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 |
|---|---|---|---|---|---|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
2,030
shares
|
$171,392
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
2,021
shares
|
$170,633
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
2,000
shares
|
$168,860
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
2,000
shares
|
$168,860
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kbc Group Nv
|
Jan 22, 2025 Q4 2024 |
1,970
shares
|
$166,327
0.0% of portfolio
|
Q4 2024
Added 24.68%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
1,936
shares
|
$163,456
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
1,928
shares
|
$162,781
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
1,857
shares
|
$156,786
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
1,814
shares
|
$153,156
0.03% of portfolio
|
Q4 2024
Added 6.21%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Feb 14, 2025 Q4 2024 |
1,779
shares
|
$150,200
0.01% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Amalgamated Bank
New York, NY |
Feb 04, 2025 Q4 2024 |
1,746
shares
|
$147,414
0.0% of portfolio
|
Q2 2024
Added 2.89%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
1,689
shares
|
$142,602
0.0% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,452
shares
|
$122,592
0.0% of portfolio
|
Q4 2024
Added 8.68%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,158
shares
|
$97,769
0.0% of portfolio
|
Q4 2024
Added 56.06%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,070
shares
|
$90,340
0.02% of portfolio
|
Q1 2024
Reduced 0.47%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
1,068
shares
|
$90,171
0.0% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
900
shares
|
$75,987
0.01% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
885
shares
|
$74,720
0.01% of portfolio
|
Q4 2024
Added 14650.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
797
shares
|
$67,290
0.0% of portfolio
|
Q4 2024
Reduced 87.45%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
796
shares
|
$67,206
0.03% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
717
shares
|
$60,536
0.02% of portfolio
|
Q4 2024
Reduced 7.48%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
653
shares
|
$55,132
0.0% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
622
shares
|
$52,515
0.0% of portfolio
|
Q4 2024
Added 3010.0%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
599
shares
|
$50,573
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
500
shares
|
$42,215
0.02% of portfolio
|
Q1 2023
New holding
|