| 1.40% |
| 4 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 2.6M | $125.1M | +53.5% | 4.738% | 0.36% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2.3M | $110.9M | +1.3% | 4.203% | 0.00% |
| 6 | FMR LLC | 1.7M | $82.3M | -5.0% | 3.119% | 0.00% |
| 7 | STATE STREET CORP | 1.5M | $71.6M | +15.7% | 2.712% | 0.00% |
| 8 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.4M | $68.9M | +28.0% | 2.610% | 0.03% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1.3M | $62.8M | +5.5% | 2.378% | 0.00% |
| 10 | EDMOND DE ROTHSCHILD HOLDING S.A. | 1.3M | $61.5M | +3.8% | 2.330% | 0.81% |
| 11 | Squarepoint Ops LLC | 1.2M | $60.5M | +110.7% | 2.292% | 0.07% |
| 12 | FIRST TRUST ADVISORS LP | 1.1M | $54.6M | +30.5% | 2.070% | 0.03% |
| 13 | FULLER & THALER ASSET MANAGEMENT, INC. | 943K | $45.8M | +2.3% | 1.734% | 0.12% |
| 14 | Topline Capital Management, LLC | 871K | $42.3M | -17.1% | 1.601% | 10.96% |
| 15 | MAIRS & POWER INC | 829K | $40.2M | +15.9% | 1.524% | 0.37% |
| 16 | BANK OF AMERICA CORP /DE/ | 804K | $39.0M | +103.6% | 1.478% | 0.00% |
| 17 | UBS Group AG | 788K | $38.2M | -30.2% | 1.448% | 0.00% |
| 18 | AQR CAPITAL MANAGEMENT LLC | 713K | $34.6M | +112.1% | 1.311% | 0.01% |
| 19 | Qube Research & Technologies Ltd | 700K | $33.9M | +92.6% | 1.286% | 0.03% |
| 20 | GOLDMAN SACHS GROUP INC | 670K | $32.5M | -17.5% | 1.231% | 0.00% |
| 21 | Irenic Capital Management LP | 552K | $26.8M | 0.0% | 1.014% | 1.29% |
| 22 | NORTHERN TRUST CORP | 528K | $25.6M | +9.4% | 0.970% | 0.00% |
| 23 | MORGAN STANLEY | 527K | $25.5M | +74.2% | 0.968% | 0.00% |
| 24 | LOOMIS SAYLES & CO L P | 487K | $23.6M | -5.4% | 0.896% | 0.03% |
| 25 | Conestoga Capital Advisors, LLC | 467K | $22.7M | -38.0% | 0.859% | 0.49% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in WK — a direct measure of their conviction.
| 86.31% |
| 1.80 pp |
| $3.17B |
| 32% |
| Q4 2024 | 310 | +8.0% | 88.11% | +3.04 pp | $4.68B | +42% |
| Q3 2024 | 287 | — | 85.07% | — | $3.29B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
56 institutions opened new positions in WK during Q2 2026, while 69 fully exited. 73 added to existing positions and 166 trimmed.
WK institutional ownership rose by 4.91 percentage points quarter-over-quarter, with a net change of -8 holders.
The top 10 institutions account for 52.3% of all reported 13F value in WK, and the top 25 account for 75.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Workiva Inc. (WK) Institutional Ownership