Wells Fargo & Company (wfc 7.5 Perp L)Preferred / convertible
13F holders, Q1 2024 (March 31)249holders
$1044.37avg. 13F price*
At the end of Q1 2024, 249 institutions reported holding Wells Fargo & Company (wfc 7.5 Perp L) in their 13F filings. The largest holders were Voya Investment Management LLC ($706.7M), BlackRock Inc. ($355.4M) and Advent Capital Management ($227.1M).
- Company
- Wells Fargo & Company (wfc 7.5 Perp L)
- CUSIP
- 949746804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $9.0M |
| Exits | 18 | $16.7M |
Ownership 249 holders
| Voya Investment Management LLC | — | No change | 579,548 | $706.7M |
| BlackRock Inc. | — | Add +12.3% | 291,446 | $355.4M |
| Advent Capital Management | — | Reduce -4.7% | 184,763 | $227.1M |
| First Trust Advisors LP | — | Add +12.7% | 149,450 | $182.2M |
| Victory Capital Management Inc. | — | Add +7.4% | 92,622 | $112.9M |
| Mirae Asset Global Investments Co., Ltd. | — | Reduce -20.0% | 75,705 | $84.3M |
| Stonebridge Advisors LLC | — | Add +39.7% | 67,554 | $82.4M |
| Invesco Ltd. | — | Add +0.9% | 64,890 | $79.1M |
| State Street Corp. | — | Reduce -2.9% | 64,445 | $77.7M |
| Manufacturers Life Insurance Company, The | — | Add +0.2% | 61,483 | $75.2M |
| Allianz Asset Management GmbH | — | No change | 58,640 | $71.5M |
| FMR LLC | — | Add +15.1% | 52,738 | $64.3M |
| Morgan Stanley | — | Add +4.7% | 47,634 | $57.6M |
| Nuveen Asset Management, LLC | — | Reduce -1.3% | 39,198 | $47.8M |
| Bank of America Corp. | — | Reduce -1.0% | 32,235 | $39.3M |
| MacKay Shields LLC | — | Reduce 0.0% | 28,710 | $35.1M |
| Thrivent Financial for Lutherans | — | No change | 24,376 | $29.7M |
| First Eagle Investment Management, LLC | — | Reduce -3.0% | 22,691 | $27.7M |
| Ssi Investment Management LLC | — | Add +1.3% | 20,698 | $25.0M |
| New York State Common Retirement Fund | — | No change | 18,351 | $22.4M |
| Pier 88 Investment Partners LLC | — | No change | 17,852 | $21.8M |
| First Manhattan Co. Llc. | — | Reduce -13.4% | 14,182 | $17.3M |
| KCM Investment Advisors LLC | — | Reduce -14.6% | 13,362 | $16.3M |
| Loomis Sayles & Co. L P | — | Reduce -25.9% | 279,780 | $16.2M |
| New England Asset Management Inc. | — | No change | 13,275 | $16.2M |
| Oxbow Advisors, LLC | — | Add +1.9% | 12,995 | $15.8M |
| Galvin, Gaustad & Stein, LLC | — | Reduce -6.2% | 11,617 | $14.2M |
| JRM Investment Counsel, LLC | — | Reduce -1.4% | 10,967 | $13.4M |
| Alliancebernstein L.P. | — | Reduce -6.3% | 10,752 | $13.1M |
| Lord, Abbett & Co. LLC | — | Reduce -2.0% | 9,559 | $11.7M |
| Kestra Advisory Services, LLC | — | Add +9.0% | 9,529 | $11.6M |
| Jane Street Group, LLC | — | Reduce -46.6% | 9,137 | $11.0M |
| Camden Asset Management L P | — | Reduce -81.8% | 9,000 | $11.0M |
| RB Capital Management, LLC | — | Add +0.1% | 8,145 | $9.9M |
| Stratos Wealth Partners, LTD. | — | Add +10.4% | 7,952 | $9.7M |
| Wellington Management Group LLP | — | Add +22.3% | 7,054 | $8.6M |
| Palisade Capital Management, LP | — | Reduce -15.2% | 7,018 | $8.5M |
| UBS Group AG | — | Add +8.9% | 6,696 | $8.2M |
| Crawford Investment Counsel Inc. | — | Add +1.1% | 6,411 | $7.8M |
| Raymond James & Associates | — | Add +6.9% | 6,355 | $7.7M |
| Stifel Financial Corp. | — | Add +7.0% | 6,176 | $7.5M |
| Conning Inc. | — | No change | 6,065 | $7.3M |
| Penn Mutual Asset Management | — | No change | 6,000 | $7.3M |
| Citigroup Inc. | — | Reduce -41.8% | 6,004 | $6.9M |
| Norris Perne & French LLP | — | Reduce -2.4% | 5,485 | $6.7M |
| LPL Financial LLC | — | Add +9.4% | 5,295 | $6.5M |
| Rational Advisors, Inc. | — | No change | 5,100 | $6.2M |
| Western Asset Management Company, LLC | — | No change | 4,965 | $6.1M |
| Commonwealth Equity Services, LLC | — | Reduce -0.4% | 4,888 | $6.0M |
| Wells Fargo & Company | — | Add +45.2% | 4,864 | $5.9M |
| JPMorgan Chase & Co. | — | Reduce -17.5% | 4,677 | $5.7M |
| Phraction Management LLC | — | Reduce -3.0% | 4,638 | $5.6M |
| Amundi | — | No change | 4,799 | $5.5M |
| Jefferies Financial Group Inc. | — | Reduce -3.4% | 4,392 | $5.4M |
| Hudson Capital Management LLC | — | Add +57.2% | 4,300 | $5.2M |
| Agf Management Ltd. | — | Add +25.0% | 4,000 | $4.9M |
| Cohen & Steers, Inc. | — | Add +10.1% | 3,817 | $4.7M |
| Edgemoor Investment Advisors, Inc. | — | Add +7.3% | 3,802 | $4.6M |
| Bessemer Group Inc. | — | No change | 3,787 | $4.6M |
| Knightsbridge Asset Management, LLC | — | No change | 3,848 | $4.6M |
| Mariner, LLC | — | Add +9.6% | 3,744 | $4.6M |
| Laffer Tengler Investments, Inc. | — | Add +5.2% | 3,481 | $4.2M |
| Spectrum Asset Management, Inc. | — | Reduce -27.8% | 3,429 | $4.2M |
| Relative Value Partners Group, LLC | — | Reduce -0.1% | 3,441 | $4.2M |
| Janney Montgomery Scott LLC | — | Add +6.3% | 3,285 | $4.0M |
| Goldman Sachs Group Inc. | — | Reduce -0.0% | 3,280 | $4.0M |
| Envestnet Asset Management Inc. | — | Add +62.5% | 3,146 | $3.8M |
| Deroy & Devereaux Private Investment Counsel Inc. | — | No change | 3,102 | $3.8M |
| SG Americas Securities, LLC | — | No change | 3,000 | $3.7M |
| Osaic Holdings, Inc. | — | Reduce -19.8% | 2,666 | $3.3M |
| Whalerock Point Partners, LLC | — | No change | 2,667 | $3.3M |
| Wittenberg Investment Management, Inc. | — | No change | 2,629 | $3.2M |
| American Century Companies Inc. | — | Add +45.8% | 2,593 | $3.2M |
| Keystone Financial Group | — | Add +0.3% | 2,602 | $3.2M |
| Calamos Advisors LLC | — | Add +0.2% | 2,579 | $3.1M |
| Summitry LLC | — | Reduce -0.6% | 2,339 | $2.9M |
| Seven Springs Wealth Group, LLC | — | Add +45.8% | 2,336 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | — | Add +28.3% | 2,196 | $2.7M |
| Neuberger Berman Group LLC | — | Reduce -49.1% | 2,101 | $2.6M |
| Corient Private Wealth LP | — | Reduce -0.3% | 2,028 | $2.5M |
| CIBC Private Wealth Group LLC | — | No change | 1,990 | $2.4M |
| Baird Financial Group, Inc. | — | Add +9.3% | 1,834 | $2.2M |
| CSM Advisors, LLC | — | No change | 1,750 | $2.1M |
| Bowie Capital Management, LLC | — | No change | 1,600 | $2.0M |
| Truist Financial Corp. | — | Add +43.9% | 1,527 | $1.9M |
| Magnus Financial Group LLC | — | Add +20.3% | 1,502 | $1.8M |
| Montag A & Associates Inc. | — | Add +74.6% | 1,484 | $1.8M |
| Schnieders Capital Management LLC | — | Reduce -0.5% | 1,477 | $1.8M |
| Everett Harris & Co. | — | No change | 1,441 | $1.8M |
| Graypoint LLC | — | No change | 1,422 | $1.7M |
| First Foundation Advisors | — | Reduce -33.7% | 1,343 | $1.6M |
| Raymond James Financial Services Advisors, Inc. | — | Reduce -0.7% | 1,341 | $1.6M |
| Marathon Capital Management | — | Reduce -0.4% | 1,242 | $1.5M |
| Coastwise Capital Group, LLC | — | Reduce -1.2% | 25,974 | $1.5M |
| National Bank of Canada | — | No change | 1,248 | $1.5M |
| Cove Private Wealth, LLC | — | No change | 1,169 | $1.4M |
| Curi Capital, LLC | — | New | 1,110 | $1.4M |
| StoneX Group Inc. | — | Add +4.7% | 1,101 | $1.3M |
| Sei Investments Co. | — | Reduce -7.8% | 1,089 | $1.3M |
| Founders Capital Management, LLC | — | Reduce -7.2% | 1,076 | $1.3M |
"% of holder's portfolio" is WELLS FARGO & COMPANY (WFC 7.5 PERP L)'s weight in each manager's 13F, not the share of Wells Fargo & Company (wfc 7.5 Perp L) the manager owns.