WD 40 Co
WDFC- Exchange
- Nasdaq
- Industry
- Miscellaneous Chemical Products
- SEC CIK
- 0000105132
In the last 90 days, WD 40 Co insiders filed 0 open-market purchases and 2 sales; 387 institutions reported holding it in 13F filings for Q2 2026, worth $2.85B in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in WD 40 Co as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 307
- +21 vs. Q2 2023
- Shares held
- 12.4M
- −157.0K (−1.3%) vs. Q2 2023
- Total value
- $2.53B
- +$193.1M (+8.3%) vs. Q2 2023
- New holders
- 42
- 80 more added
- Sold out
- 21
- 108 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WDFC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 387 | $2.85B |
| Q1 2026 | 382 | $2.43B |
| Q4 2025 | 383 | $2.28B |
| Q3 2025 | 374 | $2.27B |
| Q2 2025 | 380 | $2.73B |
| Q1 2025 | 379 | $2.92B |
| Q4 2024 | 371 | $2.96B |
| Q3 2024 | 364 | $3.20B |
| Q2 2024 | 343 | $2.74B |
| Q1 2024 | 355 | $3.17B |
| Q4 2023 | 345 | $2.98B |
| Q3 2023 | 307 | $2.53B |
| Q2 2023 | 288 | $2.34B |
| Q1 2023 | 286 | $2.24B |
| Q4 2022 | 270 | $2.04B |
| Q3 2022 | 281 | $2.23B |
| Q2 2022 | 293 | $2.55B |
| Q1 2022 | 287 | $2.29B |
| Q4 2021 | 307 | $2.99B |
| Q3 2021 | 317 | $2.76B |
| Q2 2021 | 315 | $3.03B |
| Q1 2021 | 318 | $3.64B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding WD 40 Co; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 2 | $0 | 0.00% | +2 | New |
| Parallel Advisors, LLC | 1 | $203 | 0.00% | −2−66.7% | Reduced |
| Baker Avenue Asset Management, LP | 1 | $203 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 1 | $204 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $406 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2 | $406 | 0.00% | +2 | New |
| Abound Wealth Management | 2 | $407 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $610 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 4 | $813 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 4 | $813 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 9 | $1.00K | 0.00% | +9 | New |
| Farther Finance Advisors, LLC | 5 | $1.02K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 5 | $1.02K | 0.00% | +5 | New |
| JFS Wealth Advisors, LLC | 8 | $1.63K | 0.00% | +1+14.3% | Added |
| Farmers & Merchants Investments Inc | 10 | $2.03K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 10 | $2.03K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 11 | $2.24K | 0.00% | −5−31.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 13 | $2.64K | 0.00% | +13 | New |
| Foster Dykema Cabot & Co Inc | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 16 | $3.25K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 20 | $4.07K | 0.00% | +9+81.8% | Added |
| Key Financial Inc | 22 | $4.47K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $4.67K | 0.00% | −5−17.9% | Reduced |
| Institutional & Family Asset Management, LLC | 24 | $4.88K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 27 | $5.49K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 29 | $5.89K | 0.00% | −17−37.0% | Reduced |
| Signaturefd, LLC | 31 | $6.30K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 34 | $6.91K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 35 | $7.11K | 0.00% | +1+2.9% | Added |
| LGT Financial Advisors LLC | 38 | $7.72K | 0.01% | +38 | New |
| DB Wealth Management Group, LLC | 40 | $8.13K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 44 | $8.95K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 43 | $9.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 47 | $9.55K | 0.00% | +18+62.1% | Added |
| Versant Capital Management, Inc | 48 | $9.76K | 0.00% | −4−7.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 50 | $10.2K | 0.00% | +50 | New |
| LWM Advisory Services, LLC | 51 | $10.4K | 0.01% | +51 | New |
| Harvest Fund Management Co., Ltd | 56 | $11.0K | 0.00% | +56 | New |
| Bartlett & Co. Wealth Management LLC | 57 | $11.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 57 | $12.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 67 | $13.5K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 69 | $14.0K | 0.00% | −2−2.8% | Reduced |
| Operose Advisors LLC | 72 | $14.6K | 0.01% | +72 | New |
| Covestor Ltd | 76 | $16.0K | 0.01% | −48−38.7% | Reduced |
| Fairfield Financial Advisors, LTD | 80 | $16.3K | 0.01% | −29−26.6% | Reduced |
| Tortoise Investment Management, LLC | 85 | $17.3K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 86 | $17.5K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 91 | $18.5K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 100 | $20.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 100 | $20.3K | 0.00% | +100 | New |
| Public Employees Retirement System of Ohio | 108 | $22.0K | 0.00% | −4−3.6% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 125 | $25.4K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 134 | $27.0K | 0.00% | +1+0.8% | Added |
| Nalls Sherbakoff Group, LLC | 175 | $35.6K | 0.03% | +1+0.6% | Added |
| Center for Financial Planning, Inc. | 200 | $40.6K | 0.01% | −100−33.3% | Reduced |
| WFA of San Diego, LLC | 200 | $40.6K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 247 | $50.2K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 300 | $61.0K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 300 | $61.0K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 308 | $62.6K | 0.01% | +1+0.3% | Added |
| Acadian Asset Management LLC | 330 | $67.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 332 | $67.4K | 0.00% | +10+3.1% | Added |
| State of Wyoming | 334 | $67.9K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 351 | $71.3K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 363 | $74.0K | 0.00% | −59−14.0% | Reduced |
| Trivant Custom Portfolio Group, LLC | 368 | $74.8K | 0.05% | −175−32.2% | Reduced |
| KBC Group NV | 370 | $75.0K | 0.00% | −657−64.0% | Reduced |
| Rosenberg Matthew Hamilton | 370 | $75.1K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 375 | $76.2K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 385 | $78.2K | 0.01% | +33+9.4% | Added |
| STRS Ohio | 400 | $81.0K | 0.00% | +200+100.0% | Added |
| Eagle Bay Advisors LLC | 433 | $88.0K | 0.04% | +216+99.5% | Added |
| Salem Investment Counselors Inc | 460 | $93.5K | 0.00% | −100−17.9% | Reduced |
| Walleye Capital LLC | 476 | $96.7K | 0.00% | −118−19.9% | Reduced |
| Gradient Investments LLC | 500 | $101.6K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 552 | $112.2K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 651 | $132.3K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 690 | $140.2K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 699 | $142.1K | 0.00% | +476+213.5% | Added |
| Metropolitan Life Insurance Co | 782 | $158.9K | 0.01% | +43+5.8% | Added |
| Global Retirement Partners, LLC | 872 | $175.5K | 0.01% | +15+1.8% | Added |
| First Manhattan Co | 900 | $182.9K | 0.00% | −300−25.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 982 | $199.6K | 0.00% | −1,046−51.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,000 | $203.2K | 0.00% | +1,000 | New |
| Nwam LLC | 1,000 | $203.2K | 0.02% | +1,000 | New |
| Wealth Alliance | 1,018 | $207.0K | 0.03% | +1,018 | New |
| Fulton Bank, N.A. | 1,019 | $207.1K | 0.01% | +1,019 | New |
| AQR Capital Management LLC | 1,020 | $207.3K | 0.00% | +1,020 | New |
| Bryn Mawr Trust Co | 1,040 | $211.4K | 0.01% | +1,040 | New |
| Teacher Retirement System of Texas | 1,049 | $213.0K | 0.00% | +1,049 | New |
| Cim, LLC | 1,064 | $216.2K | 0.04% | +1,064 | New |
| Stonegate Investment Group, LLC | 1,091 | $221.7K | 0.01% | −16−1.4% | Reduced |
| Sweeney & Michel, LLC | 1,025 | $223.1K | 0.12% | 00.0% | Unchanged |
| Regions Financial Corp | 1,120 | $227.6K | 0.00% | −40−3.4% | Reduced |
| Crossmark Global Holdings, Inc. | 1,109 | $228.0K | 0.01% | −80−6.7% | Reduced |
| King Wealth | 1,144 | $232.0K | 0.05% | +1+0.1% | Added |
| US Bancorp | 1,144 | $232.5K | 0.00% | −459−28.6% | Reduced |
| Stokes Family Office, LLC | 1,156 | $234.9K | 0.03% | +84+7.8% | Added |
| Argent Trust Co | 1,156 | $234.9K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,171 | $238.0K | 0.03% | 00.0% | Unchanged |