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, Q3 2021
Institutional positions in Willdan Group, Inc. as of Sep 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
- 94
- −4 vs. Q2 2021
- Shares held
- 8.92M
- −549.5K (−5.8%) vs. Q2 2021
- Total value
- $317.5M
- −$38.9M (−10.9%) vs. Q2 2021
- New holders
- 4
- 34 more added
- Sold out
- 8
- 31 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Willdan Group, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Handelsbanken Fonder AB | 997,430 | $35.5M | 0.19% | +2000.0% | Added |
| Invesco Ltd. | 882,901 | $31.4M | 0.01% | −90,292−9.3% | Reduced |
| BlackRock Inc. | 741,838 | $26.4M | 0.00% | −1,334−0.2% | Reduced |
| Vanguard Group Inc | 588,554 | $20.9M | 0.00% | +8,081+1.4% | Added |
| Rice Hall James & Associates, LLC | 546,599 | $19.5M | 0.72% | +2,511+0.5% | Added |
| Summit Creek Advisors LLC | 346,448 | $12.3M | 1.30% | +23,888+7.4% | Added |
| Swedbank AB | 335,126 | $11.9M | 0.02% | +39,843+13.5% | Added |
| Lord, Abbett & Co. LLC | 281,652 | $10.0M | 0.02% | −3,617−1.3% | Reduced |
| Thrivent Financial for Lutherans | 253,182 | $9.01M | 0.02% | +1,574+0.6% | Added |
| Frontier Capital Management Co LLC | 248,585 | $8.85M | 0.07% | −41,689−14.4% | Reduced |
| DnB Asset Management AS | 235,620 | $8.39M | 0.05% | −95,922−28.9% | Reduced |
| Wellington Management Group LLP | 226,221 | $8.05M | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 223,081 | $7.94M | 0.02% | +34,385+18.2% | Added |
| Dimensional Fund Advisors LP | 203,535 | $7.24M | 0.00% | +2,828+1.4% | Added |
| State Street Corp | 202,077 | $7.19M | 0.00% | −2,670−1.3% | Reduced |
| Geode Capital Management, LLC | 199,838 | $7.11M | 0.00% | +8,876+4.6% | Added |
| RBF Capital, LLC | 193,159 | $6.88M | 0.39% | 00.0% | Unchanged |
| Redwood Grove Capital, LLC | 177,225 | $6.31M | 3.59% | 00.0% | Unchanged |
| Bard Associates Inc | 146,800 | $5.22M | 1.76% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 138,541 | $4.93M | 1.44% | +13,443+10.7% | Added |
| Northern Trust Corp | 137,747 | $4.90M | 0.00% | −396−0.3% | Reduced |
| Teton Advisors, Inc. | 104,169 | $3.71M | 0.54% | 00.0% | Unchanged |
| Taylor Wealth Management Partners | 95,540 | $3.40M | 1.21% | −3,840−3.9% | Reduced |
| Royal Bank of Canada | 90,866 | $3.23M | 0.00% | +54+0.1% | Added |
| Mutual of America Capital Management LLC | 86,698 | $3.09M | 0.03% | −1,251−1.4% | Reduced |
| Victory Capital Management Inc | 86,410 | $3.08M | 0.00% | +916+1.1% | Added |
| Handelsinvest Investeringsforvaltning | 80,000 | $2.85M | 0.31% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 79,400 | $2.83M | 0.04% | +8,500+12.0% | Added |
| Arosa Capital Management LP | 78,665 | $2.80M | 0.99% | −47,834−37.8% | Reduced |
| Walthausen & Co., LLC | 70,221 | $2.50M | 0.63% | −7,340−9.5% | Reduced |
| Bank of New York Mellon Corp | 67,375 | $2.40M | 0.00% | −1,295−1.9% | Reduced |
| Whittier Trust Co | 51,836 | $1.84M | 0.03% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 43,780 | $1.56M | 0.02% | +75+0.2% | Added |
| Essex Investment Management Co LLC | 38,173 | $1.36M | 0.17% | −243−0.6% | Reduced |
| Nuveen Asset Management, LLC | 38,570 | $1.35M | 0.00% | +1,484+4.0% | Added |
| Citadel Advisors LLC | 35,167 | $1.25M | 0.00% | −30,870−46.7% | Reduced |
| Fiera Capital Corp | 35,000 | $1.25M | 0.00% | −7,154−17.0% | Reduced |
| Amundi | 31,794 | $1.13M | 0.00% | +31,794 | New |
| Russell Investments Group, Ltd. | 29,664 | $1.05M | 0.00% | +5,529+22.9% | Added |
| Charles Schwab Investment Management Inc | 27,921 | $994.0K | 0.00% | +839+3.1% | Added |
| Swiss National Bank | 27,700 | $986.0K | 0.00% | +1,100+4.1% | Added |
| Deutsche Bank AG | 24,936 | $887.0K | 0.00% | +120.0% | Added |
| Gamco Investors, Inc. Et Al | 24,540 | $873.0K | 0.01% | −200−0.8% | Reduced |
| First Trust Advisors LP | 24,477 | $871.0K | 0.00% | −22,932−48.4% | Reduced |
| JPMorgan Chase & Co | 24,314 | $865.0K | 0.00% | −30,400−55.6% | Reduced |
| Stifel Financial Corp | 18,575 | $662.0K | 0.00% | −974−5.0% | Reduced |
| Argent Capital Management LLC | 16,635 | $592.0K | 0.02% | +2,760+19.9% | Added |
| FMR LLC | 16,329 | $581.0K | 0.00% | +158+1.0% | Added |
| California State Teachers Retirement System | 16,053 | $571.0K | 0.00% | +1,030+6.9% | Added |
| Seizert Capital Partners, LLC | 14,421 | $513.0K | 0.02% | −710−4.7% | Reduced |
| Price T Rowe Associates Inc | 14,428 | $513.0K | 0.00% | +86+0.6% | Added |
| Wedbush Securities Inc | 14,250 | $507.0K | 0.02% | +1,000+7.5% | Added |
| Providence First Trust Co | 14,097 | $502.0K | 0.24% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 13,317 | $474.0K | 0.04% | 00.0% | Unchanged |
| Rhumbline Advisers | 12,335 | $439.0K | 0.00% | +175+1.4% | Added |
| Los Angeles Capital Management LLC | 12,095 | $430.0K | 0.00% | −2,490−17.1% | Reduced |
| Millennium Management LLC | 11,898 | $423.0K | 0.00% | +5,488+85.6% | Added |
| Storebrand Asset Management AS | 11,808 | $420.2K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 10,151 | $362.0K | 0.00% | −35,732−77.9% | Reduced |
| United Capital Financial Advisers, LLC | 10,000 | $356.0K | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 9,163 | $326.0K | 0.00% | +778+9.3% | Added |
| Gabelli Funds LLC | 8,676 | $309.0K | 0.00% | +46+0.5% | Added |
| New York State Common Retirement Fund | 8,368 | $298.0K | 0.00% | −2,420−22.4% | Reduced |
| Goldman Sachs Group Inc | 7,371 | $262.0K | 0.00% | −483−6.1% | Reduced |
| PDT Partners, LLC | 7,157 | $255.0K | 0.02% | −6,286−46.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 6,926 | $246.0K | 0.03% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 6,667 | $237.0K | 0.00% | −510−7.1% | Reduced |
| Connors Investor Services Inc | 6,446 | $229.0K | 0.02% | +400+6.6% | Added |
| State Board of Administration of Florida Retirement System | 6,173 | $220.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 6,099 | $217.0K | 0.00% | −29−0.5% | Reduced |
| Bank of America Corp | 4,626 | $165.0K | 0.00% | −576−11.1% | Reduced |
| MetLife Investment Management | 4,570 | $162.6K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 4,554 | $162.0K | 0.00% | +3,170+229.0% | Added |
| SG Americas Securities, LLC | 4,423 | $157.0K | 0.00% | +4,423 | New |
| Legal & General Group Plc | 4,179 | $149.0K | 0.00% | +2,386+133.1% | Added |
| Metropolitan Life Insurance Co | 3,208 | $114.2K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,093 | $110.0K | 0.00% | +1,336+76.0% | Added |
| First Mercantile Trust Co | 2,409 | $86.0K | 0.01% | −165−6.4% | Reduced |
| BNP Paribas Arbitrage, SA | 2,145 | $76.3K | 0.00% | +1,725+410.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,257 | $45.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,109 | $40.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 898 | $32.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 600 | $20.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 460 | $16.0K | 0.00% | −181−28.2% | Reduced |
| Great West Life Assurance Co | 366 | $13.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 160 | $6.00K | 0.00% | −300−65.2% | Reduced |
| US Bancorp | 156 | $6.00K | 0.00% | +156 | New |
| Firestone Capital Management | 135 | $5.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 100 | $3.56K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 82 | $3.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 55 | $2.00K | 0.00% | +55 | New |
| Quadrant Capital Group LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 35 | $1.00K | 0.00% | +4+12.9% | Added |
| Allworth Financial LP | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −173,430−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −94,937−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −20,002−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −11,272−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −7,747−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −7,183−100.0% | Sold out |