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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, Q3 2023

Institutional positions in Workhorse Group Inc. as of Sep 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
177
−6 vs. Q2 2023
Shares held
53.1M
−160.9K (−0.3%) vs. Q2 2023
Total value
$22.0M
−$24.4M (−52.6%) vs. Q2 2023
New holders
23
41 more added
Sold out
29
40 more reduced

2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 177 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 heldQ3 2023: $22.0M
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, Q3 2023

Shares, value and share of portfolio for each institution holding Workhorse Group Inc.; share changes are against Q2 2023.

Institutions holding WKHS in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Benjamin Edwards Inc1,000$00.00%00.0%Unchanged
Tyler-Stone Wealth Management1,126$00.00%00.0%Unchanged
Hantz Financial Services, Inc.20$00.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.510$00.00%00.0%Unchanged
VitalStone Financial, LLC3$00.00%00.0%Unchanged
Cutler Group LP1,953$00.00%+1,953New
Avion Wealth1,509$00.00%+1,509New
VisionPoint Advisory Group, LLC5$20.00%00.0%Unchanged
EverSource Wealth Advisors, LLC10$40.00%00.0%Unchanged
Albion Financial Group10$50.00%00.0%Unchanged
Atwood & Palmer Inc15$70.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.22$90.00%00.0%Unchanged
Wolff Wiese Magana LLC20$90.00%00.0%Unchanged
Baystate Wealth Management LLC30$120.00%00.0%Unchanged
HM Payson & Co30$130.00%−25−45.5%Reduced
Carmichael Hill & Associates, Inc.40$170.00%00.0%Unchanged
Investors Research Corp50$210.00%00.0%Unchanged
Rise Advisors, LLC50$210.00%00.0%Unchanged
Toronto Dominion Bank60$250.00%00.0%Unchanged
Clearstead Advisors, LLC125$520.00%00.0%Unchanged
Crewe Advisors LLC135$560.00%00.0%Unchanged
NewSquare Capital LLC150$620.00%00.0%Unchanged
McIlrath & Eck, LLC150$620.00%00.0%Unchanged
Proequities, Inc.200$820.00%00.0%Unchanged
Peoples Bank200$820.00%+200New
Clean Yield Group200$960.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC240$990.00%+240New
Harbour Investments, Inc.280$1160.00%00.0%Unchanged
Trust Co of Vermont300$1240.00%00.0%Unchanged
Farther Finance Advisors, LLC300$1240.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC300$1240.00%+300New
PSI Advisors, LLC307$1270.00%00.0%Unchanged
Kelly Financial Services LLC308$1280.00%00.0%Unchanged
Cape Investment Advisory, Inc.318$1320.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC325$1350.00%+325New
MCF Advisors LLC420$1750.00%00.0%Unchanged
US Bancorp479$1980.00%00.0%Unchanged
Bull Oak Capital, LLC500$2070.00%+500New
JNBA Financial Advisors550$2280.00%00.0%Unchanged
Parkside Financial Bank & Trust668$2770.00%00.0%Unchanged
National Bank of Canada845$3270.00%00.0%Unchanged
Quadrant Capital Group LLC807$3350.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.814$3370.00%+814New
Focused Wealth Management, Inc900$3730.00%00.0%Unchanged
TD Waterhouse Canada Inc.1,000$3900.00%00.0%Unchanged
Global Retirement Partners, LLC1,001$4050.00%00.0%Unchanged
Salem Investment Counselors Inc1,000$4150.00%00.0%Unchanged
Sound Income Strategies, LLC1,175$4870.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC1,182$4900.00%00.0%Unchanged
Signaturefd, LLC1,200$4970.00%−400−25.0%Reduced
TD Capital Management LLC1,200$4970.00%00.0%Unchanged
Addison Advisors LLC1,250$5180.00%00.0%Unchanged
Credit Agricole S A1,309$5420.00%+309+30.9%Added
GWM Advisors LLC1,408$5830.00%−1,998−58.7%Reduced
Allworth Financial LP1,500$6220.00%00.0%Unchanged
Federated Hermes, Inc.1,601$6630.00%+1,601New
Creative Financial Designs Inc1,730$7170.00%−4,250−71.1%Reduced
Rational Advisors LLC910$7930.00%00.0%Unchanged
CWM, LLC1,940$1.00K0.00%−64−3.2%Reduced
AlphaMark Advisors, LLC1,400$1.00K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC2,450$1.01K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.2,915$1.21K0.00%−555−16.0%Reduced
IFP Advisors, Inc3,405$1.41K0.00%00.0%Unchanged
Fifth Third Bancorp3,500$1.45K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.3,554$1.47K0.00%−1,500−29.7%Reduced
Ancora Advisors, LLC3,750$1.55K0.00%−1,000−21.1%Reduced
Castleark Management LLC3,770$1.56K0.00%00.0%Unchanged
Register Financial Advisors LLC4,000$1.66K0.00%00.0%Unchanged
Valley National Advisers Inc3,700$2.00K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co5,095$2.11K0.00%00.0%Unchanged
MML Investors Services, LLC10,725$4.00K0.00%+10,725New
Investment Advisory Group, LLC10,150$4.21K0.00%00.0%Unchanged
First Affirmative Financial Network10,163$4.21K0.00%+10,163New
Xponance, Inc.10,279$4.26K0.00%+10,279New
9258 Wealth Management, LLC10,400$4.31K0.00%00.0%Unchanged
Cantor Fitzgerald, L. P.10,515$4.36K0.00%+10,515New
Marex Group plc11,620$4.82K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec11,633$4.82K0.00%+2,000+20.8%Added
Carnegie Capital Asset Management, LLC11,730$4.86K0.00%−6−0.1%Reduced
Clarus Group, Inc.11,864$4.92K0.00%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.11,935$4.95K0.00%−1,166−8.9%Reduced
Ameritas Investment Partners, Inc.11,961$4.96K0.00%00.0%Unchanged
Janney Montgomery Scott LLC11,550$5.00K0.00%−285−2.4%Reduced
Camden Capital, LLC12,615$5.23K0.00%00.0%Unchanged
Legal & General Group Plc13,048$5.41K0.00%−3,942−23.2%Reduced
Level Four Advisory Services, LLC13,336$5.53K0.00%00.0%Unchanged
Walleye Trading LLC14,062$5.83K0.00%−6,652−32.1%Reduced
Beacon Pointe Advisors, LLC14,330$5.94K0.00%+14,330New
Ameritas Advisory Services, LLC13,359$5.98K0.00%−57,061−81.0%Reduced
Thrivent Financial for Lutherans13,424$6.00K0.00%00.0%Unchanged
Estabrook Capital Management15,000$6.22K0.00%00.0%Unchanged
Ameriprise Financial Inc15,290$6.34K0.00%+603+4.1%Added
Formidable Asset Management, LLC15,825$6.56K0.00%+15,825New
Private Advisor Group, LLC16,001$6.63K0.00%+2,634+19.7%Added
Amalgamated Bank15,998$7.00K0.00%00.0%Unchanged
Kohmann Bosshard Financial Services, LLC17,000$7.04K0.00%00.0%Unchanged
Dimensional Fund Advisors LP17,692$7.33K0.00%00.0%Unchanged
AE Wealth Management LLC17,798$7.38K0.00%−2,531−12.5%Reduced
Dynamic Advisor Solutions LLC18,100$7.50K0.00%+18,100New
Advisory Services Network, LLC19,050$7.89K0.00%−15,100−44.2%Reduced