Wells Fargo & Company (wfc 7.5 Perp L)Preferred / convertible
13F holders, Q3 2025 (September 30)248holders −21
10new positions
26sold out
$479.40avg. 13F price*
At the end of Q3 2025, 248 institutions reported holding Wells Fargo & Company (wfc 7.5 Perp L) in their 13F filings, down 21 from Q2 2025. 10 opened new positions and 26 sold out. The largest holders were Voya Investment Management LLC ($729.1M), BlackRock, Inc. ($360.1M) and Advent Capital Management ($215.8M).
- 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $2.8M |
| Exits | 26 | $22.3M |
All 13F filers, Q2 2025 → Q3 2025: 60,598 shares bought and 157,644 shares sold, net −97,046 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 248 holders
| Voya Investment Management LLC | — | Add +1.7% | 590,738 | $729.1M |
| BlackRock, Inc. | — | Add +1.1% | 291,715 | $360.1M |
| Advent Capital Management | — | Reduce -2.8% | 175,046 | $215.8M |
| First Trust Advisors LP | — | No change | 158,755 | $195.9M |
| Victory Capital Management Inc. | — | Reduce -2.6% | 69,788 | $86.1M |
| Stonebridge Advisors LLC | — | Add +2.2% | 64,601 | $79.8M |
| Invesco Ltd. | — | No change | 61,690 | $76.1M |
| Manufacturers Life Insurance Company, The | — | Reduce -3.3% | 57,626 | $71.4M |
| State Street Corp. | — | Add +3.0% | 54,414 | $67.3M |
| Allianz Asset Management GmbH | — | No change | 53,940 | $66.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | Add +3.3% | 51,349 | $63.4M |
| Morgan Stanley | — | Add +4.1% | 48,215 | $59.5M |
| Nuveen, LLC | — | Reduce -0.2% | 46,325 | $57.2M |
| FMR LLC | — | Reduce -11.0% | 42,842 | $52.9M |
| Wellington Management Group LLP | — | Add +517.0% | 36,158 | $44.7M |
| Bank of America Corp. | — | Reduce -0.5% | 30,584 | $37.7M |
| Camden Asset Management L P | — | Reduce -9.4% | 28,305 | $35.0M |
| Pier 88 Investment Partners LLC | — | Add +0.1% | 21,682 | $26.8M |
| First Eagle Investment Management, LLC | — | No change | 20,691 | $25.5M |
| Focus Partners Wealth | — | Reduce -1.0% | 18,071 | $22.3M |
| Ssi Investment Management LLC | — | Reduce -0.4% | 18,011 | $22.3M |
| MacKay Shields LLC | — | Reduce -2.4% | 15,404 | $19.1M |
| Galvin, Gaustad & Stein, LLC | — | Add +9.8% | 13,435 | $16.6M |
| New England Asset Management Inc. | — | No change | 13,275 | $16.4M |
| New York State Common Retirement Fund | — | Reduce -31.6% | 13,065 | $16.1M |
| KCM Investment Advisors LLC | — | Add +0.8% | 11,730 | $14.5M |
| Cohen & Steers, Inc. | — | No change | 9,386 | $11.6M |
| Palisade Capital Management, LP | — | Reduce -0.4% | 8,788 | $10.8M |
| Stratos Wealth Partners, LTD. | — | Add +1.1% | 8,659 | $10.7M |
| Stifel Financial Corp. | — | Add +7.3% | 8,452 | $10.4M |
| Raymond James Financial Inc. | — | Reduce -1.0% | 8,381 | $10.3M |
| Alliancebernstein L.P. | — | Reduce -4.1% | 8,242 | $10.2M |
| Rational Advisors, Inc. | — | No change | 8,200 | $10.1M |
| RB Capital Management, LLC | — | Add +0.2% | 8,138 | $10.0M |
| Crawford Investment Counsel Inc. | — | Reduce -0.2% | 7,896 | $9.8M |
| First Manhattan Co. Llc. | — | Add +0.6% | 7,440 | $9.2M |
| LPL Financial LLC | — | Add +6.3% | 7,289 | $9.0M |
| Kestra Advisory Services, LLC | — | Reduce -31.5% | 6,929 | $8.6M |
| UBS Group AG | — | Reduce -8.3% | 6,869 | $8.5M |
| Citigroup Inc. | — | Add +0.5% | 6,491 | $8.0M |
| Conning Inc. | — | No change | 6,065 | $7.5M |
| Penn Mutual Asset Management | — | No change | 6,000 | $7.4M |
| Commonwealth Equity Services, LLC | — | Add +2.0% | 5,435 | $6.7M |
| Baird Financial Group, Inc. | — | Add +2.0% | 5,378 | $6.6M |
| Western Asset Management Company, LLC | — | No change | 4,965 | $6.1M |
| Hudson Capital Management LLC | — | Add +1.1% | 4,731 | $5.8M |
| Phraction Management LLC | — | No change | 4,665 | $5.8M |
| Wells Fargo & Company | — | Reduce -2.8% | 4,651 | $5.7M |
| Knightsbridge Asset Management, LLC | — | Reduce -30.7% | 4,019 | $5.0M |
| Norris Perne & French LLP | — | Reduce -9.2% | 3,886 | $4.8M |
| Mariner, LLC | — | Add +2.6% | 3,799 | $4.7M |
| Russell Investments Group, Ltd. | — | No change | 3,639,000 | $4.5M |
| Spectrum Asset Management, Inc. | — | No change | 3,487 | $4.3M |
| LM Advisors LLC | — | Add +0.5% | 3,458 | $4.3M |
| Cambridge Investment Research Advisors, Inc. | — | Reduce -3.9% | 3,410 | $4.2M |
| Laffer Tengler Investments, Inc. | — | Add +0.3% | 3,310 | $4.1M |
| Goldman Sachs Group Inc. | — | No change | 3,280 | $4.0M |
| Envestnet Asset Management Inc. | — | Add +1.8% | 3,057 | $3.8M |
| Edgemoor Investment Advisors, Inc. | — | Reduce -2.8% | 3,034 | $3.7M |
| Seven Springs Wealth Group, LLC | — | Add +8.7% | 3,016 | $3.7M |
| Deroy & Devereaux Private Investment Counsel Inc. | — | Reduce -0.3% | 3,009 | $3.7M |
| Curi Capital, LLC | — | Add +20.8% | 2,465 | $3.0M |
| Janney Montgomery Scott LLC | — | Reduce -0.4% | 2,457 | $3.0M |
| Corient Private Wealth LP | — | Add +13.0% | 2,418 | $3.0M |
| Bessemer Group Inc. | — | No change | 2,271 | $2.8M |
| Neuberger Berman Group LLC | — | Add +4.8% | 2,174 | $2.7M |
| Calamos Advisors LLC | — | Reduce -3.5% | 2,083 | $2.6M |
| NorthCoast Asset Management LLC | — | Reduce -4.0% | 2,070 | $2.6M |
| Summitry LLC | — | Reduce -1.3% | 1,995 | $2.5M |
| CIBC Private Wealth Group LLC | — | No change | 1,940 | $2.4M |
| JRM Investment Counsel, LLC | — | Reduce -10.0% | 1,889 | $2.3M |
| Montag A & Associates Inc. | — | No change | 1,854 | $2.3M |
| Osaic Holdings, Inc. | — | Add +35.6% | 1,746 | $2.1M |
| McHugh Group, LLC | — | Reduce -1.2% | 1,634 | $2.0M |
| National Bank of Canada | — | Reduce -3.0% | 1,598 | $2.0M |
| Farther Finance Advisors, LLC | — | Add +103.0% | 1,575 | $1.9M |
| JT Stratford LLC | — | Add +6.8% | 1,536 | $1.9M |
| Truist Financial Corp. | — | Add +7.7% | 1,514 | $1.9M |
| Magnus Financial Group LLC | — | Add +10.7% | 1,512 | $1.9M |
| Wilmington Savings Fund Society, FSB | — | Reduce -2.8% | 1,494 | $1.8M |
| Icon Advisers Inc. | — | Add +31.2% | 1,459 | $1.8M |
| Keystone Financial Group | — | Reduce -51.2% | 1,350 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | — | Reduce -2.9% | 1,317 | $1.7M |
| Agf Management Ltd. | — | Reduce -23.5% | 1,300 | $1.6M |
| Wittenberg Investment Management, Inc. | — | Reduce -1.6% | 1,274 | $1.6M |
| Sei Investments Co. | — | Reduce -0.2% | 1,214 | $1.5M |
| Chilton Investment Co. Inc. | — | Add +42.4% | 1,209 | $1.5M |
| Bowie Capital Management, LLC | — | No change | 1,200 | $1.5M |
| Sanctuary Advisors, LLC | — | Add +22.5% | 1,148 | $1.4M |
| Asset Allocation & Management Company, LLC | — | No change | 1,100 | $1.4M |
| Ameriprise Financial Inc. | — | Add +9.6% | 1,086 | $1.3M |
| Marathon Capital Management | — | No change | 1,047 | $1.3M |
| Schroder Investment Management Group | — | No change | 1,039 | $1.3M |
| Rockefeller Capital Management L.P. | — | New | 1,037 | $1.3M |
| Schnieders Capital Management, Llc. | — | — | 1,033 | $1.3M |
| D.A. Davidson & Co. | — | Add +4.1% | 1,026 | $1.3M |
| LexAurum Advisors, LLC | — | Add +0.3% | 973 | $1.2M |
| Paradigm Capital Management, LLC | — | Reduce -12.9% | 961 | $1.2M |
| Benson Investment Management Company, Inc. | — | Add +2.1% | 960 | $1.2M |
| StoneX Group Inc. | — | Add +3.6% | 947 | $1.2M |
"% 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.