DaveManuel.com · Institutional Ownership · Who Owns It
WAFD INC (WAFD)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
289
Reporting holders
$2.4B
Reported value
85.3%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+32
Holder change
Institutions report 63,114,900 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.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | +28.6%+$9.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $39.2M | 1,020,988 | 0.01% | 31q | -3.6%-$1.4M |
| 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 | -9.6%-$2.8M |
| 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 |
| 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 |
| LSV ASSET MANAGEMENT | $13.7M | 357,200 | 0.02% | 16q | +19.5%+$2.2M |
| 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 |
| Public Sector Pension Investment Board | $9.7M | 253,855 | 0.03% | 14q | -6.5%-$672.5K |
| 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 |
| BESSEMER GROUP INC | $7.3M | 191,194 | 0.01% | 11q | HELD |
| 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 |
| 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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $3.7M | 96,055 | 0.00% | 31q | +14.9%+$478.9K |
| HENNESSY ADVISORS INC | $3.7M | 96,000 | 0.12% | 11q | -12.7%-$537.2K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3.4M | 88,863 | 0.00% | 31q | -2.9%-$101.3K |
| 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 |
| Corient Private Wealth LP | $2.6M | 68,899 | 0.00% | 15q | +26.3%+$549.7K |
| CANADA LIFE ASSURANCE Co | $2.4M | 63,381 | 0.00% | 27q | -5.9%-$153.3K |
| SEI INVESTMENTS CO | $2.3M | 59,355 | 0.00% | 31q | -65.6%-$4.3M |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $2.3M | 59,023 | 0.00% | 31q | -7.0%-$171.6K |
| 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 |
| Thrivent Financial for Lutherans | $1.9M | 48,520 | 0.00% | 31q | -4.2%-$81.2K |
| 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 |
| Louisiana State Employees Retirement System | $1.2M | 32,400 | 0.02% | 31q | -3.6%-$46.0K |
| 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 |
Showing the largest 100 of 289 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-08 | 2026-09-06 | Directors or officers departed or appointed Material agreement entered | filing |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 60 | $44.2M | 1,477,914 | 8 | 18 | 14 | 0.0% |
| Q2 2026 | 289 | $2.4B | 63,114,900 | 58 | 95 | 80 | 0.0% |
| Q1 2026 | 257 | $1.9B | 61,766,398 | 30 | 83 | 92 | 0.0% |
| Q4 2025 | 258 | $2.1B | 65,525,253 | 28 | 84 | 86 | 0.0% |
| Q3 2025 | 253 | $1.9B | 61,636,921 | 27 | 84 | 89 | 0.0% |
| Q2 2025 | 255 | $1.9B | 63,593,184 | 36 | 73 | 91 | 0.0% |
| Q1 2025 | 243 | $1.9B | 65,109,645 | 26 | 81 | 74 | 0.0% |
| Q4 2024 | 249 | $2.1B | 64,797,811 | 20 | 81 | 79 | 0.0% |
| Q3 2024 | 246 | $2.2B | 64,096,712 | 36 | 88 | 69 | 0.1% |
| Q2 2024 | 229 | $1.8B | 62,308,109 | 23 | 78 | 64 | 0.1% |
| Q1 2024 | 229 | $1.7B | 58,572,361 | 38 | 91 | 59 | 0.1% |
| Q4 2023 | 212 | $1.8B | 55,074,236 | 22 | 59 | 79 | 0.1% |
| Q3 2023 | 213 | $1.4B | 54,441,828 | 15 | 60 | 84 | 0.1% |
| Q2 2023 | 217 | $1.5B | 56,403,148 | 21 | 48 | 96 | 0.0% |
| Q1 2023 | 247 | $1.7B | 58,053,946 | 28 | 88 | 89 | 0.1% |
| Q4 2022 | 254 | $1.8B | 53,847,571 | 38 | 79 | 84 | 0.1% |
| Q3 2022 | 222 | $1.9B | 62,753,435 | 19 | 60 | 76 | 0.0% |
| Q2 2022 | 227 | $1.9B | 63,279,840 | 15 | 79 | 82 | 0.0% |
| Q1 2022 | 240 | $2.0B | 60,909,440 | 25 | 81 | 82 | 0.0% |
| Q4 2021 | 234 | $2.7B | 80,220,912 | 32 | 59 | 84 | 0.0% |
| Q3 2021 | 220 | $3.0B | 86,749,840 | 27 | 57 | 78 | 0.0% |
| Q2 2021 | 206 | $4.1B | 128,505,138 | 14 | 59 | 91 | 0.0% |
| Q1 2021 | 215 | $3.9B | 126,871,953 | 33 | 62 | 72 | 0.0% |
| Q4 2020 | 205 | $3.2B | 124,338,081 | 25 | 62 | 69 | 0.0% |
| Q3 2020 | 194 | $2.2B | 105,163,411 | 19 | 47 | 82 | 0.0% |
| Q2 2020 | 204 | $2.8B | 105,350,499 | 17 | 67 | 73 | 0.0% |
| Q1 2020 | 221 | $4.9B | 189,157,688 | 27 | 64 | 76 | 0.0% |
| Q4 2019 | 236 | $4.3B | 118,191,779 | 22 | 67 | 88 | 0.1% |
| Q3 2019 | 232 | $4.4B | 118,315,097 | 32 | 54 | 84 | 0.1% |
| Q2 2019 | 213 | $4.2B | 120,694,935 | 18 | 54 | 82 | 0.1% |
| Q1 2019 | 221 | $3.5B | 121,576,868 | 22 | 60 | 72 | 0.0% |
| Q4 2018 | 218 | $3.4B | 125,615,666 | 5 | 2 | 5 | 0.0% |