Institutional Ownership Workiva Inc (WK)
This table provides information about the institutional ownership of Workiva Inc (WK). We have compiled data on the 347 institutions that hold shares in the stock, with a total of 41.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
2,454
shares
|
$162,577
0.0% of portfolio
|
Q4 2022
Reduced 32.36%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
2,429
shares
|
$160,921
0.0% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,347
shares
|
$155,488
0.0% of portfolio
|
Q2 2024
Added 8.26%
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
2,342
shares
|
$155,157
0.0% of portfolio
|
Q1 2025
Added 18.88%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
2,300
shares
|
$152,375
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
2,279
shares
|
$150,983
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
2,256
shares
|
$149,460
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
2,192
shares
|
$145,220
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
2,149
shares
|
$142,371
0.0% of portfolio
|
Q1 2025
Reduced 10.08%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Feb 14, 2025 Q4 2024 |
2,125
shares
|
$140,781
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
1,936
shares
|
$128,260
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,857
shares
|
$123,026
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
1,814
shares
|
$120,177
0.03% of portfolio
|
Q4 2024
Added 6.21%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Feb 14, 2025 Q4 2024 |
1,779
shares
|
$117,858
0.01% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
1,752
shares
|
$116,070
0.0% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
1,688
shares
|
$111,830
0.0% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
1,393
shares
|
$92,286
0.0% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,070
shares
|
$70,887
0.01% of portfolio
|
Q1 2024
Reduced 0.47%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
1,068
shares
|
$70,755
0.0% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
900
shares
|
$59,625
0.01% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
839
shares
|
$55,583
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
797
shares
|
$52,801
0.0% of portfolio
|
Q4 2024
Reduced 87.45%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
796
shares
|
$52,735
0.02% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
717
shares
|
$47,501
0.02% of portfolio
|
Q4 2024
Reduced 7.48%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
703
shares
|
$46,573
0.02% of portfolio
|
Q1 2025
New holding
|