WD-40 Ownership | Who Owns WD-40?
WD-40 Ownership Summary
WD-40 is owned by 85.66% institutional investors, 1.32% insiders, and 13.02% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 15.67% of WDFC shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.18% of its assets in WD-40 shares.
WDFC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | WD-40 | 85.66% | 1.32% | 13.02% |
| Sector | Basic Materials Stocks | 43.95% | 11.16% | 44.89% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 2.12M | 15.67% | $515.25M |
| Blackrock | 2.06M | 15.21% | $453.00M |
| Vanguard group | 1.63M | 12.01% | $395.01M |
| Apg asset management | 1.10M | 8.12% | $257.96M |
| Kayne anderson rudnick investment management | 563.63K | 4.16% | $136.78M |
| State street | 513.74K | 3.79% | $112.84M |
| Neuberger berman group | 398.91K | 2.94% | $96.81M |
| Geode capital management | 385.78K | 2.85% | $93.64M |
| Ameriprise financial | 336.49K | 2.48% | $81.66M |
| Conestoga capital advisors | 319.37K | 2.36% | $77.50M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Westhampton capital | 16.68K | 2.07% | $4.05M |
| Profit investment management | 10.01K | 1.95% | $2.43M |
| Qsv equity investors | 5.56K | 1.30% | $1.35M |
| Conestoga capital advisors | 319.37K | 1.03% | $77.50M |
| Geneva capital management | 209.06K | 0.88% | $50.73M |
| 683 capital management | 50.00K | 0.83% | $10.98M |
| Silvia mccoll wealth management | 4.07K | 0.74% | $986.74K |
| Apg asset management | 1.10M | 0.72% | $257.96M |
| Dividend assets capital | 14.00K | 0.66% | $3.40M |
| Reik | 10.80K | 0.63% | $2.62M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 224.87K | 0.01% | 224.87K |
| Millennium management | 158.16K | 0.02% | 106.62K |
| Raymond james financial | 73.77K | 0.01% | 73.77K |
| Blackrock funding, inc. /de | 2.12M | 0.01% | 49.41K |
| Balyasny asset management | 41.94K | 0.02% | 41.94K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Apg asset management | 1.10M | 0.72% | -507.54K |
| Neuberger berman group | 398.91K | 0.08% | -150.29K |
| Man group | 78.43K | 0.05% | -57.73K |
| Ameriprise financial | 336.49K | 0.02% | -35.39K |
| Blackrock | 2.06M | 0.01% | -34.17K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 224.87K | 0.01% | 224.87K | $54.57M |
| Raymond james financial | 73.77K | 0.01% | 73.77K | $17.90M |
| Balyasny asset management | 41.94K | 0.02% | 41.94K | $10.18M |
| Proficio capital partners | 26.94K | 0.00% | 26.94K | $26.94K |
| Van eck associates | 13.26K | 0.00% | 13.26K | $3.22M |
Sold Out
| Holder | Change |
|---|---|
| Tfc financial management | -1.00 |
| Mendota financial group | -1.00 |
| Claris advisors, llc / mo / | -1.00 |
| St germain d j | -1.00 |
| Belmont capital | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 345 | -7.51% | 11,605,749 | -6.10% | 85 | 1.03% | 148 | -7.50% | 115 | -2.54% |
| Sep 30, 2024 | 368 | 4.55% | 12,350,670 | -1.98% | 91 | 1.05% | 157 | 8.28% | 117 | -1.68% |
| Jun 30, 2024 | 347 | -5.71% | 12,589,440 | 0.71% | 92 | 1.09% | 143 | -10.06% | 118 | - |
| Mar 31, 2024 | 368 | 3.37% | 12,501,234 | -2.32% | 92 | 1.04% | 159 | -3.05% | 118 | 10.28% |
| Dec 31, 2023 | 356 | 12.30% | 12,797,765 | 2.64% | 94 | 1.12% | 164 | 30.16% | 107 | 3.88% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 837.62K | 6.18% | 496.00 |
| Vanguard US Total Market Shares ETF | 427.98K | 3.16% | 440.00 |
| Vanguard Total Stock Mkt Idx Inv | 427.51K | 3.15% | 1.74K |
| iShares Russell 2000 ETF | 355.43K | 2.62% | -3.08K |
| Vanguard Small Cap Index | 338.30K | 2.50% | -7.71K |
| Conestoga Small Cap Investors | 233.53K | 1.72% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 209.82K | 1.55% | 4.63K |
| Vanguard Small Cap Growth Index Inv | 189.78K | 1.40% | -4.73K |
| First Trust Value Line® Dividend ETF | 173.03K | 1.28% | - |
| Neuberger Berman Genesis Inv | 164.12K | 1.21% | -71.84K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 11, 2025 | HYZER SARA KATHLEEN | VP, Finance & CFO | Buy | $57.04K |
| Nov 13, 2024 | NOBLE WILLIAM B | Group Managing Director | Sell | $289.70K |
| Oct 22, 2024 | NOBLE WILLIAM B | Group Managing Director, EIMEA | Sell | $205.58K |
| May 09, 2024 | HYZER SARA KATHLEEN | VP, Finance & CFO | Buy | $49.59K |
| Apr 16, 2024 | Brass Steven A | President and CEO | Buy | $100.32K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 2 |
| 2024 Q2 | 3 | - |
| 2024 Q1 | 1 | - |
| 2023 Q4 | - | - |
| 2023 Q2 | 4 | 1 |
WDFC Ownership FAQ
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