Jeremy Grantham's WFC Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 6.29 M shares of Wells Fargo & Company (WFC) worth $527 M, representing 1.49% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in WFC, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2014, adding 5.99 M shares. Largest reduction occurred in Q3 2014, reducing 4.73 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Wells Fargo & Company (WFC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Wells Fargo & Company (WFC) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +1.38 M | Add 0.00% | 1.38 M | $41.27 |
| Q3 2013 | +273,207 | Add 19.77% | 1.66 M | $41.32 |
| Q4 2013 | +1.89 M | Add 114.16% | 3.54 M | $45.40 |
| Q1 2014 | +5.99 M | Add 169.00% | 9.54 M | $49.74 |
| Q2 2014 | -1.66 M | Reduce 17.39% | 7.88 M | $52.56 |
| Q3 2014 | -4.73 M | Reduce 60.10% | 3.14 M | $51.87 |
| Q4 2014 | -1.8 M | Reduce 57.18% | 1.35 M | $54.82 |
| Q1 2015 | +22,251 | Add 1.65% | 1.37 M | $54.40 |
| Q2 2015 | -287,600 | Reduce 21.02% | 1.08 M | $56.24 |
| Q3 2015 | -185,230 | Reduce 17.14% | 895,495 | $51.35 |
| Q4 2015 | +493,260 | Add 55.08% | 1.39 M | $54.36 |
| Q1 2016 | -42,140 | Reduce 3.03% | 1.35 M | $48.36 |
| Q2 2016 | -1.34 M | Reduce 99.43% | 7,685 | $47.36 |
| Q3 2016 | -7,685 | Sold Out | 7,685 | $0.00 |
| Q3 2017 | +4.45 M | New Buy | 4.45 M | $55.15 |
| Q4 2017 | -34,511 | Reduce 0.78% | 4.42 M | $60.67 |
| Q1 2018 | +979,252 | Add 22.17% | 5.4 M | $52.41 |
| Q2 2018 | -217,143 | Reduce 4.02% | 5.18 M | $55.44 |
| Q3 2018 | -184,588 | Reduce 3.56% | 4.99 M | $52.56 |
| Q4 2018 | +1.14 M | Add 22.87% | 6.14 M | $46.08 |
| Q1 2019 | -270,360 | Reduce 4.41% | 5.87 M | $48.32 |
| Q2 2019 | +308,522 | Add 5.26% | 6.17 M | $47.32 |
| Q3 2019 | +162,050 | Add 2.62% | 6.34 M | $50.44 |
| Q4 2019 | +1,856 | Add 0.03% | 6.34 M | $53.80 |
| Q1 2020 | +1.61 M | Add 25.41% | 7.95 M | $28.70 |
| Q2 2020 | +596,211 | Add 7.50% | 8.55 M | $25.60 |
| Q3 2020 | +607,887 | Add 7.11% | 9.15 M | $23.51 |
| Q4 2020 | +2.66 M | Add 29.05% | 11.81 M | $30.18 |
| Q1 2021 | -591,426 | Reduce 5.01% | 11.22 M | $39.07 |
| Q2 2021 | -1.51 M | Reduce 13.42% | 9.72 M | $45.29 |
| Q3 2021 | +1.07 M | Add 10.98% | 10.78 M | $46.41 |
| Q4 2021 | +186,092 | Add 1.73% | 10.97 M | $47.98 |
| Q1 2022 | -451,699 | Reduce 4.12% | 10.52 M | $48.46 |
| Q2 2022 | -187,920 | Reduce 1.79% | 10.33 M | $39.17 |
| Q3 2022 | -127,051 | Reduce 1.23% | 10.2 M | $40.22 |
| Q4 2022 | -2.73 M | Reduce 26.74% | 7.47 M | $41.29 |
| Q1 2023 | +878,836 | Add 11.76% | 8.35 M | $37.38 |
| Q2 2023 | -823,925 | Reduce 9.86% | 7.53 M | $42.68 |
| Q3 2023 | +221,459 | Add 2.94% | 7.75 M | $40.86 |
| Q4 2023 | -354,047 | Reduce 4.57% | 7.4 M | $49.22 |
| Q1 2024 | +1.54 M | Add 20.89% | 8.94 M | $57.96 |
| Q2 2024 | +598,312 | Add 6.69% | 9.54 M | $59.39 |
| Q3 2024 | +314,390 | Add 3.30% | 9.85 M | $56.49 |
| Q4 2024 | -1.12 M | Reduce 11.41% | 8.73 M | $70.24 |
| Q1 2025 | -347,950 | Reduce 3.99% | 8.38 M | $71.79 |
| Q2 2025 | +88,358 | Add 1.05% | 8.47 M | $80.12 |
| Q3 2025 | -2.18 M | Reduce 25.77% | 6.29 M | $83.82 |
Jeremy Grantham's Wells Fargo & Company Investment FAQs
Jeremy Grantham first purchased Wells Fargo & Company (WFC) in Q2 2013, acquiring 1,382,082 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Wells Fargo & Company (WFC) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to Wells Fargo & Company (WFC) was in Q1 2014, adding 9,535,676 shares worth $474.3 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 6,287,235 shares of Wells Fargo & Company (WFC), valued at approximately $527 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Wells Fargo & Company (WFC) represents approximately 1.49% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's peak holding in Wells Fargo & Company (WFC) was 11,812,033 shares, as reported at the end of Q4 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.