DOSSIER · 13F Holders · Q2 2026Financial Services · Banks - Diversified
WFC 7.5 PERP L

WELLS FARGO CO NEW

277 institutions still hold WELLS FARGO CO NEW as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 949746804·Banks - Diversified·277 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$2.2B
visible holders
Holders
277
filers reporting
Concentration
30.72%
VOYA INVESTMENT MANAGEMENT LLC #1
top holder share
AI Holders Summary · Q2 2026

277 institutions reported WFC 7.5 PERP L in Q2 2026. VOYA INVESTMENT MANAGEMENT LLC leads at 30.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
VOYA INVESTMENT MANAGEMENT LLC
CIK 0001068837
$665M575K0.57%Q2 2026
02
BlackRock, Inc.
CIK 0002012383
$313M270K0.00%Q2 2026
03
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$183M159K0.11%Q2 2026
04
ADVENT CAPITAL MANAGEMENT /DE/
CIK 0001097278
$177M152K3.96%Q2 2026
05
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$86M74K0.05%Q2 2026
06
STATE STREET CORP
CIK 0000093751
$69M60K0.00%Q2 2026
07
STONEBRIDGE ADVISORS LLC
CIK 0001367441
$69M60K83.27%Q2 2026
08
MANUFACTURERS LIFE INSURANCE COMPANY, THE
CIK 0000928047
$66M57K0.05%Q2 2026
09
Allianz Asset Management GmbH
CIK 0001535323
$62M54K0.06%Q2 2026
10
First Eagle Investment Management, LLC
CIK 0001325447
$60M51K0.05%Q2 2026
11
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
CIK 0001705339
$54M47K0.06%Q2 2026
12
Invesco Ltd.
CIK 0000914208
$53M46K0.00%Q2 2026
13
Nuveen, LLC
CIK 0001871926
$52M45K0.01%Q2 2026
14
MORGAN STANLEY
CIK 0000895421
$49M42K0.00%Q2 2026
15
FMR LLC
CIK 0000315066
$48M41K0.00%Q2 2026
16
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$40M34K0.01%Q2 2026
17
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$35M30K0.07%Q1 2026
18
BANK OF AMERICA CORP /DE/
CIK 0000070858
$33M29K0.00%Q2 2026
19
Focus Partners Wealth
CIK 0001542153
$30M26K0.03%Q2 2026
20
Verition Fund Management LLC
CIK 0001454027
$22M19.1M0.11%Q2 2026
Page 1 of 14
257 more holders available. Log in →