Institutional Ownership Western Digital Corp (WDC)
This table provides information about the institutional ownership of Western Digital Corp (WDC). We have compiled data on the 799 institutions that hold shares in the stock, with a total of 285 Million shares, which have been reported (via 13F filing form) to have a value of $19.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
500
shares
|
$34,315
0.01% of portfolio
|
Q4 2023
Reduced 37.5%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
500
shares
|
$34,315
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
500
shares
|
$34,315
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Jul 19, 2024 Q2 2024 |
480
shares
|
$32,942
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
461
shares
|
$31,638
0.02% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
445
shares
|
$30,540
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
434
shares
|
$29,785
0.01% of portfolio
|
Q3 2024
Added 2184.21%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
423
shares
|
$29,030
0.0% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
421
shares
|
$28,893
0.0% of portfolio
|
Q4 2024
Added 17.6%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
413
shares
|
$28,344
0.01% of portfolio
|
Q4 2024
Added 278.9%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
402
shares
|
$27,589
0.01% of portfolio
|
Q3 2024
Reduced 34.95%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
400
shares
|
$27,452
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
390
shares
|
$26,765
0.01% of portfolio
|
Q1 2024
Reduced 0.26%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
388
shares
|
$26,628
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
379
shares
|
$26,010
0.0% of portfolio
|
Q3 2024
Reduced 24.5%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
377
shares
|
$25,873
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
371
shares
|
$25,461
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
367
shares
|
$25,187
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
354
shares
|
$24,295
0.0% of portfolio
|
Q3 2024
Added 70.19%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
353
shares
|
$24,226
0.02% of portfolio
|
Q1 2024
Added 22.57%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
348
shares
|
$23,883
0.0% of portfolio
|
Q4 2022
Reduced 36.5%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
345
shares
|
$23,677
0.0% of portfolio
|
Q1 2024
Added 91.67%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
343
shares
|
$23,540
0.0% of portfolio
|
Q3 2024
Added 138.19%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
328
shares
|
$22,510
0.0% of portfolio
|
Q3 2024
Reduced 23.36%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
326
shares
|
$22,373
0.0% of portfolio
|
Q2 2024
Reduced 49.77%
|