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 2025
Institutional positions in Willdan Group, Inc. as of Dec 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
- 267
- +15 vs. Q3 2025
- Shares held
- 11.2M
- +191.9K (+1.8%) vs. Q3 2025
- Total value
- $1.15B
- +$97.0M (+9.2%) vs. Q3 2025
- New holders
- 53
- 101 more added
- Sold out
- 38
- 79 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Willdan Group, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| California State Teachers Retirement System | 13,911 | $1.44M | 0.00% | +966+7.5% | Added |
| Los Angeles Capital Management LLC | 15,617 | $1.44M | 0.00% | +643+4.3% | Added |
| Citigroup Inc | 13,566 | $1.41M | 0.00% | −14,636−51.9% | Reduced |
| Legal & General Group Plc | 13,090 | $1.36M | 0.00% | −1,278−8.9% | Reduced |
| Navellier & Associates Inc | 12,909 | $1.34M | 0.15% | −762−5.6% | Reduced |
| Federated Hermes, Inc. | 12,756 | $1.32M | 0.00% | +12,600+8,076.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 12,661 | $1.31M | 0.03% | +1,383+12.3% | Added |
| Jump Financial, LLC | 11,530 | $1.20M | 0.01% | −56,770−83.1% | Reduced |
| Cadent Capital Advisors, LLC | 11,391 | $1.18M | 0.31% | +11,391 | New |
| Sanctuary Advisors, LLC | 11,293 | $1.17M | 0.01% | +11,293 | New |
| J. Derek Lewis & Associates Inc. | 11,117 | $1.15M | 0.27% | +11,117 | New |
| Price T Rowe Associates Inc | 10,795 | $1.12M | 0.00% | +730+7.3% | Added |
| Franklin Resources Inc | 10,584 | $1.10M | 0.00% | +605+6.1% | Added |
| Engineers Gate Manager LP | 10,432 | $1.08M | 0.01% | −12,803−55.1% | Reduced |
| Concurrent Investment Advisors, LLC | 10,371 | $1.08M | 0.01% | +5,264+103.1% | Added |
| State of Wisconsin Investment Board | 10,015 | $1.04M | 0.00% | −1,972−16.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9,658 | $1.03M | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 9,885 | $1.02M | 0.01% | +1,607+19.4% | Added |
| Dark Forest Capital Management LP | 9,198 | $953.5K | 0.04% | −4,562−33.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,601 | $891.6K | 0.00% | +5,658+192.3% | Added |
| Intech Investment Management LLC | 8,122 | $841.9K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 7,972 | $826.4K | 0.01% | +5,414+211.6% | Added |
| Stifel Financial Corp | 7,760 | $804.4K | 0.00% | −734−8.6% | Reduced |
| MetLife Investment Management | 7,758 | $804.2K | 0.00% | −466−5.7% | Reduced |
| Brevan Howard Capital Management LP | 7,403 | $767.4K | 0.01% | +3,705+100.2% | Added |
| STRS Ohio | 7,400 | $767.1K | 0.00% | −100−1.3% | Reduced |
| Inspire Advisors, LLC | 6,753 | $700.1K | 0.06% | +4,056+150.4% | Added |
| Manufacturers Life Insurance Company, The | 6,560 | $680.0K | 0.00% | −416−6.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 6,507 | $674.5K | 0.00% | +50+0.8% | Added |
| Creative Planning | 6,395 | $662.9K | 0.00% | +1,798+39.1% | Added |
| Thoroughbred Financial Services, LLC | 6,283 | $651.0K | 0.04% | +1,760+38.9% | Added |
| Parsonex Advisory Services, Inc. | 6,250 | $647.9K | 0.41% | −3,750−37.5% | Reduced |
| Mariner, LLC | 6,062 | $628.8K | 0.00% | +118+2.0% | Added |
| Focused Alpha, LLC | 6,051 | $627.2K | 0.18% | +6,051 | New |
| Quest Partners LLC | 5,972 | $619.1K | 0.03% | −1,017−14.6% | Reduced |
| Gladstone Institutional Advisory LLC | 5,840 | $605.4K | 0.02% | +241+4.3% | Added |
| BCJ Capital Management, LLC | 5,746 | $595.6K | 0.03% | +905+18.7% | Added |
| Jain Global LLC | 5,720 | $592.9K | 0.01% | +5,720 | New |
| State of Alaska, Department of Revenue | 5,703 | $590.0K | 0.01% | +4,925+633.0% | Added |
| Harvest Investment Services, LLC | 5,487 | $568.8K | 0.11% | −4,877−47.1% | Reduced |
| Wedbush Securities Inc | 5,350 | $555.0K | 0.02% | −400−7.0% | Reduced |
| Point72 Asset Management, L.P. | 5,249 | $544.1K | 0.00% | −10,319−66.3% | Reduced |
| Summit Global Investments | 5,235 | $543.0K | 0.03% | +64+1.2% | Added |
| Oppenheimer & Co Inc | 5,122 | $530.9K | 0.01% | +5,122 | New |
| Stoneridge Investment Partners LLC | 4,738 | $491.0K | 0.34% | +4,738 | New |
| Virtus ETF Advisers LLC | 4,700 | $487.2K | 0.23% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 4,695 | $486.7K | 0.13% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 4,645 | $481.5K | 0.01% | +4,645 | New |
| Cornerstone Investment Partners, LLC | 4,635 | $480.5K | 0.02% | +3+0.1% | Added |
| CWM Advisors, LLC | 4,479 | $464.3K | 0.04% | −262−5.5% | Reduced |
| Martingale Asset Management L P | 4,419 | $458.1K | 0.01% | −596−11.9% | Reduced |
| New York State Common Retirement Fund | 4,404 | $456.5K | 0.00% | −900−17.0% | Reduced |
| Private Advisor Group, LLC | 4,366 | $452.6K | 0.00% | +18+0.4% | Added |
| Balyasny Asset Management LLC | 4,327 | $448.5K | 0.00% | −1,546−26.3% | Reduced |
| Diversified Trust Co | 4,308 | $446.6K | 0.01% | +192+4.7% | Added |
| Brookwood Investment Group LLC | 4,074 | $422.3K | 0.05% | +4,074 | New |
| Arizona State Retirement System | 4,051 | $419.9K | 0.00% | −17−0.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,021 | $417.0K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 3,870 | $401.2K | 0.00% | +20+0.5% | Added |
| Aigen Investment Management, LP | 3,786 | $392.5K | 0.09% | +3,786 | New |
| Truvestments Capital LLC | 3,708 | $384.4K | 0.07% | +108+3.0% | Added |
| Ausbil Investment Management Ltd | 3,695 | $383.0K | 0.22% | 00.0% | Unchanged |
| PDT Partners, LLC | 3,549 | $367.9K | 0.02% | +3,549 | New |
| State Board of Administration of Florida Retirement System | 3,485 | $361.3K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 3,429 | $355.4K | 0.00% | −2,568−42.8% | Reduced |
| Quantinno Capital Management LP | 3,415 | $354.0K | 0.00% | +696+25.6% | Added |
| Globeflex Capital L P | 3,411 | $353.6K | 0.05% | 00.0% | Unchanged |
| Elevated Financial Group LLC | 3,255 | $337.4K | 0.12% | +3,255 | New |
| Blair William & Co | 3,250 | $336.9K | 0.00% | +3,250 | New |
| EntryPoint Capital, LLC | 3,208 | $332.5K | 0.13% | −2,632−45.1% | Reduced |
| Wimmer Associates 1, LLC | 3,110 | $322.4K | 0.15% | +40+1.3% | Added |
| KLP Kapitalforvaltning AS | 3,100 | $321.3K | 0.00% | +200+6.9% | Added |
| Falcon Wealth Planning | 2,981 | $309.0K | 0.03% | −176−5.6% | Reduced |
| Diametric Capital, LP | 2,927 | $303.4K | 0.08% | +2,927 | New |
| Amundi | 2,893 | $299.9K | 0.00% | +2,893 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,749 | $285.0K | 0.00% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 2,698 | $279.7K | 0.03% | +2,698 | New |
| TD Waterhouse Canada Inc. | 2,699 | $279.5K | 0.00% | +2,699 | New |
| Royal Bank of Canada | 2,673 | $278.0K | 0.00% | +1,120+72.1% | Added |
| Truist Financial Corp | 2,651 | $274.8K | 0.00% | +2,651 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,635 | $273.1K | 0.00% | +2,635 | New |
| Wealth Enhancement Advisory Services, LLC | 2,379 | $271.0K | 0.00% | +2,379 | New |
| ProShare Advisors LLC | 2,570 | $266.4K | 0.00% | +193+8.1% | Added |
| Fox Run Management, L.L.C. | 2,558 | $265.2K | 0.04% | −7,471−74.5% | Reduced |
| Voya Investment Management LLC | 2,556 | $265.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,533 | $262.6K | 0.00% | −68,474−96.4% | Reduced |
| Bailard, Inc. | 2,440 | $252.9K | 0.01% | +2,440 | New |
| Pictet Asset Management Holding SA | 2,419 | $250.8K | 0.00% | +2,419 | New |
| Wilsey Asset Management Inc | 2,359 | $244.5K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 2,303 | $239.0K | 0.00% | +118+5.4% | Added |
| Canada Pension Plan Investment Board | 2,200 | $228.1K | 0.00% | +2,200 | New |
| Swiss Life Asset Management Ltd | 2,143 | $222.1K | 0.00% | +2,143 | New |
| Invst, LLC | 2,129 | $220.7K | 0.02% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,106 | $218.3K | 0.01% | −44,852−95.5% | Reduced |
| Lighthouse Investment Partners, LLC | 2,096 | $217.3K | 0.01% | +2,096 | New |
| La Banque Postale Asset Management SA | 2,062 | $213.7K | 0.00% | +2,062 | New |
| Rock Point Advisors, LLC | 2,060 | $213.5K | 0.05% | +2,060 | New |
| Commonwealth Equity Services, LLC | 2,040 | $211.5K | 0.00% | +2,040 | New |
| GK Wealth Management LLC | 2,036 | $211.1K | 0.15% | +2,036 | New |
| Oxinas Partners Wealth Management LLC | 2,035 | $210.9K | 0.10% | +2,035 | New |