WD-40 (WDFC) Institutional Ownership

$230.01
-0.70 (-0.30%)
(As of 05/3/2024 ET)

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

Current
Institutional Ownership
Percentage
91.52%
Number of
Institutional Buyers
(last 12 months)
132
Total
Institutional Inflows
(last 12 months)
$185.17M
Number of
Institutional Sellers
(last 12 months)
93
Total
Institutional Outflows
(last 12 months)
$76.52M
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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
5/4/2024Geneva Capital Management LLC215,859$54.68M1.0%-0.7%1.593%
5/3/2024GSA Capital Partners LLP2,991$758K0.1%-77.5%0.022%
5/3/2024Whittier Trust Co. of Nevada Inc.20,278$5.14M0.1%+5.3%0.150%
5/3/2024Whittier Trust Co.39,612$10.03M0.1%+4.0%0.292%
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%
3/22/2024PNC Financial Services Group Inc.3,856$922K0.0%-16.0%0.028%
3/11/2024Vanguard Group Inc.1,617,462$386.69M0.0%+0.2%11.928%
2/29/2024Scarborough Advisors LLC434$104K0.0%N/A0.003%
2/23/2024Cim LLC1,061$281K0.0%N/A0.008%
2/16/2024GSA Capital Partners LLP13,279$3.18M0.3%+40.6%0.098%
2/13/2024Belpointe Asset Management LLC1,100$263K0.0%N/A0.008%
2/13/2024Premier Fund Managers Ltd2,697$651K0.0%N/A0.020%
2/13/2024APG Asset Management US Inc.159,544$38.14M0.2%N/A1.177%
2/12/2024Eagle 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%
2/12/2024Stifel Financial Corp31,107$7.44M0.0%-0.5%0.229%
2/12/2024TD Asset Management Inc15,800$3.78M0.0%+23.4%0.117%
2/12/2024Fortis Capital Advisors LLC1,100$263K0.1%N/A0.008%
2/9/2024Franklin Resources Inc.35,884$8.58M0.0%+0.2%0.265%
2/9/2024Quest Partners LLC1,058$253K0.1%N/A0.008%
2/9/2024Trexquant Investment LP14,192$3.39M0.1%+90.1%0.105%
2/9/2024Corient Private Wealth LLC10,923$2.61M0.0%-18.9%0.081%
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2/9/2024Wells Fargo & Company MN88,191$21.08M0.0%-1.7%0.650%
2/9/2024Coldstream 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%
2/9/2024PNC Financial Services Group Inc.3,856$922K0.0%-16.0%0.028%
2/9/2024Norges Bank82,389$19.70M0.0%N/A0.608%
2/8/2024Quadrant Capital Group LLC515$123K0.0%+33.8%0.004%
2/8/2024Eagle Bay Advisors LLC236$56K0.0%-45.5%0.002%
2/8/2024 Janney Montgomery Scott LLC3,695$883K0.0%-4.2%0.027%
2/8/2024Mitsubishi UFJ Asset Management UK Ltd.3,500$837K0.5%+16.7%0.026%
2/7/2024Avantax 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%
2/7/2024Dimensional Fund Advisors LP300,502$71.84M0.0%-1.1%2.216%
2/7/2024Jump 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%
2/7/2024Teacher Retirement System of Texas3,142$751K0.0%+199.5%0.023%
2/7/2024Principal Securities Inc.251$60K0.0%N/A0.002%
2/7/2024Geneva Capital Management LLC217,281$51.95M1.0%-0.1%1.602%
2/6/2024 Everpar Advisors LLC1,213$290K0.1%N/A0.009%
2/6/2024Charles 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%
2/6/2024Stokes 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%
2/6/2024Swiss National Bank26,700$6.38M0.0%-10.4%0.197%
2/6/2024Buckhead Capital Management LLC2,136$511K0.2%+8.7%0.016%
2/5/2024Victory Capital Management Inc.14,694$3.51M0.0%+16.1%0.108%
2/5/2024Cozad Asset Management Inc.1,389$332K0.0%-6.7%0.010%
2/5/2024 Van ECK Associates Corp4,229$1.01M0.0%N/A0.031%
2/2/2024Truist Financial Corp13,079$3.13M0.0%-18.8%0.096%
2/2/2024 Semanteon Capital Management LP1,214$290K0.2%N/A0.009%
2/2/2024State of New Jersey Common Pension Fund D10,353$2.48M0.0%-10.2%0.076%
2/2/2024Pittenger & Anderson Inc.3,710$887K0.0%-6.7%0.027%
2/1/2024 Yousif Capital Management LLC6,844$1.64M0.0%+2.2%0.050%
2/1/2024 GAMMA Investing LLC168$44K0.0%N/A0.001%
2/1/2024New York State Common Retirement Fund7,268$1.74M0.0%+1.4%0.054%
2/1/2024Illinois Municipal Retirement Fund8,143$1.95M0.0%-0.6%0.060%
2/1/2024 California Public Employees Retirement System89,636$21.43M0.0%-1.4%0.661%
1/31/2024Federated Hermes Inc.20,805$4.97M0.0%+8.2%0.153%
1/30/2024 Zurcher Kantonalbank Zurich Cantonalbank3,059$731K0.0%+9.0%0.023%
1/30/2024Mackenzie Financial Corp842$201K0.0%N/A0.006%
1/30/2024 Cullen Investment Group LTD.2,237$535K0.1%N/A0.016%
1/30/2024Strs Ohio1,600$382K0.0%+300.0%0.012%
1/29/2024 Louisiana State Employees Retirement System6,800$1.63M0.0%N/A0.050%
1/29/2024Simplicity Solutions LLC3,718$889K0.0%-1.7%0.027%
1/29/2024Koshinski Asset Management Inc.951$227K0.0%N/A0.007%
1/26/2024Cerity Partners LLC1,610$385K0.0%N/A0.012%
1/26/2024 Harbor Investment Advisory LLC485$116K0.0%-25.5%0.004%
1/26/2024 Conestoga Capital Advisors LLC314,362$75.16M1.1%+1.0%2.318%
1/26/2024 Reik & CO. LLC10,800$2.58M0.7%-29.4%0.080%
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1/26/2024 Sequoia Financial Advisors LLC2,134$510K0.0%N/A0.016%
1/25/2024 Allspring Global Investments Holdings LLC669$160K0.0%-31.9%0.005%
1/25/2024 Trivant Custom Portfolio Group LLC115$27K0.0%-68.8%0.001%
1/25/2024Nisa Investment Advisors LLC2,914$697K0.0%-1.7%0.021%
1/24/2024 Stratos Wealth Partners LTD.896$214K0.0%N/A0.007%
1/24/2024 New York State Teachers Retirement System21,397$5.12M0.0%-1.6%0.158%
1/24/2024 Allworth Financial LP738$176K0.0%+122.3%0.005%
1/24/2024Arizona State Retirement System3,792$907K0.0%-1.8%0.028%
1/23/2024 Trust Point Inc.1,300$311K0.0%N/A0.010%
1/23/2024DAVENPORT & Co LLC5,550$1.33M0.0%-5.1%0.041%
(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, 253 institutional investors and hedge funds held shares of WD-40. The most heavily invested institutionals were Vanguard Group Inc. ($386.69M), 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 210 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), Principal Financial Group Inc. ($108.82K), Norges Bank ($82.39K), Marshall Wace LLP ($64.60K), California Public Employees Retirement System ($54.79K), and Renaissance Technologies LLC ($45.04K).

How much institutional buying is happening at WD-40?

Institutional investors have bought a total of 1,565,970 shares in the last 24 months. This purchase volume represents approximately $308.68M in transactions.

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

Of the 138 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: Neuberger Berman Group LLC ($108.45K), Kayne Anderson Rudnick Investment Management LLC ($89.91K), Principal Financial Group Inc. ($81.11K), Renaissance Technologies LLC ($74.92K), Ameriprise Financial Inc. ($62.26K), Cubist Systematic Strategies LLC ($37.16K), and Acadian Asset Management LLC ($34.12K).

How much institutional selling is happening at WD-40?

Institutional investors have sold a total of 897,239 shares in the last 24 months. This volume of shares sold represents approximately $170.77M in transactions.


This page (NASDAQ:WDFC) was last updated on 5/4/2024 by MarketBeat.com Staff

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