WaFd Ownership | Who Owns WaFd?


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WaFd Ownership Summary


WaFd is owned by 76.55% institutional investors, 1.69% insiders, and 21.76% retail investors. Blackrock is the largest institutional shareholder, holding 15.57% of WAFD shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.11% of its assets in WaFd shares.

WAFD Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockWaFd76.55%1.69%21.76%
SectorFinancial Services Stocks 36.95%15.48%47.58%
IndustryRegional Banks Stocks38.26%12.54%49.20%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock10.92M15.57%$311.99M
Blackrock funding, inc. /de11.23M14.06%$340.30M
Vanguard group9.05M11.33%$274.18M
Dimensional fund advisors lp4.95M6.20%$150.06M
State street4.13M5.17%$125.02M
Fuller & thaler asset management3.68M4.61%$111.54M
American century companies2.08M2.60%$62.91M
Geode capital management1.96M2.45%$59.29M
Systematic financial management lp1.55M1.94%$46.93M
Ameriprise financial1.38M1.72%$41.65B

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Systematic financial management lp1.55M1.14%$46.93M
Davidson investment advisors309.14K0.40%$9.36M
Fuller & thaler asset management3.68M0.38%$111.54M
Bridgeway capital management482.81K0.31%$14.62M
Frontier capital management1.13M0.31%$34.29M
Talbot financial77.59K0.20%$2.35M
Pinnacle west asset management10.00K0.20%$303.00K
Oxford asset management llp17.48K0.19%$529.50K
Auxier asset management39.05K0.18%$1.12M
Lakeside advisors8.54K0.16%$258.68K

Top Buyers

HolderShares% AssetsChange
Blackrock10.92M0.01%444.06K
Norges bank202.82K0.00%202.82K
Ameriprise financial1.38M0.01%145.65K
William blair investment management1.10M0.09%137.53K
Bank of america corp /de/667.50K0.00%130.46K

Top Sellers

HolderShares% AssetsChange
Macquarie group---768.23K
Clearbridge investments---591.43K
Blackrock funding, inc. /de11.23M0.01%-323.00K
Nuveen asset management252.49K0.00%-310.80K
Wells fargo & company/mn1.16M0.01%-300.87K

New Positions

HolderShares% AssetsChangeValue
Norges bank202.82K0.00%202.82K$6.54M
O'shaughnessy asset management105.25K0.02%105.25K$3.19M
State of new jersey common pension fund d69.88K0.01%69.88K$2.12M
Wellington management group llp66.82K0.00%66.82K$2.02M
Tudor investment corp et al45.79K0.00%45.79K$1.39M

Sold Out

HolderChange
Cullen/frost bankers-1.00
Mendota financial group-4.00
Tfo-tdc-5.00
Claris advisors, llc / mo /-5.00
Van hulzen asset management-5.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 2025238-2.06%61,155,195-1.78%761.26%1142.70%88-2.22%
Jun 30, 20252482.06%63,455,569-2.24%791.24%115-1.71%9119.74%
Mar 31, 20253-98.80%1,219,798-98.11%10.02%2-98.32%1-98.80%
Dec 31, 2024227-7.35%59,441,229-6.52%801.09%108-17.56%7611.76%
Sep 30, 20242413.88%63,569,1662.32%851.47%13017.12%68-1.45%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF4.81M6.11%-
FullerThaler Behavioral Small-Cap Value3.25M4.12%-1.65K
Undiscovered Managers Behavioral Val L3.11M3.95%-6.41K
Vanguard Total Stock Mkt Idx Inv2.54M3.23%-86.86K
Vanguard US Total Market Shares ETF2.61M3.20%2.85K
Vanguard Small Cap Index1.95M2.47%-8.07K
iShares Russell 2000 ETF1.93M2.45%-
Avantis US Small Cap Value ETF1.68M2.13%-
Vanguard Small Cap Value Index Inv1.25M1.59%3.83K
DFA US Small Cap Value I1.11M1.41%-10.48K

Recent Insider Transactions


DateNameRoleActivityValue
Dec 03, 2025BEARDALL BRENT J President & CEOBuy$50.55K
Nov 26, 2025BEARDALL BRENT J President & CEOBuy$49.65K
Sep 17, 2025Singleton Sean-Sell$31.84K
Nov 04, 2024Mauer Ryan EVP & Chief Credit OfficerSell$404.36K
Nov 04, 2024Cooper Cathy E EVP & Chief Consumer BankerSell$243.94K

Insider Transactions Trends


DateBuySell
2025 Q42-
2024 Q4--
2024 Q3--
2024 Q2-1
2024 Q1--

WAFD Ownership FAQ


Who Owns WaFd?

WaFd shareholders are primarily institutional investors at 76.55%, followed by 1.69% insiders and 21.76% retail investors. The average institutional ownership in WaFd's industry, Regional Banks Stocks, is 38.26%, which WaFd exceeds.

Who owns the most shares of WaFd?

WaFd’s largest shareholders are Blackrock (10.92M shares, 15.57%), Blackrock funding, inc. /de (11.23M shares, 14.06%), and Vanguard group (9.05M shares, 11.33%). Together, they hold 40.96% of WaFd’s total shares outstanding.

Does Blackrock own WaFd?

Yes, BlackRock owns 15.57% of WaFd, totaling 10.92M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 311.99M$. In the last quarter, BlackRock increased its holdings by 444.06K shares, a 4.24% change.

Who is WaFd’s biggest shareholder by percentage of total assets invested?

Systematic financial management lp is WaFd’s biggest shareholder by percentage of total assets invested, with 1.14% of its assets in 1.55M WaFd shares, valued at 46.93M$.

Who is the top mutual fund holder of WaFd shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of WaFd shares, with 6.11% of its total shares outstanding invested in 4.81M WaFd shares.

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