WADDELL & REED FINANCIAL INC

13F Filings History

Latest 13F report: Q1 2021 - May 12, 2021
Value $: $48.6B
Signature - Title: JJ Richie - Attorney-In-Fact
Location: Overland Park, KS
Summary: This page shows a list of all the recent 13F filings made by WADDELL & REED FINANCIAL INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WADDELL & REED FINANCIAL INC reported 475 stock holdings with total value $48.6B as of Q1 2021. Top holdings included MSFT, AAPL, AMZN, META, and GOOGL.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q1 2021	475	$48.6B	+$4.27B	-$4.6B	-$334M	MSFT, AAPL, AMZN, META, GOOGL	13F-HR	5/12/2021, 04:15 PM
Q4 2020	475	$47.1B	+$3.36B	-$4.28B	-$923M	MSFT, AAPL, AMZN, META, GOOGL	13F-HR	2/12/2021, 04:17 PM
Q3 2020	457	$41.6B	+$4.43B	-$3.7B	+$730M	MSFT, AAPL, AMZN, META, CERN	13F-HR	11/13/2020, 04:16 PM
Q2 2020	453	$38.7B	+$3.15B	-$3.35B	-$200M	MSFT, AAPL, AMZN, META, CERN	13F-HR	8/14/2020, 04:20 PM
Q1 2020	433	$30.7B	+$2.79B	-$5.2B	-$2.4B	MSFT, AAPL, AMZN, META, CERN	13F-HR	5/15/2020, 04:15 PM
Q4 2019	447	$40.3B	+$2.5B	-$4.6B	-$2.1B	MSFT, AAPL, META, GOOGL, AMZN	13F-HR	2/14/2020, 04:20 PM
Q3 2019	449	$38.7B	+$3.33B	-$4.88B	-$1.55B	MSFT, AAPL, META, AMZN, GOOGL	13F-HR	11/14/2019, 04:19 PM
Q2 2019	479	$40.4B	+$3.25B	-$5.48B	-$2.23B	MSFT, AAPL, AMZN, BABA, GOOGL	13F-HR	8/14/2019, 04:15 PM
Q1 2019	490	$40.4B	+$4.4B	-$5.09B	-$690M	MSFT, AAPL, GOOGL, BABA, AMZN	13F-HR	5/15/2019, 04:18 PM
Q4 2018	487	$35.3B	+$4.06B	-$6.5B	-$2.44B	MSFT, AAPL, GOOGL, AMZN, UNH	13F-HR	2/14/2019, 04:22 PM
Q3 2018	538	$45.1B	+$3.89B	-$4.96B	-$1.07B	MSFT, AAPL, AMZN, GOOGL, V	13F-HR	11/14/2018, 04:19 PM
Q2 2018	535	$43.2B	+$4.04B	-$7B	-$2.96B	MSFT, AAPL, AMZN, BABA, META	13F-HR	8/14/2018, 04:16 PM
Q1 2018	525	$44B	+$3.54B	-$5.56B	-$2.02B	MSFT, AAPL, AMZN, BABA, MU	13F-HR	5/15/2018, 04:15 PM
Q4 2017	520	$45.1B	+$3.36B	-$5.48B	-$2.12B	MSFT, AAPL, META, GOOGL, HD	13F-HR	2/14/2018, 04:20 PM
Q3 2017	515	$44.9B	+$3.39B	-$6.57B	-$3.18B	MSFT, AAPL, META, BABA, GOOGL	13F-HR	11/14/2017, 04:23 PM
Q2 2017	531	$45.4B	+$3.83B	-$6.87B	-$3.04B	MSFT, META, GOOGL, PM, BABA	13F-HR	8/14/2017, 04:19 PM
Q1 2017	532	$47B	+$5.27B	-$6.39B	-$1.12B	MSFT, META, GOOGL, AAPL, PM	13F-HR	5/15/2017, 04:19 PM
Q4 2016	559	$45.6B	+$6.02B	-$8.89B	-$2.88B	MSFT, HAL, SHPG, GOOGL, JPM	13F-HR	2/14/2017, 04:00 PM
Q3 2016	581	$48.3B	+$4.2B	-$6.07B	-$1.87B	MSFT, META, SHPG, TEVA, AGN	13F-HR	11/14/2016, 04:34 PM
Q2 2016	578	$47.5B	+$3.15B	-$9.66B	-$6.51B	MSFT, TEVA, META, HAL, PM	13F-HR	8/12/2016, 04:15 PM
Q1 2016	587	$53.3B	+$3.92B	-$10.4B	-$6.53B	MSFT, GOOGL, TEVA, META, HD	13F-HR	5/13/2016, 04:15 PM
Q4 2015	612	$61.7B	+$6.3B	-$8.85B	-$2.54B	MSFT, HD, AGN, GOOGL, TEVA	13F-HR	2/12/2016, 04:26 PM
Q3 2015	605	$60.8B	+$8.05B	-$9.8B	-$1.75B	HD, MSFT, AGN, CTSH, C	13F-HR	11/13/2015, 04:15 PM
Q2 2015	573	$69.8B	+$10.6B	-$12.1B	-$1.47B	MSFT, C, AGN, CTSH, BFH	13F-HR	8/14/2015, 04:15 PM
Q1 2015	561	$72B	+$7.42B	-$8.84B	-$1.42B	AAPL, B108PS, BFH, AMAT, C	13F-HR	5/15/2015, 04:44 PM
Q4 2014	555	$72.1B	+$7.97B	-$9.93B	-$1.96B	AAPL, AMAT, MSFT, C, BFH	13F-HR	2/13/2015, 04:01 PM
Q3 2014	531	$72.2B	+$11.9B	-$6.57B	+$5.36B	AAPL, AMAT, LVS, MSFT, C	13F-HR	11/14/2014, 04:15 PM
Q2 2014	1	$809M	$0	$0		PNR	New Holdings	8/20/2014, 04:15 PM
Q2 2014	533	$68.3B	+$12B	-$10.8B	+$1.25B	LVS, AMAT, BFH, AAPL, MU	13F-HR	8/14/2014, 04:15 PM
Q1 2014	537	$65.9B	+$9.83B	-$5.96B	+$3.86B	WYNN, CBS, AMAT, PM, PSX	13F-HR	5/15/2014, 04:33 PM
Q4 2013	554	$62.2B	$0	$0		WYNN, CBS, PSX, PM, AAPL	13F-HR	2/14/2014, 05:06 PM

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