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 812 institutions that hold shares in the stock, with a total of 316 Million shares, which have been reported (via 13F filing form) to have a value of $21.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
440
shares
|
$30,368
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
436
shares
|
$30,092
0.01% of portfolio
|
Q1 2025
Reduced 9.54%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
424
shares
|
$29,264
0.0% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
421
shares
|
$29,057
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
401
shares
|
$27,677
0.0% of portfolio
|
Q2 2025
Added 18.64%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
400
shares
|
$27,608
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
394
shares
|
$27,193
0.01% of portfolio
|
Q1 2025
Reduced 70.17%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
392
shares
|
$27,055
0.0% of portfolio
|
Q1 2025
Added 15.29%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
390
shares
|
$26,917
0.01% of portfolio
|
Q1 2024
Reduced 0.26%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
348
shares
|
$24,018
0.0% of portfolio
|
Q4 2022
Reduced 36.5%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
345
shares
|
$23,811
0.0% of portfolio
|
Q1 2024
Added 91.67%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
327
shares
|
$22,569
0.0% of portfolio
|
Q1 2025
Reduced 13.49%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
326
shares
|
$22,500
0.0% of portfolio
|
Q2 2024
Reduced 49.77%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
325
shares
|
$22,431
0.0% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
311
shares
|
$21,465
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
300
shares
|
$20,706
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
295
shares
|
$20,360
0.01% of portfolio
|
Q2 2025
Added 12.17%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
295
shares
|
$20,360
0.01% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
293
shares
|
$20,222
0.0% of portfolio
|
Q1 2025
Added 40.87%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
287
shares
|
$19,808
0.0% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
283
shares
|
$19,532
0.0% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
273
shares
|
$18,842
0.01% of portfolio
|
Q2 2025
Reduced 18.51%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
271
shares
|
$18,704
0.0% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
250
shares
|
$17,255
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
244
shares
|
$16,840
0.01% of portfolio
|
Q2 2025
Reduced 67.98%
|