Institutional Ownership Workiva Inc (WK)
This table provides information about the institutional ownership of Workiva Inc (WK). We have compiled data on the 353 institutions that hold shares in the stock, with a total of 43.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
28
shares
|
$2,007
0.0% of portfolio
|
Q1 2025
Reduced 31.71%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
26
shares
|
$1,864
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
22
shares
|
$1,577
0.0% of portfolio
|
Q3 2024
Reduced 21.43%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
21
shares
|
$1,505
0.0% of portfolio
|
Q2 2025
Reduced 32.26%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
20
shares
|
$1,434
0.0% of portfolio
|
Q2 2025
Reduced 42.86%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
20
shares
|
$1,434
0.0% of portfolio
|
Q3 2024
Reduced 97.22%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
17
shares
|
$1,219
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
15
shares
|
$1,075
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
15
shares
|
$1,075
0.0% of portfolio
|
Q4 2022
Reduced 64.29%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
14
shares
|
$1,003
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
12
shares
|
$860
0.0% of portfolio
|
Q2 2024
Reduced 84.21%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
9
shares
|
$645
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
9
shares
|
$645
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
8
shares
|
$573
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
8
shares
|
$573
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
8
shares
|
$573
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
8
shares
|
$573
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
5
shares
|
$358
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
5
shares
|
$358
0.0% of portfolio
|
Q4 2024
Reduced 75.0%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
5
shares
|
$358
0.0% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
2
shares
|
$143
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
1
shares
|
$71
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|