Free Trial

WaFd (WAFD) Institutional Ownership

WaFd logo
$30.25 -0.76 (-2.45%)
As of 01/17/2025 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for WaFd (NASDAQ:WAFD)

Current
Institutional Ownership
Percentage
83.71%
Number of
Institutional Buyers
(last 12 months)
103
Total
Institutional Inflows
(last 12 months)
$150.00M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$53.49M
Get WAFD Insider Trade Alerts

Want to know when executives and insiders are buying or selling WaFd stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

WAFD Institutional Buying and Selling by Quarter

WaFd Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 SG Americas Securities LLC10,091$325K0.0%+81.2%0.012%
1/15/2025 Hennessy Advisors Inc.95,000$3.06M0.1%-8.7%0.117%
1/15/2025 Hennion & Walsh Asset Management Inc.11,137$359K0.0%-36.0%0.014%
1/14/2025 Assenagon Asset Management S.A.158,635$5.11M0.0%-70.3%0.195%
1/13/2025 Cooper Financial Group11,134$359K0.0%+3.2%0.014%
1/10/2025 Harbor Capital Advisors Inc.32,045$1.03M0.0%-2.3%0.039%
1/6/2025 Oliver Luxxe Assets LLC53,604$1.73M0.3%+2.5%0.066%
12/26/2024JPMorgan Chase & Co.185,751$6.47M0.0%-5.3%0.228%
12/19/2024Principal Financial Group Inc.428,504$14.93M0.0%+28.6%0.527%
11/27/2024Franklin Resources Inc.26,463$954K0.0%+6.7%0.033%
11/25/2024Sanctuary Advisors LLC9,958$370K0.0%+10.1%0.012%
11/19/2024McIlrath & Eck LLC1,323$46K0.0%+112.7%0.002%
11/16/2024Geode Capital Management LLC1,759,135$61.32M0.0%+10.0%2.166%
11/15/2024Barclays PLC161,958$5.64M0.0%+33.3%0.199%
11/15/2024MML Investors Services LLC15,835$552K0.0%+7.3%0.019%
11/15/2024Dean Investment Associates LLC70,060$2.44M0.3%+39.2%0.086%
11/15/2024Orion Portfolio Solutions LLC39,465$1.38M0.0%+5.4%0.049%
11/15/2024XTX Topco Ltd10,192$355K0.0%N/A0.013%
11/15/2024EP Wealth Advisors LLC9,984$348K0.0%N/A0.012%
11/15/2024Jane Street Group LLC62,598$2.18M0.0%-47.6%0.077%
11/15/2024State Street Corp3,969,790$138.35M0.0%+5.2%4.888%
11/15/2024Stifel Financial Corp28,203$983K0.0%-4.1%0.035%
11/15/2024Systematic Financial Management LP1,432,523$49.92M1.3%+21.5%1.764%
11/15/2024Janus Henderson Group PLC34,255$1.19M0.0%+14.4%0.042%
11/15/2024Hotchkis & Wiley Capital Management LLC497,893$17.35M0.1%-15.4%0.613%
11/15/2024HighTower Advisors LLC6,777$237K0.0%N/A0.008%
11/14/2024Verition Fund Management LLC68,513$2.39M0.0%+6.4%0.084%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC157,962$5.51M0.0%+5.9%0.194%
11/14/2024Public Sector Pension Investment Board172,284$6.00M0.0%+15.9%0.212%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank15,445$538K0.0%+15.0%0.019%
11/14/2024FORA Capital LLC9,005$314K0.0%N/A0.011%
11/13/2024BNP Paribas Financial Markets28,997$1.01M0.0%+69.3%0.036%
11/13/2024FMR LLC16,493$575K0.0%+15.4%0.020%
11/13/2024D.A. Davidson & CO.41,400$1.44M0.0%+1.1%0.051%
11/13/2024The Manufacturers Life Insurance Company39,619$1.38M0.0%-1.9%0.049%
11/13/2024Dynamic Technology Lab Private Ltd6,966$243K0.0%N/A0.009%
11/12/2024Citigroup Inc.186,174$6.49M0.0%+11.9%0.229%
11/12/2024AlphaCore Capital LLC33,530$1.17M0.3%N/A0.041%
11/12/2024Charles Schwab Investment Management Inc.1,225,248$42.70M0.0%+7.4%1.509%
11/9/2024Foundry Partners LLC88,098$3.07M0.2%-67.3%0.108%
I was wrong. Dead wrong. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

11/9/2024Intech Investment Management LLC17,544$611K0.0%N/A0.022%
11/7/2024Meeder Asset Management Inc.40,566$1.41M0.1%-15.4%0.050%
11/7/2024Pathstone Holdings LLC50,431$1.76M0.0%+48.8%0.062%
11/7/2024Quest Partners LLC31,310$1.09M0.1%N/A0.039%
11/7/2024Swiss National Bank158,426$5.52M0.0%+15.8%0.195%
11/7/2024Thrivent Financial for Lutherans67,820$2.36M0.0%-41.6%0.084%
11/6/2024Mutual of America Capital Management LLC12,215$426K0.0%+10.0%0.015%
11/6/2024Natixis Advisors LLC18,187$634K0.0%+9.3%0.022%
11/6/2024Empowered Funds LLC212,341$7.40M0.1%-14.2%0.261%
11/6/2024Royce & Associates LP32,663$1.14M0.0%-35.6%0.040%
11/6/2024Cornercap Investment Counsel Inc.17,666$616K0.2%-48.0%0.022%
11/6/2024CIBC Asset Management Inc7,086$247K0.0%N/A0.009%
11/6/2024KBC Group NV2,797$97K0.0%+35.1%0.003%
11/5/2024Victory Capital Management Inc.176,788$6.16M0.0%-35.2%0.218%
11/2/2024Covestor Ltd1,904$66K0.0%+60.1%0.002%
10/31/2024Washington Trust Bank10,460$365K0.0%-49.9%0.013%
10/31/2024Principal Financial Group Inc.428,504$14.93M0.0%+28.6%0.528%
10/30/2024Amalgamated Bank23,493$819K0.0%+13.7%0.029%
10/29/2024 Harbor Capital Advisors Inc.32,799$1.14M0.0%+33.2%0.040%
10/28/2024US Bancorp DE1,537$54K0.0%-22.3%0.002%
10/28/2024Congress Asset Management Co.211,101$7.36M0.1%-1.0%0.260%
10/25/2024Roubaix Capital LLC94,142$3.28M1.8%N/A0.116%
10/25/2024New York State Teachers Retirement System123,464$4.30M0.0%-1.1%0.152%
10/24/2024 Nisa Investment Advisors LLC3,424$119K0.0%-23.9%0.004%
10/24/2024State of Alaska Department of Revenue46,347$1.62M0.0%+16.8%0.057%
10/24/2024DekaBank Deutsche Girozentrale7,322$250K0.0%N/A0.009%
10/23/2024Louisiana State Employees Retirement System39,300$1.37M0.0%+15.6%0.048%
10/23/2024 Assenagon Asset Management S.A.533,241$18.58M0.0%N/A0.657%
10/23/2024 Hennion & Walsh Asset Management Inc.17,399$606K0.0%-6.3%0.021%
10/23/2024Brighton Jones LLC11,422$398K0.0%+18.3%0.014%
10/18/2024Blue Trust Inc.1,188$41K0.0%+80.8%0.001%
10/11/2024 Oliver Luxxe Assets LLC52,311$1.82M0.3%N/A0.064%
10/8/2024CWM LLC28,358$988K0.0%-4.3%0.035%
10/7/2024 GAMMA Investing LLC1,558$54K0.0%+515.8%0.002%
10/3/2024 SG Americas Securities LLC5,569$194K0.0%N/A0.007%
9/5/2024Sanctuary Advisors LLC9,045$252K0.0%N/A0.011%
8/27/2024Clearbridge Investments LLC593,580$16.97M0.0%-2.1%0.731%
8/27/2024Dana Investment Advisors Inc.195,231$5.58M0.2%-1.3%0.240%
8/16/2024Northwestern Mutual Wealth Management Co.1,644$47K0.0%+100.0%0.002%
8/16/2024Systematic Financial Management LP1,179,479$33.71M1.0%-3.5%1.452%
8/16/2024Algert Global LLC7,002$200K0.0%N/A0.009%
8/15/2024The Manufacturers Life Insurance Company40,374$1.15M0.0%+10.0%0.050%
8/14/2024Squarepoint Ops LLC45,083$1.29M0.0%+114.9%0.056%
8/14/2024Public Sector Pension Investment Board148,684$4.25M0.0%+6.8%0.183%
8/14/2024ProShare Advisors LLC10,451$299K0.0%-23.7%0.013%
8/14/2024Profund Advisors LLC7,156$205K0.0%N/A0.009%
8/13/2024Thrivent Financial for Lutherans116,138$3.32M0.0%-7.3%0.143%
8/13/2024Sei Investments Co.21,910$626K0.0%-17.2%0.027%
8/12/2024Hsbc Holdings PLC36,079$1.02M0.0%+282.6%0.044%
8/12/2024Amalgamated Bank20,659$590K0.0%-2.8%0.025%
$2 Trillion Disappears Because of Fed's Secretive New Move (Ad)

$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being carried out by the Fed that has nothing to do with lowering or raising interest rates... but could soon have an enormous impact on your wealth.

Click here to see his new research now.
8/9/2024Edgestream Partners L.P.76,155$2.18M0.1%-25.8%0.094%
8/9/2024Renaissance Technologies LLC139,530$3.99M0.0%+24.1%0.172%
8/9/2024Dimensional Fund Advisors LP5,636,608$161.09M0.0%-0.3%6.940%
8/9/2024WINTON GROUP Ltd56,557$1.62M0.1%N/A0.070%
8/8/2024Envestnet Asset Management Inc.125,241$3.58M0.0%+8.0%0.154%
8/8/2024William Blair Investment Management LLC934,892$26.72M0.1%-0.2%1.151%
8/8/2024Meeder Asset Management Inc.47,972$1.37M0.1%+618.6%0.059%
8/8/2024American Century Companies Inc.1,274,665$36.43M0.0%+31.6%1.569%
8/7/2024Texas Permanent School Fund Corp50,843$1.45M0.0%-14.5%0.062%
8/6/2024LSV Asset Management396,810$11.34M0.0%-33.1%0.487%
(Data available from 1/1/2016 forward)

WAFD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WAFD shares?

During the previous two years, 210 institutional investors and hedge funds held shares of WaFd. The most heavily invested institutionals were Vanguard Group Inc. ($229.41M), Dimensional Fund Advisors LP ($161.09M), State Street Corp ($138.35M), Geode Capital Management LLC ($61.32M), Fuller & Thaler Asset Management Inc. ($56.42M), Artisan Partners Limited Partnership ($56.07M), and Systematic Financial Management LP ($49.92M).Learn more on WAFD's institutional investors.

What percentage of WaFd stock is owned by institutional investors?

83.71% of WaFd stock is owned by institutional investors. Learn more on WAFD's institutional investor holdings.

Which institutional investors have been buying WaFd stock?

Of the 173 institutional investors that purchased WaFd stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Artisan Partners Limited Partnership ($1.88M), Assenagon Asset Management S.A. ($791.16K), American Century Companies Inc. ($590.44K), Norges Bank ($466.12K), Principal Financial Group Inc. ($343.83K), Moran Wealth Management LLC ($315.51K), and Hsbc Holdings PLC ($306.54K).

How much institutional buying is happening at WaFd?

Institutional investors have bought a total of 10,803,402 shares in the last 24 months. This purchase volume represents approximately $337.72M in transactions.

Which WaFd major shareholders have been selling company stock?

Of the 117 institutional investors that sold WaFd stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Hsbc Holdings PLC ($600.37K), Victory Capital Management Inc. ($471.75K), Assenagon Asset Management S.A. ($374.61K), Verition Fund Management LLC ($316.76K), Robeco Institutional Asset Management B.V. ($314.71K), Dimensional Fund Advisors LP ($295.20K), and LSV Asset Management ($271.04K).

How much institutional selling is happening at WaFd?

Institutional investors have sold a total of 5,752,266 shares in the last 24 months. This volume of shares sold represents approximately $169.27M in transactions.



This page (NASDAQ:WAFD) was last updated on 1/21/2025 by MarketBeat.com Staff
From Our Partners