WILLDAN GROUP INC (WLDN)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
230
Reporting holders
$1.0B
Reported value
85.9%
Of shares outstanding
1.3%
Held as options
-6
Holder change
Institutions report 13,084,602 shares against 15,232,091 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $113.8M | 1,438,623 | 0.00% | 8q | +9.2%+$9.6M |
| Divisadero Street Capital Management, LP | $104.8M | 1,324,293 | 2.37% | 8q | +702.7%+$91.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $50.1M | 632,916 | 0.00% | 2q | +3.2%+$1.5M |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | $41.9M | 530,210 | 2.87% | 2q | +145.9%+$24.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $41.7M | 527,252 | 0.00% | 2q | +8.7%+$3.3M |
| Allspring Global Investments Holdings, LLC | $30.5M | 390,720 | 0.05% | 8q | +80.5%+$13.6M |
| GEODE CAPITAL MANAGEMENT, LLC | $30.3M | 383,399 | 0.00% | 31q | +8.2%+$2.3M |
| FIRST TRUST ADVISORS LP | $28.6M | 361,079 | 0.02% | 31q | +25.9%+$5.9M |
| ALTA FOX CAPITAL MANAGEMENT, LLC | $28.5M | 359,806 | 5.72% | new | NEW |
| Swedbank AB | $27.7M | 349,700 | 0.02% | 21q | +47.7%+$8.9M |
| STATE STREET CORP | $26.7M | 337,449 | 0.00% | 31q | +7.2%+$1.8M |
| DIMENSIONAL FUND ADVISORS LP | $25.4M | 320,857 | 0.00% | 31q | +3.9%+$942.1K |
| Conversant Capital LLC | $23.3M | 294,500 | 2.73% | new | NEW |
| WASATCH ADVISORS LP | $22.7M | 287,054 | 0.15% | 5q | -24.8%-$7.5M |
| Ranger Investment Management, L.P. | $21.8M | 275,191 | 1.38% | 2q | +492.6%+$18.1M |
| OBERWEIS ASSET MANAGEMENT INC/ | $20.8M | 262,700 | 0.43% | new | NEW |
| AMERIPRISE FINANCIAL INC | $20.6M | 260,471 | 0.00% | 8q | -52.2%-$22.5M |
| WELLINGTON MANAGEMENT GROUP LLP | $16.7M | 210,895 | 0.00% | new | NEW |
| Nuveen, LLC | $16.7M | 210,771 | 0.00% | 6q | -13.1%-$2.5M |
| RBF Capital, LLC | $14.6M | 184,600 | 0.61% | 31q | HELD |
| NORTHERN TRUST CORP | $12.9M | 163,347 | 0.00% | 31q | +9.5%+$1.1M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $12.9M | 163,117 | 0.02% | 3q | +128.8%+$7.3M |
| GOLDMAN SACHS GROUP INC | $12.3M | 155,269 | 0.00% | 10q | +19.6%+$2.0M |
| TWO SIGMA INVESTMENTS, LP | $11.9M | 150,574 | 0.01% | 13q | -67.8%-$25.1M |
| JANE STREET GROUP, LLC | $11.5M | 89,929 | 0.00% | 10q | -36.9%-$6.7M |
| Russell Investments Group, Ltd. | $11.4M | 143,866 | 0.01% | 9q | +52.4%+$3.9M |
| NEXT CENTURY GROWTH INVESTORS LLC | $10.0M | 126,407 | 0.53% | new | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $9.5M | 120,143 | 0.00% | 31q | -2.1%-$207.5K |
| Sixth Street Partners Management Company, L.P. | $9.5M | 120,143 | 0.00% | new | NEW |
| PANAGORA ASSET MANAGEMENT INC | $9.1M | 114,701 | 0.03% | 15q | +87.3%+$4.2M |
| MORGAN STANLEY | $8.8M | 111,204 | 0.00% | 35q | -8.7%-$837.9K |
| Point72 Asset Management, L.P. | $8.7M | 108,675 | 0.01% | 9q | +38.6%+$2.4M |
| VANGUARD FIDUCIARY TRUST CO | $8.0M | 100,690 | 0.00% | 2q | +5.2%+$390.4K |
| KENNEDY CAPITAL MANAGEMENT LLC | $7.7M | 97,391 | 0.14% | 15q | +16.6%+$1.1M |
| UBS Group AG | $7.7M | 96,854 | 0.00% | 18q | +126.8%+$4.3M |
| Portolan Capital Management, LLC | $6.7M | 84,394 | 0.25% | 5q | -10.2%-$757.0K |
| Summit Creek Advisors LLC | $6.6M | 83,463 | 2.25% | 31q | -43.4%-$5.1M |
| Asset Management One Co., Ltd. | $6.1M | 77,293 | 0.02% | 4q | +28.5%+$1.4M |
| ESSEX INVESTMENT MANAGEMENT CO LLC | $5.9M | 74,890 | 0.78% | 31q | -4.3%-$269.1K |
| KORNITZER CAPITAL MANAGEMENT INC /KS | $5.4M | 68,585 | 0.11% | 31q | -0.7%-$38.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.8M | 19,300 | 0.00% | 10q | +71.2%+$2.0M |
| AQR CAPITAL MANAGEMENT LLC | $4.7M | 59,401 | 0.00% | 9q | +12.7%+$529.3K |
| Bank of New York Mellon Corp | $4.7M | 58,945 | 0.00% | 31q | -2.1%-$102.4K |
| OP Asset Management Ltd | $4.4M | 55,800 | 0.05% | 2q | +234.6%+$3.1M |
| DEUTSCHE BANK AG\ | $4.4M | 55,731 | 0.00% | 34q | +5.8%+$241.8K |
| Qube Research & Technologies Ltd | $4.4M | 55,445 | 0.00% | 12q | -58.8%-$6.2M |
| BANK OF AMERICA CORP /DE/ | $3.9M | 49,653 | 0.00% | 31q | +37.0%+$1.1M |
| WELLS FARGO & COMPANY/MN | $3.6M | 45,567 | 0.00% | 19q | -84.6%-$19.8M |
| EFG International AG | $3.6M | 45,157 | 0.07% | 3q | -1.9%-$67.6K |
| ENVESTNET ASSET MANAGEMENT INC | $3.6M | 44,896 | 0.00% | 8q | +51.0%+$1.2M |
| Jefferies Financial Group Inc. | $3.3M | 41,200 | 0.02% | 2q | -7.1%-$247.2K |
| PRINCIPAL FINANCIAL GROUP INC | $3.1M | 39,051 | 0.00% | 8q | +8.7%+$248.1K |
| CVFG LLC | $2.9M | 37,250 | 0.31% | 2q | -16.4%-$577.4K |
| BOOTHBAY FUND MANAGEMENT, LLC | $2.8M | 35,615 | 0.04% | 4q | -9.8%-$305.7K |
| JPMORGAN CHASE & CO | $2.7M | 34,669 | 0.00% | 31q | +6.4%+$164.7K |
| CITADEL ADVISORS LLC | $2.7M | options only | 0.00% | 23q | OPTIONS |
| IMC-Chicago, LLC | $2.7M | 4,351 | 0.00% | 4q | -50.9%-$2.8M |
| MML INVESTORS SERVICES, LLC | $2.7M | 33,740 | 0.01% | 7q | +107.5%+$1.4M |
| AMERICAN CENTURY COMPANIES INC | $2.6M | 33,278 | 0.00% | 9q | -9.4%-$271.8K |
| ALLIANCEBERNSTEIN L.P. | $2.6M | 34,112 | 0.00% | 7q | -23.7%-$809.2K |
| RICE HALL JAMES & ASSOCIATES, LLC | $2.4M | 30,579 | 0.12% | 31q | +4.7%+$108.1K |
| RAYMOND JAMES FINANCIAL INC | $2.3M | 29,259 | 0.00% | 5q | -3.3%-$79.5K |
| Swiss National Bank | $2.3M | 29,000 | 0.00% | 4q | -0.7%-$15.8K |
| CITIGROUP INC | $2.3M | 28,615 | 0.00% | 13q | +38.0%+$622.9K |
| ALPS ADVISORS INC | $2.3M | 28,577 | 0.01% | 8q | +1.3%+$29.0K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.2M | 28,039 | 0.00% | 5q | +30.2%+$513.8K |
| BNP PARIBAS FINANCIAL MARKETS | $2.2M | 27,747 | 0.00% | 31q | +0.7%+$15.9K |
| Conestoga Capital Advisors, LLC | $2.2M | 27,607 | 0.05% | 30q | +16.6%+$311.7K |
| TUDOR INVESTMENT CORP ET AL | $2.0M | 25,425 | 0.00% | 6q | -77.1%-$6.8M |
| Legato Capital Management LLC | $2.0M | 25,233 | 0.17% | 15q | -19.1%-$471.0K |
| WHITTIER TRUST CO | $1.9M | 23,657 | 0.02% | 7q | HELD |
| Invesco Ltd. | $1.8M | 22,720 | 0.00% | 31q | +9.9%+$161.9K |
| STOREBRAND ASSET MANAGEMENT AS | $1.8M | 22,668 | 0.00% | 3q | +7.6%+$127.4K |
| Balyasny Asset Management L.P. | $1.8M | 22,534 | 0.00% | new | NEW |
| De Lisle Partners LLP | $1.7M | 21,000 | 0.18% | 2q | HELD |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $1.6M | 20,711 | 0.01% | 11q | +285.5%+$1.2M |
| Man Group plc | $1.6M | 20,469 | 0.00% | 4q | -62.0%-$2.6M |
| LPL Financial LLC | $1.6M | 19,929 | 0.00% | 4q | -16.1%-$303.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.5M | 19,094 | 0.00% | 4q | +110.4%+$792.5K |
| RHUMBLINE ADVISERS | $1.5M | 18,882 | 0.00% | 31q | +7.8%+$108.4K |
| BARCLAYS PLC | $1.5M | 18,513 | 0.00% | 31q | -52.9%-$1.6M |
| JONES FINANCIAL COMPANIES LLLP | $1.3M | 16,526 | 0.00% | 6q | +194.2%+$887.1K |
| Polymer Capital Management (US) LLC | $1.3M | 16,574 | 0.17% | new | NEW |
| Longaeva Partners L.P. | $1.3M | 16,307 | 0.03% | new | NEW |
| Y-Intercept (Hong Kong) Ltd | $1.3M | 15,964 | 0.02% | 5q | -7.1%-$97.0K |
| SEI INVESTMENTS CO | $1.2M | 15,325 | 0.00% | 19q | -47.7%-$1.1M |
| Cetera Investment Advisers | $1.2M | 15,319 | 0.00% | 4q | -19.6%-$295.7K |
| WULFF, HANSEN & CO. | $1.2M | 15,302 | 0.93% | 19q | -0.6%-$6.9K |
| Sanctuary Advisors, LLC | $1.2M | 14,730 | 0.01% | 3q | +18.0%+$178.0K |
| Legal & General Group Plc | $1.1M | 14,001 | 0.00% | 31q | +1.2%+$12.7K |
| STATE OF WISCONSIN INVESTMENT BOARD | $1.1M | 13,277 | 0.00% | 18q | +11.0%+$103.7K |
| HSBC HOLDINGS PLC | $1.0M | 13,173 | 0.00% | 7q | +1.6%+$16.2K |
| VICTORY CAPITAL MANAGEMENT INC | $970.6K | 12,270 | 0.00% | 22q | -68.8%-$2.1M |
| OSAIC HOLDINGS, INC. | $928.0K | 11,732 | 0.00% | 26q | -49.6%-$914.5K |
| Walleye Capital LLC | $902.5K | 11,410 | 0.00% | new | NEW |
| J. Derek Lewis & Associates Inc. | $829.5K | 10,487 | 0.16% | 3q | HELD |
| VANGUARD ASSET MANAGEMENT, Ltd | $796.1K | 10,064 | 0.00% | 2q | HELD |
| NAVELLIER & ASSOCIATES INC | $784.6K | 9,919 | 0.06% | 8q | -30.6%-$346.5K |
| DARK FOREST CAPITAL MANAGEMENT LP | $777.2K | 9,825 | 0.05% | 4q | -38.4%-$485.4K |
| TWINBEECH CAPITAL LP | $719.8K | 9,100 | 0.13% | 2q | +128.3%+$404.5K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-30 | 13G/A | BlackRock, Inc. | 8.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 230 | $1.0B | 13,084,602 | 43 | 88 | 74 | 1.3% |
| Q1 2026 | 236 | $877.7M | 11,376,172 | 43 | 94 | 71 | 1.8% |
| Q4 2025 | 249 | $1.1B | 10,749,586 | 46 | 87 | 71 | 2.5% |
| Q3 2025 | 236 | $1.1B | 10,659,081 | 83 | 64 | 71 | 6.0% |
| Q2 2025 | 175 | $624.6M | 9,967,668 | 35 | 59 | 53 | 0.1% |
| Q1 2025 | 154 | $379.2M | 9,289,069 | 28 | 51 | 47 | 0.3% |
| Q4 2024 | 141 | $331.1M | 8,602,838 | 25 | 51 | 42 | 1.0% |
| Q3 2024 | 133 | $381.6M | 9,245,345 | 44 | 46 | 28 | 0.7% |
| Q2 2024 | 100 | $288.6M | 9,885,818 | 17 | 38 | 26 | 1.2% |
| Q1 2024 | 91 | $293.9M | 10,023,549 | 15 | 29 | 23 | 1.4% |
| Q4 2023 | 79 | $212.3M | 9,890,014 | 4 | 27 | 26 | 0.0% |
| Q3 2023 | 79 | $200.9M | 9,834,364 | 7 | 21 | 25 | 0.1% |
| Q2 2023 | 75 | $186.6M | 9,748,013 | 6 | 27 | 23 | 0.0% |
| Q1 2023 | 67 | $145.7M | 9,354,669 | 6 | 25 | 13 | 0.0% |
| Q4 2022 | 60 | $160.5M | 8,972,408 | 8 | 20 | 16 | 0.1% |
| Q3 2022 | 76 | $160.5M | 10,841,580 | 5 | 27 | 18 | 0.0% |
| Q2 2022 | 81 | $274.3M | 9,931,205 | 2 | 25 | 31 | 0.0% |
| Q1 2022 | 96 | $348.0M | 11,340,724 | 11 | 27 | 31 | 0.0% |
| Q4 2021 | 96 | $360.9M | 10,244,787 | 17 | 36 | 18 | 3.8% |
| Q3 2021 | 93 | $317.4M | 8,909,651 | 4 | 29 | 28 | 0.1% |
| Q2 2021 | 100 | $363.5M | 9,528,352 | 5 | 38 | 30 | 1.3% |
| Q1 2021 | 107 | $396.4M | 9,515,065 | 19 | 28 | 34 | 1.6% |
| Q4 2020 | 98 | $391.3M | 9,326,664 | 21 | 25 | 31 | 0.5% |
| Q3 2020 | 85 | $230.3M | 9,012,642 | 2 | 24 | 31 | 0.0% |
| Q2 2020 | 87 | $242.6M | 9,697,087 | 12 | 30 | 22 | 0.1% |
| Q1 2020 | 87 | $195.3M | 9,025,430 | 7 | 26 | 36 | 0.0% |
| Q4 2019 | 94 | $310.8M | 9,774,892 | 7 | 37 | 28 | 0.1% |
| Q3 2019 | 105 | $333.1M | 9,487,511 | 13 | 35 | 29 | 0.1% |
| Q2 2019 | 100 | $361.5M | 9,706,841 | 17 | 39 | 25 | 0.0% |
| Q1 2019 | 100 | $324.6M | 8,756,922 | 14 | 32 | 30 | 0.0% |
| Q4 2018 | 93 | $287.5M | 8,219,647 | 4 | 1 | 3 | 0.0% |