WESTERN DIGITAL CORP WDC
COM · Common Stock · CUSIP 958102105 · ISIN US9581021055
American computer storage corporation
- SectorTechnology
- IndustryComputer Storage Devices
- HeadquartersSan Jose, CA
- Founded1970
- Websitewesterndigital.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($12.3m this quarter). Holder counts are more reliable. Shares outstanding: 319.3m as of 2023-01-25, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $31.63. Options: 44 managers hold calls ($428.9m notional), 33 hold puts ($371.1m).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 578 |
| Q4 2022 | 528 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $326.7m | $403.7m | 1.24 |
| Q4 2022 | $428.9m | $371.1m | 0.87 |
Biggest buyers
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +10.0m |
| VICTORY CAPITAL MANAGEMENT INC | Added | +3.4m |
| CIBC WORLD MARKETS CORP | Added | +2.2m |
| Invesco Ltd. | Added | +2.1m |
| Alyeska Investment Group, L.P. | Added | +1.8m |
| ROYAL BANK OF CANADA | Added | +1.8m |
| NATIONAL BANK OF CANADA /FI/ | Added | +1.7m |
| Hudson Bay Capital Management LP | New | +1.4m |
| MILLENNIUM MANAGEMENT LLC | Added | +1.4m |
| DNB Asset Management AS | Added | +1.2m |
Biggest sellers
| Sanders Capital, LLC | Reduced | -16.0m |
| VIKING GLOBAL INVESTORS LP | Sold out | -7.4m |
| NOMURA HOLDINGS INC | Reduced | -3.1m |
| Clearbridge Investments, LLC | Reduced | -3.0m |
| GOLDMAN SACHS GROUP INC | Reduced | -2.6m |
| FRANKLIN RESOURCES INC | Reduced | -1.6m |
| BANK OF AMERICA CORP /DE/ | Reduced | -1.4m |
| NATIXIS | Reduced | -1.3m |
| BANK OF NOVA SCOTIA | Reduced | -1.1m |
| Boston Partners | Reduced | -1.1m |
Biggest calls
| MILLENNIUM MANAGEMENT LLC | Added | $73.6m2.3m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $44.4m1.4m shares |
| CITADEL ADVISORS LLC | Reduced | $33.2m1.1m shares |
| JANE STREET GROUP, LLC | Reduced | $23.2m736.3k shares |
| Antara Capital LP | New | $22.1m700.0k shares |
| Parallax Volatility Advisers, L.P. | Added | $20.8m658.7k shares |
| SIMPLEX TRADING, LLC | Added | $19.6m622.4k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $18.8m595.7k shares |
| GROUP ONE TRADING LLC | Added | $14.1m446.3k shares |
| Caption Management, LLC | Added | $13.4m425.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $51.0m1.6m shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $46.4m1.5m shares |
| Hudson Bay Capital Management LP | New | $45.0m1.4m shares |
| CITADEL ADVISORS LLC | Added | $33.5m1.1m shares |
| UBS Group AG | Added | $21.1m669.9k shares |
| JANE STREET GROUP, LLC | Reduced | $20.0m635.3k shares |
| Walleye Trading LLC | Reduced | $18.9m600.4k shares |
| SIMPLEX TRADING, LLC | Added | $18.2m578.4k shares |
| D. E. Shaw & Co., Inc. | Reduced | $16.6m525.2k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $14.7m464.9k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 7.5% |
| FMR LLC 13G · institution -2.9 pts · filed 2026-08-06 | 7.2% |
| JPMORGAN CHASE & CO 13G · institution -1.4 pts · filed 2025-04-22 | 5.3% |
Fell to 5% or below in the last year: VANGUARD PORTFOLIO MANAGEMENT LLC (3.6%, 2026-07-31; now reported by VANGUARD CAPITAL MANAGEMENT LLC), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC), MANAGED ACCOUNT ADVISORS LLC (2.6%, 2026-02-10)
Insider purchases and sales in Q4 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 1 | $143.4k | — |
| Q1 2022 | 0 | — | 2 | $822.4k | — |
| Q2 2022 | 0 | — | 1 | $300.9k | — |
| Q3 2022 | 0 | — | 1 | $88.7k | — |
| Q4 2022 | 0 | — | 0 | — | — |
None reported in Q4 2022.
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.03% of their portfolio | 37.3m $1.2bn | Added +712.9k |
| BlackRock Inc. 0.03% of their portfolio | 25.7m $811.9m | Added +776.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.10% of their portfolio | 20.7m $651.9m | Added +10.0m |
| STATE STREET CORP 0.02% of their portfolio | 12.4m $391.0m | Reduced -8.3k |
| FRANKLIN RESOURCES INC 0.13% of their portfolio | 8.1m $255.2m | Reduced -1.6m |
| GEODE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 6.8m $214.7m | Added +163.3k |
| FIL Ltd 0.24% of their portfolio | 6.2m $196.7m | Added +23.7k |
| Invesco Ltd. 0.05% of their portfolio | 5.9m $186.4m | Added +2.1m |
| DNB Asset Management AS 1.29% of their portfolio | 5.8m $182.4m | Added +1.2m |
| AMERIPRISE FINANCIAL INC 0.06% of their portfolio | 5.6m $175.7m | Reduced -156.1k |
| UBS Group AG 0.07% of their portfolio | 4.8m $151.3m | Added +708.8k |
| PARNASSUS INVESTMENTS, LLC 0.36% of their portfolio | 4.6m $144.8m | Added +681.1k |
| ALLIANCEBERNSTEIN L.P. 0.06% of their portfolio | 4.5m $143.1m | Reduced -688.3k |
| BARCLAYS PLC 0.11% of their portfolio | 4.1m $130.4m | First filing |
| VICTORY CAPITAL MANAGEMENT INC 0.15% of their portfolio | 4.1m $129.8m | Added +3.4m |
| MORGAN STANLEY 0.01% of their portfolio | 3.7m $117.6m | Added +434.6k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 3.5m $111.8m | Reduced -133.5k |
| LYRICAL ASSET MANAGEMENT LP 2.35% of their portfolio | 3.4m $111.4m | Reduced -160.5k |
| ROYAL BANK OF CANADA 0.03% of their portfolio | 3.2m $102.2m | Added +1.8m |
| NORTHERN TRUST CORP 0.02% of their portfolio | 3.2m $102.2m | Added +83.3k |
| MILLENNIUM MANAGEMENT LLC 0.11% of their portfolio | 3.1m $98.1m | Added +1.4m |
| Boston Partners 0.13% of their portfolio | 3.0m $93.8m | Reduced -1.1m |
| NOMURA HOLDINGS INC 0.93% of their portfolio | 2.9m $91.9m | Reduced -3.1m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 2.9m $90.0m | Added +184.8k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 2.8m $89.4m | Reduced -283.5k |
| NORGES BANK 0.02% of their portfolio | 2.8m $89.1m | Reduced -16.2k |
| PRIMECAP MANAGEMENT CO/CA/ 0.08% of their portfolio | 2.7m $85.0m | Added +70.2k |
| Alyeska Investment Group, L.P. 0.83% of their portfolio | 2.6m $80.6m | Added +1.8m |
| Legal & General Group Plc 0.03% of their portfolio | 2.5m $79.5m | Reduced -129.2k |
| Amundi 0.05% of their portfolio | 2.4m $93.9m | Reduced -573.3k |
| Clearbridge Investments, LLC 0.07% of their portfolio | 2.4m $75.6m | Reduced -3.0m |
| CIBC WORLD MARKETS CORP 0.46% of their portfolio | 2.2m $69.0m | Added +2.2m |
| FMR LLC 0.01% of their portfolio | 2.1m $64.8m | Reduced -475.2k |
| CITADEL ADVISORS LLC 0.07% of their portfolio | 2.0m $61.6m | Added +789.4k |
| Maple Rock Capital Partners Inc. 9.04% of their portfolio | 1.9m $61.4m | Reduced -296.3k |
| HSBC HOLDINGS PLC 0.07% of their portfolio | 1.9m $58.2m | Added +502.2k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.39% of their portfolio | 1.8m $57.1m | Added +185.5k |
| TORONTO DOMINION BANK 0.08% of their portfolio | 1.8m $56.8m | Added +734.5k |
| NATIONAL BANK OF CANADA /FI/ 0.15% of their portfolio | 1.7m $54.5m | Added +1.7m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio | 1.7m $53.9m | Added +165.4k |
| CDAM (UK) Ltd 8.11% of their portfolio | 1.6m $51.1m | Added +408.8k |
| 53 HOUSE LLP 11.32% of their portfolio | 1.5m $46.9m | Reduced -208.7k |
| THOMPSON SIEGEL & WALMSLEY LLC 0.74% of their portfolio | 1.4m $45.7m | Reduced -113.7k |
| Hudson Bay Capital Management LP 0.52% of their portfolio | 1.4m $45.0m | New |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.3m $41.6m | Reduced -1.4m |
| Swiss National Bank 0.03% of their portfolio | 1.3m $40.3m | Reduced -77.3k |
| Elliott Investment Management L.P. 0.44% of their portfolio | 1.2m $37.4m | Unchanged |
| FIRST TRUST ADVISORS LP 0.04% of their portfolio | 1.0m $31.8m | Added +230.3k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.05% of their portfolio | 1.0m $31.7m | Added +972.9k |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 985.1k $31.1m | Added +91.0k |
| Russell Investments Group, Ltd. 0.06% of their portfolio | 879.6k $27.8m | Reduced -125.8k |
| AustralianSuper Pty Ltd 0.19% of their portfolio | 844.8k $26.5m | Reduced -32.8k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 841.0k $26.5m | Added +26.8k |
| CREDIT SUISSE AG/ 0.03% of their portfolio | 820.3k $25.9m | Added +260.6k |
| BSN CAPITAL PARTNERS Ltd 2.01% of their portfolio | 806.0k $28.4m | New |
| LAKEWOOD CAPITAL MANAGEMENT, LP 2.19% of their portfolio | 780.2k $24.6m | New |
| DEPRINCE RACE & ZOLLO INC 0.52% of their portfolio | 717.9k $22.6m | Added +48.9k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 713.5k $22.5m | Reduced -2.6m |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.12% of their portfolio | 709.5k $22.4m | Added +5.2k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 691.6k $21.8m | Reduced -810.6k |
| California Public Employees Retirement System 0.02% of their portfolio | 690.3k $21.8m | Reduced -20.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.04% of their portfolio | 686.9k $21.7m | Reduced -300.4k |
| ING GROEP NV 0.22% of their portfolio | 680.0k $21.5m | Added +404.1k |
| D. E. Shaw & Co., Inc. 0.03% of their portfolio | 632.2k $19.9m | Added +439.3k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 616.7k $19.5m | Added +31.1k |
| Squarepoint Ops LLC 0.13% of their portfolio | 607.0k $19.2m | Added +589.8k |
| TWINBEECH CAPITAL LP 0.36% of their portfolio | 594.8k $18.8m | New |
| CITIGROUP INC 0.03% of their portfolio | 594.3k $18.8m | Added +69.9k |
| NATIXIS 0.11% of their portfolio | 592.0k $18.7m | Reduced -1.3m |
| INTECH INVESTMENT MANAGEMENT LLC 0.14% of their portfolio | 588.2k $18.6m | Added +336.9k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 580.6k $18.3m | Reduced -274.3k |
| Sanders Capital, LLC 0.05% of their portfolio | 570.9k $18.0m | Reduced -16.0m |
| Assenagon Asset Management S.A. 0.07% of their portfolio | 548.2k $17.3m | Added +62.6k |
| BANK OF NOVA SCOTIA 0.04% of their portfolio | 533.8k $16.8m | Reduced -1.1m |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 529.5k $16.7m | Added +210.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 525.9k $16.6m | Added +5.5k |
| STOREBRAND ASSET MANAGEMENT AS 0.08% of their portfolio | 487.2k $15.4m | Added +40.0k |
| Holocene Advisors, LP 0.09% of their portfolio | 467.2k $14.7m | Added +425.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio | 455.2k $14.4m | Added +63.3k |
| PRUDENTIAL FINANCIAL INC 0.02% of their portfolio | 404.9k $12.8m | Reduced -44.8k |
| Nexus Investment Management ULC 1.40% of their portfolio | 393.1k $12.4m | Added +21.0k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.03% of their portfolio | 382.1k $12.1m | Reduced -5.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 381.6k $12.0m | Reduced -8.2k |
| Robeco Institutional Asset Management B.V. 0.03% of their portfolio | 377.1k $11.9m | Reduced -23.7k |
| State of Tennessee, Department of Treasury 0.06% of their portfolio | 375.8k $11.9m | Added +36.4k |
| Cubist Systematic Strategies, LLC 0.10% of their portfolio | 375.5k $11.8m | Added +253.4k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 370.2k $11.7m | Added +43.2k |
| MUFG Securities EMEA plc 0.21% of their portfolio | 369.4k $11.7m | Added +350.2k |
| Skandinaviska Enskilda Banken AB (publ) 0.08% of their portfolio | 332.7k $10.5m | Added +101.5k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 331.9k $10.5m | Added +288 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 329.5k $10.4m | Reduced -56.6k |
| APG Asset Management N.V. 0.02% of their portfolio | 327.9k $10.3m | Added +289.5k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.02% of their portfolio | 323.1k $10.2m | Added +4.1k |
| South Dakota Investment Council 0.22% of their portfolio | 313.5k $9.9m | Added +7.2k |
| National Pension Service 0.02% of their portfolio | 292.1k $9.2m | Reduced -426.0k |
| MACKENZIE FINANCIAL CORP 0.01% of their portfolio | 280.1k $8.8m | Added +232.9k |
| Lombard Odier Asset Management (USA) Corp 1.42% of their portfolio | 277.8k $8.8m | Added +73.4k |
| Goodman Financial Corp 2.69% of their portfolio | 270.1k $8.5m | Added +62.2k |
| Allianz Asset Management GmbH 0.02% of their portfolio | 269.6k $8.5m | Reduced -311.8k |
| M&G INVESTMENT MANAGEMENT LTD 0.06% of their portfolio | 266.3k $8.5m | Added +96.8k |