Workhorse Group Inc.: which funds bought and sold
Institutions that bought and sold Workhorse Group shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 18 institutions that filed 13F reports for both quarters added to or opened positions in Workhorse Group, and 20 cut or closed them. Together they added a net 271K shares, +129.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 19K shares (−100.0%); index fund managers were net buyers of 256K shares (+143.1%). 8 opened a new position and 10 sold out entirely.
Bought, Q2 2026 18 institutions, 8 of them new holders Sold, Q2 2026 20 institutions, 10 of them sold out
Net change, all compared +271K shares (+129.5%)
Net change, active managers −19K shares (−100.0%), 0 bought, 2 sold
Buyers versus sellers
18 bought 32 20 sold
Active managers and hedge funds 0 bought · 2 sold · −19K
Index fund managers 4 bought · 1 sold · +256K
Other institutions 14 bought · 17 sold · +33K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Vanguard Capital Management LLC Index funds | +217K +256.9% | 301K | $924,785 |
| J. Safra Sarasin Holding AG | +31K New position | 31K | $96,537 |
| Vanguard Fiduciary Trust Co Index funds | +17K +143.9% | 28K | $87,010 |
| Blackrock, Inc. Index funds | +15K +47.7% | 48K | $146,187 |
| Northern Trust Corp Index funds | +12K New position | 12K | $36,103 |
| HRT Financial LP | +11K New position | 11K | $32,000 |
| UBS Group AG | +1,455 +9093.8% | 1,471 | $4,516 |
| Tower Research Capital LLC (TRC) | +357 New position | 357 | $1,096 |
| Mcf Advisors LLC | +84 +8400.0% | 85 | $261 |
| Morgan Stanley | +84 +195.3% | 127 | $392 |
| Caitong International Asset Management Co., Ltd | +44 New position | 44 | $135 |
| Integrated Wealth Concepts LLC | +4 New position | 4 | $12 |
| Rockefeller Capital Management L.P. | +2 +100.0% | 4 | $12 |
| Activest Wealth Management | +1 +100.0% | 2 | $6 |
| Allworth Financial LP | +1 +25.0% | 5 | $16 |
| Ameritas Advisory Services, LLC | +1 New position | 1 | $3 |
| Steward Partners Investment Advisory, LLC | +1 +50.0% | 3 | $9 |
| Valley National Advisers Inc | +1 New position | 1 | $4 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| None of the active managers on our list. | |||
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Millennium Management LLC Hedge fund | −19K Sold out | 0 | — |
| Xtx Topco Ltd | −11K Sold out | 0 | — |
| Geode Capital Management, LLC Index funds | −4,530 −8.9% | 46K | $141,846 |
| Jpmorgan Chase & Co | −16 −88.9% | 2 | $6 |
| Osaic Holdings, Inc. | −5 −11.6% | 38 | $114 |
| FMR LLC Active manager | −4 Sold out | 0 | — |
| Mai Capital Management | −4 Sold out | 0 | — |
| Advisory Services Network, LLC | −3 Sold out | 0 | — |
| Jones Financial Companies LLLP | −3 −13.6% | 19 | $57 |
| Sound Income Strategies, LLC | −3 Sold out | 0 | — |
| Farther Finance Advisors, LLC | −2 −40.0% | 3 | $9 |
| Northwestern Mutual Wealth Management Co | −2 −40.0% | 3 | $9 |
| Citigroup Inc | −1 Sold out | 0 | — |
| Group One Trading LLC | −1 −0.7% | 141 | $433 |
| Legacy Wealth Managment, LLC | −1 Sold out | 0 | — |
| Mbm Wealth Consultants, LLC | −1 Sold out | 0 | — |
| Quadrant Capital Group LLC | −1 Sold out | 0 | — |
| Signaturefd, LLC | −1 −50.0% | 1 | $3 |
| Us Bancorp | −1 −50.0% | 1 | $3 |
| Wells Fargo & Company | −1 −3.6% | 27 | $83 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Millennium Management LLC Hedge fund | −19K Sold out | 0 | — |
| FMR LLC Active manager | −4 Sold out | 0 | — |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| J. Safra Sarasin Holding AG | 31K | $96,537 |
| Northern Trust CorpIndex funds | 12K | $36,103 |
| HRT Financial LP | 11K | $32,000 |
| Tower Research Capital LLC (TRC) | 357 | $1,096 |
| Caitong International Asset Management Co., Ltd | 44 | $135 |
| Integrated Wealth Concepts LLC | 4 | $12 |
| Valley National Advisers Inc | 1 | $4 |
| Ameritas Advisory Services, LLC | 1 | $3 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Millennium Management LLCHedge fund | 19K | $56,818 |
| Xtx Topco Ltd | 11K | $32,269 |
| Mai Capital Management | 4 | $13 |
| FMR LLCActive manager | 4 | $11 |
| Advisory Services Network, LLC | 3 | $9 |
| Sound Income Strategies, LLC | 3 | $8 |
| Legacy Wealth Managment, LLC | 1 | $4 |
| Quadrant Capital Group LLC | 1 | $4 |
| Citigroup Inc | 1 | $3 |
| Mbm Wealth Consultants, LLC | 1 | $3 |
Who holds the shares
- Institutions reporting
- 63
- Ten largest holders
- 99.9% of 13F-reported shares
- Index fund managers
- 90.7% of 13F-reported shares
- Active managers and hedge funds
- 0.0% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 0 | 2 | 0 | 2 | −19K | −100.0% |
| Index fund managers | 4 | 1 | 1 | 0 | +256K | +143.1% |
| Other institutions | 14 | 17 | 7 | 8 | +33K | +299.3% |