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 |
|---|---|---|---|---|---|
| Walleye Capital LLC | 11,410 | $902.5K | 0.00% | +11,410 | New |
| J. Derek Lewis & Associates Inc. | 10,487 | $829.5K | 0.16% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 10,250 | $810.8K | 0.00% | +7,000+215.4% | Added |
| Vanguard Asset Management, Ltd | 10,064 | $796.1K | 0.00% | 00.0% | Unchanged |
| Navellier & Associates Inc | 9,919 | $784.6K | 0.06% | −4,381−30.6% | Reduced |
| Dark Forest Capital Management LP | 9,825 | $777.2K | 0.05% | −6,136−38.4% | Reduced |
| Mercer Global Advisors Inc | 9,547 | $755.2K | 0.00% | +472+5.2% | Added |
| Twinbeech Capital LP | 9,100 | $719.8K | 0.13% | +5,114+128.3% | Added |
| MetLife Investment Management | 8,908 | $704.6K | 0.00% | +1,215+15.8% | Added |
| CWM Advisors, LLC | 8,794 | $695.6K | 0.03% | +2,011+29.6% | Added |
| Franklin Resources Inc | 8,644 | $683.7K | 0.00% | +264+3.2% | Added |
| Virtu Financial LLC | 8,576 | $678.0K | 0.02% | +8,576 | New |
| Truvestments Capital LLC | 8,112 | $641.7K | 0.10% | +734+9.9% | Added |
| SG Americas Securities, LLC | 8,092 | $640.0K | 0.00% | +8,092 | New |
| Vanguard Global Advisers, LLC | 8,091 | $640.0K | 0.00% | −393−4.6% | Reduced |
| Concurrent Investment Advisors, LLC | 7,905 | $625.3K | 0.01% | +625+8.6% | Added |
| Pure Financial Advisors, Inc. | 7,860 | $621.7K | 0.01% | +7,860 | New |
| Toroso Investments, LLC | 7,776 | $615.1K | 0.00% | +7,776 | New |
| Diversified Trust Co | 7,518 | $594.7K | 0.01% | +2,866+61.6% | Added |
| Mount Yale Investment Advisors, LLC | 6,948 | $549.6K | 0.01% | −12−0.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 6,723 | $531.8K | 0.00% | +115+1.7% | Added |
| AdvisorShares Investments LLC | 6,623 | $523.9K | 0.06% | +2,890+77.4% | Added |
| Voya Investment Management LLC | 6,621 | $523.7K | 0.00% | +2,265+52.0% | Added |
| Quantinno Capital Management LP | 6,604 | $522.4K | 0.00% | +293+4.6% | Added |
| Falcon Wealth Planning | 6,580 | $520.5K | 0.03% | +6,580 | New |
| Truist Financial Corp | 5,321 | $517.3K | 0.00% | +1,596+42.8% | Added |
| Vident Advisory, LLC | 6,390 | $505.4K | 0.00% | +2,831+79.5% | Added |
| Manufacturers Life Insurance Company, The | 6,299 | $498.3K | 0.00% | −78−1.2% | Reduced |
| Arista Wealth Management, LLC | 6,214 | $491.5K | 0.05% | −5,903−48.7% | Reduced |
| Jupiter Topco LLC | 5,961 | $471.3K | 0.00% | +5,961 | New |
| Kings Path Partners LLC | 5,910 | $467.5K | 0.12% | +3,050+106.6% | Added |
| Gsa Capital Partners LLP | 5,838 | $462.0K | 0.03% | −3,671−38.6% | Reduced |
| Private Advisor Group, LLC | 5,740 | $454.0K | 0.00% | +496+9.5% | Added |
| Cornerstone Investment Partners, LLC | 5,718 | $452.3K | 0.02% | −274−4.6% | Reduced |
| New York State Common Retirement Fund | 5,704 | $451.2K | 0.00% | +1,300+29.5% | Added |
| State of Alaska, Department of Revenue | 5,703 | $450.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 5,540 | $438.2K | 0.00% | −1,750−24.0% | Reduced |
| XTX Topco Ltd | 5,073 | $401.3K | 0.01% | −6,315−55.5% | Reduced |
| Millennium Management LLC | 4,936 | $390.4K | 0.00% | −11,847−70.6% | Reduced |
| Aviva PLC | 4,887 | $386.6K | 0.00% | +4,887 | New |
| GK Wealth Management LLC | 4,842 | $383.0K | 0.23% | +4,842 | New |
| WealthTrust Axiom LLC | 4,695 | $371.4K | 0.08% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 4,425 | $350.0K | 0.00% | +555+14.3% | Added |
| Kassira Wealth Management LLC | 4,422 | $349.8K | 0.28% | +38+0.9% | Added |
| IMC-Chicago, LLC | 4,351 | $344.2K | 0.00% | −4,506−50.9% | Reduced |
| Collaborative Fund Advisors, LLC | 4,343 | $343.5K | 0.20% | +4,343 | New |
| Teacher Retirement System of Texas | 4,303 | $340.4K | 0.00% | −6,084−58.6% | Reduced |
| Creative Planning | 4,256 | $336.6K | 0.00% | −73−1.7% | Reduced |
| Intech Investment Management LLC | 4,230 | $334.6K | 0.00% | −89−2.1% | Reduced |
| Marshall Wace, LLP | 4,215 | $333.4K | 0.00% | −22,734−84.4% | Reduced |
| Mariner, LLC | 4,154 | $328.6K | 0.00% | −613−12.9% | Reduced |
| Arizona State Retirement System | 3,981 | $314.9K | 0.00% | −70−1.7% | Reduced |
| Verus Capital Partners, LLC | 3,975 | $314.4K | 0.02% | +3,975 | New |
| Concentric Capital Strategies, LP | 3,884 | $307.2K | 0.02% | +3,884 | New |
| Jamison Private Wealth Management, Inc. | 3,838 | $303.6K | 0.03% | +3,838 | New |
| Independent Advisor Alliance | 3,809 | $301.3K | 0.01% | −955−20.0% | Reduced |
| Vanguard Investments Australia, Ltd. | 3,710 | $293.5K | 0.00% | 00.0% | Unchanged |
| Amundi | 3,603 | $285.0K | 0.00% | −758−17.4% | Reduced |
| PDT Partners, LLC | 3,549 | $280.7K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 3,487 | $275.8K | 0.00% | −9,970−74.1% | Reduced |
| State Board of Administration of Florida Retirement System | 3,485 | $275.7K | 0.00% | 00.0% | Unchanged |
| 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 |
| Belpointe Asset Management LLC | 3,394 | $268.5K | 0.01% | −4,418−56.6% | Reduced |
| KLP Kapitalforvaltning AS | 3,300 | $261.0K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 3,266 | $258.3K | 0.00% | −3,142−49.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 3,242 | $256.4K | 0.01% | +3,242 | New |
| Fifth Third Bancorp | 3,229 | $255.4K | 0.00% | +529+19.6% | Added |
| Principal Securities, Inc. | 3,179 | $251.5K | 0.00% | +512+19.2% | Added |
| Wedbush Fund Advisers, LLC | 2,921 | $231.1K | 0.02% | +2,921 | New |
| SEB Asset Management AB | 2,902 | $229.5K | 0.00% | +2,902 | New |
| Blair William & Co | 2,883 | $228.0K | 0.00% | −1,667−36.6% | Reduced |
| 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 |
| Two Sigma Securities, LLC | 2,751 | $217.6K | 0.02% | +2,751 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,749 | $217.4K | 0.00% | −1,503−35.3% | Reduced |
| Lighthouse Investment Partners, LLC | 2,710 | $214.4K | 0.01% | +2,710 | New |
| Stratos Wealth Partners, LTD. | 2,698 | $213.4K | 0.00% | −15,271−85.0% | Reduced |
| Revisor Wealth Management LLC | 2,548 | $201.5K | 0.05% | −918−26.5% | Reduced |
| Avanza Fonder AB | 2,456 | $194.3K | 0.00% | +1,894+337.0% | Added |
| Kemnay Advisory Services Inc. | 1,890 | $149.5K | 0.02% | +1,890 | New |
| Mitsubishi UFJ Trust & Banking Corp | 1,540 | $121.8K | 0.00% | +1,540 | New |
| Rockefeller Capital Management L.P. | 1,474 | $116.6K | 0.00% | +466+46.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,384 | $109.5K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,331 | $105.3K | 0.00% | +170+14.6% | Added |
| New York State Teachers Retirement System | 1,263 | $100.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,245 | $98.0K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,233 | $97.5K | 0.01% | +322+35.3% | Added |
| SRS Capital Advisors, Inc. | 1,161 | $91.8K | 0.00% | +1,119+2,664.3% | Added |
| FMR LLC | 1,143 | $90.4K | 0.00% | +85+8.0% | Added |
| Tower Research Capital LLC (TRC) | 944 | $74.7K | 0.00% | −195−17.1% | Reduced |
| Vestcor Inc | 921 | $73.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 868 | $68.0K | 0.00% | −1,715−66.4% | Reduced |
| International Assets Investment Management, LLC | 865 | $67.5K | 0.00% | +102+13.4% | Added |
| Steward Partners Investment Advisory, LLC | 819 | $64.8K | 0.00% | +819 | New |
| State of Wyoming | 790 | $62.5K | 0.01% | +70+9.7% | Added |
| Farther Finance Advisors, LLC | 688 | $54.4K | 0.00% | +38+5.8% | Added |
| KBC Group NV | 667 | $53.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 500 | $39.5K | 0.00% | −910−64.5% | Reduced |
| Nisa Investment Advisors, LLC | 499 | $39.5K | 0.00% | −50−9.1% | Reduced |