Washington Federal Ownership | Who Owns Washington Federal?
Washington Federal Ownership Summary
Washington Federal is owned by 85.62% institutional investors, 1.67% insiders, and 12.71% retail investors. Blackrock is the largest institutional shareholder, holding 15.57% of WAFD shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.45% of its assets in Washington Federal shares.
WAFD Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Washington Federal | 85.62% | 1.67% | 12.71% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Regional Banks Stocks | 51.67% | 12.06% | 36.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 10.92M | 15.57% | $311.99M |
| Vanguard group | 9.03M | 12.87% | $257.94M |
| Dimensional fund advisors lp | 5.64M | 8.04% | $161.09M |
| State street | 3.77M | 5.38% | $107.86M |
| Fuller & thaler asset management | 3.72M | 5.31% | $106.34M |
| Wells fargo & company/mn | 2.39M | 3.41% | $68.35M |
| Geode capital management | 1.60M | 2.28% | $45.72M |
| Macquarie group | 1.46M | 2.08% | $41.63M |
| Artisan partners limited partnership | 1.34M | 1.91% | $38.31M |
| Ameriprise financial | 1.34M | 1.91% | $38.27M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| First washington | 250.55K | 2.65% | $7.16M |
| Systematic financial management lp | 1.18M | 1.02% | $33.71M |
| Dean capital management | 18.58K | 0.68% | $530.90K |
| Fuller & thaler asset management | 3.72M | 0.46% | $106.34M |
| Foundry partners | 269.70K | 0.41% | $7.71M |
| Davidson investment advisors | 279.79K | 0.41% | $8.00M |
| Bridgeway capital management | 488.88K | 0.33% | $13.97M |
| Talbot financial | 74.30K | 0.27% | $2.12M |
| Frontier capital management | 921.86K | 0.26% | $26.35M |
| Pinnacle west asset management | 10.00K | 0.22% | $286.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wells fargo & company/mn | 2.39M | 0.02% | 2.36M |
| Vanguard group | 9.03M | 0.01% | 1.12M |
| Fuller & thaler asset management | 3.72M | 0.46% | 619.18K |
| Blackrock | 10.92M | 0.01% | 444.06K |
| Norges bank | 375.48K | 0.00% | 375.48K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Macquarie group | 1.46M | 0.05% | -283.19K |
| Lsv asset management | 396.81K | 0.02% | -196.36K |
| Ameriprise financial | 1.34M | 0.01% | -106.27K |
| Morgan stanley | 589.06K | 0.00% | -91.42K |
| Verition fund management | 64.38K | 0.01% | -78.35K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 375.48K | 0.00% | 375.48K | $10.73M |
| Man group | 104.11K | 0.01% | 104.11K | $2.98M |
| Two sigma investments, lp | 40.67K | 0.00% | 40.67K | $1.16M |
| Corebridge financial | 38.77K | 0.01% | 38.77K | $1.11M |
| Mirae asset global etfs | 34.17K | 0.00% | 34.17K | $976.49K |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -5.00 |
| Avion wealth | -19.00 |
| Barrow hanley mewhinney & strauss | -22.00 |
| Quest partners | -48.00 |
| Clear street markets | -215.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 241 | 3.88% | 63,569,166 | 2.32% | 85 | 1.47% | 130 | 17.12% | 68 | -1.45% |
| Jun 30, 2024 | 228 | -1.30% | 62,068,251 | 10.27% | 88 | 1.37% | 109 | -19.85% | 68 | 19.30% |
| Mar 31, 2024 | 231 | 9.48% | 56,289,914 | 3.83% | 80 | 1.13% | 136 | 51.11% | 57 | -30.49% |
| Dec 31, 2023 | 211 | -0.94% | 54,214,318 | 0.66% | 84 | 1.24% | 90 | 12.50% | 82 | -12.77% |
| Sep 30, 2023 | 213 | -2.29% | 53,859,740 | -4.94% | 82 | 1.09% | 80 | 3.90% | 94 | -6.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 5.25M | 6.45% | - |
| FullerThaler Behavioral Small-Cap Value | 3.32M | 4.09% | -510.00 |
| Undiscovered Managers Behavioral Val L | 3.14M | 3.87% | - |
| Vanguard Total Stock Mkt Idx Inv | 2.60M | 3.20% | -15.61K |
| Vanguard Small Cap Index | 2.04M | 2.51% | 4.00K |
| iShares Russell 2000 ETF | 1.90M | 2.34% | - |
| DFA US Small Cap Value I | 1.50M | 1.85% | -76.62K |
| Avantis US Small Cap Value ETF | 1.39M | 1.71% | 5.22K |
| Vanguard Small Cap Value Index Inv | 1.38M | 1.69% | -476.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.08M | 1.33% | -4.19K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 04, 2024 | Mauer Ryan | EVP & Chief Credit Officer | Sell | $404.36K |
| Nov 04, 2024 | Cooper Cathy E | EVP & Chief Consumer Banker | Sell | $243.94K |
| May 21, 2024 | Cooper Cathy E | EVP & Chief Consumer Banker | Sell | $399.27K |
| May 15, 2023 | GRANT DAVID K | - | Buy | $68.60K |
| May 11, 2023 | GRANT DAVID K | - | Buy | $200.30K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | - |
WAFD Ownership FAQ
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