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 2023
Institutional positions in Workhorse Group Inc. as of Dec 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
- 170
- −7 vs. Q3 2023
- Shares held
- 51.3M
- −1.80M (−3.4%) vs. Q3 2023
- Total value
- $18.5M
- −$3.57M (−16.2%) vs. Q3 2023
- New holders
- 25
- 53 more added
- Sold out
- 32
- 33 more reduced
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 64 | $1.47M |
| Q1 2026 | 67 | $643.0K |
| Q4 2025 | 70 | $415.8K |
| Q3 2025 | 67 | $739.4K |
| Q2 2025 | 69 | $555.4K |
| Q1 2025 | 69 | $381.8K |
| Q4 2024 | 92 | $1.87M |
| Q3 2024 | 94 | $1.74M |
| Q2 2024 | 104 | $3.78M |
| Q1 2024 | 169 | $12.7M |
| Q4 2023 | 170 | $18.5M |
| Q3 2023 | 177 | $22.0M |
| Q2 2023 | 185 | $46.5M |
| Q1 2023 | 201 | $81.2M |
| Q4 2022 | 213 | $89.6M |
| Q3 2022 | 210 | $151.2M |
| Q2 2022 | 212 | $133.6M |
| Q1 2022 | 222 | $250.8M |
| Q4 2021 | 235 | $223.7M |
| Q3 2021 | 240 | $361.0M |
| Q2 2021 | 250 | $810.9M |
| Q1 2021 | 261 | $753.8M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Workhorse Group Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Householder Group Estate & Retirement Specialist, LLC | 325 | $0 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 17 | $0 | 0.00% | −3−15.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 500 | $0 | 0.00% | −10−2.0% | Reduced |
| Benjamin Edwards Inc | 1,000 | $0 | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 285 | $0 | 0.00% | −1,668−85.4% | Reduced |
| VitalStone Financial, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Ashburton (Jersey) Ltd | 590 | $0 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 5 | $2 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 10 | $4 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 15 | $6 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 22 | $8 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $8 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 30 | $11 | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 30 | $11 | 0.00% | +30 | New |
| Truvestments Capital LLC | 34 | $12 | 0.00% | +34 | New |
| Investors Research Corp | 50 | $18 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 50 | $18 | 0.00% | +50 | New |
| Main Street Group, LTD | 50 | $18 | 0.00% | +50 | New |
| Toronto Dominion Bank | 60 | $22 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 80 | $29 | 0.00% | +80 | New |
| Cape Investment Advisory, Inc. | 146 | $53 | 0.00% | −172−54.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 150 | $54 | 0.00% | −150−50.0% | Reduced |
| NewSquare Capital LLC | 150 | $54 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 150 | $54 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 172 | $62 | 0.00% | +172 | New |
| Frazier Financial Advisors, LLC | 175 | $63 | 0.00% | +175 | New |
| Peoples Bank | 200 | $70 | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 200 | $72 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 200 | $72 | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 200 | $72 | 0.00% | +200 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 240 | $86 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 280 | $101 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 300 | $108 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 308 | $111 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 307 | $111 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 430 | $155 | 0.00% | +130+43.3% | Added |
| US Bancorp | 479 | $172 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 550 | $198 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 668 | $241 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 700 | $252 | 0.00% | +280+66.7% | Added |
| Focused Wealth Management, Inc | 800 | $288 | 0.00% | −100−11.1% | Reduced |
| Quadrant Capital Group LLC | 807 | $291 | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 814 | $293 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 845 | $305 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,001 | $314 | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 1,000 | $360 | 0.00% | −309−23.6% | Reduced |
| Salem Investment Counselors Inc | 1,000 | $360 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,000 | $360 | 0.00% | +1,000 | New |
| Tyler-Stone Wealth Management | 1,126 | $406 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,175 | $423 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,182 | $426 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,200 | $430 | 0.00% | +200+20.0% | Added |
| Signaturefd, LLC | 1,200 | $432 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 1,200 | $432 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,250 | $450 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,248 | $450 | 0.00% | +1,238+12,380.0% | Added |
| GWM Advisors LLC | 1,448 | $521 | 0.00% | +40+2.8% | Added |
| Allworth Financial LP | 1,500 | $541 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,215 | $797 | 0.00% | +2,215 | New |
| Ancora Advisors, LLC | 2,250 | $810 | 0.00% | −1,500−40.0% | Reduced |
| Valley National Advisers Inc | 3,700 | $1.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,400 | $1.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,940 | $1.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 3,327 | $1.20K | 0.00% | +1,726+107.8% | Added |
| Cassady Schiller Wealth Management, LLC | 3,450 | $1.24K | 0.00% | +1,000+40.8% | Added |
| Newbridge Financial Services Group, Inc. | 3,500 | $1.26K | 0.00% | −54−1.5% | Reduced |
| LM Advisors LLC | 3,500 | $1.26K | 0.00% | +3,500 | New |
| Castleark Management LLC | 3,770 | $1.36K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,809 | $1.37K | 0.00% | +894+30.7% | Added |
| IFP Advisors, Inc | 4,505 | $1.62K | 0.00% | +1,100+32.3% | Added |
| Northwestern Mutual Wealth Management Co | 5,145 | $1.85K | 0.00% | +50+1.0% | Added |
| Advisory Services Network, LLC | 5,500 | $1.98K | 0.00% | −13,550−71.1% | Reduced |
| HighPoint Advisor Group LLC | 13,024 | $3.00K | 0.00% | +13,024 | New |
| Walleye Trading LLC | 8,989 | $3.24K | 0.00% | −5,073−36.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 9,733 | $3.50K | 0.00% | −1,900−16.3% | Reduced |
| Sterling Investment Advisors, Ltd. | 10,000 | $3.60K | 0.00% | +10,000 | New |
| Investment Advisory Group, LLC | 10,150 | $3.65K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 10,945 | $3.94K | 0.00% | −990−8.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 11,000 | $3.96K | 0.00% | −730−6.2% | Reduced |
| Janney Montgomery Scott LLC | 11,350 | $4.00K | 0.00% | −200−1.7% | Reduced |
| MML Investors Services, LLC | 10,800 | $4.00K | 0.00% | +75+0.7% | Added |
| Xponance, Inc. | 11,663 | $4.20K | 0.00% | +1,384+13.5% | Added |
| Ameritas Investment Partners, Inc. | 11,961 | $4.31K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 12,600 | $4.54K | 0.00% | +12,600 | New |
| Camden Capital, LLC | 12,615 | $4.54K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 12,655 | $4.56K | 0.00% | −2,635−17.2% | Reduced |
| Cantor Fitzgerald, L. P. | 12,815 | $4.61K | 0.00% | +2,300+21.9% | Added |
| Level Four Advisory Services, LLC | 13,336 | $4.80K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 14,469 | $5.00K | 0.00% | −1,529−9.6% | Reduced |
| Thrivent Financial for Lutherans | 13,424 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 14,401 | $5.18K | 0.00% | +14,401 | New |
| Beacon Capital Management, LLC | 12,655 | $5.24K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 14,570 | $5.25K | 0.00% | −6,856−32.0% | Reduced |
| Point72 Middle East FZE | 14,694 | $5.29K | 0.00% | +14,694 | New |
| Estabrook Capital Management | 15,000 | $5.40K | 0.00% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 15,825 | $5.70K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 20,288 | $5.74K | 0.00% | +2,490+14.0% | Added |
| Kohmann Bosshard Financial Services, LLC | 17,000 | $6.12K | 0.00% | 00.0% | Unchanged |
| HFG Wealth Management, LLC | 17,137 | $6.17K | 0.00% | +17,137 | New |
| Dynamic Advisor Solutions LLC | 18,100 | $6.36K | 0.00% | 00.0% | Unchanged |