WD 40 CO (WDFC)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
364
Reporting holders
$2.8B
Reported value
85.5%
Of shares outstanding
0.7%
Held as options
+7
Holder change
Institutions report 11,477,829 shares against 13,421,096 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $505.7M | 2,075,743 | 0.01% | 8q | +2.8%+$13.6M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $262.1M | 1,075,929 | 0.01% | 2q | +3.6%+$9.2M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $153.3M | 629,021 | 0.48% | 31q | -0.8%-$1.3M |
| VANGUARD CAPITAL MANAGEMENT LLC | $147.3M | 604,460 | 0.00% | 2q | HELD |
| STATE STREET CORP | $133.8M | 549,199 | 0.00% | 31q | +4.3%+$5.6M |
| GEODE CAPITAL MANAGEMENT, LLC | $107.6M | 441,406 | 0.01% | 31q | +8.3%+$8.3M |
| FIRST TRUST ADVISORS LP | $84.9M | 348,519 | 0.05% | 19q | -15.3%-$15.3M |
| ALLIANCEBERNSTEIN L.P. | $77.0M | 377,541 | 0.03% | 31q | -19.6%-$18.8M |
| DIMENSIONAL FUND ADVISORS LP | $75.9M | 311,574 | 0.01% | 31q | +5.9%+$4.2M |
| AMERIPRISE FINANCIAL INC | $72.8M | 298,710 | 0.01% | 31q | -39.2%-$47.0M |
| MORGAN STANLEY | $61.6M | 252,684 | 0.00% | 35q | -17.1%-$12.7M |
| GOLDMAN SACHS GROUP INC | $57.9M | 237,838 | 0.01% | 31q | +175.5%+$36.9M |
| GENEVA CAPITAL MANAGEMENT LLC | $54.3M | 222,836 | 1.24% | 26q | -21.1%-$14.5M |
| AMERICAN CENTURY COMPANIES INC | $51.8M | 212,756 | 0.02% | 17q | +1027.1%+$47.2M |
| TWO SIGMA INVESTMENTS, LP | $50.0M | 205,314 | 0.04% | 13q | +68.6%+$20.3M |
| Ophir Asset Management Pty Ltd | $49.3M | 202,300 | 4.05% | 2q | +91.3%+$23.5M |
| ROYCE & ASSOCIATES LP | $45.2M | 185,690 | 0.36% | 10q | +2.7%+$1.2M |
| RENAISSANCE TECHNOLOGIES LLC | $42.9M | 176,076 | 0.06% | 31q | -13.5%-$6.7M |
| NORTHERN TRUST CORP | $38.5M | 157,943 | 0.00% | 31q | +7.9%+$2.8M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $37.6M | 154,213 | 0.01% | 31q | +1.3%+$476.1K |
| Sixth Street Partners Management Company, L.P. | $37.6M | 154,213 | 0.00% | new | NEW |
| Conestoga Capital Advisors, LLC | $30.7M | 126,199 | 0.67% | 31q | -33.6%-$15.6M |
| Bank of New York Mellon Corp | $29.2M | 119,691 | 0.00% | 31q | +0.9%+$273.6K |
| Nuveen, LLC | $25.3M | 103,823 | 0.01% | 6q | +20.5%+$4.3M |
| VANGUARD FIDUCIARY TRUST CO | $23.6M | 96,780 | 0.01% | 2q | +3.2%+$731.2K |
| Public Sector Pension Investment Board | $22.5M | 92,352 | 0.03% | 31q | +91.4%+$10.7M |
| CITADEL ADVISORS LLC | $21.6M | 55,775 | 0.00% | 31q | -2.0%-$439.0K |
| JONES FINANCIAL COMPANIES LLLP | $18.6M | 74,740 | 0.01% | 11q | +31.1%+$4.4M |
| AQR CAPITAL MANAGEMENT LLC | $18.5M | 76,079 | 0.01% | 12q | +7.8%+$1.3M |
| PRINCIPAL FINANCIAL GROUP INC | $18.4M | 75,672 | 0.01% | 31q | +0.9%+$164.9K |
| RAYMOND JAMES FINANCIAL INC | $18.3M | 75,146 | 0.00% | 7q | +3.7%+$645.9K |
| WELLS FARGO & COMPANY/MN | $17.5M | 71,894 | 0.00% | 31q | -36.1%-$9.9M |
| Invesco Ltd. | $12.7M | 52,053 | 0.00% | 31q | -19.7%-$3.1M |
| JPMORGAN CHASE & CO | $11.2M | 44,838 | 0.00% | 31q | +20.1%+$1.9M |
| ENVESTNET ASSET MANAGEMENT INC | $10.6M | 43,364 | 0.00% | 31q | +1.3%+$139.9K |
| Ceredex Value Advisors LLC | $9.2M | 37,575 | 0.26% | new | NEW |
| GAMCO INVESTORS, INC. ET AL | $9.1M | 37,500 | 0.08% | 31q | HELD |
| RHUMBLINE ADVISERS | $9.1M | 37,252 | 0.01% | 31q | -10.3%-$1.0M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $8.8M | 36,186 | 0.03% | 6q | -46.7%-$7.7M |
| BANK OF AMERICA CORP /DE/ | $8.6M | 35,182 | 0.00% | 31q | -18.0%-$1.9M |
| DRH Investments, Inc. | $8.3M | 34,157 | 6.59% | 3q | -7.7%-$693.6K |
| D. E. Shaw & Co., Inc. | $8.3M | 30,702 | 0.00% | 23q | -51.7%-$8.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $8.1M | 33,377 | 0.00% | 31q | -10.9%-$998.4K |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $7.8M | 31,978 | 0.02% | 7q | -6.2%-$518.5K |
| ProShare Advisors LLC | $7.7M | 31,696 | 0.01% | 31q | +11.8%+$814.7K |
| GCQ FUNDS MANAGEMENT PTY Ltd | $7.5M | 30,749 | 1.04% | 7q | -2.8%-$214.2K |
| Legal & General Group Plc | $7.4M | 30,372 | 0.00% | 31q | -3.9%-$303.3K |
| UBS Group AG | $7.1M | 29,190 | 0.00% | 31q | -41.8%-$5.1M |
| Swiss National Bank | $6.6M | 27,000 | 0.00% | 31q | +1.1%+$73.1K |
| JANE STREET GROUP, LLC | $6.4M | options only | 0.00% | 22q | OPTIONS |
| Creative Planning | $6.2M | 25,587 | 0.00% | 31q | -8.1%-$547.5K |
| BARCLAYS PLC | $6.2M | 25,431 | 0.00% | 31q | -74.1%-$17.8M |
| Vest Financial, LLC | $6.1M | 25,019 | 0.06% | 5q | -19.8%-$1.5M |
| Corient Private Wealth LP | $5.7M | 23,382 | 0.00% | 15q | +100.9%+$2.9M |
| DEUTSCHE BANK AG\ | $5.4M | 22,346 | 0.00% | 34q | +71.8%+$2.3M |
| CRAWFORD INVESTMENT COUNSEL INC | $5.4M | 22,336 | 0.09% | 13q | +4.1%+$216.8K |
| BROWN ADVISORY INC | $5.2M | 21,443 | 0.01% | 2q | +147.0%+$3.1M |
| California Public Employees Retirement System | $5.1M | 21,018 | 0.00% | 31q | HELD |
| FIFTH THIRD BANCORP | $4.8M | 19,824 | 0.01% | 30q | -10.9%-$591.1K |
| EXCHANGE TRADED CONCEPTS, LLC | $4.8M | 19,734 | 0.01% | 10q | +103.4%+$2.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.8M | 13,720 | 0.00% | 31q | +42.0%+$1.4M |
| NORGES BANK | $4.5M | 18,400 | 0.00% | 32q | -35.2%-$2.4M |
| STIFEL FINANCIAL CORP | $4.4M | 18,045 | 0.00% | 31q | +6.5%+$270.2K |
| ROYAL BANK OF CANADA | $4.2M | 17,300 | 0.00% | 31q | -3.6%-$157.4K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $4.2M | 17,203 | 0.02% | 9q | -53.0%-$4.7M |
| Squarepoint Ops LLC | $3.9M | 16,206 | 0.00% | 4q | -54.6%-$4.8M |
| Westhampton Capital, LLC | $3.9M | 16,012 | 1.62% | 29q | -1.2%-$46.3K |
| PRUDENTIAL FINANCIAL INC | $3.4M | 13,969 | 0.00% | 31q | +1.1%+$38.3K |
| Quantinno Capital Management LP | $3.4M | 13,962 | 0.00% | 6q | +19.9%+$565.8K |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $3.4M | 13,718 | 0.00% | 7q | HELD |
| LPL Financial LLC | $3.3M | 13,655 | 0.00% | 31q | +8.3%+$254.1K |
| VANGUARD ASSET MANAGEMENT, Ltd | $3.3M | 13,389 | 0.00% | 2q | +4.2%+$131.8K |
| IMC-Chicago, LLC | $3.2M | 1,093 | 0.00% | 2q | -61.0%-$5.0M |
| Texas Yale Capital Corp. | $2.9M | 11,795 | 0.06% | 31q | HELD |
| Holocene Advisors, LP | $2.8M | 11,493 | 0.01% | new | NEW |
| Man Group plc | $2.8M | 11,456 | 0.00% | 31q | -59.3%-$4.1M |
| Louisiana State Employees Retirement System | $2.7M | 11,900 | 0.02% | 31q | +98.3%+$1.3M |
| REIK & CO., LLC | $2.6M | 10,800 | 0.69% | 31q | HELD |
| Bridgewater Associates, LP | $2.5M | 10,105 | 0.01% | 4q | +46.7%+$783.8K |
| MARSHALL WACE, LLP | $2.4M | 10,019 | 0.00% | 16q | -91.5%-$26.4M |
| CAPTRUST FINANCIAL ADVISORS | $2.4M | 9,893 | 0.00% | 30q | +27.1%+$514.3K |
| GABELLI FUNDS LLC | $2.3M | 9,500 | 0.01% | 31q | HELD |
| BOOTHBAY FUND MANAGEMENT, LLC | $2.3M | 9,468 | 0.03% | new | NEW |
| Mariner, LLC | $2.2M | 8,878 | 0.00% | 16q | +2.5%+$52.4K |
| Russell Investments Group, Ltd. | $2.1M | 8,469 | 0.00% | 14q | +59.5%+$769.9K |
| CANADA PENSION PLAN INVESTMENT BOARD | $2.0M | 8,200 | 0.00% | 5q | HELD |
| MetLife Investment Management, LLC | $1.9M | 7,966 | 0.01% | 32q | +8.1%+$145.9K |
| Bridge City Capital, LLC | $1.9M | 7,786 | 0.43% | 31q | -1.9%-$37.5K |
| CITIGROUP INC | $1.9M | 7,664 | 0.00% | 31q | +233.8%+$1.3M |
| DAVENPORT & Co LLC | $1.9M | 7,661 | 0.01% | 21q | +30.2%+$432.7K |
| FEDERATED HERMES, INC. | $1.9M | 7,628 | 0.00% | 31q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $1.8M | 7,508 | 0.00% | 31q | +7.1%+$121.8K |
| INTECH INVESTMENT MANAGEMENT LLC | $1.8M | 7,494 | 0.02% | 9q | -23.8%-$569.4K |
| VOYA INVESTMENT MANAGEMENT LLC | $1.7M | 7,134 | 0.00% | 31q | +4.3%+$70.9K |
| ALGERT GLOBAL LLC | $1.7M | 7,026 | 0.02% | 18q | -50.0%-$1.7M |
| One Wealth Advisors, LLC | $1.7M | 6,996 | 0.19% | 12q | -11.4%-$219.3K |
| Cetera Investment Advisers | $1.6M | 6,769 | 0.00% | 10q | -2.2%-$37.0K |
| HANCOCK WHITNEY CORP | $1.6M | 6,722 | 0.03% | 31q | -1.1%-$17.5K |
| VICTORY CAPITAL MANAGEMENT INC | $1.6M | 6,719 | 0.00% | 31q | -7.3%-$128.2K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1.6M | 6,655 | 0.00% | 31q | +8.7%+$129.1K |
Showing the largest 100 of 388 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 364 | $2.8B | 11,477,829 | 49 | 104 | 111 | 0.7% |
| Q1 2026 | 357 | $2.4B | 11,729,862 | 41 | 117 | 102 | 0.7% |
| Q4 2025 | 357 | $2.3B | 11,469,612 | 43 | 108 | 117 | 1.5% |
| Q3 2025 | 347 | $2.3B | 11,435,005 | 40 | 108 | 111 | 1.2% |
| Q2 2025 | 352 | $2.7B | 11,780,742 | 37 | 112 | 98 | 0.5% |
| Q1 2025 | 348 | $2.9B | 11,760,284 | 31 | 109 | 106 | 0.4% |
| Q4 2024 | 342 | $2.9B | 11,992,502 | 30 | 104 | 105 | 0.5% |
| Q3 2024 | 331 | $3.2B | 12,394,600 | 40 | 91 | 101 | 1.5% |
| Q2 2024 | 309 | $2.8B | 12,374,963 | 25 | 96 | 94 | 2.5% |
| Q1 2024 | 314 | $3.2B | 12,471,659 | 39 | 86 | 95 | 2.6% |
| Q4 2023 | 302 | $3.0B | 12,497,491 | 42 | 84 | 79 | 1.8% |
| Q3 2023 | 271 | $2.5B | 12,053,291 | 32 | 69 | 86 | 1.9% |
| Q2 2023 | 256 | $2.3B | 12,166,191 | 27 | 68 | 72 | 1.7% |
| Q1 2023 | 244 | $2.2B | 12,206,786 | 25 | 92 | 46 | 1.2% |
| Q4 2022 | 217 | $1.6B | 9,737,286 | 27 | 67 | 65 | 1.5% |
| Q3 2022 | 281 | $2.2B | 12,658,901 | 24 | 80 | 89 | 0.8% |
| Q2 2022 | 298 | $2.6B | 12,744,466 | 39 | 78 | 90 | 0.9% |
| Q1 2022 | 290 | $2.3B | 12,682,482 | 27 | 89 | 81 | 1.1% |
| Q4 2021 | 307 | $3.0B | 12,480,494 | 26 | 95 | 77 | 1.4% |
| Q3 2021 | 316 | $2.8B | 12,146,017 | 37 | 88 | 90 | 1.0% |
| Q2 2021 | 316 | $3.1B | 12,069,092 | 37 | 85 | 99 | 1.4% |
| Q1 2021 | 320 | $3.7B | 12,153,596 | 37 | 83 | 101 | 0.7% |
| Q4 2020 | 315 | $3.2B | 12,022,316 | 50 | 77 | 98 | 0.9% |
| Q3 2020 | 287 | $2.3B | 11,987,668 | 28 | 77 | 89 | 0.9% |
| Q2 2020 | 297 | $2.5B | 12,517,688 | 36 | 86 | 90 | 1.0% |
| Q1 2020 | 292 | $2.6B | 12,996,126 | 34 | 81 | 89 | 1.3% |
| Q4 2019 | 286 | $2.4B | 12,396,016 | 27 | 74 | 79 | 0.6% |
| Q3 2019 | 281 | $2.2B | 12,111,048 | 28 | 83 | 74 | 0.9% |
| Q2 2019 | 274 | $1.9B | 12,042,416 | 27 | 72 | 83 | 1.3% |
| Q1 2019 | 290 | $2.1B | 12,462,526 | 25 | 100 | 72 | 0.8% |
| Q4 2018 | 301 | $2.4B | 12,775,843 | 6 | 4 | 6 | 1.0% |