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Willdan Group (WLDN) Institutional Ownership

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$71.31 -0.77 (-1.07%)
As of 07/13/2026 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for Willdan Group (NASDAQ:WLDN)

Current
Institutional Ownership
Percentage
72.29%
Number of
Institutional Buyers
(last 12 months)
203
Total
Institutional Inflows
(last 12 months)
$358.98M
Number of
Institutional Sellers
(last 12 months)
102
Total
Institutional Outflows
(last 12 months)
$261.41M
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WLDN Institutional Buying and Selling by Quarter

Willdan Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Wasatch Advisors LP287,054$22.71M0.1%-24.8%1.900%
7/10/2026 Handelsbanken Fonder AB191,532$15.15M0.0%+34.3%1.268%
7/9/2026 Arista Wealth Management LLC6,214$492K0.1%-48.7%0.041%
7/7/2026 GK Wealth Management LLC4,842$383K0.2%N/A0.032%
6/3/2026NewEdge Advisors LLC1,410$108K0.0%+182.0%0.009%
5/21/2026Argent Capital Management LLC5,836$447K0.0%N/A0.039%
5/21/2026J. Derek Lewis & Associates Inc.10,487$803K0.2%-5.7%0.069%
5/19/2026McIlrath & Eck LLC1,403$107K0.0%-13.9%0.009%
5/19/2026Bank of America Corp DE36,230$2.77M0.0%-12.7%0.240%
5/19/2026Janus Henderson Group PLC5,961$456K0.0%-79.0%0.039%
5/18/2026Amundi4,361$334K0.0%+50.7%0.029%
5/18/2026California State Teachers Retirement System18,008$1.38M0.0%+29.5%0.119%
5/18/2026Ranger Investment Management L.P.46,435$3.56M0.3%N/A0.307%
5/16/2026The Manufacturers Life Insurance Company 6,377$488K0.0%-2.8%0.042%
5/16/2026Quantinno Capital Management LP6,311$483K0.0%+84.8%0.042%
5/15/2026Rice Hall James & Associates LLC29,212$2.24M0.1%+1.9%0.193%
5/14/2026Renaissance Technologies LLC10,900$835K0.0%-54.6%0.072%
5/14/2026Inceptionr LLC3,082$236K0.1%N/A0.020%
5/14/2026Sei Investments Co.29,296$2.24M0.0%+30.1%0.194%
5/14/2026State of Wyoming720$55K0.0%+104.0%0.005%
5/13/2026First Trust Advisors LP286,858$21.96M0.0%+20.7%1.898%
5/7/2026Dimensional Fund Advisors LP308,947$23.65M0.0%+7.5%2.064%
5/7/2026Swiss National Bank29,200$2.24M0.0%+1.0%0.195%
5/6/2026Allspring Global Investments Holdings LLC216,429$17.10M0.0%+21.0%1.446%
5/5/2026Bank of New York Mellon Corp60,240$4.61M0.0%-6.5%0.402%
5/5/2026Sanctuary Advisors LLC12,480$955K0.0%+10.5%0.083%
5/4/2026Principal Financial Group Inc.35,914$2.75M0.0%+88.0%0.240%
5/2/2026International Assets Investment Management LLC763$60K0.0%+67.0%0.005%
5/1/2026Fifth Third Bancorp2,700$207K0.0%N/A0.018%
5/1/2026Sequoia Financial Advisors LLC2,739$210K0.0%N/A0.018%
5/1/2026Kornitzer Capital Management Inc. KS69,068$5.29M0.1%-2.7%0.461%
4/30/2026Hsbc Holdings PLC12,965$983K0.0%-21.1%0.087%
4/29/2026Cvfg LLC44,550$3.41M0.4%N/A0.298%
4/29/2026Swedbank AB236,700$18.12M0.0%+35.4%1.581%
4/28/2026AdvisorShares Investments LLC3,733$286K0.1%+91.1%0.025%
4/28/2026Revisor Wealth Management LLC3,466$265K0.1%+96.9%0.023%
4/27/2026Private Advisor Group LLC5,244$401K0.0%+20.1%0.036%
4/27/2026Y Intercept Hong Kong Ltd17,190$1.32M0.0%+35.8%0.117%
4/27/2026Leonteq Securities AG382$29K0.0%N/A0.003%
4/27/2026Elevation Point Wealth Partners LLC6,960$533K0.0%N/A0.047%
ALT SL: New Patent Reveals Elon Musk’s Next Breakthrough: M.A.G.I. (Ad)

Jeff Brown and Marc Chaikin - two investors who spotted Nvidia a decade ago - are now pointing to Elon Musk's latest AI patent as the catalyst behind their next major call. They say a market pattern with a 100% historical track record is converging with this new breakthrough by end of month. The last time conditions aligned like this, investors had the chance to turn $10,000 into as much as $350,000 in roughly 12 months. Brown and Chaikin have released the full details for investors who want to get ahead of it.tc pixel

See Jeff Brown and Marc Chaikin's full analysis and next steps here
4/25/2026Strs Ohio9,000$689K0.0%+21.6%0.061%
4/24/2026Conestoga Capital Advisors LLC23,667$1.81M0.0%+15.9%0.160%
4/23/2026Inspire Investing LLC6,783$519K0.0%+51.4%0.046%
4/22/2026Janney Montgomery Scott LLC54,011$4.14M0.0%-20.8%0.366%
4/21/2026 Wasatch Advisors LP381,581$29.21M0.2%+45.9%2.587%
4/20/2026Kestra Private Wealth Services LLC13,457$1.03M0.0%+68.8%0.091%
4/20/2026OP Asset Management Ltd16,677$1.28M0.0%N/A0.113%
4/17/2026LMG Wealth Partners LLC22,376$1.71M0.3%+11.7%0.152%
4/16/2026Diversified Trust Co4,652$356K0.0%+8.0%0.032%
3/23/2026J. Derek Lewis & Associates Inc.11,117$1.15M0.3%N/A0.075%
3/4/2026Pure Financial Advisors LLC4,645$482K0.0%N/A0.031%
2/20/2026Sunbelt Securities Inc.800$83K0.0%N/A0.005%
2/19/2026Invesco Ltd.51,657$5.36M0.0%+93.0%0.350%
2/18/2026Mercer Global Advisors Inc. ADV100,849$10.45M0.0%+0.1%0.684%
2/18/2026Valiant Capital Management L.P.152,531$15.81M0.9%-4.8%1.034%
2/18/2026Tudor Investment Corp ET AL88,582$9.18M0.0%-0.5%0.601%
2/18/2026Millennium Management LLC49,927$5.18M0.0%-64.2%0.338%
2/18/2026Man Group plc34,677$3.60M0.0%+108.6%0.235%
2/18/2026Inspire Investing LLC4,479$464K0.0%-5.5%0.030%
2/18/2026Janus Henderson Group PLC28,360$2.94M0.0%-69.2%0.192%
2/18/2026Gotham Asset Management LLC25,829$2.68M0.0%-26.1%0.175%
2/18/2026Engineers Gate Manager LP10,432$1.08M0.0%-55.1%0.071%
2/18/2026Balyasny Asset Management L.P.4,327$449K0.0%-26.3%0.029%
2/18/2026Boothbay Fund Management LLC15,766$1.63M0.0%+36.6%0.107%
2/17/2026PDT Partners LLC3,549$368K0.0%N/A0.024%
2/17/2026AQR Capital Management LLC40,184$4.17M0.0%-33.7%0.272%
2/17/2026EFG International AG41,928$4.34M0.1%N/A0.284%
2/17/2026Cetera Investment Advisers19,126$1.98M0.0%-10.6%0.130%
2/17/2026Lazard Asset Management LLC2,533$263K0.0%-96.4%0.017%
2/17/2026Jain Global LLC5,720$593K0.0%N/A0.039%
2/17/2026Trexquant Investment LP90,306$9.36M0.1%-51.9%0.612%
2/17/2026Amundi2,893$300K0.0%N/A0.020%
2/17/2026Jump Financial LLC11,530$1.20M0.0%-83.1%0.078%
2/17/2026Price T Rowe Associates Inc. MD10,795$1.12M0.0%+7.3%0.073%
2/17/2026Osaic Holdings Inc.15,761$1.63M0.0%+2.2%0.107%
2/17/2026California State Teachers Retirement System13,911$1.44M0.0%+7.5%0.094%
2/17/2026Russell Investments Group Ltd.63,664$6.60M0.0%+4.8%0.432%
2/17/2026State of Wisconsin Investment Board10,015$1.04M0.0%-16.5%0.068%
2/17/2026Kemnay Advisory Services Inc.1,324$137K0.0%N/A0.009%
2/17/2026Royal Bank of Canada2,673$278K0.0%+72.1%0.018%
2/17/2026Blair William & Co. IL3,250$337K0.0%N/A0.022%
2/17/2026Militia Capital Partners LP17,000$1.76M0.7%+13.3%0.115%
2/17/2026Rice Hall James & Associates LLC28,665$2.97M0.2%+8.8%0.194%
2/16/2026Squarepoint Ops LLC28,117$2.92M0.0%-29.7%0.191%
2/16/2026Truvestments Capital LLC3,708$384K0.1%+3.0%0.025%
2/16/2026Verition Fund Management LLC9,885$1.03M0.0%+19.4%0.067%
2/16/2026Panagora Asset Management Inc.61,154$6.34M0.0%+5.9%0.415%
2/16/2026MML Investors Services LLC20,246$2.10M0.0%-12.0%0.137%
2/16/2026Mariner LLC6,062$629K0.0%+2.0%0.041%
2/16/2026Kennedy Capital Management LLC82,820$8.59M0.2%-0.4%0.561%
ALT SL: New Patent Reveals Elon Musk’s Next Breakthrough: M.A.G.I. (Ad)

Jeff Brown and Marc Chaikin - two investors who spotted Nvidia a decade ago - are now pointing to Elon Musk's latest AI patent as the catalyst behind their next major call. They say a market pattern with a 100% historical track record is converging with this new breakthrough by end of month. The last time conditions aligned like this, investors had the chance to turn $10,000 into as much as $350,000 in roughly 12 months. Brown and Chaikin have released the full details for investors who want to get ahead of it.tc pixel

See Jeff Brown and Marc Chaikin's full analysis and next steps here
2/16/2026Barclays PLC39,057$4.05M0.0%+30.7%0.265%
2/16/2026Bard Associates Inc.73,367$7.61M2.0%-1.5%0.497%
2/16/2026Aigen Investment Management LP3,786$392K0.1%N/A0.026%
2/13/2026Kestra Advisory Services LLC1,471$152K0.0%N/A0.010%
2/13/2026Transamerica Financial Advisors LLC364$38K0.0%+203.3%0.002%
2/13/2026Marshall Wace LLP50,712$5.26M0.0%+61.2%0.344%
2/13/2026The Manufacturers Life Insurance Company 6,560$680K0.0%-6.0%0.044%
2/13/2026Inspire Advisors LLC6,753$700K0.1%+150.4%0.046%
2/13/2026Stifel Financial Corp7,760$804K0.0%-8.6%0.053%
2/13/2026Essex Investment Management Co. LLC76,921$7.97M1.2%-2.5%0.521%


WLDN Institutional Ownership - Frequently Asked Questions

During the previous two years, 275 institutional investors and hedge funds held shares of Willdan Group. The most heavily invested institutionals were Vanguard Group Inc. ($124.55M), Geode Capital Management LLC ($35.56M), State Street Corp ($31.70M), Two Sigma Investments LP ($29.24M), Acadian Asset Management LLC ($24.87M), Divisadero Street Capital Management LP ($24.47M), and Dimensional Fund Advisors LP ($23.65M).Learn more on Willdan Group's institutional investors.

72.29% of Willdan Group's stock is owned by institutional investors. Learn more on WLDN's institutional investor holdings.

Of the 246 institutional investors that purchased Willdan Group's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wulff Hansen & CO. ($645.52K), Wasatch Advisors LP ($522.41K), Lord Abbett & CO. LLC ($460.05K), Vanguard Group Inc. ($428.09K), Allspring Global Investments Holdings LLC ($284.38K), Nuveen LLC ($272.10K), and Two Sigma Investments LP ($203.91K).

Institutional investors have bought a total of 4,031,137 shares in the last 24 months. This purchase volume represents approximately $358.56M in transactions.

Of the 102 institutional investors that sold Willdan Group's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Forager Capital Management LLC ($464.43K), Wasatch Advisors LP ($235.36K), Summit Creek Advisors LLC ($195.55K), Millennium Management LLC ($166.34K), Portolan Capital Management LLC ($151.20K), Dimensional Fund Advisors LP ($146.24K), and JPMorgan Chase & Co. ($104.65K).

Institutional investors have sold a total of 2,955,081 shares in the last 24 months. This volume of shares sold represents approximately $261.41M in transactions.



This page (NASDAQ:WLDN) was last updated on 7/14/2026 by MarketBeat.com Staff.
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