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

0100200300 Q1 2024: 249Q1 2024Q2 2024: 250Q2 2024Q3 2024: 255Q3 2024Q4 2024: 256Q4 2024Q1 2025: 262Q1 2025Q2 2025: 269Q2 2025Q3 2025: 248Q3 2025Q4 2025: 262Q4 2025Q1 2026: 258Q1 2026Q2 2026: 247Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions23$13.9M
Exits17$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
JPMorgan Chase & Co. — Add +5.2% 1,117 $1.4M
Sanctuary Advisors, LLC — Add +39.0% 1,152 $1.4M
Ameriprise Financial Inc. — Add +3.5% 995 $1.3M
Founders Capital Management, LLC — Reduce -2.0% 991 $1.3M
US Bancorp \de — Reduce -1.3% 980 $1.3M
Sequoia Financial Advisors, LLC — Reduce -0.6% 979 $1.3M
StoneX Group Inc. — Reduce -1.9% 979 $1.3M
Central Pacific Bank - Trust Division — No change 977 $1.3M
D.A. Davidson & Co. — Add +6.8% 944 $1.2M
Kelly Lawrence W & Associates Inc. — No change 887 $1.1M
LexAurum Advisors, LLC — Add +1.2% 869 $1.1M
JT Stratford LLC — Add +3.8% 839 $1.1M
Seelaus Asset Management LLC — No change 833 $1.1M
Scotia Capital Inc. — Add +6.5% 819 $1.1M
Chicago Partners Investment Group LLC — Reduce -3.3% 817 $1.0M
MeadowBrook Investment Advisors LLC — Reduce -0.7% 762 $977K
Van Hulzen Asset Management, LLC — No change 737 $945K
Aristotle Capital Management, LLC — No change 721 $924K
Paradigm Capital Management, LLC — — 696 $892K
NewEdge Wealth, LLC — Add +3.3% 690 $885K
Vestmark Advisory Solutions, Inc. — Reduce -0.5% 665 $853K
Chilton Capital Management LLC — No change 662 $849K
Pennsylvania Capital Management Inc. — Reduce -14.7% 660 $846K
BOS Asset Management, LLC — Reduce -1.5% 658 $844K
First Hawaiian Bank — Reduce -19.3% 649 $832K
Valeo Financial Advisors, LLC — Add +0.4% 81,943 $815K
Islay Capital Management, LLC — No change 635 $814K
Wedbush Securities Inc. — Add +1.2% 607 $778K
Susquehanna International Group, LLP — Add +179.4% 598 $767K
Bowman & Co S.C. — Add +1.0% 598 $766K
Ieq Capital, LLC — Add +46.8% 587 $753K
Whittier Trust Co. of Nevada Inc. — No change 540 $692K
Pathway Financial Advisers, LLC — No change 506 $649K
AlphaCore Capital LLC — Add +99.6% 505 $648K
Independent Wealth Network Inc. — No change 504 $646K
Ingalls & Snyder LLC — No change 503 $645K
Wambolt & Associates, LLC — No change 480 $615K
Fernwood Investment Management, LLC — No change 469 $601K
Cetera Investment Advisers — Add +2.0% 460 $589K
AlphaStar Capital Management, LLC — Reduce -11.8% 450 $577K
Marathon Trading Investment Management LLC — No change 444 $569K
Pekin Hardy Strauss, Inc. — No change 439 $563K
Comerica Bank — Reduce -4.6% 416 $533K
OneDigital Investment Advisors LLC — No change 416 $533K
Creative Planning — Reduce -18.4% 412 $528K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC — New 400 $513K
Crew Capital Management, Ltd — No change 385 $494K
Black Swift Group, LLC — Add +23.3% 370 $474K
WFA of San Diego, LLC — No change 367 $471K
Blair William & Co. — Reduce -0.8% 349 $447K
Two Sigma Securities, LLC — New 345 $442K
Marcum Wealth, LLC — Add +0.6% 328 $421K
Private Trust Co. NA — Add +48.2% 326 $418K
Independent Advisor Alliance — No change 320 $411K
Brown Advisory Inc. — Reduce -0.3% 314 $403K
Smith, Moore & Co. — Add +5.1% 310 $397K
Quest Investment Management LLC — No change 310 $396K
Aull & Monroe Investment Management Corp — No change 303 $389K
Westshore Wealth, LLC — Add +3.4% 301 $386K
&partners — New 288 $372K
ELCO Management Co., LLC — Add +9.5% 288 $369K
Level Four Advisory Services, LLC — Add +4.7% 292 $361K
Stratos Wealth Advisors, LLC — Add +0.7% 277 $355K
Wealth Enhancement Advisory Services, LLC — Add +5.8% 276 $354K
PFG Investments, LLC — No change 275 $353K
Captrust Financial Advisors — Add +1.1% 272 $349K
Newman Dignan & Sheerar, Inc. — Add +1.1% 286 $349K
Cresset Asset Management, LLC — No change 270 $346K
Bank of Montreal — Reduce -37.8% 270 $345K
RDA Financial Network — Add +14.9% 262 $336K
Whittier Trust Co. — Reduce -4.7% 261 $335K
Bank of Marin — No change 260 $333K
Choreo, LLC — Reduce -6.2% 259 $332K
GABELLI & Co INVESTMENT ADVISERS, INC. — No change 250 $321K
First Horizon Advisors, Inc. — No change 250 $321K
Evanson Asset Management, LLC — No change 250 $321K
Citadel Advisors — New 248 $318K
Chilton Investment Co. Inc. — No change 239 $306K
Avantax Advisory Services, Inc. — New 211 $271K
HB Wealth Management, LLC — No change 206 $264K
Berger Financial Group, Inc — Reduce -9.1% 201 $258K
Simplicity Wealth,LLC — No change 200 $256K
Kovack Advisors, Inc. — New 194 $249K
AQR Arbitrage LLC — Add +11.8% 190 $244K
Cerity Partners LLC — Reduce -30.8% 189 $242K
Northeast Financial Consultants Inc — No change 185 $237K
Montecito Bank & Trust — No change 185 $237K
Oppenheimer Asset Management Inc. — Reduce -2.7% 183 $235K
NewEdge Advisors, LLC — No change 175 $224K
Financial Advocates Investment Management — No change 172 $221K
Bridgewealth Advisory Group, LLC — No change 172 $221K
Riverview Trust Co — No change 167 $214K
Obermeyer Wealth Partners — New 165 $212K
Income Research & Management — New 165 $211K
Strategic Advisors LLC — New 164 $210K
Equitable Holdings, Inc. — New 162 $208K
Nelson Capital Management, LLC — New 160 $205K
Davis R M Inc. — New 156 $200K
PNC Financial Services Group, Inc. — Reduce -73.7% 152 $195K
Brown Brothers Harriman & Co. — No change 150 $192K
Cove Street Capital, LLC — No change 115 $147K
Federation des caisses Desjardins du Quebec — No change 103 $132K
Steward Partners Investment Advisory, LLC — Add +2.0% 101 $130K
Farther Finance Advisors, LLC — Add +180.6% 101 $130K
Powell Investment Advisors, LLC — No change 100 $128K
Hills Bank & Trust Co — No change 90 $115K
Allworth Financial LP — Add +138.9% 86 $110K
IMA Advisory Services, Inc. — New 85 $109K
Pinnacle Financial Partners Inc — Reduce -18.4% 84 $108K
Fifth Third Bancorp — No change 81 $104K
Cwm, LLC — No change 80 $103K
Northwestern Mutual Wealth Management Co. — Add +18.3% 71 $91K
Jones Financial Companies LLLP — Add +353.3% 68 $87K
Virtus Investment Advisers, LLC — Add +61.0% 66 $85K
IFP Advisors, Inc — Reduce -47.6% 55 $71K
Blue Trust, Inc. — New 58 $69K
BOK Financial Private Wealth, Inc. — No change 50 $64K
Franklin Resources Inc. — No change 48 $61K
Principal Securities, Inc. — No change 45 $58K
Logan Capital Management Inc. — No change 44 $56K
GPS Wealth Strategies Group, LLC — No change 38 $49K
Colonial Trust Advisors — No change 33 $42K
Union Savings Bank — No change 32 $41K
Lanark Financial, Inc. — No change 32 $41K
Millennium Management — New 28,000 $36K
Albion Financial Group — No change 25 $32K
Grove Bank & Trust — New 25 $32K
Global Financial Private Client, LLC — No change 25 $32K
McIlrath & Eck, LLC — No change 23 $30K
Geneos Wealth Management Inc. — New 23 $29K
Capital Investment Advisory Services, LLC — No change 20 $26K
Fortitude Family Office, LLC — New 20 $26K
GoalVest Advisory LLC — No change 15 $19K
Spire Wealth Management — No change 13 $17K
Glenmede Trust Co. NA — No change 10 $13K
Howe & Rusling Inc. — No change 10 $13K
Parallel Advisors, LLC — No change 10 $13K
Cornerstone Planning Group LLC — No change 10 $12K
Planning Capital Management Corp — No change 10 $12K
FAS Wealth Partners, Inc. — No change 9 $12K
EverSource Wealth Advisors, LLC — Add +40.0% 7 $9K
Activest Wealth Management — No change 7 $9K
GHP Investment Advisors, Inc. — No change 6 $8K
Center for Financial Planning, Inc. — No change 5 $6K
Hoese & Co LLP — No change 5 $6K
Asset Dedication, LLC — No change 3 $4K
Mascoma Wealth Management LLC — New 3 $4K
Jackson Hole Capital Partners, LLC — No change 3 $4K
American Capital Advisory, LLC — New 3 $4K
Huntington National Bank — Reduce -40.0% 3 $4K
Rothschild Investment LLC — No change 2 $3K
North Star Investment Management Corp. — No change 2 $3K
Glen Eagle Advisors, LLC — No change 2 $3K
Householder Group Estate & Retirement Specialist, LLC — No change 2 $2K
Lazard Asset Management LLC — No change 145 $1K

"% 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.