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 2026
Institutional positions in Willdan Group, Inc. as of Jun 30, 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
- 245
- −7 vs. Q1 2026
- Shares held
- 13.5M
- +2.11M (+18.5%) vs. Q1 2026
- Total value
- $1.07B
- +$193.4M (+22.1%) vs. Q1 2026
- New holders
- 42
- 95 more added
- Sold out
- 49
- 80 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Willdan Group, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hughes Financial Services, LLC | 1 | $79 | 0.00% | +1 | New |
| North Star Investment Management Corp. | 2 | $158 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2 | $158 | 0.00% | +2 | New |
| Keating Financial Advisory Services, Inc. | 2 | $158 | 0.00% | +2 | New |
| Clearstead Advisors, LLC | 3 | $239 | 0.00% | +2+200.0% | Added |
| Harbour Investments, Inc. | 3 | $247 | 0.00% | +3 | New |
| Leonteq Securities AG | 4 | $316 | 0.00% | −378−99.0% | Reduced |
| National Bank of Canada | 4 | $316 | 0.00% | +4 | New |
| TD Private Client Wealth LLC | 7 | $554 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $554 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $555 | 0.00% | +1+16.7% | Added |
| TD Waterhouse Canada Inc. | 11 | $858 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 12 | $949 | 0.00% | +12 | New |
| Cullen/Frost Bankers, Inc. | 16 | $1.27K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 18 | $1.42K | 0.00% | +18 | New |
| Global Retirement Partners, LLC | 21 | $1.66K | 0.00% | +21 | New |
| Parallel Advisors, LLC | 24 | $1.90K | 0.00% | +1+4.3% | Added |
| Rothschild Investment LLC | 28 | $2.21K | 0.00% | +13+86.7% | Added |
| IFP Advisors, Inc | 39 | $3.08K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 39 | $3.08K | 0.00% | +1+2.6% | Added |
| Colonial Trust Co | 39 | $3.12K | 0.00% | +5+14.7% | Added |
| Cypress Capital Management LLC (WY) | 50 | $3.96K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 60 | $4.75K | 0.00% | +60 | New |
| The PNC Financial Services Group, Inc. | 61 | $4.83K | 0.00% | +59+2,950.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 65 | $5.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 66 | $5.22K | 0.00% | −30−31.3% | Reduced |
| Accent Capital Management, LLC | 76 | $6.01K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 82 | $6.49K | 0.00% | −103−55.7% | Reduced |
| Founders Capital Management | 100 | $7.91K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 103 | $8.15K | 0.00% | +88+586.7% | Added |
| GAMMA Investing LLC | 117 | $9.26K | 0.00% | −47−28.7% | Reduced |
| Sterling Capital Management LLC | 122 | $9.65K | 0.00% | −88−41.9% | Reduced |
| SBI Securities Co., Ltd. | 124 | $9.81K | 0.00% | −151−54.9% | Reduced |
| Triumph Capital Management | 125 | $9.89K | 0.00% | −114−47.7% | Reduced |
| Allworth Financial LP | 129 | $10.2K | 0.00% | +79+158.0% | Added |
| Larson Financial Group LLC | 138 | $10.9K | 0.00% | +88+176.0% | Added |
| Covestor Ltd | 142 | $11.0K | 0.01% | +4+2.9% | Added |
| Nykredit A/S | 167 | $13.2K | 0.00% | +167 | New |
| MCF Advisors LLC | 173 | $13.7K | 0.00% | +173 | New |
| Ares Financial Consulting, LLC | 200 | $15.8K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 225 | $17.8K | 0.00% | +225 | New |
| EverSource Wealth Advisors, LLC | 241 | $19.1K | 0.00% | +36+17.6% | Added |
| Versant Capital Management, Inc | 249 | $19.7K | 0.00% | +72+40.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 324 | $25.6K | 0.00% | −10−3.0% | Reduced |
| Signature Equity Partners, LLC | 477 | $37.7K | 0.02% | +32+7.2% | Added |
| Nisa Investment Advisors, LLC | 499 | $39.5K | 0.00% | −50−9.1% | Reduced |
| GWM Advisors LLC | 500 | $39.5K | 0.00% | −910−64.5% | Reduced |
| KBC Group NV | 667 | $53.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 688 | $54.4K | 0.00% | +38+5.8% | Added |
| State of Wyoming | 790 | $62.5K | 0.01% | +70+9.7% | Added |
| Steward Partners Investment Advisory, LLC | 819 | $64.8K | 0.00% | +819 | New |
| International Assets Investment Management, LLC | 865 | $67.5K | 0.00% | +102+13.4% | Added |
| Royal Bank of Canada | 868 | $68.0K | 0.00% | −1,715−66.4% | Reduced |
| Vestcor Inc | 921 | $73.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 944 | $74.7K | 0.00% | −195−17.1% | Reduced |
| FMR LLC | 1,143 | $90.4K | 0.00% | +85+8.0% | Added |
| SRS Capital Advisors, Inc. | 1,161 | $91.8K | 0.00% | +1,119+2,664.3% | Added |
| Transamerica Financial Advisors, Inc. | 1,233 | $97.5K | 0.01% | +322+35.3% | Added |
| Great West Life Assurance Co | 1,245 | $98.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 1,263 | $100.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,331 | $105.3K | 0.00% | +170+14.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,384 | $109.5K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,474 | $116.6K | 0.00% | +466+46.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,540 | $121.8K | 0.00% | +1,540 | New |
| Kemnay Advisory Services Inc. | 1,890 | $149.5K | 0.02% | +1,890 | New |
| Avanza Fonder AB | 2,456 | $194.3K | 0.00% | +1,894+337.0% | Added |
| Revisor Wealth Management LLC | 2,548 | $201.5K | 0.05% | −918−26.5% | Reduced |
| Stratos Wealth Partners, LTD. | 2,698 | $213.4K | 0.00% | −15,271−85.0% | Reduced |
| Lighthouse Investment Partners, LLC | 2,710 | $214.4K | 0.01% | +2,710 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,749 | $217.4K | 0.00% | −1,503−35.3% | Reduced |
| Two Sigma Securities, LLC | 2,751 | $217.6K | 0.02% | +2,751 | New |
| STRS Ohio | 2,800 | $221.5K | 0.00% | −6,200−68.9% | Reduced |
| Wimmer Associates 1, LLC | 2,800 | $221.5K | 0.10% | 00.0% | Unchanged |
| Blair William & Co | 2,883 | $228.0K | 0.00% | −1,667−36.6% | Reduced |
| SEB Asset Management AB | 2,902 | $229.5K | 0.00% | +2,902 | New |
| Wedbush Fund Advisers, LLC | 2,921 | $231.1K | 0.02% | +2,921 | New |
| Principal Securities, Inc. | 3,179 | $251.5K | 0.00% | +512+19.2% | Added |
| Fifth Third Bancorp | 3,229 | $255.4K | 0.00% | +529+19.6% | Added |
| Campbell & CO Investment Adviser LLC | 3,242 | $256.4K | 0.01% | +3,242 | New |
| Brevan Howard Capital Management LP | 3,266 | $258.3K | 0.00% | −3,142−49.0% | Reduced |
| KLP Kapitalforvaltning AS | 3,300 | $261.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,394 | $268.5K | 0.01% | −4,418−56.6% | Reduced |
| Integrated Quantitative Investments LLC | 3,412 | $269.9K | 0.04% | −8,526−71.4% | Reduced |
| Argent Capital Management LLC | 3,412 | $269.9K | 0.01% | −2,424−41.5% | Reduced |
| State Board of Administration of Florida Retirement System | 3,485 | $275.7K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 3,487 | $275.8K | 0.00% | −9,970−74.1% | Reduced |
| PDT Partners, LLC | 3,549 | $280.7K | 0.01% | 00.0% | Unchanged |
| Amundi | 3,603 | $285.0K | 0.00% | −758−17.4% | Reduced |
| Vanguard Investments Australia, Ltd. | 3,710 | $293.5K | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 3,809 | $301.3K | 0.01% | −955−20.0% | Reduced |
| Jamison Private Wealth Management, Inc. | 3,838 | $303.6K | 0.03% | +3,838 | New |
| Concentric Capital Strategies, LP | 3,884 | $307.2K | 0.02% | +3,884 | New |
| Verus Capital Partners, LLC | 3,975 | $314.4K | 0.02% | +3,975 | New |
| Arizona State Retirement System | 3,981 | $314.9K | 0.00% | −70−1.7% | Reduced |
| Mariner, LLC | 4,154 | $328.6K | 0.00% | −613−12.9% | Reduced |
| Marshall Wace, LLP | 4,215 | $333.4K | 0.00% | −22,734−84.4% | Reduced |
| Intech Investment Management LLC | 4,230 | $334.6K | 0.00% | −89−2.1% | Reduced |
| Creative Planning | 4,256 | $336.6K | 0.00% | −73−1.7% | Reduced |
| Teacher Retirement System of Texas | 4,303 | $340.4K | 0.00% | −6,084−58.6% | Reduced |
| Collaborative Fund Advisors, LLC | 4,343 | $343.5K | 0.20% | +4,343 | New |