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 |
|---|---|---|---|---|---|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
50
shares
|
$4,221
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
46
shares
|
$3,883
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
46
shares
|
$3,883
0.0% of portfolio
|
Q3 2024
Reduced 73.86%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
44
shares
|
$3,714
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
44
shares
|
$3,714
0.0% of portfolio
|
Q3 2024
Reduced 30.16%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
43
shares
|
$3,630
0.0% of portfolio
|
Q1 2024
Reduced 74.56%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
42
shares
|
$3,546
0.0% of portfolio
|
Q2 2024
Reduced 67.69%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
41
shares
|
$3,461
0.0% of portfolio
|
Q3 2024
Reduced 49.38%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
37
shares
|
$3,123
0.0% of portfolio
|
Q4 2024
Added 54.17%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
35
shares
|
$2,955
0.0% of portfolio
|
Q3 2024
Added 133.33%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
32
shares
|
$2,701
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
32
shares
|
$2,701
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
28
shares
|
$2,364
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
22
shares
|
$1,857
0.0% of portfolio
|
Q3 2024
Reduced 21.43%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
21
shares
|
$1,773
0.0% of portfolio
|
Q3 2024
Reduced 80.19%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
20
shares
|
$1,688
0.0% of portfolio
|
Q3 2024
Reduced 97.22%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
17
shares
|
$1,435
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
16
shares
|
$1,350
0.0% of portfolio
|
Q4 2024
Reduced 46.67%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
15
shares
|
$1,266
0.0% of portfolio
|
Q4 2022
Reduced 64.29%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
14
shares
|
$1,182
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
12
shares
|
$1,013
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
12
shares
|
$1,013
0.0% of portfolio
|
Q2 2024
Reduced 84.21%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
9
shares
|
$759
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
8
shares
|
$675
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
8
shares
|
$675
0.0% of portfolio
|
Q3 2023
New holding
|