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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, Q4 2023

Institutional positions in WD 40 Co as of Dec 31, 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
345
+48 vs. Q3 2023
Shares held
12.6M
+276.9K (+2.2%) vs. Q3 2023
Total value
$2.98B
+$453.3M (+17.9%) vs. Q3 2023
New holders
65
99 more added
Sold out
17
104 more reduced

10 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 345 institutions
Q1 2021: 318 institutionsQ2 2021: 315 institutionsQ3 2021: 317 institutionsQ4 2021: 307 institutionsQ1 2022: 287 institutionsQ2 2022: 293 institutionsQ3 2022: 281 institutionsQ4 2022: 270 institutionsQ1 2023: 286 institutionsQ2 2023: 288 institutionsQ3 2023: 307 institutionsQ4 2023: 345 institutionsQ1 2024: 355 institutionsQ2 2024: 343 institutionsQ3 2024: 364 institutionsQ4 2024: 371 institutionsQ1 2025: 379 institutionsQ2 2025: 380 institutionsQ3 2025: 374 institutionsQ4 2025: 383 institutionsQ1 2026: 382 institutionsQ2 2026: 388 institutions
Value heldQ4 2023: $2.98B
Q1 2021: $3.64BQ2 2021: $3.03BQ3 2021: $2.76BQ4 2021: $2.99BQ1 2022: $2.29BQ2 2022: $2.55BQ3 2022: $2.23BQ4 2022: $2.04BQ1 2023: $2.24BQ2 2023: $2.34BQ3 2023: $2.53BQ4 2023: $2.98BQ1 2024: $3.17BQ2 2024: $2.74BQ3 2024: $3.20BQ4 2024: $2.96BQ1 2025: $2.92BQ2 2025: $2.73BQ3 2025: $2.27BQ4 2025: $2.28BQ1 2026: $2.43BQ2 2026: $2.85B
Institutions holding WDFC and their total value by quarter
QuarterHoldersValue
Q2 2026388$2.85B
Q1 2026382$2.43B
Q4 2025383$2.28B
Q3 2025374$2.27B
Q2 2025380$2.73B
Q1 2025379$2.92B
Q4 2024371$2.96B
Q3 2024364$3.20B
Q2 2024343$2.74B
Q1 2024355$3.17B
Q4 2023345$2.98B
Q3 2023307$2.53B
Q2 2023288$2.34B
Q1 2023286$2.24B
Q4 2022270$2.04B
Q3 2022281$2.23B
Q2 2022293$2.55B
Q1 2022287$2.29B
Q4 2021307$2.99B
Q3 2021317$2.76B
Q2 2021315$3.03B
Q1 2021318$3.64B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding WD 40 Co; share changes are against Q3 2023.

Institutions holding WDFC in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Stephens Consulting, LLC67$15.9K0.01%00.0%Unchanged
Parallel Advisors, LLC64$15.3K0.00%+63+6,300.0%Added
Contravisory Investment Management, Inc.62$14.8K0.00%−24−27.9%Reduced
Bartlett & Co. LLC57$14.0K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC57$13.7K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.66$13.0K0.00%+66New
CVA Family Office, LLC50$12.0K0.00%+50New
Versant Capital Management, Inc48$11.5K0.00%00.0%Unchanged
Russell Investments Group, Ltd.47$11.2K0.00%+3+6.8%Added
Harvest Fund Management Co., Ltd56$11.0K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC50$11.0K0.00%00.0%Unchanged
Smithfield Trust Co43$10.0K0.00%00.0%Unchanged
DB Wealth Management Group, LLC40$9.56K0.01%00.0%Unchanged
LGT Financial Advisors LLC38$9.09K0.01%00.0%Unchanged
Rocky Mountain Advisers, LLC34$8.13K0.00%00.0%Unchanged
Signaturefd, LLC31$7.41K0.00%00.0%Unchanged
Bell Investment Advisors, Inc27$6.46K0.00%+4+17.4%Added
First Horizon Advisors, Inc.27$6.45K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC24$5.74K0.00%00.0%Unchanged
Key Financial Inc22$5.26K0.00%00.0%Unchanged
Hexagon Capital Partners LLC21$5.02K0.00%+21New
Massmutual Trust Co FSB21$5.02K0.00%−26−55.3%Reduced
EverSource Wealth Advisors, LLC20$4.78K0.00%+18+900.0%Added
Farther Finance Advisors, LLC17$4.06K0.00%+12+240.0%Added
Bogart Wealth, LLC16$3.83K0.00%00.0%Unchanged
Parkside Financial Bank & Trust14$3.35K0.00%−15−51.7%Reduced
Jones Financial Companies LLLP14$3.35K0.00%+14New
Valley National Advisers Inc15$3.00K0.00%+15New
SRS Capital Advisors, Inc.11$2.63K0.00%00.0%Unchanged
GWM Advisors LLC11$2.63K0.00%−9−45.0%Reduced
Farmers & Merchants Investments Inc10$2.39K0.00%00.0%Unchanged
Proequities, Inc.10$2.39K0.00%00.0%Unchanged
Bokf, NA10$2.39K0.00%+10New
JFS Wealth Advisors, LLC8$1.91K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC7$1.67K0.00%+7New
Private Wealth Management Group, LLC6$1.44K0.00%+6New
Fairman Group, LLC5$1.20K0.00%+5New
Prestige Wealth Management Group LLC4$9570.00%00.0%Unchanged
Glassman Wealth Services4$9560.00%00.0%Unchanged
SJS Investment Consulting Inc.3$7180.00%00.0%Unchanged
AdvisorNet Financial, Inc3$7170.00%+1+50.0%Added
PEAK6 Investments LLC2$5430.00%+2New
Abound Wealth Management2$4790.00%00.0%Unchanged
Manchester Capital Management LLC1$2400.00%00.0%Unchanged
Avion Wealth2$00.00%00.0%Unchanged
Granite Investment Partners, LLC0$00.00%−34,523−100.0%Sold out
DekaBank Deutsche Girozentrale0$00.00%−17,000−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−9,244−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−7,498−100.0%Sold out
Quadrature Capital Ltd0$00.00%−6,001−100.0%Sold out
Standard Life Aberdeen plc0$00.00%−5,437−100.0%Sold out
Holocene Advisors, LP0$00.00%−4,515−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−4,271−100.0%Sold out
Everett Harris & Co0$00.00%−4,000−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−2,588−100.0%Sold out
Argent Trust Co0$00.00%−1,156−100.0%Sold out
Walleye Capital LLC0$00.00%−476−100.0%Sold out
Operose Advisors LLC0$00.00%−72−100.0%Sold out
LWM Advisory Services, LLC0$00.00%−51−100.0%Sold out
Oliver Lagore Vanvalin Investment Group0$00.00%−13−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−5−100.0%Sold out
Baker Avenue Asset Management, LP0$00.00%−1−100.0%Sold out
First Republic Investment Management, Inc.––––Not filed
Virginia Retirement Systems Et Al––––Not filed
Advisor Partners II, LLC––––Not filed
Kenfarb & Co.––––Not filed
Pathstone Family Office, LLC––––Not filed
Sweeney & Michel, LLC––––Not filed
Bryn Mawr Trust Co––––Not filed
WFA of San Diego, LLC––––Not filed
Foster Dykema Cabot & Co Inc––––Not filed
Steward Financial Group LLC––––Not filed