WORKIVA INC — Institutional Ownership
Which tracked institutions hold WK, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
32
Funds holding
$754954260
Total value held
Buying
19 added/new · 13 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $341642960 | 85287490 | +22720420 | +36.31% |
| 2 | State Street Corp | $88674883 | 19590546 | +3699623 | +23.28% |
| 3 | Franklin Resources Inc | $64350036 | 67023700 | -5940595 | -8.14% |
| 4 | Bank Of America Corp /De/ | $39408637 | 1230184 | -351757 | -22.24% |
| 5 | Ubs Group Ag | $38209096 | 787654 | +787654 | NEW BUY |
| 6 | Goldman Sachs Group Inc | $33524994 | 1780715 | -141815 | -7.38% |
| 7 | Morgan Stanley | $29759805 | 5039630 | -4900645 | -49.30% |
| 8 | Northern Trust Corp | $25610223 | 527937 | +45381 | +9.40% |
| 9 | Jpmorgan Chase & Co | $18960858 | 11194697 | -1417325 | -11.24% |
| 10 | Janus Henderson Group Plc | $10325980 | 173155 | +173155 | NEW BUY |
| 11 | Bank Of New York Mellon Corp | $10241663 | 211125 | -16301 | -7.17% |
| 12 | Royal Bank Of Canada | $9118000 | 187975 | -35361 | -15.83% |
| 13 | Federated Hermes, Inc. | $8539022 | 176026 | +176026 | NEW BUY |
| 14 | Fifth Third Bancorp | $4836993 | 99711 | -17584 | -14.99% |
| 15 | Barclays Plc | $4468161 | 849268 | +199406 | +30.68% |
| 16 | Jefferies Financial Group Inc. | $4246177 | 87532 | +87532 | NEW BUY |
| 17 | Citigroup Inc | $3712132 | 1047272 | +179382 | +20.67% |
| 18 | Sei Investments Co | $3283681 | 200093 | +12970 | +6.93% |
| 19 | Ameriprise Financial Inc | $2995540 | 61751 | +61751 | NEW BUY |
| 20 | Wells Fargo & Company/Mn | $2517908 | 87166 | +5714 | +7.02% |
| 21 | Prudential Financial Inc | $2464308 | 50800 | -30050 | -37.17% |
| 22 | Invesco Ltd. | $2454995 | 50608 | +50608 | NEW BUY |
| 23 | Toronto Dominion Bank | $2347846 | 2500025 | +1222839 | +95.74% |
| 24 | Raymond James Financial Inc | $1439409 | 39480 | -4717 | -10.67% |
| 25 | Allstate Corp | $813028 | 16760 | +16760 | NEW BUY |
| 26 | Stifel Financial Corp | $410494 | 8462 | +8462 | NEW BUY |
| 27 | Truist Financial Corp | $381802 | 409000 | -1458000 | -78.09% |
| 28 | Us Bancorp \De\ | $128066 | 2640 | -1202 | -31.29% |
| 29 | Pnc Financial Services Group, Inc. | $83388 | 1719 | -1668 | -49.25% |
| 30 | First Horizon Corp | $2717 | 56 | +56 | NEW BUY |
| 31 | Amalgamated Financial Corp. | $827 | 7011 | +7011 | NEW BUY |
| 32 | Zions Bancorporation, National Association /Ut/ | $631 | 13 | +13 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.