Запись по ценной бумаге · архивный квартал
WFC
Wells Fargo & Company · Financial Services · Banks - Diversified
185Отслеживаемые держатели
+1Δ держателей
1.98BАкций в держании
$157.08BОтчётная стоимость
+5Новые позиции
−5Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +0.5% ·
поток акций -1.9% ·
новые чистые позиции 0.0%
· формула
Фрагментация владения: больше держателей при меньшей совокупной доле
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 3.47M | $269.07M | n/a | n/a |
| Q2 2026 | 186 | +5 | 1.97B | $163.01B | +6 | −2 |
| Q1 2026 | 185 | +1 | 1.98B | $157.08B | +5 | −5 |
| Q4 2025 | 183 | 0 | 2.16B | $200.85B | +2 | −1 |
| Q3 2025 | 28 | 0 | 1.53B | $128.17B | +1 | −2 |
| Q2 2025 | 26 | -1 | 1.24B | $99.54B | n/a | −1 |
| Q1 2025 | 24 | -2 | 506.71M | $36.36B | n/a | −2 |
| Q4 2024 | 26 | +1 | 548.21M | $38.50B | +1 | n/a |
| Q3 2024 | 24 | 0 | 453.26M | $25.59B | n/a | n/a |
| Q2 2024 | 24 | n/a | 462.13M | $27.44B | n/a | n/a |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 260.80M | -0.6% | $20.76B | 0.4% | ▼ Trim | 4 | SEC ↗ ×23 |
| 2 | Vanguard Capital Management Llc | 200.76M | n/a | $15.98B | 0.4% | n/c | 1 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 161.69M | -12.9% | $12.87B | 0.7% | ▼ Trim | 4 | SEC ↗ ×6 |
| 4 | State Street Global Advisors ✦ (пассивный) | 135.49M | -1.2% | $10.79B | 0.4% | ▼ Trim | 6 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 129.21M | -1.3% | $9.92B | 0.7% | ▼ Trim | 3 | SEC ↗ ×21 |
| 6 | Geode Capital Management ✦ (пассивный) | 73.85M | +2.0% | $5.86B | 0.4% | ▲ Add | 8 | SEC ↗ ×2 |
| 7 | Capital Research Global Investors | 72.89M | +94.8% | $5.80B | 0.9% | ▲ Add | 2 | SEC ↗ |
| 8 | Wellington Management ✦ | 65.85M | -9.1% | $5.24B | 1.0% | ▼ Trim | 8 | SEC ↗ ×9 |
| 9 | Bank Of America Corp /De/ | 51.97M | +1.4% | $4.14B | 0.3% | ▲ Add | 2 | SEC ↗ ×8 |
| 10 | Morgan Stanley ✦ | 51.69M | -3.5% | $4.11B | 0.2% | ▼ Trim | 3 | SEC ↗ ×23 |
| 11 | State Farm Mutual Automobile… | 39.76M | -0.3% | $3.17B | 2.5% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Invesco Ltd. | 32.28M | -8.1% | $2.57B | 0.3% | ▼ Trim | 2 | SEC ↗ ×19 |
| 13 | Northern Trust Corp | 31.25M | -1.9% | $2.49B | 0.3% | ▼ Trim | 2 | SEC ↗ ×10 |
| 14 | Dodge & Cox ✦ | 31.17M | -3.5% | $2.48B | 1.4% | ▼ Trim | 8 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 23.50M | -15.2% | $1.87B | 0.4% | ▼ Trim | 2 | SEC ↗ ×7 |
| 16 | Nuveen, LLC | 22.36M | -7.7% | $1.78B | 0.5% | ▼ Trim | 2 | SEC ↗ ×3 |
| 17 | UBS AM, a distinct business unit of… | 21.52M | +4.3% | $1.71B | 0.4% | ▲ Add | 2 | SEC ↗ ×13 |
| 18 | Goldman Sachs Group ✦ | 21.27M | +4.2% | $1.69B | 0.2% | ▲ Add | 3 | SEC ↗ ×6 |
| 19 | Charles Schwab Investment… | 20.82M | +1.1% | $1.66B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 20 | Legal & General Group Plc | 20.59M | -2.9% | $1.64B | 0.4% | ▼ Trim | 2 | SEC ↗ ×3 |
| 21 | Dimensional Fund Advisors Lp | 18.47M | -7.3% | $1.47B | 0.3% | ▼ Trim | 2 | SEC ↗ ×5 |
| 22 | Capital International Investors | 17.28M | -32.4% | $1.37B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 16.97M | -4.4% | $1.35B | 0.2% | ▼ Trim | 2 | SEC ↗ ×20 |
| 24 | Amundi | 16.46M | +73.0% | $1.31B | 0.4% | ▲ Add | 2 | SEC ↗ ×8 |
| 25 | Massachusetts Financial Services Co… | 15.11M | -12.1% | $1.21B | 0.4% | ▼ Trim | 2 | SEC ↗ ×7 |
| 26 | Capital World Investors ✦ | 14.89M | -16.7% | $1.18B | 0.2% | ▼ Trim | 8 | SEC ↗ |
| 27 | Alliancebernstein L.P. | 12.53M | -11.2% | $1.17B | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 28 | T. Rowe Price ✦ | 14.54M | -22.0% | $1.16B | 0.1% | ▼ Trim | 8 | SEC ↗ ×2 |
| 29 | Deutsche Bank Ag\ | 11.86M | -2.6% | $944.12M | 0.3% | ▼ Trim | 2 | SEC ↗ ×13 |
| 30 | Raymond James Financial Inc | 11.16M | +9.5% | $884.68M | 0.3% | ▲ Add | 2 | SEC ↗ ×6 |
| 31 | Franklin Resources Inc | 11.07M | +6.2% | $881.29M | 0.2% | ▲ Add | 2 | SEC ↗ ×16 |
| 32 | Harris Associates (Oakmark) ✦ | 10.98M | -14.9% | $874.37M | 1.2% | ▼ Trim | 8 | SEC ↗ ×2 |
| 33 | Boston Partners | 10.48M | +9.1% | $834.97M | 0.9% | ▲ Add | 2 | SEC ↗ ×4 |
| 34 | UBS Group AG | 10.40M | -3.4% | $827.65M | 0.1% | ▼ Trim | 2 | SEC ↗ ×7 |
| 35 | Aristotle Capital Management, LLC | 10.22M | -5.4% | $813.39M | 1.7% | ▼ Trim | 2 | SEC ↗ |
| 36 | Royal Bank Of Canada | 9.65M | -10.5% | $768.47M | 0.1% | ▼ Trim | 2 | SEC ↗ ×14 |
| 37 | PRIMECAP Management ✦ | 7.72M | -7.6% | $614.84M | 0.5% | ▼ Trim | 8 | SEC ↗ |
| 38 | Hsbc Holdings Plc | 7.69M | -51.7% | $611.95M | 0.4% | ▼ Trim | 2 | SEC ↗ ×15 |
| 39 | Barclays Plc | 7.68M | +0.7% | $611.35M | 0.2% | ▲ Add | 2 | SEC ↗ ×4 |
| 40 | National Pension Service | 7.32M | +0.5% | $582.95M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 41 | Mitsubishi UFJ Asset Management… | 7.06M | +5.7% | $562.20M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 42 | California Public Employees… | 6.85M | +3.2% | $545.49M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 43 | Sumitomo Mitsui Trust Group, Inc. | 6.59M | -10.9% | $525.01M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 44 | Hotchkis & Wiley Capital Management… | 6.32M | -3.4% | $502.85M | 1.6% | ▼ Trim | 2 | SEC ↗ |
| 45 | Envestnet Asset Management Inc | 6.31M | +8.9% | $502.66M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 46 | Baird Financial Group, Inc. | 5.98M | +7.7% | $476.29M | 0.7% | ▲ Add | 2 | SEC ↗ ×2 |
| 47 | Nordea Investment Management Ab | 6.02M | +0.6% | $468.00M | 0.4% | ▲ Add | 2 | SEC ↗ ×4 |
| 48 | Rhumbline Advisers | 5.35M | -2.6% | $425.64M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 49 | Canada Pension Plan Investment Board | 5.17M | +12.4% | $411.27M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 50 | Voya Investment Management Llc | 5.11M | -41.9% | $406.57M | 0.5% | ▼ Trim | 2 | SEC ↗ ×2 |
| 51 | Bank Of Montreal /Can/ | 4.89M | -0.3% | $389.22M | 0.2% | ▼ Trim | 2 | SEC ↗ ×9 |
| 52 | California State Teachers… | 4.77M | -3.8% | $380.03M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 53 | Neuberger Berman Group LLC | 4.59M | -16.4% | $365.35M | 0.3% | ▼ Trim | 2 | SEC ↗ ×2 |
| 54 | American Century Companies Inc | 4.48M | -3.3% | $356.28M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 55 | Citigroup Inc | 4.35M | +49.3% | $346.50M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 56 | Bnp Paribas Financial Markets | 4.33M | -1.4% | $344.34M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 57 | New York State Common Retirement… | 4.14M | -3.0% | $329.46M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 58 | Millennium Management ✦ | 3.55M | +16.3% | $282.52M | 0.2% | ▲ Add | 8 | SEC ↗ |
| 59 | Bank Julius Baer & Co. Ltd, Zurich | 3.51M | +48.6% | $277.35M | 0.8% | ▲ Add | 2 | SEC ↗ |
| 60 | Korea Investment CORP | 3.48M | +2.7% | $276.87M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 61 | Principal Financial Group Inc | 3.46M | -1.1% | $275.51M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 62 | Ensign Peak Advisors, Inc | 3.44M | -10.8% | $273.65M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 63 | Russell Investments Group, Ltd. | 3.44M | +3.8% | $272.76M | 0.3% | ▲ Add | 2 | SEC ↗ ×19 |
| 64 | Victory Capital Management Inc | 3.33M | -24.6% | $265.06M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 65 | HighTower Advisors, LLC | 3.23M | -5.1% | $257.44M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 66 | FIL Ltd | 3.21M | -9.0% | $255.69M | 0.2% | ▼ Trim | 2 | SEC ↗ ×4 |
| 67 | Prudential Financial Inc | 3.15M | -16.3% | $250.69M | 0.3% | ▼ Trim | 2 | SEC ↗ ×2 |
| 68 | Qube Research & Technologies Ltd | 3.13M | +133.9% | $249.31M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 69 | Jones Financial Companies Lllp | 3.21M | +252.2% | $248.09M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 70 | LPL Financial LLC | 2.87M | +1.3% | $228.10M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 71 | AQR Capital Management ✦ | 2.87M | +115.1% | $226.58M | 0.1% | ▲ Add | 8 | SEC ↗ ×11 |
| 72 | Manufacturers Life Insurance… | 2.82M | -18.0% | $224.20M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 73 | Adage Capital Partners ✦ | 2.77M | +2.7% | $220.48M | 0.3% | ▲ Add | 8 | SEC ↗ |
| 74 | State Board Of Administration Of… | 2.76M | -3.2% | $219.92M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 75 | Aviva Plc | 2.73M | +2.6% | $217.70M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 76 | Wells Fargo & Company/Mn | 2.71M | +1.8% | $215.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 77 | Universal- Beteiligungs- und… | 2.70M | +1.3% | $214.47M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 78 | Aberdeen Group plc | 2.68M | +2.9% | $213.21M | 0.3% | ▲ Add | 2 | SEC ↗ ×2 |
| 79 | Truist Financial Corp | 2.66M | +3.8% | $211.61M | 0.3% | ▲ Add | 2 | SEC ↗ ×3 |
| 80 | Sei Investments Co | 2.64M | +7.5% | $210.49M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 81 | Caisse De Depot Et Placement Du… | 2.63M | -25.3% | $209.26M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 82 | Danske Bank A/S | 2.60M | -5.6% | $207.37M | 0.5% | ▼ Trim | 2 | SEC ↗ ×3 |
| 83 | Stifel Financial Corp | 2.59M | -2.0% | $206.57M | 0.2% | ▼ Trim | 2 | SEC ↗ ×6 |
| 84 | Allianz Asset Management GmbH | 2.55M | -7.0% | $203.09M | 0.2% | ▼ Trim | 2 | SEC ↗ ×5 |
| 85 | Us Bancorp \De\ | 2.51M | +0.4% | $199.86M | 0.2% | ▲ Add | 2 | SEC ↗ ×4 |
| 86 | Pnc Financial Services Group, Inc. | 2.39M | -0.7% | $190.16M | 0.1% | ▼ Trim | 2 | SEC ↗ ×10 |
| 87 | Artisan Partners Limited Partnership | 2.31M | -21.1% | $184.28M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 88 | National Bank Of Canada /Fi/ | 2.26M | +42.2% | $180.02M | 0.2% | ▲ Add | 2 | SEC ↗ ×5 |
| 89 | Citadel Advisors ✦ | 2.25M | -18.2% | $179.46M | 0.1% | ▼ Trim | 8 | SEC ↗ ×2 |
| 90 | First Trust Advisors Lp | 2.25M | +113.0% | $178.78M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 91 | D. E. Shaw & Co. ✦ | 2.24M | -22.6% | $178.58M | 0.1% | ▼ Trim | 8 | SEC ↗ ×2 |
| 92 | Mackenzie Financial Corp | 2.21M | -25.2% | $175.64M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 93 | Nomura Asset Management… | 2.16M | +9.1% | $171.94M | 0.3% | ▲ Add | 2 | SEC ↗ ×2 |
| 94 | Fifth Third Bancorp | 2.12M | +50.2% | $168.48M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 95 | Healthcare Of Ontario Pension Plan… | 1.94M | -23.3% | $154.08M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 96 | Schroder Investment Management Group | 1.93M | n/a | $153.53M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 97 | Arrowstreet Capital ✦ | 1.85M | +482.3% | $147.47M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 98 | 1832 Asset Management L.P. | 1.84M | -50.2% | $146.87M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 99 | PFA Pension, Forsikringsaktieselskab | 1.84M | 0.0% | $146.54M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 100 | Storebrand Asset Management As | 1.79M | +1.9% | $142.24M | 0.4% | ▲ Add | 2 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Новых отслеживаемых покупателей в этом квартале нет. |
Закрыто
| Norges Bank | $4.51B | составлял 0.5% |
| Peak6 Llc | $33.26M | составлял 0.5% |
| Balyasny Asset Management L.P. | $10.42M | составлял 0.0% |
| Group One Trading Llc | $3.94M | составлял 0.1% |
| Ctc Llc | $2.42M | составлял 0.2% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 2,782 держатели, 2.18B акции, $169.53B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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