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Willdan Group (WLDN) Institutional Ownership

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$73.58 +0.04 (+0.05%)
As of 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)
191
Total
Institutional Inflows
(last 12 months)
$542.95M
Number of
Institutional Sellers
(last 12 months)
88
Total
Institutional Outflows
(last 12 months)
$214.44M
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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
9/9/2026Tidal Investments LLC7,776$615K0.0%N/A0.051%
9/9/2026Integrated Wealth Concepts LLC362$29K0.0%N/A0.002%
9/9/2026NewEdge Advisors LLC500$40K0.0%-64.5%0.003%
8/26/2026Amundi3,603$285K0.0%-17.4%0.024%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al10,250$811K0.0%N/A0.067%
8/22/2026Concurrent Investment Advisors LLC7,905$625K0.0%+8.6%0.052%
8/20/2026Two Sigma Securities LLC2,751$218K0.0%N/A0.018%
8/20/2026Wedbush Securities Inc.12,362$978K0.0%+103.8%0.081%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC28,039$2.22M0.0%+30.2%0.184%
8/19/2026Navellier & Associates Inc.9,919$785K0.1%-30.6%0.065%
8/19/2026Hsbc Holdings PLC13,173$1.02M0.0%+1.6%0.086%
8/19/2026Wellington Management Group LLP210,895$16.68M0.0%N/A1.385%
8/18/2026Jefferies Financial Group Inc.41,200$3.26M0.0%N/A0.271%
8/17/2026Pure Financial Advisors LLC7,860$622K0.0%N/A0.052%
8/17/2026Transamerica Financial Advisors LLC1,233$98K0.0%N/A0.008%
8/17/2026Bank of America Corp DE49,653$3.93M0.0%N/A0.326%
8/15/2026Man Group plc20,469$1.62M0.0%N/A0.134%
8/15/2026Jupiter Topco LLC5,961$471K0.0%N/A0.039%
8/15/2026Wedbush Fund Advisers LLC2,921$231K0.0%N/A0.019%
8/14/2026Hsbc Holdings PLC13,173$1.02M0.0%N/A0.086%
8/14/2026EFG International AG45,157$3.57M0.1%N/A0.297%
8/14/2026PDT Partners LLC3,549$281K0.0%N/A0.023%
8/14/2026Legal & General Group Plc14,001$1.11M0.0%N/A0.092%
8/14/2026The Manufacturers Life Insurance Company6,299$498K0.0%N/A0.041%
8/13/2026Ranger Investment Management L.P.275,191$21.77M1.4%N/A1.807%
8/13/2026Sanctuary Advisors LLC14,730$1.17M0.0%N/A0.097%
8/13/2026Neumeier Poma Investment Counsel LLC530,210$41.94M0.0%N/A3.481%
8/12/2026Elevation Point Wealth Partners LLC6,948$550K0.0%N/A0.046%
8/12/2026De Lisle Partners LLP21,000$1.66M0.2%N/A0.138%
8/8/2026Summit Creek Advisors LLC83,463$6.60M2.2%N/A0.552%
8/7/2026BlackRock Inc.1,438,623$113.80M0.0%N/A9.520%
8/7/2026Deutsche Bank AG55,731$4.41M0.0%N/A0.369%
8/7/2026Rice Hall James & Associates LLC30,579$2.42M0.1%N/A0.202%
8/6/2026Bank of New York Mellon Corp58,945$4.66M0.0%N/A0.390%
8/6/2026State of Wyoming790$62K0.0%N/A0.005%
8/6/2026GSA Capital Partners LLP5,838$462K0.0%N/A0.039%
8/3/2026Walleye Capital LLC11,410$903K0.0%N/A0.076%
7/10/2026Wasatch Advisors LP287,054$22.71M0.1%-24.8%1.900%
7/10/2026Handelsbanken Fonder AB191,532$15.15M0.0%+34.3%1.268%
7/9/2026Arista Wealth Management LLC6,214$492K0.1%-48.7%0.041%
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7/7/2026GK 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 Company6,377$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%
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%
4/21/2026Wasatch 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%
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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%


WLDN Institutional Ownership - Frequently Asked Questions

During the previous two years, 285 institutional investors and hedge funds held shares of Willdan Group. The most heavily invested institutionals were Vanguard Group Inc. ($124.55M), BlackRock Inc. ($113.80M), Neumeier Poma Investment Counsel LLC ($41.94M), Geode Capital Management LLC ($35.56M), State Street Corp ($31.70M), Two Sigma Investments LP ($29.24M), and Acadian Asset Management LLC ($24.87M).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 253 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: BlackRock Inc. ($1.44M), Neumeier Poma Investment Counsel LLC ($530.21K), Wasatch Advisors LP ($522.41K), Lord Abbett & CO. LLC ($460.05K), Vanguard Group Inc. ($428.09K), Ranger Investment Management L.P. ($321.63K), and Allspring Global Investments Holdings LLC ($284.38K).

Institutional investors have bought a total of 6,187,109 shares in the last 24 months. This purchase volume represents approximately $542.95M in transactions.

Of the 88 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: Wasatch Advisors LP ($235.36K), Millennium Management LLC ($166.34K), Portolan Capital Management LLC ($151.20K), Dimensional Fund Advisors LP ($146.24K), Summit Creek Advisors LLC ($144.70K), JPMorgan Chase & Co. ($104.65K), and Trexquant Investment LP ($97.40K).

Institutional investors have sold a total of 2,202,121 shares in the last 24 months. This volume of shares sold represents approximately $214.44M in transactions.



Institutional ownership data for NASDAQ:WLDN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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