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 |
|---|---|---|---|---|---|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
42
shares
|
$3,286
0.0% of portfolio
|
Q2 2025
Reduced 17.65%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
37
shares
|
$2,895
0.0% of portfolio
|
Q4 2024
Added 54.17%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
36
shares
|
$2,817
0.0% of portfolio
|
Q2 2025
Added 620.0%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
35
shares
|
$2,739
0.0% of portfolio
|
Q2 2025
Added 9.38%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
33
shares
|
$2,582
0.0% of portfolio
|
Q2 2025
Reduced 70.54%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
32
shares
|
$2,504
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
32
shares
|
$2,504
0.0% of portfolio
|
Q2 2025
Added 60.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
32
shares
|
$2,504
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
29
shares
|
$2,269
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
28
shares
|
$2,191
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
23
shares
|
$1,799
0.0% of portfolio
|
Q2 2025
Added 91.67%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
21
shares
|
$1,643
0.0% of portfolio
|
Q2 2025
Reduced 32.26%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
21
shares
|
$1,643
0.0% of portfolio
|
Q2 2025
Added 320.0%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
21
shares
|
$1,643
0.0% of portfolio
|
Q2 2025
Reduced 99.22%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
20
shares
|
$1,565
0.0% of portfolio
|
Q2 2025
Reduced 42.86%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
16
shares
|
$1,252
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
14
shares
|
$1,095
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
9
shares
|
$704
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
8
shares
|
$626
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
8
shares
|
$626
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
5
shares
|
$391
0.0% of portfolio
|
Q2 2025
Reduced 99.98%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
5
shares
|
$391
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
4
shares
|
$313
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
3
shares
|
$234
0.0% of portfolio
|
Q2 2025
Reduced 80.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
3
shares
|
$234
0.0% of portfolio
|
Q2 2025
Reduced 62.5%
|