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, Q1 2023

Institutional positions in Workhorse Group Inc. as of Mar 31, 2023. 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
201
−6 vs. Q4 2022
Shares held
61.0M
+2.19M (+3.7%) vs. Q4 2022
Total value
$81.2M
−$8.36M (−9.3%) vs. Q4 2022
New holders
25
50 more added
Sold out
31
57 more reduced

6 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 201 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 heldQ1 2023: $81.2M
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, Q1 2023

Shares, value and share of portfolio for each institution holding Workhorse Group Inc.; share changes are against Q4 2022.

Institutions holding WKHS in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Hantz Financial Services, Inc.20$00.00%+3+17.6%Added
AlphaMark Advisors, LLC200$00.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC325$00.00%00.0%Unchanged
Ogorek Anthony Joseph50$00.00%+50New
Toronto Dominion Bank60$00.00%+60New
MBM Wealth Consultants, LLC50$00.00%00.0%Unchanged
Albion Financial Group10$140.00%00.0%Unchanged
Atwood & Palmer Inc15$200.00%00.0%Unchanged
Wolff Wiese Magana LLC20$270.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.22$290.00%+22New
Baystate Wealth Management LLC30$400.00%+30New
HM Payson & Co40$540.00%+5+14.3%Added
Quent Capital, LLC45$600.00%00.0%Unchanged
Investors Research Corp50$670.00%00.0%Unchanged
Rise Advisors, LLC50$670.00%00.0%Unchanged
Lumature Wealth Partners, LLC60$800.00%00.0%Unchanged
ICA Group Wealth Management, LLC75$1000.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC90$1200.00%00.0%Unchanged
Clearstead Advisors, LLC125$1670.00%00.0%Unchanged
Crewe Advisors LLC135$1800.00%00.0%Unchanged
McIlrath & Eck, LLC150$2000.00%00.0%Unchanged
NewSquare Capital LLC150$2000.00%+150New
Proequities, Inc.200$2660.00%00.0%Unchanged
Clean Yield Group200$2660.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC200$2660.00%00.0%Unchanged
Lindbrook Capital, LLC232$3090.00%+232New
Beaird Harris Wealth Management, LLC268$3560.00%00.0%Unchanged
Trust Co of Vermont300$3990.00%00.0%Unchanged
Farther Finance Advisors, LLC300$3990.00%00.0%Unchanged
Kelly Financial Services LLC308$4100.00%00.0%Unchanged
Cape Investment Advisory, Inc.318$4230.00%+318New
MCF Advisors LLC420$5590.00%00.0%Unchanged
Harbour Investments, Inc.480$6380.00%00.0%Unchanged
BerganKDV Wealth Management, LLC500$6650.00%00.0%Unchanged
JNBA Financial Advisors550$7320.00%00.0%Unchanged
Parkside Financial Bank & Trust668$8890.00%00.0%Unchanged
Ten Capital Wealth Advisors, LLC703$9350.00%+151+27.4%Added
US Bancorp721$9590.00%−300−29.4%Reduced
Benjamin Edwards Inc1,000$1.00K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.500$1.00K0.00%00.0%Unchanged
Simplex Trading, LLC1,100$1.00K0.00%00.0%Unchanged
Ashburton (Jersey) Ltd590$1.00K0.00%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.801$1.06K0.00%00.0%Unchanged
National Bank of Canada845$1.12K0.00%00.0%Unchanged
Global Retirement Partners, LLC1,001$1.14K0.00%+51+5.4%Added
Focused Wealth Management, Inc900$1.20K0.00%00.0%Unchanged
Rational Advisors LLC910$1.21K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.1,000$1.26K0.00%00.0%Unchanged
Glassman Wealth Services949$1.26K0.00%+561+144.6%Added
AdvisorShares Investments LLC968$1.29K0.00%+194+25.1%Added
Horan Securities, Inc.970$1.29K0.00%00.0%Unchanged
Credit Agricole S A1,000$1.33K0.00%−309−23.6%Reduced
Salem Investment Counselors Inc1,000$1.33K0.00%00.0%Unchanged
Sound Income Strategies, LLC1,175$1.56K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC1,182$1.57K0.00%+1,182New
TD Capital Management LLC1,200$1.60K0.00%00.0%Unchanged
Quadrant Capital Group LLC1,243$1.65K0.00%−127−9.3%Reduced
Addison Advisors LLC1,250$1.66K0.00%00.0%Unchanged
Allworth Financial LP1,500$2.00K0.00%00.0%Unchanged
Signaturefd, LLC1,954$2.60K0.00%−352−15.3%Reduced
International Assets Investment Management, LLC2,270$3.02K0.00%+2,270New
Cassady Schiller Wealth Management, LLC2,450$3.26K0.00%00.0%Unchanged
Valley National Advisers Inc3,700$4.00K0.00%00.0%Unchanged
CWM, LLC3,194$4.00K0.00%−512−13.8%Reduced
GWM Advisors LLC3,161$4.20K0.00%−4,319−57.7%Reduced
Register Financial Advisors LLC4,000$5.32K0.00%00.0%Unchanged
Belpointe Asset Management LLC6,895$5.51K0.00%+5,700+477.0%Added
Fifth Third Bancorp4,230$5.63K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.5,054$6.72K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co5,595$7.44K0.00%00.0%Unchanged
Creative Financial Designs Inc5,980$7.95K0.00%00.0%Unchanged
IFP Advisors, Inc3,405$8.92K0.00%−7,955−70.0%Reduced
Great West Life Assurance Co7,158$9.00K0.00%00.0%Unchanged
Riverview Trust Co7,046$9.37K0.01%00.0%Unchanged
Castleark Management LLC7,540$10.0K0.00%00.0%Unchanged
Ancora Advisors, LLC7,750$10.3K0.00%00.0%Unchanged
Metropolitan Life Insurance Co8,240$11.0K0.00%−1,006−10.9%Reduced
David Loasby11,300$12.6K0.00%+100+0.9%Added
Zurcher Kantonalbank (Zurich Cantonalbank)9,521$12.7K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec9,633$12.8K0.00%−35−0.4%Reduced
Creative Planning10,110$13.4K0.00%−40,565−80.0%Reduced
Investment Advisory Group, LLC10,150$13.5K0.01%−150−1.5%Reduced
9258 Wealth Management, LLC10,400$13.8K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)9,826$14.0K0.00%−6,707−40.6%Reduced
Boothbay Fund Management, LLC10,778$14.3K0.00%+10,778New
Russell Investments Group, Ltd.10,787$14.3K0.00%+10,787New
Marex Group plc11,620$15.5K0.00%+11,620New
Level Four Advisory Services, LLC11,670$15.5K0.00%−589−4.8%Reduced
Carnegie Capital Asset Management, LLC11,730$15.6K0.00%00.0%Unchanged
Clarus Group, Inc.11,864$15.8K0.01%00.0%Unchanged
Ameritas Investment Partners, Inc.11,961$15.9K0.00%00.0%Unchanged
Amundi14,467$16.1K0.00%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.12,121$16.1K0.00%−1,809−13.0%Reduced
Camden Capital, LLC12,615$16.8K0.00%00.0%Unchanged
Beacon Capital Management, LLC12,655$16.8K0.00%00.0%Unchanged
Private Advisor Group, LLC13,184$17.5K0.00%−1,840−12.2%Reduced
Pinnacle Wealth Planning Services, Inc.13,499$18.0K0.00%−31,642−70.1%Reduced
Janney Montgomery Scott LLC13,835$18.0K0.00%−2,500−15.3%Reduced
Thrivent Financial for Lutherans13,524$18.0K0.00%+13,524New
Avantax Advisory Services, Inc.13,925$18.5K0.00%+13,925New