Oil-Dri Corp of America (ODC) shareholders
ODCNYSEMiscellaneous Manufacturing IndustriesFiscal year ends July 31
Financials through Q4 FY2026, quarter ended Jul 31, 2026Last filing: 10-K on Oct 8, 2026Score 9/3018% above fair value
$72.03−1.12 (-1.53%)
Close on Nov 13, 2026Market cap $1.04BP/E –Yield 1.13%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
53.5%
8M of 14M shares
Institutional holders
162
31 new, 5 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 4 sales
Net sold $1.13M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| GAMCO Asset Management Inc. | 794,512 | 7.70% | 13D (active) amendment | Jun 26, 2025 |
| Needham Aggressive Growth Fund Joint filing with Needham Investment Management L.L.C. (6.10%), Needham Asset Management, LLC (6.10%) and 1 more | 635,000 | 6.10% | 13G (passive) amendment | Dec 31, 2025 |
| Stowers Institute for Medical Research Joint filing with American Century Investment Management, Inc. (5.20%), American Century Companies, Inc. (5.20%) | 527,872 | 5.20% | 13G (passive) | Jun 30, 2026 |
| Vanguard Capital Management | 519,890 | 5.07% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 363,650 | 7.10% | 13G (passive) | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ODC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 829,295 | 5.73% | $84.76M | +103,768 | 0.00% |
| Gamco Investors, Inc. Et Al | 778,050 | 5.37% | $79.52M | −4,400 | 0.71% |
| Needham Investment Management LLC | 686,000 | 4.74% | $70.12M | +8,500 | 2.11% |
| American Century Companies Inc | 527,872 | 3.65% | $53.95M | +71,360 | 0.02% |
| Vanguard Capital Management LLC | 440,417 | 3.04% | $45.02M | −3,127 | 0.00% |
| Dimensional Fund Advisors LP | 415,408 | 2.87% | $42.46M | −45,926 | 0.01% |
| Renaissance Technologies LLC | 407,692 | 2.82% | $41.67M | −14,700 | 0.06% |
| AltraVue Capital, LLC | 318,770 | 2.20% | $32.58M | −14,300 | 2.35% |
| Geode Capital Management, LLC | 256,177 | 1.77% | $26.19M | +12,622 | 0.00% |
| Vanguard Portfolio Management LLC | 239,468 | 1.65% | $24.48M | +2,443 | 0.00% |
| State Street Corp | 230,149 | 1.59% | $23.52M | +2,933 | 0.00% |
| Gabelli Funds LLC | 161,400 | 1.11% | $16.50M | −1,500 | 0.11% |
| Two Sigma Investments, LP | 113,401 | 0.78% | $11.59M | +12,972 | 0.01% |
| Diamond Hill Capital Management Inc | 110,231 | 0.76% | $11.27M | −20,460 | 0.09% |
| Northern Trust Corp | 108,278 | 0.75% | $11.07M | +4,395 | 0.00% |
| Allspring Global Investments Holdings, LLC | 99,664 | 0.69% | $10.19M | +14,400 | 0.02% |
| Bard Associates Inc | 98,537 | 0.68% | $10.07M | −1,649 | 2.24% |
| Bank of New York Mellon Corp | 93,682 | 0.65% | $9.58M | +1,563 | 0.00% |
| Cardinal Capital Management | 87,391 | 0.60% | $8.93M | −685 | 1.08% |
| Charles Schwab Investment Management Inc | 87,125 | 0.60% | $8.91M | +3,335 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 162 | 8M | 53.5% | 31 / 62 | 43 / 5 | 1M | 0M |
| Q1 2026 | 140 | 8M | 52.7% | 26 / 41 | 46 / 17 | 2M | 0M |
| Q4 2025 | 135 | 7M | 49.8% | 13 / 52 | 42 / 28 | 1M | 0M |
| Q3 2025 | 152 | 7M | 49.2% | 35 / 47 | 45 / 6 | 1M | 1M |
| Q2 2025 | 125 | 7M | 48.5% | 24 / 43 | 38 / 10 | 0M | 0M |
| Q1 2025 | 113 | 7M | 48.5% | 22 / 31 | 43 / 5 | 0M | 0M |
| Q4 2024 | 98 | 7M | 48.6% | 18 / 33 | 29 / 7 | 0M | 0M |
| Q3 2024 | 87 | 7M | 48.4% | 10 / 36 | 24 / 12 | 1M | 0M |
| Q2 2024 | 90 | 7M | 48.0% | 11 / 32 | 31 / 11 | 0M | 0M |
| Q1 2024 | 90 | 7M | 49.1% | 9 / 25 | 38 / 9 | 0M | 0M |
| Q4 2023 | 91 | 7M | 49.6% | 12 / 30 | 36 / 9 | 1M | 0M |
| Q3 2023 | 88 | 7M | 48.7% | 14 / 33 | 27 / 7 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
184 funds held ODC in Q2 2026, 31% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of ODC | Value | % of fund | As of |
|---|---|---|---|---|---|
| 1290 VT GAMCO Small Company Value Portfolio | 718,600 | 4.96% | $73.45M | 1.64% | Jun 30, 2026 |
| Needham Aggressive Growth Fund | 686,000 | 4.74% | $70.12M | 2.69% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 424,043 | 2.93% | $32.51M | 0.12% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 312,098 | 2.16% | $31.90M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 257,762 | 1.78% | $26.35M | 0.03% | Jun 30, 2026 |
| The Gabelli Small Cap Growth Fund | 137,200 | 0.95% | $14.02M | 0.73% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 118,226 | 0.82% | $12.08M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 109,531 | 0.76% | $10.87M | 0.03% | Jul 31, 2026 |
| Vanguard Consumer Staples Index Fund | 109,374 | 0.76% | $8.38M | 0.09% | May 31, 2026 |
| U.S. Micro Cap Portfolio | 97,478 | 0.67% | $9.67M | 0.12% | Jul 31, 2026 |
| Diamond Hill Small Cap Fund | 86,565 | 0.60% | $8.85M | 2.88% | Jun 30, 2026 |
| Allspring Small Company Value Portfolio | 79,620 | 0.55% | $7.90M | 1.19% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 78,591 | 0.54% | $8.03M | 0.05% | Jun 30, 2026 |
| Vanguard Dividend Appreciation Index Fund | 57,966 | 0.40% | $5.75M | 0.00% | Jul 31, 2026 |
| U.S. Small Cap Portfolio | 56,224 | 0.39% | $5.58M | 0.03% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Daniel S. Jaffee | Chairman, President and CEO, Director, 10% owner | 1,057,472 | 7.30% | Oct 20, 2026 |
| Christopher B. Lamson | Group Vice President | 62,697 | 0.43% | Oct 20, 2026 |
| Aaron Christiansen | Vice President of Operations | 51,198 | 0.35% | Oct 20, 2026 |
| Anthony William Parker | General Counsel & Secretary | 14,526 | 0.10% | Oct 14, 2026 |
| Walter Wade Robey | VP, Ag ODC; President, Amlan | 24,307 | 0.17% | Jan 21, 2026 |
| Laura G. Scheland | VP & GM of Consumer Products | 39,050 | 0.27% | Oct 24, 2025 |
| Susan M. Kreh | Chief Financial Officer | 90,100 | 0.62% | Oct 21, 2025 |
| Jonathan E. Blake | Vice President, Controller | 1,000 | 0.01% | Mar 21, 2025 |
| Amy Ryan | Director | 2,800 | 0.02% | Oct 16, 2026 |
| Ellen-Blair Chube | Director | 8,930 | 0.06% | Apr 22, 2026 |
| Paul Hindsley | Director | 11,000 | 0.08% | Mar 13, 2026 |
| Michael A. Nemeroff | Director | 52,815 | 0.36% | Dec 23, 2025 |
| George C. Roeth | Director | 9,000 | 0.06% | Dec 23, 2025 |
| Allan H. Selig | Director | 103,000 | 0.71% | Dec 15, 2025 |
| Lawrence E. Washow | Director | 31,000 | 0.21% | Dec 15, 2025 |
| Patricia J. Schmeda | Director | 3,000 | 0.02% | Dec 15, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Christopher B. Lamson Group Vice President | Oct 19, 2026 | Tax withholding | −2,228 | $70.49 | $157.05K | 58,244 |
| Aaron Christiansen Vice President of Operations | Oct 19, 2026 | Tax withholding | −8,811 | $70.49 | $621.09K | 51,189 |
| Amy Ryan Director | Oct 16, 2026 | Sale | −1,100 | $78.80 | $86.68K | 2,800 |
| Christopher B. Lamson Group Vice President | Oct 15, 2026 | Sale | −7,000 | $80.27 | $561.89K | 4,453 |
| Daniel S. Jaffee Chairman, President and CEO, Director, 10% owner | Oct 15, 2026 | Gift | −10,000 | – | – | 0 |
| Daniel S. Jaffee Chairman, President and CEO, Director, 10% owner | Oct 13, 2026 | Conversion | +10,000 | – | – | 10,000 |
| Ellen-Blair Chube Director | Apr 22, 2026 | Sale | −1,390 | $73.06 | $101.55K | 8,930 |
| Paul Hindsley Director | Mar 13, 2026 | Sale | −6,000 | $63.90 | $383.40K | 11,000 |
| Christopher B. Lamson Group Vice President | Jan 20, 2026 | Tax withholding | −3,528 | $56.04 | $197.71K | 60,472 |
| Walter Wade Robey VP, Ag ODC; President, Amlan | Jan 20, 2026 | Tax withholding | −693 | $56.04 | $38.84K | 24,307 |
| George C. Roeth Director | Dec 23, 2025 | Gift | −2,000 | – | – | 1,000 |
| Michael A. Nemeroff Director | Dec 23, 2025 | Gift | −5,987 | – | – | 52,815 |
| Patricia J. Schmeda Director | Dec 15, 2025 | Award | +1,000 | $51.68 | $51.68K | 3,000 |
| Allan H. Selig Director | Dec 15, 2025 | Award | +1,000 | $51.68 | $51.68K | 103,000 |
| Lawrence E. Washow Director | Dec 15, 2025 | Award | +1,000 | $51.68 | $51.68K | 31,000 |
| Michael A. Nemeroff Director | Dec 15, 2025 | Award | +1,000 | $51.68 | $51.68K | 58,802 |
| Amy Ryan Director | Dec 15, 2025 | Award | +1,000 | $51.68 | $51.68K | 3,900 |
| Paul Hindsley Director | Dec 15, 2025 | Award | +1,000 | $51.68 | $51.68K | 17,000 |
| Ellen-Blair Chube Director | Dec 15, 2025 | Award | +1,000 | $51.68 | $51.68K | 10,320 |
| George C. Roeth Director | Dec 15, 2025 | Award | +1,000 | $51.68 | $51.68K | 3,000 |
| Laura G. Scheland VP & GM of Consumer Products | Oct 23, 2025 | Sale | −850 | $60.60 | $51.51K | 39,050 |
| Laura G. Scheland VP & GM of Consumer Products | Oct 22, 2025 | Sale | −850 | $60.30 | $51.26K | 39,900 |
| Walter Wade Robey VP, Ag ODC; President, Amlan | Oct 20, 2025 | Sale | −4,025 | $59.18 | $238.20K | 25,000 |
| Walter Wade Robey VP, Ag ODC; President, Amlan | Oct 19, 2025 | Award | +5,000 | $59.07 | $295.35K | 29,025 |
| Laura G. Scheland VP & GM of Consumer Products | Oct 19, 2025 | Tax withholding | −2,930 | $59.07 | $173.08K | 40,750 |
| Laura G. Scheland VP & GM of Consumer Products | Oct 19, 2025 | Award | +6,000 | $59.07 | $354.42K | 43,680 |
| Christopher B. Lamson Group Vice President | Oct 19, 2025 | Award | +8,000 | $59.07 | $472.56K | 64,000 |
| Susan M. Kreh Chief Financial Officer | Oct 19, 2025 | Tax withholding | −4,000 | $59.07 | $236.28K | 90,100 |
| Amy Ryan Director | Jul 23, 2025 | Sale | −1,000 | $60.62 | $60.62K | 2,900 |
| Christopher B. Lamson Group VP of Retail & Wholesale | Jul 21, 2025 | Sale | −2,500 | $61.75 | $154.38K | 11,453 |
| Ellen-Blair Chube Director | Jun 20, 2025 | Sale | −2,500 | $55.83 | $139.58K | 9,320 |
| Ellen-Blair Chube Director | Apr 21, 2025 | Sale | −3,500 | $42.51 | $148.79K | 11,820 |
| Susan M. Kreh Chief Financial Officer | Apr 18, 2025 | Award | +25,000 | $41.52 | $1.04M | 94,100 |
| Aaron Christiansen Vice President of Operations | Apr 18, 2025 | Award | +25,000 | $41.52 | $1.04M | 60,000 |
| Jonathan E. Blake Vice President, Controller | Mar 19, 2025 | Award | +1,000 | $48.60 | $48.60K | 1,000 |
| Christopher B. Lamson Group VP of Retail & Wholesale | Jan 23, 2025 | Sale | −843 | $42.46 | $35.79K | 69,953 |
| Amy Ryan Director | Jan 23, 2025 | Sale | −2,100 | $41.78 | $87.74K | 3,900 |
| Christopher B. Lamson Group VP of Retail & Wholesale | Jan 22, 2025 | Sale | −3,154 | $42.75 | $134.83K | 70,796 |
| Christopher B. Lamson Group VP of Retail & Wholesale | Jan 21, 2025 | Tax withholding | −3,552 | $43.71 | $155.26K | 73,950 |
| Walter Wade Robey VP, Ag ODC; President, Amlan | Jan 21, 2025 | Tax withholding | −693 | $43.71 | $30.29K | 24,025 |
| Daniel S. Jaffee Chairman, President and CEO, Director, 10% owner | Dec 12, 2024 | Gift | −2,500 | – | – | 0 |
| Daniel S. Jaffee Chairman, President and CEO, Director, 10% owner | Dec 11, 2024 | Conversion | +2,500 | – | – | 2,500 |
| Christopher B. Lamson Group VP of Retail & Wholesale | Oct 19, 2024 | Award | +3,500 | $68.43 | $239.51K | 38,751 |
| Susan M. Kreh Chief Financial Officer | Oct 19, 2024 | Award | +3,500 | $68.43 | $239.51K | 35,350 |
| Susan M. Kreh Chief Financial Officer | Oct 19, 2024 | Tax withholding | −800 | $68.43 | $54.74K | 34,550 |
| Laura G. Scheland VP and Chief Legal Officer | Oct 19, 2024 | Award | +3,500 | $68.43 | $239.51K | 18,840 |
| Aaron Christiansen Vice President of Operations | Oct 19, 2024 | Award | +3,500 | $68.43 | $239.51K | 17,500 |
| Laura G. Scheland VP and Chief Legal Officer | Oct 18, 2024 | Sale | −2,500 | $69.27 | $173.18K | 15,340 |
| George C. Roeth Director | Jun 17, 2024 | Sale | −1,500 | $65.00 | $97.50K | 4,000 |
| George C. Roeth Director | Jun 17, 2024 | Gift | −2,000 | – | – | 5,500 |
| Aaron Christiansen Vice President of Operations | Mar 20, 2024 | Sale | −488 | $69.80 | $34.06K | 14,000 |
| Aaron Christiansen Vice President of Operations | Mar 19, 2024 | Sale | −1,008 | $70.48 | $71.04K | 14,488 |
| Aaron Christiansen Vice President of Operations | Mar 18, 2024 | Sale | −4,504 | $69.36 | $312.40K | 15,496 |
| Walter Wade Robey VP, Ag ODC; President, Amlan | Jan 22, 2024 | Tax withholding | −347 | $67.85 | $23.54K | 12,359 |
| Christopher B. Lamson Group VP of Retail & Wholesale | Jan 22, 2024 | Tax withholding | −1,249 | $67.85 | $84.74K | 35,251 |
| Aaron Christiansen Vice President of Operations | Jan 16, 2024 | Sale | −1,070 | $66.31 | $70.95K | 20,000 |
| Daniel S. Jaffee Chairman, President and CEO, Director, 10% owner | Dec 21, 2023 | Gift | −4,000 | – | – | 0 |
| Daniel S. Jaffee Chairman, President and CEO, Director, 10% owner | Dec 18, 2023 | Conversion | +4,000 | – | – | 4,000 |
| Allan H. Selig Director | Dec 15, 2023 | Award | +1,000 | $68.89 | $68.89K | 51,000 |
| Patricia J. Schmeda Director | Dec 15, 2023 | Award | +1,000 | $68.89 | $68.89K | 1,000 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
7.04%
1M shares short
Days to cover
6.4
At 0M shares a day
Change since last report
+10.6%
From 1M shares
Short volume, 20 days
53.6%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Oil-Dri Corp of America's stock actually held short. Settlement fails (shares not delivered on time) peaked at 5,735 shares on Aug 19, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Amy Ryan Director | Oct 15, 2026 | 1,100 | $89.10K | Oct 16, 2026 | Restricted Stock Award |
| Christopher B. Lamson Officer | Oct 15, 2026 | 7,000 | $600.95K | Oct 15, 2026 | Restricted Stock Award |
| Ellen-Blair Chube Director | Apr 22, 2026 | 1,390 | $101.53K | Apr 22, 2026 | Board Compensation |
| Paul Hindsley Director | Mar 13, 2026 | 6,000 | $383.38K | Mar 13, 2026 | Stock Award |
| Laura G. Scheland Affiliate | Oct 23, 2025 | 1,700 | $102.51K | Oct 22, 2025 | Restricted Stock Award |
| Walter Wade Robey Officer | Oct 20, 2025 | 4,025 | $241.46K | Oct 20, 2025 | Restricted Stock Award |
| Amy Ryan Director | Jul 23, 2025 | 1,000 | $60.88K | Jul 23, 2025 | Restricted Stock Award |
| Christopher B. Lamson Officer | Jul 21, 2025 | 2,500 | $153.68K | Jul 21, 2025 | Stock Award |
| Ellen-Blair Chube Director | Jun 20, 2025 | 2,500 | $139.57K | Jun 20, 2025 | Purchase |
| Ellen-Blair Chube Director | Apr 21, 2025 | 3,500 | $151.38K | Apr 21, 2025 | Purchased |
| Amy Ryan Director | Jan 23, 2025 | 2,400 | $102.48K | Jan 23, 2025 | Restricted Stock Award |
| Christopher B. Lamson Officer | Jan 22, 2025 | 4,000 | $174.84K | Jan 22, 2025 | Restricted Stock Award |
| Laura G. Scheland Affiliate | Oct 18, 2024 | 2,500 | $176.18K | Oct 18, 2024 | Restricted Stock Award |
| George C. Roeth Director | Jun 17, 2024 | 1,500 | $97.68K | Jun 17, 2024 | Restricted Stock Award |
| Suckow Paul E Director | Jul 12, 2023 | 9,000 | $562.14K | Jul 12, 2023 | Open Market Purchase |
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