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, Q4 2024
Institutional positions in Willdan Group, Inc. as of Dec 31, 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
- 155
- +14 vs. Q3 2024
- Shares held
- 10.0M
- −226.1K (−2.2%) vs. Q3 2024
- Total value
- $382.5M
- −$38.5M (−9.1%) vs. Q3 2024
- New holders
- 32
- 61 more added
- Sold out
- 18
- 44 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Willdan Group, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 7,146 | $272.2K | 0.00% | −17,993−71.6% | Reduced |
| Federated Hermes, Inc. | 7,088 | $270.0K | 0.00% | +13+0.2% | Added |
| Mackenzie Financial Corp | 7,030 | $267.8K | 0.00% | +7,030 | New |
| Mount Yale Investment Advisors, LLC | 6,926 | $263.8K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 6,850 | $261.0K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 6,770 | $257.9K | 0.01% | 00.0% | Unchanged |
| Bailard, Inc. | 6,500 | $247.6K | 0.01% | −200−3.0% | Reduced |
| Connors Investor Services Inc | 6,400 | $243.8K | 0.02% | −1,600−20.0% | Reduced |
| Engineers Gate Manager LP | 6,392 | $243.5K | 0.00% | +6,392 | New |
| Corebridge Financial, Inc. | 6,339 | $241.5K | 0.00% | −391−5.8% | Reduced |
| Occudo Quantitative Strategies LP | 5,941 | $226.3K | 0.04% | −6,107−50.7% | Reduced |
| MML Investors Services, LLC | 5,643 | $215.0K | 0.00% | +5,643 | New |
| Graham Capital Management, L.P. | 5,602 | $213.4K | 0.01% | +5,602 | New |
| Aquatic Capital Management LLC | 5,410 | $206.1K | 0.01% | +510+10.4% | Added |
| Cornerstone Investment Partners, LLC | 5,397 | $205.6K | 0.01% | +9+0.2% | Added |
| New York State Common Retirement Fund | 5,304 | $202.0K | 0.00% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 5,284 | $201.3K | 0.01% | +5,284 | New |
| STRS Ohio | 5,200 | $198.1K | 0.00% | −2,500−32.5% | Reduced |
| Quantbot Technologies LP | 4,526 | $172.4K | 0.01% | +3,903+626.5% | Added |
| Point72 Asset Management, L.P. | 4,300 | $163.8K | 0.00% | −3,814−47.0% | Reduced |
| FMR LLC | 3,982 | $151.7K | 0.00% | +47+1.2% | Added |
| Globeflex Capital L P | 3,411 | $129.9K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 3,285 | $125.1K | 0.01% | +3,285 | New |
| Police & Firemen's Retirement System of New Jersey | 2,784 | $106.0K | 0.00% | +2,784 | New |
| Legal & General Group Plc | 2,597 | $98.9K | 0.00% | +542+26.4% | Added |
| Quest Partners LLC | 1,917 | $73.0K | 0.01% | −7,185−78.9% | Reduced |
| Tower Research Capital LLC (TRC) | 1,682 | $64.1K | 0.00% | +1,387+470.2% | Added |
| Ameritas Investment Partners, Inc. | 1,228 | $46.8K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 1,129 | $43.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,099 | $42.0K | 0.00% | +118+12.0% | Added |
| Farther Finance Advisors, LLC | 1,056 | $40.2K | 0.00% | +1,056 | New |
| Point72 (DIFC) Ltd | 995 | $37.9K | 0.00% | +995 | New |
| California State Teachers Retirement System | 939 | $35.8K | 0.00% | +27+3.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 824 | $31.4K | 0.01% | −242−22.7% | Reduced |
| Kestra Investment Management, LLC | 610 | $23.2K | 0.00% | +610 | New |
| Sterling Capital Management LLC | 403 | $15.3K | 0.00% | +359+815.9% | Added |
| Amalgamated Bank | 388 | $15.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 300 | $11.4K | 0.00% | +300 | New |
| Clear Street Markets LLC | 294 | $11.2K | 0.00% | +294 | New |
| Covestor Ltd | 292 | $11.0K | 0.01% | +152+108.6% | Added |
| Versant Capital Management, Inc | 156 | $5.94K | 0.00% | +156 | New |
| GAMMA Investing LLC | 113 | $4.30K | 0.00% | +48+73.8% | Added |
| Colonial Trust Co | 73 | $2.81K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 32 | $1.22K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 28 | $1.07K | 0.00% | +28 | New |
| Rothschild Investment LLC | 20 | $762 | 0.00% | +5+33.3% | Added |
| Creative Planning | 16 | $609 | 0.00% | +16 | New |
| The PNC Financial Services Group, Inc. | 11 | $419 | 0.00% | −15−57.7% | Reduced |
| SBI Securities Co., Ltd. | 8 | $305 | 0.00% | +8 | New |
| True Wealth Design, LLC | 7 | $267 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 7 | $267 | 0.00% | +7 | New |
| Newbridge Financial Services Group, Inc. | 6 | $229 | 0.00% | +6 | New |
| North Star Investment Management Corp. | 2 | $76 | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,410 | $54 | 0.00% | +1,410 | New |
| Allworth Financial LP | 1 | $39 | 0.00% | 00.0% | Unchanged |
| Amundi | 0 | $0 | 0.00% | −847,284−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −32,347−100.0% | Sold out |
| Davy Global Fund Management Ltd | 0 | $0 | 0.00% | −18,465−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −16,866−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −16,106−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −14,134−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −9,440−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −8,958−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −8,906−100.0% | Sold out |
| Wilsey Asset Management Inc | 0 | $0 | 0.00% | −5,227−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −5,086−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −4,993−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| Gen-Wealth Partners Inc | 0 | $0 | 0.00% | −1,525−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| AJOVista, LLC | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |