DaveManuel.com · Institutional Ownership · Who Owns It
WELLS FARGO & CO (WFCPRL)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
252
Reporting holders
$2.7B
Reported value
0.0%
Calls
0.0%
Puts
-10
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | 0.05% | 19q | HELD |
| First Eagle Investment Management, LLC | $59.6M | 51,482 | 0.05% | 19q | +100.0%+$29.8M |
| 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 |
| WELLINGTON MANAGEMENT GROUP LLP | $39.6M | 34,207 | 0.01% | 17q | -4.8%-$2.0M |
| Thrivent Financial for Lutherans | $35.7M | 30,884 | 0.06% | 19q | +3.2%+$1.1M |
| 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 |
| Verition Fund Management LLC | $22.2M | 19,129,000? | 0.11% | 2q | |
| 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 | +19.9%+$3.1M |
| 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 |
| COHEN & STEERS, INC. | $10.9M | 9,386 | 0.02% | 19q | HELD |
| 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 |
| LORD, ABBETT & CO. LLC | $8.0M | 6,912 | 0.02% | 19q | -2.4%-$195.5K |
| Cambridge Investment Research Advisors, Inc. | $8.0M | 6,900 | 0.01% | 19q | +96.7%+$3.9M |
| 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 | |
| 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 | -1.6%-$86.8K |
| 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 |
| LM Advisors LLC | $4.0M | 3,458 | 0.46% | 9q | -13.4%-$620.5K |
| 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 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | $3.4M | 2,913 | 0.14% | 31q | HELD |
| 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 |
| Janney Montgomery Scott LLC | $2.9M | 2,485 | 0.01% | 17q | -3.2%-$94.9K |
| CHILTON INVESTMENT CO INC. | $2.8M | 2,379 | 0.07% | 19q | +5.1%+$133.1K |
| HRT FINANCIAL LP | $2.7M | 2,339 | 0.00% | 5q | +269.5%+$2.0M |
| Curi Capital, LLC | $2.7M | 2,331 | 0.04% | 10q | +1.7%+$46.3K |
| BESSEMER GROUP INC | $2.6M | 2,271 | 0.00% | 19q | HELD |
| Corient Private Wealth LP | $2.6M | 2,265 | 0.00% | 14q | +175.2%+$1.7M |
| 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 |
| 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 |
Showing the largest 100 of 256 reported holders. The count of 252 above leaves out 4 positions whose reported value failed our price check; they are listed here as filed.
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 71 | $102.5M | 94,997 | 1 | 10 | 16 | 0.0% |
| Q2 2026 | 252 | $2.7B | 2,295,962 | 10 | 59 | 66 | 0.0% |
| Q1 2026 | 262 | $2.5B | 2,271,644 | 18 | 65 | 68 | 0.0% |
| Q4 2025 | 265 | $2.9B | 2,545,993 | 21 | 73 | 67 | 0.0% |
| Q3 2025 | 251 | $2.9B | 2,363,008 | 10 | 57 | 63 | 0.0% |
| Q2 2025 | 271 | $2.8B | 2,377,457 | 19 | 60 | 77 | 0.0% |
| Q1 2025 | 264 | $3.6B | 3,002,128 | 26 | 61 | 72 | 0.0% |
| Q4 2024 | 256 | $2.9B | 2,405,499 | 16 | 68 | 78 | 0.0% |
| Q3 2024 | 256 | $3.1B | 2,434,906 | 24 | 72 | 54 | 0.0% |
| Q2 2024 | 249 | $3.0B | 2,556,536 | 21 | 59 | 70 | 0.0% |
| Q1 2024 | 251 | $3.1B | 2,532,200 | 24 | 60 | 59 | 0.0% |
| Q4 2023 | 240 | $3.0B | 2,481,870 | 18 | 53 | 80 | 0.0% |
| Q3 2023 | 229 | $3.3B | 2,953,242 | 16 | 53 | 60 | 0.0% |
| Q2 2023 | 225 | $3.4B | 2,933,879 | 10 | 55 | 67 | 0.0% |
| Q1 2023 | 235 | $2.8B | 2,394,171 | 21 | 62 | 62 | 0.0% |
| Q4 2022 | 237 | $3.1B | 2,590,076 | 24 | 45 | 78 | 0.0% |
| Q3 2022 | 224 | $6.3B | 5,264,269 | 18 | 59 | 55 | 0.0% |
| Q2 2022 | 225 | $6.5B | 5,369,985 | 37 | 46 | 62 | 0.0% |
| Q1 2022 | 203 | $7.2B | 5,455,779 | 24 | 47 | 55 | 0.0% |
| Q4 2021 | 215 | $88.4B | 59,213,610 | 182 | 3 | 9 | 0.0% |
| Q3 2021 | 26 | $3.5B | 2,359,798 | 3 | 2 | 3 | 0.0% |
| Q2 2021 | 27 | $5.7B | 3,809,535 | 4 | 4 | 5 | 0.0% |
| Q1 2021 | 30 | $3.4B | 2,411,709 | 6 | 3 | 6 | 0.0% |
| Q4 2020 | 61 | $4.1B | 2,718,253 | 4 | 14 | 10 | 0.0% |
| Q3 2020 | 210 | $7.2B | 5,361,224 | 14 | 55 | 52 | 0.0% |
| Q2 2020 | 205 | $7.1B | 5,445,581 | 18 | 43 | 51 | 0.0% |
| Q1 2020 | 207 | $7.0B | 5,475,789 | 17 | 60 | 45 | 0.0% |
| Q4 2019 | 210 | $7.9B | 5,450,218 | 19 | 43 | 40 | 0.0% |
| Q3 2019 | 197 | $13.7B | 9,036,435 | 16 | 51 | 46 | 0.0% |
| Q2 2019 | 203 | $12.1B | 8,843,702 | 15 | 47 | 47 | 0.0% |
| Q1 2019 | 204 | $10.0B | 7,756,437 | 24 | 52 | 40 | 0.0% |
| Q4 2018 | 197 | $5.9B | 4,680,081 | 1 | 2 | 3 | 0.0% |