Wells Fargo & Company (wfc 7.5 Perp L)Preferred / convertible
13F holders, Q3 2024 (September 30)255holders +5
23new positions
17sold out
2famous investors
$1225.70avg. 13F price*
At the end of Q3 2024, 255 institutions reported holding Wells Fargo & Company (wfc 7.5 Perp L) in their 13F filings, up 5 from Q2 2024. 23 opened new positions and 17 sold out. The largest holders were Voya Investment Management LLC ($757.8M), BlackRock, Inc. ($369.9M) and Advent Capital Management ($232.5M). 2 famous investors held it, including Ken Griffin ( of Citadel Advisors's portfolio) and Israel Englander ( of Millennium Management's portfolio).
- 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $13.9M |
| Exits | 17 | $6.6M |
All 13F filers, Q2 2024 → Q3 2024: 78,086 shares bought and 187,915 shares sold, net −109,829 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 255 holders
| Voya Investment Management LLC | — | Reduce -0.6% | 591,048 | $757.8M |
| BlackRock, Inc. | — | — | 288,493 | $369.9M |
| Advent Capital Management | — | Add +3.7% | 182,159 | $232.5M |
| First Trust Advisors LP | — | Add +1.3% | 155,091 | $198.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | Add +4.2% | 89,193 | $114.4M |
| Victory Capital Management Inc. | — | Reduce -20.7% | 70,582 | $90.5M |
| Stonebridge Advisors LLC | — | Reduce -5.6% | 65,298 | $83.7M |
| Invesco Ltd. | — | Reduce -0.0% | 64,890 | $83.2M |
| Manufacturers Life Insurance Company, The | — | Add +0.1% | 61,882 | $79.4M |
| State Street Corp. | — | Reduce -62.8% | 58,245 | $74.4M |
| Allianz Asset Management GmbH | — | Reduce -8.0% | 53,940 | $69.2M |
| FMR LLC | — | Add +0.8% | 51,138 | $65.4M |
| Morgan Stanley | — | Add +1.2% | 47,071 | $60.4M |
| Nuveen Asset Management, LLC | — | Add +19.2% | 46,656 | $59.8M |
| Bank of America Corp. | — | Add +0.0% | 31,446 | $40.3M |
| MacKay Shields LLC | — | Reduce -0.3% | 28,400 | $36.4M |
| Thrivent Financial for Lutherans | — | Reduce -2.4% | 23,633 | $30.2M |
| First Eagle Investment Management, LLC | — | No change | 20,691 | $26.5M |
| Ssi Investment Management LLC | — | Reduce -1.8% | 19,981 | $25.6M |
| Focus Partners Wealth | — | Add +0.8% | 19,116 | $24.4M |
| New York State Common Retirement Fund | — | Add +4.5% | 18,348 | $23.5M |
| Pier 88 Investment Partners LLC | — | No change | 18,152 | $23.3M |
| Cohen & Steers, Inc. | — | Add +6.2% | 16,349 | $21.0M |
| New England Asset Management Inc. | — | No change | 13,275 | $17.0M |
| Oxbow Advisors, LLC | — | Add +0.2% | 13,107 | $16.8M |
| Galvin, Gaustad & Stein, LLC | — | Add +1.4% | 11,947 | $15.3M |
| KCM Investment Advisors LLC | — | Add +1.3% | 11,930 | $15.3M |
| Kestra Advisory Services, LLC | — | Add +3.9% | 10,805 | $13.9M |
| Alliancebernstein L.P. | — | Add +1.9% | 10,752 | $13.8M |
| Camden Asset Management L P | — | Reduce -16.4% | 10,035 | $12.8M |
| Lord, Abbett & Co. LLC | — | Reduce -5.1% | 8,572 | $11.0M |
| Stratos Wealth Partners, LTD. | — | Add +5.2% | 8,495 | $10.9M |
| RB Capital Management, LLC | — | Add +1.3% | 8,071 | $10.3M |
| Crawford Investment Counsel Inc. | — | Add +27.7% | 8,090 | $10.3M |
| Palisade Capital Management, LP | — | Add +12.3% | 7,860 | $10.0M |
| Raymond James & Associates | — | Add +1.3% | 7,678 | $9.8M |
| UBS Group AG | — | Add +4.5% | 7,321 | $9.4M |
| Stifel Financial Corp. | — | Add +17.5% | 7,287 | $9.3M |
| First Manhattan Co. Llc. | — | Reduce -59.5% | 7,260 | $9.3M |
| Wellington Management Group LLP | — | No change | 7,054 | $9.0M |
| JRM Investment Counsel, LLC | — | Reduce -22.0% | 6,791 | $8.7M |
| LPL Financial LLC | — | Add +13.2% | 6,661 | $8.5M |
| Commonwealth Equity Services, LLC | — | Reduce -0.9% | 6,352 | $8.1M |
| Citigroup Inc. | — | Add +5.8% | 6,333 | $8.1M |
| Conning Inc. | — | No change | 6,065 | $7.8M |
| Penn Mutual Asset Management | — | No change | 6,000 | $7.7M |
| Rational Advisors, Inc. | — | No change | 5,400 | $6.9M |
| Norris Perne & French LLP | — | Reduce -7.9% | 4,931 | $6.3M |
| Western Asset Management Company, LLC | — | No change | 4,965 | $6.3M |
| Wells Fargo & Company | — | Reduce -0.6% | 4,886 | $6.3M |
| Bessemer Group Inc. | — | Add +26.7% | 4,798 | $6.2M |
| Amundi | — | No change | 4,799 | $6.0M |
| Phraction Management LLC | — | Reduce -0.7% | 4,605 | $5.9M |
| Hudson Capital Management LLC | — | Add +0.2% | 4,521 | $5.8M |
| Jefferies Financial Group Inc. | — | Reduce -0.3% | 4,416 | $5.7M |
| Knightsbridge Asset Management, LLC | — | Add +13.9% | 4,200 | $5.4M |
| Corient Private Wealth LP | — | Add +95.7% | 3,944 | $5.1M |
| Mariner, LLC | — | Add +8.6% | 3,631 | $4.7M |
| NorthCoast Asset Management LLC | — | New | 3,557 | $4.6M |
| Spectrum Asset Management, Inc. | — | Reduce -0.4% | 3,532 | $4.5M |
| Edgemoor Investment Advisors, Inc. | — | Reduce -1.8% | 3,499 | $4.5M |
| Baird Financial Group, Inc. | — | Add +54.2% | 3,492 | $4.5M |
| LM Advisors LLC | — | Reduce -3.4% | 3,422 | $4.4M |
| Goldman Sachs Group Inc. | — | No change | 3,280 | $4.2M |
| Laffer Tengler Investments, Inc. | — | Add +0.8% | 3,288 | $4.2M |
| American Century Companies Inc. | — | Add +5.8% | 3,111 | $4.0M |
| Deroy & Devereaux Private Investment Counsel Inc. | — | No change | 3,102 | $4.0M |
| Envestnet Asset Management Inc. | — | No change | 3,063 | $3.9M |
| Cambridge Investment Research Advisors, Inc. | — | Add +21.4% | 2,862 | $3.7M |
| Whalerock Point Partners, LLC | — | New | 2,850 | $3.7M |
| Janney Montgomery Scott LLC | — | Reduce -4.7% | 2,811 | $3.6M |
| Keystone Financial Group | — | Add +0.3% | 2,619 | $3.4M |
| Seven Springs Wealth Group, LLC | — | Add +5.5% | 2,551 | $3.3M |
| Wittenberg Investment Management, Inc. | — | Reduce -1.3% | 2,327 | $3.0M |
| Agf Management Ltd. | — | No change | 2,300 | $2.9M |
| Calamos Advisors LLC | — | Reduce -15.8% | 2,184 | $2.8M |
| Neuberger Berman Group LLC | — | Reduce -1.3% | 2,108 | $2.7M |
| Summitry LLC | — | Reduce -4.0% | 2,105 | $2.7M |
| CIBC Private Wealth Group LLC | — | Reduce -4.2% | 1,940 | $2.5M |
| Montag A & Associates Inc. | — | Add +5.7% | 1,859 | $2.4M |
| Ulland Investment Advisors, LLC | — | Reduce -83.0% | 1,796 | $2.3M |
| CSM Advisors, LLC | — | No change | 1,750 | $2.2M |
| Curi Capital, LLC | — | Add +7.8% | 1,718 | $2.2M |
| HighTower Advisors, LLC | — | Add +146.4% | 1,698 | $2.2M |
| Jane Street Group, LLC | — | Add +85.7% | 1,560 | $2.0M |
| Wilmington Savings Fund Society, FSB | — | New | 1,537 | $2.0M |
| Everett Harris & Co. | — | Add +2.4% | 1,501 | $1.9M |
| Magnus Financial Group LLC | — | Add +4.8% | 1,493 | $1.9M |
| Truist Financial Corp. | — | Add +0.1% | 1,488 | $1.9M |
| Raymond James Financial Services Advisors, Inc. | — | Add +1.0% | 1,465 | $1.9M |
| Schnieders Capital Management LLC | — | No change | 1,378 | $1.8M |
| Schroder Investment Management Group | — | No change | 1,353 | $1.7M |
| Graypoint LLC | — | Reduce -7.4% | 1,317 | $1.7M |
| First Foundation Advisors | — | Reduce -2.1% | 1,306 | $1.7M |
| National Bank of Canada | — | No change | 1,248 | $1.6M |
| Bowie Capital Management, LLC | — | Reduce -25.0% | 1,200 | $1.5M |
| Marathon Capital Management | — | Reduce -4.2% | 1,173 | $1.5M |
| Cove Private Wealth, LLC | — | No change | 1,169 | $1.5M |
| Osaic Holdings, Inc. | — | Add +2.9% | 1,155 | $1.5M |
| Sei Investments Co. | — | Reduce -1.6% | 1,155 | $1.5M |
"% 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.