Institutional Ownership Workiva Inc (WK)
This table provides information about the institutional ownership of Workiva Inc (WK). We have compiled data on the 343 institutions that hold shares in the stock, with a total of 42.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
86
shares
|
$5,697
0.0% of portfolio
|
Q1 2025
Reduced 90.28%
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
71
shares
|
$4,703
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
71
shares
|
$4,703
0.0% of portfolio
|
Q1 2025
Added 491.67%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
68
shares
|
$4,505
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
65
shares
|
$4,306
0.0% of portfolio
|
Q1 2025
Added 18.18%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
62
shares
|
$4,107
0.0% of portfolio
|
Q1 2025
Added 3000.0%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
56
shares
|
$3,710
0.0% of portfolio
|
Q1 2025
Added 166.67%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
51
shares
|
$3,378
0.0% of portfolio
|
Q1 2025
Added 21.43%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
50
shares
|
$3,312
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
46
shares
|
$3,047
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
44
shares
|
$2,915
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
44
shares
|
$2,915
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
44
shares
|
$2,915
0.0% of portfolio
|
Q3 2024
Reduced 30.16%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
43
shares
|
$2,848
0.0% of portfolio
|
Q1 2024
Reduced 74.56%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
37
shares
|
$2,451
0.0% of portfolio
|
Q4 2024
Added 54.17%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
35
shares
|
$2,318
0.0% of portfolio
|
Q3 2024
Added 133.33%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
32
shares
|
$2,120
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
32
shares
|
$2,120
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
32
shares
|
$2,120
0.0% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
31
shares
|
$2,053
0.0% of portfolio
|
Q1 2025
Added 416.67%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
28
shares
|
$1,855
0.0% of portfolio
|
Q1 2025
Reduced 31.71%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
26
shares
|
$1,722
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
24
shares
|
$1,590
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
22
shares
|
$1,457
0.0% of portfolio
|
Q3 2024
Reduced 21.43%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
20
shares
|
$1,325
0.0% of portfolio
|
Q3 2024
Reduced 97.22%
|