WaFd Ownership | Who Owns WaFd?


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WaFd Ownership Summary


WaFd is owned by 62.46% institutional investors, 1.68% insiders, and 35.86% 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 6.28% of its assets in WaFd shares.

WAFD Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockWaFd62.46%1.68%35.86%
SectorFinancial Services Stocks 32.19%15.44%52.37%
IndustryRegional Banks Stocks31.54%12.70%55.76%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock10.92M15.57%$311.99M
Blackrock funding, inc. /de11.37M14.77%$364.22M
Vanguard group8.78M11.41%$281.19M
Dimensional fund advisors lp4.98M6.47%$159.51M
State street4.13M5.17%$125.02M
Fuller & thaler asset management3.37M4.37%$107.83M
American century companies2.08M2.60%$62.91M
Geode capital management1.94M2.52%$62.21M
Systematic financial management lp1.56M2.02%$49.88M
Ameriprise financial1.38M1.72%$41.65B

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Systematic financial management lp1.56M1.18%$49.88M
Davidson investment advisors312.40K0.42%$10.01M
Fuller & thaler asset management3.37M0.37%$107.83M
Bridgeway capital management482.81K0.31%$14.62M
Frontier capital management1.13M0.31%$34.29M
Pinnacle west asset management10.00K0.21%$320.00K
Talbot financial77.59K0.20%$2.49M
Oxford asset management llp17.48K0.19%$529.50K
Auxier asset management39.05K0.18%$1.12M
Lakeside advisors7.75K0.16%$248.22K

Top Buyers

HolderShares% AssetsChange
Blackrock10.92M0.01%444.06K
Norges bank202.82K0.00%202.82K
Goldman sachs group448.72K0.00%153.56K
Ameriprise financial1.38M0.01%145.65K
Bessemer group138.54K0.01%138.04K

Top Sellers

HolderShares% AssetsChange
Macquarie group---768.23K
Clearbridge investments---591.43K
Fuller & thaler asset management3.37M0.37%-316.18K
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
Wellington management group llp66.82K0.00%66.82K$2.02M
Tudor investment corp et al45.79K0.00%45.79K$1.39M
Federation des caisses desjardins du quebec44.32K0.01%44.32K$1.42M
Aquatic capital management27.32K0.02%27.32K$827.43K

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 %
Dec 31, 2025184-26.40%48,073,665-21.79%621.06%82-30.51%61-33.70%
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%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF4.76M6.28%201.19K
FullerThaler Behavioral Small-Cap Value2.93M3.86%-186.80K
Undiscovered Managers Behavioral Val L2.77M3.66%-192.00K
Vanguard US Total Market Shares ETF2.61M3.20%2.85K
Vanguard Total Stock Mkt Idx Inv2.40M3.17%66.50K
iShares Russell 2000 ETF1.95M2.57%418.54K
Avantis US Small Cap Value ETF1.81M2.39%-
Vanguard Small Cap Index1.74M2.29%-1.38K
Vanguard Small Cap Value Index Inv1.12M1.47%-8.33K
DFA US Small Cap Value I1.10M1.45%-

Recent Insider Transactions


DateNameRoleActivityValue
Feb 06, 2026Cooper Cathy E EVP & Chief Consumer BankerSell$178.98K
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

Insider Transactions Trends


DateBuySell
2026 Q1-1
2025 Q42-
2024 Q4--
2024 Q3--
2024 Q2-1

WAFD Ownership FAQ


Who Owns WaFd?

WaFd shareholders are primarily institutional investors at 62.46%, followed by 1.68% insiders and 35.86% retail investors. The average institutional ownership in WaFd's industry, Regional Banks Stocks, is 31.54%, 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 (11.37M shares, 14.77%), and Vanguard group (8.78M shares, 11.41%). Together, they hold 41.75% 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 1.18% of its assets in 1.56M WaFd shares, valued at 49.88M$.

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 6.28% of its total shares outstanding invested in 4.76M WaFd shares.

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