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 2024
Institutional positions in Willdan Group, Inc. as of Sep 30, 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
- 143
- +34 vs. Q2 2024
- Shares held
- 10.3M
- +790.0K (+8.3%) vs. Q2 2024
- Total value
- $421.3M
- +$147.6M (+53.9%) vs. Q2 2024
- New holders
- 47
- 53 more added
- Sold out
- 13
- 29 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding Willdan Group, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 1 | $41 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $82 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $287 | 0.00% | +7 | New |
| Rothschild Investment LLC | 15 | $614 | 0.00% | +15 | New |
| The PNC Financial Services Group, Inc. | 26 | $1.06K | 0.00% | −37−58.7% | Reduced |
| Nisa Investment Advisors, LLC | 32 | $1.31K | 0.00% | +12+60.0% | Added |
| US Bancorp | 34 | $1.39K | 0.00% | +34 | New |
| Sterling Capital Management LLC | 44 | $1.80K | 0.00% | +44 | New |
| GAMMA Investing LLC | 65 | $2.66K | 0.00% | +65 | New |
| Colonial Trust Co | 73 | $3.00K | 0.00% | +73 | New |
| Signaturefd, LLC | 75 | $3.07K | 0.00% | +75 | New |
| Capital Performance Advisors LLP | 121 | $4.96K | 0.00% | +121 | New |
| Covestor Ltd | 140 | $6.00K | 0.00% | +124+775.0% | Added |
| Tower Research Capital LLC (TRC) | 295 | $12.1K | 0.00% | −2,087−87.6% | Reduced |
| Amalgamated Bank | 388 | $16.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 623 | $25.5K | 0.00% | +623 | New |
| nVerses Capital, LLC | 900 | $36.9K | 0.02% | +500+125.0% | Added |
| California State Teachers Retirement System | 912 | $37.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 981 | $40.0K | 0.00% | +295+43.0% | Added |
| FinTrust Capital Advisors, LLC | 1,052 | $43.1K | 0.01% | +1,052 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,066 | $43.7K | 0.01% | +1,066 | New |
| New York State Teachers Retirement System | 1,129 | $46.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,228 | $50.3K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,525 | $72.7K | 0.03% | +1,525 | New |
| Legal & General Group Plc | 2,055 | $84.2K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 3,411 | $139.7K | 0.01% | +3,411 | New |
| FMR LLC | 3,935 | $161.1K | 0.00% | +3,048+343.6% | Added |
| Aquatic Capital Management LLC | 4,900 | $200.7K | 0.01% | +4,700+2,350.0% | Added |
| Manufacturers Life Insurance Company, The | 4,900 | $200.7K | 0.00% | +4,900 | New |
| Squarepoint Ops LLC | 4,974 | $203.7K | 0.00% | +4,974 | New |
| MBB Public Markets I LLC | 4,993 | $204.5K | 0.02% | +4,993 | New |
| Intech Investment Management LLC | 5,086 | $208.3K | 0.00% | +5,086 | New |
| Wilsey Asset Management Inc | 5,227 | $214.0K | 0.04% | +5,227 | New |
| New York State Common Retirement Fund | 5,304 | $217.2K | 0.00% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 5,388 | $220.6K | 0.01% | +5,388 | New |
| Wells Fargo & Company | 5,779 | $236.7K | 0.00% | +129+2.3% | Added |
| Bailard, Inc. | 6,700 | $274.4K | 0.01% | +6,700 | New |
| Corebridge Financial, Inc. | 6,730 | $275.6K | 0.00% | −42−0.6% | Reduced |
| Hillsdale Investment Management Inc. | 6,770 | $277.2K | 0.02% | +170+2.6% | Added |
| AJOVista, LLC | 6,831 | $279.7K | 1.20% | +6,831 | New |
| Wedbush Securities Inc | 6,850 | $281.0K | 0.01% | +6,850 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 6,914 | $283.1K | 0.00% | +406+6.2% | Added |
| Mount Yale Investment Advisors, LLC | 6,926 | $283.6K | 0.03% | +6,926 | New |
| Federated Hermes, Inc. | 7,075 | $289.7K | 0.00% | +96+1.4% | Added |
| Principal Financial Group Inc | 7,530 | $308.4K | 0.00% | +7,530 | New |
| SG Americas Securities, LLC | 7,574 | $310.0K | 0.00% | +7,574 | New |
| Verition Fund Management LLC | 7,589 | $310.8K | 0.00% | +7,589 | New |
| Deutsche Bank AG | 7,627 | $312.3K | 0.00% | +2,255+42.0% | Added |
| STRS Ohio | 7,700 | $315.3K | 0.00% | +2,200+40.0% | Added |
| MetLife Investment Management | 7,793 | $319.1K | 0.00% | 00.0% | Unchanged |
| Navellier & Associates Inc | 7,813 | $319.9K | 0.04% | +7,813 | New |
| Connors Investor Services Inc | 8,000 | $327.6K | 0.03% | −2,372−22.9% | Reduced |
| Perritt Capital Management Inc | 8,000 | $327.6K | 0.17% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 8,114 | $332.3K | 0.00% | +7,351+963.4% | Added |
| Franklin Resources Inc | 7,987 | $350.9K | 0.00% | +7,987 | New |
| Ausbil Investment Management Ltd | 8,592 | $351.8K | 0.12% | +8,592 | New |
| Y-Intercept (Hong Kong) Ltd | 8,906 | $364.7K | 0.02% | +8,906 | New |
| Centiva Capital, LP | 8,958 | $366.8K | 0.02% | +8,958 | New |
| Quest Partners LLC | 9,102 | $372.7K | 0.03% | +9,102 | New |
| Alps Advisors Inc | 9,200 | $376.7K | 0.00% | +9,200 | New |
| State of Wyoming | 9,440 | $386.6K | 0.06% | +6,812+259.2% | Added |
| Price T Rowe Associates Inc | 9,733 | $399.0K | 0.00% | −2,799−22.3% | Reduced |
| Bank of America Corp | 10,073 | $412.5K | 0.00% | −42−0.4% | Reduced |
| Comerica Bank | 10,492 | $429.6K | 0.00% | +581+5.9% | Added |
| Man Group plc | 11,394 | $466.6K | 0.00% | +11,394 | New |
| Occudo Quantitative Strategies LP | 12,048 | $493.4K | 0.09% | +4,745+65.0% | Added |
| State of Wisconsin Investment Board | 12,755 | $522.3K | 0.00% | −3,992−23.8% | Reduced |
| Envestnet Asset Management Inc | 13,502 | $552.9K | 0.00% | +13,502 | New |
| Semanteon Capital Management, LP | 14,134 | $578.8K | 0.39% | +14,134 | New |
| Janney Montgomery Scott LLC | 14,624 | $599.0K | 0.00% | +14,624 | New |
| Calamos Advisors LLC | 15,712 | $643.4K | 0.00% | +15,712 | New |
| Jump Financial, LLC | 15,730 | $644.1K | 0.01% | +15,730 | New |
| Stifel Financial Corp | 16,033 | $656.6K | 0.00% | +1,474+10.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 16,106 | $659.5K | 0.00% | +16,106 | New |
| Quadrature Capital Ltd | 16,866 | $690.7K | 0.02% | +4,029+31.4% | Added |
| Gabelli Funds LLC | 17,000 | $696.1K | 0.01% | −3,000−15.0% | Reduced |
| Barclays PLC | 17,301 | $708.5K | 0.00% | +12,297+245.7% | Added |
| UBS Group AG | 17,445 | $714.4K | 0.00% | +2,337+15.5% | Added |
| Davy Global Fund Management Ltd | 18,465 | $756.1K | 0.08% | 00.0% | Unchanged |
| Rhumbline Advisers | 19,597 | $802.5K | 0.00% | −897−4.4% | Reduced |
| Jane Street Group, LLC | 19,873 | $813.8K | 0.00% | +4,968+33.3% | Added |
| American Century Companies Inc | 20,394 | $835.1K | 0.00% | +7,893+63.1% | Added |
| SEI Investments Co | 20,661 | $846.1K | 0.00% | +12,626+157.1% | Added |
| CWM Advisors, LLC | 20,889 | $855.4K | 0.09% | +20,889 | New |
| Wulff, Hansen & Co. | 22,451 | $919.4K | 0.86% | −714−3.1% | Reduced |
| Advisor Group Holdings, Inc. | 23,031 | $942.9K | 0.00% | +11,521+100.1% | Added |
| Citigroup Inc | 23,398 | $958.1K | 0.00% | +20,538+718.1% | Added |
| BNP Paribas Arbitrage, SA | 25,139 | $1.03M | 0.00% | +19,727+364.5% | Added |
| Storebrand Asset Management AS | 25,595 | $1.05M | 0.00% | −5,604−18.0% | Reduced |
| Two Sigma Investments, LP | 26,963 | $1.10M | 0.00% | +939+3.6% | Added |
| Lazard Asset Management LLC | 30,633 | $1.25M | 0.00% | +13,287+76.6% | Added |
| Victory Capital Management Inc | 31,274 | $1.28M | 0.00% | −2,976−8.7% | Reduced |
| Teton Advisors, Inc. | 32,000 | $1.31M | 0.59% | −10,000−23.8% | Reduced |
| EAM Investors, LLC | 32,347 | $1.32M | 0.20% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 36,533 | $1.50M | 0.00% | +964+2.7% | Added |
| Bank of New York Mellon Corp | 43,096 | $1.76M | 0.00% | −9,604−18.2% | Reduced |
| Conestoga Capital Advisors, LLC | 44,213 | $1.81M | 0.02% | −11,400−20.5% | Reduced |
| AQR Capital Management LLC | 44,917 | $1.84M | 0.00% | +6,939+18.3% | Added |
| Qube Research & Technologies Ltd | 45,281 | $1.85M | 0.00% | +28,231+165.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 45,612 | $1.87M | 0.01% | +16,394+56.1% | Added |