Washington Federal Inc (WAFD) Ownership

35.92 ↑0.00 (0.00%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Washington Federal Inc (WAFD), owning a total of 10.9 million shares. Combined, the top 34 institutional holders of WAFD own 79.26% of the company with a total of 62.7 million shares.

In the latest ownership report on June 30th 2024, the top 34 institutional holders increased their combined ownership of WAFD by 4.8 million shares. 12 institutions bought 5,533,649 total additional shares and increased their ownership by an average of 608.56%. However 9 institutions sold 695,910 total shares and decreased their ownership by an average of 5.62%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Washington Federal increased by a net total of 4,837,739 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	13.441%	4.240%	10,916,492	444,060	2024-06-30
Vanguard Group Inc	11.112%	14.209%	9,025,322	1,122,861	2024-06-30
Dimensional Fund Advisors, Inc.	6.940%	-0.279%	5,636,608	-15,770	2024-06-30
State Street Corp	4.647%	9.850%	3,773,945	338,412	2024-06-30
Fuller & Thaler Asset Management Inc	4.581%	19.963%	3,720,811	619,179	2024-06-30
Wells Fargo & Co	2.945%	7,180.260%	2,391,493	2,358,644	2024-06-30
Geode Capital Management, LLC	1.969%	2.869%	1,599,385	44,604	2024-06-30
Macquarie Group Ltd	1.794%	-16.277%	1,456,685	-283,193	2024-06-30
Artisan Partners Limited Partnership	1.651%	7.737%	1,340,538	96,270	2024-06-30
Ameriprise Financial Inc	1.649%	-7.353%	1,338,894	-106,269	2024-06-30
American Century Companies Inc	1.569%	31.582%	1,274,665	305,942	2024-06-30
Systematic Financial Management LP	1.452%	-3.549%	1,179,479	-43,397	2024-06-30
Morgan Stanley - Brokerage Accounts	1.451%	-13.435%	1,178,112	-182,850	2024-06-30
Charles Schwab Investment Management Inc	1.405%	3.213%	1,141,093	35,524	2024-06-30
William Blair Investment Management, LLC	1.151%	-0.180%	934,892	-1,683	2024-06-30
Frontier Capital Management CO Inc	1.135%	3.183%	921,855	28,434	2024-06-30
Northern Trust Corp	1.092%	-1.392%	887,211	-12,528	2024-06-30
Bank of New York Mellon Corp	0.897%	1.288%	728,619	9,262	2024-06-30
Bank of America Corp	0.822%	24.292%	667,500	130,457	2024-06-30
ClearBridge Advisors, LLC	0.731%	-2.072%	593,580	-12,560	2024-06-30
Hotchkis & Wiley Capital Management LLC	0.724%	-6.017%	588,263	-37,660	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	13.441%	4.240%	10,916,492	444,060	2024-06-30
Vanguard Group Inc	11.112%	14.209%	9,025,322	1,122,861	2024-06-30
Dimensional Fund Advisors, Inc.	6.940%	-0.279%	5,636,608	-15,770	2024-06-30
State Street Corp	4.647%	9.850%	3,773,945	338,412	2024-06-30
Fuller & Thaler Asset Management Inc	4.581%	19.963%	3,720,811	619,179	2024-06-30
State Street Corporation	4.230%	-0.613%	3,435,533	-21,182	2024-03-31
Wells Fargo & Co	2.945%	7,180.260%	2,391,493	2,358,644	2024-06-30
Geode Capital Management, LLC	1.969%	2.869%	1,599,385	44,604	2024-06-30
Macquarie Group Ltd	1.794%	-16.277%	1,456,685	-283,193	2024-06-30
Artisan Partners Limited Partnership	1.651%	7.737%	1,340,538	96,270	2024-06-30
Ameriprise Financial Inc	1.649%	-7.353%	1,338,894	-106,269	2024-06-30
American Century Companies Inc	1.569%	31.582%	1,274,665	305,942	2024-06-30
Systematic Financial Management LP	1.452%	-3.549%	1,179,479	-43,397	2024-06-30
Morgan Stanley - Brokerage Accounts	1.451%	-13.435%	1,178,112	-182,850	2024-06-30
Charles Schwab Investment Management Inc	1.405%	3.213%	1,141,093	35,524	2024-06-30
HSBC Holdings PLC	1.466%	10,801.400%	948,860	940,156	2023-03-31
William Blair Investment Management, LLC	1.151%	-0.180%	934,892	-1,683	2024-06-30
Frontier Capital Management CO Inc	1.135%	3.183%	921,855	28,434	2024-06-30
Goldman Sachs Group Inc	1.127%	7.837%	917,692	66,694	2023-12-31
Northern Trust Corp	1.092%	-1.392%	887,211	-12,528	2024-06-30
Amvescap Plc.	1.135%	-11.702%	746,799	-98,974	2022-12-31
Bank of New York Mellon Corp	0.897%	1.288%	728,619	9,262	2024-06-30
Arrowstreet Capital Limited Partnership	1.033%	43.184%	668,512	201,623	2023-03-31
Bank of America Corp	0.822%	24.292%	667,500	130,457	2024-06-30
NORGES BANK	1.000%	-45.512%	647,109	-540,512	2022-12-31
Verition Fund Managegment, LLC	0.981%	81.551%	641,383	288,104	2022-09-30
AQR Capital Management LLC	0.960%	-22.232%	621,084	-177,548	2023-03-31
ClearBridge Advisors, LLC	0.731%	-2.072%	593,580	-12,560	2024-06-30
LSV Asset Management	0.730%	-7.558%	593,172	-48,500	2024-03-31
Man Group PLC	0.904%	247.884%	590,231	420,568	2022-06-30
Hotchkis & Wiley Capital Management LLC	0.724%	-6.017%	588,263	-37,660	2024-06-30
Nuveen Asset Management, LLC	0.886%	-0.591%	573,536	-3,408	2023-03-31
Baird Financial Group, Inc.	0.861%	-2.279%	557,625	-13,005	2023-03-31
JPMorgan Chase & Co	0.790%	-8.961%	511,412	-50,341	2023-09-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Washington Federal Inc (WAFD), owning a total of 5.2 million shares. Combined, the top 40 mutual fund holders of WAFD own 64.64% of the company with a total of 48.6 million shares.

In the latest ownership report on October 31st 2024, the top 40 fund holders increased their combined ownership of WAFD by 7 thousand shares. 3 funds bought 10,978 total additional shares and increased their ownership by an average of 0.31%. However 1 funds sold 4,004 total shares and decreased their ownership by an average of 0.22%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Washington Federal increased by a net total of 6,974 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.402%	0.093%	5,199,356	4,824	2024-10-31
iShares Russell 2000 ETF	2.190%	-0.225%	1,778,791	-4,004	2024-10-31
Avantis US Small Cap Value ETF	1.615%	0.000%	1,311,670	0	2024-10-31
iShares S&P Small-Cap 600 Value ETF	1.038%	0.085%	842,786	714	2024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.886%	0.762%	719,815	5,440	2024-10-31
iShares Russell 2000 Value ETF	0.796%	0.000%	646,521	0	2024-10-31
Dimensional US Targeted Value ETF	0.674%	0.000%	547,229	0	2024-10-31
SPDR® S&P Bank ETF	0.650%	0.000%	527,585	0	2024-10-31
SPDR® S&P Regional Banking ETF	0.609%	0.000%	494,697	0	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.402%	0.093%	5,199,356	4,824	2024-10-31
FullerThaler Behavioral Small-Cap Value	4.087%	0.000%	3,319,355	0	2024-08-31
Undiscovered Managers Behavioral Val L	3.869%	0.000%	3,142,384	0	2024-09-30
Fuller & Thaler Behavrl Small-Cap Value	4.117%	37.640%	2,641,973	722,490	2023-11-30
Vanguard Total Stock Mkt Idx Inv	3.216%	0.109%	2,612,231	2,855	2024-09-30
iShares Core S&P Mid-Cap ETF	3.110%	0.114%	2,034,464	2,310	2023-02-28
Vanguard Small Cap Index	2.501%	-1.430%	2,031,627	-29,473	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	3.093%	0.388%	2,002,013	7,738	2023-03-31
iShares Russell 2000 ETF	2.190%	-0.225%	1,778,791	-4,004	2024-10-31
DFA US Small Cap Value I	1.853%	-4.845%	1,504,849	-76,623	2024-09-30
Fuller & Thaler Behavioral Small-Cap Eq	2.273%	0.000%	1,470,972	0	2023-05-31
Fuller & Thaler Behavioral Sm-Cp Eq R6	2.273%	-17.039%	1,470,972	-302,109	2023-03-31
Delaware US Small Cap Value Eq SMA	2.132%	0.000%	1,380,100	1,380,100	2023-06-30
Vanguard Small Cap Value Index Inv	1.695%	-0.364%	1,376,670	-5,023	2024-09-30
Avantis US Small Cap Value ETF	1.615%	0.000%	1,311,670	0	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.334%	2.441%	1,083,455	25,813	2024-09-30
Delaware Small Cap Value A	1.217%	0.000%	988,100	0	2024-09-30
Vanguard Extended Market Index Investor	1.376%	-0.017%	890,655	-148	2023-08-31
iShares S&P Small-Cap 600 Value ETF	1.038%	0.085%	842,786	714	2024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.886%	0.762%	719,815	5,440	2024-10-31
Fidelity Small Cap Index	0.842%	-2.218%	683,731	-15,511	2024-08-31
DFA US Targeted Value I	0.839%	0.000%	681,564	0	2024-09-30
iShares Russell 2000 Value ETF	0.796%	0.000%	646,521	0	2024-10-31
Fidelity® Small Cap Index	0.986%	2.998%	632,793	18,419	2023-10-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.740%	-0.143%	602,161	-861	2024-05-30
SPDR® S&P MIDCAP 400 ETF Trust	0.894%	1.836%	588,341	10,607	2023-02-28
Vanguard Tax-Managed Small Cap Adm	0.718%	18.501%	583,482	91,095	2024-09-30
Artisan U.S. Mid-Cap Value	0.679%	23.764%	551,186	105,833	2024-06-30
Artisan Mid Cap Value Investor	0.679%	23.764%	551,186	105,833	2024-06-30
Dimensional US Targeted Value ETF	0.674%	0.000%	547,229	0	2024-10-31
Avantis® U.S. Small Cap Value ETF	0.809%	0.242%	532,394	1,284	2023-06-30
SPDR® S&P Bank ETF	0.650%	0.000%	527,585	0	2024-10-31
Goldman Sachs Small Cap Value A	0.770%	-24.360%	506,466	-163,108	2023-03-31
SPDR® S&P Regional Banking ETF	0.609%	0.000%	494,697	0	2024-10-31
DFA US Small Cap I	0.586%	0.000%	477,368	0	2024-04-30
Brighthouse/Artisan Mid Cap Value A	0.574%	-1.415%	466,954	-6,700	2023-12-31
iShares S&P Mid-Cap 400 Value ETF	0.697%	-0.411%	455,210	-1,878	2022-11-30
SPDR® S&P 600 Small Cap Value ETF	0.557%	-0.628%	453,817	-2,868	2024-05-31
Invesco S&P MidCap Low Volatility ETF	0.666%	0.334%	435,379	1,449	2022-10-31
ClearBridge Small Cap C	0.601%	0.000%	392,974	0	2022-09-30