WESTERN DIGITAL CORP (WDC)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
66
Reporting holders
$80.8M
Reported value
2.0%
Calls
2.9%
Puts
-1,789
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CHAPIN DAVIS, INC. | $19.6M | 43,060 | 3.76% | 5q | -2.5%-$499.9K |
| Farther Finance Advisors, LLC | $9.7M | 21,411 | 0.07% | 16q | -3.3%-$336.3K |
| CenterStar Asset Management, LLC | $8.0M | 9,048 | 1.89% | new | NEW |
| GAMMA Investing LLC | $5.7M | 12,529 | 0.19% | 12q | HELD |
| Everhart Financial Group, Inc. | $5.0M | 11,089 | 0.31% | 12q | HELD |
| Dupree Financial Group, LLC | $3.7M | 8,070 | 1.32% | new | NEW |
| Retireful, LLC | $2.7M | 5,913 | 2.31% | 5q | +15.5%+$359.9K |
| Shulman DeMeo Asset Management LLC | $2.2M | 5,047 | 0.44% | 21q | -1.5%-$33.6K |
| Legacy Wealth Asset Management, LLC | $2.1M | 4,626 | 0.46% | 5q | +101.0%+$1.1M |
| Wedmont Private Capital | $1.8M | 4,546 | 0.04% | 5q | +15.4%+$238.0K |
| Castle Rock Wealth Management, LLC | $1.4M | 3,421 | 0.26% | 4q | +2.8%+$38.6K |
| Apella Capital, LLC | $1.4M | 3,394 | 0.02% | 2q | +685.6%+$1.2M |
| Sound Income Strategies, LLC | $1.1M | 2,839 | 0.05% | 32q | +56.8%+$404.3K |
| Vann Equity Management LLC | $1.0M | 2,230 | 0.60% | 3q | -26.3%-$361.3K |
| Monument Capital Management | $967.1K | 2,128 | 0.20% | 3q | -18.9%-$225.4K |
| Wealth Enhancement Trust Services, Inc. | $926.6K | 2,039 | 0.10% | 2q | +349.1%+$720.3K |
| Kaizen Financial Strategies | $884.8K | 1,947 | 0.35% | 5q | -9.5%-$92.7K |
| CoreCap Advisors, LLC | $859.9K | 1,892 | 0.02% | 9q | -51.0%-$895.4K |
| Cooper Financial Group | $798.0K | 1,756 | 0.06% | 4q | -6.0%-$51.4K |
| MassMutual Private Wealth & Trust, FSB | $717.1K | 1,578 | 0.02% | 23q | -11.0%-$88.6K |
| Valeo Financial Advisors, LLC | $709.7K | 1,562 | 0.01% | 5q | -12.6%-$102.2K |
| Versant Capital Management, Inc | $707.1K | 1,556 | 0.06% | 15q | -7.5%-$57.3K |
| Venture Visionary Partners LLC | $666.2K | 1,466 | 0.02% | 3q | +20.6%+$113.6K |
| RIVERSEDGE ADVISORS, LLC | $634.9K | 1,397 | 0.08% | 4q | -22.7%-$186.3K |
| Lake Hills Wealth Management, LLC | $606.7K | 1,335 | 0.28% | 3q | +13.8%+$73.6K |
| Balefire, LLC | $596.3K | 1,312 | 0.09% | 3q | -6.8%-$43.6K |
| Avidian Wealth Enterprises, LLC | $565.6K | 1,244 | 0.02% | 3q | +4.0%+$21.8K |
| Friday Financial | $473.2K | 1,023 | 0.09% | 2q | +2.3%+$10.6K |
| Successful Portfolios LLC | $464.7K | 1,118 | 0.21% | 4q | HELD |
| Marotta Asset Management | $454.5K | 1,000 | 0.08% | 3q | HELD |
| Sprinkle Financial Consultants LLC | $409.0K | 900 | 0.16% | 3q | HELD |
| LifeGoal Investments, LLC | $408.1K | 898 | 0.12% | 3q | -13.4%-$63.2K |
| Bullock Wealth Management Group | $400.1K | 865 | 0.17% | 3q | +3.5%+$13.4K |
| JUNCTURE WEALTH STRATEGIES, LLC | $398.6K | 877 | 0.10% | new | NEW |
| City Center Advisors, LLC | $325.9K | 717 | 0.25% | 3q | -34.9%-$174.5K |
| Emergent Wealth Advisors, LLC | $295.4K | 650 | 0.15% | 5q | HELD |
| PARK NATIONAL CORP /OH/ | $292.7K | 644 | 0.01% | 2q | -1.7%-$5.0K |
| MOODY NATIONAL BANK TRUST DIVISION | $269.5K | 593 | 0.02% | 2q | +5.5%+$14.1K |
| Athena Wealth Management, LLC | $261.8K | 576 | 0.19% | new | NEW |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $213.6K | 470 | 0.15% | new | NEW |
| Veracity Capital LLC | $210.1K | 462 | 0.06% | 4q | +1.5%+$3.2K |
| EASTERN BANK | $200.4K | 441 | 0.00% | 9q | -19.8%-$49.5K |
| Acropolis Investment Management, LLC | $128.6K | 283 | 0.01% | 3q | -65.7%-$246.8K |
| Grove Bank & Trust | $92.7K | 204 | 0.01% | 5q | +9.7%+$8.2K |
| Paladin Partners, LLC | $72.7K | 160 | 0.04% | 2q | -36.0%-$40.9K |
| VALLEY WEALTH MANAGERS, INC. | $54.5K | 120 | 0.00% | 3q | HELD |
| Mn Services Vermogensbeheer B.V. | $46.3K | 101,975 | 0.35% | 11q | +1.1% |
| Retirement Wealth Solutions LLC | $43.2K | 95 | 0.02% | 4q | +93.9%+$20.9K |
| AMERICAN NATIONAL BANK & TRUST | $31.8K | 70 | 0.00% | 2q | +14.8%+$4.1K |
| Marquette Asset Management, LLC | $25.0K | 55 | 0.00% | 5q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $24.5K | 54 | 0.01% | 5q | +10.2%+$2.3K |
| TOMPKINS FINANCIAL CORP | $22.7K | 50 | 0.00% | 19q | -50.0%-$22.7K |
| TOTH FINANCIAL ADVISORY CORP | $14.5K | 32 | 0.00% | 3q | +220.0%+$10.0K |
| Bank of New Hampshire | $13.6K | 30 | 0.00% | new | NEW |
| Byrne Asset Management LLC | $11.6K | 25 | 0.01% | new | NEW |
| Bangor Savings Bank | $10.5K | 23 | 0.00% | 18q | HELD |
| MJT & Associates Financial Advisory Group, Inc. | $9.1K | 20 | 0.01% | new | NEW |
| ATWOOD & PALMER INC | $8.2K | 18 | 0.00% | 3q | -47.1%-$7.3K |
| Planning Strategies Inc. | $7.7K | 17 | 0.00% | 2q | +13.3% |
| Hickory Point Bank & Trust | $4.5K | 10 | 0.00% | 3q | HELD |
| Dorato Capital Management | $4.5K | 11 | 0.00% | 4q | -15.4% |
| Davis Capital Management | $4.1K | 9 | 0.00% | 5q | HELD |
| Trust Co | $3.6K | 8 | 0.00% | 4q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $2.7K | 6 | 0.00% | new | NEW |
| CX Institutional | $2.5K | 5,411 | 0.07% | 11q | HELD |
| GoalVest Advisory LLC | $2.3K | 5 | 0.00% | 2q | HELD |
| Westwind Capital | $1.7K | 3,674 | 0.39% | 3q | +2.5% |
| GK Wealth Management LLC | $909 | 2 | 0.00% | new | NEW |
| GILPIN WEALTH MANAGEMENT, LLC | $455 | 1 | 0.00% | new | NEW |
| Polaris Financial Partners | $431 | 936 | 0.19% | new | FIRST |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-06 | 13G/A | FMR LLCwith 1 co-filers | 7.2% |
| 2026-07-31 | 13G/A | Vanguard Portfolio Management | 3.6% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-11 | Tan Irving | Chief Executive Officer | Sold | 20,000 | $8.9M ×7 |
| 2026-05-01 | Tan Irving | Chief Executive Officer | Sold | 20,000 | $8.2M ×9 |
| 2026-05-11 | Davis Brian Scott | Chief Sales & Mrktng Officer | Sold | 10,000 | $5.0M ×18 |
| 2026-05-04 | Gubbi Vidyadhara K | Chief of Global Operations | Sold | 4,674 | $2.1M |
| 2026-08-31 | STREETER STEPHANIE A | Director | Sold | 4,000 | $1.8M ×2 |
| 2026-07-28 | Cole Martin I | Director | Sold | 3,808 | $1.7M ×30 |
| 2026-06-09 | Cole Martin I | Director | Sold | 3,280 | $1.7M ×30 |
| 2026-06-01 | Gubbi Vidyadhara K | Chief of Global Operations | Sold | 2,475 | $1.4M |
| 2026-09-04 | Gubbi Vidyadhara K | Chief of Global Operations | Sold | 1,795 | $825.5K |
| 2026-09-01 | STREETER STEPHANIE A | Director | Sold | 1,600 | $728.0K |
| 2026-07-21 | Tregillis Cynthia L | Chief Legal Officer & Corp Sec | Sold | 808 | $427.9K |
| 2026-05-28 | KIDDOO BRUCE E | Director | Sold | 750 | $396.4K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 66 | $80.8M | 170,977 | 11 | 20 | 22 | 4.8% |
| Q2 2026 | 1,855 | $259.8B | 347,800,843 | 523 | 585 | 579 | 14.5% |
| Q1 2026 | 1,423 | $103.4B | 342,063,669 | 343 | 436 | 474 | 11.1% |
| Q4 2025 | 1,183 | $67.3B | 343,530,871 | 248 | 398 | 351 | 12.1% |
| Q3 2025 | 975 | $48.7B | 358,950,293 | 281 | 348 | 228 | 11.6% |
| Q2 2025 | 765 | $25.5B | 367,401,355 | 170 | 276 | 216 | 7.7% |
| Q1 2025 | 673 | $15.8B | 357,181,561 | 91 | 269 | 195 | 8.8% |
| Q4 2024 | 719 | $22.5B | 336,715,391 | 75 | 264 | 211 | 10.6% |
| Q3 2024 | 708 | $26.0B | 341,030,496 | 91 | 242 | 260 | 10.5% |
| Q2 2024 | 770 | $28.6B | 337,673,880 | 138 | 279 | 215 | 10.4% |
| Q1 2024 | 691 | $23.9B | 315,264,915 | 141 | 225 | 196 | 10.1% |
| Q4 2023 | 618 | $17.7B | 308,506,639 | 89 | 186 | 187 | 8.8% |
| Q3 2023 | 551 | $13.7B | 278,788,202 | 77 | 150 | 207 | 7.1% |
| Q2 2023 | 539 | $11.0B | 270,646,636 | 68 | 152 | 203 | 6.9% |
| Q1 2023 | 541 | $11.3B | 274,703,827 | 78 | 158 | 188 | 8.3% |
| Q4 2022 | 534 | $9.5B | 275,151,742 | 55 | 187 | 191 | 8.4% |
| Q3 2022 | 583 | $10.0B | 283,149,713 | 52 | 176 | 228 | 7.3% |
| Q2 2022 | 631 | $13.7B | 272,116,068 | 63 | 215 | 214 | 11.2% |
| Q1 2022 | 645 | $13.8B | 252,314,348 | 68 | 218 | 232 | 9.3% |
| Q4 2021 | 697 | $18.6B | 254,174,297 | 101 | 230 | 208 | 11.1% |
| Q3 2021 | 637 | $16.0B | 249,322,416 | 67 | 196 | 237 | 12.0% |
| Q2 2021 | 681 | $19.9B | 247,886,130 | 87 | 236 | 221 | 11.4% |
| Q1 2021 | 669 | $18.1B | 243,672,862 | 109 | 206 | 234 | 10.0% |
| Q4 2020 | 621 | $15.6B | 240,247,736 | 89 | 162 | 233 | 14.7% |
| Q3 2020 | 556 | $9.9B | 236,185,487 | 53 | 199 | 208 | 12.9% |
| Q2 2020 | 606 | $11.4B | 237,842,505 | 74 | 210 | 227 | 8.0% |
| Q1 2020 | 625 | $10.9B | 243,417,592 | 73 | 201 | 242 | 6.9% |
| Q4 2019 | 688 | $18.0B | 255,243,617 | 77 | 215 | 237 | 10.0% |
| Q3 2019 | 661 | $17.2B | 255,421,281 | 93 | 200 | 258 | 11.6% |
| Q2 2019 | 642 | $14.9B | 263,245,784 | 65 | 247 | 224 | 16.0% |
| Q1 2019 | 691 | $13.7B | 260,351,426 | 108 | 244 | 232 | 8.8% |
| Q4 2018 | 640 | $10.2B | 254,864,632 | 9 | 13 | 14 | 7.5% |