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Willdan Group Ownership | Who Owns Willdan Group?

OverviewForecastRevenueFinancialsChartTranscripts

Willdan Group Ownership Summary

Willdan Group is owned by 76.25% institutional investors, 6.61% insiders, and 17.13% retail investors. Amundi is the largest institutional shareholder, holding 11.96% of WLDN shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.95% of its assets in Willdan Group shares.

WLDN Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockWilldan Group76.25%6.61%17.13%
SectorIndustrials Stocks 61.06%10.27%28.67%
IndustryEngineering & Construction Stocks List71.65%7.98%20.37%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Amundi1.63M11.96%$46.90M
Forager capital management1.44M10.61%$41.66M
Blackrock918.36K6.75%$26.49M
Vanguard group658.06K4.84%$18.99M
Swedbank ab435.60K3.20%$12.57M
Handelsbanken fonder ab407.72K3.00%$11.76M
Rice hall james & associates355.55K2.61%$10.26M
Summit creek advisors355.19K2.61%$10.25M
Dimensional fund advisors lp324.14K2.38%$9.35M
Geode capital management293.28K2.16%$8.46M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Forager capital management1.44M17.84%$41.66M
Rock point advisors274.93K2.38%$7.93M
Redwood grove capital178.51K1.61%$5.15M
Bard associates137.50K1.52%$3.97M
Summit creek advisors355.19K1.40%$10.25M
Essex investment management155.22K0.84%$4.48M
Wulff, hansen23.16K0.66%$668.31K
Rice hall james & associates355.55K0.62%$10.26M
Teton advisors42.00K0.51%$1.21M
Rbf capital188.56K0.31%$5.44M

Top Buyers

HolderShares% AssetsChange
Oberweis asset management inc/79.10K0.14%79.10K
Morgan stanley104.81K0.00%69.37K
Acadian asset management55.14K0.00%52.39K
Renaissance55.43K0.00%42.83K
Millennium management104.26K0.00%42.53K

Top Sellers

HolderShares% AssetsChange
Forager capital management1.44M17.84%-456.06K
Amundi1.63M0.02%-126.28K
Kennedy capital management57.07K0.04%-54.09K
Rock point advisors274.93K2.38%-42.76K
Toroso investments---42.75K

New Positions

HolderShares% AssetsChangeValue
Oberweis asset management inc/79.10K0.14%79.10K$2.28M
Aqr capital management37.98K0.00%37.98K$1.10M
Dekabank deutsche girozentrale25.00K0.00%25.00K$707.00K
Iq eq fund management (ireland)18.46K0.06%18.46K$532.72K
American century companies12.50K0.00%12.50K$360.65K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-1.00
Newedge advisors-201.00
Point72 (difc)-233.00
Simplex trading-455.00
Geneos wealth management-600.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20241137.62%10,374,414-0.13%761.31%6629.41%27-6.90%
Mar 31, 202410517.98%10,387,4984.48%761.39%5145.71%29-3.33%
Dec 31, 202389-1.11%9,942,433-0.04%741.36%35-5.41%307.14%
Sep 30, 2023908.43%9,946,340-0.83%731.31%372.78%283.70%
Jun 30, 2023835.06%10,029,908-1.53%751.27%36-5.26%2728.57%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv413.22K2.95%-
Handelsbanken Hållbar Energi (A1 SEK)407.72K2.89%-
Swedbank Robur Transition Energy A354.40K2.51%-14.80K
iShares Russell 2000 ETF327.15K2.32%-742.00
KBI Global Energy Transition A EUR322.16K2.30%-95.05K
KBI Glb Sust Infras D EUR Acc282.44K2.02%-168.17K
Summit Creek Small Cap Growth212.91K1.52%12.50K
Summit Creek SMid Cap Growth200.41K1.43%-
Vanguard Institutional Extnd Mkt Idx Tr195.71K1.40%3.14K
Fidelity Small Cap Index129.04K0.92%-4.18K

Recent Insider Transactions

DateNameRoleActivityValue
Nov 11, 2024BIEBER MICHAEL A PRESIDENT AND CEOSell$496.34K
Nov 06, 2024BIEBER MICHAEL A PRESIDENT AND CEOSell$82.73K
Aug 12, 2024BIEBER MICHAEL A PRESIDENT AND CEOSell$27.34K
Aug 09, 2024BIEBER MICHAEL A PRESIDENT AND CEOSell$334.84K
Aug 08, 2024BIEBER MICHAEL A PRESIDENT AND CEOSell$374.25K

Insider Transactions Trends

DateBuySell
2024 Q4-2
2024 Q3-8
2024 Q2-39
2024 Q1-3
2023 Q3121

WLDN Ownership FAQ

Who Owns Willdan Group?

Willdan Group shareholders are primarily institutional investors at 76.25%, followed by 6.61% insiders and 17.14% retail investors. The average institutional ownership in Willdan Group's industry, Engineering & Construction Stocks List, is 71.65%, which Willdan Group exceeds.

Who owns the most shares of Willdan Group?

Willdan Group’s largest shareholders are Amundi (1.63M shares, 11.96%), Forager capital management (1.44M shares, 10.61%), and Blackrock (918.36K shares, 6.75%). Together, they hold 29.32% of Willdan Group’s total shares outstanding.

Does Blackrock own Willdan Group?

Yes, BlackRock owns 6.75% of Willdan Group, totaling 918.36K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 26.49M$. In the last quarter, BlackRock increased its holdings by 36.9K shares, a 4.19% change.

Who is Willdan Group’s biggest shareholder by percentage of total assets invested?

Forager capital management is Willdan Group’s biggest shareholder by percentage of total assets invested, with 17.84% of its assets in 1.44M Willdan Group shares, valued at 41.66M$.

Who is the top mutual fund holder of Willdan Group shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Willdan Group shares, with 2.95% of its total shares outstanding invested in 413.22K Willdan Group shares.

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