 | 0.0% |
| Q3 2023 | 90 | $212.7M | 10,411,705 | 11 | 23 | 27 | 0.1% |
| Q2 2023 | 83 | $200.6M | 10,483,117 | 7 | 29 | 26 | 0.0% |
| Q1 2023 | 80 | $165.9M | 10,645,133 | 9 | 29 | 17 | 0.0% |
| Q4 2022 | 75 | $191.8M | 10,729,343 | 9 | 26 | 24 | 0.1% |
| Q3 2022 | 74 | $163.4M | 11,037,156 | 5 | 26 | 18 | 0.0% |
| Q2 2022 | 79 | $282.5M | 10,228,385 | 2 | 26 | 30 | 0.0% |
| Q1 2022 | 94 | $357.0M | 11,635,276 | 11 | 25 | 31 | 0.0% |
| Q4 2021 | 93 | $458.5M | 13,024,814 | 17 | 35 | 17 | 3.0% |
| Q3 2021 | 90 | $414.9M | 11,648,690 | 4 | 27 | 27 | 0.1% |
| Q2 2021 | 97 | $6.9B | 185,469,607 | 5 | 37 | 29 | 0.1% |
| Q1 2021 | 103 | $7.2B | 185,358,917 | 19 | 28 | 33 | 0.1% |
| Q4 2020 | 95 | $769.6M | 18,399,196 | 20 | 25 | 31 | 0.3% |
| Q3 2020 | 83 | $3.7B | 131,613,289 | 2 | 22 | 31 | 0.0% |
| Q2 2020 | 85 | $3.2B | 132,303,987 | 12 | 29 | 21 | 0.0% |
| Q1 2020 | 87 | $9.2B | 431,338,162 | 7 | 24 | 37 | 0.0% |
| Q4 2019 | 90 | $2.6B | 82,859,575 | 7 | 36 | 27 | 0.0% |
| Q3 2019 | 101 | $453.8M | 12,928,615 | 11 | 34 | 29 | 0.1% |
| Q2 2019 | 98 | $480.7M | 12,905,904 | 17 | 39 | 24 | 0.0% |
| Q1 2019 | 98 | $443.1M | 11,955,118 | 14 | 31 | 30 | 0.0% |
| Q4 2018 | 91 | $399.5M | 11,419,866 | 3 | 1 | 3 | 0.0% |
