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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2023: 170 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 heldQ4 2023: $18.5M
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, Q4 2023

Shares, value and share of portfolio for each institution holding Workhorse Group Inc.; share changes are against Q3 2023.

Institutions holding WKHS in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
IFP Advisors, Inc4,505$1.62K0.00%+1,100+32.3%Added
The PNC Financial Services Group, Inc.3,809$1.37K0.00%+894+30.7%Added
Castleark Management LLC3,770$1.36K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.3,500$1.26K0.00%−54−1.5%Reduced
LM Advisors LLC3,500$1.26K0.00%+3,500New
Cassady Schiller Wealth Management, LLC3,450$1.24K0.00%+1,000+40.8%Added
Federated Hermes, Inc.3,327$1.20K0.00%+1,726+107.8%Added
Valley National Advisers Inc3,700$1.00K0.00%00.0%Unchanged
AlphaMark Advisors, LLC1,400$1.00K0.00%00.0%Unchanged
CWM, LLC1,940$1.00K0.00%00.0%Unchanged
Ancora Advisors, LLC2,250$8100.00%−1,500−40.0%Reduced
Principal Securities, Inc.2,215$7970.00%+2,215New
Allworth Financial LP1,500$5410.00%00.0%Unchanged
GWM Advisors LLC1,448$5210.00%+40+2.8%Added
Addison Advisors LLC1,250$4500.00%00.0%Unchanged
EverSource Wealth Advisors, LLC1,248$4500.00%+1,238+12,380.0%Added
Signaturefd, LLC1,200$4320.00%00.0%Unchanged
TD Capital Management LLC1,200$4320.00%00.0%Unchanged
TD Waterhouse Canada Inc.1,200$4300.00%+200+20.0%Added
GPS Wealth Strategies Group, LLC1,182$4260.00%00.0%Unchanged
Sound Income Strategies, LLC1,175$4230.00%00.0%Unchanged
Tyler-Stone Wealth Management1,126$4060.00%00.0%Unchanged
Credit Agricole S A1,000$3600.00%−309−23.6%Reduced
Salem Investment Counselors Inc1,000$3600.00%00.0%Unchanged
Coppell Advisory Solutions LLC1,000$3600.00%+1,000New
Global Retirement Partners, LLC1,001$3140.00%00.0%Unchanged
National Bank of Canada845$3050.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.814$2930.00%00.0%Unchanged
Quadrant Capital Group LLC807$2910.00%00.0%Unchanged
Focused Wealth Management, Inc800$2880.00%−100−11.1%Reduced
MCF Advisors LLC700$2520.00%+280+66.7%Added
Parkside Financial Bank & Trust668$2410.00%00.0%Unchanged
JNBA Financial Advisors550$1980.00%00.0%Unchanged
US Bancorp479$1720.00%00.0%Unchanged
Farther Finance Advisors, LLC430$1550.00%+130+43.3%Added
Kelly Financial Services LLC308$1110.00%00.0%Unchanged
PSI Advisors, LLC307$1110.00%00.0%Unchanged
Trust Co of Vermont300$1080.00%00.0%Unchanged
Harbour Investments, Inc.280$1010.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC240$860.00%00.0%Unchanged
Clean Yield Group200$720.00%00.0%Unchanged
Proequities, Inc.200$720.00%00.0%Unchanged
Rockbridge Investment Management, LCC200$720.00%+200New
Peoples Bank200$700.00%00.0%Unchanged
Frazier Financial Advisors, LLC175$630.00%+175New
Sofos Investments, Inc.172$620.00%+172New
Steward Partners Investment Advisory, LLC150$540.00%−150−50.0%Reduced
NewSquare Capital LLC150$540.00%00.0%Unchanged
McIlrath & Eck, LLC150$540.00%00.0%Unchanged
Cape Investment Advisory, Inc.146$530.00%−172−54.1%Reduced
Scarborough Advisors, LLC80$290.00%+80New
Toronto Dominion Bank60$220.00%00.0%Unchanged
Investors Research Corp50$180.00%00.0%Unchanged
Gradient Investments LLC50$180.00%+50New
Main Street Group, LTD50$180.00%+50New
Truvestments Capital LLC34$120.00%+34New
Baystate Wealth Management LLC30$110.00%00.0%Unchanged
Tennessee Valley Asset Management Partners30$110.00%+30New
Caldwell Sutter Capital, Inc.22$80.00%00.0%Unchanged
Wolff Wiese Magana LLC20$80.00%00.0%Unchanged
Atwood & Palmer Inc15$60.00%00.0%Unchanged
Albion Financial Group10$40.00%00.0%Unchanged
VisionPoint Advisory Group, LLC5$20.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC325$00.00%00.0%Unchanged
Hantz Financial Services, Inc.17$00.00%−3−15.0%Reduced
Benjamin F. Edwards & Company, Inc.500$00.00%−10−2.0%Reduced
Benjamin Edwards Inc1,000$00.00%00.0%Unchanged
Cutler Group LP285$00.00%−1,668−85.4%Reduced
VitalStone Financial, LLC3$00.00%00.0%Unchanged
Ashburton (Jersey) Ltd590$00.00%00.0%Unchanged
Creative Financial Designs Inc0$00.00%−1,730−100.0%Sold out
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.0$00.00%−1,225,942−100.0%Sold out
Rafferty Asset Management, LLC0$00.00%−780,660−100.0%Sold out
Virtu Financial LLC0$00.00%−544,545−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−313,738−100.0%Sold out
Toroso Investments, LLC0$00.00%−295,673−100.0%Sold out
Daiwa Securities Group Inc.0$00.00%−94,764−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−91,906−100.0%Sold out
Creative Planning0$00.00%−69,297−100.0%Sold out
AQR Capital Management LLC0$00.00%−62,041−100.0%Sold out
SG Americas Securities, LLC0$00.00%−57,726−100.0%Sold out
Harel Insurance Investments & Financial Services Ltd.0$00.00%−58,902−100.0%Sold out
Itau Unibanco Holding S.A.0$00.00%−30,731−100.0%Sold out
Zacks Investment Management0$00.00%−29,777−100.0%Sold out
NorthRock Partners, LLC0$00.00%−22,665−100.0%Sold out
Victory Capital Management Inc0$00.00%−22,236−100.0%Sold out
Russell Investments Group, Ltd.0$00.00%−22,069−100.0%Sold out
Citadel Advisors LLC0$00.00%−20,966−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−13,359−100.0%Sold out
Clarus Group, Inc.0$00.00%−11,864−100.0%Sold out
9258 Wealth Management, LLC0$00.00%−10,400−100.0%Sold out
First Affirmative Financial Network0$00.00%−10,163−100.0%Sold out
Register Financial Advisors LLC0$00.00%−4,000−100.0%Sold out
Fifth Third Bancorp0$00.00%−3,500−100.0%Sold out
Rational Advisors LLC0$00.00%−910−100.0%Sold out
Bull Oak Capital, LLC0$00.00%−500−100.0%Sold out
Crewe Advisors LLC0$00.00%−135−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−125−100.0%Sold out
Rise Advisors, LLC0$00.00%−50−100.0%Sold out
Carmichael Hill & Associates, Inc.0$00.00%−40−100.0%Sold out