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BMO · WFC in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

BMOWFC
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • BMO
  • WFC
0204060202120222023202420252026
Holders and value by quarter
QuarterBMOWFC
Q3 20203 holders, $266m34 holders, $15.9bn
Q4 20205 holders, $101m33 holders, $19.5bn
Q1 20218 holders, $397m31 holders, $23.4bn
Q2 20216 holders, $266m33 holders, $28.0bn
Q3 20216 holders, $189m28 holders, $27.7bn
Q4 20216 holders, $223m32 holders, $28.6bn
Q1 20226 holders, $295m37 holders, $28.8bn
Q2 20224 holders, $117m32 holders, $24.1bn
Q3 20223 holders, $437m28 holders, $25.5bn
Q4 20225 holders, $773m33 holders, $25.2bn
Q1 20232 holders, $645m34 holders, $21.5bn
Q2 20233 holders, $138m29 holders, $23.4bn
Q3 20233 holders, $194m30 holders, $22.9bn
Q4 20235 holders, $278m32 holders, $27.2bn
Q1 20246 holders, $578m27 holders, $33.6bn
Q2 20246 holders, $342m37 holders, $34.1bn
Q3 20244 holders, $424m35 holders, $32.0bn
Q4 20247 holders, $956m42 holders, $38.9bn
Q1 20255 holders, $722m39 holders, $38.2bn
Q2 20256 holders, $997m33 holders, $41.6bn
Q3 20254 holders, $1.8bn29 holders, $41.5bn
Q4 20255 holders, $1.4bn29 holders, $43.6bn
Q1 20264 holders, $1.4bn34 holders, $36.8bn
Q2 20266 holders, $2.3bn41 holders, $38.2bn
BMO

Bank of Montreal

Holders
6
Reported value
$342m
Buyers
5
Sellers
1

Breadth +4 among 94 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP
WFC

Wells Fargo & Co

Holders
37
Reported value
$34.1bn
Buyers
23
Sellers
13

Breadth +10 among 94 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP

Who holds both, Q2 2024

Among the 39 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only BMO (2)

Quantbot Technologies LP, Voloridge Investment Management LLC

Only WFC (33)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Markel Group Inc, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, and 8 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

Back to the 13F Explorer →