WAFD Institutional Ownership & Shareholders
WAFD INC (WAFD) is currently held by 276 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.38B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of WAFD tracked by InsiderSet, reporting ownership valued at approximately $413.41M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $327.00M, representing an estimated loss of -20.90% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed WAFD value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Dimensional Fund Advisors Lp, Vanguard Portfolio Management Llc, and several other long-term asset managers with concentrated positions in WAFD INC (WAFD).
This page ranks the largest institutional WAFD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
276
Total Reported Value
$2.38B
Largest Holder
Blackrock, Inc.
Largest Position
$413.41M
Insider Transactions (90d)
6
Latest Filing Quarter
Q2 2026
New Institutional Positions
54
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.01% | 10,774,309 | $413,410,236 | $327,000,278 | -$86,409,958 | -20.90% | |
| Dimensional Fund Advisors Lp | 0.03% | 4,964,442 | $190,484,434 | $150,670,815 | -$39,813,619 | -20.90% | |
| Vanguard Portfolio Management Llc | 0.01% | 4,755,020 | $182,450,117 | $144,314,857 | -$38,135,260 | -20.90% | |
| State Street Corp | 0.00% | 4,345,763 | $166,746,926 | $131,893,907 | -$34,853,019 | -20.90% | |
| Vanguard Capital Management Llc | 0.00% | 3,324,356 | $127,555,540 | $100,894,205 | -$26,661,335 | -20.90% | |
| Fuller & Thaler Asset Management, Inc. | 0.33% | 3,142,312 | $120,570,500 | $95,369,169 | -$25,201,331 | -20.90% | |
| Alliancebernstein L.P. | 0.04% | 3,807,514 | $119,555,940 | $115,558,050 | -$3,997,890 | -3.34% | |
| American Century Companies Inc | 0.04% | 2,416,568 | $92,723,714 | $73,342,839 | -$19,380,875 | -20.90% | |
| Geode Capital Management, Llc | 0.00% | 1,987,447 | $76,270,933 | $60,319,016 | -$15,951,917 | -20.91% | |
| Systematic Financial Management Lp | 1.19% | 1,558,139 | $59,785,824 | $47,289,519 | -$12,496,305 | -20.90% | |
| Ameriprise Financial Inc | 0.01% | 1,094,307 | $41,988,570 | $33,212,217 | -$8,776,353 | -20.90% | |
| Charles Schwab Investment Management Inc | 0.01% | 1,020,988 | $39,175,310 | $30,986,986 | -$8,188,324 | -20.90% | |
| Frontier Capital Management Co Llc | 0.34% | 951,677 | $36,515,846 | $28,883,397 | -$7,632,449 | -20.90% | |
| Bank Of America Corp | 0.00% | 903,179 | $34,654,968 | $27,411,483 | -$7,243,485 | -20.90% | |
| Northern Trust Corp | 0.00% | 831,630 | $31,909,644 | $25,239,971 | -$6,669,674 | -20.90% | |
| D. E. Shaw & Co., Inc. | 0.02% | 790,567 | $30,334,056 | $23,993,708 | -$6,340,348 | -20.90% | |
| Goldman Sachs Group Inc | 0.00% | 759,092 | $29,126,359 | $23,038,442 | -$6,087,917 | -20.90% | |
| Morgan Stanley | 0.00% | 736,410 | $28,256,072 | $22,350,044 | -$5,906,029 | -20.90% | |
| Wells Fargo & Company/Mn | 0.00% | 690,969 | $26,512,465 | $20,970,909 | -$5,541,556 | -20.90% | |
| Bank Of New York Mellon Corp | 0.00% | 690,349 | $26,488,702 | $20,952,092 | -$5,536,610 | -20.90% | |
| Two Sigma Investments, Lp | 0.02% | 566,391 | $21,732,423 | $17,189,967 | -$4,542,456 | -20.90% | |
| Millennium Management Llc | 0.01% | 556,257 | $21,343,581 | $16,882,400 | -$4,461,181 | -20.90% | |
| Bridgeway Capital Management, Llc | 0.36% | 538,077 | $20,646,014 | $16,330,637 | -$4,315,377 | -20.90% | |
| Hotchkis & Wiley Capital Management Llc | 0.06% | 533,521 | $20,471,201 | $16,192,362 | -$4,278,839 | -20.90% | |
| Victory Capital Management Inc | 0.01% | 521,358 | $20,004,507 | $15,823,215 | -$4,181,292 | -20.90% | |
| Vanguard Fiduciary Trust Co | 0.00% | 488,806 | $18,755,486 | $14,835,262 | -$3,920,224 | -20.90% | |
| Qube Research & Technologies Ltd | 0.02% | 460,195 | $17,657,682 | $13,966,918 | -$3,690,764 | -20.90% | |
| Metlife Investment Management, Llc | 0.08% | 441,753 | $16,950,063 | $13,407,204 | -$3,542,859 | -20.90% | |
| Principal Financial Group Inc | 0.01% | 537,162 | $16,077,260 | $16,302,867 | +$225,607 | +1.40% | |
| Invesco Ltd. | 0.00% | 400,242 | $15,357,286 | $12,147,345 | -$3,209,941 | -20.90% | |
| Lsv Asset Management | 0.02% | 357,200 | $13,706,000 | $10,841,020 | -$2,864,980 | -20.90% | |
| Empowered Funds, Llc | 0.07% | 348,477 | $13,371,062 | $10,576,277 | -$2,794,785 | -20.90% | |
| Congress Asset Management Co | 0.07% | 338,027 | $10,117,148 | $10,259,119 | +$141,971 | +1.40% | |
| Public Sector Pension Investment Board | 0.03% | 253,855 | $9,740,416 | $7,704,499 | -$2,035,917 | -20.90% | |
| Nuveen, Llc | 0.00% | 226,818 | $8,703,008 | $6,883,926 | -$1,819,082 | -20.90% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 220,498 | $8,460,508 | $6,692,114 | -$1,768,394 | -20.90% | |
| Proshare Advisors Llc | 0.01% | 278,026 | $8,321,318 | $8,438,089 | +$116,771 | +1.40% | |
| Davidson Investment Advisors | 0.35% | 277,398 | $8,302,508 | $8,419,029 | +$116,521 | +1.40% | |
| Ubs Group Ag | 0.00% | 211,299 | $8,107,543 | $6,412,925 | -$1,694,618 | -20.90% | |
| Baird Financial Group, Inc. | 0.01% | 199,414 | $7,651,515 | $6,052,215 | -$1,599,300 | -20.90% | |
| Rhumbline Advisers | 0.01% | 194,502 | $7,463,021 | $5,903,136 | -$1,559,885 | -20.90% | |
| Bessemer Group Inc | 0.01% | 191,194 | $7,337,000 | $5,802,738 | -$1,534,262 | -20.91% | |
| Interval Partners, Lp | 0.23% | 185,013 | $7,098,949 | $5,615,145 | -$1,483,804 | -20.90% | |
| Aqr Capital Management Llc | 0.00% | 179,778 | $6,846,860 | $5,456,262 | -$1,390,598 | -20.31% | |
| Legal & General Group Plc | 0.00% | 171,005 | $6,561,463 | $5,190,002 | -$1,371,461 | -20.90% | |
| First Trust Advisors Lp | 0.00% | 164,599 | $6,315,663 | $4,995,580 | -$1,320,083 | -20.90% | |
| Dana Investment Advisors, Inc. | 0.15% | 154,157 | $5,915,004 | $4,678,665 | -$1,236,339 | -20.90% | |
| Swiss National Bank | 0.00% | 152,226 | $5,840,912 | $4,620,059 | -$1,220,853 | -20.90% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 171,765 | $5,393,421 | $5,213,068 | -$180,353 | -3.34% | |
| Envestnet Asset Management Inc | 0.00% | 135,165 | $5,186,279 | $4,102,258 | -$1,084,021 | -20.90% |
Frequently asked questions about WAFD
Who are the largest institutional holders of WAFD?
The largest institutional holders of WAFD reported in the latest SEC Form 13F filings include Blackrock, Inc., Dimensional Fund Advisors Lp, Vanguard Portfolio Management Llc, State Street Corp, and Vanguard Capital Management Llc. InsiderSet ranks institutional holders by their latest reported WAFD position.
What is WAFD institutional ownership?
This page tracks WAFD positions reported by institutional investment managers through SEC Form 13F. WAFD INC (WAFD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own WAFD?
InsiderSet currently tracks 276 institutional managers reporting WAFD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of WAFD shareholders.
How much WAFD stock do institutions own?
Institutional investment managers disclosed approximately $2.38B in WAFD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was WAFD institutional ownership last updated?
The latest WAFD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional WAFD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its WAFD position after the reporting date.
Are institutions buying or selling WAFD?
Institutional buying and selling can be analyzed by comparing WAFD positions across consecutive 13F reporting periods. InsiderSet's WAFD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WAFD ownership changes.
How has WAFD institutional ownership changed over time?
InsiderSet tracks WAFD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.