Latest Period
n/a
Security Snapshot
WADDELL & REED FINL INC - CL A (WDR) Institutional Ownership
CUSIP: 930059100
13F Institutional Holders and Ownership History from Q1 2014 to Q3 2021
Institutions Reporting
Shares (Excl. Options)
Price
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- Security type / class
- Equity / CL A
- Symbol
- WDR
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- WDR - WADDELL & REED FINL INC - CL A is tracked under CUSIP 930059100.
- Latest finished 13F holder period is not available.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 1 to 0 between Q2 2021 and Q3 2021.
- SEC-reported value moved from $216,000 to $0.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Schedule 13D/G
Open SEC evidence
Ownership context comes from Schedule 13D/G and available holder history for this CUSIP.
Security key
930059100
Latest holder period
n/a
13F holders
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 930059100:
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
31
Latest
n/a
Rows shown
1-25 of 31
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2021 Q3 | 0 | $0 | -$216,000 | 0 | |
| 2021 Q2 | 8,639 | $216,000 | -$1,343,528,136 | $25.00 | 1 |
| 2021 Q1 | 53,912,510 | $1,350,546,142 | -$103,140,022 | $25.05 | 197 |
| 2020 Q4 | 58,130,420 | $1,480,543,003 | -$289,600,411 | $25.47 | 219 |
| 2020 Q3 | 71,746,764 | $1,065,987,947 | -$42,569,912 | $14.85 | 209 |
| 2020 Q2 | 74,393,178 | $1,153,020,793 | +$22,061,447 | $15.51 | 218 |
| 2020 Q1 | 73,225,766 | $833,388,339 | -$49,464,582 | $11.38 | 206 |
| 2019 Q4 | 77,107,612 | $1,284,546,399 | -$27,467,705 | $16.72 | 219 |
| 2019 Q3 | 79,187,135 | $1,356,662,458 | +$24,264,217 | $17.18 | 232 |
| 2019 Q2 | 77,942,082 | $1,294,253,779 | -$7,241,310 | $16.67 | 231 |
| 2019 Q1 | 78,617,450 | $1,355,529,033 | -$21,151,753 | $17.29 | 241 |
| 2018 Q4 | 79,695,551 | $1,438,394,261 | -$35,339,678 | $18.08 | 238 |
| 2018 Q3 | 81,217,220 | $1,719,404,206 | +$31,960,728 | $21.18 | 242 |
| 2018 Q2 | 79,787,112 | $1,433,803,630 | -$49,784,107 | $17.97 | 232 |
| 2018 Q1 | 82,267,094 | $1,662,550,747 | -$36,497,458 | $20.21 | 248 |
| 2017 Q4 | 83,956,394 | $1,875,696,002 | +$25,963,650 | $22.34 | 231 |
| 2017 Q3 | 82,504,276 | $1,655,124,739 | +$16,531,823 | $20.07 | 212 |
| 2017 Q2 | 81,795,866 | $1,545,353,818 | +$97,035,929 | $18.88 | 212 |
| 2017 Q1 | 76,883,380 | $1,307,143,578 | +$302,273,845 | $17.00 | 223 |
| 2016 Q4 | 73,709,365 | $1,438,067,098 | +$87,475,032 | $19.51 | 246 |
| 2016 Q3 | 69,309,115 | $1,257,936,586 | -$6,025,930 | $18.16 | 232 |
| 2016 Q2 | 69,683,573 | $1,199,658,327 | -$4,642,281 | $17.22 | 237 |
| 2016 Q1 | 71,392,312 | $1,678,446,673 | -$22,558,520 | $23.54 | 246 |
| 2015 Q4 | 71,348,186 | $2,044,597,546 | -$45,772,101 | $28.66 | 278 |
| 2015 Q3 | 72,144,471 | $2,508,583,928 | -$59,384,005 | $34.77 | 278 |