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Livermore
Livermore
ZHEN

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, Q4 2021

Institutional positions in Workhorse Group Inc. as of Dec 31, 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
235
0 vs. Q3 2021
Shares held
51.3M
+5.63M (+12.3%) vs. Q3 2021
Total value
$223.7M
−$126.3M (−36.1%) vs. Q3 2021
New holders
50
60 more added
Sold out
50
58 more reduced

5 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 235 institutions
Q1 2021: 261 institutionsQ2 2021: 250 institutionsQ3 2021: 240 institutionsQ4 2021: 235 institutionsQ1 2022: 222 institutionsQ2 2022: 212 institutionsQ3 2022: 210 institutionsQ4 2022: 213 institutionsQ1 2023: 201 institutionsQ2 2023: 185 institutionsQ3 2023: 177 institutionsQ4 2023: 170 institutionsQ1 2024: 169 institutionsQ2 2024: 104 institutionsQ3 2024: 94 institutionsQ4 2024: 92 institutionsQ1 2025: 69 institutionsQ2 2025: 69 institutionsQ3 2025: 67 institutionsQ4 2025: 70 institutionsQ1 2026: 67 institutionsQ2 2026: 64 institutions
Value heldQ4 2021: $223.7M
Q1 2021: $753.8MQ2 2021: $810.9MQ3 2021: $361.0MQ4 2021: $223.7MQ1 2022: $250.8MQ2 2022: $133.6MQ3 2022: $151.2MQ4 2022: $89.6MQ1 2023: $81.2MQ2 2023: $46.5MQ3 2023: $22.0MQ4 2023: $18.5MQ1 2024: $12.7MQ2 2024: $3.78MQ3 2024: $1.74MQ4 2024: $1.87MQ1 2025: $381.8KQ2 2025: $555.4KQ3 2025: $739.4KQ4 2025: $415.8KQ1 2026: $643.0KQ2 2026: $1.47M
Institutions holding WKHS and their total value by quarter
QuarterHoldersValue
Q2 202664$1.47M
Q1 202667$643.0K
Q4 202570$415.8K
Q3 202567$739.4K
Q2 202569$555.4K
Q1 202569$381.8K
Q4 202492$1.87M
Q3 202494$1.74M
Q2 2024104$3.78M
Q1 2024169$12.7M
Q4 2023170$18.5M
Q3 2023177$22.0M
Q2 2023185$46.5M
Q1 2023201$81.2M
Q4 2022213$89.6M
Q3 2022210$151.2M
Q2 2022212$133.6M
Q1 2022222$250.8M
Q4 2021235$223.7M
Q3 2021240$361.0M
Q2 2021250$810.9M
Q1 2021261$753.8M

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Workhorse Group Inc.; share changes are against Q3 2021.

Institutions holding WKHS in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC65$00.00%−263−80.2%Reduced
Ritter Daniher Financial Advisory, LLC90$00.00%00.0%Unchanged
Bell Investment Advisors, Inc89$00.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.30$00.00%00.0%Unchanged
Toronto Dominion Bank60$00.00%00.0%Unchanged
Atwood & Palmer Inc15$00.00%00.0%Unchanged
Albion Financial Group10$00.00%00.0%Unchanged
Carroll Financial Associates, Inc.40$00.00%00.0%Unchanged
Investors Research Corp50$00.00%00.0%Unchanged
Burleson & Company, LLC11$00.00%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.12$00.00%00.0%Unchanged
MBM Wealth Consultants, LLC50$00.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.9$00.00%00.0%Unchanged
Professional Financial Advisors, LLC24$00.00%00.0%Unchanged
Charter Oak Capital Management, LLC6$00.00%00.0%Unchanged
Wolff Wiese Magana LLC20$00.00%00.0%Unchanged
Lumature Wealth Partners, LLC60$00.00%00.0%Unchanged
Rather & Kittrell, Inc.53$00.00%+53New
Signet Financial Management, LLC50$00.00%+50New
Trustcore Financial Services, LLC10$00.00%+10New
Andrew Hill Investment Advisors, Inc.1$00.00%+1New
Amplius Wealth Advisors, LLC30$00.00%+30New
BCR Wealth Strategies, LLC25$00.00%+25New
Zullo Investment Group, Inc.25$00.00%+25New
KRS Capital Management, LLC12$00.00%+12New
James Reed Financial Services, Inc.105$00.00%+105New
Rise Advisors, LLC50$2180.00%+50New
Credential Qtrade Securities Inc.90$3920.00%00.0%Unchanged
Koshinski Asset Management, Inc.200$8720.00%00.0%Unchanged
Parkside Financial Bank & Trust168$1.00K0.00%−200−54.3%Reduced
Proffitt & Goodson Inc250$1.00K0.00%00.0%Unchanged
AlphaMark Advisors, LLC200$1.00K0.00%00.0%Unchanged
West Oak Capital, LLC230$1.00K0.00%00.0%Unchanged
Clean Yield Group200$1.00K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC290$1.00K0.00%00.0%Unchanged
McIlrath & Eck, LLC250$1.00K0.00%00.0%Unchanged
Total Clarity Wealth Management, Inc.200$1.00K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.300$1.00K0.00%00.0%Unchanged
HM Payson & Co162$1.00K0.00%+20+14.1%Added
Crewe Advisors LLC135$1.00K0.00%00.0%Unchanged
Semmax Financial Advisors Inc.177$1.00K0.00%00.0%Unchanged
Banque Cantonale Vaudoise158$1.00K0.00%00.0%Unchanged
Ten Capital Wealth Advisors, LLC116$1.00K0.00%+110+1,833.3%Added
Trust Co of Vermont300$1.00K0.00%+300New
Sandy Spring Bank174$1.00K0.00%+174New
Skandinaviska Enskilda Banken AB (publ)160$1.00K0.00%+160New
EverSource Wealth Advisors, LLC280$1.00K0.00%+280New
Retirement Planning Co of New England, Inc.400$1.00K0.00%+400New
RWM Asset Management, LLC200$1.00K0.00%+200New
Beaird Harris Wealth Management, LLC268$1.00K0.00%+268New
Kelly Financial Services LLC308$1.34K0.00%00.0%Unchanged
Wagner Wealth Management, LLC400$2.00K0.00%−350−46.7%Reduced
Benjamin F. Edwards & Company, Inc.500$2.00K0.00%00.0%Unchanged
JNBA Financial Advisors550$2.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC500$2.00K0.00%00.0%Unchanged
Sargent Bickham Lagudis LLC428$2.00K0.00%+100+30.5%Added
FinTrust Capital Advisors, LLC400$2.00K0.00%00.0%Unchanged
Parallel Advisors, LLC569$2.00K0.00%+344+152.9%Added
Cassady Schiller Wealth Management, LLC500$2.00K0.00%+500New
Steward Financial Group LLC575$2.00K0.00%+575New
Baron Financial Group, LLC460$2.01K0.00%00.0%Unchanged
Allworth Financial LP677$3.00K0.00%−100−12.9%Reduced
Ashburton (Jersey) Ltd590$3.00K0.00%00.0%Unchanged
Proequities, Inc.1,000$4.00K0.00%−192−16.1%Reduced
Salem Investment Counselors Inc1,000$4.00K0.00%00.0%Unchanged
First Command Financial Services, Inc.1,000$4.00K0.00%00.0%Unchanged
Focused Wealth Management, Inc900$4.00K0.00%00.0%Unchanged
Quadrant Capital Group LLC871$4.00K0.00%00.0%Unchanged
Horan Securities, Inc.970$4.00K0.00%+970New
CoreCap Advisors, LLC890$4.00K0.00%+890New
TD Waterhouse Canada Inc.1,000$4.49K0.00%+1,000New
Reilly Financial Advisors, LLC1,173$5.00K0.00%00.0%Unchanged
TD Capital Management LLC1,200$5.00K0.00%00.0%Unchanged
Cypress Capital Management LLC (WY)1,150$5.00K0.00%00.0%Unchanged
Sound Income Strategies, LLC1,175$5.00K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC1,182$5.00K0.00%00.0%Unchanged
Captrust Financial Advisors1,093$5.00K0.00%+249+29.5%Added
CWM, LLC1,039$5.00K0.00%+1,039New
CarsonAllaria Wealth Management, Ltd.1,259$5.00K0.00%+1,259New
Geneos Wealth Management Inc.1,437$6.00K0.00%−100−6.5%Reduced
Credit Agricole S A1,309$6.00K0.00%00.0%Unchanged
Tyler-Stone Wealth Management1,308$6.00K0.00%+1,308New
Benjamin Edwards Inc1,577$7.00K0.00%+1,577New
Harbour Investments, Inc.1,761$8.00K0.00%−256−12.7%Reduced
First Command Bank1,000$8.00K0.00%00.0%Unchanged
FAI Wealth Management2,000$8.00K0.01%+1,000+100.0%Added
High Net Worth Advisory Group LLC1,850$8.00K0.00%+1,850New
Future Financial Wealth Managment LLC2,000$9.00K0.01%+2,000New
The PNC Financial Services Group, Inc.2,382$10.0K0.00%−1,008−29.7%Reduced
Signaturefd, LLC2,246$10.0K0.00%+424+23.3%Added
Tower Research Capital LLC (TRC)2,552$11.0K0.00%−4,404−63.3%Reduced
Fifth Third Bancorp2,453$11.0K0.00%−1,000−29.0%Reduced
Penserra Capital Management LLC2,702$11.0K0.00%+1,630+152.1%Added
Sterling Investment Advisors, Ltd.3,100$14.0K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.3,550$15.0K0.00%−200−5.3%Reduced
Valley National Advisers Inc3,700$16.0K0.00%00.0%Unchanged
Creative Financial Designs Inc3,580$16.0K0.00%+200+5.9%Added
Nisa Investment Advisors, LLC4,740$16.0K0.00%+4,140+690.0%Added
US Bancorp4,030$18.0K0.00%−352−8.0%Reduced
Macquarie Group Ltd4,148$18.0K0.00%00.0%Unchanged