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 2023
Institutional positions in Willdan Group, Inc. as of Sep 30, 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
- 91
- +7 vs. Q2 2023
- Shares held
- 10.4M
- −71.4K (−0.7%) vs. Q2 2023
- Total value
- $212.6M
- +$12.0M (+6.0%) vs. Q2 2023
- New holders
- 11
- 27 more added
- Sold out
- 4
- 28 more reduced
Compare with Q2 2023: 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 2023
Shares, value and share of portfolio for each institution holding Willdan Group, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1 | $21 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $41 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 13 | $266 | 0.00% | −3,621−99.6% | Reduced |
| IFP Advisors, Inc | 19 | $388 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 99 | $2.02K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 600 | $12.3K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 631 | $12.9K | 0.00% | −57−8.3% | Reduced |
| Metropolitan Life Insurance Co | 637 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 898 | $18.3K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 976 | $19.9K | 0.00% | −205−17.4% | Reduced |
| Acadian Asset Management LLC | 1,025 | $20.0K | 0.00% | +1,025 | New |
| Amalgamated Bank | 1,117 | $23.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,320 | $27.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,763 | $36.0K | 0.00% | +1,537+680.1% | Added |
| Penserra Capital Management LLC | 2,082 | $42.0K | 0.00% | −3,105−59.9% | Reduced |
| Barclays PLC | 2,116 | $43.2K | 0.00% | −311−12.8% | Reduced |
| Qube Research & Technologies Ltd | 2,180 | $44.5K | 0.00% | +2,180 | New |
| California State Teachers Retirement System | 2,690 | $55.0K | 0.00% | −1,365−33.7% | Reduced |
| Wells Fargo & Company | 3,019 | $61.7K | 0.00% | −1,626−35.0% | Reduced |
| Lazard Asset Management LLC | 3,798 | $77.0K | 0.00% | +3,798 | New |
| BNP Paribas Arbitrage, SA | 5,113 | $104.5K | 0.00% | +814+18.9% | Added |
| New York State Common Retirement Fund | 5,200 | $106.2K | 0.00% | +2,001+62.6% | Added |
| SG Americas Securities, LLC | 5,328 | $109.0K | 0.00% | +5,328 | New |
| Deutsche Bank AG | 5,577 | $113.9K | 0.00% | −160−2.8% | Reduced |
| American International Group, Inc. | 6,084 | $124.3K | 0.00% | +217+3.7% | Added |
| MetLife Investment Management | 7,156 | $146.2K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 7,750 | $158.3K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 9,343 | $190.9K | 0.00% | +9,343 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 10,449 | $213.5K | 0.00% | +10,449 | New |
| Bank of America Corp | 10,842 | $221.5K | 0.00% | +2,194+25.4% | Added |
| Price T Rowe Associates Inc | 11,331 | $232.0K | 0.00% | +297+2.7% | Added |
| SEI Investments Co | 11,511 | $235.2K | 0.00% | +645+5.9% | Added |
| Wedbush Securities Inc | 11,850 | $242.0K | 0.01% | 00.0% | Unchanged |
| Connors Investor Services Inc | 12,672 | $259.0K | 0.03% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 12,858 | $262.7K | 0.00% | −9,552−42.6% | Reduced |
| UBS Group AG | 13,903 | $284.0K | 0.00% | +228+1.7% | Added |
| Providence First Trust Co | 14,097 | $288.0K | 0.16% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 14,429 | $294.8K | 0.00% | +4,937+52.0% | Added |
| Wilsey Asset Management Inc | 15,227 | $311.1K | 0.07% | 00.0% | Unchanged |
| Stifel Financial Corp | 15,235 | $311.3K | 0.00% | +787+5.4% | Added |
| Quadrature Capital Ltd | 16,075 | $327.4K | 0.01% | +16,075 | New |
| Bridgeway Capital Management, LLC | 16,700 | $341.2K | 0.01% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 17,084 | $349.0K | 0.00% | +3,540+26.1% | Added |
| Millennium Management LLC | 17,914 | $366.0K | 0.00% | −40,418−69.3% | Reduced |
| Rhumbline Advisers | 18,135 | $370.5K | 0.00% | +529+3.0% | Added |
| Advisor Group Holdings, Inc. | 20,160 | $411.9K | 0.00% | +10,000+98.4% | Added |
| STRS Ohio | 20,700 | $422.0K | 0.00% | +20,700 | New |
| Trexquant Investment LP | 23,007 | $470.0K | 0.01% | −8,889−27.9% | Reduced |
| Wulff, Hansen & Co. | 24,421 | $498.9K | 0.58% | +7,267+42.4% | Added |
| Nuveen Asset Management, LLC | 24,535 | $501.3K | 0.00% | 00.0% | Unchanged |
| Gabelli Funds LLC | 25,000 | $510.8K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 25,619 | $523.4K | 0.00% | +192+0.8% | Added |
| First Trust Advisors LP | 29,628 | $605.3K | 0.00% | +4,054+15.9% | Added |
| Storebrand Asset Management AS | 29,765 | $608.1K | 0.00% | +12,175+69.2% | Added |
| D. E. Shaw & Co., Inc. | 30,345 | $619.9K | 0.00% | +7,220+31.2% | Added |
| State of Wisconsin Investment Board | 32,300 | $659.9K | 0.00% | −4,000−11.0% | Reduced |
| Morgan Stanley | 32,533 | $664.6K | 0.00% | −479−1.5% | Reduced |
| Citadel Advisors LLC | 33,454 | $683.5K | 0.00% | −1,592−4.5% | Reduced |
| Charles Schwab Investment Management Inc | 33,889 | $692.4K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 34,255 | $699.8K | 0.00% | +34,255 | New |
| Marshall Wace, LLP | 34,331 | $701.4K | 0.00% | −864−2.5% | Reduced |
| Victory Capital Management Inc | 38,191 | $780.2K | 0.00% | −177−0.5% | Reduced |
| Panagora Asset Management Inc | 42,330 | $864.8K | 0.01% | +9,441+28.7% | Added |
| Conestoga Capital Advisors, LLC | 53,073 | $1.08M | 0.02% | 00.0% | Unchanged |
| Legato Capital Management LLC | 53,662 | $1.10M | 0.16% | −2,548−4.5% | Reduced |
| EAM Investors, LLC | 57,903 | $1.18M | 0.23% | +57,903 | New |
| Bank of New York Mellon Corp | 63,251 | $1.29M | 0.00% | −79−0.1% | Reduced |
| Teton Advisors, Inc. | 67,000 | $1.37M | 0.42% | −11,000−14.1% | Reduced |
| Frontier Capital Management Co LLC | 67,852 | $1.39M | 0.02% | −17,434−20.4% | Reduced |
| Kornitzer Capital Management Inc | 79,400 | $1.62M | 0.03% | 00.0% | Unchanged |
| Royal Bank of Canada | 80,371 | $1.64M | 0.00% | +4,654+6.1% | Added |
| Hillsdale Investment Management Inc. | 82,700 | $1.69M | 0.15% | +82,700 | New |
| Essex Investment Management Co LLC | 143,527 | $2.93M | 0.48% | −1,932−1.3% | Reduced |
| Bard Associates Inc | 143,875 | $2.94M | 1.22% | −750−0.5% | Reduced |
| Kennedy Capital Management, Inc. | 164,272 | $3.36M | 0.08% | +1,199+0.7% | Added |
| Redwood Grove Capital, LLC | 178,511 | $3.65M | 1.46% | 00.0% | Unchanged |
| RBF Capital, LLC | 188,559 | $3.85M | 0.25% | −4,600−2.4% | Reduced |
| State Street Corp | 215,400 | $4.40M | 0.00% | +894+0.4% | Added |
| Northern Trust Corp | 243,260 | $4.97M | 0.00% | +192+0.1% | Added |
| Dimensional Fund Advisors LP | 245,352 | $5.01M | 0.00% | −12,430−4.8% | Reduced |
| Geode Capital Management, LLC | 257,173 | $5.25M | 0.00% | +23,179+9.9% | Added |
| Rock Point Advisors, LLC | 325,011 | $6.64M | 2.30% | −40,162−11.0% | Reduced |
| Summit Creek Advisors LLC | 382,803 | $7.82M | 1.06% | +1,587+0.4% | Added |
| Rice Hall James & Associates, LLC | 403,415 | $8.24M | 0.52% | −22,040−5.2% | Reduced |
| Swedbank AB | 435,600 | $8.90M | 0.02% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 477,673 | $9.76M | 0.05% | −186,003−28.0% | Reduced |
| Vanguard Group Inc | 636,148 | $13.0M | 0.00% | +1,365+0.2% | Added |
| BlackRock Inc. | 815,389 | $16.7M | 0.00% | −11,330−1.4% | Reduced |
| Amundi | 1,788,700 | $36.4M | 0.02% | +18,554+1.0% | Added |
| Forager Capital Management, LLC | 1,910,513 | $39.0M | 16.76% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −13,500−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −12,626−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −11,978−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −10,015−100.0% | Sold out |