Westpac Banking Corp - WBKGBX
Detailed investor-level table based on 13F positions.
Early Q2 2022 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | History | Added to | 227,860 | 3,236 | 0.07% | 0.08% | 1 | +2,516 | 1.12% | Q1 2022 | May 11, 2022 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 55,947 | 800 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q1 2022 | May 12, 2022 |
| COMERICA BANK | History | Reduced | 56,009 | 795 | 0.01% | 0.01% | 3 | -1,557 | -2.7% | Q1 2022 | Apr 27, 2022 |
| BOKF, NA | History | Added to | 11,035 | 157 | 0.0% | 0.0% | 4 | +182 | 1.68% | Q1 2022 | May 13, 2022 |
| UMB BANK N A/MO | History | No change | 5,598 | 80 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q1 2022 | Apr 22, 2022 |
| ADVISOR GROUP HOLDINGS, INC. | History | Reduced | 2,760 | 14 | 0.0% | 0.0% | 6 | -2,717 | -49.61% | Q1 2022 | May 04, 2022 |
| CAPROCK Group, Inc. | History | New | 5,787 | 4 | 0.0% | — | 7 | +5,787 | New | Q1 2022 | Apr 12, 2022 |
| IFP Advisors, Inc | History | No change | 21 | 1 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q1 2022 | Sep 06, 2022 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,046,316 | -100.0% | Q4 2021 | Feb 17, 2022 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,714,001 | -100.0% | Q4 2021 | Feb 08, 2022 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -681,661 | -100.0% | Q4 2021 | Feb 11, 2022 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -499,394 | -100.0% | Q4 2021 | Feb 08, 2022 |
| DIMENSIONAL FUND ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -323,690 | -100.0% | Q4 2021 | Feb 09, 2022 |
| FMR LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -240,557 | -100.0% | Q4 2021 | Feb 14, 2022 |
| AMERICAN CENTURY COMPANIES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -129,456 | -100.0% | Q4 2021 | Feb 07, 2022 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -113,742 | -100.0% | Q4 2021 | Feb 14, 2022 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -80,144 | -100.0% | Q4 2021 | Feb 14, 2022 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -69,425 | -100.0% | Q4 2021 | Feb 14, 2022 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -67,070 | -100.0% | Q4 2021 | Feb 11, 2022 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -66,858 | -100.0% | Q4 2021 | Feb 14, 2022 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -65,915 | -100.0% | Q4 2021 | Feb 11, 2022 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -62,564 | -100.0% | Q4 2021 | Feb 11, 2022 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.05% | — | -60,049 | -100.0% | Q4 2021 | Feb 18, 2022 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -57,454 | -100.0% | Q4 2021 | Feb 11, 2022 |
| Ethic Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -46,491 | -100.0% | Q4 2021 | Feb 14, 2022 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44,409 | -100.0% | Q4 2021 | Feb 15, 2022 |
| Vanguard Personalized Indexing Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -40,474 | -100.0% | Q4 2021 | Feb 23, 2022 |
| STATE STREET CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -38,921 | -100.0% | Q4 2021 | Feb 14, 2022 |
| Brinker Capital Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -38,240 | -100.0% | Q4 2021 | Feb 08, 2022 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -32,300 | -100.0% | Q4 2021 | Feb 14, 2022 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -30,250 | -100.0% | Q4 2021 | Feb 14, 2022 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,715 | -100.0% | Q4 2021 | Feb 14, 2022 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,362 | -100.0% | Q4 2021 | Feb 04, 2022 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -23,840 | -100.0% | Q4 2021 | Feb 14, 2022 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -23,043 | -100.0% | Q4 2021 | Feb 14, 2022 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,905 | -100.0% | Q4 2021 | Feb 14, 2022 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -21,695 | -100.0% | Q4 2021 | Jul 21, 2022 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -19,555 | -100.0% | Q4 2021 | Feb 11, 2022 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,587 | -100.0% | Q4 2021 | Feb 11, 2022 |
| CIBC Private Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,000 | -100.0% | Q4 2021 | Apr 04, 2022 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,213 | -100.0% | Q4 2021 | Jan 31, 2022 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,996 | -100.0% | Q4 2021 | Feb 10, 2022 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,000 | -100.0% | Q4 2021 | Feb 14, 2022 |
| BNP PARIBAS ARBITRAGE, SA | History | New | 13,576 | 0 | — | — | — | +13,576 | New | Q1 2022 | May 18, 2022 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,252 | -100.0% | Q4 2021 | Feb 14, 2022 |
| Sequoia Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,814 | -100.0% | Q4 2021 | Feb 22, 2022 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,730 | -100.0% | Q4 2021 | Feb 14, 2022 |
| SEI INVESTMENTS CO | History | Closed out | 0 | 0 | — | 0.0% | — | -10,532 | -100.0% | Q4 2021 | Feb 14, 2022 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -10,393 | -100.0% | Q4 2021 | Feb 04, 2022 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -9,098 | -100.0% | Q4 2021 | Feb 03, 2022 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,784 | -100.0% | Q4 2021 | Feb 10, 2022 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -8,016 | -100.0% | Q4 2021 | Feb 02, 2022 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -5,119 | -100.0% | Q4 2021 | Feb 11, 2022 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -2,973 | -100.0% | Q4 2021 | Feb 11, 2022 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,511 | -100.0% | Q4 2021 | Feb 16, 2022 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,482 | -100.0% | Q4 2021 | Jan 25, 2022 |
| 1832 Asset Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,375 | -100.0% | Q4 2021 | Feb 15, 2022 |
| Aquatic Capital Management LLC | History | Reduced | 2,000 | 0 | — | 0.09% | — | -1,100 | -35.48% | Q1 2022 | May 16, 2022 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,099 | -100.0% | Q4 2021 | Feb 01, 2022 |
| WHITTIER TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -975 | -100.0% | Q4 2021 | Jan 19, 2022 |
| Parallel Advisors, LLC | History | Reduced | 411 | 0 | — | 0.0% | — | -849 | -67.38% | Q1 2022 | Apr 28, 2022 |
| Cardinal Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -650 | -100.0% | Q4 2021 | Jan 19, 2022 |
| Federation des caisses Desjardins du Quebec | History | Added to | 677 | 0 | — | 0.0% | — | +600 | 779.22% | Q1 2022 | Aug 15, 2024 |
| EVOKE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -476 | -100.0% | Q4 2021 | Feb 09, 2022 |
| Rockefeller Capital Management L.P. | History | Added to | 425 | 0 | — | — | — | +393 | 1228.13% | Q1 2022 | May 13, 2022 |
| WHITTIER TRUST CO OF NEVADA INC | History | Closed out | 0 | 0 | — | 0.0% | — | -220 | -100.0% | Q4 2021 | Jan 19, 2022 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -217 | -100.0% | Q4 2021 | Feb 14, 2022 |
| Snowden Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -164 | -100.0% | Q4 2021 | Feb 14, 2022 |
| SRS Capital Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q4 2021 | Feb 08, 2022 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 3,075 | 0 | — | 0.0% | — | -83 | -2.63% | Q1 2022 | May 16, 2022 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q4 2021 | Jan 21, 2022 |
| Leonteq Securities AG | History | Closed out | 0 | 0 | — | — | — | -62 | -100.0% | Q4 2021 | Mar 26, 2026 |
| Gradient Investments LLC | History | Closed out | 0 | 0 | — | — | — | -31 | -100.0% | Q4 2021 | Jan 12, 2022 |