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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, Q2 2023

Institutional positions in Workhorse Group Inc. as of Jun 30, 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
185
−15 vs. Q1 2023
Shares held
53.2M
−7.79M (−12.8%) vs. Q1 2023
Total value
$46.5M
−$34.7M (−42.8%) vs. Q1 2023
New holders
24
48 more added
Sold out
39
48 more reduced

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 185 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 heldQ2 2023: $46.5M
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, Q2 2023

Shares, value and share of portfolio for each institution holding Workhorse Group Inc.; share changes are against Q1 2023.

Institutions holding WKHS in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Benjamin F. Edwards & Company, Inc.510$00.00%+10+2.0%Added
Toronto Dominion Bank60$00.00%00.0%Unchanged
Hantz Financial Services, Inc.20$00.00%00.0%Unchanged
VitalStone Financial, LLC3$00.00%+3New
Gradient Investments LLC1$10.00%+1New
Zurcher Kantonalbank (Zurich Cantonalbank)4$30.00%−9,517−100.0%Reduced
VisionPoint Advisory Group, LLC5$40.00%+5New
Albion Financial Group10$90.00%00.0%Unchanged
EverSource Wealth Advisors, LLC10$90.00%+10New
Atwood & Palmer Inc15$140.00%00.0%Unchanged
Wolff Wiese Magana LLC20$180.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.22$190.00%00.0%Unchanged
Baystate Wealth Management LLC30$260.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.40$350.00%+40New
Quent Capital, LLC45$390.00%00.0%Unchanged
Investors Research Corp50$440.00%00.0%Unchanged
Rise Advisors, LLC50$440.00%00.0%Unchanged
HM Payson & Co55$480.00%+15+37.5%Added
Lumature Wealth Partners, LLC60$520.00%00.0%Unchanged
ICA Group Wealth Management, LLC75$660.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC90$790.00%00.0%Unchanged
Nisa Investment Advisors, LLC100$870.00%−143,601−99.9%Reduced
Clearstead Advisors, LLC125$1090.00%00.0%Unchanged
Crewe Advisors LLC135$1180.00%00.0%Unchanged
NewSquare Capital LLC150$1310.00%00.0%Unchanged
McIlrath & Eck, LLC150$1310.00%00.0%Unchanged
Proequities, Inc.200$1740.00%00.0%Unchanged
Clean Yield Group200$1740.00%00.0%Unchanged
Harbour Investments, Inc.280$2440.00%−200−41.7%Reduced
Trust Co of Vermont300$2610.00%00.0%Unchanged
Farther Finance Advisors, LLC300$2610.00%00.0%Unchanged
Kelly Financial Services LLC308$2680.00%00.0%Unchanged
PSI Advisors, LLC307$2680.00%+307New
Cape Investment Advisory, Inc.318$2770.00%00.0%Unchanged
MCF Advisors LLC420$3670.00%00.0%Unchanged
US Bancorp479$4170.00%−242−33.6%Reduced
BerganKDV Wealth Management, LLC500$4360.00%00.0%Unchanged
JNBA Financial Advisors550$4800.00%00.0%Unchanged
Parkside Financial Bank & Trust668$5830.00%00.0%Unchanged
Quadrant Capital Group LLC807$7040.00%−436−35.1%Reduced
National Bank of Canada845$7350.00%00.0%Unchanged
Focused Wealth Management, Inc900$7840.00%00.0%Unchanged
Rational Advisors LLC910$7930.00%00.0%Unchanged
TD Waterhouse Canada Inc.1,000$8700.00%00.0%Unchanged
Salem Investment Counselors Inc1,000$8720.00%00.0%Unchanged
Credit Agricole S A1,000$8720.00%00.0%Unchanged
Global Retirement Partners, LLC1,001$8720.00%00.0%Unchanged
Horan Securities, Inc.1,090$9500.00%+120+12.4%Added
Benjamin Edwards Inc1,000$1.00K0.00%00.0%Unchanged
Ashburton (Jersey) Ltd590$1.00K0.00%00.0%Unchanged
AlphaMark Advisors, LLC1,400$1.00K0.00%+1,200+600.0%Added
Tyler-Stone Wealth Management1,126$1.00K0.00%+1,126New
Sound Income Strategies, LLC1,175$1.02K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC1,182$1.03K0.00%00.0%Unchanged
TD Capital Management LLC1,200$1.05K0.00%00.0%Unchanged
Addison Advisors LLC1,250$1.09K0.00%00.0%Unchanged
Allworth Financial LP1,500$1.31K0.00%00.0%Unchanged
Signaturefd, LLC1,600$1.40K0.00%−354−18.1%Reduced
Options Solutions, LLC1,600$1.40K0.00%+1,600New
CWM, LLC2,004$2.00K0.00%−1,190−37.3%Reduced
Cassady Schiller Wealth Management, LLC2,450$2.13K0.00%00.0%Unchanged
GWM Advisors LLC3,406$2.97K0.00%+245+7.8%Added
The PNC Financial Services Group, Inc.3,470$3.03K0.00%−36,149−91.2%Reduced
Fifth Third Bancorp3,500$3.05K0.00%−730−17.3%Reduced
Castleark Management LLC3,770$3.29K0.00%−3,770−50.0%Reduced
Register Financial Advisors LLC4,000$3.49K0.00%00.0%Unchanged
Valley National Advisers Inc3,700$4.00K0.00%00.0%Unchanged
Ancora Advisors, LLC4,750$4.14K0.00%−3,000−38.7%Reduced
Newbridge Financial Services Group, Inc.5,054$4.41K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co5,095$4.44K0.00%−500−8.9%Reduced
FMR LLC5,820$5.07K0.00%−12,351−68.0%Reduced
Creative Financial Designs Inc5,980$5.21K0.00%00.0%Unchanged
Metropolitan Life Insurance Co8,240$7.18K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec9,633$8.40K0.00%00.0%Unchanged
Investment Advisory Group, LLC10,150$8.85K0.00%00.0%Unchanged
IFP Advisors, Inc3,405$8.92K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)10,385$9.06K0.00%+559+5.7%Added
9258 Wealth Management, LLC10,400$9.06K0.00%00.0%Unchanged
Janney Montgomery Scott LLC11,835$10.0K0.00%−2,000−14.5%Reduced
Xcel Wealth Management, LLC11,528$10.0K0.00%+11,528New
Marex Group plc11,620$10.1K0.00%00.0%Unchanged
David Loasby11,310$10.1K0.00%+10+0.1%Added
Carnegie Capital Asset Management, LLC11,736$10.2K0.00%+6+0.1%Added
Clarus Group, Inc.11,864$10.3K0.01%00.0%Unchanged
Ameritas Investment Partners, Inc.11,961$10.4K0.00%00.0%Unchanged
Camden Capital, LLC12,615$11.0K0.00%00.0%Unchanged
Beacon Capital Management, LLC12,655$11.0K0.00%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.13,101$11.4K0.00%+980+8.1%Added
Level Four Advisory Services, LLC13,336$11.6K0.00%+1,666+14.3%Added
Thrivent Financial for Lutherans13,424$12.0K0.00%−100−0.7%Reduced
Ameriprise Financial Inc14,687$12.8K0.00%−19,065−56.5%Reduced
Estabrook Capital Management15,000$13.1K0.00%00.0%Unchanged
Amalgamated Bank15,998$14.0K0.00%−4,699−22.7%Reduced
Legal & General Group Plc16,990$14.8K0.00%−21,593−56.0%Reduced
Kohmann Bosshard Financial Services, LLC17,000$14.8K0.00%00.0%Unchanged
Dimensional Fund Advisors LP17,692$15.4K0.00%−51,412−74.4%Reduced
Principal Financial Group Inc17,727$15.5K0.00%+805+4.8%Added
Victory Capital Management Inc17,992$15.7K0.00%−419−2.3%Reduced
JustInvest LLC18,561$16.2K0.00%+18,561New
Johnson Investment Counsel Inc19,402$16.9K0.00%−1,010−4.9%Reduced