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, Q3 2021
Institutional positions in Wells Fargo & Company as of Sep 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
- 26
- −1 vs. Q2 2021
- Shares held
- 33.1K
- −4.18K (−11.2%) vs. Q2 2021
- Total value
- $49.1M
- −$7.79M (−13.7%) vs. Q2 2021
- New holders
- 3
- 2 more added
- Sold out
- 4
- 3 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Oxbow Advisors, LLC | 10,257 | $15.2M | 1.55% | +1,109+12.1% | Added |
| Richard C. Young & CO., LTD. | 4,781 | $7.08M | 0.97% | −35−0.7% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 3,213 | $4.76M | 0.37% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 2,844 | $4.21M | 1.62% | 00.0% | Unchanged |
| Laffer Tengler Investments | 2,284 | $3.37M | 0.98% | −24−1.0% | Reduced |
| CSM Advisors, LLC | 1,750 | $2.59M | 0.19% | 00.0% | Unchanged |
| F/M Investments LLC | 1,638 | $2.43M | 1.74% | +1,638 | New |
| Kelly Lawrence W & Associates Inc | 1,175 | $1.74M | 0.37% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 1,135 | $1.68M | 0.59% | −2,999−72.5% | Reduced |
| LexAurum Advisors, LLC | 864 | $1.28M | 0.38% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 640 | $948.0K | 0.66% | +640 | New |
| Greenwich Wealth Management LLC | 507 | $751.0K | 0.06% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 449 | $665.0K | 0.02% | +10+2.3% | Added |
| Quest Investment Management LLC | 321 | $476.0K | 0.04% | 00.0% | Unchanged |
| Cove Street Capital, LLC | 254 | $376.0K | 0.06% | 00.0% | Unchanged |
| IFP Advisors, Inc | 250 | $371.0K | 0.01% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 200 | $296.0K | 0.05% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 187 | $277.0K | 0.01% | 00.0% | Unchanged |
| A. D. Beadell Investment Counsel, Inc. | 149 | $220.0K | 0.14% | 00.0% | Unchanged |
| Huntington National Bank | 81 | $120.0K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 75 | $111.0K | 0.07% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 30 | $44.5K | 0.03% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 24 | $36.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 13 | $19.3K | 0.01% | +13 | New |
| Cribstone Capital Management, LLC | 4 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2 | $2.96K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 0 | $0 | 0.00% | −1,621−100.0% | Sold out |
| Whalerock Point Partners, LLC | 0 | $0 | 0.00% | −1,436−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −1,275−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −204−100.0% | Sold out |