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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, Q1 2024

Institutional positions in Workhorse Group Inc. as of Mar 31, 2024. 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
169
+2 vs. Q4 2023
Shares held
54.4M
+3.17M (+6.2%) vs. Q4 2023
Total value
$12.7M
−$5.73M (−31.0%) vs. Q4 2023
New holders
29
46 more added
Sold out
27
33 more reduced

3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 169 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 heldQ1 2024: $12.7M
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, Q1 2024

Shares, value and share of portfolio for each institution holding Workhorse Group Inc.; share changes are against Q4 2023.

Institutions holding WKHS in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
AlphaMark Advisors, LLC1,400$00.00%00.0%Unchanged
CWM, LLC1,201$00.00%−739−38.1%Reduced
Hantz Financial Services, Inc.17$00.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.500$00.00%00.0%Unchanged
Benjamin Edwards Inc1,000$00.00%00.0%Unchanged
Cutler Group LP26$00.00%−259−90.9%Reduced
VisionPoint Advisory Group, LLC5$10.00%00.0%Unchanged
Clearstead Advisors, LLC4$10.00%+4New
WR Wealth Planners, LLC3$10.00%+3New
EverSource Wealth Advisors, LLC10$20.00%−1,238−99.2%Reduced
Albion Financial Group10$30.00%00.0%Unchanged
Atwood & Palmer Inc15$40.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.22$50.00%00.0%Unchanged
Kozak & Associates, Inc.20$50.00%+20New
Truvestments Capital LLC34$80.00%00.0%Unchanged
Main Street Group, LTD50$110.00%00.0%Unchanged
Gradient Investments LLC50$120.00%00.0%Unchanged
Investors Research Corp50$120.00%00.0%Unchanged
Toronto Dominion Bank60$140.00%00.0%Unchanged
Scarborough Advisors, LLC80$190.00%00.0%Unchanged
Gilliland Jeter Wealth Management LLC100$230.00%+100New
NewSquare Capital LLC150$350.00%00.0%Unchanged
McIlrath & Eck, LLC150$350.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC150$350.00%00.0%Unchanged
Peoples Bank200$460.00%00.0%Unchanged
Clean Yield Group200$470.00%00.0%Unchanged
Old Point Trust & Financial Services N A200$470.00%+200New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC267$620.00%+27+11.3%Added
Trust Co of Vermont300$700.00%00.0%Unchanged
Kelly Financial Services LLC308$720.00%00.0%Unchanged
Continuum Advisory, LLC345$730.00%+345New
Householder Group Estate & Retirement Specialist, LLC375$880.00%+50+15.4%Added
Sofos Investments, Inc.344$1020.00%+172+100.0%Added
CIBC Private Wealth Group, LLC480$1090.00%+480New
US Bancorp479$1120.00%00.0%Unchanged
JNBA Financial Advisors550$1300.00%00.0%Unchanged
Credit Agricole S A1,000$1520.00%00.0%Unchanged
Parkside Financial Bank & Trust668$1570.00%00.0%Unchanged
Quadrant Capital Group LLC807$1900.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.814$1910.00%00.0%Unchanged
Farther Finance Advisors, LLC926$2100.00%+496+115.3%Added
Salem Investment Counselors Inc1,000$2350.00%00.0%Unchanged
Global Retirement Partners, LLC1,001$2350.00%00.0%Unchanged
Horizon Financial Services, LLC1,000$2350.00%+1,000New
Future Financial Wealth Managment LLC1,000$2350.00%+1,000New
Tyler-Stone Wealth Management1,126$2640.00%00.0%Unchanged
Sound Income Strategies, LLC1,175$2760.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC1,182$2780.00%00.0%Unchanged
Signaturefd, LLC1,200$2820.00%00.0%Unchanged
TD Capital Management LLC1,200$2820.00%00.0%Unchanged
Addison Advisors LLC1,250$2940.00%00.0%Unchanged
National Bank of Canada1,855$3340.00%+1,010+119.5%Added
GWM Advisors LLC1,448$3390.00%00.0%Unchanged
Principal Securities, Inc.2,115$4960.00%−100−4.5%Reduced
Ancora Advisors, LLC2,250$5280.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC2,450$5750.00%−1,000−29.0%Reduced
Allworth Financial LP3,225$7570.00%+1,725+115.0%Added
Newbridge Financial Services Group, Inc.3,500$8210.00%00.0%Unchanged
Castleark Management LLC3,770$8840.00%00.0%Unchanged
Register Financial Advisors LLC4,000$9380.00%+4,000New
Amalgamated Bank5,139$1.00K0.00%−9,330−64.5%Reduced
Avion Wealth1,813$1.00K0.00%+1,813New
IFP Advisors, Inc4,405$1.03K0.00%−100−2.2%Reduced
Federated Hermes, Inc.4,783$1.12K0.00%+1,456+43.8%Added
Northwestern Mutual Wealth Management Co5,495$1.29K0.00%+350+6.8%Added
The PNC Financial Services Group, Inc.8,079$1.90K0.00%+4,270+112.1%Added
Royal Bank of Canada11,341$2.00K0.00%−60,658−84.2%Reduced
MML Investors Services, LLC10,510$2.00K0.00%−290−2.7%Reduced
HighPoint Advisor Group LLC13,024$2.00K0.00%00.0%Unchanged
Citadel Advisors LLC9,355$2.19K0.00%+9,355New
Federation des caisses Desjardins du Quebec9,948$2.34K0.00%+215+2.2%Added
Walleye Trading LLC10,000$2.35K0.00%+1,011+11.2%Added
Investment Advisory Group, LLC10,150$2.38K0.00%00.0%Unchanged
9258 Wealth Management, LLC10,400$2.44K0.00%+10,400New
Fidelis Capital Partners, LLC10,779$2.53K0.00%+10,779New
Raymond James Financial Services Advisors, Inc.10,914$2.56K0.00%−31−0.3%Reduced
Carnegie Capital Asset Management, LLC11,000$2.58K0.00%00.0%Unchanged
First Affirmative Financial Network11,009$2.58K0.00%+11,009New
Xponance, Inc.11,663$2.74K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.11,961$2.81K0.00%00.0%Unchanged
Ameriprise Financial Inc12,289$2.88K0.00%−366−2.9%Reduced
MeadowBrook Investment Advisors LLC12,600$2.96K0.00%00.0%Unchanged
Beacon Capital Management, LLC12,655$2.97K0.00%00.0%Unchanged
Thrivent Financial for Lutherans13,424$3.00K0.00%00.0%Unchanged
Janney Montgomery Scott LLC12,562$3.00K0.00%+1,212+10.7%Added
SG Americas Securities, LLC12,899$3.00K0.00%+12,899New
Toroso Investments, LLC12,798$3.00K0.00%+12,798New
Cantor Fitzgerald, L. P.12,815$3.01K0.00%00.0%Unchanged
Rockport Wealth LLC13,200$3.10K0.00%+13,200New
StoneX Group Inc.13,509$3.17K0.00%+13,509New
Atria Wealth Solutions, Inc.14,350$3.37K0.00%−220−1.5%Reduced
Douglas Lane & Associates, LLC14,849$3.48K0.00%+14,849New
Estabrook Capital Management15,000$3.52K0.00%00.0%Unchanged
Ethic Inc.15,268$3.58K0.00%+15,268New
Formidable Asset Management, LLC15,825$3.71K0.00%00.0%Unchanged
Private Capital Management LLC16,606$3.90K0.00%+16,606New
Kohmann Bosshard Financial Services, LLC17,000$3.99K0.00%00.0%Unchanged
PFG Investments, LLC17,508$4.11K0.00%+17,508New
Dimensional Fund Advisors LP17,692$4.15K0.00%00.0%Unchanged
Legal & General Group Plc18,237$4.28K0.00%00.0%Unchanged