Workhorse Group Inc (WKHS) Ownership

0.15 ↓0.02 (-9.35%)

As of April 30, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Workhorse Group Inc (WKHS), owning a total of 13.8 million shares. Combined, the top 39 institutional holders of WKHS own 23.66% of the company with a total of 65.5 million shares.

In the latest ownership report on December 31st 2023, the top 39 institutional holders increased their combined ownership of WKHS by 539 thousand shares. 19 institutions bought 6,127,589 total additional shares and increased their ownership by an average of 98.72%. However 1 institutions sold 5,588,721 total shares and decreased their ownership by an average of 56.01%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Workhorse Group increased by a net total of 538,868 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	4.401%	6.315%	13,846,124	822,463	2023-12-31
Vanguard Group Inc	3.137%	4.816%	9,870,555	453,481	2023-12-31
Geode Capital Management, LLC	1.547%	14.662%	4,867,224	622,365	2023-12-31
State Street Corporation	1.395%	-56.007%	4,389,816	-5,588,721	2023-12-31
Susquehanna International Group, LLP	0.685%	69.093%	2,154,311	880,273	2023-12-31
Northern Trust Corp	0.590%	22.945%	1,857,357	346,640	2023-12-31
Charles Schwab Investment Management Inc	0.546%	6.273%	1,716,170	101,297	2023-12-31
Morgan Stanley - Brokerage Accounts	0.495%	96.404%	1,556,019	763,765	2023-12-31
Deutsche Bank AG	0.278%	13.672%	874,241	105,148	2023-12-31
Goldman Sachs Group Inc	0.254%	264.712%	800,280	580,852	2023-12-31
Bank of New York Mellon Corp	0.235%	7.475%	738,122	51,339	2023-12-31
Credit Suisse First Boston (CSFB)	0.206%	7.885%	646,581	47,256	2023-12-31
JPMorgan Chase & Co	0.191%	353.078%	599,785	467,405	2023-12-31
Nuveen Asset Management, LLC	0.155%	1.251%	486,696	6,014	2023-12-31
Qube Research & Technologies	0.131%	0.000%	410,574	410,574	2023-12-31
Barclays PLC	0.091%	829.674%	285,503	254,793	2023-12-31
JANE STREET GROUP, LLC	0.086%	156.537%	270,226	164,890	2023-12-31
Millennium Management LLC	0.083%	3.573%	261,221	9,011	2023-12-31
Rhumbline Advisers	0.082%	6.831%	258,821	16,549	2023-12-31
Bank of America Corp	0.094%	10.552%	245,942	23,474	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	4.401%	6.315%	13,846,124	822,463	2023-12-31
Vanguard Group Inc	3.137%	4.816%	9,870,555	453,481	2023-12-31
Amvescap Plc.	3.775%	25.849%	7,957,668	1,634,497	2023-03-31
Geode Capital Management, LLC	1.547%	14.662%	4,867,224	622,365	2023-12-31
State Street Corporation	1.395%	-56.007%	4,389,816	-5,588,721	2023-12-31
Susquehanna International Group, LLP	0.685%	69.093%	2,154,311	880,273	2023-12-31
Northern Trust Corp	0.590%	22.945%	1,857,357	346,640	2023-12-31
Charles Schwab Investment Management Inc	0.546%	6.273%	1,716,170	101,297	2023-12-31
Morgan Stanley - Brokerage Accounts	0.495%	96.404%	1,556,019	763,765	2023-12-31
Mitsubishi UFJ Kokusai Asst Mgmt Co.,Ltd	0.593%	85.218%	1,262,002	580,640	2023-06-30
Mitsubishi UFJ Asset Management Co.,Ltd	0.470%	-2.857%	1,225,942	-36,060	2023-09-30
First Trust Advisors L.P.	0.492%	5.949%	1,046,784	58,773	2023-06-30
Deutsche Bank AG	0.278%	13.672%	874,241	105,148	2023-12-31
Marshall Wace Asset Management Ltd	0.437%	0.000%	815,233	815,233	2022-12-31
ExodusPoint Capital Management, LP	0.310%	0.000%	807,662	807,662	2023-06-30
Goldman Sachs Group Inc	0.254%	264.712%	800,280	580,852	2023-12-31
Rafferty Asset Management, LLC	0.299%	-1.213%	780,660	-9,582	2023-09-30
Bank of New York Mellon Corp	0.235%	7.475%	738,122	51,339	2023-12-31
ALPS Advisors Inc	0.350%	-17.988%	736,646	-161,573	2023-03-31
Credit Suisse First Boston (CSFB)	0.206%	7.885%	646,581	47,256	2023-12-31
Cubist Systematic Strategies, LLC	0.391%	52.154%	641,130	219,762	2022-06-30
JPMorgan Chase & Co	0.191%	353.078%	599,785	467,405	2023-12-31
Virtu Financial LLC	0.209%	11.559%	544,545	56,422	2023-09-30
D. E. Shaw & Co LP	0.159%	0.000%	499,998	499,998	2023-09-30
American Century Companies Inc	0.264%	-17.404%	488,647	-102,965	2022-12-31
Nuveen Asset Management, LLC	0.155%	1.251%	486,696	6,014	2023-12-31
Two Sigma Investments LLC	0.242%	0.000%	450,648	450,648	2022-12-31
Qube Research & Technologies	0.131%	0.000%	410,574	410,574	2023-12-31
Federated Hermes Inc	0.230%	-14.740%	394,423	-68,191	2022-12-31
Wells Fargo & Co	0.174%	-1.546%	365,998	-5,746	2023-03-31
Swiss National Bank	0.190%	-8.641%	354,200	-33,500	2023-03-31
Squarepoint Ops LLC	0.158%	58.626%	333,559	123,279	2023-03-31
Balyasny Asset Management LLC	0.120%	165.974%	313,738	195,780	2023-09-30
Toroso Investments LLC	0.113%	0.000%	295,673	295,673	2023-09-30
Barclays PLC	0.091%	829.674%	285,503	254,793	2023-12-31
JANE STREET GROUP, LLC	0.086%	156.537%	270,226	164,890	2023-12-31
Millennium Management LLC	0.083%	3.573%	261,221	9,011	2023-12-31
Rhumbline Advisers	0.082%	6.831%	258,821	16,549	2023-12-31
Bank of America Corp	0.094%	10.552%	245,942	23,474	2023-12-31

Mutual Fund Ownership

Invesco WilderHill Clean Energy ETF is the biggest individual fund holder of Workhorse Group Inc (WKHS), owning a total of 7.2 million shares. Combined, the top 42 mutual fund holders of WKHS own 24.21% of the company with a total of 61.5 million shares.

In the latest ownership report on March 31st 2024, the top 42 fund holders increased their combined ownership of WKHS by 1.6 million shares. 6 funds bought 1,633,939 total additional shares and increased their ownership by an average of 115.35%. However 1 funds sold 2,436 total shares and decreased their ownership by an average of 0.2%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Workhorse Group increased by a net total of 1,631,503 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Institutional Extnd Mkt Idx Tr	0.832%	1.922%	2,616,991	49,337	2024-03-31
Vanguard Consumer Discretionary ETF	0.382%	-0.203%	1,200,114	-2,436	2024-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.342%	0.000%	1,076,240	0	2024-03-31
Vanguard Russell 2000 ETF	0.272%	13.399%	855,995	101,143	2024-03-31
BlackRock Extended Equity Market K	0.238%	0.000%	747,971	747,971	2024-03-31
SPDR® Russell 2000 US Small Cap ETF	0.234%	5.286%	735,896	36,946	2024-03-31
Swedbank Robur Access Edge Global A	0.228%	38.975%	715,920	200,778	2024-03-31
State St Russell Sm Cap® Indx SL Cl I	0.209%	0.000%	656,538	0	2024-03-31
Swedbank Robur Access Edge USA A	0.183%	632.515%	576,460	497,764	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Invesco WilderHill Clean Energy ETF	3.861%	0.458%	7,200,568	32,848	2023-06-29
iShares Russell 2000 ETF	1.706%	0.048%	5,368,339	2,589	2024-03-28
Vanguard Total Stock Mkt Idx Inv	1.628%	0.000%	5,121,723	0	2024-02-29
SPDR® S&P Kensho New Economies Comps ETF	1.920%	-0.024%	5,009,910	-1,225	2023-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.256%	0.000%	4,801,523	0	2023-03-31
Vanguard Institutional Extnd Mkt Idx Tr	0.832%	1.922%	2,616,991	49,337	2024-03-31
Vanguard Extended Market Index Investor	1.093%	0.000%	2,303,750	0	2023-08-31
iShares Russell 2000 Value ETF	0.673%	-0.063%	2,116,511	-1,342	2024-03-28
Fidelity Small Cap Index	0.660%	0.000%	2,077,251	0	2024-01-31
Fidelity® Small Cap Index	0.671%	7.834%	1,750,832	127,199	2023-10-31
Schwab US Small-Cap ETF™	0.414%	0.000%	1,303,285	0	2024-03-29
Fidelity Extended Market Index	0.389%	-0.482%	1,222,695	-5,924	2024-02-29
Vanguard Consumer Discretionary ETF	0.382%	-0.203%	1,200,114	-2,436	2024-03-31
First Trust NASDAQ® Cln Edge® GrnEngyETF	0.533%	-0.170%	1,122,787	-1,916	2023-08-31
iShares Russell 2000 Growth ETF	0.579%	-0.361%	1,079,087	-3,909	2023-06-21
State St Russell Sm/Mid Cp® Indx NL Cl C	0.342%	0.000%	1,076,240	0	2024-03-31
DWS IME-All Cap Tax Advantaged	0.276%	41.806%	868,089	255,921	2023-12-31
Vanguard Russell 2000 ETF	0.272%	13.399%	855,995	101,143	2024-03-31
Direxion Moonshot Innovators ETF	0.302%	0.000%	787,921	0	2023-11-30
SPDR® S&P Kensho Smart Mobility ETF	0.289%	-0.679%	752,817	-5,148	2023-11-30
BlackRock Extended Equity Market K	0.238%	0.000%	747,971	747,971	2024-03-31
Fidelity® Extended Market Index	0.283%	26.290%	737,028	153,428	2023-11-30
SPDR® Russell 2000 US Small Cap ETF	0.234%	5.286%	735,896	36,946	2024-03-31
ALPS Clean Energy ETF	0.388%	0.000%	723,116	0	2023-05-31
Swedbank Robur Access Edge Global A	0.228%	38.975%	715,920	200,778	2024-03-31
iShares Self-Driving EV and Tech ETF	0.369%	0.000%	688,683	0	2023-05-31
NT R2000 Index Fund - NL	0.213%	39.849%	668,820	190,575	2023-12-31
State St Russell Sm Cap® Indx NL Cl C	0.309%	0.000%	656,538	0	2023-09-30
State St Russell Sm Cap® Indx SL Cl I	0.209%	0.000%	656,538	0	2024-03-31
NT R2000 Value Index Fund - NL	0.205%	42.040%	646,318	191,292	2023-12-31
MUAM Electric Vehicle rela Stock Idx MF	0.189%	155.028%	593,800	360,963	2023-08-17
Swedbank Robur Access Edge USA A	0.183%	632.515%	576,460	497,764	2024-03-31
NT R2000 Index Fund - DC - NL - 2	0.167%	39.311%	526,702	148,626	2023-12-31
Swiss Life (LUX) Eq Clmt Imp G CHF Cap	0.306%	0.000%	522,504	0	2023-02-28
Fidelity® NASDAQ Composite Index®	0.195%	0.000%	508,181	0	2023-10-31
Fidelity Nasdaq Composite Index	0.178%	0.000%	508,181	0	2024-01-31
Schwab Small Cap Index	0.175%	0.000%	500,432	0	2024-02-29
Vanguard Explorer Inv	0.258%	0.000%	481,001	0	2023-03-31
iShares Micro-Cap ETF	0.175%	0.000%	455,964	0	2023-12-29
NT R2000 Growth Index Fund - NL	0.230%	5.814%	429,280	23,585	2023-03-31
BlackRock Extended Mkt Composite	0.185%	0.816%	393,351	3,184	2023-09-30
Avantis® U.S. Small Cap Value ETF	0.222%	0.000%	363,860	0	2022-11-30