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WD-40 (WDFC) Institutional Ownership

$229.19
-1.79 (-0.77%)
(As of 05/28/2024 ET)

Institutional Ownership Changes (13F Filings) for WD-40 (NASDAQ:WDFC)

Current
Institutional Ownership
Percentage
91.52%
Number of
Institutional Buyers
(last 12 months)
134
Total
Institutional Inflows
(last 12 months)
$205.68M
Number of
Institutional Sellers
(last 12 months)
95
Total
Institutional Outflows
(last 12 months)
$69.21M
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WDFC Institutional Buying and Selling by Quarter

WD-40 Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Comerica Bank29,862$7.56M0.0%-2.0%0.220%
5/17/2024 Hancock Whitney Corp6,839$1.73M0.1%-1.9%0.050%
5/16/2024 California State Teachers Retirement System13,559$3.44M0.0%-5.4%0.100%
5/16/2024 Sweeney & Michel LLC1,025$246K0.1%N/A0.008%
5/16/2024 Bayesian Capital Management LP2,780$704K0.1%N/A0.021%
5/15/2024 Public Employees Retirement Association of Colorado1,732$439K0.0%-11.6%0.013%
5/15/2024 Price T Rowe Associates Inc. MD9,453$2.40M0.0%+3.3%0.070%
5/15/2024 Lazard Asset Management LLC26,226$6.64M0.0%+83.6%0.194%
5/14/2024 Advisors Asset Management Inc.168$43K0.0%N/A0.001%
5/14/2024 EntryPoint Capital LLC627$159K0.1%+59.5%0.005%
5/14/2024 CANADA LIFE ASSURANCE Co13,794$3.49M0.0%+4.5%0.102%
5/14/2024 American International Group Inc.7,325$1.86M0.0%-0.9%0.054%
5/13/2024 UniSuper Management Pty Ltd2,763$700K0.0%N/A0.020%
5/13/2024 O Shaughnessy Asset Management LLC3,336$845K0.0%+60.3%0.025%
5/13/2024 Ameritas Investment Partners Inc.1,355$343K0.0%-3.7%0.010%
5/11/2024 Covestor Ltd216$55K0.0%+57.7%0.002%
5/10/2024 Acadian Asset Management LLC4,063$1.02M0.0%+1,131.2%0.030%
5/10/2024 Vanguard Group Inc.1,623,994$411.37M0.0%+0.4%11.983%
5/10/2024 Jupiter Asset Management Ltd.80,893$20.49M0.2%N/A0.597%
5/9/2024 Lord Abbett & CO. LLC16,500$4.18M0.0%N/A0.122%
5/9/2024 State Board of Administration of Florida Retirement System1,804$457K0.0%-60.0%0.013%
5/9/2024 Eagle Bay Advisors LLC160$40K0.0%-32.2%0.001%
5/8/2024 Bleakley Financial Group LLC4,149$1.05M0.0%+9.9%0.031%
5/8/2024 ProShare Advisors LLC30,422$7.71M0.0%-10.0%0.224%
5/8/2024 Avantax Advisory Services Inc.2,755$698K0.0%+24.1%0.020%
5/8/2024 Russell Investments Group Ltd.822$208K0.0%+1,648.9%0.006%
5/8/2024 Headlands Technologies LLC730$185K0.0%N/A0.005%
5/8/2024 Inspire Investing LLC1,409$357K0.0%-12.5%0.010%
5/7/2024 Sei Investments Co.2,722$690K0.0%+18.5%0.020%
5/7/2024 Swiss National Bank26,800$6.79M0.0%+0.4%0.198%
5/7/2024 Mitsubishi UFJ Asset Management UK Ltd.1,000$253K0.1%-71.4%0.007%
5/7/2024 Oppenheimer Asset Management Inc.1,343$340K0.0%-33.1%0.010%
5/7/2024 SG Americas Securities LLC3,362$852K0.0%+20.9%0.025%
5/6/2024 Quantbot Technologies LP1,203$305K0.0%N/A0.009%
5/6/2024 Duality Advisers LP3,537$896K0.1%N/A0.026%
5/6/2024 Texas Permanent School Fund Corp11,869$3.01M0.0%+1.3%0.088%
5/4/2024 Geneva Capital Management LLC215,859$54.68M1.0%-0.7%1.593%
5/3/2024 GSA Capital Partners LLP2,991$758K0.1%-77.5%0.022%
5/3/2024 Whittier Trust Co. of Nevada Inc.20,278$5.14M0.1%+5.3%0.150%
5/3/2024 Whittier Trust Co.39,612$10.03M0.1%+4.0%0.292%
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5/1/2024 Janney Montgomery Scott LLC2,672$677K0.0%-27.7%0.020%
5/1/2024 BNP Paribas Financial Markets14,233$3.61M0.0%+17.3%0.105%
5/1/2024 Sequoia Financial Advisors LLC1,998$506K0.0%-6.4%0.015%
4/30/2024 Allspring Global Investments Holdings LLC1,689$428K0.0%+152.5%0.012%
4/29/2024Commonwealth Equity Services LLC7,703$1.95M0.0%-0.8%0.057%
4/29/2024 Principal Financial Group Inc.162,629$41.20M0.0%-12.4%1.200%
4/26/2024 Conestoga Capital Advisors LLC316,272$80.12M1.2%+0.6%2.334%
4/26/2024 Yousif Capital Management LLC6,152$1.56M0.0%-10.1%0.045%
4/26/2024 YHB Investment Advisors Inc.131$33K0.0%N/A0.001%
4/25/2024 New York State Teachers Retirement System21,946$5.56M0.0%+2.6%0.162%
4/24/2024 Simplicity Wealth LLC4,083$1.03M0.0%N/A0.030%
4/23/2024 Louisiana State Employees Retirement System6,700$1.70M0.0%-1.5%0.049%
4/22/2024 Raymond James & Associates37,568$9.52M0.0%-1.5%0.277%
4/19/2024 State of Alaska Department of Revenue8,263$2.09M0.0%-0.9%0.061%
4/18/2024 Allspring Global Investments Holdings LLC1,689$428K0.0%+152.5%0.012%
4/12/2024 Harbor Investment Advisory LLC413$105K0.0%-14.8%0.003%
4/12/2024 Bridge City Capital LLC5,991$1.52M0.6%+0.8%0.044%
4/11/2024 Profit Investment Management LLC16,024$4.06M2.3%+32.5%0.118%
4/10/2024 Wedmont Private Capital830$212K0.0%N/A0.006%
3/22/2024 PNC Financial Services Group Inc.3,856$922K0.0%-16.0%0.028%
3/11/2024 Vanguard Group Inc.1,617,462$386.69M0.0%+0.2%11.928%
2/29/2024 Scarborough Advisors LLC434$104K0.0%N/A0.003%
2/23/2024 Cim LLC1,061$281K0.0%N/A0.008%
2/16/2024 GSA Capital Partners LLP13,279$3.18M0.3%+40.6%0.098%
2/13/2024 Belpointe Asset Management LLC1,100$263K0.0%N/A0.008%
2/13/2024 Premier Fund Managers Ltd2,697$651K0.0%N/A0.020%
2/13/2024 APG Asset Management US Inc.159,544$38.14M0.2%N/A1.177%
2/12/2024 Eagle Asset Management Inc.45,178$10.80M0.1%+1.6%0.333%
2/12/2024 Capstone Investment Advisors LLC2,682$641K0.0%+85.9%0.020%
2/12/2024 Stifel Financial Corp31,107$7.44M0.0%-0.5%0.229%
2/12/2024 TD Asset Management Inc15,800$3.78M0.0%+23.4%0.117%
2/12/2024 Fortis Capital Advisors LLC1,100$263K0.1%N/A0.008%
2/9/2024 Franklin Resources Inc.35,884$8.58M0.0%+0.2%0.265%
2/9/2024 Quest Partners LLC1,058$253K0.1%N/A0.008%
2/9/2024 Trexquant Investment LP14,192$3.39M0.1%+90.1%0.105%
2/9/2024 Corient Private Wealth LLC10,923$2.61M0.0%-18.9%0.081%
2/9/2024 Wells Fargo & Company MN88,191$21.08M0.0%-1.7%0.650%
2/9/2024 Coldstream Capital Management Inc.1,225$293K0.0%N/A0.009%
2/9/2024 PineStone Asset Management Inc.34,000$8.13M0.1%+25.5%0.251%
2/9/2024 PNC Financial Services Group Inc.3,856$922K0.0%-16.0%0.028%
2/9/2024 Norges Bank82,389$19.70M0.0%N/A0.608%
2/8/2024 Quadrant Capital Group LLC515$123K0.0%+33.8%0.004%
2/8/2024 Eagle Bay Advisors LLC236$56K0.0%-45.5%0.002%
2/8/2024 Janney Montgomery Scott LLC3,695$883K0.0%-4.2%0.027%
2/8/2024 Mitsubishi UFJ Asset Management UK Ltd.3,500$837K0.5%+16.7%0.026%
2/7/2024 Avantax Advisory Services Inc.2,220$531K0.0%+17.7%0.016%
2/7/2024 Principal Financial Group Inc.185,621$44.38M0.0%-2.4%1.369%
2/7/2024 Dimensional Fund Advisors LP300,502$71.84M0.0%-1.1%2.216%
2/7/2024 Jump Financial LLC8,478$2.03M0.1%+475.2%0.063%
2/7/2024 BNP Paribas Financial Markets12,137$2.90M0.0%-37.7%0.090%
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2/7/2024 Teacher Retirement System of Texas3,142$751K0.0%+199.5%0.023%
2/7/2024 Principal Securities Inc.251$60K0.0%N/A0.002%
2/7/2024 Geneva Capital Management LLC217,281$51.95M1.0%-0.1%1.602%
2/6/2024 Everpar Advisors LLC1,213$290K0.1%N/A0.009%
2/6/2024 Charles Schwab Investment Management Inc.136,121$32.54M0.0%+2.1%1.004%
2/6/2024 Maryland State Retirement & Pension System4,927$1.18M0.0%-1.4%0.036%
2/6/2024 Private Advisor Group LLC1,328$318K0.0%-3.6%0.010%
2/6/2024 Stokes Family Office LLC1,072$256K0.0%-7.3%0.008%
2/6/2024 Amalgamated Bank5,853$1.40M0.0%-3.1%0.043%
2/6/2024 Natixis Advisors L.P.85,392$20.41M0.1%-1.6%0.630%
(Data available from 1/1/2016 forward)

WDFC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WDFC shares?

During the previous two years, 257 institutional investors and hedge funds held shares of WD-40. The most heavily invested institutionals were Vanguard Group Inc. ($411.37M), BlackRock Inc. ($371.29M), Neuberger Berman Group LLC ($144.70M), Kayne Anderson Rudnick Investment Management LLC ($126.57M), Conestoga Capital Advisors LLC ($80.12M), First Trust Advisors LP ($73.01M), and Dimensional Fund Advisors LP ($71.84M).Learn more on WDFC's institutional investors.

What percentage of WD-40 stock is owned by institutional investors?

91.52% of WD-40 stock is owned by institutional investors. Learn more on WDFC's institutional investor holdings.

Which institutional investors have been buying WD-40 stock?

Of the 213 institutional investors that purchased WD-40 stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: APG Asset Management US Inc. ($159.54K), First Trust Advisors LP ($130.06K), Norges Bank ($82.39K), Jupiter Asset Management Ltd. ($80.89K), Marshall Wace LLP ($64.60K), Principal Financial Group Inc. ($58.98K), and California Public Employees Retirement System ($54.79K).

How much institutional buying is happening at WD-40?

Institutional investors have bought a total of 1,599,928 shares in the last 24 months. This purchase volume represents approximately $324.52M in transactions.

Which WD-40 major shareholders have been selling company stock?

Of the 136 institutional investors that sold WD-40 stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Kayne Anderson Rudnick Investment Management LLC ($89.91K), Principal Financial Group Inc. ($81.11K), Renaissance Technologies LLC ($74.92K), Neuberger Berman Group LLC ($71.04K), Ameriprise Financial Inc. ($62.26K), Cubist Systematic Strategies LLC ($37.16K), and Landscape Capital Management L.L.C. ($32.38K).

How much institutional selling is happening at WD-40?

Institutional investors have sold a total of 817,398 shares in the last 24 months. This volume of shares sold represents approximately $156.93M in transactions.


This page (NASDAQ:WDFC) was last updated on 5/29/2024 by MarketBeat.com Staff

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