Willdan Group, Inc.
WLDN- Exchange
- Nasdaq
- Industry
- Services-Engineering Services
- SEC CIK
- 0001370450
In the last 90 days, Willdan Group, Inc. insiders filed 0 open-market purchases and 3 sales; 245 institutions reported holding it in 13F filings for Q2 2026, worth $1.07B in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Willdan Group, Inc. as of Jun 30, 2021. 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
- 98
- −6 vs. Q1 2021
- Shares held
- 9.47M
- −64.0K (−0.7%) vs. Q1 2021
- Total value
- $356.4M
- −$34.6M (−8.9%) vs. Q1 2021
- New holders
- 6
- 39 more added
- Sold out
- 12
- 33 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WLDN 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 | 245 | $1.07B |
| Q1 2026 | 256 | $874.4M |
| Q4 2025 | 267 | $1.15B |
| Q3 2025 | 256 | $1.07B |
| Q2 2025 | 190 | $679.0M |
| Q1 2025 | 170 | $419.9M |
| Q4 2024 | 155 | $382.5M |
| Q3 2024 | 143 | $421.3M |
| Q2 2024 | 110 | $300.2M |
| Q1 2024 | 101 | $301.4M |
| Q4 2023 | 91 | $223.6M |
| Q3 2023 | 91 | $212.6M |
| Q2 2023 | 84 | $200.6M |
| Q1 2023 | 81 | $165.8M |
| Q4 2022 | 76 | $191.7M |
| Q3 2022 | 79 | $160.8M |
| Q2 2022 | 83 | $274.9M |
| Q1 2022 | 99 | $334.0M |
| Q4 2021 | 99 | $347.3M |
| Q3 2021 | 94 | $317.5M |
| Q2 2021 | 98 | $356.4M |
| Q1 2021 | 104 | $391.0M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Willdan Group, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 1 | $0 | 0.00% | +1 | New |
| Quadrant Capital Group LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 82 | $3.00K | 0.00% | −44−34.9% | Reduced |
| American Portfolios Advisors | 100 | $3.76K | 0.00% | 00.0% | Unchanged |
| Firestone Capital Management | 135 | $5.00K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 366 | $14.0K | 0.00% | −659−64.3% | Reduced |
| BNP Paribas Arbitrage, SA | 420 | $15.8K | 0.00% | −1,996−82.6% | Reduced |
| Advisor Group Holdings, Inc. | 460 | $17.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 527 | $20.0K | 0.00% | −3,416−86.6% | Reduced |
| Geneos Wealth Management Inc. | 600 | $23.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 641 | $24.0K | 0.00% | −2,005−75.8% | Reduced |
| Ameritas Investment Partners, Inc. | 898 | $34.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,109 | $42.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,257 | $47.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1,384 | $52.0K | 0.00% | −7,234−83.9% | Reduced |
| Citigroup Inc | 1,757 | $66.0K | 0.00% | +955+119.1% | Added |
| Legal & General Group Plc | 1,793 | $67.0K | 0.00% | +68+3.9% | Added |
| First Mercantile Trust Co | 2,574 | $97.0K | 0.01% | +2,574 | New |
| Metropolitan Life Insurance Co | 3,208 | $120.7K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 4,570 | $172.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 5,202 | $196.0K | 0.00% | −13,248−71.8% | Reduced |
| ExodusPoint Capital Management, LP | 5,336 | $201.0K | 0.00% | −9,831−64.8% | Reduced |
| Connors Investor Services Inc | 6,046 | $228.0K | 0.02% | +400+7.1% | Added |
| American International Group, Inc. | 6,128 | $231.0K | 0.00% | +119+2.0% | Added |
| State Board of Administration of Florida Retirement System | 6,173 | $232.0K | 0.00% | +83+1.4% | Added |
| Millennium Management LLC | 6,410 | $241.0K | 0.00% | −38,556−85.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 6,926 | $261.0K | 0.03% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 7,177 | $270.0K | 0.00% | +797+12.5% | Added |
| Baird Financial Group, Inc. | 7,183 | $270.0K | 0.00% | +7,183 | New |
| Legato Capital Management LLC | 7,747 | $292.0K | 0.04% | +7,747 | New |
| Goldman Sachs Group Inc | 7,854 | $296.0K | 0.00% | −4,109−34.3% | Reduced |
| Credit Suisse AG | 8,385 | $316.0K | 0.00% | +683+8.9% | Added |
| Gabelli Funds LLC | 8,630 | $325.0K | 0.00% | +2,230+34.8% | Added |
| United Capital Financial Advisers, LLC | 10,000 | $376.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 10,788 | $406.0K | 0.00% | +88+0.8% | Added |
| Brown Advisory Inc | 11,272 | $424.0K | 0.00% | +37+0.3% | Added |
| Storebrand Asset Management AS | 11,808 | $444.5K | 0.00% | −8,007−40.4% | Reduced |
| Rhumbline Advisers | 12,160 | $458.0K | 0.00% | −1,312−9.7% | Reduced |
| Wedbush Securities Inc | 13,250 | $499.0K | 0.02% | +100+0.8% | Added |
| Dynamic Advisor Solutions LLC | 13,317 | $501.0K | 0.04% | 00.0% | Unchanged |
| PDT Partners, LLC | 13,443 | $506.0K | 0.03% | −5,745−29.9% | Reduced |
| Argent Capital Management LLC | 13,875 | $522.0K | 0.02% | +870+6.7% | Added |
| Providence First Trust Co | 14,097 | $531.0K | 0.25% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 14,342 | $540.0K | 0.00% | +2,464+20.7% | Added |
| Los Angeles Capital Management LLC | 14,585 | $549.0K | 0.00% | −1,010−6.5% | Reduced |
| California State Teachers Retirement System | 15,023 | $565.0K | 0.00% | −565−3.6% | Reduced |
| Seizert Capital Partners, LLC | 15,131 | $570.0K | 0.03% | +15,131 | New |
| FMR LLC | 16,171 | $609.0K | 0.00% | −1,010−5.9% | Reduced |
| Stifel Financial Corp | 19,549 | $736.0K | 0.00% | −445−2.2% | Reduced |
| Renaissance Technologies LLC | 20,002 | $753.0K | 0.00% | −66,398−76.8% | Reduced |
| Russell Investments Group, Ltd. | 24,135 | $907.0K | 0.00% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 24,740 | $931.0K | 0.01% | +2,500+11.2% | Added |
| Deutsche Bank AG | 24,924 | $938.0K | 0.00% | +17,998+259.9% | Added |
| Swiss National Bank | 26,600 | $1.00M | 0.00% | +700+2.7% | Added |
| Charles Schwab Investment Management Inc | 27,082 | $1.02M | 0.00% | +822+3.1% | Added |
| Nuveen Asset Management, LLC | 37,086 | $1.40M | 0.00% | −2,196−5.6% | Reduced |
| Essex Investment Management Co LLC | 38,416 | $1.45M | 0.17% | −3,300−7.9% | Reduced |
| Fiera Capital Corp | 42,154 | $1.59M | 0.00% | +33,654+395.9% | Added |
| Conestoga Capital Advisors, LLC | 43,705 | $1.65M | 0.02% | +950+2.2% | Added |
| Morgan Stanley | 45,883 | $1.73M | 0.00% | +9,974+27.8% | Added |
| First Trust Advisors LP | 47,409 | $1.78M | 0.00% | +5,971+14.4% | Added |
| Whittier Trust Co | 51,836 | $1.95M | 0.03% | +3,439+7.1% | Added |
| JPMorgan Chase & Co | 54,714 | $2.06M | 0.00% | +2,675+5.1% | Added |
| Citadel Advisors LLC | 66,037 | $2.48M | 0.00% | +5,902+9.8% | Added |
| Bank of New York Mellon Corp | 68,670 | $2.58M | 0.00% | +455+0.7% | Added |
| Kornitzer Capital Management Inc | 70,900 | $2.67M | 0.04% | +4,600+6.9% | Added |
| Walthausen & Co., LLC | 77,561 | $2.92M | 0.64% | +8,310+12.0% | Added |
| Handelsinvest Investeringsforvaltning | 80,000 | $3.01M | 0.33% | 00.0% | Unchanged |
| Victory Capital Management Inc | 85,494 | $3.22M | 0.00% | +18,514+27.6% | Added |
| Mutual of America Capital Management LLC | 87,949 | $3.31M | 0.03% | +12,285+16.2% | Added |
| Royal Bank of Canada | 90,812 | $3.42M | 0.00% | −11,167−11.0% | Reduced |
| Alps Advisors Inc | 94,937 | $3.57M | 0.03% | −16,013−14.4% | Reduced |
| Taylor Wealth Management Partners | 99,380 | $3.74M | 1.32% | −2,315−2.3% | Reduced |
| Teton Advisors, Inc. | 104,169 | $3.92M | 0.52% | +1,000+1.0% | Added |
| Rock Point Advisors, LLC | 125,098 | $4.71M | 1.36% | +22,320+21.7% | Added |
| Arosa Capital Management LP | 126,499 | $4.76M | 1.69% | −202,886−61.6% | Reduced |
| Northern Trust Corp | 138,143 | $5.20M | 0.00% | −850−0.6% | Reduced |
| Bard Associates Inc | 146,800 | $5.53M | 1.81% | −500.0% | Reduced |
| Erste Asset Management GmbH | 173,430 | $6.47M | 0.13% | 00.0% | Unchanged |
| Redwood Grove Capital, LLC | 177,225 | $6.67M | 3.60% | +38,199+27.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 188,696 | $7.10M | 0.02% | +188,696 | New |
| Geode Capital Management, LLC | 190,962 | $7.19M | 0.00% | +12,329+6.9% | Added |
| RBF Capital, LLC | 193,159 | $7.27M | 0.41% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 200,707 | $7.55M | 0.00% | +9,754+5.1% | Added |
| State Street Corp | 204,747 | $7.71M | 0.00% | +17,327+9.2% | Added |
| Wellington Management Group LLP | 226,221 | $8.52M | 0.00% | +21,200+10.3% | Added |
| Thrivent Financial for Lutherans | 251,608 | $9.47M | 0.02% | −31,361−11.1% | Reduced |
| Lord, Abbett & Co. LLC | 285,269 | $10.7M | 0.03% | +57,779+25.4% | Added |
| Frontier Capital Management Co LLC | 290,274 | $10.9M | 0.08% | +236,709+441.9% | Added |
| Swedbank AB | 295,283 | $11.1M | 0.02% | +7,183+2.5% | Added |
| Summit Creek Advisors LLC | 322,560 | $12.1M | 1.45% | −11,677−3.5% | Reduced |
| DnB Asset Management AS | 331,542 | $12.5M | 0.08% | −105,697−24.2% | Reduced |
| Rice Hall James & Associates, LLC | 544,088 | $20.5M | 0.73% | −79,766−12.8% | Reduced |
| Vanguard Group Inc | 580,473 | $21.9M | 0.00% | −2,592−0.4% | Reduced |
| BlackRock Inc. | 743,172 | $28.0M | 0.00% | −43,706−5.6% | Reduced |
| Invesco Ltd. | 973,193 | $36.6M | 0.01% | −70,297−6.7% | Reduced |
| Handelsbanken Fonder AB | 997,230 | $37.5M | 0.20% | 00.0% | Unchanged |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −21,200−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −14,489−100.0% | Sold out |