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 2026
Institutional positions in Willdan Group, Inc. as of Mar 31, 2026. 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
- 256
- −6 vs. Q4 2025
- Shares held
- 11.4M
- +1.46M (+14.7%) vs. Q4 2025
- Total value
- $874.4M
- −$151.6M (−14.8%) vs. Q4 2025
- New holders
- 51
- 102 more added
- Sold out
- 57
- 79 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Willdan Group, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kassira Wealth Management LLC | 4,384 | $335.6K | 0.31% | +4,384 | New |
| New York State Common Retirement Fund | 4,404 | $337.2K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 4,550 | $348.3K | 0.00% | +1,300+40.0% | Added |
| Diversified Trust Co | 4,652 | $356.2K | 0.01% | +344+8.0% | Added |
| WealthTrust Axiom LLC | 4,695 | $359.4K | 0.09% | 00.0% | Unchanged |
| Independent Advisor Alliance | 4,764 | $364.7K | 0.00% | −23,877−83.4% | Reduced |
| Mariner, LLC | 4,767 | $365.0K | 0.00% | −1,295−21.4% | Reduced |
| Private Advisor Group, LLC | 5,244 | $401.5K | 0.00% | +878+20.1% | Added |
| Los Angeles Capital Management LLC | 5,373 | $411.4K | 0.00% | −10,244−65.6% | Reduced |
| Gladstone Institutional Advisory LLC | 5,603 | $429.0K | 0.02% | −237−4.1% | Reduced |
| State of Alaska, Department of Revenue | 5,703 | $436.0K | 0.00% | 00.0% | Unchanged |
| Argent Capital Management LLC | 5,836 | $446.8K | 0.01% | +5,836 | New |
| Jones Financial Companies LLLP | 5,617 | $448.2K | 0.00% | +5,603+40,021.4% | Added |
| Janus Henderson Group PLC | 5,961 | $456.0K | 0.00% | −22,399−79.0% | Reduced |
| Cornerstone Investment Partners, LLC | 5,992 | $458.7K | 0.02% | +1,357+29.3% | Added |
| Wedbush Securities Inc | 6,065 | $464.0K | 0.01% | +715+13.4% | Added |
| Fox Run Management, L.L.C. | 6,341 | $477.7K | 0.08% | +3,783+147.9% | Added |
| Quantinno Capital Management LP | 6,311 | $483.2K | 0.00% | +2,896+84.8% | Added |
| Manufacturers Life Insurance Company, The | 6,377 | $488.2K | 0.00% | −183−2.8% | Reduced |
| Brevan Howard Capital Management LP | 6,408 | $490.6K | 0.01% | −995−13.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 6,608 | $505.9K | 0.00% | +101+1.6% | Added |
| Thoroughbred Financial Services, LLC | 6,636 | $508.0K | 0.03% | +353+5.6% | Added |
| CWM Advisors, LLC | 6,783 | $519.3K | 0.03% | +2,304+51.4% | Added |
| Mount Yale Investment Advisors, LLC | 6,960 | $532.9K | 0.01% | +6,960 | New |
| Concurrent Investment Advisors, LLC | 7,280 | $557.4K | 0.01% | −3,091−29.8% | Reduced |
| Stifel Financial Corp | 7,290 | $558.1K | 0.00% | −470−6.1% | Reduced |
| Truvestments Capital LLC | 7,378 | $564.9K | 0.10% | +3,670+99.0% | Added |
| MetLife Investment Management | 7,693 | $589.0K | 0.00% | −65−0.8% | Reduced |
| Inspire Advisors, LLC | 7,694 | $589.1K | 0.05% | +941+13.9% | Added |
| Belpointe Asset Management LLC | 7,812 | $598.1K | 0.02% | +7,812 | New |
| Franklin Resources Inc | 8,380 | $641.6K | 0.00% | −2,204−20.8% | Reduced |
| Vanguard Global Advisers, LLC | 8,484 | $649.5K | 0.00% | +8,484 | New |
| IMC-Chicago, LLC | 8,857 | $678.1K | 0.01% | +8,857 | New |
| STRS Ohio | 9,000 | $689.0K | 0.00% | +1,600+21.6% | Added |
| Mercer Global Advisors Inc | 9,075 | $694.8K | 0.00% | −91,774−91.0% | Reduced |
| Annex Advisory Services, LLC | 9,134 | $699.3K | 0.01% | +9,134 | New |
| Ausbil Investment Management Ltd | 8,943 | $706.5K | 0.35% | +5,248+142.0% | Added |
| Gsa Capital Partners LLP | 9,509 | $728.0K | 0.05% | +9,509 | New |
| Stoneridge Investment Partners LLC | 9,799 | $750.0K | 0.54% | +5,061+106.8% | Added |
| Swiss Life Asset Management Ltd | 6,099 | $752.0K | 0.00% | +3,956+184.6% | Added |
| Vanguard Asset Management, Ltd | 10,064 | $770.5K | 0.00% | +10,064 | New |
| Teacher Retirement System of Texas | 10,387 | $795.2K | 0.00% | −7,135−40.7% | Reduced |
| J. Derek Lewis & Associates Inc. | 10,487 | $802.9K | 0.18% | −630−5.7% | Reduced |
| Renaissance Technologies LLC | 10,900 | $834.5K | 0.00% | −13,100−54.6% | Reduced |
| Engineers Gate Manager LP | 10,934 | $837.1K | 0.01% | +502+4.8% | Added |
| Susquehanna International Group, LLP | 11,273 | $863.1K | 0.00% | −4,066−26.5% | Reduced |
| XTX Topco Ltd | 11,388 | $871.9K | 0.02% | +11,388 | New |
| Integrated Quantitative Investments LLC | 11,938 | $914.0K | 0.17% | −6,739−36.1% | Reduced |
| State of Wisconsin Investment Board | 11,966 | $916.1K | 0.00% | +1,951+19.5% | Added |
| Arista Wealth Management, LLC | 12,117 | $927.7K | 0.11% | +12,117 | New |
| Sanctuary Advisors, LLC | 12,480 | $955.5K | 0.01% | +1,187+10.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 12,713 | $973.3K | 0.00% | +3,055+31.6% | Added |
| Federated Hermes, Inc. | 12,746 | $975.8K | 0.00% | −10−0.1% | Reduced |
| HSBC Holdings PLC | 12,965 | $983.2K | 0.00% | −3,475−21.1% | Reduced |
| Price T Rowe Associates Inc | 12,843 | $984.0K | 0.00% | +2,048+19.0% | Added |
| Kestra Private Wealth Services, LLC | 13,457 | $1.03M | 0.01% | +5,485+68.8% | Added |
| Legal & General Group Plc | 13,840 | $1.06M | 0.00% | +750+5.7% | Added |
| Navellier & Associates Inc | 14,300 | $1.09M | 0.11% | +1,391+10.8% | Added |
| Capital Fund Management S.A. | 14,356 | $1.10M | 0.01% | +14,356 | New |
| Wulff, Hansen & Co. | 15,389 | $1.18M | 1.20% | −2,116−12.1% | Reduced |
| Dark Forest Capital Management LP | 15,961 | $1.22M | 0.11% | +6,763+73.5% | Added |
| MML Investors Services, LLC | 16,260 | $1.24M | 0.00% | −3,986−19.7% | Reduced |
| OP Asset Management Ltd | 16,677 | $1.28M | 0.01% | +16,677 | New |
| Millennium Management LLC | 16,783 | $1.28M | 0.00% | −33,144−66.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 17,190 | $1.32M | 0.02% | +4,529+35.8% | Added |
| Rhumbline Advisers | 17,512 | $1.34M | 0.00% | −138−0.8% | Reduced |
| Stratos Wealth Partners, LTD. | 17,969 | $1.38M | 0.02% | −1,139−6.0% | Reduced |
| California State Teachers Retirement System | 18,008 | $1.38M | 0.00% | +4,097+29.5% | Added |
| Cetera Investment Advisers | 19,057 | $1.46M | 0.00% | −69−0.4% | Reduced |
| Invesco Ltd. | 20,673 | $1.58M | 0.00% | −30,984−60.0% | Reduced |
| Citigroup Inc | 20,740 | $1.59M | 0.00% | +7,174+52.9% | Added |
| De Lisle Partners LLP | 21,000 | $1.61M | 0.19% | +21,000 | New |
| Storebrand Asset Management AS | 21,058 | $1.61M | 0.00% | −4,609−18.0% | Reduced |
| UBS Asset Management Americas Inc | 21,543 | $1.65M | 0.00% | −1,412−6.2% | Reduced |
| LMG Wealth Partners, LLC | 22,376 | $1.71M | 0.31% | +2,350+11.7% | Added |
| Gotham Asset Management, LLC | 22,684 | $1.74M | 0.01% | −3,145−12.2% | Reduced |
| Advisor Group Holdings, Inc. | 23,293 | $1.78M | 0.00% | +7,532+47.8% | Added |
| Conestoga Capital Advisors, LLC | 23,667 | $1.81M | 0.04% | +3,255+15.9% | Added |
| LPL Financial LLC | 23,764 | $1.82M | 0.00% | +7,235+43.8% | Added |
| Whittier Trust Co | 23,657 | $1.87M | 0.02% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 24,938 | $1.91M | 0.00% | −3,179−11.3% | Reduced |
| Marshall Wace, LLP | 26,949 | $2.06M | 0.00% | −23,763−46.9% | Reduced |
| BNP Paribas Arbitrage, SA | 27,546 | $2.11M | 0.00% | +1,878+7.3% | Added |
| Alps Advisors Inc | 28,211 | $2.16M | 0.01% | +3,201+12.8% | Added |
| Swiss National Bank | 29,200 | $2.24M | 0.00% | +300+1.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 29,205 | $2.24M | 0.01% | −14,824−33.7% | Reduced |
| Rice Hall James & Associates, LLC | 29,212 | $2.24M | 0.12% | +547+1.9% | Added |
| SEI Investments Co | 29,296 | $2.24M | 0.00% | +6,782+30.1% | Added |
| Envestnet Asset Management Inc | 29,734 | $2.28M | 0.00% | +6,354+27.2% | Added |
| Raymond James Financial Inc | 30,264 | $2.32M | 0.00% | +8,416+38.5% | Added |
| G2 Investment Partners Management LLC | 31,000 | $2.37M | 0.58% | +31,000 | New |
| Legato Capital Management LLC | 31,187 | $2.39M | 0.22% | +1,811+6.2% | Added |
| Citadel Advisors LLC | 31,579 | $2.42M | 0.00% | −44,979−58.8% | Reduced |
| JPMorgan Chase & Co | 32,590 | $2.46M | 0.00% | +2,151+7.1% | Added |
| Principal Financial Group Inc | 35,914 | $2.75M | 0.00% | +16,812+88.0% | Added |
| Bank of America Corp | 36,230 | $2.77M | 0.00% | −5,263−12.7% | Reduced |
| American Century Companies Inc | 36,714 | $2.81M | 0.00% | −671−1.8% | Reduced |
| Barclays PLC | 39,285 | $3.01M | 0.00% | +228+0.6% | Added |
| Victory Capital Management Inc | 39,330 | $3.01M | 0.00% | −1,047−2.6% | Reduced |
| Boothbay Fund Management, LLC | 39,480 | $3.02M | 0.07% | +23,714+150.4% | Added |