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, Q1 2025
Institutional positions in Willdan Group, Inc. as of Mar 31, 2025. 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
- 170
- +17 vs. Q4 2024
- Shares held
- 10.3M
- +786.9K (+8.3%) vs. Q4 2024
- Total value
- $419.9M
- +$57.1M (+15.8%) vs. Q4 2024
- New holders
- 31
- 59 more added
- Sold out
- 14
- 59 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Willdan Group, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 1 | $39 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $81 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 6 | $244 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $286 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 8 | $326 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 8 | $326 | 0.00% | +8 | New |
| Parkside Financial Bank & Trust | 15 | $611 | 0.00% | +15 | New |
| EverSource Wealth Advisors, LLC | 17 | $692 | 0.00% | +17 | New |
| Rothschild Investment LLC | 20 | $814 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 28 | $1.14K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 36 | $1.47K | 0.00% | +36 | New |
| Nisa Investment Advisors, LLC | 47 | $1.91K | 0.00% | +15+46.9% | Added |
| GAMMA Investing LLC | 53 | $2.16K | 0.00% | −60−53.1% | Reduced |
| Colonial Trust Co | 73 | $3.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 96 | $3.91K | 0.00% | +85+772.7% | Added |
| South State Corp. | 103 | $4.20K | 0.00% | +103 | New |
| Hantz Financial Services, Inc. | 150 | $6.00K | 0.00% | +150 | New |
| Group One Trading, L.P. | 154 | $6.27K | 0.00% | +154 | New |
| Versant Capital Management, Inc | 156 | $6.35K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 163 | $6.64K | 0.00% | +163 | New |
| Sterling Capital Management LLC | 220 | $8.96K | 0.00% | −183−45.4% | Reduced |
| Jones Financial Companies LLLP | 290 | $11.9K | 0.00% | +290 | New |
| Covestor Ltd | 304 | $12.0K | 0.01% | +12+4.1% | Added |
| Amalgamated Bank | 440 | $18.0K | 0.00% | +52+13.4% | Added |
| Tower Research Capital LLC (TRC) | 521 | $21.2K | 0.00% | −1,161−69.0% | Reduced |
| Farther Finance Advisors, LLC | 576 | $23.5K | 0.00% | −480−45.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 900 | $29.4K | 0.01% | +900 | New |
| California State Teachers Retirement System | 939 | $38.2K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 1,129 | $46.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,118 | $46.0K | 0.00% | +19+1.7% | Added |
| Ameritas Investment Partners, Inc. | 1,228 | $50.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,836 | $74.8K | 0.01% | +1,836 | New |
| Legal & General Group Plc | 2,597 | $105.7K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 2,784 | $113.4K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 3,411 | $138.9K | 0.01% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 4,700 | $191.4K | 0.12% | +4,700 | New |
| Aquatic Capital Management LLC | 4,884 | $198.9K | 0.01% | −526−9.7% | Reduced |
| Cornerstone Investment Partners, LLC | 4,969 | $202.3K | 0.01% | −428−7.9% | Reduced |
| MBB Public Markets I LLC | 4,993 | $203.3K | 0.02% | +4,993 | New |
| Gabelli Funds LLC | 5,000 | $203.6K | 0.00% | −3,000−37.5% | Reduced |
| Occudo Quantitative Strategies LP | 5,147 | $210.9K | 0.03% | −794−13.4% | Reduced |
| Wilsey Asset Management Inc | 5,227 | $212.8K | 0.04% | +5,227 | New |
| New York State Common Retirement Fund | 5,304 | $216.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 5,402 | $220.0K | 0.00% | −241−4.3% | Reduced |
| Polymer Capital Management (US) LLC | 5,436 | $221.4K | 0.07% | +5,436 | New |
| Algert Global LLC | 6,130 | $249.6K | 0.01% | +6,130 | New |
| Corebridge Financial, Inc. | 6,245 | $254.3K | 0.00% | −94−1.5% | Reduced |
| Point72 Asset Management, L.P. | 6,253 | $254.6K | 0.00% | +1,953+45.4% | Added |
| Connors Investor Services Inc | 6,300 | $256.5K | 0.03% | −100−1.6% | Reduced |
| Centiva Capital, LP | 6,528 | $265.8K | 0.02% | +6,528 | New |
| Engineers Gate Manager LP | 6,703 | $272.9K | 0.00% | +311+4.9% | Added |
| Quest Partners LLC | 6,745 | $274.7K | 0.03% | +4,828+251.9% | Added |
| Concurrent Investment Advisors, LLC | 6,784 | $276.2K | 0.01% | +6,784 | New |
| Mount Yale Investment Advisors, LLC | 6,926 | $282.0K | 0.02% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 6,942 | $282.7K | 0.01% | +1,340+23.9% | Added |
| Sherbrooke Park Advisers LLC | 7,052 | $287.2K | 0.13% | −2,787−28.3% | Reduced |
| Quadrature Capital Ltd | 7,468 | $304.0K | 0.01% | +7,468 | New |
| Intech Investment Management LLC | 7,520 | $306.2K | 0.00% | +7,520 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 7,530 | $306.6K | 0.00% | +312+4.3% | Added |
| Integrated Quantitative Investments LLC | 7,543 | $307.2K | 0.15% | −37−0.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 7,654 | $311.0K | 0.05% | −8,872−53.7% | Reduced |
| SG Americas Securities, LLC | 7,644 | $311.0K | 0.00% | −6,283−45.1% | Reduced |
| MetLife Investment Management | 7,670 | $312.3K | 0.00% | −123−1.6% | Reduced |
| Navellier & Associates Inc | 7,982 | $316.2K | 0.04% | −172−2.1% | Reduced |
| Franklin Resources Inc | 7,987 | $325.2K | 0.00% | 00.0% | Unchanged |
| Bailard, Inc. | 8,000 | $325.8K | 0.01% | +1,500+23.1% | Added |
| STRS Ohio | 8,200 | $333.9K | 0.00% | +3,000+57.7% | Added |
| Principal Financial Group Inc | 8,526 | $347.2K | 0.00% | +319+3.9% | Added |
| Mackenzie Financial Corp | 8,604 | $350.4K | 0.00% | +1,574+22.4% | Added |
| Wedbush Securities Inc | 9,380 | $382.0K | 0.01% | +2,530+36.9% | Added |
| Meeder Asset Management Inc | 9,627 | $392.0K | 0.03% | +6,342+193.1% | Added |
| HRT Financial LP | 9,919 | $403.0K | 0.00% | −15,853−61.5% | Reduced |
| Counterpoint Mutual Funds LLC | 9,914 | $403.7K | 0.06% | +9,914 | New |
| CenterBook Partners LP | 10,139 | $412.9K | 0.03% | −2,153−17.5% | Reduced |
| Comerica Bank | 10,228 | $416.5K | 0.00% | −264−2.5% | Reduced |
| Price T Rowe Associates Inc | 10,882 | $444.0K | 0.00% | +523+5.0% | Added |
| Perritt Capital Management Inc | 11,000 | $447.9K | 0.25% | +2,000+22.2% | Added |
| Omers Administration Corp | 11,300 | $460.1K | 0.00% | +11,300 | New |
| Chase Investment Counsel Corp | 11,599 | $472.0K | 0.17% | +11,599 | New |
| State of Wisconsin Investment Board | 11,855 | $482.7K | 0.00% | +2,100+21.5% | Added |
| Caption Management, LLC | 12,032 | $489.9K | 0.02% | +12,032 | New |
| BNP Paribas Arbitrage, SA | 12,435 | $506.4K | 0.00% | +5,289+74.0% | Added |
| Semanteon Capital Management, LP | 12,605 | $513.3K | 0.28% | +12,605 | New |
| FMR LLC | 12,828 | $522.3K | 0.00% | +8,846+222.1% | Added |
| HSBC Holdings PLC | 13,087 | $533.2K | 0.00% | +4,274+48.5% | Added |
| Verition Fund Management LLC | 13,535 | $551.1K | 0.00% | +4,375+47.8% | Added |
| Janney Montgomery Scott LLC | 14,306 | $583.0K | 0.00% | −4,367−23.4% | Reduced |
| Teton Advisors, Inc. | 15,000 | $610.8K | 0.38% | −5,000−25.0% | Reduced |
| Advisor Group Holdings, Inc. | 15,630 | $636.5K | 0.00% | +1,316+9.2% | Added |
| Stifel Financial Corp | 15,639 | $636.8K | 0.00% | −855−5.2% | Reduced |
| Jump Financial, LLC | 16,864 | $686.7K | 0.01% | −1,536−8.3% | Reduced |
| Susquehanna International Group, LLP | 17,660 | $719.1K | 0.00% | −5,461−23.6% | Reduced |
| Martingale Asset Management L P | 17,668 | $719.4K | 0.02% | +17,668 | New |
| CWM Advisors, LLC | 17,928 | $730.0K | 0.09% | −3,462−16.2% | Reduced |
| Summit Global Investments | 18,451 | $751.0K | 0.05% | −1,454−7.3% | Reduced |
| Hillsdale Investment Management Inc. | 18,670 | $760.2K | 0.04% | +11,900+175.8% | Added |
| Barclays PLC | 18,932 | $770.9K | 0.00% | −3,992−17.4% | Reduced |
| Two Sigma Advisers, LP | 19,400 | $790.0K | 0.00% | +19,400 | New |
| Rhumbline Advisers | 19,406 | $790.2K | 0.00% | −753−3.7% | Reduced |
| Citigroup Inc | 20,590 | $838.4K | 0.00% | −5,757−21.9% | Reduced |