WKHS — WORKHORSE GROUP INC
Reported value held$2.59M
Funds holding (latest)32
SectorIndustrials
Funds holding (Q2 2026)7
Institutional value$329.13K · 107.21K sh
New / Add / Cut / Exit2 / 3 / 2 / 3
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change
Accumulating +5.2%
(+5.33K sh)
Institutional value change
Up +7.0%
As of Q2 2026, 7 SEC-registered investment managers reported holding WKHS (WORKHORSE GROUP INC) in their latest 13F filings, with a combined reported value of $329.13K across 107.21K shares. That is +5.2% by share count (+5.33K shares) versus the previous quarter, while reported value moved +7.0%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 3 added to existing stakes, 2 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
WKHS is classified in the Industrials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 47.62K | $146.19K | 0.00% | Add |
| Geode Capital Management history | 46.20K | $141.85K | 0.00% | Reduce |
| Northern Trust Corp history | 11.76K | $36.10K | 0.00% | New |
| UBS Group AG history | 1.47K | $4.52K | 0.00% | Add |
| Morgan Stanley history | 127 | $392 | 0.00% | Add |
| Wells Fargo & Co history | 27 | $83 | 0.00% | Reduce |
| JPMorgan Chase & Co history | 2 | $6 | 0.00% | New |
Q1 2026 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Geode Capital Management history | 50.73K | $153.22K | 0.00% | Add |
| BlackRock Inc history | 32.23K | $97.35K | 0.00% | Hold |
| Millennium Management history | 18.81K | $56.82K | 0.00% | New |
| Morgan Stanley history | 43 | $131 | 0.00% | Reduce |
| Wells Fargo & Co history | 28 | $84 | 0.00% | Reduce |
| UBS Group AG history | 16 | $48 | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 4 | $11 | 0.00% | Add |
| Citigroup Inc history | 1 | $3 | 0.00% | Hold |
Q4 2025 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 32.24K | $164.11K | 0.00% | Add |
| Vanguard Group history | 19.97K | $101.64K | 0.00% | Reduce |
| Geode Capital Management history | 16.95K | $86.29K | 0.00% | Reduce |
| UBS Group AG history | 7.60K | $38.70K | 0.00% | Reduce |
| Morgan Stanley history | 50 | $254 | 0.00% | Reduce |
| Bank of America Corp history | 31 | $159 | 0.00% | Reduce |
| Wells Fargo & Co history | 30 | $153 | 0.00% | Reduce |
| JPMorgan Chase & Co history | 18 | $92 | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 1 | $5 | 0.00% | New |
| Citigroup Inc history | 1 | $5 | 0.00% | Reduce |
Q3 2025 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Renaissance Technologies history | 270.50K | $297.55K | 0.00% | New |
| Vanguard Group history | 134.70K | $148.17K | 0.00% | Add |
| Geode Capital Management history | 123.56K | $135.92K | 0.00% | Add |
| UBS Group AG history | 36.13K | $39.75K | 0.00% | Reduce |
| BlackRock Inc history | 16.33K | $17.97K | 0.00% | Add |
| Northern Trust Corp history | 13.55K | $14.90K | 0.00% | New |
| Citadel Advisors history | 10.11K | $11.12K | 0.00% | Reduce |
| Morgan Stanley history | 4.98K | $5.47K | 0.00% | Add |
| Wells Fargo & Co history | 204 | $225 | 0.00% | Reduce |
| Bank of America Corp history | 201 | $221 | 0.00% | Hold |
| Citigroup Inc history | 25 | $28 | 0.00% | Hold |
| JPMorgan Chase & Co history | 18 | $20 | 0.00% | Hold |
Q2 2025 — 18 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 368.57K | $405.43K | 0.00% | Add |
| Geode Capital Management history | 44.68K | $49.16K | 0.00% | Add |
| BlackRock Inc history | 16.21K | $17.84K | 0.00% | Hold |
| BlackRock Inc history | 16.21K | $17.84K | 0.00% | Hold |
| Two Sigma Investments history | 14.47K | $15.91K | 0.00% | New |
| Two Sigma Investments history | 14.47K | $15.91K | 0.00% | New |
| Citadel Advisors history | 11.62K | $12.78K | 0.00% | Reduce |
| Citadel Advisors history | 11.62K | $12.78K | 0.00% | Reduce |
| Vanguard Group history | 10.68K | $11.75K | 0.00% | Reduce |
| Morgan Stanley history | 2.34K | $2.57K | 0.00% | Reduce |
| Morgan Stanley history | 2.34K | $2.57K | 0.00% | Reduce |
| Wells Fargo & Co history | 210 | $231 | 0.00% | Add |
| Bank of America Corp history | 201 | $221 | 0.00% | Add |
| Citigroup Inc history | 25 | $28 | 0.00% | Reduce |
| JPMorgan Chase & Co history | 18 | $20 | 0.00% | Reduce |
| JPMorgan Chase & Co history | 18 | $20 | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 3 | $3 | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 3 | $3 | 0.00% | Reduce |
Q1 2025 — 16 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 69.58K | $128.03K | 0.00% | Add |
| Vanguard Group history | 55.61K | $102.33K | 0.00% | Reduce |
| Geode Capital Management history | 33.61K | $61.85K | 0.00% | Reduce |
| Citadel Advisors history | 25.99K | $47.83K | 0.00% | Reduce |
| Citadel Advisors history | 25.99K | $47.83K | 0.00% | Reduce |
| BlackRock Inc history | 16.22K | $29.84K | 0.00% | Reduce |
| BlackRock Inc history | 16.22K | $29.84K | 0.00% | Reduce |
| Morgan Stanley history | 3.18K | $5.86K | 0.00% | Reduce |
| Morgan Stanley history | 3.18K | $5.86K | 0.00% | Reduce |
| Wells Fargo & Co history | 192 | $354 | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 166 | $305 | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 166 | $305 | 0.00% | Add |
| Bank of America Corp history | 40 | $75 | 0.00% | Reduce |
| JPMorgan Chase & Co history | 32 | $59 | 0.00% | Reduce |
| JPMorgan Chase & Co history | 32 | $59 | 0.00% | Reduce |
| Citigroup Inc history | 26 | $48 | 0.00% | Reduce |
New Positions (Q2 2026)
- Northern Trust Corp 11.76K sh · $36.10K
- JPMorgan Chase & Co 2 sh · $6
Fully Exited (vs previous quarter)
- Millennium Management sold 18.81K sh · $56.82K
- Fidelity Management & Research (FMR) sold 4 sh · $11
- Citigroup Inc sold 1 sh · $3
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 47.62K | 32.23K | 32.24K | 16.33K | 16.21K | 16.22K | 202.81K | 202.87K | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 46.20K | 50.73K | 16.95K | 123.56K | 44.68K | 33.61K | 332.56K | 283.27K | 160.12K | 5.55M | 4.87M | 4.24M | 3.56M | 3.30M | 3.22M | 2.79M | 2.57M | 2.80M | 2.17M | 1.79M |
| Northern Trust Corp | 11.76K | — | — | 13.55K | — | — | 27.80K | 27.34K | 93.06K | 1.94M | 1.86M | 1.51M | 1.38M | 1.61M | 1.54M | 1.47M | 1.45M | 1.45M | 1.21M | 1.20M |
| UBS Group AG | 1.47K | 16 | 7.60K | 36.13K | 368.57K | 69.58K | 17.85K | 651 | 36.88K | 245.43K | 181.10K | 118.14K | 96.33K | 38.00K | 22.99K | 20.42K | 24.41K | 26.08K | 71.91K | 53.53K |
| Morgan Stanley | 127 | 43 | 50 | 4.98K | 2.34K | 3.18K | 27.57K | 100.88K | 43.39K | 850.17K | 1.56M | 792.25K | 1.00M | 1.40M | 1.04M | 699.04K | 605.79K | 450.99K | 625.02K | 742.99K |
| Wells Fargo & Co | 27 | 28 | 30 | 204 | 210 | 192 | 2.44K | 2.18K | 1.88K | 157.82K | 139.89K | 100.90K | 327.31K | 366.00K | 371.74K | 439.31K | 458.11K | 538.11K | 526.00K | 508.22K |
| JPMorgan Chase & Co | 2 | — | 18 | 18 | 18 | 32 | 216 | 5.45K | 3.75K | 87.79K | 599.78K | 132.38K | 613.88K | 1.22K | 87.99K | 84.51K | 80.29K | 114.83K | 34.10K | 34.10K |
| Citadel Advisors | — | — | — | 10.11K | 11.62K | 25.99K | 539.64K | 179.88K | 39.13K | 443.25K | 758.40K | 562.07K | 606.67K | 849.68K | 1.59M | 636.17K | 722.57K | 1.06M | 1.84M | 2.55M |
| Fidelity Management & Research (FMR) | — | 4 | 1 | — | 3 | 166 | 10 | 1.06K | 7.67K | 153.23K | 20.61K | 49.49K | 5.82K | 18.17K | 6.82K | 6.25K | 5.54K | 4.18K | 65 | 328 |
| Renaissance Technologies | — | — | — | 270.50K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Two Sigma Investments | — | — | — | — | 14.47K | — | — | — | — | — | — | — | — | — | 450.65K | — | 753.64K | 1.12M | 1.34M | 411.10K |
| Bank of America Corp | — | — | 31 | 201 | 201 | 40 | 1.35K | 1.52K | 11.25K | 127.62K | 245.94K | 222.47K | 195.71K | 283.12K | 495.61K | 612.22K | 298.10K | 351.54K | 150.85K | 1.77M |
| Citigroup Inc | — | 1 | 1 | 25 | 25 | 26 | 599 | 599 | 1.57K | 43.05K | 53.80K | 56.88K | 107.91K | 40.23K | 40.95K | 45.37K | 54.26K | 50.79K | 81.95K | 53.53K |
| Millennium Management | — | 18.81K | — | — | — | — | — | — | — | — | 261.22K | 252.21K | 960.25K | 1.16M | 676.04K | 65.28K | 28.18K | 1.03M | 176.00K | 181.07K |
| Vanguard Group | — | — | 19.97K | 134.70K | 10.68K | 55.61K | 695.13K | 695.13K | 553.13K | 10.32M | 9.87M | 9.42M | 8.71M | 9.02M | 8.86M | 8.63M | 8.02M | 6.98M | 6.63M | 5.63M |
| Point72 Asset Management | — | — | — | — | — | — | — | — | — | — | — | — | 124.78K | 52.22K | — | — | — | — | — | — |
| Goldman Sachs Group | — | — | — | — | — | — | — | — | — | 301.87K | 400.14K | 219.43K | 250.70K | 232.21K | 286.97K | 699.10K | 414.26K | 206.23K | 2.40M | 3.54M |
| Deutsche Bank AG | — | — | — | — | — | — | — | — | — | 1.13M | 874.24K | 769.09K | 679.15K | 123.47K | 93.44K | 117.43K | 135.94K | 91.64K | 80.28K | 75.01K |
| Amundi US | — | — | — | — | — | — | — | — | — | 238.20K | 238.20K | — | — | 14.47K | 14.47K | 14.47K | — | — | — | — |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | 62.04K | 102.61K | 33.76K | 23.05K | — | — | — | — | 76.87K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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