WKHS · Workhorse Group Inc.

$3.07 -0.10 (-3.15%) At close · Aug 28

Market Cap

$33.55M

10.93M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 64

Total Value: $1,472,272

Total Shares: 479,574

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 64 13F filers · Δ vs Mar 31, 2026

Top Holder

62.8%

+23.2 pts

Top 5

94.8%

+1.9 pts

Top 10

99.9%

+0.0 pts

HHI

4,226

Highly concentrated+1,721

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -4

Institutional value: +128.9%

Shares held: +125.2%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega VANGUARD CAPITAL MANAGEMENT LLC	+216,823	301,233
Mega VANGUARD FIDUCIARY TRUST CO	+16,723	28,342
Mega BlackRock, Inc.	+15,384	47,618
Mega UBS Group AG	+1,455	1,471
Small MCF Advisors LLC	+84	85

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega GEODE CAPITAL MANAGEMENT, LLC	−4,530	46,204
Mega JPMORGAN CHASE & CO	−16	2
Large OSAIC HOLDINGS, INC.	−5	38
Mega FMR LLC	−4	0
Large JONES FINANCIAL COMPANIES LLLP	−3	19

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid J. Safra Sarasin Holding AG	31,436	$96,508
Mega NORTHERN TRUST CORP	11,760	$36,103
Large HRT FINANCIAL LP	10,550	$32,388
Mid Tower Research Capital LLC (TRC)	357	$1,095
Small Caitong International Asset Management Co., Ltd	44	$135

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega MILLENNIUM MANAGEMENT LLC	18,814	$56,818
Mid XTX Topco Ltd	10,685	$32,268
Micro Cygnus Capital Advisors, LLC	4,001	$12,082
Large CWM, LLC	6	$18
Large MAI Capital Management	4	$12

Filter: New 11 Increased 10 Reduced 11 Sold out 15 Unchanged 32

Showing 64 of 64

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

VANGUARD CAPITAL MANAGEMENT LLC

$924,785

62.81%

301,233

BlackRock, Inc.

$146,185

9.93%

47,618

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Investment Management, LLC	1,048	$3,217	2.2%	Sole
BlackRock Fund Advisors	14,899	$45,739	31.3%	Sole
BlackRock Institutional Trust Company, N.A.	31,669	$97,223	66.5%	Sole
Aperio Group, LLC	2	$6	0.0%	Sole

GEODE CAPITAL MANAGEMENT, LLC

$141,845

9.63%

46,204

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	7,183	$22,051	15.5%	Defined
Held directly	39,021	$119,794	84.5%	Defined

J. Safra Sarasin Holding AG

$96,508

6.56%

31,436

VANGUARD FIDUCIARY TRUST CO

$87,009

5.91%

28,342

NORTHERN TRUST CORP

$36,103

2.45%

11,760

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	11,760	$36,103	100.0%	Defined

HRT FINANCIAL LP

$32,388

2.20%

10,550

UBS Group AG

$4,515

0.31%

1,471

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	8	$24	0.5%	Defined
UBS AG	1,462	$4,488	99.4%	Defined
UBS Switzerland AG	1	$3	0.1%	Defined

Tower Research Capital LLC (TRC)

$1,095

0.07%

357

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	357	$1,095	100.0%	Defined

GROUP ONE TRADING LLC

$432

0.03%

141

MORGAN STANLEY

$388

0.03%

127

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY CAPITAL SERVICES, LLC	98	$300	77.3%	Defined
MORGAN STANLEY SMITH BARNEY LLC	28	$85	21.9%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	1	$3	0.8%	Defined

MCF Advisors LLC

$260

0.02%

Caitong International Asset Management Co., Ltd

$135

0.01%

OSAIC HOLDINGS, INC.

$116

0.01%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	37	$113	97.4%	Defined
Osaic Advisory Services, LLC	1	$3	2.6%	Defined

WELLS FARGO & COMPANY/MN

$82

0.01%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	5	$15	18.3%	Defined
WELLS FARGO CLEARING SERVICES, LLC	22	$67	81.7%	Defined

JONES FINANCIAL COMPANIES LLLP

$58

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	19	$58	100.0%	Sole

Vanguard Global Advisers, LLC

$55

0.00%

SBI Securities Co., Ltd.

$55

0.00%

TD Waterhouse Canada Inc.

$21

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TORONTO DOMINION BANK	7	$21	100.0%	Defined

Allworth Financial LP

$15

0.00%

Federation des caisses Desjardins du Quebec

$15

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Desjardins Securities inc.	4	$12	80.0%	Defined
Held directly	1	$3	20.0%	Defined

Blue Trust, Inc.

$15

0.00%

Rockefeller Capital Management L.P.

$12

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	4	$12	100.0%	Defined

Integrated Wealth Concepts LLC

$12

0.00%

Steward Partners Investment Advisory, LLC

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

0.00%

IFP Advisors, Inc

0.00%

NATIONAL BANK OF CANADA /FI/

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
National Bank Financial Inc.	3	$9	100.0%	Defined

Farther Finance Advisors, LLC

0.00%

TD Capital Management LLC

0.00%

NFSG Corp

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

0.00%

Activest Wealth Management

0.00%

CoreCap Advisors, LLC

0.00%

HARBOUR INVESTMENTS, INC.

0.00%

JPMORGAN CHASE & CO

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Securities LLC	1	$3	50.0%	Defined
J.P. Morgan Securities plc	1	$3	50.0%	Defined

US BANCORP \DE\

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	1	$3	100.0%	Defined

BEACON INVESTMENT ADVISORY SERVICES, INC.

0.00%

Medallion Wealth Advisors, LLC

0.00%

Vermillion Wealth Management, Inc.

0.00%

NewEdge Advisors, LLC

0.00%

Clean Yield Group

0.00%

VALLEY NATIONAL ADVISERS INC

0.00%

Ameritas Advisory Services, LLC

0.00%

Main Street Group, LTD

0.00%

Smartleaf Asset Management LLC

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

0.00%

Wilmington Savings Fund Society, FSB

0.00%

Investors Research Corp

0.00%

SALEM INVESTMENT COUNSELORS INC

0.00%

EverSource Wealth Advisors, LLC

0.00%

JNBA Financial Advisors

0.00%

Acumen Wealth Advisors, LLC

0.00%

ATWOOD & PALMER INC

0.00%

Parallel Advisors, LLC

0.00%

Indiana Trust & Investment Management Co

0.00%

SIGNATUREFD, LLC

0.00%

Lodestone Wealth Management LLC

0.00%

Investors Portfolio Services LLC

0.00%

Harborfront Financial Group LLC

0.00%

Global Retirement Partners, LLC

0.00%

BARCLAYS PLC

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	1	$3	100.0%	Defined

Clearstead Advisors, LLC

0.00%

FMR LLC

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STRATEGIC ADVISERS LLC	0	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	10,685	$32,268	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Parkside Financial Bank & Trust	1	$3	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	1	$3	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	1	$3	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Advisory Alpha, LLC	1	$3	100.0%	Sole

Key facts CIK 1425287 CUSIP 98138J503 13F (30d) 43 filings 43 filers Visit website Investor relations