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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 1 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |
| Manchester Capital Management LLC | 55 | $2.00K | 0.00% | +55 | New |
| The PNC Financial Services Group, Inc. | 82 | $3.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 100 | $3.56K | 0.00% | 00.0% | Unchanged |
| Firestone Capital Management | 135 | $5.00K | 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 |
| Great West Life Assurance Co | 366 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 460 | $16.0K | 0.00% | −181−28.2% | Reduced |
| Geneos Wealth Management Inc. | 600 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 898 | $32.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,109 | $40.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,257 | $45.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,145 | $76.3K | 0.00% | +1,725+410.7% | Added |
| First Mercantile Trust Co | 2,409 | $86.0K | 0.01% | −165−6.4% | Reduced |
| Citigroup Inc | 3,093 | $110.0K | 0.00% | +1,336+76.0% | Added |
| Metropolitan Life Insurance Co | 3,208 | $114.2K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 4,179 | $149.0K | 0.00% | +2,386+133.1% | Added |
| SG Americas Securities, LLC | 4,423 | $157.0K | 0.00% | +4,423 | New |
| Barclays PLC | 4,554 | $162.0K | 0.00% | +3,170+229.0% | Added |
| MetLife Investment Management | 4,570 | $162.6K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 4,626 | $165.0K | 0.00% | −576−11.1% | Reduced |
| American International Group, Inc. | 6,099 | $217.0K | 0.00% | −29−0.5% | Reduced |
| State Board of Administration of Florida Retirement System | 6,173 | $220.0K | 0.00% | 00.0% | Unchanged |
| Connors Investor Services Inc | 6,446 | $229.0K | 0.02% | +400+6.6% | Added |
| Manufacturers Life Insurance Company, The | 6,667 | $237.0K | 0.00% | −510−7.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 6,926 | $246.0K | 0.03% | 00.0% | Unchanged |
| PDT Partners, LLC | 7,157 | $255.0K | 0.02% | −6,286−46.8% | Reduced |
| Goldman Sachs Group Inc | 7,371 | $262.0K | 0.00% | −483−6.1% | Reduced |
| New York State Common Retirement Fund | 8,368 | $298.0K | 0.00% | −2,420−22.4% | Reduced |
| Gabelli Funds LLC | 8,676 | $309.0K | 0.00% | +46+0.5% | Added |
| Credit Suisse AG | 9,163 | $326.0K | 0.00% | +778+9.3% | Added |
| United Capital Financial Advisers, LLC | 10,000 | $356.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 10,151 | $362.0K | 0.00% | −35,732−77.9% | Reduced |
| Storebrand Asset Management AS | 11,808 | $420.2K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 11,898 | $423.0K | 0.00% | +5,488+85.6% | Added |
| Los Angeles Capital Management LLC | 12,095 | $430.0K | 0.00% | −2,490−17.1% | Reduced |
| Rhumbline Advisers | 12,335 | $439.0K | 0.00% | +175+1.4% | Added |
| Dynamic Advisor Solutions LLC | 13,317 | $474.0K | 0.04% | 00.0% | Unchanged |
| Providence First Trust Co | 14,097 | $502.0K | 0.24% | 00.0% | Unchanged |
| Wedbush Securities Inc | 14,250 | $507.0K | 0.02% | +1,000+7.5% | 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 |
| California State Teachers Retirement System | 16,053 | $571.0K | 0.00% | +1,030+6.9% | Added |
| FMR LLC | 16,329 | $581.0K | 0.00% | +158+1.0% | Added |
| Argent Capital Management LLC | 16,635 | $592.0K | 0.02% | +2,760+19.9% | Added |
| Stifel Financial Corp | 18,575 | $662.0K | 0.00% | −974−5.0% | Reduced |
| JPMorgan Chase & Co | 24,314 | $865.0K | 0.00% | −30,400−55.6% | Reduced |
| First Trust Advisors LP | 24,477 | $871.0K | 0.00% | −22,932−48.4% | Reduced |
| Gamco Investors, Inc. Et Al | 24,540 | $873.0K | 0.01% | −200−0.8% | Reduced |
| Deutsche Bank AG | 24,936 | $887.0K | 0.00% | +120.0% | Added |
| Swiss National Bank | 27,700 | $986.0K | 0.00% | +1,100+4.1% | Added |
| Charles Schwab Investment Management Inc | 27,921 | $994.0K | 0.00% | +839+3.1% | Added |
| Russell Investments Group, Ltd. | 29,664 | $1.05M | 0.00% | +5,529+22.9% | Added |
| Amundi | 31,794 | $1.13M | 0.00% | +31,794 | New |
| Fiera Capital Corp | 35,000 | $1.25M | 0.00% | −7,154−17.0% | Reduced |
| Citadel Advisors LLC | 35,167 | $1.25M | 0.00% | −30,870−46.7% | Reduced |
| Nuveen Asset Management, LLC | 38,570 | $1.35M | 0.00% | +1,484+4.0% | Added |
| Essex Investment Management Co LLC | 38,173 | $1.36M | 0.17% | −243−0.6% | Reduced |
| Conestoga Capital Advisors, LLC | 43,780 | $1.56M | 0.02% | +75+0.2% | Added |
| Whittier Trust Co | 51,836 | $1.84M | 0.03% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 67,375 | $2.40M | 0.00% | −1,295−1.9% | Reduced |
| Walthausen & Co., LLC | 70,221 | $2.50M | 0.63% | −7,340−9.5% | Reduced |
| Arosa Capital Management LP | 78,665 | $2.80M | 0.99% | −47,834−37.8% | Reduced |
| Kornitzer Capital Management Inc | 79,400 | $2.83M | 0.04% | +8,500+12.0% | Added |
| Handelsinvest Investeringsforvaltning | 80,000 | $2.85M | 0.31% | 00.0% | Unchanged |
| Victory Capital Management Inc | 86,410 | $3.08M | 0.00% | +916+1.1% | Added |
| Mutual of America Capital Management LLC | 86,698 | $3.09M | 0.03% | −1,251−1.4% | Reduced |
| Royal Bank of Canada | 90,866 | $3.23M | 0.00% | +54+0.1% | Added |
| Taylor Wealth Management Partners | 95,540 | $3.40M | 1.21% | −3,840−3.9% | Reduced |
| Teton Advisors, Inc. | 104,169 | $3.71M | 0.54% | 00.0% | Unchanged |
| Northern Trust Corp | 137,747 | $4.90M | 0.00% | −396−0.3% | Reduced |
| Rock Point Advisors, LLC | 138,541 | $4.93M | 1.44% | +13,443+10.7% | Added |
| Bard Associates Inc | 146,800 | $5.22M | 1.76% | 00.0% | Unchanged |
| Redwood Grove Capital, LLC | 177,225 | $6.31M | 3.59% | 00.0% | Unchanged |
| RBF Capital, LLC | 193,159 | $6.88M | 0.39% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 199,838 | $7.11M | 0.00% | +8,876+4.6% | Added |
| State Street Corp | 202,077 | $7.19M | 0.00% | −2,670−1.3% | Reduced |
| Dimensional Fund Advisors LP | 203,535 | $7.24M | 0.00% | +2,828+1.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 223,081 | $7.94M | 0.02% | +34,385+18.2% | Added |
| Wellington Management Group LLP | 226,221 | $8.05M | 0.00% | 00.0% | Unchanged |
| DnB Asset Management AS | 235,620 | $8.39M | 0.05% | −95,922−28.9% | Reduced |
| Frontier Capital Management Co LLC | 248,585 | $8.85M | 0.07% | −41,689−14.4% | Reduced |
| Thrivent Financial for Lutherans | 253,182 | $9.01M | 0.02% | +1,574+0.6% | Added |
| Lord, Abbett & Co. LLC | 281,652 | $10.0M | 0.02% | −3,617−1.3% | Reduced |
| Swedbank AB | 335,126 | $11.9M | 0.02% | +39,843+13.5% | Added |
| Summit Creek Advisors LLC | 346,448 | $12.3M | 1.30% | +23,888+7.4% | Added |
| Rice Hall James & Associates, LLC | 546,599 | $19.5M | 0.72% | +2,511+0.5% | Added |
| Vanguard Group Inc | 588,554 | $20.9M | 0.00% | +8,081+1.4% | Added |
| BlackRock Inc. | 741,838 | $26.4M | 0.00% | −1,334−0.2% | Reduced |
| Invesco Ltd. | 882,901 | $31.4M | 0.01% | −90,292−9.3% | Reduced |
| Handelsbanken Fonder AB | 997,430 | $35.5M | 0.19% | +2000.0% | Added |
| 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 |