WaFd (WAFD) Institutional Ownership

$30.04
+0.25 (+0.84%)
(As of 05/17/2024 ET)

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

Current
Institutional Ownership
Percentage
83.71%
Number of
Institutional Buyers
(last 12 months)
85
Total
Institutional Inflows
(last 12 months)
$108.92M
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$80.94M
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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
5/17/2024 Comerica Bank54,377$1.58M0.0%+3.2%0.067%
5/17/2024 Tidal Investments LLC22,505$653K0.0%N/A0.028%
5/16/2024 California State Teachers Retirement System69,092$2.01M0.0%+1.2%0.085%
5/16/2024 Janus Henderson Group PLC30,318$880K0.0%+8.0%0.037%
5/16/2024 Kennedy Capital Management LLC207,877$6.04M0.1%-7.7%0.255%
5/16/2024 Caxton Associates LP9,951$289K0.0%-71.9%0.012%
5/15/2024 Price T Rowe Associates Inc. MD40,018$1.16M0.0%+9.1%0.049%
5/14/2024 MQS Management LLC8,332$242K0.1%N/A0.010%
5/14/2024 CANADA LIFE ASSURANCE Co71,793$2.08M0.0%+14.3%0.088%
5/14/2024 American International Group Inc.36,637$1.06M0.0%+4.4%0.045%
5/13/2024 Clearbridge Investments LLC606,140$17.60M0.0%+2.2%0.744%
5/13/2024 Ameritas Investment Partners Inc.6,887$200K0.0%+5.7%0.008%
5/11/2024 Covestor Ltd2,036$59K0.0%-71.1%0.003%
5/11/2024 Edgestream Partners L.P.102,577$2.98M0.1%+353.2%0.126%
5/10/2024 Vanguard Group Inc.7,902,461$229.41M0.0%+1.6%12.207%
5/9/2024 Dorsey & Whitney Trust CO LLC24,457$710K0.0%-11.1%0.038%
5/9/2024 Orion Portfolio Solutions LLC37,864$1.10M0.0%-1.3%0.058%
5/9/2024 Foundry Partners LLC261,656$7.60M0.4%+113.8%0.404%
5/9/2024 State Board of Administration of Florida Retirement System30,426$916K0.0%+62.6%0.047%
5/8/2024 ProShare Advisors LLC13,693$398K0.0%+13.1%0.021%
5/8/2024 Russell Investments Group Ltd.8,259$240K0.0%+17,472.3%0.013%
5/7/2024 Meeder Asset Management Inc.6,676$194K0.0%N/A0.010%
5/7/2024 Sei Investments Co.26,467$768K0.0%+29.1%0.041%
5/7/2024 Swiss National Bank137,626$4.00M0.0%+7.9%0.213%
5/7/2024 Illinois Municipal Retirement Fund37,675$1.09M0.0%+9.6%0.058%
5/7/2024 Oppenheimer & Co. Inc.9,240$268K0.0%N/A0.014%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management13,735$399K0.0%+55.8%0.021%
5/7/2024 SG Americas Securities LLC8,152$237K0.0%N/A0.013%
5/7/2024 Empowered Funds LLC254,279$7.38M0.1%+43.1%0.393%
5/6/2024 LSV Asset Management593,172$17.22M0.0%-7.6%0.916%
5/6/2024 Envestnet Portfolio Solutions Inc.11,390$331K0.0%N/A0.018%
5/6/2024 Texas Permanent School Fund Corp59,451$1.73M0.0%+6.4%0.092%
5/2/2024 Mutual of America Capital Management LLC11,703$340K0.0%+3.3%0.018%
5/1/2024 BNP Paribas Financial Markets34,046$988K0.0%+94.4%0.053%
5/1/2024 Mirae Asset Global Investments Co. Ltd.28,246$857K0.0%-4.2%0.044%
4/30/2024Commonwealth Equity Services LLC24,596$714K0.0%+1.6%0.038%
4/29/2024 Principal Financial Group Inc.352,658$10.24M0.0%-6.3%0.545%
4/25/2024 New York State Teachers Retirement System127,464$3.70M0.0%-1.3%0.197%
4/23/2024 Louisiana State Employees Retirement System33,600$975K0.0%+3.7%0.052%
4/20/2024 Maryland State Retirement & Pension System24,688$660K0.0%+4.9%0.038%
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4/19/2024 State of Alaska Department of Revenue41,382$1.20M0.0%+3.9%0.064%
4/18/2024 Talbot Financial LLC74,298$2.16M0.3%+4.3%0.115%
4/17/2024 Hennion & Walsh Asset Management Inc.14,194$412K0.0%+15.7%0.022%
4/16/2024 Hennessy Advisors Inc.101,000$2.93M0.1%+1.0%0.156%
4/11/2024 Cooper Financial Group9,586$278K0.0%N/A0.015%
4/11/2024 Congress Asset Management Co. MA223,770$6.50M0.0%+1.2%0.346%
4/5/2024 CWM LLC31,953$928K0.0%-5.1%0.049%
3/22/2024 PNC Financial Services Group Inc.12,054$397K0.0%+5.8%0.019%
3/14/2024 Hennessy Advisors Inc.100,000$3.30M0.2%N/A0.154%
3/11/2024 Vanguard Group Inc.7,777,441$256.34M0.0%-0.9%12.013%
3/4/2024 Congress Asset Management Co. MA221,082$7.29M0.1%-3.2%0.341%
2/15/2024 Comerica Bank52,683$1.74M0.0%+10.6%0.081%
2/14/2024 Frontier Capital Management Co. LLC926,462$30.54M0.3%-1.6%1.431%
2/14/2024 Dean Capital Management32,626$1.08M0.7%-3.8%0.050%
2/13/2024 Rafferty Asset Management LLC87,974$2.90M0.0%+25.9%0.136%
2/12/2024 Allianz Asset Management GmbH49,122$1.62M0.0%-25.4%0.076%
2/12/2024 Artisan Partners Limited Partnership1,701,042$56.07M0.1%-0.6%2.627%
2/12/2024 Hsbc Holdings PLC279,892$9.27M0.0%N/A0.432%
2/9/2024 Orion Portfolio Solutions LLC38,355$1.21M0.0%-8.4%0.059%
2/9/2024 D.A. Davidson & CO.41,545$1.37M0.0%-0.9%0.064%
2/9/2024 Clearbridge Investments LLC593,230$19.55M0.0%+0.7%0.916%
2/9/2024 PNC Financial Services Group Inc.12,054$397K0.0%+5.8%0.019%
2/9/2024 Norges Bank466,123$15.36M0.0%N/A0.720%
2/8/2024 Panagora Asset Management Inc.144,302$4.76M0.0%-0.9%0.223%
2/8/2024 Inceptionr LLC8,200$270K0.2%N/A0.013%
2/7/2024 Principal Financial Group Inc.376,334$12.40M0.0%-0.5%0.581%
2/7/2024 Dimensional Fund Advisors LP5,261,777$173.43M0.1%+2.4%8.128%
2/7/2024 BNP Paribas Financial Markets17,512$577K0.0%-40.2%0.027%
2/7/2024 Teacher Retirement System of Texas10,384$342K0.0%-51.8%0.016%
2/6/2024 Charles Schwab Investment Management Inc.1,030,035$33.95M0.0%+7.7%1.591%
2/6/2024 LSV Asset Management641,672$21.15M0.0%-0.4%0.991%
2/6/2024 M&T Bank Corp7,899$260K0.0%N/A0.012%
2/6/2024 Amalgamated Bank23,890$787K0.0%-5.2%0.037%
2/6/2024 Natixis Advisors L.P.14,732$485K0.0%+17.3%0.023%
2/6/2024 Swiss National Bank127,500$4.20M0.0%-11.8%0.197%
2/5/2024 Victory Capital Management Inc.24,662$813K0.0%-4.6%0.038%
2/1/2024 New York State Common Retirement Fund26,274$866K0.0%-2.1%0.041%
2/1/2024 Illinois Municipal Retirement Fund34,372$1.13M0.0%-10.5%0.054%
2/1/2024 Foundry Partners LLC122,412$4.04M0.2%N/A0.191%
2/1/2024 Handelsbanken Fonder AB15,474$510K0.0%-18.0%0.024%
2/1/2024 CWM LLC33,687$1.11M0.0%-7.4%0.052%
1/31/2024 Knights of Columbus Asset Advisors LLC175,039$5.77M0.4%+94.6%0.273%
1/30/2024 Zurcher Kantonalbank Zurich Cantonalbank14,730$486K0.0%+26.8%0.023%
1/30/2024 Cornercap Investment Counsel Inc.34,008$1.12M0.2%-2.5%0.053%
1/29/2024 Louisiana State Employees Retirement System32,400$1.07M0.0%N/A0.050%
1/29/2024Smith Graham & Co. Investment Advisors LP216,877$7.15M0.8%-0.6%0.338%
1/26/2024 Sequoia Financial Advisors LLC7,666$253K0.0%N/A0.012%
1/24/2024 Mirae Asset Global Investments Co. Ltd.29,496$972K0.0%+4.4%0.046%
1/24/2024 DekaBank Deutsche Girozentrale6,017$201K0.0%N/A0.009%
1/24/2024 New York State Teachers Retirement System129,164$4.26M0.0%-3.5%0.201%
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1/24/2024 Arizona State Retirement System18,095$596K0.0%-3.4%0.028%
1/19/2024 State of Alaska Department of Revenue39,827$1.31M0.0%-1.2%0.062%
1/17/2024 IFG Advisory LLC21,330$703K0.1%-1.9%0.033%
1/8/2024 Diversified Trust Co6,704$221K0.0%N/A0.010%
12/18/2023 Vanguard Group Inc.7,851,922$201.17M0.0%-1.7%12.236%
11/30/2023 American Century Companies Inc.699,766$17.93M0.0%+12.6%1.090%
11/22/2023 Public Sector Pension Investment Board80,005$2.05M0.0%-31.5%0.125%
11/15/2023 Kennedy Capital Management LLC173,562$4.45M0.1%-0.8%0.268%
11/15/2023 Alps Advisors Inc.12,874$330K0.0%+28.5%0.020%
11/14/2023 Caxton Associates LP60,133$1.54M0.2%+99.3%0.093%
(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 BlackRock Inc. ($233.34M), Vanguard Group Inc. ($229.41M), Dimensional Fund Advisors LP ($173.43M), Fuller & Thaler Asset Management Inc. ($56.42M), Artisan Partners Limited Partnership ($56.07M), Systematic Financial Management LP ($39.53M), and Charles Schwab Investment Management Inc. ($33.95M).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 178 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), LSV Asset Management ($667.85K), Verition Fund Management LLC ($529.24K), Norges Bank ($466.12K), Robeco Institutional Asset Management B.V. ($365.89K), Moran Wealth Management LLC ($315.51K), and American Century Companies Inc. ($284.50K).

How much institutional buying is happening at WaFd?

Institutional investors have bought a total of 11,078,893 shares in the last 24 months. This purchase volume represents approximately $338.22M in transactions.

Which WaFd major shareholders have been selling company stock?

Of the 120 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 ($619.29K), Lazard Asset Management LLC ($563.13K), Victory Capital Management Inc. ($425.67K), Verition Fund Management LLC ($316.76K), Robeco Institutional Asset Management B.V. ($314.71K), Dimensional Fund Advisors LP ($279.43K), and Frontier Capital Management Co. LLC ($257.70K).

How much institutional selling is happening at WaFd?

Institutional investors have sold a total of 6,130,150 shares in the last 24 months. This volume of shares sold represents approximately $177.43M in transactions.


This page (NASDAQ:WAFD) was last updated on 5/19/2024 by MarketBeat.com Staff

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