Institutional Ownership Workiva Inc (WK)
This table provides information about the institutional ownership of Workiva Inc (WK). We have compiled data on the 339 institutions that hold shares in the stock, with a total of 45.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
2,061
shares
|
$161,293
0.0% of portfolio
|
Q2 2025
Reduced 14.8%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
1,857
shares
|
$145,328
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
1,752
shares
|
$137,111
0.0% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
1,536
shares
|
$120,207
0.0% of portfolio
|
Q2 2025
Reduced 9.91%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
1,489
shares
|
$116,529
0.0% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
1,425
shares
|
$111,520
0.0% of portfolio
|
Q2 2025
Reduced 39.15%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
1,346
shares
|
$105,337
0.01% of portfolio
|
Q2 2025
Reduced 28.78%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,135
shares
|
$88,825
0.0% of portfolio
|
Q2 2025
Reduced 32.76%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,070
shares
|
$83,738
0.01% of portfolio
|
Q1 2024
Reduced 0.47%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
1,022
shares
|
$79,981
0.0% of portfolio
|
Q2 2025
Reduced 10.27%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
969
shares
|
$75,833
0.02% of portfolio
|
Q2 2025
Added 35.15%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
934
shares
|
$73,094
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
836
shares
|
$65,425
0.0% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
796
shares
|
$62,294
0.01% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
740
shares
|
$57,912
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
703
shares
|
$55,016
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Aug 05, 2025 Q2 2025 |
605
shares
|
$47,347
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
567
shares
|
$44,373
0.0% of portfolio
|
Q1 2025
Added 109.23%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
509
shares
|
$39,834
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
500
shares
|
$39,130
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
497
shares
|
$38,895
0.0% of portfolio
|
Q2 2024
Reduced 3.12%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
480
shares
|
$37,564
0.0% of portfolio
|
Q2 2025
Reduced 94.61%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
444
shares
|
$34,747
0.0% of portfolio
|
Q2 2025
Reduced 31.16%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
412
shares
|
$32,243
0.0% of portfolio
|
Q2 2025
Added 836.36%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
378
shares
|
$29,582
0.0% of portfolio
|
Q2 2025
Reduced 8.03%
|