Skip to main content

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 2022

Institutional positions in Workhorse Group Inc. as of Dec 31, 2022. 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
213
+6 vs. Q3 2022
Shares held
58.9M
+6.22M (+11.8%) vs. Q3 2022
Total value
$89.6M
−$61.5M (−40.7%) vs. Q3 2022
New holders
39
58 more added
Sold out
33
51 more reduced

3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: 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 2022: 213 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 2022: $89.6M
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 2022

Shares, value and share of portfolio for each institution holding Workhorse Group Inc.; share changes are against Q3 2022.

Institutions holding WKHS in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Cutler Group LP300$00.00%−1,232−80.4%Reduced
AlphaMark Advisors, LLC200$00.00%00.0%Unchanged
Hantz Financial Services, Inc.17$00.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC325$00.00%+104+47.1%Added
Boulder Wealth Advisors, LLC300$00.00%+300New
Steward Financial Group LLC575$00.00%+575New
VitalStone Financial, LLC3$00.00%+3New
Albion Financial Group10$150.00%00.0%Unchanged
Trustcore Financial Services, LLC10$150.00%00.0%Unchanged
Atwood & Palmer Inc15$230.00%00.0%Unchanged
Wolff Wiese Magana LLC20$300.00%00.0%Unchanged
HM Payson & Co35$530.00%+5+16.7%Added
Quent Capital, LLC45$680.00%00.0%Unchanged
Investors Research Corp50$760.00%00.0%Unchanged
Rise Advisors, LLC50$760.00%00.0%Unchanged
Lumature Wealth Partners, LLC60$910.00%00.0%Unchanged
M&R Capital Management Inc75$1140.00%+75New
Ritter Daniher Financial Advisory LLC90$1370.00%+90New
ICA Group Wealth Management, LLC75$1660.00%+75New
EverSource Wealth Advisors, LLC111$1690.00%00.0%Unchanged
Clearstead Advisors, LLC125$1900.00%00.0%Unchanged
Crewe Advisors LLC135$2050.00%00.0%Unchanged
McIlrath & Eck, LLC150$2280.00%00.0%Unchanged
Proequities, Inc.200$3040.00%00.0%Unchanged
Clean Yield Group200$3040.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC200$3040.00%+200New
Cary Street Partner Investment Advisory LLC200$3040.00%+200New
Beaird Harris Wealth Management, LLC268$4070.00%00.0%Unchanged
Trust Co of Vermont300$4560.00%00.0%Unchanged
Farther Finance Advisors, LLC300$4560.00%+300New
Kelly Financial Services LLC308$4680.00%00.0%Unchanged
Belpointe Asset Management LLC1,195$5290.00%+1,195New
EWG Elevate Inc.386$5870.00%+386New
Glassman Wealth Services388$5900.00%+388New
MCF Advisors LLC420$6380.00%00.0%Unchanged
Harbour Investments, Inc.480$7300.00%00.0%Unchanged
BerganKDV Wealth Management, LLC500$7600.00%00.0%Unchanged
JNBA Financial Advisors550$8360.00%00.0%Unchanged
Ten Capital Wealth Advisors, LLC552$8390.00%+187+51.2%Added
Simplex Trading, LLC1,100$1.00K0.00%−86,278−98.7%Reduced
CarsonAllaria Wealth Management, Ltd.801$1.00K0.00%−458−36.4%Reduced
Ashburton (Jersey) Ltd590$1.00K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.500$1.00K0.00%00.0%Unchanged
Parkside Financial Bank & Trust668$1.01K0.00%00.0%Unchanged
Red Tortoise LLC677$1.03K0.00%+677New
Parallax Volatility Advisers, L.P.695$1.06K0.00%−6,108−89.8%Reduced
Parallel Advisors, LLC722$1.10K0.00%+722New
Sargent Bickham Lagudis LLC728$1.11K0.00%00.0%Unchanged
AdvisorShares Investments LLC774$1.18K0.00%00.0%Unchanged
National Bank of Canada845$1.28K0.00%00.0%Unchanged
Focused Wealth Management, Inc900$1.37K0.00%00.0%Unchanged
Rational Advisors LLC910$1.38K0.00%00.0%Unchanged
Global Retirement Partners, LLC950$1.44K0.00%00.0%Unchanged
Horan Securities, Inc.970$1.47K0.00%00.0%Unchanged
Salem Investment Counselors Inc1,000$1.52K0.00%−40−3.8%Reduced
Romano Brothers and Company1,000$1.52K0.00%+1,000New
US Bancorp1,021$1.55K0.00%+542+113.2%Added
TD Waterhouse Canada Inc.1,000$1.61K0.00%00.0%Unchanged
Sound Income Strategies, LLC1,175$1.79K0.00%00.0%Unchanged
CoreCap Advisors, LLC1,190$1.81K0.00%+1,190New
TD Capital Management LLC1,200$1.82K0.00%00.0%Unchanged
Addison Advisors LLC1,250$1.90K0.00%00.0%Unchanged
Credit Agricole S A1,309$1.99K0.00%00.0%Unchanged
Tyler-Stone Wealth Management1,308$2.00K0.00%00.0%Unchanged
Benjamin Edwards Inc1,000$2.00K0.00%00.0%Unchanged
Quadrant Capital Group LLC1,370$2.08K0.00%−163−10.6%Reduced
Allworth Financial LP1,500$2.28K0.00%−100−6.3%Reduced
Headlands Technologies LLC1,705$3.00K0.00%+1,705New
Signaturefd, LLC2,306$3.50K0.00%+153+7.1%Added
Cassady Schiller Wealth Management, LLC2,450$3.72K0.00%+2,450New
Money Concepts Capital Corp3,577$5.44K0.00%+3,577New
Valley National Advisers Inc3,700$6.00K0.00%00.0%Unchanged
CWM, LLC3,706$6.00K0.00%+1,766+91.0%Added
Register Financial Advisors LLC4,000$6.08K0.00%+4,000New
GWM Advisors LLC7,480$6.42K0.00%+7,480New
Fifth Third Bancorp4,230$6.43K0.00%−223−5.0%Reduced
Rockefeller Capital Management L.P.4,768$7.00K0.00%+1,046+28.1%Added
Newbridge Financial Services Group, Inc.5,054$7.68K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co5,595$8.50K0.00%00.0%Unchanged
Creative Financial Designs Inc5,980$9.09K0.00%00.0%Unchanged
Dark Forest Capital Management LP6,350$9.65K0.00%+6,194+3,970.5%Added
FMR LLC6,823$10.4K0.00%+570+9.1%Added
Great West Life Assurance Co7,158$11.0K0.00%00.0%Unchanged
Riverview Trust Co7,046$11.0K0.01%+7,046New
Castleark Management LLC7,540$11.5K0.00%00.0%Unchanged
Ancora Advisors, LLC7,750$12.0K0.00%−25,000−76.3%Reduced
Metropolitan Life Insurance Co9,246$14.1K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)9,521$14.5K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec9,668$14.7K0.00%−965−9.1%Reduced
Merit Financial Group, LLC10,065$15.3K0.00%00.0%Unchanged
Investment Advisory Group, LLC10,300$15.7K0.01%00.0%Unchanged
9258 Wealth Management, LLC10,400$15.8K0.00%00.0%Unchanged
MML Investors Services, LLC10,332$16.0K0.00%−160−1.5%Reduced
CI Private Wealth, LLC10,810$16.4K0.00%+10,810New
Carnegie Capital Asset Management, LLC11,730$17.8K0.00%00.0%Unchanged
Clarus Group, Inc.11,864$18.0K0.02%−9,186−43.6%Reduced
Level Four Advisory Services, LLC12,259$18.6K0.00%+589+5.0%Added
Camden Capital, LLC12,615$19.2K0.00%+12,615New
Beacon Capital Management, LLC12,655$19.2K0.01%00.0%Unchanged
Private Advisor Group, LLC15,024$20.5K0.00%−939−5.9%Reduced