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 ($16.9m this quarter). Holder counts are more reliable. Shares outstanding: 321.9m as of 2023-08-04, 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 ≈ $37.95. Options: 36 managers hold calls ($379.4m notional), 35 hold puts ($378.4m).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 578 |
| Q4 2022 | 528 |
| Q1 2023 | 539 |
| Q2 2023 | 538 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 241 | 295 |
| Q1 2023 | 248 | 251 |
| Q2 2023 | 229 | 280 |
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 |
| Q1 2023 | $444.8m | $490.9m | 1.10 |
| Q2 2023 | $379.4m | $378.4m | 1.00 |
Biggest buyers
| Slate Path Capital LP | New | +3.3m |
| FengHe Fund Management Pte. Ltd. | New | +2.3m |
| NOMURA HOLDINGS INC | Added | +1.9m |
| TORONTO DOMINION BANK | Added | +1.6m |
| Assenagon Asset Management S.A. | Added | +1.5m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +1.4m |
| BlackRock Inc. | Added | +1.1m |
| VANGUARD GROUP INC | Added | +799.6k |
| BANK OF MONTREAL /CAN/ | Added | +782.0k |
| CITADEL ADVISORS LLC | Added | +733.2k |
Biggest sellers
| Hudson Bay Capital Management LP | Sold out | -2.9m |
| PARNASSUS INVESTMENTS, LLC | Reduced | -2.0m |
| FIFTHDELTA Ltd | Sold out | -1.9m |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | -1.8m |
| UBS Group AG | Reduced | -1.7m |
| FMR LLC | Reduced | -1.6m |
| Amundi | Reduced | -1.5m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -1.5m |
| NATIXIS | Reduced | -895.1k |
| FIL Ltd | Reduced | -831.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $63.5m1.7m shares |
| Cinctive Capital Management LP | New | $56.9m1.5m shares |
| GOLDMAN SACHS GROUP INC | Added | $52.5m1.4m shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $39.1m1.0m shares |
| CITADEL ADVISORS LLC | Reduced | $17.2m452.7k shares |
| JANE STREET GROUP, LLC | Reduced | $16.0m420.9k shares |
| CMT Capital Markets Trading GmbH | Reduced | $15.6m412.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $13.2m348.7k shares |
| Shay Capital LLC | Added | $11.9m313.7k shares |
| IMC-Chicago, LLC | Added | $11.6m305.5k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $58.0m1.5m shares |
| BANK OF AMERICA CORP /DE/ | Added | $43.6m1.1m shares |
| JANE STREET GROUP, LLC | Reduced | $35.0m924.0k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $34.5m910.4k shares |
| SIMPLEX TRADING, LLC | Added | $25.1m662.2k shares |
| CITADEL ADVISORS LLC | Reduced | $23.8m626.3k shares |
| GOLDMAN SACHS GROUP INC | New | $19.9m525.3k shares |
| Eisler Capital (UK) Ltd. | New | $17.6m464.5k shares |
| J. Goldman & Co LP | New | $16.8m442.0k shares |
| Walleye Trading LLC | Reduced | $11.5m303.4k 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 Q2 2023
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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
None reported in Q2 2023.
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.03% of their portfolio | 38.5m $1.5bn | Added +799.6k |
| BlackRock Inc. 0.03% of their portfolio | 26.4m $1.0bn | Added +1.1m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.13% of their portfolio | 24.0m $911.4m | Added +1.4m |
| STATE STREET CORP 0.03% of their portfolio | 12.8m $486.3m | Added +21.3k |
| NOMURA HOLDINGS INC 4.82% of their portfolio | 12.5m $473.8m | Added +1.9m |
| VICTORY CAPITAL MANAGEMENT INC 0.40% of their portfolio | 9.7m $368.2m | Added +280.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 7.0m $266.4m | Added +212.8k |
| MILLENNIUM MANAGEMENT LLC 0.27% of their portfolio | 6.6m $250.7m | Reduced -1.5m |
| AMERIPRISE FINANCIAL INC 0.07% of their portfolio | 5.5m $208.7m | Added +86.2k |
| Invesco Ltd. 0.05% of their portfolio | 5.3m $200.5m | Reduced -337.2k |
| ALLIANCEBERNSTEIN L.P. 0.07% of their portfolio | 4.8m $183.5m | Reduced -356.8k |
| DNB Asset Management AS 1.04% of their portfolio | 4.8m $181.8m | Added +366.0k |
| BARCLAYS PLC 0.11% of their portfolio | 4.5m $172.3m | Reduced -536.3k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 3.4m $129.7m | Added +11.3k |
| Slate Path Capital LP 4.52% of their portfolio | 3.3m $123.6m | New |
| LYRICAL ASSET MANAGEMENT LP 2.27% of their portfolio | 3.2m $121.1m | Reduced -185.8k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 3.2m $120.5m | Reduced -83.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 3.0m $112.3m | Added +47.9k |
| NORGES BANK 0.02% of their portfolio | 2.8m $105.4m | Added +226.1k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 2.7m $101.0m | Reduced -129.5k |
| Legal & General Group Plc 0.03% of their portfolio | 2.6m $99.5m | Added +94.9k |
| PARNASSUS INVESTMENTS, LLC 0.23% of their portfolio | 2.6m $97.1m | Reduced -2.0m |
| MORGAN STANLEY 0.01% of their portfolio | 2.4m $92.4m | Added +23.5k |
| Clearbridge Investments, LLC 0.08% of their portfolio | 2.4m $91.1m | Reduced -202.7k |
| FengHe Fund Management Pte. Ltd. 17.40% of their portfolio | 2.3m $88.0m | New |
| PRIMECAP MANAGEMENT CO/CA/ 0.07% of their portfolio | 2.3m $86.7m | Reduced -128.1k |
| Boston Partners 0.11% of their portfolio | 2.1m $80.2m | Reduced -709.9k |
| Assenagon Asset Management S.A. 0.30% of their portfolio | 2.0m $77.4m | Added +1.5m |
| UBS Group AG 0.03% of their portfolio | 2.0m $76.4m | Reduced -1.7m |
| TORONTO DOMINION BANK 0.06% of their portfolio | 2.0m $74.5m | Added +1.6m |
| Maple Rock Capital Partners Inc. 9.29% of their portfolio | 1.9m $72.9m | Reduced -121.0k |
| FIL Ltd 0.08% of their portfolio | 1.9m $71.0m | Reduced -831.8k |
| Alyeska Investment Group, L.P. 0.51% of their portfolio | 1.8m $67.3m | Added +526.1k |
| Amundi 0.03% of their portfolio | 1.7m $66.9m | Reduced -1.5m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio | 1.6m $61.0m | Unchanged |
| CDAM (UK) Ltd 8.63% of their portfolio | 1.6m $60.7m | Reduced -20.1k |
| CITADEL ADVISORS LLC 0.07% of their portfolio | 1.6m $59.1m | Added +733.2k |
| FMR LLC 0.00% of their portfolio | 1.4m $53.1m | Reduced -1.6m |
| DEUTSCHE BANK AG\ 0.03% of their portfolio | 1.4m $51.3m | Added +652.3k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 1.3m $50.6m | Added +77.5k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.07% of their portfolio | 1.3m $48.4m | Added +244.4k |
| OSSIAM 0.84% of their portfolio | 1.2m $47.0m | Added +352.1k |
| THOMPSON SIEGEL & WALMSLEY LLC 0.72% of their portfolio | 1.2m $45.2m | Reduced -191.1k |
| Elliott Investment Management L.P. 0.54% of their portfolio | 1.2m $44.9m | Unchanged |
| Swiss National Bank 0.03% of their portfolio | 1.2m $43.7m | Reduced -107.6k |
| Balyasny Asset Management L.P. 0.12% of their portfolio | 1.1m $43.5m | Added +508.0k |
| BANK OF MONTREAL /CAN/ 0.02% of their portfolio | 1.1m $46.1m | Added +782.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 942.8k $35.8m | Reduced -791.7k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 939.3k $35.6m | Added +97.7k |
| CREDIT SUISSE AG/ 0.03% of their portfolio | 873.0k $33.1m | Added +49.9k |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 788.6k $29.9m | Reduced -108.2k |
| HSBC HOLDINGS PLC 0.03% of their portfolio | 783.3k $29.7m | Added +135.1k |
| NATIONAL BANK OF CANADA /FI/ 0.06% of their portfolio | 750.7k $28.9m | Added +69.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 703.1k $26.7m | Added +280.6k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 693.5k $26.3m | Reduced -276.6k |
| 53 HOUSE LLP 7.86% of their portfolio | 673.9k $25.6m | Reduced -514.5k |
| DEPRINCE RACE & ZOLLO INC 0.56% of their portfolio | 642.4k $24.4m | Reduced -63.3k |
| D. E. Shaw & Co., Inc. 0.04% of their portfolio | 638.4k $24.2m | Added +503.7k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.11% of their portfolio | 621.7k $23.6m | Reduced -47.3k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 614.9k $23.3m | Added +874 |
| National Pension Service 0.04% of their portfolio | 587.3k $22.1m | Added +497.9k |
| California Public Employees Retirement System 0.02% of their portfolio | 569.9k $21.6m | Reduced -33.9k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 525.8k $19.9m | Reduced -43.1k |
| State of Tennessee, Department of Treasury 0.08% of their portfolio | 523.6k $19.9m | Added +96.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 519.4k $19.7m | Reduced -5.3k |
| INTECH INVESTMENT MANAGEMENT LLC 0.20% of their portfolio | 499.9k $19.0m | Reduced -76.6k |
| JANE STREET GROUP, LLC 0.03% of their portfolio | 493.1k $18.7m | Reduced -145.7k |
| Woodline Partners LP 0.22% of their portfolio | 491.4k $18.6m | Added +280.1k |
| TWINBEECH CAPITAL LP 0.34% of their portfolio | 455.6k $17.3m | New |
| Walleye Capital LLC 0.30% of their portfolio | 454.2k $17.2m | Reduced -18.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 450.9k $17.1m | Reduced -4.6k |
| Schonfeld Strategic Advisors LLC 0.14% of their portfolio | 415.0k $15.7m | Added +372.0k |
| Nexus Investment Management ULC 1.70% of their portfolio | 412.4k $15.6m | Added +1.4k |
| CITIGROUP INC 0.02% of their portfolio | 388.3k $14.7m | Reduced -34.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 371.5k $14.1m | Reduced -454.7k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.03% of their portfolio | 371.4k $14.1m | Reduced -10.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 367.1k $13.9m | Reduced -23.9k |
| IPG Investment Advisors LLC 2.97% of their portfolio | 358.3k $13.6m | Added +117.0k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% of their portfolio | 353.8k $13.4m | Added +1.3k |
| South Dakota Investment Council 0.26% of their portfolio | 324.6k $12.3m | Added +11.1k |
| STOREBRAND ASSET MANAGEMENT AS 0.06% of their portfolio | 320.6k $12.2m | Reduced -163.1k |
| PRUDENTIAL FINANCIAL INC 0.02% of their portfolio | 319.4k $13.3m | Reduced -51.2k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.03% of their portfolio | 318.7k $12.1m | Reduced -1.0k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 314.7k $11.9m | Reduced -4.0k |
| Connor, Clark & Lunn Investment Management Ltd. 0.06% of their portfolio | 313.3k $11.9m | Added +285.5k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.02% of their portfolio | 310.9k $11.8m | New |
| M&G INVESTMENT MANAGEMENT LTD 0.07% of their portfolio | 303.1k $11.5m | Reduced -30.8k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 296.3k $11.2m | Reduced -821.7k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 288.1k $10.9m | Reduced -9.4k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.02% of their portfolio | 283.2k $10.7m | Added +36.2k |
| Goodman Financial Corp 2.96% of their portfolio | 281.4k $10.7m | Added +4.8k |
| APG Asset Management N.V. 0.02% of their portfolio | 279.9k $9.7m | Reduced -5.6k |
| Skandinaviska Enskilda Banken AB (publ) 0.07% of their portfolio | 277.0k $10.5m | Added +26.4k |
| NATIXIS 0.09% of their portfolio | 266.5k $10.1m | Reduced -895.1k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 261.4k $9.9m | Added +36.2k |
| Redwood Grove Capital, LLC 4.19% of their portfolio | 261.0k $9.9m | Unchanged |
| Rokos Capital Management LLP 0.20% of their portfolio | 260.9k $9.8m | New |
| CANADA LIFE ASSURANCE Co 0.02% of their portfolio | 244.2k $9.3m | Reduced -9.9k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 239.4k $9.1m | Reduced -297.5k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 237.3k $9.0m | Added +5.3k |