Workhorse Group Inc.
WKHS- Exchange
- Nasdaq
- Industry
- Motor Vehicles & Passenger Car Bodies
- SEC CIK
- 0001425287
No open-market purchases or sales by Workhorse Group Inc. insiders were filed in the last 90 days; 64 institutions reported holding it in 13F filings for Q2 2026, worth $1.47M in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in Workhorse Group Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 240
- −7 vs. Q2 2021
- Shares held
- 47.1M
- −1.79M (−3.7%) vs. Q2 2021
- Total value
- $361.0M
- −$449.9M (−55.5%) vs. Q2 2021
- New holders
- 31
- 64 more added
- Sold out
- 38
- 72 more reduced
3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WKHS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 64 | $1.47M |
| Q1 2026 | 67 | $643.0K |
| Q4 2025 | 70 | $415.8K |
| Q3 2025 | 67 | $739.4K |
| Q2 2025 | 69 | $555.4K |
| Q1 2025 | 69 | $381.8K |
| Q4 2024 | 92 | $1.87M |
| Q3 2024 | 94 | $1.74M |
| Q2 2024 | 104 | $3.78M |
| Q1 2024 | 169 | $12.7M |
| Q4 2023 | 170 | $18.5M |
| Q3 2023 | 177 | $22.0M |
| Q2 2023 | 185 | $46.5M |
| Q1 2023 | 201 | $81.2M |
| Q4 2022 | 213 | $89.6M |
| Q3 2022 | 210 | $151.2M |
| Q2 2022 | 212 | $133.6M |
| Q1 2022 | 222 | $250.8M |
| Q4 2021 | 235 | $223.7M |
| Q3 2021 | 240 | $361.0M |
| Q2 2021 | 250 | $810.9M |
| Q1 2021 | 261 | $753.8M |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Workhorse Group Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Carroll Financial Associates, Inc. | 40 | $0 | 0.00% | −5,340−99.3% | Reduced |
| Berman Capital Advisors, LLC | 30 | $0 | 0.00% | −112−78.9% | Reduced |
| Toronto Dominion Bank | 60 | $0 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 10 | $0 | 0.00% | −68−87.2% | Reduced |
| Investors Research Corp | 50 | $0 | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 60 | $0 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 24 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 35 | $0 | 0.00% | +35 | New |
| Your Advocates Ltd., LLP | 30 | $0 | 0.00% | +30 | New |
| Ten Capital Wealth Advisors, LLC | 6 | $0 | 0.00% | +6 | New |
| Credential Qtrade Securities Inc. | 90 | $688 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 142 | $1.00K | 0.00% | +47+49.5% | Added |
| Crewe Advisors LLC | 135 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 112 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 125 | $1.00K | 0.00% | 00.0% | Unchanged |
| Navigation Wealth Management, Inc. | 100 | $1.00K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 77 | $1.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 177 | $1.00K | 0.00% | +100+129.9% | Added |
| Ritter Daniher Financial Advisory, LLC | 90 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 171 | $1.00K | 0.00% | +171 | New |
| Banque Cantonale Vaudoise | 158 | $1.00K | 0.00% | +158 | New |
| Bell Investment Advisors, Inc | 89 | $1.00K | 0.00% | +89 | New |
| Koshinski Asset Management, Inc. | 200 | $1.53K | 0.00% | +200 | New |
| SOA Wealth Advisors, LLC. | 300 | $2.00K | 0.00% | −309−50.7% | Reduced |
| Proffitt & Goodson Inc | 250 | $2.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 230 | $2.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 290 | $2.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 250 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 248 | $2.00K | 0.00% | +107+75.9% | Added |
| Parallel Advisors, LLC | 225 | $2.00K | 0.00% | +225 | New |
| Total Clarity Wealth Management, Inc. | 200 | $2.00K | 0.00% | +200 | New |
| Glen Eagle Advisors, LLC | 300 | $2.29K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 308 | $2.36K | 0.00% | −4,802−94.0% | Reduced |
| Walleye Trading LLC | 448 | $3.00K | 0.00% | −64,281−99.3% | Reduced |
| FinTrust Capital Advisors, LLC | 400 | $3.00K | 0.00% | −62,500−99.4% | Reduced |
| MCF Advisors LLC | 420 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 368 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 328 | $3.00K | 0.00% | +100+43.9% | Added |
| FMR LLC | 328 | $3.00K | 0.00% | +265+420.6% | Added |
| Dark Forest Capital Management LP | 455 | $3.00K | 0.00% | +455 | New |
| Baron Financial Group, LLC | 460 | $3.52K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 527 | $4.00K | 0.00% | −100−15.9% | Reduced |
| JNBA Financial Advisors | 550 | $4.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 600 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 500 | $4.00K | 0.00% | +500 | New |
| Nisa Investment Advisors, LLC | 600 | $5.00K | 0.00% | −3,800−86.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 610 | $5.00K | 0.00% | −1,200−66.3% | Reduced |
| Wagner Wealth Management, LLC | 750 | $5.00K | 0.00% | −660−46.8% | Reduced |
| Ashburton (Jersey) Ltd | 590 | $5.00K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 730 | $5.58K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 844 | $6.00K | 0.00% | −1,141−57.5% | Reduced |
| Allworth Financial LP | 777 | $6.00K | 0.00% | −190−19.6% | Reduced |
| Global Retirement Partners, LLC | 950 | $7.00K | 0.00% | −250−20.8% | Reduced |
| FAI Wealth Management | 1,000 | $7.00K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 900 | $7.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 871 | $7.00K | 0.00% | +64+7.9% | Added |
| Salem Investment Counselors Inc | 1,000 | $8.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,000 | $8.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,072 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 1,000 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,000 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,000 | $8.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 990 | $8.00K | 0.00% | +990 | New |
| Cypress Capital Management LLC (WY) | 1,150 | $9.00K | 0.01% | −12,816−91.8% | Reduced |
| Proequities, Inc. | 1,192 | $9.00K | 0.00% | −7,855−86.8% | Reduced |
| TD Capital Management LLC | 1,200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,175 | $9.00K | 0.00% | −20−1.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,182 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,209 | $9.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 1,173 | $9.00K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 1,309 | $10.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,537 | $11.0K | 0.00% | +100+7.0% | Added |
| Signaturefd, LLC | 1,822 | $14.0K | 0.00% | +1,395+326.7% | Added |
| Harbour Investments, Inc. | 2,017 | $15.0K | 0.00% | −878−30.3% | Reduced |
| Jacobi Capital Management LLC | 2,589 | $20.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 3,100 | $24.0K | 0.01% | +800+34.8% | Added |
| The PNC Financial Services Group, Inc. | 3,390 | $26.0K | 0.00% | −430−11.3% | Reduced |
| Creative Financial Designs Inc | 3,380 | $26.0K | 0.00% | −300−8.2% | Reduced |
| Fifth Third Bancorp | 3,453 | $26.0K | 0.00% | +1,500+76.8% | Added |
| Rockefeller Capital Management L.P. | 3,750 | $28.0K | 0.00% | −425−10.2% | Reduced |
| Valley National Advisers Inc | 3,700 | $28.0K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 3,700 | $28.0K | 0.00% | +1,269+52.2% | Added |
| Daiwa Securities Group Inc. | 4,077 | $31.0K | 0.00% | +4,077 | New |
| Castleark Management LLC | 4,140 | $32.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 4,148 | $32.0K | 0.00% | 00.0% | Unchanged |