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Institutional Ownership · SEC Form 13F

Who owns WD-40 Company (WDFC)


Which tracked institutional funds hold WDFC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WDFC company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

379
Institutional holders
11M
Shares held (tracked funds)
84.9%
Of shares outstanding

How the tape is positioned

72 tracked funds added or opened WDFC while 61 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

WDFC’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes WDFC more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in WDFC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 379 tracked filers holding WDFC, 176 increased or opened the position and 166 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in WDFC between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 13

  • VANGUARD PORTFOLIO MANAGEMENT LLC$212M
  • VANGUARD CAPITAL MANAGEMENT LLC$124M
  • Ophir Asset Management Pty Ltd$22M
  • NORDEA INVESTMENT MANAGEMENT AB$21M
  • VANGUARD FIDUCIARY TRUST CO$19M
  • XTX Topco Ltd$3M

Full exits 15

  • VANGUARD GROUP INC$303M
  • Balyasny Asset Management L.P.$29M
  • TUDOR INVESTMENT CORP ET AL$7M
  • COMERICA BANK$6M
  • TWO SIGMA ADVISERS, LP$4M
  • DARK FOREST CAPITAL MANAGEMENT LP$2M

Largest adds

  • Thrivent Financial for Lutherans$55M
  • NORGES BANK$35M
  • FIRST TRUST ADVISORS LP$27M
  • KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$25M
  • MORGAN STANLEY$24M
  • JONES FINANCIAL COMPANIES LLLP$11M

Largest trims

  • BlackRock, Inc.$106M
  • GCQ FUNDS MANAGEMENT PTY Ltd$37M
  • Conestoga Capital Advisors, LLC$20M
  • Invesco Ltd.$19M
  • ALGERT GLOBAL LLC$12M
  • ALLIANCEBERNSTEIN L.P.$12M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed1,428,408$291M11.1%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new1,038,139$212M8.1%2026-Q1
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC added634,334$129M4.9%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new605,654$124M4.7%2026-Q1
STATE STREET CORP added526,402$107M4.1%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed469,536$92M3.5%2026-Q1
FIRST TRUST ADVISORS LP added411,312$84M3.2%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added407,471$83M3.2%2026-Q1
MORGAN STANLEY added304,784$62M2.4%2026-Q1
DIMENSIONAL FUND ADVISORS LP added294,277$60M2.3%2026-Q1
GENEVA CAPITAL MANAGEMENT LLC added282,449$58M2.2%2026-Q1
Thrivent Financial for Lutherans added276,462$56M2.1%2026-Q1
AMERIPRISE FINANCIAL INC trimmed245,819$50M1.9%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed203,476$41M1.6%2026-Q1
NORGES BANK added165,915$40M1.5%2026-Q1
Conestoga Capital Advisors, LLC trimmed190,200$39M1.5%2026-Q1
ROYCE & ASSOCIATES LP added180,847$37M1.4%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added152,259$31M1.2%2026-Q1
NORTHERN TRUST CORP added146,443$30M1.1%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed121,810$25M0.9%2026-Q1
Bank of New York Mellon Corp trimmed118,568$24M0.9%2026-Q1
MARSHALL WACE, LLP trimmed117,943$24M0.9%2026-Q1
Ophir Asset Management Pty Ltd new105,755$22M0.8%2026-Q1
NORDEA INVESTMENT MANAGEMENT AB new100,932$21M0.8%2026-Q1
BARCLAYS PLC added98,333$20M0.8%2026-Q1
VANGUARD FIDUCIARY TRUST CO new93,779$19M0.7%2026-Q1
GOLDMAN SACHS GROUP INC added86,338$18M0.7%2026-Q1
Nuveen, LLC added86,145$18M0.7%2026-Q1
JANE STREET GROUP, LLC added80,221$16M0.6%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added74,995$15M0.6%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed72,495$15M0.6%2026-Q1
AQR CAPITAL MANAGEMENT LLC added69,204$14M0.5%2026-Q1
JACOBS LEVY EQUITY MANAGEMENT, INC trimmed67,870$14M0.5%2026-Q1
MILLENNIUM MANAGEMENT LLC added66,223$14M0.5%2026-Q1
D. E. Shaw & Co., Inc. trimmed63,563$13M0.5%2026-Q1
NATIXIS ADVISORS, LLC added60,437$12M0.5%2026-Q1
CITADEL ADVISORS LLC added56,907$12M0.4%2026-Q1
WELLS FARGO & COMPANY/MN trimmed56,265$11M0.4%2026-Q1
JONES FINANCIAL COMPANIES LLLP added56,996$11M0.4%2026-Q1
UBS Group AG added50,153$10M0.4%2026-Q1
Public Sector Pension Investment Board added48,246$10M0.4%2026-Q1
BANK OF AMERICA CORP /DE/ added42,888$9M0.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added42,790$9M0.3%2026-Q1
Invesco Ltd. trimmed42,606$9M0.3%2026-Q1
RHUMBLINE ADVISERS added41,543$8M0.3%2026-Q1
GAMCO INVESTORS, INC. ET AL trimmed37,500$8M0.3%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added37,475$8M0.3%2026-Q1
JPMORGAN CHASE & CO added37,338$8M0.3%2026-Q1
DRH Investments, Inc. added37,004$8M0.3%2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed36,584$7M0.3%2026-Q1
Squarepoint Ops LLC trimmed35,733$7M0.3%2026-Q1
HRT FINANCIAL LP added34,501$7M0.3%2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXAS added34,106$7M0.3%2026-Q1
GCQ FUNDS MANAGEMENT PTY Ltd trimmed31,628$6M0.2%2026-Q1
Legal & General Group Plc trimmed31,617$6M0.2%2026-Q1
Vest Financial, LLC added31,178$6M0.2%2026-Q1
KBC Group NV added30,944$6M0.2%2026-Q1
ProShare Advisors LLC trimmed28,352$6M0.2%2026-Q1
Man Group plc trimmed28,170$6M0.2%2026-Q1
Creative Planning added27,834$6M0.2%2026-Q1
Swiss National Bank26,700$5M0.2%2026-Q1
BESSEMER GROUP INC added24,522$5M0.2%2026-Q1
FIFTH THIRD BANCORP added22,250$5M0.2%2026-Q1
CRAWFORD INVESTMENT COUNSEL INC added21,446$4M0.2%2026-Q1
California Public Employees Retirement System trimmed21,047$4M0.2%2026-Q1
CAPITAL FUND MANAGEMENT S.A. trimmed20,812$4M0.2%2026-Q1
AMERICAN CENTURY COMPANIES INC added18,876$4M0.1%2026-Q1
Point72 Asset Management, L.P. trimmed18,005$4M0.1%2026-Q1
ROYAL BANK OF CANADA trimmed17,946$4M0.1%2026-Q1
STIFEL FINANCIAL CORP trimmed16,936$3M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added16,775$3M0.1%2026-Q1
Qube Research & Technologies Ltd added16,283$3M0.1%2026-Q1
Westhampton Capital, LLC16,202$3M0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added16,029$3M0.1%2026-Q1
FMR LLC added15,680$3M0.1%2026-Q1
XTX Topco Ltd added14,152$3M0.1%2026-Q1
PRUDENTIAL FINANCIAL INC added13,812$3M0.1%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP added13,748$3M0.1%2026-Q1
Jefferies Financial Group Inc. trimmed13,699$3M0.1%2026-Q1
NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed13,008$3M0.1%2026-Q1
DEUTSCHE BANK AG\ trimmed13,007$3M0.1%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new12,848$3M0.1%2026-Q1
LPL Financial LLC added12,612$3M0.1%2026-Q1
Texas Yale Capital Corp.11,817$2M0.1%2026-Q1
Quantinno Capital Management LP added11,640$2M0.1%2026-Q1
Corient Private Wealth LLC added11,639$2M0.1%2026-Q1
VANGUARD GROUP INC trimmed1,536,993$303M11.5%2025-Q4 stale
Balyasny Asset Management L.P. added148,759$29M1.1%2025-Q4 stale
DF DENT & CO INC added64,420$15M0.6%2025-Q2 stale
Cubist Systematic Strategies, LLC added50,616$10M0.4%2025-Q3 stale
WELLINGTON MANAGEMENT GROUP LLP trimmed48,418$10M0.4%2025-Q3 stale
APG Asset Management N.V. trimmed55,114$9M0.4%2025-Q3 stale
TUDOR INVESTMENT CORP ET AL trimmed36,506$7M0.3%2025-Q4 stale
JUPITER ASSET MANAGEMENT LTD trimmed28,076$6M0.2%2025-Q2 stale
Walleye Capital LLC added24,967$6M0.2%2025-Q2 stale
COMERICA BANK trimmed28,861$6M0.2%2025-Q4 stale
TWO SIGMA ADVISERS, LP added22,800$4M0.2%2025-Q4 stale
VAN ECK ASSOCIATES CORP added14,673$4M0.1%2025-Q1 stale
TrueMark Investments, LLC added13,879$3M0.1%2025-Q3 stale
Edgestream Partners, L.P. added13,252$3M0.1%2025-Q3 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership