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 |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 17,692 | $6.37K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 18,237 | $6.57K | 0.00% | +5,189+39.8% | Added |
| Gerber, LLC | 18,490 | $6.66K | 0.01% | +18,490 | New |
| Private Advisor Group, LLC | 19,505 | $7.02K | 0.00% | +3,504+21.9% | Added |
| Johnson Investment Counsel Inc | 19,902 | $7.17K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 20,405 | $7.35K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 20,615 | $7.42K | 0.00% | −28,871−58.3% | Reduced |
| Beacon Pointe Advisors, LLC | 22,895 | $8.24K | 0.00% | +8,565+59.8% | Added |
| Neuberger Berman Group LLC | 23,772 | $8.56K | 0.00% | −8,785−27.0% | Reduced |
| Principal Financial Group Inc | 24,231 | $8.72K | 0.00% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 24,850 | $8.95K | 0.00% | +24,850 | New |
| Kestra Advisory Services, LLC | 27,308 | $9.83K | 0.00% | −18,340−40.2% | Reduced |
| Tower Research Capital LLC (TRC) | 27,400 | $9.86K | 0.00% | +4,266+18.4% | Added |
| Prospect Capital Advisors, LLC | 30,000 | $10.8K | 0.00% | +30,000 | New |
| Greenwich Wealth Management LLC | 31,447 | $11.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 31,889 | $11.5K | 0.00% | −29,893−48.4% | Reduced |
| California State Teachers Retirement System | 33,982 | $12.2K | 0.00% | −4,725−12.2% | Reduced |
| ProShare Advisors LLC | 34,171 | $12.3K | 0.00% | +11,381+49.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 38,831 | $14.0K | 0.00% | −5,769−12.9% | Reduced |
| Legacy Wealth Asset Management, LLC | 40,000 | $14.4K | 0.00% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 47,307 | $17.0K | 0.00% | −8,239−14.8% | Reduced |
| Alliancebernstein L.P. | 53,600 | $19.3K | 0.00% | −40,000−42.7% | Reduced |
| State Board of Administration of Florida Retirement System | 53,621 | $19.3K | 0.00% | +53,621 | New |
| Citigroup Inc | 53,796 | $19.4K | 0.00% | −3,080−5.4% | Reduced |
| Wexford Capital LP | 53,980 | $19.4K | 0.00% | +53,980 | New |
| Invesco Ltd. | 57,141 | $20.6K | 0.00% | −27,816−32.7% | Reduced |
| New York State Common Retirement Fund | 62,324 | $22.4K | 0.00% | +540+0.9% | Added |
| JustInvest LLC | 62,975 | $22.7K | 0.00% | +30,407+93.4% | Added |
| GTS Securities LLC | 65,315 | $23.5K | 0.00% | −15,116−18.8% | Reduced |
| BNP Paribas Arbitrage, SA | 67,457 | $24.3K | 0.00% | −14,064−17.3% | Reduced |
| Two Sigma Securities, LLC | 71,591 | $25.8K | 0.00% | −17,690−19.8% | Reduced |
| Royal Bank of Canada | 71,999 | $26.0K | 0.00% | +41,131+133.2% | Added |
| LPL Financial LLC | 78,844 | $28.4K | 0.00% | +21,227+36.8% | Added |
| Commonwealth Equity Services, LLC | 79,696 | $29.0K | 0.00% | +410+0.5% | Added |
| Voya Investment Management LLC | 83,940 | $30.2K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 93,570 | $33.0K | 0.00% | +32,880+54.2% | Added |
| Belpointe Asset Management LLC | 100,000 | $36.0K | 0.00% | +64,700+183.3% | Added |
| Sequoia Financial Advisors, LLC | 100,101 | $36.0K | 0.00% | +50,000+99.8% | Added |
| American International Group, Inc. | 102,619 | $36.9K | 0.00% | +15,071+17.2% | Added |
| Advisor Group Holdings, Inc. | 118,340 | $42.6K | 0.00% | −4,780−3.9% | Reduced |
| XTX Topco Ltd | 122,587 | $44.1K | 0.01% | +122,587 | New |
| Wells Fargo & Company | 139,892 | $50.4K | 0.00% | +38,992+38.6% | Added |
| Bank of Montreal | 141,802 | $53.3K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 180,497 | $65.0K | 0.00% | +90,000+99.5% | Added |
| UBS Group AG | 181,098 | $65.2K | 0.00% | +62,953+53.3% | Added |
| Group One Trading, L.P. | 186,646 | $67.2K | 0.00% | +16,600+9.8% | Added |
| Amundi | 238,204 | $80.8K | 0.00% | +238,204 | New |
| Bank of America Corp | 245,942 | $88.5K | 0.00% | +23,474+10.6% | Added |
| Rhumbline Advisers | 258,821 | $93.2K | 0.00% | +16,549+6.8% | Added |
| Millennium Management LLC | 261,221 | $94.0K | 0.00% | +9,011+3.6% | Added |
| Jane Street Group, LLC | 270,226 | $97.3K | 0.00% | +164,890+156.5% | Added |
| Marex Group plc | 276,281 | $99.5K | 0.00% | +264,661+2,277.6% | Added |
| Barclays PLC | 285,503 | $102.8K | 0.00% | +254,793+829.7% | Added |
| Goldman Sachs Group Inc | 400,140 | $144.1K | 0.00% | +180,712+82.4% | Added |
| Qube Research & Technologies Ltd | 410,574 | $147.8K | 0.00% | +410,574 | New |
| Nuveen Asset Management, LLC | 486,696 | $175.2K | 0.00% | +6,014+1.3% | Added |
| JPMorgan Chase & Co | 599,785 | $215.9K | 0.00% | +467,405+353.1% | Added |
| Credit Suisse AG | 646,581 | $232.8K | 0.00% | +47,256+7.9% | Added |
| Bank of New York Mellon Corp | 738,122 | $265.7K | 0.00% | +51,339+7.5% | Added |
| D. E. Shaw & Co., Inc. | 805,586 | $290.0K | 0.00% | +305,588+61.1% | Added |
| Swedbank AB | 819,698 | $295.1K | 0.00% | +412,051+101.1% | Added |
| Deutsche Bank AG | 874,241 | $314.7K | 0.00% | +105,148+13.7% | Added |
| Morgan Stanley | 1,556,019 | $560.2K | 0.00% | +763,765+96.4% | Added |
| Charles Schwab Investment Management Inc | 1,716,170 | $617.8K | 0.00% | +101,297+6.3% | Added |
| Northern Trust Corp | 1,857,357 | $668.6K | 0.00% | +346,640+22.9% | Added |
| Susquehanna International Group, LLP | 2,154,311 | $775.6K | 0.00% | +880,273+69.1% | Added |
| State Street Corp | 4,389,816 | $1.58M | 0.00% | −5,588,721−56.0% | Reduced |
| Geode Capital Management, LLC | 4,867,224 | $1.75M | 0.00% | +622,365+14.7% | Added |
| Vanguard Group Inc | 9,870,555 | $3.55M | 0.00% | +453,481+4.8% | Added |
| BlackRock Inc. | 13,846,124 | $4.98M | 0.00% | +822,463+6.3% | Added |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −1,730−100.0% | Sold out |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 0 | $0 | 0.00% | −1,225,942−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −780,660−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −544,545−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −313,738−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −295,673−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −94,764−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −91,906−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −69,297−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −62,041−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −57,726−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −58,902−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −30,731−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −29,777−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −22,665−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −22,236−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −22,069−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −20,966−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −13,359−100.0% | Sold out |
| Clarus Group, Inc. | 0 | $0 | 0.00% | −11,864−100.0% | Sold out |
| 9258 Wealth Management, LLC | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| First Affirmative Financial Network | 0 | $0 | 0.00% | −10,163−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Rational Advisors LLC | 0 | $0 | 0.00% | −910−100.0% | Sold out |
| Bull Oak Capital, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Carmichael Hill & Associates, Inc. | 0 | $0 | 0.00% | −40−100.0% | Sold out |