Institutional Ownership Washington Federal Inc (WAFD)
This table provides information about the institutional ownership of Washington Federal Inc (WAFD). We have compiled data on the 259 institutions that hold shares in the stock, with a total of 63.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.97 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
77
shares
|
$2,385
0.0% of portfolio
|
Q2 2025
Reduced 68.44%
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
76
shares
|
$2,354
0.0% of portfolio
|
Q1 2025
New holding
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
67
shares
|
$2,075
0.0% of portfolio
|
Q1 2025
New holding
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
64
shares
|
$1,982
0.0% of portfolio
|
Q1 2025
Reduced 17.95%
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
60
shares
|
$1,858
0.0% of portfolio
|
Q3 2023
New holding
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
58
shares
|
$1,796
0.0% of portfolio
|
Q1 2025
Added 1.75%
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
55
shares
|
$1,703
0.0% of portfolio
|
Q1 2025
New holding
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
48
shares
|
$1,487
0.0% of portfolio
|
Q1 2025
New holding
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
48
shares
|
$1,487
0.0% of portfolio
|
Q1 2025
Added 500.0%
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
46
shares
|
$1,425
0.0% of portfolio
|
Q1 2025
New holding
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
46
shares
|
$1,425
0.0% of portfolio
|
Q1 2020
New holding
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
45
shares
|
$1,394
0.0% of portfolio
|
Q4 2023
Reduced 10.0%
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
38
shares
|
$1,177
0.0% of portfolio
|
Q1 2025
Reduced 84.74%
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
37
shares
|
$1,146
0.0% of portfolio
|
Q1 2025
Reduced 94.46%
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
32
shares
|
$991
0.0% of portfolio
|
Q4 2024
New holding
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
30
shares
|
$929
0.0% of portfolio
|
Q1 2025
New holding
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
26
shares
|
$805
0.0% of portfolio
|
Q4 2024
Reduced 38.1%
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
26
shares
|
$805
0.0% of portfolio
|
Q1 2025
Reduced 84.05%
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
22
shares
|
$681
0.0% of portfolio
|
Q1 2023
Reduced 77.78%
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
19
shares
|
$588
0.0% of portfolio
|
Q1 2025
New holding
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
16
shares
|
$495
0.0% of portfolio
|
Q1 2025
Added 23.08%
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
10
shares
|
$309
0.0% of portfolio
|
Q1 2025
Reduced 23.08%
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
10
shares
|
$309
0.0% of portfolio
|
Q4 2024
New holding
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
8
shares
|
$247
0.0% of portfolio
|
Q2 2024
Added 300.0%
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
7
shares
|
$216
0.0% of portfolio
|
Q1 2025
New holding
|