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 808 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 $21.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
11
shares
|
$737
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Berkshire Capital Holdings Inc
San Jose, CA |
May 13, 2025 Q1 2025 |
10
shares
|
$670
0.0% of portfolio
|
Q3 2024
Reduced 99.99%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
10
shares
|
$670
0.0% of portfolio
|
Q1 2025
Reduced 93.94%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
10
shares
|
$670
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
10
shares
|
$670
0.0% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
9
shares
|
$603
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
8
shares
|
$536
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
8
shares
|
$536
0.0% of portfolio
|
Q1 2019
Reduced 42.86%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
7
shares
|
$469
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
7
shares
|
$469
0.0% of portfolio
|
Q1 2025
Reduced 93.52%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
7
shares
|
$469
0.0% of portfolio
|
Q4 2024
Added 40.0%
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
6
shares
|
$402
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
6
shares
|
$402
0.0% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Ckw Financial Group
|
May 16, 2025 Q1 2025 |
5
shares
|
$335
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
5
shares
|
$335
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
4
shares
|
$268
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
3
shares
|
$201
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
3
shares
|
$201
0.0% of portfolio
|
Q1 2025
Reduced 72.73%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
3
shares
|
$201
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
2
shares
|
$134
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
2
shares
|
$134
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
2
shares
|
$134
0.0% of portfolio
|
Q2 2025
Reduced 96.43%
|
|
|
Pinpoint Asset Management LTD
Hong Kong, K3 |
May 12, 2025 Q1 2025 |
1
shares
|
$67
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
1
shares
|
$67
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|