# WESTERN DIGITAL CORP (WDC)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/WDC/

- Reporting holders: 66
- Reported value: $80.8M
- Held through calls: 2.0%
- Held through puts: 2.9%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CHAPIN DAVIS, INC.](https://holderbook.com/funds/872098-chapin-davis-inc/) | $19.6M | 43,060 | 3.8% | 5 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $9.7M | 21,411 | 0.1% | 16 |
| [CenterStar Asset Management, LLC](https://holderbook.com/funds/1722053-centerstar-asset-management-llc/) | $8.0M | 9,048 | 1.9% | 1 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $5.7M | 12,529 | 0.2% | 12 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $5.0M | 11,089 | 0.3% | 12 |
| [Dupree Financial Group, LLC](https://holderbook.com/funds/1989251-dupree-financial-group-llc/) | $3.7M | 8,070 | 1.3% | 1 |
| [Retireful, LLC](https://holderbook.com/funds/1919176-retireful-llc/) | $2.7M | 5,913 | 2.3% | 5 |
| [Shulman DeMeo Asset Management LLC](https://holderbook.com/funds/1767070-shulman-demeo-asset-management-llc/) | $2.2M | 5,047 | 0.4% | 21 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $2.1M | 4,626 | 0.5% | 5 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.8M | 4,546 | 0.0% | 5 |
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $1.4M | 3,421 | 0.3% | 4 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $1.4M | 3,394 | 0.0% | 2 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $1.1M | 2,839 | 0.0% | 32 |
| [Vann Equity Management LLC](https://holderbook.com/funds/2018412-vann-equity-management-llc/) | $1.0M | 2,230 | 0.6% | 3 |
| [Monument Capital Management](https://holderbook.com/funds/1729428-monument-capital-management/) | $967.1K | 2,128 | 0.2% | 3 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $926.6K | 2,039 | 0.1% | 2 |
| [Kaizen Financial Strategies](https://holderbook.com/funds/1842013-kaizen-financial-strategies/) | $884.8K | 1,947 | 0.3% | 5 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $859.9K | 1,892 | 0.0% | 9 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $798.0K | 1,756 | 0.1% | 4 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $717.1K | 1,578 | 0.0% | 23 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $709.7K | 1,562 | 0.0% | 5 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $707.1K | 1,556 | 0.1% | 15 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $666.2K | 1,466 | 0.0% | 3 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $634.9K | 1,397 | 0.1% | 4 |
| [Lake Hills Wealth Management, LLC](https://holderbook.com/funds/1705594-lake-hills-wealth-management-llc/) | $606.7K | 1,335 | 0.3% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 66 | $80.8M |
| Q2 2026 | 1,855 | $259.8B |
| Q1 2026 | 1,423 | $103.4B |
| Q4 2025 | 1,183 | $67.3B |
| Q3 2025 | 975 | $48.7B |
| Q2 2025 | 765 | $25.5B |
| Q1 2025 | 673 | $15.8B |
| Q4 2024 | 719 | $22.5B |
| Q3 2024 | 708 | $26.0B |
| Q2 2024 | 770 | $28.6B |
| Q1 2024 | 691 | $23.9B |
| Q4 2023 | 618 | $17.7B |