WAFD INC (WAFD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
268
Reporting holders
$2.4B
Reported value
85.7%
Of shares outstanding
0.0%
Held as options
+29
Holder change
Institutions report 63,441,275 shares against 73,995,238 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $413.4M | 10,774,309 | 0.01% | 8q | -2.4%-$10.4M |
| DIMENSIONAL FUND ADVISORS LP | $190.5M | 4,964,442 | 0.03% | 31q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $182.5M | 4,755,020 | 0.01% | 2q | -1.4%-$2.5M |
| STATE STREET CORP | $166.7M | 4,345,763 | 0.00% | 31q | +3.1%+$5.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $127.6M | 3,324,356 | 0.00% | 2q | -3.0%-$3.9M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $120.6M | 3,142,312 | 0.33% | 31q | -3.4%-$4.3M |
| ALLIANCEBERNSTEIN L.P. | $119.6M | 3,807,514 | 0.04% | 31q | +6.5%+$7.3M |
| AMERICAN CENTURY COMPANIES INC | $92.7M | 2,416,568 | 0.04% | 27q | +9.3%+$7.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $76.3M | 1,987,447 | 0.00% | 31q | +1.8%+$1.3M |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $59.8M | 1,558,139 | 1.19% | 31q | +1.3%+$759.3K |
| AMERIPRISE FINANCIAL INC | $42.0M | 1,094,307 | 0.01% | 31q | -35.7%-$23.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $39.2M | 1,020,988 | 0.01% | 31q | -3.6%-$1.4M |
| Sixth Street Partners Management Company, L.P. | $39.2M | 1,020,988 | 0.01% | new | NEW |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $36.5M | 951,677 | 0.34% | 31q | -11.4%-$4.7M |
| BANK OF AMERICA CORP /DE/ | $34.7M | 903,179 | 0.00% | 31q | HELD |
| NORTHERN TRUST CORP | $31.9M | 831,630 | 0.00% | 31q | +5.9%+$1.8M |
| D. E. Shaw & Co., Inc. | $30.3M | 790,567 | 0.01% | 5q | +43.3%+$9.2M |
| GOLDMAN SACHS GROUP INC | $29.1M | 759,092 | 0.00% | 31q | +53.1%+$10.1M |
| MORGAN STANLEY | $28.3M | 736,410 | 0.00% | 35q | -5.4%-$1.6M |
| WELLS FARGO & COMPANY/MN | $26.5M | 690,969 | 0.00% | 31q | -54.8%-$32.1M |
| Bank of New York Mellon Corp | $26.5M | 690,349 | 0.00% | 31q | +2.1%+$556.9K |
| TWO SIGMA INVESTMENTS, LP | $21.7M | 566,391 | 0.02% | 6q | +2.7%+$563.7K |
| MILLENNIUM MANAGEMENT LLC | $21.3M | 556,257 | 0.01% | 7q | +167.5%+$13.4M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $20.6M | 538,077 | 0.36% | 20q | +2.7%+$534.3K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $20.5M | 533,521 | 0.06% | 31q | HELD |
| VICTORY CAPITAL MANAGEMENT INC | $20.0M | 521,358 | 0.01% | 31q | +5.7%+$1.1M |
| PRINCIPAL FINANCIAL GROUP INC | $19.6M | 510,281 | 0.01% | 31q | +1.1%+$220.7K |
| Public Sector Pension Investment Board | $19.5M | 507,710 | 0.03% | 14q | +87.1%+$9.1M |
| VANGUARD FIDUCIARY TRUST CO | $18.8M | 488,806 | 0.00% | 2q | HELD |
| Qube Research & Technologies Ltd | $17.7M | 460,195 | 0.02% | 2q | +3202.7%+$17.1M |
| MetLife Investment Management, LLC | $17.0M | 441,753 | 0.08% | 32q | -17.1%-$3.5M |
| Invesco Ltd. | $15.4M | 400,242 | 0.00% | 31q | +45.0%+$4.8M |
| Empowered Funds, LLC | $13.4M | 348,477 | 0.07% | 2q | +4.2%+$534.3K |
| DAVIDSON INVESTMENT ADVISORS | $10.9M | 282,839 | 0.44% | 10q | -6.4%-$737.0K |
| CONGRESS ASSET MANAGEMENT CO | $10.7M | 277,892 | 0.07% | 31q | +1.0%+$107.9K |
| Nuveen, LLC | $8.7M | 226,818 | 0.00% | 6q | +18.1%+$1.3M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $8.5M | 220,498 | 0.00% | new | NEW |
| UBS Group AG | $8.1M | 211,299 | 0.00% | 31q | -61.1%-$12.7M |
| Baird Financial Group, Inc. | $7.7M | 199,414 | 0.01% | 31q | HELD |
| RHUMBLINE ADVISERS | $7.5M | 194,502 | 0.01% | 31q | -11.8%-$994.9K |
| ProShare Advisors LLC | $7.4M | 192,906 | 0.01% | 31q | +1527.9%+$6.9M |
| Interval Partners, LP | $7.1M | 185,013 | 0.18% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $6.8M | 179,778 | 0.00% | 8q | +9.4%+$590.3K |
| Legal & General Group Plc | $6.6M | 171,005 | 0.00% | 31q | -2.0%-$133.3K |
| FIRST TRUST ADVISORS LP | $6.3M | 164,599 | 0.00% | 31q | HELD |
| Dana Investment Advisors, Inc. | $5.9M | 154,157 | 0.15% | 10q | -1.6%-$98.2K |
| FRANKLIN RESOURCES INC | $5.9M | 152,645 | 0.00% | 16q | +4.5%+$251.5K |
| Swiss National Bank | $5.8M | 152,226 | 0.00% | 31q | +0.7%+$38.4K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $5.4M | 141,040 | 0.00% | 31q | -17.9%-$1.2M |
| Corient Private Wealth LP | $5.3M | 137,798 | 0.00% | 15q | +152.5%+$3.2M |
| ENVESTNET ASSET MANAGEMENT INC | $5.2M | 135,165 | 0.00% | 10q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $4.3M | 113,087 | 0.02% | 4q | HELD |
| JPMORGAN CHASE & CO | $4.3M | 109,792 | 0.00% | 31q | -10.6%-$509.3K |
| HENNESSY ADVISORS INC | $3.7M | 96,000 | 0.12% | 11q | -12.7%-$537.2K |
| CITIGROUP INC | $3.3M | 85,935 | 0.00% | 31q | +19.5%+$538.9K |
| FIFTH THIRD BANCORP | $3.2M | 82,891 | 0.01% | 24q | +15.1%+$418.2K |
| Talbot Financial, LLC | $3.1M | 80,896 | 0.23% | 15q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $3.1M | 80,229 | 0.00% | 2q | +589.9%+$2.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $3.1M | 79,560 | 0.00% | 7q | +2.3%+$68.3K |
| VANGUARD ASSET MANAGEMENT, Ltd | $3.0M | 78,675 | 0.00% | 2q | +6.9%+$195.0K |
| DEUTSCHE BANK AG\ | $3.0M | 78,577 | 0.00% | 34q | +8.7%+$241.2K |
| AUXIER ASSET MANAGEMENT LLC | $3.0M | 77,725 | 0.40% | 31q | HELD |
| LPL Financial LLC | $3.0M | 77,183 | 0.00% | 31q | +9.5%+$256.1K |
| ExodusPoint Capital Management, LP | $3.0M | 77,090 | 0.02% | 5q | -48.2%-$2.8M |
| PRUDENTIAL FINANCIAL INC | $2.9M | 76,828 | 0.00% | 31q | -1.4%-$40.9K |
| CAPITAL FUND MANAGEMENT S.A. | $2.9M | 76,431 | 0.01% | new | NEW |
| Louisiana State Employees Retirement System | $2.3M | 66,000 | 0.02% | 31q | +96.4%+$1.1M |
| SEI INVESTMENTS CO | $2.3M | 59,355 | 0.00% | 31q | -65.6%-$4.3M |
| Quantinno Capital Management LP | $2.2M | 57,878 | 0.00% | 5q | +56.4%+$800.9K |
| Pathstone Holdings, LLC | $2.1M | 55,017 | 0.01% | 11q | +10.6%+$203.2K |
| Rafferty Asset Management, LLC | $2.0M | 51,448 | 0.00% | 17q | -23.4%-$601.5K |
| BNP PARIBAS FINANCIAL MARKETS | $1.9M | 50,155 | 0.00% | 31q | +85.9%+$889.2K |
| CITADEL ADVISORS LLC | $1.9M | 49,251 | 0.00% | 31q | -53.2%-$2.2M |
| Federation des caisses Desjardins du Quebec | $1.9M | 48,414 | 0.01% | 3q | +5.8%+$101.9K |
| RAYMOND JAMES FINANCIAL INC | $1.8M | 47,351 | 0.00% | 7q | -12.0%-$248.4K |
| Russell Investments Group, Ltd. | $1.8M | 46,356 | 0.00% | 31q | +267.8%+$1.3M |
| Trexquant Investment LP | $1.8M | 46,168 | 0.01% | new | NEW |
| Orion Porfolio Solutions, LLC | $1.7M | 44,061 | 0.01% | 22q | +2.3%+$38.2K |
| HUSSMAN STRATEGIC ADVISORS, INC. | $1.6M | 42,000 | 0.37% | new | NEW |
| Man Group plc | $1.6M | 41,956 | 0.00% | new | NEW |
| TUDOR INVESTMENT CORP ET AL | $1.6M | 41,222 | 0.00% | new | NEW |
| Vanguard Global Advisers, LLC | $1.5M | 39,621 | 0.00% | 2q | -4.1%-$65.6K |
| State of New Jersey Common Pension Fund D | $1.5M | 39,421 | 0.01% | 4q | -41.7%-$1.1M |
| Illinois Municipal Retirement Fund | $1.5M | 39,128 | 0.02% | 12q | -4.3%-$68.1K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1.4M | 36,931 | 0.00% | 31q | +7.4%+$97.5K |
| Wakefield Asset Management LLLP | $1.4M | 36,489 | 0.32% | new | NEW |
| Integrated Quantitative Investments LLC | $1.4M | 35,517 | 0.22% | new | NEW |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $1.3M | 34,332 | 0.02% | new | NEW |
| Jupiter Topco LLC | $1.3M | 34,255 | 0.00% | new | FIRST |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1.3M | 34,180 | 0.00% | 9q | -4.3%-$59.2K |
| State of Tennessee, Department of Treasury | $1.3M | 33,466 | 0.00% | 14q | +85.2%+$590.9K |
| STRS OHIO | $1.2M | 30,900 | 0.00% | 5q | +4.7%+$53.7K |
| KLP KAPITALFORVALTNING AS | $1.2M | 30,738 | 0.00% | 7q | HELD |
| BARCLAYS PLC | $1.2M | 30,730 | 0.00% | 31q | -44.9%-$962.7K |
| Edgestream Partners, L.P. | $1.2M | 30,468 | 0.03% | new | NEW |
| Connor, Clark & Lunn Investment Management Ltd. | $1.1M | 29,454 | 0.00% | 2q | +276.6%+$830.0K |
| NEW YORK STATE COMMON RETIREMENT FUND | $1.1M | 27,752 | 0.00% | 31q | +10.8%+$103.6K |
| Schonfeld Strategic Advisors LLC | $989.2K | 25,780 | 0.00% | new | NEW |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $983.9K | 25,643 | 0.00% | 5q | -18.7%-$225.8K |
| FMR LLC | $955.8K | 24,909 | 0.00% | 31q | +2.8%+$25.7K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G | AllianceBernstein L.P. | 5.2% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 268 | $2.4B | 63,441,275 | 56 | 92 | 68 | 0.0% |
| Q1 2026 | 239 | $2.0B | 62,351,662 | 29 | 81 | 81 | 0.0% |
| Q4 2025 | 237 | $2.1B | 64,545,383 | 27 | 74 | 80 | 0.0% |
| Q3 2025 | 228 | $1.8B | 60,730,202 | 25 | 76 | 79 | 0.0% |
| Q2 2025 | 229 | $1.8B | 62,580,333 | 35 | 64 | 82 | 0.0% |
| Q1 2025 | 219 | $1.8B | 64,202,501 | 24 | 77 | 63 | 0.0% |
| Q4 2024 | 224 | $2.1B | 63,882,723 | 21 | 73 | 70 | 0.0% |
| Q3 2024 | 220 | $2.2B | 63,169,941 | 31 | 77 | 64 | 0.1% |
| Q2 2024 | 207 | $1.8B | 61,286,347 | 23 | 70 | 56 | 0.1% |
| Q1 2024 | 202 | $1.7B | 57,176,599 | 30 | 82 | 53 | 0.1% |
| Q4 2023 | 188 | $1.8B | 53,792,597 | 18 | 55 | 68 | 0.1% |
| Q3 2023 | 188 | $1.4B | 52,634,338 | 15 | 52 | 72 | 0.1% |
| Q2 2023 | 191 | $1.4B | 54,564,567 | 19 | 42 | 82 | 0.0% |
| Q1 2023 | 213 | $1.7B | 54,992,498 | 22 | 71 | 83 | 0.1% |
| Q4 2022 | 204 | $1.4B | 41,188,192 | 31 | 67 | 60 | 0.1% |
| Q3 2022 | 230 | $1.6B | 53,802,178 | 20 | 61 | 80 | 0.0% |
| Q2 2022 | 234 | $1.6B | 54,093,579 | 17 | 80 | 85 | 0.0% |
| Q1 2022 | 247 | $1.8B | 54,044,211 | 27 | 83 | 85 | 0.0% |
| Q4 2021 | 237 | $1.8B | 53,236,977 | 33 | 60 | 86 | 0.1% |
| Q3 2021 | 224 | $1.8B | 53,745,158 | 27 | 58 | 80 | 0.0% |
| Q2 2021 | 210 | $1.8B | 56,815,699 | 14 | 59 | 94 | 0.0% |
| Q1 2021 | 220 | $1.8B | 58,799,237 | 33 | 64 | 74 | 0.1% |
| Q4 2020 | 209 | $1.6B | 61,929,102 | 25 | 63 | 71 | 0.1% |
| Q3 2020 | 198 | $1.3B | 62,298,976 | 20 | 49 | 83 | 0.0% |
| Q2 2020 | 207 | $1.7B | 63,340,181 | 17 | 68 | 75 | 0.0% |
| Q1 2020 | 223 | $1.7B | 64,082,210 | 28 | 65 | 77 | 0.1% |
| Q4 2019 | 239 | $2.5B | 67,996,815 | 23 | 67 | 91 | 0.1% |
| Q3 2019 | 235 | $2.5B | 67,760,002 | 32 | 56 | 85 | 0.2% |
| Q2 2019 | 216 | $2.4B | 68,182,768 | 18 | 56 | 83 | 0.1% |
| Q1 2019 | 224 | $2.0B | 68,958,270 | 22 | 62 | 73 | 0.0% |
| Q4 2018 | 221 | $1.9B | 72,258,692 | 5 | 2 | 6 | 0.0% |