WORKIVA INC — Institutional Ownership
Which tracked institutions hold WK, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
41
Funds holding
$725062790
Total value held
Buying
24 added/new · 13 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $276508500 | 4637070 | +192806 | +4.34% |
| 2 | State Street Corp | $76083288 | 1275923 | +36404 | +2.94% |
| 3 | Franklin Resources Inc | $61910563 | 65950000 | — | Held |
| 4 | Blackrock, Inc. | $54164550 | 57930000 | +11525000 | +24.84% |
| 5 | Goldman Sachs Group Inc | $48391534 | 811530 | +511626 | +170.60% |
| 6 | Northern Trust Corp | $28774814 | 482556 | -21454 | -4.26% |
| 7 | Bank Of America Corp /De/ | $23550332 | 394941 | -6939 | -1.73% |
| 8 | Morgan Stanley | $18024683 | 302275 | -963418 | -76.12% |
| 9 | Ameriprise Financial Inc | $16319956 | 273687 | -48084 | -14.94% |
| 10 | Jpmorgan Chase & Co | $14234040 | 15234000 | +13200000 | +648.97% |
| 11 | State Street Corp | $13688010 | 14615000 | -1000000 | -6.40% |
| 12 | Bank Of New York Mellon Corp | $13561393 | 227426 | -5367 | -2.31% |
| 13 | Royal Bank Of Canada | $13317000 | 223336 | — | NEW BUY |
| 14 | Janus Henderson Group Plc | $10325980 | 173155 | — | NEW BUY |
| 15 | Morgan Stanley | $9011530 | 9638000 | -1800000 | -15.74% |
| 16 | Fifth Third Bancorp | $6994308 | 117295 | +116179 | +10410.30% |
| 17 | Franklin Resources Inc | $6954500 | 7000000 | — | Held |
| 18 | Wells Fargo & Company/Mn | $5222524 | 60551 | +21531 | +55.18% |
| 19 | Prudential Financial Inc | $4821086 | 80850 | -16620 | -17.05% |
| 20 | Invesco Ltd. | $3602664 | 41770 | +1082 | +2.66% |
| 21 | Sei Investments Co | $3108111 | 52123 | — | NEW BUY |
| 22 | Barclays Plc | $2854011 | 47862 | — | NEW BUY |
| 23 | Citigroup Inc | $2578013 | 29890 | -50103 | -62.63% |
| 24 | Raymond James Financial Inc | $1919897 | 32197 | -14087 | -30.44% |
| 25 | Truist Financial Corp | $1765062 | 1867000 | +1802000 | +2772.31% |
| 26 | Toronto Dominion Bank | $1193235 | 1274000 | — | NEW BUY |
| 27 | Bank Of America Corp /De/ | $1109845 | 1187000 | — | NEW BUY |
| 28 | Goldman Sachs Group Inc | $1038785 | 1111000 | +1017000 | +1081.91% |
| 29 | Citigroup Inc | $971158 | 838000 | — | Held |
| 30 | Franklin Resources Inc | $852410 | 14295 | -702 | -4.68% |
| 31 | Barclays Plc | $563635 | 602000 | — | NEW BUY |
| 32 | Blackstone Inc. | $413296 | 6931 | — | NEW BUY |
| 33 | Us Bancorp \De\ | $229099 | 3842 | -1970 | -33.90% |
| 34 | Bank Of Montreal /Can/ | $227489 | 3815 | — | NEW BUY |
| 35 | Principal Financial Group Inc | $218902 | 3671 | +700 | +23.56% |
| 36 | Pnc Financial Services Group, Inc. | $201966 | 3387 | -1568 | -31.64% |
| 37 | Toronto Dominion Bank | $189981 | 3186 | — | NEW BUY |
| 38 | Sei Investments Co | $126225 | 135000 | — | NEW BUY |
| 39 | Wells Fargo & Company/Mn | $28368 | 24000 | — | NEW BUY |
| 40 | Raymond James Financial Inc | $11220 | 12000 | — | Held |
| 41 | Amalgamated Financial Corp. | $827 | 7011 | — | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.