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; 388 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 | 388 | $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 |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 1,324 | $269.0K | 0.00% | +1,324 | New |
| Rodgers Brothers Inc. | 1,300 | $264.2K | 0.05% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,282 | $261.0K | 0.00% | +1,282 | New |
| Howard Wealth Management, LLC | 1,275 | $259.1K | 0.24% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 1,218 | $247.5K | 0.00% | −23−1.9% | Reduced |
| Orion Portfolio Solutions, LLC | 1,218 | $247.5K | 0.00% | −23−1.9% | Reduced |
| Pathstone Family Office, LLC | 1,189 | $241.7K | 0.00% | +1,189 | New |
| Hollencrest Capital Management | 1,171 | $238.0K | 0.03% | 00.0% | Unchanged |
| Argent Trust Co | 1,156 | $234.9K | 0.01% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 1,156 | $234.9K | 0.03% | +84+7.8% | Added |
| US Bancorp | 1,144 | $232.5K | 0.00% | −459−28.6% | Reduced |
| King Wealth | 1,144 | $232.0K | 0.05% | +1+0.1% | Added |
| Crossmark Global Holdings, Inc. | 1,109 | $228.0K | 0.01% | −80−6.7% | Reduced |
| Regions Financial Corp | 1,120 | $227.6K | 0.00% | −40−3.4% | Reduced |
| Sweeney & Michel, LLC | 1,025 | $223.1K | 0.12% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 1,091 | $221.7K | 0.01% | −16−1.4% | Reduced |
| Cim, LLC | 1,064 | $216.2K | 0.04% | +1,064 | New |
| Teacher Retirement System of Texas | 1,049 | $213.0K | 0.00% | +1,049 | New |
| Bryn Mawr Trust Co | 1,040 | $211.4K | 0.01% | +1,040 | New |
| AQR Capital Management LLC | 1,020 | $207.3K | 0.00% | +1,020 | New |
| Fulton Bank, N.A. | 1,019 | $207.1K | 0.01% | +1,019 | New |
| Wealth Alliance | 1,018 | $207.0K | 0.03% | +1,018 | New |
| 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 |
| Allspring Global Investments Holdings, LLC | 982 | $199.6K | 0.00% | −1,046−51.6% | Reduced |
| First Manhattan Co | 900 | $182.9K | 0.00% | −300−25.0% | Reduced |
| Global Retirement Partners, LLC | 872 | $175.5K | 0.01% | +15+1.8% | Added |
| Metropolitan Life Insurance Co | 782 | $158.9K | 0.01% | +43+5.8% | Added |
| Tower Research Capital LLC (TRC) | 699 | $142.1K | 0.00% | +476+213.5% | Added |
| Laurel Wealth Advisors LLC | 690 | $140.2K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 651 | $132.3K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 552 | $112.2K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 500 | $101.6K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 476 | $96.7K | 0.00% | −118−19.9% | Reduced |
| Salem Investment Counselors Inc | 460 | $93.5K | 0.00% | −100−17.9% | Reduced |
| Eagle Bay Advisors LLC | 433 | $88.0K | 0.04% | +216+99.5% | Added |
| STRS Ohio | 400 | $81.0K | 0.00% | +200+100.0% | Added |
| Quadrant Capital Group LLC | 385 | $78.2K | 0.01% | +33+9.4% | Added |
| Trust Co of Vermont | 375 | $76.2K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 370 | $75.1K | 0.03% | 00.0% | Unchanged |
| KBC Group NV | 370 | $75.0K | 0.00% | −657−64.0% | Reduced |
| Trivant Custom Portfolio Group, LLC | 368 | $74.8K | 0.05% | −175−32.2% | Reduced |
| CWM, LLC | 363 | $74.0K | 0.00% | −59−14.0% | Reduced |
| Bangor Savings Bank | 351 | $71.3K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 334 | $67.9K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 332 | $67.4K | 0.00% | +10+3.1% | Added |
| Acadian Asset Management LLC | 330 | $67.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 308 | $62.6K | 0.01% | +1+0.3% | Added |
| Washington Trust Co | 300 | $61.0K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 300 | $61.0K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 247 | $50.2K | 0.00% | 00.0% | Unchanged |
| 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 |
| Nalls Sherbakoff Group, LLC | 175 | $35.6K | 0.03% | +1+0.6% | Added |
| Tradition Wealth Management, LLC | 134 | $27.0K | 0.00% | +1+0.8% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 125 | $25.4K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 108 | $22.0K | 0.00% | −4−3.6% | Reduced |
| Creative Financial Designs Inc | 100 | $20.3K | 0.00% | +100 | New |
| First PREMIER Bank | 100 | $20.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 91 | $18.5K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 86 | $17.5K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 85 | $17.3K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 80 | $16.3K | 0.01% | −29−26.6% | Reduced |
| Covestor Ltd | 76 | $16.0K | 0.01% | −48−38.7% | Reduced |
| Operose Advisors LLC | 72 | $14.6K | 0.01% | +72 | New |
| Lindbrook Capital, LLC | 69 | $14.0K | 0.00% | −2−2.8% | Reduced |
| Stephens Consulting, LLC | 67 | $13.5K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 57 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 57 | $11.6K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 56 | $11.0K | 0.00% | +56 | New |
| LWM Advisory Services, LLC | 51 | $10.4K | 0.01% | +51 | New |
| Householder Group Estate & Retirement Specialist, LLC | 50 | $10.2K | 0.00% | +50 | New |
| Versant Capital Management, Inc | 48 | $9.76K | 0.00% | −4−7.7% | Reduced |
| Massmutual Trust Co FSB | 47 | $9.55K | 0.00% | +18+62.1% | Added |
| Smithfield Trust Co | 43 | $9.00K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 44 | $8.95K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 40 | $8.13K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 38 | $7.72K | 0.01% | +38 | New |
| Huntington National Bank | 35 | $7.11K | 0.00% | +1+2.9% | Added |
| Rocky Mountain Advisers, LLC | 34 | $6.91K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 31 | $6.30K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 29 | $5.89K | 0.00% | −17−37.0% | Reduced |
| First Horizon Advisors, Inc. | 27 | $5.49K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 24 | $4.88K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $4.67K | 0.00% | −5−17.9% | Reduced |
| Key Financial Inc | 22 | $4.47K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 20 | $4.07K | 0.00% | +9+81.8% | Added |
| Bogart Wealth, LLC | 16 | $3.25K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 13 | $2.64K | 0.00% | +13 | New |
| SRS Capital Advisors, Inc. | 11 | $2.24K | 0.00% | −5−31.3% | Reduced |
| Farmers & Merchants Investments Inc | 10 | $2.03K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 10 | $2.03K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 8 | $1.63K | 0.00% | +1+14.3% | Added |
| Clearstead Advisors, LLC | 5 | $1.02K | 0.00% | +5 | New |
| Farther Finance Advisors, LLC | 5 | $1.02K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 9 | $1.00K | 0.00% | +9 | New |
| Glassman Wealth Services | 4 | $813 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 4 | $813 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $610 | 0.00% | 00.0% | Unchanged |