Wells Fargo & Company
WFC.PL- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000072971
No open-market purchases or sales by Wells Fargo & Company insiders were filed in the last 90 days; 256 institutions reported holding it in 13F filings for Q2 2026, worth $2.65B in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Wells Fargo & Company as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 27
- −3 vs. Q1 2021
- Shares held
- 37.3K
- +3.32K (+9.8%) vs. Q1 2021
- Total value
- $56.9M
- +$8.58M (+17.8%) vs. Q1 2021
- New holders
- 4
- 4 more added
- Sold out
- 7
- 5 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WFC.PL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 256 | $2.65B |
| Q1 2026 | 266 | $2.48B |
| Q4 2025 | 268 | $2.86B |
| Q3 2025 | 255 | $2.93B |
| Q2 2025 | 275 | $2.78B |
| Q1 2025 | 267 | $2.90B |
| Q4 2024 | 259 | $2.85B |
| Q3 2024 | 258 | $3.12B |
| Q2 2024 | 253 | $3.03B |
| Q1 2024 | 254 | $2.96B |
| Q4 2023 | 246 | $2.92B |
| Q3 2023 | 236 | $3.28B |
| Q2 2023 | 232 | $3.40B |
| Q1 2023 | 241 | $2.76B |
| Q4 2022 | 242 | $2.83B |
| Q3 2022 | 232 | $2.85B |
| Q2 2022 | 234 | $2.40B |
| Q1 2022 | 210 | $2.61B |
| Q4 2021 | 221 | $3.30B |
| Q3 2021 | 26 | $49.1M |
| Q2 2021 | 27 | $56.9M |
| Q1 2021 | 30 | $48.3M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Oxbow Advisors, LLC | 9,148 | $14.0M | 1.45% | +2,850+45.3% | Added |
| Richard C. Young & CO., LTD. | 4,816 | $7.35M | 0.93% | −70−1.4% | Reduced |
| Knightsbridge Asset Management, LLC | 4,134 | $6.31M | 2.45% | +459+12.5% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 3,213 | $4.90M | 0.37% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 2,844 | $4.34M | 1.75% | +100+3.6% | Added |
| Laffer Tengler Investments | 2,308 | $3.46M | 1.29% | −40−1.7% | Reduced |
| CSM Advisors, LLC | 1,750 | $2.67M | 0.18% | +1,750 | New |
| Founders Capital Management, LLC | 1,621 | $2.47M | 0.60% | −77−4.5% | Reduced |
| Whalerock Point Partners, LLC | 1,436 | $2.19M | 0.84% | +1,436 | New |
| Van Hulzen Asset Management, LLC | 1,275 | $1.95M | 0.29% | +1,275 | New |
| Kelly Lawrence W & Associates Inc | 1,175 | $1.79M | 0.39% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 864 | $1.32M | 0.39% | +217+33.5% | Added |
| Greenwich Wealth Management LLC | 507 | $774.0K | 0.07% | −36−6.6% | Reduced |
| Ancora Advisors, LLC | 439 | $670.0K | 0.02% | −78−15.1% | Reduced |
| Quest Investment Management LLC | 321 | $490.0K | 0.04% | 00.0% | Unchanged |
| Cove Street Capital, LLC | 254 | $387.0K | 0.06% | 00.0% | Unchanged |
| IFP Advisors, Inc | 250 | $382.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 204 | $311.0K | 0.01% | +204 | New |
| D L Carlson Investment Group Inc | 200 | $305.0K | 0.05% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 187 | $285.0K | 0.01% | 00.0% | Unchanged |
| A. D. Beadell Investment Counsel, Inc. | 149 | $227.0K | 0.14% | 00.0% | Unchanged |
| Huntington National Bank | 81 | $124.0K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 75 | $114.0K | 0.08% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 30 | $45.8K | 0.03% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 24 | $36.0K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 4 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2 | $3.05K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 0 | $0 | 0.00% | −1,453−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −957−100.0% | Sold out |
| Seelaus Asset Management LLC | 0 | $0 | 0.00% | −942−100.0% | Sold out |
| WFA of San Diego, LLC | 0 | $0 | 0.00% | −656−100.0% | Sold out |
| Michael B. Yongue | 0 | $0 | 0.00% | −460−100.0% | Sold out |
| Davis R M Inc | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Holloway Wealth Management, LLC | 0 | $0 | 0.00% | – | Sold out |