Institutional Ownership Workiva Inc (WK)
This table provides information about the institutional ownership of Workiva Inc (WK). We have compiled data on the 340 institutions that hold shares in the stock, with a total of 43.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.76 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
3,038
shares
|
$256,498
0.01% of portfolio
|
Q4 2024
Reduced 24.31%
|
|
Capital Wealth Planning, LLC
|
Feb 05, 2025 Q4 2024 |
3,000
shares
|
$253,290
0.0% of portfolio
|
Q4 2024
New holding
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
2,969
shares
|
$250,672
0.0% of portfolio
|
Q4 2024
Added 8.79%
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,952
shares
|
$249,237
0.0% of portfolio
|
Q4 2024
Reduced 20.73%
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
2,944
shares
|
$248,561
0.45% of portfolio
|
Q1 2024
Reduced 8.0%
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
2,906
shares
|
$245,353
0.03% of portfolio
|
Q4 2024
Reduced 6.86%
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
2,795
shares
|
$235,981
0.04% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
2,774
shares
|
$234,208
0.04% of portfolio
|
Q4 2024
Reduced 9.85%
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
2,744
shares
|
$231,675
0.0% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
2,737
shares
|
$231,084
0.14% of portfolio
|
Q3 2024
Reduced 12.47%
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
2,662
shares
|
$224,752
0.01% of portfolio
|
Q4 2024
New holding
|
|
Aton Ra Partners
Geneva, V8 |
Feb 05, 2024 Q4 2023 |
2,618
shares
|
$221,037
0.53% of portfolio
|
Q4 2023
Reduced 13.28%
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
Feb 10, 2025 Q4 2024 |
2,600
shares
|
$219,518
0.0% of portfolio
|
Q4 2024
New holding
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
2,547
shares
|
$215,043
0.01% of portfolio
|
Q4 2024
New holding
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
2,454
shares
|
$207,191
0.0% of portfolio
|
Q4 2022
Reduced 32.36%
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
2,429
shares
|
$205,080
0.0% of portfolio
|
Q4 2024
Added 0.75%
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
2,427
shares
|
$204,911
0.01% of portfolio
|
Q4 2024
Reduced 47.87%
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Feb 12, 2025 Q4 2024 |
2,390
shares
|
$201,787
0.0% of portfolio
|
Q4 2024
Added 21.5%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,347
shares
|
$198,157
0.0% of portfolio
|
Q2 2024
Added 8.26%
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
2,300
shares
|
$194,189
0.02% of portfolio
|
Q4 2024
New holding
|
|
Nomura Holdings Inc
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
2,279
shares
|
$192,415
0.0% of portfolio
|
Q4 2024
New holding
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
2,192
shares
|
$185,070
0.0% of portfolio
|
Q4 2024
New holding
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
2,162
shares
|
$182,537
0.0% of portfolio
|
Q4 2024
New holding
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Feb 14, 2025 Q4 2024 |
2,125
shares
|
$179,413
0.02% of portfolio
|
Q4 2024
New holding
|
|
Legato Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
2,064
shares
|
$174,263
0.03% of portfolio
|
Q4 2024
New holding
|