WD-40 (WDFC) Institutional Ownership

$225.20
-1.49 (-0.66%)
(As of 04/25/2024 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)
$68.42M
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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
4/25/2024New 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%
2/12/2024Capstone 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%
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%
2/8/2024Janney 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%
2/7/2024Principal 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%
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2/7/2024BNP 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%
2/6/2024Private 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%
2/6/2024Natixis 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%
2/5/2024Van ECK Associates Corp4,229$1.01M0.0%N/A0.031%
2/2/2024Truist Financial Corp13,079$3.13M0.0%-18.8%0.096%
2/2/2024Semanteon 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%
2/1/2024Yousif 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%
2/1/2024California 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%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank 3,059$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%
1/26/2024Conestoga Capital Advisors LLC314,362$75.16M1.1%+1.0%2.318%
1/26/2024Reik & CO. LLC10,800$2.58M0.7%-29.4%0.080%
1/26/2024Sequoia 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%
1/24/2024New York State Teachers Retirement System21,397$5.12M0.0%-1.6%0.158%
1/24/2024Allworth 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%
1/19/2024 Fifth Third Bancorp210$50K0.0%-91.1%0.002%
1/19/2024 Westhampton Capital LLC16,737$4.00M2.4%-1.7%0.123%
1/19/2024 State of Alaska Department of Revenue8,341$1.99M0.0%-1.2%0.062%
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Central Banks Buying Gold in Record Numbers Most folks have completely missed the fact that the world's Central Banks have been quietly gobbling up as much gold as they can… Stacking it in their locked vaults on pallets in record numbers.

Find out why right here (and see what you can do to get in too with just a few dollars).
1/18/2024 Global Retirement Partners LLC817$195K0.0%-6.3%0.006%
1/16/2024Pacer Advisors Inc.233$56K0.0%N/A0.002%
1/16/2024 Raymond James Financial Services Advisors Inc.1,639$392K0.0%N/A0.012%
1/16/2024 Raymond James & Associates38,142$9.12M0.0%-1.0%0.281%
1/16/2024 Profit Investment Management LLC12,098$2.89M1.7%N/A0.089%
1/12/2024SG Americas Securities LLC2,781$665K0.0%+116.9%0.021%
1/12/2024SkyOak Wealth LLC1,249$299K0.1%N/A0.009%
1/11/2024Whittier Trust Co. of Nevada Inc.19,263$4.61M0.1%+5.0%0.142%
1/11/2024Whittier Trust Co.38,095$9.11M0.1%+2.7%0.281%
1/8/2024 Curbstone Financial Management Corp5,836$1.40M0.3%-3.3%0.043%
(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, 255 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 ($75.16M), 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), 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 1,579,734 shares in the last 24 months. This purchase volume represents approximately $310.67M 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), Renaissance Technologies LLC ($74.92K), Ameriprise Financial Inc. ($62.26K), Principal Financial Group Inc. ($58.11K), 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 865,699 shares in the last 24 months. This volume of shares sold represents approximately $162.42M in transactions.


This page (NASDAQ:WDFC) was last updated on 4/26/2024 by MarketBeat.com Staff

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