Waystar Holding Corp. — Institutional Ownership

Which tracked institutions hold WAY, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.

34
Funds holding
$915701259
Total value held
Buying
28 added/new · 5 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $357950123 17435466 +769734 +4.62%
2 Bank Of Montreal /Can/ $106538094 5189386 +1735629 +50.25%
3 State Street Corp $93865377 4572108 +282993 +6.60%
4 Ubs Group Ag $59216712 2884399 +2884399 NEW BUY
5 Bank Of America Corp /De/ $53031432 2583119 +517861 +25.07%
6 Janus Henderson Group Plc $48005191 1991050 +1991050 NEW BUY
7 Morgan Stanley $40781892 1986453 +1027286 +107.10%
8 Northern Trust Corp $25985334 1265725 +146199 +13.06%
9 Jpmorgan Chase & Co $21677302 1078601 +49393 +4.80%
10 Citigroup Inc $18664808 909148 +729939 +407.31%
11 Goldman Sachs Group Inc $18069932 880172 -1737587 -66.38%
12 Principal Financial Group Inc $17349944 845102 +26075 +3.18%
13 Bank Of New York Mellon Corp $15701672 764816 +64924 +9.28%
14 Raymond James Financial Inc $9421751 458926 +308945 +205.99%
15 Invesco Ltd. $8040821 391662 +391662 NEW BUY
16 Sei Investments Co $5215653 254049 -116769 -31.49%
17 Ameriprise Financial Inc $5034881 245245 +245245 NEW BUY
18 Prudential Financial Inc $2650218 129090 +12310 +10.54%
19 Wells Fargo & Company/Mn $2075172 101080 +56291 +125.68%
20 Allstate Corp $1461428 71185 +71185 NEW BUY
21 Blackstone Inc. $1156886 56351 +56351 NEW BUY
22 Barclays Plc $767740 37396 -11231 -23.10%
23 Pnc Financial Services Group, Inc. $627354 30558 +9044 +42.04%
24 Jefferies Financial Group Inc. $612595 29839 +29839 NEW BUY
25 Fifth Third Bancorp $516591 25163 -355 -1.39%
26 Us Bancorp \De\ $384075 18708 +18632 +24515.79%
27 Royal Bank Of Canada $325000 15813 -6244 -28.31%
28 Truist Financial Corp $283335 13801 +13801 NEW BUY
29 Stifel Financial Corp $214600 10453 +10453 NEW BUY
30 Federated Hermes, Inc. $42785 2084 +2084 NEW BUY
31 First Horizon Corp $15644 762 +762 NEW BUY
32 Toronto Dominion Bank $12688 618 +618 NEW BUY
33 Zions Bancorporation, National Association /Ut/ $3531 172 +172 NEW BUY
34 Cohen & Steers, Inc. $698 34000 Held

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.