Wafd Institutional Ownership

NASDAQ WAFD

$28.35 -0.27 (-0.94%)

At close: Oct 21, 2026 · 4:00 PM EDT

Institutions by Trading Activity

290 Institutions

Increased 163 56.2%

Unchanged 39 13.4%

Reduced 88 30.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

85.34%

▲+3.54 pp QoQ

Shares Held by Institutions

63.11Mn

of 73.95Mn outstanding

▲+2.20% QoQ

Shares Outstanding

73.95Mn

10.84Mn held outside 13F filers

Institutional Investors

290

filed 13F for Jun 2026

▲+34 vs prior quarter

Net Shares Added (QoQ)

+1.36Mn

accumulated since last quarter

Value of Holdings

$1.81Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Updated Oct 11, 2026

Wafd Inc (NASDAQ:WAFD) was held by 290 institutional investors that filed 13F reports for the quarter ended June 30, 2026.

Their combined stake equaled 85.34% of outstanding shares in Q2 2026, up from 81.80% in Q1 2026.
Total shares held in WAFD rose 2.20% from Q1 2026; the number of holders rose 14.62% from Q2 2025.
Looking at the 290 holders of WAFD individually, 163 added to their positions, 88 reduced their stakes and 39 left their positions unchanged.
Institutional investors held 63.11Mn shares of WAFD in total at the end of Q2 2026, up 1.36Mn from the prior quarter and up 185.04K from a year earlier.
BlackRock, Inc. held the largest position in WAFD at 10.77Mn shares as of June 30, 2026, or 14.57% of shares outstanding.
The largest position increases in WAFD for Q2 2026 were by Qube Research & Technologies Ltd (+446.26K shares), Millennium Management LLC (+348.33K shares), Goldman Sachs Group Inc (+263.31K shares), Ameriprise Financial Inc (+243.46K shares) and D. E. Shaw & Co., Inc. (+238.72K shares).
The largest position reductions in WAFD for Q2 2026 were by UBS Group AG (-331.33K shares), BlackRock, Inc. (-269.89K shares), Frontier Capital Management Co LLC (-122.88K shares), SEI Investments Co (-113.35K shares) and Fuller & Thaler Asset Management, Inc. (-112.28K shares).
Per Business Quant data, the 10 largest holders of WAFD at the end of Q2 2026 were BlackRock, Inc. (10.77Mn shares), Dimensional Fund Advisors LP (4.96Mn shares), Vanguard Portfolio Management LLC (4.76Mn shares), State Street Corp (4.35Mn shares), AllianceBernstein L.P. (3.81Mn shares), Vanguard Capital Management LLC (3.32Mn shares), Fuller & Thaler Asset Management, Inc. (3.14Mn shares), American Century Companies Inc (2.42Mn shares), Geode Capital Management, LLC (1.99Mn shares) and Systematic Financial Management LP (1.56Mn shares).

Form 13F Holdings

290 Institutional Holders

Report period 30 Jun, 2026

Total shares held 63.11Mn

Of outstanding 85.34%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	10,774,309	14.57%	▼269,887	-2.44%	$413.41Mn
2	DIMENSIONAL FUND ADVISORS LP	0000354204	4,964,442	6.71%	▲18,918	+0.38%	$190.48Mn
3	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	4,755,020	6.43%	▼65,525	-1.36%	$182.45Mn
4	State Street Corp	0000093751	4,345,763	5.88%	▲130,140	+3.09%	$166.75Mn
5	ALLIANCEBERNSTEIN L.P.	0001109448	3,807,514	5.15%	▲232,940	+6.52%	$119.56Mn
6	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	3,324,356	4.50%	▼102,919	-3.00%	$127.56Mn
7	FULLER & THALER ASSET MANAGEMENT, INC.	0001082327	3,142,312	4.25%	▼112,275	-3.45%	$120.57Mn
8	AMERICAN CENTURY COMPANIES INC	0000748054	2,416,568	3.27%	▲206,221	+9.33%	$92.72Mn
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,987,447	2.69%	▲35,117	+1.80%	$76.27Mn
10	SYSTEMATIC FINANCIAL MANAGEMENT LP	0001085936	1,558,139	2.11%	▲19,788	+1.29%	$59.79Mn
11	Ameriprise Financial Inc	0000820027	1,094,307	1.48%	▲243,460	+28.61%	$41.99Mn
12	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	1,020,988	1.38%	▼37,778	-3.57%	$39.18Mn
13	FRONTIER CAPITAL MANAGEMENT CO LLC	0000351173	951,677	1.29%	▼122,875	-11.43%	$36.52Mn
14	Bank Of America Corp /De/	0000070858	903,179	1.22%	▼2,684	-0.30%	$34.65Mn
15	Northern Trust Corp	0000073124	831,630	1.12%	▲46,033	+5.86%	$31.91Mn
16	D. E. Shaw & Co., Inc.	0001009207	790,567	1.07%	▲238,720	+43.26%	$30.33Mn
17	Goldman Sachs Group Inc	0000886982	759,092	1.03%	▲263,308	+53.11%	$29.13Mn
18	Morgan Stanley	0000895421	736,410	1.00%	▼42,160	-5.42%	$28.26Mn
19	Wells Fargo & Company/Mn	0000072971	690,969	0.93%	▼73,173	-9.58%	$26.51Mn
20	Bank of New York Mellon Corp	0001390777	690,349	0.93%	▲14,515	+2.15%	$26.49Mn

Showing 1 to 20 of 290 holders