Security key
98138J404
- Security type / class
- Equity / Stock
- Total 13F shares
- 672,120
- Total 13F value
- $739,341
- Share change
- +166,388
- Put/Call ratio
- 31%
- SEC-reported price per share
- $1.10
- Number of holders
- 62
- Value change
- +$183,923
- Number of buys
- 17
- Number of sells
- 15
Open additional details 1 more signal available
Report period
Q3 2025
Institutions
62
Top holders
10
WKHS full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2025
Previous quarter: Q2 2025
Workhorse Group Inc. SEC filings
Workhorse Group Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 98138J404
Recent filing periods:
Ownership snapshot
Top reported holders of WKHS - Workhorse Group Inc. - Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
UBS Group AG
Disclosed value leader
UBS Group AG
Comparable rows
0/15
Latest evidence
30 Jun 2025
13F
3/4/5
Highest disclosed value: $405,432
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
UBS Group AG has the largest disclosed position value at $405.4K.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens UBS Group AG's linked filing trail.
Disclosed position value
Top 5
UBS Group AG
$405.4K
H. Benjamin Samuels
$242.8K
Kerry Roraff
$184.2K
Workhorse Group Inc.
$147.7K
Stephen M. Fleming
$135.6K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| UBS Group AG |
13F
Company
|
—
class O/S missing
|
$405,432
368,575 shares
|
— | 30 Jun 2025 |
| H. Benjamin Samuels |
3/4/5
Director
|
—
class O/S missing
|
$242,825
676,391 shares
|
— | 02 May 2023 |
| Kerry Roraff |
3/4/5
Chief Human Resources Officer
|
—
class O/S missing
|
$184,249
642,654 shares
|
— | 22 Feb 2024 |
| Workhorse Group Inc. |
3/4/5
Director
|
—
class O/S missing
|
$147,686
465,885 shares
|
— | 21 Feb 2024 |
| Stephen M. Fleming |
3/4/5
Vice President
|
—
class O/S missing
|
$135,627
377,791 shares
|
— | 25 Aug 2021 |
| Duane Hughes |
3/4/5
CEO and President, Director
|
—
mixed-class rows
|
$129,779
411,502 shares
mixed-class rows
|
— | 01 Jul 2021 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q3 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
62
Shares
672,120
Rows available
62
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q3 2025 vs Q2 2025 Across Filers
Q2 2025 holders
61
Q3 2025 holders
62
Holder diff
1
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 value | Q3 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend