| 4 | AQR CAPITAL MANAGEMENT LLC | 5.2M | $423.0M | +467.8% | 4.718% | 0.15% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 4.7M | $384.1M | +0.5% | 4.280% | 0.01% |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | 4.4M | $360.8M | -6.6% | 4.020% | 0.06% |
| 7 | STATE STREET CORP | 4.3M | $351.1M | +1.7% | 3.912% | 0.01% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 4.0M | $330.8M | +5.5% | 3.686% | 0.06% |
| 9 | Davis Asset Management, L.P. | 3.3M | $274.2M | +8.2% | 3.055% | 6.94% |
| 10 | FMR LLC | 2.4M | $195.1M | -0.2% | 2.174% | 0.01% |
| 11 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 2.1M | $174.3M | -10.3% | 1.942% | 0.53% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 2.1M | $173.7M | -0.1% | 1.935% | 0.01% |
| 13 | BANK OF MONTREAL /CAN/ | 1.8M | $149.2M | -2.9% | 1.662% | 0.05% |
| 14 | Smead Capital Management, Inc. | 1.6M | $131.1M | +17.6% | 1.460% | 2.81% |
| 15 | NORGES BANK | 1.5M | $119.9M | — | 1.336% | 0.01% |
| 16 | AMERIPRISE FINANCIAL INC | 1.2M | $102.1M | +39.3% | 1.137% | 0.02% |
| 17 | Jupiter Topco LLC | 1.2M | $102.0M | — | 1.136% | 0.04% |
| 18 | BANK OF AMERICA CORP /DE/ | 1.2M | $97.0M | +310.9% | 1.081% | 0.01% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 987K | $81.1M | +0.3% | 0.904% | 0.01% |
| 20 | MORGAN STANLEY | 943K | $77.5M | +2.9% | 0.864% | 0.00% |
| 21 | NORTHERN TRUST CORP | 891K | $73.2M | +0.8% | 0.816% | 0.01% |
| 22 | Bank of New York Mellon Corp | 883K | $72.6M | -3.9% | 0.809% | 0.01% |
| 23 | GOLDMAN SACHS GROUP INC | 749K | $61.6M | +62.1% | 0.686% | 0.01% |
| 24 | CINCINNATI INSURANCE CO | 725K | $59.6M | 0.0% | 0.664% | 0.86% |
| 25 | VICTORY CAPITAL MANAGEMENT INC | 711K | $58.4M | +2.4% | 0.651% | 0.03% |
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 WAL — a direct measure of their conviction.
| 87.79% |
| 3.69 pp |
| $6.40B |
| 8.6% |
| Q4 2024 | 417 | +2.7% | 91.48% | +2.14 pp | $7.00B | 1.7% |
| Q3 2024 | 406 | — | 89.34% | — | $7.12B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
94 institutions opened new positions in WAL during Q2 2026, while 51 fully exited. 326 added to existing positions and 60 trimmed.
WAL institutional ownership rose by 7.07 percentage points quarter-over-quarter, with a net change of +53 holders.
The top 10 institutions account for 56.5% of all reported 13F value in WAL, and the top 25 account for 77.2%.
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.
Western Alliance Bancorporation (WAL) Institutional Ownership