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, Q2 2025
Institutional positions in Willdan Group, Inc. as of Jun 30, 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
- 190
- +20 vs. Q1 2025
- Shares held
- 10.8M
- +536.7K (+5.2%) vs. Q1 2025
- Total value
- $679.0M
- +$259.1M (+61.7%) vs. Q1 2025
- New holders
- 37
- 70 more added
- Sold out
- 17
- 59 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Willdan Group, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| STRS Ohio | 8,800 | $550.1K | 0.00% | +600+7.3% | Added |
| Occudo Quantitative Strategies LP | 8,772 | $548.3K | 0.06% | +3,625+70.4% | Added |
| Squarepoint Ops LLC | 8,577 | $536.1K | 0.00% | −30,736−78.2% | Reduced |
| MetLife Investment Management | 8,224 | $514.1K | 0.00% | +554+7.2% | Added |
| Balyasny Asset Management LLC | 8,077 | $504.9K | 0.00% | −25,009−75.6% | Reduced |
| Perritt Capital Management Inc | 8,000 | $500.1K | 0.26% | −3,000−27.3% | Reduced |
| Franklin Resources Inc | 7,987 | $499.3K | 0.00% | 00.0% | Unchanged |
| Navellier & Associates Inc | 7,969 | $498.1K | 0.06% | −13−0.2% | Reduced |
| State of Wisconsin Investment Board | 7,955 | $497.3K | 0.00% | −3,900−32.9% | Reduced |
| MML Investors Services, LLC | 7,827 | $489.0K | 0.00% | +2,425+44.9% | Added |
| Centiva Capital, LP | 7,647 | $478.0K | 0.03% | +1,119+17.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 7,615 | $476.0K | 0.00% | +85+1.1% | Added |
| Verition Fund Management LLC | 7,400 | $462.6K | 0.00% | −6,135−45.3% | Reduced |
| Bailard, Inc. | 7,100 | $443.8K | 0.01% | −900−11.3% | Reduced |
| Concurrent Investment Advisors, LLC | 7,091 | $443.3K | 0.01% | +307+4.5% | Added |
| Hillsdale Investment Management Inc. | 6,950 | $434.4K | 0.02% | −11,720−62.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 6,926 | $432.9K | 0.03% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 6,925 | $432.9K | 0.01% | +222+3.3% | Added |
| Counterpoint Mutual Funds LLC | 6,706 | $419.2K | 0.04% | −3,208−32.4% | Reduced |
| Quest Partners LLC | 6,504 | $406.6K | 0.04% | −241−3.6% | Reduced |
| Wedbush Securities Inc | 6,330 | $396.0K | 0.01% | −3,050−32.5% | Reduced |
| Marshall Wace, LLP | 5,901 | $368.9K | 0.00% | −15,647−72.6% | Reduced |
| Inspire Advisors, LLC | 5,465 | $341.6K | 0.04% | +5,465 | New |
| New York State Common Retirement Fund | 5,304 | $331.6K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,189 | $324.0K | 0.00% | −2,455−32.1% | Reduced |
| Graham Capital Management, L.P. | 5,143 | $321.5K | 0.01% | −1,799−25.9% | Reduced |
| Manufacturers Life Insurance Company, The | 5,016 | $313.6K | 0.00% | +5,016 | New |
| Cornerstone Investment Partners, LLC | 4,971 | $310.7K | 0.01% | +20.0% | Added |
| Private Advisor Group, LLC | 4,754 | $297.2K | 0.00% | +4,754 | New |
| Wilsey Asset Management Inc | 4,717 | $294.9K | 0.05% | −510−9.8% | Reduced |
| Virtus ETF Advisers LLC | 4,700 | $293.8K | 0.18% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 4,695 | $293.5K | 0.09% | +4,695 | New |
| Welch Group, LLC | 4,000 | $250.0K | 0.01% | +4,000 | New |
| Voya Investment Management LLC | 3,933 | $245.9K | 0.00% | +3,933 | New |
| XTX Topco Ltd | 3,844 | $240.3K | 0.01% | +3,844 | New |
| Diversified Trust Co | 3,799 | $237.5K | 0.01% | +3,799 | New |
| Algert Global LLC | 3,680 | $230.0K | 0.00% | −2,450−40.0% | Reduced |
| CI Private Wealth, LLC | 3,616 | $226.0K | 0.00% | +3,616 | New |
| State Board of Administration of Florida Retirement System | 3,503 | $219.0K | 0.00% | +3,503 | New |
| Globeflex Capital L P | 3,411 | $213.2K | 0.02% | 00.0% | Unchanged |
| Ieq Capital, LLC | 3,386 | $211.7K | 0.00% | +3,386 | New |
| Semanteon Capital Management, LP | 3,321 | $207.6K | 0.31% | −9,284−73.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,255 | $203.5K | 0.00% | +471+16.9% | Added |
| Wimmer Associates 1, LLC | 3,250 | $203.2K | 0.10% | +3,250 | New |
| Meeder Asset Management Inc | 3,148 | $196.8K | 0.01% | −6,479−67.3% | Reduced |
| Point72 Asset Management, L.P. | 2,800 | $175.0K | 0.00% | −3,453−55.2% | Reduced |
| CWM, LLC | 2,042 | $128.0K | 0.00% | +924+82.6% | Added |
| Tower Research Capital LLC (TRC) | 1,763 | $110.2K | 0.00% | +1,242+238.4% | Added |
| McIlrath & Eck, LLC | 1,630 | $101.9K | 0.01% | −206−11.2% | Reduced |
| Ameritas Investment Partners, Inc. | 1,419 | $88.7K | 0.00% | +191+15.6% | Added |
| Raymond James Financial Inc | 1,280 | $80.0K | 0.00% | +1,280 | New |
| New York State Teachers Retirement System | 1,129 | $71.0K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,032 | $64.5K | 0.01% | +1,032 | New |
| California State Teachers Retirement System | 939 | $58.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 886 | $55.0K | 0.03% | +582+191.4% | Added |
| Point72 (DIFC) Ltd | 710 | $44.4K | 0.00% | +710 | New |
| Global Retirement Partners, LLC | 593 | $37.1K | 0.00% | +593 | New |
| Farther Finance Advisors, LLC | 576 | $36.0K | 0.00% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 475 | $29.7K | 0.01% | +475 | New |
| Amalgamated Bank | 440 | $28.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 290 | $18.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 288 | $18.0K | 0.00% | +271+1,594.1% | Added |
| Principal Securities, Inc. | 239 | $14.9K | 0.00% | +239 | New |
| Quarry LP | 218 | $13.6K | 0.00% | +218 | New |
| Nisa Investment Advisors, LLC | 192 | $12.0K | 0.00% | +145+308.5% | Added |
| Essential Partners LLC | 183 | $11.4K | 0.00% | +183 | New |
| Versant Capital Management, Inc | 156 | $9.75K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 156 | $9.75K | 0.00% | +156 | New |
| Sterling Capital Management LLC | 142 | $8.88K | 0.00% | −78−35.5% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 134 | $8.38K | 0.00% | +134 | New |
| GAMMA Investing LLC | 128 | $8.00K | 0.00% | +75+141.5% | Added |
| Aster Capital Management (DIFC) Ltd | 113 | $7.06K | 0.00% | −787−87.4% | Reduced |
| South State Corp. | 103 | $6.44K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 100 | $6.25K | 0.00% | −54−35.1% | Reduced |
| US Bancorp | 77 | $4.81K | 0.00% | +69+862.5% | Added |
| Colonial Trust Co | 73 | $4.57K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 38 | $2.50K | 0.00% | +38 | New |
| Cullen/Frost Bankers, Inc. | 28 | $1.75K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $1.25K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 15 | $938 | 0.00% | +15 | New |
| Parkside Financial Bank & Trust | 15 | $937 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 13 | $813 | 0.00% | +5+62.5% | Added |
| The PNC Financial Services Group, Inc. | 11 | $688 | 0.00% | −85−88.5% | Reduced |
| Allworth Financial LP | 10 | $626 | 0.00% | +9+900.0% | Added |
| Newbridge Financial Services Group, Inc. | 8 | $478 | 0.00% | +2+33.3% | Added |
| True Wealth Design, LLC | 7 | $438 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 2 | $237 | 0.00% | +2 | New |
| Clearstead Advisors, LLC | 2 | $126 | 0.00% | +2 | New |
| North Star Investment Management Corp. | 2 | $125 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 2 | $125 | 0.00% | +2 | New |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −115,111−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −33,654−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −12,032−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −10,139−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −7,654−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −7,543−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −7,468−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −7,052−100.0% | Sold out |
| Connors Investor Services Inc | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −6,245−100.0% | Sold out |