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Willdan Group (WLDN) Institutional Ownership

Willdan Group logo
$94.33 +1.42 (+1.53%)
As of 10:46 AM Eastern

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

Current
Institutional Ownership
Percentage
72.29%
Number of
Institutional Buyers
(last 12 months)
205
Total
Institutional Inflows
(last 12 months)
$359.86M
Number of
Institutional Sellers
(last 12 months)
107
Total
Institutional Outflows
(last 12 months)
$266.11M
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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
5/7/2026 Dimensional Fund Advisors LP308,947$23.65M0.0%+7.5%2.064%
5/7/2026 Swiss National Bank29,200$2.24M0.0%+1.0%0.195%
5/6/2026 Allspring Global Investments Holdings LLC216,429$17.10M0.0%+21.0%1.446%
5/5/2026 Bank of New York Mellon Corp60,240$4.61M0.0%-6.5%0.402%
5/5/2026 Sanctuary Advisors LLC12,480$955K0.0%+10.5%0.083%
5/4/2026 Principal Financial Group Inc.35,914$2.75M0.0%+88.0%0.240%
5/2/2026 International Assets Investment Management LLC763$60K0.0%+67.0%0.005%
5/1/2026 Fifth Third Bancorp2,700$207K0.0%N/A0.018%
5/1/2026 Sequoia Financial Advisors LLC2,739$210K0.0%N/A0.018%
5/1/2026 Kornitzer Capital Management Inc. KS69,068$5.29M0.1%-2.7%0.461%
4/30/2026 Hsbc Holdings PLC12,965$983K0.0%-21.1%0.087%
4/29/2026 Cvfg LLC44,550$3.41M0.4%N/A0.298%
4/29/2026 Swedbank AB236,700$18.12M0.0%+35.4%1.581%
4/28/2026 AdvisorShares Investments LLC3,733$286K0.1%+91.1%0.025%
4/28/2026 Revisor Wealth Management LLC3,466$265K0.1%+96.9%0.023%
4/27/2026 Private Advisor Group LLC5,244$401K0.0%+20.1%0.036%
4/27/2026 Y Intercept Hong Kong Ltd17,190$1.32M0.0%+35.8%0.117%
4/27/2026 Leonteq Securities AG382$29K0.0%N/A0.003%
4/27/2026 Elevation Point Wealth Partners LLC6,960$533K0.0%N/A0.047%
4/25/2026 Strs Ohio9,000$689K0.0%+21.6%0.061%
4/24/2026 Conestoga Capital Advisors LLC23,667$1.81M0.0%+15.9%0.160%
4/23/2026 Inspire Investing LLC6,783$519K0.0%+51.4%0.046%
4/22/2026 Janney 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%
4/20/2026 Kestra Private Wealth Services LLC13,457$1.03M0.0%+68.8%0.091%
4/20/2026 OP Asset Management Ltd16,677$1.28M0.0%N/A0.113%
4/17/2026 LMG Wealth Partners LLC22,376$1.71M0.3%+11.7%0.152%
4/16/2026 Diversified Trust Co4,652$356K0.0%+8.0%0.032%
3/23/2026 J. Derek Lewis & Associates Inc.11,117$1.15M0.3%N/A0.075%
3/4/2026 Pure 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%
2/18/2026 Inspire 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%
2/17/2026 Russell 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%
2/17/2026 Blair 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%
2/16/2026 MML 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%
2/16/2026Barclays PLC39,057$4.05M0.0%+30.7%0.265%
2/16/2026 Bard Associates Inc.73,367$7.61M2.0%-1.5%0.497%
2/16/2026Aigen Investment Management LP3,786$392K0.1%N/A0.026%
2/13/2026 Kestra 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%
2/13/2026Focused Alpha LLC6,051$627K0.2%N/A0.041%
2/13/2026First Trust Advisors LP237,697$24.64M0.0%+89.2%1.612%
2/13/2026 SG Capital Management LLC31,183$3.23M0.3%N/A0.211%
2/13/2026Charles Schwab Investment Management Inc.125,847$13.05M0.0%+7.3%0.853%
2/13/2026State Street Corp305,845$31.70M0.0%+2.2%2.074%
2/13/2026Martingale Asset Management L P4,419$458K0.0%-11.9%0.030%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC22,955$2.38M0.0%+13.6%0.156%
2/13/2026Wells Fargo & Company MN207,590$21.52M0.0%+5.5%1.407%
2/13/2026Lord Abbett & CO. LLC145,676$15.10M0.0%+23.7%0.988%
2/12/2026 Wasatch Advisors LP261,471$27.10M0.2%+43.6%1.773%
2/12/2026HRT Financial LP65,838$6.82M0.0%-53.6%0.446%
2/12/2026MetLife Investment Management LLC7,758$804K0.0%-5.7%0.053%
2/12/2026 Commonwealth Equity Services LLC2,040$211K0.0%N/A0.014%
2/12/2026Renaissance Technologies LLC24,000$2.49M0.0%-55.9%0.163%
2/12/2026 Dimensional Fund Advisors LP287,278$29.79M0.0%+1.1%1.948%
2/12/2026EntryPoint Capital LLC3,208$333K0.1%-45.1%0.022%
2/12/2026Integrated Quantitative Investments LLC18,677$1.94M0.4%+55.1%0.127%
2/12/2026Federated Hermes Inc.12,756$1.32M0.0%+8,076.9%0.086%
2/12/2026Informed Momentum Co LLC28,282$2.93M0.3%-18.4%0.192%
2/12/2026Parsonex Advisory Services Inc.6,250$648K0.4%N/A0.042%
2/12/2026 New York State Common Retirement Fund4,404$457K0.0%-17.0%0.030%


WLDN Institutional Ownership - Frequently Asked Questions

During the previous two years, 271 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), Wasatch Advisors LP ($29.21M), Acadian Asset Management LLC ($24.87M), and First Trust Advisors LP ($24.64M).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 244 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), Swedbank AB ($591.50K), Wasatch Advisors LP ($522.41K), Lord Abbett & CO. LLC ($460.05K), Vanguard Group Inc. ($428.09K), Allspring Global Investments Holdings LLC ($284.38K), and Nuveen LLC ($272.10K).

Institutional investors have bought a total of 4,156,651 shares in the last 24 months. This purchase volume represents approximately $359.86M in transactions.

Of the 107 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), Summit Creek Advisors LLC ($195.55K), Lord Abbett & CO. LLC ($186.42K), Swedbank AB ($182.80K), Millennium Management LLC ($166.34K), Portolan Capital Management LLC ($151.20K), and Dimensional Fund Advisors LP ($146.24K).

Institutional investors have sold a total of 3,194,586 shares in the last 24 months. This volume of shares sold represents approximately $266.11M in transactions.



This page (NASDAQ:WLDN) was last updated on 5/12/2026 by MarketBeat.com Staff.
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