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, Q2 2024
Institutional positions in WD 40 Co as of Jun 30, 2024. 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
- 343
- −11 vs. Q1 2024
- Shares held
- 12.6M
- −45.6K (−0.4%) vs. Q1 2024
- Total value
- $2.74B
- −$426.8M (−13.5%) vs. Q1 2024
- New holders
- 34
- 112 more added
- Sold out
- 45
- 117 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding WD 40 Co; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 2 | $0 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1 | $183 | 0.00% | −90−98.9% | Reduced |
| St Germain D J Co Inc | 1 | $220 | 0.00% | −1−50.0% | Reduced |
| Manchester Capital Management LLC | 1 | $220 | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 2 | $439 | 0.00% | +2 | New |
| Private Wealth Management Group, LLC | 2 | $440 | 0.00% | −4−66.7% | Reduced |
| Abound Wealth Management | 2 | $440 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 2 | $450 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 3 | $659 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 4 | $879 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 5 | $1.10K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 6 | $1.32K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 7 | $1.54K | 0.00% | +7 | New |
| Hexagon Capital Partners LLC | 7 | $1.54K | 0.00% | −12−63.2% | Reduced |
| Innealta Capital, LLC | 8 | $1.76K | 0.00% | +8 | New |
| FSC Wealth Advisors, LLC | 8 | $1.76K | 0.00% | +8 | New |
| JFS Wealth Advisors, LLC | 8 | $1.76K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 9 | $1.98K | 0.00% | +3+50.0% | Added |
| Proequities, Inc. | 10 | $2.20K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 10 | $2.20K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 10 | $2.20K | 0.00% | +10 | New |
| SYSTM Wealth Solutions LLC | 10 | $2.20K | 0.00% | −537−98.2% | Reduced |
| Rothschild Investment LLC | 12 | $2.64K | 0.00% | +3+33.3% | Added |
| Bogart Wealth, LLC | 16 | $3.51K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 16 | $3.51K | 0.00% | +1+6.7% | Added |
| Ashton Thomas Private Wealth, LLC | 19 | $4.17K | 0.00% | +19 | New |
| Massmutual Trust Co FSB | 21 | $4.61K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 22 | $4.83K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 24 | $5.27K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 24 | $5.27K | 0.00% | +3+14.3% | Added |
| Walleye Capital LLC | 25 | $5.49K | 0.00% | +25 | New |
| Farther Finance Advisors, LLC | 26 | $5.63K | 0.00% | +9+52.9% | Added |
| First Horizon Advisors, Inc. | 27 | $5.93K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 26 | $6.80K | 0.00% | +11+73.3% | Added |
| SRS Capital Advisors, Inc. | 31 | $6.81K | 0.00% | +20+181.8% | Added |
| Parkside Financial Bank & Trust | 33 | $7.25K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 34 | $7.47K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 38 | $8.35K | 0.00% | −692−94.8% | Reduced |
| LGT Financial Advisors LLC | 38 | $8.35K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 42 | $9.22K | 0.00% | +2+5.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 43 | $10.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 48 | $10.5K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 52 | $11.4K | 0.00% | +2+4.0% | Added |
| Bartlett & Co. Wealth Management LLC | 57 | $12.5K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 60 | $13.2K | 0.00% | +2+3.4% | Added |
| Clearstead Advisors, LLC | 60 | $13.2K | 0.00% | +60 | New |
| Lindbrook Capital, LLC | 69 | $15.2K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 71 | $15.6K | 0.00% | +10+16.4% | Added |
| Trust Co of Vermont | 75 | $16.5K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 80 | $17.6K | 0.01% | +80 | New |
| Parallel Advisors, LLC | 83 | $18.2K | 0.00% | −57−40.7% | Reduced |
| Tortoise Investment Management, LLC | 85 | $18.7K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 89 | $19.5K | 0.00% | −2−2.2% | Reduced |
| Danske Bank A/S | 100 | $22.0K | 0.00% | +100 | New |
| First PREMIER Bank | 100 | $22.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 101 | $22.1K | 0.00% | +1+1.0% | Added |
| Ancora Advisors, LLC | 115 | $25.3K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 115 | $25.3K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 136 | $29.8K | 0.02% | −24−15.0% | Reduced |
| Covestor Ltd | 160 | $35.0K | 0.02% | −56−25.9% | Reduced |
| Fifth Third Bancorp | 182 | $40.0K | 0.00% | +8+4.6% | Added |
| Center for Financial Planning, Inc. | 200 | $43.9K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 200 | $43.9K | 0.04% | +200 | New |
| Acadian Asset Management LLC | 227 | $49.0K | 0.00% | −3,836−94.4% | Reduced |
| Pacer Advisors, Inc. | 234 | $51.4K | 0.00% | −215−47.9% | Reduced |
| Principal Securities, Inc. | 240 | $52.7K | 0.00% | −6−2.4% | Reduced |
| GAMMA Investing LLC | 241 | $52.9K | 0.01% | +43+21.7% | Added |
| Northwestern Mutual Wealth Management Co | 241 | $52.9K | 0.00% | −14−5.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 247 | $54.3K | 0.00% | −28−10.2% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 267 | $58.7K | 0.01% | −1,179−81.5% | Reduced |
| Venturi Wealth Management, LLC | 291 | $63.9K | 0.00% | +291 | New |
| Washington Trust Co | 300 | $65.9K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 300 | $65.9K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 301 | $66.1K | 0.00% | +268+812.1% | Added |
| Larson Financial Group LLC | 313 | $68.8K | 0.00% | +3+1.0% | Added |
| KBC Group NV | 346 | $76.0K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 351 | $77.1K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 305 | $77.3K | 0.00% | +305 | New |
| Rosenberg Matthew Hamilton | 369 | $79.9K | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 407 | $89.4K | 0.00% | +239+142.3% | Added |
| Harbor Investment Advisory, LLC | 413 | $90.7K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 412 | $91.1K | 0.01% | +95+30.0% | Added |
| Huntington National Bank | 419 | $92.0K | 0.00% | +135+47.5% | Added |
| Salem Investment Counselors Inc | 460 | $101.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 463 | $102.0K | 0.00% | +135+41.2% | Added |
| DekaBank Deutsche Girozentrale | 467 | $103.0K | 0.00% | +330+240.9% | Added |
| Quadrant Capital Group LLC | 472 | $103.7K | 0.01% | −73−13.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 534 | $117.3K | 0.00% | −1,155−68.4% | Reduced |
| nVerses Capital, LLC | 600 | $131.8K | 0.08% | +600 | New |
| Laurel Wealth Advisors LLC | 690 | $151.6K | 0.03% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 731 | $160.6K | 0.00% | −91−11.1% | Reduced |
| Global Retirement Partners, LLC | 777 | $170.7K | 0.01% | −32−4.0% | Reduced |
| State of Wyoming | 835 | $183.4K | 0.03% | +38+4.8% | Added |
| Crossmark Global Holdings, Inc. | 960 | $211.0K | 0.00% | −131−12.0% | Reduced |
| CIBC Private Wealth Group, LLC | 957 | $211.0K | 0.00% | −34−3.4% | Reduced |
| Allworth Financial LP | 848 | $213.0K | 0.00% | −34−3.9% | Reduced |
| King Wealth | 977 | $215.0K | 0.04% | −25−2.5% | Reduced |
| Atlantic Trust, LLC | 1,000 | $219.6K | 0.05% | −1,719−63.2% | Reduced |