Workhorse Group Inc.

13F holders, Q1 2025 (March 31)
5holders −85
2new positions
83sold out
$0.66avg. 13F price*

At the end of Q1 2025, 5 institutions reported holding Workhorse Group Inc. in their 13F filings, down 85 from Q4 2024. 2 opened new positions and 83 sold out. The largest holders were Principal Securities, Inc. ($1K), IFP Advisors, Inc ($40) and Total Clarity Wealth Management, Inc. ($38).

Company
Workhorse Group Inc.
CUSIP
98138J305
Latest filing quarter
Q1 2025

History

Number of 13F holders

020406080100 Q1 2024: 1Q1 2024Q2 2024: 96Q2 2024Q3 2024: 91Q3 2024Q4 2024: 90Q4 2024Q1 2025: 5Q1 2025

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions2$40
Exits83$1.9M

All 13F filers, Q4 2024 → Q1 2025: 56 shares bought and 2,671,408 shares sold, net −2,671,352 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5 holders

Principal Securities, Inc. 0.00% No change 2,081 $1K
IFP Advisors, Inc 0.00% Reduce -0.5% 196 $40
Total Clarity Wealth Management, Inc. 0.00% New 55 $38
SVB Wealth LLC 0.00% New 1 $2
Investors Research Corp 0.00% Reduce -66.7% 1 $2

"% of holder's portfolio" is WORKHORSE GROUP INC's weight in each manager's 13F, not the share of Workhorse Group Inc. the manager owns.