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Institutional Ownership · SEC Form 13F

Who owns WD-40 (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-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

360
Institutional holders
11M
Shares held (tracked funds)
83.4%
Of shares outstanding

How the tape is positioned

99 tracked funds added or opened WDFC while 56 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, BlackRock, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.

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 2026-Q1 and 2026-Q2, across 360 tracked filers holding WDFC, 163 increased or opened the position and 183 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

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 2026-Q1 and 2026-Q2 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

  • Ceredex Value Advisors LLC$9M
  • Holocene Advisors, LP$3M
  • BOOTHBAY FUND MANAGEMENT, LLC$2M
  • Jupiter Topco LLC$2M
  • Brevan Howard Capital Management LP$1M
  • Schonfeld Strategic Advisors LLC$803K

Full exits 31

  • Thrivent Financial for Lutherans$56M
  • NORDEA INVESTMENT MANAGEMENT AB$21M
  • JANE STREET GROUP, LLC$16M
  • NATIXIS ADVISORS, LLC$12M
  • HRT FINANCIAL LP$7M
  • KBC Group NV$6M

Largest adds

  • BlackRock, Inc.$214M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$50M
  • AMERICAN CENTURY COMPANIES INC$48M
  • GOLDMAN SACHS GROUP INC$40M
  • Ophir Asset Management Pty Ltd$28M
  • STATE STREET CORP$26M

Largest trims

  • NORGES BANK$36M
  • MARSHALL WACE, LLP$22M
  • ALLIANCEBERNSTEIN L.P.$15M
  • BARCLAYS PLC$14M
  • MILLENNIUM MANAGEMENT LLC$13M
  • Conestoga Capital Advisors, LLC$8M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added2,075,743$506M19.1%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added1,075,929$262M9.9%2026-Q2
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed629,021$153M5.8%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC trimmed604,460$147M5.6%2026-Q2
STATE STREET CORP added549,199$134M5.1%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added441,406$108M4.1%2026-Q2
ALLIANCEBERNSTEIN L.P. trimmed377,541$77M2.9%2026-Q2
FIRST TRUST ADVISORS LP trimmed348,519$85M3.2%2026-Q2
DIMENSIONAL FUND ADVISORS LP added311,574$76M2.9%2026-Q2
AMERIPRISE FINANCIAL INC added298,710$73M2.8%2026-Q2
MORGAN STANLEY trimmed252,684$62M2.3%2026-Q2
GOLDMAN SACHS GROUP INC added237,838$58M2.2%2026-Q2
GENEVA CAPITAL MANAGEMENT LLC trimmed222,836$54M2.1%2026-Q2
AMERICAN CENTURY COMPANIES INC added212,756$52M2.0%2026-Q2
TWO SIGMA INVESTMENTS, LP added205,314$50M1.9%2026-Q2
Ophir Asset Management Pty Ltd added202,300$49M1.9%2026-Q2
ROYCE & ASSOCIATES LP added185,690$45M1.7%2026-Q2
RENAISSANCE TECHNOLOGIES LLC trimmed176,076$43M1.6%2026-Q2
NORTHERN TRUST CORP added157,943$38M1.5%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added154,213$38M1.4%2026-Q2
Conestoga Capital Advisors, LLC trimmed126,199$31M1.2%2026-Q2
Bank of New York Mellon Corp added119,691$29M1.1%2026-Q2
Nuveen, LLC added103,823$25M1.0%2026-Q2
VANGUARD FIDUCIARY TRUST CO added96,780$24M0.9%2026-Q2
AQR CAPITAL MANAGEMENT LLC added76,079$19M0.7%2026-Q2
PRINCIPAL FINANCIAL GROUP INC added75,672$18M0.7%2026-Q2
RAYMOND JAMES FINANCIAL INC added75,146$18M0.7%2026-Q2
JONES FINANCIAL COMPANIES LLLP added74,740$19M0.7%2026-Q2
WELLS FARGO & COMPANY/MN added71,894$18M0.7%2026-Q2
CITADEL ADVISORS LLC added55,775$14M0.5%2026-Q2
Invesco Ltd. added52,053$13M0.5%2026-Q2
Public Sector Pension Investment Board trimmed46,176$11M0.4%2026-Q2
JPMORGAN CHASE & CO added44,838$11M0.4%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added43,364$11M0.4%2026-Q2
Ceredex Value Advisors LLC new37,575$9M0.3%2026-Q2
GAMCO INVESTORS, INC. ET AL37,500$9M0.3%2026-Q2
RHUMBLINE ADVISERS trimmed37,252$9M0.3%2026-Q2
JACOBS LEVY EQUITY MANAGEMENT, INC trimmed36,186$9M0.3%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed35,182$9M0.3%2026-Q2
DRH Investments, Inc. trimmed34,157$8M0.3%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed33,377$8M0.3%2026-Q2
TEACHER RETIREMENT SYSTEM OF TEXAS trimmed31,978$8M0.3%2026-Q2
ProShare Advisors LLC added31,696$8M0.3%2026-Q2
GCQ FUNDS MANAGEMENT PTY Ltd trimmed30,749$7M0.3%2026-Q2
D. E. Shaw & Co., Inc. trimmed30,702$7M0.3%2026-Q2
Legal & General Group Plc trimmed30,372$7M0.3%2026-Q2
UBS Group AG trimmed29,190$7M0.3%2026-Q2
Swiss National Bank added27,000$7M0.2%2026-Q2
Creative Planning trimmed25,587$6M0.2%2026-Q2
BARCLAYS PLC trimmed25,431$6M0.2%2026-Q2
Vest Financial, LLC trimmed25,019$6M0.2%2026-Q2
DEUTSCHE BANK AG\ added22,346$5M0.2%2026-Q2
CRAWFORD INVESTMENT COUNSEL INC added22,336$5M0.2%2026-Q2
BROWN ADVISORY INC added21,443$5M0.2%2026-Q2
California Public Employees Retirement System trimmed21,018$5M0.2%2026-Q2
FIFTH THIRD BANCORP trimmed19,824$5M0.2%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added18,960$5M0.2%2026-Q2
NORGES BANK trimmed18,400$4M0.2%2026-Q2
STIFEL FINANCIAL CORP added18,045$4M0.2%2026-Q2
ROYAL BANK OF CANADA trimmed17,300$4M0.2%2026-Q2
VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed17,203$4M0.2%2026-Q2
Squarepoint Ops LLC trimmed16,206$4M0.1%2026-Q2
Westhampton Capital, LLC trimmed16,012$4M0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed15,238$4M0.1%2026-Q2
PRUDENTIAL FINANCIAL INC added13,969$3M0.1%2026-Q2
Quantinno Capital Management LP added13,962$3M0.1%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added13,720$3M0.1%2026-Q2
SCHRODER INVESTMENT MANAGEMENT GROUP trimmed13,718$3M0.1%2026-Q2
LPL Financial LLC added13,655$3M0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added13,389$3M0.1%2026-Q2
Corient Private Wealth LP added12,360$3M0.1%2026-Q2
Texas Yale Capital Corp. trimmed11,795$3M0.1%2026-Q2
Holocene Advisors, LP added11,493$3M0.1%2026-Q2
Man Group plc trimmed11,456$3M0.1%2026-Q2
REIK & CO., LLC10,800$3M0.1%2026-Q2
Bridgewater Associates, LP added10,105$2M0.1%2026-Q2
MARSHALL WACE, LLP trimmed10,019$2M0.1%2026-Q2
CAPTRUST FINANCIAL ADVISORS added9,893$2M0.1%2026-Q2
EXCHANGE TRADED CONCEPTS, LLC added9,867$2M0.1%2026-Q2
GABELLI FUNDS LLC9,500$2M0.1%2026-Q2
BOOTHBAY FUND MANAGEMENT, LLC new9,468$2M0.1%2026-Q2
Mariner, LLC added8,878$2M0.1%2026-Q2
Russell Investments Group, Ltd. added8,469$2M0.1%2026-Q2
CANADA PENSION PLAN INVESTMENT BOARD8,200$2M0.1%2026-Q2
MetLife Investment Management, LLC added7,966$2M0.1%2026-Q2
Bridge City Capital, LLC trimmed7,786$2M0.1%2026-Q2
CITIGROUP INC added7,664$2M0.1%2026-Q2
DAVENPORT & Co LLC added7,661$2M0.1%2026-Q2
FEDERATED HERMES, INC.7,628$2M0.1%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND added7,508$2M0.1%2026-Q2
INTECH INVESTMENT MANAGEMENT LLC trimmed7,494$2M0.1%2026-Q2
VIRGINIA RETIREMENT SYSTEMS ET Al added7,445$2M0.1%2026-Q2
VOYA INVESTMENT MANAGEMENT LLC added7,134$2M0.1%2026-Q2
ALGERT GLOBAL LLC7,026$2M0.1%2026-Q2
One Wealth Advisors, LLC trimmed6,996$2M0.1%2026-Q2
Cetera Investment Advisers trimmed6,769$2M0.1%2026-Q2
HANCOCK WHITNEY CORP trimmed6,722$2M0.1%2026-Q2
VICTORY CAPITAL MANAGEMENT INC trimmed6,719$2M0.1%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE added6,655$2M0.1%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed6,427$2M0.1%2026-Q2

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