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 |
|---|---|---|---|---|---|
| Glen Eagle Advisors, LLC | 2 | $2.96K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 4 | $6.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 13 | $19.3K | 0.01% | +13 | New |
| Edge Wealth Management LLC | 24 | $36.0K | 0.01% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 30 | $44.5K | 0.03% | 00.0% | Unchanged |
| S.A. Mason LLC | 75 | $111.0K | 0.07% | 00.0% | Unchanged |
| Huntington National Bank | 81 | $120.0K | 0.00% | 00.0% | Unchanged |
| A. D. Beadell Investment Counsel, Inc. | 149 | $220.0K | 0.14% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 187 | $277.0K | 0.01% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 200 | $296.0K | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 250 | $371.0K | 0.01% | 00.0% | Unchanged |
| Cove Street Capital, LLC | 254 | $376.0K | 0.06% | 00.0% | Unchanged |
| Quest Investment Management LLC | 321 | $476.0K | 0.04% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 449 | $665.0K | 0.02% | +10+2.3% | Added |
| Greenwich Wealth Management LLC | 507 | $751.0K | 0.06% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 640 | $948.0K | 0.66% | +640 | New |
| LexAurum Advisors, LLC | 864 | $1.28M | 0.38% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 1,135 | $1.68M | 0.59% | −2,999−72.5% | Reduced |
| Kelly Lawrence W & Associates Inc | 1,175 | $1.74M | 0.37% | 00.0% | Unchanged |
| F/M Investments LLC | 1,638 | $2.43M | 1.74% | +1,638 | New |
| CSM Advisors, LLC | 1,750 | $2.59M | 0.19% | 00.0% | Unchanged |
| Laffer Tengler Investments | 2,284 | $3.37M | 0.98% | −24−1.0% | Reduced |
| Wittenberg Investment Management, Inc. | 2,844 | $4.21M | 1.62% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 3,213 | $4.76M | 0.37% | 00.0% | Unchanged |
| Richard C. Young & CO., LTD. | 4,781 | $7.08M | 0.97% | −35−0.7% | Reduced |
| Oxbow Advisors, LLC | 10,257 | $15.2M | 1.55% | +1,109+12.1% | Added |
| 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 |