Filing Research | WFC - WELLS FARGO & CO Institutional Holdings

Snapshot holdings

50 / 918 loaded

#		Instrument	quantity
1	Canoe Financial LP	Shares	1.6MSH	$129.6M
2	DAILY JOURNAL CORP	Shares	1.4MSH	$116.8M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	1.4MSH	$109.0M
4	Swedbank AB	Shares	1.3MSH	$108.7M
5	BANQUE PICTET & CIE SA	Shares	1.1MSH	$93.1M
6	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	974.5KSH	$80.5M
7	DAVENPORT & Co LLC	Shares	901.9KSH	$74.7M
8	SUMMITRY LLC	Shares	873.4KSH	$72.2M
9	Czech National Bank	Shares	871.0KSH	$72.0M
10	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	844.9KSH	$69.8M
11	GATEWAY INVESTMENT ADVISERS LLC	Shares	730.3KSH	$60.4M
12	River Road Asset Management, LLC	Shares	693.2KSH	$57.3M
13	Bank Pictet & Cie (Europe) AG	Shares	691.4KSH	$57.1M
14	Mirae Asset Global Investments Co., Ltd.	Shares	687.1KSH	$56.8M
15	IFM Investors Pty Ltd	Shares	685.5KSH	$56.7M
16	PensionDanmark Pensionsforsikringsaktieselskab	Shares	616.6KSH	$51.0M
17	QRG CAPITAL MANAGEMENT, INC.	Shares	583.1KSH	$48.2M
18	WILSEY ASSET MANAGEMENT INC	Shares	524.0KSH	$43.3M
19	Vest Financial, LLC	Shares	474.4KSH	$39.2M
20	FACTORY MUTUAL INSURANCE CO	Shares	471.6KSH	$39.0M
21	Cardinal Capital Management, Inc.	Shares	468.3KSH	$38.7M
22	Crossmark Global Holdings, Inc.	Shares	468.0KSH	$38.7M
23	Police & Firemen's Retirement System of New Jersey	Shares	460.1KSH	$38.0M
24	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	451.8KSH	$37.3M
25	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	349.5KSH	$28.9M
26	ST GERMAIN D J CO INC	Shares	348.2KSH	$28.8M
27	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	Shares	347.5KSH	$28.7M
28	CAMPBELL NEWMAN ASSET MANAGEMENT INC	Shares	342.1KSH	$28.3M
29	Steigerwald, Gordon & Koch Inc.	Shares	325.2KSH	$26.9M
30	OLD NATIONAL BANCORP /IN/	Shares	313.2KSH	$25.9M
31	Sequoia Financial Advisors, LLC	Shares	301.8KSH	$24.9M
32	Powszechne Towarzystwo Emerytalne Allianz Polska S.A.	Shares	270.0KSH	$22.3M
33	Rempart Asset Management Inc.	Shares	260.9KSH	$21.6M
34	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	Shares	254.4KSH	$21.0M
35	D.A. DAVIDSON & CO.	Shares	230.6KSH	$19.1M
36	ASR Vermogensbeheer N.V.	Shares	221.6KSH	$18.3M
37	Chesley Taft & Associates LLC	Shares	219.3KSH	$18.1M
38	MATRIX ASSET ADVISORS INC/NY	Shares	218.0KSH	$18.0M
39	GRIFFIN ASSET MANAGEMENT, INC.	Shares	216.1KSH	$17.9M
40	PBU - The Pension Fund of Early Childhood & Youth Educators	Shares	212.5KSH	$17.6M
41	ABN AMRO INVESTMENT SOLUTIONS	Shares	210.5KSH	$17.4M
42	Allied Investment Advisors, LLC	Shares	210.0KSH	$17.4M
43	EXCHANGE TRADED CONCEPTS, LLC	Shares	199.4KSH	$16.5M
44	OFI INVEST ASSET MANAGEMENT	Shares	214.2KSH	$15.6M
45	Mediolanum International Funds Ltd	Shares	184.9KSH	$15.4M
46	Brookstone Capital Management	Shares	181.4KSH	$15.0M
47	Gradient Investments LLC	Shares	180.3KSH	$14.9M
48	MIZUHO SECURITIES USA LLC	Shares	187.0KSH	$14.9M
49	SAPIENT CAPITAL LLC	Shares	176.5KSH	$14.6M
50	Farther Finance Advisors, LLC	Shares	173.9KSH	$14.4M

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Manager changes2026-06-30 vs 2026-03-31

50 / 951 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+174.3K	+$21.1M	$109.0M
2	Canoe Financial LP added	Shares	+196.9K	+$20.4M	$129.6M
3	Vest Financial, LLC added	Shares	+233.3K	+$20.0M	$39.2M
4	BANQUE PICTET & CIE SA added	Shares	+192.0K	+$18.7M	$93.1M
5	Brookstone Capital Management added	Shares	+128.0K	+$10.7M	$15.0M
6	J.W. COLE ADVISORS, INC. new	Shares	+101.4K	+$8.4M	$8.4M
7	Ahara Advisors LLC added	Shares	+38.4K	+$8.3M	$8.7M
8	Swedbank AB added	Shares	+53.0K	+$8.2M	$108.7M
9	Mirae Asset Global Investments Co., Ltd. added	Shares	+72.1K	+$7.8M	$56.8M
10	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC new	Shares	+89.5K	+$7.4M	$7.4M
11	IFM Investors Pty Ltd added	Shares	+66.5K	+$7.4M	$56.7M
12	INTACT INVESTMENT MANAGEMENT INC. added	Shares	+79.4K	+$6.8M	$11.8M
13	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+60.0K	+$6.6M	$51.0M
14	EASTERLY INVESTMENT PARTNERS LLC new	Shares	+66.0K	+$5.5M	$5.5M
15	Czech National Bank added	Shares	+28.8K	+$4.9M	$72.0M
16	MEITAV INVESTMENT HOUSE LTD new	Shares	+54.9K	+$4.5M	$4.5M
17	Bank Pictet & Cie (Europe) AG added	Shares	+30.0K	+$4.5M	$57.1M
18	DAILY JOURNAL CORP unchanged	Shares	0	+$4.3M	$116.8M
19	CITIZENS & NORTHERN CORP new	Shares	+51.8K	+$4.3M	$4.3M
20	Capricorn Fund Managers Ltd new	Shares	+48.9K	+$4.0M	$4.0M
21	QRG CAPITAL MANAGEMENT, INC. added	Shares	+25.1K	+$3.8M	$48.2M
22	Fideuram Asset Management (Ireland) dac added	Shares	+44.8K	+$3.6M	$5.1M
23	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added	Shares	+11.3K	+$3.5M	$69.8M
24	SteelPeak Wealth, LLC added	Shares	+34.4K	+$3.0M	$7.1M
25	Deane Retirement Strategies, Inc. new	Shares	+34.3K	+$2.8M	$2.8M
26	DAVENPORT & Co LLC trimmed	Shares	-11.2K	+$2.7M	$74.7M
27	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC trimmed	Shares	-3.8K	+$2.7M	$80.5M
28	United Asset Strategies, Inc. added	Shares	+29.4K	+$2.5M	$5.6M
29	ABC ARBITRAGE SA new	Shares	+29.7K	+$2.5M	$2.5M
30	WILSEY ASSET MANAGEMENT INC added	Shares	+9.7K	+$2.4M	$43.3M
31	Farther Finance Advisors, LLC added	Shares	+24.6K	+$2.3M	$14.4M
32	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+21.3K	+$2.3M	$17.4M
33	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+19.1K	+$2.1M	$16.5M
34	NorthCrest Asset Manangement, LLC added	Shares	+14.9K	+$2.1M	$12.3M
35	Trust Asset Management LLC added	Shares	+34.7K	+$1.9M	$5.1M
36	Pacific Excel Wealth Advisors, Inc. new	Shares	+23.0K	+$1.9M	$1.9M
37	Cardinal Capital Management, Inc. added	Shares	+5.6K	+$1.9M	$38.7M
38	Pacifica Partners Inc. added	Shares	+19.8K	+$1.9M	$4.2M
39	SUMMITRY LLC trimmed	Shares	-10.7K	+$1.8M	$72.2M
40	Perpetual Ltd added	Shares	+21.0K	+$1.8M	$3.0M
41	MISSION WEALTH MANAGEMENT, LP added	Shares	+17.3K	+$1.7M	$8.5M
42	Sivia Capital Partners, LLC added	Shares	+19.9K	+$1.7M	$1.9M
43	D.A. DAVIDSON & CO. added	Shares	+11.6K	+$1.6M	$19.1M
44	Curated Wealth Partners LLC added	Shares	+12.6K	+$1.6M	$1.8M
45	Nilsine Partners, LLC added	Shares	+19.3K	+$1.6M	$2.5M
46	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+17.2K	+$1.5M	$3.9M
47	ST GERMAIN D J CO INC added	Shares	+5.7K	+$1.5M	$28.8M
48	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+719	+$1.4M	$37.3M
49	LBP AM SA added	Shares	+14.6K	+$1.4M	$6.5M
50	Capital Investment Advisory Services, LLC added	Shares	+14.4K	+$1.2M	$2.6M

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