Workhorse Group Inc.

13F holders, Q3 2024 (September 30)
91holders −5
21new positions
26sold out
$0.87avg. 13F price*

At the end of Q3 2024, 91 institutions reported holding Workhorse Group Inc. in their 13F filings, down 5 from Q2 2024. 21 opened new positions and 26 sold out. The largest holders were Vanguard Group Inc. ($604K), Geode Capital Management, LLC ($246K) and BlackRock, Inc. ($176K).

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions21$132K
Exits26$940K

All 13F filers, Q2 2024 → Q3 2024: 596,423 shares bought and 1,003,836 shares sold, net −407,413 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 91 holders

Vanguard Group Inc. 0.00% Add +25.7% 695,134 $604K
Geode Capital Management, LLC 0.00% Add +76.9% 283,270 $246K
BlackRock, Inc. 0.00% — 202,869 $176K
Susquehanna International Group, LLP 0.00% Add +90.5% 192,860 $168K
Hudson Bay Capital Management LP 0.00% No change 105,605 $92K
Morgan Stanley 0.00% Add +132.5% 100,878 $88K
Swedbank AB 0.00% Reduce -0.0% 65,502 $57K
Virtu Financial LLC 0.00% New 58,163 $51K
State Street Corp. 0.00% Reduce -0.1% 46,468 $40K
Jane Street Group, LLC 0.00% Add +91.6% 40,742 $35K
Scientech Research LLC 0.01% New 31,753 $28K
T. Rowe Price Associates Inc. 0.00% No change 28,820 $26K
Northern Trust Corp. 0.00% Reduce -70.6% 27,344 $24K
Vanguard Personalized Indexing Management, LLC 0.00% New 20,096 $17K
Marex Group Ltd 0.00% New 14,404 $13K
Qube Research & Technologies Ltd 0.00% Reduce -95.4% 13,140 $11K
Tower Research Capital LLC (TRC) 0.00% Add +108.8% 12,701 $11K
Simplex Trading, LLC 0.00% New 11,017 $9K
Commonwealth Equity Services, LLC 0.00% New 10,419 $9K
Group One Trading LLC 0.00% Reduce -55.7% 7,363 $6K
JPMorgan Chase & Co. 0.00% Add +45.4% 5,452 $5K
Osaic Holdings, Inc. 0.00% Add +525.4% 3,846 $3K
Sachetta, LLC 0.00% New 3,000 $3K
MCF Advisors LLC 0.00% No change 2,442 $2K
Wells Fargo & Company 0.00% Add +16.1% 2,182 $2K
BNP Paribas Financial Markets 0.00% Reduce -1.9% 2,011 $2K
Bank of America Corp. 0.00% Reduce -86.5% 1,523 $1K
Blue Trust, Inc. 0.00% New 687 $1K
Capital Advisors, Ltd. LLC 0.00% New 795 $1K
FMR LLC 0.00% Reduce -86.2% 1,056 $918
UBS Group AG 0.00% Reduce -98.2% 651 $566
Citigroup Inc. 0.00% Reduce -61.9% 599 $521
Federated Hermes, Inc. 0.00% No change 468 $407
Federation des caisses Desjardins du Quebec 0.00% Reduce -10.3% 437 $380
Northwestern Mutual Wealth Management Co. 0.00% Add +11.2% 307 $267
IFP Advisors, Inc 0.00% No change 197 $171
Castleark Management LLC 0.00% No change 189 $164
NFSG Corp 0.00% No change 175 $152
Cape Investment Advisory, Inc. 0.00% No change 146 $127
Cassady Schiller Wealth Management, LLC 0.00% No change 123 $107
Allworth Financial LP 0.00% Reduce -41.9% 104 $91
HM Payson & Co. 0.00% New 100 $87
Activest Wealth Management 0.00% No change 100 $87
Ancora Advisors LLC 0.00% Reduce -22.1% 88 $77
Principal Securities, Inc. 0.00% Reduce -23.6% 81 $70
International Assets Investment Management, LLC 0.00% No change 71 $62
Signaturefd, LLC 0.00% No change 70 $61
Addison Advisors LLC 0.00% No change 63 $55
TD Capital Management LLC 0.00% No change 60 $52
Steward Partners Investment Advisory, LLC 0.00% Add +625.0% 58 $50
NewEdge Advisors, LLC 0.00% Reduce -34.9% 54 $47
Salem Investment Counselors Inc. 0.00% No change 50 $44
Global Retirement Partners, LLC 0.00% No change 51 $44
Oarsman Capital, Inc. 0.00% New 50 $43
Future Financial Wealth Managment LLC 0.00% New 50 $43
TD Waterhouse Canada Inc. 0.00% No change 50 $38
National Bank of Canada 0.00% Reduce -54.3% 43 $37
Quadrant Capital Group LLC 0.00% No change 41 $36
Parkside Financial Bank & Trust 0.00% No change 34 $30
JNBA Financial Advisors 0.00% No change 28 $25
US Bancorp \de 0.00% Add +4.0% 26 $23
CIBC Private Wealth Group LLC 0.00% New 25 $22
Continuum Advisory, LLC 0.00% No change 18 $21
CoreCap Advisors, LLC 0.00% No change 19 $17
Wilmington Savings Fund Society, FSB 0.00% New 15 $13
Farther Finance Advisors, LLC 0.00% No change 15 $13
Harbour Investments, Inc. 0.00% No change 14 $12
GPS Wealth Strategies Group, LLC 0.00% Reduce -78.3% 13 $11
Avior Wealth Management, LLC 0.00% No change 12 $10
Clean Yield Group 0.00% No change 10 $9
Center for Financial Planning, Inc. 0.00% New 5 $5
Larson Financial Group LLC 0.00% New 5 $4
Earned Wealth Advisors, LLC 0.00% New 5 $4
Investors Research Corp 0.00% No change 3 $3
Main Street Group, LTD 0.00% No change 3 $3
Caldwell Sutter Capital, Inc. 0.00% No change 2 $2
Sterling Capital Management LLC 0.00% — 2 $2
Corebridge Financial, Inc. 0.00% New 2 $2
Barclays PLC 0.00% Reduce -99.0% 1 $1
Clearstead Advisors, LLC 0.00% No change 1 $1
Atwood & Palmer Inc. 0.00% Reduce -50.0% 1 $1
Albion Financial Group 0.00% No change 1 $1
EverSource Wealth Advisors, LLC 0.00% No change 1 $1
Kozak & Associates, Inc. 0.00% No change 1 $1
WR Wealth Planners, LLC 0.00% No change 1 $1
Amalgamated Bank 0.00% No change 1 $0
Royal Bank of Canada 0.00% Reduce -98.0% 10 $0
Rhumbline Advisers 0.00% Reduce -100.0% 1 $0
Cwm, LLC 0.00% New 110 $0
Ashburton (Jersey) Ltd 0.00% New 30 $0
Householder Group Estate & Retirement Specialist, LLC 0.00% New 3 $0

"% 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.