WaFd (WAFD) Institutional Ownership

$27.92
-0.47 (-1.66%)
(As of 04/25/2024 ET)

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

Current
Institutional Ownership
Percentage
83.71%
Number of
Institutional Buyers
(last 12 months)
91
Total
Institutional Inflows
(last 12 months)
$139.61M
Number of
Institutional Sellers
(last 12 months)
77
Total
Institutional Outflows
(last 12 months)
$90.38M
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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
4/25/2024New 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%
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%
3/22/2024PNC 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%
3/11/2024Vanguard 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%
2/15/2024Comerica Bank52,683$1.74M0.0%+10.6%0.081%
2/14/2024Frontier Capital Management Co. LLC926,462$30.54M0.3%-1.6%1.431%
2/14/2024Dean Capital Management32,626$1.08M0.7%-3.8%0.050%
2/13/2024Rafferty Asset Management LLC87,974$2.90M0.0%+25.9%0.136%
2/12/2024Allianz Asset Management GmbH49,122$1.62M0.0%-25.4%0.076%
2/12/2024Artisan Partners Limited Partnership1,701,042$56.07M0.1%-0.6%2.627%
2/12/2024Hsbc Holdings PLC279,892$9.27M0.0%N/A0.432%
2/9/2024Orion Portfolio Solutions LLC38,355$1.21M0.0%-8.4%0.059%
2/9/2024D.A. Davidson & CO.41,545$1.37M0.0%-0.9%0.064%
2/9/2024Clearbridge Investments LLC593,230$19.55M0.0%+0.7%0.916%
2/9/2024PNC Financial Services Group Inc.12,054$397K0.0%+5.8%0.019%
2/9/2024Norges Bank466,123$15.36M0.0%N/A0.720%
2/8/2024Panagora Asset Management Inc.144,302$4.76M0.0%-0.9%0.223%
2/8/2024Inceptionr LLC8,200$270K0.2%N/A0.013%
2/7/2024Principal Financial Group Inc.376,334$12.40M0.0%-0.5%0.581%
2/7/2024Dimensional Fund Advisors LP5,261,777$173.43M0.1%+2.4%8.128%
2/7/2024BNP Paribas Financial Markets17,512$577K0.0%-40.2%0.027%
2/7/2024Teacher Retirement System of Texas10,384$342K0.0%-51.8%0.016%
2/6/2024Charles Schwab Investment Management Inc.1,030,035$33.95M0.0%+7.7%1.591%
2/6/2024LSV Asset Management641,672$21.15M0.0%-0.4%0.991%
2/6/2024M&T Bank Corp7,899$260K0.0%N/A0.012%
2/6/2024 Amalgamated Bank23,890$787K0.0%-5.2%0.037%
2/6/2024Natixis Advisors L.P.14,732$485K0.0%+17.3%0.023%
2/6/2024Swiss National Bank127,500$4.20M0.0%-11.8%0.197%
2/5/2024Victory Capital Management Inc.24,662$813K0.0%-4.6%0.038%
2/1/2024New York State Common Retirement Fund26,274$866K0.0%-2.1%0.041%
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2/1/2024Illinois Municipal Retirement Fund34,372$1.13M0.0%-10.5%0.054%
2/1/2024Foundry Partners LLC122,412$4.04M0.2%N/A0.191%
2/1/2024Handelsbanken Fonder AB15,474$510K0.0%-18.0%0.024%
2/1/2024 CWM LLC33,687$1.11M0.0%-7.4%0.052%
1/31/2024Knights of Columbus Asset Advisors LLC175,039$5.77M0.4%+94.6%0.273%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank 14,730$486K0.0%+26.8%0.023%
1/30/2024Cornercap 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%
1/26/2024Sequoia Financial Advisors LLC7,666$253K0.0%N/A0.012%
1/24/2024Mirae 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%
1/24/2024New York State Teachers Retirement System129,164$4.26M0.0%-3.5%0.201%
1/24/2024Arizona 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%
1/17/2024IFG Advisory LLC21,330$703K0.1%-1.9%0.033%
1/8/2024 Diversified Trust Co6,704$221K0.0%N/A0.010%
12/18/2023Vanguard Group Inc.7,851,922$201.17M0.0%-1.7%12.236%
11/30/2023American Century Companies Inc.699,766$17.93M0.0%+12.6%1.090%
11/22/2023Public Sector Pension Investment Board80,005$2.05M0.0%-31.5%0.125%
11/15/2023Kennedy Capital Management LLC173,562$4.45M0.1%-0.8%0.268%
11/15/2023Alps Advisors Inc.12,874$330K0.0%+28.5%0.020%
11/14/2023Caxton Associates LP60,133$1.54M0.2%+99.3%0.093%
11/14/2023Teza Capital Management LLC8,903$228K0.0%N/A0.014%
11/13/2023Natixis Advisors L.P.12,555$322K0.0%N/A0.019%
11/13/2023Covestor Ltd7,489$192K0.1%+22.6%0.012%
11/13/2023Northern Trust Corp884,738$22.67M0.0%-0.2%1.367%
11/13/2023Fuller & Thaler Asset Management Inc.2,201,972$56.42M0.3%+9.6%3.402%
11/13/2023Brandywine Global Investment Management LLC270,363$6.93M0.1%-2.3%0.418%
11/13/2023Invesco Ltd.263,714$6.76M0.0%-32.6%0.407%
11/13/2023WINTON GROUP Ltd14,575$373K0.0%-20.0%0.023%
11/13/2023FMR LLC120,314$3.08M0.0%+2.0%0.186%
11/13/2023Rafferty Asset Management LLC69,876$1.79M0.0%-47.8%0.108%
11/13/2023PNC Financial Services Group Inc.11,393$292K0.0%-3.8%0.018%
11/9/2023William Blair Investment Management LLC955,543$24.48M0.1%-7.2%1.476%
11/9/2023Rhumbline Advisers205,319$5.26M0.0%-1.0%0.317%
11/9/2023EMC Capital Management4,184$107K0.1%+90.2%0.006%
11/9/2023Deutsche Bank AG31,367$804K0.0%+13.3%0.048%
11/9/2023Citigroup Inc.77,900$2.00M0.0%-45.0%0.120%
11/9/2023Headlands Technologies LLC1,356$35K0.0%N/A0.002%
11/9/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS43,275$1.11M0.0%-41.8%0.067%
11/9/2023Texas Permanent School Fund Corp54,950$1.41M0.0%-1.3%0.085%
11/9/2023Mutual of America Capital Management LLC11,345$291K0.0%-11.7%0.018%
11/9/2023UBS Group AG101,718$2.61M0.0%-16.8%0.157%
11/9/2023Artisan Partners Limited Partnership1,711,042$43.84M0.1%-4.0%2.643%
11/8/2023State Board of Administration of Florida Retirement System18,712$479K0.0%-15.0%0.029%
11/8/2023Charles Schwab Investment Management Inc.956,690$24.51M0.0%+4.6%1.478%
11/8/2023Swiss National Bank144,600$3.71M0.0%+1.0%0.223%
11/8/2023 Amalgamated Bank25,211$646K0.0%-4.4%0.039%
11/8/2023J.P. Morgan Private Wealth Advisors LLC14,114$362K0.0%-10.4%0.022%
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11/8/2023New York Life Investment Management LLC11,821$303K0.0%-13.6%0.018%
11/7/2023Smith Graham & Co. Investment Advisors LP218,144$5.59M0.7%-0.9%0.337%
11/7/2023Barclays PLC126,303$3.24M0.0%-22.1%0.195%
11/6/2023Illinois Municipal Retirement Fund38,412$984K0.0%N/A0.059%
11/6/2023Victory Capital Management Inc.25,853$662K0.0%+2.9%0.040%
11/4/2023LSV Asset Management644,572$16.51M0.0%-1.3%0.996%
11/3/2023Empirical Financial Services LLC d.b.a. Empirical Wealth Management8,817$226K0.0%N/A0.014%
11/2/2023Principal Financial Group Inc.378,042$9.69M0.0%-3.6%0.584%
11/2/2023Coldstream Capital Management Inc.24,534$629K0.0%-64.7%0.038%
11/1/2023Knights of Columbus Asset Advisors LLC89,966$2.31M0.2%+20.7%0.139%
(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, 212 institutional investors and hedge funds held shares of WaFd. The most heavily invested institutionals were Vanguard Group Inc. ($256.34M), BlackRock Inc. ($233.34M), 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 175 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), William Blair Investment Management LLC ($1.11M), LSV Asset Management ($667.85K), Robeco Institutional Asset Management B.V. ($574.57K), Verition Fund Management LLC ($529.24K), Norges Bank ($466.12K), and Victory Capital Management Inc. ($386.65K).

How much institutional buying is happening at WaFd?

Institutional investors have bought a total of 12,749,917 shares in the last 24 months. This purchase volume represents approximately $395.28M in transactions.

Which WaFd major shareholders have been selling company stock?

Of the 126 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 6,549,381 shares in the last 24 months. This volume of shares sold represents approximately $191.66M in transactions.


This page (NASDAQ:WAFD) was last updated on 4/26/2024 by MarketBeat.com Staff

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