Notable Holders of Waddell & Reed Financial, Inc. (WDR)
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* Does Not Fully Represent All Holders
| Fund | Title | Shares | % Owned | Source |
|---|---|---|---|---|
| Fidelity Investments | CL A | 5,836,712 | 6.84% | 13F |
| VANGUARD GROUP INC | CL A | 3,959,027 | 4.64% | 13F |
| HERNDON CAPITAL MANAGEMENT | COMMON STOCK | 2,361,148 | 2.77% | 13F |
| ROYCE & ASSOCIATES LLC | CL A | 2,339,927 | 2.74% | 13F |
| BlackRock Institutional Trust Company, N.A. | CL A | 2,084,142 | 2.44% | 13F |
| FRONTIER CAPITAL MANAGEMENT CO LLC | COM | 2,060,758 | 2.42% | 13F |
| BlackRock Fund Advisors | CL A | 1,757,071 | 2.06% | 13F |
| PRICE T ROWE ASSOCIATES INC /MD/ | COMM STK | 1,623,201 | 1.90% | 13F |
| WESTFIELD CAPITAL MANAGEMENT CO LP | COM | 1,608,725 | 1.89% | 13F |
| Wellington | CL A | 1,414,921 | 1.66% | 13F |
| TIAA CREF INVESTMENT MANAGEMENT LLC | CL A | 1,401,418 | 1.64% | 13F |
| GABELLI FUNDS LLC | COM | 1,219,000 | 1.43% | 13F |
| DEUTSCHE BANK AG\ | CL A | 1,174,069 | 1.38% | 13F |
| KEELEY ASSET MANAGEMENT CORP | COM | 1,088,250 | 1.28% | 13F |
| DREMAN VALUE MANAGEMENT L L C | COM | 977,713 | 1.15% | 13F |
| BLACKROCK ADVISORS LLC | CL A | 866,273 | 1.02% | 13F |
| PINNACLE ASSOCIATES LTD | COM | 860,321 | 1.01% | 13F |
| NORTHERN TRUST CORP | COM | 816,478 | 0.96% | 13F |
| AMERIPRISE FINANCIAL INC | COM | 758,548 | 0.89% | 13F |
| Neuberger Berman Group LLC | COMMON STOCK | 744,966 | 0.87% | 13F |
| IRONBRIDGE CAPITAL MANAGEMENT LP | COM | 726,903 | 0.85% | 13F |
| GAMCO Investors | COM | 596,000 | 0.70% | 13F |
| REGIONS FINANCIAL CORP | COM | 559,867 | 0.66% | 13F |
| Alyeska Investment Group, L.P. | CL A | 546,576 | 0.64% | 13F |
| WELLS FARGO & CO/MN | NONE PROVIDED | 538,569 | 0.63% | 13F |
| NEW YORK STATE COMMON RETIREMENT FUND | COMMON STOCK | 510,684 | 0.60% | 13F |
| RENAISSANCE TECHNOLOGIES LLC | CL A | 499,800 | 0.59% | 13F |
| LAZARD ASSET MANAGEMENT LLC | COMMON STOCK | 469,470 | 0.55% | 13F |
| Epoch Investment Partners Inc. | CL A | 438,919 | 0.51% | 13F |
| SCHRODER INVESTMENT MANAGEMENT GROUP | COM | 424,600 | 0.50% | 13F |
| JACOBS LEVY EQUITY MANAGEMENT INC | CL A | 378,423 | 0.44% | 13F |
| FIDUCIARY MANAGEMENT ASSOCIATES LLC | COM | 356,490 | 0.42% | 13F |
| Goldman Sachs Asset Management, L.P. | CMN | 328,558 | 0.39% | 13F |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 317,547 | 0.37% | 13F | |
| INVESTMENT COUNSELORS OF MARYLAND LLC | COM | 313,700 | 0.37% | 13F |
| HAHN CAPITAL MANAGEMENT LLC | COM | 312,571 | 0.37% | 13F |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | CL A | 286,813 | 0.34% | 13F |
| GEODE CAPITAL MANAGEMENT LLC | CL A | 263,802 | 0.31% | 13F |
| BlackRock Investment Management, LLC | CL A | 231,621 | 0.27% | 13F |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | * WADDELL & REED FINL | 226,436 | 0.27% | 13F |
| Boston Advisors | COM | 222,518 | 0.26% | 13F |
| RUSSELL FRANK CO/ | COMMON STOCKS | 219,925 | 0.26% | 13F |
| OPPENHEIMER & CO INC | CL A | 214,950 | 0.25% | 13F |
| MILLENNIUM MANAGEMENT LLC | CL A | 205,940 | 0.24% | 13F |
| CREDIT SUISSE AG/ | CL A | 201,330 | 0.24% | 13F |
| Employees Retirement System of Texas | CL A | 188,770 | 0.22% | 13F |
| AMERICAN INTERNATIONAL GROUP INC | COM | 187,804 | 0.22% | 13F |
| BlackRock Group LTD | CL A | 182,480 | 0.21% | 13F |
| SCOUT INVESTMENTS, INC. | COM | 176,875 | 0.21% | 13F |
| FIRST INVESTORS MANAGEMENT CO INC | CSD | 175,000 | 0.21% | 13F |
| TFS CAPITAL LLC | CL A | 174,336 | 0.20% | 13F |
| PRINCIPAL FINANCIAL GROUP INC | CL A | 171,822 | 0.20% | 13F |
| MORGAN STANLEY | COM | 161,173 | 0.19% | 13F |
| AQR CAPITAL MANAGEMENT LLC | CL A | 159,610 | 0.19% | 13F |
| LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC | COM | 158,981 | 0.19% | 13F |
| GUGGENHEIM CAPITAL LLC | CL A | 152,829 | 0.18% | 13F |
| OMERS ADMINISTRATION CORP | CLASS A | 149,100 | 0.17% | 13F |
| ING INVESTMENT MANAGEMENT CO | CL A | 144,090 | 0.17% | 13F |
| Manulife Asset Management (North America) Ltd | CL A | 129,830 | 0.15% | 13F |
| Highbridge Capital | COMMON | 129,650 | 0.15% | 13F |
| STATE OF WISCONSIN INVESTMENT BOARD | CL A | 118,131 | 0.14% | 13F |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | COM | 116,628 | 0.14% | 13F |
| Clearbridge Advisors, LLC | CL A | 109,122 | 0.13% | 13F |
| SCHWAB CHARLES INVESTMENT MANAGEMENT INC | CL A | 106,519 | 0.12% | 13F |
| BMO FINANCIAL CORP | CL A | 100,012 | 0.12% | 13F |
| DIMENSIONAL FUND ADVISORS LP | CLA | 99,470 | 0.12% | 13F |
| TWO SIGMA INVESTMENTS LLC | CL A | 95,933 | 0.11% | 13F |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | COM | 94,723 | 0.11% | 13F |
| PARAMETRIC PORTFOLIO ASSOCIATES | Common Stock | 93,091 | 0.11% | 13F |
| JPMORGAN CHASE & CO | COMMON | 92,094 | 0.11% | 13F |
| TEACHERS ADVISORS INC | CL A | 91,621 | 0.11% | 13F |
| NICHOLAS CO INC /WI | 90,370 | 0.11% | 13F | |
| COMERICA BANK | COM | 85,388 | 0.10% | 13F |
| OLD MUTUAL ASSET MANAGERS UK LTD | CL A | 72,854 | 0.09% | 13F |
| BlackRock Inc. | CL A | 71,501 | 0.08% | 13F |
| BRYN MAWR CAPITAL MANAGEMENT INC | COM | 57,191 | 0.07% | 13F |
| Greystone Managed Investments Inc. | CL A | 55,229 | 0.06% | 13F |
| JENNISON ASSOCIATES LLC | CL A | 50,710 | 0.06% | 13F |
| SAC Capital | COMMON | 50,245 | 0.06% | 13F |
| Invesco Ltd. | COMMON | 50,076 | 0.06% | 13F |
| Bridgewater Associates, LP | CL A | 48,689 | 0.06% | 13F |
| STATE TREASURER STATE OF MICHIGAN | CL A | 44,700 | 0.05% | 13F |
| ROYAL BANK OF CANADA \ | CL A | 37,876 | 0.04% | 13F |
| NEW AMSTERDAM PARTNERS LLC/NY | COM | 37,553 | 0.04% | 13F |
| GSA CAPITAL PARTNERS LLP | CL A | 37,141 | 0.04% | 13F |
| Gotham Asset Management, LLC | CL A | 35,973 | 0.04% | 13F |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | COMMON | 35,202 | 0.04% | 13F |
| MASON STREET ADVISORS LLC | CL A | 32,700 | 0.04% | 13F |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | CL A | 31,500 | 0.04% | 13F |
| ARONSON & JOHNSON & ORTIZ, LP | COM | 30,700 | 0.04% | 13F |
| SHELL ASSET MANAGEMENT CO | CL A | 30,549 | 0.04% | 13F |
| Liberty Mutual Group Asset Management Inc. | CL A | 30,544 | 0.04% | 13F |
| KBC Group NV | CL A | 28,498 | 0.03% | 13F |
| KLINGENSTEIN FIELDS & CO LLC | COM | 28,349 | 0.03% | 13F |
| FIL Ltd | CL A | 28,040 | 0.03% | 13F |
| BARCLAYS PLC | COM | 27,649 | 0.03% | 13F |
| FBR & Co. | COM | 27,000 | 0.03% | 13F |
| VIRGINIA RETIREMENT SYSTEMS ET AL | CL A | 26,900 | 0.03% | 13F |
| LEAVELL INVESTMENT MANAGEMENT, INC. | COM | 26,770 | 0.03% | 13F |
| STONEBRIDGE CAPITAL MANAGEMENT INC | COM | 25,085 | 0.03% | 13F |
| ARGENT CAPITAL MANAGEMENT LLC | 24,155 | 0.03% | 13F | |
| Citadel | CMN | 22,734 | 0.03% | 13F |
| FIRST TRUST ADVISORS LP | CL A | 22,537 | 0.03% | 13F |
| Numeric Investors LLC | COMM | 21,900 | 0.03% | 13F |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 21,188 | 0.02% | 13F | |
| AMERICAN NATIONAL INSURANCE CO /TX/ | COM | 20,700 | 0.02% | 13F |
| JEFFERIES GROUP INC /DE/ | CL A | 20,186 | 0.02% | 13F |
| CHICAGO EQUITY PARTNERS LLC | CL A | 18,500 | 0.02% | 13F |
| GLOBEFLEX CAPITAL L P | COM | 18,130 | 0.02% | 13F |
| JANUS CAPITAL MANAGEMENT LLC | COM | 18,000 | 0.02% | 13F |
| GREENWAY TRADING LLC | COM | 17,800 | 0.02% | 13F |
| SYMPHONY ASSET MANAGEMENT LLC | COM | 17,003 | 0.02% | 13F |
| BANK OF OKLAHOMA NATIONAL ASSOCIATION / | CL A | 16,892 | 0.02% | 13F |
| MUNDER CAPITAL MANAGEMENT | COM | 16,890 | 0.02% | 13F |
| World Asset Management Inc | COM | 16,794 | 0.02% | 13F |
| PEAK6 Investments, L.P. (PUT) | CL A | 16,200 | 0.02% | 13F |
| TWO SIGMA ADVISERS, LLC | COM | 16,068 | 0.02% | 13F |
| SUNTRUST BANKS INC | OM | 15,301 | 0.02% | 13F |
| CITIGROUP INC | CL A | 14,453 | 0.02% | 13F |
| KBW, Inc. | CL A | 14,000 | 0.02% | 13F |
| ENVESTNET ASSET MANAGEMENT INC | COM | 13,848 | 0.02% | 13F |
| JENSEN INVESTMENT MANAGEMENT INC | COM | 13,680 | 0.02% | 13F |
| DSM CAPITAL PARTNERS LLC | COMMON STOCKS | 13,535 | 0.02% | 13F |
| Rafferty Asset Management, LLC | CL A | 12,935 | 0.02% | 13F |
| Aperio Group, LLC | COMMON | 12,798 | 0.02% | 13F |
| Heathbridge Capital Management Ltd. | CL A | 11,900 | 0.01% | 13F |
| ALLSTATE CORP | COMMON | 11,740 | 0.01% | 13F |
| GANNETT WELSH & KOTLER | COMMON | 11,738 | 0.01% | 13F |
| Spot Trading L.L.C (CALL) | CL A | 11,500 | 0.01% | 13F |
| FIRST MERCANTILE TRUST CO | COMMON STOCK USD.01 | 11,450 | 0.01% | 13F |
| HBK INVESTMENTS L P | CL A | 10,300 | 0.01% | 13F |
| DIAMONDBACK CAPITAL MANAGEMENT, LLC | CL A | 10,206 | 0.01% | 13F |
| THRIVENT FINANCIAL FOR LUTHERANS | CL A | 10,040 | 0.01% | 13F |
