The Clorox Company (NYSE: CLX) is a well known consumer staples business with leading brands across cleaning, health, and lifestyle categories. Shares recently traded around $98 per share, giving the company a market value of roughly $12.0B.
Clorox shares are down about 40% over the past year, reflecting margin pressure, slower near term growth expectations, and a tougher consumer environment. Looking at who owns Clorox and recent insider trades helps show how large investors are approaching the stock today.
Who Are Clorox’s Top Shareholders?
Clorox’s shareholder base is led by major passive institutions. These firms tend to hold through market cycles, which can help keep long term ownership stable. Active managers have adjusted positions in both directions, showing a mix of confidence and caution.
- The Vanguard Group: 15,682,766 shares (12.86%), $1.54B value. Cut 106,815 shares (-0.68%).
- State Street Investment Management: 8,434,277 shares (6.91%), $829.2M value. Added 282,794 shares (+3.47%).
- BlackRock Institutional Trust Company: 7,020,050 shares (5.76%), $690.1M value. Added 65,235 shares (+0.94%).
- Geode Capital Management: 3,162,173 shares (2.59%), $310.9M value. Added 21,565 shares (+0.69%).
- Invesco Capital Management: 2,433,748 shares (2.00%), $239.3M value. Added 574,474 shares (+30.90%).
These holdings show that Clorox remains firmly institutionally owned even after a sharp share price decline, which for investors suggests ownership stability despite near term uncertainty.
Hedge Fund Highlights
Two Sigma Advisors, founded by John Overdeck, increased its Clorox position by about 181%, now holding roughly $251M worth of the stock. The size of the increase stands out following Clorox’s pullback, and it appears the firm may be positioning around valuation, though its exact thesis is not disclosed.
Bridgewater Associates, founded by Ray Dalio, boosted its Clorox stake by approximately 178%. While the overall position remains relatively small at about $2.4M, the scale of the increase suggests growing engagement after recent weakness.
Gotham Asset Management, led by Joel Greenblatt, raised its Clorox position by around 118%, bringing its holding to roughly $33.8M. Given Gotham’s valuation driven strategy, this move appears consistent with interest at lower price levels.
Yacktman Asset Management, founded by Donald Yacktman, increased its stake by about 30%, now holding approximately $7.3M in Clorox shares. The increase suggests continued exposure from a long term, quality focused investor.
Taken together, these moves indicate that while passive ownership dominates, several hedge funds are becoming more active at current prices, which for investors may signal selective interest following the stock’s decline.
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Clorox’s Recent Insider Trades
Insider trades can offer context into how executives and directors may be managing personal exposure to the stock. Recent filings for Clorox show mostly small transactions that lean toward selling.
- Kirsten Marriner (Officer): Sold 310 shares at about $102.83, with earlier mixed transactions near $122.25.
- Eric H. Reynolds (Officer): Sold 255 shares at about $102.83, with earlier transactions near $122.25.
- Linda J. Rendle (Officer and Director): Sold 829 shares at about $102.83, following earlier larger share movements near $122.25.
- Stacey Grier (Officer): Sold 65 shares at about $102.83.
- Angela Christine Hilt (Officer): Sold 347 shares at about $102.83.
- Pierre R. Breber (Director): Purchased 4,000 shares at about $104.13.
These transactions are small relative to total shares outstanding and do not materially change insider ownership. It appears the activity may reflect personal financial decisions or timing rather than a clear signal on business performance, which for investors provides useful context without pointing to a definitive conclusion.
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What the Ownership & Insider Trade Data Tell Us
Clorox’s shareholder base remains anchored by large institutional investors, providing stability despite recent share price weakness. Among active managers and hedge funds, positioning has been mixed, with several firms increasing exposure meaningfully after the stock’s decline.
Insider activity appears cautious, with modest selling and limited buying. Taken together, the data suggests Clorox continues to be viewed as a durable consumer staples business, though investors appear selective as the company works through margin pressure, slower growth expectations, and elevated leverage, which for investors points to a measured and valuation aware stance rather than broad conviction.
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