WD-40 Co. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 2.08 M | $505.73 M | 2.76% | 15.43% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 1.08 M | $262.14 M | 3.64% | 8.00% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 08/13/2026 | 629.02 K | $153.25 M | -0.84% | 4.68% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 604.46 K | $147.27 M | -0.20% | 4.49% |
| STATE STREET CORP | 09/22/2026 | 549.20 K | $133.81 M | 4.33% | 4.07% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 441.41 K | $107.56 M | 8.33% | 3.28% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 377.54 K | $77.00 M | -19.59% | 2.81% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 348.52 K | $84.91 M | -15.27% | 2.59% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 311.57 K | $75.91 M | 5.88% | 2.32% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 298.71 K | $72.78 M | 21.52% | 2.22% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/14/2026 | 275.99 K | $67.24 M | -0.17% | 2.05% |
| MORGAN STANLEY | 08/13/2026 | 252.68 K | $61.56 M | -17.09% | 1.88% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 237.84 K | $57.95 M | 175.47% | 1.77% |
| GENEVA CAPITAL MANAGEMENT LLC | 08/06/2026 | 222.84 K | $54.29 M | -21.11% | 1.66% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 212.76 K | $51.84 M | 1,027.12% | 1.58% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 205.31 K | $50.02 M | 68.55% | 1.53% |
| OPHIR ASSET MANAGEMENT PTY LTD | 08/14/2026 | 202.30 K | $49.29 M | 91.29% | 1.50% |
| ROYCE & ASSOCIATES LP | 08/14/2026 | 185.69 K | $45.24 M | 2.68% | 1.38% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 176.08 K | $42.90 M | -13.47% | 1.31% |
| NORTHERN TRUST CORP | 08/13/2026 | 157.94 K | $38.48 M | 7.85% | 1.17% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 154.21 K | $37.57 M | 1.28% | 1.15% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 154.21 K | $37.57 M | 100.00% | 1.15% |
| CONESTOGA CAPITAL ADVISORS, LLC | 07/24/2026 | 126.20 K | $30.75 M | -33.65% | 0.94% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 119.69 K | $29.16 M | 0.95% | 0.89% |
| NUVEEN, LLC | 08/11/2026 | 103.82 K | $25.30 M | 20.52% | 0.77% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 96.78 K | $23.58 M | 3.20% | 0.72% |
| NATIXIS ADVISORS, LLC | 08/14/2026 | 80.65 K | $19.65 M | 33.45% | 0.60% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 76.08 K | $18.54 M | 7.75% | 0.57% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 75.67 K | $18.44 M | 0.90% | 0.56% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 75.15 K | $18.31 M | 3.66% | 0.56% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 74.74 K | $18.56 M | 31.13% | 0.56% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 71.89 K | $17.52 M | 27.78% | 0.53% |
| CITADEL ADVISORS LLC | 09/02/2026 | 55.78 K | $13.59 M | -1.99% | 0.41% |
| INVESCO LTD. | 08/14/2026 | 52.05 K | $12.68 M | -19.67% | 0.39% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 08/13/2026 | 46.18 K | $11.25 M | -4.29% | 0.34% |
| JPMORGAN CHASE & CO | 08/12/2026 | 44.84 K | $11.15 M | 20.09% | 0.33% |
| ENVESTNET ASSET MANAGEMENT INC | 09/23/2026 | 43.36 K | $10.57 M | 1.34% | 0.32% |
| CEREDEX VALUE ADVISORS LLC | 08/11/2026 | 37.58 K | $9.15 M | 100.00% | 0.28% |
| GAMCO INVESTORS, INC. ET AL | 08/12/2026 | 37.50 K | $9.14 M | 0.00% | 0.28% |
| RHUMBLINE ADVISERS | 08/12/2026 | 37.25 K | $9.08 M | -10.33% | 0.28% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 08/14/2026 | 36.19 K | $8.82 M | -46.68% | 0.27% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 35.18 K | $8.57 M | -17.97% | 0.26% |
| DRH INVESTMENTS, INC. | 08/14/2026 | 34.16 K | $8.32 M | -7.69% | 0.25% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 08/13/2026 | 33.38 K | $8.13 M | -10.94% | 0.25% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 08/14/2026 | 31.98 K | $7.79 M | -6.24% | 0.24% |
| PROSHARE ADVISORS LLC | 08/11/2026 | 31.70 K | $7.72 M | 11.79% | 0.24% |
| KBC GROUP NV | 08/05/2026 | 30.94 K | $7.54 M | 0.00% | 0.23% |
| GCQ FUNDS MANAGEMENT PTY LTD | 08/12/2026 | 30.75 K | $7.49 M | -2.78% | 0.23% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 30.70 K | $7.48 M | -51.70% | 0.23% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 30.37 K | $7.40 M | -3.94% | 0.23% |
WD-40 Co. institutional Ownership - FAQ's
During the previous two years, 590 institutional investors and hedge funds held shares of WD-40 Co.. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 312,145
Conestoga Capital Advisors, LLC: 102,734
PRINCIPAL FINANCIAL GROUP INC: 81,275
ProShare Advisors LLC: 43,370
KBC Group NV: 31,028
Vest Financial, LLC: 26,733
88.22% of WD-40 Co. stock is owned by institutional investors.
Institutional investors have bought a total of 19.71 M shares in the last 24 months. This purchase volume represents approximately $4.54 B in transactions.