DaveManuel.com · Institutional Ownership · Who Owns It
WD-40 CO (WDFC)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
392
Reporting holders
$2.9B
Reported value
87.7%
Of shares outstanding
0.4%
Calls
0.3%
Puts
+8
Holder change
Institutions report 11,764,282 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.
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 |
|---|---|---|---|---|---|
| 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 | +21.5%+$12.9M |
| Thrivent Financial for Lutherans | $67.2M | 275,985 | 0.11% | 31q | HELD |
| 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 |
| 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 |
| CITADEL ADVISORS LLC | $21.6M incl. $8.0M options CALL+PUT | 55,775 | 0.00% | 31q | -2.0%-$439.0K |
| NATIXIS ADVISORS, LLC | $19.6M | 80,653 | 0.02% | 31q | +33.4%+$4.9M |
| 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 | +27.8%+$3.8M |
| Invesco Ltd. | $12.7M | 52,053 | 0.00% | 31q | -19.7%-$3.1M |
| Public Sector Pension Investment Board | $11.3M | 46,176 | 0.03% | 31q | -4.3%-$504.3K |
| 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 incl. $779.6K options CALL | 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 |
| KBC Group NV | $7.5M | 30,944 | 0.02% | 17q | HELD |
| 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 CALL+PUT | 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 |
| BESSEMER GROUP INC | $5.9M | 24,414 | 0.01% | 31q | HELD |
| 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 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.8M incl. $1.4M options CALL+PUT | 13,720 | 0.00% | 31q | +42.0%+$1.4M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $4.6M | 18,960 | 0.00% | 31q | +18.3%+$714.2K |
| 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 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3.7M | 15,238 | 0.00% | 31q | -9.2%-$374.5K |
| 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 incl. $2.9M options CALL+PUT | 1,093 | 0.00% | 2q | -61.0%-$5.0M |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $3.2M | 12,939 | 0.01% | 31q | -0.5%-$16.8K |
| Corient Private Wealth LP | $3.0M | 12,358 | 0.00% | 15q | +6.2%+$175.2K |
| Cambridge Investment Research Advisors, Inc. | $2.9M | 12,018 | 0.00% | 31q | +101.0%+$1.5M |
| 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 |
| CANADA LIFE ASSURANCE Co | $2.7M | 11,113 | 0.00% | 27q | -4.3%-$122.1K |
| 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 |
| EXCHANGE TRADED CONCEPTS, LLC | $2.4M | 9,867 | 0.01% | 10q | +1.7%+$40.7K |
| 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 |
Showing the largest 100 of 392 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-03 | 2026-09-01 | Directors or officers departed or appointed | filing |
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 | 78 | $42.3M | 209,355 | 9 | 16 | 27 | 0.0% |
| Q2 2026 | 392 | $2.9B | 11,764,282 | 48 | 113 | 121 | 0.7% |
| Q1 2026 | 384 | $2.4B | 11,942,058 | 43 | 126 | 114 | 0.7% |
| Q4 2025 | 385 | $2.3B | 11,597,535 | 45 | 119 | 124 | 1.5% |
| Q3 2025 | 376 | $2.3B | 11,562,708 | 46 | 117 | 120 | 1.1% |
| Q2 2025 | 379 | $2.7B | 12,010,565 | 39 | 119 | 108 | 0.5% |
| Q1 2025 | 379 | $2.9B | 11,979,771 | 33 | 122 | 117 | 0.4% |
| Q4 2024 | 373 | $3.0B | 12,223,937 | 32 | 113 | 118 | 0.5% |
| Q3 2024 | 365 | $3.3B | 12,634,208 | 42 | 105 | 112 | 1.5% |
| Q2 2024 | 345 | $2.8B | 12,628,789 | 27 | 105 | 111 | 2.6% |
| Q1 2024 | 359 | $3.4B | 13,024,789 | 44 | 100 | 111 | 2.6% |
| Q4 2023 | 347 | $3.1B | 12,970,147 | 50 | 94 | 95 | 1.8% |
| Q3 2023 | 310 | $2.6B | 12,469,105 | 38 | 77 | 102 | 2.0% |
| Q2 2023 | 293 | $2.4B | 12,549,092 | 32 | 75 | 81 | 1.7% |
| Q1 2023 | 291 | $2.3B | 12,711,394 | 32 | 102 | 64 | 1.4% |
| Q4 2022 | 277 | $2.1B | 12,640,312 | 30 | 76 | 98 | 1.2% |
| Q3 2022 | 274 | $2.6B | 14,565,173 | 24 | 76 | 88 | 0.7% |
| Q2 2022 | 291 | $3.0B | 14,645,023 | 37 | 76 | 87 | 0.8% |
| Q1 2022 | 284 | $2.8B | 15,527,844 | 27 | 86 | 78 | 0.9% |
| Q4 2021 | 304 | $4.4B | 18,193,503 | 26 | 95 | 75 | 0.9% |
| Q3 2021 | 313 | $4.3B | 18,560,602 | 37 | 86 | 90 | 0.6% |
| Q2 2021 | 313 | $4.4B | 17,187,335 | 37 | 83 | 99 | 1.0% |
| Q1 2021 | 315 | $5.2B | 17,049,731 | 37 | 80 | 100 | 0.5% |
| Q4 2020 | 312 | $4.5B | 17,166,001 | 50 | 76 | 97 | 0.7% |
| Q3 2020 | 284 | $3.7B | 19,734,161 | 28 | 75 | 88 | 0.6% |
| Q2 2020 | 294 | $4.0B | 20,323,132 | 36 | 85 | 88 | 0.6% |
| Q1 2020 | 290 | $4.8B | 23,876,761 | 34 | 78 | 91 | 0.7% |
| Q4 2019 | 282 | $3.7B | 19,259,891 | 27 | 73 | 78 | 0.4% |
| Q3 2019 | 278 | $3.5B | 19,214,059 | 28 | 81 | 73 | 0.6% |
| Q2 2019 | 271 | $3.1B | 19,135,030 | 27 | 70 | 82 | 0.8% |
| Q1 2019 | 287 | $3.1B | 18,363,908 | 25 | 98 | 73 | 0.5% |
| Q4 2018 | 298 | $3.8B | 20,431,186 | 6 | 4 | 6 | 0.6% |