WELLS FARGO & CO (WFCPRL)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
239
Reporting holders
$2.5B
Reported value
0.0%
Held as options
-8
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| VOYA INVESTMENT MANAGEMENT LLC | $665.0M | 574,721 | 0.58% | 17q | +1.1%+$7.2M |
| BlackRock, Inc. | $312.6M | 270,223 | 0.00% | 8q | -7.8%-$26.6M |
| FIRST TRUST ADVISORS LP | $183.4M | 158,555 | 0.11% | 19q | HELD |
| ADVENT CAPITAL MANAGEMENT /DE/ | $176.6M | 152,080 | 3.96% | 19q | +2.6%+$4.5M |
| VICTORY CAPITAL MANAGEMENT INC | $85.6M | 74,026 | 0.05% | 19q | +8.1%+$6.4M |
| STATE STREET CORP | $69.3M | 59,858 | 0.00% | 19q | +19.1%+$11.1M |
| STONEBRIDGE ADVISORS LLC | $69.1M | 59,744 | 83.27% | 19q | -3.1%-$2.2M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $65.6M | 56,500 | 0.05% | 19q | -1.8%-$1.2M |
| Allianz Asset Management GmbH | $62.4M | 53,940 | 0.06% | 19q | HELD |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $54.1M | 46,731 | 0.06% | 9q | HELD |
| Invesco Ltd. | $53.2M | 46,014 | 0.00% | 19q | HELD |
| Nuveen, LLC | $52.4M | 45,288 | 0.01% | 6q | -2.2%-$1.2M |
| MORGAN STANLEY | $48.6M | 41,968 | 0.00% | 19q | -9.7%-$5.2M |
| FMR LLC | $47.5M | 41,074 | 0.00% | 19q | -4.1%-$2.0M |
| Verition Fund Management LLC | $44.4M | 38,258,000 | 0.11% | 2q | +498.3%+$37.0M |
| WELLINGTON MANAGEMENT GROUP LLP | $39.6M | 34,207 | 0.01% | 17q | -4.8%-$2.0M |
| BANK OF AMERICA CORP /DE/ | $33.0M | 28,528 | 0.00% | 19q | -1.1%-$377.2K |
| Focus Partners Wealth | $30.0M | 25,922 | 0.03% | 9q | +3.6%+$1.0M |
| First Eagle Investment Management, LLC | $29.8M | 25,741 | 0.05% | 19q | HELD |
| ROYAL BANK OF CANADA | $21.1M | 18,266 | 0.00% | 19q | -3.6%-$799.5K |
| SSI INVESTMENT MANAGEMENT LLC | $19.4M | 16,774 | 1.13% | 19q | -9.0%-$1.9M |
| PIER 88 INVESTMENT PARTNERS LLC | $18.8M | 16,280 | 4.48% | 17q | -40.1%-$12.6M |
| MacKay Shields LLC | $17.1M | 14,748 | 0.57% | 19q | HELD |
| NEW ENGLAND ASSET MANAGEMENT INC | $15.4M | 13,275 | 1.78% | 19q | HELD |
| Galvin, Gaustad & Stein, LLC | $15.3M | 13,266 | 1.13% | 19q | +2.1%+$319.3K |
| KCM INVESTMENT ADVISORS LLC | $12.6M | 10,887 | 0.37% | 19q | -2.1%-$264.9K |
| CAMDEN ASSET MANAGEMENT L P /CA | $12.3M | 10,594 | 0.36% | 19q | +904.2%+$11.0M |
| Stratos Wealth Partners, LTD. | $11.3M | 9,738 | 0.11% | 18q | +4.1%+$443.1K |
| UBS Group AG | $10.5M | 9,118 | 0.00% | 19q | +2.0%+$204.8K |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | $9.8M | 8,294 | 0.67% | 28q | +99.5%+$4.9M |
| CRAWFORD INVESTMENT COUNSEL INC | $9.8M | 8,465 | 0.16% | 19q | HELD |
| RAYMOND JAMES FINANCIAL INC | $9.5M | 8,253 | 0.00% | 7q | HELD |
| STIFEL FINANCIAL CORP | $9.5M | 8,207 | 0.01% | 19q | -11.5%-$1.2M |
| RATIONAL ADVISORS, INC. | $9.5M | 8,200 | 0.87% | 13q | -50.0%-$9.5M |
| RB Capital Management, LLC | $9.4M | 8,167 | 1.84% | 19q | -1.0%-$91.4K |
| LPL Financial LLC | $9.4M | 8,124 | 0.00% | 17q | HELD |
| CONNING INC. | $8.7M | 7,490 | 0.26% | 19q | HELD |
| Kestra Advisory Services, LLC | $8.0M | 6,889 | 0.03% | 19q | +3.0%+$230.2K |
| Phraction Management LLC | $7.5M | 6,522 | 1.27% | 19q | +1.3%+$98.3K |
| Baird Financial Group, Inc. | $7.1M | 6,133 | 0.01% | 19q | +4.9%+$333.2K |
| Penn Mutual Asset Management | $6.9M | 6,000 | 35.62% | 16q | HELD |
| Russell Investments Group, Ltd. | $6.8M | 5,904,000 | 0.01% | 6q | +20.4%+$1.2M |
| ICON ADVISERS INC/CO | $6.2M | 5,383 | 1.17% | new | NEW |
| Ameritas Advisory Services, LLC | $5.9M | 5,095 | 0.12% | 7q | +34.1%+$1.5M |
| Hudson Capital Management LLC | $5.9M | 5,066 | 1.42% | 19q | +1.8%+$101.8K |
| ALLIANCEBERNSTEIN L.P. | $5.8M | 5,049 | 0.00% | 19q | -35.1%-$3.2M |
| WHALEROCK POINT PARTNERS, LLC | $5.8M | 5,025 | 0.99% | 3q | -2.1%-$127.3K |
| FRANKLIN RESOURCES INC | $5.8M | 5,013 | 0.00% | 19q | HELD |
| WELLS FARGO & COMPANY/MN | $5.3M | 4,542 | 0.00% | 19q | -50.8%-$5.4M |
| Corient Private Wealth LP | $5.2M | 4,530 | 0.00% | 14q | +450.4%+$4.3M |
| FIRST MANHATTAN CO. LLC. | $5.2M | 4,473 | 0.01% | 6q | -39.5%-$3.4M |
| LAFFER TENGLER INVESTMENTS, INC. | $5.2M | 4,451 | 0.66% | 31q | HELD |
| PALISADE CAPITAL MANAGEMENT, LP | $5.1M | 4,420 | 0.22% | 19q | -41.8%-$3.7M |
| Mariner, LLC | $4.5M | 3,931 | 0.00% | 16q | +2.7%+$118.0K |
| Seven Springs Wealth Group, LLC | $4.2M | 3,628 | 0.92% | 17q | +8.3%+$322.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.2M | 3,617 | 0.01% | 19q | HELD |
| Spectrum Asset Management, Inc. | $4.0M | 3,437 | 5.71% | 18q | HELD |
| NEUBERGER BERMAN GROUP LLC | $3.9M | 3,366 | 0.00% | 19q | +31.7%+$937.2K |
| GOLDMAN SACHS GROUP INC | $3.8M | 3,324 | 0.00% | 19q | -6.5%-$266.1K |
| Farther Finance Advisors, LLC | $3.8M | 3,262 | 0.03% | 13q | -3.6%-$142.4K |
| ENVESTNET ASSET MANAGEMENT INC | $3.7M | 3,203 | 0.00% | 19q | +6.3%+$219.8K |
| NORRIS PERNE & FRENCH LLP/MI | $3.6M | 3,073 | 0.15% | 19q | -12.7%-$517.2K |
| Edgemoor Investment Advisors, Inc. | $3.4M | 2,901 | 0.23% | 18q | -1.2%-$41.7K |
| AEGON USA Investment Management, LLC | $3.3M | 2,870 | 2.39% | 19q | HELD |
| Keystone Financial Group | $3.0M | 2,627 | 0.18% | 16q | HELD |
| CHILTON INVESTMENT CO INC. | $2.8M | 2,379 | 0.07% | 19q | +5.1%+$133.1K |
| Curi Capital, LLC | $2.7M | 2,331 | 0.04% | 10q | +1.7%+$46.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.4M | 2,066 | 0.00% | 12q | +13.0%+$278.5K |
| OSAIC HOLDINGS, INC. | $2.4M | 2,071 | 0.00% | 19q | +15.0%+$312.5K |
| Calamos Advisors LLC | $2.4M | 2,063 | 0.01% | 19q | HELD |
| SUMMITRY LLC | $2.4M | 2,053 | 0.08% | 19q | HELD |
| JRM Investment Counsel, LLC | $2.2M | 1,881 | 0.53% | 19q | +1.7%+$35.9K |
| CIBC Bancorp USA Inc. | $2.0M | 1,740 | 0.00% | 2q | HELD |
| RITHOLTZ WEALTH MANAGEMENT | $2.0M | 1,720 | 0.01% | 6q | +100.0%+$995.0K |
| EVERETT HARRIS & CO /CA/ | $1.8M | 1,585 | 0.02% | new | NEW |
| McHugh Group, LLC | $1.8M | 1,584 | 0.94% | 7q | HELD |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $1.8M | 1,526 | 0.00% | 10q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $1.8M | 1,524 | 0.00% | 19q | -2.2%-$39.3K |
| Wilmington Savings Fund Society, FSB | $1.7M | 1,494 | 0.04% | 8q | HELD |
| Cannell & Spears LLC | $1.7M | 1,462 | 0.03% | 2q | -7.5%-$137.7K |
| MONTAG A & ASSOCIATES INC | $1.6M | 1,404 | 0.07% | 19q | -3.4%-$57.9K |
| Bowie Capital Management, LLC | $1.6M | 1,400 | 0.07% | 19q | HELD |
| WHITTIER TRUST CO OF NEVADA INC | $1.5M | 1,298 | 0.03% | 19q | +14.5%+$192.8K |
| AGF MANAGEMENT LTD | $1.5M | 1,300 | 0.01% | 15q | HELD |
| TRUIST FINANCIAL CORP | $1.5M | 1,283 | 0.00% | 19q | -11.1%-$186.3K |
| SEI INVESTMENTS CO | $1.5M | 1,254 | 0.00% | 19q | -1.0%-$15.0K |
| WHITTIER TRUST CO | $1.4M | 1,236 | 0.01% | 19q | +35.2%+$377.5K |
| Apella Capital, LLC | $1.4M | 1,219 | 0.02% | 2q | -1.0%-$14.1K |
| Rockefeller Capital Management L.P. | $1.4M | 1,238 | 0.00% | 4q | -0.8%-$11.6K |
| Sanctuary Advisors, LLC | $1.4M | 1,191 | 0.01% | 9q | -1.7%-$24.3K |
| &PARTNERS | $1.3M | 1,165 | 0.01% | 8q | -4.7%-$65.9K |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | $1.3M | 1,158 | 0.46% | 31q | HELD |
| Magnus Financial Group LLC | $1.3M | 1,142 | 0.09% | 11q | -15.8%-$248.8K |
| Cerity Partners LLC | $1.3M | 1,111 | 0.00% | 4q | HELD |
| D.A. DAVIDSON & CO. | $1.2M | 1,042 | 0.01% | 19q | HELD |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | $1.2M | 1,033 | 0.16% | 4q | HELD |
| MARATHON CAPITAL MANAGEMENT | $1.2M | 1,014 | 0.24% | 16q | HELD |
| BLAIR WILLIAM & CO/IL | $1.2M | 1,006 | 0.00% | 19q | -1.0%-$11.6K |
| High Point Wealth Management, LLC | $1.1M | 955 | 0.90% | 3q | +7.9%+$81.0K |
| LexAurum Advisors, LLC | $1.1M | 935 | 0.12% | 30q | -1.5%-$16.2K |
Showing the largest 100 of 258 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 239 | $2.5B | 2,202,704 | 12 | 55 | 64 | 0.0% |
| Q1 2026 | 247 | $2.4B | 2,228,266 | 19 | 62 | 61 | 0.0% |
| Q4 2025 | 250 | $2.8B | 2,485,827 | 21 | 68 | 63 | 0.0% |
| Q3 2025 | 234 | $2.8B | 2,294,125 | 10 | 54 | 57 | 0.0% |
| Q2 2025 | 252 | $2.7B | 2,299,551 | 16 | 54 | 71 | 0.0% |
| Q1 2025 | 247 | $3.5B | 2,923,881 | 24 | 56 | 65 | 0.0% |
| Q4 2024 | 240 | $2.8B | 2,314,765 | 15 | 62 | 70 | 0.0% |
| Q3 2024 | 238 | $3.0B | 2,356,802 | 23 | 68 | 48 | 0.0% |
| Q2 2024 | 228 | $2.9B | 2,443,040 | 18 | 54 | 64 | 0.0% |
| Q1 2024 | 232 | $3.0B | 2,459,672 | 24 | 54 | 54 | 0.0% |
| Q4 2023 | 219 | $2.9B | 2,408,680 | 18 | 48 | 75 | 0.0% |
| Q3 2023 | 208 | $3.2B | 2,879,096 | 15 | 48 | 55 | 0.0% |
| Q2 2023 | 203 | $3.3B | 2,855,353 | 9 | 50 | 61 | 0.0% |
| Q1 2023 | 208 | $2.7B | 2,308,955 | 20 | 53 | 55 | 0.0% |
| Q4 2022 | 195 | $2.7B | 2,293,610 | 22 | 41 | 58 | 0.0% |
| Q3 2022 | 228 | $2.9B | 2,381,537 | 18 | 61 | 54 | 0.0% |
| Q2 2022 | 228 | $2.4B | 1,974,021 | 37 | 47 | 63 | 0.0% |
| Q1 2022 | 206 | $2.6B | 1,976,623 | 24 | 48 | 54 | 0.0% |
| Q4 2021 | 217 | $3.2B | 2,154,356 | 184 | 3 | 9 | 0.0% |
| Q3 2021 | 26 | $49.1M | 33,127 | 3 | 2 | 3 | 0.0% |
| Q2 2021 | 27 | $56.9M | 37,311 | 4 | 4 | 5 | 0.0% |
| Q1 2021 | 30 | $48.3M | 34,089 | 6 | 3 | 6 | 0.0% |
| Q4 2020 | 63 | $487.9M | 321,189 | 4 | 14 | 10 | 0.0% |
| Q3 2020 | 212 | $2.8B | 2,075,855 | 14 | 57 | 52 | 0.0% |
| Q2 2020 | 206 | $2.9B | 2,252,228 | 18 | 43 | 52 | 0.0% |
| Q1 2020 | 209 | $3.0B | 2,368,502 | 17 | 60 | 46 | 0.0% |
| Q4 2019 | 212 | $3.4B | 2,313,961 | 19 | 44 | 40 | 0.0% |
| Q3 2019 | 201 | $3.6B | 2,369,783 | 17 | 52 | 47 | 0.0% |
| Q2 2019 | 204 | $3.2B | 2,312,003 | 15 | 47 | 46 | 0.0% |
| Q1 2019 | 205 | $3.1B | 2,404,557 | 24 | 52 | 40 | 0.0% |
| Q4 2018 | 198 | $3.1B | 2,447,079 | 1 | 2 | 3 | 0.0% |