Public record / Tickers / WFC

WFC — WELLS FARGO & COMPANY/MN

Both disclosure regimes on one name: who in Congress filed about WFC, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
194
all PTR rows naming WFC
Members · 12m
7
6 buys · 5 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Greg Gianforte · $250K–$500K

Purchase · traded 2018-12-21 → filed 2019-01-23. Ranked over every WFC row by the provable lower bound, never a point estimate.

7 members · 6 buys / 5 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

35 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

26 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 26 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING WFC · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning WFC
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-06-30Mitch McConnell R–KYPurchase · SP (spouse-owned)Traded 06-01 +29d$1K–$15K
2026-06-03Tim Walberg R–MI-5Purchase · JT (jointly owned)Traded 2025-02-07 LATE·481d$15K–$50K
2026-04-30Lloyd Smucker R–PA-11SaleTraded 04-23 +7d$15K–$50K
2026-04-07Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 03-13 +25d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 194 ↗

Members active in WFC

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing WFC in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Mitch McConnell R–KY3$3.0K to $45.0K5
Gilbert Ray Cisneros, Jr. D–CA-312−$14.0K to $14.0K2
Julie Johnson D–TX-322−$30.0K to −$2.0K4
Alan Armstrong R–OK1$1.0K to $15.0K2
John Boozman R–AR1$1.0K to $15.0K6
Lloyd Smucker R–PA-111−$50.0K to −$15.0K3
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

7 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · WFC

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
2 Alan Armstrong R–OK, Mitch McConnell R–KY $2K–$30K
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

new + add vs trim + exit, by shares · $ = reported value now, not the change · WELLS FARGO CO NEW

Merged timeline of congressional filings and notable-manager moves on WFC
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-06-30Mitch McConnell CongressPurchase$1K–$15K
2026-05-15Tudor Investment Corp 13Fnew+1,330,271 sh
2026-05-15Bridgewater Associates 13Ftrim−198,960 sh
2026-05-15Gotham Asset Management 13Ftrim−21,426 sh
2026-05-14Caxton Associates 13Fadd+11,827 sh

6 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of WFC for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$20.8B1
2VANGUARD CAPITAL MANAGEMENT LLC$16.0B1
3FMR LLC$12.9B1
4STATE STREET CORP$10.8B1
5JPMORGAN CHASE & CO$9.9B1
6GEODE CAPITAL MANAGEMENT, LLC$5.9B1
7Capital Research Global Investors$5.8B1
8WELLINGTON MANAGEMENT GROUP LLP$5.2B1
9VANGUARD PORTFOLIO MANAGEMENT LLC$4.9B1
10BANK OF AMERICA CORP /DE/$4.1B1
11MORGAN STANLEY$4.1B1
12STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$3.2B1
13Invesco Ltd.$2.6B1
14NORTHERN TRUST CORP$2.5B1
15DODGE & COX$2.5B1
16AMERIPRISE FINANCIAL INC$1.9B1
17Nuveen, LLC$1.8B1
18UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.7B1
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC$1.7B1
20Legal & General Group Plc$1.6B1
21DIMENSIONAL FUND ADVISORS LP$1.5B1
22VANGUARD FIDUCIARY TRUST CO$1.4B1
23Capital International Investors$1.4B1
24Bank of New York Mellon Corp$1.4B1
25Amundi$1.3B1
26MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.2B1
27Capital World Investors$1.2B1
28ALLIANCEBERNSTEIN L.P.$1.2B1
29DEUTSCHE BANK AG\$944M1
30RAYMOND JAMES FINANCIAL INC$885M1
31FRANKLIN RESOURCES INC$881M1
32HARRIS ASSOCIATES L P$874M1
33Boston Partners$835M1
34UBS Group AG$828M1
35Aristotle Capital Management, LLC$813M1
36ROYAL BANK OF CANADA$768M1
37PZENA INVESTMENT MANAGEMENT LLC$698M1
38PRIMECAP MANAGEMENT CO/CA/$615M1
39HSBC HOLDINGS PLC$612M1
40National Pension Service$583M1
41Mitsubishi UFJ Asset Management Co., Ltd.$562M1
42Vanguard Global Advisers, LLC$552M1
43CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$545M1
44Sumitomo Mitsui Trust Group, Inc.$525M1
45HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$503M1
46ENVESTNET ASSET MANAGEMENT INC$503M1
47Baird Financial Group, Inc.$476M1
48NORDEA INVESTMENT MANAGEMENT AB$468M1
49VANGUARD ASSET MANAGEMENT, Ltd$450M1
50CANADA PENSION PLAN INVESTMENT BOARD$411M1
51VOYA INVESTMENT MANAGEMENT LLC$407M1
52BANK OF MONTREAL /CAN/$389M1
53Mawer Investment Management Ltd.$372M1
54Neuberger Berman Group LLC$365M1
55AMERICAN CENTURY COMPANIES INC$356M1
56CITIGROUP INC$346M1
57BARROW HANLEY MEWHINNEY & STRAUSS LLC$337M1
58NEW YORK STATE COMMON RETIREMENT FUND$329M1
59M&G Plc$313M1
60MILLENNIUM MANAGEMENT LLC$283M1
61Bank Julius Baer & Co. Ltd, Zurich$277M1
62Korea Investment CORP$277M1
63PRINCIPAL FINANCIAL GROUP INC$276M1
64Ensign Peak Advisors, Inc$274M1
65VICTORY CAPITAL MANAGEMENT INC$265M1
66HighTower Advisors, LLC$257M1
67FIL Ltd$256M1
68Qube Research & Technologies Ltd$249M1
69LPL Financial LLC$228M1
70AQR CAPITAL MANAGEMENT LLC$227M1
71MANUFACTURERS LIFE INSURANCE COMPANY, THE$224M1
72ADAGE CAPITAL PARTNERS GP, L.L.C.$220M1
73STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$220M1
74BRANDES INVESTMENT PARTNERS, LP$219M1
75AVIVA PLC$218M1
76WELLS FARGO & COMPANY/MN$216M1
77Universal- Beteiligungs- und Servicegesellschaft mbH$214M1
78Aberdeen Group plc$213M1
79TRUIST FINANCIAL CORP$212M1
80SEI INVESTMENTS CO$210M1
81CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$209M1
82STIFEL FINANCIAL CORP$207M1
83Allianz Asset Management GmbH$203M1
84DANSKE BANK A/S$202M1
85US BANCORP \DE\$200M1
86Artisan Partners Limited Partnership$184M1
87NATIONAL BANK OF CANADA /FI/$180M1
88CITADEL ADVISORS LLC$179M1
89FIRST TRUST ADVISORS LP$179M1
90D. E. Shaw & Co., Inc.$179M1
91MACKENZIE FINANCIAL CORP$176M1
92NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$172M1
93FIFTH THIRD BANCORP$168M1
94GREAT LAKES ADVISORS, LLC$157M1
95HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$154M1
96SCHRODER INVESTMENT MANAGEMENT GROUP$154M1
97KEYBANK NATIONAL ASSOCIATION/OH$148M1
98ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$147M1
991832 Asset Management L.P.$147M1
100PFA Pension, Forsikringsaktieselskab$147M1
101STOREBRAND ASSET MANAGEMENT AS$142M1
102CIBC WORLD MARKET INC.$140M1
103RWWM, Inc.$137M1
104Calamos Advisors LLC$134M1
105STATE OF WISCONSIN INVESTMENT BOARD$134M1
106Retirement Systems of Alabama$133M1
107Temasek Holdings (Private) Ltd$132M1
108MACQUARIE GROUP LTD$132M1
109APG Asset Management N.V.$129M1
110AMERICAN ASSETS INC$127M1
111TWO SIGMA INVESTMENTS, LP$126M1
112SUSQUEHANNA INTERNATIONAL GROUP, LLP$124M1
113Pictet Asset Management Holding SA$124M1
114Corient Private Wealth LLC$123M1
115Chevy Chase Trust Holdings, LLC$123M1
116ROYAL LONDON ASSET MANAGEMENT LTD$122M1
117Zurcher Kantonalbank (Zurich Cantonalbank)$121M1
118Squarepoint Ops LLC$117M1
119Vanguard Investments Australia, Ltd.$117M1
120EQUITY INVESTMENT CORP$116M1
121TEACHER RETIREMENT SYSTEM OF TEXAS$115M1
122Connor, Clark & Lunn Investment Management Ltd.$115M1
123Mitsubishi UFJ Trust & Banking Corp$115M1
124UniSuper Management Pty Ltd$114M1
125NOMURA ASSET MANAGEMENT CO LTD$113M1
126Latash Investments, LLC$110M1
127BNP Paribas Asset Management Holding S.A.$110M1
128MAIRS & POWER INC$109M1
129TUDOR INVESTMENT CORP ET AL$106M1
130KLP KAPITALFORVALTNING AS$105M1
131Creative Planning$105M1
132Asset Management One Co., Ltd.$105M1
133Quantinno Capital Management LP$105M1
134Prana Capital Management, LP$104M1
135TORONTO DOMINION BANK$103M1
136TD ASSET MANAGEMENT INC$103M1
137PANAGORA ASSET MANAGEMENT INC$103M1
138PUBLIC SECTOR PENSION INVESTMENT BOARD$101M1
139PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$101M1
140Swedbank AB$100M1
141Mondrian Investment Partners LTD$100M1
142O'SHAUGHNESSY ASSET MANAGEMENT, LLC$100M1
143BANK OF NOVA SCOTIA$97.6M1
144NewEdge Advisors, LLC$91.0M1
145WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$87.9M1
146NewEdge Wealth, LLC$87.6M1
147State of New Jersey Common Pension Fund D$85.9M1
148Tredje AP-fonden$85.7M1
149ASSETMARK, INC$84.7M1
150Cerity Partners LLC$83.7M1
151ZACKS INVESTMENT MANAGEMENT$83.0M1
152Lansforsakringar Fondforvaltning AB (publ)$81.9M1
153Cetera Investment Advisers$81.3M1
154Phoenix Financial Ltd.$78.5M1
155FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$77.9M1
156Resona Asset Management Co.,Ltd.$77.3M1
157Teewinot Capital Advisers, L.L.C.$75.3M1
158VOLORIDGE INVESTMENT MANAGEMENT, LLC$75.3M1
159Mariner, LLC$75.1M1
160Bridgewater Associates, LP$75.0M1
161American Assets Investment Management, LLC$74.9M1
162BANQUE PICTET & CIE SA$74.4M1
163NATIXIS$73.0M1
164DAVENPORT & Co LLC$72.0M1
165SOUND SHORE MANAGEMENT INC /CT/$71.8M1
166SUMMITRY LLC$70.4M1
167First Pacific Advisors, LP$69.5M1
168DEPRINCE RACE & ZOLLO INC$68.6M1
169Arizona State Retirement System$68.5M1
170MERCER GLOBAL ADVISORS INC /ADV$67.9M1
171STATE OF MICHIGAN RETIREMENT SYSTEM$67.8M1
172Federation des caisses Desjardins du Quebec$67.2M1
173Czech National Bank$67.1M1
174FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$66.7M1
175JANE STREET GROUP, LLC$64.8M1
176SEB Asset Management AB$64.4M1
177CIBC Asset Management Inc$63.3M1
178BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$61.3M1
179Rockefeller Capital Management L.P.$60.9M1
180WESTWOOD HOLDINGS GROUP INC$60.7M1
181EDMOND DE ROTHSCHILD HOLDING S.A.$60.6M1
182NISA INVESTMENT ADVISORS, LLC$60.2M1
183Rafferty Asset Management, LLC$59.9M1
184GATEWAY INVESTMENT ADVISERS LLC$59.5M1
185CIBC Bancorp USA Inc.$58.6M1
186Focus Partners Wealth$57.8M1
187MetLife Investment Management, LLC$57.5M1
188COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$57.4M1
189River Road Asset Management, LLC$56.5M1
190MCDONALD CAPITAL INVESTORS INC/CA$55.0M1
191Trexquant Investment LP$54.8M1
192Empowered Funds, LLC$54.6M1
193DnB Asset Management AS$54.2M1
194COMMONWEALTH EQUITY SERVICES, LLC$53.7M1
195SEIZERT CAPITAL PARTNERS, LLC$53.5M1
196Regal Partners Ltd$52.8M1
197Bank Pictet & Cie (Europe) AG$52.7M1
198Hudson Bay Capital Management LP$52.3M1
199SCHWERIN BOYLE CAPITAL MANAGEMENT INC$51.7M1
200WORLDQUANT MILLENNIUM ADVISORS LLC$51.6M1
201AE Wealth Management LLC$51.1M1
202ProShare Advisors LLC$50.2M1
203Clark Capital Management Group, Inc.$49.5M1
204IFM Investors Pty Ltd$49.3M1
205Mirae Asset Global Investments Co., Ltd.$49.0M1
206Woodline Partners LP$48.4M1
207Advisors Capital Management, LLC$48.3M1
208Eurizon Capital SGR S.p.A.$48.0M1
209OSAIC HOLDINGS, INC.$46.5M1
210LETKO, BROSSEAU & ASSOCIATES INC$45.7M1
211XPONANCE LLC$45.4M1
212QRG CAPITAL MANAGEMENT, INC.$44.4M1
213Daiwa Securities Group Inc.$43.1M1
214Varma Mutual Pension Insurance Co$42.9M1
215USS Investment Management Ltd$42.6M1
216United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$42.5M1
217LAZARD ASSET MANAGEMENT LLC$41.4M1
218Tweedy, Browne Co LLC$41.1M1
219WILSEY ASSET MANAGEMENT INC$40.9M1
220Beacon Pointe Advisors, LLC$40.6M1
221Utah Retirement Systems$40.1M1
222MML INVESTORS SERVICES, LLC$39.2M1
223BSN Capital Partners Ltd$39.0M1
224Crossmark Global Holdings, Inc.$38.5M1
225FACTORY MUTUAL INSURANCE CO$37.9M1
226CWM, LLC$37.8M1
227BLAIR WILLIAM & CO/IL$37.2M1
228Cardinal Capital Management, Inc.$36.8M1
229NEOS Investment Management LLC$36.4M1
230Mediolanum International Funds Ltd$36.1M1
231IMC-Chicago, LLC$35.9M1
232Sumitomo Mitsui DS Asset Management Company, Ltd$35.9M1
233Man Group plc$35.5M1
234Swiss Life Asset Management Ltd$35.4M1
235Rakuten Investment Management, Inc.$35.4M1
236Andra AP-fonden$35.0M1
237CLIFFORD SWAN INVESTMENT COUNSEL LLC$34.8M1
238BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$34.4M1
239Mount Capital Ltd$34.3M1
240NEW YORK LIFE INVESTMENT MANAGEMENT LLC$34.2M1
241Vinva Investment Management Ltd$34.2M1
242COMMERCE BANK$33.9M1
243Pathstone Holdings, LLC$33.7M1
244Wealthfront Advisers LLC$33.6M1
245Spectrum Asset Management, Inc. (NB/CA)$33.0M1
246Leith Wheeler Investment Counsel Ltd.$32.5M1
247Janus Henderson Group Ltd.$32.4M1
248Sanctuary Advisors, LLC$32.3M1
249DELTA ASSET MANAGEMENT LLC/TN$32.3M1
250Walleye Capital LLC$32.2M1
251NISSAY ASSET MANAGEMENT CORP /JAPAN$32.1M1
252Allworth Financial LP$31.5M1
253Callodine Capital Management, LP$31.5M1
254Vanguard Personalized Indexing Management, LLC$31.5M1
255BRAUN STACEY ASSOCIATES INC$30.7M1
256AIA Group Ltd$30.7M1
257Allspring Global Investments Holdings, LLC$30.7M1
258BlueCrest Capital Management Ltd$30.4M1
259YOUSIF CAPITAL MANAGEMENT, LLC$30.1M1
260Capital International, Inc./CA/$29.9M1
261Schonfeld Strategic Advisors LLC$29.8M1
262MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$29.4M1
263Robeco Institutional Asset Management B.V.$29.3M1
264FIRST MANHATTAN CO. LLC.$29.2M1
265LGT Group Foundation$28.2M1
266OREGON PUBLIC EMPLOYEES RETIREMENT FUND$28.2M1
267Epoch Investment Partners, Inc.$27.7M1
268Azimuth Capital Investment Management LLC$27.5M1
269ProVise Management Group, LLC$27.4M1
270DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$27.3M1
271Davis Asset Management, L.P.$26.9M1
272M&T BANK CORP$26.6M1
273Steigerwald, Gordon & Koch Inc.$26.2M1
274Harvest Portfolios Group Inc.$26.1M1
275OLD NATIONAL BANCORP /IN/$25.9M1
276OP Asset Management Ltd$25.9M1
277SIRIOS CAPITAL MANAGEMENT L P$25.9M1
278Zurich Insurance Group Ltd/FI$25.3M1
279Illinois Municipal Retirement Fund$25.0M1
280ASR Vermogensbeheer N.V.$25.0M1
281BRIDGEWAY CAPITAL MANAGEMENT, LLC$24.5M1
282CITIZENS FINANCIAL GROUP INC/RI$24.4M1
283Dana Investment Advisors, Inc.$24.1M1
284BROWN ADVISORY INC$24.0M1
285Sequoia Financial Advisors, LLC$23.8M1
286AustralianSuper Pty Ltd$23.7M1
287Investment Management Corp of Ontario$23.5M1
288FEDERATED HERMES, INC.$23.1M1
289PRUDENTIAL PLC$22.7M1
290Cresset Asset Management, LLC$22.7M1
291EP Wealth Advisors, LLC$22.3M1
292GUGGENHEIM CAPITAL LLC$22.1M1
293Steward Partners Investment Advisory, LLC$21.9M1
294SP Asset Management LLC$21.7M1
295Tidal Investments LLC$21.7M1
296HANCOCK WHITNEY CORP$21.7M1
297Powszechne Towarzystwo Emerytalne Allianz Polska S.A.$21.5M1
298Artemis Investment Management LLP$21.3M1
299Groupe la Francaise$21.3M1
300Rempart Asset Management Inc.$21.1M1
301BASSWOOD CAPITAL MANAGEMENT, L.L.C.$21.0M1
302TODD ASSET MANAGEMENT LLC$21.0M1
303NS Partners Ltd$20.9M1
304Orion Porfolio Solutions, LLC$20.7M1
305Atria Investments, Inc$20.3M1
306Harbor Island Capital LLC$20.2M1
307ArrowMark Colorado Holdings LLC$20.2M1
308S&G Foundation$20.2M1
309CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$20.0M1
310LOUNTZIS ASSET MANAGEMENT, LLC$19.5M1
311SCOTIA CAPITAL INC.$19.2M1
312Vest Financial, LLC$19.2M1
313Lido Advisors, LLC$19.2M1
314MIZUHO MARKETS AMERICAS LLC$19.1M1
315EDGAR LOMAX CO/VA$19.1M1
316BERKSHIRE ASSET MANAGEMENT LLC/PA$18.9M1
317Callan Family Office, LLC$18.7M1
318KLCM Advisors, Inc.$18.6M1
319OMERS ADMINISTRATION Corp$18.6M1
320Private Advisor Group, LLC$18.4M1
321NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$18.4M1
322Aware Super Pty Ltd as trustee of Aware Super$18.0M1
323Chesley Taft & Associates LLC$17.6M1
324HUB Investment Partners, LLC$17.6M1
325D.A. DAVIDSON & CO.$17.4M1
326MEYER HANDELMAN CO$17.4M1
327MATRIX ASSET ADVISORS INC/NY$17.2M1
328GRIFFIN ASSET MANAGEMENT, INC.$17.2M1
329IEQ CAPITAL, LLC$17.1M1
330MANNING & NAPIER ADVISORS LLC$17.0M1
331Jain Global LLC$16.8M1
332Kestra Advisory Services, LLC$16.8M1
333OpenArc Corporate Advisory, LLC$16.5M1
334NFJ INVESTMENT GROUP, LLC$16.5M1
335B. Metzler seel. Sohn & Co. AG$16.5M1
336Osmosis Investment Management UK Ltd$16.4M1
337OFI INVEST ASSET MANAGEMENT$16.3M1
338MARKEL GROUP INC.$16.3M1
339Elo Mutual Pension Insurance Co$16.2M1
340UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.1M1
341Prospera Financial Services Inc$16.0M1
342Danica Pension, Livsforsikringsaktieselskab$16.0M1
343Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust$16.0M1
344MOODY LYNN LIEBERSON & WALKER, LLC$15.6M1
345OPPENHEIMER ASSET MANAGEMENT INC.$15.5M1
346TD Waterhouse Canada Inc.$15.5M1
347MAI Capital Management$15.5M1
348&PARTNERS$15.3M1
349CHOREO, LLC$15.2M1
350S-Bank Fund Management Ltd$15.2M1
351ABN AMRO INVESTMENT SOLUTIONS$15.1M1
352MIZUHO SECURITIES USA LLC$14.9M1
353SAPIENT CAPITAL LLC$14.9M1
354Ashton Thomas Private Wealth, LLC$14.6M1
355BRANDYWINE TRUST CO$14.5M1
356CONNORS INVESTOR SERVICES INC$14.4M1
357EXCHANGE TRADED CONCEPTS, LLC$14.4M1
358Calamos Wealth Management LLC$14.3M1
359PINNACLE ASSOCIATES LTD$14.2M1
360Norinchukin Bank, The$14.1M1
361HARTFORD INVESTMENT MANAGEMENT CO$14.0M1
362Freestone Capital Holdings, LLC$13.9M1
363ALPINE WOODS CAPITAL INVESTORS, LLC$13.9M1
364Gradient Investments LLC$13.7M1
365Waverly Advisors, LLC$13.6M1
366Y-Intercept (Hong Kong) Ltd$13.4M1
367Merit Financial Group, LLC$13.4M1
368ALLIANZ SE$13.4M1
369Channing Capital Management, LLC$13.2M1
370GROUPAMA ASSET MANAGMENT$13.0M1
371Patriot Financial Group Insurance Agency, LLC$12.9M1
372Trajan Wealth LLC$12.8M1
373Adams Asset Advisors, LLC$12.7M1
374SKBA CAPITAL MANAGEMENT LLC$12.6M1
375CAPITOLIS LIQUID GLOBAL MARKETS LLC$12.5M1
376Maryland State Retirement & Pension System$12.4M1
377Consilium Wealth Advisory, LLC$12.3M1
378Wedmont Private Capital$12.2M1
379BTC Capital Management, Inc.$12.2M1
380Vident Advisory, LLC$12.2M1
381UMB Bank, n.a.$12.0M1
382BOKF, NA$12.0M1
383FARMERS & MERCHANTS INVESTMENTS INC$12.0M1
384Lombard Odier Asset Management (Switzerland) SA$11.9M1
385RBF Capital, LLC$11.9M1
386Metis Global Partners, LLC$11.6M1
387Ategra Capital Management, LLC$11.5M1
388HB Wealth Management, LLC$11.5M1
389Perigon Wealth Management, LLC$11.4M1
390Legacy Private Trust Co.$11.3M1
391CREDIT AGRICOLE S A$11.2M1
392GLENMEDE TRUST CO NA$11.1M1
393Poehling Capital Management, INC.$11.0M1
394Veridan Wealth LLC$10.9M1
395HOEY INVESTMENTS, INC$10.9M1
396MUFG Securities EMEA plc$10.8M1
397PRINCIPAL SECURITIES, INC.$10.6M1
398Vise Technologies, Inc.$10.6M1
399Voleon Capital Management LP$10.6M1
400NEW ENGLAND ASSET MANAGEMENT INC$10.5M1
401NorthCrest Asset Manangement, LLC$10.2M1
402RiverFront Investment Group, LLC$10.2M1
403Marble Harbor Investment Counsel, LLC$10.2M1
404Eldred Rock Partners, LLC$10.2M1
405LGT Fund Management Co Ltd.$10.1M1
406Curi Capital, LLC$10.1M1
407KESTRA PRIVATE WEALTH SERVICES, LLC$10.0M1
408AG2R LA MONDIALE GESTION D'ACTIFS$10.0M1
409Blume Capital Management, Inc.$10.0M1
410Dorsey & Whitney Trust CO LLC$9.8M1
411ING GROEP NV$9.8M1
412World Investment Advisors$9.8M1
413Talbot Financial, LLC$9.7M1
414Empirical Finance, LLC$9.7M1
415Clearstead Advisors, LLC$9.7M1
416Dai-ichi Life Insurance Company, Ltd$9.6M1
417Pinnacle Financial Partners, Inc.$9.6M1
418Aquatic Capital Management LLC$9.6M1
419PFG Advisors$9.5M1
420DCM Advisors, LLC$9.3M1
421CAPSTONE INVESTMENT ADVISORS, LLC$9.3M1
422Saudi Central Bank$9.2M1
423GLOBALT Investments LLC / GA$9.2M1
424MGO ONE SEVEN LLC$9.1M1
425Marathon Asset Management Ltd$9.0M1
426Glenview Trust Co$9.0M1
427Summit Financial, LLC$9.0M1
428TOKIO MARINE ASSET MANAGEMENT CO LTD$9.0M1
429Uncommon Cents Investing LLC$8.9M1
430Sicart Associates LLC$8.8M1
431Canada Post Corp Registered Pension Plan$8.8M1
432Clearbridge Investments, LLC$8.8M1
433Goelzer Investment Management, Inc.$8.7M1
434Summit Trail Advisors, LLC$8.7M1
435Alyeska Investment Group, L.P.$8.7M1
436TRITONPOINT WEALTH, LLC$8.6M1
437Walleye Trading LLC$8.6M1
438Savant Capital, LLC$8.6M1
439CALIFORNIA FIRST LEASING CORP$8.5M1
440Taikang Asset Management (Hong Kong) Co Ltd$8.4M1
441Caprock Group, LLC$8.4M1
442DKRT Investments Corp.$8.4M1
443INTECH INVESTMENT MANAGEMENT LLC$8.3M1
444BAXTER BROS INC$8.3M1
445Atlantic Union Bankshares Corp$8.2M1
446Sowell Financial Services LLC$8.2M1
447Banque Cantonale Vaudoise$8.2M1
448Unisphere Establishment$8.0M1
449Oliver Luxxe Assets LLC$8.0M1
450YACKTMAN ASSET MANAGEMENT LP$8.0M1
451Bleakley Financial Group, LLC$8.0M1
452Kingsview Wealth Management, LLC$7.9M1
453NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$7.9M1
454CAISSE DES DEPOTS ET CONSIGNATIONS$7.8M1
455Hilton Capital Management, LLC$7.8M1
456Western Financial Corp/CA$7.8M1
457BURNEY CO/$7.7M1
458NorthCoast Asset Management LLC$7.7M1
459NOMURA HOLDINGS INC$7.6M1
460Stratos Wealth Partners, LTD.$7.6M1
461Quantbot Technologies LP$7.5M1
462Equitable Holdings, Inc.$7.5M1
463Weiss Asset Management LP$7.5M1
464Optiver Holding B.V.$7.5M1
465Siemens Fonds Invest GmbH$7.4M1
466MUFG SECURITIES AMERICAS INC.$7.4M1
467Assenagon Asset Management S.A.$7.4M1
468HUTCHINSON CAPITAL MANAGEMENT/CA$7.4M1
469FIRST NATIONAL BANK OF OMAHA$7.3M1
470SALZHAUER MICHAEL$7.3M1
471North Dakota State Investment Board$7.3M1
472WOLVERINE ASSET MANAGEMENT LLC$7.2M1
473Cohen Klingenstein LLC$7.2M1
474QUADRANT CAPITAL GROUP LLC$7.2M1
475DMKC Advisory Services, LLC$7.1M1
476ALERUS FINANCIAL NA$7.0M1
477WESTFIELD CAPITAL MANAGEMENT CO LP$7.0M1
478EAGLE CAPITAL MANAGEMENT LLC$6.9M1
479Monte Financial Group, LLC$6.9M1
480Transamerica Financial Advisors, LLC$6.9M1
481Tower Research Capital LLC (TRC)$6.8M1
482RITHOLTZ WEALTH MANAGEMENT$6.8M1
483HENNESSY ADVISORS INC$6.8M1
484MISSION WEALTH MANAGEMENT, LP$6.8M1
485OneDigital Investment Advisors LLC$6.8M1
486STEPHENS INC /AR/$6.8M1
487CULBERTSON A N & CO INC$6.7M1
488E. Ohman J:or Asset Management AB$6.7M1
489WCG Wealth Advisors LLC$6.7M1
490SECURIAN ASSET MANAGEMENT, INC$6.7M1
491Stratos Investment Management, LLC$6.7M1
492Gotham Asset Management, LLC$6.5M1
493Gibraltar Capital Management, Inc.$6.4M1
494HM PAYSON & CO$6.4M1
495COLDSTREAM CAPITAL MANAGEMENT INC$6.4M1
496JONES FINANCIAL COMPANIES LLLP$6.4M1
497Providence Capital Advisors, LLC$6.3M1
498Atom Investors LP$6.3M1
499Mill Capital Management, LLC$6.3M1
500ELEVATION POINT WEALTH PARTNERS, LLC$6.3M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)6 buy / 5 sell
Congress net ($ bound)−$104K to $71.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on WFC

RETAINED WINDOW · ACTIVE HITS
Signal hits naming WFC
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for WFC · financials and macro

Financials — as filed PLANNED

WFC's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: WFC on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing