Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in WAFD held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 11.0M | $346.8M | -2.9% | 14.340% | 0.01% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 4.9M | $155.3M | -0.7% | 6.421% | 0.03% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.8M | $151.4M | — | 6.259% | 0.01% |
| 4 | STATE STREET CORP | 4.2M | $132.4M | +2.4% | 5.474% | 0.00% |
| 5 | ALLIANCEBERNSTEIN L.P. | 3.6M | $114.5M | +15.0% | 4.641% | 0.04% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 3.4M | $107.6M | — | 4.450% | 0.00% |
| 7 | FULLER & THALER ASSET MANAGEMENT, INC. | 3.3M | $102.2M | -3.3% | 4.226% | 0.34% |
| 8 | AMERICAN CENTURY COMPANIES INC | 2.2M | $69.4M | +5.1% | 2.870% | 0.04% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 2.0M | $61.3M | +0.5% | 2.535% | 0.00% |
| 10 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 1.5M | $48.3M | -1.2% | 1.998% | 1.11% |
| 11 | FRONTIER CAPITAL MANAGEMENT CO LLC | 1.1M | $33.7M | -4.2% | 1.395% | 0.35% |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.1M | $33.2M | -1.9% | 1.375% | 0.01% |
| 13 | BANK OF AMERICA CORP /DE/ | 906K | $28.4M | +28.1% | 1.176% | 0.00% |
| 14 | AMERIPRISE FINANCIAL INC | 851K | $26.7M | -6.5% | 1.105% | 0.01% |
| 15 | NORTHERN TRUST CORP | 786K | $24.7M | +1.6% | 1.020% | 0.00% |
| 16 | MORGAN STANLEY | 779K | $24.4M | +3.4% | 1.011% | 0.00% |
| 17 | WELLS FARGO & COMPANY/MN | 764K | $24.0M | -23.8% | 0.992% | 0.01% |
| 18 | Bank of New York Mellon Corp | 676K | $21.2M | -5.1% | 0.877% | 0.00% |
| 19 | D. E. Shaw & Co., Inc. | 552K | $17.3M | +54.2% | 0.717% | 0.02% |
| 20 | TWO SIGMA INVESTMENTS, LP | 552K | $17.3M | +239.1% | 0.716% | 0.01% |
| 21 | UBS Group AG | 543K | $17.0M | +166.6% | 0.705% | 0.00% |
| 22 | MetLife Investment Management, LLC | 533K | $16.7M | -19.8% | 0.692% | 0.09% |
| 23 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 532K | $16.7M | +17.6% | 0.691% | 0.05% |
| 24 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 524K | $16.5M | -0.2% | 0.681% | 0.33% |
| 25 | PRINCIPAL FINANCIAL GROUP INC | 505K | $15.8M | +34.4% | 0.655% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in WAFD — a direct measure of their conviction.
Filings activity in WAFD during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 252 | +0.4% | 66.68% | 2.22 pp | $1.90B | 3.2% |
| Q4 2025 | 251 | +2.0% | 68.90% | +4.73 pp | $1.97B | +7.4% |
| Q3 2025 | 246 | 1.6% | 64.17% | +0.21 pp | $1.83B | +0.3% |
| Q2 2025 | 250 | +4.6% | 63.96% | 0.06 pp | $1.83B | 0.1% |
| Q1 2025 | 239 | 1.6% | 64.02% | 7.62 pp | $1.83B | 11% |
| Q4 2024 | 243 | +1.7% | 71.64% | 4.63 pp | $2.05B | 6.1% |
| Q3 2024 | 239 | +5.3% | 76.27% | +15.89 pp | $2.18B | +26% |
| Q2 2024 | 227 | — | 60.38% | — | $1.72B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying WAFD stock.
Based on Q1 2026 13F filings, institutional ownership of WaFd, Inc. stands at 66.7%, held across 252 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of WAFD, with approximately 11,044,196 shares worth $0.35B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of WAFD, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for WAFD is 39 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
35 institutions opened new positions in WAFD during Q1 2026, while 34 fully exited. 74 added to existing positions and 141 trimmed.
WAFD institutional ownership fell by 2.22 percentage points quarter-over-quarter, with a net change of +1 holders.
The top 10 institutions account for 67.7% of all reported 13F value in WAFD, and the top 25 account for 85.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
WaFd, Inc. (WAFD) Institutional Ownership